Author: Stu

As Electricity Bills Rise, Both Political Parties Blame Data Centers

In a rare display of bipartisan agreement, politicians from both sides of the aisle are pointing fingers at the booming data center industry as electricity bills continue to climb across the United States. With the explosive growth of artificial intelligence (AI) and cloud computing driving unprecedented energy demands, data centers have become a convenient scapegoat […]

OPEC+ Production Jumped by 630,000 in September, But Can They Keep It Up?

In a move that underscores the ongoing efforts to balance global oil markets, OPEC+ crude oil production surged by 630,000 barrels per day (bpd) in September 2025, reaching a total of 43.05 million bpd. This increase marks the completion of the unwinding of 2.2 million bpd in voluntary cuts that began in April 2025, as […]

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, […]