China’s Critical Minerals Ban: A Win for the U.S.? – ENB Weekly Recap

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Michael Tanner and Stuart Turley argue that China’s ban on critical mineral exports could backfire by driving U.S. innovation and domestic refining. They explain China’s control lies in refining, not mining, and predict new capacity will emerge in the U.S. and Southeast Asia. The episode also covers China and Iran’s oil-for-infrastructure deal, California’s stalled oil projects, Baytex’s asset sale, and contrasting oil price outlooks from ConocoPhillips’ Ryan Lance and Occidental’s Vicki Holub — with a spotlight on natural gas demand from the AI boom. 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 06:54 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions 09:02 - Texas Oil Driller Taps Trump’s Team to Save California Crude Project 11:15 - Baytex Considers $3B Eagle Ford Asset Sale 15:23 - Where’s the Glut? Says ConocoPhillips CEO Ryan Lance 19:16 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask? 22:09 - 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 Texas Oil Driller Taps Trump’s Team to Save California Crude Project Baytex Considers $3B Eagle Ford Asset Sale Where’s the Glut? Says ConocoPhillips CEO Ryan Lance Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?