Where are Oil and LNG Prices Heading? What are the second order impacts for consumers and investors?

The global energy markets are in flux as of mid-April 2026, shaped by severe disruptions from the ongoing Middle East conflict (centered on Iran and the Strait of Hormuz). This has curtailed roughly 7–10 mb/d of crude, NGLs, and refined product exports in March–April, triggering sharp price spikes and inventory draws. Brent crude averaged $103/bbl […]

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Chevron Taps Into Venezuelan Oil as Crude is Being Processed in US. What does this mean for investors?

The recent geopolitical shift in Venezuela, following the U.S.-led capture and removal of former President Nicolás Maduro in early 2026, has opened new doors for American energy companies. Chevron, the only U.S. oil major still operating in the country, is ramping up its activities amid eased sanctions and a special Treasury Department license. This development […]

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President Trump Taps Chris Wright

Daily Standup Top Stories Trump Picks Oil Field Services Boss Chris Wright as Energy Secretary November 16, 2024 Clark Savage ENB Pub Note: President Trump has committed to lowering our energy bills by 50%, and he is well on his way to doing that by selecting Chris Wright as Secretary of Energy. Chris is the […] US […]

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Larry Fink All In on AI

Daily Standup Top Stories Blackrock’s Larry Fink Jumps On “Next AI Trade”, Warning World Will Be “Short Power” June 1, 2024 Stu Turley At the start of April, we penned a lengthy report for premium subs discussing why artificial intelligence data centers, the electrification of the economy, and onshoring trends will result in a major upgrade of the nation’s […]

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