About this episode
In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack a solar stock rally driven by Trump’s unexpectedly soft tax credit changes—boosting First Solar and Enphase. They explain how government regulation favors incumbents. Meanwhile, Britain’s net-zero push stalls amid local opposition to land grabs for wind and solar. Trump greenlights drilling in 82% of Alaska’s petroleum reserve, potentially benefiting ConocoPhillips. He also delays China tariffs tied to Russian oil, aiming to broker peace. Germany faces economic strain from rising energy costs and tariffs, and Civitas replaces its CEO after deep losses. 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 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared 02:25 - Britain’s net-zero scheme is being derailed by opposition to solar and wind projects 04:26 - Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling 07:23 - Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty 12:15 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany 17:16 - Markets Update 18:48 - Rig Count Update 18:51 - Frac Count Update 19:16 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales 23:36 - Outro Links to articles discussed: Solar Shares Rise as Trump Hit to Credits Softer Than Feared Britain’s net-zero scheme is being derailed by opposition to solar and wind projects Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty Tariffs and Energy Costs Could Spark an Economic Crisis for Germany