Energy News Beat Podcast

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

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner cover the energy sector's shifting tides as advertisers return to Big Oil, driven by financial realities and AI disruption. They highlight growing concerns over Chinese lithium batteries tied to a South Korean cyber incident and rising U.S. shale breakeven costs nearing $95/barrel. The Dallas Fed Survey reveals deep frustration in the shale patch over political and economic instability. They also touch on OPEC+ capacity concerns, a possible output hike, and Occidental's $10B sale of its OxyChem unit—signaling major changes ahead in global energy markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges02:25 - Chinese Lithium Battery System Took down South Korean Intelligence Agency, and Texas has 1200 of these installed04:37 - Dallas Fed Survey Reveals Unrest in America's Shale Patch14:08 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade21:19 - Markets Update21:46 - OPEC+ is poised to slip further below oil output target22:43 - Exclusive: OPEC+ plans another oil output hike in November, sources say25:15 - Occidental in talks to sell OxyChem unit for at least $10 billion, FT reports28:53 - OutroLinks to articles discussed:Why Advertisers Are Returning to Big Oil Despite Net-Zero PledgesChinese Lithium Battery System Took down South Korean Intelligence Agency, and Texas has 1200 of these installedDallas Fed Survey Reveals Unrest in America's Shale PatchU.S. Shale Costs to Soar to $95 per Barrel Within a Decade

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down Warren Buffett's warning on wind energy proves true as subsidies vanish, exposing its economic fragility, while China faces a deepening debt crisis with a staggering 312% debt-to-GDP ratio. California backtracks on EV tax credits amid budget shortfalls, and Trump urges Europe to stop buying Russian energy, risking geopolitical fallout. Meanwhile, Russia's crude exports hit a 16-month high, and the U.S. energy market braces for shifting global dynamics.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:14 - Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies03:40 - California Won't Replace Expiring $7,500 Federal EV Tax Credit06:06 - Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan09:33 - Is China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?Oil13:04 - Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases16:20 - Russia's Crude Flows Hit 16-Month High on Rising Output, Attacks18:57 - OutroLinks to articles discussed:Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and SubsidiesCalifornia Won't Replace Expiring $7,500 Federal EV Tax CreditOil Pipeline Lifeline for Canada Comes Under Siege in MichiganIs China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?OilJumps as Trump Pushes Europe to Stop All Russian Energy PurchasesRussia's Crude Flows Hit 16-Month High on Rising Output, Attacks

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC's bluff, China's global energy influence, rising electricity costs, the EU's energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don't miss it.Topics Covered:Is the Permian peaking or just getting started?Why U.S. oil & gas output keeps defying forecastsOPEC's spare capacity myth and Saudi strategyHow China weaponizes energy and manufacturingThe U.S. refining edge (and why it's at risk)Colorado, California, and the cost of bad energy policyEurope's energy collapse & reindustrialization threatsWhy power generation = national securityThe truth about LNG, coal, and blackout risksWatch, share, and subscribe to stay informed on the real energy stories behind the headlines.Highlights of the Podcast 00:00 - Intro01:07 - Topics: Peak Oil & OPEC01:50 - Peak Permian? Not Yet05:47 - Permian Gas & Decline Curves07:02 - U.S. Refining & Exports09:43 - Alaska, Gulf, California12:04 - China's Global Energy Push15:43 - OPEC Capacity Reality Check20:11 - Saudi Break-Even & Output24:06 - CO Energy Policy Fails27:53 - Utilities & Electricity Costs31:16 - Net Zero vs. Reality35:51 - France & EU Energy Collapse39:07 - Nuclear, LNG & China Risk42:13 - Blackouts & Coal Comeback44:29 - Gillette Coal Power Tour47:19 - Pipelines & NY Policy50:14 - Iran, Hamas, Middle East Risk51:58 - Dark Tankers & Sanctions55:21 - Russia's Oil Gameplan01:01:40 - Ukraine Ceasefire Risks01:03:36 - Exxon, Ruble & Russia Tax01:05:28 - U.S. Energy Dominance01:07:13 - Connect with Trisha CurtisConnect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/Or her website: https://petronerds.com/

