Energy News Beat Podcast

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Sarah E. Hunt, President of the Rainey Center, to break down groundbreaking new polling that reveals overwhelming bipartisan support for American energy dominance, secure domestic data centers, and rapid permitting reform. Sarah explains how voters overwhelmingly link energy independence to national security, the growing AI arms race with China, and the urgent need to build every possible electron—nuclear, natural gas, solar, wind—to safeguard America's technological future. From China's 10x energy build-out to AI-driven permitting solutions, this conversation delivers sharp insights, alarming realities, and a clear call to action for policymakers across the U.S.Highlights of the Podcast00:00 - Intro00:33 – Why Energy Dominance = National Security01:04 – The Shocking Truth About U.S. Data Stored in China02:27 – Voters See a Tech Arms Race With China03:23 – China's 10x Energy Build-Out Advantage03:58 – Nuclear Power, Permitting, & Speeding Up Builds05:42 – Using AI to Fix Permitting Bottlenecks06:08 – The “Three Horsemen” of Energy Dominance07:02 – Voters Overwhelmingly Support Cutting Red Tape08:03 – Grid Vulnerabilities & Chinese-Linked Equipment09:02 – Electricity as a Weapon of War10:12 – Bipartisan Consensus on Energy Independence10:40 – How the Rainey Center Started11:22 – Supporting Local, State & Federal Leaders14:00 – State-Level Energy Action & AI Competition With China16:41 – The Electricity War for Human Freedom17:15 – Wind, Solar, Nuclear & Reality of Energy Costs18:44 – Who Should Pay for Data Center Power?20:18 – Solar Already Built But Stuck in Red Tape21:48 – Critical Minerals, Supply Chains & Energy Security22:13 – How to Follow & Connect With Sarah23:59 – Closing RemarksWe recommend checking out the Rainey Center for Public Policy: https://www.raineycenter.org/Follow Sarah on her LinkedIn https://www.linkedin.com/in/sarahelisabethhunt/Check out https://theenergynewsbeat.substack.com/and https://energynewsbeat.co/

The Global Energy Markets are changing, and Giacomo Prendelli (Jack) stops by the Energy News Beat podcast.There are just some great days in the world, and today was no exception. I had the honor of visiting with Giacomo Prandelli of the Merchant's News Substack. It was a great time. After doing over 1,000 episodes, I can tell if the conversation feels like 5 minutes, it was a good Conversation in Energy.I started reading The Merchant's News Substack and was impressed with Giacomo's (Jack) articles and research. Today's discussion was really a great setup for the geopolitical issues the Trump Adminstration is facing while trying to keep energy prices down. Key Discussion points:1. The current state of the oil and energy markets, including factors affecting oil prices such as geopolitical tensions, production levels, and demand.2. The shifting global power dynamics, with the United States, Russia, China, and India emerging as the key players, while the European Union and the UK are seen as declining in influence.3. The impact of the Russia-Ukraine war on energy markets and the potential role of the United States in shaping the outcome.4. The challenges faced by the renewable energy transition, including the reliability and cost-effectiveness of technologies like wind and solar compared to traditional fossil fuels.5. The potential for countries like Libya and Guyana to become important oil producers with low production costs.6. The issues facing the energy infrastructure and policies in California, particularly the reliance on oil pipelines and the push towards renewable energy.7. The background and motivation behind the Merchant's News Substack, which the host sees as a valuable source of analysis and insights on energy and commodity markets.Time Stamps:00:18 Introduction in Switzerland02:18 Shadow Fleet Ends05:00 Energy Policies and the EU, and UK07:57 World bifurcating into new trading blocs13:18 NATO18:26 Investment Charts Gold, metals, and Oil25:29 Biden and Trump have different moves as leaders29:17 Russia, North Africa, and EuropeDo not judge the site based on the landing page. The great cartoons are eye-catching with fantastic details behind the story. When I first started reading his articles and finding out what he was writing about, I was shocked. When you jump into his articles and financial discussions, you can walk away with a great appreciation for the work he is putting into every article. You can also find Jack on his LinkedIn here.Check out his post on X. Jack PrandelliFor the Full Transcript: https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/

What a week in the oil and gas markets. We have Dark Fleet Tankers over the weekend rolling up on Venezuela to be filled up, and Michael Tanner and Stu Turley talked about it on the Sunday release of the Energy News Beat Stand Up. Stu points out that President Trump needs to pay attention, as if he does not enforce the sanctions, we might as well ignore OPEC and the pricing models.Sure enough, on Tuesday, President Trump rolls out the blockade, and DRW on The Hot Take of the Day has a great article on his Substack. Stu has reached out to get him scheduled for another interview.Throw on a good Gavin Newsom problem this week with Oregon, Washington, and more refineries, and we have a wild ride forming up like a thunderstorm in Q1 2026.1. The situation in Venezuela and the potential impact on oil supply and prices. Stu discusses how the U.S. actions against Venezuela could affect global oil markets.2. The possibility of an upcoming commodity bull run, particularly in the oil market. Stu cites an article suggesting that oil could be the next commodity to see a major price increase.3. The tensions between global energy companies like ExxonMobil and European regulations, with Stu discussing how stricter EU policies could prompt ExxonMobil to exit the European market.4. The importance of energy infrastructure projects like the Western Gateway Pipeline to ensure energy security on the U.S. West Coast.5. New regulations in New York requiring greenhouse gas reporting, which the host suggests could lead to oil and gas companies leaving the state.6. The progress on the Alaska LNG pipeline project, which the host sees as a positive development for U.S. energy exports.Time Stamps:01:10 DRW talks about Venezuela Oil and Chris Wright03:17 ExxonMobil and Chevron to benefit03:50 Is President Trump's team listening to Energy News Beat04:45 Will Oil be the next in the commodity markets? 06:01 The EU's worst legislation ever08:00 Phillips 66 Pipeline to the West - Could be a help to California in a few years10:20 New York Needs to Learn from the EU - New Climate Regulations12:25 Alaska LNG gets green lightsBuckle up, we are in for a wild 2026.Stories Covered in the Stand UP1. Venezuela Isn't Escalation — It's Supply Management2. Will Oil Be the Next in the Commodity Bull Run?3 .The EU's Worst Piece of Legislation, According to an Exxon Top Executive May Force Exxon Out of the EU4 .Phillips 66 Sees an Opportunity to Supply the West Coast with the Western Gateway Pipeline: A National Security Imperative5. New York Releases Regulation Requiring Mandatory GHG Reporting for Large Emitters from 20276. Alaska LNG Pipeline Gets Final Approvals Ahead of ScheduleCheck out the full Transcript on https://energynewsbeat.co/and https://theenergynewsbeat.substack.com/

