Author: Stu

What Is the Fed Going to Do at the Next Rate Meeting?

As of November 20, 2025, the financial world is abuzz with speculation about the Federal Reserve’s upcoming Federal Open Market Committee (FOMC) meeting, scheduled for December 9-10. The big question on everyone’s mind—particularly in the energy sector—is whether the Fed will cut interest rates, hold steady, or even signal a more hawkish stance amid lingering […]

China Goes Nat Gas to Nuclear (N2N) – Robert Bryce

In a recent Substack post, energy analyst Robert Bryce delves into China’s evolving energy strategy under President Xi Jinping, challenging the dominant media narrative that portrays the country as a leader in “clean” renewables like solar and wind. Instead, Bryce argues that the real story is China’s aggressive push into what he dubs “N2N”—a shift […]

German Power Prices Surge as Natural Gas and Coal Use Soars

In the chill of late 2025, Germany is grappling with a stark reminder of its energy vulnerabilities. Power prices have surged amid a spike in fossil fuel generation, reaching the highest levels in nearly nine months due to cold weather and subdued wind output. This development underscores the nation’s ongoing struggle to balance ambitious climate […]

The US Biggest Natural Gas Pipeline Buildout Since 2008 Propels Energy Dominance

In a resurgence reminiscent of the late 2000s energy boom, the United States is witnessing its largest natural gas pipeline expansion in nearly two decades. With up to a dozen major projects underway, primarily in the southern states, this buildout is set to enhance the nation’s energy infrastructure, boost export capabilities, and solidify America’s position […]

Aramco Enters Agreements with US Energy Firms Worth Up to $30B

Saudi Aramco, the world’s largest oil exporter, has announced a series of 17 memoranda of understanding (MoUs) and agreements with U.S. companies, potentially valued at more than $30 billion. These deals build on earlier announcements in May 2025, bringing the total collaboration pipeline with U.S. firms to approximately $120 billion this year. This move underscores […]

Refining Margins Climb as Global Oil Product Markets are Squeezed

In the dynamic world of energy markets, refining margins—the profit earned by converting crude oil into usable products like gasoline, diesel, and jet fuel—have surged to multi-year highs in November 2025. This climb is driven by a confluence of factors squeezing global oil product supplies, including refinery outages, seasonal maintenance, geopolitical disruptions, and policy-driven closures. […]

America Revives Three Mile Island With a $1B Loan

The Loan is a great thing for consumers and the United States It is interesting to see the backlash on the people not supporting the loan to get a nuclear reactor back online, when it is a great business loan. The US Government will make money, while the consumers will be insulated from prices at […]

Nvidia Earnings Released and Helps Ease the Fear of an AI Tech Bubble

In a highly anticipated release on November 19, 2025, Nvidia Corporation unveiled its third-quarter fiscal 2026 earnings, delivering results that surpassed Wall Street expectations and provided a much-needed boost to the AI sector. The chip giant reported record-breaking revenue of $57.0 billion, marking a 62% increase year-over-year and a 22% rise from the previous quarter. […]

$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security

In a landmark move to revitalize America’s nuclear energy sector, the U.S. Department of Energy (DOE) has finalized a $1 billion loan to Constellation Energy Generation, LLC, paving the way for the restart of the Crane Clean Energy Center—formerly known as Three Mile Island Unit 1. This Pennsylvania-based nuclear facility, which ceased operations in 2019, […]

EIA Reports Surprise Crude Oil Inventory Dip

The U.S. Energy Information Administration (EIA) has once again shaken up the energy markets with its latest Weekly Petroleum Status Report, revealing an unexpected drawdown in crude oil inventories for the week ending November 14, 2025. This surprise dip comes amid fluctuating global demand signals and ongoing geopolitical tensions, providing fresh insights into the state […]