Energy News Beat Podcast

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 Podcast00:01 – Introduction01:43 – China's Rare Earth Monopoly and Trade War Signals07:17 – U.S. Response and Administrative Inaction10:40 – Reactions to Global Trade Developments14:17 – U.S. Efforts to Break Rare Earth Dependence15:53 – U.S. Manhattan Project for Supply Chains20:13 – Regulatory Hurdles and Mining Challenges22:40 – Global Bifurcation and Emerging Trade Blocks25:24 – Russia, Ukraine, and the Changing Global Order34:13 – Media Narratives and Propaganda38:31 – Drone Warfare and Shifting Military Power42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry46:08 – Europe's Energy Crisis and Deindustrialization53:17 – Alaska, Energy Development, and Infrastructure Delays55:05 – Closing Thoughts and New Project PlugAgain, we highly recommend subscribing to David Blackmon's Substack at blackmon.substack.com, the Energy News Beat Substack, and Doomberg!

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/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:16 - 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 Questions07:46 - Greenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading Blocs11:10 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?15:49 - New Oil Sanctions Will Not Stop Russia's War Machine21:54 - Markets Update24:12 - Rig Count Update24:14 - Frac Count Update24:30 - Matador Resources Company Reports Third Quarter 2025 Results, Increases Full-year 2025 Guidance and Provides 2026 Outlook30:02 - 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 QuestionsGreenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading BlocsNow that the Alaska ANWR is Open for Lease Sales, Who Will Develop?New Oil Sanctions Will Not Stop Russia's War Machine

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/

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/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:17 - 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 Sustainable12:26 - Europe is the Biggest Loser in US-China Rare Earth Wars18:38 - EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats20:43 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region24:31 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund26:40 - 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 SustainableEurope is the Biggest Loser in US-China Rare Earth WarsEU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade ThreatsThe 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

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 – Intro00:56 – JP Morgan's $10B Strategic Investments02:11 – Rise of Geopolitical Investing & Strategic Imperatives02:28 – Return to Tangibles: The Core Thesis04:36 – Ringing the Bell: Launch of LENS ETF05:37 – Silver Breaks Out: Early Stages of Bull Run09:00 – Precious Metals vs. Tech & Bonds11:05 – Platinum's Comeback & EV Reality Check13:55 – Geopolitics, Military Spending & Commodity Demand15:30 – "We're in the Stuff Shovels Pick Up"17:40 – Oil Lagging—But Not for Long19:56 – LENS ETF Performance YTD21:21 – How Samarya Partners Invests Differently23:50 – Gold vs. S&P500 (Real Returns)25:17 – Inflation Outlook & Rate Cuts27:12 – AI, Data Centers & Energy-Driven Inflation30:18 – Long-Term Trends: Stagflation, Labor vs. Capital30:20 – How to Reach Wasif LatifCheck out the Transcript at EnergyNewsBeat.coCheck out the additional article at https://theenergynewsbeat.substack.com/

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/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:16 - EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats02:23 - U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations04:17 - Recent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge question06:35 - 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 Fund12:40 - Russian Oil Keeps Flowing: “Sanctions Don't Work as Intended”- Irina Slav17:19 - 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 Futures20:47 - Outro Links to articles discussed: EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade ThreatsU.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate RegulationsRecent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge questionThe 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 FundRussian Oil Keeps Flowing: “Sanctions Don't Work as Intended”- Irina SlavThe 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

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/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:16 - 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 Sustainable12:22 - How Trump's Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being Saved15:26 - Europe is the Biggest Loser in US-China Rare Earth Wars21:49 - Market Update22:57 - US Oil Rig Count Stalling While Output Soars23:52 - SLB Reports Q3 Earnings Higher Than Expected27:47 - 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 SustainableHow Trump's Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being SavedEurope is the Biggest Loser in US-China Rare Earth WarsUS Oil Rig Count Stalling While Output SoarsSLB Reports Q3 Earnings Higher Than Expected

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - The Current State of Critical Minerals in the US Market06:54 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions09:02 - Texas Oil Driller Taps Trump's Team to Save California Crude Project11:15 - Baytex Considers $3B Eagle Ford Asset Sale15:23 - Where's the Glut? Says ConocoPhillips CEO Ryan Lance19:16 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?22:09 - OutroLinks to articles discussed:The Current State of Critical Minerals in the US MarketChina and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. SanctionsTexas Oil Driller Taps Trump's Team to Save California Crude ProjectBaytex Considers $3B Eagle Ford Asset SaleWhere's the Glut? Says ConocoPhillips CEO Ryan LanceOccidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?

