Energy News Beat Podcast

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into the oil market's outlook, focusing on Goldman Sachs' bearish predictions for oil prices, forecasting $56 per barrel by next year, despite rising global demand. The conversation touches on supply-side factors, including OPEC's market adjustments and potential geopolitical risks, and explores investment strategies in the oil and gas sector. While Goldman Sachs sees a price dip, the discussion highlights the importance of unconventional to conventional drilling shifts for profitability. The episode also delves into the challenges of nuclear and renewable energy development, emphasizing critical minerals and the impact of political decisions on energy economics.Highlights of the Podcast 00:00 - Intro00:13 - Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs' Bearish Outlook Meets Rising Demand Well economics matters05:39 - DAVID BLACKMON: Trump's ‘Big, Beautiful Bill' Smashes Biden's Signature Climate Law Into Pieces09:30 - President Trump's dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.13:59 - Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals17:14 - Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive20:55 - OutroPlease see the links below or articles that we discuss in the podcast.Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs' Bearish Outlook Meets Rising Demand Well economics mattersDAVID BLACKMON: Trump's ‘Big, Beautiful Bill' Smashes Biden's Signature Climate Law Into PiecesPresident Trump's dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical MineralsSpain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensiveFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Robert Bryce and Doug Sandridge join David Blackmon and Stu Turley to unpack what Trump's bold executive orders mean for nuclear energy in America. From the push to quadruple nuclear capacity by 2050 to lessons from Germany's energy policy reversal, the panel offers sharp analysis on the real potential and challenges of a nuclear resurgence.They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you're an energy pro or just curious about the future of power, this conversation delivers insight, urgency, and a dose of realism.Some of the key issues were around the fact that we have to lower regulations, and we have questions about the nuclear reactors on federal land. Will that help speed things up or slow them down? Can we export our nuclear reactors by possibly utilizing the military? Like the US Merchant Marines? Use them and sell the reactors as a service with Military protection, or even, like the Russians have proven, the Nuclear Reactors on ships and pull them up to a grid connection, like an LNG to Power plant configuration in Vietnam.They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you're an energy pro or just curious about the future of power, this conversation delivers insight, urgency, and a dose of realism.Robert Bryce, thank you for stopping by the Energy News Beat and the Energy Impacts podcast with David Blackmon. Both of your energy leadership skills are needed now more than ever. Douglas C. Sandridge - Thank you for taking the time to be on the podcast, even while traveling in Europe. Your passion for advocating for nuclear energy through your Oil and Gas Executives for Nuclear group is making a difference. https://theenergynewsbeat.substack.com/https://robertbryce.substack.com/https://blackmon.substack.com/https://douglascsandridge.substack.com/If you care about energy, this one's a must-listen.Highlights of the Podcast00:01 – Intro to the Podcast02:40 – Executive Orders on Nuclear Energy04:59 – Unrealistic Nuclear Growth Goals07:55 – Need for Standardization10:55 – Executive Orders vs. Policy12:53 – Defense Production Act17:12 – Merchant Marines & Nuclear Export19:18 – Global Leadership & Costs22:10 – Lessons from Barakah24:00 – Oil & Gas Workforce Transition27:34 – Nuclear Power Ships28:59 – Natural Gas as Bridge Fuel33:28 – Uranium & Reprocessing39:58 – Grid & Transmission Constraints46:46 – Data Centers and Microgrids49:47 – Final Thoughts52:44 – DOE Loan Program Concerns54:03 – Where to Find us

