Episodes

1d ago

Gavin Newsom's California is a travesty for energy policies, and we can see yet another hit to consumers. The Utility companies are now limited in the profits they can make to rebuild the grid. That will SQUASH investment and get more companies to leave California, and take the jobs with them out of the State. As companies shut down and cut jobs, they also cut tax revenue, and that is going to make the financial crisis brought on by Gavin even worse. His Energy Policies have now become a complete national security risk for the western half of the United States. When you consider the corruption, graft, and greed exemplified during Gavin Newsom's Governorship, it won't be easy to rebuild California after he leaves office. 1. The energy policies and challenges in California, particularly the regulation of utility profits and the impact on energy reliability. Michael Tanner and Stuart Turley discuss how California's approach to regulating energy providers like PG&E and Edison differs from other states, leading to issues with grid investment and energy reliability. They contrast California's "top-down" policies with a more collaborative approach in different states. 2. The geopolitical tensions and sanctions related to Venezuela and Russia. The hosts discuss the Trump administration's actions to intercept oil tankers related to Venezuela, and the potential motivations behind these moves, such as regime change, protecting Gulf Coast refinery interests, and impacting Russia's war in Ukraine. 3. The potential of nuclear fusion as an energy source, and its connection to Trump's media company. Stuart Turley discusses the promise of nuclear fusion technology and how Trump's media company, Truth Social, may be involved in developing or licensing fusion-related patents. 4. The outlook for the oil and gas industry based on the Dallas Fed survey. Time Stamps 00:16 California Cuts PG&E and Edison's profits for grid improvement. 03:47 California's Corruption exposed by Katy Grimes at the California Globe 08:17 Oil and Venezuela's impact on global markets 11:06 Sanctions through Drone strikes 13:31 Fusion and President Trump may be a great investment for humanity We cover key insights from the Dallas Fed's survey of oil and gas executives, including their price expectations, activity levels, and concerns about a potential market oversupply. Is there a glut, or is the glut simply misunderstood, or is the market recalibrating to a new method? You will want to see our Doomberg interview in January. 1. California Cuts PG&E’s and Edison’s Profits for Grid Investments: Gavin Newsom’s California Poses a National Security Risk Due to Flawed Energy Policies 2. San Francisco Crippled by Widespread Power Outages on Busy Holiday Shopping Weekend 3. Trump Administration Intercepts a Second Tanker in Venezuela Oil Tanker Blockade 4. Sanctions through Drone Strikes now in the Mediterranean 5. Why Fusion Is Considered Energy’s Holy Grail, and how President Trump’s media company is betting on a breakthrough 6. Lingering pessimism, uncertainty further weigh on oil and gas activity – Dallas Fed 7. US Oil Drillers Drop 6 Rigs This Week According to Baker Hughes: What Is the Impact to Consumers and Investors? Check out our sponsor, Reese Energy Consulting https://reeseenergyconsulting.com/ Check out our website https://energynewsbeat.co/ Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/ Questions on Investing in Oil https://energynewsbeat.co/invest/

3d ago

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Sarah E. Hunt, President of the Rainey Center, to break down groundbreaking new polling that reveals overwhelming bipartisan support for American energy dominance, secure domestic data centers, and rapid permitting reform. Sarah explains how voters overwhelmingly link energy independence to national security, the growing AI arms race with China, and the urgent need to build every possible electron—nuclear, natural gas, solar, wind—to safeguard America’s technological future. From China’s 10x energy build-out to AI-driven permitting solutions, this conversation delivers sharp insights, alarming realities, and a clear call to action for policymakers across the U.S. Highlights of the Podcast 00:00 - Intro 00:33 – Why Energy Dominance = National Security 01:04 – The Shocking Truth About U.S. Data Stored in China 02:27 – Voters See a Tech Arms Race With China 03:23 – China’s 10x Energy Build-Out Advantage 03:58 – Nuclear Power, Permitting, & Speeding Up Builds 05:42 – Using AI to Fix Permitting Bottlenecks 06:08 – The “Three Horsemen” of Energy Dominance 07:02 – Voters Overwhelmingly Support Cutting Red Tape 08:03 – Grid Vulnerabilities & Chinese-Linked Equipment 09:02 – Electricity as a Weapon of War 10:12 – Bipartisan Consensus on Energy Independence 10:40 – How the Rainey Center Started 11:22 – Supporting Local, State & Federal Leaders 14:00 – State-Level Energy Action & AI Competition With China 16:41 – The Electricity War for Human Freedom 17:15 – Wind, Solar, Nuclear & Reality of Energy Costs 18:44 – Who Should Pay for Data Center Power? 20:18 – Solar Already Built But Stuck in Red Tape 21:48 – Critical Minerals, Supply Chains & Energy Security 22:13 – How to Follow & Connect With Sarah 23:59 – Closing Remarks We recommend checking out the Rainey Center for Public Policy: https://www.raineycenter.org/ Follow Sarah on her LinkedIn https://www.linkedin.com/in/sarahelisabethhunt/ Check out https://theenergynewsbeat.substack.com/ and https://energynewsbeat.co/

4d ago

The Global Energy Markets are changing, and Giacomo Prendelli (Jack) stops by the Energy News Beat podcast. There are just some great days in the world, and today was no exception. I had the honor of visiting with Giacomo Prandelli of the Merchant’s News Substack. It was a great time. After doing over 1,000 episodes, I can tell if the conversation feels like 5 minutes, it was a good Conversation in Energy. I started reading The Merchant’s News Substack and was impressed with Giacomo’s (Jack) articles and research. Today’s discussion was really a great setup for the geopolitical issues the Trump Adminstration is facing while trying to keep energy prices down. Key Discussion points: 1. The current state of the oil and energy markets, including factors affecting oil prices such as geopolitical tensions, production levels, and demand. 2. The shifting global power dynamics, with the United States, Russia, China, and India emerging as the key players, while the European Union and the UK are seen as declining in influence. 3. The impact of the Russia-Ukraine war on energy markets and the potential role of the United States in shaping the outcome. 4. The challenges faced by the renewable energy transition, including the reliability and cost-effectiveness of technologies like wind and solar compared to traditional fossil fuels. 5. The potential for countries like Libya and Guyana to become important oil producers with low production costs. 6. The issues facing the energy infrastructure and policies in California, particularly the reliance on oil pipelines and the push towards renewable energy. 7. The background and motivation behind the Merchant’s News Substack, which the host sees as a valuable source of analysis and insights on energy and commodity markets. Time Stamps: 00:18 Introduction in Switzerland 02:18 Shadow Fleet Ends 05:00 Energy Policies and the EU, and UK 07:57 World bifurcating into new trading blocs 13:18 NATO 18:26 Investment Charts Gold, metals, and Oil 25:29 Biden and Trump have different moves as leaders 29:17 Russia, North Africa, and Europe Do not judge the site based on the landing page. The great cartoons are eye-catching with fantastic details behind the story. When I first started reading his articles and finding out what he was writing about, I was shocked. When you jump into his articles and financial discussions, you can walk away with a great appreciation for the work he is putting into every article. You can also find Jack on his LinkedIn here. Check out his post on X. Jack Prandelli For the Full Transcript: https://theenergynewsbeat.substack.com/ or https://energynewsbeat.co/

5d ago

What a week in the oil and gas markets. We have Dark Fleet Tankers over the weekend rolling up on Venezuela to be filled up, and Michael Tanner and Stu Turley talked about it on the Sunday release of the Energy News Beat Stand Up. Stu points out that President Trump needs to pay attention, as if he does not enforce the sanctions, we might as well ignore OPEC and the pricing models. Sure enough, on Tuesday, President Trump rolls out the blockade, and DRW on The Hot Take of the Day has a great article on his Substack. Stu has reached out to get him scheduled for another interview. Throw on a good Gavin Newsom problem this week with Oregon, Washington, and more refineries, and we have a wild ride forming up like a thunderstorm in Q1 2026. 1. The situation in Venezuela and the potential impact on oil supply and prices. Stu discusses how the U.S. actions against Venezuela could affect global oil markets. 2. The possibility of an upcoming commodity bull run, particularly in the oil market. Stu cites an article suggesting that oil could be the next commodity to see a major price increase. 3. The tensions between global energy companies like ExxonMobil and European regulations, with Stu discussing how stricter EU policies could prompt ExxonMobil to exit the European market. 4. The importance of energy infrastructure projects like the Western Gateway Pipeline to ensure energy security on the U.S. West Coast. 5. New regulations in New York requiring greenhouse gas reporting, which the host suggests could lead to oil and gas companies leaving the state. 6. The progress on the Alaska LNG pipeline project, which the host sees as a positive development for U.S. energy exports. Time Stamps: 01:10 DRW talks about Venezuela Oil and Chris Wright 03:17 ExxonMobil and Chevron to benefit 03:50 Is President Trump's team listening to Energy News Beat 04:45 Will Oil be the next in the commodity markets? 06:01 The EU's worst legislation ever 08:00 Phillips 66 Pipeline to the West - Could be a help to California in a few years 10:20 New York Needs to Learn from the EU - New Climate Regulations 12:25 Alaska LNG gets green lights Buckle up, we are in for a wild 2026. Stories Covered in the Stand UP 1. Venezuela Isn’t Escalation — It’s Supply Management 2. Will Oil Be the Next in the Commodity Bull Run? 3 . The EU’s Worst Piece of Legislation, According to an Exxon Top Executive May Force Exxon Out of the EU 4 . Phillips 66 Sees an Opportunity to Supply the West Coast with the Western Gateway Pipeline: A National Security Imperative 5. New York Releases Regulation Requiring Mandatory GHG Reporting for Large Emitters from 2027 6. Alaska LNG Pipeline Gets Final Approvals Ahead of Schedule Check out the full Transcript on https://energynewsbeat.co/ and https://theenergynewsbeat.substack.com/

Dec 15

It's been a wild time in the markets; there are many questions in the oil and gas markets. Will the Trump Administration stop the dark fleet tankers from filling up 4 million barrels this weekend, as they did with the one they confiscated last week? 1. The Trump administration’s actions against Venezuela, including the capture of a “dark fleet” oil tanker. We discuss whether this is more about oil or a show of force against the Venezuelan government. Stu chimes in that Panama is not renewing their “Belt and Road” initiative with China, so did taking the Tanker last week prove that this is more about the Monroe Doctrine? 2. The potential impact on the oil and gas markets if there is a regime change in Venezuela, including the possibility of increased foreign investment and production. You have to ask the question Who has the most oil reserves? Then you have to ask which companies produce the most oil, as energy policies and profits matter. If you have huge reserves but you can’t get the oil and gas out of the ground because of corruption, you might as well not have the natural resources. 3. The European Union’s decision to freeze Russian central bank assets in response to the war in Ukraine, and the potential retaliatory actions Russia could take by restricting energy exports to Europe. 4. The growth of AI data centers in Texas and concerns about the ability of the Texas power grid to handle the increased electricity demand. 5. A comparison of electricity prices between Democratic and Republican-leaning states, with the transcript suggesting Democratic states tend to have higher electricity rates. Time Stamp for Chapters: 00:20 Regime Change in Venezuela will change the markets 04:39 Dark Fleet has 2 tankers in Venezuela, will President Trump intercept? 08:16 EU seizes Russian money, and it won’t end well. 18:16 Blue states’ energy is higher due to policies 25:24 The world is healing 1. Regime Change in Venezuela Will Change the Oil Markets 2. Dark Fleet Oil Ships Dock in Venezuela, Showing Challenge for US 3. What Are the Impacts to the EU Should They Seize Russian Monetary Assets? 4. Ukrainian Drone Strikes Escalate: Afipsky Refinery Hit Amid Wave of Attacks on Russian Oil Infrastructure 5. Is the AI Data Center Build Out in Texas a Home Run or a Potential Bust? 6. Blue States, High Rates https://energynewsbeat.co/invest/ Substack: https://theenergynewsbeat.substack.com/p/regime-change-in-venezuela-will-change

Dec 12

Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme. 2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years. 3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected. 4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals. 5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term. 00:00 Intro Return to Tangibles 01:11 ETF LENS is by Sarmaya Partners 03:35 Is the world oversupplied with oil 06:10 Geopolitical Risk to Oil 07:09 Shale Boom and Break-even for Oil 10:06 Companies looking for exploration locations 11:38 Policy impacting prices 16:58 Market Cycles 20:21 Markets like Copper 23:42 Global Markets and deindustrialization 27:15 Grid complexities of AC vs DC 28:56 Renewables impact on Energy 37:30 Investing and day trading 41:45 Recycling and Copper 48:20 Nuclear and AI Follow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/ Check out https://sarmayapartners.com/ Check out the Substack: https://sarmayakar.substack.com/ Check out the full Transcript on https://energynewsbeat.co/ and https://theenergynewsbeat.substack.com/

Dec 11

Today on the Energy News Beat, Stand up Stu Turley and David Blackmon talk about the critical issues around Data Centers, Venezuela, Chevron, and how investors would react. With an oil platform in the Caspian Sea hit by Ukrainian drones, another Russian Tanker hit, and the U.S. boards a tanker loaded with Venezuelan oil, you can't buy this kind of entertainment. Years ago, oil would have spiked to $20, and today it's going down. 1. The data center boom and its impact on power grids, especially in the PJM region of the northeastern United States. The transcript discusses how the rapid growth of data centers is straining power grids and causing utility rates to rise. 2. Chevron's operations in Venezuela and the complex geopolitical situation there, including the enforcement of US sanctions and the potential for regime change. 3. Innovative solutions to power data centers, such as the supersonic engine developed by Boom Supersonic, that can be used to power AI data centers. 4. Concerns about a potential "bubble" in the data center industry due to the rapid growth and large investments. 5. Partnerships between energy companies and data center operators, such as Exxon's deal with NextEra to develop a gigawatt-scale data center. 6. The importance of developing domestic rare earth refining capabilities in North America to reduce reliance on China. 7. The boom in US solar installations is driven by the impending expiration of tax credits and concerns about the sustainability of this growth. 8. Ongoing mergers and acquisitions in the natural gas sector, as companies seek to gain economies of scale. 00;00 Introduction Data Centers 01:20 PJM Grid Growth in West Virginia 04:26 Chevron and Venezuela on the Front Lines 08:41 Symphonic Supersonic new gas turbine for data centers 12:58 Exxon is working with NextEra to develop a Gigawatt Data Center 16:00 US Solar is setting up for a crash 23:41 Exxon and Chevron Charts Thanks to David Blackmon for stopping by the ENB Stand Up and sharing his Forbes Article and expertise. Please subscribe to him at https://blackmon.substack.com/ Shout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/ Follow Michael On LinkedIn and X Follow Stu on LinkedIn and X ENB Top News ENB Podcast ENB Substack Oil & Gas Investing Want to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/

Dec 8

CNBC inspired today’s ENB Stand Up - I Did Not Have That On Michael’s Bingo Card. The interview on CNBC inspired today’s ENB Stand Up, and here is the full interview with Peter Boockvar, CIO of One Point BFG Wealth Partners, who was interviewed on ‘Fast Money’ to discuss why he is bullish on energy heading into 2026. I found this story very interesting as Peter goes through the key bullet points. Their interview was on CNBC. Peter Boockvar also said: “Now with OPEC, we’ve seen more than two million barrels a day of production increases and quota increases, but the production increases haven’t really met up fully with the quotas, which tells me that there’s less available excess production supply, and it’s really only coming out of Saudi Arabia and the UAE.” Finally, Peter Boockvar commented, “I think sixty dollars a barrel is pricing in almost no geopolitical risks. And I think the market just almost in a way assumes that there’s going to be a deal.” Chapter Times: 00:00 Intro 00:30 Peter Boockvar on the CNBC Interview, oil is next year's gold 04:48 California Pipeline Shut Down, A crisis in the making 10:12 Will the oil Shadow Fleet End? ENB Stand Up Stories Covered on The Show Oil could be next year’s gold, says investor Peter Boockvar New Report Warns Consequences of an Oil Pipeline Shutdown Would ‘Cascade Across the State’ California’s Oil Rush Slips into Final Act, and May Take Alaska’s Oil Rebound Down with It The Shadow Fleet End? – Giacomo Prandelli Africa is Embracing Oil and Gas for New Development, and Will Benefit Africans, Investors, and the Market US Oil Rig Count Stages A Comeback After Last Week’s Losses Check out Reese Energy Consulting at https://reeseenergyconsulting.com/ The full article at The Energy News Beat Substack: https://theenergynewsbeat.substack.com/p/could-oil-be-next-years-gold-investment Got questions if you need a tax deduction? https://energynewsbeat.co/invest/

Dec 5

Katy Grimes, Editor in Chief of the California Globe, and Mike Umbro stop by the ENB Podcast. This podcast rolled around because Katy Grimes, the Editor in Chief of the California Globe, wrote a brilliant story, “ Has California’s Oil and Gas Industry Hit the Point of No Return? ” and in that story, she is pointing out that the National Security Risk created by Gavin Newsom’s energy policies may have pushed the oil and gas business to the brink of collapse. On the podcast, we discussed that the main pipeline may shut down in weeks, meaning oil drilled in California will have to be trucked to refineries rather than put into the pipeline. Yes, you read that correctly. Shut down in weeks. We also ask, how many of those truck drivers are illegal migrants who can’t read, and we need thousands of trucks that don’t exist. The other huge issue is the sheer number of tankers that will be piling up off the coast, which is a real problem. There is a good chance that some are no longer part of the Dark Fleet and may not be seaworthy or insured. Key Chapter Time Stamps 02:17 California’s Oil Crisis is now a Security Risk 04:50 California Imports 70% of the oil it requires 07:09 Permitting and Regulatory issues for E&P operators 10:06 Crimson Midstream Pipeline, The San Pablo pipeline potential shutdown mid-December 12:21 The largest oil spills were from Tankers, and we are going to see more tankers on the water, driving potential accidents up. 13:51 Shout out to Gene Nelson, PhD., whom I just interviewed, and we talked about that interview that is now in production. 16:06 Nuclear plants had been shut down to make way for wind and solar installations. 18:52: The oil industry is over 22:05 How to fix the broken system 23:55 Alaska imports jet fuel, diesel, and gasoline, causing significant environmental damage. 41:18 Mike Umbro, Energy Environmentalist: Well, that's about hugs and Chris Wright. I told you I don’t need a hug, I need a permit. Please make no mistake, we have a crisis brewing in California. Katy’s comment that Governor Newsom can’t be this incompetent and that it has to be deliberate really resonated with me while writing this summary. ENB Top News ENB Podcast ENB Substack Oil & Gas Investing Want to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/

Dec 4

Michael Tanner and Stu Turley cover several significant developments in the energy industry. First, they discuss New York's new "Cap and Invest" program, which will ration and tax fossil fuels. We do not see this as being ineffective and costly for consumers. This will do nothing but drive more people out of New York and reduce taxable income as money leaves the state. There is a reason JP Morgan has moved its gold trading unit out of New York. Next, we examine the increasing isolation of Venezuela as its allies Russia and China step back amid heightened U.S. pressure. This has implications for Venezuela's significant oil reserves. We then cover ExxonMobil's interest in acquiring a Russian firm's stake in an Iraqi oil field, as U.S. sanctions impact the global energy landscape. The discussion shifts to the automotive industry, noting a pivot away from aggressive EV adoption towards more profitable hybrid vehicles in the U.S. Analyst Josh Young's insights on OPEC's production increases and the implications for spare capacity and oil market dynamics are also covered. Finally, we lament the collapse of California's oil and gas industry due to stringent policies and permitting challenges, and we criticize the state's governor. Key Time Stamps: 00:17 New York to Tax more and Ration fossil fuels 03:21 Venezuela is suddenly alone 06:20 ExxonMobil looking over LukOil in Iraq 08:57 Shift to hybrid cars will lower gasoline demand 10:23 OPEC* Production 13:17 Has California's Oil and Gas industry hit the point of no return? Stu will be interviewing Mike Umbro, and Katy Grimes, Editor in Chief of the California Globe, are live on LinkedIn, X, and YouTube to talk about the California story. " Has California’s Oil and Gas Industry Hit the Point of No Return? – California Globe " Here is the live link: https://www.youtube.com/live/9iQIhfX0ydM?si=82sbS7hGXOPeYNYV Stories we covered today: 1. New York’s climate law will ration fossil fuels and tax the rations – David Wojick on CFACT 2. Venezuela is Suddenly Alone: Allies Step Back Amid Escalating U.S. Pressure 3. ExxonMobil Looks Over Lukoil’s Iraqi Oilfield as U.S. Sanctions Finally Hit Home – What does this mean for Investors? 4. The Shift to Hybrid Cars is Moving in the US 5. OPEC+ Production Increases and Spare Capacity Audit – Oil Market Implications 6. Has California’s Oil and Gas Industry Hit the Point of No Return? – California Globe Shout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/ Follow Michael On LinkedIn and X Follow Stu on LinkedIn and X ENB Top News ENB Podcast ENB Substack Oil & Gas Investing Want to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/ We have specials going on, so ask Stu for details.

Dec 3

In this episode of Energy Newsbeat – Conversations in Energy , host Stu Turley sits down with Nathan Lord, President of Shale Crescent USA, to unpack why Ohio, West Virginia, and Pennsylvania may be the world’s most overlooked manufacturing and energy powerhouse. Nathan explains how the region’s abundant, low-cost natural gas creates a world-class advantage for petrochemicals, power generation, and reshoring manufacturing from Europe and China—while also cutting emissions by building near the fuel source. They dive into Europe’s deindustrialization, the risks of net-zero policies that export industry (and emissions) to China, the coming surge in gas demand from LNG and AI data centers, and why winning the “fuel race” is the key to U.S. energy security, grid reliability, and long-term prosperity for American workers. We wrote an introduction to this interview for the Energy News Beat Substack, and it included data compiled by Nathan and the Shale Crescent team. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security I look forward to more podcasts and interviews with CEOs from Ohio, West Virginia, and Pennsylvania to discuss this significant, strategic reindustrialization effort for the United States. Thank you, Nathan, for stopping by the Podcast, and I am looking forward to our follow-up conversations! - Stu Check out the Shale Crescent USA website here: https://shalecrescentusa.com/ Connect with Nathan Lord on his LinkedIn here: https://www.linkedin.com/in/nathan-lord-230a99a9/ Highlights of the Podcast 00:00 - Intro 01:01 – What Is Shale Crescent USA? 02:53 – Marcellus Gas Volumes & Global Ranking 04:20 – Where Global Manufacturers Go Next 05:35 – Trump, the Saudi Crown Prince & LNG Dreams 06:02 – Maximizing the Molecule: From Gas to Booster Seats 07:16 – Germany’s Net-Zero Deindustrialization 09:06 – Europe’s Energy Insecurity vs. U.S. Shale Advantage 11:15 – Energy Security at Home, Energy Dominance Abroad 12:12 – How Shale Crescent Lands Global Projects 13:07 – Stu’s Two-Track World & China’s Manufacturing Pull 14:54 – Can the U.S. Beat China on Manufacturing Costs? 17:51 – Onshoring, ESG & Emissions Reality 20:26 – Is ESG Fading? Cleanest Molecule Wins 21:51 – Rare Earths vs. “Rare Natural Gas” Advantage 23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing 24:11 – Who’s Locking Up Molecules (and Who Isn’t) 26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power 28:30 – Avoiding Blackouts & Winning the AI Fuel Race 32:06 – Build on the Fuel Source: Speed to Power 35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps 37:39 – Man-Made Energy Problems & Leadership 38:18 – How to Find Nathan & Shale Crescent USA 39:08 – Closing: From Rust Belt to Prosperity Full transcript will be on https://energynewsbeat.co/ Check out https://energynewsbeat.co/request-media-kit/

Dec 1

On today's episode of the Energy News Beat Stand Up, Michael Tanner and Stu Turley are a few pounds heavier from Thanksgiving! Key issues discussed today: Russia's oil and gas revenue is projected to decline sharply in November, potentially by as much as 35%. This revenue shortfall may be contributing to heightened diplomatic activity around the Russia-Ukraine war. - The potential impact on oil prices if the Russia-Ukraine war were to end. Michael Tanner argues that oil prices would likely go down, as Russia would be able to bring more oil supply back online. Stu Turley suggests prices could rise, as Russia would have more money to fund its operations. - The potential disruptions to oil supply, such as attacks on tankers in the Black Sea and disruptions to the Caspian Pipeline Consortium. However, the hosts seem to downplay the potential impact of these events on oil prices. We also discussed the ongoing dispute between a Texas oil executive and the state of California over offshore oil production. The hosts are critical of California's regulatory environment and its impact on energy production. Chapters 00:01 Intro 00:21 Russia's oil and gas revenue may fall by 35% 05:58 Caspian Pipeline Consortium halts Black Sea oil loading after Ukraine attack 10:14 Texas Oil Mogul at war with Gavin Newsom's Energy Policies 14:44 New Fortress Energy gets a 3 billion deal with Puerto Rico 20:46 Closing 1. Russia’s Oil and Gas Revenue May Fall in November by 35%, Reuters Calculations Show 2. Caspian Pipeline Consortium Halts Black Sea Oil Loading after Ukraine Attack – And Black Sea tankers hit 3. What If Venezuela’s Oil Is Shut Down and We Get Peace in Ukraine? Analyzing the Potential Impact on Oil Prices 4. The Texas Oil Mogul at War With California Over an Offshore Bounty 5. New Fortress Gets Tentative OK for $3 Billion Puerto Rico Deal – What Does This Mean for Investors? Follow Michael On LinkedIn and X Follow Stu on LinkedIn and X ENB Top News ENB Podcast ENB Substack Oil & Gas Investing

Nov 29

In this episode of Energy Newsbeat – Conversations in Energy , host Stu Turley sits down with Tyler Lindholm , Wyoming State Director of Americans for Prosperity , to break down the truth about America’s energy future, federal overreach, the wind farm subsidy scams, coal’s comeback, and why Wyoming is becoming the last line of defense for U.S. energy security. Lindholm exposes how federal land policies cripple ranchers, why baseload power still matters, how California depends on Wyoming to keep the lights on, and why renewable subsidies are collapsing under their own weight. They also dive into grid reliability, the “duck curve,” production tax credit scams, and how local citizens can take back control of energy policy. If you care about energy independence, rural America, or honest conversations outside the mainstream media… this is the episode to watch. Thanks for your leadership, Tyler, in Agriculture, Ranching, and Energy! I had an absolute blast visiting with you. - Stu. Connect with Tyler on LinkedIn: https://www.linkedin.com/in/tyler-lindholm-9119a259/ ???? Want to get involved? Visit: AmericansForProsperity.org Highlights of the Podcast 00:00 - Intro 00:32 – Why Wyoming Is a U.S. Energy Powerhouse 01:02 – Wyoming’s Energy Priorities 01:41 – Trump’s “Three Horsemen” of Energy Dominance 02:01 – New Coal Plant Proposal 03:10 – Reliable, Affordable Energy Is King 03:35 – AFP’s Mission: Cutting Government Barriers 04:24 – Federal Land Control Hurting the West 05:44 – Grazing, Wildlife & Real Environmental Impact 07:58 – California’s Dependence on Wyoming Power 09:23 – Energy Security = National Security 10:42 – How Citizens Can Get Involved Locally 13:09 – Wyoming’s Workforce & Six-Figure Energy Jobs 13:34 – AI vs. Blue-Collar America 15:16 – The Duck Curve Explained Simply 17:03 – Wind Farm Reclamation Crisis 18:31 – Wind Subsidy Scams (PTC Loophole) 20:22 – Who Really Runs the Grid 21:55 – Closing Thoughts Check out the full articles: https://theenergynewsbeat.substack.com/ or on the website: https://energynewsbeat.co/

Nov 28

Happy Thanksgiving, and we have a wild Energy News Beat Stand Up for You! We are focusing more on finance, deal reviews, and the economics of energy rollout in future articles. UK oil and gas companies exploring opportunities in the U.S. market: We discuss how large UK oil and gas companies like Harbor Energy are actively looking for merger and acquisition opportunities in the U.S. as they face challenges in the UK market due to Net Zero policies. Kind of like I have said, that oil saved the whales the first time, and President Trump’s ending of offshore wind may save them the second time. The UK oil companies looking to move is a potential trend for all investors to take note of. Energy Policies have consequences, and the UK, EU, and even Canada are on a road to a fiscal catastrophe. We also cover the concerns about potential oil shortages: Comments from Russia’s top OPEC negotiator, Alexander Novak, who warned about the risk of an imminent oil shortage due to chronic underinvestment in new oil production to replace declining fields. China’s development of a new CO2 turbine technology: We discuss China’s unveiling of a new supercritical carbon dioxide power generator technology, which could have significant applications in industries like cement and steel. Challenges and opportunities in the U.S. nuclear power sector: And Michael and I explore how the U.S. government is trying to support the development of larger nuclear reactors, including through low-cost government loans, in order to make nuclear power more profitable and attractive to investors 00:18 Harbor Energy is scouting mergers and acquisitions in the US 03:35 Russia points out oil needs investments 07:05 China unveils new CO2 turbine that could upend power tech 13:03 Sponsor and Finance Check Out Full Articles and Transcripts https://theenergynewsbeat.substack.com/ and https://energynewsbeat.co/ Stories Covered in this episode 1. Large UK Oil and Gas Company Explores U.S. Deals – WSJ 2. Russia Points Out the Lack of Investment in Oil is Poised to Cause an Oil Shortage 3. China Unveils New CO2 Turbine That Could Upend Power Tech 4. Can the U.S. Make Big Nuclear Reactors? How Can We Make Nuclear Profitable? How do Investors React?

Nov 25

Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg 01:56 Doomberg on the UK and energy crisis 06:28 Doomberg on the Labor Party 12:01 Doomberg on the Russian-Ukrainian War 14:37 Zelensky won the election, but may not be viable in peace talks 25:39 California and Gov Newsom Energy Crisis 31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him. 38:14 US Dollar financial system and the petro dollar 43:13 Global debt 45:54 Secretary Chris Wright 53:41 Doomberg on data centers sitting on top of power sources A special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/ Check out the transcript at https://theenergynewsbeat.substack.com/ or https://energynewsbeat.co/ #doomberg #finance #investing #investinenergy

Nov 24

In this episode of the Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down whether the U.S. petrodollar is truly dying or just taking hits as global reserves shift and new trading blocs emerge. They dive into the IEA’s stunning reversal projecting rising oil demand through 2050, natural gas’ shift toward year-round high pricing, and why the Shale Crescent region is becoming America’s most strategic energy asset. The hosts also unpack the real drivers behind soaring electricity prices—policy, transmission, and renewable integration—separate from AI demand, and spotlight China’s breakthrough thorium molten-salt reactor. They wrap with oil and gas market moves, rig count surprises, and the SM–Civitas merger shakeup. A packed episode full of global finance, energy policy, and market insights. 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 00:13 - Is the US Petrodollar Dead, or Just Wounded? 05:01 - The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In. 08:57 - America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security 11:39 - Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly 14:28v - The Rhyme and Reason behind Rising Electricity Prices 17:26 - The World’s First Thorium Molten Salt Reactor in China 22:11 - Markets Update 24:12 - SM–Civitas Merger Move 26:24 - Outro Links to articles discussed: Is the US Petrodollar Dead, or Just Wounded? The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly The Rhyme and Reason behind Rising Electricity Prices The World’s First Thorium Molten Salt Reactor in China

Nov 22

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down why there’s no real oil glut despite market noise, Chevron CEO Mike Wirth’s bullish long-term stance, and how AI-driven efficiency is reshaping Big Oil. They dive into Sweden’s pension fund disaster after chasing risky net-zero bets, why micro-nuclear reactors may be the sleeper investment of the decade, and Enbridge’s major pipeline expansion boosting Canadian crude flows. The episode also covers China and India’s role in setting the floor and ceiling for global oil prices, the hidden machinery behind Russia’s “dark fleet,” and why sanctions aren’t stopping crude from moving—just rerouting it. A fast, sharp look at the forces shaping 2025’s energy 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 00:22 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron 03:46 - Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects 07:17 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil 11:01 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security 12:49 - China Sets the Floor and Ceiling for Global Oil Prices 15:45 - Why China and India Continue Buying Russian Oil? 18:25 - Outro Links to articles discussed: Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security China Sets the Floor and Ceiling for Global Oil Prices Why China and India Continue Buying Russian Oil?

Nov 20

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley breaks down the DOE’s $1 billion loan to restart Three Mile Island and why it marks a major win for American energy security and nuclear renaissance. He then dives into how China now sets the floor and ceiling for global oil prices, and why China and India continue buying Russian oil despite sanctions and shifting tanker data. Stu also covers Japan’s accelerating geopolitical posture toward China, Europe’s dangerous dependence on China for rare earth processing, and the EIA’s surprising crude inventory draw that signals a bullish outlook for oil. Packed with analysis, global insights, and energy market implications, this episode keeps you sharp and ahead of the curve. 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 00:20 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security 02:07 - China Sets the Floor and Ceiling for Global Oil Prices 05:04 - Why China and India Continue Buying Russian Oil? 07:47 - Japan Might Challenge China Sooner Than Expected – Andrew Korybko 09:17 - Europe Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone Else 14:07 - EIA Reports Surprise Crude Oil Inventory Dip 16:37 - Outro Links to articles discussed: $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security China Sets the Floor and Ceiling for Global Oil Prices Why China and India Continue Buying Russian Oil? Japan Might Challenge China Sooner Than Expected – Andrew Korybko Europe Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone Else EIA Reports Surprise Crude Oil Inventory Dip

Nov 17

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down Chevron CEO Mike Wirth’s confident outlook on oil and gas, even as the industry wrestles with glut fears, AI-driven efficiency shifts, and evolving demand. We explore the UK’s growing tension between AI expansion and net-zero ambitions, Sweden’s painful pension-fund losses from risky green investments, and Enbridge’s major move to expand Canadian oil export capacity. We also recap Ukraine’s latest refinery strike and the escalating 2025 energy-infrastructure hits shaping global markets. Plus, we cover rig-count changes, volatile pricing, and the geopolitical pressure points driving this week’s energy narrative. 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 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron 03:42 - Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter 06:05 - Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects 09:41 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil 10:45 - Ukraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War 15:23 - Market Update 16:35 - U.S. Rig Count Up this Week by One 16:39 - Frac Count Update 17:53 - Outro Links to articles discussed: Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil Ukraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War U.S. Rig Count Up this Week by One

Nov 15

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turle and Michael Tanner break down why “location, location, location” is driving the resilience—and risks—of U.S. drilling programs as breakeven costs diverge sharply across basins. They unpack rising natural gas prices amid LNG export demand, Germany’s shaky energy outlook, and a wave of renewable sector troubles from Pine Gate Renewables’ bankruptcy to Ørsted’s massive losses. The hosts also highlight coal’s global comeback, the long-term implications of U.S. turbine shortages, and Chevron’s move into behind-the-meter Permian power for AI data centers. Plus, they take aim at COP30 drama and Gavin Newsom’s energy commentary, contrasting political narratives with real-world demand for molecules—not slogans. 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 - U.S. Drilling Programs Are Resilient, but It Depends on the Location 03:53 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers 07:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio 13:04 - 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? 16:01 - Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan 18:34 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model 21:09 - Outro Links to articles discussed: U.S. Drilling Programs Are Resilient, but It Depends on the Location U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio 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 Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model

Nov 14

Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast 00:00 – Opening & Guest Introductions 02:32 – AI Boom vs. Power Shortage 07:18 – AI Hype vs. Energy Reality 11:42 – Nuclear Reality Check 16:03 – Coal’s Comeback 18:02 – Natural Gas Outlook 21:15 – Pipeline Bottlenecks & Permitting Trouble 24:33 – Chevron Entering Data Center Power 25:19 – Pipeline Twinning Not As Easy As It Sounds 28:08 – Geopolitics Ignored by the Market 33:24 – Demand: Stronger Than Narratives Suggest 37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality 42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory 49:52 – Commodities Rotation & Energy Lag 55:11 – Propaganda & the Climate Narrative 01:01:21 – Pendulum Swings & Hope for Middle Ground 01:02:50 – Utility Mismanagement & Decentralization 01:05:04 – Will Democrats Blame Republicans for High Power Prices? 01:06:10 – Government Control, Incentives & Rate Failures 01:09:59 – Tracy on Fox Business: Uranium Bottleneck 01:22:35 – Closing Thoughts & Market Outlook

Nov 14

In this episode of Energy Newsbeat – Conversations in Energy , host Stu Turley sits down with Dr. Lars Schernikau , author of The Unpopular Truth About Electricity and the Future of Energy , to unpack why reliability and affordability must lead energy policy. They dive into the real costs of large-scale wind and solar— intermittency, low energy density, short lifetimes, grid stability (AC vs. DC/inertia), and hidden disposal/subsidy issues —contrast ERCOT nameplate vs. actual load, and spotlight energy poverty from Pakistan to Africa. Schernikau argues that “energy security starts at home,” calling for honest accounting and smarter investment in modern thermal, nuclear (incl. SMRs), geothermal , and long-horizon fusion —while noting AI/data centers make power resilience more critical than ever. Along the way: Bill Gates’ recent climate-risk comments, COP priorities, NJ Ayuk and Chris Wright’s energy-access push, and why financing institutions are beginning to rethink greenwashed narratives. Learn more at unpopular-truth.com . Dr. Schernikau, Thank You for your wonderful leadership in the world of Energy markets, and I look forward to more discussions. - Stu Highlights of the Podcast 00:00 - Intro 01:27 – Net Zero and Bill Gates’ Shift 02:01 – Why Energy Reliability Matters 03:13 – Ending Energy Poverty 03:58 – Energy Efficiency Through History 05:57 – Book Mention: Unpopular Truth 06:12 – COP and Climate Priorities 07:08 – Reliability Before Affordability 09:04 – ERCOT Grid Costs & Overbuild 10:39 – The 3 Problems: Intermittency, Density, Lifetime 14:36 – Solar Durability Issues 15:30 – Overbuilding and Storage Costs 17:24 – Subsidies & Disposal Costs 18:49 – Recycling and Greenwashing 19:43 – Grid Stability: AC vs. DC 23:16 – Energy Security Risks 24:25 – Complex Grids & Vulnerability 26:50 – Africa’s Energy Development 27:55 – Global Fuel Dependence 32:26 – Politics, IEA, and Funding 33:42 – Real Cost of Wind & Solar 35:39 – Geothermal Laser Breakthrough 36:10 – Future of Energy: Nuclear to Fusion 38:38 – Germany’s Nuclear Irony 39:11 – European Politics & Hope 40:10 – Financing & Greenwashing Shift 42:33 – Wrap Up & Final Thoughts Full transcript on https://theenergynewsbeat.substack.com/

Nov 13

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”

Nov 10

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down why U.S. drilling success still comes down to “location, location, location.” They analyze breakeven costs across major basins, rising LNG demand and natural gas prices, and the growing acceptance of natural gas as a “clean” fuel. The hosts discuss Pine Gate Renewables’ bankruptcy, Orsted’s mounting losses, and the ripple effects of inflation on ConocoPhillips’ Willow project. They wrap with insights on rig counts, production strategies, and why smart investors are turning back to oil and gas for real returns. 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 00:14 - U.S. Drilling Programs Are Resilient, but It Depends on the Location 03:57 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers 07:51 - UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions 10:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio 15:53 - Market Updates 17:12 - Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers? 20:22 - ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For? 24:30 - Outro Links to articles discussed: U.S. Drilling Programs Are Resilient, but It Depends on the Location U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers? ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?

Nov 8

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner unpack Bill Gates’ shocking statement that climate change is not humanity’s biggest existential threat — and explore the billions in global market impact tied to his reversal. The episode dives into the ripple effects across energy policy, ESG investing, and carbon capture economics, while connecting it to Illinois’ new 3-GW battery bill, Ørsted’s $262 M Q3 loss, Germany’s collapsing wind output, and the fading credibility of COP30. With humor and hard data, the hosts reveal how “energy addition” — not “transition” — is defining the new era of global energy security. 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 00:20 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets? 04:35 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen 10:49 - Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October 14:07 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React? 17:23 - What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat? 20:08 - Outro Links to articles discussed: Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets? Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React? What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat?

Nov 7

In this episode of Energy Newsbeat – Conversations in Energy , host Stuart Turley sits down with Lt. Colonel Alea Nadeem , an Air Force veteran and Republican candidate for Ohio’s 9th District. They discuss her mission to unseat longtime Democrat Marcy Kaptur, her stance on energy independence, nuclear power, and realistic green policy , and her fight for America-first values and election integrity . Nadeem shares her powerful personal story of survival, service, and gratitude for America, her vision for reviving manufacturing and union jobs in Ohio , and her belief in pragmatic, results-driven leadership that bridges divides and restores faith in government. Please check out Lt. Colonel Nadeem's website: https://aleaforcongress.com/ Follow Lt Colonel Nadeem on X: https://x.com/AleaforOH Thank you, Alea, for your past and future service, and for stopping by the podcast! I had fun, and good luck—we need people dedicated to America, and Americans First! 00:00 – Intro 00:37 – The Challenge Ahead 01:05 – Wealth in Congress 01:27 – Military Roots 02:03 – Funding the Campaign 03:03 – Election Integrity in Ohio 04:09 – Seeking Trump’s Endorsement 04:55 – Her Story: Kidnapped to Iraq and Rescued by America 06:22 – Energy Policy & Common Sense 07:36 – The Three Horsemen of Energy Dominance 08:25 – Realistic Energy Independence 09:25 – Campaign Challenges & Fundraising Realities 10:19 – Supporting Bitcoin and Future Industries 11:15 – Handling Congress “Knuckleheads” 13:10 – Policy Reform & Pragmatism 13:28 – DEI, Readiness & Military Focus 14:23 – America First & Dual Citizenship Concerns 15:48 – Influence & Foreign Interests in Congress 17:19 – Generational Shift in the GOP 18:05 – Nuclear Energy & Fetterman’s Shift 19:26 – Net Zero Myth & Energy Reality 20:34 – Oil Saved the Whales — Twice 22:24 – The Appeal of Honest Podcasts 23:58 – Ohio’s Manufacturing Heartbeat 25:17 – Unions, Jobs, and Shifting Loyalties 27:22 – Changing the Conversation with Unions 28:34 – Reaching Across the Aisle 30:06 – U.S.–India–Russia Diplomacy & Sanctions 32:02 – Air Force Precision & Operation Midnight Hammer 33:13 – Final Message & Call to Action Full transcript on the Energy News Beat Substack. https://theenergynewsbeat.substack.com/

Nov 6

In this episode of Energy NewsBeat Daily Stand-Up, Stuart Turley breaks down Germany’s wind collapse, Ørsted’s $262M loss, and COP30’s credibility crisis after Bill Gates’ climate remark. He spotlights David Blackmon’s report on $1B in wind-turbine repairs, Wood Mackenzie’s forecast of rising oil demand through 2032, and Russia’s Lukoil asset sale to evade sanctions. Turley drives home one message — energy security needs realism, not ideology. 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 00:22 Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October 03:29 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React? 06:55 - What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat? 12:31 - Wind Power’s Crumbling Facade: $1 Billion in Blade Fixes Can’t Mask the Rot – David Blackmon 15:07 - Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032 17:27 - If Approved: Russia Sells Lukoil’s Assets to Avoid Sanctions 19:51 - Outro Links to articles discussed: Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React? What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat? Wind Power’s Crumbling Facade: $1 Billion in Blade Fixes Can’t Mask the Rot – David Blackmon Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032 If Approved: Russia Sells Lukoil’s Assets to Avoid Sanctions

Nov 3

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley dive into Bill Gates’ surprising pivot on climate change, questioning his motives and the massive economic fallout from his past advocacy. They highlight Charles Payne’s sharp commentary, emerging cybersecurity threats from Chinese EVs, Illinois’ questionable battery storage bill, and Exxon's bold legal challenge against California’s climate laws. Also covered: Exxon’s Permian JV buyout, rig count drops, natural gas spikes, Venezuela tensions, OPEC+ production moves, and the strategic importance of Exxon’s Guyana asset. A fast-paced, hard-hitting roundup of energy news and political implications. 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 00:13 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets? 04:30 - Emerging Cybersecurity Threats: Chinese Manufacturers’ Control Over Electric Buses, Power Grids, and Phones 06:08 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen 09:45 - Exxon Buys Out Legacy Sinochem JV, Expands in Midland Basin 12:17 - ExxonMobil Sues California Over Climate Reporting Laws 17:10 Market Updates 20:10 - OPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook 22:05 - Chevron Reports Third Quarter 2025 Results 23:27 - Outro Links to articles discussed: Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets? Emerging Cybersecurity Threats: Chinese Manufacturers’ Control Over Electric Buses, Power Grids, and Phones Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen Exxon Buys Out Legacy Sinochem JV, Expands in Midland Basin ExxonMobil Sues California Over Climate Reporting Laws OPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook

Nov 2

In this episode of Energy Newsbeat – Conversations in Energy , Stu Turley hosts Steve Reese (Reese Energy Consulting) and Matthew Hill (fire suppression expert) for a powerful conversation on the future of energy , natural gas demand , AI data center growth , and energy infrastructure . They unpack the collision course between LNG exports and power-hungry data centers, highlight the coming turbine shortage , and explore mobile microgrid and modular refinery innovations . Topics span from CNG applications , geothermal crossover , and battery fire risks , to U.S. refining bottlenecks , regulatory barriers , and California’s energy policies as a national security threat . The episode is a dynamic mix of industry insight, policy critique, and forward-looking solutions—driven by a call for energy dominance , regulatory reform , and American innovation . You will want to connect with Steve Reese on LinkedIn: https://www.linkedin.com/in/steve-reese-185a86/ And Matthew Hill is a must-connect for safety: https://www.linkedin.com/in/matthewhillknightfirespecialists4055682742/ Check out Reese Energy Consulting at https://reeseenergyconsulting.com/ Highlights of the Podcast 00:00 – Intro 00:00 – Intro & Guests 01:03 – Gas Demand: LNG vs. Data Centers 01:53 – Turbine Shortage & Microgrids 02:43 – Big Tech’s Unreal Gas Expectations 04:05 – Mobile Data Centers on Well Pads 05:16 – Frac Firms Becoming Tech Giants 06:41 – ROI of AI Infrastructure 08:20 – CNG & Mobile Midstream 09:42 – Gen Z & ESG Pressure 10:17 – Failed Solar & Gas Reality 10:52 – SMRs & Powering AI Boom 12:20 – Flynn, California, & Business Exodus 15:09 – Regulation Creep & Safety 18:16 – Pipeline Delays & Bottlenecks 20:32 – Illegals & Hydrocarbon Transport Risks 21:30 – CA Imports Dirty Oil While Shutting Local Supply 23:21 – U.S. Refinery Gap 24:57 – NIMBYs & NatSec Risk 26:03 – Gas Price Outlook 27:40 – Geothermal’s Momentum 29:55 – New Modular Refineries 31:38 – Operator vs. Political Disconnect 33:02 – Reese’s AI & LNG Training 33:45 – CNG/LNG Use on Pads 34:52 – Battery Fire Safety & BESS 36:47 – Mobile Power Best Practices 38:34 – Lithium Battery Threats 39:02 – Wrap-Up & Outro Full Transcript at https://theenergynewsbeat.substack.com/

Nov 1

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

Oct 31

In this episode of Energy Newsbeat – Conversations in Energy , Stu Turley, host, welcomes Joe Raia, Chief Commercial Officer at Abaxx Exchange, to discuss how Abaxx is revolutionizing global commodity futures trading. From physically deliverable LNG and critical mineral contracts to pioneering gold vaulting in Singapore, Raia outlines how Abaxx is bringing much-needed innovation, transparency, and risk management to underserved markets. They also dive into shifting global trade blocs, the need for dollar-based lithium pricing, and how new technology and infrastructure investment are reshaping the future of energy and commodity finance. I thoroughly enjoyed my visit with Joe, and discovering what Abaxx Commodities Exchange can do for national security and global market trade is huge. I look forward to more interviews with Joe, and I would like to have him join a panel discussion with Doomberg in the future to cover global financial markets. Joe, thank you for your time, leadership, and for stopping by the podcast, Stu Check out Abaxx Exchange here: https://abaxx.exchange/ Connect with Joe Raia on LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/ Highlights of the Podcast 00:00 – Intro 00:50 – What is Abaxx? 01:41 – The LNG Market Problem 03:50 – Abaxx’s Physically Deliverable Contracts 05:06 – Missed Risk Tools in Europe 06:00 – Clearinghouse & Regulation 07:05 – Critical Minerals Contracts 08:32 – The Role of Tariffs & Re-Shoring 10:03 – Surviving Regulation 11:40 – Gold Futures Breakthrough in Asia 12:59 – The Rise of New Trading Blocs 14:54 – Impact of EU’s Energy Policy 16:04 – The “Three Horsemen” of Energy 17:04 – LNG Margins & Export Growth 18:13 – Molecule Demand & Natural Gas 18:49 – LNG to Electricity Opportunities 19:17 – US LNG Momentum Continues 19:22 – What’s Coming in Q1 2026? 20:42 – How to Connect with Abaxx 21:04 – Wrap-up & Final Thoughts Full Transcript: https://theenergynewsbeat.substack.com/ or https://energynewsbeat.co/

Oct 30

In this episode of Energy Newsbeat Daily Standup, Stuart Turley breaks down why we’re living through an energy addition, not a transition—as global demand for oil, gas, and coal continues to climb despite record renewable spending. He dives into Texas ERCOT’s massive overbuild of nameplate capacity, BP’s $25 billion Iraq investment as a geopolitical lifeline, Iraq’s new LNG import deal, and major oil producers ramping output despite OPEC’s challenges. Plus, updates on TotalEnergies’ U.S. gas expansion and Equinor’s Q3 profit drop, highlighting how “green transition” strategies have failed and traditional energy remains the cornerstone for investors. 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 00:08 - We Are in an Energy Addition, Not Transition 06:21 - BP’s New $25 Billion Investment in Iraq’s Kirkuk Fields Is Far More Than an Oil Project—It’s a Geopolitical Pivot 07:59 - Iraq Secures First Floating LNG Import Platform Deal with U.S. Firm 08:50 - Oil Giants Join OPEC in Boosting Production with Earnings Confirmations This Week 12:28 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets 14:41 - Lower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates 17:03 - Outro Links to articles discussed: We Are in an Energy Addition, Not Transition BP’s New $25 Billion Investment in Iraq’s Kirkuk Fields Is Far More Than an Oil Project—It’s a Geop… Iraq Secures First Floating LNG Import Platform Deal with U.S. Firm Oil Giants Join OPEC in Boosting Production with Earnings Confirmations This Week 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

Oct 27

Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon . Doomberg lays out the massive topic of trade wars with China and the global impact on the financial markets. What are investors and consumers thinking? In this engaging discussion, they explore China’s dominance in rare earth minerals, the U.S. response to growing supply chain risks, and how geopolitical tensions are reshaping global trade alliances. From the future of energy independence to the economic fallout of the Russia-Ukraine conflict, Doomberg brings sharp analysis and thought-provoking insights on the shifting balance of power across nations. I absolutely love my time with Doomberg, but it was extremely cool when he recognized Dave’s name as we flashed his comment live on the screen. Doomberg appreciated Dave’s subscription, and this was just cool. We will see an end to the Russian war soon, and we need to keep the war mongers out of the decision-making positions. Doomberg is a national treasure. Highlights of the Podcast 00:01 – Introduction 01:43 – China’s Rare Earth Monopoly and Trade War Signals 07:17 – U.S. Response and Administrative Inaction 10:40 – Reactions to Global Trade Developments 14:17 – U.S. Efforts to Break Rare Earth Dependence 15:53 – U.S. Manhattan Project for Supply Chains 20:13 – Regulatory Hurdles and Mining Challenges 22:40 – Global Bifurcation and Emerging Trade Blocks 25:24 – Russia, Ukraine, and the Changing Global Order 34:13 – Media Narratives and Propaganda 38:31 – Drone Warfare and Shifting Military Power 42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry 46:08 – Europe’s Energy Crisis and Deindustrialization 53:17 – Alaska, Energy Development, and Infrastructure Delays 55:05 – Closing Thoughts and New Project Plug Again, we highly recommend subscribing to David Blackmon’s Substack at blackmon.substack.com , the Energy News Beat Substack, and Doomberg !