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.orgRBAC: 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 - StuHighlights of the Podcast 00:00 - Intro1:05 – Cyrus Brooks on RBAC & GasTech Milan4:28 – Anne Hyre on Bettering Human Lives & energy poverty6:16 – LPG impact on African households & jobs9:45 – Economic approach to solving energy poverty10:00 – Foundation's low-interest loans explained13:46 – Scaling LPG businesses in Kenya, Ghana, Zambia15:18 – Goal: 1M households & 1,000 schools by 203017:51 – Loan benefits vs commercial banks18:39 – How to donate & support the foundation21:06 – Success stories & African Energy Chamber model24:25 – Cyrus: energy drives commerce & prosperity25:49 – Environmental impact: deforestation & emissions26:30 – LPG cookstoves improve health, time & environment27:32 – Anne shares personal experience & passion28:20 – Upcoming trips & speaking events28:55 – Closing thoughts from Anne & Cyrus30:19 – Show notes & links

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - Where's the Glut? Says ConocoPhillips CEO Ryan Lance04:15 - 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 Update17:13 - OutroLinks to articles discussed:Where's the Glut? Says ConocoPhillips CEO Ryan LanceOccidental 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.

Lt. General Mike Flynn stops by the Energy News Beat PodcastIn 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 Emergency01:03 – Flynn's Book & the Depth of Government Corruption05:40 – Education, The Flynn Film & Institutional Reform09:10 – Election Integrity: The National Emergency Path12:24 – Lawfare Against Conservatives: Disbarment & Lawsuits14:24 – Ukraine Conflict: War Must End, Peace with Putin Possible19:59 – India, BRICS, and the Global Shift in Power23:31 – NATO Tank Gunnery Victory (1987): Military Excellence25:10 – California Refineries & Fifth Generation Warfare30:27 – Energy as National Survival: Summit Needed Now31:38 – Closing Remarks & Flynn's Contact Infohttps://theenergynewsbeat.substack.com/p/the-war-within-flynn-on-energy-elections

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - The Current State of Critical Minerals in the US Market06:59 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions09:08 - DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects10:40 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling13:12 - Texas Oil Driller Taps Trump's Team to Save California Crude Project18:18 - Market Update19:55 - Rig Count Drops as Oil Prices in Free FallFrac Count Update20:03 - Baytex Considers $3B Eagle Ford Asset Sale26:35 - OutroLinks to articles discussed:The Current State of Critical Minerals in the US MarketChina and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. SanctionsDAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy ProjectsPhil Mickelson says if you want cleaner Beaches, then restart oil drillingTexas Oil Driller Taps Trump's Team to Save California Crude ProjectRig Count Drops as Oil Prices in Free FallBaytex Considers $3B Eagle Ford Asset Sale

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike04:06 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 203009:25 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals19:30 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike24:10 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China26:41 - President Trump Approves a 211-Mile Road to Alaska's Ambler Mining Distric31Outro28:54- OutroLinks to articles discussed:Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strikeAI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and ChemicalsOPEC+ Has Come Close to Its Limit, Leaving Prices Open to SpikeThe United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing ChinaPresident Trump Approves a 211-Mile Road to Alaska's Ambler Mining District