It's been a wild time in the markets; there are many questions in the oil and gas markets. Will the Trump Administration stop the dark fleet tankers from filling up 4 million barrels this weekend, as they did with the one they confiscated last week? 1. The Trump administration's actions against Venezuela, including the capture of a “dark fleet” oil tanker. We discuss whether this is more about oil or a show of force against the Venezuelan government. Stu chimes in that Panama is not renewing their “Belt and Road” initiative with China, so did taking the Tanker last week prove that this is more about the Monroe Doctrine? 2. The potential impact on the oil and gas markets if there is a regime change in Venezuela, including the possibility of increased foreign investment and production.You have to ask the question Who has the most oil reserves? Then you have to ask which companies produce the most oil, as energy policies and profits matter. If you have huge reserves but you can't get the oil and gas out of the ground because of corruption, you might as well not have the natural resources. 3. The European Union's decision to freeze Russian central bank assets in response to the war in Ukraine, and the potential retaliatory actions Russia could take by restricting energy exports to Europe.4. The growth of AI data centers in Texas and concerns about the ability of the Texas power grid to handle the increased electricity demand.5. A comparison of electricity prices between Democratic and Republican-leaning states, with the transcript suggesting Democratic states tend to have higher electricity rates.Time Stamp for Chapters: 00:20 Regime Change in Venezuela will change the markets04:39 Dark Fleet has 2 tankers in Venezuela, will President Trump intercept? 08:16 EU seizes Russian money, and it won't end well. 18:16 Blue states' energy is higher due to policies25:24 The world is healing1.Regime Change in Venezuela Will Change the Oil Markets2.Dark Fleet Oil Ships Dock in Venezuela, Showing Challenge for US3.What Are the Impacts to the EU Should They Seize Russian Monetary Assets?4.Ukrainian Drone Strikes Escalate: Afipsky Refinery Hit Amid Wave of Attacks on Russian Oil Infrastructure5.Is the AI Data Center Build Out in Texas a Home Run or a Potential Bust?6.Blue States, High Rateshttps://energynewsbeat.co/invest/Substack: https://theenergynewsbeat.substack.com/p/regime-change-in-venezuela-will-change

Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme.2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years.3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected.4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals.5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term.00:00 Intro Return to Tangibles01:11 ETF LENS is by Sarmaya Partners03:35 Is the world oversupplied with oil06:10 Geopolitical Risk to Oil07:09 Shale Boom and Break-even for Oil10:06 Companies looking for exploration locations11:38 Policy impacting prices16:58 Market Cycles20:21 Markets like Copper23:42 Global Markets and deindustrialization27:15 Grid complexities of AC vs DC28:56 Renewables impact on Energy37:30 Investing and day trading 41:45 Recycling and Copper48:20 Nuclear and AIFollow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/Check out https://sarmayapartners.com/Check out the Substack: https://sarmayakar.substack.com/Check out the full Transcript on https://energynewsbeat.co/and https://theenergynewsbeat.substack.com/

Today on the Energy News Beat, Stand up Stu Turley and David Blackmon talk about the critical issues around Data Centers, Venezuela, Chevron, and how investors would react. With an oil platform in the Caspian Sea hit by Ukrainian drones, another Russian Tanker hit, and the U.S. boards a tanker loaded with Venezuelan oil, you can't buy this kind of entertainment. Years ago, oil would have spiked to $20, and today it's going down. 1. The data center boom and its impact on power grids, especially in the PJM region of the northeastern United States. The transcript discusses how the rapid growth of data centers is straining power grids and causing utility rates to rise. 2. Chevron's operations in Venezuela and the complex geopolitical situation there, including the enforcement of US sanctions and the potential for regime change.3. Innovative solutions to power data centers, such as the supersonic engine developed by Boom Supersonic, that can be used to power AI data centers.4. Concerns about a potential "bubble" in the data center industry due to the rapid growth and large investments.5. Partnerships between energy companies and data center operators, such as Exxon's deal with NextEra to develop a gigawatt-scale data center.6. The importance of developing domestic rare earth refining capabilities in North America to reduce reliance on China.7. The boom in US solar installations is driven by the impending expiration of tax credits and concerns about the sustainability of this growth.8. Ongoing mergers and acquisitions in the natural gas sector, as companies seek to gain economies of scale.00;00 Introduction Data Centers01:20 PJM Grid Growth in West Virginia04:26 Chevron and Venezuela on the Front Lines08:41 Symphonic Supersonic new gas turbine for data centers12:58 Exxon is working with NextEra to develop a Gigawatt Data Center16:00 US Solar is setting up for a crash23:41 Exxon and Chevron ChartsThanks to David Blackmon for stopping by the ENB Stand Up and sharing his Forbes Article and expertise. Please subscribe to him at https://blackmon.substack.com/Shout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/

CNBC inspired today's ENB Stand Up - I Did Not Have That On Michael's Bingo Card.The interview on CNBC inspired today's ENB Stand Up, and here is the full interview with Peter Boockvar, CIO of One Point BFG Wealth Partners, who was interviewed on ‘Fast Money' to discuss why he is bullish on energy heading into 2026. I found this story very interesting as Peter goes through the key bullet points. Their interview was on CNBC.Peter Boockvar also said: “Now with OPEC, we've seen more than two million barrels a day of production increases and quota increases, but the production increases haven't really met up fully with the quotas, which tells me that there's less available excess production supply, and it's really only coming out of Saudi Arabia and the UAE.”Finally, Peter Boockvar commented, “I think sixty dollars a barrel is pricing in almost no geopolitical risks. And I think the market just almost in a way assumes that there's going to be a deal.”Chapter Times:00:00 Intro00:30 Peter Boockvar on the CNBC Interview, oil is next year's gold04:48 California Pipeline Shut Down, A crisis in the making10:12 Will the oil Shadow Fleet End? ENB Stand Up Stories Covered on The ShowOil could be next year's gold, says investor Peter BoockvarNew Report Warns Consequences of an Oil Pipeline Shutdown Would ‘Cascade Across the State'California's Oil Rush Slips into Final Act, and May Take Alaska's Oil Rebound Down with ItThe Shadow Fleet End? – Giacomo PrandelliAfrica is Embracing Oil and Gas for New Development, and Will Benefit Africans, Investors, and the MarketUS Oil Rig Count Stages A Comeback After Last Week's LossesCheck out Reese Energy Consulting at https://reeseenergyconsulting.com/The full article at The Energy News Beat Substack: https://theenergynewsbeat.substack.com/p/could-oil-be-next-years-gold-investmentGot questions if you need a tax deduction? https://energynewsbeat.co/invest/

