About this episode
In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Oklo’s groundbreaking step toward nuclear fuel recycling, a massive ICE raid on Hyundai’s EV battery plant, and Secretary Scott Besson’s fiery call for Federal Reserve reform. They also unpack China’s illegal oil drilling in Taiwan’s EEZ, OPEC’s surprising October production bump, and the market’s reaction to energy pricing and jobs data. The episode wraps with sharp insights on AI-driven energy demand, rig count trends, and the best plays for 2025 oil & gas tax investing. 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 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility 02:21 - Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action 04:44 - Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review 10:22 - China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ 12:30 - OPEC+ Agrees in Principle to Increase Production in October 18:05 - Markets Update 21:29 - Outro Links to articles discussed: Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ OPEC+ Agrees in Principle to Increase Production in October