Energy News Beat Podcast

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley discusses the EPA's proposal to rescind the Obama-era endangerment finding, a move that could undo over $1 trillion in regulations and save the U.S. economy billions. He highlights the potential impact on automakers, consumers, and energy companies, and explores the implications for energy policy, including how it could affect global agreements like the EU trade deal. Tune in for insights on how this shift could shape America's energy future and economic landscape.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:19 - EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates04:36 - U.S. To Open Domestic Supply of Critical Minerals from Mine Waste06:00 - Egypt's Decline from LNG Exporter to LNG Importer Could Change Global Markets09:14 - Electricity generated from wind and solar cannot replace fossil fuels!12:25 - China Shifts to Fuel Exports Due to Higher Margins15:17 - OutroLinks to articles discussed:EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle MandatesU.S. To Open Domestic Supply of Critical Minerals from Mine WasteEgypt's Decline from LNG Exporter to LNG Importer Could Change Global MarketsElectricity generated from wind and solar cannot replace fossil fuels!China Shifts to Fuel Exports Due to Higher Margins

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the escalating tensions between Qatar and the EU over net zero regulations, with Qatar threatening to cut LNG supplies. They also discuss America's grid vulnerability due to transformer shortages, the EU's historic agreement with the U.S. and its impact on oil prices, and how rising ASPs for AR7s expose the true cost of renewables. Tune in for insights on energy policy, market dynamics, and geopolitical developments shaping the future of global energy.Subscribe to Our Substack For Daily 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 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies02:36 - Overlooked Vulnerability Could Cripple America's Grid05:01 - As the EU and U.S. Reach Historic Agreement, Oil Prices Climb07:14 - ASPs for AR7 prove renewables are not cheap12:00 - Markets Update15:34 - OutroLinks to articles discussed:Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG SuppliesOverlooked Vulnerability Could Cripple America's GridAs the EU and U.S. Reach Historic Agreement, Oil Prices ClimbASPs for AR7 prove renewables are not cheap

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into President Trump's role in potentially stalling solar and wind projects due to security concerns, such as China's embedded spy technology. They explore his regulatory moves on renewable energy, focusing on tightening federal permitting, and discuss how this impacts U.S. energy security. The conversation also touches on Trump's trade strategies with China, his position on Russia and Ukraine, and the energy challenges in California. Additionally, they cover the Department of Interior's win for U.S. energy independence, market fluctuations, and O'Vintiv's strong performance in Canada's energy sector.Subscribe to Our Substack For Daily 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 - Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components?03:36 - Zeldin, Trump, Prepare Assault on EPA Endangerment Finding05:45 - Department of Interior Secures Win for American Energy Dominance – Safely and Timely07:42 - Trump Tariffs in Flux as Trump and Von der Leyen Set to Meet with Trade Deal Balance13:09 - Markets Update16:58 - Rig Count Update17:12 - Frac Count Update17:53 - Ovintiv Reports Second Quarter 2025 Financial and Operating Results20:37 - OutroLinks to articles discussed:Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components?Zeldin, Trump, Prepare Assault on EPA Endangerment FindingDepartment of Interior Secures Win for American Energy Dominance – Safely and TimelyTrump Tariffs in Flux as Trump and Von der Leyen Set to Meet with Trade Deal BalanceOvintiv Reports Second Quarter 2025 Financial and Operating Results 

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 - OPEC is Looking for Market Share While Playing the Long Game04:57 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?08:58 - Which Energy Markets are Moving12:23 - EQT Calls on Congress to Slash Gas Project Approval Times15:34 - California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States20:04 - If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?23:50 - President Trump Announces Three New Trade Deals26:58 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?29:02 - OutroLinks to articles discussed:OPEC is Looking for Market Share While Playing the Long GameEU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?Which Energy Markets are MovingEQT Calls on Congress to Slash Gas Project Approval TimesCalifornia Oversteps Its Borders: Forcing Energy Policies on the Rest of the United StatesIf Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?President Trump Announces Three New Trade DealsDoes the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley sits down with Dr. Robert Brooks of RBAC to explore global natural gas and LNG markets, including U.S. export trends, Asia's rising demand, and Europe's energy challenges. We discuss geopolitical impacts, FSRUs, LNG-to-power growth in Southeast Asia, and why net-zero policies are backfiring in industrial economies. Dr. Brooks also highlights RBAC's forecasting software and long-term LNG price trends, offering sharp insight into the future of global energy.If you are in the AI, Data Center space there are a couple of key companies you need to have on your speed dial, and RBAC is one of them. Understanding the global natural gas and LNG market is crtical for your business, data center, or the use of AI. With the reports from the Department of Energy that we have talked about that power blackouts could increase 100 fold, you need to look at your power plans to keep your business running in ways we did not have to in the past. Thank you Dr. Brooks for stopping by the podcast, it was a lot of fun. - Stu. Check out RBAC here https://rbac.com/Follow Dr. Brooks on his LinkedIn here: https://www.linkedin.com/in/robert-brooks-ph-d-8081231/Highlights of the Podcast 00:00 - Intro01:15 - Strait of Hormuz & Iran's Threats01:56 - LNG Projects in the U.S. & Gulf Coast03:42 - Alaska LNG Project History06:16 - Global Energy Diplomacy08:00 - RBAC Software Overview09:40 - North America Dominates Global Production11:15 - Asia's Natural Gas Growth14:54 - Virtuous LNG Cycle in Developing Nations18:06 - FSRUs & Fast-Track LNG Infrastructure20:04 - Hawaii's Dirty Secret: Fuel Oil21:26 - Long-Term LNG Contracts & U.S. Exports22:08 - Middle East Energy Giants Go Global24:32 - Europe's Return to Fossil Pragmatism25:58 - U.S. Voters Prefer Pragmatism on Energy28:05 - Germany's Industrial Collapse30:22 - Rising EU Skepticism in Eastern Europe31:07 - China's Political Uncertainty & Trade Realignment34:56 - LNG's Global Role in Economic Alignment35:39 - Slide 35: LNG Price Forecasts37:49 - Maritime LNG Demand Trends40:02 - Geopolitical Games & Energy Metrics41:01 - Closing & Next StepsCheck out the Full Transcript and other story features on the Energy News Beat Substack https://theenergynewsbeat.substack.com/

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 - President Trump Announces Three New Trade Deals03:20 - Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil06:05 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?08:10 - Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges11:00 - Hanwha orders historic LNG carrier from US yard13:57 - Market Updates15:39 - Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance16:40 - EQT Reports Second Quarter 2025 Results19:07 - OutroLinks to articles discussed:President Trump Announces Three New Trade DealsBrazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude OilDoes the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?Global EV Market in 2025: Growth Amid Fire Risks and Insurance ChallengesHanwha orders historic LNG carrier from US yardMatador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 GuidanceEQT Reports Second Quarter 2025 Results

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 - Stargate Advances with 4.5 GW Partnership with Oracle03:40 - California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States08:17 - Poland Announces the Largest-Ever Oil Discovery on Polish Territory09:29 - If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?13:10 - Europe's Chemical and Downstream Industry Seeks a Lifeboat to Stay in Business17:08 - Markets Update19:21 - OutroLinks to articles discussed:Stargate Advances with 4.5 GW Partnership with OracleCalifornia Oversteps Its Borders: Forcing Energy Policies on the Rest of the United StatesPoland Announces the Largest-Ever Oil Discovery on Polish TerritoryIf Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?Europe's Chemical and Downstream Industry Seeks a Lifeboat to Stay in Business

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack the latest shifts in global energy markets—from another offshore wind project collapse to the plunging investments in clean energy and mounting pressures on aluminum and ethanol. They highlight EQT's push for faster gas project approvals, looming grid reliability threats, and BP's strategic leadership shakeup with hints of a U.S. relocation. With natural gas prices swinging and oil market reactions to Trump's tariff policies, the hosts call it like they see it: clean energy is contracting fast, and the age of accountability in energy has arrived.Subscribe to Our Substack For Daily 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 -Which Energy Markets are Moving03:36 - EQT Calls on Congress to Slash Gas Project Approval Times05:17 - WSJ Editorial Board writes: The reliability of the US Grid is in trouble07:20 - Another Offshore Wind Project Blown Away10:49 - Markets Update12:03 - BP Appoints New Chairman with Experience of Relocation to New York14:42 - OutroLinks to articles discussed:Which Energy Markets are MovingEQT Calls on Congress to Slash Gas Project Approval TimesWSJ Editorial Board writes: The reliability of the US Grid is in troubleAnother Offshore Wind Project Blown AwayBP Appoints New Chairman with Experience of Relocation to New York

