Week Recap: U.S. Shale Steady, Trump’s $500B AI Plan, Tight Gas Markets

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley dives U.S. shale stayed disciplined despite Trump’s pro-growth push, as China and India scrambled for crude amidst Russian tanker chaos. The UK’s nuclear plans faltered under delays and soaring costs, while the EU admitted lingering reliance on Russian gas. The IEA warned of tight global gas markets through 2025, but Trump made waves by lifting LNG export bans and launching a bold $500 billion AI "Stargate" initiative—set to redefine AI infrastructure and energy innovation with a potential off-grid power revolution. Highlights of the Podcast 00:00 - Intro 01.03 - U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric 04:45 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back 07:27 - UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs 05:87 - EU makes admission about Russian gas 10:46 - IEA says global gas markets set to remain tight in 2025 13:30 -Trump lifts pause on non-FTA LNG export approvals 15:25 - Trump unveils $500 billion AI ‘Stargate’ project 19:27 - Outro Please see the links below or articles that we discuss in the podcast. U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs EU makes admission about Russian gas IEA says global gas markets set to remain tight in 2025 Trump lifts pause on non-FTA LNG export approvals Trump unveils $500 billion AI ‘Stargate’ project FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –