ENB Pub Note: Doug Sheridan nails it again, and as we see the fallout from Trump’s UN speech, the reports are in the process of dismantling the Obama-era declaration that CO2 is a pollutant. This will have a tremendous impact on the ability to lower regulations, but I like the aspect of the Department of […]
The company now sees global oil demand peaking in the mid-2030s instead of before 2030. BP: declines are coming only gradually, driven by efficiency gains and EV adoption but offset by petrochemicals. Under BP’s “Current Trajectory,” demand drops 15% by 2050, while in a “Below 2°C” scenario it plunges 70%, with EVs rising to 1.4–2.1 […]
WASHINGTON – Affordability and reliability took the lead at the American Gas Association’s Winter Heating Outlook on Tuesday as the surge in natural gas demand is met with record natural gas production and a 16% increase in technically recoverable domestic natural gas resources. While a continuation of last year’s “La Niña” weather pattern signals a colder than […]
Data source: U.S. Energy Information Administration, Short-Term Energy Outlook (STEO) Data values: U.S. Regional Electricity Generation, Electric Power Sector Two electricity markets in the Midwest still generate more electricity from coal than from natural gas in at least some months of the year: Southwest Power Pool (SPP) and the Midcontinent Independent System Operator (MISO). We expect these two […]
In a scathing critique of the Trump administration’s recent imposition of tariffs on Indian goods, energy expert Dr. Anas Al Hajji has highlighted what he sees as glaring inconsistencies in U.S. policy toward countries importing Russian energy. The tariffs, set at 50% overall with 25% specifically tied to India’s purchases of Russian crude oil, are […]
In recent years, the environmental, social, and governance (ESG) movement has reshaped the investment landscape for the oil and gas industry. While ESG criteria often cast fossil fuels in a negative light, making them nearly uninvestable for many funds, this pressure inadvertently imposed a much-needed financial discipline on Big Oil. As outlined in a recent […]
ENB Pub Note: I am writing another Substack article for tomorrow, focusing on the impact of coal on the environment and economy. This announcement from the Department of the Interior is excellent and will help get the coal mining boost it needs. The coal exports will help the trade imbalances, and the technology is helping […]
The UN and Climate Week Experience the Trump Effect What a week at the UN. They were expecting a climate and green energy rally, but they got President Trump going off the teleprompter and delivering some Energy Realities that were more like a shark in a tidal pool filled with fish that could not escape. […]
In a move signaling a strategic pivot amid rising debt and fluctuating energy markets, TotalEnergies has announced significant reductions in its capital expenditure (CapEx), with cuts exceeding $1 billion annually starting in 2026, and earlier adjustments already impacting its 2025 plans. The French energy giant, one of the world’s largest integrated oil and gas companies, […]
Daily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says advertisers are returning to big oil, I would add investors to the list. I have written several articles […] Chinese Lithium […]
