Energy News Beat Podcast

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down Chevron CEO Mike Wirth's confident outlook on oil and gas, even as the industry wrestles with glut fears, AI-driven efficiency shifts, and evolving demand. We explore the UK's growing tension between AI expansion and net-zero ambitions, Sweden's painful pension-fund losses from risky green investments, and Enbridge's major move to expand Canadian oil export capacity. We also recap Ukraine's latest refinery strike and the escalating 2025 energy-infrastructure hits shaping global markets. Plus, we cover rig-count changes, volatile pricing, and the geopolitical pressure points driving this week's energy narrative.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:15 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron03:42 - Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter06:05 - Sweden's Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects09:41 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil10:45 - Ukraine Claims Strike on Rosneft's Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War15:23 - Market Update16:35 - U.S. Rig Count Up this Week by One16:39 - Frac Count Update17:53 - Outro Links to articles discussed:Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and ChevronLabour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn PorterSweden's Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero ProjectsEnbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian OilUkraine Claims Strike on Rosneft's Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian WarU.S. Rig Count Up this Week by One

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turle and Michael Tanner break down why “location, location, location” is driving the resilience—and risks—of U.S. drilling programs as breakeven costs diverge sharply across basins. They unpack rising natural gas prices amid LNG export demand, Germany's shaky energy outlook, and a wave of renewable sector troubles from Pine Gate Renewables' bankruptcy to Ørsted's massive losses. The hosts also highlight coal's global comeback, the long-term implications of U.S. turbine shortages, and Chevron's move into behind-the-meter Permian power for AI data centers. Plus, they take aim at COP30 drama and Gavin Newsom's energy commentary, contrasting political narratives with real-world demand for molecules—not slogans.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:15 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:53 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio13:04 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?16:01 - Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug Sheridan18:34 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model21:09 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the LocationU.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage NumbersPine Gate Renewables files for bankruptcy, selling solar business and project portfolioCOPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug SheridanChevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model

Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast00:00 – Opening & Guest Introductions02:32 – AI Boom vs. Power Shortage07:18 – AI Hype vs. Energy Reality11:42 – Nuclear Reality Check16:03 – Coal's Comeback18:02 – Natural Gas Outlook21:15 – Pipeline Bottlenecks & Permitting Trouble24:33 – Chevron Entering Data Center Power25:19 – Pipeline Twinning Not As Easy As It Sounds28:08 – Geopolitics Ignored by the Market33:24 – Demand: Stronger Than Narratives Suggest37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory49:52 – Commodities Rotation & Energy Lag55:11 – Propaganda & the Climate Narrative01:01:21 – Pendulum Swings & Hope for Middle Ground01:02:50 – Utility Mismanagement & Decentralization01:05:04 – Will Democrats Blame Republicans for High Power Prices?01:06:10 – Government Control, Incentives & Rate Failures01:09:59 – Tracy on Fox Business: Uranium Bottleneck01:22:35 – Closing Thoughts & Market Outlook

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Dr. Lars Schernikau, author of The Unpopular Truth About Electricity and the Future of Energy, to unpack why reliability and affordability must lead energy policy. They dive into the real costs of large-scale wind and solar—intermittency, low energy density, short lifetimes, grid stability (AC vs. DC/inertia), and hidden disposal/subsidy issues—contrast ERCOT nameplate vs. actual load, and spotlight energy poverty from Pakistan to Africa. Schernikau argues that “energy security starts at home,” calling for honest accounting and smarter investment in modern thermal, nuclear (incl. SMRs), geothermal, and long-horizon fusion—while noting AI/data centers make power resilience more critical than ever. Along the way: Bill Gates' recent climate-risk comments, COP priorities, NJ Ayuk and Chris Wright's energy-access push, and why financing institutions are beginning to rethink greenwashed narratives. Learn more at unpopular-truth.com.Dr. Schernikau, Thank You for your wonderful leadership in the world of Energy markets, and I look forward to more discussions. - Stu Highlights of the Podcast 00:00 - Intro01:27 – Net Zero and Bill Gates' Shift02:01 – Why Energy Reliability Matters03:13 – Ending Energy Poverty03:58 – Energy Efficiency Through History05:57 – Book Mention: Unpopular Truth06:12 – COP and Climate Priorities07:08 – Reliability Before Affordability09:04 – ERCOT Grid Costs & Overbuild10:39 – The 3 Problems: Intermittency, Density, Lifetime14:36 – Solar Durability Issues15:30 – Overbuilding and Storage Costs17:24 – Subsidies & Disposal Costs18:49 – Recycling and Greenwashing19:43 – Grid Stability: AC vs. DC23:16 – Energy Security Risks24:25 – Complex Grids & Vulnerability26:50 – Africa's Energy Development27:55 – Global Fuel Dependence32:26 – Politics, IEA, and Funding33:42 – Real Cost of Wind & Solar35:39 – Geothermal Laser Breakthrough36:10 – Future of Energy: Nuclear to Fusion38:38 – Germany's Nuclear Irony39:11 – European Politics & Hope40:10 – Financing & Greenwashing Shift42:33 – Wrap Up & Final ThoughtsFull transcript on https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break break down Gavin Newsom's COP30 grandstanding, Trump's coal revival predictions, and why China dominates clean-energy manufacturing while still running on coal and oil. They unpack billions pouring into U.S. nuclear projects—and why real returns are still a decade away—before diving into Chevron's first West Texas data-center power project and Liberty Energy's early lead in the space. The duo closes with the IEA's updated outlook showing oil and gas demand rising through 2050, shaky OPEC signals pushing prices down, and Baytex's surprising Eagle Ford exit. A fast, fiery roundup of energy reality, markets, and industry moves.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ 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 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?03:26 - Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug Sheridan05:58 - Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?07:54 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model10:36 - Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil's not quite Dead Yet”15:02 - Markets Update16:39 - Baytex to Divest of U.S. Eagle Ford Assets to Advance Higher-Return Canadian Core Portfolio18:57 - Outro Links to articles discussed:COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug SheridanBillions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business ModelOil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil's not quite Dead Yet”

