The U.S. federal government officially entered a shutdown on October 1, 2025, after Congress failed to pass a stopgap funding bill amid partisan divisions between Republicans and Democrats. This marks the first such lapse in nearly seven years, with immediate ripple effects across various sectors, including energy. While the economic drag is estimated at about […]
ENB PUB Note: A great article from Ronald Stien, author and friend of the Energy News Beat podcast. He raises some significant points regarding Ukraine, Russia, and California. The key point is energy infrastructure. I still feel that the best way to end the Ukraine war is to get President Putin to the table with […]
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. […]
