September 25, 2025
Is China's Debt Bomb About to Explode—and What Does It Mean for the Yuan and Global Markets?
Energy News Beat PodcastAbout this episode
In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down China’s exploding debt crisis and what it means for the yuan, global markets, and energy. They explore ExxonMobil’s push for repayment in Sakhalin, hinting at possible steps toward ending the Ukraine war, and react to Trump’s fiery UN energy speech. Plus, they cover ERCOT’s winter readiness, Russia’s surging oil exports despite sanctions, and Exxon’s massive $6.8B Guyana project—all while highlighting key market movements and energy investment insights. 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 00:15 - Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? 03:43 - ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War? 05:50 - Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases 09:05 - Texas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok? 10:36 - Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks 15:03 - Market Update 16:08 - Exxon Expands Guyana Output 17:54 - Outro Links to articles discussed: Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War? Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases Texas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok? Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks