Energy Commentary

Auto Added by WPeMatico

Big Oil’s Spending Caution Speaks Louder than its Profits: Bousso

Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Oil, US News / By

(Reuters) – Big Oil is reaping near record cash windfalls from the eight-month-old Iran war, but Western energy producers’ reluctance to ramp up spending reveals persistent doubts about the industry’s long-term outlook. BP, Chevron, Exxon Mobil, Shell and TotalEnergies reported combined net profits of $56 billion in the third quarter, driven by surging oil and …

Big Oil’s Spending Caution Speaks Louder than its Profits: Bousso Read More »

COMMENTARY: Don’t Mistake Mideast Oil Rebound for Normality: Bousso

CDN and International News, Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Oil / By

  Crude oil prices remain near five-month highs despite a recent surge in Middle East crude exports above pre-war levels and intensifying Iranian attacks on tankers in the Strait of Hormuz. This suggests investors may already be bracing for another round of regional escalation. The rebound in crude flows from the Gulf is striking. Middle …

COMMENTARY: Don’t Mistake Mideast Oil Rebound for Normality: Bousso Read More »

AI Backlash Hits Home in Virginia’s ‘Data Center Alley’

Artificial Intelligence, Electricity Grid, Energy Commentary, Energy Topics & Technology, Latest, US News / By

House member seeks balanced growth approach while calling industry ‘tone-deaf’ By Michael Shepard Tech Across the Globe SpaceX earnings: Elon Musk’s rocket, satellite and artificial intelligence company reported $4.4 billion in quarterly net income. The results were much better than expected. Salesforce deal: The software company agreed to acquire Braze, an AI marketer, for about …

AI Backlash Hits Home in Virginia’s ‘Data Center Alley’ Read More »

Oil’s Long View Darkens as Iran War Refuses to End: Bousso

Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Oil, US News / By

(Reuters) – Oil markets initially treated the Iran war as a brief bullish disruption in a long-term bearish trend. But traders are now betting that oil prices will remain elevated through 2028, forcing a rethink of the global inflation outlook. Eight months into the war, the buffers that helped absorb the initial energy shock – …

Oil’s Long View Darkens as Iran War Refuses to End: Bousso Read More »

Cash-Rich Oil Majors Face Post-Iran Strategy Rethink: Bousso

Conventional Energy, Energy Commentary, Energy Topics & Technology, Exploration & Production, Latest, Oil, US News / By

(Reuters) – The world’s biggest energy companies are poised to deliver another quarter of bumper profits, fuelled by record refining margins. Flush with cash, Big Oil now needs to chart a course for future growth in a world reshaped by the Middle East crisis. Big Oil has seen its cash coffers balloon this year. The …

Cash-Rich Oil Majors Face Post-Iran Strategy Rethink: Bousso Read More »

LNG Buyers Turn to US as Hormuz Crisis Forces Supply Rethink

Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, LNG, Pinned Primary, US News / By

American gas could plug a widening global supply gap, as long as it remains affordable. By Stephen Stapczynski One word — diversification — was on the lips of most executives at the world’s biggest natural gas conference in Bangkok this week. That’s the industry’s euphemism for cutting exposure to the Middle East. After all, more …

LNG Buyers Turn to US as Hormuz Crisis Forces Supply Rethink Read More »

REALITY: Trump Says America Does Not Need Canadian Energy. The Facts, and His Own Policies, Say Otherwise

Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Oil, Tri-Pinned, US News / By

by EnergyNow Guest Columnist President Donald Trump has repeatedly claimed that the United States does not need Canadian energy. Ahead of his May 6, 2025, meeting with Prime Minister Mark Carney, Trump wrote that the United States did not need Canada’s energy, automobiles or lumber and questioned why America should continue buying those products. It …

REALITY: Trump Says America Does Not Need Canadian Energy. The Facts, and His Own Policies, Say Otherwise Read More »

COMMENTARY: 2025 Review of Global Energy Consumption – William Lacey

CDN and International News, Coal, Conventional Energy, Energy Commentary, Energy Topics & Technology, Hydro, Latest, Natural Gas, Nuclear, Oil, Renewable Energy, Solar, Wind / By

A brief summary of the most recent Energy Institute publication By William Lacey [image] Any of you who follow me know that I love this time of year. The Energy Institute publishes a global energy summary of energy consumption (and a bunch of other data) for broad consumption by the public. What I love about …

COMMENTARY: 2025 Review of Global Energy Consumption – William Lacey Read More »

Hormuz Reopening Could be OPEC’s Undoing: Bousso

CDN and International News, Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Oil, OPEC / By

(Reuters) – Saudi Arabia and neighbouring Gulf producers will cheer the eventual reopening of the Strait of Hormuz, but the ensuing flood of oil risks eroding OPEC’s already fragile grip on the market. The Iran war and the closure of the vital waterway – through which nearly a fifth of the world’s oil and gas …

Hormuz Reopening Could be OPEC’s Undoing: Bousso Read More »

How to Make Drilling for Oil Woke Again

Conventional Energy, Energy Commentary, Energy Topics & Technology, Exploration & Production, Latest, Oil, US News / By

By Javier Blas It feels like an eternity, but it was only a decade ago when the political center-left was still for “all of the above” energy sources: fossil fuels and renewables alike. It was the not-so-distant days of Barack Obama, when the US president defended fracking as a force for good, saying there wasn’t …

How to Make Drilling for Oil Woke Again Read More »

Subscribe
Subscribe