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the dominance of natural gas, OPEC's evolving production strategy, and the EU's 18th ineffective sanctions package against Russia. They discuss shifting LNG dynamics, U.S. deregulation efforts, and the growing geopolitical energy divide. The hosts also break down Chevron's win over Exxon in the Hess acquisition, speculate on Exxon's next M&A targets, and highlight the financial and regulatory pressures shaping global energy markets.Subscribe to Our Substack For Daily 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 - Intro00:04 - Natural Gas Has Achieved Dominance and Is No Longer a Bridge Fuel02:43 - OPEC is Looking for Market Share While Playing the Long Game07:30 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?11:33 - Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism' for Wind, Solar Projects17:17 - Markets Update19:01- U.S. Rig Count Up: Weekly Update and Global Overview19:26 - Frac Count Update19:31 - Chevron closes Hess acquisition after winning Exxon legal battle31:23 - OutroLinks to articles discussed:Natural Gas Has Achieved Dominance and Is No Longer a Bridge FuelOPEC is Looking for Market Share While Playing the Long GamEU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism' for Wind, Solar ProjectsU.S. Rig Count Up: Weekly Update and Global OverviewChevron closes Hess acquisition after winning Exxon legal battle

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into the California refinery crisis, Trump's authority under the War Powers Act, and the political fallout of potential federal intervention. They tackle Europe's costly Russian gas replacement, the flaws in the Jones Act, peak oil denial amid record consumption, and the looming grid strain from AI expansion. Plus, they expose the staggering costs and failures of the net-zero push and highlight how wind and solar barely dent fossil fuel demand. A must-listen for energy investors and policy watchers.Highlights of the Podcast 00:00 - Intro00:12 - Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?03:48 - Europe Says They Won't Need Russian Gas in the Future, But Do They?06:49 - 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump10:24 - Oil Supply Surge Not Impacting Tight Oil Market13:04 - Mid-roll ad14:32 - Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability17:48 - Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High20:42 - Wind and Solar's Day of Reckoning is Approaching.25:07 - OutroPlease see the links below or articles that we discuss in the podcast.Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?Europe Says They Won't Need Russian Gas in the Future, But Do They?100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President TrumpOil Supply Surge Not Impacting Tight Oil MarketTrump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid ReliabilityPeak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time HighWind and Solar's Day of Reckoning is Approaching.Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley, along with industry experts Doomberg, Mike Umbro, and David Blackmon, discusses the ongoing energy and political crisis in California, particularly focusing on the state's energy policies, oil production, and refinery shutdowns. They highlight the mismanagement of California's resources, the decline in domestic oil production, and the state's reliance on imported oil, including sources such as Russia and Iran that are controversial. The discussion highlights the national security risks associated with California's energy policies and their broader implications for the U.S. economy and energy independence, with a call for federal intervention to address the crisis and support sustainable energy solutions.Highlights of the Podcast 00:00 - Intro00:28 - Doomberg's Insights on California's Energy Crisis05:10 - Mike Umbro on California's Energy Decline08:30 - David Blackmon Talks Refinery Shutdowns09:20 - California's Imports and National Security13:08 - The EV Mandate and Its Impact on California's Economy16:49 - The Lack of Infrastructure in California19:25 - The Political Situation in California25:58 - How the Federal Government Can Help30:12 - Chevron's Role in California's Energy Future34:19 - Closing Thoughts and Final RemarksCheck out the Energy News Beat Substack for the full article and a list of California National Security issues we've covered in the last two weeks. https://theenergynewsbeat.substack.com/And Check out Doomberg at https://doomberg.com/and David Blackmon at https://blackmon.substack.com/And Mike Umbro on X https://x.com/MikeUmbro