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 - Intro00:28 – What's Going On in Texas?01:22 – Property Tax Reform Push02:00 – Major Win: School Choice (SB2)03:32 – From Valedictorian to Advocacy04:13 – School Choice Isn't Anti-Public School05:23 – Grassroots Engagement & AFP Events06:49 – Energy Roundtable Recap08:04 – Energy Grid Concerns & Data Center Growth09:29 – Nuclear Innovation & DOE Pilot Program10:14 – AI, Energy Policy & Texas Advantage11:09 – AFP's National Focus on Energy12:05 – Can Texas Eliminate Property Taxes?13:00 – The Freedom Unleashed Tour14:14 – A Real Fix is Coming15:47 – How to Get Involved16:12 – From Anger to Action16:42 – Final Thoughts & Thank Youhttps://theenergynewsbeat.substack.com/

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike04:53 - Exxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil Field06:30 - China to Build 11 New Oil Storage Sites in 2 Years08:41 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China11:13 - President Trump Approves a 211-Mile Road to Alaska's Ambler Mining District16:14 - Markets Update17:52 - Shell's Q3 Profit Soars on Strong Trading and Production18:25 - Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project21:59 - OutroLinks to articles discussed:OPEC+ Has Come Close to Its Limit, Leaving Prices Open to SpikeExxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil FieldChina to Build 11 New Oil Storage Sites in 2 YearsThe United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing ChinaPresident Trump Approves a 211-Mile Road to Alaska's Ambler Mining DistrictShell's Q3 Profit Soars on Strong Trading and ProductionShell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:15 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike04:07 - BlackRock's GIP Wins Approval of $6 Billion Allete Deal – How investors look at the deal07:20 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 203012:41 - 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 Members20:52 - Markets Update21:15 - OPEC+: Reuters Leaks on Oil Plans Again – But can they deliver?22:29 - Exclusive: Chevron puts $2 billion Colorado pipeline assets for sale, sources say23:28 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals32:29 - OutroLinks to articles discussed:Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strikeBlackRock's GIP Wins Approval of $6 Billion Allete Deal – How investors look at the dealAI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?Net-Zero Banking Alliance Folds After Mass Exodus by MembersOPEC+: Reuters Leaks on Oil Plans Again – But can they deliver?Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:13 - Dallas Fed Survey Reveals Unrest in America's Shale Patch09:48 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade14:05 - OPEC+ is poised to slip further below oil output target14:05 - Exclusive: OPEC+ plans another oil output hike in November, sources say15:57 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know22:39 - 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 Impact29:49 - OutroLinks to articles discussed:Dallas Fed Survey Reveals Unrest in America's Shale PatchU.S. Shale Costs to Soar to $95 per Barrel Within a DecadeU.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should KnowGold 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

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! - StuHighlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia's Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic InsightsFull Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:13 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know02:43 - 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 UN07:51 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact14:34 - Markets Update16:40 - OutroLinks to articles discussed:U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should KnowGold 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 UNBig Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

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 homesThe two biggest hurdles: financing and grid powerHow microgrids, nuclear, and behind-the-meter solutions can reshape the industryInvestment opportunities with 15–20% returnsStrain from EV adoption and natural gas demandAmerica's aging grid as a national security riskThe urgent need for skilled laborA 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-30minHighlights of the Podcast 00:00 - Intro00:52 – AI as a Force for Good02:23 – AI, Energy, and U.S. Dominance03:02 – What Are Data Centers?05:30 – Power & Financing: The Big Hurdles08:56 – ERCOT, Texas, and Nuclear Prospects10:33 – Investment Opportunities12:04 – Returns & Infrastructure Funds14:05 – Public Perception & Rising Bills15:08 – The Real Problem: Utilities18:44 – Businesses Must Rethink Energy19:35 – The EV Strain on the Grid21:16 – America's Clean Advantage23:46 – Solving Problems vs. Talking About Them25:07 – How to Connect with Mikey26:01 – Natural Gas Shortages Ahead?28:43 – The Energy Supercycle30:46 – The Skilled Labor Crisis32:37 – Stu's DIY Microgrid34:32 – Hard Truths for the Next Generation35:05 – Closing ThoughtsCheck out the Substack here:https://theenergynewsbeat.substack.com/