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner expose the true costs of solar energy, citing data from Doug Sheridan that reveals solar is significantly more expensive than natural gas across Europe—except in Spain and Portugal. They highlight the added costs of transmission and infrastructure and question whether energy policy is driven by politics rather than economics. Other stories include the struggling solar market amid economic headwinds, water management issues threatening the Permian Basin's oil output, green corridor projects raising greenwashing concerns, and Texas legislation targeting inactive oil wells with stricter deadlines.Highlights of the Podcast 00:00 - Intro01:19 - Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive05:03 - Has the solar market seen better days? Economic Headwinds Threaten Solar Industry's Bright Future07:28 - The Crude Truth: Water Management Challenges Threaten Permian Basin Oil Production10:16 - World's largest port launches three European green corridor projects – is this just greenwashing at it's finest, or does it have any value?13:02 - Texas oil companies face new deadlines to plug inactive wells18:31 - Markets Updates20:27 - OutroPlease see the links below or articles that we discuss in the podcast.Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensiveHas the solar market seen better days? Economic Headwinds Threaten Solar Industry's Bright FutureThe Crude Truth: Water Management Challenges Threaten Permian Basin Oil ProductionWorld's largest port launches three European green corridor projects – is this just greenwashing at it's finest, or does it have any value?Texas oil companies face new deadlines to plug inactive wellsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down major headlines, including the Trump administration's fast-tracking of a Utah uranium mine as part of a critical minerals push, Egypt's surprising shift to LNG imports despite being a former exporter, and Cheniere's latest Corpus Christi LNG expansion milestone. They dive into oil price trends, reacting to Goldman Sachs' bearish forecast of $52–$56 oil through 2026, and contrast it with ongoing global demand growth. The episode closes with a debate on future energy investments, highlighting the strategic shift from unconventional to conventional drilling as prices stay in the $60 range.Highlights of the Podcast 00:00 - Intro01:20 - Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals04:38 - Second FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy?06:52 - Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion train11:31 - Markets Updates13:34 - Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs' Bearish Outlook Meets Rising Demand Well economics matters19:01 - OutroPlease see the links below or articles that we discuss in the podcast.Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical MineralsSecond FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy?Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion trainWhere Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs' Bearish Outlook Meets Rising Demand Well economics mattersFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner dive into Trump's escalating energy dilemma as potential secondary sanctions on Russia could spike oil prices to $100 — a political win for Democrats but a headache for Trump. They also unpack Technip Energies' Cyprus LNG deal, the decline of Northvolt's battery production in Sweden, and OPEC's strategic output boost that could squeeze U.S. shale. With oil rig and frack counts plummeting, LNG emerging as the long-term bet, and global capital flows shifting, the hosts explore where energy investments should pivot next in this volatile landscape.Highlights of the Podcast 00:00 - Intro01:34 - DAVID BLACKMON: Trump's ‘Big, Beautiful Bill' Smashes Biden's Signature Climate Law Into Pieces05:29 - President Trump's dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.10:15 - Technip Energies bags Cyprus LNG gig – and how does this impact Cyprus's clean energy?12:48 - Northvolt to Wind Down Battery Making in Sweden: A Blow to Europe's Energy Transition16:01 - Markets Update18:04 - Rig Count Update18:10 - Frac Count Update18:49 - OPEC's Latest Report: A Strategic Move to Challenge U.S. Shale Oil Companies?22:14 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: Trump's ‘Big, Beautiful Bill' Smashes Biden's Signature Climate Law Into PiecesPresident Trump's dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.Technip Energies bags Cyprus LNG gig – and how does this impact Cyprus's clean energy?Northvolt to Wind Down Battery Making in Sweden: A Blow to Europe's Energy TransitionOPEC's Latest Report: A Strategic Move to Challenge U.S. Shale Oil Companies?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley discusses key topics with Steve Reese, CEO of Reese Energy Consulting, and Karr Ingham from the Texas Alliance of Energy Producers. They explore the role of Texas in the energy sector, focusing on natural gas and oil production, the state's influence on energy markets, and the challenges posed by legislation and regulation. The conversation highlights the economic significance of oil and gas in Texas, the state's approach to balancing renewable energy, and the global demand for U.S. LNG. The trio also discusses the ongoing legislative session and the future of energy in the U.S., emphasizing the importance of free-market solutions.This was a huge conversation about the Texas oil and gas markets and it's impact on the global energy market. Texas is impacting the world.Natural gas is not a bridge fuel; it is part of the change in molecule demand. Electricity demand is growing, and how it is generated matters. The EIA has stated that the US has continually lowered its emissions, and the largest reduction was closing coal plants and increasing to natural gas.We are seeing this same global trend in shipping and long-haul trucking. Let's save the environment, while being fiscally responsible is a vast topic.Please reach out to Steve Reese on his LinkedIn here:https://www.linkedin.com/in/steve-reese-185a86/Reese Energy Consulting Website: https://reeseenergyconsulting.com/Please reach out to Karr Ingham on his LinkedIn here:https://www.linkedin.com/in/karr-ingham-9b62333a/Check out the Texas Alliance of Energy Producers site here: https://www.texasalliance.org/Follow the Texas Alliance of Energy Producers on LinkedIn here: https://www.linkedin.com/company/texas-alliance-of-energy-producers/posts/?feedView=allThank you, Steve, for your energy, leadership, and sponsoring the Energy News Beat Daily show. - StuKarr, it was an absolute thrill to spend some time with you, and I am really looking forward to our next visit about all of the great things you are doing for Texas and the energy producers. - StuHighlights of the Podcast 00:00 - Intro00:34 - Steve Reese Introduction01:04 - Karr Ingham Introduction02:52 - Texas Legislative Session Impact05:00 - Texas Oil & Gas Economic Impact07:50 - Texas Energy Mix: Gas, Coal, Wind, Solar08:39 - LNG Exports & Economic Impact09:43 - Renewable Energy Failures in Spain/Portugal10:36 - Natural Gas as a Solution16:06 - Need for Natural Gas20:33 - Texas Election Trends27:11 - Texas LNG & Oil Exports32:06 - Permian Basin's Energy Role39:27 - UK's Windfall Tax on Energy Companies42:31 - Future of Texas Energy47:48 - Contact Information of Karr Ingham48:20 - Reese Energy Consulting Website

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner cover significant geopolitical shifts in the global energy market, including the formation of a new trading bloc between the Middle East, India, and Pakistan, alongside Russia and the U.S. They also explore the U.S.'s energy independence challenges, particularly in battery mineral production, and the impact of China's dominance in the global supply chain. The hosts highlight key developments such as Qatar's growing LNG exports, the U.S.'s increasing dependence on foreign investments, and the ongoing struggle to balance fossil fuel and renewable energy investments amid political and economic pressures.Highlights of the Podcast 00:00 - Intro02:22 - Britain's Plan to Retrain Oil and Gas Workers for Clean Energy Jobs04:44 - President Trump's Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE.08:29 - WSJ Goes Fully In The Tank For ‘Clean' Energy11:52 - EOG Goes Abroad, and So Does American Power14:49 - QatarEnergy eyes major LNG trading expansion16:46 - Trump allows Equinor to resume work on wind project off New York21:25 - China dominates global trade of battery minerals – What will it take for the U.S. to get on it's own production supply line?24:42 - OutroPlease see the links below or articles that we discuss in the podcast.Britain's Plan to Retrain Oil and Gas Workers for Clean Energy JobsPresident Trump's Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE.WSJ Goes Fully In The Tank For ‘Clean' EnergyEOG Goes Abroad, and So Does American PowerQatarEnergy eyes major LNG trading expansionTrump allows Equinor to resume work on wind project off New YorkChina dominates global trade of battery minerals – What will it take for the U.S. to get on it's own production supply line?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key global energy developments. They highlight China's dominance in battery mineral trade, India's rising oil imports from Russia, and Japan's increasing LNG demand despite declining coal imports. The hosts also dive into the revival of New York's wind project, which includes a deal for a natural gas pipeline, and the reopening of California's offshore oil platforms after a decade. Lastly, they discuss the broader implications of energy politics, including the impact of renewable energy on fossil fuel production and the risks posed to California's energy security.Highlights of the Podcast 00:00 - Intro01:53 - China dominates global trade of battery minerals – What will it take for the U.S. to get on it's own production supply line?05:12 - ndia's Oil Imports From Russia on Track for 10-Month High07:16 - Japan's April LNG imports climb08:48 - New York Wind Project Revived With Natgas Quid Pro Quo10:37 - California's first of three offshore platforms back in oil production business after 10 years14:31 - Markets Update15:08 - Oil Jumps on Possibility of Israeli Attack on Iran 16:13 - Crude Oil Inventory18:03 - OutroPlease see the links below or articles that we discuss in the podcast.China dominates global trade of battery minerals – What will it take for the U.S. to get on it's own production supply line?India's Oil Imports From Russia on Track for 10-Month HighJapan's April LNG imports climbNew York Wind Project Revived With Natgas Quid Pro QuoCalifornia's first of three offshore platforms back in oil production business after 10 yearsOil Jumps on Possibility of Israeli Attack on IranFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

