About this episode
In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break break down Gavin Newsom’s COP30 grandstanding, Trump’s coal revival predictions, and why China dominates clean-energy manufacturing while still running on coal and oil. They unpack billions pouring into U.S. nuclear projects—and why real returns are still a decade away—before diving into Chevron’s first West Texas data-center power project and Liberty Energy’s early lead in the space. The duo closes with the IEA’s updated outlook showing oil and gas demand rising through 2050, shaky OPEC signals pushing prices down, and Baytex’s surprising Eagle Ford exit. A fast, fiery roundup of energy reality, markets, and industry moves. 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 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line? 03:26 - Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan 05:58 - Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized? 07:54 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model 10:36 - Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil’s not quite Dead Yet” 15:02 - Markets Update 16:39 - Baytex to Divest of U.S. Eagle Ford Assets to Advance Higher-Return Canadian Core Portfolio 18:57 - Outro Links to articles discussed: COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line? Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized? Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil’s not quite Dead Yet”