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down China's exploding debt crisis and what it means for the yuan, global markets, and energy. They explore ExxonMobil's push for repayment in Sakhalin, hinting at possible steps toward ending the Ukraine war, and react to Trump's fiery UN energy speech. Plus, they cover ERCOT's winter readiness, Russia's surging oil exports despite sanctions, and Exxon's massive $6.8B Guyana project—all while highlighting key market movements and energy investment insights.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Is China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?03:43 - ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War?05:50 - Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases09:05 - Texas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok?10:36 - Russia's Crude Flows Hit 16-Month High on Rising Output, Attacks15:03 - Market Update16:08 - Exxon Expands Guyana Output17:54 - OutroLinks to articles discussed:Is China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War?Oil Jumps as Trump Pushes Europe to Stop All Russian Energy PurchasesTexas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok?Russia's Crude Flows Hit 16-Month High on Rising Output, Attacks

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down the hidden costs and tax subsidies behind wind energy, highlighting Warren Buffett's reliance on tax credits to make wind projects profitable, while consumers and taxpayers ultimately foot the bill. They contrast this with the lower cost of natural gas and new turbine technology, critique California's EV credit policies under Governor Newsom, and cover geopolitical energy developments, including the U.S. blocking Iran-Iraq gas deals and Michigan's Line 5 pipeline legal battles. The hosts also touch on market movements, rig counts, and Cord Energy's Williston Basin acquisition, while emphasizing the value of diversifying through oil and gas investments with strong tax advantages.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:12 - Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies03:37 - Rising Natural Gas Costs Make Wind and Solar More Expensive, Too06:49 - California Won't Replace Expiring $7,500 Federal EV Tax Credit09:15 - Iraq's Gas Deal Through Iran Blocked by U.S.10:58 - Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan16:28 - Market Update17:27 - U.S. Oil Rig Count Rises for Third Consecutive Week17:46 - Frac Count Update18:02 - Chord Energy to acquire XTO Energy's Williston Basin assets for $550m19:14 - OutroLinks to articles discussed:Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and SubsidiesRising Natural Gas Costs Make Wind and Solar More Expensive, TooCalifornia Won't Replace Expiring $7,500 Federal EV Tax CreditIraq's Gas Deal Through Iran Blocked by U.S.Oil Pipeline Lifeline for Canada Comes Under Siege in MichiganU.S. Oil Rig Count Rises for Third Consecutive WeekChord Energy to acquire XTO Energy's Williston Basin assets for $550m

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley welcomes Paul Auslander, CFP and President of Seabridge Private Wealth, for a sharp, insightful dive into the economic and investment landscape following the passage of the “Big Beautiful Bill.” They unpack the bill's impact on tax cuts, interest rates, energy dominance, and bond market stability. From LNG exports and nuclear microreactors to AI, housing, and the global investment rebound, this episode explores key financial trends shaping the future—with a healthy dose of humor, geopolitics, and T. Boone Pickens' wisdom.I had an absolute blast visiting with Paul, and we highly recommend staying with Paul and your CFP and CPA before tax season. Paul brought some real insights to investing in our current market.Connect with Paul on LinkedIn: https://www.linkedin.com/in/paulauslander/Thank you, Paul, for stopping by the podcast and for your leadership in the investing and finance market. - StuHighlights of the Podcast 00:00 - Intro01:06 – Tax Cuts Made Permanent03:35 – High-Tax States Benefit04:10 – CPA Burnout & Complexity04:31 – T. Boone Pickens Legacy05:15 – Tariffs & U.S. Manufacturing06:07 – Market Uncertainty & Bonds08:46 – Debt & Bond Market Risks09:40 – Trump vs. The Fed10:15 – Interest Rates & Real Estate12:09 – LNG Boom & EU Demand13:34 – Global Markets Rebound13:42 – Wind Project Stalls15:40 – Wind Turbine Failures16:08 – Nuclear & Micro Reactors18:02 – 2025 Investment Picks19:52 – Contact & Wrap-Up

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down a pivotal week in energy and markets. The U.S. power grid is strained by AI, EVs, and aging infrastructure—creating big opportunities in battery storage, microgrids, and SMRs. A $14 trillion stock rally now hinges on a likely 25bps Fed rate cut, which could ease borrowing for energy investments. The IEA is walking back its peak oil claims under pressure, acknowledging oil and gas demand will grow for decades. Natural gas is set to dominate U.S., China, and India's energy mix by 2050, while LNG exports are poised to double. But rising global decline rates mean trillions in capex are needed just to stay even—highlighting massive investment potential in U.S. energy infrastructure.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro01:14 - America's Grid is Nearing Its Breaking Point05:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?10:36 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand13:39 - Fed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205021:36 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.25:04 - OutroLinks to articles discussed:America's Grid is Nearing Its Breaking Point$14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?IEA Prepares to Walk Back Predictions of Peak Oil and Gas DemandFed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.

