Author: Stu

Occidental Petroleum in Talks to Sell OxyChem Unit, FT Says

In a significant move that could reshape its portfolio and bolster its financial health, Occidental Petroleum Corp. (NYSE: OXY) is reportedly negotiating the sale of its petrochemical division, OxyChem, in a deal valued at a minimum of $10 billion. This potential transaction, first reported by the Financial Times and citing sources familiar with the matter, […]

How the Newest Snapback Sanctions on Iran from the EU Will Impact the Global Oil Markets

The 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 […]

Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges

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 about the lack of investor returns in Green Energy, and the full commitment and delivery of billions back to shareholders […]

Dallas Fed Survey Reveals Unrest in America’s Shale Patch

ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up a huge discrepancy between “Drill Baby Drill” and what is actually happening in the oil and gas industry in the U.S. I am scheduling Josh Young from Bison Interests to discuss the current oil and gas market on […]

Assessing Reports That Ukraine Is Preparing A False Flag Drone Provocation Against NATO

ENB Pub Note: This article is from Andrew Koryko’s newsletter and serves as a warning to keep a level head and look out for false flags or fake events. Having captured Russian drones bomb NATO logistics hubs in Poland and Romania via a modern-day “Gleiwitz incident” could achieve Ukraine’s goal of sparking a hot NATO-Russian […]

Warren Buffett Was Right on Energy, China’s in Debt – ENB Weekly Recap

How 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 […]

U.S. Presses India: Cut Russian Oil Imports or Watch Trade Deal Slip Away – Could be bad for the U.S. Dollar

In an escalating geopolitical chess game, the United States is ramping up pressure on India to reduce its imports of Russian crude oil, tying the issue directly to the progress of bilateral trade negotiations. As of September 26, 2025, U.S. trade officials have made it clear that curbing these purchases is a prerequisite for lowering […]

U.S. Shale Costs to Soar to $95 per Barrel Within a Decade

The U.S. shale oil industry, a cornerstone of global energy supply, is facing a pivotal shift. According to recent analysis from energy intelligence firm Enverus, the marginal cost of U.S. shale oil production is projected to escalate from around $70 per barrel today to as high as $95 per barrel by the mid-2030s. This forecast […]

Zelensky Says Trump Signed Off on Strikes Against Russian Energy Infrastructure, and I Call Hogwash

In a recent Axios interview, Ukrainian President Volodymyr Zelensky made a bold assertion: that U.S. President Donald Trump has given the green light for Ukraine to retaliate against Russian attacks on its energy sector by targeting Russia’s own energy infrastructure. According to Zelensky, “If they attack our energy, President Trump supports that we can answer […]

The Surprising Red State Repeating California’s Mistakes

In the heart of America’s energy belt, Louisiana—a staunchly red state known for its deep ties to the oil and gas industry—is shockingly emulating the progressive playbook of California. Recent lawsuits targeting fossil fuel companies for alleged contributions to climate change are not only threatening the state’s economic backbone but also poised to inflate energy […]