Trump Reshapes Renewables

Daily Standup Top Stories EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power March 14, 2025 Stu Turley The EPA is reconsidering various regulations on power plants, oil and gas facilities, and coal plants to jumpstart growth and unleash American energy. ​The Environmental Protection Agency (EPA) announced Wednesday that it is introducing […]

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Week Recap: U.S. Shale Steady, Trump’s $500B AI Plan, Tight Gas Markets

Weekly Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] China and India […]

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Shale Capital Discipline

Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] Days before Trump takes […]

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U.S. Shale\’s Capital Discipline Outweighs Trump\’s Pro-Growth Rhetoric

US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump\’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency concerns. The US is already on track to meet Bessent\’s 3-3-3 hydrocarbon production target without policy changes, driven by NGLs […]

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Biden Eyes Drilling Ban

Daily Standup Top Stories German purchases of Russian uranium surge January 4, 2025 Clark Savage ENB Pub Note: I have been talking about Germany’s call for more Russian natural gas, which falls in line with the energy crisis in Germany due to the failed Green Energy policies. Not only did […] German MP calls for NordStream to […]

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GM Ends Robotaxis

Daily Standup Top Stories Job One for Doug Burgum at Interior – David Blackmon December 11, 2024 Clark Savage Anticipating a potential Donald Trump win over first Joe Biden and then Kamala Harris in the presidential race, officials and bureaucrats have spent the last 12 months pushing out as many new regulations as they […] Oil Wobbles […]

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Sustainable Drill Growth

Daily Standup Top Stories Drill, Baby, Drill’ Hits Wall of Capital Restraint – More like Drill Baby Drill when fiscally responsible! November 13, 2024 Clark Savage Trump will encounter a very different mindset of shale industry executives in 2025 compared to the late 2010s. Discipline and a pragmatic approach to balancing production growth with shareholder returns […]

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Oil Giants Compete for Shell

Daily Standup Top Stories Oil Majors and Traders Vye for Shell’s South African Assets September 8, 2024 Stu Turley Shell is divesting from its downstream operations in South Africa, attracting interest from major oil traders and national oil companies. Saudi Aramco, ADNOC, Trafigura, and other major players are in the race to acquire Shell’s […] Trump pledges […]

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