Meet the Next Governor of California - Steve HiltonThis was an emotional podcast to film as we filmed the day after Charlie Kirk's assassination. Steve was Charlie's friend, and he had helped him out tremendously.In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by George Harmer (Californians for Energy Science) and special guest Steve Hilton, who shares why he's running for Governor of California. The conversation honors the late Charlie Kirk and dives deep into California's energy crisis—highlighting how failed policies, refinery shutdowns, and anti-oil agendas are hurting working families while empowering foreign adversaries.Steve outlines practical, pro-energy solutions to restore California's prosperity, from doubling oil & gas production to dismantling net-zero mandates. If you're concerned about rising gas prices, unreliable electricity, and regulatory overreach, this episode is a must-listen.???? Topics covered:California's energy and refinery collapseSteve Hilton's run for governorTribute to Charlie KirkImpact of Newsom's climate policiesWhy energy independence matters???? Subscribe and support the mission to bring energy truth to the forefront.???? Learn more: SteveHiltonForGovernor.comHighlights of the Podcast00:00 - Intro00:52 – Remembering Charlie Kirk04:41 – Charlie's Legacy & Turning Point USA06:57 – California's Crisis & Policy Failures09:48 – Steve Hilton's Energy Policy Vision16:36 – Doubling California's Oil & Gas17:16 – $10 Gas & Refinery Closures19:55 – Newsom's Cronyism & Carbon Taxes22:35 – The Myth of Net-Zero Power Goals25:23 – Faulty Data & CARB Manipulation28:30 – Electric Vehicle Elitism & Farm Equipment30:46 – How to Support Steve Hilton's Campaign32:13 – Final Words & Call to ActionYou need to go to SteveHiltonForGovernor.com and donate if you can. He has to be our next Governor for California. As it stands now, California is an absolute train wreck, and he is the right man for the job.President Trump and his team cannot achieve Global Energy Dominance with Gavin Newsom's Energy policies. After reading Steve's book and interviewing him for my podcast, he has a plan.I believe in Steve, and as long as President Trump can get the voting issues fixed in California, Steve will be the next Governor.Thank you, Steve and George, for stopping by the Energy News Beat Podcast. I really appreciate you both, and we need you both more now than ever.Get Steve's Book Herehttps://a.co/d/0ukc8oE

In this episode of Energy Newsbeat Daily Standup, host Stuart Turleybreaks down Russia's crude export slowdown amid Baltic drone strikes, the Fed's 25-point rate cut and its ripple effects on oil and gas, and how natural gas is set to dominate energy mixes in the U.S., China, and India by 2050. Plus, he covers the surge in global oil and gas decline rates demanding trillions in reinvestment, and wraps with Chord Energy's $5.5B acquisition of XTO assets in the Williston Basin. Buckle up for insights into energy security, LNG growth, and behind-the-meter opportunities in the AI-powered future.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - Fed cuts rates by 0.25% after flagging risks from softening labor market02:20 - Russia's Crude Exports Lose Momentum after Baltic Flows Targeted04:15 - Natural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205010:37 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.14:07 - Chord Energy to acquire XTO Energy's Williston Basin assets for $550m14:55 - OutroLinks to articles discussed:Fed cuts rates by 0.25% after flagging risks from softening labor marketRussia's Crude Exports Lose Momentum after Baltic Flows TargetedNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.Chord Energy to acquire XTO Energy's Williston Basin assets for $550m