Oct 27

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley break down Secretary Chris Wright’s ambitious two-year plan to ramp up U.S. critical and rare earth mineral production, highlighting its geopolitical stakes amid U.S.–China trade talks. They discuss America’s push to diversify energy sources—linking rare earths, clean coal, and modular nuclear to data center growth—before pivoting to rising power stock valuations from the AI boom, global bifurcation driven by net-zero policies, ANWR lease openings, and the failure of new Russia sanctions to curb oil flows. The hosts close with market reactions to Matador Resources’ earnings and optimism for the global energy landscape. 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 00:16 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline? 03:56 - AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have Questions 07:46 - Greenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading Blocs 11:10 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop? 15:49 - New Oil Sanctions Will Not Stop Russia’s War Machine 21:54 - Markets Update 24:12 - Rig Count Update 24:14 - Frac Count Update 24:30 - Matador Resources Company Reports Third Quarter 2025 Results, Increases Full-year 2025 Guidance and Provides 2026 Outlook 30:02 - Outro Links to articles discussed: Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline? AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have Questions Greenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading Blocs Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop? New Oil Sanctions Will Not Stop Russia’s War Machine

Oct 26

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by co-host Kimberly Page and Kirk Edwards, President of Latigo Petroleum, to discuss the evolving energy landscape in the Permian Basin. They cover the shift toward natural gas, AI-driven data center demand, LNG exports, pipeline development, and the impact of U.S. strategic reserves and global geopolitics on oil and gas prices. The conversation highlights opportunities for natural gas producers, challenges in oil markets, and the critical role of reliable energy infrastructure, including small modular reactors and backup turbines for data centers. Connect with Kirk Edwards on LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/ Connect with Kimberly Page here: https://www.linkedin.com/in/kimberly-page/ Check out Reese Energy Consulting here: https://reeseenergyconsulting.com/ Highlights of the Podcast 00:00 – Intro: Stu, Kimberly & Kirk kick off the show 00:25 – Message to Washington: “Get out of the way” 01:22 – Permian layoffs & drilling slowdown 02:45 – AI boom & natural gas demand 04:02 – Permian gas pricing & flaring issues 04:45 – SPR depletion & U.S. energy security 06:18 – OPEC+, tariffs & global oil volatility 08:41 – California’s oil hypocrisy & imports 10:32 – Oil price outlook & Saudi control 11:22 – Rising gas demand & LNG export growth 12:13 – Data centers, turbine shortages & power needs 13:54 – Nuclear energy potential & SMR progress 15:15 – Natural gas optimism & Anadarko revival 16:43 – Rig count drop & workforce impact 17:39 – Closing thoughts: “Drill baby drill” Full Transcript: https://theenergynewsbeat.substack.com/ or https://energynewsbeat.co/ https://energynewsbeat.co/investinoil/

Oct 25

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discussed Governor Gavin Newsom’s controversial new bill allowing California utility companies—such as Southern California Edison—to tap into the state’s $21 billion Wildfire Fund, half of which is funded by taxpayers. The legislation permits utilities to use the fund to cover wildfire-related expenses and even fines from their own negligence. Turley blasted the move as a “corruption-laden bailout,” arguing it protects utilities at the expense of taxpayers, while comparing it to California’s manipulation of federal health funds. Both hosts warned that under Newsom’s leadership, California has become a growing national security risk. 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 - Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? 07:51 - Wind Turbines are Made by Coal and Are Not Sustainable 12:26 - Europe is the Biggest Loser in US-China Rare Earth Wars 18:38 - EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats 20:43 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region 24:31 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund 26:40 - Outro Links to articles discussed: Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? Wind Turbines are Made by Coal and Are Not Sustainable Europe is the Biggest Loser in US-China Rare Earth Wars EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats The Permian Basin Reliability Plan will cost every customer in the ERCOT region. Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund

Oct 24

In this episode of Energy Newsbeat – Conversations in Energy , Stu Turley sits down with Wasif Latif, President of Sarmaya Partners, to explore the “Return to Tangibles” investment thesis. Latif explains why commodities like gold, silver, copper, and platinum are outperforming tech stocks and bonds in today’s market. He breaks down the geopolitical catalysts, surging industrial demand, and the performance of the LENS ETF—designed to capture this tangible asset boom. From silver’s breakout and platinum’s comeback to supply chain rewiring and defense-driven resource demand, this episode is a masterclass on navigating a deglobalizing, resource-constrained world. 7% retracement is another instance of the market digesting gains rather than signaling exhaustion. We see this spike in volatility as a healthy reset , not a sign of weakness. It’s how long-term strength shows up and builds momentum. · Deficits, not just interest rates, are driving liquidity creation. With Social Security, Medicare, and Net Interest absorbing more than half of all U.S. federal outlays, fiscal consolidation seems a politically impossible. This structural imbalance anchors gold’s long-term bid as policymakers rely increasingly on monetary and fiscal accommodation to finance spending . · Central banks have become systematic gold buyers, treating it as a Tier 1 reserve asset amid rising geopolitical fragmentation and declining trust in fiat discipline. Their price-insensitive accumulation sets a structural floor beneath the market. For investors, the behavioral edge lies in patience, the capacity to stay invested through cyclical volatility in a secular uptrend . See how energy plays into the return to tangibles. As always, Wasif, thank you for stopping by! - Stu Substack: https://sarmayakar.substack.com/ Check out https://sarmayapartners.com/ LinkedIn: https://www.linkedin.com/in/wasiflatif/ Highlights of the Podcast 00:00 – Intro 00:56 – JP Morgan’s $10B Strategic Investments 02:11 – Rise of Geopolitical Investing & Strategic Imperatives 02:28 – Return to Tangibles: The Core Thesis 04:36 – Ringing the Bell: Launch of LENS ETF 05:37 – Silver Breaks Out: Early Stages of Bull Run 09:00 – Precious Metals vs. Tech & Bonds 11:05 – Platinum’s Comeback & EV Reality Check 13:55 – Geopolitics, Military Spending & Commodity Demand 15:30 – "We're in the Stuff Shovels Pick Up" 17:40 – Oil Lagging—But Not for Long 19:56 – LENS ETF Performance YTD 21:21 – How Samarya Partners Invests Differently 23:50 – Gold vs. S&P500 (Real Returns) 25:17 – Inflation Outlook & Rate Cuts 27:12 – AI, Data Centers & Energy-Driven Inflation 30:18 – Long-Term Trends: Stagflation, Labor vs. Capital 30:20 – How to Reach Wasif Latif Check out the Transcript at EnergyNewsBeat.co Check out the additional article at https://theenergynewsbeat.substack.com/

Oct 23

In this episode of Energy Newsbeat Daily Standup, Stuart Turley covers escalating global energy tensions as the EU’s climate directives trigger backlash from major LNG suppliers like the U.S. and Qatar, warning of trade disruptions. He discusses possible sabotage at refineries in Hungary and Romania, critiques the costly ERCOT grid expansion in Texas, slams Gavin Newsom’s wildfire fund access law as corruption, and highlights how sanctions on Russian oil are backfiring. Turley also praises U.S. Energy Secretary Chris Wright for refilling the Strategic Petroleum Reserve and previews rising LNG trading volumes via aBAX Technologies. A jam-packed episode linking policy, energy, and geopolitics. 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 00:16 - EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats 02:23 - U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations 04:17 - Recent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge question 06:35 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region. 10:22 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund 12:40 - Russian Oil Keeps Flowing: “Sanctions Don’t Work as Intended”- Irina Slav 17:19 - The US Needs to Restock the Strategic Oil Reserve – This would save money and jobs in the long run. 19:09 - Abaxx Confirms Growing Trading Activity in its North Pacific-Asia and US Gulf of Mexico LNG Futures 20:47 - Outro Links to articles discussed: EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations Recent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge question The Permian Basin Reliability Plan will cost every customer in the ERCOT region. Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund Russian Oil Keeps Flowing: “Sanctions Don’t Work as Intended”- Irina Slav The US Needs to Restock the Strategic Oil Reserve – This would save money and jobs in the long run. Abaxx Confirms Growing Trading Activity in its North Pacific-Asia and US Gulf of Mexico LNG Futures

Oct 20

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley break down Citi’s $50 oil prediction amid Russia-Ukraine de-escalation rumors, debating whether the surplus fears hold up against Saudi Arabia’s fiscal realities and Trump’s energy goals. They expose the hidden fossil fuel costs behind wind turbines, highlight Trump’s pushback on global carbon taxes, and analyze Europe’s rare earth dependence in the U.S.-China trade clash. Wrapping up with rig counts, SLB earnings, and India’s oil trade under sanctions, the hosts close with optimism for global reindustrialization and pragmatic energy investing. 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 00:16 - Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? 07:51 - Wind Turbines are Made by Coal and Are Not Sustainable 12:22 - How Trump’s Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being Saved 15:26 - Europe is the Biggest Loser in US-China Rare Earth Wars 21:49 - Market Update 22:57 - US Oil Rig Count Stalling While Output Soars 23:52 - SLB Reports Q3 Earnings Higher Than Expected 27:47 - Outro Links to articles discussed: Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’… Wind Turbines are Made by Coal and Are Not Sustainable How Trump’s Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being Saved Europe is the Biggest Loser in US-China Rare Earth Wars US Oil Rig Count Stalling While Output Soars SLB Reports Q3 Earnings Higher Than Expected

Oct 18

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?

Oct 17

In this episode of Energy Newsbeat – Conversations in Energy , Stu Turley sits down with Cyrus Brooks of RBAC and Anne Atkinson Hyre, Executive Director of the Bettering Human Lives Foundation, to tackle the global energy poverty crisis. Over 2 billion people still rely on firewood, charcoal, or dung for cooking, facing severe health risks, environmental damage, and lost economic opportunities. Anne explains how the foundation provides low-interest loans to local LPG entrepreneurs, helping households and schools transition to safer, cleaner, and more efficient cooking fuels. Cyrus discusses how energy access enables entrepreneurship, economic growth, and improved quality of life. Learn how practical, sustainable energy solutions are transforming communities and truly bettering human lives. ???? Links / Resources: Bettering Human Lives Foundation: https://betteringhumanlives.org RBAC: https://rbac.com/ Connect with Cyrus on his LinkedIn here: https://www.linkedin.com/in/cyrus-brooks-03274713/ Connect with Anne here: https://www.linkedin.com/in/anne-atkinson-hyre-a6b1848/ Thank you, Anne and Cyrus, for stopping by the podcast - I had an absolute blast, and this is making a difference in people's lives - Stu Highlights of the Podcast 00:00 - Intro 1:05 – Cyrus Brooks on RBAC & GasTech Milan 4:28 – Anne Hyre on Bettering Human Lives & energy poverty 6:16 – LPG impact on African households & jobs 9:45 – Economic approach to solving energy poverty 10:00 – Foundation’s low-interest loans explained 13:46 – Scaling LPG businesses in Kenya, Ghana, Zambia 15:18 – Goal: 1M households & 1,000 schools by 2030 17:51 – Loan benefits vs commercial banks 18:39 – How to donate & support the foundation 21:06 – Success stories & African Energy Chamber model 24:25 – Cyrus: energy drives commerce & prosperity 25:49 – Environmental impact: deforestation & emissions 26:30 – LPG cookstoves improve health, time & environment 27:32 – Anne shares personal experience & passion 28:20 – Upcoming trips & speaking events 28:55 – Closing thoughts from Anne & Cyrus 30:19 – Show notes & links

Oct 16

In this episode of Energy Newsbeat Daily Standup, Michael Tanner breaks down contrasting oil market outlooks from ConocoPhillips CEO Ryan Lance, who challenges oversupply fears and projects a $70–$75 rebound, and Occidental CEO Vicki Hollub, who foresees a tighter $58–$62 range through 2026. Hollub also highlights natural gas growth driven by AI-powered data center demand. Saudi Aramco CEO Amin Nasser reinforces this, asserting fossil fuels—not renewables—will fuel the AI revolution. Meanwhile, JPMorgan announces a $10B equity push into U.S. strategic industries, including energy resilience. Tanner sees volatility persisting amid geopolitical tensions and cooling oil prices, closing with a call to stay tuned for earnings season and investment insight. 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 00:16 - Where’s the Glut? Says ConocoPhillips CEO Ryan Lance 04:15 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask? 07:22 - Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest? 09:54 - JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States’ economic security. 15:10 - Market Update 17:13 - Outro Links to articles discussed: 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? Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest? JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States’ economic security.

Oct 14

Lt. General Mike Flynn stops by the Energy News Beat Podcast In this episode of Energy Newsbeat – Conversations in Energy , Lt. General Mike Flynn joins Stu Turley to discuss the deep-rooted corruption in U.S. institutions, the need for election integrity reforms, and the national security risks posed by failing energy policy and refinery shutdowns. Flynn highlights key insights from his bestselling book A Pardon of Innocence , calls for a national emergency to ensure fair federal elections, and outlines the global consequences of prolonged conflict in Ukraine. The conversation also touches on fifth-generation warfare, the strategic role of India in geopolitics, and why America needs an urgent energy-first agenda to secure its future. General Flynn even pointed out that Gavin Newsom’s left-wing energy polices fit into the fifth-generation warfare mode. This is a huge topic, and we have to be aware of how to combat the energy regulations from the left and green energy wealth transfer. Bottom line, we have to get involved locally. We were running out of time in the interview and had to rush through some huge topics. However, we have more interviews lined up and have been invited to participate in his upcoming Energy Conference in Washington, D.C. I had an absolute blast visiting with General Flynn and am truly honored to have spent some time with him. Highlights of the Podcast 00:00 - Opening Statement: America First Energy & Election Emergency 01:03 – Flynn’s Book & the Depth of Government Corruption 05:40 – Education, The Flynn Film & Institutional Reform 09:10 – Election Integrity: The National Emergency Path 12:24 – Lawfare Against Conservatives: Disbarment & Lawsuits 14:24 – Ukraine Conflict: War Must End, Peace with Putin Possible 19:59 – India, BRICS, and the Global Shift in Power 23:31 – NATO Tank Gunnery Victory (1987): Military Excellence 25:10 – California Refineries & Fifth Generation Warfare 30:27 – Energy as National Survival: Summit Needed Now 31:38 – Closing Remarks & Flynn’s Contact Info https://theenergynewsbeat.substack.com/p/the-war-within-flynn-on-energy-elections

Oct 13

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

Oct 11

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap Michael Tanner and Stuart Turley deliver a high-impact recap starting with the El Segundo Chevron refinery fire in California — potentially caused by an unconfirmed Venezuelan drone strike — highlighting its crucial role in supplying 40% of SoCal's jet fuel and gasoline. They dissect California’s declining refinery infrastructure under Governor Newsom’s policies and the national security risks involved. The discussion then pivots to skyrocketing AI-driven energy demand (55+ GW by 2030), investment plays in natural gas (Williams, EQT), and Berkshire Hathaway’s $10B acquisition of OxyChem. They close by spotlighting U.S. moves to secure tungsten supply from Rwanda, the Ambler Mining District road project, and the need for U.S.-based manufacturing to safeguard critical infrastructure. 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 00:14 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike 04:06 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030 09:25 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals 19:30 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike 24:10 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China 26:41 - President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining Distric31Outro 28:54- Outro Links to articles discussed: Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030 Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District

Oct 10

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by Kristi Antonick from Americans for Prosperity to discuss Texas’s major policy wins—from the passing of SB2 on school choice to the fight for property tax reform. Kristi shares grassroots success stories, like rallying over 1,000 citizens to the state capitol, and highlights the role of community voices in shaping legislation. They dive into the impact of education freedom, rising energy demands from AI and data centers, and the urgent need for grid capacity—making a compelling case for nuclear innovation and local engagement in shaping Texas’s prosperous future. Our interview with General Flynn gets released on Tuesday, and he brought up some critical points that Kristi and the Americans for Prosperity have been talking about. That is, we ALL have to get involved at the local level. Get involved by volunteering to count votes, attending school board meetings, and participating in local government. We have let the left control all aspects of our lives for too long. Thank you, Kristi, and we really appreciate all the great things that you are doing over at Americans for Prosperity! - Stu Connect with Kristi on LinkedIn: https://www.linkedin.com/in/kristi-antonick-0375122a1/ Check out Americans for Prosperity: https://www.freedomisbigger.com/about/ And most importantly - Get involved. Highlights of the Podcast 00:00 - Intro 00:28 – What’s Going On in Texas? 01:22 – Property Tax Reform Push 02:00 – Major Win: School Choice (SB2) 03:32 – From Valedictorian to Advocacy 04:13 – School Choice Isn’t Anti-Public School 05:23 – Grassroots Engagement & AFP Events 06:49 – Energy Roundtable Recap 08:04 – Energy Grid Concerns & Data Center Growth 09:29 – Nuclear Innovation & DOE Pilot Program 10:14 – AI, Energy Policy & Texas Advantage 11:09 – AFP’s National Focus on Energy 12:05 – Can Texas Eliminate Property Taxes? 13:00 – The Freedom Unleashed Tour 14:14 – A Real Fix is Coming 15:47 – How to Get Involved 16:12 – From Anger to Action 16:42 – Final Thoughts & Thank You https://theenergynewsbeat.substack.com/

Oct 9

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down OPEC+’s shrinking spare capacity, warning that oil prices could spike as the group nears its production limits. They discuss Saudi Arabia’s aging fields, pressure depletion, and the difficulty of restarting shut-in wells. The segment also covers ExxonMobil’s potential return to Iraq’s Majnoon oil field, China’s plan to build 11 new oil storage sites, and the U.S. receiving its first tungsten shipment from Rwanda—marking a move to bypass China in critical minerals. Finally, they highlight President Trump’s approval of a new 211-mile road to Alaska’s Ambler Mining District and Shell’s $600 million hit from canceling its Rotterdam biofuels project, underscoring the contrast between fossil energy resilience and renewable setbacks. 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 00:14 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike 04:53 - Exxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil Field 06:30 - China to Build 11 New Oil Storage Sites in 2 Years 08:41 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China 11:13 - President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District 16:14 - Markets Update 17:52 - Shell’s Q3 Profit Soars on Strong Trading and Production 18:25 - Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project 21:59 - Outro Links to articles discussed: OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike Exxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil Field China to Build 11 New Oil Storage Sites in 2 Years The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District Shell’s Q3 Profit Soars on Strong Trading and Production Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project

Oct 6

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered reports of a possible drone strike and fire at Chevron’s El Segundo refinery threatening Southern California’s jet-fuel supply, rising gas prices, and broader energy security concerns. It also discussed BlackRock’s $6 billion Allete utility acquisition, AI’s projected demand for 55 GW of new power capacity, a surge in copper prices from grid and AI growth, and the collapse of the Net Zero Banking Alliance amid political backlash and massive global costs. The team wrapped with insights on Chevron and Oxy asset sales, OPEC’s production dynamics, and a preview of an upcoming interview with General Flynn. 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 00:15 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike 04:07 - BlackRock’s GIP Wins Approval of $6 Billion Allete Deal – How investors look at the deal 07:20 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030 12:41 - AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments? 14:54 - Net-Zero Banking Alliance Folds After Mass Exodus by Members 20:52 - Markets Update 21:15 - OPEC+: Reuters Leaks on Oil Plans Again – But can they deliver? 22:29 - Exclusive: Chevron puts $2 billion Colorado pipeline assets for sale, sources say 23:28 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals 32:29 - Outro Links to articles discussed: Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike BlackRock’s GIP Wins Approval of $6 Billion Allete Deal – How investors look at the deal AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030 AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments? Net-Zero Banking Alliance Folds After Mass Exodus by Members OPEC+: Reuters Leaks on Oil Plans Again – But can they deliver? Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

Oct 4

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

Oct 3

This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions. We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available on the Energy News Beat and Energy Impacts channels as well. Thank you, Josh, for your great industry leadership! - Stu Highlights of the Podcast 00:00 – Opening & Introductions 04:08 – Bison Interests & Building Bison Insights 08:04 – Global Oil Markets & Russia’s Influence 13:14 – OPEC+ Spare Capacity Debate 20:49 – California Energy Policy & Refinery Fires 33:08 – ESG, Corporate Governance & Oil Majors 41:35 – Layoffs at Imperial Oil & Corporate Culture 44:57 – U.S. Industry Leadership & Historical Parallels 47:17 – Methane Leakage, NGOs & Policy Critique 55:01 – AI, Data Centers & Natural Gas Demand 01:02:47 – Power Generation & Gas Turbine Shortages 01:05:26 – Government Shutdown Impacts 01:10:52 – Nuclear Energy Stocks & Market Bubble 01:15:34 – Market Rally & Economic Insights Full Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial

Oct 2

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 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know 02:43 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think? 06:08 - Wall Street Rediscovers Oil and Gas after Trump’s Trounce on Climate and Green Energy at the UN 07:51 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact 14:34 - Markets Update 16:40 - Outro Links to articles discussed: 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? Wall Street Rediscovers Oil and Gas after Trump’s Trounce on Climate and Green Energy at the UN Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

Oct 1

In this episode of Energy Newsbeat – Conversations in Energy , host Stu Turley talks with Mikey Lucas , COO & Partner at MSB Global Services and Matrix Data Center, about the future of AI, data centers, and America’s energy dominance. Mikey shares his journey from self-taught entrepreneur to leading a three-gigawatt data center project powering the AI boom. The discussion covers: Why data centers consume power equal to tens of thousands of homes The two biggest hurdles: financing and grid power How microgrids, nuclear, and behind-the-meter solutions can reshape the industry Investment opportunities with 15–20% returns Strain from EV adoption and natural gas demand America’s aging grid as a national security risk The urgent need for skilled labor A mix of big-picture strategy and real-world solutions, this episode explores where AI, energy, and investment collide—and why skilled trades may fuel America’s next boom. I am looking forward to more podcasts with Mikey as I learned a lot from our discussion, and loved his get-the-job-done attitude. Connect with Mikey on his LinkedIn here: https://www.linkedin.com/in/mikey-lucas/ Book an Appointment with Mikey here: https://site.msbglobalservices.com/mikey-consultation-call-30min Highlights of the Podcast 00:00 - Intro 00:52 – AI as a Force for Good 02:23 – AI, Energy, and U.S. Dominance 03:02 – What Are Data Centers? 05:30 – Power & Financing: The Big Hurdles 08:56 – ERCOT, Texas, and Nuclear Prospects 10:33 – Investment Opportunities 12:04 – Returns & Infrastructure Funds 14:05 – Public Perception & Rising Bills 15:08 – The Real Problem: Utilities 18:44 – Businesses Must Rethink Energy 19:35 – The EV Strain on the Grid 21:16 – America’s Clean Advantage 23:46 – Solving Problems vs. Talking About Them 25:07 – How to Connect with Mikey 26:01 – Natural Gas Shortages Ahead? 28:43 – The Energy Supercycle 30:46 – The Skilled Labor Crisis 32:37 – Stu’s DIY Microgrid 34:32 – Hard Truths for the Next Generation 35:05 – Closing Thoughts Check out the Substack here: https://theenergynewsbeat.substack.com/

Sep 29

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner cover the energy sector’s shifting tides as advertisers return to Big Oil, driven by financial realities and AI disruption. They highlight growing concerns over Chinese lithium batteries tied to a South Korean cyber incident and rising U.S. shale breakeven costs nearing $95/barrel. The Dallas Fed Survey reveals deep frustration in the shale patch over political and economic instability. They also touch on OPEC+ capacity concerns, a possible output hike, and Occidental’s $10B sale of its OxyChem unit—signaling major changes ahead in global energy 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: Highlights of the Podcast 00:00 - Intro 00:12 - Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges 02:25 - Chinese Lithium Battery System Took down South Korean Intelligence Agency, and Texas has 1200 of these installed 04:37 - Dallas Fed Survey Reveals Unrest in America’s Shale Patch 14:08 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade 21:19 - Markets Update 21:46 - OPEC+ is poised to slip further below oil output target 22:43 - Exclusive: OPEC+ plans another oil output hike in November, sources say 25:15 - Occidental in talks to sell OxyChem unit for at least $10 billion, FT reports 28:53 - Outro Links to articles discussed: Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges Chinese Lithium Battery System Took down South Korean Intelligence Agency, and Texas has 1200 of these installed Dallas Fed Survey Reveals Unrest in America’s Shale Patch U.S. Shale Costs to Soar to $95 per Barrel Within a Decade

Sep 27

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down Warren Buffett’s warning on wind energy proves true as subsidies vanish, exposing its economic fragility, while China faces a deepening debt crisis with a staggering 312% debt-to-GDP ratio. California backtracks on EV tax credits amid budget shortfalls, and Trump urges Europe to stop buying Russian energy, risking geopolitical fallout. Meanwhile, Russia’s crude exports hit a 16-month high, and the U.S. energy market braces for shifting global dynamics. 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 00:14 - Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies 03:40 - California Won’t Replace Expiring $7,500 Federal EV Tax Credit 06:06 - Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan 09:33 - Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets?Oil 13:04 - Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases 16:20 - Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks 18:57 - Outro Links to articles discussed: Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies California Won’t Replace Expiring $7,500 Federal EV Tax Credit Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets?Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks

Sep 25

In this episode of Energy Newsbeat – Conversations in Energy , Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC’s bluff, China's global energy influence, rising electricity costs, the EU’s energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don’t miss it. Topics Covered: Is the Permian peaking or just getting started? Why U.S. oil & gas output keeps defying forecasts OPEC’s spare capacity myth and Saudi strategy How China weaponizes energy and manufacturing The U.S. refining edge (and why it’s at risk) Colorado, California, and the cost of bad energy policy Europe's energy collapse & reindustrialization threats Why power generation = national security The truth about LNG, coal, and blackout risks Watch, share, and subscribe to stay informed on the real energy stories behind the headlines. Highlights of the Podcast 00:00 - Intro 01:07 - Topics: Peak Oil & OPEC 01:50 - Peak Permian? Not Yet 05:47 - Permian Gas & Decline Curves 07:02 - U.S. Refining & Exports 09:43 - Alaska, Gulf, California 12:04 - China’s Global Energy Push 15:43 - OPEC Capacity Reality Check 20:11 - Saudi Break-Even & Output 24:06 - CO Energy Policy Fails 27:53 - Utilities & Electricity Costs 31:16 - Net Zero vs. Reality 35:51 - France & EU Energy Collapse 39:07 - Nuclear, LNG & China Risk 42:13 - Blackouts & Coal Comeback 44:29 - Gillette Coal Power Tour 47:19 - Pipelines & NY Policy 50:14 - Iran, Hamas, Middle East Risk 51:58 - Dark Tankers & Sanctions 55:21 - Russia’s Oil Gameplan 01:01:40 - Ukraine Ceasefire Risks 01:03:36 - Exxon, Ruble & Russia Tax 01:05:28 - U.S. Energy Dominance 01:07:13 - Connect with Trisha Curtis Connect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/ Or her website: https://petronerds.com/

Sep 25

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down China’s exploding debt crisis and what it means for the yuan, global markets, and energy. They explore ExxonMobil’s push for repayment in Sakhalin, hinting at possible steps toward ending the Ukraine war, and react to Trump’s fiery UN energy speech. Plus, they cover ERCOT’s winter readiness, Russia’s surging oil exports despite sanctions, and Exxon’s massive $6.8B Guyana project—all while highlighting key market movements and energy investment insights. 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 - Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? 03:43 - ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War? 05:50 - Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases 09:05 - Texas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok? 10:36 - Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks 15:03 - Market Update 16:08 - Exxon Expands Guyana Output 17:54 - Outro Links to articles discussed: Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War? Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases Texas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok? Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks

Sep 22

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down the hidden costs and tax subsidies behind wind energy, highlighting Warren Buffett’s reliance on tax credits to make wind projects profitable, while consumers and taxpayers ultimately foot the bill. They contrast this with the lower cost of natural gas and new turbine technology, critique California’s EV credit policies under Governor Newsom, and cover geopolitical energy developments, including the U.S. blocking Iran-Iraq gas deals and Michigan’s Line 5 pipeline legal battles. The hosts also touch on market movements, rig counts, and Cord Energy’s Williston Basin acquisition, while emphasizing the value of diversifying through oil and gas investments with strong tax advantages. 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 00:12 - Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies 03:37 - Rising Natural Gas Costs Make Wind and Solar More Expensive, Too 06:49 - California Won’t Replace Expiring $7,500 Federal EV Tax Credit 09:15 - Iraq’s Gas Deal Through Iran Blocked by U.S. 10:58 - Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan 16:28 - Market Update 17:27 - U.S. Oil Rig Count Rises for Third Consecutive Week 17:46 - Frac Count Update 18:02 - Chord Energy to acquire XTO Energy’s Williston Basin assets for $550m 19:14 - Outro Links to articles discussed: Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies Rising Natural Gas Costs Make Wind and Solar More Expensive, Too California Won’t Replace Expiring $7,500 Federal EV Tax Credit Iraq’s Gas Deal Through Iran Blocked by U.S. Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan U.S. Oil Rig Count Rises for Third Consecutive Week Chord Energy to acquire XTO Energy’s Williston Basin assets for $550m

Sep 21

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley welcomes Paul Auslander, CFP and President of Seabridge Private Wealth, for a sharp, insightful dive into the economic and investment landscape following the passage of the “Big Beautiful Bill.” They unpack the bill’s impact on tax cuts, interest rates, energy dominance, and bond market stability. From LNG exports and nuclear microreactors to AI, housing, and the global investment rebound, this episode explores key financial trends shaping the future—with a healthy dose of humor, geopolitics, and T. Boone Pickens' wisdom. I had an absolute blast visiting with Paul, and we highly recommend staying with Paul and your CFP and CPA before tax season. Paul brought some real insights to investing in our current market. Connect with Paul on LinkedIn: https://www.linkedin.com/in/paulauslander/ Thank you, Paul, for stopping by the podcast and for your leadership in the investing and finance market. - Stu Highlights of the Podcast 00:00 - Intro 01:06 – Tax Cuts Made Permanent 03:35 – High-Tax States Benefit 04:10 – CPA Burnout & Complexity 04:31 – T. Boone Pickens Legacy 05:15 – Tariffs & U.S. Manufacturing 06:07 – Market Uncertainty & Bonds 08:46 – Debt & Bond Market Risks 09:40 – Trump vs. The Fed 10:15 – Interest Rates & Real Estate 12:09 – LNG Boom & EU Demand 13:34 – Global Markets Rebound 13:42 – Wind Project Stalls 15:40 – Wind Turbine Failures 16:08 – Nuclear & Micro Reactors 18:02 – 2025 Investment Picks 19:52 – Contact & Wrap-Up

Sep 20

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down a pivotal week in energy and markets. The U.S. power grid is strained by AI, EVs, and aging infrastructure—creating big opportunities in battery storage, microgrids, and SMRs. A $14 trillion stock rally now hinges on a likely 25bps Fed rate cut, which could ease borrowing for energy investments. The IEA is walking back its peak oil claims under pressure, acknowledging oil and gas demand will grow for decades. Natural gas is set to dominate U.S., China, and India’s energy mix by 2050, while LNG exports are poised to double. But rising global decline rates mean trillions in capex are needed just to stay even—highlighting massive investment potential in U.S. energy infrastructure. 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 01:14 - America’s Grid is Nearing Its Breaking Point 05:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point? 10:36 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand 13:39 - Fed cuts rates by 0.25% after flagging risks from softening labor market Natural Gas to Absolutely Dominate U.S., China and India’s Energy Mix by 2050 21:36 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves. 25:04 - Outro Links to articles discussed: America’s Grid is Nearing Its Breaking Point $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point? IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand Fed cuts rates by 0.25% after flagging risks from softening labor market Natural Gas to Absolutely Dominate U.S., China and India’s Energy Mix by 2050 Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.

Sep 19

Meet the Next Governor of California - Steve Hilton This was an emotional podcast to film as we filmed the day after Charlie Kirk’s assassination. Steve was Charlie’s friend, and he had helped him out tremendously. In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by George Harmer (Californians for Energy Science) and special guest Steve Hilton, who shares why he’s running for Governor of California. The conversation honors the late Charlie Kirk and dives deep into California’s energy crisis—highlighting how failed policies, refinery shutdowns, and anti-oil agendas are hurting working families while empowering foreign adversaries. Steve outlines practical, pro-energy solutions to restore California’s prosperity, from doubling oil & gas production to dismantling net-zero mandates. If you're concerned about rising gas prices, unreliable electricity, and regulatory overreach, this episode is a must-listen. ???? Topics covered: California's energy and refinery collapse Steve Hilton’s run for governor Tribute to Charlie Kirk Impact of Newsom’s climate policies Why energy independence matters ???? Subscribe and support the mission to bring energy truth to the forefront. ???? Learn more: SteveHiltonForGovernor.com Highlights of the Podcast 00:00 - Intro 00:52 – Remembering Charlie Kirk 04:41 – Charlie’s Legacy & Turning Point USA 06:57 – California’s Crisis & Policy Failures 09:48 – Steve Hilton’s Energy Policy Vision 16:36 – Doubling California’s Oil & Gas 17:16 – $10 Gas & Refinery Closures 19:55 – Newsom’s Cronyism & Carbon Taxes 22:35 – The Myth of Net-Zero Power Goals 25:23 – Faulty Data & CARB Manipulation 28:30 – Electric Vehicle Elitism & Farm Equipment 30:46 – How to Support Steve Hilton’s Campaign 32:13 – Final Words & Call to Action You need to go to SteveHiltonForGovernor.com and donate if you can. He has to be our next Governor for California. As it stands now, California is an absolute train wreck, and he is the right man for the job. President Trump and his team cannot achieve Global Energy Dominance with Gavin Newsom’s Energy policies. After reading Steve’s book and interviewing him for my podcast, he has a plan. I believe in Steve, and as long as President Trump can get the voting issues fixed in California, Steve will be the next Governor. Thank you, Steve and George, for stopping by the Energy News Beat Podcast. I really appreciate you both, and we need you both more now than ever. Get Steve's Book Here https://a.co/d/0ukc8oE

Sep 18

In this episode of Energy Newsbeat Daily Standup, host Stuart Turleybreaks down Russia’s crude export slowdown amid Baltic drone strikes, the Fed’s 25-point rate cut and its ripple effects on oil and gas, and how natural gas is set to dominate energy mixes in the U.S., China, and India by 2050. Plus, he covers the surge in global oil and gas decline rates demanding trillions in reinvestment, and wraps with Chord Energy’s $5.5B acquisition of XTO assets in the Williston Basin. Buckle up for insights into energy security, LNG growth, and behind-the-meter opportunities in the AI-powered future. 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 00:16 - Fed cuts rates by 0.25% after flagging risks from softening labor market 02:20 - Russia’s Crude Exports Lose Momentum after Baltic Flows Targeted 04:15 - Natural Gas to Absolutely Dominate U.S., China and India’s Energy Mix by 2050 10:37 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves. 14:07 - Chord Energy to acquire XTO Energy’s Williston Basin assets for $550m 14:55 - Outro Links to articles discussed: Fed cuts rates by 0.25% after flagging risks from softening labor market Russia’s Crude Exports Lose Momentum after Baltic Flows Targeted Natural Gas to Absolutely Dominate U.S., China and India’s Energy Mix by 2050 Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves. Chord Energy to acquire XTO Energy’s Williston Basin assets for $550m

Sep 16

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Graham Patterson and Nathan Myers, co-founders of Shalehaven Partners, to discuss their innovative approach to oil & gas investing. Broadcasting from the heart of the Bakken in Williston, ND, they break down how Shalehaven’s diversified, low-fee, non-operated fund model delivers strong returns while reducing investor risk—plus how their strategy aligns closely with the needs of accredited investors facing rising tax burdens. Topics covered: Why not all oil & gas investments are created equal How Shalehaven reduces risk through portfolio diversification The power of 90%+ first-year tax deductions Differences between investing in AFEs vs. joining a fund Transparent fee structure with no acquisition or disposition fees How hedging protects investors from price downside Shalehaven’s expanding focus on natural gas demand from AI/data centers Whether you're an energy insider or an investor in high-tax states looking for yield and tax efficiency, this episode unpacks how Shalehaven's model stands apart from the pack. It is refreshing to find oil and gas investments that have good benefits to investors, by design. I learned a lot, and it is easy to see why many of their investors are in the oil and gas space. Trust is earned, and by what I can see, they are performing on earning everyone's trust. Thanks for stopping by the podcast - Stu Learn more: shalehaven.com Plus: Check the show notes for the investor video Graham mentions! Highlights of the Podcast 00:00 - Intro 01:00 – Meet Shalehaven’s Founders 02:15 – What Shalehaven Is and Why It Was Built 04:01 – Risk Reduction Through Diversification 05:32 – Only Proven Assets—No Exploration Risk 06:45 – Why Invest in a Shalehaven Fund Instead of Direct AFEs? 07:45 – Fee Transparency and Investor Alignment 08:33 – Credibility Within the Energy Industry 09:49 – Transparency and Simple Structures 12:17 – Tax Efficiency: 90%+ Deductions in Year One 14:32 – Oil & Gas vs. Green Energy Returns 16:39 – Target Returns: 15–20% Base with Tax Bonus 18:47 – Hedging Strategy: 75% at $65 Oil 20:05 – Why $55–$75 Oil is the Sweet Spot 22:00 – Data Center Growth = Natural Gas Tailwinds 24:15 – Future Investment in Behind-the-Meter Infrastructure? 25:04 – How to Invest with Shalehaven 26:29 – Wrap-Up & Looking Ahead to Fund III

Sep 15

In this episode of Energy Newsbeat Daily Standup, hosts Stuart Turley and Michael Tanner unpack why America’s aging grid nearing collapse is actually great news for savvy investors. They explore the rising strain from AI, EVs, and outdated infrastructure, while spotlighting trillion-dollar opportunities in behind-the-meter tech like battery storage and microgrids. The duo also breaks down Fed rate cut expectations, California’s pipeline mess, the IEA’s retreat on peak oil forecasts, and global energy policy contradictions from Brussels to Beijing. Energy markets are shifting—this episode tells you where the smart money’s headed. 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 00:14 - America’s Grid is Nearing Its Breaking Point 04:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point? 09:37 - California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling 11:49 - US urges EU to ditch Russian oil and gas faster 13:09 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand 16:12 - USA EIA Reveals Latest Brent Oil Price Forecast 22:08 - Markets Update 23:56 - Rig Count Update 23:58. - Frac Count Update 25:18 - Outro Links to articles discussed: America’s Grid is Nearing Its Breaking Point $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point? California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling US urges EU to ditch Russian oil and gas faster IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand USA EIA Reveals Latest Brent Oil Price Forecast

Sep 13

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner dive into Oklo’s $168B nuclear fuel recycling milestone, Scott Bessent’s explosive critique of the Federal Reserve, and the geopolitical oil chessboard as OPEC+ eyes an October production increase. They also unpack California’s failed refinery bailout, widespread oil & gas job cuts, and the 71% plunge in exploration capex. From Tennessee to Tehran, the duo challenges media narratives on “oil gluts,” inflation, and energy policy hypocrisy—all with charts, laughs, and hard-hitting analysis. 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 00:12 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility 02:19 - Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review 07:59 - OPEC+ Agrees in Principle to Increase Production in October 13:33 - California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown 17:04 - Job Cuts Rock Global Oil and Gas Sector 23:22 - Peak Oil Production? Oil Majors’ Exploration Capital Tumbled Since 2013 28:46 - Outro Links to articles discussed: Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review OPEC+ Agrees in Principle to Increase Production in October California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown Job Cuts Rock Global Oil and Gas Sector Peak Oil Production? Oil Majors’ Exploration Capital Tumbled Since 2013

Sep 11

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner dive into California’s escalating energy crisis as Valero refuses a massive taxpayer-funded bailout, exposing Governor Newsom’s failing net-zero policies. They highlight global pushback against renewables with Belgium’s latest wind project rejection, discuss widespread oil and gas job cuts and industry consolidation, analyze Ukraine’s attacks on Russian pipelines and their geopolitical ripple effects, and explore the long-term risks of collapsing exploration capital among oil majors. The show wraps with market updates, leadership changes at SM Energy, and previews of major upcoming interviews. 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 00:16 - California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown 03:47 - Belgian Wind Project Vetoed; Global Total Of Renewable Rejections Hits 1,104 Job Cuts Rock Global Oil and Gas Sector 12:08 - Ukraine Strikes Russian Pipelines, Fuel Supply Hit Hard – Do they even want Peace? 14:34 - Peak Oil Production? Oil Majors’ Exploration Capital Tumbled Since 2013 21:53 -Market Updates 24:12 - SM Energy CEO Transition 27:39 - Outro Links to articles discussed: California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown Belgian Wind Project Vetoed; Global Total Of Renewable Rejections Hits 1,104 Job Cuts Rock Global Oil and Gas Sector Ukraine Strikes Russian Pipelines, Fuel Supply Hit Hard – Do they even want Peace? Peak Oil Production? Oil Majors’ Exploration Capital Tumbled Since 2013

Sep 8

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Oklo’s groundbreaking step toward nuclear fuel recycling, a massive ICE raid on Hyundai’s EV battery plant, and Secretary Scott Besson’s fiery call for Federal Reserve reform. They also unpack China’s illegal oil drilling in Taiwan’s EEZ, OPEC’s surprising October production bump, and the market’s reaction to energy pricing and jobs data. The episode wraps with sharp insights on AI-driven energy demand, rig count trends, and the best plays for 2025 oil & gas tax investing. 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 00:13 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility 02:21 - Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action 04:44 - Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review 10:22 - China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ 12:30 - OPEC+ Agrees in Principle to Increase Production in October 18:05 - Markets Update 21:29 - Outro Links to articles discussed: Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ OPEC+ Agrees in Principle to Increase Production in October

Sep 6

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down how Net Zero policies are crippling the UK—skyrocketing power prices, wind curtailments, and deindustrialization. They highlight tax-driven collapse in the North Sea, Germany’s gas rebound, and China’s move to challenge the petrodollar with the yuan. Energy hypocrisy is global—and the fallout is just beginning. 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 00:06 - High Energy Costs Push UK Industry to the Brink 02:54 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More 06:45 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions 10:37 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped 14:20 - Germany Sees Bigger Role for Gas to Keep the Lights On 16:51 - Outro Links to articles discussed: High Energy Costs Push UK Industry to the Brink The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped Germany Sees Bigger Role for Gas to Keep the Lights On

Sep 5

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Bill Mazzetti of Rosendin to break down the explosive growth of AI-driven data centers, behind-the-meter power strategies, and the future of energy infrastructure in the U.S. From Abilene’s gas-turbine projects to modular nuclear, battery mandates, and California’s near-blackout save, this episode dives into why utilities, tech, and energy sectors must now collaborate like never before. Mazzetti, a 40-year veteran, shares real-world insights, regulatory hurdles, and why modular nuclear is a “when, not if” solution for grid-hungry AI. This was an enlightening discussion around data center, natural gas, and real-world problems. It is clear that Bill has the solutions lined up and can hit the ground running. Having a leader like Rosendin running a project can make it happen on time and on budget. I really enjoyed his wide knowledge base of the entire data center rollout from a project standpoint. Having them lead your project could save millions, and in this AI Data Center race Connect with Bill on his LinkedIn: https://www.linkedin.com/in/bill-mazzetti-8b66311/ Check out Rosendin Data Center: https://www.rosendin.com/ Highlights of the Podcast 00:00 - Intro 00:40 – Bill’s Data Center Journey 01:21 – U.S. Data Center Hotspots 03:33 – Stargate Abilene & Behind-the-Meter Power 05:20 – Load Interactive Grid Planning 06:36 – ERCOT Rules & Real-World Grid Saves 08:33 – Fuel Choices: Gas, Renewables & SMRs 11:44 – Cloud Growth Beyond AI 12:24 – Turbine Shortages & Project Planning 13:40 – Grid Strain Is Broader Than Data Centers 15:26 – Oilfield Innovation Meets Data Infrastructure 17:50 – Nuclear’s Regulatory Wall 19:32 – Transmission Bottlenecks & Urban Realities 21:03 – Cleaner Power & Carbon Capture 21:29 – Bill’s Return Invite 22:25 – Contacting Bill Mazzetti 23:14 – Wrap-Up & Thanks Full Transcript: https://theenergynewsbeat.substack.com/

Sep 4

In this episode of Energy Newsbeat Daily Standup, Michael Tanner discusses China potentially challenging the U.S. dollar with the yuan, Russia’s new Power of Siberia 2 pipeline to China, Germany’s energy struggles amid its green transition, record U.S. LNG exports, OPEC’s possible production increase, and ConocoPhillips’ major workforce cuts—highlighting the shifting dynamics of global energy 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: Highlights of the Podcast 00:00 - Intro 00:12 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped 03:46 - Russia Wins in China with New Pipeline 06:13 - Germany Sees Bigger Role for Gas to Keep the Lights On 08:41 - US Records Highest Ever LNG Exports in August 11:22 - Markets Update 12:51 - ConocoPhillips says it will cut workforce by 20-25%, shares fall 13:24 - Outro Links to articles discussed: China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped Russia Wins in China with New Pipeline Germany Sees Bigger Role for Gas to Keep the Lights On US Records Highest Ever LNG Exports in August

Sep 2

In this episode of Energy Newsbeat Daily Standup, Stu Turley dives into skyrocketing UK energy costs that are pushing industry to the brink as net zero policies and heavy taxation deindustrialize the economy. Tory leader Kemi Badenoch pledges to scrap net zero and boost North Sea oil and gas production, while Norway faces its own energy security challenges. Globally, Putin and Modi meet in China to forge energy ties amid rising tensions. 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 00:19 - High Energy Costs Push UK Industry to the Brink 03:03 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More 06:49 - Kemi Badenoch, The UK Tory Leader, Pledges to Abandon Net Zero and Maximise North Sea Oil and Gas Production 09:01 - Energy Security Starts at Home, and Norway Needs to Look Out for Its Own 12:16 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions 15:33 - Outro Links to articles discussed: High Energy Costs Push UK Industry to the Brink The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More Kemi Badenoch, The UK Tory Leader, Pledges to Abandon Net Zero and Maximise North Sea Oil and Gas Production Energy Security Starts at Home, and Norway Needs to Look Out for Its Own Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions

Aug 30

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down why model-based oil forecasts consistently miss the mark, highlighting Irina Slav’s takedown of flawed IEA predictions. They dive into Fed Chair Powell’s Jackson Hole speech and its implications for oil and gas capital markets, LNG export-driven shale growth, the myth of peak Permian, and ERCOT’s $14B clean energy project cancellations. From misguided net-zero assumptions to underreported system costs in renewables, this episode covers the real data behind energy trends and what investors should really be watching. 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 00:14 - What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors? 03:40 - Surging US LNG Exports Fuel Growth in US Shale 08:13 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next? 10:43 - The True Cost of Renewable Energy and the Impact on Consumers’ Electrical Bills 13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark 18:13 - Outro Links to articles discussed: What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors? Surging US LNG Exports Fuel Growth in US Shale ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next? The True Cost of Renewable Energy and the Impact on Consumers’ Electrical Bills Why Model-Based Oil Forecasts Keep Missing the Mark

Aug 29

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Ron Gusek, CEO of Liberty Energy, for a deep dive into Liberty’s mission to achieve U.S. energy dominance through resilient oilfield services and cutting-edge power innovation. They discuss Liberty’s electric frac fleets, data center microgrids, natural gas and SMR partnerships, and how behind-the-meter generation could help stabilize energy costs amid grid instability. Gusek also shares insights on the company's financial strategy, investor confidence, and what’s next in power infrastructure. A must-listen for those tracking the energy-tech frontier. Check out everything on Liberty Energy on their website: https://libertyenergy.com/ Follow Ron on his LinkedIn: https://www.linkedin.com/in/ron-gusek-3b27232/ I thoroughly enjoyed our conversation, and as an investor in the energy sector, I look for how management works and the corporate culture. We covered a cool story about me running into several trucks of Liberty employees in Shreveport while checking into a hotel. They were great people, and the trucks were spotless; they were all employees that I would hire in a heartbeat. Michael Tanner and I have always said on our podcasts that, while evaluating oil and gas deals and companies, "Good Management gets Good Numbers." I loved the part of Liberty Energy's future that focused on the energy and electrification section of the business. That has a flat financial base compared to the cyclical nature of the oil and gas markets. This is precisely why I like the leadership, as they are playing the long, financially sound game. Thank you, Ron, for your time and leadership in our industry. - Stu. I look forward to more follow-ups on the great things happening at Liberty Energy. Highlights of the Podcast 00:00 - Intro 00:00 – Intro & Guest Welcome 00:33 – EnerCom Recap & Liberty’s Story 01:57 – Chris Wright’s Legacy & Energy Leadership 02:31 – Oilfield Culture & Liberty's Brand Strength 04:00 – Resiliency Through Downturns 06:03 – Liberty Power Innovations & Data Center Pivot 07:30 – Grid Gaps & AI-Energy Parallels 08:54 – Microgrids for Data Centers 10:46 – Customer Profiles & Geographic Targets 12:18 – Electric Frac Fleets & Future-Ready Energy 13:07 – SMR Partnership with Oklo 14:22 – Nuclear Dreams & Liberty’s Long-Term Vision 15:21 – Grid Policy Failures & Inflation 16:46 – Energy Poverty in California 17:12 – Liberty’s Ticker & Market Sentiment 18:09 – Two-Sided Strategy: OFS + Power 19:47 – Financial Stability & Long-Term Returns 21:00 – Wrap-Up & Contact Info For the full transcript: https://theenergynewsbeat.substack.com/

Aug 27

In this episode of Energy Newsbeat Daily Standup Stuart Turley breaks down the hidden costs of renewable energy and its real impact on consumer electricity bills, using EU, UK, and ERCOT examples. He highlights Doug Sheridan’s call for more baseload gas and nuclear, critiques flawed oil demand forecasts from the IEA, and reviews Irina Slav’s takedown of politicized modeling. Plus, he spotlights record U.S. natural gas consumption projected for 2025 and analyzes how BlackRock’s gas deal boosts Aramco’s financial strength. 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 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills 03:11 - Climate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug Sheridan 04:58 - Why Model-Based Oil Forecasts Keep Missing the Mark 09:39 - EIA expects record U.S. natural gas consumption in 2025 11:26 - BlackRock Gas Deal Shores Up Aramco’s Financial Firepower 13:02 - Outro Links to articles discussed: The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills Climate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug Sheridan Why Model-Based Oil Forecasts Keep Missing the Mark EIA expects record U.S. natural gas consumption in 2025 BlackRock Gas Deal Shores Up Aramco’s Financial Firepower

