Author: Stu

U.S. Shale Costs to Soar to $95 per Barrel Within a Decade

The U.S. shale oil industry, a cornerstone of global energy supply, is facing a pivotal shift. According to recent analysis from energy intelligence firm Enverus, the marginal cost of U.S. shale oil production is projected to escalate from around $70 per barrel today to as high as $95 per barrel by the mid-2030s. This forecast […]

Zelensky Says Trump Signed Off on Strikes Against Russian Energy Infrastructure, and I Call Hogwash

In a recent Axios interview, Ukrainian President Volodymyr Zelensky made a bold assertion: that U.S. President Donald Trump has given the green light for Ukraine to retaliate against Russian attacks on its energy sector by targeting Russia’s own energy infrastructure. According to Zelensky, “If they attack our energy, President Trump supports that we can answer […]

The Surprising Red State Repeating California’s Mistakes

In the heart of America’s energy belt, Louisiana—a staunchly red state known for its deep ties to the oil and gas industry—is shockingly emulating the progressive playbook of California. Recent lawsuits targeting fossil fuel companies for alleged contributions to climate change are not only threatening the state’s economic backbone but also poised to inflate energy […]

Coal trade faces rare back-to-back decline

AsiaDry CargoGreater China Global coal trade is forecast to shrink in 2025, the first drop since the covid-19 shock of 2020, with another fall expected in 2026. If confirmed, this would be the first consecutive two-year decline in seaborne coal trade in the 21st century, according to analysis by The Signal Group — a turning […]

Exxon, Chevron Weigh Bakken Oil Strategy Amid Permian Priority

In the ever-evolving landscape of U.S. oil production, major players ExxonMobil and Chevron are reassessing their positions in the Bakken shale play in North Dakota, even as they double down on the prolific Permian Basin in Texas and New Mexico. As of September 2025, both companies have taken concrete steps to trim their Bakken operations, […]

Secretary Chris Wright Backs Up President Trump – “Wind and Solar are the most expensive energy ever conceived”.

Both Secretary Chris Wright and President Trump are correct that wind and solar are the most expensive forms of energy ever conceived, but they left out the reason why. They have been used as a wealth transfer from the rich to the really rich, and if you follow the money, you can see who has […]

U.S. Investors Are Flush With Cash, and Happy to Keep It There

As tax season looms on the horizon, investors across the United States—particularly those in high-tax states like California, Delaware, New Jersey, and New York—are sitting on mountains of cash. But with mounting tax burdens, many are eyeing strategic shifts toward investments that offer not just potential returns but significant tax advantages. In the energy sector, […]

Russia to Partially Ban Diesel Exports, Extend Gasoline Export Ban Until End of 2025: Global Market Impacts and Price Implications

On September 25, 2025, Russia announced plans to extend its gasoline export ban through the end of 2025 and introduce a partial ban on diesel exports targeting non-producers, as reported by Deputy Prime Minister Alexander Novak. These measures aim to stabilize Russia’s domestic fuel market amid shortages triggered by Ukrainian drone attacks on refineries and […]

“Eyes Wide Open” President Trump calls out the Climate Justisce pass through to a free Paestine at the UN. Lee Zeldin calls it out.

EPA Secretary Lee Zeldin appeared on Fox with Brian Kilmeade to discuss “Trump Week at the UN.” Unlike the famous Shark Week on Discovery, President Trump went full Truth Bomb on the UK, the EU, and the rest of the world. “The president is absolutely right. And we’ve seen in the name of climate change, […]

Russia’s Shadow Fleet Continues to Defy Sanctions and Risk Oil Spills

ENB Pub Note: And for those Californians, the shadow fleet rust buckets that are prone to leak are the ones delivering 70% of your oil, thanks to Gavin Newsom. Russia’s shadow fleet now accounts for around 17% of all global oil tankers, with hundreds of ageing ships transporting crude to countries like China, India, and […]