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down why U.S. drilling success still comes down to “location, location, location.” They analyze breakeven costs across major basins, rising LNG demand and natural gas prices, and the growing acceptance of natural gas as a “clean” fuel. The hosts discuss Pine Gate Renewables' bankruptcy, Orsted's mounting losses, and the ripple effects of inflation on ConocoPhillips' Willow project. They wrap with insights on rig counts, production strategies, and why smart investors are turning back to oil and gas for real returns.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast 00:00 - Intro00:14 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:57 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:51 - UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions10:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio15:53 - Market Updates17:12 - Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?20:22 - ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?24:30 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the LocationU.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage NumbersUK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane EmissionsPine Gate Renewables files for bankruptcy, selling solar business and project portfolioRig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner unpack Bill Gates' shocking statement that climate change is not humanity's biggest existential threat — and explore the billions in global market impact tied to his reversal. The episode dives into the ripple effects across energy policy, ESG investing, and carbon capture economics, while connecting it to Illinois' new 3-GW battery bill, Ørsted's $262 M Q3 loss, Germany's collapsing wind output, and the fading credibility of COP30. With humor and hard data, the hosts reveal how “energy addition” — not “transition” — is defining the new era of global energy security.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps:00:00 - Intro00:20 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?04:35 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen10:49 - Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October14:07 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?17:23 - What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?20:08 - OutroLinks to articles discussed:Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be SeenWind Not Blowing in Germany as Wind Output Hits Yearly Low After Record OctoberØrsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley sits down with Lt. Colonel Alea Nadeem, an Air Force veteran and Republican candidate for Ohio's 9th District. They discuss her mission to unseat longtime Democrat Marcy Kaptur, her stance on energy independence, nuclear power, and realistic green policy, and her fight for America-first values and election integrity. Nadeem shares her powerful personal story of survival, service, and gratitude for America, her vision for reviving manufacturing and union jobs in Ohio, and her belief in pragmatic, results-driven leadership that bridges divides and restores faith in government.Please check out Lt. Colonel Nadeem's website: https://aleaforcongress.com/Follow Lt Colonel Nadeem on X: https://x.com/AleaforOHThank you, Alea, for your past and future service, and for stopping by the podcast! I had fun, and good luck—we need people dedicated to America, and Americans First! 00:00 – Intro00:37 – The Challenge Ahead01:05 – Wealth in Congress01:27 – Military Roots02:03 – Funding the Campaign03:03 – Election Integrity in Ohio04:09 – Seeking Trump's Endorsement04:55 – Her Story: Kidnapped to Iraq and Rescued by America06:22 – Energy Policy & Common Sense07:36 – The Three Horsemen of Energy Dominance08:25 – Realistic Energy Independence09:25 – Campaign Challenges & Fundraising Realities10:19 – Supporting Bitcoin and Future Industries11:15 – Handling Congress “Knuckleheads”13:10 – Policy Reform & Pragmatism13:28 – DEI, Readiness & Military Focus14:23 – America First & Dual Citizenship Concerns15:48 – Influence & Foreign Interests in Congress17:19 – Generational Shift in the GOP18:05 – Nuclear Energy & Fetterman's Shift19:26 – Net Zero Myth & Energy Reality20:34 – Oil Saved the Whales — Twice22:24 – The Appeal of Honest Podcasts23:58 – Ohio's Manufacturing Heartbeat25:17 – Unions, Jobs, and Shifting Loyalties27:22 – Changing the Conversation with Unions28:34 – Reaching Across the Aisle30:06 – U.S.–India–Russia Diplomacy & Sanctions32:02 – Air Force Precision & Operation Midnight Hammer33:13 – Final Message & Call to ActionFull transcript on the Energy News Beat Substack. https://theenergynewsbeat.substack.com/