Aug 25

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Jerome Powell’s latest Fed comments and what they mean for oil and gas investors. They explore the continued surge in U.S. LNG exports, shifting gas dynamics in the Permian, and how natural gas is reshaping investment strategies. The team also discusses the ripple effects of Trump’s sanctions on India and the potential threat to the U.S. dollar. Plus, they cover ERCOT’s record-breaking project cancellations, a major federal halt to Ørsted’s Rhode Island wind farm, and a closer look at the rumored Crescent-Vital Energy merger. 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 00:13 - What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors? 03:51 - Surging US LNG Exports Fuel Growth in US Shale 08:23 - President Trump’s Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang 10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next? 13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction 19:16 - Markets Update 20:53 - US Rig Count Falls as Drillers Play it Safe 21:11 - Frac Count Update 21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say 25:04 - Outro Links to articles discussed: What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors? Surging US LNG Exports Fuel Growth in US Shale President Trump’s Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next? US Orders Ørsted to Halt Rhode Island Wind Farm Construction US Rig Count Falls as Drillers Play it Safe Crescent Energy nears deal for US shale peer Vital Energy, sources say

Aug 23

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss a surprise solar stock rally following Trump's softened tax credit policy, the major implications of Trump’s move to open 82% of Alaska’s petroleum reserve, and the potential economic crisis brewing in Germany due to high energy costs and new tariffs. They also cover Civitas Resources' CEO ousting after poor stock performance post-$7B in acquisitions, and California Governor Gavin Newsom’s controversial shift toward Big Oil to avoid gas price spikes—raising doubts about his sincerity amid speculation he may run for president. The episode wraps up with insights into an impending oil supercycle due to underinvestment and rising demand. 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 00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared 02:26 - Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling 05:19 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany 07:33 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales 13:04 - Energy Transition Stalls as Oil Super-Cycle Risks Return 115:46 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him? 18:46 - Outro Links to articles discussed: Solar Shares Rise as Trump Hit to Credits Softer Than Feared Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling Tariffs and Energy Costs Could Spark an Economic Crisis for Germany Energy Transition Stalls as Oil Super-Cycle Risks Return Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

Aug 22

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Adam Hirschfeld, SVP of Workrise, to discuss the evolving landscape of the oil and gas industry. They dive into the impact of AI on energy demand, the challenges of permitting reforms, and the future of natural gas, microgrids, and decentralized grid management. Adam also shares insights into the growing role of midstream infrastructure, the shift towards AI-driven data centers, and how the energy sector is adapting to meet the increasing demand, all while navigating regulatory hurdles and workforce challenges. While we evaluate oil and gas deals at Sandstone and Energy News Beat, E&P operators doing the work rely on Workrise to help get the projects moving on time and on budget. We hear great things from our oil and gas companies about their performance and hard work in keeping project deadlines. This is an unsung and often overlooked critical cog in the Energy Dominance push by the Trump adminstration. Connect with Adam on his LinkedIn: https://www.linkedin.com/in/adam-hirschfeld-09403ba/ Check out Workrise: https://www.workrise.com/ Huge Guests Covering Energy Dominance We have some great guests lined up, and we are planning a trip to Washington, DC. We'll keep you posted as we finalize the details with our guests and other podcasters. I've just interviewed Ron Gusek, CEO at Liberty Energy, and I'm also interviewing General Flynn on September 3rd, among others we have lined up. We have arranged for 10 books and 10 movies of the General Flynn movie to give away to listeners in a contest that we will start on Sunday. Highlights of the Podcast 00:00 - Intro 00:00:41 – Workrise and Its Role in the Industry 01:34 – AI's Impact on the Industry 02:19 – The Growing Demand for Natural Gas and Energy 04:13 – Behind the Meter Power Generation and Midstream Challenges 06:11 – The Changing Energy Landscape 08:11 – Challenges in the Supply Chain 10:32 – The Shift Towards Localized Power Generation 12:09 – The Role of People in the Energy Industry 14:36 – Regulatory Challenges 16:43 – California's Energy Crisis 18:55 – Preparing for Future Energy Demands 20:25 – Securing the Future of U.S. Energy 22:57 – Adam’s Final Thoughts 23:15 – How to Connect with Adam Hirschfeld Check out the full transcript at https://theenergynewsbeat.substack.com/

Aug 20

In this episode of Energy Newsbeat Daily Standup, break down the potential return of an oil supercycle driven by stalled energy transitions, underinvestment, and rising global demand. They highlight investor opportunities in nuclear and critical minerals, with specific companies and DOE-backed projects set to benefit. The duo then explores China’s strategic oil grabs amid U.S. pressure on India and Russian peace talks. They also critique the rise of left-driven "lawfare" against energy producers, tying it to increased consumer costs. Finally, they analyze Gavin Newsom’s surprising pivot toward Big Oil as a possible prelude to a presidential run, noting skepticism around the sincerity and impact of his policy shift. 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 00:12 - Energy Transition Stalls as Oil Super-Cycle Risks Return 02:54 -What Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025? 05:38 - China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on India 08:32 - How effective is the lawfare of the left against energy, and how much does it cost consumers? 10:43 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him? 16:10 - Markets Update 18:57 - Outro Links to articles discussed: Energy Transition Stalls as Oil Super-Cycle Risks Return What Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025? China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on India How effective is the lawfare of the left against energy, and how much does it cost consumers? Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

Aug 18

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack a solar stock rally driven by Trump’s unexpectedly soft tax credit changes—boosting First Solar and Enphase. They explain how government regulation favors incumbents. Meanwhile, Britain’s net-zero push stalls amid local opposition to land grabs for wind and solar. Trump greenlights drilling in 82% of Alaska’s petroleum reserve, potentially benefiting ConocoPhillips. He also delays China tariffs tied to Russian oil, aiming to broker peace. Germany faces economic strain from rising energy costs and tariffs, and Civitas replaces its CEO after deep losses. 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 00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared 02:25 - Britain’s net-zero scheme is being derailed by opposition to solar and wind projects 04:26 - Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling 07:23 - Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty 12:15 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany 17:16 - Markets Update 18:48 - Rig Count Update 18:51 - Frac Count Update 19:16 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales 23:36 - Outro Links to articles discussed: Solar Shares Rise as Trump Hit to Credits Softer Than Feared Britain’s net-zero scheme is being derailed by opposition to solar and wind projects Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty Tariffs and Energy Costs Could Spark an Economic Crisis for Germany

Aug 16

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into Germany’s proposed “sun tax” and the fallout from shutting down stable power sources like nuclear and coal. The UK ramps up net-zero efforts with a 78% tax on North Sea oil profits, pressuring firms like BP to consider exiting. In the U.S., the outdated Jones Act throttles LNG export capacity. Meanwhile, renewable giants like Orsted and TPI Composites face financial collapse, prompting a return to fossil fuels. NextDecade secures $1.8B for LNG infrastructure, and New Jersey's soaring electric bills expose the hidden costs of net-zero policies. 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 - Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants 01:36 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production 04:47 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports 11:34 - The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas? 15:57 - NextDecade Gets $1.8 Billion Injection for LNG Project 18:04 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons 21:01 - Outro Links to articles discussed: Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants UK Doubles Down on Net Zero, Restricting North Sea Oil Production The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas? NextDecade Gets $1.8 Billion Injection for LNG Project Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons

Aug 13

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley discuss the growing failures of net zero policies as renewables like wind, solar, and hydrogen struggle financially and rely heavily on subsidies. Meanwhile, oil and gas investments are rebounding, with major companies cutting renewable budgets and boosting fossil fuel projects like LNG. They highlight geopolitical tensions, especially Trump’s tariffs on India over Russian oil, and preview the upcoming Trump-Putin meeting as a key market driver. The episode also covers rising energy costs in New Jersey due to policy failures, strong Q2 earnings in oil and gas, and promising acquisitions and projects shaping the sector’s near future. 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 00:13 - The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas? 04:37 - A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug Sheridan 06:35 - Trump’s Tariff Gambit Puts India in an Oil Price Bind 09:12 - NextDecade Gets $1.8 Billion Injection for LNG Project 11:30 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons 16:38 - Markets Update 19:09 - BKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal 20:52 - Earnings Overview 22:40 - Outro Links to articles discussed: The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas? A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug Sheridan Trump’s Tariff Gambit Puts India in an Oil Price Bind NextDecade Gets $1.8 Billion Injection for LNG Project Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons BKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal

Aug 11

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the latest energy policy battles, starting with Germany's controversial "sun tax" as part of its net-zero push, and the UK’s bold move to restrict North Sea oil production. We also explore the challenges posed by the Jones Act on U.S. LNG exports, with outdated regulations stalling progress. On the nuclear front, the U.S. sees potential for a nuclear renaissance with new uranium enrichment projects, though regulatory hurdles remain. Finally, we discuss the geopolitical implications of a possible Trump-Putin meeting and its potential impact on global energy trade and sanctions. Tune in for insights on how these developments shape the future of 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 00:14 - Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants 01:39 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production 4:56 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports 09:47 - New Uranium Plant in Kentucky is Just the Start 15:27 - Markets Update 17:59 - Oil and Gas Rigs Still Near 3-Year Low and We Need More Online 18:32 - Frac Count Update 18:50 - Earnings Update 22:24 - Outro Links to articles discussed: Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants UK Doubles Down on Net Zero, Restricting North Sea Oil Production The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports New Uranium Plant in Kentucky is Just the Start Oil and Gas Rigs Still Near 3-Year Low and We Need More Online

Aug 9

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss a range of significant energy topics. They analyze Trump's ambitious nuclear energy overhaul, aiming to quadruple U.S. nuclear capacity by 2050 despite regulatory hurdles. They also critique Europe's net-zero policies, which have led to economic struggles, particularly in Germany, while the U.S. continues to benefit from natural gas and nuclear. The episode touches on geopolitical tensions, including sanctions on India and the impact of drone strikes on Russian gasoline prices, as well as the potential for a major merger in the railroad industry that could reshape the U.S. freight landscape. Finally, they explore BP's decision to cut 6,000 jobs and speculate on future corporate 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 00:13 - Trump’s Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety 03:40 - Net Zero Has Cost Europe’s Energy Future 06:30 - Trump Says US to Hike India’s Tariffs Over Russian Oil Buys 08:05 - Moscow’s Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas 10:48 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen? 15:45 - Russia’s Gasoline Prices Surge After Refinery Hit by Drones 18:09 - How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals 21:17 - BP to Cut 6,000 Jobs in Another Business Review 24:14 - Outro Links to articles discussed: Trump’s Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety Net Zero Has Cost Europe’s Energy Future Trump Says US to Hike India’s Tariffs Over Russian Oil Buys Moscow’s Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen? Russia’s Gasoline Prices Surge After Refinery Hit by Drones How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals BP to Cut 6,000 Jobs in Another Business Review

Aug 8

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by industry experts Charlie Burd from the Gas and Oil Association of West Virginia, Kimberly Page from Reese Consulting, and Steve Reese from Reese Energy Consulting. They discuss the future of natural gas, energy security, and the role of West Virginia in meeting growing energy demands. The conversation covers the challenges and opportunities of expanding pipeline infrastructure, LNG export potential, and how the state’s thriving natural gas industry plays a key role in the broader energy landscape. Reese Energy Consulting website: https://reeseenergyconsulting.com/ Connect with Steve Reese on LinkedIn. https://www.linkedin.com/in/steve-reese-185a86/ Kimberly Page's LinkedIn https://www.linkedin.com/in/kimberly-page/ Charlie Burd's LinkedIn https://www.linkedin.com/in/charlie-burd-67aa9241/ Check out the Gas & Oil Association of West Virginia: https://gowv.com/ Highlights of the Podcast 00:00 - Intro 00:28 - Meet Charlie Burd and the Gas and Oil Association of West Virginia 02:08 - West Virginia’s Economic Impact 03:22 - Steve Reese’s Insights on Trends in Natural Gas 05:09 - Natural Gas and Energy Security 06:00 - The Future of Natural Gas in West Virginia 07:32 - Challenges in Pipeline Permitting 08:17 - The Grid and Energy Demands 10:00 - Behind-the-Meter Power Generation 12:12 - The Push for LNG Exports 14:56 - Energy Dominance and Global Trade 16:08 - Toby Rice and Industry Leadership 17:00 - Economic Growth in the Marcellus and Utica Shales 19:03 - Bitcoin Mining and Stranded Gas 21:51 - Upcoming Summer Meeting 23:57 - Collaboration and Competition in the Energy Sector 25:03 - Political Advocacy for Natural Gas 27:23 - Steve’s Upcoming Energy Auditing Program 29:02 - Midstream Engineering Program at West Virginia University 30:01 - Closing Remarks Check out the https://theenergynewsbeat.substack.com/

Aug 7

In this episode of the Energy Newsbeat Daily Standup, Stuart turley and Michael Tanner discusses key developments in the energy sector, including the proposed $85 billion merger between Union Pacific and North Fork Southern, which could impact oil and gas transport and petrochemicals. The show also covers the U.S.-Pakistan oil partnership and the concept of "Energy as a Service" in strengthening energy dominance. Additionally, the episode touches on BP's job cuts, potential corporate moves, and market dynamics such as crude oil price fluctuations, U.S. sanctions on Russia, and their effects on 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 00:16 - How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals 03:18 - Pakistan Strikes U.S. Oil Deal as Trump Jabs India 05:21 - BP to Cut 6,000 Jobs in Another Business Review 10:10 - Markets Update 11:01 - EIA Reports Surprise Draw in US Crude Oil Inventories: A Bullish Signal Amid Geopolitical Tensions 12:29 - Outro Links to articles discussed: How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals Pakistan Strikes U.S. Oil Deal as Trump Jabs India BP to Cut 6,000 Jobs in Another Business Review EIA Reports Surprise Draw in US Crude Oil Inventories: A Bullish Signal Amid Geopolitical Tensions

Aug 6

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner compare the profitability and investor returns of oil and gas versus renewables, noting fossil fuels delivered over $349 billion to shareholders in 2024 while renewables lag without subsidies. They discuss hidden costs of wind turbine dismantling, the looming end of renewable tax credits, and geopolitical tensions—from Russian refinery drone strikes to potential U.S. sanctions on India and China—that could disrupt global oil markets. The show also covers corporate strategy amid low oil prices, a bizarre CEO ouster at Sentinel Peak Resources, and political developments in Texas. 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 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen? 05:07 - New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming 07:20 - Russia’s Gasoline Prices Surge After Refinery Hit by Drones 09:39 - U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China 13:25 - Markets Update 14:48 - Coterra's Earnings: Preparing for the Oil Price Rebound 16:46 - CEO of Denver-based oil and gas company says he was subject of ‘sham investigation’ 20:59 - Outro Links to articles discussed: What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen? New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming Russia’s Gasoline Prices Surge After Refinery Hit by Drones U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China

Aug 5

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key global energy issues, including President Trump's proposed tariff hikes on India over Russian oil imports, the ongoing challenges of Western sanctions on Russia, and the delivery of Russian crude to India despite pressure from the U.S. and EU. The discussion also highlights BP's major oil discovery in Brazil, the impact of California's wildfire emissions, and Governor Newsom's controversial energy and forestry management. Tune in for insights on these critical developments shaping the energy landscape. 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 00:26 - Trump Says US to Hike India’s Tariffs Over Russian Oil Buys 02:02 - Tankers Deliver Russian Crude to India Despite US and EU Pressure 04:49 - Moscow’s Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas 07:33 - BP Has Huge Win in Brazil 09:52 - California’s Wildfire Emissions Top Its Power Plants, but Go Uncounted 13:41 - Outro Links to articles discussed: Trump Says US to Hike India’s Tariffs Over Russian Oil Buys Tankers Deliver Russian Crude to India Despite US and EU Pressure Moscow’s Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas BP Has Huge Win in Brazil California’s Wildfire Emissions Top Its Power Plants, but Go Uncounted

Aug 4

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's ambitious nuclear energy overhaul, aiming to quadruple U.S. nuclear power by 2050 despite regulatory challenges. They also explore Europe's pursuit of net zero by 2050, the impact of the EU's energy policies on global markets, and the U.S.'s role in supplying LNG to Europe. Additionally, they review the latest earnings reports from Chevron and Exxon, highlighting Chevron's strong performance and Exxon’s struggles despite their growth plans. The episode concludes with an announcement about shifting to a three-day weekly format for the show. 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 00:00 - Intro 00:13 - Trump’s Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety 03:31 - Net Zero Has Cost Europe’s Energy Future 06:25 - Whales, Fishermen Heave Sighs of Relief as Burgum Cancels Offshore Wind 11:21 - Markets Update 18:50 - Rig Count Update 18:59 - Frac Count Update 21:31 - Chevron’s Record Oil and Gas Output Boosts Earnings Amid Price Challenges 24:15 - ExxonMobil Q2 Earnings Boosted by Record Permian Output – What should investors look for? 27:05 - Outro Links to articles discussed: Trump’s Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety Net Zero Has Cost Europe’s Energy Future Whales, Fishermen Heave Sighs of Relief as Burgum Cancels Offshore Wind Chevron’s Record Oil and Gas Output Boosts Earnings Amid Price Challenges ExxonMobil Q2 Earnings Boosted by Record Permian Output – What should investors look for?

Aug 2

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into a packed week of energy news. Topics include the EPA's proposed changes to Obama-era regulations, secondary sanctions targeting India over Russian oil, and the shift in global energy dynamics, particularly with China’s rising fuel exports. They discuss the challenges facing the U.S. energy grid, including supply chain vulnerabilities, the rise of decentralized grid management, and the impact of AI and data centers on energy demands. The hosts also explore how geopolitical tensions, including tensions with the EU, could reshape the future of energy and its regulation. 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 00:18 - Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components? 03:48 - Department of Interior Secures Win for American Energy Dominance – Safely and Timely 05:50 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies 08:11 - Overlooked Vulnerability Could Cripple America’s Grid 12:06 - EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates 16:30 - China Shifts to Fuel Exports Due to Higher Margins 19:25 - $70 WTI Returns as Trump Targets India Over Russian Oil Ties 23:07 - What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids. 27:38 - Outro Links to articles discussed: Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components? Department of Interior Secures Win for American Energy Dominance – Safely and Timely Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies Overlooked Vulnerability Could Cripple America’s Grid EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates China Shifts to Fuel Exports Due to Higher Margins $70 WTI Returns as Trump Targets India Over Russian Oil Ties What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids.

Aug 1

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by James Walker, CEO of Nano Nuclear Energy, to discuss the exciting advancements in microreactor technology. James shares insights on Nano Nuclear's upcoming projects in the U.S. and Canada, including the development of the first commercial microreactor. They also explore the impact of regulatory changes, the growing demand for clean, reliable energy from tech and military sectors, and the future of nuclear power in addressing the U.S.'s energy challenges. Stay tuned for updates on their groundbreaking work in the nuclear industry. They have the potential to change the entire nuclear game. Their new complete designs include dramatic changes to ocean shipping and microgrids. This is huge, and has the potential to lower costs for AI data centers and businesses looking to put electrical generation behind the meter. You will want to check out the Nano Nuclear site to look at their new updates: https://nanonuclearenergy.com/ Connect with James on LinkedIn here: https://www.linkedin.com/in/jamesjohnwalker1/ Highlights of the Podcast 00:00 - Intro 00:43 - James Walker’s Introduction 02:09 - Nano Nuclear Energy's Exciting Developments 02:50 - Timeline for Nano Nuclear Projects 03:03 - Deployment Speed of Microreactors 04:05 - Regulatory Process and Industry Shifts 05:03 - The Impact of New Regulations 06:00 - Reactor Size and Deployment 07:23 - U.S. Grid Challenges and Nuclear Power's Role 09:25 - AI and Nuclear Collaboration 10:23 - Military Demand for Nuclear Power 12:37 - Nano Nuclear Energy’s Growth and Industry Partnerships 13:09 - The Future of Nuclear Power 14:05 - Growth and Job Creation in the Nuclear Industry 16:17 - Nuclear's Future and Challenges 19:13 - The Public Perception of Nuclear 20:34 - Molten Salt and Triso Fuels 22:07 - Nano Nuclear’s Upcoming Developments 23:12 - Conclusion and Future Updates For the full transcript and interact, head to the Energy News Beat Substack or Website.

Jul 31

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley discusses the significant impact of potential secondary sanctions on India by President Trump, aiming to pressure India over its Russian oil imports. This move could escalate U.S.-India tensions and have widespread economic implications, potentially pushing Brent oil prices to $90-$100. Stuart also highlights the operational challenges faced by Europe's nuclear power amid extreme heat and maintenance issues, contrasting it with the U.S. grid transformation efforts under the Trump administration, emphasizing AI, decentralized management, and the role of tech giants in reshaping energy 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 00:21 - $70 WTI Returns as Trump Targets India Over Russian Oil Ties 03:59 - Extreme Heat Forces Shutdown of Nuclear Reactors in Europe: A Wake-Up Call Amid US Grid Overhaul 07:20 - What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids. 11:49 - Is ERCOT in Texas set up for a crash? Doug Sheridan has some great points. 16:02 - Outro Links to articles discussed: $70 WTI Returns as Trump Targets India Over Russian Oil Ties Extreme Heat Forces Shutdown of Nuclear Reactors in Europe: A Wake-Up Call Amid US Grid Overhaul What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids. Is ERCOT in Texas set up for a crash? Doug Sheridan has some great points.

Jul 30

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley discusses the EPA's proposal to rescind the Obama-era endangerment finding, a move that could undo over $1 trillion in regulations and save the U.S. economy billions. He highlights the potential impact on automakers, consumers, and energy companies, and explores the implications for energy policy, including how it could affect global agreements like the EU trade deal. Tune in for insights on how this shift could shape America's energy future and economic landscape. 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 00:19 - EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates 04:36 - U.S. To Open Domestic Supply of Critical Minerals from Mine Waste 06:00 - Egypt’s Decline from LNG Exporter to LNG Importer Could Change Global Markets 09:14 - Electricity generated from wind and solar cannot replace fossil fuels! 12:25 - China Shifts to Fuel Exports Due to Higher Margins 15:17 - Outro Links to articles discussed: EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates U.S. To Open Domestic Supply of Critical Minerals from Mine Waste Egypt’s Decline from LNG Exporter to LNG Importer Could Change Global Markets Electricity generated from wind and solar cannot replace fossil fuels! China Shifts to Fuel Exports Due to Higher Margins

Jul 29

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the escalating tensions between Qatar and the EU over net zero regulations, with Qatar threatening to cut LNG supplies. They also discuss America's grid vulnerability due to transformer shortages, the EU's historic agreement with the U.S. and its impact on oil prices, and how rising ASPs for AR7s expose the true cost of renewables. Tune in for insights on energy policy, market dynamics, and geopolitical developments shaping the future of global 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 00:15 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies 02:36 - Overlooked Vulnerability Could Cripple America’s Grid 05:01 - As the EU and U.S. Reach Historic Agreement, Oil Prices Climb 07:14 - ASPs for AR7 prove renewables are not cheap 12:00 - Markets Update 15:34 - Outro Links to articles discussed: Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies Overlooked Vulnerability Could Cripple America’s Grid As the EU and U.S. Reach Historic Agreement, Oil Prices Climb ASPs for AR7 prove renewables are not cheap

Jul 28

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into President Trump's role in potentially stalling solar and wind projects due to security concerns, such as China’s embedded spy technology. They explore his regulatory moves on renewable energy, focusing on tightening federal permitting, and discuss how this impacts U.S. energy security. The conversation also touches on Trump's trade strategies with China, his position on Russia and Ukraine, and the energy challenges in California. Additionally, they cover the Department of Interior's win for U.S. energy independence, market fluctuations, and O'Vintiv’s strong performance in Canada’s energy sector. 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 00:13 - Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components? 03:36 - Zeldin, Trump, Prepare Assault on EPA Endangerment Finding 05:45 - Department of Interior Secures Win for American Energy Dominance – Safely and Timely 07:42 - Trump Tariffs in Flux as Trump and Von der Leyen Set to Meet with Trade Deal Balance 13:09 - Markets Update 16:58 - Rig Count Update 17:12 - Frac Count Update 17:53 - Ovintiv Reports Second Quarter 2025 Financial and Operating Results 20:37 - Outro Links to articles discussed: Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components? Zeldin, Trump, Prepare Assault on EPA Endangerment Finding Department of Interior Secures Win for American Energy Dominance – Safely and Timely Trump Tariffs in Flux as Trump and Von der Leyen Set to Meet with Trade Deal Balance Ovintiv Reports Second Quarter 2025 Financial and Operating Results

Jul 26

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 - OPEC is Looking for Market Share While Playing the Long Game 04:57 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything? 08:58 - Which Energy Markets are Moving 12:23 - EQT Calls on Congress to Slash Gas Project Approval Times 15:34 - California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States 20:04 - If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like? 23:50 - President Trump Announces Three New Trade Deals 26:58 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down? 29:02 - Outro Links to articles discussed: OPEC is Looking for Market Share While Playing the Long Game EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything? Which Energy Markets are Moving EQT Calls on Congress to Slash Gas Project Approval Times California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like? President Trump Announces Three New Trade Deals Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

Jul 25

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley sits down with Dr. Robert Brooks of RBAC to explore global natural gas and LNG markets, including U.S. export trends, Asia’s rising demand, and Europe's energy challenges. We discuss geopolitical impacts, FSRUs, LNG-to-power growth in Southeast Asia, and why net-zero policies are backfiring in industrial economies. Dr. Brooks also highlights RBAC’s forecasting software and long-term LNG price trends, offering sharp insight into the future of global energy. If you are in the AI, Data Center space there are a couple of key companies you need to have on your speed dial, and RBAC is one of them. Understanding the global natural gas and LNG market is crtical for your business, data center, or the use of AI. With the reports from the Department of Energy that we have talked about that power blackouts could increase 100 fold, you need to look at your power plans to keep your business running in ways we did not have to in the past. Thank you Dr. Brooks for stopping by the podcast, it was a lot of fun. - Stu. Check out RBAC here https://rbac.com/ Follow Dr. Brooks on his LinkedIn here: https://www.linkedin.com/in/robert-brooks-ph-d-8081231/ Highlights of the Podcast 00:00 - Intro 01:15 - Strait of Hormuz & Iran’s Threats 01:56 - LNG Projects in the U.S. & Gulf Coast 03:42 - Alaska LNG Project History 06:16 - Global Energy Diplomacy 08:00 - RBAC Software Overview 09:40 - North America Dominates Global Production 11:15 - Asia’s Natural Gas Growth 14:54 - Virtuous LNG Cycle in Developing Nations 18:06 - FSRUs & Fast-Track LNG Infrastructure 20:04 - Hawaii’s Dirty Secret: Fuel Oil 21:26 - Long-Term LNG Contracts & U.S. Exports 22:08 - Middle East Energy Giants Go Global 24:32 - Europe’s Return to Fossil Pragmatism 25:58 - U.S. Voters Prefer Pragmatism on Energy 28:05 - Germany’s Industrial Collapse 30:22 - Rising EU Skepticism in Eastern Europe 31:07 - China’s Political Uncertainty & Trade Realignment 34:56 - LNG’s Global Role in Economic Alignment 35:39 - Slide 35: LNG Price Forecasts 37:49 - Maritime LNG Demand Trends 40:02 - Geopolitical Games & Energy Metrics 41:01 - Closing & Next Steps Check out the Full Transcript and other story features on the Energy News Beat Substack https://theenergynewsbeat.substack.com/

Jul 24

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 00:13 - President Trump Announces Three New Trade Deals 03:20 - Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil 06:05 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down? 08:10 - Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges 11:00 - Hanwha orders historic LNG carrier from US yard 13:57 - Market Updates 15:39 - Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance 16:40 - EQT Reports Second Quarter 2025 Results 19:07 - Outro Links to articles discussed: President Trump Announces Three New Trade Deals Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down? Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges Hanwha orders historic LNG carrier from US yard Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance EQT Reports Second Quarter 2025 Results

Jul 23

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 00:14 - Stargate Advances with 4.5 GW Partnership with Oracle 03:40 - California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States 08:17 - Poland Announces the Largest-Ever Oil Discovery on Polish Territory 09:29 - If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like? 13:10 - Europe’s Chemical and Downstream Industry Seeks a Lifeboat to Stay in Business 17:08 - Markets Update 19:21 - Outro Links to articles discussed: Stargate Advances with 4.5 GW Partnership with Oracle California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States Poland Announces the Largest-Ever Oil Discovery on Polish Territory If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like? Europe’s Chemical and Downstream Industry Seeks a Lifeboat to Stay in Business

Jul 22

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack the latest shifts in global energy markets—from another offshore wind project collapse to the plunging investments in clean energy and mounting pressures on aluminum and ethanol. They highlight EQT’s push for faster gas project approvals, looming grid reliability threats, and BP’s strategic leadership shakeup with hints of a U.S. relocation. With natural gas prices swinging and oil market reactions to Trump’s tariff policies, the hosts call it like they see it: clean energy is contracting fast, and the age of accountability in energy has arrived. 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 00:12 -Which Energy Markets are Moving 03:36 - EQT Calls on Congress to Slash Gas Project Approval Times 05:17 - WSJ Editorial Board writes: The reliability of the US Grid is in trouble 07:20 - Another Offshore Wind Project Blown Away 10:49 - Markets Update 12:03 - BP Appoints New Chairman with Experience of Relocation to New York 14:42 - Outro Links to articles discussed: Which Energy Markets are Moving EQT Calls on Congress to Slash Gas Project Approval Times WSJ Editorial Board writes: The reliability of the US Grid is in trouble Another Offshore Wind Project Blown Away BP Appoints New Chairman with Experience of Relocation to New York

Jul 21

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the dominance of natural gas, OPEC's evolving production strategy, and the EU's 18th ineffective sanctions package against Russia. They discuss shifting LNG dynamics, U.S. deregulation efforts, and the growing geopolitical energy divide. The hosts also break down Chevron’s win over Exxon in the Hess acquisition, speculate on Exxon’s next M&A targets, and highlight the financial and regulatory pressures shaping global energy 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 00:04 - Natural Gas Has Achieved Dominance and Is No Longer a Bridge Fuel 02:43 - OPEC is Looking for Market Share While Playing the Long Game 07:30 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything? 11:33 - Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism’ for Wind, Solar Projects 17:17 - Markets Update 19:01- U.S. Rig Count Up: Weekly Update and Global Overview 19:26 - Frac Count Update 19:31 - Chevron closes Hess acquisition after winning Exxon legal battle 31:23 - Outro Links to articles discussed: Natural Gas Has Achieved Dominance and Is No Longer a Bridge Fuel OPEC is Looking for Market Share While Playing the Long Gam EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything? Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism’ for Wind, Solar Projects U.S. Rig Count Up: Weekly Update and Global Overview Chevron closes Hess acquisition after winning Exxon legal battle

Jul 19

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into the California refinery crisis, Trump's authority under the War Powers Act, and the political fallout of potential federal intervention. They tackle Europe's costly Russian gas replacement, the flaws in the Jones Act, peak oil denial amid record consumption, and the looming grid strain from AI expansion. Plus, they expose the staggering costs and failures of the net-zero push and highlight how wind and solar barely dent fossil fuel demand. A must-listen for energy investors and policy watchers. Highlights of the Podcast 00:00 - Intro 00:12 - Can President Trump Take Control of the California Refineries to Stop a National Security Crisis? 03:48 - Europe Says They Won’t Need Russian Gas in the Future, But Do They? 06:49 - 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump 10:24 - Oil Supply Surge Not Impacting Tight Oil Market 13:04 - Mid-roll ad 14:32 - Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability 17:48 - Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High 20:42 - Wind and Solar’s Day of Reckoning is Approaching. 25:07 - Outro Please see the links below or articles that we discuss in the podcast. Can President Trump Take Control of the California Refineries to Stop a National Security Crisis? Europe Says They Won’t Need Russian Gas in the Future, But Do They? 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump Oil Supply Surge Not Impacting Tight Oil Market Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High Wind and Solar’s Day of Reckoning is Approaching. Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 18

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley, along with industry experts Doomberg, Mike Umbro, and David Blackmon, discusses the ongoing energy and political crisis in California, particularly focusing on the state's energy policies, oil production, and refinery shutdowns. They highlight the mismanagement of California's resources, the decline in domestic oil production, and the state's reliance on imported oil, including sources such as Russia and Iran that are controversial. The discussion highlights the national security risks associated with California's energy policies and their broader implications for the U.S. economy and energy independence, with a call for federal intervention to address the crisis and support sustainable energy solutions. Highlights of the Podcast 00:00 - Intro 00:28 - Doomberg’s Insights on California’s Energy Crisis 05:10 - Mike Umbro on California's Energy Decline 08:30 - David Blackmon Talks Refinery Shutdowns 09:20 - California’s Imports and National Security 13:08 - The EV Mandate and Its Impact on California’s Economy 16:49 - The Lack of Infrastructure in California 19:25 - The Political Situation in California 25:58 - How the Federal Government Can Help 30:12 - Chevron’s Role in California’s Energy Future 34:19 - Closing Thoughts and Final Remarks Check out the Energy News Beat Substack for the full article and a list of California National Security issues we've covered in the last two weeks. https://theenergynewsbeat.substack.com/ And Check out Doomberg at https://doomberg.com/ and David Blackmon at https://blackmon.substack.com/ And Mike Umbro on X https://x.com/MikeUmbro

Jul 17

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss the approaching "day of reckoning" for wind and solar energy, highlighting the growing challenges of the net-zero transition and the high costs associated with renewable energy. They also cover the U.S.'s potential withdrawal from the International Energy Agency (IEA) as Energy Secretary Chris Wright pushes for reform or exit due to the IEA's political stance on clean energy. The conversation shifts to the impact of AI in Pennsylvania, with major companies investing billions in data centers, and concludes with insights into grid reliability, emphasizing the complexities of integrating renewable energy and the need for microgrids. Highlights of the Podcast 00:00 - Intro 00:13 - Wind and Solar's Day of Reckoning is Approaching. 04:32 - Energy Secretary Chris Wright Says Withdrawal from IEA Is Now on the Table 06:57 - AI in Pennsylvania is on the move – Doug Sheridan brings up some great questions 08:14 - Voltage, inertia and the Iberian blackout part 1: the theory 11:59 - Markets Update 12:57 - EIA Crude Oil Inventory 14:39 - Outro Please see the links below or articles that we discuss in the podcast. Wind and Solar's Day of Reckoning is Approaching. Energy Secretary Chris Wright Says Withdrawal from IEA Is Now on the Table AI in Pennsylvania is on the move – Doug Sheridan brings up some great questions Voltage, inertia and the Iberian blackout part 1: the theory Follow Michael On LinkedIn and Twitter Follow Stu on LinkedIn and X ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 16

In this episode of the Energy Newsbeat Daily Standup,Stuart Turley and Michael Tanner discuss the surge in Russian crude prices ahead of new U.S. sanctions, highlighting the U.S. strategy on Russia and AI’s growing influence on grid reliability. They also cover Trump’s upcoming speech on AI and energy policy, the implications of U.S. tariffs, and Russia's crude exports. The conversation touches on the potential impact of global oil consumption trends, the challenge of "peak oil," and the latest developments in the energy sector, including ExxonMobil borrowing crude from the Strategic Petroleum Reserve due to quality issues. Highlights of the Podcast 00:00 - Intro 00:15 - Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability 03:50 - Trump’s “Major Statement” On Russia Is A Clumsy Attempt To Thread The Needle 06:43 - Russia Crude Shipments Gain Ahead of Trump’s Sanctions Threat 07:37 - Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High 12:46 - Market Updates 14:56 - ExxonMobil Borrows from SPR Due to Crude Quality Issue 17:19 - Outro Please see the links below or articles that we discuss in the podcast. Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability Trump’s “Major Statement” On Russia Is A Clumsy Attempt To Thread The Needle Russia Crude Shipments Gain Ahead of Trump’s Sanctions Threat Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High ExxonMobil Borrows from SPR Due to Crude Quality Issue Follow Michael On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 15

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner tackle the failures of sanctions on Russia, California's self-inflicted energy crisis under net-zero policies, and the economic fallout from offshore wind failures. They also discuss Trump’s controversial tariff threats, Russia’s seizure of Ukraine’s lithium assets, and Saudi Aramco’s financial pressures under low oil prices. The episode wraps with market updates, oil supply dynamics, and OPEC’s production shortfalls amid tight global inventories. Highlights of the Podcast 00:00 - Intro 00:14 - California continues to devastate its economy for a net-zero dream world 03:39 - 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump 07:16 - Town Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade Failure 08:49 - Why Aramco Can’t Win Under Trump’s Oil Price Doctrine 13:17 - Markets Update 14:49 - Oil Supply Surge Not Impacting Tight Oil Market 17:48 - Outro Please see the links below or articles that we discuss in the podcast. California continues to devastate its economy for a net-zero dream world 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump Town Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade Failure Why Aramco Can’t Win Under Trump’s Oil Price Doctrine Oil Supply Surge Not Impacting Tight Oil Market Follow Michael On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 14

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's potential to take control of California’s oil refineries to prevent a national security crisis amid closures threatening 17% of the state’s refining capacity. They explore the political fallout and the need for increased Alaskan oil production, followed by the opening of the first U.S. rare earth mine in 70 years. They also critique Europe's energy policy, including its costly shift away from Russian gas. The hosts provide insights on U.S. oil and gas market trends, including rising oil prices, declining rig counts, and the global impact of sanctions on Russia. Highlights of the Podcast 00:00 - Intro 00:15 - Can President Trump Take Control of the California Refineries to Stop a National Security Crisis? 03:50 - Trump’s Push for New Oil and Gas Leases on Federal Lands: Implications for Investors, the U.S. Economy, and Alaska 06:02 - First U.S. Rare Earth Mine in 70 Years Opens with Chris Wright On Site: A Game-Changer for Investors and Mining Technology 07:46 - Europe Says They Won’t Need Russian Gas in the Future, But Do They? 13:18 - Markets Update 18:31 - United States Oil Rigs Continue Downward Trend Amid Price Uncertainty 19:01 - Frac Count Update 20:03 - Outro Please see the links below or articles that we discuss in the podcast. Can President Trump Take Control of the California Refineries to Stop a National Security Crisis? Trump’s Push for New Oil and Gas Leases on Federal Lands: Implications for Investors, the U.S. Economy, and Alaska First U.S. Rare Earth Mine in 70 Years Opens with Chris Wright On Site: A Game-Changer for Investors and Mining Technology Europe Says They Won’t Need Russian Gas in the Future, But Do They? United States Oil Rigs Continue Downward Trend Amid Price Uncertainty Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 12

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers key developments including the DOE's alarming grid reliability report, signaling potential blackouts by 2030 and highlighting opportunities for investors in coal, natural gas, and nuclear sectors. The discussion also delves into the impact of the One Big Beautiful Bill on energy policies, regulatory reforms for oil, gas, and nuclear, and the evolving market conditions. Additionally, insights from the Dallas Fed Energy Survey reveal challenges in oil and gas production, while the surge in copper prices is explored in light of tariffs and growing demand for green energy infrastructure. Highlights of the Podcast 00:00 - Intro 00:18 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear 04:57 - Dallas Fed Energy Survey 12:29 - Ghost Factories Are a Warning Sign for Green Manufacturing’s Future 16:14 - Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets? 18:58 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch 21:20 - DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape 24:39 - Copper Prices to the Moon After Trump Announces 50% Tariff 26:36 - Outro Please see the links below or articles that we discuss in the podcast. The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear Dallas Fed Energy Surve y Ghost Factories Are a Warning Sign for Green Manufacturing’s Future Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets? The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape Copper Prices to the Moon After Trump Announces 50% Tariff Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 11

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley speaks with Jon Brewton, CEO of Data Squared, about their groundbreaking work in AI and data management. Jon explains how their patented system eliminates AI hallucinations, making AI more trustworthy and transparent for industries like defense, energy, and engineering. They discuss the challenges of scaling AI, its applications in energy grid management, and the value of integrating various data types to optimize decision-making. This conversation sheds light on how AI can drive real-world solutions with reliability and explainability. This is huge, with new patents in hand, Data2 Squared is helping add accountability to AI. I have been learning a great deal about AI through the podcast series on AI and Data Centers, which is significant. The U.S. government and energy sectors will find Jon's company and his resources critical. For the U.S. to achieve energy dominance, it must also be AI Dominant. I applaud the accountability that Jon's team has successfully implemented. Check out https://data2.ai/ Also connect with Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/ Thank you Jon, for stopping by the podcast, and your leading the charge in AI security is critical for the United States - Stu Highlights of the Podcast 00:00 - Intro 00:39 – What Is Explainable AI? 01:11 – The Problem with AI Hallucinations 03:15 – AI Systems and Trust Issues 06:21 – Data Squared’s Solution 08:32 – Real-World Applications in Energy 10:35 – Filtering Out Inaccurate AI Outputs 12:28 – Beyond Analytics: Building Trustworthy AI 16:12 – The Echo Chamber of AI Training Data 17:57 – Who Can Benefit from Data Squared’s Technology? 18:49 – Opportunities in the Utility Sector 20:08 – Achieving a Patent in AI Technology 21:06 – The Impact on Defense and Engineering 23:25 – The Role of Military Experience in Innovation 26:22 – The Unlikely Team Behind the Innovation 28:29 – Looking Ahead: Future Applications in Energy 29:01 – Closing Remarks For the full transcript, please head over to https://theenergynewsbeat.substack.com/

Jul 10

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key developments in the energy sector. Topics include the UAE's call for more oil production to meet healthy demand, the DOE's grid reliability report warning of blackouts due to rising demand, and the U.S. breaking ground on its first rare earth mine in 70 years. Copper prices surge after President Trump's 50% tariff on imports, and Saudi Aramco eyes U.S. LNG through talks with Commonwealth LNG. The episode also highlights investment opportunities and the ongoing push for energy dominance in the U.S. Highlights of the Podcast 00:00 - Intro 01:03 - UAE Says Oil Market Needs More Oil with Healthy Demand 02:54 - DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape 06:15 - Energy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral Independence 07:23 - Copper Prices to the Moon After Trump Announces 50% Tariff 10:15 - Saudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and Financials 11:54 - Outro Please see the links below or articles that we discuss in the podcast. UAE Says Oil Market Needs More Oil with Healthy Demand DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape Energy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral Independence Copper Prices to the Moon After Trump Announces 50% Tariff Saudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and Financials Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 9

In this episode of the Energy Newsbeat Daily Standup, breaks down the global oil and gas rebound in today’s Energy Newsbeat Daily Standup. Shell, BP, and TotalEnergies are ramping up output in Nigeria and Libya, signaling a major pivot back to fossil fuels. Meanwhile, OPEC+ production promises face real limits as members struggle to meet quotas. In the U.S., drilling slows and the EIA cuts its 2025 crude output forecast. Turley warns: without trillions in new investment, the world risks a severe supply crunch by 2030. Highlights of the Podcast 00:00 - Intro 00:00 - Intro 01:06 - Shell and TotalEnergies Boosting Oil and Gas Output in Nigeria: A Global Trend with Financial Implications 02:27 - Shell and BP Back to Business in Libya: UK Oil Giants Follow U.S. Majors Abroad, Doubling Down on Oil and Gas 04:15 - Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets? 07:01 - US Cuts 2025 Crude Output Growth Forecast as Drilling Slows 09:26 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch 13:20 - Outro Please see the links below or articles that we discuss in the podcast. Shell and TotalEnergies Boosting Oil and Gas Output in Nigeria: A Global Trend with Financial Implications Shell and BP Back to Business in Libya: UK Oil Giants Follow U.S. Majors Abroad, Doubling Down on Oil and Gas Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets? US Cuts 2025 Crude Output Growth Forecast as Drilling Slows The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 8

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner covers the rise in oil prices driven by negative trade tariff developments, alongside key energy updates. He highlights the growing issue of “ghost factories” — abandoned or stalled green energy projects triggered by shifting subsidy incentives under the Big Beautiful Bill. Tanner explains how nearly 10% of $261 billion in clean tech investments have been canceled mid-construction, raising doubts about the economic viability of unsubsidized renewables. He also reports Iraq’s surprising 80,000 bpd oil production boost across three fields using highly productive vertical wells — reinforcing OPEC's leverage over global supply. Highlights of the Podcast 00:00 - Intro 01:03 - Ghost Factories Are a Warning Sign for Green Manufacturing’s Future 06:30 - Markets Update 08:17 - Iraq Lifts Oil Output by 80,000 bpd Across Three Key Fields 09:21 - Outro Please see the links below or articles that we discuss in the podcast. Ghost Factories Are a Warning Sign for Green Manufacturing’s Future Iraq Lifts Oil Output by 80,000 bpd Across Three Key Fields Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 7

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner discusses key topics in the energy sector, including OPEC+'s decision to increase oil production quotas, the implications of the One Big Beautiful Bill (OBBBA) for energy policy, and insights from the Dallas Fed Energy Survey. The episode highlights concerns about low global oil inventories, the potential for a new era in U.S. energy dominance, and regulatory changes affecting oil, gas, and nuclear industries. Additionally, Tanner delves into the challenges and opportunities faced by smaller operators in the oil and gas market amid fluctuating prices Highlights of the Podcast 00:00 - Intro 01:13 - OPEC+ Pumps Up Output, but Can They Make the New Quotas? 04:14 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear 11:12 - Markets Update 12:34 - Rig Count Update 12:43 - Frac Count Update 12:49 - Dallas Fed Energy Survey 20:23 - Outro Please see the links below or articles that we discuss in the podcast. OPEC+ Pumps Up Output, but Can They Make the New Quotas? The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear Dallas Fed Energy Survey Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 5

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss the potential impacts of the "Big Beautiful Bill," including its effects on clean energy tax credits, California’s energy crisis, and national security risks. They also cover the implications of California's refinery closures, the weakening of U.S. renewable energy policies, and the global response, including the rise in European green energy stocks. Tune in as they dive into the latest developments in U.S. energy policy, carbon capture, and the future of energy investment. Highlights of the Podcast 00:00 - Intro 00:14 - Big Beautiful Bill May Still Yet End the Green New Deal 03:37 - California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured 07:25 - All trade with Canada on notice for tariffs. What does this mean for oil, electricity and agriculture? 09:36 - Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill 12:47 - Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree 15:19 - California is a National Security Risk, Funding the Ukrainian/Russian War, and Closing Refineries in California 17:30 - One Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives Gutted 21:53 - Europe’s Green Energy Stocks Spike on Weakened U.S. Big Beautiful Bill 25:23 - Outro Please see the links below or articles that we discuss in the podcast. Big Beautiful Bill May Still Yet End the Green New Deal California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured All trade with Canada on notice for tariffs. What does this mean for oil, electricity and agriculture? Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree California is a National Security Risk, Funding the Ukrainian/Russian War, and Closing Refineries in California One Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives Gutted Europe’s Green Energy Stocks Spike on Weakened U.S. Big Beautiful Bill Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 4

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley talks with Mark Lancaster about solving the stranded gas challenge by turning wasted natural gas into energy for Bitcoin mining and data centers. Lancaster explains how his company provides fast, scalable natural gas generators, which cut project timelines and reduce emissions. They discuss the impact of Biden-era policies, grid backup requirements for data centers, and how Bitcoin miners help oil producers monetize gas. Lancaster also highlights investment opportunities in energy infrastructure, including portable LNG, with scarcity driving demand across the oil, gas, and power sectors. I had an absolute blast talking with Mark, and we have another podcast scheduled for recording in a week with Steve Reese to discuss the impact on the United States grid. I learned a great deal and look forward to next week's interview. Connect with Mark on his LinkedIn here: https://www.linkedin.com/in/marklancastermidland/ If you need power for your data center or Bitcoin mining, let us know here: https://energynewsbeat.co/turning-black-gold-green/ Highlights of the Podcast 00:00 - Intro 01:27 - Biden Policies & Gas Shutdowns 03:42 - Generator Shortage & Fast Solutions 04:46 - Backup Power for Data Centers 05:28 - Cheaper Power than Turbines 06:14 - Permit Delays & Regulatory Hurdles 08:11 - Bitcoin Helps Oil Producers 09:31 - Oilfield Jargon Explained 10:20 - Oil Culture & Landman Series 11:33 - ESG, Energy Policy & Trump 12:57 - Monetizing Stranded Gas Fields 13:51 - Bitcoin Mining Investment Returns 15:25 - Bitcoin in U.S. Treasury? 16:04 - Crypto Financing Challenges 16:15 - Remote Generators & Automation 17:04 - AI Visualizing Energy to Bitcoin 17:27 - LinkedIn & Energy Influence 18:00 - Scarcity in Energy Gear 19:52 - LNG Trucks vs EV Hype 21:23 - Final Takeaways & Contact For the full transcript, check out https://theenergynewsbeat.substack.com/

Jul 3

In this episode of the Energy News Beat Daily Standup, Stuart Turley covers the fallout from Trump’s Big Beautiful Bill, which exposes how the Inflation Reduction Act funneled money overseas, boosting European green energy stocks. He also highlights Iraq’s energy crisis as Iran slashes gas exports, Syria’s quiet oil restart amid global power plays, insights from the Dallas Fed Energy Survey showing steady oil price expectations, and the tariff war’s surprising outcome—U.S. revenue surges, inflation cools, and China faces economic strain. Highlights of the Podcast 00:00 - Intro 01:24 - Europe’s Green Energy Stocks Spike on Weakened U.S. Big Beautiful Bill 04:56 - Iraq Power Grid Suffers as Iran Cuts Gas by Half – U.S. company bidding on LNG import facility 08:31 - What Is Going On with Syria’s Oil Restart, and Who Is in the Background? 10:44 - Dallas Fed Energy Survey 14:39 - The Tariff War: U.S. Revenue Surges, Inflation Cools, and Consumers Dodge Predicted Pain 16:56 - Outro Please see the links below or articles that we discuss in the podcast. Europe’s Green Energy Stocks Spike on Weakened U.S. Big Beautiful Bill Iraq Power Grid Suffers as Iran Cuts Gas by Half – U.S. company bidding on LNG import facilty What Is Going On with Syria’s Oil Restart, and Who Is in the Background? Dallas Fed Energy Survey The Tariff War: U.S. Revenue Surges, Inflation Cools, and Consumers Dodge Predicted Pain Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 2

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley break down why California's energy policies—closing refineries, importing Russian and Iraqi oil, and boosting prices—pose a national security risk while ironically funding the Russia-Ukraine war. They also unpack the "One Big Beautiful Bill" narrowly passed by the Senate, calling it a mixed bag that guts renewable incentives but offers fossil fuel benefits and some tax reforms. They close by warning of looming energy crises tied to California's refining collapse, global oversupply, and incoming carbon taxes targeting U.S. oil producers. Highlights of the Podcast 00:00 - Intro 01:14 - California is a National Security Risk, Funding the Ukrainian/Russian War, and Closing Refineries in California 03:33 - California Helps Iraq Claim Top Spot Among OPEC Crude Oil Suppliers to the United States 06:10 - One Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives Gutted 12:32 - Markets Update 15:49 - Outro Please see the links below or articles that we discuss in the podcast. California is a National Security Risk, Funding the Ukrainian/Russian War, and Closing Refineries in California California Helps Iraq Claim Top Spot Among OPEC Crude Oil Suppliers to the United States One Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives Gutted Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jul 1