Katy Grimes, Editor in Chief of the California Globe, and Mike Umbro stop by the ENB Podcast.This podcast rolled around because Katy Grimes, the Editor in Chief of the California Globe, wrote a brilliant story, “Has California's Oil and Gas Industry Hit the Point of No Return?” and in that story, she is pointing out that the National Security Risk created by Gavin Newsom's energy policies may have pushed the oil and gas business to the brink of collapse.On the podcast, we discussed that the main pipeline may shut down in weeks, meaning oil drilled in California will have to be trucked to refineries rather than put into the pipeline. Yes, you read that correctly. Shut down in weeks. We also ask, how many of those truck drivers are illegal migrants who can't read, and we need thousands of trucks that don't exist.The other huge issue is the sheer number of tankers that will be piling up off the coast, which is a real problem. There is a good chance that some are no longer part of the Dark Fleet and may not be seaworthy or insured.Key Chapter Time Stamps02:17 California's Oil Crisis is now a Security Risk04:50 California Imports 70% of the oil it requires07:09 Permitting and Regulatory issues for E&P operators10:06 Crimson Midstream Pipeline, The San Pablo pipeline potential shutdown mid-December12:21 The largest oil spills were from Tankers, and we are going to see more tankers on the water, driving potential accidents up.13:51 Shout out to Gene Nelson, PhD., whom I just interviewed, and we talked about that interview that is now in production.16:06 Nuclear plants had been shut down to make way for wind and solar installations.18:52: The oil industry is over22:05 How to fix the broken system23:55 Alaska imports jet fuel, diesel, and gasoline, causing significant environmental damage.41:18 Mike Umbro, Energy Environmentalist: Well, that's about hugs and Chris Wright. I told you I don't need a hug, I need a permit.Please make no mistake, we have a crisis brewing in California.Katy's comment that Governor Newsom can't be this incompetent and that it has to be deliberate really resonated with me while writing this summary.ENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy.https://energynewsbeat.co/request-media-kit/

Michael Tanner and Stu Turley cover several significant developments in the energy industry.First, they discuss New York's new "Cap and Invest" program, which will ration and tax fossil fuels. We do not see this as being ineffective and costly for consumers. This will do nothing but drive more people out of New York and reduce taxable income as money leaves the state. There is a reason JP Morgan has moved its gold trading unit out of New York.Next, we examine the increasing isolation of Venezuela as its allies Russia and China step back amid heightened U.S. pressure. This has implications for Venezuela's significant oil reserves.We then cover ExxonMobil's interest in acquiring a Russian firm's stake in an Iraqi oil field, as U.S. sanctions impact the global energy landscape.The discussion shifts to the automotive industry, noting a pivot away from aggressive EV adoption towards more profitable hybrid vehicles in the U.S. Analyst Josh Young's insights on OPEC's production increases and the implications for spare capacity and oil market dynamics are also covered.Finally, we lament the collapse of California's oil and gas industry due to stringent policies and permitting challenges, and we criticize the state's governor.Key Time Stamps:00:17 New York to Tax more and Ration fossil fuels03:21 Venezuela is suddenly alone06:20 ExxonMobil looking over LukOil in Iraq08:57 Shift to hybrid cars will lower gasoline demand10:23 OPEC* Production13:17 Has California's Oil and Gas industry hit the point of no return?Stu will be interviewing Mike Umbro, and Katy Grimes, Editor in Chief of the California Globe, are live on LinkedIn, X, and YouTube to talk about the California story. "Has California's Oil and Gas Industry Hit the Point of No Return? – California Globe"Here is the live link: https://www.youtube.com/live/9iQIhfX0ydM?si=82sbS7hGXOPeYNYVStories we covered today:1.New York's climate law will ration fossil fuels and tax the rations – David Wojick on CFACT2.Venezuela is Suddenly Alone: Allies Step Back Amid Escalating U.S. Pressure3.ExxonMobil Looks Over Lukoil's Iraqi Oilfield as U.S. Sanctions Finally Hit Home – What does this mean for Investors?4.The Shift to Hybrid Cars is Moving in the US5.OPEC+ Production Increases and Spare Capacity Audit – Oil Market Implications6.Has California's Oil and Gas Industry Hit the Point of No Return? – California GlobeShout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/We have specials going on, so ask Stu for details.

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Nathan Lord, President of Shale Crescent USA, to unpack why Ohio, West Virginia, and Pennsylvania may be the world's most overlooked manufacturing and energy powerhouse. Nathan explains how the region's abundant, low-cost natural gas creates a world-class advantage for petrochemicals, power generation, and reshoring manufacturing from Europe and China—while also cutting emissions by building near the fuel source. They dive into Europe's deindustrialization, the risks of net-zero policies that export industry (and emissions) to China, the coming surge in gas demand from LNG and AI data centers, and why winning the “fuel race” is the key to U.S. energy security, grid reliability, and long-term prosperity for American workers.We wrote an introduction to this interview for the Energy News Beat Substack, and it included data compiled by Nathan and the Shale Crescent team. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityI look forward to more podcasts and interviews with CEOs from Ohio, West Virginia, and Pennsylvania to discuss this significant, strategic reindustrialization effort for the United States. Thank you, Nathan, for stopping by the Podcast, and I am looking forward to our follow-up conversations! - StuCheck out the Shale Crescent USA website here: https://shalecrescentusa.com/Connect with Nathan Lord on his LinkedIn here: https://www.linkedin.com/in/nathan-lord-230a99a9/Highlights of the Podcast 00:00 - Intro01:01 – What Is Shale Crescent USA?02:53 – Marcellus Gas Volumes & Global Ranking04:20 – Where Global Manufacturers Go Next05:35 – Trump, the Saudi Crown Prince & LNG Dreams06:02 – Maximizing the Molecule: From Gas to Booster Seats07:16 – Germany's Net-Zero Deindustrialization09:06 – Europe's Energy Insecurity vs. U.S. Shale Advantage11:15 – Energy Security at Home, Energy Dominance Abroad12:12 – How Shale Crescent Lands Global Projects13:07 – Stu's Two-Track World & China's Manufacturing Pull14:54 – Can the U.S. Beat China on Manufacturing Costs?17:51 – Onshoring, ESG & Emissions Reality20:26 – Is ESG Fading? Cleanest Molecule Wins21:51 – Rare Earths vs. “Rare Natural Gas” Advantage23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing24:11 – Who's Locking Up Molecules (and Who Isn't)26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power28:30 – Avoiding Blackouts & Winning the AI Fuel Race32:06 – Build on the Fuel Source: Speed to Power35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps37:39 – Man-Made Energy Problems & Leadership38:18 – How to Find Nathan & Shale Crescent USA39:08 – Closing: From Rust Belt to ProsperityFull transcript will be on https://energynewsbeat.co/Check out https://energynewsbeat.co/request-media-kit/

On today's episode of the Energy News Beat Stand Up, Michael Tanner and Stu Turley are a few pounds heavier from Thanksgiving!Key issues discussed today:Russia's oil and gas revenue is projected to decline sharply in November, potentially by as much as 35%. This revenue shortfall may be contributing to heightened diplomatic activity around the Russia-Ukraine war.- The potential impact on oil prices if the Russia-Ukraine war were to end. Michael Tanner argues that oil prices would likely go down, as Russia would be able to bring more oil supply back online. Stu Turley suggests prices could rise, as Russia would have more money to fund its operations.- The potential disruptions to oil supply, such as attacks on tankers in the Black Sea and disruptions to the Caspian Pipeline Consortium. However, the hosts seem to downplay the potential impact of these events on oil prices.We also discussed the ongoing dispute between a Texas oil executive and the state of California over offshore oil production. The hosts are critical of California's regulatory environment and its impact on energy production.Chapters 00:01 Intro00:21 Russia's oil and gas revenue may fall by 35%05:58 Caspian Pipeline Consortium halts Black Sea oil loading after Ukraine attack10:14 Texas Oil Mogul at war with Gavin Newsom's Energy Policies14:44 New Fortress Energy gets a 3 billion deal with Puerto Rico20:46 Closing1.Russia's Oil and Gas Revenue May Fall in November by 35%, Reuters Calculations Show2.Caspian Pipeline Consortium Halts Black Sea Oil Loading after Ukraine Attack – And Black Sea tankers hit3.What If Venezuela's Oil Is Shut Down and We Get Peace in Ukraine? Analyzing the Potential Impact on Oil Prices4.The Texas Oil Mogul at War With California Over an Offshore Bounty5.New Fortress Gets Tentative OK for $3 Billion Puerto Rico Deal – What Does This Mean for Investors?Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas Investing