This is the first in a new series for 2025, in which we will discuss how AI impacts energy throughout the entire supply chain and on to consumers. In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley hosts experts Mark Stansberry and Jon Brewton to discuss the intersection of AI, energy, and business. Mark, a seasoned oil and gas professional, shares his excitement about the potential of AI in the industry, while Jon, the founder of Data Squared, explains how his company is tackling the challenge of connecting disparate data systems. They explore the importance of explainable AI and its application in high-stakes sectors like defense and energy. The discussion also highlights the role of AI in optimizing costs and improving decision-making across industries.Thank you, Mark and Jon, for stopping by the podcast! This was an important episode, and it will be a great start for the series. Please follow Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/And Data2 websitehttps://data2.ai/Check out everything about Mark Stansberry here: https://www.linkedin.com/in/mark-a-stansberry-67407511/And his website:https://www.markstansberry.com/Highlights of the Podcast 00:00 - Intro00:44 - Guest Introduction: Mark Stansberry01:03 - Guest Introduction: John Brewton01:21 - Mark's Role as Advisor02:40 - John's Company, Data Squared06:00 - Solving Industry Problems with AI08:43 - Business Application: Connecting Disparate Data Systems14:07 - Example of Solving Data Challenges18:32 - Value Chain Optimization21:08 - AI in Engineering and Strategic Planning25:03 - Overcoming the Challenge of Hallucinations in AI32:00 - The Role of AI in Federal Government and Energy33:03 - Collaboration with Louisiana State University35:50 - The Future of AI and Energy39:01 - Closing Remarks#ai

David Ramsden-Wood stops by the Energy Impact and the Energy News Beat Podcast to talk about the Trump Middle East Tour, EOG, and his Hot Take of the Day.DRW wrote on his Substack, "EOG Goes Abroad, and So Does American Power." It is a great article that raises some huge issues in the oil and gas markets.This is a must-watch episode for anyone who wants to understand the real future of American energy and why it's being shaped overseas.Highlights of the Podcast00:01 – Introduction01:21 – The Trump Doctrine & Energy Strategy05:16 – EOG's 900,000-Acre Concession in UAE07:37 – Energy as an Export Service09:10 – Global Energy Demand: Asia Rising11:35 – Natural Gas & Policy Quid Pro Quo13:59 – Policy Failures in Green Energy States17:21 – Are We at Peak U.S. Oil?23:34 – EOG's Move: Independence or Buyout Prep?27:18 – Geopolitics, Israel, and the Energy Landscape29:09 – Gas vs. Oil: The Future Molecule31:21 – Politics and Policy Under Biden38:27 – Canadian Politics & U.S. Strategy40:00 – Gavin Newsom and Political Opportunism41:36 – Can Trump End Climate Subsidies?44:02 – Censorship, Free Speech, and Elon Musk47:20 – Tesla, Consumer Choice & Auto Industry Shifts49:01 – Political Aspirations & Civic Engagement51:42 – Social Security & Fiscal Imbalance54:14 – 2025 Tax Cuts & Electoral Consequences56:36 – Closing Thoughts on Energy, Policy & Optimism58:09 – Contacts

