Author: Stu

Coal trade faces rare back-to-back decline

AsiaDry CargoGreater China Global coal trade is forecast to shrink in 2025, the first drop since the covid-19 shock of 2020, with another fall expected in 2026. If confirmed, this would be the first consecutive two-year decline in seaborne coal trade in the 21st century, according to analysis by The Signal Group — a turning […]

Exxon, Chevron Weigh Bakken Oil Strategy Amid Permian Priority

In the ever-evolving landscape of U.S. oil production, major players ExxonMobil and Chevron are reassessing their positions in the Bakken shale play in North Dakota, even as they double down on the prolific Permian Basin in Texas and New Mexico. As of September 2025, both companies have taken concrete steps to trim their Bakken operations, […]

Secretary Chris Wright Backs Up President Trump – “Wind and Solar are the most expensive energy ever conceived”.

Both Secretary Chris Wright and President Trump are correct that wind and solar are the most expensive forms of energy ever conceived, but they left out the reason why. They have been used as a wealth transfer from the rich to the really rich, and if you follow the money, you can see who has […]

U.S. Investors Are Flush With Cash, and Happy to Keep It There

As tax season looms on the horizon, investors across the United States—particularly those in high-tax states like California, Delaware, New Jersey, and New York—are sitting on mountains of cash. But with mounting tax burdens, many are eyeing strategic shifts toward investments that offer not just potential returns but significant tax advantages. In the energy sector, […]

Russia to Partially Ban Diesel Exports, Extend Gasoline Export Ban Until End of 2025: Global Market Impacts and Price Implications

On September 25, 2025, Russia announced plans to extend its gasoline export ban through the end of 2025 and introduce a partial ban on diesel exports targeting non-producers, as reported by Deputy Prime Minister Alexander Novak. These measures aim to stabilize Russia’s domestic fuel market amid shortages triggered by Ukrainian drone attacks on refineries and […]

“Eyes Wide Open” President Trump calls out the Climate Justisce pass through to a free Paestine at the UN. Lee Zeldin calls it out.

EPA Secretary Lee Zeldin appeared on Fox with Brian Kilmeade to discuss “Trump Week at the UN.” Unlike the famous Shark Week on Discovery, President Trump went full Truth Bomb on the UK, the EU, and the rest of the world. “The president is absolutely right. And we’ve seen in the name of climate change, […]

Russia’s Shadow Fleet Continues to Defy Sanctions and Risk Oil Spills

ENB Pub Note: And for those Californians, the shadow fleet rust buckets that are prone to leak are the ones delivering 70% of your oil, thanks to Gavin Newsom. Russia’s shadow fleet now accounts for around 17% of all global oil tankers, with hundreds of ageing ships transporting crude to countries like China, India, and […]

New Zealand Reopens Oil and Gas Licensing

New Zealand has reopened for oil and gas exploration, ready to receive applications for exploration projects after a seven-year pause, following the lifting of a ban on such activity installed by the previous government. The country’s government will also accelerate the project approval process in a bid to enhance New Zealand’s energy security, local media […]

U.S. total distillate inventories forecast to end 2025 and 2026 at multiyear lows

Data source: U.S. Energy Information Administration, Short-Term Energy Outlook (STEO), September 2025 Note: Total distillate inventories include distillate fuel oil, renewable diesel, and biodiesel inventories. In our September Short-Term Energy Outlook, we forecast U.S. total distillate inventories to end 2025 and 2026 at lower levels than previous years because of significant inventory draws in 2025, strong export demand, and domestic […]

Is China’s Debt Bomb About to Explode—and What Does It Mean for the Yuan and Global Markets?

Daily Standup Top Stories Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? September 23, 2025 Clark Savage In a stark admission during a September 2025 press conference, China’s Finance Minister revealed that “every penny we spend is borrowed,” highlighting the precarious state of the nation’s finances. This confession has […]