In this episode of Energy NewsBeat Daily Stand-Up, Stuart Turley breaks down Germany's wind collapse, Ørsted's $262M loss, and COP30's credibility crisis after Bill Gates' climate remark. He spotlights David Blackmon's report on $1B in wind-turbine repairs, Wood Mackenzie's forecast of rising oil demand through 2032, and Russia's Lukoil asset sale to evade sanctions. Turley drives home one message — energy security needs realism, not ideology.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast 00:00 - Intro00:22 Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October03:29 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?06:55 - What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?12:31 - Wind Power's Crumbling Facade: $1 Billion in Blade Fixes Can't Mask the Rot – David Blackmon15:07 - Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 203217:27 - If Approved: Russia Sells Lukoil's Assets to Avoid Sanctions19:51 - Outro Links to articles discussed:Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record OctoberØrsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?Wind Power's Crumbling Facade: $1 Billion in Blade Fixes Can't Mask the Rot – David BlackmonOil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032If Approved: Russia Sells Lukoil's Assets to Avoid Sanctions

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley dive into Bill Gates' surprising pivot on climate change, questioning his motives and the massive economic fallout from his past advocacy. They highlight Charles Payne's sharp commentary, emerging cybersecurity threats from Chinese EVs, Illinois' questionable battery storage bill, and Exxon's bold legal challenge against California's climate laws. Also covered: Exxon's Permian JV buyout, rig count drops, natural gas spikes, Venezuela tensions, OPEC+ production moves, and the strategic importance of Exxon's Guyana asset. A fast-paced, hard-hitting roundup of energy news and political implications.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:13 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?04:30 - Emerging Cybersecurity Threats: Chinese Manufacturers' Control Over Electric Buses, Power Grids, and Phones06:08 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen09:45 - Exxon Buys Out Legacy Sinochem JV, Expands in Midland Basin12:17 - ExxonMobil Sues California Over Climate Reporting Laws17:10 Market Updates20:10 - OPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook22:05 - Chevron Reports Third Quarter 2025 Results23:27 - Outro Links to articles discussed:Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?Emerging Cybersecurity Threats: Chinese Manufacturers' Control Over Electric Buses, Power Grids, and PhonesIllinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be SeenExxon Buys Out Legacy Sinochem JV, Expands in Midland BasinExxonMobil Sues California Over Climate Reporting LawsOPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley hosts Steve Reese (Reese Energy Consulting) and Matthew Hill (fire suppression expert) for a powerful conversation on the future of energy, natural gas demand, AI data center growth, and energy infrastructure. They unpack the collision course between LNG exports and power-hungry data centers, highlight the coming turbine shortage, and explore mobile microgrid and modular refinery innovations. Topics span from CNG applications, geothermal crossover, and battery fire risks, to U.S. refining bottlenecks, regulatory barriers, and California's energy policies as a national security threat. The episode is a dynamic mix of industry insight, policy critique, and forward-looking solutions—driven by a call for energy dominance, regulatory reform, and American innovation.You will want to connect with Steve Reese on LinkedIn: https://www.linkedin.com/in/steve-reese-185a86/And Matthew Hill is a must-connect for safety: https://www.linkedin.com/in/matthewhillknightfirespecialists4055682742/Check out Reese Energy Consulting at https://reeseenergyconsulting.com/Highlights of the Podcast 00:00 – Intro00:00 – Intro & Guests01:03 – Gas Demand: LNG vs. Data Centers01:53 – Turbine Shortage & Microgrids02:43 – Big Tech's Unreal Gas Expectations04:05 – Mobile Data Centers on Well Pads05:16 – Frac Firms Becoming Tech Giants06:41 – ROI of AI Infrastructure08:20 – CNG & Mobile Midstream09:42 – Gen Z & ESG Pressure10:17 – Failed Solar & Gas Reality10:52 – SMRs & Powering AI Boom12:20 – Flynn, California, & Business Exodus15:09 – Regulation Creep & Safety18:16 – Pipeline Delays & Bottlenecks20:32 – Illegals & Hydrocarbon Transport Risks21:30 – CA Imports Dirty Oil While Shutting Local Supply23:21 – U.S. Refinery Gap24:57 – NIMBYs & NatSec Risk26:03 – Gas Price Outlook27:40 – Geothermal's Momentum29:55 – New Modular Refineries31:38 – Operator vs. Political Disconnect33:02 – Reese's AI & LNG Training33:45 – CNG/LNG Use on Pads34:52 – Battery Fire Safety & BESS36:47 – Mobile Power Best Practices38:34 – Lithium Battery Threats39:02 – Wrap-Up & OutroFull Transcript at https://theenergynewsbeat.substack.com/

