Author: Stu

ExxonMobil Working with NextEra to Develop Gigawatt Data Center for Hyperscaler

In a groundbreaking move that underscores the intersection of energy and technology, ExxonMobil and NextEra Energy have announced a partnership to develop a massive gigawatt-scale data center site tailored for hyperscalers—those tech giants powering the AI revolution. This collaboration highlights how traditional oil and gas players are pivoting toward sustainable energy solutions to meet the […]

M&A Deal Brings Home the First Heavy Rare Earth Refinery

In a groundbreaking move for North America’s energy and critical minerals sector, REAlloys Inc. has merged with Blackboxstocks Inc. (NASDAQ: BLBX), paving the way for the continent’s first commercial-scale heavy rare earth refinery. This merger, combined with a strategic partnership with the Saskatchewan Research Council (SRC), marks a significant step toward reducing dependency on foreign […]

Grid Stocks Are Poised to Take Advantage of Years of Neglect, Even Past the AI Boom

In an era where artificial intelligence (AI) is reshaping industries, one often-overlooked beneficiary is the U.S. electric grid—a system that has suffered from decades of underinvestment and neglect. As data centers powering AI consume ever-greater amounts of electricity, the push for grid modernization is accelerating. But this isn’t just an AI story; it’s about addressing […]

Antero to Buy Gas Assets from Quantum’s HG for $2.8 Billion

In a significant move within the natural gas sector, Antero Resources Corp. (NYSE: AR) has announced its agreement to acquire upstream natural gas production assets from HG Energy II LLC, a portfolio company of Quantum Capital Group, for $2.8 billion in cash, plus the assumption of HG’s commodity hedge book. This deal, part of a […]

Why Are the Supermajor Oil Companies Rushing into Libya at the Same Time?

In a move that feels like a seismic shift in the global energy landscape, the world’s biggest oil giants—ExxonMobil, Chevron, BP, Shell, TotalEnergies, and Eni—are all piling into Libya simultaneously after more than a decade of steering clear. It’s the first major exploration bidding frenzy in the North African nation since 2007, and it’s got […]

Did Trump Just Kill Joe Biden’s EV Dreams

This was a fun podcast with Tammy Nemeth, Irina Slav, David Blackmon, and Stu Turley! We had way too much fun and had some great comments from the live audience. We also had some great insights from Dr. Graham Conway, Principal Engineer in the Automotive Division at Southwest Research Institute. A shout-out to Rodney, who […]

Demand for Nat Gas Spikes Prices, and Creates Market for Coal

In the evolving landscape of global energy, 2025 has marked a pivotal shift where surging demand for natural gas—fueled by artificial intelligence (AI) data centers, liquefied natural gas (LNG) exports, and seasonal weather patterns—has driven prices upward, inadvertently breathing new life into coal-fired power generation. As the world grapples with the dual imperatives of technological […]

DAVID BLACKMON: Trump Deals Biden’s EV Dreams A Death Blow

ENB Pub Note: Stu Turley, Irina Slav, Tammy Nemeth, and David Blackmon will be covering this story tomorrow morning live on X, YouTube, and LinkedIn. This is a huge story as the auto markets in the United States may survive thanks to the end of the Biden/Obama mandates. Excellent article that was published on the […]

New Report Warns Consequences of an Oil Pipeline Shutdown Would ‘Cascade Across the State’

ENB Pub Note: This article is a fantastic follow-up to the interview that Stu Turley, Mike Umbro, and Katy Grimes had on the Energy News Beat Podcast on Friday. This is a gigantic Energy Security problem that the Trump Administration is now facing. We will be following this huge crisis, and please follow Katy at […]

Oil could be next year’s gold, says investor Peter Boockvar

Peter Boockvar, CIO of One Point BFG Wealth Partners, was interviewed on ‘Fast Money’ to discuss why he is bullish on energy heading into 2026. I found this story very interesting as Peter goes through the key bullet points. Their interview was on CNBC. This Friday, Stu Turley and David Blackmon will host a discussion […]