About this episode
Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro 00:13 - President Trump Announces Three New Trade Deals 03:20 - Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil 06:05 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down? 08:10 - Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges 11:00 - Hanwha orders historic LNG carrier from US yard 13:57 - Market Updates 15:39 - Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance 16:40 - EQT Reports Second Quarter 2025 Results 19:07 - Outro Links to articles discussed: President Trump Announces Three New Trade Deals Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down? Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges Hanwha orders historic LNG carrier from US yard Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance EQT Reports Second Quarter 2025 Results