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down a whirlwind of critical updates—from Secretary Chris Wright's aggressive timeline on rare earth mineral development to the real story behind ANWR lease openings and the mounting capital challenges in Alaska's frozen frontier. They dive into sanctions, Venezuela's geopolitics, and the myth of energy “transition” vs the reality of energy addition. Plus, insights on TotalEnergies' Anadarko gas deal, Equinor's earnings miss, and why utilities and fossil fuels are still where the real returns lie. Buckle up for the smartest 20 minutes in energy.Subscribe to Our Substack For Daily 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/ andTwitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:17 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?03:36 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?08:10 - New Oil Sanctions Will Not Stop Russia's War Machine14:08 - We Are in an Energy Addition, Not Transition20:08 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets22:07 - Lower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates24:23 - OutroLinks to articles discussed:Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?New Oil Sanctions Will Not Stop Russia's War MachineWe Are in an Energy Addition, Not TransitionTotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin AssetsLower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley, host, welcomes Joe Raia, Chief Commercial Officer at Abaxx Exchange, to discuss how Abaxx is revolutionizing global commodity futures trading. From physically deliverable LNG and critical mineral contracts to pioneering gold vaulting in Singapore, Raia outlines how Abaxx is bringing much-needed innovation, transparency, and risk management to underserved markets. They also dive into shifting global trade blocs, the need for dollar-based lithium pricing, and how new technology and infrastructure investment are reshaping the future of energy and commodity finance.I thoroughly enjoyed my visit with Joe, and discovering what Abaxx Commodities Exchange can do for national security and global market trade is huge. I look forward to more interviews with Joe, and I would like to have him join a panel discussion with Doomberg in the future to cover global financial markets. Joe, thank you for your time, leadership, and for stopping by the podcast, Stu Check out Abaxx Exchange here: https://abaxx.exchange/Connect with Joe Raia on LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/Highlights of the Podcast 00:00 – Intro00:50 – What is Abaxx?01:41 – The LNG Market Problem03:50 – Abaxx's Physically Deliverable Contracts05:06 – Missed Risk Tools in Europe06:00 – Clearinghouse & Regulation07:05 – Critical Minerals Contracts08:32 – The Role of Tariffs & Re-Shoring10:03 – Surviving Regulation11:40 – Gold Futures Breakthrough in Asia12:59 – The Rise of New Trading Blocs14:54 – Impact of EU's Energy Policy16:04 – The “Three Horsemen” of Energy17:04 – LNG Margins & Export Growth18:13 – Molecule Demand & Natural Gas18:49 – LNG to Electricity Opportunities19:17 – US LNG Momentum Continues19:22 – What's Coming in Q1 2026?20:42 – How to Connect with Abaxx21:04 – Wrap-up & Final ThoughtsFull Transcript: https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/

In this episode of Energy Newsbeat Daily Standup, Stuart Turley breaks down why we're living through an energy addition, not a transition—as global demand for oil, gas, and coal continues to climb despite record renewable spending. He dives into Texas ERCOT's massive overbuild of nameplate capacity, BP's $25 billion Iraq investment as a geopolitical lifeline, Iraq's new LNG import deal, and major oil producers ramping output despite OPEC's challenges. Plus, updates on TotalEnergies' U.S. gas expansion and Equinor's Q3 profit drop, highlighting how “green transition” strategies have failed and traditional energy remains the cornerstone for investors. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:08 - We Are in an Energy Addition, Not Transition06:21 - BP's New $25 Billion Investment in Iraq's Kirkuk Fields Is Far More Than an Oil Project—It's a Geopolitical Pivot07:59 - Iraq Secures First Floating LNG Import Platform Deal with U.S. Firm08:50 - Oil Giants Join OPEC in Boosting Production with Earnings Confirmations This Week12:28 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets14:41 - Lower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates17:03 - Outro Links to articles discussed: We Are in an Energy Addition, Not TransitionBP's New $25 Billion Investment in Iraq's Kirkuk Fields Is Far More Than an Oil Project—It's a Geop…Iraq Secures First Floating LNG Import Platform Deal with U.S. FirmOil Giants Join OPEC in Boosting Production with Earnings Confirmations This WeekTotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin AssetsLower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates

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