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key energy developments. Saudi Arabia plans to increase its summer crude burn for power generation, while QatarEnergy targets a major LNG trading expansion by 2030. Petrobras signs a $1.5B contract with Subsea 7 for the Búzios 11 project in Brazil, and Trump allows Equinor to resume work on a wind project off New York. The hosts also touch on global oil market shifts, including price changes, geopolitical tensions, and a potential nuclear deal with Iran.Highlights of the Podcast 00:00 - Intro01:44 - Saudi Arabia poised to increase summer crude burn for power3:49 - QatarEnergy eyes major LNG trading expansion05:50 - Petrobras pens EPCI deal with Subsea 7 worth nearly $1.5bn08:38 - Trump allows Equinor to resume work on wind project off New York15:27 - Markets Update18:16 - OutroPlease see the links below or articles that we discuss in the podcast.Saudi Arabia poised to increase summer crude burn for powerQatarEnergy eyes major LNG trading expansionPetrobras pens EPCI deal with Subsea 7 worth nearly $1.5bnTrump allows Equinor to resume work on wind project off New YorkFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers a range of critical energy topics. He discusses how Republicans were drawn into a deal that keeps the IRA subsidies in place and the need for urgent reforms. Stuart also critiques the Wall Street Journal's shift towards promoting clean energy, highlighting the financial and political motives behind it. Additionally, he explores EOG's international expansion, the revision of historical oil demand data by the IEA, and the paradox of rising U.S. hydropower generation amid the removal of dams. Finally, Stuart calls out the management failures in California's water and energy policies.Highlights of the Podcast 00:00 - Intro02:51 - How Republicans got roped into a deal that keeps the IRA—and why there's still time to fix it05:47 - WSJ Goes Fully In The Tank For ‘Clean' Energy09:11 - EOG Goes Abroad, and So Does American Power13:01 - IEA revised historical oil demand data, can we trust the numbers? Is this price manipulation?15:11 - U.S. hydropower generation expected to rise by 7% in 2025 following last year's record low – Then why are so many dams being removed?16:52 - OutroPlease see the links below or articles that we discuss in the podcast.How Republicans got roped into a deal that keeps the IRA—and why there's still time to fix itWSJ Goes Fully In The Tank For ‘Clean' EnergyEOG Goes Abroad, and So Does American PowerIEA revised historical oil demand data, can we trust the numbers? Is this price manipulation?U.S. hydropower generation expected to rise by 7% in 2025 following last year's record low – Then why are so many dams being removed?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss the challenges and implications of the UK's energy transition, including the retraining of oil and gas workers for clean energy jobs, the risks of overreliance on renewable energy, and the rising costs of the Net Zero crusade. They also cover President Trump's Gulf tour and significant energy agreements with Saudi Arabia, Qatar, and the UAE, and the ongoing debate over the future of the Green New Deal. The hosts highlight the changing dynamics in the energy market, including the impact of the Trans Mountain pipeline on Canadian oil exports and a slowdown in U.S. oil and gas drilling.Highlights of the Podcast 00:00 - Intro02:03 - Britain's Plan to Retrain Oil and Gas Workers for Clean Energy Jobs04:37 - The UK's Green Energy Transition Faces Critical Slowdown Amid Growing Concerns06:49 - Net Zero crusade by Ed Miliban is adding billions to their broken system.08:34 - President Trump's Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE.12:28 - Republicans have one last chance to kill the “Green New Scam” subsidies forever14:07 - The Trans Mountain oil pipeline in Canada has changed the export market for Canadian crude17:40 Markets Update19:34 - Rig Count Update19:41 - Frac Count Update19:52 - U.S. Oil and Gas Drillers Backing Off or Slowing Down23:53 - OutroPlease see the links below or articles that we discuss in the podcast.Britain's Plan to Retrain Oil and Gas Workers for Clean Energy JobsThe UK's Green Energy Transition Faces Critical Slowdown Amid Growing ConcernsNet Zero crusade by Ed Miliban is adding billions to their broken system.President Trump's Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE.Republicans have one last chance to kill the “Green New Scam” subsidies foreverThe Trans Mountain oil pipeline in Canada has changed the export market for Canadian crudeU.S. Oil and Gas Drillers Backing Off or Slowing DownFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner cover urgent U.S. energy grid concerns, including PJM's warning of summer blackouts due to fossil fuel plant retirements and surging demand. They critique California's refinery shutdowns, which could drive gas prices to $9, and discuss Saudi Arabia's budget strain with Brent crude below breakeven levels. The episode also examines Equinor's potential exit from a New York wind project, Shell's rumored acquisition of BP, Russia's massive shipbuilding expansion, and new U.S. sanctions targeting Iran's oil trade with China.Highlights of the Podcast 00:00 - Intro01:38 - U.S. Largest Grid Operator is warning of Summer Power Shortages05:51 - Newsom's War On Oil Could Send California Gas Prices To $9, Analyst Warns09:44 - Saudi Arabia Spends Like Oil's Still at $9011:58 - Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators14:56 - Is Shell Sizing Up Oil's Biggest Power Grab Yet?17:49 - Equinor could axe wind project off New York within days21:26 - Russia readies billions for domestic fleet buildout23:51 - Washington issues further sanctions aimed at Iran's trade with China25:39 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. Largest Grid Operator is warning of Summer Power ShortagesNewsom's War On Oil Could Send California Gas Prices To $9, Analyst WarnsSaudi Arabia Spends Like Oil's Still at $90Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power GeneratorsIs Shell Sizing Up Oil's Biggest Power Grab Yet?Equinor could axe wind project off New York within daysRussia readies billions for domestic fleet buildoutWashington issues further sanctions aimed at Iran's trade with ChinaFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley interviews Kent Williamson, author of American Heat Engine, Hydrocarbons and the Power of the United States. They discuss the vital role of hydrocarbons in American history, touching on topics such as the impact of coal, oil, and natural gas, and how the U.S. has utilized private mineral rights to become a leading energy producer. Kent also highlights energy security issues, particularly in California, and the global importance of LPG in providing energy solutions to underserved populations. The conversation explores energy's complex role in shaping geopolitics and the economy, with Kent stressing the need for a better understanding of the energy industry.We are in an energy revolution. Energy consumers are waking up to the fact that high energy prices come from "Green Energy Policies" that impact and hurt the environment and economy more than they provide electricity. Kent's book tells us how we got here and has some great insights as a guide for where we need to go.I look forward to more conversations with Kent as we move into the next energy era.You can get the book here: https://a.co/d/fzFJ86VFollow Kent on his LinedIn Here: https://www.linkedin.com/in/kent-j-williamson-830bb617/Highlights of the Podcast 00:00 - Intro01:04 - Kent's Career and Energy Industry Insights04:09 - History of Energy in America05:07 - Book Launch and Pricing08:25 - Energy Security and Coal's Role12:23 - Energy's Humanitarian Impact16:34 - Energy Production and National Security20:36 - California's Energy Crisis22:47 - Strategic Hydrocarbon Bridges31:06 - Energy Exports and the Gulf Coast35:02 - Future Plans and Book Editions39:14 - LPG and Global Energy Solutions40:13 - Conclusion and Future Talks

