In a move signaling a strategic pivot amid rising debt and fluctuating energy markets, TotalEnergies has announced significant reductions in its capital expenditure (CapEx), with cuts exceeding $1 billion annually starting in 2026, and earlier adjustments already impacting its 2025 plans. The French energy giant, one of the world’s largest integrated oil and gas companies, […]
Daily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage 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 […] Chinese Lithium […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
