About this episode
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley, dive into a variety of timely energy industry developments. They examine the implications of Swiss voters rejecting stringent emissions limits due to economic concerns and assess a $300 billion global investment in nuclear energy amid questions over potential impacts from AI advancements. The team also discusses mounting resistance to Trump’s oil policies, shifts in industry practices toward more financially disciplined drilling, and the geopolitical ramifications of Trump’s interactions with Putin on Ukraine, which could influence energy markets. Additionally, they highlight U.S. oil rig count changes, review a significant DJ Basin transaction involving Bayswater and Prairie Operating, and analyze how market fundamentals continue to challenge efforts to drive oil prices substantially lower. Overall, the episode provides a detailed snapshot of key energy trends and emerging challenges facing the sector. Highlights of the Podcast 00:00 - Intro 01:59 - Swiss Voters Reject Emission Curbs Over Economic Concerns 04:29 - $300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek 08:13 - Pushback Begins Against Trump’s Oil Agenda 12:51 - Trump says he has spoken to Putin about Ukraine – media 13:27 - Why Keith Kellogg’s Plan is DOA: Avoiding the Catastrophic Downside Risk of Russo-Ukraine Negotiations 17:34 - Markets Update 19:17 - Rig Counts Update 19:30 - Bayswater Enters Sale Agreement for DJ Basin Assets 25:37 - Outro Please see the links below or articles that we discuss in the podcast. Swiss Voters Reject Emission Curbs Over Economic Concerns $300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek Pushback Begins Against Trump’s Oil Agenda Trump says he has spoken to Putin about Ukraine – media Why Keith Kellogg’s Plan is DOA: Avoiding the Catastrophic Downside Risk of Russo-Ukraine Negotiations Follow Stuart 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 – Get in Contact With The Show –