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss the approaching "day of reckoning" for wind and solar energy, highlighting the growing challenges of the net-zero transition and the high costs associated with renewable energy. They also cover the U.S.'s potential withdrawal from the International Energy Agency (IEA) as Energy Secretary Chris Wright pushes for reform or exit due to the IEA's political stance on clean energy. The conversation shifts to the impact of AI in Pennsylvania, with major companies investing billions in data centers, and concludes with insights into grid reliability, emphasizing the complexities of integrating renewable energy and the need for microgrids.Highlights of the Podcast 00:00 - Intro00:13 - Wind and Solar's Day of Reckoning is Approaching.04:32 - Energy Secretary Chris Wright Says Withdrawal from IEA Is Now on the Table06:57 - AI in Pennsylvania is on the move – Doug Sheridan brings up some great questions08:14 - Voltage, inertia and the Iberian blackout part 1: the theory11:59 - Markets Update12:57 - EIA Crude Oil Inventory14:39 - OutroPlease see the links below or articles that we discuss in the podcast.Wind and Solar's Day of Reckoning is Approaching.Energy Secretary Chris Wright Says Withdrawal from IEA Is Now on the TableAI in Pennsylvania is on the move – Doug Sheridan brings up some great questionsVoltage, inertia and the Iberian blackout part 1: the theoryFollow Michael On LinkedIn and TwitterFollow Stu on LinkedIn and XENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup,Stuart Turley and Michael Tanner discuss the surge in Russian crude prices ahead of new U.S. sanctions, highlighting the U.S. strategy on Russia and AI's growing influence on grid reliability. They also cover Trump's upcoming speech on AI and energy policy, the implications of U.S. tariffs, and Russia's crude exports. The conversation touches on the potential impact of global oil consumption trends, the challenge of "peak oil," and the latest developments in the energy sector, including ExxonMobil borrowing crude from the Strategic Petroleum Reserve due to quality issues.Highlights of the Podcast 00:00 - Intro00:15 - Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability03:50 - Trump's “Major Statement” On Russia Is A Clumsy Attempt To Thread The Needle06:43 - Russia Crude Shipments Gain Ahead of Trump's Sanctions Threat07:37 - Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High12:46 - Market Updates14:56 - ExxonMobil Borrows from SPR Due to Crude Quality Issue17:19 - OutroPlease see the links below or articles that we discuss in the podcast.Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid ReliabilityTrump's “Major Statement” On Russia Is A Clumsy Attempt To Thread The NeedleRussia Crude Shipments Gain Ahead of Trump's Sanctions ThreatPeak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time HighExxonMobil Borrows from SPR Due to Crude Quality IssueFollow Michael On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner tackle the failures of sanctions on Russia, California's self-inflicted energy crisis under net-zero policies, and the economic fallout from offshore wind failures. They also discuss Trump's controversial tariff threats, Russia's seizure of Ukraine's lithium assets, and Saudi Aramco's financial pressures under low oil prices. The episode wraps with market updates, oil supply dynamics, and OPEC's production shortfalls amid tight global inventories.Highlights of the Podcast 00:00 - Intro00:14 - California continues to devastate its economy for a net-zero dream world03:39 - 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump07:16 - Town Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade Failure08:49 - Why Aramco Can't Win Under Trump's Oil Price Doctrine13:17 - Markets Update14:49 - Oil Supply Surge Not Impacting Tight Oil Market17:48 - OutroPlease see the links below or articles that we discuss in the podcast.California continues to devastate its economy for a net-zero dream world100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President TrumpTown Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade FailureWhy Aramco Can't Win Under Trump's Oil Price DoctrineOil Supply Surge Not Impacting Tight Oil MarketFollow Michael On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's potential to take control of California's oil refineries to prevent a national security crisis amid closures threatening 17% of the state's refining capacity. They explore the political fallout and the need for increased Alaskan oil production, followed by the opening of the first U.S. rare earth mine in 70 years. They also critique Europe's energy policy, including its costly shift away from Russian gas. The hosts provide insights on U.S. oil and gas market trends, including rising oil prices, declining rig counts, and the global impact of sanctions on Russia.Highlights of the Podcast 00:00 - Intro00:15 - Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?03:50 - Trump's Push for New Oil and Gas Leases on Federal Lands: Implications for Investors, the U.S. Economy, and Alaska06:02 - First U.S. Rare Earth Mine in 70 Years Opens with Chris Wright On Site: A Game-Changer for Investors and Mining Technology07:46 - Europe Says They Won't Need Russian Gas in the Future, But Do They?13:18 - Markets Update18:31 - United States Oil Rigs Continue Downward Trend Amid Price Uncertainty19:01 - Frac Count Update20:03 - OutroPlease see the links below or articles that we discuss in the podcast.Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?Trump's Push for New Oil and Gas Leases on Federal Lands: Implications for Investors, the U.S. Economy, and AlaskaFirst U.S. Rare Earth Mine in 70 Years Opens with Chris Wright On Site: A Game-Changer for Investors and Mining TechnologyEurope Says They Won't Need Russian Gas in the Future, But Do They?United States Oil Rigs Continue Downward Trend Amid Price UncertaintyFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers key developments including the DOE's alarming grid reliability report, signaling potential blackouts by 2030 and highlighting opportunities for investors in coal, natural gas, and nuclear sectors. The discussion also delves into the impact of the One Big Beautiful Bill on energy policies, regulatory reforms for oil, gas, and nuclear, and the evolving market conditions. Additionally, insights from the Dallas Fed Energy Survey reveal challenges in oil and gas production, while the surge in copper prices is explored in light of tariffs and growing demand for green energy infrastructure.Highlights of the Podcast 00:00 - Intro00:18 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear04:57 - Dallas Fed Energy Survey12:29 - Ghost Factories Are a Warning Sign for Green Manufacturing's Future16:14 - Oil Markets Don't Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?18:58 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch21:20 - DOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape24:39 - Copper Prices to the Moon After Trump Announces 50% Tariff26:36 - OutroPlease see the links below or articles that we discuss in the podcast.The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and NuclearDallas Fed Energy SurveyGhost Factories Are a Warning Sign for Green Manufacturing's FutureOil Markets Don't Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?The World Needs Trillions in Oil and Gas Investment to Avoid a Supply CrunchDOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy LandscapeCopper Prices to the Moon After Trump Announces 50% TariffFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley speaks with Jon Brewton, CEO of Data Squared, about their groundbreaking work in AI and data management. Jon explains how their patented system eliminates AI hallucinations, making AI more trustworthy and transparent for industries like defense, energy, and engineering. They discuss the challenges of scaling AI, its applications in energy grid management, and the value of integrating various data types to optimize decision-making. This conversation sheds light on how AI can drive real-world solutions with reliability and explainability.This is huge, with new patents in hand, Data2 Squared is helping add accountability to AI. I have been learning a great deal about AI through the podcast series on AI and Data Centers, which is significant. The U.S. government and energy sectors will find Jon's company and his resources critical. For the U.S. to achieve energy dominance, it must also be AI Dominant. I applaud the accountability that Jon's team has successfully implemented. Check out https://data2.ai/Also connect with Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/Thank you Jon, for stopping by the podcast, and your leading the charge in AI security is critical for the United States - Stu Highlights of the Podcast 00:00 - Intro00:39 – What Is Explainable AI?01:11 – The Problem with AI Hallucinations03:15 – AI Systems and Trust Issues06:21 – Data Squared's Solution08:32 – Real-World Applications in Energy10:35 – Filtering Out Inaccurate AI Outputs12:28 – Beyond Analytics: Building Trustworthy AI16:12 – The Echo Chamber of AI Training Data17:57 – Who Can Benefit from Data Squared's Technology?18:49 – Opportunities in the Utility Sector20:08 – Achieving a Patent in AI Technology21:06 – The Impact on Defense and Engineering23:25 – The Role of Military Experience in Innovation26:22 – The Unlikely Team Behind the Innovation28:29 – Looking Ahead: Future Applications in Energy29:01 – Closing RemarksFor the full transcript, please head over to https://theenergynewsbeat.substack.com/