In this episode of the Energy News Beat Daily Standup, Stuart Turley breaks down how Trump’s $1.2 trillion “Big Beautiful Bill” guts clean energy incentives, slashing EV tax credits and accelerating wind and solar phaseouts. Meanwhile, AI-driven data centers are fueling a $212 billion utility investment boom, but equipment shortages loom. Big Oil eyes a $1.2 trillion CCUS surge, though boards may resist as Trump moves to reclassify CO2. Spain’s grid blackout sparks record spending, yet stability concerns remain. Finally, Equinor’s Arctic oil discovery signals new geopolitical energy plays amid shifting global trade alliances. Highlights of the Podcast 00:00 - Intro 01:08 - Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill 04:19 - Unprecedented Utility Investment Opportunity Driven by AI and Data Centers 06:41 - Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree 09:15 - Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout 11:58 - Norway’s Equinor Makes a Massive Oil Discovery in the Arctic 14:14 - Outro Please see the links below or articles that we discuss in the podcast. Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill Unprecedented Utility Investment Opportunity Driven by AI and Data Centers Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout Norway’s Equinor Makes a Massive Oil Discovery in the Arctic Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jun 30

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discuss major developments impacting energy markets, notably Trump's "Big Beautiful Bill," potentially ending the Green New Deal by eliminating renewable energy subsidies. They highlight how green policies drive the UK's auto industry decline, manufactured gas and diesel crises in California under Newsom's leadership, and China's economic struggles exposed by tariffs. Germany continues resisting Nord Stream revival despite energy shortages, and Canada's trade tensions rise over tariffs. They also briefly analyze rig counts, oil inventories, and geopolitical influences on market fundamentals. Highlights of the Podcast 00:00 - Intro 01:31 - Big Beautiful Bill May Still Yet End the Green New Deal 04:55 - UK Car Output Hits 76-Year Low: Green Energy Policies, Not Just Trump Tariffs, Drive Deindustrialization 07:56 - California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured 12:01 - What Is the Real Story of the Chinese Economy? 14:12 - Germany Doubles Down on Blocking Nord Stream Revival: Choosing Deindustrialization Over Affordable Energy? 15:15 - All trade with Canada on notice for tariffs. What does this mean for oil, electricity and agriculture? 19:14 - Markets Updates 21:56 - Weekly Rig Count Down, But Oil and Gas Are Not Out 23:28 - Frac Count Update 24:46 - Outro Please see the links below or articles that we discuss in the podcast. Big Beautiful Bill May Still Yet End the Green New Deal UK Car Output Hits 76-Year Low: Green Energy Policies, Not Just Trump Tariffs, Drive Deindustrialization California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured What Is the Real Story of the Chinese Economy? Germany Doubles Down on Blocking Nord Stream Revival: Choosing Deindustrialization Over Affordable Energy? All trade with Canada on notice for tariffs. What does this mean for oil, electricity and agriculture? Weekly Rig Count Down, But Oil and Gas Are Not Out Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jun 28

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers critical developments impacting global oil markets. Iran's missile strike on a U.S. base, its potential response to the U.S.'s military actions, and the threat of closing the Strait of Hormuz remain key issues. Despite fears, oil prices have remained stable as the market absorbs these geopolitical tensions. Additionally, the shift in bank investments towards fossil fuels, coupled with the turmoil in China's EV market, presents further challenges for global energy security. The episode also explores the impact of recent Israeli actions on regional energy infrastructure and how these events may shape future oil flows. Highlights of the Podcast 00:00 - Intro 00:16 - What Will Happen to the Strait of Hormuz and Oil? Iran’s Threat and Its Global Impact 07:49 - Banks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil Fuels 12:48 - The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook 15:10 - Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets 16:48 - Trump Truths a Strategic Shift: China Can Buy Iranian Oil 19:00 - China Planned for the Middle East Crisis and Has Oil Stored 21:50 - China’s EV Market is in turmoil 24:46 - Outro Please see the links below or articles that we discuss in the podcast. What Will Happen to the Strait of Hormuz and Oil? Iran’s Threat and Its Global Impact Banks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil Fuels The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets Trump Truths a Strategic Shift: China Can Buy Iranian Oil China Planned for the Middle East Crisis and Has Oil Stored China’s EV Market is in turmoil Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jun 27

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley and Wasif Latif discuss the impact of geopolitical tensions, particularly the escalation in the Middle East, on the commodities market. They explore the potential effects of supply disruptions, such as a shutdown of the Strait of Hormuz, on oil and natural gas prices, while emphasizing the growing importance of energy in global economics. Latif highlights the ongoing commodity supercycle, driven by underinvestment and rising geopolitical risks, and forecasts a gradual increase in energy demand, despite short-term volatility. They also touch on the economic dynamics in Japan, Europe, and the U.S., focusing on capital flows and global investment trends. This was a significant update from Wasif, considering the current geopolitical crisis the world economy is facing. When I asked him how his ETF is performing compared to the stock market, he responded that they are way ahead of the market. That is huge, as I rely on experts who are in the business for investment advice. The entire team at Sarmaya is outstanding and has provided excellent datapoints on their website, articles, and fantastic data slide sets. Investors need data from trusted sources. We recommend following Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/ Check out Sarmaya Partners here: https://sarmayapartners.com/ Thank you, Wasif, for stopping by the podcast again, Stu Highlights of the Podcast 00:00 - Intro 00:55 - Special Guest: Wasif Latif 01:20 - Geopolitical Risk and Commodity Markets 03:20 - The Commodity Supercycle 04:50 - Impact on Oil Prices 06:15 - Geopolitical Escalation: Immediate and Long-Term Effects 07:30 - The Role of Gold in a Volatile Market 08:35 - Strait of Hormuz and Global Energy Supply 10:00 - Geopolitical Risks and Economic Pressures on Global Players 11:30 - Impact of Iran’s Actions on Global Energy Markets 13:00 - Future Energy Demand and Long-Term Commodities Trends 15:30 - The Role of AI in Energy Consumption 16:30 - The Declining U.S. Dollar and Commodities 18:00 - Japanese Bond Market and U.S. Energy Investments 19:40 - European Deficit Spending and Economic Impact 21:20 - Potential Shift in Global Capital Flows 23:50 - How Countries Are Responding to Energy Security 25:10 - Global Financial Markets and Commodity Cycles 27:00 - Long-Term Investment in Energy 30:00 - Japanese Inflation and Global Impact 32:00 - Conclusion

Jun 26

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley cover key topics, including Alberta's $5 million investment in the world's first direct air carbon capture center, the turmoil in China's EV market, and New York's power grid stabilizing despite renewable energy challenges. They also discuss the decline in U.S. crude oil inventories, which hit an 11-year low, and the latest news on the potential Shell-BP merger, with Shell denying the acquisition rumors. The episode wraps up with a preview of an upcoming podcast with Wasif Lata, CEO of Samaria Partners, and a look at the week's energy market recap. Highlights of the Podcast 00:00 - Intro 01:07 - Alberta Spends $5 Million to Support World’s First Direct Air Carbon Capture Centre 03:21 - China’s EV Market is in turmoil 06:24 - New York Power Grid Stabilizes After Rare Energy Warning: Energy Mix, Renewable Challenges, and Cost Comparisons 11:11 - Markets Update 12:13 - US Crude Inventories Hit 11-Year Seasonal Low, Yet Stocks Fall Amid Strong Summer Driving Demand 12:29 - Shell’s Potential Acquisition of BP: A Game-Changing Oil Megamerger? 15:57 - Outro Please see the links below or articles that we discuss in the podcast. Alberta Spends $5 Million to Support World’s First Direct Air Carbon Capture Centre China’s EV Market is in turmoil New York Power Grid Stabilizes After Rare Energy Warning: Energy Mix, Renewable Challenges, and Cost Comparisons US Crude Inventories Hit 11-Year Seasonal Low, Yet Stocks Fall Amid Strong Summer Driving Demand Shell’s Potential Acquisition of BP: A Game-Changing Oil Megamerger? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing Need Power For Your Data Center, Hospital, or Business? – Get in Contact With The Show –

Jun 25

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discuss key developments in global energy markets. Trump’s shift allows China to purchase Iranian oil, signaling a significant pivot in U.S. policy. China has strategically stored vast amounts of oil, preparing for potential Middle East disruptions. Meanwhile, the Texas legislature made strides in addressing grid reliability but didn’t fully resolve the issue. The show highlights geopolitical tensions, oil price fluctuations, and market trends, with a focus on supply and demand dynamics, including a potential 800 million barrel draw from the U.S. Strategic Petroleum Reserves. Highlights of the Podcast 00:00 - Intro 00:54 - Trump Truths a Strategic Shift: China Can Buy Iranian Oil 03:08 - China Planned for the Middle East Crisis and Has Oil Stored 06:05 - Texas Legislative session came close to solving the Grid issues 10:01 - Markets Update 12:36 - Outro Please see the links below or articles that we discuss in the podcast. Trump Truths a Strategic Shift: China Can Buy Iranian Oil China Planned for the Middle East Crisis and Has Oil Stored Texas Legislative session came close to solving the Grid issues Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 24

In this episode of the Energy News Beat Daily Standup, Stuart Turley discusses several key energy stories: Iran's retaliatory missile strike on a U.S. airbase in Qatar, which led to a surprising drop in oil prices, signaling a de-escalation move; Israel's shutdown of the Leviathan natural gas field amid tensions with Iran, impacting regional markets like Egypt's fertilizer industry; Shell's achievement of its first LNG shipment from Canada; and Hyundai's partnership with ECO to build LNG-powered container ships in the U.S., strengthening maritime and energy dominance. He also highlights a podcast with Wasif Latif on commodity marketing. Highlights of the Podcast 00:00 - Intro 01:12 - The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook 03:33 - The Oil Price Shock No One Saw Coming: Navigating the New Energy Landscape 04:52 - Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets 06:59 - Shell’s LNG Canada achieves first LNG 08:26 - HD Hyundai teams up with ECO to build LNG-powered containerships in US 09:50 - Outro Please see the links below or articles that we discuss in the podcast. The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook The Oil Price Shock No One Saw Coming: Navigating the New Energy Landscape Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets Shell’s LNG Canada achieves first LNG HD Hyundai teams up with ECO to build LNG-powered containerships in US Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 23

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discussed escalating geopolitical tensions, particularly the impact of Iran's response to recent U.S. military strikes on its nuclear facilities. They explored the potential consequences for global oil markets, including the strategic importance of the Strait of Hormuz, which accounts for 20% of the world's oil flow. They also covered a shift by major banks back toward fossil fuel investments, Texas' new SB6 bill to enhance grid reliability, and the UK's reconsideration of North Sea oil amidst the ongoing energy crisis. The episode highlighted the uncertain geopolitical landscape and its potential to influence both energy markets and global security. Highlights of the Podcast 00:00 - Intro 01:22 - What Will Happen to the Strait of Hormuz and Oil? Iran’s Threat and Its Global Impact 08:58 - Banks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil Fuels 13:58 - Governor Abbott Signs SB 6 to Bolster Texas Grid Reliability: A Win for Business Growth and Investors 19:02 - Has Net Zero Caught Up to the UK’s Don Quixote Green Energy Dream? Reconsidering North Sea Oil Amid Energy Crisis 24:51 - Markets Update 26:38 - US Rig Counts Down Amid Rising U.S. Crude and LNG Production 26:54 - Frac Count Update 28:38 - Outro Please see the links below or articles that we discuss in the podcast. What Will Happen to the Strait of Hormuz and Oil? Iran’s Threat and Its Global Impact Banks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil Fuels Governor Abbott Signs SB 6 to Bolster Texas Grid Reliability: A Win for Business Growth and Investors Has Net Zero Caught Up to the UK’s Don Quixote Green Energy Dream? Reconsidering North Sea Oil Amid Energy Crisis US Rig Counts Down Amid Rising U.S. Crude and LNG Production Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 21

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, hosts Stuart Turley and Michael Tanner discuss escalating tensions between Israel and Iran, as Israel targets Iran's South Pars gas field, causing significant casualties and disrupting LNG exports. Oil prices show volatility, falling below $70 after an initial spike, underscoring the uncertainty of geopolitical risks. Meanwhile, hybrid car sales rise as EV growth slows, with experts predicting hybrids could outlast EVs. The U.S. is making strides toward rare earth mineral independence, easing regulatory barriers to boost domestic production and reduce reliance on China. Additionally, changes to wind and solar subsidies are being debated in the Senate, potentially impacting the future of the renewable energy sector. Highlights of the Podcast 00:00 - Intro 00:13 - Israel Targets Iran’s South Pars Gas Field in Escalating Airstrikes, Iran Retaliates 02:21 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers? 04:48 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions 06:58 - TotalEnergies expands in Malaysia with Petronas deal 09:23 - How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis 12:02 - China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities 16:30 - The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon 20:08 - Outro Please see the links below or articles that we discuss in the podcast. Israel Targets Iran’s South Pars Gas Field in Escalating Airstrikes, Iran Retaliates Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers? Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions TotalEnergies expands in Malaysia with Petronas deal How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 19

In this episode of the Energy News Beat Daily Standup, Michael Tanner discusses the latest developments, including the Senate's decision to soften wind and solar subsidies in the IRA, a coalition of states opposing offshore oil and gas drilling, and the ongoing Iran-Israel conflict’s potential impact on global oil markets. He also covers the latest financial updates, including a significant crude oil draw and the Federal Reserve’s decision to maintain interest rates. Tanner wraps up with insights into investing in oil and gas and the market's geopolitical dynamics. Highlights of the Podcast 00:00 - Intro 01:08 - The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon 04:46 - Dozen US States Oppose Offshore Oil and Gas Drilling, File Complaints with BOEM: A Look at Their Energy Mix, Policies, and Electricity Prices 08:47 - Market Updates 11:04 - U.S. Crude Stocks Plummet by 11.5M Barrels: Oil Prices Steady as Geopolitical Tensions Ease 11:27 - Outro Please see the links below or articles that we discuss in the podcast. The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon Dozen US States Oppose Offshore Oil and Gas Drilling, File Complaints with BOEM: A Look at Their Energy Mix, Policies, and Electricity Prices U.S. Crude Stocks Plummet by 11.5M Barrels: Oil Prices Steady as Geopolitical Tensions Ease Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 18

In this episode of the Energy News Beat Daily Standup, host Stuart Turley covers the fires engulfing three oil tankers near the Strait of Hormuz—a major threat to global energy security. He links the crisis to China’s potential move on Taiwan, as Taiwan’s energy imports depend heavily on this chokepoint. With China as Iran’s top oil buyer, rising tensions could escalate fast. Turley also highlights U.S. efforts to break China’s rare earth monopoly, driven by Trump-era policies. A must-watch for those tracking energy markets, geopolitics, and investment risks. Highlights of the Podcast 00:00 - Intro 01:14 - How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis 03:56 - Tankers Ablaze Near Strait of Hormuz: A Brewing Crisis for Global Energy Markets? 05:40 - Laden Frontline VLCC collides with shadow suezmax tanker off Khorfakkan 07:59 - China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities 12:29 - Outro Please see the links below or articles that we discuss in the podcast. How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis Tankers Ablaze Near Strait of Hormuz: A Brewing Crisis for Global Energy Markets? Laden Frontline VLCC collides with shadow suezmax tanker off Khorfakkan China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 17

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down a fast-moving energy landscape: Iran signals willingness to negotiate a nuclear deal as tensions with Israel escalate, while cargo traffic slightly dips at the Strait of Hormuz—a key oil chokepoint. Despite Middle East unrest, Rystad predicts oil prices will stay under $80. The hosts also critique the financial reality of "renewable energy" and highlight TotalEnergies' expansion into Malaysia for LNG growth. The episode closes with oil prices dipping below $70, geopolitical risk recalibration, and a call for investor caution amid market volatility. Highlights of the Podcast 00:00 - Intro 01:12 - Trump reveals Iran would ‘like to talk’ about a nuclear deal since they’re ‘not winning’ war against Israel 02:15 - Naval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy Investors 03:16 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions 05:28 - The greatest oxymoron statement of all time: “Renewable Energy” 07:13 - TotalEnergies expands in Malaysia with Petronas deal 11:29 - Market Update 13:06 - Outro Please see the links below or articles that we discuss in the podcast. Trump reveals Iran would ‘like to talk’ about a nuclear deal since they’re ‘not winning’ war against Israel Naval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy Investors Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions The greatest oxymoron statement of all time: “Renewable Energy” TotalEnergies expands in Malaysia with Petronas deal Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 16

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down the energy market chaos following Israel’s strike on Iran’s South Pars gas field, the potential closure of the Strait of Hormuz, and a major refinery fire in Texas. They cover rising oil and gas prices, the global shift back to hybrids as EV sales lag, and the political fallout from Trump ending California’s EV mandate. Plus, they dive into BP takeover rumors as ADNOC eyes its LNG assets, with big implications for global energy investors. Highlights of the Podcast 00:00 - Intro 01:42 - Israel Targets Iran’s South Pars Gas Field in Escalating Airstrikes, Iran Retaliates 03:52 - Is Closing the Strait of Hormuz the ‘Apocalyptic’ Scenario for the Oil Market? 08:26 - DAVID BLACKMON: Trump Ends Newsom’s Terrible Week By Killing His EV Mandate 11:07 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers? 13:36 - Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer Impact 17:52 - Markets Update 19:38 - Rig Count Update 19:43 - Frac Count Update 20:31 - Energy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling? 23:41 - Outro Please see the links below or articles that we discuss in the podcast. Israel Targets Iran’s South Pars Gas Field in Escalating Airstrikes, Iran Retaliates Is Closing the Strait of Hormuz the ‘Apocalyptic’ Scenario for the Oil Market? DAVID BLACKMON: Trump Ends Newsom’s Terrible Week By Killing His EV Mandate Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers? Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer Impact Energy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 14

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into China’s strategic energy dominance, surging coal exports from Montana under Trump-era trade priorities, and the collapse of U.S. solar companies amid high interest rates and mismanagement. Hosts Stuart Turley and Michael Tanner spotlight the flaws in green energy narratives, the implications of data center-driven power demand, and the geopolitical risk to oil prices if Israel strikes Iran. They also call out misleading investment metrics in oil and gas funds and underscore how power security, not ideology, is driving global energy decisions. Highlights of the Podcast 00:00 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn 02:34 - Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities 06:38 - Internal Rate of Return Is Misleading You! 09:33 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff 12:22 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets 14:58 - What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? 16:31 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas 19:10 - Outro Please see the links below or articles that we discuss in the podcast. DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities Internal Rate of Return Is Misleading You! Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 13

Meghan Lapp is leading the charge to save the commercial fishing industry and bringing up a national security risk. How, you might ask, are offshore wind farms a huge problem? The Empire Wind Project, a controversial offshore wind farm near New York, has raised national security and environmental concerns due to its location near JFK flight paths, potential radar interference, and disruption of vital fishing grounds. Meghan Lapp, a fisheries expert, warns that the project—partly owned by Norway’s state was rushed through permitting without proper oversight, may obstruct air defense capabilities, and could endanger marine life and navigation. Despite a brief halt by the Trump administration, the project resumed amid speculation of a pipeline deal, drawing scrutiny over regulatory failures and political motivations. Highlights of the Podcast 00:00 – Introduction 03:13 – Empire Wind Project Controversy 05:28 – Alleged Pipeline Deal & Foreign Ownership 08:15 – Radar Interference and JFK Airport Risks 11:19 – DOD and FAA Inter-agency Failures 14:24 – Deceptive Status Claims and Construction Reality 17:09 – Maritime Safety and Historic Collisions 20:01 – Tower Size and Ecological Blind Spots 23:26 – Vineyard Wind and Tax Loopholes 27:17 – Falsified Safety Data and National Security Concerns 30:44 – Trump Admin Review and Industry Hope 33:58 – Structural Governance Problems 36:41 – Disparity in Regulation Between Oil/Gas and Wind 39:20 – Microplastics and Blade Deterioration 42:05 – Reclamation Costs and Industry Burden 44:13 – Final Plea for Government Attention 46:36 – Conclusion and Call to Action

Jun 12

In this episode of the Energy News Beat Daily Standup, the host, , Stuart Turley covers five key stories impacting U.S. energy and investors: the evolving Trump-China tariff deal and its implications for rare earths and feedstocks; a 92% surge in U.S. power demand from data centers, highlighting grid and natural gas investment opportunities; the continued boom in natural gas across major basins; a new USGS assessment on untapped oil and gas reserves in the Niobrara formation; and a deep dive into the hidden costs and inefficiencies of the ongoing ethanol mandate. Highlights of the Podcast 00:00 - Intro 01:35 - Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors? 03:45 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas 06:26 - Natural Gas is Booming: Unlocking Opportunities in the Energy Sector 08:09 - USGS Releases Assessment of Undiscovered Oil and Gas Resources in the Niobrara Formation of SW Wyoming and NE Colorado 10:00 - Why Is Ethanol Still Being Mandated? How Much Does It Cost Consumers and Taxpayers? 13:30 - Outro Please see the links below or articles that we discuss in the podcast. Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors? Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas Natural Gas is Booming: Unlocking Opportunities in the Energy Sector USGS Releases Assessment of Undiscovered Oil and Gas Resources in the Niobrara Formation of SW Wyoming and NE Colorado Why Is Ethanol Still Being Mandated? How Much Does It Cost Consumers and Taxpayers? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 11

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers key energy updates focusing on geopolitical risks influencing oil prices. He discusses the potential impact on oil markets if Israel targets Iran's nuclear or oil infrastructure, highlighting the threat of soaring prices. The cancellation of the New Jersey Offshore Wind Project is also covered, alongside concerns over tightening U.S. oil supply and its implications for summer 2025 gas prices. Additionally, Nigeria's delayed $5 billion oil-backed loan due to falling prices is analyzed. Highlights of the Podcast 00:00 - Intro 01:01 - What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? 02:37 - Developer requests to cancel New Jersey offshore wind project 04:00 - Oil Supply Tightening in the U.S.: What It Means for Summer 2025 Gasoline Prices 06:43 - Markets Update 07:36 - Nigeria’s $5 Billion Oil-Backed Loan Stalls as Oil Prices Plummet: A Deep Dive into the Delay 08:42 - Outro Please see the links below or articles that we discuss in the podcast. What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? Developer requests to cancel New Jersey offshore wind project Oil Supply Tightening in the U.S.: What It Means for Summer 2025 Gasoline Prices Nigeria’s $5 Billion Oil-Backed Loan Stalls as Oil Prices Plummet: A Deep Dive into the Delay Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show – Video Transcription edited for grammar. We disavow any errors unless they make us look better or smarter.

Jun 10

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers the collapse of U.S. solar companies amid rising interest rates, the growing risks of EV battery disposal, and OPEC’s failure to meet output promises—raising concerns for oil prices and investors. He also highlights civil unrest in Los Angeles as a potential national security threat and supports a Maryland mayor opposing offshore wind farms to protect local tourism and ecosystems. Packed with insight on energy markets, clean tech pitfalls, and bold political commentary—this episode is a must-listen for anyone tracking U.S. energy policy and global implications. Highlights of the Podcast 00:00 - Intro 01:27 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff 04:18 - The Uglier side of Electric Vehicles: disposing of the EV batteries. 07:14 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets 09:51 - The LA Unrest Poses A Pressing National Security Threat To The US 13:03 - Court-challenged wind project off Maryland cleared to start construction 15:09 - Outro Please see the links below or articles that we discuss in the podcast. Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff The Uglier side of Electric Vehicles: disposing of the EV batteries. OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets The LA Unrest Poses A Pressing National Security Threat To The US Court-challenged wind project off Maryland cleared to start construction. Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 9

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss China's energy strategy, emphasizing how the nation profits from Western net-zero policies while maintaining a coal-heavy grid. They also touch on the resurgence of coal in the U.S., particularly in Montana, driven by President Trump's energy dominance push and coal export opportunities to Japan and South Korea. The conversation highlights the global energy landscape, including the rising demand for coal, the impact of trade tariffs, and the shifting dynamics in oil and gas investments. They conclude by stressing the need for smarter energy investments, particularly in the face of misleading IRR metrics used in the industry. Highlights of the Podcast 00:00 - Intro 01:21 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn 03:50 - China’s Energy Mix and Investment Made on the Backs of the Western Net Zero Movement 06:39 - Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities 13:11 - Markets Update 15:51 - Frac Count Update 15:55 - US Oil Drillers See Sharp Decline in Activity – How do investors respond? 20:46 - Internal Rate of Return Is Misleading You! 23:40 - Outro Please see the links below or articles that we discuss in the podcast. DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn China’s Energy Mix and Investment Made on the Backs of the Western Net Zero Movement Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities US Oil Drillers See Sharp Decline in Activity – How do investors respond? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 7

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner explore the massive Alaska LNG project, its role in U.S. energy security, and contrast it with California’s declining oil output. They dissect Trump’s delicate sanctions strategy with Russia, OPEC’s production hike aimed at appeasing the U.S., and why Goldman Sachs’ oil forecasts may fall short. The episode also highlights the shifting energy mix in the UK, investments in U.S. utilities, and how California’s policies threaten national energy dominance. It’s a high-stakes, fast-paced look at energy, geopolitics, and market dynamics. Highlights of the Podcast 00:00 - Intro 00:16 - How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project 02:58 - Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats 08:00 - How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio 11:13 - OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale 17:19 - Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow? 20:22 - Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors 21:54 - UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push 24:32 - The Great Decline of California’s Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down? 28:01 - Outro Please see the links below or articles that we discuss in the podcast. How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow? Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push The Great Decline of California’s Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 5

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley overs the massive Alaska LNG project—an $80B+ energy infrastructure initiative poised to boost U.S. energy security. He contrasts this with California’s energy decline under Governor Newsom, calling it a threat to national dominance. He also unpacks banks’ bearish $60 oil forecasts, raising doubts about their reliability versus real-world demand. Finally, he explores rising insurance risks tied to EVs after a cargo ship fire, urging stricter protocols. For deeper dives and exclusive analysis, listeners are encouraged to visit EnergyNewsBeat.co and the Substack community. Highlights of the Podcast 00:00 - Intro 01:03 - How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project 03:45 - The Great Decline of California’s Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down? 07:24 - The $60 Oil Conundrum: Are Banks the Oracles of Oil Prices? 10:24 - Cargo Ship Fire Sparks Concerns Over EV Safety and Insurance Challenges 12:47 - Outro Please see the links below or articles that we discuss in the podcast. How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project The Great Decline of California’s Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down? The $60 Oil Conundrum: Are Banks the Oracles of Oil Prices? Cargo Ship Fire Sparks Concerns Over EV Safety and Insurance Challenges Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 4

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down key global energy developments, including risks to UK North Sea oil jobs from anti-fossil policies, Brazil’s expanding LNG power and clean energy mix, and Russia’s shifting LNG trade outside the U.S. dollar via the dark fleet. They warn that the growing move away from dollar-based oil trading could threaten the USD’s reserve status. The episode also highlights Texas’ $5B energy fund expansion and pro-natural gas legislation, plus oil market reactions to geopolitical tensions and Canadian wildfire disruptions. Highlights of the Podcast 00:00 - Intro 01:10 - UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push 03:50 - Brazil’s GNA launches second LNG power plant 06:27 - Russian LNG Exports Dip Amid Sanctions and EU Clampdown: The Dark Fleet’s Role in Russia’s Energy Trade 09:16 - The 2025 Regular Texas Legislative Session Concludes: Key Energy, Oil, and Natural Gas Bills Analyzed 15:10 - Markets Update 16:57 - Outro Please see the links below or articles that we discuss in the podcast. UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push Brazil’s GNA launches second LNG power plant Russian LNG Exports Dip Amid Sanctions and EU Clampdown: The Dark Fleet’s Role in Russia’s Energy Trade The 2025 Regular Texas Legislative Session Concludes: Key Energy, Oil, and Natural Gas Bills Analyzed Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 3

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers critical developments, including the stalled Russia-Ukraine peace talks and the potential impact on U.S. oil markets. He highlights the Trump administration's rollback of Biden's Alaska oil drilling restrictions, the growth in U.S. oil production driven by Permian tight oil, and Goldman Sachs' forecast on OPEC+ output hikes. Additionally, Turley discusses Venture Global's CP2 LNG mobilization and its financial success. He emphasizes the need for strategic insights in energy markets, with an invitation for industry leaders to join the conversation. Highlights of the Podcast 00:00 - Intro 01:25 - Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow? 04:28 - Trump Administration to Roll Back Biden’s Curbs on Alaska Oil Drilling 05:47 - Tight oil production in Permian drives growth in onshore U.S. Lower 48 states production 07:24 - Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors 09:57 - Venture Global’s CP2 LNG to start mobilization and site preparation 11:55 - Outro Please see the links below or articles that we discuss in the podcast. Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow? Trump Administration to Roll Back Biden’s Curbs on Alaska Oil Drilling Tight oil production in Permian drives growth in onshore U.S. Lower 48 states production Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors Venture Global’s CP2 LNG to start mobilization and site preparation Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 2

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down why Trump is holding back on more Russia sanctions to avoid economic fallout and political losses in the midterms. They dive into OPEC’s output hike, grid modernization, oil and gas investment opportunities, and Trump's emergency order to stop power plant closures. The hosts also debate hybrid vs. EV incentives, Tesla's self-driving tech, and EOG’s $5.6B acquisition in the Utica. It’s a fast-paced roundup of geopolitics, markets, and energy strategy—all in one show. Highlights of the Podcast 00:00 - Intro 01:34 - Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats 06:41 - How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio 09:56 - Hybrid Cars: A Fuel-Saving Bridge to the Future or a Political Outcast? 15:07 - Trump Emergency Order Halts Second Power Plant From Closure: A Win for Energy Reliability 19:19 - Market Updates 20:03 - OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale 26:22 - EOG Resources Grows Utica Operations with $5.6 billion Encino Acquisition 29:16 - Outro Please see the links below or articles that we discuss in the podcast. Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio Hybrid Cars: A Fuel-Saving Bridge to the Future or a Political Outcast? Trump Emergency Order Halts Second Power Plant From Closure: A Win for Energy Reliability OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale EOG Resources Grows Utica Operations with $5.6 billion Encino Acquisition Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 2

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down why Trump is holding back on more Russia sanctions to avoid economic fallout and political losses in the midterms. They dive into OPEC’s output hike, grid modernization, oil and gas investment opportunities, and Trump's emergency order to stop power plant closures. The hosts also debate hybrid vs. EV incentives, Tesla's self-driving tech, and EOG’s $5.6B acquisition in the Utica. It’s a fast-paced roundup of geopolitics, markets, and energy strategy—all in one show. Highlights of the Podcast 00:00 - Intro 01:34 - Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats 06:41 - How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio 09:56 - Hybrid Cars: A Fuel-Saving Bridge to the Future or a Political Outcast? 15:07 - Trump Emergency Order Halts Second Power Plant From Closure: A Win for Energy Reliability 19:19 - Market Updates 20:03 - OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale 26:22 - EOG Resources Grows Utica Operations with $5.6 billion Encino Acquisition 29:16 - Outro Please see the links below or articles that we discuss in the podcast. Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio Hybrid Cars: A Fuel-Saving Bridge to the Future or a Political Outcast? Trump Emergency Order Halts Second Power Plant From Closure: A Win for Energy Reliability OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale EOG Resources Grows Utica Operations with $5.6 billion Encino Acquisition Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jun 1

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley dives into California's escalating energy crisis, scrutinizing the impact of Governor Newsom's policies on both the state's economy and national security. Experts Ronald Stein and Mike Umbro outline the dangers posed by California's growing reliance on imported fuel, the closure of in-state refineries, and the increasing dependence on China for energy. They highlight the risks of Newsom's energy mandates, particularly the push for electric vehicles and refinery shutdowns, which threaten California’s economic stability and security. The discussion calls for a more balanced, hybrid approach to energy policy and urges federal intervention to protect the state’s energy future. Connect with Ronald on his LinkedIn https://www.linkedin.com/in/ronaldstein/ Check out Ronald on American Outloud here: https://www.americaoutloud.news/author/ronald-stein-p-e/ Connect with Mike Umbro on his LinkedIn https://www.linkedin.com/in/mikeumbro/ Highlights of the Podcast 00:00 - Intro 01:12 - California’s Energy Crisis 02:05 - National Security Risk 03:32 - Governor Newsom’s Mandates 04:12 - Newsom’s Lawsuit Against the Trump Administration 05:33 - Jet Fuel and Diesel Shortages 06:44 - Kern County and the Potential for Oil Production 08:52 - The Sierra Club’s Influence 10:27 - Electric Vehicle Mandates and Infrastructure 11:33 - Hybrid Vehicles vs. Full Electrification 12:51 - The Real Environmental Impact of EVs 14:10 - The Need for a Hybrid Energy System 15:33 - The Future of Solar and Lithium Batteries 16:28 - California’s Power Grid Challenges 18:09 - The Federal Role in California’s Energy Crisis 20:14 - Oil and Gas as Essential for Infrastructure 23:33 - Nationalizing Refineries for Security 25:24 - The Impact of Climate NGOs 27:43 - California’s Economic Collapse 31:26 - The Risk of Losing California’s Energy Independence 32:09 - The Challenges with Renewable Energy 34:05 - Energy and Data Centers 35:54 - Oil and Gas Backlog 36:28 - California’s Potential for Energy Rebound 39:42 - The Need for Federal Intervention 41:07 - The Sierra Club’s Influence on Policy 43:11 - Conclusion and Future Outlook

May 31

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into the oil market's outlook, focusing on Goldman Sachs' bearish predictions for oil prices, forecasting $56 per barrel by next year, despite rising global demand. The conversation touches on supply-side factors, including OPEC's market adjustments and potential geopolitical risks, and explores investment strategies in the oil and gas sector. While Goldman Sachs sees a price dip, the discussion highlights the importance of unconventional to conventional drilling shifts for profitability. The episode also delves into the challenges of nuclear and renewable energy development, emphasizing critical minerals and the impact of political decisions on energy economics. Highlights of the Podcast 00:00 - Intro 00:13 - Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters 05:39 - DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces 09:30 - President Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats. 13:59 - Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals 17:14 - Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive 20:55 - Outro Please see the links below or articles that we discuss in the podcast. Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces President Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats. Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 30

Robert Bryce and Doug Sandridge join David Blackmon and Stu Turley to unpack what Trump’s bold executive orders mean for nuclear energy in America. From the push to quadruple nuclear capacity by 2050 to lessons from Germany’s energy policy reversal, the panel offers sharp analysis on the real potential and challenges of a nuclear resurgence. They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you're an energy pro or just curious about the future of power, this conversation delivers insight, urgency, and a dose of realism. Some of the key issues were around the fact that we have to lower regulations, and we have questions about the nuclear reactors on federal land. Will that help speed things up or slow them down? Can we export our nuclear reactors by possibly utilizing the military? Like the US Merchant Marines? Use them and sell the reactors as a service with Military protection, or even, like the Russians have proven, the Nuclear Reactors on ships and pull them up to a grid connection, like an LNG to Power plant configuration in Vietnam. They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you're an energy pro or just curious about the future of power, this conversation delivers insight, urgency, and a dose of realism. Robert Bryce, thank you for stopping by the Energy News Beat and the Energy Impacts podcast with David Blackmon. Both of your energy leadership skills are needed now more than ever. Douglas C. Sandridge - Thank you for taking the time to be on the podcast, even while traveling in Europe. Your passion for advocating for nuclear energy through your Oil and Gas Executives for Nuclear group is making a difference. https://theenergynewsbeat.substack.com/ https://robertbryce.substack.com/ https://blackmon.substack.com/ https://douglascsandridge.substack.com/ If you care about energy, this one’s a must-listen. Highlights of the Podcast 00:01 – Intro to the Podcast 02:40 – Executive Orders on Nuclear Energy 04:59 – Unrealistic Nuclear Growth Goals 07:55 – Need for Standardization 10:55 – Executive Orders vs. Policy 12:53 – Defense Production Act 17:12 – Merchant Marines & Nuclear Export 19:18 – Global Leadership & Costs 22:10 – Lessons from Barakah 24:00 – Oil & Gas Workforce Transition 27:34 – Nuclear Power Ships 28:59 – Natural Gas as Bridge Fuel 33:28 – Uranium & Reprocessing 39:58 – Grid & Transmission Constraints 46:46 – Data Centers and Microgrids 49:47 – Final Thoughts 52:44 – DOE Loan Program Concerns 54:03 – Where to Find us

May 29

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner expose the true costs of solar energy, citing data from Doug Sheridan that reveals solar is significantly more expensive than natural gas across Europe—except in Spain and Portugal. They highlight the added costs of transmission and infrastructure and question whether energy policy is driven by politics rather than economics. Other stories include the struggling solar market amid economic headwinds, water management issues threatening the Permian Basin’s oil output, green corridor projects raising greenwashing concerns, and Texas legislation targeting inactive oil wells with stricter deadlines. Highlights of the Podcast 00:00 - Intro 01:19 - Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive 05:03 - Has the solar market seen better days? Economic Headwinds Threaten Solar Industry’s Bright Future 07:28 - The Crude Truth: Water Management Challenges Threaten Permian Basin Oil Production 10:16 - World’s largest port launches three European green corridor projects – is this just greenwashing at it’s finest, or does it have any value? 13:02 - Texas oil companies face new deadlines to plug inactive wells 18:31 - Markets Updates 20:27 - Outro Please see the links below or articles that we discuss in the podcast. Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive Has the solar market seen better days? Economic Headwinds Threaten Solar Industry’s Bright Future The Crude Truth: Water Management Challenges Threaten Permian Basin Oil Production World’s largest port launches three European green corridor projects – is this just greenwashing at it’s finest, or does it have any value? Texas oil companies face new deadlines to plug inactive wells Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 28

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down major headlines, including the Trump administration’s fast-tracking of a Utah uranium mine as part of a critical minerals push, Egypt’s surprising shift to LNG imports despite being a former exporter, and Cheniere’s latest Corpus Christi LNG expansion milestone. They dive into oil price trends, reacting to Goldman Sachs' bearish forecast of $52–$56 oil through 2026, and contrast it with ongoing global demand growth. The episode closes with a debate on future energy investments, highlighting the strategic shift from unconventional to conventional drilling as prices stay in the $60 range. Highlights of the Podcast 00:00 - Intro 01:20 - Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals 04:38 - Second FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy? 06:52 - Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion train 11:31 - Markets Updates 13:34 - Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters 19:01 - Outro Please see the links below or articles that we discuss in the podcast. Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals Second FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy? Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion train Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 27

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner dive into Trump’s escalating energy dilemma as potential secondary sanctions on Russia could spike oil prices to $100 — a political win for Democrats but a headache for Trump. They also unpack Technip Energies’ Cyprus LNG deal, the decline of Northvolt’s battery production in Sweden, and OPEC’s strategic output boost that could squeeze U.S. shale. With oil rig and frack counts plummeting, LNG emerging as the long-term bet, and global capital flows shifting, the hosts explore where energy investments should pivot next in this volatile landscape. Highlights of the Podcast 00:00 - Intro 01:34 - DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces 05:29 - President Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats. 10:15 - Technip Energies bags Cyprus LNG gig – and how does this impact Cyprus’s clean energy? 12:48 - Northvolt to Wind Down Battery Making in Sweden: A Blow to Europe’s Energy Transition 16:01 - Markets Update 18:04 - Rig Count Update 18:10 - Frac Count Update 18:49 - OPEC’s Latest Report: A Strategic Move to Challenge U.S. Shale Oil Companies? 22:14 - Outro Please see the links below or articles that we discuss in the podcast. DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces President Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats. Technip Energies bags Cyprus LNG gig – and how does this impact Cyprus’s clean energy? Northvolt to Wind Down Battery Making in Sweden: A Blow to Europe’s Energy Transition OPEC’s Latest Report: A Strategic Move to Challenge U.S. Shale Oil Companies? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 25

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley discusses key topics with Steve Reese, CEO of Reese Energy Consulting, and Karr Ingham from the Texas Alliance of Energy Producers. They explore the role of Texas in the energy sector, focusing on natural gas and oil production, the state's influence on energy markets, and the challenges posed by legislation and regulation. The conversation highlights the economic significance of oil and gas in Texas, the state's approach to balancing renewable energy, and the global demand for U.S. LNG. The trio also discusses the ongoing legislative session and the future of energy in the U.S., emphasizing the importance of free-market solutions. This was a huge conversation about the Texas oil and gas markets and it's impact on the global energy market. Texas is impacting the world. Natural gas is not a bridge fuel; it is part of the change in molecule demand. Electricity demand is growing, and how it is generated matters. The EIA has stated that the US has continually lowered its emissions, and the largest reduction was closing coal plants and increasing to natural gas. We are seeing this same global trend in shipping and long-haul trucking. Let's save the environment, while being fiscally responsible is a vast topic. Please reach out to Steve Reese on his LinkedIn here: https://www.linkedin.com/in/steve-reese-185a86/ Reese Energy Consulting Website: https://reeseenergyconsulting.com/ Please reach out to Karr Ingham on his LinkedIn here: https://www.linkedin.com/in/karr-ingham-9b62333a/ Check out the Texas Alliance of Energy Producers site here: https://www.texasalliance.org/ Follow the Texas Alliance of Energy Producers on LinkedIn here: https://www.linkedin.com/company/texas-alliance-of-energy-producers/posts/?feedView=all Thank you, Steve, for your energy, leadership, and sponsoring the Energy News Beat Daily show. - Stu Karr, it was an absolute thrill to spend some time with you, and I am really looking forward to our next visit about all of the great things you are doing for Texas and the energy producers. - Stu Highlights of the Podcast 00:00 - Intro 00:34 - Steve Reese Introduction 01:04 - Karr Ingham Introduction 02:52 - Texas Legislative Session Impact 05:00 - Texas Oil & Gas Economic Impact 07:50 - Texas Energy Mix: Gas, Coal, Wind, Solar 08:39 - LNG Exports & Economic Impact 09:43 - Renewable Energy Failures in Spain/Portugal 10:36 - Natural Gas as a Solution 16:06 - Need for Natural Gas 20:33 - Texas Election Trends 27:11 - Texas LNG & Oil Exports 32:06 - Permian Basin’s Energy Role 39:27 - UK’s Windfall Tax on Energy Companies 42:31 - Future of Texas Energy 47:48 - Contact Information of Karr Ingham 48:20 - Reese Energy Consulting Website

May 24

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner cover significant geopolitical shifts in the global energy market, including the formation of a new trading bloc between the Middle East, India, and Pakistan, alongside Russia and the U.S. They also explore the U.S.'s energy independence challenges, particularly in battery mineral production, and the impact of China’s dominance in the global supply chain. The hosts highlight key developments such as Qatar's growing LNG exports, the U.S.'s increasing dependence on foreign investments, and the ongoing struggle to balance fossil fuel and renewable energy investments amid political and economic pressures. Highlights of the Podcast 00:00 - Intro 02:22 - Britain’s Plan to Retrain Oil and Gas Workers for Clean Energy Jobs 04:44 - President Trump’s Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE. 08:29 - WSJ Goes Fully In The Tank For ‘Clean’ Energy 11:52 - EOG Goes Abroad, and So Does American Power 14:49 - QatarEnergy eyes major LNG trading expansion 16:46 - Trump allows Equinor to resume work on wind project off New York 21:25 - China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? 24:42 - Outro Please see the links below or articles that we discuss in the podcast. Britain’s Plan to Retrain Oil and Gas Workers for Clean Energy Jobs President Trump’s Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE. WSJ Goes Fully In The Tank For ‘Clean’ Energy EOG Goes Abroad, and So Does American Power QatarEnergy eyes major LNG trading expansion Trump allows Equinor to resume work on wind project off New York China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 22

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key global energy developments. They highlight China’s dominance in battery mineral trade, India’s rising oil imports from Russia, and Japan’s increasing LNG demand despite declining coal imports. The hosts also dive into the revival of New York’s wind project, which includes a deal for a natural gas pipeline, and the reopening of California’s offshore oil platforms after a decade. Lastly, they discuss the broader implications of energy politics, including the impact of renewable energy on fossil fuel production and the risks posed to California's energy security. Highlights of the Podcast 00:00 - Intro 01:53 - China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? 05:12 - ndia’s Oil Imports From Russia on Track for 10-Month High 07:16 - Japan’s April LNG imports climb 08:48 - New York Wind Project Revived With Natgas Quid Pro Quo 10:37 - California’s first of three offshore platforms back in oil production business after 10 years 14:31 - Markets Update 15:08 - Oil Jumps on Possibility of Israeli Attack on Iran 16:13 - Crude Oil Inventory 18:03 - Outro Please see the links below or articles that we discuss in the podcast. China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? India’s Oil Imports From Russia on Track for 10-Month High Japan’s April LNG imports climb New York Wind Project Revived With Natgas Quid Pro Quo California’s first of three offshore platforms back in oil production business after 10 years Oil Jumps on Possibility of Israeli Attack on Iran Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 22

This is the first in a new series for 2025, in which we will discuss how AI impacts energy throughout the entire supply chain and on to consumers. In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley hosts experts Mark Stansberry and Jon Brewton to discuss the intersection of AI, energy, and business. Mark, a seasoned oil and gas professional, shares his excitement about the potential of AI in the industry, while Jon, the founder of Data Squared, explains how his company is tackling the challenge of connecting disparate data systems. They explore the importance of explainable AI and its application in high-stakes sectors like defense and energy. The discussion also highlights the role of AI in optimizing costs and improving decision-making across industries. Thank you, Mark and Jon, for stopping by the podcast! This was an important episode, and it will be a great start for the series. Please follow Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/ And Data2 website https://data2.ai/ Check out everything about Mark Stansberry here: https://www.linkedin.com/in/mark-a-stansberry-67407511/ And his website:https://www.markstansberry.com/ Highlights of the Podcast 00:00 - Intro 00:44 - Guest Introduction: Mark Stansberry 01:03 - Guest Introduction: John Brewton 01:21 - Mark’s Role as Advisor 02:40 - John’s Company, Data Squared 06:00 - Solving Industry Problems with AI 08:43 - Business Application: Connecting Disparate Data Systems 14:07 - Example of Solving Data Challenges 18:32 - Value Chain Optimization 21:08 - AI in Engineering and Strategic Planning 25:03 - Overcoming the Challenge of Hallucinations in AI 32:00 - The Role of AI in Federal Government and Energy 33:03 - Collaboration with Louisiana State University 35:50 - The Future of AI and Energy 39:01 - Closing Remarks #ai

May 21

David Ramsden-Wood stops by the Energy Impact and the Energy News Beat Podcast to talk about the Trump Middle East Tour, EOG, and his Hot Take of the Day. DRW wrote on his Substack, "EOG Goes Abroad, and So Does American Power." It is a great article that raises some huge issues in the oil and gas markets. This is a must-watch episode for anyone who wants to understand the real future of American energy and why it’s being shaped overseas. Highlights of the Podcast 00:01 – Introduction 01:21 – The Trump Doctrine & Energy Strategy 05:16 – EOG’s 900,000-Acre Concession in UAE 07:37 – Energy as an Export Service 09:10 – Global Energy Demand: Asia Rising 11:35 – Natural Gas & Policy Quid Pro Quo 13:59 – Policy Failures in Green Energy States 17:21 – Are We at Peak U.S. Oil? 23:34 – EOG’s Move: Independence or Buyout Prep? 27:18 – Geopolitics, Israel, and the Energy Landscape 29:09 – Gas vs. Oil: The Future Molecule 31:21 – Politics and Policy Under Biden 38:27 – Canadian Politics & U.S. Strategy 40:00 – Gavin Newsom and Political Opportunism 41:36 – Can Trump End Climate Subsidies? 44:02 – Censorship, Free Speech, and Elon Musk 47:20 – Tesla, Consumer Choice & Auto Industry Shifts 49:01 – Political Aspirations & Civic Engagement 51:42 – Social Security & Fiscal Imbalance 54:14 – 2025 Tax Cuts & Electoral Consequences 56:36 – Closing Thoughts on Energy, Policy & Optimism 58:09 – Contacts

May 21

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key energy developments. Saudi Arabia plans to increase its summer crude burn for power generation, while QatarEnergy targets a major LNG trading expansion by 2030. Petrobras signs a $1.5B contract with Subsea 7 for the Búzios 11 project in Brazil, and Trump allows Equinor to resume work on a wind project off New York. The hosts also touch on global oil market shifts, including price changes, geopolitical tensions, and a potential nuclear deal with Iran. Highlights of the Podcast 00:00 - Intro 01:44 - Saudi Arabia poised to increase summer crude burn for power 3:49 - QatarEnergy eyes major LNG trading expansion 05:50 - Petrobras pens EPCI deal with Subsea 7 worth nearly $1.5bn 08:38 - Trump allows Equinor to resume work on wind project off New York 15:27 - Markets Update 18:16 - Outro Please see the links below or articles that we discuss in the podcast. Saudi Arabia poised to increase summer crude burn for power QatarEnergy eyes major LNG trading expansion Petrobras pens EPCI deal with Subsea 7 worth nearly $1.5bn Trump allows Equinor to resume work on wind project off New York Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 20

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers a range of critical energy topics. He discusses how Republicans were drawn into a deal that keeps the IRA subsidies in place and the need for urgent reforms. Stuart also critiques the Wall Street Journal's shift towards promoting clean energy, highlighting the financial and political motives behind it. Additionally, he explores EOG's international expansion, the revision of historical oil demand data by the IEA, and the paradox of rising U.S. hydropower generation amid the removal of dams. Finally, Stuart calls out the management failures in California’s water and energy policies. Highlights of the Podcast 00:00 - Intro 02:51 - How Republicans got roped into a deal that keeps the IRA—and why there’s still time to fix it 05:47 - WSJ Goes Fully In The Tank For ‘Clean’ Energy 09:11 - EOG Goes Abroad, and So Does American Power 13:01 - IEA revised historical oil demand data, can we trust the numbers? Is this price manipulation? 15:11 - U.S. hydropower generation expected to rise by 7% in 2025 following last year’s record low – Then why are so many dams being removed? 16:52 - Outro Please see the links below or articles that we discuss in the podcast. How Republicans got roped into a deal that keeps the IRA—and why there’s still time to fix it WSJ Goes Fully In The Tank For ‘Clean’ Energy EOG Goes Abroad, and So Does American Power IEA revised historical oil demand data, can we trust the numbers? Is this price manipulation? U.S. hydropower generation expected to rise by 7% in 2025 following last year’s record low – Then why are so many dams being removed? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 19

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss the challenges and implications of the UK’s energy transition, including the retraining of oil and gas workers for clean energy jobs, the risks of overreliance on renewable energy, and the rising costs of the Net Zero crusade. They also cover President Trump’s Gulf tour and significant energy agreements with Saudi Arabia, Qatar, and the UAE, and the ongoing debate over the future of the Green New Deal. The hosts highlight the changing dynamics in the energy market, including the impact of the Trans Mountain pipeline on Canadian oil exports and a slowdown in U.S. oil and gas drilling. Highlights of the Podcast 00:00 - Intro 02:03 - Britain’s Plan to Retrain Oil and Gas Workers for Clean Energy Jobs 04:37 - The UK’s Green Energy Transition Faces Critical Slowdown Amid Growing Concerns 06:49 - Net Zero crusade by Ed Miliban is adding billions to their broken system. 08:34 - President Trump’s Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE. 12:28 - Republicans have one last chance to kill the “Green New Scam” subsidies forever 14:07 - The Trans Mountain oil pipeline in Canada has changed the export market for Canadian crude 17:40 Markets Update 19:34 - Rig Count Update 19:41 - Frac Count Update 19:52 - U.S. Oil and Gas Drillers Backing Off or Slowing Down 23:53 - Outro Please see the links below or articles that we discuss in the podcast. Britain’s Plan to Retrain Oil and Gas Workers for Clean Energy Jobs The UK’s Green Energy Transition Faces Critical Slowdown Amid Growing Concerns Net Zero crusade by Ed Miliban is adding billions to their broken system. President Trump’s Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE. Republicans have one last chance to kill the “Green New Scam” subsidies forever The Trans Mountain oil pipeline in Canada has changed the export market for Canadian crude U.S. Oil and Gas Drillers Backing Off or Slowing Down Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 17