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Tyler Lindholm, Wyoming State Director of Americans for Prosperity, to break down the truth about America's energy future, federal overreach, the wind farm subsidy scams, coal's comeback, and why Wyoming is becoming the last line of defense for U.S. energy security.Lindholm exposes how federal land policies cripple ranchers, why baseload power still matters, how California depends on Wyoming to keep the lights on, and why renewable subsidies are collapsing under their own weight. They also dive into grid reliability, the “duck curve,” production tax credit scams, and how local citizens can take back control of energy policy.If you care about energy independence, rural America, or honest conversations outside the mainstream media… this is the episode to watch.Thanks for your leadership, Tyler, in Agriculture, Ranching, and Energy! I had an absolute blast visiting with you. - Stu.Connect with Tyler on LinkedIn: https://www.linkedin.com/in/tyler-lindholm-9119a259/???? Want to get involved?Visit: AmericansForProsperity.orgHighlights of the Podcast 00:00 - Intro00:32 – Why Wyoming Is a U.S. Energy Powerhouse01:02 – Wyoming's Energy Priorities01:41 – Trump's “Three Horsemen” of Energy Dominance02:01 – New Coal Plant Proposal03:10 – Reliable, Affordable Energy Is King03:35 – AFP's Mission: Cutting Government Barriers04:24 – Federal Land Control Hurting the West05:44 – Grazing, Wildlife & Real Environmental Impact07:58 – California's Dependence on Wyoming Power09:23 – Energy Security = National Security10:42 – How Citizens Can Get Involved Locally13:09 – Wyoming's Workforce & Six-Figure Energy Jobs13:34 – AI vs. Blue-Collar America15:16 – The Duck Curve Explained Simply17:03 – Wind Farm Reclamation Crisis18:31 – Wind Subsidy Scams (PTC Loophole)20:22 – Who Really Runs the Grid21:55 – Closing ThoughtsCheck out the full articles: https://theenergynewsbeat.substack.com/or on the website:https://energynewsbeat.co/

Happy Thanksgiving, and we have a wild Energy News Beat Stand Up for You! We are focusing more on finance, deal reviews, and the economics of energy rollout in future articles. UK oil and gas companies exploring opportunities in the U.S. market: We discuss how large UK oil and gas companies like Harbor Energy are actively looking for merger and acquisition opportunities in the U.S. as they face challenges in the UK market due to Net Zero policies.Kind of like I have said, that oil saved the whales the first time, and President Trump's ending of offshore wind may save them the second time. The UK oil companies looking to move is a potential trend for all investors to take note of. Energy Policies have consequences, and the UK, EU, and even Canada are on a road to a fiscal catastrophe.We also cover the concerns about potential oil shortages: Comments from Russia's top OPEC negotiator, Alexander Novak, who warned about the risk of an imminent oil shortage due to chronic underinvestment in new oil production to replace declining fields.China's development of a new CO2 turbine technology: We discuss China's unveiling of a new supercritical carbon dioxide power generator technology, which could have significant applications in industries like cement and steel.Challenges and opportunities in the U.S. nuclear power sector: And Michael and I explore how the U.S. government is trying to support the development of larger nuclear reactors, including through low-cost government loans, in order to make nuclear power more profitable and attractive to investors00:18 Harbor Energy is scouting mergers and acquisitions in the US03:35 Russia points out oil needs investments07:05 China unveils new CO2 turbine that could upend power tech13:03 Sponsor and FinanceCheck Out Full Articles and Transcripts https://theenergynewsbeat.substack.com/and https://energynewsbeat.co/Stories Covered in this episode1.Large UK Oil and Gas Company Explores U.S. Deals – WSJ2.Russia Points Out the Lack of Investment in Oil is Poised to Cause an Oil Shortage3.China Unveils New CO2 Turbine That Could Upend Power Tech4.Can the U.S. Make Big Nuclear Reactors? How Can We Make Nuclear Profitable? How do Investors React?

Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg01:56 Doomberg on the UK and energy crisis06:28 Doomberg on the Labor Party12:01 Doomberg on the Russian-Ukrainian War14:37 Zelensky won the election, but may not be viable in peace talks25:39 California and Gov Newsom Energy Crisis31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.38:14 US Dollar financial system and the petro dollar43:13 Global debt45:54 Secretary Chris Wright53:41 Doomberg on data centers sitting on top of power sourcesA special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/Check out the transcript at https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/#doomberg #finance #investing #investinenergy

In this episode of the Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down whether the U.S. petrodollar is truly dying or just taking hits as global reserves shift and new trading blocs emerge. They dive into the IEA's stunning reversal projecting rising oil demand through 2050, natural gas' shift toward year-round high pricing, and why the Shale Crescent region is becoming America's most strategic energy asset. The hosts also unpack the real drivers behind soaring electricity prices—policy, transmission, and renewable integration—separate from AI demand, and spotlight China's breakthrough thorium molten-salt reactor. They wrap with oil and gas market moves, rig count surprises, and the SM–Civitas merger shakeup. A packed episode full of global finance, energy policy, and market insights.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:13 - Is the US Petrodollar Dead, or Just Wounded?05:01 - The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In.08:57 - America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security11:39 - Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly14:28v - The Rhyme and Reason behind Rising Electricity Prices17:26 - The World's First Thorium Molten Salt Reactor in China22:11 - Markets Update24:12 - SM–Civitas Merger Move26:24 - Outro Links to articles discussed:Is the US Petrodollar Dead, or Just Wounded?The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In.America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityRising Electricity Prices Started Long Before AI, and Should Not Be Politicized IncorrectlyThe Rhyme and Reason behind Rising Electricity PricesThe World's First Thorium Molten Salt Reactor in China

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down why there's no real oil glut despite market noise, Chevron CEO Mike Wirth's bullish long-term stance, and how AI-driven efficiency is reshaping Big Oil. They dive into Sweden's pension fund disaster after chasing risky net-zero bets, why micro-nuclear reactors may be the sleeper investment of the decade, and Enbridge's major pipeline expansion boosting Canadian crude flows. The episode also covers China and India's role in setting the floor and ceiling for global oil prices, the hidden machinery behind Russia's “dark fleet,” and why sanctions aren't stopping crude from moving—just rerouting it. A fast, sharp look at the forces shaping 2025's energy markets.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:22 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron03:46 - Sweden's Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects07:17 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil11:01 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security12:49 - China Sets the Floor and Ceiling for Global Oil Prices15:45 - Why China and India Continue Buying Russian Oil?18:25 - Outro Links to articles discussed:Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and ChevronSweden's Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero ProjectsEnbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy SecurityChina Sets the Floor and Ceiling for Global Oil PricesWhy China and India Continue Buying Russian Oil?

