In the high-stakes game of geopolitical chess, the European Union is once again flirting with a bold—and potentially explosive—move: leveraging hundreds of billions in frozen Russian assets to bankroll Ukraine’s defense and reconstruction. At a summit in Brussels earlier this week, EU leaders punted on a final decision, deferring it to December while tasking the […]
Josh Young, founder and CEO of Bison Interests, joins David Blackmon and Stu Turley to unpack the major developments shaping today’s energy markets. From new sanctions and shifting trade policies to rare earth supply issues and OPEC capacity, the conversation explores how political and geopolitical factors continue to influence oil, gas, and investment trends. Josh […]
In an outstanding interview with Larry Kudlow on Fox Business, Secretary Chris Wright covers some key points on the upcoming China meetings with President Trump and President Xi. • The U.S. Energy Secretary, Chris Wright, discussed the government’s efforts to develop and produce rare earth elements, which are critical for various industries. • China has […]
Weekly Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine […]
In a pointed op-ed published today in The Telegraph, energy analyst and former Shell executive Nick Butler delivers a sobering rebuke to the uncompromising zeal of environmental groups like Greenpeace. Titled “Greenpeace is wrong – we can’t have net zero at any price,” the piece praises UK Energy Secretary Ed Miliband’s dedication to decarbonization but […]
The blistering rally in power stocks, ignited by the insatiable energy appetites of AI data centers, appeared unstoppable earlier this year. Utilities and independent power producers surged as Wall Street bet big on a structural shift in electricity demand. But as autumn sets in, cracks are emerging. Shares in key players like Vistra Corp. (VST) […]
As the Ukraine conflict grinds into its fourth year, Western powers are once again turning to the familiar playbook of economic sanctions. This week, the United States slapped sweeping restrictions on Russia’s two largest oil producers, Rosneft and Lukoil, while the European Union rolled out its 19th sanctions package, targeting over 100 shadow fleet tankers […]
In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Wasif Latif, President of Sarmaya Partners, to explore the “Return to Tangibles” investment thesis. Latif explains why commodities like gold, silver, copper, and platinum are outperforming tech stocks and bonds in today’s market. He breaks down the geopolitical catalysts, surging industrial […]
Baker Hughes Company (NASDAQ: BKR), a leading energy technology firm, reported robust third-quarter 2025 results today, underscoring its strategic pivot toward high-growth areas like liquefied natural gas (LNG) and energy transition technologies amid a softening oilfield services environment. Total revenue reached $7.0 billion, marking a modest 1% increase both sequentially and year-over-year, while adjusted earnings […]
In a resounding affirmation of the liquefied natural gas (LNG) market’s resilience and growth, global LNG shipments soared to a historic high of 34.59 million metric tons (Mt) in September 2025, marking a 3.7% increase year-over-year. This surge underscores the sector’s pivotal role in meeting escalating energy demands, particularly as Europe ramps up winter preparations […]
