ENB Pub Note: This article is from Andrew Korybko’s Substack newsletter. He has some very interesting points that seem to add up to the geopolitical actions going on right now. This is the grand strategic context within which Russia’s talks with the US and Ukraine are taking place. Casual observers are convinced that Trump […]
In a move that underscores the ongoing consolidation and optimization in the U.S. oil industry, ConocoPhillips (COP) is reportedly exploring the sale of certain assets in the Permian Basin valued at approximately $2 billion. This development, first reported by Bloomberg, comes as the company seeks to streamline its portfolio following a series of major acquisitions. […]
As the energy landscape evolves, Canada’s oil sands sector is buzzing with anticipation. Following a whirlwind 2025 marked by record production, infrastructure expansions, and shifting global demands, industry analysts predict a wave of mega-mergers in 2026. With smaller acquisition targets dwindling after a busy year of deals, larger players are eyeing consolidations to boost efficiency, […]
The oil market in early 2026 has been anything but predictable. What was expected to be a year of oversupply and sluggish prices has instead delivered a surge in volatility, driven by geopolitical flare-ups and unexpected supply disruptions. At the center of this storm is Iran, where escalating tensions with the United States have prompted […]
In a move that echoes the tense standoffs of the Cold War era, a tanker believed to be laden with Russian fuel is steaming toward Cuba, directly challenging the stringent sanctions imposed by U.S. President Donald Trump. The vessel, identified as the Sea Horse, is projected to arrive in early March, potentially providing much-needed relief […]
ENB Pub Note: This article is from Guy Massey on LinkedIn. I have reached out and will try to get him on the Podcast to discuss his viewpoints. In the previous decade data centres have gone from background infrastructure to a primary driver of electricity demand. AI has turned that curve almost vertical. Hyperscalers have […]
In a stunning revelation that underscores the resilience of Russia’s energy sector amid Western sanctions, the Financial Times has exposed a sprawling smuggling network responsible for moving at least $90 billion worth of Russian crude oil. Dubbed the “Dark Fleet,” this shadowy armada of aging tankers and opaque trading entities has been operating for years, […]
The U.S. rotary rig count remained unchanged at 551 for the week ending February 20, 2026, according to the latest data from Baker Hughes. This marks no shift from the previous week but reflects a decline of 41 rigs compared to the same period last year, when the count stood at 592. This stability comes […]
In a bold move to bolster America’s energy independence and secure vital supply chains, the U.S. Export-Import Bank (EXIM) has committed $100 billion to initiatives to strengthen U.S. and allied access to critical minerals, nuclear energy, and liquefied natural gas (LNG). This investment forms part of President Donald Trump’s broader strategy to achieve global energy […]
In an era of escalating global tensions, from ongoing conflicts in the Middle East to economic pressures on energy markets, questions about the effectiveness of international institutions are more pertinent than ever. The United Nations (UN), founded in 1945 to prevent future world wars and foster cooperation, has long been a cornerstone of global governance. […]
