One of the best investments on the planet right now could be a little-known critical strategic critical metal that has exploded 200% this year.  It’s the metal that wins wars, and China has banned its export with the intent of stripping the U.S. war machine of its capabilities.  During WWII, antimony was the hero of the day. It’s a critical element in the production not only of fire-retardant military uniforms and tents, but also in the mass production of many of our means of modern warfare, from bullets and artillery shells…

Back in September, we reported that Abu Dhabi National Oil Co (ADNOC) signaled a willingness to raise its informal offer to 60 euros per share for a valuation of $12.6 billion for German plastics and chemicals maker Covestro. The latest offer would represent a premium of nearly 30% to Covestro's share price. ADNOC last raised its informal offer to 57 euros per share in July, although no final decision has yet been made. ADNOC is going on a real M&A spree: Abu Dhabi’s national oil company is also looking to acquire Austria's integrated…

Liquefied natural gas (LNG) has transformed global energy markets, in large part because of U.S. emergence as a leading exporter. However, the environmental impact of LNG, particularly greenhouse gas (GHG) emissions, remains contentious. A new study, Gas Pathing: Improved Greenhouse Gas Emission Estimates of Liquefied Natural Gas Exports through Enhanced Supply Chain Resolution, published in ACS Sustainable Chemistry & Engineering, sheds new light on this issue. Revolutionizing Life Cycle Assessments Life Cycle Assessments (LCAs) are vital…

Last week the United States authorized the use of American-made long-range missiles by Ukraine against Russia which the Russian government says risks escalation to a nuclear conflict in the almost three-year-old war. The Russian government reacted by announcing an unnerving shift in nuclear doctrine. It also announced reductions in uranium exports to the United States. By how much and for how long, the government did not say. In light of what can only be seen as a proxy war in Ukraine between the United States along with its NATO allies and the…

Global oil demand continues to surprise on the upside, BP Plc (NYSE:BP) Chief Executive Murray Auchincloss told the Energy Intelligence forum in London on Monday, saying that oil demand kept rising on average by more or less 1% each year, with BP predicting robust oil consumption for the next 5-10 years. Commodity analysts at Standard Chartered have reported that global oil demand hit an all-time high of 103.79 million barrels per day (mb/d) in August, marking the third successive month in which a new all-time demand high has been set. According…

Global oil demand continues to surprise on the upside, BP Plc (NYSE:BP) Chief Executive Murray Auchincloss told the Energy Intelligence forum in London on Monday, saying that oil demand kept rising on average by more or less 1% each year, with BP predicting robust oil consumption for the next 5-10 years. Commodity analysts at Standard Chartered have reported that global oil demand hit an all-time high of 103.79 million barrels per day (mb/d) in August, marking the third successive month in which a new all-time demand high has been set. According…

Now that elections are over in the US, we thought it would be useful to review some of the broader policy implications of the changing administration for the electric utility industry. There are four themes we want to cover here: environment regulations, prospects for natural gas usage, power generation, new nuclear-powered generation. The incoming Trump administration has made no secret of the fact that they believe climate change is a hoax or a non-issue. As a result we should assume that the mandate of the Environmental Protection Agency will…

Global oil demand continues to surprise on the upside, BP Plc (NYSE:BP) Chief Executive Murray Auchincloss told the Energy Intelligence forum in London on Monday, saying that oil demand kept rising on average by more or less 1% each year, with BP predicting robust oil consumption for the next 5-10 years. Commodity analysts at Standard Chartered have reported that global oil demand hit an all-time high of 103.79 million barrels per day (mb/d) in August, marking the third successive month in which a new all-time demand high has been set. According…

South Korea has said that in return for sending thousands of troops to assist Russia in fighting Ukraine, North Korea has received missiles from Moscow, along with other defense equipment. South Korea’s national security adviser Shin Won-sik was asked by a reporter Friday what Pyongyang stands to gain from deploying an estimated 10,000 troops to Russia, to which he responded: "It is understood that North Korea has been provided with related equipment and anti-aircraft missiles to strengthen Pyongyang's weak air defense system." Central Pyongyang,…

The Azerbaijani hosts had hoped at the outset of COP29 that it would go down as one of the more successful meetings in the annals of the annual UN climate conference. Instead, the early view is that COP29 will go down as one of the more disappointing COPs to date. Environmentalists are departing Baku feeling underwhelmed with the outcome, as COP29 negotiators backed away from an ambitious climate financing target and continued to bicker among themselves even over the significantly scaled back dollar goal.  On November 22, the last scheduled…