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy developments, including Woodside's $17.5 billion LNG project in Louisiana, with Saudi Aramco joining in 2029, boosting U.S. trade. They also cover EU sanctions on Russian ships and U.S. efforts to target Iran's oil trade with China. The hosts highlight peak coal discussions at the Geneva conference, the global shift toward LNG, and Venture Global's upcoming 20-year LNG contracts. The episode concludes with market updates on oil and gas prices, OPEC's forecast adjustments, and insights from industry analysts.Highlights of the Podcast 00:00 - Intro02:12 - Aramco plans to join Woodside's Louisiana LNG project03:53 - EU sanctions target nearly 200 Russia-linked ships05:50 - Washington issues further sanctions aimed at Iran's trade with China07:39 - Peak coal and energy security dominate discussion at Geneva conference09:41 - CEO: Venture Global to sign multiple 20-year LNG contracts in coming quarters13:38 - Markets Update14:29 - EIA Crude Oil Inventory Report15:38 - OutroPlease see the links below or articles that we discuss in the podcast.Aramco plans to join Woodside's Louisiana LNG projectEU sanctions target nearly 200 Russia-linked shipsWashington issues further sanctions aimed at Iran's trade with ChinaPeak coal and energy security dominate discussion at Geneva conferenceCEO: Venture Global to sign multiple 20-year LNG contracts in coming quartersFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down Equinor's potential cancellation of its $2.5 billion Empire Wind project off Long Island due to halted federal support, rising electricity costs, and lost tax credits. They also cover Ukraine's first bio-LNG export to the EU, Sempra's LNG pre-commissioning in Mexico, and Russia's multi-billion-dollar domestic fleet expansion aimed at Arctic shipping dominance. The duo wraps with market updates, falling oil service earnings, and insights into tariffs, LNG, and U.S.–Saudi energy ties.Highlights of the Podcast 00:00 - Intro02:07 - Ukraine's MHP delivers first bio-LNG supplies to EU03:55 - Equinor could axe wind project off New York within days07:35 - Sempra's ECA LNG export project starts pre-commissioning activities09:26 -Russia readies billions for domestic fleet buildout14:19 - Markets Update17:07 - Halliburton, Schlumberger Brace for the Next Oil Slump19:40 - OutroPlease see the links below or articles that we discuss in the podcast.Ukraine's MHP delivers first bio-LNG supplies to EUEquinor could axe wind project off New York within daysSempra's ECA LNG export project starts pre-commissioning activitiesRussia readies billions for domestic fleet buildoutHalliburton, Schlumberger Brace for the Next Oil SlumpFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss the ongoing fiscal challenges Saudi Arabia faces as oil prices stay below the required levels to balance its budget, and the U.S. government's efforts to refill the Strategic Petroleum Reserve (SPR) with a proposed $1.3 billion investment. The duo also touches on Texas' grid issues and high electricity rates caused by wind and solar costs, the potential for UK blackouts, and speculation around Shell's possible acquisition of BP amidst weak earnings. Finally, they discuss the broader energy market outlook, with a focus on oil price fluctuations and geopolitical impacts.Highlights of the Podcast 00:00 - Intro01:52 - Saudi Arabia Spends Like Oil's Still at $9004:10 - Republicans Push to Refill the Strategic Petroleum Reserve With $1.3 Billion07:42 - Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators10:42 - Can the UK avoid the Spain Blackouts? Or are they doomed?5:44 - Markets Update18:54 - Is Shell Sizing Up Oil's Biggest Power Grab Yet?22:14 - OutroPlease see the links below or articles that we discuss in the podcast.Saudi Arabia Spends Like Oil's Still at $90Republicans Push to Refill the Strategic Petroleum Reserve With $1.3 BillionTexas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power GeneratorsCan the UK avoid the Spain Blackouts? Or are they doomed? Is Shell Sizing Up Oil's Biggest Power Grab Yet?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy Dashboard ENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers several major topics impacting the energy sector, including warnings of potential summer power outages in the U.S. due to a strained grid, driven by retiring fossil fuel plants and slower renewable growth. He also discusses the looming rise in California gas prices, which could reach $9 due to refinery closures, and the economic impact of Governor Newsom's oil policies. Additionally, Tanner highlights Saudi Aramco's profit drop due to weak oil prices and an M&A deal where Whitehawk Minerals acquires Phoenix Minerals, signaling a bullish stance on natural gas.Highlights of the Podcast 00:00 - Intro01:32 - U.S. Largest Grid Operator is warning of Summer Power Shortages05:45 - Newsom's War On Oil Could Send California Gas Prices To $9, Analyst Warns12:16 - Markets Update14:23 - Rig Count Update14:34 - U.S. Frac Spread Count14:43 - Aramco Profit Drops With Weak Oil and how will this impact OPEC?16:45 - WhiteHawk to Acquire PHX Minerals Inc. for $4.35 per Share19:12 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. Largest Grid Operator is warning of Summer Power ShortagesNewsom's War On Oil Could Send California Gas Prices To $9, Analyst WarnsAramco Profit Drops With Weak Oil and how will this impact OPEC?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discuss latest energy market developments, OPEC+ has increased oil production by 411,000 barrels to punish over-producers like Iraq and Kazakhstan, potentially driving oil prices down. Meanwhile, Saudi Arabia raised its prices to Asian markets, despite increasing output, aiming to maintain its market dominance in the face of competition from Russia and other producers. This move may be a strategy to secure long-term contracts with Asian refiners, highlighting the complexity of balancing supply and demand while positioning for future growth.Highlights of the Podcast 00:00 - Intro02:05 - Why Spain's Rooftop Solar Owners Weren't Spared From the Blackout04:53 - Why is Grid Inertia Important?07:37 - Saudis Warn of More Supply Unless OPEC+ Cheats Fall in Line15:31 - Dropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump Says18:23 - What is the future for U.S. crude oil? Have we hit peak production?21:17 - US Cut Forecast for Oil Output Just Before Crude's Latest Plunge23:48 - 18 US states suing Trump over shutdown of wind projects25:50 - Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas?28:44 - OutroPlease see the links below or articles that we discuss in the podcast.Why Spain's Rooftop Solar Owners Weren't Spared From the BlackoutWhy is Grid Inertia Important?Saudis Warn of More Supply Unless OPEC+ Cheats Fall in LineDropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump SaysWhat is the future for U.S. crude oil? Have we hit peak production?US Cut Forecast for Oil Output Just Before Crude's Latest Plunge18 US states suing Trump over shutdown of wind projectsWhy did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley, Mike Umbro, and Ronald Stein discuss the energy crisis in California, highlighting the state's over-reliance on foreign oil and its impact on national security. They explore the challenges of refining capacity, the state's environmental policies, and the need for a shift from stringent regulations to practical solutions like expanding domestic oil production. The conversation underscores the importance of securing permits for critical energy infrastructure, with a call for action to address California's looming energy shortages and their consequences for the U.S. economy.Thank you Ronald and Mike for stopping by the podcast, and I loved our conversation! Stu "I don't need hugs, I need drilling permits" - Mike Umbro - I loved this quote. "California is now a national security risk." Ronald Stein - This is a serious problem for the Trump administration, as Gavin Newsom seems bent on destroying California's energy and finances. Ronald Stein on America Outloud News: https://www.americaoutloud.news/author/ronald-stein-p-e/Ronald Stein on LinkedIn here: https://www.linkedin.com/in/ronaldstein/Mike Umbro on LinkedIn here: https://www.linkedin.com/in/mikeumbro/Please check out Mike Umbro on X Here. https://x.com/MikeUmbroHighlights of the Podcast 00:00 - Intro01:51 - California's Energy Crisis03:22 - California's Oil Import Challenges04:47 - California's Regulatory Challenges05:21 - California's Energy Security Risk07:15 - The Future of Electric Vehicles (EVs) in California09:07 - The Hydrogen and Natural Gas Solution11:00 - Potential Solutions for California's Energy Issues12:35 - The Importance of Permits13:05 - California's Dependency on Foreign Oil14:16 - The Dark Fleet and Environmental Concerns15:01 - Unethical Practices in the Green Movement17:16 - Working with the Next Generation19:45 - California's Energy Future and Policy Change22:20 - Returning to California's Energy Independence25:01 - Offshore Drilling and Environmental Risks29:58 - The Impacts of California's Energy Policies on National Elections32:07 - Final Thoughts