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner cover urgent U.S. energy grid concerns, including PJM's warning of summer blackouts due to fossil fuel plant retirements and surging demand. They critique California's refinery shutdowns, which could drive gas prices to $9, and discuss Saudi Arabia's budget strain with Brent crude below breakeven levels. The episode also examines Equinor’s potential exit from a New York wind project, Shell’s rumored acquisition of BP, Russia’s massive shipbuilding expansion, and new U.S. sanctions targeting Iran’s oil trade with China. Highlights of the Podcast 00:00 - Intro 01:38 - U.S. Largest Grid Operator is warning of Summer Power Shortages 05:51 - Newsom’s War On Oil Could Send California Gas Prices To $9, Analyst Warns 09:44 - Saudi Arabia Spends Like Oil’s Still at $90 11:58 - Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators 14:56 - Is Shell Sizing Up Oil’s Biggest Power Grab Yet? 17:49 - Equinor could axe wind project off New York within days 21:26 - Russia readies billions for domestic fleet buildout 23:51 - Washington issues further sanctions aimed at Iran’s trade with China 25:39 - Outro Please see the links below or articles that we discuss in the podcast. U.S. Largest Grid Operator is warning of Summer Power Shortages Newsom’s War On Oil Could Send California Gas Prices To $9, Analyst Warns Saudi Arabia Spends Like Oil’s Still at $90 Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators Is Shell Sizing Up Oil’s Biggest Power Grab Yet? Equinor could axe wind project off New York within days Russia readies billions for domestic fleet buildout Washington issues further sanctions aimed at Iran’s trade with China Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 16

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley interviews Kent Williamson, author of American Heat Engine, Hydrocarbons and the Power of the United States . They discuss the vital role of hydrocarbons in American history, touching on topics such as the impact of coal, oil, and natural gas, and how the U.S. has utilized private mineral rights to become a leading energy producer. Kent also highlights energy security issues, particularly in California, and the global importance of LPG in providing energy solutions to underserved populations. The conversation explores energy's complex role in shaping geopolitics and the economy, with Kent stressing the need for a better understanding of the energy industry. We are in an energy revolution. Energy consumers are waking up to the fact that high energy prices come from "Green Energy Policies" that impact and hurt the environment and economy more than they provide electricity. Kent's book tells us how we got here and has some great insights as a guide for where we need to go. I look forward to more conversations with Kent as we move into the next energy era. You can get the book here: https://a.co/d/fzFJ86V Follow Kent on his LinedIn Here: https://www.linkedin.com/in/kent-j-williamson-830bb617/ Highlights of the Podcast 00:00 - Intro 01:04 - Kent's Career and Energy Industry Insights 04:09 - History of Energy in America 05:07 - Book Launch and Pricing 08:25 - Energy Security and Coal's Role 12:23 - Energy's Humanitarian Impact 16:34 - Energy Production and National Security 20:36 - California's Energy Crisis 22:47 - Strategic Hydrocarbon Bridges 31:06 - Energy Exports and the Gulf Coast 35:02 - Future Plans and Book Editions 39:14 - LPG and Global Energy Solutions 40:13 - Conclusion and Future Talks

May 15

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy developments, including Woodside’s $17.5 billion LNG project in Louisiana, with Saudi Aramco joining in 2029, boosting U.S. trade. They also cover EU sanctions on Russian ships and U.S. efforts to target Iran’s oil trade with China. The hosts highlight peak coal discussions at the Geneva conference, the global shift toward LNG, and Venture Global’s upcoming 20-year LNG contracts. The episode concludes with market updates on oil and gas prices, OPEC's forecast adjustments, and insights from industry analysts. Highlights of the Podcast 00:00 - Intro 02:12 - Aramco plans to join Woodside’s Louisiana LNG project 03:53 - EU sanctions target nearly 200 Russia-linked ships 05:50 - Washington issues further sanctions aimed at Iran’s trade with China 07:39 - Peak coal and energy security dominate discussion at Geneva conference 09:41 - CEO: Venture Global to sign multiple 20-year LNG contracts in coming quarters 13:38 - Markets Update 14:29 - EIA Crude Oil Inventory Report 15:38 - Outro Please see the links below or articles that we discuss in the podcast. Aramco plans to join Woodside’s Louisiana LNG project EU sanctions target nearly 200 Russia-linked ships Washington issues further sanctions aimed at Iran’s trade with China Peak coal and energy security dominate discussion at Geneva conference CEO: Venture Global to sign multiple 20-year LNG contracts in coming quarters Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 14

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down Equinor's potential cancellation of its $2.5 billion Empire Wind project off Long Island due to halted federal support, rising electricity costs, and lost tax credits. They also cover Ukraine’s first bio-LNG export to the EU, Sempra’s LNG pre-commissioning in Mexico, and Russia’s multi-billion-dollar domestic fleet expansion aimed at Arctic shipping dominance. The duo wraps with market updates, falling oil service earnings, and insights into tariffs, LNG, and U.S.–Saudi energy ties. Highlights of the Podcast 00:00 - Intro 02:07 - Ukraine’s MHP delivers first bio-LNG supplies to EU 03:55 - Equinor could axe wind project off New York within days 07:35 - Sempra’s ECA LNG export project starts pre-commissioning activities 09:26 -Russia readies billions for domestic fleet buildout 14:19 - Markets Update 17:07 - Halliburton, Schlumberger Brace for the Next Oil Slump 19:40 - Outro Please see the links below or articles that we discuss in the podcast. Ukraine’s MHP delivers first bio-LNG supplies to EU Equinor could axe wind project off New York within days Sempra’s ECA LNG export project starts pre-commissioning activities Russia readies billions for domestic fleet buildout Halliburton, Schlumberger Brace for the Next Oil Slump Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 13

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss the ongoing fiscal challenges Saudi Arabia faces as oil prices stay below the required levels to balance its budget, and the U.S. government’s efforts to refill the Strategic Petroleum Reserve (SPR) with a proposed $1.3 billion investment. The duo also touches on Texas’ grid issues and high electricity rates caused by wind and solar costs, the potential for UK blackouts, and speculation around Shell’s possible acquisition of BP amidst weak earnings. Finally, they discuss the broader energy market outlook, with a focus on oil price fluctuations and geopolitical impacts. Highlights of the Podcast 00:00 - Intro 01:52 - Saudi Arabia Spends Like Oil’s Still at $90 04:10 - Republicans Push to Refill the Strategic Petroleum Reserve With $1.3 Billion 07:42 - Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators 10:42 - Can the UK avoid the Spain Blackouts? Or are they doomed? 5:44 - Markets Update 18:54 - Is Shell Sizing Up Oil’s Biggest Power Grab Yet? 22:14 - Outro Please see the links below or articles that we discuss in the podcast. Saudi Arabia Spends Like Oil’s Still at $90 Republicans Push to Refill the Strategic Petroleum Reserve With $1.3 Billion Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators Can the UK avoid the Spain Blackouts? Or are they doomed? Is Shell Sizing Up Oil’s Biggest Power Grab Yet? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 12

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers several major topics impacting the energy sector, including warnings of potential summer power outages in the U.S. due to a strained grid, driven by retiring fossil fuel plants and slower renewable growth. He also discusses the looming rise in California gas prices, which could reach $9 due to refinery closures, and the economic impact of Governor Newsom's oil policies. Additionally, Tanner highlights Saudi Aramco's profit drop due to weak oil prices and an M&A deal where Whitehawk Minerals acquires Phoenix Minerals, signaling a bullish stance on natural gas. Highlights of the Podcast 00:00 - Intro 01:32 - U.S. Largest Grid Operator is warning of Summer Power Shortages 05:45 - Newsom’s War On Oil Could Send California Gas Prices To $9, Analyst Warns 12:16 - Markets Update 14:23 - Rig Count Update 14:34 - U.S. Frac Spread Count 14:43 - Aramco Profit Drops With Weak Oil and how will this impact OPEC? 16:45 - WhiteHawk to Acquire PHX Minerals Inc. for $4.35 per Share 19:12 - Outro Please see the links below or articles that we discuss in the podcast. U.S. Largest Grid Operator is warning of Summer Power Shortages Newsom’s War On Oil Could Send California Gas Prices To $9, Analyst Warns Aramco Profit Drops With Weak Oil and how will this impact OPEC? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 10

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discuss latest energy market developments, OPEC+ has increased oil production by 411,000 barrels to punish over-producers like Iraq and Kazakhstan, potentially driving oil prices down. Meanwhile, Saudi Arabia raised its prices to Asian markets, despite increasing output, aiming to maintain its market dominance in the face of competition from Russia and other producers. This move may be a strategy to secure long-term contracts with Asian refiners, highlighting the complexity of balancing supply and demand while positioning for future growth. Highlights of the Podcast 00:00 - Intro 02:05 - Why Spain’s Rooftop Solar Owners Weren’t Spared From the Blackout 04:53 - Why is Grid Inertia Important? 07:37 - Saudis Warn of More Supply Unless OPEC+ Cheats Fall in Line 15:31 - Dropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump Says 18:23 - What is the future for U.S. crude oil? Have we hit peak production? 21:17 - US Cut Forecast for Oil Output Just Before Crude’s Latest Plunge 23:48 - 18 US states suing Trump over shutdown of wind projects 25:50 - Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas? 28:44 - Outro Please see the links below or articles that we discuss in the podcast. Why Spain’s Rooftop Solar Owners Weren’t Spared From the Blackout Why is Grid Inertia Important? Saudis Warn of More Supply Unless OPEC+ Cheats Fall in Line Dropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump Says What is the future for U.S. crude oil? Have we hit peak production? US Cut Forecast for Oil Output Just Before Crude’s Latest Plunge 18 US states suing Trump over shutdown of wind projects Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 9

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley, Mike Umbro, and Ronald Stein discuss the energy crisis in California, highlighting the state's over-reliance on foreign oil and its impact on national security. They explore the challenges of refining capacity, the state's environmental policies, and the need for a shift from stringent regulations to practical solutions like expanding domestic oil production. The conversation underscores the importance of securing permits for critical energy infrastructure, with a call for action to address California's looming energy shortages and their consequences for the U.S. economy. Thank you Ronald and Mike for stopping by the podcast, and I loved our conversation! Stu "I don't need hugs, I need drilling permits" - Mike Umbro - I loved this quote. "California is now a national security risk." Ronald Stein - This is a serious problem for the Trump administration, as Gavin Newsom seems bent on destroying California's energy and finances. Ronald Stein on America Outloud News: https://www.americaoutloud.news/author/ronald-stein-p-e/ Ronald Stein on LinkedIn here: https://www.linkedin.com/in/ronaldstein/ Mike Umbro on LinkedIn here: https://www.linkedin.com/in/mikeumbro/ Please check out Mike Umbro on X Here. https://x.com/MikeUmbro Highlights of the Podcast 00:00 - Intro 01:51 - California's Energy Crisis 03:22 - California’s Oil Import Challenges 04:47 - California’s Regulatory Challenges 05:21 - California’s Energy Security Risk 07:15 - The Future of Electric Vehicles (EVs) in California 09:07 - The Hydrogen and Natural Gas Solution 11:00 - Potential Solutions for California’s Energy Issues 12:35 - The Importance of Permits 13:05 - California’s Dependency on Foreign Oil 14:16 - The Dark Fleet and Environmental Concerns 15:01 - Unethical Practices in the Green Movement 17:16 - Working with the Next Generation 19:45 - California's Energy Future and Policy Change 22:20 - Returning to California’s Energy Independence 25:01 - Offshore Drilling and Environmental Risks 29:58 - The Impacts of California's Energy Policies on National Elections 32:07 - Final Thoughts

May 8

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner discusses key energy topics, including Saudi Arabia's decision to raise prices for Asian markets while increasing OPEC+ production quotas, reflecting a strategy to maintain market dominance. He also covers the Senate's recent vote to overturn Biden-era appliance regulations, emphasizing market-driven demand for energy-efficient products. Tanner further delves into the decline in U.S. oil production, citing Diamondback CEO's concerns about peak shale production, rising costs due to tariffs, and geological challenges. Finally, he provides a quick update on oil prices and market trends. Highlights of the Podcast 00:00 - Intro 01:48 - Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas? 04:42 - Senate Votes To Overturn Stringent Biden-Era Appliance Rules, Sending Bills To Trump 09:20 - Markets Update 10:54 - Peak Shale May Be Here Says Diamondback CEO 13:15 - Outro Please see the links below or articles that we discuss in the podcast. Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas? Senate Votes To Overturn Stringent Biden-Era Appliance Rules, Sending Bills To Trump Peak Shale May Be Here Says Diamondback CEO Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 7

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel. This podcast is also going out on David Blackmon’s Substack and podcast channels, and he had some fantastic points and questions for Doomberg. Thank you both for your energy, leadership, and your time – Stu Check out Doomberg on his Substack at https://newsletter.doomberg.com/ Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-markets Highlights of the Podcast 00:00 – Introduction 03:00 – California’s Refining Crisis 08:30 – California Politics & Oil 13:20 – Trump’s Energy Team 17:40 – OPEC’s Decline & Co-Product Economics 23:00 – Oil Price Volatility & Strategy 26:30 – NGLs & Changing Energy Definitions 33:00 – Permian, Consolidation & Costs 36:00 – Breakevens and Co-Product Economics 39:00 – LNG, Natural Gas, and Arbitrage 45:00 – LNG Tankers, Jones Act, and Energy Exports 49:00 – $50 Oil as Geopolitical Strategy 53:00 – Russia, NATO & War Risks 57:00 – Canada, Trump, and Final Thoughts

May 7

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley and Ronald Stein discuss California's energy crisis, focusing on the state's declining oil production and refining capacity. They highlight how California's reliance on imported oil has grown to over 60%, creating a national security risk. Stein criticizes Governor Newsom's push to phase out fossil fuels without addressing the ongoing demand, and they explore how this policy impacts the state’s energy future. They also touch on global shifts in energy production, including China’s growing refinery capacity and the complexities of California's regulatory environment. Ronald is a great friend to the Energy News Beat podcast and a great resource. Please follow his energy discussions here: https://www.americaoutloud.news/author/ronald-stein-p-e/ "California is a national security risk" is a fantastic point that Ronald made, and it prompted us to record a follow-up with Mike Umbro, which is coming out of production in a few days. Having Mike Umbro and Ronald on the same podcast for a discussion on California energy is great! Highlights of the Podcast 00:00 - Intro 01:21 - Decline of California’s refining capacity 02:33 - California’s energy security risks 03:24 - Rising dependence on imported oil 04:36 - China’s role in refinery development 05:28 - Challenges with California's fuel blend 06:00 - Impact of tariffs on energy 07:04 - Challenges of U.S. energy manufacturing 07:17 - Importance of energy supply-demand balance 09:06 - National security implications of California’s energy issues 10:36 - Politics of Governor Newsom’s energy policies 12:50 - Addressing the supply-demand imbalance 13:23 - The importance of oil in essential industries 16:14 - Wind and solar limitations as energy solutions 17:25 - Ronald Stein’s article on refinery closures 18:16 - Energy policy and supply-demand discussions 19:02 - Fossil fuels’ irreplaceable role in society 21:04 - The role of natural gas and nuclear in California 23:11 - Closing remarks and future discussions Like this comment

May 7

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy market developments, including Saudi Arabia's budget deficit and its $90 oil requirement, the U.S. cutting its oil output forecast amid falling prices, and concerns about "peak shale" as Diamondback Energy reduces its production forecast. He also covers the ongoing legal battles involving 18 U.S. states suing President Trump over wind project shutdowns, as well as Marathon Petroleum’s Q1 earnings decline due to weak refining margins. Additionally, Turley touches on the oil price bounce-back following recent OPEC decisions and upcoming interviews with energy experts. Highlights of the Podcast 00:00 - Intro 01:46 - Saudi Arabia’s Budget Deficit Surged Before the Oil Price Crash 03:37 - US Cut Forecast for Oil Output Just Before Crude’s Latest Plunge 06:10 - Peak Shale May Be Here Says Diamondback CEO 08:38 - 18 US states suing Trump over shutdown of wind projects 10:40 - Marathon Petroleum Q1 down on earnings due to weak refining margins 11:42 - Oil Prices Bounce Back From OPEC+ Bombshell 12:54 - Outro Please see the links below or articles that we discuss in the podcast. Saudi Arabia’s Budget Deficit Surged Before the Oil Price Crash US Cut Forecast for Oil Output Just Before Crude’s Latest Plunge Peak Shale May Be Here Says Diamondback CEO 18 US states suing Trump over shutdown of wind projects Marathon Petroleum Q1 down on earnings due to weak refining margins Oil Prices Bounce Back From OPEC+ Bombshell Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 6

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley sits down with Michael McDonnell, founder of MMD Global Advisory, to dive deep into Saudi Arabia’s Vision 2030, the NEOM project challenges, and the broader impact of global trade wars. They explore how Trump’s tariffs are reshaping global finance, Saudi Arabia's financial future, U.S. energy dominance, and smart investment strategies during times of volatility. Gain insights into ESG's unexpected benefits to oil and gas, America's natural resource strategy, and why global investors are turning to the U.S. now more than ever. Topics Covered: Saudi Arabia’s economic future and Vision 2030 The NEOM city project's risks and realities How Trump’s trade policies are reshaping global markets Best investment strategies during high volatility The surprising upside of ESG on U.S. energy America's shift toward energy independence Technology innovations in nuclear and clean energy

May 6

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy topics, including President Trump's views on the impact of falling oil prices on the Ukraine conflict, Saudi Arabia’s long-term oil strategy, the future of U.S. crude oil production, and Sunoco's $9 billion acquisition of Parkland. Turley emphasizes Russia's shift to Asian markets and critiques U.S. oil production forecasts, while highlighting significant industry developments such as LNG power plant projects and strategic acquisitions in the energy sector. The episode features insights from industry experts and analysis of the geopolitical and economic implications of these trends. Highlights of the Podcast 00:00 - Intro 01:40 - Dropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump Says 04:54 - Saudi Arabia’s New Oil Play – Embracing the Glut to Win the Long Game 07:00 - KN awards contract for Klaipeda FSRU electrification project 09:27 - What is the future for U.S. crude oil? Have we hit peak production? 12:36 - Sunoco’s $9 Billion Acquisition of Parkland 14:19 - Outro Please see the links below or articles that we discuss in the podcast. Dropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump Says Saudi Arabia’s New Oil Play – Embracing the Glut to Win the Long Game KN awards contract for Klaipeda FSRU electrification project What is the future for U.S. crude oil? Have we hit peak production? Sunoco’s $9 Billion Acquisition of Parkland Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 5

In Energy News Beat – Conversation in Energy, Stuart Turley features an interview with Mike McConnell, Director of the Robert M. Zinke Energy Management Program at OU. McConnell discusses the program’s rich history, its evolution from petroleum land management to a broader energy curriculum, and the importance of preparing students for diverse roles in the energy sector, including oil, gas, renewables, and electricity. He emphasizes the need for an "and, not or" approach to energy, combining traditional fossil fuels with emerging technologies. The discussion also highlights the program’s strong industry connections, high job placement rates, and financial support for students, ensuring their success in a rapidly changing energy landscape. Thank you, Mike, for your leadership at OU! Our future in energy is bright thanks to the University of Oklahoma's Energy program. Check out the OU Energy Program here: I had an absolute blast and look forward to more visits. -Stu Highlights of the Podcast 00:00 - Intro 00:47 - OU’s Energy Management Program History 01:57 - Mike McConnell’s Background & Journey 03:35 - Energy Management Program & Industry Impact 05:57 - Chris Wright’s Book & Energy Poverty 08:11 - Molecules to Electrons: Energy Transition 10:12 - The Role of Nuclear Energy 13:28 - Midstream & Pipeline Careers 15:30 - LNG Growth & Geopolitical Implications 18:12 - Student Spotlight: Piper Lawlier 20:53 - Energy’s Role in the U.S. Economy 23:37 - OU’s Move to the SEC 28:39 - Junior Students Panel Discussion 33:43 - Key Lessons from OU’s Energy Courses 35:09 - Who Does Energy Best? 37:29 - Career Aspirations & The Future of Energy 39:14 - Land Management & Renewable Contracts 41:03 - OU Football, SEC, and Bedlam Rivalry 43:40 - Closing Remarks & Mike McConnell’s Message

May 5

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy topics, including Spain's rooftop solar issues during blackouts, the U.S. House's vote to overturn California's EV mandate, and the importance of grid inertia for stability. They also delve into Hawaii's reliance on petroleum and the Jones Act's impact on LNG shipments, before covering major oil company Q1 results, including Exxon, Chevron, Shell, and BP. The hosts reflect on global energy challenges, the shifting dynamics of U.S. oil companies, and the implications of Europe's net-zero policies. Highlights of the Podcast 00:00 - Intro 02:28 - Why Spain’s Rooftop Solar Owners Weren’t Spared From the Blackout 05:19 - House Votes To Overturn Biden-Era Rule Letting California Impose EV Mandate 07:55 - Why is Grid Inertia Important? 10:40 - Hawaii Backs Natural Gas To Cut Emissions, Then Sues Oil Companies Anyway 16:27 - Markets Update 18:15 - Saudis Warn of More Supply Unless OPEC+ Cheats Fall in Line 26:34 - Ranking the Major Oil Company Q1 Results 33:21 - Outro Please see the links below or articles that we discuss in the podcast. Why Spain’s Rooftop Solar Owners Weren’t Spared From the Blackout House Votes To Overturn Biden-Era Rule Letting California Impose EV Mandate Hawaii Backs Natural Gas To Cut Emissions, Then Sues Oil Companies Anyway Why is Grid Inertia Important? Saudis Warn of More Supply Unless OPEC+ Cheats Fall in Line Ranking the Major Oil Company Q1 Results Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 3

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discussed several critical issues, including the importance of refining critical minerals and potential energy collaborations between Russia and the U.S. They highlighted concerns over the EU's green energy policies and their dependence on China, arguing that the Green New Deal could lead to deindustrialization. They also covered the growing influence of U.S. LNG exports, which are poised to become the largest export product, and stressed the need for U.S. shipbuilding reforms to improve energy trade efficiency. Additionally, they touched on the recent energy crisis in Spain and Portugal caused by a massive blackout, possibly linked to a cyberattack, revealing vulnerabilities in renewable energy systems. Highlights of the Podcast 00:00 - Intro 01:35 - UK Looks To Woo Investors Impacted by Trump Tariffs 03:53 - US Eyes Post-War Joint Business With Russia in Energy, Metals 09:08 - EQT Buys Private Marcellus E&P Olympus Energy for $1.8B 11:28 - Spain and Portugal Hit by Widespread Blackout 17:06 - California’s New Oil Drilling Permits Drop From Thousands to Dozens per Year 19:17 - EU’s Green Dream Ignores U.S. Warnings And Falls Into China’s Geopolitical Grip 23:02 - U.S. LNG will be the United States’ largest export product – Secretary Chris Wright 26:02 - Outro Please see the links below or articles that we discuss in the podcast. UK Looks To Woo Investors Impacted by Trump Tariffs US Eyes Post-War Joint Business With Russia in Energy, Metals EQT Buys Private Marcellus E&P Olympus Energy for $1.8B Spain and Portugal Hit by Widespread Blackout California’s New Oil Drilling Permits Drop From Thousands to Dozens per Year EU’s Green Dream Ignores U.S. Warnings And Falls Into China’s Geopolitical Grip U.S. LNG will be the United States’ largest export product – Secretary Chris Wright Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

May 2

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley welcomes back author Terry Etam to discuss U.S.-Canada trade tensions, the impact of tariffs, Canada's energy potential, critical mineral strategies, and the future of oil, gas, and nuclear energy. They tackle political challenges, the dangers of rail transport for oil, and the urgent need for stronger U.S.-Canada energy collaboration amid global volatility. Terry is a great friend of the podcast, and I thoroughly enjoy every chance I get to talk with one of my favorite Canadians. Please follow him on X here: @TerryEtam And check out his book here: https://a.co/d/9gHRkAa Highlights of the Podcast 00:00 - Intro 01:08 - U.S.-Canada Trade and Tariffs 02:16 - Canada's Missed Energy Independence 04:05 - Tariffs, Trade Problems, and Global Reset 04:57 - LNG Export Ban Controversy 05:10 - Leadership Failures in Canada 07:49 - Fentanyl Crisis and Border Issues 08:24 - Importance of Canadian Oil Sands 09:38 - California’s Oil Hypocrisy 10:41 - Integration of U.S. and Canadian Energy 11:45 - War in Ukraine and Global Costs 12:48 - Canada's Critical Mineral Opportunity 14:43 - Canada’s Weak Military Reality 15:11 - U.S.-Canada Energy Partnership Needed 16:58 - Green Hydrogen vs. Reality 19:22 - Oil, Gas, and Support for Nuclear 20:58 - Keystone Pipeline Shutdown Fallout 22:05 - Dangers of Rail Transport for Oil 23:01 - Closing: How to Connect with Terry Etam

May 2

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews Wasif Latif, president of Sarmaya Partners, to discuss the global impact of President Trump’s tariffs, the return to tangible assets like commodities, and the challenges and opportunities in reindustrializing the U.S. economy. They explore historical parallels to the 1970s, the role of energy, gold, and copper in today's markets, and why long-term investing in tangible assets is critical amid rising inflation and supply chain shifts. Wasif also shares insights on navigating today's volatile markets and where future growth lies. Thank you, Wasif, for your time and leadership in the investment markets. I had an absolute blast. - Stu Check out Sarmaya Partners' website here: https://sarmayapartners.com/ Please follow Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/ Highlights of the Podcast 00:00 - Intro 01:18 - Decades of Deindustrialization and Tariff Challenges 02:14 - Historical Lessons from the 1970s Inflation 05:32 - Reindustrialization: America's Shipbuilding Challenge 06:26 - The Return to Tangibles and Commodities Supercycle 08:35 - Energy, Gold, and Reindustrialization Themes 10:00 - Coal and Global Role and Energy Usage Trends 12:00 - Strengthening the U.S. Balance Sheet with Tangibles 14:29 - Bitcoin and Role in the Financial Mix 16:20 - Stock Market Volatility and Investment Strategies 20:19 - Supply Chain Shifts and Trade War Implications 23:38 - EU Military Retooling and India and Energy Growth 24:59 - Long-Term Oil Demand and Commodity Markets Outlook 26:48 - Market Patience vs. Panic: Investment Mindsets 28:04 - Where to Find Wasif Latif and Samaria ETF Information 28:34 - Closing Remarks and Appreciation For the full article, check out https://theenergynewsbeat.substack.com/

May 1

Robert Bryce stops by the Energy News Beat and The Energy Question podcasts to discuss the energy crisis, blackouts, and their causes in Spain. This is a huge warning sign for the grid operators and hopefully a wake-up call. Join Robert, David Blackmon, and Stu Turley as we discuss the financial causes and impacts of this historic blackout. Highlights of the Podcast 00:01 – Introductions 01:36 – Cause of Spain’s Blackout 03:16 – Media Spin & Denial 05:27 – Pre-Warnings Ignored 08:31 – Comparison to Texas Blackouts 10:32 – Grid Stability Concerns in the US 12:37 – Microgrids and Energy Inequality 15:02 – Media Coverage Shifts 19:22 – Cybersecurity & Grid Hardware 22:00 – Transformer Shortage 25:13 – US Energy Policy & Nuclear Hope 28:16 – Global Nuclear Trends 30:04 – Germany’s Ideological Influence 32:50 – California as a National Risk 39:54 – Oil Demand Reality 41:02 – Nuclear as Only Viable Zero-Carbon Path 42:29 – Manufacturing & LNG Fleet Gaps 45:22 – Nuclear Bipartisanship Required 48:40 – Floating Nuclear as Export Model 53:06 – SMRs: Sizzle vs. Stake 56:27 – Closing Remarks

May 1

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses a range of key energy topics, including the U.S. LNG industry’s growth as a leading export, with Secretary Chris Wright highlighting its future dominance. He touches on U.S. oil companies reducing interest expenses while focusing on fiscal responsibility, Japan's MOL expanding its LNG fleet, and India’s HPCL and ADNOC securing an LNG supply deal. Turley also emphasizes the importance of BP’s partnership with Woodside for Louisiana LNG and the need for increased shipbuilding to support U.S. LNG exports. Additionally, he raises concerns about energy challenges in California, drawing comparisons to European grid issues. Highlights of the Podcast 00:00 - Intro 01:46 - U.S. LNG will be the United States’ largest export product – Secretary Chris Wright 04:47 - U.S. oil companies spent less on interest over the last decade despite higher rates 07:27 - MOL’s LNG fleet continues to expand 09:50 - India’s HPCL, Adnoc ink LNG supply deal 12:42 - BP to supply feed gas to Woodside’s Louisiana LNG 15:24 - Outro Please see the links below or articles that we discuss in the podcast. U.S. LNG will be the United States’ largest export product – Secretary Chris Wright U.S. oil companies spent less on interest over the last decade despite higher rates MOL’s LNG fleet continues to expand India’s HPCL, Adnoc ink LNG supply deal BP to supply feed gas to Woodside’s Louisiana LNG Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 30

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses a range of energy-related topics, including the Dutch government's decision to scale back offshore wind projects to protect fisheries, the EU's reliance on Chinese green energy technology, and the implications for global power dynamics. He also covers Saipem's $590 million deal for the UK’s carbon capture project, the growing pushback against Biden's green agenda by Republicans, and the mounting climate lawsuits targeting oil companies. Additionally, Turley delves into the recent blackouts in Spain and Portugal, attributed to overreliance on solar power, highlighting the dangers of neglecting the stability of energy grids. Highlights of the Podcast 00:00 - Intro 02:48 - Dutch government scales back offshore wind to preserve fisheries 04:33 - EU’s Green Dream Ignores U.S. Warnings And Falls Into China’s Geopolitical Grip 08:19 - Saipem wins $590m deal for work on Eni’s UK CCS project 10:05 - Republicans Are Scrapping Biden’s Green Agenda To Cut Energy And Consumer Costs 12:46 - Study Blames Oil Companies For Trillions In Damages To Bolster Climate Lawsuits 13:51 - Solar Power’s Overreliance Likely Culprit In Spain And Portugal Blackouts 16:45 - Outro Please see the links below or articles that we discuss in the podcast. Dutch government scales back offshore wind to preserve fisheries EU’s Green Dream Ignores U.S. Warnings And Falls Into China’s Geopolitical Grip Saipem wins $590m deal for work on Eni’s UK CCS project Republicans Are Scrapping Biden’s Green Agenda To Cut Energy And Consumer Costs Study Blames Oil Companies For Trillions In Damages To Bolster Climate Lawsuits Solar Power’s Overreliance Likely Culprit In Spain And Portugal Blackouts Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 29

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss the recent widespread blackout affecting Spain, Portugal, and parts of France, speculating it could be linked to a cyber attack. They highlight the challenges of renewable energy reliance, emphasizing the instability of non-dispatchable power sources. The discussion moves to the geopolitical tension in Eastern Europe as the U.S. urges a split from the EU's energy transition aims, and California's steep decline in oil drilling permits is criticized. Finally, the hosts touch on the oil market, with concerns about the ongoing U.S.-China trade war and its potential impact on oil prices, despite some optimistic long-term views on oil and gas investments. Highlights of the Podcast 00:00 - Intro 01:37 - Spain and Portugal Hit by Widespread Blackout 07:26 - US Urges Eastern Europe to Split From EU Energy Transition Aims 09:17 - California’s New Oil Drilling Permits Drop From Thousands to Dozens per Year 11:58 - Big Oil Could Trim Buybacks After Price Rout – But Oil and Gas is still a good investment 17:53 - Markets Update 19:54 - Outro Please see the links below or articles that we discuss in the podcast. Spain and Portugal Hit by Widespread Blackout US Urges Eastern Europe to Split From EU Energy Transition Aims California’s New Oil Drilling Permits Drop From Thousands to Dozens per Year Big Oil Could Trim Buybacks After Price Rout – But Oil and Gas is still a good investment Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 28

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner dive into major global shifts, including the UK trying to attract investors hurt by Trump’s tariffs and the growing pushback against net-zero policies. They discuss Trump's potential post-war business deals with Russia focused on energy and minerals, highlighting complex geopolitical risks. California’s high gas prices are linked to policy-driven regulation rather than corporate greed, according to a new study. In the markets, oil prices stayed flat while EQT made headlines by acquiring Olympus Energy for $1.8 billion, signaling ongoing consolidation in the natural gas sector. Highlights of the Podcast 00:00 - Intro 01:55 - UK Looks To Woo Investors Impacted by Trump Tariffs 04:21 - Net zero realism is growing with the UK Government increasingly isolated 06:47 - US Eyes Post-War Joint Business With Russia in Energy, Metals 12:05 - Study: California Gas Prices Driven by Policy, Not Profiteering 17:35 - Markets Update 19:28 - Rigs Count Update 21:19 - EQT Buys Private Marcellus E&P Olympus Energy for $1.8B 23:54 - Outro Please see the links below or articles that we discuss in the podcast. UK Looks To Woo Investors Impacted by Trump Tariffs Net zero realism is growing with the UK Government increasingly isolated US Eyes Post-War Joint Business With Russia in Energy, Metals Study: California Gas Prices Driven by Policy, Not Profiteering EQT Buys Private Marcellus E&P Olympus Energy for $1.8B Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 26

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner highlights a wild shakeup across global energy markets: BP faces activist pressure and potential mega-merger talks after slashing renewables; $8 billion in U.S. clean energy projects collapsed, raising questions about electricity costs; Trump moves to dismantle the EPA’s endangerment finding to protect fossil fuels; tariffs reshape MENA oilfield services and boost U.S. supply chains; a possible nuclear deal with Iran could flood the market with oil; and Texas grapples with ERCOT’s grid reliability failures after $130 billion in unsustainable renewable investments. Highlights of the Podcast 00:00 - Intro 01:23 - Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity? 06:38 - Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards? 11:05 - Trump Targets EPA Endangerment Finding After Supreme Court Rulings 13:25 - Trump Tariffs Reshape MENA Oilfield Services 16:44 - How would a Nuclear Deal with Iran impact the global oil markets? 19:28 - How will ERCOT and Texas learn from the past on the grid? 22:53 - Outro Please see the links below or articles that we discuss in the podcast. Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity? Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards? Trump Targets EPA Endangerment Finding After Supreme Court Rulings Trump Tariffs Reshape MENA Oilfield Services How would a Nuclear Deal with Iran impact the global oil markets? How will ERCOT and Texas learn from the past on the grid? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 24

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses several significant topics: Texas' grid issues and the uncertain future of SB 715, which could eliminate controversial subsidies for renewables; California's new bill to permanently ban offshore oil and gas drilling, raising concerns about the state's energy security; Woodside's assessment of tariff impacts on Louisiana LNG projects; and the U.S. targeting an Iranian LPG magnate involved in evading sanctions. These stories highlight key energy policy debates and their global implications, from grid stability to international trade dynamics. Highlights of the Podcast 00:00 - Intro 01:43 - How will ERCOT and Texas learn from the past on the grid? 05:13 - Bill looking to permanently ban oil and gas activities off California 07:50 - Woodside assessing tariff impact on Louisiana LNG 09:22 - US targets Iranian LPG magnate 12:37 - Outro Please see the links below or articles that we discuss in the podcast. How will ERCOT and Texas learn from the past on the grid? Bill looking to permanently ban oil and gas activities off California Woodside assessing tariff impact on Louisiana LNG US targets Iranian LPG magnate Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 23

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy and market developments, including the potential impact of a nuclear deal with Iran on global oil markets, the EPA chief's response to media claims about waste, Trump’s new energy order targeting state-level climate laws, and India’s $2.5 billion deal for an Australian coal terminal. He also provides insights on Tesla’s stock performance for Q1 2025, highlighting the company's innovation in autonomous driving and energy storage. Turley emphasizes Tesla’s role as a technology company and advises buying the stock. Highlights of the Podcast 00:00 - Intro 02:17 - How would a Nuclear Deal with Iran impact the global oil markets? 05:01 - EPA Chief Denounces Media For Claiming ‘No Evidence’ Of Agency Waste Under Biden 06:48 - Trump Targets State-Level Climate Lawfare With New Energy Order 08:51 - Adani Ports strikes $2.5bn deal for Australian coal terminal 10:36 - How is the Tesla Stock Handling the current Quarter in 2025 12:39 - Outro Please see the links below or articles that we discuss in the podcast. How would a Nuclear Deal with Iran impact the global oil markets? EPA Chief Denounces Media For Claiming ‘No Evidence’ Of Agency Waste Under Biden Trump Targets State-Level Climate Lawfare With New Energy Order Adani Ports strikes $2.5bn deal for Australian coal terminal How is the Tesla Stock Handling the current Quarter in 2025 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 22

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses the importance of securing critical mineral processing within the U.S., highlighting China’s dominance in this area. He also covers key political and economic topics, including Trump targeting the EPA's endangerment finding and the reshaping of MENA oilfield services due to U.S. tariffs. Additionally, he explores Iraq's oil embargo, emphasizing that it is more about sovereignty than oil. Turley emphasizes the shifting geopolitical landscape and the U.S.'s efforts to regain control over its energy and trade policies. Highlights of the Podcast 00:00 - Intro 01:52 - Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control. 04:20 - Trump Targets EPA Endangerment Finding After Supreme Court Rulings 08:23 - Trump Tariffs Reshape MENA Oilfield Services 11:42 - Iraq’s Oil Embargo Was Never Just About Oil 14:06 - Outro Please see the links below or articles that we discuss in the podcast. Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control. Trump Targets EPA Endangerment Finding After Supreme Court Rulings Trump Tariffs Reshape MENA Oilfield Services Iraq’s Oil Embargo Was Never Just About Oil Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 21

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy topics, including the rise of Russian LNG exports despite EU efforts to phase it out, the implications of seized Russian assets and the U.S. gaining leverage over the EU, and the recent $8 billion loss in U.S. clean energy projects. They also touch on the U.S. military’s strike on a Houthi oil port, the recent surge in U.S. LNG exports, and the potential for BP to merge with other energy giants like Chevron or Exxon, amid challenges posed by U.K. regulatory policies. They also highlight the broader geopolitical energy landscape, focusing on Iran, China’s economic struggles, and future energy market shifts. Highlights of the Podcast 00:00 - Intro 02:15 - To Be or Not to Be – Russian LNG Revisited 04:34 - Here’s How Gas Pipelines & Seized Russian Assets Could Give The US Lots Of Leverage Over The EU 07:05 - Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity? 12:16 - U.S. Conducts Its Deadliest-Known Recent Strike on Houthi Oil Port 14:24 - US LNG exports climb to 34 cargoes 18:44 - Markets Update 23:41 - Rig Count Update 24:48 - Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards? 29:18 - Outro Please see the links below or articles that we discuss in the podcast. To Be or Not to Be – Russian LNG Revisited Here’s How Gas Pipelines & Seized Russian Assets Could Give The US Lots Of Leverage Over The EU Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity? U.S. Conducts Its Deadliest-Known Recent Strike on Houthi Oil Port US LNG exports climb to 34 cargoes Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 19

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discusses key topics impacting the energy sector, including the economic benefits of oil in Texas, the challenges posed by NEPA regulations on infrastructure projects, and the complexities of U.S. oil prices and their global trade impact. Stuart Turley and Michael Tanner highlight how falling oil prices may worsen the U.S. trade deficit, the implications of the U.N.'s carbon tax on shipping, and China’s halting of critical mineral exports amidst rising trade tensions. They also explore the U.S.'s struggles in regaining its shipbuilding capacity and the intricacies of striking trade deals, particularly with China and Malaysia’s role in oil exports. Highlights of the Podcast 00:00 - Intro 01:52 - DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION 06:59 - Why Falling Oil Prices Are Not Always Good News 11:34 - U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab 14:48 - China Halts Critical Exports as Trade War Intensifies 17:14 - Lower Oil Prices Threaten Permian Basin Growth 20:23 - The steep learning curve America faces if it wants to return to previous shipyard glory days 23:49 - How to Strike Trade Deals in Record Time 26:55 - Outro Please see the links below or articles that we discuss in the podcast. DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION Why Falling Oil Prices Are Not Always Good News U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab China Halts Critical Exports as Trade War Intensifies Lower Oil Prices Threaten Permian Basin Growth The steep learning curve America faces if it wants to return to previous shipyard glory days How to Strike Trade Deals in Record Time Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 18

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews industry veterans Mark Stansberry, author of American Needs Energy and its Natural Resources , and Steve Reese, a key figure in the LNG and data center sectors. They discuss a wide range of energy issues, including the impact of tariffs on energy prices, the rising demand for natural gas to power data centers, and the future of energy infrastructure in the U.S. The conversation also touches on the challenges of regulatory hurdles, the push for coal and LNG, and the need for reliable energy solutions amid global energy shifts. They emphasize the importance of building infrastructure and addressing energy security in light of growing demand, including from emerging markets like India and China. Thank you, Mark and Steve, for stopping by the Energy News Beat Podcast! I had an absolute blast. Highlights of the Podcast 00:00 - Intro 00:31 – Mark Stansberry’s Book Introduction 02:06 – Ethanol Discussion 02:30 – Steve Reese Introduction 03:23 – Impact of Regulatory Issues on Coal and Energy Policy 04:34 – Tariff War and Energy Implications 05:19 – AI and Data Center Energy Demand 06:02 – The Role of Natural Gas in Energy Demand 07:35 – Global Oil Market and U.S. Energy Production 08:27 – Energy Transition and Infrastructure Building 09:43 – Innovations in Energy: Triple Fracking and Microgrids 11:04 – LNG and Energy Security 12:47 – LNG Demand in Europe 13:39 – The Jones Act and U.S. Energy Independence 14:47 – Energy Policy Challenges in New York and California 17:14 – Deindustrialization in Germany and Energy Challenges 19:25 – Mark Stansberry’s New Film and Energy Documentary 20:35 – How to Find Mark Stansberry and Steve Reese 21:10 – Closing Remarks Check out Mark Stansberry's book and information here: https://www.markstansberry.com/ Check out everything on Reese Energy Consulting here: https://reeseenergyconsulting.com/

Apr 17

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key global energy issues, including America's challenges in reviving its shipbuilding industry, the potential impact of reclassifying CO2 as a non-pollutant, and the urgency of striking trade deals swiftly. He touches on OPEC+ efforts to manage overproduction and the EIA’s projection that U.S. oil production will peak in 2027. He also highlights the dynamics of global oil trade, including China's engagement with the "dark fleet" and the ongoing role of shale oil, while addressing U.S. energy policies and market shifts. Highlights of the Podcast 00:00 - Intro 01:47 - The steep learning curve America faces if it wants to return to previous shipyard glory days 05:16 - What are the Potential Effects of Reclassifying CO2 as a Non-Pollutant 08:40 - How to Strike Trade Deals in Record Time 13:03 - OPEC+ Vows to Offset 4.57 Million Bpd Overproduction by June 2026 15:18 - EIA Says U.S. Oil Production Will Peak in 2027 17:40 - Outro Please see the links below or articles that we discuss in the podcast. The steep learning curve America faces if it wants to return to previous shipyard glory day What are the Potential Effects of Reclassifying CO2 as a Non-Pollutant How to Strike Trade Deals in Record Time OPEC+ Vows to Offset 4.57 Million Bpd Overproduction by June 2026 EIA Says U.S. Oil Production Will Peak in 2027 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 16

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner breaks down the financial reality of U.S. shale drilling, citing Rystad’s analysis that shows full-cycle breakeven oil prices are now around $62.50 per barrel—higher than current WTI prices. He critiques misleading half-cycle economics and warns that current drilling may be unsustainable. Tanner also covers the IMO’s new emissions penalties for global shipping, the release of a cost calculator for compliance, and falling oil demand forecasts from the IEA amid rising recession fears. Conventional, vertical drilling may offer more profitable opportunities ahead. Highlights of the Podcast 00:00 - Intro 01:19 - Free calculator launched for shipowners to navigate IMO’s new green deal 03:58 - Lower Oil Prices Threaten Permian Basin Growth 08:44 - Markets Update 10:37 - Outro Please see the links below or articles that we discuss in the podcast. Free calculator launched for shipowners to navigate IMO’s new green deal Lower Oil Prices Threaten Permian Basin Growth Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 15

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers a range of issues impacting global energy markets and geopolitics. It discusses the UN's new emissions tax on shipping, President Trump's administration potentially shutting down NOAA's climate research division, and ABC News misleadingly attributing tornado surges to climate change. It also highlights China halting critical exports in retaliation for trade wars and OPEC adjusting its oil demand forecast amid economic uncertainty. The discussion underscores the complex relationship between tariffs, oil production, and the evolving global energy landscape. Highlights of the Podcast 00:00 - Intro 01:57 - U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab 05:14 - Trump Admin To Shut Down NOAA’s Main Climate Research Division 07:48 - ABC News Blames Tornado Surge On Climate Change—But Data Says Otherwise 10:05 - China Halts Critical Exports as Trade War Intensifies 13:55 - Energy OPEC cuts oil demand forecast, sees growing economic uncertainty on Trump trade war 17:09 - Outro Please see the links below or articles that we discuss in the podcast. U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab Trump Admin To Shut Down NOAA’s Main Climate Research Division ABC News Blames Tornado Surge On Climate Change—But Data Says Otherwise China Halts Critical Exports as Trade War Intensifies Energy OPEC cuts oil demand forecast, sees growing economic uncertainty on Trump trade war Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 14

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss several key energy topics. They delve into David Blackman's opinion on using reconciliation to streamline permitting reforms for energy projects, emphasizing the need for regulatory updates. The UK’s growing skepticism towards Chinese investments following a steel rescue is also covered, alongside the impact of tariffs on the energy storage market. Additionally, the discussion touches on the complexities of falling oil prices, the potential economic effects of a global recession, and declining oil consumption forecasts. The episode concludes with a look at market trends, including rig count drops and oil price fluctuations. Highlights of the Podcast 00:00 - Intro 01:533 - DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION 07:00 - UK Will Be More Skeptical of Chinese Investment After Steel Rescue 10:14 - The energy storage market is getting clobbered by the tariff wars. 11:38 - Why Falling Oil Prices Are Not Always Good News 18:25 - Markets Update 20:54 - Rig Counts Update 21:44 - Outro Please see the links below or articles that we discuss in the podcast. DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION UK Will Be More Skeptical of Chinese Investment After Steel Rescue The energy storage market is getting clobbered by the tariff wars. Why Falling Oil Prices Are Not Always Good News Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 12

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discuss these issues, highlighting the potential long-term impact on the oil and gas industry. The oil market has been highly volatile, with prices fluctuating between $55 and $62 per barrel, driven by President Trump's tariffs and global trade tensions. The uncertainty is fueled by concerns over a potential recession, with lowered future demand projections from OPEC and other industry forecasts. The tariffs aim to right-size trade and encourage negotiations, particularly with China, while countries like India and the EU are increasingly aligning with the U.S. as they move away from China's influence. Amidst this turmoil, oil companies must adapt to price swings, ensuring their investments are resilient. Highlights of the Podcast 00:00 - Intro 02:19 - Trump Tariffs Threaten UK Economic Stability 07:51 - Trump Threatens 50% More China Tariffs, Teases Talks With Others 09:57 - South Africa needs all the products and transportation fuels that renewables cannot provide 13:14 - Trump to sign executive orders aimed at reviving coalHow does the steel market feel about Trump’s Tariffs? 16:09 - Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates 26:40 - Outro Please see the links below or articles that we discuss in the podcast. Trump Tariffs Threaten UK Economic Stability Trump Threatens 50% More China Tariffs, Teases Talks With Others South Africa needs all the products and transportation fuels that renewables cannot provide Trump to sign executive orders aimed at reviving coalHow does the steel market feel about Trump’s Tariffs? Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 11

In this episode of Energy Newsbeat – Conversations in Energy , host Stuart Turley engages with Doug Sandridge to explore the complex issues surrounding the Diablo Canyon nuclear plant in California. They discuss the impact of the plant's closure on the Northern Chumash Tribe, as well as the tribe's efforts to purchase the land surrounding the plant from PG&E. However, the deal faces significant opposition from environmental groups and state regulators. Doug also delves into broader energy policy challenges, emphasizing the critical role of nuclear energy in California's future while criticizing the inefficiencies of alternatives like ethanol. He highlights the urgent need for leadership that prioritizes sound energy economics. Highlights of the Podcast 00:00 - Intro 01:07 - Diablo Canyon and California’s Energy Mismanagement 02:34 - The Northern Chumash Tribe's History 06:00 - PG&E and the Diablo Canyon Nuclear Plant 09:02 - Tribe's Efforts to Buy Back Land 12:54 - Diablo Canyon’s Shutdown and Advocacy Efforts 15:29 - The State’s Role in Land Ownership 18:03 - California’s Legislation on Native Land Rights 20:18 - How to Help the Tribe 22:01 - The Landman Podcast Discussion 23:27 - Germany’s Nuclear Energy Situation 27:02 - Germany’s Energy Crisis and Nuclear Revival 29:31 - Hydrogen and Energy Policies 31:01 - Ethanol and Its Economic Impact 33:01 - Leadership in Energy Policy 35:56 - Conclusion and Final Thoughts We recommend following Doug's Substack: https://douglascsandridge.substack.com/ For the entire video and Transcript: https://theenergynewsbeat.substack.com/

Apr 10

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss the impact of current events on the energy market. They cover the surge in data center demand and utility investments, the potential revival of coal through President Trump's executive orders, and the fluctuating oil prices amid ongoing trade wars and tariffs. They highlight the influence of global factors such as the U.S.-China trade tensions and the role of India in global oil imports. The conversation also touches on the stability of the energy market, with insights into the challenges and opportunities facing the oil and gas industry. Highlights of the Podcast 00:00 - Intro 02:16 - Data Center Boom Sparks Utility Spending—But How Real Is the Demand? 04:41 - How will the President Trump Executive Orders Make Coal Beautiful 08:00 - Again? 5 environmental facts about the beautiful American clean coal comeback 10:35 - Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates 22:10 - Outro Please see the links below or articles that we discuss in the podcast. Data Center Boom Sparks Utility Spending—But How Real Is the Demand? How will the President Trump Executive Orders Make Coal Beautiful Again? 5 environmental facts about the beautiful American clean coal comeback Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 9

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy and economic topics, including President Trump's executive orders aimed at reviving the coal industry, concerns about U.S. nuclear energy reliance on foreign uranium, and the impact of tariffs on the steel and oil sectors. He highlights the challenges facing the U.S. electric vehicle manufacturing boom due to policy uncertainty, the significant LNG deal between NextDecade and Aramco, and the potential long-term effects of oil price slumps. Turley emphasizes the importance of energy security and infrastructure development while offering insights on the state of various industries amidst global economic shifts. Highlights of the Podcast 00:00 - Intro 02:23 - Trump to sign executive orders aimed at reviving coal 03:34 - U.S. Nuclear is critical, and Maria Bartrimo interview points out some critical issues. 05:20 - How does the steel market feel about Trump’s Tariffs? 09:24 - NextDecade, Aramco seal 20-year LNG SPA 11:07 - Uncertainty Stalls U.S. Electric Vehicle Manufacturing Boom 13:05 - Oil Price Slump, Tariffs Hit Oilfield Services Sector 14:17 - Outro Please see the links below or articles that we discuss in the podcast. Trump to sign executive orders aimed at reviving coal U.S. Nuclear is critical, and Maria Bartrimo interview points out some critical issues. How does the steel market feel about Trump’s Tariffs? NextDecade, Aramco seal 20-year LNG SPA Uncertainty Stalls U.S. Electric Vehicle Manufacturing Boom Oil Price Slump, Tariffs Hit Oilfield Services Sector Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 8