Kazakhstan could sharply increase its crude oil exports out of Turkey's port of Ceyhan, and dramatically reduce the more than 80% share of flows it currently sends via Russia, Reuters has reported. According to  Kazakhstan Energy Minister Almasadam Satkaliyev, exports via the Baku-Tbilisi-Ceyhan (BTC) pipeline could increase to 20 million metric tons a year from the current 1.5 million as the country increases oil production. "There is interest in developing and gradually increasing the volume of Kazakh oil shipments in this direction both…

Kazakhstan could sharply increase its crude oil exports out of Turkey's port of Ceyhan, and dramatically reduce the more than 80% share of flows it currently sends via Russia, Reuters has reported. According to  Kazakhstan Energy Minister Almasadam Satkaliyev, exports via the Baku-Tbilisi-Ceyhan (BTC) pipeline could increase to 20 million metric tons a year from the current 1.5 million as the country increases oil production. "There is interest in developing and gradually increasing the volume of Kazakh oil shipments in this direction both…

For most of this year, the geopolitical premium in oil prices was coming from the Middle East flare-ups amid the Israel-Iran escalation. At the end of 2024, the other major conflict, between Russia and Ukraine, is grabbing headlines with an escalation of hostilities, Ukraine’s first use of long-range missiles provided by Western powers for strikes within Russia, a new missile type Moscow is using to hit Ukraine, and Putin’s new nuclear doctrine. The end of this year is set to see wild swings in oil prices amid rising geopolitical tensions…

TotalEnergies, which is a partner of India’s Adani group in renewable energy projects, will not make any new financial contribution as part of its investments in the group of companies until the ongoing U.S. investigations into Adani executives for corruption are clarified, the French supermajor said on Monday. Last week, the U.S. Attorney’s Office for the Eastern District of New York and the Securities and Exchange Commission (SEC) separately charged executives of the Adani group of companies, including billionaire founder Gautam Adani…

TotalEnergies, which is a partner of India’s Adani group in renewable energy projects, will not make any new financial contribution as part of its investments in the group of companies until the ongoing U.S. investigations into Adani executives for corruption are clarified, the French supermajor said on Monday. Last week, the U.S. Attorney’s Office for the Eastern District of New York and the Securities and Exchange Commission (SEC) separately charged executives of the Adani group of companies, including billionaire founder Gautam Adani…

The UK on Monday sanctioned as many as 30 tankers identified as belonging to Russia’s shadow fleet that circumvents the Western oil sanctions, in the single largest sanctions package aimed at Russia’s dark fleet and at stifling Putin’s oil revenues. The UK imposed sanctions on 30 ships in Russia’s shadow fleet today. These vessels have been responsible for transporting billions of UK pounds worth of oil and oil products in the last year alone. With half of the ships targeted today transporting more than $4.3 billion worth…

EQT Corporation has agreed to sell minority interests in two of its pipelines, plus transmission and storage assets, to funds managed by Blackstone Credit & Insurance in a $3.5 billion cash deal to form a midstream joint venture. Under the terms of the transaction, Blackstone will provide EQT $3.5 billion of cash consideration in exchange for a non-controlling common equity interest in the joint venture, the U.S. natural gas giant said on Monday, in the latest midstream deal in the U.S. energy sector. The joint venture will consist of EQT’s…

EQT Corporation has agreed to sell minority interests in two of its pipelines, plus transmission and storage assets, to funds managed by Blackstone Credit & Insurance in a $3.5 billion cash deal to form a midstream joint venture. Under the terms of the transaction, Blackstone will provide EQT $3.5 billion of cash consideration in exchange for a non-controlling common equity interest in the joint venture, the U.S. natural gas giant said on Monday, in the latest midstream deal in the U.S. energy sector. The joint venture will consist of EQT’s…

EQT Corporation has agreed to sell minority interests in two of its pipelines, plus transmission and storage assets, to funds managed by Blackstone Credit & Insurance in a $3.5 billion cash deal to form a midstream joint venture. Under the terms of the transaction, Blackstone will provide EQT $3.5 billion of cash consideration in exchange for a non-controlling common equity interest in the joint venture, the U.S. natural gas giant said on Monday, in the latest midstream deal in the U.S. energy sector. The joint venture will consist of EQT’s…

At the height of the covid lockdowns and mandates a massive portion of the global economy was shut down, leading to supply chain instability, huge job losses and a stagflationary crisis.  However, climate change propagandists argued that the event was actually a positive for the planet when it was revealed that emissions fell by 5.4%.  They asserted that the covid lockdowns were a practice run for what they called "climate lockdowns" - Presenting a plan for scheduled disruptions to global economic activity as a means to slow the effects…