CapEx Growth Returns What It Means for Oil & Gas Investors the ENB Weekly Recap

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down a whirlwind of critical updates—from Secretary Chris Wright’s aggressive timeline on rare earth mineral development to the real story behind ANWR lease openings and the mounting capital challenges in Alaska’s frozen frontier. They dive into sanctions, Venezuela’s geopolitics, and the myth of energy “transition” vs the reality of energy addition. Plus, insights on TotalEnergies' Anadarko gas deal, Equinor’s earnings miss, and why utilities and fossil fuels are still where the real returns lie. Buckle up for the smartest 20 minutes in energy. 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 00:17 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline? 03:36 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop? 08:10 - New Oil Sanctions Will Not Stop Russia’s War Machine 14:08 - We Are in an Energy Addition, Not Transition 20:08 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets 22:07 - Lower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates 24:23 - Outro Links to articles discussed: Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline? Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop? New Oil Sanctions Will Not Stop Russia’s War Machine We Are in an Energy Addition, Not Transition TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets Lower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates