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Dan Pickering provides insights in The Wall Street Journal on how the upcoming election could impact the energy sector, emphasizing the trade-off between industry growth under Trump and commodity price stability under Harris.
Dan Pickering offers his insights on the upcoming election and its potential impact on the energy industry in the latest The Wall Street Journal article from Jinjoo Lee: "Trump is friendlier to the industry and riskier to the commodity price, while Harris is riskier for the industry and more bullish for price."
This highlights a fundamental trade-off in the energy sector: the balance between industry growth and commodity price stability.
Despite plunging oil prices and investor jitters, seasoned energy investors remain cautiously optimistic, seeing long-term value as Trump pushes for energy dominance and OPEC raises supply.
U.S. tech giants are driving a global shift in climate compliance, pressuring energy and manufacturing sectors to meet stricter European sustainability standards.
Despite Energy Secretary Chris Wright’s assurances of a Trump-era “green light” for U.S. oil production, the sharp decline in Liberty Energy and oilfield service stocks signals deeper trouble for the shale industry amid weak crude prices, trade tensions, and dwindling demand.
Explore how the latest 2025 tariffs could drive up vehicle prices, disrupt global supply chains, and reshape the future of the U.S. automotive industry.
A guide to how energy companies are refining their investor messaging to capitalize on sustainability progress, strengthen trust, and drive long-term value creation.
An analysis urging the energy sector to maintain focus on sustainability and ESG principles despite political shifts, emphasizing the volatility of independent voters and global regulatory trends.
U.S. natural gas producers and investors are ramping up activity in Louisiana’s Haynesville shale basin as rising LNG export demand and new project approvals drive expectations of a supply boom.
Exploring the evolving realities of the global energy transition, highlighting the challenges of net-zero goals, rising energy demand, and the geopolitical implications of resource security.
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