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key developments in the energy sector. Topics include the UAE's call for more oil production to meet healthy demand, the DOE's grid reliability report warning of blackouts due to rising demand, and the U.S. breaking ground on its first rare earth mine in 70 years. Copper prices surge after President Trump's 50% tariff on imports, and Saudi Aramco eyes U.S. LNG through talks with Commonwealth LNG. The episode also highlights investment opportunities and the ongoing push for energy dominance in the U.S.Highlights of the Podcast 00:00 - Intro01:03 - UAE Says Oil Market Needs More Oil with Healthy Demand02:54 - DOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape06:15 - Energy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral Independence07:23 - Copper Prices to the Moon After Trump Announces 50% Tariff10:15 - Saudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and Financials11:54 - OutroPlease see the links below or articles that we discuss in the podcast.UAE Says Oil Market Needs More Oil with Healthy DemandDOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy LandscapeEnergy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral IndependenceCopper Prices to the Moon After Trump Announces 50% TariffSaudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and FinancialsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup, breaks down the global oil and gas rebound in today's Energy Newsbeat Daily Standup. Shell, BP, and TotalEnergies are ramping up output in Nigeria and Libya, signaling a major pivot back to fossil fuels. Meanwhile, OPEC+ production promises face real limits as members struggle to meet quotas. In the U.S., drilling slows and the EIA cuts its 2025 crude output forecast. Turley warns: without trillions in new investment, the world risks a severe supply crunch by 2030.Highlights of the Podcast 00:00 - Intro00:00 - Intro01:06 - Shell and TotalEnergies Boosting Oil and Gas Output in Nigeria: A Global Trend with Financial Implications02:27 - Shell and BP Back to Business in Libya: UK Oil Giants Follow U.S. Majors Abroad, Doubling Down on Oil and Gas04:15 - Oil Markets Don't Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?07:01 - US Cuts 2025 Crude Output Growth Forecast as Drilling Slows09:26 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch13:20 - OutroPlease see the links below or articles that we discuss in the podcast.Shell and TotalEnergies Boosting Oil and Gas Output in Nigeria: A Global Trend with Financial ImplicationsShell and BP Back to Business in Libya: UK Oil Giants Follow U.S. Majors Abroad, Doubling Down on Oil and GasOil Markets Don't Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?US Cuts 2025 Crude Output Growth Forecast as Drilling SlowsThe World Needs Trillions in Oil and Gas Investment to Avoid a Supply CrunchFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner covers the rise in oil prices driven by negative trade tariff developments, alongside key energy updates. He highlights the growing issue of “ghost factories” — abandoned or stalled green energy projects triggered by shifting subsidy incentives under the Big Beautiful Bill. Tanner explains how nearly 10% of $261 billion in clean tech investments have been canceled mid-construction, raising doubts about the economic viability of unsubsidized renewables. He also reports Iraq's surprising 80,000 bpd oil production boost across three fields using highly productive vertical wells — reinforcing OPEC's leverage over global supply.Highlights of the Podcast 00:00 - Intro01:03 - Ghost Factories Are a Warning Sign for Green Manufacturing's Future06:30 - Markets Update08:17 - Iraq Lifts Oil Output by 80,000 bpd Across Three Key Fields09:21 - OutroPlease see the links below or articles that we discuss in the podcast.Ghost Factories Are a Warning Sign for Green Manufacturing's FutureIraq Lifts Oil Output by 80,000 bpd Across Three Key FieldsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner discusses key topics in the energy sector, including OPEC+'s decision to increase oil production quotas, the implications of the One Big Beautiful Bill (OBBBA) for energy policy, and insights from the Dallas Fed Energy Survey. The episode highlights concerns about low global oil inventories, the potential for a new era in U.S. energy dominance, and regulatory changes affecting oil, gas, and nuclear industries. Additionally, Tanner delves into the challenges and opportunities faced by smaller operators in the oil and gas market amid fluctuating pricesHighlights of the Podcast 00:00 - Intro01:13 - OPEC+ Pumps Up Output, but Can They Make the New Quotas?04:14 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear11:12 - Markets Update12:34 - Rig Count Update12:43 - Frac Count Update12:49 - Dallas Fed Energy Survey20:23 - OutroPlease see the links below or articles that we discuss in the podcast.OPEC+ Pumps Up Output, but Can They Make the New Quotas?The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and NuclearDallas Fed Energy SurveyFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss the potential impacts of the "Big Beautiful Bill," including its effects on clean energy tax credits, California's energy crisis, and national security risks. They also cover the implications of California's refinery closures, the weakening of U.S. renewable energy policies, and the global response, including the rise in European green energy stocks. Tune in as they dive into the latest developments in U.S. energy policy, carbon capture, and the future of energy investment.Highlights of the Podcast 00:00 - Intro00:14 - Big Beautiful Bill May Still Yet End the Green New Deal03:37 - California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured07:25 - All trade with Canada on notice for tariffs. What does this mean for oil, electricity and agriculture?09:36 - Clean Energy Gutted in Last-Minute Rewrite of Trump's $1.2T Senate Tax Bill12:47 - Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree15:19 - California is a National Security Risk, Funding the Ukrainian/Russian War, and Closing Refineries in California17:30 - One Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives Gutted21:53 - Europe's Green Energy Stocks Spike on Weakened U.S. Big Beautiful Bill25:23 - OutroPlease see the links below or articles that we discuss in the podcast.Big Beautiful Bill May Still Yet End the Green New DealCalifornia is a U.S. National Security Risk, and the Gas and Diesel Crisis Was ManufacturedAll trade with Canada on notice for tariffs. What does this mean for oil, electricity and agriculture?Clean Energy Gutted in Last-Minute Rewrite of Trump's $1.2T Senate Tax BillIs Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May DisagreeCalifornia is a National Security Risk, Funding the Ukrainian/Russian War, and Closing Refineries in CaliforniaOne Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives GuttedEurope's Green Energy Stocks Spike on Weakened U.S. Big Beautiful BillFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley talks with Mark Lancaster about solving the stranded gas challenge by turning wasted natural gas into energy for Bitcoin mining and data centers. Lancaster explains how his company provides fast, scalable natural gas generators, which cut project timelines and reduce emissions. They discuss the impact of Biden-era policies, grid backup requirements for data centers, and how Bitcoin miners help oil producers monetize gas. Lancaster also highlights investment opportunities in energy infrastructure, including portable LNG, with scarcity driving demand across the oil, gas, and power sectors.I had an absolute blast talking with Mark, and we have another podcast scheduled for recording in a week with Steve Reese to discuss the impact on the United States grid. I learned a great deal and look forward to next week's interview. Connect with Mark on his LinkedIn here: https://www.linkedin.com/in/marklancastermidland/If you need power for your data center or Bitcoin mining, let us know here: https://energynewsbeat.co/turning-black-gold-green/Highlights of the Podcast 00:00 - Intro01:27 - Biden Policies & Gas Shutdowns03:42 - Generator Shortage & Fast Solutions04:46 - Backup Power for Data Centers05:28 - Cheaper Power than Turbines06:14 - Permit Delays & Regulatory Hurdles08:11 - Bitcoin Helps Oil Producers09:31 - Oilfield Jargon Explained10:20 - Oil Culture & Landman Series11:33 - ESG, Energy Policy & Trump12:57 - Monetizing Stranded Gas Fields13:51 - Bitcoin Mining Investment Returns15:25 - Bitcoin in U.S. Treasury?16:04 - Crypto Financing Challenges16:15 - Remote Generators & Automation17:04 - AI Visualizing Energy to Bitcoin17:27 - LinkedIn & Energy Influence18:00 - Scarcity in Energy Gear19:52 - LNG Trucks vs EV Hype21:23 - Final Takeaways & ContactFor the full transcript, check out https://theenergynewsbeat.substack.com/

