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Brief: Industrials Signal Near-Term Caution

Brief: Industrials Signal Near-Term Caution

March U.S. ISM manufacturing activity surveys show sector activity contracted after just two months of >50 readings. Subindices for new orders, employment, and supply chain prices reflect near-term tariff concerns

Daily Market Update - March 31, 2025
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Daily Market Update - March 31, 2025

Today in oil and natural gas markets:

ES #130: The Strategic Case for Greenland

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals

Brief: Power Demand Growth from AI or AC?

Brief: Power Demand Growth from AI or AC?

The underappreciated power demand growth from air conditioning needs in developing equatorial regions

ES #129: The DRC & Outsourced Energy Security

ES #129: The DRC & Outsourced Energy Security

M23 rebels captured new territory in mineral-rich provinces in the Democratic Republic of Congo, the source of over 70% of global cobalt production and 10% of global copper supplies.

Brief: USMCA Exemptions v. U.S. Crude Imports From Canada, Mexico

Brief: USMCA Exemptions v. U.S. Crude Imports From Canada, Mexico

U.S. crude imports from Canada sank to their lowest seasonal value since March 2023 while crude imports from Mexico hit their lowest seasonal level on record.

Brief: U.S. Energy Exports & Extended Red Sea Diversions

Brief: U.S. Energy Exports & Extended Red Sea Diversions

U.S. strikes on Yemen's Houthis rekindle Red Sea transit risks. Satellite tracking data shows the effects of the Houthi's protracted Red Sea attacks. Meanwhile, easing drought conditions are evident Atlantic-Pacific transits through the Panama Canal.

ES #128: Tripling Global Nuclear Generation by 2050

ES #128: Tripling Global Nuclear Generation by 2050

Tech giants sign up to support the World Nuclear Association's goal of tripling global nuclear power generation capacity by 2050

Brief: Solar Makes Up 66% of All New U.S. Generating Capacity

Brief: Solar Makes Up 66% of All New U.S. Generating Capacity

U.S. solar generating capacity grew 50 GW in 2024, accounting for 66% of all new U.S. generating capacity added last year, according to today's SEIA report.

ES #127: The IEA's Peak Demand Fallacy

ES #127: The IEA's Peak Demand Fallacy

The IEA predicted a plateau or peak in global coal demand four times in four years... and was wrong each time. Asia's geopolitical and socioeconomic priorities will continue to dictate energy policy.

Brief: U.S. Trade Deficit Hits Record on Import Surge

Brief: U.S. Trade Deficit Hits Record on Import Surge

U.S. imports of goods and services jumped by $36 billion month-on-month in January for the largest monthly increase in history to the largest trade deficit in history

Brief: GDP and FX to Amplify Tariff Squeeze

Brief: GDP and FX to Amplify Tariff Squeeze

How much the Canadian and Mexican economies rely on trade with the United States