Energy Policy - Green energy policies in blue states are causing soaring energy prices [1] Political Commentary - Democrats should stop blaming Republicans for high energy prices [1]

Market Impact of Sanctions - US sanctions on Russian oil producers could remove 15 million to 25 million barrels per day from the market [2] - Enforced sanctions could lead to significantly higher oil prices, potentially reaching $80-$90 per barrel [4][5] - Even with workarounds and continued flows to China, Russian oil exports could still decrease by at least 1 million barrels per day, leading to higher prices [8] Sanction Enforcement and Workarounds - The market is skeptical about the enforcement of sanctions, as workarounds are often found [3][5] - Sanctions are considered more impactful than tariffs because banks and insurance companies become cautious, affecting funding and business dealings [10][11][12] - New entities in the Middle East may emerge to trade sanctioned volumes [7] Geopolitical Factors and Market Sentiment - The Trump administration may have imposed sanctions due to low oil prices [9] - The EU is coordinating with the US on sanctions, despite potential impacts on Western energy prices [13][14] - The market is skeptical that the West has the appetite for high energy prices, influencing price expectations [15] Short-Term and Long-Term Price Outlook - Oil prices may grind higher in the short term, with Brent potentially trading at $70 again [15] - Many traders believe the rally is temporary due to an oversupplied market expected in 2026 [16][17] - If sanctions are enforced after the November 21st deadline, a material increase in prices could be seen into 2026, but a sell-off is expected after the near-term increase [17]

Economic Commentary - President Trump states gas, grocery, and energy prices are significantly reduced [1] Monetary Policy - President Trump criticizes the Federal Reserve, mentioning the chairman's impending departure [1]

Inflation Trends - French inflation accelerated due to the services sector and smaller energy price declines [1] - Inflation remains below the ECB's 2% target [1]

Industry Impact - Rising energy prices in South Africa threaten the stainless-steel ingredient industry [1] - Supply chains to the US and other nations could be altered due to energy prices [1]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Corporate Strategy & Assets - Questerre holds strategic interests in Red Leaf for patented oil shale technology and a large oil resource in Utah[2] - The company is assessing a significant oil shale deposit in the Kingdom of Jordan for commercial development[2, 22] - Questerre is seeking value for a giant natural gas discovery in the St Lawrence Lowlands, Quebec[2, 27] - The company has a condensate-rich Montney resource play in Western Alberta with attractive economics and proven tight oil production in SE Saskatchewan/SW Manitoba[2] Financial & Operational Performance (Q2 2025) - Funds Flow from Operations reached $5 million[4] - Capital Expenditures amounted to $1 million[4] - The company reported a Working Capital Surplus of $13.2 million[4] - Production averaged 3,091 boe/d, with 55% weighting towards oil and liquids[4] - Revenue per boe was $48.62, with an Operating Netback of $21.90 per boe[4] Market Capitalization & Share Structure (Aug 31, 2025) - The Market Capitalization stood at $146 million[6] - Insiders held 24,099,804 shares, representing 6% of the total[6] - The Free Float was 404,416,032 shares, accounting for 94% of the total[6] - Daily Trading Volume averaged 1.6 million shares[6] Quebec Legal & Political Challenges - The company is seeking leave to appeal to the Supreme Court of Canada regarding the Quebec Court of Appeal decision on Bill 21[38] - Economic losses related to the Quebec situation are estimated to range between $700 million and $4.8 billion[38]

Should we assume now through the eyes of this administration. And we've heard the president talk about wind quite a lot, that it is not a viable resource for the grid. Is the domestic wind industry dead.I think if you in the one big, beautiful bill President Trump advocated, we removed the subsidies for wind. Look, offshore wind is twice as expensive as onshore wind. And we wouldn't have a big onshore wind industry without a lot of subsidies.So, yeah, I would say the economic outlook for offshore wind in th ...

Policy & Regulation - Poland's President vetoed the cabinet's bill to curb energy prices [1] - The veto also blocked easing rules for investing in renewables [1]

Oil & Gas Industry Analysis - US shell oil production has likely peaked at current oil prices [2] - Activity levels in the lower 48 (US states) are expected to remain depressed [2] - Oil companies are choosing to return capital instead of putting it in the ground [4] - Oil companies are avoiding repeating the overproduction mistake of 2016, which crushed their margins [4] Company Specifics (Diamondback Energy) - Diamondback Energy is considered a thoughtful company [2] - Diamondback Energy missed their numbers by choice, indicating a strategic decision [2] - Diamondback Energy is choosing not to drill and bring up a lot of oil because prices are depressed [3] - Diamondback Energy has the best properties in the Permian Basin but is not fully utilizing them due to unfavorable returns [4] Market Factors - OPEC plus is putting more barrels on the market, and Russia is pumping oil aggressively [3] - Lower energy prices are bullish for the American economy [4] - Lower insurance costs are contributing to a potentially stronger economy [3]