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges02:25 - Chinese Lithium Battery System Took down South Korean Intelligence Agency, and Texas has 1200 of these installed04:37 - Dallas Fed Survey Reveals Unrest in America's Shale Patch14:08 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade21:19 - Markets Update21:46 - OPEC+ is poised to slip further below oil output target22:43 - Exclusive: OPEC+ plans another oil output hike in November, sources say25:15 - Occidental in talks to sell OxyChem unit for at least $10 billion, FT reports28:53 - OutroLinks to articles discussed:Why Advertisers Are Returning to Big Oil Despite Net-Zero PledgesChinese Lithium Battery System Took down South Korean Intelligence Agency, and Texas has 1200 of these installedDallas Fed Survey Reveals Unrest in America's Shale PatchU.S. Shale Costs to Soar to $95 per Barrel Within a Decade

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:14 - Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies03:40 - California Won't Replace Expiring $7,500 Federal EV Tax Credit06:06 - Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan09:33 - Is China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?Oil13:04 - Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases16:20 - Russia's Crude Flows Hit 16-Month High on Rising Output, Attacks18:57 - OutroLinks to articles discussed:Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and SubsidiesCalifornia Won't Replace Expiring $7,500 Federal EV Tax CreditOil Pipeline Lifeline for Canada Comes Under Siege in MichiganIs China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?OilJumps as Trump Pushes Europe to Stop All Russian Energy PurchasesRussia's Crude Flows Hit 16-Month High on Rising Output, Attacks

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 forecastsOPEC's spare capacity myth and Saudi strategyHow China weaponizes energy and manufacturingThe U.S. refining edge (and why it's at risk)Colorado, California, and the cost of bad energy policyEurope's energy collapse & reindustrialization threatsWhy power generation = national securityThe truth about LNG, coal, and blackout risksWatch, share, and subscribe to stay informed on the real energy stories behind the headlines.Highlights of the Podcast 00:00 - Intro01:07 - Topics: Peak Oil & OPEC01:50 - Peak Permian? Not Yet05:47 - Permian Gas & Decline Curves07:02 - U.S. Refining & Exports09:43 - Alaska, Gulf, California12:04 - China's Global Energy Push15:43 - OPEC Capacity Reality Check20:11 - Saudi Break-Even & Output24:06 - CO Energy Policy Fails27:53 - Utilities & Electricity Costs31:16 - Net Zero vs. Reality35:51 - France & EU Energy Collapse39:07 - Nuclear, LNG & China Risk42:13 - Blackouts & Coal Comeback44:29 - Gillette Coal Power Tour47:19 - Pipelines & NY Policy50:14 - Iran, Hamas, Middle East Risk51:58 - Dark Tankers & Sanctions55:21 - Russia's Oil Gameplan01:01:40 - Ukraine Ceasefire Risks01:03:36 - Exxon, Ruble & Russia Tax01:05:28 - U.S. Energy Dominance01:07:13 - Connect with Trisha CurtisConnect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/Or her website: https://petronerds.com/

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - 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 Purchases09:05 - 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, Attacks15:03 - Market Update16:08 - Exxon Expands Guyana Output17:54 - OutroLinks 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 PurchasesTexas 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

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:12 - Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies03:37 - Rising Natural Gas Costs Make Wind and Solar More Expensive, Too06:49 - California Won't Replace Expiring $7,500 Federal EV Tax Credit09:15 - Iraq's Gas Deal Through Iran Blocked by U.S.10:58 - Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan16:28 - Market Update17:27 - U.S. Oil Rig Count Rises for Third Consecutive Week17:46 - Frac Count Update18:02 - Chord Energy to acquire XTO Energy's Williston Basin assets for $550m19:14 - OutroLinks to articles discussed:Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and SubsidiesRising Natural Gas Costs Make Wind and Solar More Expensive, TooCalifornia Won't Replace Expiring $7,500 Federal EV Tax CreditIraq's Gas Deal Through Iran Blocked by U.S.Oil Pipeline Lifeline for Canada Comes Under Siege in MichiganU.S. Oil Rig Count Rises for Third Consecutive WeekChord Energy to acquire XTO Energy's Williston Basin assets for $550m

