THE UPSIDE
India’s Shift to U.S. Crude
Newsletter No. 190 Good afternoon subscriber, Energy markets continue to shift as companies respond to changing demand, new technology, and global...
Venezuelan Oil in Texas & Rising Prices
Newsletter No. 189 Good afternoon subscriber, There’s a lot happening in energy this week, and several developments are worth watching. Venezuelan...
Tight Fuel Supplies & Global Energy Shifts
Newsletter No. 188 Good afternoon subscriber, There’s a lot happening in the energy business right now, and this week’s stories show just how...
Oil & Gas Dealmaking Returns with $20 Billion Up for Grabs
Newsletter No. 187 Good afternoon subscriber, This week, we're seeing encouraging signs for American oil and gas, from stronger dealmaking to...
SpaceX’s Natural Gas Moves and Energy Expansion
Newsletter No. 186 Good afternoon subscriber, This week, the big story is where capital is going and why. SpaceX is looking to build a new natural...
How AI Growth Fuels U.S. Energy Demand
Newsletter No. 185 Good afternoon subscriber, This week, higher oil prices are starting to have a bigger impact across global markets. Analysts...
Oil Markets React to Middle East Tensions
Newsletter No. 184 Good afternoon subscriber, This week, oil markets are being shaped by continued tension in the Middle East, sharply reduced...
U.S. Drilling Gains Momentum
Newsletter No. 183 Good afternoon subscriber, This week, oil prices are back in focus as WTI moved above $100 a barrel, U.S. drilling activity...
Saudi Oil Strikes & Rising Prices: What to Know
Newsletter No. 182 Good afternoon, As we approach the 25th anniversary of September 11, I want to begin by remembering the lives lost, the families...
Venezuela’s Oil Boost & Chevron’s Big Bet!
Newsletter No. 181 Good afternoon, There’s a lot happening in energy this week, and one thing that stands out to me is how quickly the supply...
U.S. Oil & Gas Assets Surge in Value
Newsletter No. 180 Good afternoon, There’s a lot happening in energy this week, and to me, the biggest takeaway is that energy security still...
Texas Heatwave Drives Power Demand to Record Highs
Newsletter No. 179 Good afternoon, There’s a lot moving in energy this week. Shipping through the Strait of Hormuz slowed again as tensions...
U.S. Crude Surge vs. Global Supply Concerns
Newsletter No. 178 Good afternoon, Global oil supply concerns took center stage this week as the IEA (International Energy Agency) warned of a 1.8...
Tight Fuel Supplies Highlight Investment Needs
Newsletter No. 177 Good afternoon, U.S. energy demand remained firmly in focus this week as data center expansion, record electricity use and tight...
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