About this episode
In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the latest energy policy battles, starting with Germany's controversial "sun tax" as part of its net-zero push, and the UK’s bold move to restrict North Sea oil production. We also explore the challenges posed by the Jones Act on U.S. LNG exports, with outdated regulations stalling progress. On the nuclear front, the U.S. sees potential for a nuclear renaissance with new uranium enrichment projects, though regulatory hurdles remain. Finally, we discuss the geopolitical implications of a possible Trump-Putin meeting and its potential impact on global energy trade and sanctions. Tune in for insights on how these developments shape the future of energy. 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 00:14 - Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants 01:39 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production 4:56 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports 09:47 - New Uranium Plant in Kentucky is Just the Start 15:27 - Markets Update 17:59 - Oil and Gas Rigs Still Near 3-Year Low and We Need More Online 18:32 - Frac Count Update 18:50 - Earnings Update 22:24 - Outro Links to articles discussed: Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants UK Doubles Down on Net Zero, Restricting North Sea Oil Production The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports New Uranium Plant in Kentucky is Just the Start Oil and Gas Rigs Still Near 3-Year Low and We Need More Online