Wall Street Found Big Oil. Who Would Have Thought? – ENB Weekly Recap

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown’s limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street’s renewed focus on oil and gas after Trump’s UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services. 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: Highlights of the Podcast 00:00 - Intro 00:13 - Dallas Fed Survey Reveals Unrest in America’s Shale Patch 09:48 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade 14:05 - OPEC+ is poised to slip further below oil output target 14:05 - Exclusive: OPEC+ plans another oil output hike in November, sources say 15:57 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know 22:39 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think? 26:02 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact 29:49 - Outro Links to articles discussed: Dallas Fed Survey Reveals Unrest in America’s Shale Patch U.S. Shale Costs to Soar to $95 per Barrel Within a Decade U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think? Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact