In the ever-volatile world of oil markets, ConocoPhillips CEO Ryan Lance has recently challenged the prevailing narratives of an impending oil surplus. Speaking at a recent industry event, Lance questioned the notion of a glut, emphasizing that global oil demand continues to grow steadily. He argued that the market is tighter than current sentiment suggests, […]
In a market still reeling from geopolitical tensions and shifting global demand patterns, Occidental Petroleum CEO Vicki Hollub delivered a sobering yet strategic outlook at the Energy Intelligence Forum in London this week. Hollub projected that crude oil prices will remain confined to a narrow band of $58 to $62 per barrel through 2026, describing […]
As global oil markets navigate a complex landscape of supply increases, geopolitical tensions, and economic uncertainties, a notable shift has emerged in the futures curve for 2026. West Texas Intermediate (WTI) crude timespreads for several months in 2026 have slipped into contango, reflecting growing concerns over potential oversupply. This development comes amid OPEC+’s efforts to […]
In a bold push to secure America’s supply of critical minerals amid escalating tensions with China, the Trump administration has been making significant investments in Canadian mining companies. This strategy, highlighted in a recent analysis by OilPrice.com, aims to reduce U.S. dependence on Chinese-dominated supply chains for rare earth elements essential to defense, electronics, and […]
In this episode of Energy Newsbeat – Conversations in Energy, Lt. General Mike Flynn joins Stu Turley to discuss the deep-rooted corruption in U.S. institutions, the need for election integrity reforms, and the national security risks posed by failing energy policy and refinery shutdowns. Flynn highlights key insights from his bestselling book A Pardon of Innocence, calls […]
In a bold assertion that underscores the ongoing tension between global energy transitions and surging technological demands, Saudi Aramco CEO Amin Nasser declared that fossil fuels, rather than renewables, will be the primary force driving the electricity surge needed for artificial intelligence (AI) and electric vehicles (EVs). Speaking at an industry conference on October 13, […]
In a rare display of bipartisan agreement, politicians from both sides of the aisle are pointing fingers at the booming data center industry as electricity bills continue to climb across the United States. With the explosive growth of artificial intelligence (AI) and cloud computing driving unprecedented energy demands, data centers have become a convenient scapegoat […]
In a move that underscores the ongoing efforts to balance global oil markets, OPEC+ crude oil production surged by 630,000 barrels per day (bpd) in September 2025, reaching a total of 43.05 million bpd. This increase marks the completion of the unwinding of 2.2 million bpd in voluntary cuts that began in April 2025, as […]
China v. America on Rare Earth and Critical Energy Minerals You won’t want to miss this live discussion from the Energy Realities team on China v. the US in the Critical Mineral market control that is getting global attention. China has been taking additional steps to control supply in various ways, and we will cover […]
Daily Standup Top Stories The Current State of Critical Minerals in the US Market October 12, 2025 Clark Savage In an era defined by the push toward clean energy, electrification, and advanced technologies, critical minerals have emerged as the backbone of modern manufacturing and national security. These essential resources—ranging from lithium for batteries to […] China and […]