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner discusses key energy topics, including Saudi Arabia's decision to raise prices for Asian markets while increasing OPEC+ production quotas, reflecting a strategy to maintain market dominance. He also covers the Senate's recent vote to overturn Biden-era appliance regulations, emphasizing market-driven demand for energy-efficient products. Tanner further delves into the decline in U.S. oil production, citing Diamondback CEO's concerns about peak shale production, rising costs due to tariffs, and geological challenges. Finally, he provides a quick update on oil prices and market trends.Highlights of the Podcast 00:00 - Intro01:48 - Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas?04:42 - Senate Votes To Overturn Stringent Biden-Era Appliance Rules, Sending Bills To Trump09:20 - Markets Update10:54 - Peak Shale May Be Here Says Diamondback CEO13:15 - OutroPlease see the links below or articles that we discuss in the podcast.Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas?Senate Votes To Overturn Stringent Biden-Era Appliance Rules, Sending Bills To TrumpPeak Shale May Be Here Says Diamondback CEOFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.This podcast is also going out on David Blackmon's Substack and podcast channels, and he had some fantastic points and questions for Doomberg.Thank you both for your energy, leadership, and your time – StuCheck out Doomberg on his Substack at https://newsletter.doomberg.com/Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-marketsHighlights of the Podcast00:00 – Introduction03:00 – California's Refining Crisis08:30 – California Politics & Oil13:20 – Trump's Energy Team17:40 – OPEC's Decline & Co-Product Economics23:00 – Oil Price Volatility & Strategy26:30 – NGLs & Changing Energy Definitions33:00 – Permian, Consolidation & Costs36:00 – Breakevens and Co-Product Economics39:00 – LNG, Natural Gas, and Arbitrage45:00 – LNG Tankers, Jones Act, and Energy Exports49:00 – $50 Oil as Geopolitical Strategy53:00 – Russia, NATO & War Risks57:00 – Canada, Trump, and Final Thoughts 

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley and Ronald Stein discuss California's energy crisis, focusing on the state's declining oil production and refining capacity. They highlight how California's reliance on imported oil has grown to over 60%, creating a national security risk. Stein criticizes Governor Newsom's push to phase out fossil fuels without addressing the ongoing demand, and they explore how this policy impacts the state's energy future. They also touch on global shifts in energy production, including China's growing refinery capacity and the complexities of California's regulatory environment.Ronald is a great friend to the Energy News Beat podcast and a great resource. Please follow his energy discussions here: https://www.americaoutloud.news/author/ronald-stein-p-e/"California is a national security risk" is a fantastic point that Ronald made, and it prompted us to record a follow-up with Mike Umbro, which is coming out of production in a few days. Having Mike Umbro and Ronald on the same podcast for a discussion on California energy is great! Highlights of the Podcast 00:00 - Intro01:21 - Decline of California's refining capacity02:33 - California's energy security risks03:24 - Rising dependence on imported oil04:36 - China's role in refinery development05:28 - Challenges with California's fuel blend06:00 - Impact of tariffs on energy07:04 - Challenges of U.S. energy manufacturing07:17 - Importance of energy supply-demand balance09:06 - National security implications of California's energy issues10:36 - Politics of Governor Newsom's energy policies12:50 - Addressing the supply-demand imbalance13:23 - The importance of oil in essential industries16:14 - Wind and solar limitations as energy solutions17:25 - Ronald Stein's article on refinery closures18:16 - Energy policy and supply-demand discussions19:02 - Fossil fuels' irreplaceable role in society21:04 - The role of natural gas and nuclear in California23:11 - Closing remarks and future discussionsLike this comment

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy market developments, including Saudi Arabia's budget deficit and its $90 oil requirement, the U.S. cutting its oil output forecast amid falling prices, and concerns about "peak shale" as Diamondback Energy reduces its production forecast. He also covers the ongoing legal battles involving 18 U.S. states suing President Trump over wind project shutdowns, as well as Marathon Petroleum's Q1 earnings decline due to weak refining margins. Additionally, Turley touches on the oil price bounce-back following recent OPEC decisions and upcoming interviews with energy experts.Highlights of the Podcast 00:00 - Intro01:46 - Saudi Arabia's Budget Deficit Surged Before the Oil Price Crash03:37 - US Cut Forecast for Oil Output Just Before Crude's Latest Plunge06:10 - Peak Shale May Be Here Says Diamondback CEO08:38 - 18 US states suing Trump over shutdown of wind projects10:40 - Marathon Petroleum Q1 down on earnings due to weak refining margins11:42 - Oil Prices Bounce Back From OPEC+ Bombshell12:54 - OutroPlease see the links below or articles that we discuss in the podcast.Saudi Arabia's Budget Deficit Surged Before the Oil Price CrashUS Cut Forecast for Oil Output Just Before Crude's Latest PlungePeak Shale May Be Here Says Diamondback CEO18 US states suing Trump over shutdown of wind projects Marathon Petroleum Q1 down on earnings due to weak refining marginsOil Prices Bounce Back From OPEC+ BombshellFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

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

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy topics, including President Trump's views on the impact of falling oil prices on the Ukraine conflict, Saudi Arabia's long-term oil strategy, the future of U.S. crude oil production, and Sunoco's $9 billion acquisition of Parkland. Turley emphasizes Russia's shift to Asian markets and critiques U.S. oil production forecasts, while highlighting significant industry developments such as LNG power plant projects and strategic acquisitions in the energy sector. The episode features insights from industry experts and analysis of the geopolitical and economic implications of these trends.Highlights of the Podcast 00:00 - Intro01:40 - Dropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump Says04:54 - Saudi Arabia's New Oil Play – Embracing the Glut to Win the Long Game07:00 - KN awards contract for Klaipeda FSRU electrification project09:27 - What is the future for U.S. crude oil? Have we hit peak production?12:36 - Sunoco's $9 Billion Acquisition of Parkland14:19 - OutroPlease see the links below or articles that we discuss in the podcast.Dropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump SaysSaudi Arabia's New Oil Play – Embracing the Glut to Win the Long GameKN awards contract for Klaipeda FSRU electrification projectWhat is the future for U.S. crude oil? Have we hit peak production?Sunoco's $9 Billion Acquisition of ParklandFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In Energy News Beat – Conversation in Energy, Stuart Turley features an interview with Mike McConnell, Director of the Robert M. Zinke Energy Management Program at OU. McConnell discusses the program's rich history, its evolution from petroleum land management to a broader energy curriculum, and the importance of preparing students for diverse roles in the energy sector, including oil, gas, renewables, and electricity. He emphasizes the need for an "and, not or" approach to energy, combining traditional fossil fuels with emerging technologies. The discussion also highlights the program's strong industry connections, high job placement rates, and financial support for students, ensuring their success in a rapidly changing energy landscape.Thank you, Mike, for your leadership at OU! Our future in energy is bright thanks to the University of Oklahoma's Energy program.Check out the OU Energy Program here:I had an absolute blast and look forward to more visits. -StuHighlights of the Podcast00:00 - Intro00:47 - OU's Energy Management Program History01:57 - Mike McConnell's Background & Journey03:35 - Energy Management Program & Industry Impact05:57 - Chris Wright's Book & Energy Poverty08:11 - Molecules to Electrons: Energy Transition10:12 - The Role of Nuclear Energy13:28 - Midstream & Pipeline Careers15:30 - LNG Growth & Geopolitical Implications18:12 - Student Spotlight: Piper Lawlier20:53 - Energy's Role in the U.S. Economy23:37 - OU's Move to the SEC28:39 - Junior Students Panel Discussion33:43 - Key Lessons from OU's Energy Courses35:09 - Who Does Energy Best?37:29 - Career Aspirations & The Future of Energy39:14 - Land Management & Renewable Contracts41:03 - OU Football, SEC, and Bedlam Rivalry43:40 - Closing Remarks & Mike McConnell's Message

