October 13, 2025
Why the Critical Mineral Ban from China Is Great for the United States
Energy News Beat PodcastAbout this episode
In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down why China’s critical mineral export ban could actually benefit the U.S. by forcing innovation and onshoring of refining capacity. They cover China and Iran’s oil-for-infrastructure deal, David Blackman’s call for Congress to fix regulatory instability, Phil Mickelson’s surprising pro-drilling stance, and Texas driller Sable’s appeal to Trump’s team to revive a stalled California oil project. The hosts wrap up with Baytex’s $3 billion Eagle Ford sale and how Trump’s 100 percent tariffs on China are shaking oil markets. 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 - The Current State of Critical Minerals in the US Market 06:59 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions 09:08 - DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects 10:40 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling 13:12 - Texas Oil Driller Taps Trump’s Team to Save California Crude Project 18:18 - Market Update 19:55 - Rig Count Drops as Oil Prices in Free Fall Frac Count Update 20:03 - Baytex Considers $3B Eagle Ford Asset Sale 26:35 - Outro Links to articles discussed: The Current State of Critical Minerals in the US Market China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects Phil Mickelson says if you want cleaner Beaches, then restart oil drilling Texas Oil Driller Taps Trump’s Team to Save California Crude Project Rig Count Drops as Oil Prices in Free Fall Baytex Considers $3B Eagle Ford Asset Sale