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Graham Patterson and Nathan Myers, co-founders of Shalehaven Partners, to discuss their innovative approach to oil & gas investing. Broadcasting from the heart of the Bakken in Williston, ND, they break down how Shalehaven's diversified, low-fee, non-operated fund model delivers strong returns while reducing investor risk—plus how their strategy aligns closely with the needs of accredited investors facing rising tax burdens.Topics covered:Why not all oil & gas investments are created equalHow Shalehaven reduces risk through portfolio diversificationThe power of 90%+ first-year tax deductionsDifferences between investing in AFEs vs. joining a fundTransparent fee structure with no acquisition or disposition feesHow hedging protects investors from price downsideShalehaven's expanding focus on natural gas demand from AI/data centersWhether you're an energy insider or an investor in high-tax states looking for yield and tax efficiency, this episode unpacks how Shalehaven's model stands apart from the pack.It is refreshing to find oil and gas investments that have good benefits to investors, by design. I learned a lot, and it is easy to see why many of their investors are in the oil and gas space. Trust is earned, and by what I can see, they are performing on earning everyone's trust. Thanks for stopping by the podcast - Stu Learn more: shalehaven.comPlus: Check the show notes for the investor video Graham mentions!Highlights of the Podcast 00:00 - Intro01:00 – Meet Shalehaven's Founders02:15 – What Shalehaven Is and Why It Was Built04:01 – Risk Reduction Through Diversification05:32 – Only Proven Assets—No Exploration Risk06:45 – Why Invest in a Shalehaven Fund Instead of Direct AFEs?07:45 – Fee Transparency and Investor Alignment08:33 – Credibility Within the Energy Industry09:49 – Transparency and Simple Structures12:17 – Tax Efficiency: 90%+ Deductions in Year One14:32 – Oil & Gas vs. Green Energy Returns16:39 – Target Returns: 15–20% Base with Tax Bonus18:47 – Hedging Strategy: 75% at $65 Oil20:05 – Why $55–$75 Oil is the Sweet Spot22:00 – Data Center Growth = Natural Gas Tailwinds24:15 – Future Investment in Behind-the-Meter Infrastructure?25:04 – How to Invest with Shalehaven26:29 – Wrap-Up & Looking Ahead to Fund III

In this episode of Energy Newsbeat Daily Standup, hosts Stuart Turley and Michael Tanner unpack why America's aging grid nearing collapse is actually great news for savvy investors. They explore the rising strain from AI, EVs, and outdated infrastructure, while spotlighting trillion-dollar opportunities in behind-the-meter tech like battery storage and microgrids. The duo also breaks down Fed rate cut expectations, California's pipeline mess, the IEA's retreat on peak oil forecasts, and global energy policy contradictions from Brussels to Beijing. Energy markets are shifting—this episode tells you where the smart money's headed.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - America's Grid is Nearing Its Breaking Point04:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?09:37 - California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling11:49 - US urges EU to ditch Russian oil and gas faster13:09 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand16:12 - USA EIA Reveals Latest Brent Oil Price Forecast22:08 - Markets Update23:56 - Rig Count Update23:58. - Frac Count Update25:18 - OutroLinks to articles discussed:America's Grid is Nearing Its Breaking Point$14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore DrillingUS urges EU to ditch Russian oil and gas fasterIEA Prepares to Walk Back Predictions of Peak Oil and Gas DemandUSA EIA Reveals Latest Brent Oil Price Forecast

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner dive into Oklo's $168B nuclear fuel recycling milestone, Scott Bessent's explosive critique of the Federal Reserve, and the geopolitical oil chessboard as OPEC+ eyes an October production increase. They also unpack California's failed refinery bailout, widespread oil & gas job cuts, and the 71% plunge in exploration capex. From Tennessee to Tehran, the duo challenges media narratives on “oil gluts,” inflation, and energy policy hypocrisy—all with charts, laughs, and hard-hitting analysis.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility02:19 - Treasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire Review07:59 - OPEC+ Agrees in Principle to Increase Production in October13:33 - California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown17:04 - Job Cuts Rock Global Oil and Gas Sector23:22 - Peak Oil Production? Oil Majors' Exploration Capital Tumbled Since 201328:46 - OutroLinks to articles discussed:Oklo Commences First Phase Construction on Nuclear Fuel Recycling FacilityTreasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire ReviewOPEC+ Agrees in Principle to Increase Production in OctoberCalifornia in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery ShutdownJob Cuts Rock Global Oil and Gas SectorPeak Oil Production? Oil Majors' Exploration Capital Tumbled Since 2013

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner dive into California's escalating energy crisis as Valero refuses a massive taxpayer-funded bailout, exposing Governor Newsom's failing net-zero policies. They highlight global pushback against renewables with Belgium's latest wind project rejection, discuss widespread oil and gas job cuts and industry consolidation, analyze Ukraine's attacks on Russian pipelines and their geopolitical ripple effects, and explore the long-term risks of collapsing exploration capital among oil majors. The show wraps with market updates, leadership changes at SM Energy, and previews of major upcoming interviews.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown03:47 - Belgian Wind Project Vetoed; Global Total Of Renewable Rejections Hits 1,104Job Cuts Rock Global Oil and Gas Sector12:08 - Ukraine Strikes Russian Pipelines, Fuel Supply Hit Hard – Do they even want Peace?14:34 - Peak Oil Production? Oil Majors' Exploration Capital Tumbled Since 201321:53 -Market Updates24:12 - SM Energy CEO Transition27:39 - OutroLinks to articles discussed:California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery ShutdownBelgian Wind Project Vetoed; Global Total Of Renewable Rejections Hits 1,104Job Cuts Rock Global Oil and Gas SectorUkraine Strikes Russian Pipelines, Fuel Supply Hit Hard – Do they even want Peace?Peak Oil Production? Oil Majors' Exploration Capital Tumbled Since 2013

