Author: Stu

Enforcement of the Latest Sanctions from the US on Russian Oil will be the Key – Stu Turley says it is a mistake to Sanction India

In the escalating geopolitical tensions surrounding Russia’s invasion of Ukraine, the United States under President Donald Trump has intensified its economic pressure on Moscow through a new round of sanctions targeting the heart of Russia’s economy: its oil sector. Announced in October 2025, these measures focus on Russia’s two largest oil companies, Rosneft and Lukoil, […]

Cheniere Energy Reports Rise in Q3 Profit on Strong LNG Demand: What Should Investors Look For?

Cheniere Energy, Inc. (NYSE: LNG), a leading U.S. liquefied natural gas (LNG) exporter, reported robust third-quarter results for 2025, underscoring the resilience of global LNG markets amid rising energy needs. The company’s performance highlights sustained demand for natural gas, particularly as a bridge fuel for electricity generation in an era of surging power requirements from […]

Long-term Oil Supply is Dwindling and Money and New Discoveries are Needed – What are Investors Looking At?

In a stark warning for the global energy landscape, a recent report from Melius Research highlights the dwindling long-term oil supply, driven by years of underinvestment in exploration and drilling. This comes amid rising demand, with experts like Occidental Petroleum CEO Vicki Hollub emphasizing that even major finds, such as ExxonMobil’s offshore Guyana discoveries in […]

California’s Retirement Fund Lost 71% Of $468M Investment In Clean Energy And Won’t Say How

In a stunning revelation that underscores the pitfalls of California’s aggressive push toward “clean” energy, the California Public Employees’ Retirement System (CalPERS)—the nation’s largest public pension fund—has suffered a staggering 71% loss on a $468 million investment in renewable energy ventures. This debacle, involving the CalPERS Clean Energy & Technology Fund (CETF) launched in 2007, […]

Ukraine Attacks Russian Oil and Fuel Sites

In a bold escalation of its asymmetric warfare strategy, Ukraine launched a series of long-range drone strikes on Russian energy infrastructure overnight on October 29, 2025. Targeting facilities deep within Russian territory and in occupied Crimea, these attacks aimed to disrupt fuel production and logistics critical to Russia’s military operations and economy. Ukrainian Special Operations […]

The Trump Administration Looks to a $80 Billion Nuclear Move Targeting AI and Data Center Growth – Where do you invest?

In a bold strategic pivot, the Trump administration is spearheading a massive revival of the U.S. nuclear energy sector, committing to at least $80 billion in new reactor construction to fuel the insatiable energy demands of artificial intelligence (AI) and data centers. This initiative, announced through a binding term sheet with the U.S. Department of […]

India Looking to Buy from US to Replace Russian Oil – What is the best blend for India’s refineries is a real question.

In a significant shift amid escalating geopolitical tensions, India’s largest refiner, Indian Oil Corporation (IOC), is actively seeking to diversify its crude oil imports by turning to the United States and other American suppliers. This move comes as U.S. sanctions on major Russian oil producers like Rosneft and Lukoil disrupt traditional supply chains, forcing Indian […]

Trump and Xi Agree to Cooperate on Ukraine, Trade, and Minerals: What Does This Mean for Investors?

In a landmark meeting held in Busan, South Korea, on October 29, 2025, U.S. President Donald Trump and Chinese President Xi Jinping reached several agreements aimed at de-escalating ongoing trade tensions and fostering cooperation on global issues. The summit, described by Trump as “amazing” and rated a “12 out of 10,” focused on key areas […]

The Changing World of Energy

The Changing World of Energy You won’t want to miss this episode of the Energy Realities Podcast with David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley as they dive into the major shifts shaping today’s global energy landscape. From geopolitical tensions and critical mineral shortages to the ongoing tug-of-war between renewable ambitions and oil […]

Energy Addition, Not Transition — What It Really Means for Investors

In the global energy landscape, the narrative of a swift “transition” away from fossil fuels to renewables has dominated headlines. However, a closer examination of demand trends, investment patterns, and infrastructure realities reveals a different story: we are in an era of energy addition. Renewables like wind and solar are expanding rapidly, but oil, natural […]