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy topics, including Spain's rooftop solar issues during blackouts, the U.S. House's vote to overturn California's EV mandate, and the importance of grid inertia for stability. They also delve into Hawaii's reliance on petroleum and the Jones Act's impact on LNG shipments, before covering major oil company Q1 results, including Exxon, Chevron, Shell, and BP. The hosts reflect on global energy challenges, the shifting dynamics of U.S. oil companies, and the implications of Europe's net-zero policies.Highlights of the Podcast 00:00 - Intro02:28 - Why Spain's Rooftop Solar Owners Weren't Spared From the Blackout05:19 - House Votes To Overturn Biden-Era Rule Letting California Impose EV Mandate07:55 - Why is Grid Inertia Important?10:40 - Hawaii Backs Natural Gas To Cut Emissions, Then Sues Oil Companies Anyway16:27 - Markets Update18:15 - Saudis Warn of More Supply Unless OPEC+ Cheats Fall in Line26:34 - Ranking the Major Oil Company Q1 Results33:21 - OutroPlease see the links below or articles that we discuss in the podcast.Why Spain's Rooftop Solar Owners Weren't Spared From the BlackoutHouse Votes To Overturn Biden-Era Rule Letting California Impose EV MandateHawaii Backs Natural Gas To Cut Emissions, Then Sues Oil Companies AnywayWhy is Grid Inertia Important?Saudis Warn of More Supply Unless OPEC+ Cheats Fall in LineRanking the Major Oil Company Q1 ResultsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discussed several critical issues, including the importance of refining critical minerals and potential energy collaborations between Russia and the U.S. They highlighted concerns over the EU's green energy policies and their dependence on China, arguing that the Green New Deal could lead to deindustrialization. They also covered the growing influence of U.S. LNG exports, which are poised to become the largest export product, and stressed the need for U.S. shipbuilding reforms to improve energy trade efficiency. Additionally, they touched on the recent energy crisis in Spain and Portugal caused by a massive blackout, possibly linked to a cyberattack, revealing vulnerabilities in renewable energy systems.Highlights of the Podcast 00:00 - Intro01:35 - UK Looks To Woo Investors Impacted by Trump Tariffs03:53 - US Eyes Post-War Joint Business With Russia in Energy, Metals09:08 - EQT Buys Private Marcellus E&P Olympus Energy for $1.8B11:28 - Spain and Portugal Hit by Widespread Blackout17:06 - California's New Oil Drilling Permits Drop From Thousands to Dozens per Year19:17 - EU's Green Dream Ignores U.S. Warnings And Falls Into China's Geopolitical Grip23:02 - U.S. LNG will be the United States' largest export product – Secretary Chris Wright26:02 - OutroPlease see the links below or articles that we discuss in the podcast.UK Looks To Woo Investors Impacted by Trump TariffsUS Eyes Post-War Joint Business With Russia in Energy, MetalsEQT Buys Private Marcellus E&P Olympus Energy for $1.8BSpain and Portugal Hit by Widespread BlackoutCalifornia's New Oil Drilling Permits Drop From Thousands to Dozens per YearEU's Green Dream Ignores U.S. Warnings And Falls Into China's Geopolitical GripU.S. LNG will be the United States' largest export product – Secretary Chris WrightFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley welcomes back author Terry Etam to discuss U.S.-Canada trade tensions, the impact of tariffs, Canada's energy potential, critical mineral strategies, and the future of oil, gas, and nuclear energy. They tackle political challenges, the dangers of rail transport for oil, and the urgent need for stronger U.S.-Canada energy collaboration amid global volatility.Terry is a great friend of the podcast, and I thoroughly enjoy every chance I get to talk with one of my favorite Canadians.Please follow him on X here: @TerryEtamAnd check out his book here: https://a.co/d/9gHRkAa Highlights of the Podcast 00:00 - Intro01:08 - U.S.-Canada Trade and Tariffs02:16 - Canada's Missed Energy Independence04:05 - Tariffs, Trade Problems, and Global Reset04:57 - LNG Export Ban Controversy05:10 - Leadership Failures in Canada07:49 - Fentanyl Crisis and Border Issues08:24 - Importance of Canadian Oil Sands09:38 - California's Oil Hypocrisy10:41 - Integration of U.S. and Canadian Energy11:45 - War in Ukraine and Global Costs12:48 - Canada's Critical Mineral Opportunity14:43 - Canada's Weak Military Reality15:11 - U.S.-Canada Energy Partnership Needed16:58 - Green Hydrogen vs. Reality19:22 - Oil, Gas, and Support for Nuclear20:58 - Keystone Pipeline Shutdown Fallout22:05 - Dangers of Rail Transport for Oil23:01 - Closing: How to Connect with Terry Etam