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Oklo's groundbreaking step toward nuclear fuel recycling, a massive ICE raid on Hyundai's EV battery plant, and Secretary Scott Besson's fiery call for Federal Reserve reform. They also unpack China's illegal oil drilling in Taiwan's EEZ, OPEC's surprising October production bump, and the market's reaction to energy pricing and jobs data. The episode wraps with sharp insights on AI-driven energy demand, rig count trends, and the best plays for 2025 oil & gas tax investing.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility02:21 - Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action04:44 - Treasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire Review10:22 - China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ12:30 - OPEC+ Agrees in Principle to Increase Production in October18:05 - Markets Update21:29 - OutroLinks to articles discussed:Oklo Commences First Phase Construction on Nuclear Fuel Recycling FacilityHyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement ActionTreasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire ReviewChina Escalates Taiwan Provocations with Illegal Oil Drilling in EEZOPEC+ Agrees in Principle to Increase Production in October

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down how Net Zero policies are crippling the UK—skyrocketing power prices, wind curtailments, and deindustrialization. They highlight tax-driven collapse in the North Sea, Germany's gas rebound, and China's move to challenge the petrodollar with the yuan.Energy hypocrisy is global—and the fallout is just beginning.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:06 - High Energy Costs Push UK Industry to the Brink02:54 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More06:45 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions10:37 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped14:20 - Germany Sees Bigger Role for Gas to Keep the Lights On16:51 - OutroLinks to articles discussed:High Energy Costs Push UK Industry to the BrinkThe UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even MorePutin and Modi Meet in China: Forging Energy Ties Amid Global TensionsChina may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedGermany Sees Bigger Role for Gas to Keep the Lights On

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Bill Mazzetti of Rosendin to break down the explosive growth of AI-driven data centers, behind-the-meter power strategies, and the future of energy infrastructure in the U.S. From Abilene's gas-turbine projects to modular nuclear, battery mandates, and California's near-blackout save, this episode dives into why utilities, tech, and energy sectors must now collaborate like never before. Mazzetti, a 40-year veteran, shares real-world insights, regulatory hurdles, and why modular nuclear is a “when, not if” solution for grid-hungry AI.This was an enlightening discussion around data center, natural gas, and real-world problems. It is clear that Bill has the solutions lined up and can hit the ground running. Having a leader like Rosendin running a project can make it happen on time and on budget. I really enjoyed his wide knowledge base of the entire data center rollout from a project standpoint. Having them lead your project could save millions, and in this AI Data Center race Connect with Bill on his LinkedIn: https://www.linkedin.com/in/bill-mazzetti-8b66311/Check out Rosendin Data Center: https://www.rosendin.com/Highlights of the Podcast 00:00 - Intro00:40 – Bill's Data Center Journey01:21 – U.S. Data Center Hotspots03:33 – Stargate Abilene & Behind-the-Meter Power05:20 – Load Interactive Grid Planning06:36 – ERCOT Rules & Real-World Grid Saves08:33 – Fuel Choices: Gas, Renewables & SMRs11:44 – Cloud Growth Beyond AI12:24 – Turbine Shortages & Project Planning13:40 – Grid Strain Is Broader Than Data Centers15:26 – Oilfield Innovation Meets Data Infrastructure17:50 – Nuclear's Regulatory Wall19:32 – Transmission Bottlenecks & Urban Realities21:03 – Cleaner Power & Carbon Capture21:29 – Bill's Return Invite22:25 – Contacting Bill Mazzetti23:14 – Wrap-Up & ThanksFull Transcript: https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, Michael Tanner discusses China potentially challenging the U.S. dollar with the yuan, Russia's new Power of Siberia 2 pipeline to China, Germany's energy struggles amid its green transition, record U.S. LNG exports, OPEC's possible production increase, and ConocoPhillips' major workforce cuts—highlighting the shifting dynamics of global energy markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped03:46 - Russia Wins in China with New Pipeline06:13 - Germany Sees Bigger Role for Gas to Keep the Lights On08:41 - US Records Highest Ever LNG Exports in August11:22 - Markets Update12:51 - ConocoPhillips says it will cut workforce by 20-25%, shares fall13:24 - OutroLinks to articles discussed:China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedRussia Wins in China with New PipelineGermany Sees Bigger Role for Gas to Keep the Lights OnUS Records Highest Ever LNG Exports in August

