In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Thomas Land, CEO of Myriad Uranium and J2 Metals, to explore the geopolitical battle reshaping global energy. While China aggressively builds dozens of nuclear reactors to power its AI dominance, the United States remains frozen in time with just 94 reactors—a […]
As the Strait of Hormuz reopens following the mid-June U.S.-Iran ceasefire and sanctions waiver on Iranian oil sales (valid until August 21, 2026), Middle East crude flows are recovering, and tanker traffic is picking up. However, a key market twist has emerged: Asian refiners, who aggressively sourced non-Middle Eastern crude during the disruption, now have […]
Europe’s once-mighty industrial engine is sputtering, and Germany—the continent’s manufacturing powerhouse—is at the epicenter of a deepening crisis. High energy costs driven by aggressive Net Zero policies, renewable intermittency, heavy regulations, and carbon pricing are accelerating deindustrialization. Major firms are slashing jobs, closing plants, and relocating production to the United States and Asia, where energy […]
Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance. Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/ 1. Stock Market Performance & Economic Outlook Paul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include: Strong company balance sheets and […]
In a timely new analysis published today, Doomberg challenges conventional peak oil narratives with a provocative twist: it’s “Peak ‘Not Oil.’” The piece highlights how surging U.S. natural gas liquids (NGLs) — particularly propane and butane — are delivering a “tsunami of new supply” that the global economy is rapidly adapting to, rendering a narrow focus […]
ENB Pub Note: This article is from America Outloud and Ronald Stein. We recommend signing up for notices from Ronald on the link below. Can a zero-emissions world survive without crude oil? That is the wrong question. The zero-emissions debate asks when we can stop burning crude oil. The harder question — one that remains […]
Putin admitted Russia is experiencing fuel shortages and long lines at gas stations, while insisting the situation remains manageable. Ukrainian drone attacks on refineries, pipelines, and oil terminals have forced fuel restrictions across numerous Russian regions. Moscow is considering a diesel export ban and prioritizing fuel supplies for agriculture as it seeks to stabilize the […]
ENB Pub Note: This article was written by Randy Green at RHG Phoenix Petroleum, and I found it very interesting. “U.S. shale overall is maturing, not collapsing. The real story is one of adaptation: capital discipline, consolidation, longer laterals, and now EOR/refracs to maximize what’s already been developed.” No, the Eagle Ford is not done […]
The latest WellDatabase US Rig Report for June 26, 2026, shows the U.S. active rig count rising by 1 rig week-over-week to 550. This modest increase bucks a broader pattern of stability over the past year and comes against a backdrop of sharply tightening crude oil inventories—especially at the critical Cushing, Oklahoma hub—and continued draws […]
Coal-fired power plants have long been portrayed as outdated, expensive burdens on the American grid — relics that must be retired to make way for “cheaper” renewables. But the data tells a very different story. Energy Bad Boys (analysts Mitch Rolling and Isaac Orr) have delivered the receipts with a rigorous analysis of real-world operating […]