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews Wasif Latif, president of Sarmaya Partners, to discuss the global impact of President Trump's tariffs, the return to tangible assets like commodities, and the challenges and opportunities in reindustrializing the U.S. economy. They explore historical parallels to the 1970s, the role of energy, gold, and copper in today's markets, and why long-term investing in tangible assets is critical amid rising inflation and supply chain shifts. Wasif also shares insights on navigating today's volatile markets and where future growth lies.Thank you, Wasif, for your time and leadership in the investment markets. I had an absolute blast. - StuCheck out Sarmaya Partners' website here: https://sarmayapartners.com/Please follow Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/ Highlights of the Podcast 00:00 - Intro01:18 - Decades of Deindustrialization and Tariff Challenges02:14 - Historical Lessons from the 1970s Inflation05:32 - Reindustrialization: America's Shipbuilding Challenge06:26 - The Return to Tangibles and Commodities Supercycle08:35 - Energy, Gold, and Reindustrialization Themes10:00 - Coal and Global Role and Energy Usage Trends12:00 - Strengthening the U.S. Balance Sheet with Tangibles14:29 - Bitcoin and Role in the Financial Mix16:20 - Stock Market Volatility and Investment Strategies20:19 - Supply Chain Shifts and Trade War Implications23:38 - EU Military Retooling and India and Energy Growth24:59 - Long-Term Oil Demand and Commodity Markets Outlook26:48 - Market Patience vs. Panic: Investment Mindsets28:04 - Where to Find Wasif Latif and Samaria ETF Information28:34 - Closing Remarks and AppreciationFor the full article, check out https://theenergynewsbeat.substack.com/

Robert Bryce stops by the Energy News Beat and The Energy Question podcasts to discuss the energy crisis, blackouts, and their causes in Spain. This is a huge warning sign for the grid operators and hopefully a wake-up call. Join Robert, David Blackmon, and Stu Turley as we discuss the financial causes and impacts of this historic blackout.Highlights of the Podcast00:01 – Introductions01:36 – Cause of Spain's Blackout03:16 – Media Spin & Denial05:27 – Pre-Warnings Ignored08:31 – Comparison to Texas Blackouts10:32 – Grid Stability Concerns in the US12:37 – Microgrids and Energy Inequality15:02 – Media Coverage Shifts19:22 – Cybersecurity & Grid Hardware22:00 – Transformer Shortage25:13 – US Energy Policy & Nuclear Hope28:16 – Global Nuclear Trends30:04 – Germany's Ideological Influence32:50 – California as a National Risk39:54 – Oil Demand Reality41:02 – Nuclear as Only Viable Zero-Carbon Path42:29 – Manufacturing & LNG Fleet Gaps45:22 – Nuclear Bipartisanship Required48:40 – Floating Nuclear as Export Model53:06 – SMRs: Sizzle vs. Stake56:27 – Closing Remarks

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses a range of key energy topics, including the U.S. LNG industry's growth as a leading export, with Secretary Chris Wright highlighting its future dominance. He touches on U.S. oil companies reducing interest expenses while focusing on fiscal responsibility, Japan's MOL expanding its LNG fleet, and India's HPCL and ADNOC securing an LNG supply deal. Turley also emphasizes the importance of BP's partnership with Woodside for Louisiana LNG and the need for increased shipbuilding to support U.S. LNG exports. Additionally, he raises concerns about energy challenges in California, drawing comparisons to European grid issues.Highlights of the Podcast 00:00 - Intro 01:46 - U.S. LNG will be the United States' largest export product – Secretary Chris Wright04:47 - U.S. oil companies spent less on interest over the last decade despite higher rates07:27 - MOL's LNG fleet continues to expand09:50 - India's HPCL, Adnoc ink LNG supply deal12:42 - BP to supply feed gas to Woodside's Louisiana LNG15:24 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. LNG will be the United States' largest export product – Secretary Chris WrightU.S. oil companies spent less on interest over the last decade despite higher ratesMOL's LNG fleet continues to expandIndia's HPCL, Adnoc ink LNG supply dealBP to supply feed gas to Woodside's Louisiana LNGFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses a range of energy-related topics, including the Dutch government's decision to scale back offshore wind projects to protect fisheries, the EU's reliance on Chinese green energy technology, and the implications for global power dynamics. He also covers Saipem's $590 million deal for the UK's carbon capture project, the growing pushback against Biden's green agenda by Republicans, and the mounting climate lawsuits targeting oil companies. Additionally, Turley delves into the recent blackouts in Spain and Portugal, attributed to overreliance on solar power, highlighting the dangers of neglecting the stability of energy grids.Highlights of the Podcast 00:00 - Intro 02:48 - Dutch government scales back offshore wind to preserve fisheries04:33 - EU's Green Dream Ignores U.S. Warnings And Falls Into China's Geopolitical Grip08:19 - Saipem wins $590m deal for work on Eni's UK CCS project10:05 - Republicans Are Scrapping Biden's Green Agenda To Cut Energy And Consumer Costs12:46 - Study Blames Oil Companies For Trillions In Damages To Bolster Climate Lawsuits13:51 - Solar Power's Overreliance Likely Culprit In Spain And Portugal Blackouts16:45 - OutroPlease see the links below or articles that we discuss in the podcast.Dutch government scales back offshore wind to preserve fisheriesEU's Green Dream Ignores U.S. Warnings And Falls Into China's Geopolitical GripSaipem wins $590m deal for work on Eni's UK CCS projectRepublicans Are Scrapping Biden's Green Agenda To Cut Energy And Consumer CostsStudy Blames Oil Companies For Trillions In Damages To Bolster Climate LawsuitsSolar Power's Overreliance Likely Culprit In Spain And Portugal BlackoutsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss the recent widespread blackout affecting Spain, Portugal, and parts of France, speculating it could be linked to a cyber attack. They highlight the challenges of renewable energy reliance, emphasizing the instability of non-dispatchable power sources. The discussion moves to the geopolitical tension in Eastern Europe as the U.S. urges a split from the EU's energy transition aims, and California's steep decline in oil drilling permits is criticized. Finally, the hosts touch on the oil market, with concerns about the ongoing U.S.-China trade war and its potential impact on oil prices, despite some optimistic long-term views on oil and gas investments.Highlights of the Podcast 00:00 - Intro 01:37 - Spain and Portugal Hit by Widespread Blackout07:26 - US Urges Eastern Europe to Split From EU Energy Transition Aims09:17 - California's New Oil Drilling Permits Drop From Thousands to Dozens per Year11:58 - Big Oil Could Trim Buybacks After Price Rout – But Oil and Gas is still a good investment17:53 - Markets Update19:54 - OutroPlease see the links below or articles that we discuss in the podcast.Spain and Portugal Hit by Widespread BlackoutUS Urges Eastern Europe to Split From EU Energy Transition AimsCalifornia's New Oil Drilling Permits Drop From Thousands to Dozens per YearBig Oil Could Trim Buybacks After Price Rout – But Oil and Gas is still a good investmentFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –