Author: Stu

Geothermal Breakthrough Looks to Break Open 150 Gigawatt Energy Revolution – If State and Federal Regulators Can Get Out of the Way

America stands on the cusp of a geothermal energy revolution that could deliver up to 150 gigawatts (GW) of clean, constant, 24/7 baseload power—enough to power tens of millions of homes and slash reliance on intermittent renewables or fossil fuels. The breakthrough? Enhanced Geothermal Systems (EGS), which use advanced drilling techniques borrowed from the oil […]

Crescent Energy (CRGY) Valuation Post Earnings and Expectations

Crescent Energy Company (NYSE: CRGY) continues to solidify its position as a top-10 U.S. independent oil and gas producer, delivering strong free cash flow, disciplined capital allocation, and accretive growth through acquisitions. Following its transformative 2025 M&A activity—including the December 2025 all-stock acquisition of Vital Energy—and robust Q4/full-year 2025 earnings, the company is well-positioned amid […]

Demand Destruction is on the Horizon with a Billion-Barrel Hormuz Oil Shock About to Send Prices Up

As the Iran war enters its third month, the world is staring down the barrel of the largest oil supply disruption in history. The Strait of Hormuz—the chokepoint for roughly one-fifth of global petroleum trade—has been effectively closed to most non-Iranian shipping since early March 2026. Bloomberg’s latest analysis warns that the resulting “billion-barrel oil […]

Baker Hughes Q1 Revenue Beats Estimates by $260 Million as LNG Order Surge

Houston-based energy technology leader Baker Hughes (NYSE: BKR) delivered a strong start to 2026, posting first-quarter revenue of $6.59 billion — beating Wall Street estimates by approximately $260 million — driven by a record surge in Industrial & Energy Technology (IET) orders fueled by liquefied natural gas (LNG), power generation, and energy infrastructure demand. The […]

US Energy Exports Hit Records as Energy Markets Shift

U.S. energy exports have surged to unprecedented levels in 2026, driven by global supply disruptions from the ongoing conflict in the Middle East and the effective closure of key Persian Gulf shipping routes. According to The Wall Street Journal, crude oil and petroleum product exports reached a record of nearly 12.9 million barrels per day […]

The Global PetroChemical Feedstocks Shock is Unfolding

As the Strait of Hormuz remains effectively closed following the escalation of the U.S.-Israel-Iran conflict in late February 2026, the world is witnessing what energy experts are calling the largest supply shock in history. Traffic through the strait has plummeted by over 95%, choking off roughly 20% of global oil and LNG flows, along with […]

U.S. Gasoline Remains a Bargain Compared to Europe – and California

ENB Pub Note: This article ran on David Blackmon’s Substack, and we highly recommend subscribing.  Even as U.S. gasoline prices rise again amid ongoing Strait of Hormuz tensions, American drivers are still paying less than half what Europeans and Asians endure at the pump. The reason is simple: America chose lower taxes and genuine energy security. […]

It is time to redefine the Levelized Cost of Energy

The standard Levelized Cost of Energy (LCOE) has dominated energy policy discussions for years. Policymakers, media, and even some industry reports cite it to claim that wind and solar are now the “cheapest” forms of new electricity generation. But as Germany’s Energiewende and certain U.S. states demonstrate, this metric is dangerously incomplete. It ignores the […]

Canada Approves Enbridge’s $4 Billion Sunrise Gas Expansion

In a significant boost for British Columbia’s natural gas sector and Canada’s position as an energy superpower, the federal government today approved Enbridge Inc.’s $4 billion Sunrise Expansion Program. The project will add up to 300 million cubic feet per day (MMcf/d) of additional transportation capacity to the southern section (T-South) of Enbridge’s Westcoast natural […]

Energy Security Starts at Home, and Your Energy Dominance Is Exhibited Through Your Exports – How is the U.S. Shipbuilding rolling out?

In an era of global energy volatility—exemplified by the 2026 Strait of Hormuz crisis and surging U.S. oil and LNG exports—true energy security isn’t just about drilling and producing at home. It’s about controlling the vessels that carry American energy to the world. President Donald J. Trump’s administration has made this crystal clear: Energy dominance […]