How does Warren Buffett’s being right about wind fit into the potential collapse of the Chinese market? Well, the West has just offloaded all of its manufacturing to China over the last 30 years, and now that Donald Trump has been “Wright-sizing” energy, we are seeing a huge potential collapse of the Chinese system. (Pun […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC’s bluff, China’s global energy influence, rising electricity costs, the EU’s energy collapse, and the urgent need for pragmatic U.S. energy policy. From […]
Continue ReadingDaily Standup Top Stories Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? September 23, 2025 Clark Savage In a stark admission during a September 2025 press conference, China’s Finance Minister revealed that “every penny we spend is borrowed,” highlighting the precarious state of the nation’s finances. This confession has […]
Continue ReadingENB Pub Note: As I wrote the other day, \”Where\’s the Glut like the old commercial Where\’s the Beef\”, Irina Slav from Oilprice.com brings up some supporting points. And referring to China, that is the wild card. I wrote: Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets?\” j […]
Continue ReadingWeekly Daily Standup Top Stories America’s Grid is Nearing Its Breaking Point September 14, 2025 Clark Savage The United States’ power grid, once a marvel of 20th-century engineering, is now teetering on the edge of collapse. As demand surges from emerging technologies like artificial intelligence, data centers, and electric vehicles, an aging […] $14 Trillion Stock Rally […]
Continue ReadingRussia\’s oil and gas sector, a cornerstone of its economy and a key funding source for the ongoing conflict in Ukraine, is facing a sharp downturn this month. According to estimates, revenues from these exports are projected to plummet by 23% year-on-year to approximately $7.11 billion (592 billion rubles) in September 2025. This decline, driven […]
Continue ReadingChina, the world\’s largest importer of crude oil, has been on a buying spree in 2025, amassing stockpiles that are raising eyebrows across global energy markets. With crude prices hovering at levels reminiscent of two decades ago when adjusted for inflation, Beijing appears to be capitalizing on bargain-basement deals to bolster its strategic reserves. But […]
Continue ReadingDaily Standup Top Stories Fed cuts rates by 0.25% after flagging risks from softening labor market September 17, 2025 Clark Savage The Dow Jones Industrial Average eked out a modest 0.1% increase, while the Nasdaq Composite rose 0.5%, reflecting optimism about lower rates fueling innovation and spending. The U.S. dollar, which had been battered in recent […] […]
Continue ReadingRussia\’s oil export machine, a cornerstone of its economy amid ongoing sanctions and geopolitical tensions, is showing signs of strain. Weekly crude exports plummeted to an average of 3.18 million barrels per day (bpd) in the seven days ending September 14, 2025—the sharpest weekly drop since July 2024, down by a staggering 934,000 bpd from […]
Continue ReadingIn a stark admission that underscores the fragility of global energy supply, the International Energy Agency (IEA) has revealed that decline rates in mature oil and gas fields are accelerating, putting unprecedented pressure on the industry to ramp up investments just to keep production steady. This report comes amid growing scrutiny of the IEA\’s forecasting […]
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