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley breaks down the DOE's $1 billion loan to restart Three Mile Island and why it marks a major win for American energy security and nuclear renaissance. He then dives into how China now sets the floor and ceiling for global oil prices, and why China and India continue buying Russian oil despite sanctions and shifting tanker data. Stu also covers Japan's accelerating geopolitical posture toward China, Europe's dangerous dependence on China for rare earth processing, and the EIA's surprising crude inventory draw that signals a bullish outlook for oil. Packed with analysis, global insights, and energy market implications, this episode keeps you sharp and ahead of the curve.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:20 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security02:07 - China Sets the Floor and Ceiling for Global Oil Prices05:04 - Why China and India Continue Buying Russian Oil?07:47 - Japan Might Challenge China Sooner Than Expected – Andrew Korybko09:17 - Europe Has Rare Earth and Critical Minerals, But Is at China's Mercy Just Like Everyone Else14:07 - EIA Reports Surprise Crude Oil Inventory Dip16:37 - Outro Links to articles discussed:$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy SecurityChina Sets the Floor and Ceiling for Global Oil PricesWhy China and India Continue Buying Russian Oil?Japan Might Challenge China Sooner Than Expected – Andrew KorybkoEurope Has Rare Earth and Critical Minerals, But Is at China's Mercy Just Like Everyone ElseEIA Reports Surprise Crude Oil Inventory Dip

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

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

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

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

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break break down Gavin Newsom's COP30 grandstanding, Trump's coal revival predictions, and why China dominates clean-energy manufacturing while still running on coal and oil. They unpack billions pouring into U.S. nuclear projects—and why real returns are still a decade away—before diving into Chevron's first West Texas data-center power project and Liberty Energy's early lead in the space. The duo closes with the IEA's updated outlook showing oil and gas demand rising through 2050, shaky OPEC signals pushing prices down, and Baytex's surprising Eagle Ford exit. A fast, fiery roundup of energy reality, markets, and industry moves.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:17 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?03:26 - Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug Sheridan05:58 - Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?07:54 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model10:36 - Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil's not quite Dead Yet”15:02 - Markets Update16:39 - Baytex to Divest of U.S. Eagle Ford Assets to Advance Higher-Return Canadian Core Portfolio18:57 - Outro Links to articles discussed:COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug SheridanBillions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business ModelOil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil's not quite Dead Yet”

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

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

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

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

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

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

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

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

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

Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon . Doomberg lays out the massive topic of trade wars with China and the global impact on the financial markets. What are investors and consumers thinking?In this engaging discussion, they explore China's dominance in rare earth minerals, the U.S. response to growing supply chain risks, and how geopolitical tensions are reshaping global trade alliances. From the future of energy independence to the economic fallout of the Russia-Ukraine conflict, Doomberg brings sharp analysis and thought-provoking insights on the shifting balance of power across nations.I absolutely love my time with Doomberg, but it was extremely cool when he recognized Dave's name as we flashed his comment live on the screen. Doomberg appreciated Dave's subscription, and this was just cool.We will see an end to the Russian war soon, and we need to keep the war mongers out of the decision-making positions.Doomberg is a national treasure.Highlights of the Podcast00:01 – Introduction01:43 – China's Rare Earth Monopoly and Trade War Signals07:17 – U.S. Response and Administrative Inaction10:40 – Reactions to Global Trade Developments14:17 – U.S. Efforts to Break Rare Earth Dependence15:53 – U.S. Manhattan Project for Supply Chains20:13 – Regulatory Hurdles and Mining Challenges22:40 – Global Bifurcation and Emerging Trade Blocks25:24 – Russia, Ukraine, and the Changing Global Order34:13 – Media Narratives and Propaganda38:31 – Drone Warfare and Shifting Military Power42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry46:08 – Europe's Energy Crisis and Deindustrialization53:17 – Alaska, Energy Development, and Infrastructure Delays55:05 – Closing Thoughts and New Project PlugAgain, we highly recommend subscribing to David Blackmon's Substack at blackmon.substack.com, the Energy News Beat Substack, and Doomberg!

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley break down Secretary Chris Wright's ambitious two-year plan to ramp up U.S. critical and rare earth mineral production, highlighting its geopolitical stakes amid U.S.–China trade talks. They discuss America's push to diversify energy sources—linking rare earths, clean coal, and modular nuclear to data center growth—before pivoting to rising power stock valuations from the AI boom, global bifurcation driven by net-zero policies, ANWR lease openings, and the failure of new Russia sanctions to curb oil flows. The hosts close with market reactions to Matador Resources' earnings and optimism for the global energy landscape.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:16 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?03:56 - AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have Questions07:46 - Greenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading Blocs11:10 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?15:49 - New Oil Sanctions Will Not Stop Russia's War Machine21:54 - Markets Update24:12 - Rig Count Update24:14 - Frac Count Update24:30 - Matador Resources Company Reports Third Quarter 2025 Results, Increases Full-year 2025 Guidance and Provides 2026 Outlook30:02 - Outro Links to articles discussed: Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have QuestionsGreenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading BlocsNow that the Alaska ANWR is Open for Lease Sales, Who Will Develop?New Oil Sanctions Will Not Stop Russia's War Machine