In this episode of the Energy News Beat Daily Standup, Stuart Turley covers the fallout from Trump's Big Beautiful Bill, which exposes how the Inflation Reduction Act funneled money overseas, boosting European green energy stocks. He also highlights Iraq's energy crisis as Iran slashes gas exports, Syria's quiet oil restart amid global power plays, insights from the Dallas Fed Energy Survey showing steady oil price expectations, and the tariff war's surprising outcome—U.S. revenue surges, inflation cools, and China faces economic strain.Highlights of the Podcast 00:00 - Intro01:24 - Europe's Green Energy Stocks Spike on Weakened U.S. Big Beautiful Bill04:56 - Iraq Power Grid Suffers as Iran Cuts Gas by Half – U.S. company bidding on LNG import facility08:31 - What Is Going On with Syria's Oil Restart, and Who Is in the Background?10:44 - Dallas Fed Energy Survey14:39 - The Tariff War: U.S. Revenue Surges, Inflation Cools, and Consumers Dodge Predicted Pain16:56 - OutroPlease see the links below or articles that we discuss in the podcast.Europe's Green Energy Stocks Spike on Weakened U.S. Big Beautiful BillIraq Power Grid Suffers as Iran Cuts Gas by Half – U.S. company bidding on LNG import faciltyWhat Is Going On with Syria's Oil Restart, and Who Is in the Background?Dallas Fed Energy SurveyThe Tariff War: U.S. Revenue Surges, Inflation Cools, and Consumers Dodge Predicted PainFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley break down why California's energy policies—closing refineries, importing Russian and Iraqi oil, and boosting prices—pose a national security risk while ironically funding the Russia-Ukraine war. They also unpack the "One Big Beautiful Bill" narrowly passed by the Senate, calling it a mixed bag that guts renewable incentives but offers fossil fuel benefits and some tax reforms. They close by warning of looming energy crises tied to California's refining collapse, global oversupply, and incoming carbon taxes targeting U.S. oil producers.Highlights of the Podcast 00:00 - Intro01:14 - California is a National Security Risk, Funding the Ukrainian/Russian War, and Closing Refineries in California03:33 - California Helps Iraq Claim Top Spot Among OPEC Crude Oil Suppliers to the United States06:10 - One Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives Gutted12:32 - Markets Update15:49 - OutroPlease see the links below or articles that we discuss in the podcast.California is a National Security Risk, Funding the Ukrainian/Russian War, and Closing Refineries in CaliforniaCalifornia Helps Iraq Claim Top Spot Among OPEC Crude Oil Suppliers to the United StatesOne Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives GuttedFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, Stuart Turley breaks down how Trump's $1.2 trillion “Big Beautiful Bill” guts clean energy incentives, slashing EV tax credits and accelerating wind and solar phaseouts. Meanwhile, AI-driven data centers are fueling a $212 billion utility investment boom, but equipment shortages loom. Big Oil eyes a $1.2 trillion CCUS surge, though boards may resist as Trump moves to reclassify CO2. Spain's grid blackout sparks record spending, yet stability concerns remain. Finally, Equinor's Arctic oil discovery signals new geopolitical energy plays amid shifting global trade alliances.Highlights of the Podcast 00:00 - Intro01:08 - Clean Energy Gutted in Last-Minute Rewrite of Trump's $1.2T Senate Tax Bill04:19 - Unprecedented Utility Investment Opportunity Driven by AI and Data Centers06:41 - Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree09:15 - Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout11:58 - Norway's Equinor Makes a Massive Oil Discovery in the Arctic14:14 - OutroPlease see the links below or articles that we discuss in the podcast.Clean Energy Gutted in Last-Minute Rewrite of Trump's $1.2T Senate Tax BillUnprecedented Utility Investment Opportunity Driven by AI and Data CentersIs Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May DisagreeSpain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental BlackoutNorway's Equinor Makes a Massive Oil Discovery in the ArcticFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discuss major developments impacting energy markets, notably Trump's "Big Beautiful Bill," potentially ending the Green New Deal by eliminating renewable energy subsidies. They highlight how green policies drive the UK's auto industry decline, manufactured gas and diesel crises in California under Newsom's leadership, and China's economic struggles exposed by tariffs. Germany continues resisting Nord Stream revival despite energy shortages, and Canada's trade tensions rise over tariffs. They also briefly analyze rig counts, oil inventories, and geopolitical influences on market fundamentals.Highlights of the Podcast 00:00 - Intro01:31 - Big Beautiful Bill May Still Yet End the Green New Deal04:55 - UK Car Output Hits 76-Year Low: Green Energy Policies, Not Just Trump Tariffs, Drive Deindustrialization07:56 - California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured12:01 - What Is the Real Story of the Chinese Economy?14:12 - Germany Doubles Down on Blocking Nord Stream Revival: Choosing Deindustrialization Over Affordable Energy?15:15 - All trade with Canada on notice for tariffs. What does this mean for oil, electricity and agriculture?19:14 - Markets Updates21:56 - Weekly Rig Count Down, But Oil and Gas Are Not Out23:28 - Frac Count Update24:46 - OutroPlease see the links below or articles that we discuss in the podcast.Big Beautiful Bill May Still Yet End the Green New DealUK Car Output Hits 76-Year Low: Green Energy Policies, Not Just Trump Tariffs, Drive DeindustrializationCalifornia is a U.S. National Security Risk, and the Gas and Diesel Crisis Was ManufacturedWhat Is the Real Story of the Chinese Economy?Germany Doubles Down on Blocking Nord Stream Revival: Choosing Deindustrialization Over Affordable Energy?All trade with Canada on notice for tariffs. What does this mean for oil, electricity and agriculture?Weekly Rig Count Down, But Oil and Gas Are Not OutFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers critical developments impacting global oil markets. Iran's missile strike on a U.S. base, its potential response to the U.S.'s military actions, and the threat of closing the Strait of Hormuz remain key issues. Despite fears, oil prices have remained stable as the market absorbs these geopolitical tensions. Additionally, the shift in bank investments towards fossil fuels, coupled with the turmoil in China's EV market, presents further challenges for global energy security. The episode also explores the impact of recent Israeli actions on regional energy infrastructure and how these events may shape future oil flows.Highlights of the Podcast 00:00 - Intro00:16 - What Will Happen to the Strait of Hormuz and Oil? Iran's Threat and Its Global Impact07:49 - Banks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil Fuels12:48 - The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook15:10 - Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets16:48 - Trump Truths a Strategic Shift: China Can Buy Iranian Oil19:00 - China Planned for the Middle East Crisis and Has Oil Stored21:50 - China's EV Market is in turmoil24:46 - OutroPlease see the links below or articles that we discuss in the podcast.What Will Happen to the Strait of Hormuz and Oil? Iran's Threat and Its Global ImpactBanks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil FuelsThe Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation PlaybookIsrael Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional MarketsTrump Truths a Strategic Shift: China Can Buy Iranian OilChina Planned for the Middle East Crisis and Has Oil StoredChina's EV Market is in turmoilFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley and Wasif Latif discuss the impact of geopolitical tensions, particularly the escalation in the Middle East, on the commodities market. They explore the potential effects of supply disruptions, such as a shutdown of the Strait of Hormuz, on oil and natural gas prices, while emphasizing the growing importance of energy in global economics.Latif highlights the ongoing commodity supercycle, driven by underinvestment and rising geopolitical risks, and forecasts a gradual increase in energy demand, despite short-term volatility. They also touch on the economic dynamics in Japan, Europe, and the U.S., focusing on capital flows and global investment trends.This was a significant update from Wasif, considering the current geopolitical crisis the world economy is facing. When I asked him how his ETF is performing compared to the stock market, he responded that they are way ahead of the market. That is huge, as I rely on experts who are in the business for investment advice. The entire team at Sarmaya is outstanding and has provided excellent datapoints on their website, articles, and fantastic data slide sets.Investors need data from trusted sources.We recommend following Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/Check out Sarmaya Partners here: https://sarmayapartners.com/Thank you, Wasif, for stopping by the podcast again, StuHighlights of the Podcast 00:00 - Intro00:55 - Special Guest: Wasif Latif01:20 - Geopolitical Risk and Commodity Markets03:20 - The Commodity Supercycle04:50 - Impact on Oil Prices06:15 - Geopolitical Escalation: Immediate and Long-Term Effects07:30 - The Role of Gold in a Volatile Market08:35 - Strait of Hormuz and Global Energy Supply10:00 - Geopolitical Risks and Economic Pressures on Global Players11:30 - Impact of Iran's Actions on Global Energy Markets13:00 - Future Energy Demand and Long-Term Commodities Trends15:30 - The Role of AI in Energy Consumption16:30 - The Declining U.S. Dollar and Commodities18:00 - Japanese Bond Market and U.S. Energy Investments19:40 - European Deficit Spending and Economic Impact21:20 - Potential Shift in Global Capital Flows23:50 - How Countries Are Responding to Energy Security25:10 - Global Financial Markets and Commodity Cycles27:00 - Long-Term Investment in Energy30:00 - Japanese Inflation and Global Impact32:00 - Conclusion

