America's Grid Is Near Its Breaking Point — and Why That's Great for Investors

In this episode of Energy Newsbeat Daily Standup, hosts Stuart Turley and Michael Tanner unpack why America’s aging grid nearing collapse is actually great news for savvy investors. They explore the rising strain from AI, EVs, and outdated infrastructure, while spotlighting trillion-dollar opportunities in behind-the-meter tech like battery storage and microgrids. The duo also breaks down Fed rate cut expectations, California’s pipeline mess, the IEA’s retreat on peak oil forecasts, and global energy policy contradictions from Brussels to Beijing. Energy markets are shifting—this episode tells you where the smart money’s headed. 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 - America’s Grid is Nearing Its Breaking Point 04:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point? 09:37 - California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling 11:49 - US urges EU to ditch Russian oil and gas faster 13:09 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand 16:12 - USA EIA Reveals Latest Brent Oil Price Forecast 22:08 - Markets Update 23:56 - Rig Count Update 23:58. - Frac Count Update 25:18 - Outro Links to articles discussed: America’s Grid is Nearing Its Breaking Point $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point? California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling US urges EU to ditch Russian oil and gas faster IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand USA EIA Reveals Latest Brent Oil Price Forecast