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. - StuHighlights of the Podcast 00:00 - Intro01:06 – Tax Cuts Made Permanent03:35 – High-Tax States Benefit04:10 – CPA Burnout & Complexity04:31 – T. Boone Pickens Legacy05:15 – Tariffs & U.S. Manufacturing06:07 – Market Uncertainty & Bonds08:46 – Debt & Bond Market Risks09:40 – Trump vs. The Fed10:15 – Interest Rates & Real Estate12:09 – LNG Boom & EU Demand13:34 – Global Markets Rebound13:42 – Wind Project Stalls15:40 – Wind Turbine Failures16:08 – Nuclear & Micro Reactors18:02 – 2025 Investment Picks19:52 – Contact & Wrap-Up

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro01:14 - America's Grid is Nearing Its Breaking Point05:38 - $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 Demand13:39 - Fed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205021:36 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.25:04 - OutroLinks 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 DemandFed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.

Meet the Next Governor of California - Steve HiltonThis 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 collapseSteve Hilton's run for governorTribute to Charlie KirkImpact of Newsom's climate policiesWhy energy independence matters???? Subscribe and support the mission to bring energy truth to the forefront.???? Learn more: SteveHiltonForGovernor.comHighlights of the Podcast00:00 - Intro00:52 – Remembering Charlie Kirk04:41 – Charlie's Legacy & Turning Point USA06:57 – California's Crisis & Policy Failures09:48 – Steve Hilton's Energy Policy Vision16:36 – Doubling California's Oil & Gas17:16 – $10 Gas & Refinery Closures19:55 – Newsom's Cronyism & Carbon Taxes22:35 – The Myth of Net-Zero Power Goals25:23 – Faulty Data & CARB Manipulation28:30 – Electric Vehicle Elitism & Farm Equipment30:46 – How to Support Steve Hilton's Campaign32:13 – Final Words & Call to ActionYou 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 Herehttps://a.co/d/0ukc8oE

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - Fed cuts rates by 0.25% after flagging risks from softening labor market02:20 - Russia's Crude Exports Lose Momentum after Baltic Flows Targeted04:15 - Natural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205010:37 - 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 $550m14:55 - OutroLinks to articles discussed:Fed cuts rates by 0.25% after flagging risks from softening labor marketRussia's Crude Exports Lose Momentum after Baltic Flows TargetedNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global 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

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 equalHow Shalehaven reduces risk through portfolio diversificationThe power of 90%+ first-year tax deductionsDifferences between investing in AFEs vs. joining a fundTransparent fee structure with no acquisition or disposition feesHow hedging protects investors from price downsideShalehaven's expanding focus on natural gas demand from AI/data centersWhether 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.comPlus: Check the show notes for the investor video Graham mentions!Highlights of the Podcast 00:00 - Intro01:00 – Meet Shalehaven's Founders02:15 – What Shalehaven Is and Why It Was Built04:01 – Risk Reduction Through Diversification05:32 – Only Proven Assets—No Exploration Risk06:45 – Why Invest in a Shalehaven Fund Instead of Direct AFEs?07:45 – Fee Transparency and Investor Alignment08:33 – Credibility Within the Energy Industry09:49 – Transparency and Simple Structures12:17 – Tax Efficiency: 90%+ Deductions in Year One14:32 – Oil & Gas vs. Green Energy Returns16:39 – Target Returns: 15–20% Base with Tax Bonus18:47 – Hedging Strategy: 75% at $65 Oil20:05 – Why $55–$75 Oil is the Sweet Spot22:00 – Data Center Growth = Natural Gas Tailwinds24:15 – Future Investment in Behind-the-Meter Infrastructure?25:04 – How to Invest with Shalehaven26:29 – Wrap-Up & Looking Ahead to Fund III