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley breaks down the volatile energy market in light of tariff tensions between the U.S. and China, debunking rumors of postponed tariffs and emphasizing the impact on oil prices and global economics. He highlights President Trump's aggressive trade stance, the potential return of $75–$80 oil due to underinvestment in drilling, and criticizes California's climate policies under Governor Newsom for contributing to the state's decline. Turley also underscores Africa's energy potential, advocating for U.S. partnerships over handouts, and wraps with optimism for future energy solutions and international trade cooperation. Highlights of the Podcast 00:00 - Intro 01:56 - Trump Threatens 50% More China Tariffs, Teases Talks With Others 04:40 - Markets, Oil Losing Again After Tariff Postponement ‘Fake News’ 06:35 - Oil Boss Says Trump Administration Better Have a Plan Amid Rout 08:50 - How California’s Climate Crusade Fueled The Golden State’s Decline 10:57 - South Africa needs all the products and transportation fuels that renewables cannot provide 15:00 - Outro Please see the links below or articles that we discuss in the podcast. Trump Threatens 50% More China Tariffs, Teases Talks With Others Markets, Oil Losing Again After Tariff Postponement ‘Fake News’ Oil Boss Says Trump Administration Better Have a Plan Amid Rout How California’s Climate Crusade Fueled The Golden State’s Decline South Africa needs all the products and transportation fuels that renewables cannot provide Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 7

In Energy News Beat – Conversation in Energy, the host Stuart Turley and IBM’s energy leaders, Caroline Roche and Ken Saunders, explore how AI and hybrid cloud technologies are revolutionizing the energy industry. They discuss innovative grid modernization strategies—from microgrids and digital twin simulations to proactive maintenance and energy trading—highlighting how these technologies help utilities manage rising demand and operational challenges while integrating diverse energy sources like renewables, natural gas, and nuclear power. Thank you, Caroline, for stopping by the Energy News Beat podcast. I had an absolute blast. The United States needs energy leaders like you and IBM to help us get to the next level of energy security. Please connect with Caroline on her LinkedIn here: https://www.linkedin.com/in/caroline-roche/ Don't hesitate to get in touch with Ken on his LinkedIn here: https://www.linkedin.com/in/saundersken/ Highlights of the Podcast 00:00 - Intro 02:04 – IBM’s Energy Solutions & Grid Modernization 04:00 – Grid Management Challenges & Integration 06:03 – Microgrids, Energy Trading & Load Growth 08:10 – Infrastructure Safety & Resilience 11:34 – Modernization Investments & Simulation Technologies 15:06 – Nuclear Energy Challenges & Hybrid Generation Strategy 18:08 – Global Energy Policy, Tariffs & Export Opportunities 21:11 – Operational Excellence & AI-Driven Maintenance 27:13 – Conclusion & Contact Information Check out the full transcript here: https://theenergynewsbeat.substack.com/

Apr 7

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner breaks down the economic turbulence sparked by Trump’s sweeping tariffs, including a 10% tariff on UK goods and a nearly 100% effective tariff on EV batteries from China. He highlights global concern over rising prices, job losses, and market volatility, while questioning whether the move is about economic strength or managing national debt. He also covers oil’s dramatic price drop below $60, driven by OPEC+ production hikes and bearish market sentiment, warning that sustained low prices could stifle U.S. drilling and shake up the energy sector. Highlights of the Podcast 00:00 - Intro 01:50 - Trump Tariffs Threaten UK Economic Stability 07:22 - EV Battery Costs Set For Sharp Rise On Trump’s Tariffs 11:30 - Markets Update 14:58 - Rig Count Update 17::20 - Outro Please see the links below or articles that we discuss in the podcast. Trump Tariffs Threaten UK Economic Stability EV Battery Costs Set For Sharp Rise On Trump’s Tariffs Oil Price in Freefall Reorders Global Energy Landscape Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 6

In the Energy News Beat Podcast– Conversation in Energy, the host Stuart Turley, Stuart Turley speaks with Martha Zoller, host of the Martha Zoller Show, about political trends, the energy landscape, and the importance of local media. They discuss the success of conservative voices in radio and podcasts, the rising influence of "America First" candidates, and the impact of energy policies on global geopolitics. Martha also shares insights on Georgia's energy growth, the importance of education reform, and the cyclical nature of political and societal change. The conversation highlights the need for accountability and innovation in both politics and media. Thank you, Martha. I had an absolute blast talking with you, and it was an honor to have you on the podcast. Please follow Martha on her LinkedIn here: https://www.linkedin.com/in/marthazoller/ Check out Martha's Substack HERE: https://marthazoller.substack.com/ Highlights of the Podcast 00:00 - Intro 01:31 - Primary Elections and America First Movement 02:55 - Opposition and the Role of Primaries in Georgia 03:07 - The Lack of Primaries in the Democratic Party 03:50 - Conservative Media vs. Liberal Media 05:20 - Trump’s Business Conservatism 05:56 - Energy News and Alternative Media Growth 06:47 - The Importance of Local Radio 07:12 - Radio Stations and Media Growth 08:11 - President Trump’s Impact on News Cycles 08:53 - The Zelensky Visit and Trump’s Strategy 09:44 - Energy and Geopolitics in the Ukraine Conflict 10:36 - The Role of Dogecoin and the Deep State 12:02 - Fixing Government Systems and Saving Money 12:55 - The Election Process and National Integrity 14:02 - The Shifting Peace Agenda 14:54 - The Great Awakening and Political Change 15:27 - Education and College Campuses 17:15 - Education Reform and Parental Involvement 18:10 - The Collapse of Blue States and Education System 18:34 - Georgia’s Nuclear Growth and Energy Future 19:36 - Texas, Georgia, and Energy Grid Differences 20:28 - Cycles in American History and Political Change 20:39 - Where to Find Martha Zoller 21:49 - Tribute to Rush Limbaugh 22:00 - Conclusion

Apr 5

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley tackle the global energy landscape, highlighting soaring electricity costs in Europe driven by expensive LNG imports and the political consequences of energy scarcity. They discuss regime shifts, Trump’s energy strategies, the flawed hydrogen hub rollout, and the potential end of the Permian oil boom. The duo also critiques the orphan well cleanup funding inefficiencies, explores the looming crisis of aging wind and solar farms, and calls for smarter, market-driven energy policy reforms. Key themes: energy dominance, geopolitical tension, and the cost of going green. Highlights of the Podcast 00:00 - Intro 01:31 - Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersWhy the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers 04:13 - Trump admin considers killing big energy projects in Dem states 07:57 - Norway’s Oil Fund to Buy Stakes in Offshore Wind for $1.5 Billion 09:28 - Peak Permian Production – Is it near or is it past already? 12:17 - Beijing looks to put the brakes on the sale of Hutchison Ports 14:27 - New House Bill Axes Renewable Fuel Standard Over Eco Harm And Higher Gas Prices 16:24 - Trump halts historic orphaned well-plugging program 23:37 - Outro Please see the links below or articles that we discuss in the podcast. Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersWhy the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers Trump admin considers killing big energy projects in Dem states Norway’s Oil Fund to Buy Stakes in Offshore Wind for $1.5 Billion Peak Permian Production – Is it near or is it past already? Beijing looks to put the brakes on the sale of Hutchison Ports New House Bill Axes Renewable Fuel Standard Over Eco Harm And Higher Gas Prices Trump halts historic orphaned well-plugging program Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 4

In this episode of Energy News Beat - Conversation in Energy, host Stuart Turley sits down with Joe McClintock, CEO and co-founder of ILex Energy, live from NAPE, to discuss the evolving energy landscape, the impact of policy decisions, and the balance between economic growth and environmental responsibility. Joe shares insights into Ilex Energy’s innovative natural gas project in South Texas, highlighting its strategic vision, all-star team, and market potential. They also explore key topics like energy policy, LNG exports, the social cost of carbon, global energy markets, and the deindustrialization of Europe, offering valuable insights into the future of energy and investment opportunities. Thank you, Joe, for stopping by the Podcast Live at NAPE! Check out iLex Energ HERE: https://www.ilexenergycorp.com/ Highlights of the Podcast 00:07 – Introduction and Background 00:46 – Discussion on U.S. Energy Policy & Industry Trends 05:08 – Global Energy Markets & Policy Challenges 10:03 – ILex Energy’s South Texas Project 13:41 – Fundraising and Investment Strategy 16:01 – Investment Terms and Equity Opportunity 16:46 – Outlook for 2025 and Energy Industry Trends 17:39 – Closing Remarks Check out https://theenergynewsbeat.substack.com/ for the full transcript.

Apr 3

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stu Turley dive into key headlines including a coal plant implosion making way for an AI data center, Trump’s shifting stance on Putin, Colorado’s move to classify nuclear as clean energy, and the halting of a $4.7B orphan well plugging program—highlighting flaws in the current P5 licensing system and bond requirements. They also touch on market trends, a major Chevron-Tokyo Gas asset deal, and the looming issue of retiring wind and solar farms. Full of insight, energy market updates, and a hint of humor, it's a can't-miss roundup. Highlights of the Podcast 00:00 - Intro 02:36 - A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center – WSJ 05:37 - It’s Time for Trump to Get Tough With Putin – or get a new team and understand what is imporant to Putin 07:47 - Colorado’s First Step Towards Energy Sobriety 09:55 - Trump halts historic orphaned well-plugging program 19:24 - Markets Update 20:41 - EIA Crude Oil Inventories 21:28 - Double Eagle V Gets Bump 22:28 - Chevron Announces Sale of Majority Interest in its East Texas Gas Assets 26:45 - Outro Please see the links below or articles that we discuss in the podcast. A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center – WSJ It’s Time for Trump to Get Tough With Putin – or get a new team and understand what is imporant to Putin Colorado’s First Step Towards Energy Sobriety Trump halts historic orphaned well-plugging program Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 2

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses several key energy-related topics, including the resurgence of coal demand, the expansion of natural gas infrastructure in Texas and Louisiana, and China's control over global ports. He also covers the potential repeal of the EPA's 2009 Endangerment Finding, a new bill targeting the Renewable Fuel Standard, and the growing importance of natural gas and LNG. Additionally, Turley touches on foreign investments in U.S. shale gas, particularly Tokyo Gas’s acquisition of Chevron's East Texas assets, highlighting the global shifts in energy markets and policies. Highlights of the Podcast 00:00 - Intro 02:10 - New Natural Gas Pipes and LNG Terminals Shake Up Texas/Louisiana Gulf Coast – RBN Energy 04:40 - Beijing looks to put the brakes on the sale of Hutchison Ports 06:51 - Repealing EPA’s 2009 Endangerment Finding Could End Costly Climate Regs, Energy Mandates 08:45 - New House Bill Axes Renewable Fuel Standard Over Eco Harm And Higher Gas Prices 11:45 - Is Coal Dead? Surging Demand, Trump’s Recent Push, and China’s Dominance Say Otherwise 13:59 - Tokyo Gas to buy US shale gas stake from Chevron 15:38 - Outro Please see the links below or articles that we discuss in the podcast. New Natural Gas Pipes and LNG Terminals Shake Up Texas/Louisiana Gulf Coast – RBN Energy Beijing looks to put the brakes on the sale of Hutchison Ports Repealing EPA’s 2009 Endangerment Finding Could End Costly Climate Regs, Energy Mandates New House Bill Axes Renewable Fuel Standard Over Eco Harm And Higher Gas Prices Is Coal Dead? Surging Demand, Trump’s Recent Push, and China’s Dominance Say Otherwise Tokyo Gas to buy US shale gas stake from Chevron Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Apr 2

In Energy News Beat – Conversation in Energy, the host Stuart Turley, interviews James Walker, CEO of Nano Energy, discussing the company's innovative micro-reactors designed for remote and industrial applications. Walker highlights Nano Energy's recent milestones, including its NASDAQ listing and acquisition of promising assets, while emphasizing the potential of nuclear power, particularly in remote communities, data centers, and the tech industry. The conversation also touches on the future of nuclear energy, including its pivotal role in space exploration and reindustrialization, as well as the geopolitical challenges in the uranium supply. It is clear we need more nuclear energy, and I thoroughly enjoyed my interview with James. In my interview with Jay, the Founder of Nano Nuclear, we saw how the vision was going to play out, and now we are seeing it roll forward with the help from James. This is an exciting time for the United States and Nano Nuclear Energy. Check out Nano Nuclear's website here: https://nanonuclearenergy.com/ And sign up for their newsletter: Highlights of the Podcast 00:00 - Intro 00:52 - Nano Energy’s Achievements 02:14 - Micro-reactors Overview 04:06 - Mass Production Plans 04:33 - Micro-reactors vs Diesel 05:31 - Remote Applications 06:06 - Nuclear for Oil and Gas 07:13 - Military Experience 08:11 - Zeus Reactor 09:45 - Space Exploration 10:49 - AI and Data Centers 13:27 - Geopolitical Challenges 14:28 - Germany’s Energy Crisis 15:52 - U.S. Nuclear Supply and Security 17:18 - UAE’s Nuclear Success 18:28 - Investment in Nano Energy 19:18 - Future of Nano Nuclear 21:17 - Microgrids’ Importance 23:27 - Remote Applications for Hawaii 24:03 - Global Expansion 25:35 - Greenland’s Nuclear Potential 26:00 - Nuclear’s Geopolitical Role 27:07 - Conclusion Check out the entire Transcript HERE: https://theenergynewsbeat.substack.com/

Apr 1

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy industry updates on the Energy Newsbeat podcast, covering Norway's $1.5 billion investment in offshore wind, rising WTI oil prices driven by geopolitical tensions, and a U.S. federal judge blocking an offshore lease sale over endangered rice’s whales. He also explores peak Permian production and challenges in the oil sector, U.S. natural gas consumption records, and the future of LNG exports. The podcast highlights the impact of weather patterns on energy demand and anticipates upcoming political and economic shifts. Highlights of the Podcast 00:00 - Intro 01:35 - Norway’s Oil Fund to Buy Stakes in Offshore Wind for $1.5 Billion 03:08 - WTI Soars Nearly 3% on Trump’s Russia, Iran Threats 04:02 - US federal judge blocks offshore lease sale over impact on Rice’s whales 06:11 - Peak Permian Production – Is it near or is it past already? 09:02 - U.S. natural gas consumption set new winter and summer monthly records in 2024 10:47 - Outro Please see the links below or articles that we discuss in the podcast. Norway’s Oil Fund to Buy Stakes in Offshore Wind for $1.5 Billion WTI Soars Nearly 3% on Trump’s Russia, Iran Threats US federal judge blocks offshore lease sale over impact on Rice’s whales Peak Permian Production – Is it near or is it past already? U.S. natural gas consumption set new winter and summer monthly records in 2024 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 31

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley explore key energy developments, including President Trump’s potential impact on energy projects, particularly in Democratic states, and the continued fossil fuel investments by BP, Shell, and Exxon despite underwhelming returns from green energy. They highlight Alaska’s efforts to restore oil and gas leasing, with support from Native Alaskan tribes, and the geopolitical dynamics shaping global energy markets. The hosts also discuss upcoming tariffs, their potential effects on trade imbalances, and how they might influence the energy sector. The episode wraps up with insights on oil market trends and expectations for President Trump's upcoming announcements. Highlights of the Podcast 00:00 - Intro 02:20 - Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers 05:05 - BP, Shell, and Exxon Signal One Thing: Oil Isn’t Going Anywhere 07:20 - Trump admin considers killing big energy projects in Dem states 11:04 - Alaskan Tribes ‘Applaud’ Interior’s Move To Restore Oil And Gas Leasing 13:04 - Trump’s Trade Tactics Are Driving New LNG Deals 16:42 - Markets Update 18:38 - Rig Count Overview 18:53 - Energy trader Vitol eyes $3 billion sale of US shale producer, sources say 20:11 - Outro Please see the links below or articles that we discuss in the podcast. Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers BP, Shell, and Exxon Signal One Thing: Oil Isn’t Going Anywhere Trump admin considers killing big energy projects in Dem states Alaskan Tribes ‘Applaud’ Interior’s Move To Restore Oil And Gas Leasing Trump’s Trade Tactics Are Driving New LNG Deals Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 29

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner highlights a global energy pivot as major stories unfold: Heathrow’s biofuel-powered backup fails during a power outage, spotlighting Net Zero vulnerabilities; Europe’s oil giants like Equinor and Shell retreat from green pledges; Trump vows to reopen U.S. coal plants, citing energy security and global competition; China and India surge ahead with coal-fired power; and BP’s megadeal in Iraq signals renewed Western oil interest in the Middle East. Meanwhile, Canada faces pressure to follow U.S. deregulation trends or risk falling behind in energy investment. Highlights of the Podcast 00:00 - Intro 01:33 - The UK’s Heathrow Power Outage sheds light on Net Zero Policies 05:19 - Big Oil Retreats: Europe’s Energy Giants Ditch Green Pledges 08:34 - Trump Moves To Reopen Coal Plants, Citing U.S. Energy Needs And Global Competition 11:01 - Coal Coal Baby 15:10 - Canada’s looming decision: US’ EPA Deregulatory Actions will force Canada’s hand – be competitive or be left behind 19:05 - With BP’s Megadeal Approved, Is the West Back in Iraq? 22:16 - TotalEnergies CEO Not Ruling Out Return of Nord Stream Gas Pipelines 24:24 - Outro Please see the links below or articles that we discuss in the podcast. The UK’s Heathrow Power Outage sheds light on Net Zero Policies Big Oil Retreats: Europe’s Energy Giants Ditch Green Pledges Trump Moves To Reopen Coal Plants, Citing U.S. Energy Needs And Global Competition Coal Coal Baby Canada’s looming decision: US’ EPA Deregulatory Actions will force Canada’s hand – be competitive or be left behind With BP’s Megadeal Approved, Is the West Back in Iraq? TotalEnergies CEO Not Ruling Out Return of Nord Stream Gas Pipelines Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 27

In this special field edition of Energy News Beat Podcast Daily StandUp, Michael Tanner and Stuart Turley report live from an active oil field in Texas, covering top energy headlines, including the potential return of Nord Stream gas pipelines, shifting climate policies, and volatile oil markets. They discuss industry insights, crude inventory updates, and market trends while highlighting the latest from Energy News Beat. Tune in for expert analysis, energy investment tips, and a behind-the-scenes look at the American energy landscape. Highlights of the Podcast 00:01 - Intro 01:19 - TotalEnergies CEO Not Ruling Out Return of Nord Stream Gas Pipelines 03:30 - Climate Crusade Crumbles As Public Skepticism Grows 07:13 - Oil Prices Surge to Three-Week High on Supply Concerns 08:05 - Crude Oil Inventories #EnergyNews #OilAndGas #NordStream #ClimatePolicy #CrudeOil #MarketTrends #InvestInEnergy #EnergyUpdates #EnergyTalk #FossilFuels Please see the links below or articles that we discuss in the podcast. Coal Coal Baby British Oil Sector Hinges on Shell’s Future Heathrow blackout after substation fire highlights infrastructure vulnerability Canada’s looming decision: US’ EPA Deregulatory Actions will force Canada’s hand – be competitive or be left behind DAVID BLACKMON: Tesla Could Be On The Brink Of ‘Blackberry Moment’ Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show

Mar 26

In this episode of Energy News Beat Podcast, Michael Tanner and Stuart Turley break down the latest in energy and finance. They discuss major foreign investments in the U.S. since Trump took office, the Biden EPA’s overstated climate costs, Alaska’s push for South Korean LNG investors, BP’s mega deal in Iraq, and the impact of climate lawfare on federal energy policy. Plus, insights into oil markets, crude inventories, and geopolitical shifts in energy. Highlights of the Podcast 00:00 - SoftBank’s $100B investment & Nippon Steel’s bid for U.S. Steel under FTC review 02:20 - Foreign investments in the U.S.: UAE’s $1.4T, Saudi Arabia’s $600B, Japan’s Nippon Steel deal 05:39 - Biden EPA overstating climate costs & the hidden benefits of CO2 08:13 - Alaska’s $44B LNG project seeking South Korean investors 10:06 - BP’s $25B Iraq oil deal: Is the West back in Iraq? 12:14 - U.S. states using climate lawfare to undermine federal energy push 14:02 - Market updates: S&P 500, Tesla’s rebound, oil & gas price movements 19:06 - Ukraine-Russia maritime energy truce & its market impact 21:46 - API crude oil inventory draw & its effect on oil prices #OilMarkets #EnergyNews #LNG #Investing #CrudeOil #ClimatePolicy #NaturalGas #OPEC #StockMarket #Geopolitics Please see the links below or articles that we discuss in the podcast. Coal Coal Baby British Oil Sector Hinges on Shell’s Future Heathrow blackout after substation fire highlights infrastructure vulnerability Canada’s looming decision: US’ EPA Deregulatory Actions will force Canada’s hand – be competitive or be left behind DAVID BLACKMON: Tesla Could Be On The Brink Of ‘Blackberry Moment’ Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show

Mar 25

In this episode of Energy News Beat Podcast, we dive into Tesla’s critical moment—is it facing a "Blackberry moment" or just a temporary dip? We also explore Canada’s energy crossroads, the resurgence of coal despite net-zero pledges, the UK’s energy security crisis, and how Tesla’s innovations could shape the future. Tune in for key insights on the evolving energy landscape. Highlights of the Podcast 00:00 Canada’s Energy Crossroads 02:18 Tesla’s Make-or-Break Moment 05:12 Global Energy Trends & Hypocrisy 08:48 UK’s Energy Security Crisis 14:06 Tesla’s Future & Innovation #Tesla #EnergyCrisis #MarketTrends #EVRevolution #BlackberryMoment #CoalVsRenewables #UKEnergy #HeathrowBlackout #Investing #FutureOfEnergy Please see the links below or articles that we discuss in the podcast. Coal Coal Baby British Oil Sector Hinges on Shell’s Future Heathrow blackout after substation fire highlights infrastructure vulnerability Canada’s looming decision: US’ EPA Deregulatory Actions will force Canada’s hand – be competitive or be left behind DAVID BLACKMON: Tesla Could Be On The Brink Of ‘Blackberry Moment’ Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show

Mar 24

Trump announces plans to reopen coal plants, rolling back environmental regulations to boost U.S. energy production. Meanwhile, the UK faces major power struggles as Heathrow Airport's outage exposes the risks of net-zero policies and reliance on biofuels. With the UK aiming for 95% low-carbon electricity by 2030, experts question the feasibility of such an ambitious goal. At the same time, big oil companies in Europe are scaling back their green pledges. Shell and Equinor retreat from offshore wind investments, prioritizing profitability over sustainability. Rising natural gas prices continue to drive up electricity costs, while OPEC+ signals mixed messages on production cuts, adding uncertainty to global oil markets. In corporate moves, Occidental Petroleum sells $905 million in mineral assets, hinting at a possible exit from Colorado. Chevron and ExxonMobil strengthen their positions in Kazakhstan, signaling a shift in global energy investment. Tune in for a deep dive into the latest developments shaping the future of energy. #EnergyNews #OilAndGas #CoalComeback #BigOil #NetZero #NaturalGas #OPEC #EnergyCrisis #LNG #RenewableEnergy #OccidentalPetroleum #Shell #Equinor #KazakhstanOil #energymarkets Highlights of the Podcast 00:00 - Trump’s Coal Revival 00:41 - UK Power Crisis 03:56 - Ethanol Controversy 06:02 - UK’s 95% Low-Carbon Goal 08:56 - Big Oil’s Green Retreat 12:13 - Natural Gas Prices Surge 14:50 - U.S. Energy Exports 16:36 - OPEC’s Supply Tactics 28:56 - Oxy’s Asset Sale 32:52 - Kazakhstan’s Oil Influence Please see the links below or articles that we discuss in the podcast. The UK’s Heathrow Power Outage sheds light on Net Zero Policies UK Aims for 95 Percent Low Carbon Electricity by 2030 Big Oil Retreats: Europe’s Energy Giants Ditch Green Pledges Trump Moves To Reopen Coal Plants, Citing U.S. Energy Needs And Global Competition Natural Gas Prices Drive Electricity Costs Upward https://www.reuters.com/business/energy/oil-set-weekly-gain-iran-sanctions-opec-plan-rein-overproduction-2025-03-21/ https://rigcount.bakerhughes.com/ https://www.rbcrichardsonbarr.com/IndustryResearch/News.aspx?a=news&ticker=a&w=&story=202503bwire21858013r1.xml Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show

Mar 22

In this episode of the Energy News Beat Daily Standup - Week Recap, the hosts, Michael Tanner and Stuart Turley, covered a range of significant developments, including the EPA’s plan to roll back Biden- and Obama-era regulations to reduce energy costs and boost U.S. power, President Trump’s push for a peace agreement with Russia on Ukraine, and his stance on using the Federal Reserve’s leverage. Meanwhile, Germany’s first offshore wind farm, after only 15 years, is being dismantled due to unprofitability. Trump also removed a license that allowed Chevron to operate in Venezuela, which could boost the black market in oil exports. These topics highlight ongoing shifts in energy policy and geopolitics. Highlights of the Podcast 00:00 - Intro 01:09 - EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power 03:33 - Will Trump Use the Federal Reserve as Leverage, Too? 05:49 - After Only 15 Years Of Operation, Germany’s First Offshore Wind Farm Being Scrapped 07:47 - Trump Says He’ll Speak With Putin Tuesday on Ukraine Truce Push 08:58 - Trump and Putin Conclude Phone Call as US Pushes Ceasefire 11:05 - Harold Hamm: ‘Drill, Baby, Drill’ Needs $80 Oil – Or as Stu says, “Drill baby Drill when fiscally responsible” 15:09 - Chevron Out, Black Market In? The Fallout of U.S. Sanctions on Venezuela 21:44 - Outro Please see the links below or articles that we discuss in the podcast. EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power Will Trump Use the Federal Reserve as Leverage, Too? After Only 15 Years Of Operation, Germany’s First Offshore Wind Farm Being Scrapped Trump Says He’ll Speak With Putin Tuesday on Ukraine Truce Push Trump and Putin Conclude Phone Call as US Pushes Ceasefire Harold Hamm: ‘Drill, Baby, Drill’ Needs $80 Oil – Or as Stu says, “Drill baby Drill when fiscally responsible” Chevron Out, Black Market In? The Fallout of U.S. Sanctions on Venezuela Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 20

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers key energy headlines, including the impact of U.S. sanctions on Venezuelan oil, Trump's meeting with oil CEOs amid market turmoil, and a potential U.S. natural gas boom due to increased withdrawals. He discusses oil market dynamics, the Fed's decision to maintain interest rates, and geopolitical factors affecting energy prices, including tensions in the Middle East and Russia-Ukraine conflicts. He also touches on M&A activity in the oil sector, emphasizing market uncertainty. Finally, he promotes Energy Newsbeat's resources and sponsors before signing off. Highlights of the Podcast 00:00 - Intro 01:07 - Chevron Out, Black Market In? The Fallout of U.S. Sanctions on Venezuela 07:42 0 Trump to Meet Oil CEOs Amid Market Turmoil 11:55 - Price Rally Sets The Stage for U.S. Natural Gas Boom 15:19 - Markets Update 16:29 - Petroleum Status Update 18:07 - Outro Please see the links below or articles that we discuss in the podcast. Chevron Out, Black Market In? The Fallout of U.S. Sanctions on Venezuela Trump to Meet Oil CEOs Amid Market Turmoil Price Rally Sets The Stage for U.S. Natural Gas Boom Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show

Mar 19

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers key developments, including President Trump’s productive phone call with Putin pushing for a ceasefire, the U.S. discovery of $8.4 billion in rare earth minerals in coal ash landfills, and concerns over the Inflation Reduction Act’s potential $4.67 trillion cost. He highlights Crowley’s deployment of the first U.S. LNG carrier to Puerto Rico, a federal judge blocking New Jersey’s offshore wind farm, and Harold Hamm’s call for $80 oil prices. Turley also stresses the need for U.S. investment in LNG tankers and the impact of the Jones Act on energy exports. Highlights of the Podcast 00:00 - Intro 01:39 - Trump and Putin Conclude Phone Call as US Pushes Ceasefire 03:47 - Buried fortune: US finds $8.4 billion in rare earths sitting in coal ash landfills 05:14 - New Study: Inflation Reduction Act Likely To Cost Taxpayers Trillions 06:58 - Crowley deploys first US LNG carrier to supply Naturgy’s facility in Puerto Rico 08:20 - Judge Blocks NJ Offshore Wind Farm As Trump Reverses Biden’s Green Gambits 10:06 - Harold Hamm: ‘Drill, Baby, Drill’ Needs $80 Oil – Or as Stu says, “Drill baby Drill when fiscally responsible” 14:09 - Outro Please see the links below or articles that we discuss in the podcast. Trump and Putin Conclude Phone Call as US Pushes Ceasefire Buried fortune: US finds $8.4 billion in rare earths sitting in coal ash landfills New Study: Inflation Reduction Act Likely To Cost Taxpayers Trillions Crowley deploys first US LNG carrier to supply Naturgy’s facility in Puerto Rico Judge Blocks NJ Offshore Wind Farm As Trump Reverses Biden’s Green Gambits Harold Hamm: ‘Drill, Baby, Drill’ Needs $80 Oil – Or as Stu says, “Drill baby Drill when fiscally responsible” Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 18

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses a range of key stories: Germany’s first offshore wind farm is being scrapped after 15 years due to unprofitability without subsidies, highlighting challenges in renewable energy. Greenpeace faces closing arguments in a lawsuit by Energy Transfer over alleged defamation and trespassing. Hanwha Ocean secures a $1.6 billion deal for LNG-powered ships, marking a significant trend toward eco-friendly maritime transport. Wall Street anticipates oil prices in the $60 range due to tariff and OPEC+ risks. Lastly, Trump is set to speak with Putin on a potential Ukraine peace deal, with focus on land and nuclear power issues. Highlights of the Podcast 00:00 - Intro 01:47 - After Only 15 Years Of Operation, Germany’s First Offshore Wind Farm Being Scrapped 03:47 - Closing arguments set to begin in pipeline company’s lawsuit against Greenpeace 05:21 - Hanwha Ocean, Evergreen ink $1.6 billion deal for six LNG-powered containerships 06:29 - Wall Street Braces for Oil in $60s Range on Tariff, OPEC+ Risks 08:41 - Trump Says He’ll Speak With Putin Tuesday on Ukraine Truce Push 09:53 - Outro Please see the links below or articles that we discuss in the podcast. After Only 15 Years Of Operation, Germany’s First Offshore Wind Farm Being Scrapped Closing arguments set to begin in pipeline company’s lawsuit against Greenpeace Hanwha Ocean, Evergreen ink $1.6 billion deal for six LNG-powered containerships Wall Street Braces for Oil in $60s Range on Tariff, OPEC+ Risks Trump Says He’ll Speak With Putin Tuesday on Ukraine Truce Push Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 17

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner covered a range of topics. They discussed the EPA's deregulatory actions under Trump, aiming to boost American energy independence by overturning Obama-era regulations. They highlighted Trump's efforts to reshape the renewable sector and secure critical minerals, amidst geopolitical tensions. They also delved into Guyana's booming oil exports to Europe and Putin's strategies to increase Russian gas sales despite geopolitical challenges. The episode concluded with insights on current market trends in oil, natural gas, and geopolitical impacts on energy prices. Highlights of the Podcast 00:00 - Intro 01:16 - EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power 03:41 - Trump Energy Policies Reshape Renewables Sector 06:05 - Will Trump Use the Federal Reserve as Leverage, Too? 08:22 - Guyana’s Oil Exports Skyrocket—And Europe’s Refiners Love It 10:11 - Putin Wants to Sell More Russian Gas to Europe. Can He? 13:52 - Markets Update 15:25 - U.S. Rig Count Stalls as Oil Prices Keep Drillers in Check 19:14 - Outro Please see the links below or articles that we discuss in the podcast. EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power Trump Energy Policies Reshape Renewables Sector Will Trump Use the Federal Reserve as Leverage, Too? Guyana’s Oil Exports Skyrocket—And Europe’s Refiners Love It Putin Wants to Sell More Russian Gas to Europe. Can He? U.S. Rig Count Stalls as Oil Prices Keep Drillers in Check Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 15

In this episode of the Energy News Beat Daily Standup, Hosts Michael Tanner and Stuart Turley discuss Trump’s energy policies, AI’s role in bureaucracy, and market fluctuations impacting oil, gas, and natural gas prices. Plus, updates on Cheniere’s LNG expansion and the latest economic indicators, including the Strategic Petroleum Reserve's depletion, Canada’s energy tariff warning to the U.S., and UK’s shifting stance on oil and gas exploration. Highlights of the Podcast 00:07 - Intro 00:58 - Reserve Refill Begins 04:16 - Canada Warns Trump 06:40 - Strong UK Energy 08:33 - UK AI Struggle 10:47 - Energy Sec’s Policy Shift 13:22 - Cheniere LNG Expansion 14:52 - Oil/Gas Price $$ 17:49 - Sheffield: PXD Out of Inventory 22:12 - Outro Please see the links below or articles that we discuss in the podcast. Reserve Refill Begins Canada Warns Trump Strong UK Energy UK AI Struggle Energy Sec’s Policy Shift Cheniere LNG Expansion Oil/Gas Price $$ Sheffield: PXD Out of Inventory!! Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 14

In Energy News Beat – Conversation in Energy, host Stuart Turley interviews Alexander Duncan, a police officer running for U.S. Senate in Texas against John Cornyn. Duncan shares his faith-driven motivation for entering politics, emphasizing the need for leaders who honor God, support law enforcement, and advocate for conservative values. He discusses issues like energy independence, national security, government overreach, and the role of faith in governance. Turley praises Duncan’s strong constitutional knowledge and commitment to grassroots involvement, highlighting the importance of new leadership in both Texas and Washington. Thank you, Alexander, for stopping by the podcast! I look forward to more interviews on your way to the U.S. Senate. I recommend that people stop by his campaign site and his X account HERE: https://duncanforsenate.com/ https://x.com/AlexDuncanTX Highlights of the Podcast 00:00 - Intro 00:41 - First Podcast Interview 01:32 - Faith and Prayer 02:16 - Trump’s Speech and Political Landscape 03:07 - Why Enter Politics? 05:01 - Running Against Cornyn 07:13 - Energy Policy and Texas Economy 08:54 - California’s Energy Crisis 09:47 - Where to Find Duncan Online 10:48 - Fundraising Challenges and GOP Politics 11:26 - Law Enforcement Experience 12:45 - Government Spending and Foreign Aid 13:31 - Leaving NATO, the UN, and Disbanding the ATF 15:12 - Civic Education and the Constitution 17:01 - Parental Involvement in Education 18:06 - Building Support and Grassroots Engagement 19:19 - Closing Remarks For the Full Transcript, please check out The Energy News Beat Substack HERE: https://theenergynewsbeat.substack.com/

Mar 13

In this episode of Energy News Beat - Conversation in Energy, host Stuart Turley sits down with Frank Snell of Liberty Sentinel. They discuss the booming energy sector, focusing on Trump's initiatives and the future of natural gas and data centers. Frank highlights Liberty Sentinel's investments in energy assets and their innovative approach to digital currency and immigration. The conversation touches on political and economic themes, emphasizing their impact on the energy industry's future in Texas and beyond. Thank you, Frank, for stopping by the booth at NAPE! Highlights of the Podcast 00:00 - Intro 01:14 - Texas as a Data Center Hub 01:33 - Innovative Approach to Gas and Energy 02:19 - Liberty Sentinel's Gas Production Efforts 02:39 - Excitement Around Trump's Energy Initiatives 03:50 - Trump’s New Ideas on Immigration 04:55 - Stable Digital Currency Redeemable in Gold 05:40 - Addressing the Global Cabal 06:44 - Energy Politics and the Podcast’s Mission 06:53 - Contact Information and Media Coverage 07:43 - Collaboration with Energy Asset Owners 08:13 - Conclusion For the Transcript and video; https://theenergynewsbeat.substack.com/

Mar 13

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley break down top energy headlines, including South Dakota banning eminent domain for CO₂ pipelines, Trump's tariffs squeezing U.S. oil refiners, and the uncertain future of U.S. LNG dominance. They discuss India's new coal trading exchange and the looming retirement of over half of steam LNG carriers by 2030. Scott Sheffield’s revelation about Pioneer's dwindling shale inventory raises alarms about long-term production. They wrap up with oil price trends, recession risks, and shifting industry investments, highlighting the urgent need for innovation and strategic energy planning. Highlights of the Podcast 00:00 - Intro 01:18 - South Dakota Bans Using Eminent Domain For Carbon Dioxide Pipelines 03:12 - Trump Tariffs Threaten U.S. Oil Refiners 06:07 - U.S. LNG’s Kingmaker Status Has an Expiration Date 09:22 - India Plans Coal Trading Exchange as Domestic Supply Soars 10:45 - Drewry: more than half of steam LNG carriers to be scrapped by 2030 14:06 - Markets Update 16:56 - Pioneer Natural CEO Scott Sheffield on Trump’s tariffs, impact on steel business and oil prices 22:42 - Outro Please see the links below or articles that we discuss in the podcast. South Dakota Bans Using Eminent Domain For Carbon Dioxide Pipelines Trump Tariffs Threaten U.S. Oil Refiners U.S. LNG’s Kingmaker Status Has an Expiration Date India Plans Coal Trading Exchange as Domestic Supply Soars Drewry: more than half of steam LNG carriers to be scrapped by 2030 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 12

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses several major energy-related stories. These include Venezuela halting U.S. deportations after Trump revoked Chevron's license, a report highlighting how net zero policies harm economic growth without reducing emissions, and Chris Wright's plans to undo Biden's climate policies to boost U.S. energy. Other topics include Cheniere's approval for additional LNG trains, China's oil imports rising with new refinery operations, and Germany's shift in energy policies amid growing concerns over energy security. The podcast emphasizes the challenges and changes in the global energy sector. Highlights of the Podcast 00:00 - Intro 01:26 - Venezuela Stops Taking US Deportees After Trump Orders Chevron Out 02:57 - ‘Strangling Our Economy:’ Report Shows Net Zero Hampers Growth, Doesn’t Lower Emissions 04:39 - Energy Sec To Shatter Biden’s Climate Shackles, Unleash U.S. Energy Boom 07:08 - Cheniere gets FERC OK for two more Corpus Christi LNG trains 08:39 - China’s Oil Imports Could Rise as Newest Refinery Begins Trial Runs 09;36 - Germany’s New Government Is Set to Reshape Its Energy Policy 11:51 - Outro Please see the links below or articles that we discuss in the podcast. Venezuela Stops Taking US Deportees After Trump Orders Chevron Out ‘Strangling Our Economy:’ Report Shows Net Zero Hampers Growth, Doesn’t Lower Emissions Energy Sec To Shatter Biden’s Climate Shackles, Unleash U.S. Energy Boom Cheniere gets FERC OK for two more Corpus Christi LNG trains China’s Oil Imports Could Rise as Newest Refinery Begins Trial Runs Germany’s New Government Is Set to Reshape Its Energy Policy Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 11

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key topics including the collapse of the Green Revolution, the UK’s complex stance on oil and gas exploration, and the potential failure of the UK’s AI pivot due to resource and industrial challenges. He also covers the merger of Whitecap and Verdin to create a major Canadian oil producer and highlights the growing importance of natural gas as America’s top export, particularly under President Trump’s trade rebalancing. Turley emphasizes the need for strategic investments in energy and training to navigate these evolving challenges. Highlights of the Podcast 00:00 - Intro 01:30 - The Collapse of the Green Revolution 03:21 - UK Oil & Gas: Too Legit to Quit, Even for Labour 05:10 - The U.K. Pivot to AI Is Doomed From the Start 07:21 - Whitecap and Veren Merge to Create US$10-Billion Canadian Light Oil Producer 08:11 - How Natural Gas Became America’s Most Important Export – A Key export for President Trump’s rebalancing of trade. 11:33 - Outro Please see the links below or articles that we discuss in the podcast. The Collapse of the Green Revolution How Natural Gas Became America’s Most Important Export – A Key export for President Trump’s rebalancing of trade. UK Oil & Gas: Too Legit to Quit, Even for Labour Whitecap and Veren Merge to Create US$10-Billion Canadian Light Oil Producer The U.K. Pivot to AI Is Doomed From the Start Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 10

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley cover key energy and market updates, including Chris Wright’s push to refill the SPR, Canada’s tariff warning to the U.S., and China’s continued import of Iranian oil despite sanctions. They discuss Europe’s energy stance amid geopolitical tensions, the undervalued natural gas boom, and OPEC’s plan to increase oil supply. Market movements, oil prices dropping due to trade uncertainty, and the impact of tariffs on U.S. energy companies are also highlighted. They wrap up with insights on rig counts, industry trends, and expectations for the coming weeks. Highlights of the Podcast 00:00 - Intro 01:43 - Chris Wright Moves to Refill The Strategic Petroleum Reserve 05:03 - Canada’s Final US Energy Tariff Warning to Donald Trump – “A Snow Mexican Standoff” 07:22 - Sanctions Are Tangling, Not Stopping, China’s Iran Oil Trade 09:05 - Heavy Industry Is Europe’s Trump Card 11:14 - The Undervalued Energy Boom: Why Natural Gas and Commodities Are Set to Skyrocket 14:17 - Markets Update 17:59 - Rig Count Update 19:03 - Outro Please see the links below or articles that we discuss in the podcast. Chris Wright Moves to Refill The Strategic Petroleum Reserve Canada’s Final US Energy Tariff Warning to Donald Trump – “A Snow Mexican Standoff” Sanctions Are Tangling, Not Stopping, China’s Iran Oil Trade Heavy Industry Is Europe’s Trump Card The Undervalued Energy Boom: Why Natural Gas and Commodities Are Set to Skyrocket Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 9

In this episode of Energy News Beat - Conversation in Energy, host Stuart Turley sits down with Courtney Moeller at NAPE to to discuss advancements in the energy sector, including the role of technology, AI, and modular nuclear reactors in meeting energy demands. They highlight the continued need for oil, gas, and natural gas infrastructure despite investments in renewables and address misconceptions about energy production and environmental impact. Courtney emphasizes the importance of education on nuclear energy, while Stuart shares insights on industry trends, regulatory challenges, and the future of energy in 2025. Highlights of the Podcast 00:00 - Intro 00:16 - First Impressions of NAPE 00:45 - Networking & Industry Connections 01:14 - Oil & Gas Production Update 01:55 - Technology & Efficiency in Energy 02:27 - Topics Covered in Energy News 8 Podcast 02:52 - Future of Energy in 2025 04:21 - Nuclear Energy & Policy Challenges 05:43 - Modular Nuclear Reactors & Innovation 07:35 - Renewable Energy vs. Fossil Fuels 08:24 - The Hidden Costs of Solar & Wind Energy 09:26 - Closing Remarks & Contact Info For the entire transcript head to the https://theenergynewsbeat.substack.com/

Mar 8

In Energy News Beat – Conversation in Energy, Stuart Turley welcomes Wasif Latif, Co-Founder & CIO of Sarmaya Partners, for their third discussion on energy and finance. They explore the growing demand for natural gas driven by AI, the undervaluation of traditional energy sectors, and the role of commodities in investment portfolios. Wasif shares insights on Sarmaya’s thematic ETF ( LENS ), which focuses on energy, gold, uranium, and industrials. They also discuss geopolitical energy shifts, rising energy consumption, and the financial market’s delayed recognition of these trends. The conversation highlights how undervalued assets present long-term investment opportunities. Thank you, Wasif, for stopping by the podcast! Please connect with Wasif on his LinkedIn HERE: https://www.linkedin.com/in/wasiflatif/ Also, check out https://sarmayapartners.com/ Highlights of the Podcast 00:00 - Intro 01:20 - The Trump Effect & Energy Investment Landscape 02:43 - AI's Growing Demand for Natural Gas 03:42 - What Makes Sarmaya Partners Different? 07:35 - The Case for Commodities & Energy Investing 08:49 - Global Energy Consumption is Still Rising 10:43 - Bill Gates & BlackRock’s Shift on Natural Gas 13:10 - LNG’s Potential for Global Energy Security 14:50 - The Future of Energy Markets & Infrastructure 17:24 - Turley’s Law: More Renewables = More Fossil Fuels 20:07 - Sarmaya’s Thematic ETF ( LENS ) 22:26 - Key Investments: Uranium, Copper & Industrial Growth 23:36 - The Energy-Driven Commodity Supercycle 25:32 - The Market’s Mispricing of Energy Assets 27:44 - Closing Thoughts & How to Connect For the full transcript, check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/

Mar 8

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the host, Stuart Turley discusses key energy and geopolitical topics on the Energy Newsbeat podcast, highlighting Germany's economic decline due to high energy costs, Ukraine's controversial mineral deal, and Trump's potential policy shifts on climate and trade. He contrasts Russia and Texas' energy strategies with Germany's struggles, critiques Zelensky's behavior in the White House, and explores Trump's plans to reverse Biden's environmental policies. Additionally, he covers U.S. crude stockpiles, oil price fluctuations, and the broader economic implications of energy and trade policies. Highlights of the Podcast 00:00 - Intro 01:11 - Can Germany Revive Its Industry Without Cheap Energy? 03:37 - Can Trump Force Ukraine to Accept a Peace Deal? 06:38 - DAVID BLACKMON: Trump Could Upend Every Facet Of The Obama-Biden Climate Agenda In One Fell Swoop 08:24 - EU Unveils Ambitious Plan to Slash Energy Bills by €2.5 Trillion 10:35 - Trump’s Plan To End The Green Spending Grift Once And For All 12:52 - Ukraine’s Minerals Won’t Solve U.S. Supply Chain Problems 15:55 - DAVID BLACKMON: Trump Zeroes In On American Energy In Congressional Speech 17:52 - U.S. Crude Stockpiles Climb as Oil Prices Tumble Below $70 19:28 - Outro Please see the links below or articles that we discuss in the podcast. Can Germany Revive Its Industry Without Cheap Energy? Can Trump Force Ukraine to Accept a Peace Deal? DAVID BLACKMON: Trump Could Upend Every Facet Of The Obama-Biden Climate Agenda In One Fell Swoop EU Unveils Ambitious Plan to Slash Energy Bills by €2.5 Trillion Trump’s Plan To End The Green Spending Grift Once And For All Ukraine’s Minerals Won’t Solve U.S. Supply Chain Problems DAVID BLACKMON: Trump Zeroes In On American Energy In Congressional Speech U.S. Crude Stockpiles Climb as Oil Prices Tumble Below $70 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 6

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covered several key topics in his latest broadcast. He discussed Trump's focus on American energy policy, including withdrawal from the Paris Climate Accord and ending environmental restrictions. He also touched on European responses to potential sanctions changes, Texas's balancing act between AI growth and grid security, debates over the economic viability of net zero in the UK, and fluctuations in US crude oil stockpiles and prices. Turley emphasized the complexities and potential impacts of these issues on global energy markets. Highlights of the Podcast 00:00 - Intro 01:17 - DAVID BLACKMON: Trump Zeroes In On American Energy In Congressional Speech 03-16 - What Europe Can Do If Trump Drops Russia Sanctions 05:28 - Texas Seeks to Balance AI Growth and Grid Security 07:44 - Is Net Zero Worth the Price? 09:14 - U.S. Crude Stockpiles Climb as Oil Prices Tumble Below $70 11:56 - Outro Please see the links below or articles that we discuss in the podcast. DAVID BLACKMON: Trump Zeroes In On American Energy In Congressional Speech What Europe Can Do If Trump Drops Russia Sanctions Texas Seeks to Balance AI Growth and Grid Security Is Net Zero Worth the Price? U.S. Crude Stockpiles Climb as Oil Prices Tumble Below $70 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 5

You won't want to miss this fun episode of the Energy News Beat Conversations in Energy with Stu Turley and also on the Energy Impacts with David Blackmon. We have two special guests, Doug Sandridge and Mark Stansbury, who are both oil and gas executives in the industry. We will be covering some great and fun parts of the series, but we will also cover the "Drill Baby Drill" expectations from President Trump. Expectations from Washington and Hollywood don't always align. Live on X, YouTube, and LinkedIn Highlights of the Podcast 00:01 - Introduction 01:42 - First Impressions of Landman Series 03:26 - Is Landman’s Portrayal of a Landman Accurate? 08:11 - The Importance of Oil in Everyday Life 12:53 - Safety Concerns in Oil & Gas Industry 17:27 - Energy Transition vs. Energy Addition 25:47 - Future of the Show & Central Character Discussion 30:27 - Business Deals & Land Negotiations 34:29 - The Show’s Popularity & Impact 39:06 - Closing Remarks

Mar 5

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses various critical energy topics, including Trump's efforts to end green energy spending, a hedge fund's declaration that clean energy is currently unprofitable, and Delaware's soaring power bills due to green mandates. Rising energy costs in Democratic-led states are also sparking backlash, and concerns are raised about Ukraine’s minerals not solving U.S. supply chain problems. The episode highlights ongoing energy challenges, the financial implications of green energy policies, and global mineral trade issues. Highlights of the Podcast 00:00 - Intro 01:13 - Trump’s Plan To End The Green Spending Grift Once And For All 03:33 - Hedge Fund Built on Energy Bets Says ‘Clean Is Dead for Now’ 06:47 - Delaware’s Green Energy Mandates Behind Skyrocketing Power Bills, Grid Woes 09:17 - Rising Energy Bills Spark Anger Over Green Agenda In Dem-Led States 11:35 - Ukraine’s Minerals Won’t Solve U.S. Supply Chain Problems 14:37 - Outro Please see the links below or articles that we discuss in the podcast. Trump’s Plan To End The Green Spending Grift Once And For All Hedge Fund Built on Energy Bets Says ‘Clean Is Dead for Now’ Delaware’s Green Energy Mandates Behind Skyrocketing Power Bills, Grid Woes Rising Energy Bills Spark Anger Over Green Agenda In Dem-Led States Ukraine’s Minerals Won’t Solve U.S. Supply Chain Problems Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 4

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses several key energy and geopolitical topics: PetroVietnam Gas signs a long-term LNG supply deal for new power plants; Trump may overturn parts of the Obama-Biden climate agenda; OPEC+ reaffirms its commitment to oil market stability; Ukraine targets Russian oil refineries in retaliation for the ongoing war; and the EU unveils a plan to reduce energy bills by €2.5 trillion, addressing energy poverty and regulatory challenges. The episode also highlights rising energy prices and the challenges faced by Europe in transitioning to renewable energy while dealing with the fallout from the war in Ukraine. Highlights of the Podcast 00:00 - Intro 01:49 - PetroVietnam Gas seals long-term LNG supply deal for Nhon Trach power plants 03:07 - DAVID BLACKMON: Trump Could Upend Every Facet Of The Obama-Biden Climate Agenda In One Fell Swoop 04:54 - Saudi Arabia, Russia, Iraq, the United Arab Emirates, Kuwait, Kazakhstan, Algeria, and Oman reaffirm commitment to market stability on healthier oil market outlook 06:27 - Ukraine strikes a major Russian oil refinery for a second time in 3 days, an official says 08:23 - EU Unveils Ambitious Plan to Slash Energy Bills by €2.5 Trillion 10:34 - Outro Please see the links below or articles that we discuss in the podcast. PetroVietnam Gas seals long-term LNG supply deal for Nhon Trach power plants DAVID BLACKMON: Trump Could Upend Every Facet Of The Obama-Biden Climate Agenda In One Fell Swoop Saudi Arabia, Russia, Iraq, the United Arab Emirates, Kuwait, Kazakhstan, Algeria, and Oman reaffirm commitment to market stability on healthier oil market outlook Ukraine strikes a major Russian oil refinery for a second time in 3 days, an official says EU Unveils Ambitious Plan to Slash Energy Bills by €2.5 Trillion Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 3