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

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discussed Governor Gavin Newsom's controversial new bill allowing California utility companies—such as Southern California Edison—to tap into the state's $21 billion Wildfire Fund, half of which is funded by taxpayers. The legislation permits utilities to use the fund to cover wildfire-related expenses and even fines from their own negligence. Turley blasted the move as a “corruption-laden bailout,” arguing it protects utilities at the expense of taxpayers, while comparing it to California's manipulation of federal health funds. Both hosts warned that under Newsom's leadership, California has become a growing national security risk. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:17 - Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil's Surplus Is Here—But What's the Real Story?07:51 - Wind Turbines are Made by Coal and Are Not Sustainable12:26 - Europe is the Biggest Loser in US-China Rare Earth Wars18:38 - EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats20:43 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region24:31 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund26:40 - Outro Links to articles discussed:Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil's Surplus Is Here—But What's the Real Story?Wind Turbines are Made by Coal and Are Not SustainableEurope is the Biggest Loser in US-China Rare Earth WarsEU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade ThreatsThe Permian Basin Reliability Plan will cost every customer in the ERCOT region.Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Wasif Latif, President of Sarmaya Partners, to explore the “Return to Tangibles” investment thesis. Latif explains why commodities like gold, silver, copper, and platinum are outperforming tech stocks and bonds in today's market. He breaks down the geopolitical catalysts, surging industrial demand, and the performance of the LENS ETF—designed to capture this tangible asset boom. From silver's breakout and platinum's comeback to supply chain rewiring and defense-driven resource demand, this episode is a masterclass on navigating a deglobalizing, resource-constrained world.7% retracement is another instance of the market digesting gains rather than signaling exhaustion. We see this spike in volatility as a healthy reset, not a sign of weakness. It's how long-term strength shows up and builds momentum.· Deficits, not just interest rates, are driving liquidity creation. With Social Security, Medicare, and Net Interest absorbing more than half of all U.S. federal outlays, fiscal consolidation seems a politically impossible. This structural imbalance anchors gold's long-term bid as policymakers rely increasingly on monetary and fiscal accommodation to finance spending.· Central banks have become systematic gold buyers, treating it as a Tier 1 reserve asset amid rising geopolitical fragmentation and declining trust in fiat discipline. Their price-insensitive accumulation sets a structural floor beneath the market. For investors, the behavioral edge lies in patience, the capacity to stay invested through cyclical volatility in a secular uptrend.See how energy plays into the return to tangibles. As always, Wasif, thank you for stopping by! - Stu Substack: https://sarmayakar.substack.com/Check out https://sarmayapartners.com/LinkedIn: https://www.linkedin.com/in/wasiflatif/Highlights of the Podcast 00:00 – Intro00:56 – JP Morgan's $10B Strategic Investments02:11 – Rise of Geopolitical Investing & Strategic Imperatives02:28 – Return to Tangibles: The Core Thesis04:36 – Ringing the Bell: Launch of LENS ETF05:37 – Silver Breaks Out: Early Stages of Bull Run09:00 – Precious Metals vs. Tech & Bonds11:05 – Platinum's Comeback & EV Reality Check13:55 – Geopolitics, Military Spending & Commodity Demand15:30 – "We're in the Stuff Shovels Pick Up"17:40 – Oil Lagging—But Not for Long19:56 – LENS ETF Performance YTD21:21 – How Samarya Partners Invests Differently23:50 – Gold vs. S&P500 (Real Returns)25:17 – Inflation Outlook & Rate Cuts27:12 – AI, Data Centers & Energy-Driven Inflation30:18 – Long-Term Trends: Stagflation, Labor vs. Capital30:20 – How to Reach Wasif LatifCheck out the Transcript at EnergyNewsBeat.coCheck out the additional article at https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, Stuart Turley covers escalating global energy tensions as the EU's climate directives trigger backlash from major LNG suppliers like the U.S. and Qatar, warning of trade disruptions. He discusses possible sabotage at refineries in Hungary and Romania, critiques the costly ERCOT grid expansion in Texas, slams Gavin Newsom's wildfire fund access law as corruption, and highlights how sanctions on Russian oil are backfiring. Turley also praises U.S. Energy Secretary Chris Wright for refilling the Strategic Petroleum Reserve and previews rising LNG trading volumes via aBAX Technologies. A jam-packed episode linking policy, energy, and geopolitics. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:16 - EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats02:23 - U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations04:17 - Recent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge question06:35 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region.10:22 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund12:40 - Russian Oil Keeps Flowing: “Sanctions Don't Work as Intended”- Irina Slav17:19 - The US Needs to Restock the Strategic Oil Reserve – This would save money and jobs in the long run.19:09 - Abaxx Confirms Growing Trading Activity in its North Pacific-Asia and US Gulf of Mexico LNG Futures20:47 - Outro Links to articles discussed: EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade ThreatsU.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate RegulationsRecent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge questionThe Permian Basin Reliability Plan will cost every customer in the ERCOT region.Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire FundRussian Oil Keeps Flowing: “Sanctions Don't Work as Intended”- Irina SlavThe US Needs to Restock the Strategic Oil Reserve – This would save money and jobs in the long run.Abaxx Confirms Growing Trading Activity in its North Pacific-Asia and US Gulf of Mexico LNG Futures

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley break down Citi's $50 oil prediction amid Russia-Ukraine de-escalation rumors, debating whether the surplus fears hold up against Saudi Arabia's fiscal realities and Trump's energy goals. They expose the hidden fossil fuel costs behind wind turbines, highlight Trump's pushback on global carbon taxes, and analyze Europe's rare earth dependence in the U.S.-China trade clash. Wrapping up with rig counts, SLB earnings, and India's oil trade under sanctions, the hosts close with optimism for global reindustrialization and pragmatic energy investing. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:16 - Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil's Surplus Is Here—But What's the Real Story?07:51 - Wind Turbines are Made by Coal and Are Not Sustainable12:22 - How Trump's Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being Saved15:26 - Europe is the Biggest Loser in US-China Rare Earth Wars21:49 - Market Update22:57 - US Oil Rig Count Stalling While Output Soars23:52 - SLB Reports Q3 Earnings Higher Than Expected27:47 - Outro Links to articles discussed: Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil's Surplus Is Here—But What'…Wind Turbines are Made by Coal and Are Not SustainableHow Trump's Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being SavedEurope is the Biggest Loser in US-China Rare Earth WarsUS Oil Rig Count Stalling While Output SoarsSLB Reports Q3 Earnings Higher Than Expected

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Michael Tanner and Stuart Turley argue that China's ban on critical mineral exports could backfire by driving U.S. innovation and domestic refining. They explain China's control lies in refining, not mining, and predict new capacity will emerge in the U.S. and Southeast Asia. The episode also covers China and Iran's oil-for-infrastructure deal, California's stalled oil projects, Baytex's asset sale, and contrasting oil price outlooks from ConocoPhillips' Ryan Lance and Occidental's Vicki Holub — with a spotlight on natural gas demand from the AI boom.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - The Current State of Critical Minerals in the US Market06:54 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions09:02 - Texas Oil Driller Taps Trump's Team to Save California Crude Project11:15 - Baytex Considers $3B Eagle Ford Asset Sale15:23 - Where's the Glut? Says ConocoPhillips CEO Ryan Lance19:16 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?22:09 - OutroLinks to articles discussed:The Current State of Critical Minerals in the US MarketChina and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. SanctionsTexas Oil Driller Taps Trump's Team to Save California Crude ProjectBaytex Considers $3B Eagle Ford Asset SaleWhere's the Glut? Says ConocoPhillips CEO Ryan LanceOccidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Cyrus Brooks of RBAC and Anne Atkinson Hyre, Executive Director of the Bettering Human Lives Foundation, to tackle the global energy poverty crisis. Over 2 billion people still rely on firewood, charcoal, or dung for cooking, facing severe health risks, environmental damage, and lost economic opportunities. Anne explains how the foundation provides low-interest loans to local LPG entrepreneurs, helping households and schools transition to safer, cleaner, and more efficient cooking fuels. Cyrus discusses how energy access enables entrepreneurship, economic growth, and improved quality of life. Learn how practical, sustainable energy solutions are transforming communities and truly bettering human lives.???? Links / Resources:Bettering Human Lives Foundation:https://betteringhumanlives.orgRBAC: https://rbac.com/Connect with Cyrus on his LinkedIn here:https://www.linkedin.com/in/cyrus-brooks-03274713/Connect with Anne here:https://www.linkedin.com/in/anne-atkinson-hyre-a6b1848/Thank you, Anne and Cyrus, for stopping by the podcast - I had an absolute blast, and this is making a difference in people's lives - StuHighlights of the Podcast 00:00 - Intro1:05 – Cyrus Brooks on RBAC & GasTech Milan4:28 – Anne Hyre on Bettering Human Lives & energy poverty6:16 – LPG impact on African households & jobs9:45 – Economic approach to solving energy poverty10:00 – Foundation's low-interest loans explained13:46 – Scaling LPG businesses in Kenya, Ghana, Zambia15:18 – Goal: 1M households & 1,000 schools by 203017:51 – Loan benefits vs commercial banks18:39 – How to donate & support the foundation21:06 – Success stories & African Energy Chamber model24:25 – Cyrus: energy drives commerce & prosperity25:49 – Environmental impact: deforestation & emissions26:30 – LPG cookstoves improve health, time & environment27:32 – Anne shares personal experience & passion28:20 – Upcoming trips & speaking events28:55 – Closing thoughts from Anne & Cyrus30:19 – Show notes & links

