US shale companies will reap a financial windfall from the oil price shock caused by the US-Iran conflict. But they cannot replace Middle Eastern supplies, warn bosses as.ft.com/r/eb84a9d1-3...
We done a pod innit
Me + @robarmstrong.bsky.social + FT oil nerd @jamiesmythft.bsky.social on The Obvious featuring:
-oil 📈
-Gas 🚀
-anyone fancy piloting a ship through the Strait of Hormuz? Anyone? 🚢
-markets 🤮
-sausage rolls 🥧
-2026 is going *just great* 👍🏻
open.spotify.com/episode/3h5w...
Nuclear fuel shortage threatens America's nuclear renaissance, warns a top US supplier of enriched uranium @financialtimes.com as.ft.com/r/0f1a9585-5...
As the ‘holy grail’ of US climate regulation goes to court: an @financialtimes.com analysis on how repealing "endangerment finding" would harm rather than help US competitiveness as.ft.com/r/5c495cab-d...
Nuclear fusion funding deals hit record as start-ups move from labs to listings: but how close is the nascent industry to commercial reality? as.ft.com/r/7cb0bf4f-a... @financialtimes.com
Siemens Energy calls for Trump policy stability as it commits $1bn to US: saying attacks on offshore wind and tariff uncertainty are very challenging @financialtimes.com as.ft.com/r/09432f5a-c...
US to launch $12bn critical minerals stockpile to counter China’s dominance over key metals- backed by EXIM bank loans, private capital and with traders and corporate partners as.ft.com/r/2f42f527-7... @financialtimes.com
Chevron pledges tight rein on Venezuela spending as US pushes oil majors to invest. CFO Bonner tells @FT no plans to hike capex @financialtimes.com as.ft.com/r/d8af7ef6-8...
US utilities requested $31bn in rate hikes in 2025- double the amount in 2024, amid soaring power demand. But data centres could lower utility bills — eventually, says GE Vernova as.ft.com/r/7a501b71-e... @financialtimes.com
Canada’s oil industry is thriving with sales to China quadrupling last year, just as Trump's latest trade threats prompt PM Mark Carney to pivot harder to Asia @financialtimes.com as.ft.com/r/916f2d8e-0...
Oil giant Adnoc increases its stake in Rio Grande LNG in Texas, amid a push by Middle Eastern investors into US gas industry despite fears of a looming supply glut @financialtimes.com as.ft.com/r/61b2cb9b-0...
Venezuela’s lawmakers back reforms that open the socialist country’s oil sector to private companies, potentially undoing a quarter century of state dominance @financialtimes.com as.ft.com/r/ce6e18e5-1...
Venture Global prevails in dispute with Spain's Repsol over supply contracts in the latest arbitration panel ruling over the LNG company's conduct as.ft.com/r/ba87da70-1... @financialtimes.com
US fracking pioneers look overseas as America's domestic shale revolution loses steam: Harold Hamm, Bryan Sheffield, EOG and Chevron investing in oil projects abroad @financialtimes.com as.ft.com/r/77661f9c-5...
Despite US sanctions and a $1bn write down SLB never left Venezuela- now it is poised to reap gains from Donald Trump’s $100bn plan to rebuild its oil sector @financialtimes.com as.ft.com/r/96c6b1f7-4...
Microsoft vows to ‘pay its way’ as it seeks to defuse growing backlash against data center roll out and the trump's administration's AI push as.ft.com/r/749cfa30-8... @financialtimes.com
Donald Trump threatens to block ExxonMobil from Venezuela for calling country ‘uninvestable’ as.ft.com/r/952dbaa4-5... @financialtimes.com
How is Venezuela 🇻🇪 affecting the world order and price of oil? @jamiesmythft.bsky.social
How does the salary trajectory of an apprentice compare to a graduate?
What is the ROI on a Premier League manager’s salary?
#TakingStock @newstalkfm.bsky.social
www.newstalk.com/podcasts/tak...
America’s nuclear revival: will it succeed and at what cost?
Our long read in the @financialtimes.com giftarticle.ft.com/giftarticle/...
America’s nuclear revival: will it succeed and at what cost? Our @financialtimes.com long read as.ft.com/r/dc875140-1...
US oil baron Harold Hamm has bought more assets in the Vaca Muerta, as Continental Resources accelerates its overseas expansion in Javier Milei’s Argentina as.ft.com/r/6c85ab22-5...
US steps up blockade of Venezuela by seeking to board and pursuing a third tanker en route to load oil in the Latin American nation @financialtimes.com as.ft.com/r/622c7075-3...
The age of instability: ‘Ireland feels like a small boat caught in a tempestuous storm’ — my distinctly unfestive review of the year
www.irishtimes.com/life-style/p...
Is the US poised to wage war on Venezuela? The @financialtimes.com visual storytelling team and reporters profile the massive miltiary build up in this piece as.ft.com/r/b3c5d273-3...
Shares in data centre property group Fermi, which has ties to the Trump administration, nearly halve in value after first tenant pulls funding as.ft.com/r/675d9a2d-f... @financialtimes.com
First US Gulf of Mexico oil leases auction under Trump gets $372mn bids- with BP poised to become the most successful company with 51 high bids worth $61.9mn @financialtimes.com as.ft.com/r/2396cbc5-b...
A beige quote graphic with text: “A certain risk is if we don’t have the compute, we will not be able to generate the revenue or make the models at this kind of scale.” — Sam Altman, OpenAI chief executive.
Big Tech is spending billions on US data centres to fuel the AI race. But these grand plans face a problem: access to power. Estimates show the industry could be 40% short of the power it needs by 2028. Will this be the stumbling block that bursts the AI bubble?
An #FTEdit 🧵on AI’s power problem 👇
Big Tech is spending billions on data centres in the US to fuel the development of artificial intelligence. But those grand plans face a problem: access to power. Our @financialtimes.com visual story today ig.ft.com/ai-power/
Venture Global says Shell waged ‘campaign’ to damage its LNG business in a Thanksgiving holiday note to staff, which toasts $28bn sales deals won in a month on.ft.com/48rOqWS @financialtimes.com
Exxon takes on EU and US lawmakers over a plastics recycling technology it warns will be stalled without regulatory changes. Critics call chemical recycling a "greenwashing" tool of little benefit on.ft.com/44qvcPR @financialtimes.com