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - America's Grid is Nearing Its Breaking Point04:38 - $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 Drilling11:49 - US urges EU to ditch Russian oil and gas faster13:09 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand16:12 - USA EIA Reveals Latest Brent Oil Price Forecast22:08 - Markets Update23:56 - Rig Count Update23:58. - Frac Count Update25:18 - OutroLinks 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 DrillingUS urges EU to ditch Russian oil and gas fasterIEA Prepares to Walk Back Predictions of Peak Oil and Gas DemandUSA EIA Reveals Latest Brent Oil Price Forecast

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility02:19 - Treasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire Review07:59 - OPEC+ Agrees in Principle to Increase Production in October13:33 - California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown17:04 - Job Cuts Rock Global Oil and Gas Sector23:22 - Peak Oil Production? Oil Majors' Exploration Capital Tumbled Since 201328:46 - OutroLinks to articles discussed:Oklo Commences First Phase Construction on Nuclear Fuel Recycling FacilityTreasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire ReviewOPEC+ Agrees in Principle to Increase Production in OctoberCalifornia in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery ShutdownJob Cuts Rock Global Oil and Gas SectorPeak Oil Production? Oil Majors' Exploration Capital Tumbled Since 2013

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown03:47 - Belgian Wind Project Vetoed; Global Total Of Renewable Rejections Hits 1,104Job Cuts Rock Global Oil and Gas Sector12:08 - Ukraine Strikes Russian Pipelines, Fuel Supply Hit Hard – Do they even want Peace?14:34 - Peak Oil Production? Oil Majors' Exploration Capital Tumbled Since 201321:53 -Market Updates24:12 - SM Energy CEO Transition27:39 - OutroLinks to articles discussed:California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery ShutdownBelgian Wind Project Vetoed; Global Total Of Renewable Rejections Hits 1,104Job Cuts Rock Global Oil and Gas SectorUkraine Strikes Russian Pipelines, Fuel Supply Hit Hard – Do they even want Peace?Peak Oil Production? Oil Majors' Exploration Capital Tumbled Since 2013

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility02:21 - Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action04:44 - Treasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire Review10:22 - China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ12:30 - OPEC+ Agrees in Principle to Increase Production in October18:05 - Markets Update21:29 - OutroLinks to articles discussed:Oklo Commences First Phase Construction on Nuclear Fuel Recycling FacilityHyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement ActionTreasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire ReviewChina Escalates Taiwan Provocations with Illegal Oil Drilling in EEZOPEC+ Agrees in Principle to Increase Production in October

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:06 - High Energy Costs Push UK Industry to the Brink02:54 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More06:45 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions10:37 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped14:20 - Germany Sees Bigger Role for Gas to Keep the Lights On16:51 - OutroLinks to articles discussed:High Energy Costs Push UK Industry to the BrinkThe UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even MorePutin and Modi Meet in China: Forging Energy Ties Amid Global TensionsChina may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedGermany Sees Bigger Role for Gas to Keep the Lights On

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 - Intro00:40 – Bill's Data Center Journey01:21 – U.S. Data Center Hotspots03:33 – Stargate Abilene & Behind-the-Meter Power05:20 – Load Interactive Grid Planning06:36 – ERCOT Rules & Real-World Grid Saves08:33 – Fuel Choices: Gas, Renewables & SMRs11:44 – Cloud Growth Beyond AI12:24 – Turbine Shortages & Project Planning13:40 – Grid Strain Is Broader Than Data Centers15:26 – Oilfield Innovation Meets Data Infrastructure17:50 – Nuclear's Regulatory Wall19:32 – Transmission Bottlenecks & Urban Realities21:03 – Cleaner Power & Carbon Capture21:29 – Bill's Return Invite22:25 – Contacting Bill Mazzetti23:14 – Wrap-Up & ThanksFull Transcript: https://theenergynewsbeat.substack.com/

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped03:46 - Russia Wins in China with New Pipeline06:13 - Germany Sees Bigger Role for Gas to Keep the Lights On08:41 - US Records Highest Ever LNG Exports in August11:22 - Markets Update12:51 - ConocoPhillips says it will cut workforce by 20-25%, shares fall13:24 - OutroLinks to articles discussed:China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedRussia Wins in China with New PipelineGermany Sees Bigger Role for Gas to Keep the Lights OnUS Records Highest Ever LNG Exports in August

