Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine conflict […]
Continue ReadingIn the escalating trade tensions dubbed the \”Trump Tariff Wars,\” China finds itself at a pivotal crossroads. For decades, Beijing has navigated the global stage with a dual narrative: projecting itself as a rising superpower domestically while leveraging its \”developing country\” status abroad to secure subsidies, lower tariffs, and delayed international obligations. This strategy allowed […]
Continue ReadingIn a stark warning amid escalating geopolitical tensions, Russian President Vladimir Putin has cautioned that global oil prices could surge beyond $100 per barrel if Russian crude supplies are cut off from international markets. Speaking on the sidelines of recent discussions, Putin emphasized that the absence of Russia\’s oil would disrupt the global energy system, […]
Continue ReadingThe global oil markets are entering a period of heightened uncertainty following the European Union\’s decision to trigger \”snapback\” sanctions on Iran. On September 27, 2025, France, Britain, and Germany activated this mechanism under the 2015 Joint Comprehensive Plan of Action (JCPOA), reimposing sweeping United Nations sanctions that had been lifted as part of the […]
Continue ReadingHow 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 ReadingENB Pub Note: We will be covering this on the Energy News Beat Podcast. President Trump needs to quit listening to the war mongers in Congress and on his staff. We have been very vocal about the only path to freedom, and he seems to be heading to World War III. Are you Paying High […]
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 ReadingRussia\’s seaborne crude oil exports have surged to their highest levels in over a year, driven by a combination of increased production and disruptions to domestic refining capacity from Ukrainian drone strikes. According to recent vessel-tracking data, the four-week average shipments reached 3.62 million barrels per day (bpd) in the period ending September 21—the highest […]
Continue ReadingUnder the Labour government, North Sea operations face a barrage of measures that critics argue are deliberately stifling investment and production. A 78% tax rate on offshore profits, including a prolonged windfall tax introduced in 2022, has shattered investor confidence and led to slashed capital expenditures. Operators have cut UK investments, with production projected to […]
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