Oil Exploration Drastically Lagging Demand – We are approaching a critical junction of lack of investment

For years, Stu Turley has sounded the alarm on the chronic underinvestment in global oil and gas exploration and production (E&P). The writing has been on the wall: without sufficient capital flowing into new discoveries and field developments, it\’s only a matter of time before supply shortages hit hard, driving up prices and threatening energy […]

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Trump\’s Speech at Davos Sets the Choice of Grow Baby Grow or Keep Doing What You\’re Doing

In a riveting address at the World Economic Forum in Davos on January 21, 2026, President Donald Trump laid out a stark binary for global leaders: embrace America\’s model of explosive economic growth through deregulation, tariffs, and energy dominance—or stick with the status quo of high taxes, green energy mandates, and stagnant progress. Drawing from […]

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Cracks Are Emerging in Iran’s Once-Resilient Oil Sector

Iran’s crude production is expected to remain stable near 3.2 million bpd, with protests posing limited short-term risk to upstream operations. Heavy discounting to China and costly sanctions-evading logistics mean Iran captures only about two-thirds of benchmark oil prices. Chronic underinvestment, late-life fields, and the near depletion of the National Development Fund are undermining the […]

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Why Chevron and Exxon are Holding Their Stock Price Even When Oil is Holding at $60 to $65?

In the volatile world of energy markets, oil prices have stabilized around $60 to $65 per barrel throughout much of 2025 and into early 2026, a level that might typically pressure major oil companies\’ stock performance. Yet, industry giants Chevron (CVX) and ExxonMobil (XOM) have demonstrated remarkable resilience, with their shares holding steady or even […]

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What If President Trump Uses NATO Membership as Leverage to Buy Greenland?

In a bold geopolitical maneuver, President Donald Trump has once again floated the idea of acquiring Greenland from Denmark, this time potentially tying it to U.S. participation in NATO. This hypothetical scenario raises intriguing questions about transatlantic alliances, defense spending, and the strategic value of the world\’s largest island. As the host of the Energy […]

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