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses several key energy and political topics, including China's discovery of a potential "limitless" energy source with thorium, the FBI's investigation into fraud related to Biden's EPA green fund, the negative economic impacts of the Inflation Reduction Act, and Germany's struggle to revive its industry without cheap energy. He also covers the repeal of the methane fee by Congress, Texas' success in reducing flaring, and President Zelensky's controversial behavior during his visit to the White House. Lastly, Turley mentions his collaboration with Reese Consulting in the natural gas sector. Highlights of the Podcast 00:00 - Intro 01:44 - China discovers ‘limitless’ energy source that could ‘power the country for 60,000 years’ 03:35 - FBI Probes For Fraud In Biden EPA’s $20B Green Fund Giveaway 04:37 - Killing IRA Subsidies Will Slash Debt, Lower Costs, And Restore Reliable Energy 06:09 - Can Germany Revive Its Industry Without Cheap Energy? 08:37 - Republican-Controlled Congress Votes to Repeal Methane Fee 10:26 - Can Trump Force Ukraine to Accept a Peace Deal? 13:28 - Outro Please see the links below or articles that we discuss in the podcast. China discovers ‘limitless’ energy source that could ‘power the country for 60,000 years’ FBI Probes For Fraud In Biden EPA’s $20B Green Fund Giveaway Killing IRA Subsidies Will Slash Debt, Lower Costs, And Restore Reliable Energy Can Germany Revive Its Industry Without Cheap Energy? Republican-Controlled Congress Votes to Repeal Methane Fee Can Trump Force Ukraine to Accept a Peace Deal? Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Mar 1

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discussed various energy topics, emphasizing Trump administration policies on natural resources and LNG exports. They highlighted the potential of critical minerals and the challenges in maintaining LNG export growth amid global competition. The conversation touched on rising natural gas prices, infrastructure needs for LNG, and the implications of energy policies in New York and Germany. Overall, they foresee significant geopolitical and economic impacts from these energy dynamics. Highlights of the Podcast 00:00 - Intro 01:12 - Trump’s Energy Czar Has Plan to ‘Map, Baby, Map’ US Oil Bounty 03:49 - U.S. LNG Exports Surge But Long-Term Growth Uncertain 06:22 - Natural Gas Prices Surged 160%—And They’re Not Coming Down Soon 08:04 - AGDC: market interest in Alaska LNG continues to rise 10:08 - NY’s Net Zero Dream Unravels As Utopian Climate Plans Face Lawsuit Woes 12:04 - Civitas Resources, Inc. Reports Fourth Quarter and Full Year 2024 Results 13:29 - Restarting Germany’s Nuclear Reactors 15:40 - Outro Please see the links below or articles that we discuss in the podcast. Trump’s Energy Czar Has Plan to ‘Map, Baby, Map’ US Oil Bounty U.S. LNG Exports Surge But Long-Term Growth Uncertain Natural Gas Prices Surged 160%—And They’re Not Coming Down Soon AGDC: market interest in Alaska LNG continues to rise NY’s Net Zero Dream Unravels As Utopian Climate Plans Face Lawsuit Woes Restarting Germany’s Nuclear Reactors FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 28

In this episode of Energy News Beat Live from NAPE – Conversation in Energy, host Stuart Turley sits down with Jeff Krimmel, an energy analyst and consultant, who shares insights into the oil and gas industry, including Oxy’s high production costs and the challenges faced by high-cost producers. They discuss the impact of carbon capture technologies, deregulation, and how regulatory changes could benefit smaller operators. Krimmel emphasizes the importance of balancing energy affordability, sustainability, and security while recognizing the need for pragmatic approaches to global energy systems. He also talks about his consulting work, helping executives make data-driven decisions, and the evolving energy landscape, including the growing role of natural gas and AI in shaping the future. This was an absolute blast with Jeff, and we are going to be talking once a month for a check into his analysis of great insights into the energy, oil, and gas markets. Thank you, Jeff, for stopping by the NAPE booth, and I am looking forward to visiting more often! I recommend following Jeff on his LinkedIn HERE: https://www.linkedin.com/in/jeffkrimmel/ And sign up for his newsletter HERE: https://jeffkrimmel.carrd.co/ Highlights of the Podcast 00:00 - Intro 01:10 - Discussion on Oxy's Business Model and Costs 04:11 - Impact of Carbon Capture on Oxy 04:44 - Investing in High-Cost Producers 06:04 - Regulatory Environment and Its Impact on Small and Mid-Tier Operators 06:34 - Regulatory Changes and Their Potential Benefits for Smaller Operators 08:39 - The Role of Major Oil Companies and ESG Considerations 10:17 - Energy Analysis and Consulting Services 15:45 - Energy Market Trends and Future Outlook 18:48 - The Future of Energy Systems and Sustainability 22:25 - Closing and Contact Information The Full Podcast Transcript is available on the Energy News Beat Substack: https://theenergynewsbeat.substack.com/

Feb 27

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses several key energy topics: the impact of Iran sanctions on oil prices, the potential for Germany to restart its nuclear reactors after a failed green energy push, and the SEC's move to scrap costly climate disclosure rules amid legal battles. He also highlights red state officials urging President Trump to investigate the EU's climate mandates, and China's expanding LNG-powered truck fleet. Turley emphasizes that LNG trucks could be a better solution than electric vehicles, pointing to China's long-term energy planning as a model for the U.S. Highlights of the Podcast 00:00 - Intro 01:14 - Trafigura: Iran Sanctions Are Biggest Bullish Catalyst On Oil Prices 02:16 - Restarting Germany’s Nuclear Reactors 04:28 - SEC Moves To Scrap Costly Climate Disclosure Rule Amid Legal Battles 05:51 - ‘Assault On American Sovereignty’: Red State Officials Urge Trump To 07:53 - Probe EU’s Corporate Climate Mandates 07:53 - China’s huge LNG-powered truck fleet continues to expand 09:13 - Outro Please see the links below or articles that we discuss in the podcast. Trafigura: Iran Sanctions Are Biggest Bullish Catalyst On Oil Prices Restarting Germany’s Nuclear Reactors SEC Moves To Scrap Costly Climate Disclosure Rule Amid Legal Battles ‘Assault On American Sovereignty’: Red State Officials Urge Trump To Probe EU’s Corporate Climate Mandates China’s huge LNG-powered truck fleet continues to expand Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 26

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner discusses several key updates: Nikola, the EV automaker, faces bankruptcy after fraud allegations and failed promises; New York's net zero climate plans are unraveling due to canceled wind projects and lost subsidies; oil and gas markets are down, influenced by economic concerns and upcoming tariffs; Civitas Energy’s stock drops after firing their COO and announcing workforce cuts despite strong financials; and Chord Energy also sees a decline in stock after reporting a slight production decrease despite high capex spending. Tanner wraps up the episode with a quick overview of market dynamics and energy news. Highlights of the Podcast 00:00 - Intro 01:10 - Green Swindle Loses Again: EV Automaker Runs Out Of Juice 02:45 - NY’s Net Zero Dream Unravels As Utopian Climate Plans Face Lawsuit Woes 05:22 - Markets Update 07:24 - Civitas Resources, Inc. Reports Fourth Quarter and Full Year 2024 Results 08:48 - Chord Energy Reports Strong Q4, Increases Dividend 09:32 - Outro Please see the links below or articles that we discuss in the podcast. Green Swindle Loses Again: EV Automaker Runs Out Of Juice NY’s Net Zero Dream Unravels As Utopian Climate Plans Face Lawsuit Woes Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 25

In this episode of the Deal Spotlight, I sat down with Eric Rice of Sovereign Capital to break down their innovative Digital Midstream Genesis project a deal that uniquely blends off-grid Bitcoin mining with oil and gas operations. Eric walks us through the history of Bitcoin, its decentralized power, and how the team leverages oil and gas byproducts (like flare gas) to achieve net negative energy costs, all while securing attractive tax benefits and delivering monthly Bitcoin distributions directly to investors. It's a fresh, compelling opportunity for accredited investors to ride the energy-crypto wave, and trust me, this is one deal you don't want to miss! If you’re interested in learning more about their project, visit sovrncapital.cashflowportal.com . Highlights of the Podcast 00:10 – Episode Intro: A Bitcoin Mining Deep Dive 02:15 – Meet Eric Rice & Sovrn Capital 04:00 – The Evolution of Money 07:10 – Bitcoin’s Cypherpunk Origins 10:30 – Proof-of-Work: Bitcoin’s Security Engine 14:41 – Altcoins Exposed 18:20 – Energy Wars: Bitcoin vs. Green Propaganda 22:45 – Sovereign’s Off-Grid Mining Model 25:36 – Net-Negative Energy Costs 28:50 – Investor Perks: Bitcoin Distributions 32:15 – Reverse Dollar-Cost Averaging 35:17 – Mining vs. Buying: Data Showdown 38:30 – Tax Loopholes & Wealth Preservation 41:45 – Bitcoin Halving & Global Adoption 45:10 – Fee Structure: Skin in the Game 48:00 – Q1: Why Not Just Buy Bitcoin? 53:15 – Q3: Trump’s Bitcoin/Energy Vision 56:40 – Bitcoin as a Life Raft 01:00:00 – How to Invest 01:02:24 – Closing: Why This Deal Matters

Feb 25

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley covers a range of energy topics in this episode of the Energy Newsbeat Daily Standup. Key stories include the surge in natural gas prices, UK sanctions on Russian oil tankers, US sanctions targeting Iran's shadow fleet, rising market interest in Alaska LNG, the growing influence of AI on energy demand, and Chenier's plans for LNG expansion. He also discusses the potential impact of LNG exports on trade imbalances, praises the strategic business moves of key figures, and invites experts to share their insights on AI's role in energy. Highlights of the Podcast 00:00 - Intro 01:42 - Natural Gas Prices Surged 160%—And They’re Not Coming Down Soon 03:25 - UK blacklists 40 shadow fleet ships 04:07 - US Imposes Fresh Sanctions Targeting Iran Shadow Fleet 05:00 - AGDC: market interest in Alaska LNG continues to rise 07:06 - American AI Is High on Its Own Supply 08:56 - Cheniere targets Sabine Pass LNG expansion FID in 2026 or 2027 10:16 - Outro Please see the links below or articles that we discuss in the podcast. Natural Gas Prices Surged 160%—And They’re Not Coming Down Soon UK blacklists 40 shadow fleet ships US Imposes Fresh Sanctions Targeting Iran Shadow Fleet AGDC: market interest in Alaska LNG continues to rise American AI Is High on Its Own Supply Cheniere targets Sabine Pass LNG expansion FID in 2026 or 2027 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 24

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discussed key trends in the global energy sector, including geopolitical shifts affecting natural gas markets and U.S. energy strategies under Trump's administration. They explored America's focus on mapping oil resources, the global race for uranium, and the surge in U.S. LNG exports with concerns about future growth. The session also touched on significant industry mergers and acquisitions, highlighting the dynamic interplay between global politics, energy strategies, and market movements. Highlights of the Podcast 00:00 - Intro 01:17 - Redrawing of global energy markets map set to heap benefits on US 03:23 - Trump’s Energy Czar Has Plan to ‘Map, Baby, Map’ US Oil Bounty 06:00 - Is the West Losing the Race for Uranium? 07:32 - U.S. LNG Exports Surge But Long-Term Growth Uncertain 12:01 - Markets Update 13:10 - Rig Count Update 14:39 - ConocoPhillips to sell interest in Gulf of America assets to Shell for $735 million 15:45 - Diamondback Energy to expand in Permian basin with $4.08 billion deal 18:30 - Outro Please see the links below or articles that we discuss in the podcast. Redrawing of global energy markets map set to heap benefits on US Trump’s Energy Czar Has Plan to ‘Map, Baby, Map’ US Oil Bounty Is the West Losing the Race for Uranium? U.S. LNG Exports Surge But Long-Term Growth Uncertain ConocoPhillips to sell interest in Gulf of America assets to Shell for $735 million Diamondback Energy to expand in Permian basin with $4.08 billion deal FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 22

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley covers key energy and geopolitical topics, including coal’s persistent demand driven by China, Trump’s use of LNG and tariffs as negotiation tools, China’s nuclear energy advancements, and California’s reliance on foreign oil as a security risk. The discussion touches on BRICS’ potential threat to the U.S. dollar, global trade deficits, and OPEC’s market influence. Additionally, the UK’s unrealistic net-zero goals and Trump’s rapid policy changes affecting oil markets are analyzed, predicting stable oil prices around $80 per barrel with long-term economic growth potential. Please see the links below or articles that we discuss in the podcast. Highlights of the Podcast 00:00 - Intro 01:02 - The End of Coal Is Nowhere In Sight 02:37 - ‘BRICS is dead’ if it messes with dollar – Trump 06:25 - Why China is Winning the Nuclear Energy Race 08:37 - California Governor Newsom has positioned the state to be a national security risk for the entire USA 10:58 - Are President Trump’s Tariffs A Good Thing? And how does LNG play into his plan? 16:35 - Will OPEC Sit Back as Non-OPEC Oil Gains Ground? 18:04 - UK Government relaunches Net Zero Council 19:49 - Trump’s Policy Deluge Is Causing Paralysis in the Oil Market 21:30 - Outro The End of Coal Is Nowhere In Sight ‘BRICS is dead’ if it messes with dollar – Trump Why China is Winning the Nuclear Energy Race California Governor Newsom has positioned the state to be a national security risk for the entire USA Are President Trump’s Tariffs A Good Thing? And how does LNG play into his plan? Will OPEC Sit Back as Non-OPEC Oil Gains Ground? UK Government relaunches Net Zero Council Trump’s Policy Deluge Is Causing Paralysis in the Oil Market Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 21

In this episode of Energy News Beat – Conversation in Energy, host Stuart Turley sits down with Rachel Collins, CEO of W Energy, discusses the company's significant investments in integration, unveiling Stream Plus, a fully integrated platform covering accounting, production, land, and field services. She highlights the importance of customizable dashboards, regulatory compliance tools, and data transparency to streamline operations in the traditionally siloed oil and gas industry. W Energy has also expanded internationally, with a strong R&D team in India, and is focusing on midstream investments and infrastructure development. Looking ahead, they plan to enhance their platform, expand their market share in North America, and introduce quarterly podcast updates to keep customers informed. Please check out W Energy Here: https://wenergysoftware.com/ Connect with Rachel on her LinkedIn here: https://www.linkedin.com/in/rachel-collins-2b8481/ Thank you, Rachel, for your time at NAPE, and I look forward to your updates next quarter. The United States' energy security needs energy. Highlights of the Podcast 00:00 - Intro 00:36 - W Energy’s Growth & Investment in Integration 01:44 - Introducing Stream Plus: Fully Integrated Platform 02:37 - Business Intelligence & Customizable Dashboards 03:41 - Addressing Industry Silos & Data Transparency 05:25 - Regulatory Compliance & Reporting Tools 08:59 - Energy Sector Growth & Global Demand 09:37 - International Expansion & R&D in India 11:54 - Midstream Investment & Infrastructure Needs 17:16 - Upcoming Product Enhancements & Roadmap 20:50 - Plans for More Frequent Podcast Updates 21:17 - Closing Remarks & Next Steps Full transcript here: https://theenergynewsbeat.substack.com/

Feb 20

In this episode of Energy News Beat - Conversation in Energy, host Stuart Turley sits down with Steve Kinard from Shalehaven Partners at NAPE to dive into the evolving landscape of energy investments. Steve shares his journey from oil & gas to Bitcoin mining and politics, shedding light on how his experiences shape his approach to energy and finance. They discuss Shalehaven’s unique investment model, the importance of fiscal responsibility in oil drilling, and the growing demand for natural gas driven by AI and data centers. Whether you’re an investor, energy enthusiast, or just curious about the future of oil & gas, this conversation is packed with valuable insights. Thank you Steve for stopping by the podcast at NAPE. I had an absolute Blast! Please check out Steve's LinkedIn and Shalehaven https://www.linkedin.com/in/steve-kinard-jr-1144b87/ Shale Haven Partners Energy Website: https://shalehaven.com/ Also, please check out Steve Reese and the gang over at Reese Consulting HERE:https://reeseenergyconsulting.com/ - They are our great sponsors on the Daily Energy News Beat show. Highlights of the Podcast 00:08 – Introduction 01:07 – Steve Kinard’s Background 03:37 – Shalehaven Partners & Oil Investment 06:13 – “Drill Baby Drill” with Fiscal Responsibility 09:26 – Energy & AI – The Growing Demand for Gas 12:02 – How to Connect with Shalehaven Full Transcript at https://theenergynewsbeat.substack.com/

Feb 20

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covered a range of significant stories today. Iranian oil exports to China have rebounded despite previous crackdowns. There's optimism around potential easing of Russia sanctions as part of a Ukraine peace deal. Diamondback Energy's $4 billion acquisition boosts their presence in the Midland Basin, solidifying their position in the Permian. The UK government's relaunch of the Net Zero Council drew criticism for its feasibility amidst current technology limitations. Trump's policies continue to impact the oil market, causing uncertainty but also potential for growth. Highlights of the Podcast 00:00 - Intro 01:03 - Iranian Oil Exports to China are rolling 01:37 - West will have to reconsider Russia sanctions as part of Ukraine peace deal – Rubio 03:40 - Diamondback Boosts Midland Basin Presence With $4-Billion Acquisition 05:01 - UK Government relaunches Net Zero Council 06:53 - Trump’s Policy Deluge Is Causing Paralysis in the Oil Market 08:35 - Outro Please see the links below or articles that we discuss in the podcast. Iranian Oil Exports to China are rolling West will have to reconsider Russia sanctions as part of Ukraine peace deal – Rubio Diamondback Boosts Midland Basin Presence With $4-Billion Acquisition UK Government relaunches Net Zero Council Trump’s Policy Deluge Is Causing Paralysis in the Oil Market Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 19

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy and geopolitical topics, including Trump's tariffs, LNG's role in trade deficits, Russia-U.S. Arctic cooperation, Iran-China oil sanctions, OPEC's market position, Musk's concerns over government spending, and EU tariffs on Chinese biodiesel. He argues that LNG exports could help reduce U.S. trade deficits and supports reducing Russian sanctions to stabilize oil prices. He also criticizes untracked federal spending and praises EU measures to protect domestic biodiesel industries. Throughout, he promotes Reese Consulting for energy services and urges viewers to engage with his platform. Highlights of the Podcast 00:00 - Intro 01:16 - Are President Trump's Tariffs A Good Thing? And how does LNG play into his plan? 07:03 - Moscow calls for joint Russia-US projects in the Arctic 08:53 - Trump’s No-Prisoners Approach to Iran-China Oil Crackdown 09:47 - Will OPEC Sit Back as Non-OPEC Oil Gains Ground? 11:17 - Musk’s DOGE claims multi-trillion gap in US government spending 11:59 - EU targets cheap Chinese biodiesel imports with anti-dumping duties 13:04 - Outro Please see the links below or articles that we discuss in the podcast. Are President Trump's Tariffs A Good Thing? And how does LNG play into his plan? Moscow calls for joint Russia-US projects in the Arctic Trump’s No-Prisoners Approach to Iran-China Oil Crackdown Will OPEC Sit Back as Non-OPEC Oil Gains Ground? Musk’s DOGE claims multi-trillion gap in US government spending EU targets cheap Chinese biodiesel imports with anti-dumping duties Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 18

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers top energy headlines, including China's rapid nuclear expansion, the EU's increased gas imports from Russia, Chevron boosting Venezuelan oil exports amid U.S. policy shifts, and ENI and TotalEnergies exporting Cyprus gas to Egypt. He highlights concerns over California's dependence on foreign oil, labeling it a national security risk. Turley emphasizes the need for the U.S. to export nuclear technology and improve energy independence. He also gives a shoutout to Reese Consulting for their expertise in natural gas auditing. Highlights of the Podcast 00:00 - Intro 01:05 - Why China is Winning the Nuclear Energy Race 03:16 - EU gas imports from Russia soar – media 04:24 - Chevron Move to Boosts Venezuelan Oil Exports Amid U.S. Policy Shift 05:36 - Eni, TotalEnergies to send Cyprus gas to Egypt’s Damietta LNG export plant 07:18 - California Governor Newsom has positioned the state to be a national security risk for the entire USA 09:47 - Outro Please see the links below or articles that we discuss in the podcast. Why China is Winning the Nuclear Energy Race EU gas imports from Russia soar – media Chevron Move to Boosts Venezuelan Oil Exports Amid U.S. Policy Shift Eni, TotalEnergies to send Cyprus gas to Egypt’s Damietta LNG export plant California Governor Newsom has positioned the state to be a national security risk for the entire USA Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 17

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy headlines, including the resilience of coal consumption despite retirements, China's potential to hack the U.S. electrical grid, and Trump's aggressive energy policies, such as unleashing LNG exports and imposing reciprocal tariffs. They highlight geopolitical and economic impacts, like BRICS nations exploring alternatives to the U.S. dollar and potential Russia-Ukraine peace talks affecting oil markets. The episode wraps up with financial market updates, crude oil trends, and a sponsor shoutout. Highlights of the Podcast 00:00 - Intro 01:23 - The End of Coal Is Nowhere In Sight 03:02 - Coal Consumption Remains High in the United States 04:03 - Could China Hack Our Electric Grid? – in 4 words – Yes and How Soon? The Real Question – Is Mayorkas in on it? 05:20 - ‘BRICS is dead’ if it messes with dollar – Trump 10:09 - Trump Unleashes LNG and Drilling Free-for-All 14:21 - Markets Update 16:22 - Rig Count Overview & Summary Count 17:11 - Diamondback in talks to buy Double Eagle for more than $5 billion, source says 19:06 - Outro Please see the links below or articles that we discuss in the podcast. The End of Coal Is Nowhere In Sight Coal Consumption Remains High in the United States Could China Hack Our Electric Grid? – in 4 words – Yes and How Soon? The Real Question – Is Mayorkas in on it? ‘BRICS is dead’ if it messes with dollar – Trump Trump Unleashes LNG and Drilling Free-for-All FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Feb 15

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discussed global pushback on climate policies, Trump’s regulatory agenda for the energy sector, and challenges in reducing oil prices. They analyzed the economic impact of green energy policies, revealing concerns over misallocated taxpayer funds and rising energy costs. The show also highlighted BP’s activist investor shake-up, Iran’s defiance against U.S. sanctions, and Trump’s surprise move to initiate peace talks with Russia on Ukraine. Highlights of the Podcast 00:00 - Intro 01:21 - Swiss Voters Reject Emission Curbs Over Economic Concerns 03:49 - Pushback Begins Against Trump’s Oil Agenda 08:21 - Iran Says Trump’s Maximum Pressure Will Fail to Drive Its Oil Exports to Zero 10:44 - BP shares pop 7% after reports activist hedge fund Elliott has taken a stake in the struggling British oil major 12:31 - How has green energy policies impacted the environment, society, and our financial systems? DOGE found that the Inflation Reduction Act was funding change. 15:58 - US stuns European allies, opens Ukraine peace talks with Russia 17:30 - Outro Please see the links below or articles that we discuss in the podcast. Pushback Begins Against Trump’s Oil Agenda Iran Says Trump’s Maximum Pressure Will Fail to Drive Its Oil Exports to Zero BP shares pop 7% after reports activist hedge fund Elliott has taken a stake in the struggling British oil major How has green energy policies impacted the environment, society, and our financial systems? DOGE found that the Inflation Reduction Act was funding change. US stuns European allies, opens Ukraine peace talks with Russia FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Feb 14

In Energy News Beat – Conversation in Energy , Stuart Turley speaks with Congressman Pat Harrigan of North Carolina’s 10th District about national security, energy independence, and government accountability. Harrigan shares his journey from the military to politics, expressing concerns over past administrations’ weak foreign policies and emphasizing the critical role of energy security in national security. He discusses efforts to cut regulations, support small businesses, and ensure strong leadership under President Trump. Harrigan also highlights the need for government transparency, encourages public engagement, and shares a personal note on balancing family life with political duties. Please follow and support Congressman Pat Harrigan on his X Account and Congressional Website Here: X https://x.com/RepPatHarrigan House Website: https://harrigan.house.gov/ Highlights of the Podcast 00:00 - Intro 00:45 – Military Service & Leaving Due to Political Influence 01:59 – The Fall of Afghanistan & Running for Congress 04:08 – U.S. Foreign Policy & National Security Concerns 04:57 – Energy Independence as National Security 06:29 – Exposing Government Corruption & Deep State Issues 08:21 – The Shift to "America First" & GOP Challenges 09:22 – National Debt & Ukraine Aid Concerns 10:02 – Military Equipment, Border Security & Cartels 11:28 – Trump’s Leadership & Future Political Strategy 13:33 – Reducing Regulations & Supporting Small Businesses 14:51 – How the Public Can Engage & Influence Policy 16:05 – Balancing Politics & Family Life 17:34 – Final Thoughts & Call to Action

Feb 13

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses various significant energy and geopolitical developments. These include President Trump's push for peace talks with Russia over Ukraine, Saudi Arabia’s expansion of its Texas refinery, crude oil price trends, potential impacts of Trump's second term on energy policy, and Shell’s forecast for LNG demand growth. Turley also highlights the importance of LNG exports in U.S. trade and the need for infrastructure improvements, such as repealing the Jones Act. Additionally, he touches on Trump’s orders for federal agencies to comply with Musk’s DOGE cuts, calling out corruption in politics. Highlights of the Podcast 00:00 - Intro 01:27 - US stuns European allies, opens Ukraine peace talks with Russia 03:00 - Saudi Arabia’s Texas Refinery Just Made a Power Move 03:36 - Crude Oil Price Forecast: Crude Oil Reclaims $72.83, Targets Higher Resistance Levels 04:30 - Will Trump’s second term change the future of energy? 05:54 - Shell expects significant near-term LNG demand growth 08:11 - Trump orders federal agencies to comply with Musk’s DOGE cuts 09:31 - Outro Please see the links below or articles that we discuss in the podcast. US stuns European allies, opens Ukraine peace talks with Russia Saudi Arabia’s Texas Refinery Just Made a Power Move Crude Oil Price Forecast: Crude Oil Reclaims $72.83, Targets Higher Resistance Levels Will Trump’s second term change the future of energy? Shell expects significant near-term LNG demand growth Trump orders federal agencies to comply with Musk’s DOGE cuts Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 12

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covering major energy and geopolitical developments. He discusses the impact of green energy policies, alleging misallocated funds in the Inflation Reduction Act, and critiques renewable investments, arguing they increase fossil fuel dependency. He highlights the Trump administration's halt on EV charging network funding, Russia’s resilience in oil trade despite sanctions, and BP’s strategic shift back to oil and gas. He also touches on the UK and US declining to sign the Paris AI declaration, warning about global AI governance. The episode concludes with a sponsor plug for Reese Consulting. Highlights of the Podcast 00:00 - Intro 01:38 - How has green energy policies impacted the environment, society, and our financial systems? DOGE found that the Inflation Reduction Act was funding change. 05:05 - Trump Admin Halts Billions In Funding For Biden’s Troubled EV Charging Network 06:07 - Russia Says Sanctions Shouldn’t Hinder Oil Trade With India 09:16 - BP Teases Fundamental Reset of Strategy to Boost Returns and Cash 11:02 - UK and US Fail to sign Paris AI declaration 11:48 - Outro Please see the links below or articles that we discuss in the podcast. How has green energy policies impacted the environment, society, and our financial systems? DOGE found that the Inflation Reduction Act was funding change. Trump Admin Halts Billions In Funding For Biden’s Troubled EV Charging Network Russia Says Sanctions Shouldn’t Hinder Oil Trade With India BP Teases Fundamental Reset of Strategy to Boost Returns and Cash UK and US Fail to sign Paris AI declaration Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 11

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner breaks down key energy headlines, including Iran's pushback against Trump's oil sanctions, New Jersey Governor Murphy’s reversal on offshore wind projects, and the GOP’s plan to cut EV tax credits. He also analyzes market trends, BP’s stock surge driven by activist investor Elliott Management, and the broader impact of shifting energy policies. The episode highlights key developments, market reactions, and investment opportunities in oil and gas. Highlights of the Podcast 00:00 - Intro 01:09 - Iran Says Trump’s Maximum Pressure Will Fail to Drive Its Oil Exports to Zero 03:31 - Gov. Murphy Pulls Plug On Offshore Wind Projects Over High Costs, Supply Chain Woes 05:51 - GOP Move To Slash EV Tax Credits, Challenge Biden’s Green Subsidies 09:51 - Markets Update 11:21 - BP shares pop 7% after reports activist hedge fund Elliott has taken a stake in the struggling British oil major 13:11 - Outro Please see the links below or articles that we discuss in the podcast. Iran Says Trump’s Maximum Pressure Will Fail to Drive Its Oil Exports to Zero Gov. Murphy Pulls Plug On Offshore Wind Projects Over High Costs, Supply Chain Woes GOP Move To Slash EV Tax Credits, Challenge Biden’s Green Subsidies BP shares pop 7% after reports activist hedge fund Elliott has taken a stake in the struggling British oil major Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 10

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley, dive into a variety of timely energy industry developments. They examine the implications of Swiss voters rejecting stringent emissions limits due to economic concerns and assess a $300 billion global investment in nuclear energy amid questions over potential impacts from AI advancements. The team also discusses mounting resistance to Trump’s oil policies, shifts in industry practices toward more financially disciplined drilling, and the geopolitical ramifications of Trump’s interactions with Putin on Ukraine, which could influence energy markets. Additionally, they highlight U.S. oil rig count changes, review a significant DJ Basin transaction involving Bayswater and Prairie Operating, and analyze how market fundamentals continue to challenge efforts to drive oil prices substantially lower. Overall, the episode provides a detailed snapshot of key energy trends and emerging challenges facing the sector. Highlights of the Podcast 00:00 - Intro 01:59 - Swiss Voters Reject Emission Curbs Over Economic Concerns 04:29 - $300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek 08:13 - Pushback Begins Against Trump’s Oil Agenda 12:51 - Trump says he has spoken to Putin about Ukraine – media 13:27 - Why Keith Kellogg’s Plan is DOA: Avoiding the Catastrophic Downside Risk of Russo-Ukraine Negotiations 17:34 - Markets Update 19:17 - Rig Counts Update 19:30 - Bayswater Enters Sale Agreement for DJ Basin Assets 25:37 - Outro Please see the links below or articles that we discuss in the podcast. Swiss Voters Reject Emission Curbs Over Economic Concerns $300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek Pushback Begins Against Trump’s Oil Agenda Trump says he has spoken to Putin about Ukraine – media Why Keith Kellogg’s Plan is DOA: Avoiding the Catastrophic Downside Risk of Russo-Ukraine Negotiations Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 8

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley recap their week, reflecting on a successful expo and discussing major energy and geopolitical developments. Key topics include Elon Musk's involvement in government efficiency, Russia's record-high gas exports via TurkStream, USAID’s alleged corruption, China imposing tariffs on U.S. LNG, and Germany's urgent need to stop deindustrialization. They debate the implications of Musk's influence, the strategic role of natural gas in global politics, and the importance of deregulation under the new EPA leadership. The discussion underscores the shifting energy landscape and its political entanglements. Highlights of the Podcast 00:00 - Intro 01:43 - Musk gains ‘full access’ to US Treasury system 03:40 - Russian gas exports via key Black Sea pipeline hit historic high – Reuters 07:12 - USAID tried to block DOGE audit 13:02 - China to impose tariff on US LNG 15:59 - New EPA Chief Lee Zeldin Targets Anti-Trump Bureaucrats, Vows to Fill Key Roles 17:59 - Germany must act immediately to stop deindustrialisation, union urges 20:48 - Outro Please see the links below or articles that we discuss in the podcast. Musk gains ‘full access’ to US Treasury system Russian gas exports via key Black Sea pipeline hit historic high – Reuters USAID tried to block DOGE audit China to impose tariff on US LNG New EPA Chief Lee Zeldin Targets Anti-Trump Bureaucrats, Vows to Fill Key Roles Germany must act immediately to stop deindustrialisation, union urges Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 7

In this episode of Energy News Beat - Conversation in Energy, Stuart Turley and guest Mike Umbro break down California's mounting energy crisis, highlighting how the state's overreliance on imported oil and flawed renewable policies—compounded by a cumbersome permitting process—are driving up costs and destabilizing the grid. They advocate for innovative, local solutions, such as transforming mature oil fields into synthetic geothermal power plants, to secure affordable energy, boost economic growth, and address the broader national energy emergency. I have always loved having Mike on my podcasts; he is a real friend of the show. Please reach out to him on his LinkedIn here: https://www.linkedin.com/in/mikeumbro/ Thank you, Mike, and I loved your comment about how President Trump needs to help fix California. As it is the largest economy, it will make a significant impact on the total numbers for inflation and lower prices. I was in the camp of let's just let California slide off into the ocean, but Mike is right: California is worth fighting for. It will just take a lot of hard work. Highlights of the Podcast 00:00 - Intro 00:52 – Washington, D.C. Encounter & DOE Project Discussion 03:35 – Trump’s National Energy Emergency Declaration 04:29 – Critique of California’s Energy Policies and Oil Imports 06:32 – Grid Reliability and the Promise of Geologic Thermal Energy Storage 15:54 – Economic Impact and the Importance of Local Energy Production 21:49 – Regulatory & Permitting Hurdles in California 27:16 – Educational Outreach and Shaping the Energy Narrative 31:18 – Broader National Energy Security & Critique of “All Electric” Mandates 41:03 – Future Projects and the Path Forward

Feb 6

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner, Stuart Turley and Rey Trevino III covered a wide range of topics. They started with Germany's flawed climate policies and urgent calls to prevent deindustrialization. They discussed Trump's tariffs on the EU and the strategic implications of rare earth minerals in Ukraine. The conversation touched on energy market impacts, including sharp declines in oil and gas prices following an unexpected EIA report showing a significant inventory build. The discussion highlighted geopolitical tensions and market dynamics, emphasizing the role of natural gas imports in Europe amid global economic uncertainties. Highlights of the Podcast 00:00 - Intro 01:49 - Two year review exposes Germany’s climate policy fog 02:23 - Germany must act immediately to stop deindustrialisation, union urges 05:26 - Making sense of Trump’s tariffs, what should the EU expect? 07:40 - Zelensky admits Ukraine doesn’t control rare-earths Trump wants 14:56 - Markets Update 15:50 - EIA: Crude Oil Inventory Report 17:52 - Outro Please see the links below or articles that we discuss in the podcast. Germany must act immediately to stop deindustrialisation, union urges Making sense of Trump’s tariffs, what should the EU expect? Zelensky admits Ukraine doesn’t control rare-earths Trump wants Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 5

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley, along with guest Rey Trevino III, dive into a whirlwind of energy headlines and market updates. They discuss China’s new tariffs on U.S. LNG—introduced as a countermeasure to recent U.S. tariffs—President Trump’s controversial call for Ukraine to supply rare earth minerals, and South Africa’s bold stance against U.S. mineral imports. The conversation also covers the appointment of a new EPA chief focused on deregulation, the financing of LNG-powered container ships, and dynamic shifts in U.S. oil production and energy policy. All of these topics are examined with spirited commentary, humor, and incisive debate. Highlights of the Podcast 00:00 - Intro 02:58 - China to impose tariff on US LNG 06:29 - Trump demands rare-earth metals from Ukraine 07:21 - South African minister calls for halt to mineral exports to US 09:15 - New EPA Chief Lee Zeldin Targets Anti-Trump Bureaucrats, Vows to Fill Key Roles 11:16 - Hapag-Lloyd wraps up financing for 24 LNG-powered containerships 14:59 - Market Updates 17:03 - U.S. API Weekly Crude Oil Stock 20:04 - In win for Trump, oil giant Shell walks away from major New Jersey offshore wind farm 24:19 - Outro Please see the links below or articles that we discuss in the podcast. China to impose tariff on US LNG Trump demands rare-earth metals from Ukraine South African minister calls for halt to mineral exports to US New EPA Chief Lee Zeldin Targets Anti-Trump Bureaucrats, Vows to Fill Key Roles Hapag-Lloyd wraps up financing for 24 LNG-powered containerships In win for Trump, oil giant Shell walks away from major New Jersey offshore wind farm Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 4

In this episode of Energy News Beat - Conversation in Energy, Stuart Turley and George McMillan dive into the shifting global energy landscape, exploring why Putin has no reason to negotiate with the West, how Russia’s energy strategy is reshaping economies, and why Europe’s industrial decline is fueling a rise in populism. They break down Trump’s “peace through strength” approach, the future of Nord Stream, and the geopolitical power plays influencing global markets. Tune in for a thought-provoking discussion that challenges mainstream narratives and reveals the real forces driving international energy politics. Highlights of the Podcast 00:07 – Introduction 01:25 – Global Turmoil in a Short Timeframe 02:51 – Trump’s Position on Ukraine & Russian Negotiations 06:17 – Geopolitical Manipulation of Energy Markets 11:43 – Trump’s Strength-Based Approach to Russia 16:53 – Energy as a Political Weapon 24:06 – Why Putin Has No Reason to Negotiate with the U.S. 29:48 – Western Media & Political Strategy Missteps 33:59 – The Collapse of European Industry & Rise of Populism 38:25 – Potential Rebuilding of Nord Stream by Germany 52:03 – Putin’s Best Strategy: Do Nothing 58:21 – Final Thoughts

Feb 4

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner cover a range of hot topics from the significant impact of oil tariffs on U.S. refiners to USAID's controversial attempt to block a DOGE audit, linking it to broader governmental and geopolitical issues. They explore Greenland’s untapped energy and mineral potential, debate the opaque management of $200 billion in U.S. aid to Ukraine, and highlight Shell’s anticipated midyear LNG Canada launch. Alongside market updates on oil, natural gas, and major earnings reports from Chevron and ExxonMobil, the discussion also raises constitutional concerns regarding unelected bureaucrats and the shifting power dynamics in U.S. energy policy. Highlights of the Podcast 00:00 - Intro 01:52 - Tariffs on Oil Are a Major Problem for U.S. Refiners 03:38 - USAID tried to block DOGE audit 09:32 - The Geopolitics and Energy Potential of Greenland 10:27 - Zelensky has no idea where most of ‘$200 billion’ in US aid went 11:10 - Shell still expects mid-year launch for LNG Canada 14:58 - Markets Update 17:38 - Chevron Reports Fourth Quarter 2024 Results 18:53 - ExxonMobil Announces 2024 Results 19:38 - Outro Please see the links below or articles that we discuss in the podcast. Tariffs on Oil Are a Major Problem for U.S. Refiners USAID tried to block DOGE audit The Geopolitics and Energy Potential of Greenland Zelensky has no idea where most of ‘$200 billion’ in US aid went Shell still expects mid-year launch for LNG Canada Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 3

In this episode of the Energy News Beat Daily Standup, the host,discusses several key developments: Elon Musk, under Trump's "Doge" initiative, aims to cut $1 trillion in wasteful Treasury spending, uncovering alleged corruption in payments to dubious groups. China plans to sue the U.S. over Trump’s new tariffs, which Turley supports as necessary despite potential short-term pain. Canada retaliates with tariffs, which Turley critiques as hypocritical given its existing high tariffs on U.S. goods. Russian gas exports via the TurkStream pipeline hit record highs, potentially easing EU deindustrialization and influencing Trump’s geopolitical strategy. Lastly, the Senate confirmed Lee Zeldin as EPA head, aligning with Trump’s push to slash climate regulations, a move Turley applauds. Turley emphasizes pro-Trump policies, deregulation, and tough trade stances as solutions to economic and energy challenges. Highlights of the Podcast 00:00 - Intro 01:38 - Musk gains ‘full access’ to US Treasury system 03:34 - China to sue US over Trump’s new tariffs 04:55 - Canada strikes back with tariffs 07:16 - Russian gas exports via key Black Sea pipeline hit historic high – Reuters 10:50 - Senate Confirms Lee Zeldin To Head EPA As Trump Vows To Trim Climate Regs 11:34 - Outro Please see the links below or articles that we discuss in the podcast. Musk gains ‘full access’ to US Treasury system China to sue US over Trump’s new tariffs Canada strikes back with tariffs Russian gas exports via key Black Sea pipeline hit historic high – Reuters Senate Confirms Lee Zeldin To Head EPA As Trump Vows To Trim Climate Regs Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Feb 2

In the Energy News Beat – Conversation in Energy with Stuart Turley, talks with Steve Reese to discuss the global energy sector’s current challenges and opportunities, particularly focusing on Europe’s energy security amid Germany’s reliance on Russian natural gas. They highlight American Gas Partners' role in supplying LNG to Germany and Poland as a solution to the energy crisis. The conversation also covers the influence of green energy policies, the role of natural gas in global markets, and the positive impact of Environmental, Social, and Governance (ESG) initiatives on energy companies. Steve delves into the potential of uncompleted wells and legacy basins in North America, as well as hydrogen’s future in energy production. The discussion offers valuable insights into the evolving energy landscape and sustainable energy practices. This is an excellent episode with Steve as we talk about key industry issues and leaders. Steve is a national treasure in the energy space, and he knows the natural gas markets. We are also thrilled they will sponsor the daily show for Reese Consulting and Reese Training. We recommend you connect with Steve on his LinkedIn and his websites. Thank you, Steve, for your time, leadership, and friendship and for stopping by the podcast! - Stu Steve Reese LinkedIn: https://www.linkedin.com/in/steve-reese-185a86/ Reese Energy Consulting: https://reeseenergyconsulting.com/ Reese Energy Training: https://reeseenergytraining.com/ Highlights of the Podcast 00:07 - Introduction 01:34 - Trump’s Cabinet Picks 02:31 - Germany’s Energy Crisis 05:24 - Natural Gas Supply Solutions 09:09 - Geopolitical Issues & Energy 12:23 - ESG’s Positive Impact 13:06 - Uncompleted Wells & Legacy Basins 14:05 - Diversification in Gas Production 17:15 - Hydrogen & Power Plants 19:27 - Future Collaborations Full Transcript on https://theenergynewsbeat.substack.com/

Feb 1

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley highlight key developments: President Trump's Davos speech advocates coal as a critical backup for grid stability, countering rapid renewable transitions. They discuss Stargate, a $500 billion AI data center project in Texas backed by tech giants, raising concerns over its ambitious goals and ties to agencies. Europe's debate over U.S. LNG imports amid declining gas demand and price sensitivity is analyzed, alongside Halliburton's mixed Q4 earnings showing resilience despite a slight annual dip. Russian LNG exports to the EU hit record highs, underscoring persistent energy dependencies despite sanctions. The hosts also address Earth's finite resources, advocating nuclear energy as a sustainable solution while critiquing renewables and emphasizing pragmatic energy strategies. Highlights of the Podcast 00:00 - Intro 00:54 - Trump Reignites Coal Industry at Davos – Make Coal Great Again MCGA 02:49 - Stargate’s first data center is underway in Texas. Public filings show how much it will cost to build. 05:39 - Europe doesn’t need US gas, but might buy it anyway 09:41 - Halliburton Posts Quarter-on-Quarter Income Rise 11:48 - Russian LNG exports hit new record – Kpler 14:16 - Planet Earth’s natural resources are limited to its 8 billion residents 16:31 - Outro Please see the links below or articles that we discuss in the podcast. Trump Reignites Coal Industry at Davos – Make Coal Great Again MCGA Stargate’s first data center is underway in Texas. Public filings show how much it will cost to build. Trump Seizes Wartime Powers in Battle for More Fossil Fuels Halliburton Posts Quarter-on-Quarter Income Rise Russian LNG exports hit new record – Kpler Planet Earth’s natural resources are limited to its 8 billion residents FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Jan 31

In the Energy News Beat – Conversation in Energy with Stuart Turley is joined by author and energy consultant Ronald Stein for a thought-provoking discussion on the complexities of energy policy, sustainability, and the transition to renewable energy. They explore the indispensable role of oil in manufacturing and energy production, highlighting its connection to over 6,000 everyday products while addressing the challenges of moving to renewables like wind and solar. The conversation delves into the environmental and ethical concerns of mining materials for EV batteries, the economic impact of misguided energy policies, and the inefficiencies of current green energy initiatives. Stein emphasizes the need for energy literacy, conservation, and efficiency, advocating for a balanced approach that includes nuclear power as a clean, reliable energy source. The episode concludes with insights into global energy trends and the importance of strategic planning to ensure a sustainable and economically viable energy future. https://www.americaoutloud.news/author/ronald-stein-p-e/ Sign up for Energy Literacy articles from Ronald Stein Highlights of the Podcast 00:00 - Intro 00:58 - Oil Dependency and Renewable Energy Challenges 03:26 - Correlation Between Renewables and Fossil Fuel Usage 04:00 - Ethical and Environmental Issues in EV Battery Production 06:00 - California’s Energy Paradox 09:15 - The Global Push for Green Energy 14:00 - The Role of Oil in Modern Society 20:01 - Future of Energy: Conservation and Nuclear Power 33:32 - Predictions for 2025 and Energy Trends 40:08 - Closing Remarks and Call to Action Full Transcript at https://theenergynewsbeat.substack.com/

Jan 30

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy-related topics in the Energy News Beat daily, highlighting challenges and developments in the sector. Big Oil faces earnings slumps, pressuring investor payouts, while global energy dynamics are strained by limited natural resources and geopolitical tensions, such as Ukraine's drone strikes on Russian oil refineries. Turley critiques the gap between ambitious Sustainable Development Goals and their real-world implementation, emphasizing the need for practical solutions like nuclear energy and LNG. He praises the Philippines' $3.3 billion LNG-to-power deal as a step toward cleaner energy but calls for strategic shifts, including ending the Ukraine war and reevaluating energy policies in the EU and U.S. to ensure sustainable, cost-effective solutions. Highlights of the Podcast 00:00 - Intro 01:21 - Big Oil Earnings Slump Puts Payouts to Investors Under Pressure 03:20 - Planet Earth’s natural resources are limited to its 8 billion residents 05:36 - Ukraine Drones Hit Second Russian Oil Refinery in Less Than a Week 06:48 - Sustainable Development Goals great on paper, not in real world 08:49 - Three firms seal $3.3 billion LNG-to-power deal in Philippines 10:52 - Outro Please see the links below or articles that we discuss in the podcast. Big Oil Earnings Slump Puts Payouts to Investors Under Pressure Planet Earth’s natural resources are limited to its 8 billion residents Ukraine Drones Hit Second Russian Oil Refinery in Less Than a Week Sustainable Development Goals great on paper, not in real world Three firms seal $3.3 billion LNG-to-power deal in Philippines Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 29

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers several critical energy developments: a Chinese AI startup disrupting the tech market amid security concerns, Ukraine's energy infrastructure teetering on collapse due to ongoing Russian attacks, and a new record in Russian LNG exports, with the EU accounting for more than half of the total. He also discusses Stargate’s new natural gas plant in Abilene, Texas, set to power a data center, and President Trump’s vision for unleashing America's energy potential through low-cost, sustainable energy solutions, especially natural gas. The episode emphasizes the global energy landscape and the U.S.'s pivotal role in shaping future markets. Highlights of the Podcast 00:00 - Intro 01:00 - How a Chinese AI Startup Just Shook the Tech Market Amid Security Concerns 02:23 - Ukrainian energy infrastructure on verge of collapse – Forbes 03:36 - Russian LNG exports hit new record – Kpler 06:04 - An on-site natural gas plant will help power Stargate’s first data center, public filings show 07:41 - Trump’s Bold Vision: Unleashing America’s Energy Potential 09:41 - Outro Please see the links below or articles that we discuss in the podcast. How a Chinese AI Startup Just Shook the Tech Market Amid Security Concerns Ukrainian energy infrastructure on verge of collapse – Forbes Russian LNG exports hit new record – Kpler An on-site natural gas plant will help power Stargate’s first data center, public filings show Trump’s Bold Vision: Unleashing America’s Energy Potential Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 28

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers several key topics in today’s energy news: Trump’s use of wartime powers to expedite fossil fuel transportation, including pipelines and LNG export facilities, amidst challenges in boosting production. He also discusses Europe’s potential shift toward U.S. LNG, despite reduced demand, driven by warmer winters and less reliance on Russian gas. On the finance side, Halliburton posted a quarter-over-quarter income rise, though it saw a year-over-year decline, signaling a softer outlook for 2025. Broader market concerns, fueled by new AI developments and geopolitical tensions, contribute to falling oil prices. Highlights of the Podcast 00:00 - Intro 01:30 - Trump Seizes Wartime Powers in Battle for More Fossil Fuels 04:43 - Europe doesn’t need US gas, but might buy it anyway 10:30 - Markets Update 14:26 - Halliburton Posts Quarter-on-Quarter Income Rise 16:40 - Outro Please see the links below or articles that we discuss in the podcast. Trump Seizes Wartime Powers in Battle for More Fossil Fuels Europe doesn’t need US gas, but might buy it anyway Halliburton Posts Quarter-on-Quarter Income Rise Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 27

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley covered key developments in energy and politics. They discussed Trump’s push to revive the coal industry at Davos, positioning it as a critical backup for grid stability. They criticized New York Governor Hochul's new fossil fuel fund, which they argue will burden consumers. The pair also explored the massive $500 billion Stargate data center project in Texas, raising concerns about its scale and the future of energy infrastructure. Additionally, they discussed Trump’s freeze on the Department of Energy’s budget, the surge in nuclear stocks, and the latest market movements in energy commodities, offering sharp insights into the intersection of energy policy, technology, and global markets. Highlights of the Podcast 00:00 - Intro 01:29 - Trump Reignites Coal Industry at Davos – Make Coal Great Again MCGA 03:25 - Albany’s new fossil fuels ‘super-fund’ could hit consumers hard 05:57 - Stargate’s first data center is underway in Texas. Public filings show how much it will cost to build. 08:48 - Trump Freezes Department of Energy’s $50 Billion Budget 11:55 - Markets Update 13:31 - Rig Count Update 15:03 - Nuclear Stocks Soar on Stargate AI Infrastructure Announcement 19:36 - Outro Please see the links below or articles that we discuss in the podcast. Trump Reignites Coal Industry at Davos – Make Coal Great Again MCGA Albany’s new fossil fuels ‘super-fund’ could hit consumers hard Stargate’s first data center is underway in Texas. Public filings show how much it will cost to build. Trump Freezes Department of Energy’s $50 Billion Budget Nuclear Stocks Soar on Stargate AI Infrastructure Announcement Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 25

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley dives U.S. shale stayed disciplined despite Trump’s pro-growth push, as China and India scrambled for crude amidst Russian tanker chaos. The UK’s nuclear plans faltered under delays and soaring costs, while the EU admitted lingering reliance on Russian gas. The IEA warned of tight global gas markets through 2025, but Trump made waves by lifting LNG export bans and launching a bold $500 billion AI "Stargate" initiative—set to redefine AI infrastructure and energy innovation with a potential off-grid power revolution. Highlights of the Podcast 00:00 - Intro 01.03 - U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric 04:45 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back 07:27 - UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs 05:87 - EU makes admission about Russian gas 10:46 - IEA says global gas markets set to remain tight in 2025 13:30 -Trump lifts pause on non-FTA LNG export approvals 15:25 - Trump unveils $500 billion AI ‘Stargate’ project 19:27 - Outro Please see the links below or articles that we discuss in the podcast. U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs EU makes admission about Russian gas IEA says global gas markets set to remain tight in 2025 Trump lifts pause on non-FTA LNG export approvals Trump unveils $500 billion AI ‘Stargate’ project FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Jan 24

