Germany could see power supply gap in 2030, regulator says reuters.com/business/energ…

The oil market isn’t running out of demand… it’s running out of fields. Most producing oil fields have already peaked. - 80% of global oil production now comes from post-peak fields - 10% from fields that have yet to reach their peak The era of easy oil is over... decline is

The last time US oil production peaked, nobody believed it. This time, the signs are just as clear and most still don’t want to see them. (Thread)

Shale plays are becoming gassier As oil fields mature, the gas-to-oil ratio (GOR) increases. - Reservoir pressure declines over time - Lower pressure makes it easier for gas to escape through the rock - Gas production rises while oil production stagnates or declines The result

The twilight of US shale? Piper: Delaware Basin wells have experienced a 7% y/y decline in productivity through September on a six-month oil cumulative basis. The oil treadmill is getting steeper and steeper each year...peak non-OPEC production ahead?

The Bakken is getting gassier ... a textbook sign of depletion. But here’s the real story: the same thing is happening in the Permian. When a reservoir depletes, pressure falls. And when pressure falls, the lightest fluids break through first. - Gas breaks through -> GOR rises

🇷🇺Russia Natural Gas Production was down by 📉2.8 bcm #JODIData #JODIGas #ONGT #SourceJODI jodidata.org/gas/database/d…

Last post of the year. Enjoy The Gist: U.S. E&Ps and the Kingdom of Saudi Arabia (KSA) are approaching key inflection points in 2026. U.S. production is likely to decline as the rise in the cost of production begins to bite, while KSA will face growing pressure to address

On parle beaucoup de réserves de pétrole en ce moment, un concept que 95% des personnes qui en parlent ne comprennent pas. Mais si vous avez envie d'essayer de le comprendre, lisez ces 25 pages de mon collègue Patrick Brocorens à l'ASPO France. De rien ! orbi.umons.ac.be/bitstream/20.5…

Venezuelan oil won’t flood the market. According to Rystad Energy, restoring Venezuela’s oil production will be slow and capital-intensive. - $53B is required over the next 15 years just to maintain flat production - Only ~300 kbpd can be restored quickly - Reaching 3 mbpd by

Stefan Demetz Yes... Jean Laherrere of ASPO France has been updating his charts on U.S. Tight Oil. Looks like peak is finally upon us.

OIL MARKET: From bad to worse in Kazakhstan. Oil exports were already severely disrupted due to Ukrainian attacks against the Black Sea port serving its main pipeline. And now its major oilfield is down due to electrical problems. Put together, output down 900,000 b/d.

Venezuela’s “largest oil reserves in the world” claim is deeply misleading. ~90% is extra-heavy crude that’s expensive, energy-intensive, and uneconomic at $60–65 oil. Without sustained $100+ prices and political stability, large-scale production growth is fantasy. #OilMarkets

Majority of Venezuelan crude oil production declines over the last 15 years have come from mature fields with depleted reservoirs! These are not simple restarts, significant capital will need to be deployed for EOR, additional drilling, pool extensions, and infrastructure. 🛢💰

OIL MARKET: A belated look at the International Energy Agency new 2025 oil demand estimates. Despite all those EVs hitting the road, the biggest absolute increase in petroleum demand last year came from **gasoline** !!!

Is Kazakhstan‘s uranium production falling off a cliff in five years? Myriad Uranium Corp. (CSE: M)

Petroleum surpassed natural gas as a source for electricity generation during Winter Storm Fern in New England this week. #TodayInEnergy bit.ly/3NJyys0

Will China's coal production hit another record this year? 🇨🇳🪨 China’s main coal industry body warns that imports may fall if Indonesia moves to restrict shipments They see production hitting a record 4.86 billion tons in 2026, but could go higher if imports drop sharply

Wall Street and the Administration have denied the threat here. Now they can't ignore it and normies are like: Yeah, I'm not touching gold and silver at these prices. You have to shift your mindset against what was normal 10 years, 5 years or even 2 years ago or get left behind.