The Energy Shakeup: Why Coal’s Back and Solar’s Cracking – ENB Weekly Recap

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into China’s strategic energy dominance, surging coal exports from Montana under Trump-era trade priorities, and the collapse of U.S. solar companies amid high interest rates and mismanagement. Hosts Stuart Turley and Michael Tanner spotlight the flaws in green energy narratives, the implications of data center-driven power demand, and the geopolitical risk to oil prices if Israel strikes Iran. They also call out misleading investment metrics in oil and gas funds and underscore how power security, not ideology, is driving global energy decisions. Highlights of the Podcast 00:00 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn 02:34 - Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities 06:38 - Internal Rate of Return Is Misleading You! 09:33 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff 12:22 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets 14:58 - What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? 16:31 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas 19:10 - Outro Please see the links below or articles that we discuss in the podcast. DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities Internal Rate of Return Is Misleading You! Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas 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 –