About this episode
In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner compare the profitability and investor returns of oil and gas versus renewables, noting fossil fuels delivered over $349 billion to shareholders in 2024 while renewables lag without subsidies. They discuss hidden costs of wind turbine dismantling, the looming end of renewable tax credits, and geopolitical tensions—from Russian refinery drone strikes to potential U.S. sanctions on India and China—that could disrupt global oil markets. The show also covers corporate strategy amid low oil prices, a bizarre CEO ouster at Sentinel Peak Resources, and political developments in Texas. 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 00:15 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen? 05:07 - New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming 07:20 - Russia’s Gasoline Prices Surge After Refinery Hit by Drones 09:39 - U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China 13:25 - Markets Update 14:48 - Coterra's Earnings: Preparing for the Oil Price Rebound 16:46 - CEO of Denver-based oil and gas company says he was subject of ‘sham investigation’ 20:59 - Outro Links to articles discussed: What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen? New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming Russia’s Gasoline Prices Surge After Refinery Hit by Drones U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China