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:19 - High Energy Costs Push UK Industry to the Brink03:03 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More06:49 - Kemi Badenoch, The UK Tory Leader, Pledges to Abandon Net Zero and Maximise North Sea Oil and Gas Production09:01 - Energy Security Starts at Home, and Norway Needs to Look Out for Its Own12:16 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions15:33 - OutroLinks to articles discussed:High Energy Costs Push UK Industry to the BrinkThe UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even MoreKemi Badenoch, The UK Tory Leader, Pledges to Abandon Net Zero and Maximise North Sea Oil and Gas ProductionEnergy Security Starts at Home, and Norway Needs to Look Out for Its OwnPutin and Modi Meet in China: Forging Energy Ties Amid Global Tensions

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - 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 Shale08:13 - 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 Bills13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark18:13 - OutroLinks 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 ShaleERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsWhy Model-Based Oil Forecasts Keep Missing the Mark

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 - Intro00:00 – Intro & Guest Welcome00:33 – EnerCom Recap & Liberty's Story01:57 – Chris Wright's Legacy & Energy Leadership02:31 – Oilfield Culture & Liberty's Brand Strength04:00 – Resiliency Through Downturns06:03 – Liberty Power Innovations & Data Center Pivot07:30 – Grid Gaps & AI-Energy Parallels08:54 – Microgrids for Data Centers10:46 – Customer Profiles & Geographic Targets12:18 – Electric Frac Fleets & Future-Ready Energy13:07 – SMR Partnership with Oklo14:22 – Nuclear Dreams & Liberty's Long-Term Vision15:21 – Grid Policy Failures & Inflation16:46 – Energy Poverty in California17:12 – Liberty's Ticker & Market Sentiment18:09 – Two-Sided Strategy: OFS + Power19:47 – Financial Stability & Long-Term Returns21:00 – Wrap-Up & Contact InfoFor the full transcript: https://theenergynewsbeat.substack.com/

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:17 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills03:11 - Climate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug Sheridan04:58 - Why Model-Based Oil Forecasts Keep Missing the Mark09:39 - EIA expects record U.S. natural gas consumption in 202511:26 - BlackRock Gas Deal Shores Up Aramco's Financial Firepower13:02 - OutroLinks to articles discussed:The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsClimate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug SheridanWhy Model-Based Oil Forecasts Keep Missing the MarkEIA expects record U.S. natural gas consumption in 2025BlackRock Gas Deal Shores Up Aramco's Financial Firepower

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - 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 Shale08:23 - President Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction19:16 - Markets Update20:53 - US Rig Count Falls as Drillers Play it Safe21:11 - Frac Count Update21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say25:04 - OutroLinks 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 ShalePresident Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a BoomerangERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?US Orders Ørsted to Halt Rhode Island Wind Farm ConstructionUS Rig Count Falls as Drillers Play it SafeCrescent Energy nears deal for US shale peer Vital Energy, sources say

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 SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:26 - Trump Moves to Open 82% of Alaska's Petroleum Reserve for Drilling05:19 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany07:33 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales13:04 - Energy Transition Stalls as Oil Super-Cycle Risks Return115:46 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?18:46 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedTrump Moves to Open 82% of Alaska's Petroleum Reserve for DrillingTariffs and Energy Costs Could Spark an Economic Crisis for GermanyEnergy Transition Stalls as Oil Super-Cycle Risks ReturnGavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

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 DominanceWe 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 - Intro00:00:41 – Workrise and Its Role in the Industry01:34 – AI's Impact on the Industry02:19 – The Growing Demand for Natural Gas and Energy04:13 – Behind the Meter Power Generation and Midstream Challenges06:11 – The Changing Energy Landscape08:11 – Challenges in the Supply Chain10:32 – The Shift Towards Localized Power Generation12:09 – The Role of People in the Energy Industry14:36 – Regulatory Challenges16:43 – California's Energy Crisis18:55 – Preparing for Future Energy Demands20:25 – Securing the Future of U.S. Energy22:57 – Adam's Final Thoughts23:15 – How to Connect with Adam HirschfeldCheck out the full transcript at https://theenergynewsbeat.substack.com/

