About this episode
In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley discuss the growing failures of net zero policies as renewables like wind, solar, and hydrogen struggle financially and rely heavily on subsidies. Meanwhile, oil and gas investments are rebounding, with major companies cutting renewable budgets and boosting fossil fuel projects like LNG. They highlight geopolitical tensions, especially Trump’s tariffs on India over Russian oil, and preview the upcoming Trump-Putin meeting as a key market driver. The episode also covers rising energy costs in New Jersey due to policy failures, strong Q2 earnings in oil and gas, and promising acquisitions and projects shaping the sector’s near future. 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 - The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas? 04:37 - A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug Sheridan 06:35 - Trump’s Tariff Gambit Puts India in an Oil Price Bind 09:12 - NextDecade Gets $1.8 Billion Injection for LNG Project 11:30 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons 16:38 - Markets Update 19:09 - BKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal 20:52 - Earnings Overview 22:40 - Outro Links to articles discussed: The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas? A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug Sheridan Trump’s Tariff Gambit Puts India in an Oil Price Bind NextDecade Gets $1.8 Billion Injection for LNG Project Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons BKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal