Author: Stu

Natural Gas Powering the Future

Energy Security Starts at home, and Jason hits Energy Dominance through Service out of the park. You have heard me say, “Energy Security starts at home, and Energy Dominance comes through your exports”. Well, Jason is a great example of how Energy Dominance can’t happen without exporting our great oilfield services to countries that need […]

The Strait of Hormuz is still closed, and $82 is the Floor, and Goldman says we may see $100 for the rest of 2026

The Strait of Hormuz is still closed, and we have 9 huge stories to cover on today’s Energy News Beat Stand Up. I am calculating that $82 will be the new floor once the tankers are rolled out of the Persian Gulf and refilled. Goldman Sachs says that if the Strait is not open within […]

How Much Oil Has Venezuela Shipped?

An Energy News Beat Analysis of Volumes, Customers, Revenues, and Key Players Venezuela holds the world’s largest proven crude oil reserves — approximately 303 billion barrels — yet its actual output and exports have been a fraction of that potential for years due to decades of underinvestment, infrastructure decay, mismanagement, and shifting international sanctions. Oil […]

What’s At Stake In The “Battle For Hungary”?

ENB Pub Note: This article comes from Andrew Korybko’s Newsletter on Substack, and Stu will be covering it on the next Energy News Beat Stand Up. This is a critical election, and Orban has been standing up for Hungary first, and is a good leader.  The Hungarian people have the greatest stakes since they’ll be […]

LNG Exports in 2026 Are Up with New Production On Line

U.S. liquefied natural gas (LNG) exports are accelerating in 2026 as new liquefaction trains ramp up and existing facilities hit higher utilization rates. After setting multiple records in 2025—including the first year the United States exceeded 100 million metric tons (MMT) of LNG shipped—volumes are climbing further thanks to fresh Gulf Coast capacity. This growth […]

California wants to fund green jet fuel — by raiding your road repair budget

California wants to fund green jet fuel — by raiding your road repair budget By Alejandro Lazo, CalMatters This story was originally published by CalMatters. Sign up for their newsletters. Gov. Gavin Newsom is advancing a plan that could funnel hundreds of millions in road dollars to a struggling oil refinery — pitching it as […]

U.S. LNG Exports Head to New Heights on Record Buying Levels

U.S. liquefied natural gas (LNG) exports have shattered records in early 2026, driven by record global buying, new domestic production capacity coming online, and supply disruptions in the Middle East that have redirected demand toward American cargoes. Preliminary data shows March 2026 exports hit an all-time high of 11.7 million metric tons (mmt), surpassing the […]

JP Morgan’s Letter to Investors: Implications and Actions

Jamie Dimon, Chairman and CEO of JPMorgan Chase, released his highly anticipated 2025 Annual Letter to Shareholders on April 6, 2026. In it, Dimon delivers a sobering assessment of geopolitical risks, with the ongoing war in Iran and broader Middle East hostilities taking center stage. While the full letter spans broader economic, regulatory, and strategic […]

NANO Nuclear Granted U.S. Department of Energy’s GAIN Voucher Award in Collaboration with Oak Ridge National Laboratory to Develop a Validated UQ Framework Tailored to the KRONOS MMR™ Energy System

NANO Nuclear Energy Inc. (NASDAQ: NNE) (“NANO Nuclear” or “the Company”), a leading advanced nuclear micro modular reactor (MMR) and technology company focused on developing clean energy solutions, today announced that it has been awarded a Gateway for Accelerated Innovations in Nuclear (GAIN) Voucher, NE-26-38854, by U.S. Department of Energy (DOE) relating to its KRONOS MMR Energy System titled, “Uncertainty […]

Texas is leading in AI and Data Centers, but at what cost?

Texas is rapidly emerging as the epicenter of the AI-driven data center boom. With abundant land, affordable energy, and a business-friendly climate, the Lone Star State is attracting hyperscalers and tech giants at a record pace. But this explosive growth comes with a steep price tag for taxpayers—and potentially for the state’s electric grid and […]