Author: Stu

The Permian Basin Reliability Plan will cost every customer in the ERCOT region.

ENB Pub Note: This article is from Joanna Friebele on Substack, and we recommend subscribing! This is an important story from Texas and the Permian Basin. We will cover this on the podcast later in the week. “Electricity is to modern civilization what blood is to the human body.” A quote from Energy Expert Lars Schernikau. And […]

Can India Turn to Green Energy and Continue to Grow Their Economy?

India, the world’s third-largest energy consumer, stands at a critical juncture in its economic and environmental journey. With a rapidly expanding economy projected to grow at over 7% annually, the nation faces the dual challenge of meeting soaring energy demands while reducing its carbon footprint. The question is not just whether India can shift to […]

Kazakhstan Monitors Oil Output After Russian Gas Plant Hit: Assessing Damage, Impacts, and Russia’s Resilient Energy Exports

In a recent escalation of the ongoing conflict between Ukraine and Russia, Ukrainian drones targeted the Orenburg gas processing plant in Russia’s Orenburg region, one of the country’s largest facilities. This strike, which occurred overnight, has prompted Kazakhstan’s energy ministry to closely monitor its oil production, as the plant plays a critical role in processing […]

How is China Holding Up Under the Trump Tariff Wars, and Can They Still Keep Buying Oil?

In the escalating trade tensions dubbed the “Trump Tariff Wars,” China finds itself at a pivotal crossroads. For decades, Beijing has navigated the global stage with a dual narrative: projecting itself as a rising superpower domestically while leveraging its “developing country” status abroad to secure subsidies, lower tariffs, and delayed international obligations. This strategy allowed […]

Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story?

In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine conflict could drive oil prices down toward $50 per barrel, accelerating an already emerging supply surplus. This comes amid reports of a “billion-barrel flotilla” signaling the long-awaited […]

Does Antero Midstream’s (AM) Buyback and Dividend Boost Signal Enduring Capital Discipline?

In the ever-evolving landscape of the midstream energy sector, Antero Midstream Corporation (NYSE: AM) continues to draw investor attention with its focus on shareholder returns amid fluctuating commodity prices and operational demands. As a key player in gathering, compression, processing, and water handling services primarily in the Appalachian Basin, AM’s recent announcements on dividends and […]

SLB Reports Q3 Earnings Higher Than Expected

SLB (NYSE: SLB), the global leader in oilfield services, reported third-quarter 2025 earnings that surpassed analyst expectations, driven by resilient international performance, growth in its Digital segment, and contributions from the recently acquired ChampionX business. The company announced revenue of $8.93 billion for the quarter ending September 30, 2025, marking a 4% sequential increase from […]

US Oil Rig Count Stalling While Output Soars

In the dynamic world of energy production, the United States continues to defy expectations. Despite a stagnant rig count, U.S. crude oil output has reached unprecedented heights, showcasing remarkable efficiency gains and technological advancements in the industry. This trend highlights how operators are squeezing more production from fewer rigs, a testament to improved drilling techniques […]

How Trump’s Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being Saved

In a world where unelected bureaucrats at the United Nations push for sweeping environmental regulations that often amount to little more than wealth redistribution schemes, President Donald Trump’s no-nonsense approach has once again delivered a win for everyday consumers. The recent delay in the UN’s proposed global maritime carbon tax—dubbed by Trump himself as the […]

Europe is the Biggest Loser in US-China Rare Earth Wars

In the escalating geopolitical tussle between the United States and China over rare earth elements (REEs)—critical minerals essential for everything from smartphones and electric vehicles (EVs) to fighter jets and renewable energy technologies—Europe finds itself caught in the crossfire, emerging as the unintended primary victim. As both superpowers vie for dominance in supply chains that […]