In this episode of Energy Newsbeat Daily Standup, Michael Tanner breaks down contrasting oil market outlooks from ConocoPhillips CEO Ryan Lance, who challenges oversupply fears and projects a $70–$75 rebound, and Occidental CEO Vicki Hollub, who foresees a tighter $58–$62 range through 2026. Hollub also highlights natural gas growth driven by AI-powered data center demand. Saudi Aramco CEO Amin Nasser reinforces this, asserting fossil fuels—not renewables—will fuel the AI revolution. Meanwhile, JPMorgan announces a $10B equity push into U.S. strategic industries, including energy resilience. Tanner sees volatility persisting amid geopolitical tensions and cooling oil prices, closing with a call to stay tuned for earnings season and investment insight.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - Where's the Glut? Says ConocoPhillips CEO Ryan Lance04:15 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?07:22 - Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest?09:54 - JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States' economic security.15:10 - Market Update17:13 - OutroLinks to articles discussed:Where's the Glut? Says ConocoPhillips CEO Ryan LanceOccidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest?JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States' economic security.

Lt. General Mike Flynn stops by the Energy News Beat PodcastIn this episode of Energy Newsbeat – Conversations in Energy, Lt. General Mike Flynn joins Stu Turley to discuss the deep-rooted corruption in U.S. institutions, the need for election integrity reforms, and the national security risks posed by failing energy policy and refinery shutdowns. Flynn highlights key insights from his bestselling book A Pardon of Innocence, calls for a national emergency to ensure fair federal elections, and outlines the global consequences of prolonged conflict in Ukraine.The conversation also touches on fifth-generation warfare, the strategic role of India in geopolitics, and why America needs an urgent energy-first agenda to secure its future. General Flynn even pointed out that Gavin Newsom's left-wing energy polices fit into the fifth-generation warfare mode. This is a huge topic, and we have to be aware of how to combat the energy regulations from the left and green energy wealth transfer.Bottom line, we have to get involved locally.We were running out of time in the interview and had to rush through some huge topics. However, we have more interviews lined up and have been invited to participate in his upcoming Energy Conference in Washington, D.C. I had an absolute blast visiting with General Flynn and am truly honored to have spent some time with him.Highlights of the Podcast 00:00 - Opening Statement: America First Energy & Election Emergency01:03 – Flynn's Book & the Depth of Government Corruption05:40 – Education, The Flynn Film & Institutional Reform09:10 – Election Integrity: The National Emergency Path12:24 – Lawfare Against Conservatives: Disbarment & Lawsuits14:24 – Ukraine Conflict: War Must End, Peace with Putin Possible19:59 – India, BRICS, and the Global Shift in Power23:31 – NATO Tank Gunnery Victory (1987): Military Excellence25:10 – California Refineries & Fifth Generation Warfare30:27 – Energy as National Survival: Summit Needed Now31:38 – Closing Remarks & Flynn's Contact Infohttps://theenergynewsbeat.substack.com/p/the-war-within-flynn-on-energy-elections

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down why China's critical mineral export ban could actually benefit the U.S. by forcing innovation and onshoring of refining capacity. They cover China and Iran's oil-for-infrastructure deal, David Blackman's call for Congress to fix regulatory instability, Phil Mickelson's surprising pro-drilling stance, and Texas driller Sable's appeal to Trump's team to revive a stalled California oil project. The hosts wrap up with Baytex's $3 billion Eagle Ford sale and how Trump's 100 percent tariffs on China are shaking oil markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - The Current State of Critical Minerals in the US Market06:59 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions09:08 - DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects10:40 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling13:12 - Texas Oil Driller Taps Trump's Team to Save California Crude Project18:18 - Market Update19:55 - Rig Count Drops as Oil Prices in Free FallFrac Count Update20:03 - Baytex Considers $3B Eagle Ford Asset Sale26:35 - OutroLinks to articles discussed:The Current State of Critical Minerals in the US MarketChina and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. SanctionsDAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy ProjectsPhil Mickelson says if you want cleaner Beaches, then restart oil drillingTexas Oil Driller Taps Trump's Team to Save California Crude ProjectRig Count Drops as Oil Prices in Free FallBaytex Considers $3B Eagle Ford Asset Sale

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap Michael Tanner and Stuart Turley deliver a high-impact recap starting with the El Segundo Chevron refinery fire in California — potentially caused by an unconfirmed Venezuelan drone strike — highlighting its crucial role in supplying 40% of SoCal's jet fuel and gasoline. They dissect California's declining refinery infrastructure under Governor Newsom's policies and the national security risks involved. The discussion then pivots to skyrocketing AI-driven energy demand (55+ GW by 2030), investment plays in natural gas (Williams, EQT), and Berkshire Hathaway's $10B acquisition of OxyChem. They close by spotlighting U.S. moves to secure tungsten supply from Rwanda, the Ambler Mining District road project, and the need for U.S.-based manufacturing to safeguard critical infrastructure.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike04:06 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 203009:25 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals19:30 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike24:10 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China26:41 - President Trump Approves a 211-Mile Road to Alaska's Ambler Mining Distric31Outro28:54- OutroLinks to articles discussed:Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strikeAI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and ChemicalsOPEC+ Has Come Close to Its Limit, Leaving Prices Open to SpikeThe United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing ChinaPresident Trump Approves a 211-Mile Road to Alaska's Ambler Mining District

