Author: Stu

China v. America on Rare Earth and Critical Energy Minerals

China v. America on Rare Earth and Critical Energy Minerals You won’t want to miss this live discussion from the Energy Realities team on China v. the US in the Critical Mineral market control that is getting global attention. China has been taking additional steps to control supply in various ways, and we will cover […]

Why the Critical Mineral Ban from China Is Great for the United States

Daily Standup Top Stories The Current State of Critical Minerals in the US Market October 12, 2025 Clark Savage In an era defined by the push toward clean energy, electrification, and advanced technologies, critical minerals have emerged as the backbone of modern manufacturing and national security. These essential resources—ranging from lithium for batteries to […] China and […]

JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States’ economic security.

In a landmark announcement today, October 13, 2025, JPMorgan Chase unveiled its Security and Resiliency Initiative, committing to facilitate and finance up to $1.5 trillion over the next decade in industries vital to the United States’ national economic security. As part of this sweeping plan, the banking giant will make direct equity and venture capital […]

GM’s Rare-Earth Gamble Pays Off as China Tightens Magnet Exports

In a high-stakes game of global supply chain chess, General Motors (GM) has emerged as a frontrunner, thanks to its forward-thinking investments in domestic rare-earth magnet production. As China escalates its export restrictions on these critical components—essential for electric vehicle (EV) motors and other automotive technologies—GM’s strategy is not only shielding it from disruptions but […]

Are We Watching the Death of the EU in Real Time?

In the shadow of escalating geopolitical tensions and a faltering global economy, the European Union stands at a crossroads. Once hailed as a beacon of unity and prosperity, the bloc now grapples with internal divisions, economic stagnation, and policy missteps that threaten its very foundation. From Hungary’s defiant stance against Brussels’ directives to Italy’s industrial […]

Peru Bets on Chevron and Riyadh to Supercharge Its Energy Future

In a bold move to revitalize its energy sector amid global shifts toward sustainable resources, Peru is forging strategic partnerships with U.S. oil giant Chevron and Saudi Arabia. These alliances aim to unlock vast offshore oil potential and develop critical minerals like lithium, positioning the Andean nation as a key player in both traditional hydrocarbons […]

DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects

ENB Pub Note: This is an excellent article from David Blackmon on The Daily Caller. Michael Tanner and Stu Turley will be covering this on tomorrow’s daily show. This also ties into the China Critical Mineral crisis going on right now. This is an “all hands on deck” type of emergency, and energy regulations are […]

The Current State of Critical Minerals in the US Market

In an era defined by the push toward clean energy, electrification, and advanced technologies, critical minerals have emerged as the backbone of modern manufacturing and national security. These essential resources—ranging from lithium for batteries to rare earth elements for magnets—are vital for everything from electric vehicles (EVs) to renewable energy infrastructure and defense systems. However, […]

Phil Mickelson says if you want cleaner Beaches, then restart oil drilling

In a surprising twist that blends celebrity influence with hard science, golf legend Phil Mickelson is championing the restart of oil drilling off the Santa Barbara coast, arguing it could lead to cleaner beaches and a stronger California economy. Drawing from decades of scientific research, Mickelson’s stance highlights how extracting oil from underwater reservoirs might […]

China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

In a bold move amid escalating geopolitical tensions, China and Iran have formalized a significant oil-for-infrastructure agreement, effectively sidestepping U.S. sanctions through a barter system that exchanges Iranian crude for Chinese-built projects. This deal not only secures a steady oil supply for Beijing but also bolsters Tehran’s infrastructure amid ongoing economic pressures from Washington. Details […]