Author: Stu

Five Energy Market Trends to Track in 2026: The Year of the So-Called Glut

As we step into 2026, the global energy landscape is poised for turbulence, with whispers of an oil “glut” dominating headlines. Yet, this narrative may be overstated, influenced by geopolitical pressures and market dynamics that could reshape supply realities. Drawing from recent analyses, including Reuters’ outlook and insights from OPEC and specialized energy commentary, here […]

California State Auditor Uncovers $70 Billion in Lost Taxpayer Funds: Mismanagement Hits Energy, Social Programs, and Infrastructure

In a bombshell 92-page report released by the California State Auditor, investigators have revealed that over $70 billion in taxpayer funds have been effectively lost due to fraud, waste, and ineffective spending across various state programs. This staggering figure includes significant allocations to energy initiatives, social services, and major infrastructure projects that have failed to […]

Asia Dominates the Nuclear Growth Under Construction

As the world grapples with the dual challenges of energy security and climate change, nuclear power is experiencing a renaissance. With net-zero goals looming large, countries are ramping up investments in clean, reliable baseload energy. According to the latest data, approximately 70 nuclear reactors are under construction globally, representing a total gross capacity of around […]

AI and Data Centers, and Geopolitics, Will Shape the Energy Markets in 2026 – BYOP: Bring Your Own Power

As we close out 2025, the artificial intelligence boom isn’t just transforming tech—it’s reshaping the entire energy landscape. Forget BYOB at the party; in the world of hyperscale computing, it’s all about BYOP: Bring Your Own Power. With AI’s insatiable appetite for electricity driving unprecedented demand, data center operators are racing to secure their own […]

What is Going on with Silver, Gold and Oil?

As we close out 2025, the commodities markets are buzzing with volatility, driven by a mix of geopolitical tensions, supply deficits, and economic uncertainties. Gold and silver have seen explosive gains this year, with silver emerging as one of the hottest trades amid fears of debt crises and industrial shortages. Oil, meanwhile, remains subdued but […]

The 7 Most Impactful Energy Events Of 2025

ENB Pub Note: This is from David Blackmon’s Substack, and I will be talking with him about this and his projections for 2026 next week. We will be interviewing Doomberg on January 6th. As he lists the five most impactful energy events, we will add to this list and cover all of them on Wednesday’s […]

Ukraine Says It Strikes Rosneft’s Syzran Oil Refinery in Samara

In a bold escalation of its long-range drone campaign, Ukraine has claimed responsibility for a strike on Rosneft’s Syzran oil refinery in Russia’s Samara region. The attack, which occurred overnight on December 27, 2025, marks the latest in a series of targeted operations aimed at disrupting Russia’s energy infrastructure amid the ongoing conflict. Ukrainian military […]

How Trump’s Venezuelan Blockade Is Disrupting Oil Flows to China and Cuba: Impacts in 2026 for Investors and Consumers

As the world grapples with shifting geopolitical tensions, President Donald Trump’s administration has ramped up pressure on Venezuela’s Nicolás Maduro regime through a bold new policy: a total blockade on sanctioned oil tankers entering and leaving Venezuelan ports. Announced in mid-December 2025, this move marks an escalation in U.S. “gunboat diplomacy,” involving military enforcement to […]

U.S. Breaks 15-Year Run Of Coal Declines With Increased Demand

ENB Pub Note: A shout-out to the Cowboy State Daily site and newsletter. We recommend following them as they do an outstanding job covering Wyoming and key issues.  The International Energy Agency reports global coal demand is expected to hit a new record high in 2025. In the U.S. and Wyoming, it’s expected to increase […]

Venezuela Never Paid Back Debt Owed to ExxonMobil and ConocoPhillips

In the world of global energy politics, few stories highlight the tensions between resource nationalism and international investment as starkly as Venezuela’s ongoing disputes with U.S. oil giants ExxonMobil and ConocoPhillips. Stemming from the 2007 nationalization of oil projects under President Hugo Chávez, these conflicts have resulted in billions of dollars in unpaid arbitration awards. […]