Author: Stu

Jamie Dimond gives a warning on the markets, and we are waiting on the Strait of Hormuz deal or not.

We cover 9 Big stories on the Energy News Beat Stand Up We cover 9 huge stories today. We would like to take a moment to wish all of our great Veterans a Happy Memorial Day, who gave their all so we could be free. Getting to spend time with my 91-year-old Vietnam Vet Dad, […]

The Wind Turbine is an Oil Product – The Hammer and Anvil SubStack

Home>Crude Oil>The Wind Turbine is an Oil Product – The Hammer and Anvil SubStack This is an outstanding article from Nathan Hammer’s Substack Hammer and Anvil.  Every time you see a 400 foot wind turbine cutting through the sky, you are looking at a machine designed to harvest the wind. It feels clean. It feels weightless, […]

AI Could Unlock $500 Billion for Oil and Gas Producers by 2030 — But Only with Accountability

The upstream oil and gas sector stands on the cusp of a transformative opportunity. According to fresh analysis from Rystad Energy, digitalization and artificial intelligence could generate nearly $500 billion in cumulative value for Exploration & Production (E&P) companies between 2026 and 2030. This windfall would come through three main levers: cost reductions via more […]

There’s a Party Going on in the Permian Delaware – Reese Energy Consulting

The Delaware Basin, the western half of the mighty Permian, is buzzing with deal-making energy. According to Reese Energy Consulting’s May 21, 2026, update, “Looks like the Delaware this week is host of Party Central in Perm Town for upstream M&A and a midstream FID.” With crude prices volatile and recently tipping toward $100 per […]

US Rig Count Jumps the Most in Four Years: Oil-Directed Drilling Leads Multi-Week Surge

U.S. energy drillers added rigs at the fastest pace in years this week, with Baker Hughes reporting a solid +7 increase in the active rotary rig count to 558 for the week ending May 22, 2026. This marks the largest weekly gain in recent memory and extends a four-week streak of increases—the first such sustained […]

Ørsted Explores $1 Billion+ Sale of US Onshore Renewables Assets Amid Strategic Pivot and US Policy Uncertainty

Danish renewable energy giant Ørsted is reportedly exploring the sale of its US onshore renewable assets in a deal that could exceed $1 billion, according to Bloomberg reporting on May 22, 2026. The move comes as the company continues its global farm-down strategy, sharpens focus on core offshore wind in Europe and Asia, and navigates […]

Net Zero, Wind and Solar: A More Expensive Combination for European and U.S. Grids

Lars Schernikau, Author and prior guest on the Energy News Beat nails it. Europe’s electricity grid may be the most complex machine humanity has ever built. Yet energy debates too often reduce the conversation to installed capacity, solar additions, or wind megawatts. This narrow focus misses the real engineering and economic reality. Europe’s electricity grid […]

Iran Creates a Persian Gulf Control Zone Including the UAE Exit Ports

In a significant escalation of its maritime posture, Iran has formally established a “controlled maritime zone” in the Strait of Hormuz through its newly created Persian Gulf Strait Authority (PGSA). The authority—widely understood to operate under the Islamic Revolutionary Guard Corps (IRGC)—has published an official map and set up a social media presence to assert […]

NVIDIA Announces Record Q1 FY2027 Results: $81.6 Billion Revenue, Strong Margins, and Major Shareholder Returns Signal AI Momentum

NVIDIA (NASDAQ: NVDA) delivered another blockbuster quarter, reporting record revenue of $81.6 billion for its first quarter of fiscal 2027 (ended April 26, 2026). This represents a robust ~20% sequential increase from Q4 FY2026’s $68.1 billion and an impressive ~85% year-over-year jump. The results significantly beat Wall Street expectations (consensus around $79–79.2 billion) and underscore […]

Energy Stocks Are Misrepresented to Investors

Wall Street has a blind spot the size of a supertanker — and it’s called the energy sector. In a recent wide-ranging interview on Kitco News, veteran investor Ted Oakley, founder and managing partner of Oxbow Advisors, sat down with anchor Jeremy Szafron and delivered a blunt assessment: Wall Street is completely mispricing energy. Oakley […]