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley cover key topics, including Alberta's $5 million investment in the world's first direct air carbon capture center, the turmoil in China's EV market, and New York's power grid stabilizing despite renewable energy challenges. They also discuss the decline in U.S. crude oil inventories, which hit an 11-year low, and the latest news on the potential Shell-BP merger, with Shell denying the acquisition rumors. The episode wraps up with a preview of an upcoming podcast with Wasif Lata, CEO of Samaria Partners, and a look at the week's energy market recap.Highlights of the Podcast 00:00 - Intro01:07 - Alberta Spends $5 Million to Support World's First Direct Air Carbon Capture Centre03:21 - China's EV Market is in turmoil06:24 - New York Power Grid Stabilizes After Rare Energy Warning: Energy Mix, Renewable Challenges, and Cost Comparisons11:11 - Markets Update12:13 - US Crude Inventories Hit 11-Year Seasonal Low, Yet Stocks Fall Amid Strong Summer Driving Demand12:29 - Shell's Potential Acquisition of BP: A Game-Changing Oil Megamerger?15:57 - OutroPlease see the links below or articles that we discuss in the podcast.Alberta Spends $5 Million to Support World's First Direct Air Carbon Capture CentreChina's EV Market is in turmoilNew York Power Grid Stabilizes After Rare Energy Warning: Energy Mix, Renewable Challenges, and Cost ComparisonsUS Crude Inventories Hit 11-Year Seasonal Low, Yet Stocks Fall Amid Strong Summer Driving DemandShell's Potential Acquisition of BP: A Game-Changing Oil Megamerger?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discuss key developments in global energy markets. Trump's shift allows China to purchase Iranian oil, signaling a significant pivot in U.S. policy. China has strategically stored vast amounts of oil, preparing for potential Middle East disruptions. Meanwhile, the Texas legislature made strides in addressing grid reliability but didn't fully resolve the issue. The show highlights geopolitical tensions, oil price fluctuations, and market trends, with a focus on supply and demand dynamics, including a potential 800 million barrel draw from the U.S. Strategic Petroleum Reserves.Highlights of the Podcast 00:00 - Intro00:54 - Trump Truths a Strategic Shift: China Can Buy Iranian Oil03:08 - China Planned for the Middle East Crisis and Has Oil Stored06:05 - Texas Legislative session came close to solving the Grid issues10:01 - Markets Update12:36 - OutroPlease see the links below or articles that we discuss in the podcast.Trump Truths a Strategic Shift: China Can Buy Iranian OilChina Planned for the Middle East Crisis and Has Oil StoredTexas Legislative session came close to solving the Grid issuesFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, Stuart Turley discusses several key energy stories: Iran's retaliatory missile strike on a U.S. airbase in Qatar, which led to a surprising drop in oil prices, signaling a de-escalation move; Israel's shutdown of the Leviathan natural gas field amid tensions with Iran, impacting regional markets like Egypt's fertilizer industry; Shell's achievement of its first LNG shipment from Canada; and Hyundai's partnership with ECO to build LNG-powered container ships in the U.S., strengthening maritime and energy dominance. He also highlights a podcast with Wasif Latif on commodity marketing.Highlights of the Podcast 00:00 - Intro01:12 - The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook03:33 - The Oil Price Shock No One Saw Coming: Navigating the New Energy Landscape04:52 - Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets06:59 - Shell's LNG Canada achieves first LNG08:26 - HD Hyundai teams up with ECO to build LNG-powered containerships in US09:50 - OutroPlease see the links below or articles that we discuss in the podcast.The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation PlaybookThe Oil Price Shock No One Saw Coming: Navigating the New Energy LandscapeIsrael Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional MarketsShell's LNG Canada achieves first LNGHD Hyundai teams up with ECO to build LNG-powered containerships in USFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discussed escalating geopolitical tensions, particularly the impact of Iran's response to recent U.S. military strikes on its nuclear facilities. They explored the potential consequences for global oil markets, including the strategic importance of the Strait of Hormuz, which accounts for 20% of the world's oil flow. They also covered a shift by major banks back toward fossil fuel investments, Texas' new SB6 bill to enhance grid reliability, and the UK's reconsideration of North Sea oil amidst the ongoing energy crisis. The episode highlighted the uncertain geopolitical landscape and its potential to influence both energy markets and global security.Highlights of the Podcast 00:00 - Intro01:22 - What Will Happen to the Strait of Hormuz and Oil? Iran's Threat and Its Global Impact08:58 - Banks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil Fuels13:58 - Governor Abbott Signs SB 6 to Bolster Texas Grid Reliability: A Win for Business Growth and Investors19:02 - Has Net Zero Caught Up to the UK's Don Quixote Green Energy Dream? Reconsidering North Sea Oil Amid Energy Crisis24:51 - Markets Update26:38 - US Rig Counts Down Amid Rising U.S. Crude and LNG Production26:54 - Frac Count Update28:38 - OutroPlease see the links below or articles that we discuss in the podcast.What Will Happen to the Strait of Hormuz and Oil? Iran's Threat and Its Global ImpactBanks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil FuelsGovernor Abbott Signs SB 6 to Bolster Texas Grid Reliability: A Win for Business Growth and InvestorsHas Net Zero Caught Up to the UK's Don Quixote Green Energy Dream? Reconsidering North Sea Oil Amid Energy CrisisUS Rig Counts Down Amid Rising U.S. Crude and LNG ProductionFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, hosts Stuart Turley and Michael Tanner discuss escalating tensions between Israel and Iran, as Israel targets Iran's South Pars gas field, causing significant casualties and disrupting LNG exports. Oil prices show volatility, falling below $70 after an initial spike, underscoring the uncertainty of geopolitical risks. Meanwhile, hybrid car sales rise as EV growth slows, with experts predicting hybrids could outlast EVs. The U.S. is making strides toward rare earth mineral independence, easing regulatory barriers to boost domestic production and reduce reliance on China. Additionally, changes to wind and solar subsidies are being debated in the Senate, potentially impacting the future of the renewable energy sector.Highlights of the Podcast 00:00 - Intro00:13 - Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran Retaliates02:21 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?04:48 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions06:58 - TotalEnergies expands in Malaysia with Petronas deal09:23 - How the Israel-Iran Crisis Is Swiftly Becoming Taiwan's National Security Crisis12:02 - China's Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities16:30 - The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon20:08 - OutroPlease see the links below or articles that we discuss in the podcast.Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran RetaliatesAutomakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East TensionsTotalEnergies expands in Malaysia with Petronas dealHow the Israel-Iran Crisis Is Swiftly Becoming Taiwan's National Security CrisisChina's Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor OpportunitiesThe Senate Caves on IRA Wind and Solar Subsidies – David BlackmonFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, Michael Tanner discusses the latest developments, including the Senate's decision to soften wind and solar subsidies in the IRA, a coalition of states opposing offshore oil and gas drilling, and the ongoing Iran-Israel conflict's potential impact on global oil markets. He also covers the latest financial updates, including a significant crude oil draw and the Federal Reserve's decision to maintain interest rates. Tanner wraps up with insights into investing in oil and gas and the market's geopolitical dynamics.Highlights of the Podcast 00:00 - Intro01:08 - The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon04:46 - Dozen US States Oppose Offshore Oil and Gas Drilling, File Complaints with BOEM: A Look at Their Energy Mix, Policies, and Electricity Prices08:47 - Market Updates11:04 - U.S. Crude Stocks Plummet by 11.5M Barrels: Oil Prices Steady as Geopolitical Tensions Ease11:27 - OutroPlease see the links below or articles that we discuss in the podcast.The Senate Caves on IRA Wind and Solar Subsidies – David BlackmonDozen US States Oppose Offshore Oil and Gas Drilling, File Complaints with BOEM: A Look at Their Energy Mix, Policies, and Electricity PricesU.S. Crude Stocks Plummet by 11.5M Barrels: Oil Prices Steady as Geopolitical Tensions EaseFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, host Stuart Turley covers the fires engulfing three oil tankers near the Strait of Hormuz—a major threat to global energy security. He links the crisis to China's potential move on Taiwan, as Taiwan's energy imports depend heavily on this chokepoint. With China as Iran's top oil buyer, rising tensions could escalate fast. Turley also highlights U.S. efforts to break China's rare earth monopoly, driven by Trump-era policies. A must-watch for those tracking energy markets, geopolitics, and investment risks.Highlights of the Podcast 00:00 - Intro01:14 - How the Israel-Iran Crisis Is Swiftly Becoming Taiwan's National Security Crisis03:56 - Tankers Ablaze Near Strait of Hormuz: A Brewing Crisis for Global Energy Markets?05:40 - Laden Frontline VLCC collides with shadow suezmax tanker off Khorfakkan07:59 - China's Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities12:29 - OutroPlease see the links below or articles that we discuss in the podcast.How the Israel-Iran Crisis Is Swiftly Becoming Taiwan's National Security CrisisTankers Ablaze Near Strait of Hormuz: A Brewing Crisis for Global Energy Markets?Laden Frontline VLCC collides with shadow suezmax tanker off KhorfakkanChina's Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor OpportunitiesFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down a fast-moving energy landscape: Iran signals willingness to negotiate a nuclear deal as tensions with Israel escalate, while cargo traffic slightly dips at the Strait of Hormuz—a key oil chokepoint. Despite Middle East unrest, Rystad predicts oil prices will stay under $80. The hosts also critique the financial reality of "renewable energy" and highlight TotalEnergies' expansion into Malaysia for LNG growth. The episode closes with oil prices dipping below $70, geopolitical risk recalibration, and a call for investor caution amid market volatility.Highlights of the Podcast 00:00 - Intro01:12 - Trump reveals Iran would ‘like to talk' about a nuclear deal since they're ‘not winning' war against Israel02:15 - Naval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy Investors03:16 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions05:28 - The greatest oxymoron statement of all time: “Renewable Energy”07:13 - TotalEnergies expands in Malaysia with Petronas deal11:29 - Market Update13:06 - OutroPlease see the links below or articles that we discuss in the podcast.Trump reveals Iran would ‘like to talk' about a nuclear deal since they're ‘not winning' war against IsraelNaval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy InvestorsRystad: Oil Prices To Remain Below $80 Despite Escalating Middle East TensionsThe greatest oxymoron statement of all time: “Renewable Energy”TotalEnergies expands in Malaysia with Petronas dealFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down the energy market chaos following Israel's strike on Iran's South Pars gas field, the potential closure of the Strait of Hormuz, and a major refinery fire in Texas. They cover rising oil and gas prices, the global shift back to hybrids as EV sales lag, and the political fallout from Trump ending California's EV mandate. Plus, they dive into BP takeover rumors as ADNOC eyes its LNG assets, with big implications for global energy investors.Highlights of the Podcast 00:00 - Intro01:42 - Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran Retaliates03:52 - Is Closing the Strait of Hormuz the ‘Apocalyptic' Scenario for the Oil Market?08:26 - DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV Mandate11:07 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?13:36 - Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer Impact17:52 - Markets Update19:38 - Rig Count Update19:43 - Frac Count Update20:31 - Energy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling?23:41 - OutroPlease see the links below or articles that we discuss in the podcast.Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran RetaliatesIs Closing the Strait of Hormuz the ‘Apocalyptic' Scenario for the Oil Market?DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV MandateAutomakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer ImpactEnergy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into China's strategic energy dominance, surging coal exports from Montana under Trump-era trade priorities, and the collapse of U.S. solar companies amid high interest rates and mismanagement. Hosts Stuart Turley and Michael Tanner spotlight the flaws in green energy narratives, the implications of data center-driven power demand, and the geopolitical risk to oil prices if Israel strikes Iran. They also call out misleading investment metrics in oil and gas funds and underscore how power security, not ideology, is driving global energy decisions.Highlights of the Podcast 00:00 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn02:34 - Coal is Crowned King Again by President Trump: Montana's Bull Mountains Mine Expansion and Investment Opportunities06:38 - Internal Rate of Return Is Misleading You!09:33 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff12:22 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets14:58 - What Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?16:31 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas19:10 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-LearnCoal is Crowned King Again by President Trump: Montana's Bull Mountains Mine Expansion and Investment OpportunitiesInternal Rate of Return Is Misleading You!Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial CliffOPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy MarketsWhat Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and GasFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Meghan Lapp is leading the charge to save the commercial fishing industry and bringing up a national security risk. How, you might ask, are offshore wind farms a huge problem?The Empire Wind Project, a controversial offshore wind farm near New York, has raised national security and environmental concerns due to its location near JFK flight paths, potential radar interference, and disruption of vital fishing grounds. Meghan Lapp, a fisheries expert, warns that the project—partly owned by Norway's state was rushed through permitting without proper oversight, may obstruct air defense capabilities, and could endanger marine life and navigation. Despite a brief halt by the Trump administration, the project resumed amid speculation of a pipeline deal, drawing scrutiny over regulatory failures and political motivations.Highlights of the Podcast00:00 – Introduction03:13 – Empire Wind Project Controversy05:28 – Alleged Pipeline Deal & Foreign Ownership08:15 – Radar Interference and JFK Airport Risks11:19 – DOD and FAA Inter-agency Failures14:24 – Deceptive Status Claims and Construction Reality17:09 – Maritime Safety and Historic Collisions20:01 – Tower Size and Ecological Blind Spots23:26 – Vineyard Wind and Tax Loopholes27:17 – Falsified Safety Data and National Security Concerns30:44 – Trump Admin Review and Industry Hope33:58 – Structural Governance Problems36:41 – Disparity in Regulation Between Oil/Gas and Wind39:20 – Microplastics and Blade Deterioration42:05 – Reclamation Costs and Industry Burden44:13 – Final Plea for Government Attention46:36 – Conclusion and Call to Action