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by Kristi Antonick from Americans for Prosperity to discuss Texas's major policy wins—from the passing of SB2 on school choice to the fight for property tax reform. Kristi shares grassroots success stories, like rallying over 1,000 citizens to the state capitol, and highlights the role of community voices in shaping legislation. They dive into the impact of education freedom, rising energy demands from AI and data centers, and the urgent need for grid capacity—making a compelling case for nuclear innovation and local engagement in shaping Texas's prosperous future.Our interview with General Flynn gets released on Tuesday, and he brought up some critical points that Kristi and the Americans for Prosperity have been talking about. That is, we ALL have to get involved at the local level. Get involved by volunteering to count votes, attending school board meetings, and participating in local government. We have let the left control all aspects of our lives for too long. Thank you, Kristi, and we really appreciate all the great things that you are doing over at Americans for Prosperity! - Stu Connect with Kristi on LinkedIn: https://www.linkedin.com/in/kristi-antonick-0375122a1/Check out Americans for Prosperity: https://www.freedomisbigger.com/about/And most importantly - Get involved. Highlights of the Podcast 00:00 - Intro00:28 – What's Going On in Texas?01:22 – Property Tax Reform Push02:00 – Major Win: School Choice (SB2)03:32 – From Valedictorian to Advocacy04:13 – School Choice Isn't Anti-Public School05:23 – Grassroots Engagement & AFP Events06:49 – Energy Roundtable Recap08:04 – Energy Grid Concerns & Data Center Growth09:29 – Nuclear Innovation & DOE Pilot Program10:14 – AI, Energy Policy & Texas Advantage11:09 – AFP's National Focus on Energy12:05 – Can Texas Eliminate Property Taxes?13:00 – The Freedom Unleashed Tour14:14 – A Real Fix is Coming15:47 – How to Get Involved16:12 – From Anger to Action16:42 – Final Thoughts & Thank Youhttps://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down OPEC+'s shrinking spare capacity, warning that oil prices could spike as the group nears its production limits. They discuss Saudi Arabia's aging fields, pressure depletion, and the difficulty of restarting shut-in wells. The segment also covers ExxonMobil's potential return to Iraq's Majnoon oil field, China's plan to build 11 new oil storage sites, and the U.S. receiving its first tungsten shipment from Rwanda—marking a move to bypass China in critical minerals. Finally, they highlight President Trump's approval of a new 211-mile road to Alaska's Ambler Mining District and Shell's $600 million hit from canceling its Rotterdam biofuels project, underscoring the contrast between fossil energy resilience and renewable setbacks.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike04:53 - Exxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil Field06:30 - China to Build 11 New Oil Storage Sites in 2 Years08:41 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China11:13 - President Trump Approves a 211-Mile Road to Alaska's Ambler Mining District16:14 - Markets Update17:52 - Shell's Q3 Profit Soars on Strong Trading and Production18:25 - Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project21:59 - OutroLinks to articles discussed:OPEC+ Has Come Close to Its Limit, Leaving Prices Open to SpikeExxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil FieldChina to Build 11 New Oil Storage Sites in 2 YearsThe United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing ChinaPresident Trump Approves a 211-Mile Road to Alaska's Ambler Mining DistrictShell's Q3 Profit Soars on Strong Trading and ProductionShell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered reports of a possible drone strike and fire at Chevron's El Segundo refinery threatening Southern California's jet-fuel supply, rising gas prices, and broader energy security concerns. It also discussed BlackRock's $6 billion Allete utility acquisition, AI's projected demand for 55 GW of new power capacity, a surge in copper prices from grid and AI growth, and the collapse of the Net Zero Banking Alliance amid political backlash and massive global costs. The team wrapped with insights on Chevron and Oxy asset sales, OPEC's production dynamics, and a preview of an upcoming interview with General Flynn.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:15 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike04:07 - BlackRock's GIP Wins Approval of $6 Billion Allete Deal – How investors look at the deal07:20 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 203012:41 - AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?14:54 - Net-Zero Banking Alliance Folds After Mass Exodus by Members20:52 - Markets Update21:15 - OPEC+: Reuters Leaks on Oil Plans Again – But can they deliver?22:29 - Exclusive: Chevron puts $2 billion Colorado pipeline assets for sale, sources say23:28 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals32:29 - OutroLinks to articles discussed:Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strikeBlackRock's GIP Wins Approval of $6 Billion Allete Deal – How investors look at the dealAI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?Net-Zero Banking Alliance Folds After Mass Exodus by MembersOPEC+: Reuters Leaks on Oil Plans Again – But can they deliver?Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown's limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street's renewed focus on oil and gas after Trump's UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:13 - Dallas Fed Survey Reveals Unrest in America's Shale Patch09:48 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade14:05 - OPEC+ is poised to slip further below oil output target14:05 - Exclusive: OPEC+ plans another oil output hike in November, sources say15:57 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know22:39 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?26:02 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact29:49 - OutroLinks to articles discussed:Dallas Fed Survey Reveals Unrest in America's Shale PatchU.S. Shale Costs to Soar to $95 per Barrel Within a DecadeU.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should KnowGold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions.We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available on the Energy News Beat and Energy Impacts channels as well.Thank you, Josh, for your great industry leadership! - StuHighlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia's Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic InsightsFull Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown's limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street's renewed focus on oil and gas after Trump's UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:13 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know02:43 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?06:08 - Wall Street Rediscovers Oil and Gas after Trump's Trounce on Climate and Green Energy at the UN07:51 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact14:34 - Markets Update16:40 - OutroLinks to articles discussed:U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should KnowGold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?Wall Street Rediscovers Oil and Gas after Trump's Trounce on Climate and Green Energy at the UNBig Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley talks with Mikey Lucas, COO & Partner at MSB Global Services and Matrix Data Center, about the future of AI, data centers, and America's energy dominance.Mikey shares his journey from self-taught entrepreneur to leading a three-gigawatt data center project powering the AI boom. The discussion covers:Why data centers consume power equal to tens of thousands of homesThe two biggest hurdles: financing and grid powerHow microgrids, nuclear, and behind-the-meter solutions can reshape the industryInvestment opportunities with 15–20% returnsStrain from EV adoption and natural gas demandAmerica's aging grid as a national security riskThe urgent need for skilled laborA mix of big-picture strategy and real-world solutions, this episode explores where AI, energy, and investment collide—and why skilled trades may fuel America's next boom.I am looking forward to more podcasts with Mikey as I learned a lot from our discussion, and loved his get-the-job-done attitude. Connect with Mikey on his LinkedIn here:https://www.linkedin.com/in/mikey-lucas/Book an Appointment with Mikey here:https://site.msbglobalservices.com/mikey-consultation-call-30minHighlights of the Podcast 00:00 - Intro00:52 – AI as a Force for Good02:23 – AI, Energy, and U.S. Dominance03:02 – What Are Data Centers?05:30 – Power & Financing: The Big Hurdles08:56 – ERCOT, Texas, and Nuclear Prospects10:33 – Investment Opportunities12:04 – Returns & Infrastructure Funds14:05 – Public Perception & Rising Bills15:08 – The Real Problem: Utilities18:44 – Businesses Must Rethink Energy19:35 – The EV Strain on the Grid21:16 – America's Clean Advantage23:46 – Solving Problems vs. Talking About Them25:07 – How to Connect with Mikey26:01 – Natural Gas Shortages Ahead?28:43 – The Energy Supercycle30:46 – The Skilled Labor Crisis32:37 – Stu's DIY Microgrid34:32 – Hard Truths for the Next Generation35:05 – Closing ThoughtsCheck out the Substack here:https://theenergynewsbeat.substack.com/