In the Energy News Beat – Conversation in Energy with Stuart Turley, speaks with Genevieve Collins, Executive Director of Americans for Prosperity in Texas, about critical topics including energy independence, education reform, and grassroots advocacy. They explore Texas's pivotal role in driving energy solutions, the transformative potential of school choice, and the power of empowering everyday voters to influence meaningful policy change. Highlighting the connection between economic prosperity, energy security, and informed civic engagement, the discussion emphasizes actionable strategies to promote freedom, opportunity, and sustainable growth across the nation. Thank you, Genevieve, for your time and leadership. I look forward to helping the Trump administration look at energy policies and the impact of making America Prosperous Again! Follow Genevieve on her LinkedIn HERE: https://www.linkedin.com/in/genevieve-collins-mba-7b8084b/ Check out Freedom is Bigger in Texas Here: https://www.freedomisbigger.com/ Highlights of the Podcast 00:00 - Intro 01:20 - Americans for Prosperity Events 02:05 - Promises Kept 03:20 - Energy Trinity 04:07 - Texas's Energy Dominance 06:09 - Renewed American Prosperity 06:30 - Grassroots Success in Texas 10:49 - Addressing Energy Demand 14:39 - A Rational Voice in Politics 17:32 - Gulf of America 20:32 - The Importance of Education Reform 22:36 - Texas Leads the Way 24:56 - Encouraging Responsible Voting 26:15 - How to Get Involved 27:25 - Closing Remarks Full Transcript on https://theenergynewsbeat.substack.com/

Jan 23

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner Michael Tanner dives into the latest energy buzz, kicking off with U.S. sanctions shaking up Russian oil exports and leaving Indian refiners scrambling. Next, he breaks down Trump’s game-changing $500 billion AI Stargate project, a tech-powerhouse collaboration with OpenAI, Oracle, and SoftBank, and its potential to revolutionize energy through natural gas-powered data centers. Tanner also exposes the dramatic exit of major banks from the Net Zero Banking Alliance, unraveling the politics and legal drama behind ESG’s crumbling façade. Packed with sharp insights and market updates, this episode is your front-row seat to the energy world’s biggest headlines. Highlights of the Podcast 00:00 - Intro 01:06 - U.S. Sanctions Trigger Russian Oil Exodus 02:56 - Trump unveils $500 billion AI ‘Stargate’ project 06:59 - Markets Update 10:55 - Banks Ditch Net Zero as Climate Alliances Crumble 14:36 - Outro Please see the links below or articles that we discuss in the podcast. U.S. Sanctions Trigger Russian Oil Exodus Trump unveils $500 billion AI ‘Stargate’ project Banks Ditch Net Zero as Climate Alliances Crumble Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 22

In the Energy News Beat – Conversation in Energy with Stuart Turley, George McMillan discusses the geopolitical intricacies of energy dependence, particularly focusing on Russian natural gas pipelines and their influence on global strategies. The conversation explores the interplay between U.S., European, and Eurasian strategies, the impact of energy sanctions, the collapse of industries in Europe, and the rise of populist movements. Key themes include Russia's pivot from Western markets to Eastern alliances, the strategic importance of pipelines like Nord Stream, and the implications of U.S. policies under potential Trump leadership. The discussion highlights the critical role of energy in shaping alliances, economic stability, and future geopolitical alignments. Highlights of the Podcast 00:01 - Intro 01:47 - Geopolitical Energy Context 03:34 - Energy Wars and Historical Frameworks 07:09 - Wealth and State Power 09:24 - Analysis of Current Geopolitical Strategies 15:11 - European Energy Dynamics 23:11 - The Role of Turkey and Eastern Europe 30:24 - U.S. Strategies and Challenges 40:31 - Kellogg’s Proposal and Feasibility 48:04 - Energy Chokepoints and Strategic Planning 57:13 - Future Projections and Analysis

Jan 22

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner delivered sizzling updates: the IEA warns of tight global gas markets in 2025, fueled by rising Asian demand and sluggish LNG growth. Trump revives non-FTA LNG exports, aiming to boost U.S. energy clout and reduce Europe's Russian gas dependency. Meanwhile, Saudi Arabia teases a major shift, considering BRICS membership, which could reshape global energy power. Plus, oil prices face pressure amid oversupply concerns, with the U.S. eyeing a higher output future. The energy world is heating up—stay tuned! Highlights of the Podcast 00:00 - Intro 00:54 - IEA says global gas markets set to remain tight in 2025 03:41 - Trump lifts pause on non-FTA LNG export approvals 05:38 - Saudi Arabia issues BRICs membership update 07:06 - Markets Update 10:21 - Outro Please see the links below or articles that we discuss in the podcast. IEA says global gas markets set to remain tight in 2025 Trump lifts pause on non-FTA LNG export approvals Saudi Arabia issues BRICs membership update Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 21

With the Trump inauguration yesterday, this podcast is timely. - We cover Greenland, Energy Policies, Federal Budgets, Elon Musk, President Trump's next steps and plans for 2025. In the Energy News Beat – Conversation in Energy with Stuart Turley sits down with Christopher Messina to explore the explosive insights from his book, Messina's Federal Budget . Together, they dive into the urgent need for reform in U.S. fiscal policy, exposing the inefficiencies, overspending, and bureaucratic entrenchment crippling the nation. From rare earth mining in Greenland and energy policy blunders to election reform and combating bipartisan corruption, this conversation delivers hard-hitting truths with actionable solutions. Messina’s bold vision for "rightsizing" the federal government offers a roadmap to reclaim efficiency, accountability, and the power of the people. This episode is packed with sharp critiques, engaging debates, and an inspiring call to action for meaningful political change—one you won’t want to miss! Thank you, Christopher, for stopping by the podcast, I had an absolute blast and look forward to our following recordings. Please check out the book "Messina's Federal Budget" HERE: https://a.co/d/cG1VoLG Highlights of the Podcast 00:00 - Intro 01:17 - Government Waste and Unions 03:18 - Energy, Rare Earths, and Greenland 06:01 - Geopolitical Challenges in the Arctic 08:40 - Government Missteps in Defense and Energy 13:54 - Election Reforms and Voter Fraud 16:43 - The Role of the Deep State 22:32 - Military Strategy and War Colleges 27:22 - Energy Policy and Climate Initiatives 32:00 - Restoring Accountability in Governance 36:13 - Closing Thoughts and Call to Action Full Transcript and Video HERE: https://theenergynewsbeat.substack.com/

Jan 21

In the Energy News Beat – Conversation in Energy with Stuart Turley, talks with George McMillan delves into the geopolitical implications of energy resources, focusing on the shifting power dynamics between Russia, China, the EU, and the U.S. It highlights how natural gas pipelines, such as Nord Stream, influence economic and political stability, with Germany at the center of potential realignments. The conversation explores Turkey's emerging role in controlling energy supplies to Europe, the impact of U.S. LNG exports, and the domino effect on NATO, the EU, and global industrial competitiveness. Strategic moves by leaders like Trump and Putin are analyzed within a broader framework of energy dependency, economic pressures, and geopolitical maneuvering. Highlights of the Podcast 00:01 - Intro 01:07 - Energy Policies and Geopolitical Influence 02:09 - Geostrategic Frameworks and Election Impacts 03:48 - Syria, Oil Fields, and Regional Control 05:51 - Germany’s Energy Crisis and Nord Stream 07:26 - Russian-Chinese Integration and Global Shifts 12:17 - Nord Stream Pipeline and Economic Power 13:56 - Geopolitical Impacts on NATO and EU Stability 20:12 - Energy Economics and Populist Movements 25:40 - Erdogan’s Role and Pipeline Control 41:23 - Syrian Developments and Energy Strategies 50:28 - Energy as a Tool for Global Realignment

Jan 21

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley dives into the latest energy news, from the drop in oil prices ahead of Trump’s inauguration to the UK’s nuclear power setbacks due to delays and soaring costs. He also highlights the U.S. approval of a massive 2.4GW offshore wind project, the restart of Equinor's Hammerfest LNG plant in Norway, and the EU’s reluctant admission that Russian gas is still flowing despite sanctions. With energy security on the line, Turley stresses the high stakes of energy policies and the challenges countries face in balancing sustainability and reliability. Tune in for insights on global energy shifts that are shaping our future! Highlights of the Podcast 00:00 - Intro 01:12 - Oil Prices Fall Ahead Of Trump Inauguration 02:47 - UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs 04:18 - US approves 2.4GW offshore wind project before Trump inauguration 05:29 - Norway’s Equinor restarts Hammerfest LNG export plant 06:14 - EU makes admission about Russian gas 08:02 - Outro Please see the links below or articles that we discuss in the podcast. Oil Prices Fall Ahead Of Trump Inauguration UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs US approves 2.4GW offshore wind project before Trump inauguration Norway’s Equinor restarts Hammerfest LNG export plant EU makes admission about Russian gas Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 20

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley delved into several critical energy stories. They discussed the shift in U.S. shale strategy, where capital discipline is taking precedence over growth, despite Trump’s pro-growth rhetoric. They also covered the cancellation of a $300 million offshore wind project at Brayden Point, signaling mounting hurdles for the industry. The hosts examined the ripple effects of Russian oil sanctions, as China and India continue to dominate Russian crude imports amid rising supply disruptions. Other topics included Janet Yellen’s extraordinary measures to avoid hitting the debt ceiling post-Trump inauguration and Hungary's concerns over Ukraine's pipeline shutdown, which is exacerbating Europe's energy crisis. The episode concluded with a market update, including trends in crude oil and natural gas prices, and insights into a successful offshore drilling project by Talos Energy. Highlights of the Podcast 00:00 - Intro 01:24 - U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric 05:06 - Days before Trump takes office, Brayton Point loses $300 million offshore wind cable plant development project 07:06 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back 10:02 - US Treasury to take ‘extraordinary measures’ after Trump inauguration 11:02 - Ukraine threatening new European energy crisis – Orban 14:50 - Markets Update 15:44 - Oil prices dip but post 4th straight weekly gain on US sanctions 17:58 - Talos Energy Announces Successful Drilling Results at the Katmai West #2 Well in the U.S. Gulf of Mexico 20:18 - Outro Please see the links below or articles that we discuss in the podcast. U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric Days before Trump takes office, Brayton Point loses $300 million offshore wind cable plant development project China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back US Treasury to take ‘extraordinary measures’ after Trump inauguration Ukraine threatening new European energy crisis – Orban Oil prices dip but post 4th straight weekly gain on US sanctions Talos Energy Announces Successful Drilling Results at the Katmai West #2 Well in the U.S. Gulf of Mexico Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 18

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley provide a detailed energy news recap, covering topics like U.S. sanctions on Russia, global oil and gas markets, LNG expansion, geopolitical shifts, and the impact of policy decisions on energy independence. They discuss Russia and Iran's strengthening ties, EU-China relations, and the challenges posed by renewable energy limitations. Additionally, they highlight U.S. LNG's projected growth and its economic implications while critiquing regulatory hurdles and the geopolitical maneuvering of global powers, particularly the U.S., Russia, China, and the EU. Highlights of the Podcast 00:00 - Intro 01:08 - What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? 05:42 - GOP Rep Unveils Bill: No President Can Ban Fracking Without Congressional Approval 07:38 - Sanctions on Russia killing German companies – chancellor candidate 09:22 - PetroVietnam Power fires up LNG power plant 11:03 - Iran-Russia Treaty Signals Deepening Ties, Defiance of West 12:45 - U.S. LNG Industry Prepares for Boom Years Under Trump 15:19 - The EU’s Trump-China dilemma 17:30 - Outro Please see the links below or articles that we discuss in the podcast. What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? GOP Rep Unveils Bill: No President Can Ban Fracking Without Congressional Approval Sanctions on Russia killing German companies – chancellor candidate PetroVietnam Power fires up LNG power plant Iran-Russia Treaty Signals Deepening Ties, Defiance of West U.S. LNG Industry Prepares for Boom Years Under Trump The EU’s Trump-China dilemma Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 17

In the Energy News Beat – Conversation in Energy with Stuart Turley talks with Steve Goreham about the key energy challenges for 2025, including rising electricity demand driven by AI, EV slowdowns, and grid capacity struggles, alongside potential policy shifts under the Trump administration. It critiques the environmental and economic viability of renewables like wind, solar, and EVs, highlighting issues such as land use, fragility, rising insurance costs, and reliance on subsidies. Germany’s energy policy failures and California’s regulatory influence are discussed, with emphasis on the need for practical solutions over ideological approaches. Steve Goreham concludes by sharing insights from his books and promoting balanced energy perspectives. Thank you, Steve, for stopping by the podcast for our second interview. I appreciate your leadership and books in the energy space and recommend everyone check them out. - Stu Amazon Green Energy Breakdown https://a.co/d/aE7jZU9 Highlights of the Podcast 00:00 - Intro 01:08 - Key energy issues: electricity demand, EV slowdown, and Trump’s policies. 02:17 - Rollbacks of emissions regulations. 04:26 - Inflation Reduction Act impacts. 05:46 - Germany’s renewable energy failures. 07:47 - AI-driven electricity demand. 09:07 - Texas grid challenges. 10:26 - Land requirements for renewables. 11:48 - Solar panel fragility and insurance issues. 13:20 - Rising EV insurance and battery costs. 15:10 - EPA waivers and California’s influence. 24:32 - Offshore wind turbine risks. 26:30 - Wind farm disposal and subsidies. 27:32 - Criticism of green technology’s impact. 29:05 - Steve shares contact info and promotes books. Full Transcript on https://theenergynewsbeat.substack.com/

Jan 16

In the Energy News Beat – Conversation in Energy with Stuart Turley, talks with George McMillan dive into the intricate dynamics of global energy politics, focusing on the geopolitical implications of Russian natural gas pipelines, U.S. energy strategies, and the impact of infrastructure projects like Nord Stream. They analyze the economic, political, and military maneuvers surrounding energy supply chains in Eurasia, touching on the roles of countries like Turkey, Germany, and Iran. The discussion highlights the strategic competition for control of energy resources and infrastructure, emphasizing its influence on global power structures and economic stability. Highlights of the Podcast 00:01 - Intro 02:32 - Nord Stream Pipeline Insights 07:07 - Ukraine's Pipeline Contract Termination 12:54 - Pipeline and Infrastructure "Accidents" 18:05 - Russia's Eastward Shift in Energy Exports 23:35 - Global Energy Competition 26:13 - Strategic Assassinations and Energy Politics 38:26 - Turkey’s Energy Aspirations 42:23 - Potential Iran-Israel Conflict 46:01 - Geopolitical Trade Dynamics 48:06 - Closing Remarks

Jan 16

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covering global energy and economic updates. Highlights include Germany's ongoing recession tied to green energy policies, worsening EU-China relations amid geopolitical tensions, U.S. sanctions on Europe's largest nuclear power plant, and the EIA's extended energy forecasts showing increased demand driven by AI and data centers. Natural gas and LNG are key to meeting energy needs, while oil prices rise due to declining inventories. Turley encourages engagement with the Energy News Beat platform for insights and investment opportunities, highlighting the importance of energy sector trends and policy impacts. Highlights of the Podcast 00:00 - Intro 01:09 - Germany on course for longest post-war recession – data 02:52 - The EU’s Trump-China dilemma 05:03 - US sanctions Europe’s largest nuclear plant 05:23 - EIA extends five key energy forecasts through December 2026 08:10 - EIA raises Henry Hub price forecast for 2025 09:36 - Oil Rises as Crude Inventories Continue to Draw 10:39 - Outro Please see the links below or articles that we discuss in the podcast. Germany on course for longest post-war recession – data The EU’s Trump-China dilemma US sanctions Europe’s largest nuclear plant EIA extends five key energy forecasts through December 2026 EIA raises Henry Hub price forecast for 2025 Oil Rises as Crude Inventories Continue to Draw Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 15

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley delve into key global energy headlines on the Daily Energy News Beat, highlighting topics such as the critical role of reliable power for economic growth, the strategic implications of the Iran-Russia treaty, and the U.S. LNG industry's growth prospects under Trump's leadership. They discuss evolving oil markets, geopolitical shifts, and regulatory impacts on energy production. Additionally, they touch on significant market movements, including crude and natural gas price trends, and review a recent private acquisition in the Midland Basin, marking an end to "dry January" for deals. The episode emphasizes staying vigilant amid rapid geopolitical and energy developments. Highlights of the Podcast 00:00 - Intro 01:30 - Rethinking the global electricity debate: Why reliable power matters for economic growth 03:12 - Iran-Russia Treaty Signals Deepening Ties, Defiance of West 04:55 - Trump Will End U.S. Passivity in the Western Hemisphere 07:17 - U.S. LNG Industry Prepares for Boom Years Under Trump 09:51 - 2025 Brings Fundamentals Back to the Fore in Oil Markets 14:30 - Markets Update 16:46 - Langford Buys Murchison Midland Asset 17:50 - Outro Please see the links below or articles that we discuss in the podcast. Rethinking the global electricity debate: Why reliable power matters for economic growth Iran-Russia Treaty Signals Deepening Ties, Defiance of West Trump Will End U.S. Passivity in the Western Hemisphere U.S. LNG Industry Prepares for Boom Years Under Trump 2025 Brings Fundamentals Back to the Fore in Oil Markets Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 14

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley, provides a detailed overview of global energy developments on the Energy News Beat. Key topics include Ukraine's alleged sabotage attempts on the TurkStream pipeline, U.S. sanctions impacting Russian oil exports to China and India, and their ripple effects on energy markets and European economies. He discusses Vietnam's milestone LNG power project and advocates for cleaner energy solutions like LNG in places like Hawaii. Turley also praises Trump's proposed moratorium on offshore wind projects, emphasizing the need for data-driven energy policy. He concludes with updates on upcoming podcasts and articles focused on energy and geopolitical issues. Highlights of the Podcast 00:00 - Intro 01:16 - Ukraine tried to sabotage Russian gas supply to Türkiye – Moscow 02:40 - Tougher US sanctions to curb Russian oil supply to China and India 04:08 - New Delhi expects Russian oil to keep flowing despite US sanctions – Reuters 04:56 - Sanctions on Russia killing German companies – chancellor candidate 06:40 - PetroVietnam Power fires up LNG power plant 08:20 - Trump to issue six-month moratorium on offshore wind projects 09:16 - Outro Please see the links below or articles that we discuss in the podcast. Ukraine tried to sabotage Russian gas supply to Türkiye – Moscow Tougher US sanctions to curb Russian oil supply to China and India New Delhi expects Russian oil to keep flowing despite US sanctions – Reuters Sanctions on Russia killing German companies – chancellor candidate PetroVietnam Power fires up LNG power plant Trump to issue six-month moratorium on offshore wind projects Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 13

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss the implications of U.S. sanctions on Russia, Nord Stream pipeline developments, Azerbaijan halting gas supplies to Serbia and Bulgaria, and a GOP bill preventing presidents from banning fracking. They also cover Constellation Energy's $16.4 billion merger with Calpine, rising oil and gas prices due to sanctions, and the Biden administration's role in extending the Ukraine conflict. The episode closes with market updates, rig count trends, and potential energy impacts from geopolitical tensions. Highlights of the Podcast 00:00 - Intro 01:43 - What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? 06:18 - Nord Stream pipeline to be relaunched — German chancellor candidate 08:34 - Azerbaijan halts gas deliveries to Serbia, Bulgaria 11:14 - GOP Rep Unveils Bill: No President Can Ban Fracking Without Congressional Approval 13:43 - Constellation Energy to Buy Calpine in $16.4 Billion Deal 16:07 - Markets Update 19:10 - Rig Count Overview & Summary Count 20:18 - Outro Please see the links below or articles that we discuss in the podcast. What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? Nord Stream pipeline to be relaunched — German chancellor candidate Azerbaijan halts gas deliveries to Serbia, Bulgaria GOP Rep Unveils Bill: No President Can Ban Fracking Without Congressional Approval Constellation Energy to Buy Calpine in $16.4 Billion Deal FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 11

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discuss energy news highlights, including Germany's energy struggles and increased uranium imports, U.S. offshore drilling bans under President Biden, and potential implications for Trump’s energy policies. They examine the geopolitics of critical minerals, Greenland’s strategic importance, and Trump's controversial statement against wind farms. The conversation explores historical parallels, such as U.S. involvement in the Panama Canal, and speculates on economic and geopolitical strategies surrounding energy resources and national security. Highlights of the Podcast 00:00 - Intro 02:45 - German purchases of Russian uranium surge 04:33 - German MP calls for NordStream to be reactivated 08:09 - Biden Poised To Announce Offshore Drilling Ban To Appease Green Lobby 10:25 - Politics Biden bans new offshore oil and gas drilling in most U.S. coastal waters 13:55 - Why would President Trump want to Annex Greenland? Is it for the weather or critical minerals? 19:20 - Trump Says He Wants No Wind Turbines Built During Administration 22:01 - Europe reacts to Trump’s threat to Greenland 24:23 - Outro Please see the links below or articles that we discuss in the podcast. German purchases of Russian uranium surge German MP calls for NordStream to be reactivated Biden Poised To Announce Offshore Drilling Ban To Appease Green Lobby Politics Biden bans new offshore oil and gas drilling in most U.S. coastal waters Why would President Trump want to Annex Greenland? Is it for the weather or critical minerals? Trump Says He Wants No Wind Turbines Built During Administration Europe reacts to Trump’s threat to Greenland FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Jan 10

In this joint podcast, Stuart Turley and David Blackmon provide an in-depth analysis of U.S. energy policies under the Biden administration, focusing on offshore drilling bans, regulatory challenges, and their implications for long-term energy security. The discussion addresses critical topics such as the energy transition, the reliance on foreign supply chains for essential minerals, and the role of regulatory frameworks in shaping the energy landscape. Highlighting the need for balanced energy solutions, they explore the potential of nuclear power, the impact of environmental lobbying, and the complexities of global energy geopolitics. The episode concludes with expert insights and resources from David Blackmon's extensive work in the energy sector. This podcast will be broadcast on both Davids and My feeds. I really appreciate David and his leadership in the energy industry. Please follow and subscribe to David's Substack HERE: https://blackmon.substack.com/ Highlights of the Podcast 00:00 - Intro 00:50 - Biden Administration and Energy Policy 04:02 - Strategic Petroleum Reserve and Policy Criticism 05:44 - Chevron Deference and Regulatory Issues 08:47 - Environmental Policies and CO2 Debate 10:27 - Energy Transition Challenges 11:23 - Critical Minerals and Supply Chains 12:12 - Nuclear Energy and Baseline Challenges 12:49 - Green Lobby Influence and Wealth Transfers 13:28 - Critical Reflections on Environmentalism 14:27 - Trump and Greenland - A Troll Move 18:40 - Final thoughts and expressions of gratitude. Full Transcript also at https://theenergynewsbeat.substack.com/

Jan 9

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key energy news, including Chevron's ambitious cash flow growth targets through oil production expansion, China's hacking threats to the U.S. energy grid, Hungary blaming Ukraine for EU gas price hikes, and Alaska's lawsuit against Biden's Arctic drilling restrictions. They analyze Greenland's strategic importance, midstream oil company mergers, and crude oil inventory data. Tanner highlights a bearish crude oil market forecast due to oversupply, while Turley emphasizes energy policy implications for political campaigns. They conclude with updates on upcoming podcasts featuring energy policy discussions with political candidates. Highlights of the Podcast 00:00 - Intro 01:28 - Chevron Targets $6-8 bln In Free Cash Flow Growth By 2026 03:13 - Salt Typhoon Stirs Panic in Washington 05:04 - Hungary blames Ukraine for rising gas prices in EU 06:34 - Europe reacts to Trump’s threat to Greenland 09:00 - Alaska sues Biden administration over oil and gas drilling leases in Arctic refuge 12:31 - Markets Update 14:34 - EnCap Flatrock Midstream Completes Two Transactions with Plains All American 15:54 - Outro Please see the links below or articles that we discuss in the podcast. Chevron Targets $6-8 bln In Free Cash Flow Growth By 2026 Salt Typhoon Stirs Panic in Washington Hungary blames Ukraine for rising gas prices in EU Europe reacts to Trump’s threat to Greenland Alaska sues Biden administration over oil and gas drilling leases in Arctic refuge Large Jump in Fuel Inventories Outweighs Crude Draw Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –

Jan 8

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley covered headlines including President Trump's interest in Greenland for critical minerals, his proposed executive order to protect natural gas appliances, and his opposition to wind turbines during his administration. The discussion also highlighted energy security issues such as Russia cutting off gas supplies to Moldova, the EU's continued reliance on Russian LNG, and Ukraine's energy challenges. Additionally, Phillips 66's $2.2 billion acquisition of Epic Midstream NGL assets in the Permian was analyzed, underscoring the growing trend of pipeline M&A as regulatory challenges hinder new construction. Finally, the hosts discussed market trends, including a rise in oil prices and ongoing energy dynamics with China. Highlights of the Podcast 00:00 - Intro 01:18 - Why would President Trump want to Annex Greenland? Is it for the weather or critical minerals? 04:48 - Trump Considers Executive Order to Protect Natural Gas Appliances 06:58 - Trump Says He Wants No Wind Turbines Built During Administration 09:39 - Russia’s Gas Cutoff Stokes Tensions in Moldova 11:18 - EU scoops up record amount of Russian LNG – Bloomberg 14:22 - Markets Update 16:21 - Phillips 66 to Acquire Midstream NGL Assets in Permian from EPIC 19:03 - Outro Please see the links below or articles that we discuss in the podcast. Why would President Trump want to Annex Greenland? Is it for the weather or critical minerals? Trump Considers Executive Order to Protect Natural Gas Appliances Trump Says He Wants No Wind Turbines Built During Administration Russia’s Gas Cutoff Stokes Tensions in Moldova EU scoops up record amount of Russian LNG – Bloomberg Phillips 66 to Acquire Midstream NGL Assets in Permian from EPIC Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk – Get in Contact With The Show –

Jan 7

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covered Biden's offshore drilling ban targets areas no one drills, serving as a political move to bolster his climate legacy, while EPA waivers let California tighten emissions rules on lawn equipment and trucks. Oil markets saw crude dip to $73 and natural gas rise on weather concerns, while the Dallas Fed Energy Survey revealed cautious optimism in the oil patch, though service companies flagged a disconnect between spending plans and actual activity. It’s politics, price swings, and mixed signals all around in energy today. Highlights of the Podcast 00:00 - Intro 01:21 - Politics Biden bans new offshore oil and gas drilling in most U.S. coastal waters 06:50 - Biden Gives Calif. Special EPA Waivers To Impose Stricter Emissions On Lawn Gear, More 14:00 - Markets Update 16:46 - Dallas Fed Energy Survey 24:10 - Outro Please see the links below or articles that we discuss in the podcast. Politics Biden bans new offshore oil and gas drilling in most U.S. coastal waters Biden Gives Calif. Special EPA Waivers To Impose Stricter Emissions On Lawn Gear, More Dallas Fed Energy Survey Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk – Get in Contact With The Show –

Jan 6

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley covered German energy policy takes center stage as uranium imports from Russia surge by 70%, prompting calls to reactivate Nord Stream amid deindustrialization concerns. Ukraine's gas transit halt intensifies Europe's energy crisis, while Biden's anticipated offshore drilling ban stirs controversy over long-term U.S. energy security. Meanwhile, New York's fracking ban, ignoring $1 trillion in reserves, faces criticism for stifling economic growth, and optimism grows in the oil market with 2025 predictions of rising prices fueled by geopolitical shifts and expanded natural gas pipeline capacity in Texas. As the energy landscape evolves, debates over policy, infrastructure, and sustainability remain at the forefront. Highlights of the Podcast 00:00 - Intro 02:08 - German purchases of Russian uranium surge 03:55 - German MP calls for NordStream to be reactivated 07:38 - The Political Consequences Of Ukraine’s Decision To Cut Off Russian Gas To Europe 09:14 - Biden Poised To Announce Offshore Drilling Ban To Appease Green Lobby 11:33 - NY’s Fracking Ban Ignores $1 Trillion In Gas Reserves, While Green Hysteria Stifles State’s Economy 17:45 - Markets Update 20:25 - Signs of Optimism in Oil Markets as a New Year Begins 27:46 - Natural Gas Pipeline Capacity Ramping Up In Texas 30:18 - Outro Please see the links below or articles that we discuss in the podcast. German purchases of Russian uranium surge German MP calls for NordStream to be reactivated The Political Consequences Of Ukraine’s Decision To Cut Off Russian Gas To Europe Biden Poised To Announce Offshore Drilling Ban To Appease Green Lobby NY’s Fracking Ban Ignores $1 Trillion In Gas Reserves, While Green Hysteria Stifles State’s Economy Signs of Optimism in Oil Markets as a New Year Begins Natural Gas Pipeline Capacity Ramping Up In Texas Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk – Get in Contact With The Show –

Jan 5

In the Energy News Beat – Conversation in Energy with Stuart Turley, talks with George McMillan delves into the intricate relationship between energy, geopolitics, and global strategy, exploring how energy infrastructure, such as pipelines, shapes regional stability and global alliances. The discussion examines key dynamics, including Russia and China’s energy integration, Middle Eastern tensions like the Shia-Sunni divide, and the strategic significance of Iran and Syria. Utilizing frameworks like Mackinder’s Heartland Theory, the speakers analyze how regional cleavages are exploited through proxy wars, revolutions, and covert operations, with external powers like the U.S., NATO, and Israel playing pivotal roles. The conversation highlights the economic and military dimensions of energy politics, including battlefield shaping operations and the strategic control of resources, offering a nuanced perspective on the factors driving global power shifts and regional conflicts. George and I have recorded additional updates in production on the German energy policies related to Russian Natural Gas and geopolitics and will be out this week. Thanks, George, for stopping by the podcast. I recommend contacting him on his LinkedIn if you need geopolitical analysis in energy, especially if you are in the new United States administration or an energy company. https://www.linkedin.com/in/george-mcmillan-5665b015/ Highlights of the Podcast 00:00 - Intro 02:17 - Energy Crisis and Global Dynamics 04:01 - Sea Power vs. Land Power Strategies 06:43 - Middle East Tensions and Regional Analysis 08:09 - Energy Politics and Infrastructure 12:47 - Historical Context and Regional Power Shifts 16:56 - Strategic Models and Global Influence 21:10 - Iran's Energy Crisis and Strategic Importance 27:20 - Geopolitical Mapping and Future Projections 36:27 - Israel, Turkey, and Strategic Alliances 45:12 - Energy Economics and Military Strategies 53:02 - Predictive Modeling in Geopolitics 59:31 - Outro

Jan 3

In the Energy News Beat – Conversation in Energy with Stuart Turley, talks with George McMillan extensive discussion covers the geopolitical dynamics around energy, focusing on the strategic role of pipelines and resource control in Central Asia and the Middle East. It details the interplay between U.S. seapower encirclement strategies, Russian and Chinese landpower breakout strategies, and Turkey's ambitions in the region, tying these to energy security and infrastructure. Specific attention is given to the destabilization of Syria and Iraq to facilitate energy transit routes while highlighting how U.S. and allied actions align with historical geopolitical theories. Predictive insights on energy and conflict interdependencies are framed for future exploration. Please follow George on his LinkedIn HERE: Highlights of the Podcast 00:00 - Intro 02:26 - Syria and the Middle East Energy Crisis 07:23 - Historical Context: Sea Power vs. Land Power 18:04 - Central Asia’s Energy Strategies 32:01 - Turkey’s Role in Energy Politics 40:22 - Propaganda and Geopolitical Strategy 53:34 - Natural Gas and European Dependency 01:00:03 - Syria: Pipeline Wars and Geopolitical Rivalries 01:07:31 - U.S. and Sunni Extremist Groups 01:10:30 - Future Topics: DOD Energy Policies and Predictions

Dec 31, 2024

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley recaps key energy stories in the final podcast of 2024. Highlights include European gas price spikes amid strained industrial competitiveness, Ukraine quadrupling gas transmission fees post-Russia deal, U.S. natural gas futures soaring due to an impending Arctic blast, and Texas coal plants transitioning to solar and storage by 2027 under the Inflation Reduction Act. He critiques energy policies, predicts challenges for ERCOT's grid reliability, and expresses gratitude to listeners while wishing everyone a prosperous New Year. Highlights of the Podcast 00:00 - Intro 01:14 - High Gas Prices Spell Tough Start to 2025 for European Consumers 03:09 - Ukraine To Quadruple Gas Transport Fees After Russia Deal Expires 04:20 - U.S. Natural Gas Futures Soar Ahead of Historic Cold Front 05:02 - Texas coal plant to switch to solar + storage by 2027 06:58 - Outro Please see the links below or articles that we discuss in the podcast. High Gas Prices Spell Tough Start to 2025 for European Consumers Ukraine To Quadruple Gas Transport Fees After Russia Deal Expires U.S. Natural Gas Futures Soar Ahead of Historic Cold Front Texas coal plant to switch to solar + storage by 2027 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Dec 30, 2024

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley delivers the daily Energy News Beat Podcast for December 30, 2024, covering significant energy topics. He discusses New York's controversial law requiring oil and gas companies to pay reparations for climate change damage, the potential for Nord Stream pipelines to resume under U.S. investment, and the critical Ukraine-Russia gas transit deal impacting Ukraine's economy. He highlights sustained global oil demand despite the rise of EVs, with India emerging as a key driver, and comments on stranded Russian LNG cargoes and Moldova's looming gas supply cut-off by Gazprom. Turley offers insights into energy trends and investment opportunities while emphasizing the ongoing global energy challenges. Highlights of the Podcast 00:00 - Intro 01:17 - New York to Force Oil, Gas Companies to Pay Reparations for ‘Climate Change’ Damage 03:53 - US could buy Nord Stream – Vucic 05:47 - Ukraine-Russia Gas Transit Deal At Critical Moment of Truth 07:37 - Oil Demand Stays Strong Despite EV Surge 09:54 - Sanctioned Russian LNG Cargo Stranded at Sea 10:31 - Gazprom to cut off European state on January 1 11:21 - Outro Please see the links below or articles that we discuss in the podcast. New York to Force Oil, Gas Companies to Pay Reparations for ‘Climate Change’ Damage US could buy Nord Stream – Vucic Ukraine-Russia Gas Transit Deal At Critical Moment of Truth Oil Demand Stays Strong Despite EV Surge Sanctioned Russian LNG Cargo Stranded at Sea Gazprom to cut off European state on January 1 Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Dec 27, 2024

In the Energy News Beat – Conversation in Energy with Stuart Turley, talks with George McMillan about the geopolitical complexities surrounding natural gas pipelines, energy politics, and the strategic maneuvers of global powers. Key points include the U.S. and NATO's efforts to counter Russian influence by controlling pipeline routes and trade barriers, the impacts of energy dependency on European deindustrialization, and the tensions between sea and land power strategies. George McMillan highlights the importance of integrated geostrategic and economic models to predict rational actions by global players like Russia and China, emphasizing the need for informed decision-making in U.S. foreign policy. The conversation underscores the critical role of energy politics in shaping international relations and the importance of nuanced understanding in governance. I have 3 other podcasts in process with George and we are covering Syria, Turkey and other critical places around the world. - Please follow George on his LinkedIn HERE: https://www.linkedin.com/in/george-mcmillan-5665b015/ Thanks George for stopping by the Podcast, Stu Highlights of the Podcast 00:00 - Intro 02:26 - Geopolitical Realignment and Eurasian Gas Wars 08:27- Germany's Energy Crisis and Nord Stream Pipeline 09:04 - Pipeline Sabotage and Its Implications 12:39 - Russia-China Energy Integration and Pipeline Tensions 16:05 - BRICS and U.S. Dollar Dynamics 19:41 - Energy Geopolitics and Proxy Wars in Eurasia 30:29 - Turkey’s Bid to Become a Natural Gas Hub 31:13 - U.S. Foreign Policy and Knowledge Gaps 32:45 - Sea Power vs. Land Power Strategies 39:26 - The Role of Trading Blocs and Economic Barriers 43:18 - Conclusion and Next Steps

Dec 23, 2024

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key global energy issues on the Energy News Beat podcast, highlighting failures in gas transit deals via Ukraine, Qatar's threat to halt LNG exports to the EU over regulatory disputes, and Europe's struggle with energy costs and reliance on Russian natural gas. He critiques the Biden administration's handling of the Russia-Ukraine war and global energy diplomacy, contrasts it with Trump's policies, and comments on Iran's energy crisis caused by strikes and internal mismanagement. He closes with investment insights on oil, urging preparation and community support during the holiday season. Highlights of the Podcast 00:00 - Intro 01:30 - Azerbaijan-brokered deal to keep gas flowing to EU via Ukraine fails 03:05 - Qatar threatens not to export LNG to Europe 04:37 -EU Ready to Discuss Closer Energy Ties with US under Trump 05:58 - Iran plagued by energy crisis partially caused by strikes attributed to Israel 07:05 - Biden’s officials trying to destroy Trump’s push for peace – Moscow 08:09 - Outro Please see the links below or articles that we discuss in the podcast. Azerbaijan-brokered deal to keep gas flowing to EU via Ukraine fails Qatar threatens not to export LNG to Europe EU Ready to Discuss Closer Energy Ties with US under Trump Iran plagued by energy crisis partially caused by strikes attributed to Israel Biden’s officials trying to destroy Trump’s push for peace – Moscow Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Dec 21, 2024

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discuss climate policies, Germany's economic struggles due to green energy, U.S. natural gas abundance, and global energy trends. They critique the U.S. Department of Defense's focus on climate change, Trump's energy stances, and California's ambitious green mandates. Additionally, they spotlight issues like Europe's dependence on Russian energy, Congo's lawsuit against Apple over unethical mineral sourcing, and the challenges of global supply chains. Their key takeaway emphasizes the need for responsible energy policies and sourcing, with a sharp critique of government inefficiencies and green energy overreach. Highlights of the Podcast 00:00 - Intro 01.50 - Biden’s DoD Doubles Down On Climate Action As Trump Promises Military Reset 04:18 - Trump is a nightmare for the EU in more ways than one 07:17 - Germany Is An Economic Model For What Not To Do 09:58 - Forget Short-Term Noise: Oil Prices Are All About the Long-Term Trend 12:03 - Trump expected to annihilate California’s ‘green mandates’ – the most radical in the world. 15:10 - DR Congo sues Apple over ‘blood minerals’ 19:14 - Outro Please see the links below or articles that we discuss in the podcast. Biden’s DoD Doubles Down On Climate Action As Trump Promises Military Reset Trump is a nightmare for the EU in more ways than one Germany Is An Economic Model For What Not To Do Forget Short-Term Noise: Oil Prices Are All About the Long-Term Trend Trump expected to annihilate California’s ‘green mandates’ – the most radical in the world. DR Congo sues Apple over ‘blood minerals’ FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk – Get in Contact With The Show –

Dec 20, 2024

In the Energy News Beat – Conversation in Energy with Stuart Turley, interviews Congresswoman Victoria Spartz of Indiana's 5th District. They discuss her efforts to address structural issues in Congress, emphasizing the need for responsible governance, fiscal discipline, and sustainable energy policies. Spartz critiques the inefficiency and corruption in Washington, highlights the importance of enacting lasting policies through Congress rather than executive orders, and underscores the urgency of reforming legislative practices. She touches on international issues, including the Ukraine conflict and energy strategies, while advocating for American energy independence. Spartz expresses strong support for President Trump’s leadership and the need for courageous and integrity-driven politics. Reflecting on her upbringing under communism, she stresses the value of freedom and accountability, urging Americans to hold politicians to higher standards. The discussion concludes with a call to action for public engagement and support to preserve the republic. This is my second interview with Representative Spartz, and I really enjoyed our time together. Our republic is at a critical junction, and we need more leaders like her. Follow Victoria on her X account here: @RepSpartz Victoria, thank you for stopping by the podcast, and I look forward to more updates from you. - Stu Highlights of the Podcast 00:00 - Intro 01:18 - Energy Policy and Budget Challenges 03:49 - Reforming Congress 06:23 - Leadership and Accountability in Congress 06:41 - Background and Perspective 13:10 - Energy Policy and Ukraine Conflict 15:59 - Public Accountability and Party Responsibility 17:58 - Vision for America’s Future 19:24 - Closing Remarks and Call to Action Full article and Transcript at: https://theenergynewsbeat.substack.com/

Dec 19, 2024

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy and global developments in this lively episode of The Daily Energy News Beat, covering topics like the Department of Energy's LNG export study, Russia's oil shipments to the EU despite sanctions, and Scottish renewables advocating interconnector reform. They highlight Congo's lawsuit against Apple over "blood minerals" and a Black Sea oil spill caused by aging tankers, criticizing environmental and economic policies. The episode wraps up with market updates, critiques of Congress's spending, and holiday plans for the podcast. It's a mix of energy insights, policy critiques, and industry updates delivered with humor and candor. Highlights of the Podcast 00:00 - Intro 01:16 - US DOE releases LNG export study 03:06 - Russia continues to ship oil directly to the EU despite sanctions, investigation finds 04:46 - Scottish Renewables want interconnector reform 06:03 - DR Congo sues Apple over ‘blood minerals’ 10:09 - Oil washes up along Black Sea coastline following triple tanker casualties 13:35 - Markets Update 14:50 - Weekly Petroleum Status Report 18:09 - Outro Please see the links below or articles that we discuss in the podcast. US DOE releases LNG export study Russia continues to ship oil directly to the EU despite sanctions, investigation finds Scottish Renewables want interconnector reform DR Congo sues Apple over ‘blood minerals’ Oil washes up along Black Sea coastline following triple tanker casualties Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Dec 18, 2024

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers a range of energy and political topics, including Trump’s plans to challenge California’s aggressive green mandates, Governor Newsom’s controversial $1.4 billion investment in EV charging stations amid a budget shortfall, and a study showing net zero emissions’ negligible climate impact. He discusses Germany’s energy challenges, including Chancellor Scholz losing a confidence vote and the country’s resistance to nuclear funding, despite soaring energy costs. Turley highlights Sweden’s criticism of Germany's nuclear policy, contrasts global energy strategies, and promotes oil and gas investments as a tax offset. He wraps up by encouraging listeners to engage with the platform and explore energy portfolio options. Highlights of the Podcast 00:00 - Intro 01:29 - Trump expected to annihilate California’s ‘green mandates’ – the most radical in the world. 04:37 - Despite Huge Budget Shortfall, Newsom To Spend $1.4 Billion On EV Charging Stations 06:46 - ‘No Measurable Effect’: Study Finds ‘Net Zero’ Emissions Would Have Negligible Climate Impact 07:52 - Germany’s Scholz loses confidence vote 09:58 - Sweden Blasts Germany For Blocking Nuclear Funding And Driving High Energy Costs 11:19 - Outro Please see the links below or articles that we discuss in the podcast. Trump expected to annihilate California’s ‘green mandates’ – the most radical in the world. Despite Huge Budget Shortfall, Newsom To Spend $1.4 Billion On EV Charging Stations ‘No Measurable Effect’: Study Finds ‘Net Zero’ Emissions Would Have Negligible Climate Impact Germany’s Scholz loses confidence vote Sweden Blasts Germany For Blocking Nuclear Funding And Driving High Energy Costs Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Dec 17, 2024

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covering key energy topics including protests against LNG permits, Germany's economic decline due to green energy policies, and the geopolitical impact of Assad's fall in Syria. He emphasizes that natural gas, not nuclear, is the most practical solution for North America's energy future, highlighting the challenges of hydrogen readiness. Turley also discusses oil price trends, arguing they will continue to fluctuate around a long-term average, despite renewable energy investments. He concludes with a call to action for tax-deductible investments and promotes Energy News Beat’s offerings. Highlights of the Podcast 00:00 - Intro 01:17 - In protest against LNG export permits, Climate Defiance blocks unused entrance to DOE garage 03:01 - Germany Is An Economic Model For What Not To Do 05:43 - What Does The Fall Of Assad’s Syria Mean To The Key Players In The Middle East? 06:58 -Natural Gas—Not Nuclear—Is the Key to Powering North America’s Future 08:55 - Forget Short-Term Noise: Oil Prices Are All About the Long-Term Trend 10:59 - Outro Please see the links below or articles that we discuss in the podcast. In protest against LNG export permits, Climate Defiance blocks unused entrance to DOE garage Germany Is An Economic Model For What Not To Do What Does The Fall Of Assad’s Syria Mean To The Key Players In The Middle East? Natural Gas—Not Nuclear—Is the Key to Powering North America’s Future Forget Short-Term Noise: Oil Prices Are All About the Long-Term Trend FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Dec 16, 2024

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss major energy and geopolitical headlines, including the U.S. Postal Service falling short on its electric vehicle goals, the Department of Defense prioritizing climate change, North Korea's oil-for-troops trade with Russia, and challenges in California's EV mandates. They critique government inefficiencies, highlight the importance of natural gas exports, and emphasize geopolitical impacts on energy markets. Tanner also examines a legal dispute involving offshore oil bonding, comparing it to overreach by insurance companies. The discussion concludes with insights on oil market dynamics, orphan wells, and predictions for oil prices amid geopolitical tensions and supply-demand imbalances. Highlights of the Podcast 00:00 - Intro 01:50 - Postal Service’s plan to electrify mail trucks falling far short of its goal 03:34 - Biden’s DoD Doubles Down On Climate Action As Trump Promises Military Reset 06:03 - North Korean troops join Russian assaults ‘in significant numbers’ – Oil for Troops Trade 07:24 - Trump is a nightmare for the EU in more ways than one 10:41 - Gov. Newsom’s EV Mandate Set To Fail As Sales Lag, Power Shortages Persist 13:5 - Markets Update 18:21 - Texas Oil Company Asks Federal Court to Stop Insurance Companies' $250 Million Demand for Additional Collateral 23:15 - Outro Please see the links below or articles that we discuss in the podcast. Postal Service’s plan to electrify mail trucks falling far short of its goal Biden’s DoD Doubles Down On Climate Action As Trump Promises Military Reset North Korean troops join Russian assaults ‘in significant numbers’ – Oil for Troops Trade Trump is a nightmare for the EU in more ways than one Gov. Newsom’s EV Mandate Set To Fail As Sales Lag, Power Shortages Persist FollowStuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk – Get in Contact With The Show –

Dec 14, 2024

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the host, Stuart Turley's covers a range of topics, including Exxon increasing oil production investments, challenges in the EV market due to costs and infrastructure, and advancements like Mercedes-Benz's solar-powered EV concept. He critiques U.S. energy policies, lauds coal as a reliable energy source, and highlights global coal plant developments, particularly in China. Turley also emphasizes the inefficiencies of renewable energy mandates and advocates for hybrid vehicle models. He discusses General Motors' costly failure with Cruise's Robotaxi and praises Tesla's innovation. Lastly, he highlights oil and gas companies' strategies to reward shareholders while maintaining production. Highlights of the Podcast 00:00 - Intro 00:56 - EV Sales Slump: A Global Reality Check 02:44 - Revolutionary! Mercedes-Benz solar paint could mean Australians never have to plug their EVs in again 04:09 - Stop the ‘green hallucinationists’ plan to close all 200 coal power plants. 06:19 - Democracy Is Dead: A Coup Against Right Wing Movements Is Underway In Europe 08:11 - US Sees Small Global Oil Deficit in 2025, in Outlook Reversal 11:12 - GM Shuts Down its Misbegotten Robotaxi Money-Pit after Acquiring Cruise in 2016 and then Blowing $10 Billion on It 15:17 - Outro Please see the links below or articles that we discuss in the podcast. EV Sales Slump: A Global Reality Check Revolutionary! Mercedes-Benz solar paint could mean Australians never have to plug their EVs in again Stop the ‘green hallucinationists’ plan to close all 200 coal power plants. Democracy Is Dead: A Coup Against Right Wing Movements Is Underway In Europe US Sees Small Global Oil Deficit in 2025, in Outlook Reversal GM Shuts Down its Misbegotten Robotaxi Money-Pit after Acquiring Cruise in 2016 and then Blowing $10 Billion on It Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –

Dec 13, 2024

In the Energy News Beat – Conversation in Energy with Stuart Turley, talks with George McMillan dives into the geopolitical strategies influencing energy markets, highlighting how natural gas pipelines, trade routes, and economic policies are used to control global power dynamics. George McMillan explains the integration of geopolitical modeling with economic development theories, emphasizing the deindustrialization of Germany due to the loss of Russian natural gas and its broader implications for the EU and global economies. The discussion also critiques the inefficiency of siloed university systems and government agencies compared to the private sector's streamlined analytical models. Recommendations include adopting integrated strategies for better policy-making and competitive positioning in global markets. Connect and follow George on his LinkedIn here: https://www.linkedin.com/in/george-mcmillan-5665b015/ Honestly, the new Trump administration does not have all of the information about the geopolitical landscape to make accurate decisions. George is a one-of-a-kind analyst who has the missing theories and boots-on-the-ground experience. If I were an energy executive looking to put in pipelines, import, or export facilities, I would contract with George to do an assessment for the project. If I was in the Trump administration looking at the potential World War III issues, I would hire him to find out why other administrations made some decisions. And if I was in charge of the Military colleges, I would hire him to teach the next generation of military leaders. The left has removed much of the material George has assembled, and it is nowhere to be found in the next generation of leaders. Thank you for your time, George! Highlights of the Podcast 00:00 - Introduction 01:29 - Geostrategic Analysis: Land vs. Sea Power 03:24 - Wesley Clark on Post-9/11 Foreign Policy 10:48 - Historical Geostrategy 13:13 - Historical Context of U.S. Naval and Economic Strategy 15:10 - Pipeline Power and Geopolitical Implications 18:01 - Russian Energy and Global Strategy 26:18 - Germany’s Industrial Decline 34:02 - Geopolitical Modeling 42:55 - Academic vs. Private Sector Approaches 49:32 - De-industrialization of Germany 57:39 - Conclusion

Dec 12, 2024

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley, delivers an action-packed Energy News Beat daily update covering various stories: Doug Burgum's priorities at the Interior Department amidst regulatory challenges, fluctuating oil prices due to crude inventory draws and fuel builds, China’s drop in November gas imports, India’s efforts to expand Russian energy imports, and GM's costly failure with its Cruise Robotaxi venture. He highlights the global demand for fossil fuels, the strategic approaches of energy companies like Exxon, and the importance of affordable energy access. Turley also emphasizes his investment successes, urging listeners to explore energy opportunities and tax deductions. Highlights of the Podcast 00:00 - Intro 01:20 - Job One for Doug Burgum at Interior – David Blackmon 03:51 - Oil Wobbles on Crude Inventory Draw, Large Fuel Builds 05:19 - China’s November gas imports drop 06:48 - India seeking to expand Russian energy imports – Moscow’s envoy Cruise in 2016 and then Blowing $10 Billion on It 08:50 - GM Shuts Down its Misbegotten Robotaxi Money-Pit after Acquiring Cruise in 2016 and then Blowing $10 Billion on It 12:57 - Outro Please see the links below or articles that we discuss in the podcast. Job One for Doug Burgum at Interior – David Blackmon Oil Wobbles on Crude Inventory Draw, Large Fuel Builds China’s November gas imports drop India seeking to expand Russian energy imports – Moscow’s envoy GM Shuts Down its Misbegotten Robotaxi Money-Pit after Acquiring Cruise in 2016 and then Blowing $10 Billion on It Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing In 2024 – Get in Contact With The Show –