In this episode of the Energy News Beat Daily Standup, the host, , Stuart Turley covers five key stories impacting U.S. energy and investors: the evolving Trump-China tariff deal and its implications for rare earths and feedstocks; a 92% surge in U.S. power demand from data centers, highlighting grid and natural gas investment opportunities; the continued boom in natural gas across major basins; a new USGS assessment on untapped oil and gas reserves in the Niobrara formation; and a deep dive into the hidden costs and inefficiencies of the ongoing ethanol mandate.Highlights of the Podcast 00:00 - Intro01:35 - Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors?03:45 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas06:26 - Natural Gas is Booming: Unlocking Opportunities in the Energy Sector08:09 - USGS Releases Assessment of Undiscovered Oil and Gas Resources in the Niobrara Formation of SW Wyoming and NE Colorado10:00 - Why Is Ethanol Still Being Mandated? How Much Does It Cost Consumers and Taxpayers?13:30 - OutroPlease see the links below or articles that we discuss in the podcast.Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors?Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and GasNatural Gas is Booming: Unlocking Opportunities in the Energy SectorUSGS Releases Assessment of Undiscovered Oil and Gas Resources in the Niobrara Formation of SW Wyoming and NE ColoradoWhy Is Ethanol Still Being Mandated? How Much Does It Cost Consumers and Taxpayers?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers key energy updates focusing on geopolitical risks influencing oil prices. He discusses the potential impact on oil markets if Israel targets Iran's nuclear or oil infrastructure, highlighting the threat of soaring prices. The cancellation of the New Jersey Offshore Wind Project is also covered, alongside concerns over tightening U.S. oil supply and its implications for summer 2025 gas prices. Additionally, Nigeria's delayed $5 billion oil-backed loan due to falling prices is analyzed.Highlights of the Podcast 00:00 - Intro01:01 - What Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?02:37 - Developer requests to cancel New Jersey offshore wind project04:00 - Oil Supply Tightening in the U.S.: What It Means for Summer 2025 Gasoline Prices06:43 - Markets Update07:36 - Nigeria's $5 Billion Oil-Backed Loan Stalls as Oil Prices Plummet: A Deep Dive into the Delay08:42 - OutroPlease see the links below or articles that we discuss in the podcast.What Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?Developer requests to cancel New Jersey offshore wind projectOil Supply Tightening in the U.S.: What It Means for Summer 2025 Gasoline PricesNigeria's $5 Billion Oil-Backed Loan Stalls as Oil Prices Plummet: A Deep Dive into the DelayFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –Video Transcription edited for grammar. We disavow any errors unless they make us look better or smarter.

