In a bold move signaling the return of \”America First\” energy diplomacy, President Donald Trump\’s administration unleashed a fresh barrage of sanctions this week targeting two of Russia\’s largest oil producers: Rosneft and Lukoil. These giants handle roughly half of Moscow\’s seaborne crude exports, amounting to about 3 million barrels per day out of Russia\’s […]
Continue ReadingIn a move that reignites one of the most contentious debates in American energy policy, the Trump administration has flung open the doors to oil and gas leasing in Alaska\’s Arctic National Wildlife Refuge (ANWR). On October 23, 2025, U.S. Interior Secretary Doug Burgum announced the completion of a plan to make the refuge\’s entire […]
Continue ReadingJosh Young, founder and CEO of Bison Interests, joins David Blackmon and Stu Turley to unpack the major developments shaping today’s energy markets. From new sanctions and shifting trade policies to rare earth supply issues and OPEC capacity, the conversation explores how political and geopolitical factors continue to influence oil, gas, and investment trends. Josh […]
Continue ReadingWeekly Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine […]
Continue ReadingAs the Ukraine conflict grinds into its fourth year, Western powers are once again turning to the familiar playbook of economic sanctions. This week, the United States slapped sweeping restrictions on Russia\’s two largest oil producers, Rosneft and Lukoil, while the European Union rolled out its 19th sanctions package, targeting over 100 shadow fleet tankers […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Wasif Latif, President of Sarmaya Partners, to explore the “Return to Tangibles” investment thesis. Latif explains why commodities like gold, silver, copper, and platinum are outperforming tech stocks and bonds in today’s market. He breaks down the geopolitical catalysts, surging industrial […]
Continue ReadingOil prices surged nearly 5% on Thursday, October 23, 2025, following the imposition of new U.S. sanctions on Russia\’s two largest oil companies and amid escalating Ukrainian drone strikes on energy infrastructure. Benchmark U.S. crude climbed 4.9% to $61.35 per barrel, while Brent crude rose about 5.4% to nearly $66 a barrel. This spike reflects […]
Continue ReadingDaily Standup Top Stories EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats October 22, 2025 Clark Savage In an escalating tension over global energy trade, the European Union’s push for stringent climate and sustainability regulations has drawn sharp rebukes from major LNG suppliers, the United States, and Qatar. Both […]
Continue ReadingIn a rapidly evolving energy landscape, the latest insights from McKinsey\’s Global Energy Perspective 2025 paint a sobering picture for those banking on a swift transition to renewables. Despite aggressive global efforts to curb emissions, fossil fuels are projected to retain a dominant role in the world\’s energy mix well beyond 2050, accounting for 41-55% […]
Continue ReadingDaily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine conflict […]
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