Oil had a weak and volatile year, while natural gas outperformed on the back of LNG approvals, higher breakevens, and emerging data-center demand. Despite price pressure, U.S. E&Ps outperformed expectations, and production is unlikely to decline unless oil approaches the $50 per barrel threshold. Looking ahead to 2026, U.S. shale operators may expand international exposure […]
ENB Pub Note: This is an outstanding article from the Energy Bad Boys, Mitch Rolling and Isaac Orr, on Substack. We highly recommend subscribing to and supporting them. They bring out some crazy points, and I love the line “Electricity Prices: Elections Have Consequences”. With the Democrats pointing fingers at the Republicans about high prices […]
In a stark indicator of mounting pressures on Russia’s energy sector, the country’s oil and gas revenues are projected to plummet by nearly 50% in December 2025, reaching a five-year low of approximately $5.15 billion. This sharp decline caps off a challenging year, with cumulative revenues for the first 11 months of 2025 estimated at […]
The US oil and gas sector is showing signs of resilience with a recent uptick in drilling activity, even as analysts sound alarms over an impending global oil surplus. According to the latest Baker Hughes data, the US rig count rose by five to 549 in the week ending December 5, 2025, marking the fourth […]
Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts – With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called “Lens”. Wasif Latif, […]
ENB Pub Note: This is a huge story from the Cowboy State Daily, and we recommend subscribing and following them. An Albany County conservation group is accusing federal agencies of concealing eagle deaths caused by wind farms in Carbon County. Meanwhile a retired Wyoming Game and Fish biologist says the number of golden eagles — […]
ENB Pub Note: This article from the Andrew Korybko Substack parallels what Stu Turley has been talking about on the Energy News Beat podcast: the realignment of global trading blocs. We are seeing a shift from the United States supporting the EU and the UK unconditionally to the United States doing business with other nations […]
The Monroe Doctrine, first articulated in 1823, has long served as a cornerstone of U.S. foreign policy, asserting American influence over the Western Hemisphere and warning against external interference. Today, Venezuela stands at the heart of this doctrine’s modern application, embodying a high-stakes battle over resources, sovereignty, and global power dynamics. With the United States’ […]
ENB Pub Note: This article was originally published on Bison Insights by Josh Young. We highly recommend subscribing to his Substack at Bison Inights. Saudi Aramco recently brought the first phase of its Jafurah gas development online, a $100 billion project that is expected to reach 2 billion cubic feet per day of sustainable production by […]
Germany, once hailed as a pioneer in the global shift to renewable energy, is now facing a stark warning from one of its major grid operators: a potential power shortage starting as early as 2031. Amprion GmbH, responsible for a significant portion of the country’s high-voltage transmission, has highlighted that power security will deteriorate in […]
