Cheniere Energy has handed over the last piece of its Corpus Christi Stage 3 expansion just as the global LNG market is being pulled in two directions: Asia bidding hard for cargoes, and Europe trying to refill storage that is running well behind seasonal norms. The timing is not a coincidence. It is the point […]
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The U.S. government receives a 35% equity stake in NABEP’s corporate parent via the Department of War’s Office of Strategic Capital, a guaranteed right to buy 20% of offtake at production cost, and a right of first refusal on the remaining 80%. U.S. governance rights include veto power over board appointments, a requirement that a […]
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That is not a talking point. It is the arithmetic of an integrated energy market that Ottawa cannot wish away, and Washington already understands. Smith’s warning, circulating widely after her CBC Power & Politics appearance and a clip posted by Stephen Taylor, is blunt: Alberta businesses will be hurt more by Canada’s own counter-tariffs than […]
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The United States has pulled ahead of China in building natural gas plants to feed AI data centers. That is a real, measurable shift. It is also not the whole race. Global Energy Monitor’s mid-2026 update, reported by the Washington Examiner, shows U.S. gas projects under construction at 52 GW after a 76% jump in […]
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In Jurassic Park, Dr. Ian Malcolm delivers one of cinema’s most memorable lines: “Life finds a way.” Nature adapts, persists, and routes around obstacles no matter how carefully the fences are built. In the summer of 2026, crude oil is doing the same thing. Blockades and attacks have choked the Strait of Hormuz and the […]
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Prime Minister Mark Carney’s government has accelerated efforts to deepen Canada’s economic and security ties with the European Union, framing diversification as essential amid escalating trade friction with the United States. Official statements and actions indicate a strategic pivot toward Europe (and select other partners) rather than prioritizing new comprehensive U.S. trade arrangements beyond existing […]
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ENB Pub Note: This article originally appeared on David Blackmon’s Substack; we highly recommend subscribing. We will be covering this on several podcasts this week. This also brings in the Hydro Connection from Canada to New York City that we have covered. It is not wise to spend billions on importing energy without alternative sources – just […]
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Brent crude hovering near $91 a barrel might look manageable on a trading screen. Jeff Currie, the veteran commodities strategist now at Carlyle Group, argues that focus is dangerously misplaced. “Nobody on the planet Earth consumes crude oil,” Currie told CNBC. “Refineries do. Everyone else consumes gasoline, diesel and jet fuel, and those markets look […]
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A wild day on the Energy Realities Podcast with Dr. Tammy Nemeth, David Blackmon and Stu Turley. In this episode of the Energy Realities Podcast, host David Blackmon and panelists Dr. Joseph Fournier, Dr. Tammy Nemeth, and Stu Turley challenge the prevailing Western narrative around energy transition and expose a stark geopolitical reality: while North […]
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This is rolling out on the ENB Podcast and the Energy Impacts Podcast with David Blackmon Welcome to Rate Payers First, where we cut through the noise on America’s energy crisis. Join host David Blackmon, Stu Turley, and Frm Representative Jason Isaac as we expose the policies destroying your wallet, threatening national security, and crippling […]
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