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:12 - Energy Transition Stalls as Oil Super-Cycle Risks Return02:54 -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 India08:32 - 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 Update18:57 - OutroLinks to articles discussed:Energy Transition Stalls as Oil Super-Cycle Risks ReturnWhat 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 IndiaHow 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?

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:25 - Britain's net-zero scheme is being derailed by opposition to solar and wind projects04:26 - Trump Moves to Open 82% of Alaska's Petroleum Reserve for Drilling07:23 - Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty12:15 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany17:16 - Markets Update18:48 - Rig Count Update18:51 - Frac Count Update19:16 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales23:36 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedBritain's net-zero scheme is being derailed by opposition to solar and wind projectsTrump Moves to Open 82% of Alaska's Petroleum Reserve for DrillingTrump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace TreatyTariffs and Energy Costs Could Spark an Economic Crisis for Germany

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:36 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production04:47 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports11:34 - 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 Project18:04 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons21:01 - OutroLinks to articles discussed:Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe 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 ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - 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 Sheridan06:35 - Trump's Tariff Gambit Puts India in an Oil Price Bind09:12 - NextDecade Gets $1.8 Billion Injection for LNG Project11:30 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons16:38 - Markets Update19:09 - BKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal20:52 - Earnings Overview22:40 - OutroLinks 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 SheridanTrump's Tariff Gambit Puts India in an Oil Price BindNextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost ComparisonsBKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:39 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production4:56 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports09:47 - New Uranium Plant in Kentucky is Just the Start15:27 - Markets Update17:59 - Oil and Gas Rigs Still Near 3-Year Low and We Need More Online18:32 - Frac Count Update18:50 - Earnings Update22:24 - OutroLinks to articles discussed:Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG ExportsNew Uranium Plant in Kentucky is Just the StartOil and Gas Rigs Still Near 3-Year Low and We Need More Online

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 InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety03:40 - Net Zero Has Cost Europe's Energy Future06:30 - Trump Says US to Hike India's Tariffs Over Russian Oil Buys08:05 - Moscow's Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas10:48 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?15:45 - Russia's Gasoline Prices Surge After Refinery Hit by Drones18:09 - How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals21:17 - BP to Cut 6,000 Jobs in Another Business Review24:14 - OutroLinks to articles discussed:Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over SafetyNet Zero Has Cost Europe's Energy FutureTrump Says US to Hike India's Tariffs Over Russian Oil BuysMoscow's Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural GasWhat is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?Russia's Gasoline Prices Surge After Refinery Hit by DronesHow The Union Pacific-Norfolk Southern Deal Would Boost PetrochemicalsBP to Cut 6,000 Jobs in Another Business Review

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 - Intro00:28 - Meet Charlie Burd and the Gas and Oil Association of West Virginia02:08 - West Virginia's Economic Impact03:22 - Steve Reese's Insights on Trends in Natural Gas05:09 - Natural Gas and Energy Security06:00 - The Future of Natural Gas in West Virginia07:32 - Challenges in Pipeline Permitting08:17 - The Grid and Energy Demands10:00 - Behind-the-Meter Power Generation12:12 - The Push for LNG Exports14:56 - Energy Dominance and Global Trade16:08 - Toby Rice and Industry Leadership17:00 - Economic Growth in the Marcellus and Utica Shales19:03 - Bitcoin Mining and Stranded Gas21:51 - Upcoming Summer Meeting23:57 - Collaboration and Competition in the Energy Sector25:03 - Political Advocacy for Natural Gas27:23 - Steve's Upcoming Energy Auditing Program29:02 - Midstream Engineering Program at West Virginia University30:01 - Closing RemarksCheck out the https://theenergynewsbeat.substack.com/