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers the collapse of U.S. solar companies amid rising interest rates, the growing risks of EV battery disposal, and OPEC's failure to meet output promises—raising concerns for oil prices and investors. He also highlights civil unrest in Los Angeles as a potential national security threat and supports a Maryland mayor opposing offshore wind farms to protect local tourism and ecosystems. Packed with insight on energy markets, clean tech pitfalls, and bold political commentary—this episode is a must-listen for anyone tracking U.S. energy policy and global implications.Highlights of the Podcast 00:00 - Intro01:27 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff04:18 - The Uglier side of Electric Vehicles: disposing of the EV batteries.07:14 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets09:51 - The LA Unrest Poses A Pressing National Security Threat To The US13:03 - Court-challenged wind project off Maryland cleared to start construction15:09 - OutroPlease see the links below or articles that we discuss in the podcast.Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial CliffThe Uglier side of Electric Vehicles: disposing of the EV batteries.OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy MarketsThe LA Unrest Poses A Pressing National Security Threat To The USCourt-challenged wind project off Maryland cleared to start construction.Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss China's energy strategy, emphasizing how the nation profits from Western net-zero policies while maintaining a coal-heavy grid. They also touch on the resurgence of coal in the U.S., particularly in Montana, driven by President Trump's energy dominance push and coal export opportunities to Japan and South Korea. The conversation highlights the global energy landscape, including the rising demand for coal, the impact of trade tariffs, and the shifting dynamics in oil and gas investments. They conclude by stressing the need for smarter energy investments, particularly in the face of misleading IRR metrics used in the industry.Highlights of the Podcast 00:00 - Intro01:21 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn03:50 - China's Energy Mix and Investment Made on the Backs of the Western Net Zero Movement06:39 - Coal is Crowned King Again by President Trump: Montana's Bull Mountains Mine Expansion and Investment Opportunities13:11 - Markets Update15:51 - Frac Count Update15:55 - US Oil Drillers See Sharp Decline in Activity – How do investors respond? 20:46 - Internal Rate of Return Is Misleading You!23:40 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-LearnChina's Energy Mix and Investment Made on the Backs of the Western Net Zero MovementCoal is Crowned King Again by President Trump: Montana's Bull Mountains Mine Expansion and Investment OpportunitiesUS Oil Drillers See Sharp Decline in Activity – How do investors respond?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner explore the massive Alaska LNG project, its role in U.S. energy security, and contrast it with California's declining oil output. They dissect Trump's delicate sanctions strategy with Russia, OPEC's production hike aimed at appeasing the U.S., and why Goldman Sachs' oil forecasts may fall short. The episode also highlights the shifting energy mix in the UK, investments in U.S. utilities, and how California's policies threaten national energy dominance. It's a high-stakes, fast-paced look at energy, geopolitics, and market dynamics.Highlights of the Podcast 00:00 - Intro00:16 - How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project02:58 - Why Hasn't Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats08:00 - How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio11:13 - OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale17:19 - Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?20:22 - Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors21:54 - UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push24:32 - The Great Decline of California's Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?28:01 - OutroPlease see the links below or articles that we discuss in the podcast.How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG projectWhy Hasn't Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the DemocratsHow the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your PortfolioOPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. ShaleRussia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. InvestorsUK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel PushThe Great Decline of California's Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley overs the massive Alaska LNG project—an $80B+ energy infrastructure initiative poised to boost U.S. energy security. He contrasts this with California's energy decline under Governor Newsom, calling it a threat to national dominance. He also unpacks banks' bearish $60 oil forecasts, raising doubts about their reliability versus real-world demand. Finally, he explores rising insurance risks tied to EVs after a cargo ship fire, urging stricter protocols. For deeper dives and exclusive analysis, listeners are encouraged to visit EnergyNewsBeat.co and the Substack community.Highlights of the Podcast 00:00 - Intro01:03 - How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project03:45 - The Great Decline of California's Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?07:24 - The $60 Oil Conundrum: Are Banks the Oracles of Oil Prices?10:24 - Cargo Ship Fire Sparks Concerns Over EV Safety and Insurance Challenges12:47 - OutroPlease see the links below or articles that we discuss in the podcast.How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG projectThe Great Decline of California's Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?The $60 Oil Conundrum: Are Banks the Oracles of Oil Prices?Cargo Ship Fire Sparks Concerns Over EV Safety and Insurance ChallengesFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down key global energy developments, including risks to UK North Sea oil jobs from anti-fossil policies, Brazil's expanding LNG power and clean energy mix, and Russia's shifting LNG trade outside the U.S. dollar via the dark fleet. They warn that the growing move away from dollar-based oil trading could threaten the USD's reserve status. The episode also highlights Texas' $5B energy fund expansion and pro-natural gas legislation, plus oil market reactions to geopolitical tensions and Canadian wildfire disruptions.Highlights of the Podcast 00:00 - Intro01:10 - UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push03:50 - Brazil's GNA launches second LNG power plant06:27 - Russian LNG Exports Dip Amid Sanctions and EU Clampdown: The Dark Fleet's Role in Russia's Energy Trade09:16 - The 2025 Regular Texas Legislative Session Concludes: Key Energy, Oil, and Natural Gas Bills Analyzed15:10 - Markets Update16:57 - OutroPlease see the links below or articles that we discuss in the podcast.UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel PushBrazil's GNA launches second LNG power plantRussian LNG Exports Dip Amid Sanctions and EU Clampdown: The Dark Fleet's Role in Russia's Energy TradeThe 2025 Regular Texas Legislative Session Concludes: Key Energy, Oil, and Natural Gas Bills AnalyzedFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers critical developments, including the stalled Russia-Ukraine peace talks and the potential impact on U.S. oil markets. He highlights the Trump administration's rollback of Biden's Alaska oil drilling restrictions, the growth in U.S. oil production driven by Permian tight oil, and Goldman Sachs' forecast on OPEC+ output hikes. Additionally, Turley discusses Venture Global's CP2 LNG mobilization and its financial success. He emphasizes the need for strategic insights in energy markets, with an invitation for industry leaders to join the conversation.Highlights of the Podcast 00:00 - Intro01:25 - Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?04:28 - Trump Administration to Roll Back Biden's Curbs on Alaska Oil Drilling05:47 - Tight oil production in Permian drives growth in onshore U.S. Lower 48 states production07:24 - Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors09:57 - Venture Global's CP2 LNG to start mobilization and site preparation11:55 - OutroPlease see the links below or articles that we discuss in the podcast.Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?Trump Administration to Roll Back Biden's Curbs on Alaska Oil DrillingTight oil production in Permian drives growth in onshore U.S. Lower 48 states productionWhy Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. InvestorsVenture Global's CP2 LNG to start mobilization and site preparationFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down why Trump is holding back on more Russia sanctions to avoid economic fallout and political losses in the midterms. They dive into OPEC's output hike, grid modernization, oil and gas investment opportunities, and Trump's emergency order to stop power plant closures. The hosts also debate hybrid vs. EV incentives, Tesla's self-driving tech, and EOG's $5.6B acquisition in the Utica. It's a fast-paced roundup of geopolitics, markets, and energy strategy—all in one show.Highlights of the Podcast 00:00 - Intro01:34 - Why Hasn't Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats06:41 - How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio09:56 - Hybrid Cars: A Fuel-Saving Bridge to the Future or a Political Outcast?15:07 - Trump Emergency Order Halts Second Power Plant From Closure: A Win for Energy Reliability19:19 - Market Updates20:03 - OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale26:22 - EOG Resources Grows Utica Operations with $5.6 billion Encino Acquisition29:16 - OutroPlease see the links below or articles that we discuss in the podcast.Why Hasn't Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the DemocratsHow the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your PortfolioHybrid Cars: A Fuel-Saving Bridge to the Future or a Political Outcast?Trump Emergency Order Halts Second Power Plant From Closure: A Win for Energy ReliabilityOPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. ShaleEOG Resources Grows Utica Operations with $5.6 billion Encino AcquisitionFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down why Trump is holding back on more Russia sanctions to avoid economic fallout and political losses in the midterms. They dive into OPEC's output hike, grid modernization, oil and gas investment opportunities, and Trump's emergency order to stop power plant closures. The hosts also debate hybrid vs. EV incentives, Tesla's self-driving tech, and EOG's $5.6B acquisition in the Utica. It's a fast-paced roundup of geopolitics, markets, and energy strategy—all in one show.Highlights of the Podcast 00:00 - Intro01:34 - Why Hasn't Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats06:41 - How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio09:56 - Hybrid Cars: A Fuel-Saving Bridge to the Future or a Political Outcast?15:07 - Trump Emergency Order Halts Second Power Plant From Closure: A Win for Energy Reliability19:19 - Market Updates20:03 - OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale26:22 - EOG Resources Grows Utica Operations with $5.6 billion Encino Acquisition29:16 - OutroPlease see the links below or articles that we discuss in the podcast.Why Hasn't Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the DemocratsHow the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your PortfolioHybrid Cars: A Fuel-Saving Bridge to the Future or a Political Outcast?Trump Emergency Order Halts Second Power Plant From Closure: A Win for Energy ReliabilityOPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. ShaleEOG Resources Grows Utica Operations with $5.6 billion Encino AcquisitionFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley dives into California's escalating energy crisis, scrutinizing the impact of Governor Newsom's policies on both the state's economy and national security. Experts Ronald Stein and Mike Umbro outline the dangers posed by California's growing reliance on imported fuel, the closure of in-state refineries, and the increasing dependence on China for energy. They highlight the risks of Newsom's energy mandates, particularly the push for electric vehicles and refinery shutdowns, which threaten California's economic stability and security. The discussion calls for a more balanced, hybrid approach to energy policy and urges federal intervention to protect the state's energy future.Connect with Ronald on his LinkedIn https://www.linkedin.com/in/ronaldstein/Check out Ronald on American Outloud here:https://www.americaoutloud.news/author/ronald-stein-p-e/Connect with Mike Umbro on his LinkedInhttps://www.linkedin.com/in/mikeumbro/Highlights of the Podcast 00:00 - Intro01:12 - California's Energy Crisis02:05 - National Security Risk03:32 - Governor Newsom's Mandates04:12 - Newsom's Lawsuit Against the Trump Administration05:33 - Jet Fuel and Diesel Shortages06:44 - Kern County and the Potential for Oil Production08:52 - The Sierra Club's Influence10:27 - Electric Vehicle Mandates and Infrastructure11:33 - Hybrid Vehicles vs. Full Electrification12:51 - The Real Environmental Impact of EVs14:10 - The Need for a Hybrid Energy System15:33 - The Future of Solar and Lithium Batteries16:28 - California's Power Grid Challenges18:09 - The Federal Role in California's Energy Crisis20:14 - Oil and Gas as Essential for Infrastructure23:33 - Nationalizing Refineries for Security25:24 - The Impact of Climate NGOs27:43 - California's Economic Collapse31:26 - The Risk of Losing California's Energy Independence32:09 - The Challenges with Renewable Energy34:05 - Energy and Data Centers35:54 - Oil and Gas Backlog36:28 - California's Potential for Energy Rebound39:42 - The Need for Federal Intervention41:07 - The Sierra Club's Influence on Policy43:11 - Conclusion and Future Outlook