In this episode of Energy Newsbeat Daily Standup, Stu Turley dives into skyrocketing UK energy costs that are pushing industry to the brink as net zero policies and heavy taxation deindustrialize the economy. Tory leader Kemi Badenoch pledges to scrap net zero and boost North Sea oil and gas production, while Norway faces its own energy security challenges. Globally, Putin and Modi meet in China to forge energy ties amid rising tensions.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:19 - High Energy Costs Push UK Industry to the Brink03:03 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More06:49 - Kemi Badenoch, The UK Tory Leader, Pledges to Abandon Net Zero and Maximise North Sea Oil and Gas Production09:01 - Energy Security Starts at Home, and Norway Needs to Look Out for Its Own12:16 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions15:33 - OutroLinks to articles discussed:High Energy Costs Push UK Industry to the BrinkThe UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even MoreKemi Badenoch, The UK Tory Leader, Pledges to Abandon Net Zero and Maximise North Sea Oil and Gas ProductionEnergy Security Starts at Home, and Norway Needs to Look Out for Its OwnPutin and Modi Meet in China: Forging Energy Ties Amid Global Tensions

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down why model-based oil forecasts consistently miss the mark, highlighting Irina Slav's takedown of flawed IEA predictions. They dive into Fed Chair Powell's Jackson Hole speech and its implications for oil and gas capital markets, LNG export-driven shale growth, the myth of peak Permian, and ERCOT's $14B clean energy project cancellations. From misguided net-zero assumptions to underreported system costs in renewables, this episode covers the real data behind energy trends and what investors should really be watching.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:40 - Surging US LNG Exports Fuel Growth in US Shale08:13 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?10:43 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark18:13 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShaleERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsWhy Model-Based Oil Forecasts Keep Missing the Mark

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Ron Gusek, CEO of Liberty Energy, for a deep dive into Liberty's mission to achieve U.S. energy dominance through resilient oilfield services and cutting-edge power innovation. They discuss Liberty's electric frac fleets, data center microgrids, natural gas and SMR partnerships, and how behind-the-meter generation could help stabilize energy costs amid grid instability. Gusek also shares insights on the company's financial strategy, investor confidence, and what's next in power infrastructure. A must-listen for those tracking the energy-tech frontier.Check out everything on Liberty Energy on their website: https://libertyenergy.com/Follow Ron on his LinkedIn: https://www.linkedin.com/in/ron-gusek-3b27232/I thoroughly enjoyed our conversation, and as an investor in the energy sector, I look for how management works and the corporate culture. We covered a cool story about me running into several trucks of Liberty employees in Shreveport while checking into a hotel. They were great people, and the trucks were spotless; they were all employees that I would hire in a heartbeat. Michael Tanner and I have always said on our podcasts that, while evaluating oil and gas deals and companies, "Good Management gets Good Numbers." I loved the part of Liberty Energy's future that focused on the energy and electrification section of the business. That has a flat financial base compared to the cyclical nature of the oil and gas markets. This is precisely why I like the leadership, as they are playing the long, financially sound game. Thank you, Ron, for your time and leadership in our industry. - Stu. I look forward to more follow-ups on the great things happening at Liberty Energy. Highlights of the Podcast 00:00 - Intro00:00 – Intro & Guest Welcome00:33 – EnerCom Recap & Liberty's Story01:57 – Chris Wright's Legacy & Energy Leadership02:31 – Oilfield Culture & Liberty's Brand Strength04:00 – Resiliency Through Downturns06:03 – Liberty Power Innovations & Data Center Pivot07:30 – Grid Gaps & AI-Energy Parallels08:54 – Microgrids for Data Centers10:46 – Customer Profiles & Geographic Targets12:18 – Electric Frac Fleets & Future-Ready Energy13:07 – SMR Partnership with Oklo14:22 – Nuclear Dreams & Liberty's Long-Term Vision15:21 – Grid Policy Failures & Inflation16:46 – Energy Poverty in California17:12 – Liberty's Ticker & Market Sentiment18:09 – Two-Sided Strategy: OFS + Power19:47 – Financial Stability & Long-Term Returns21:00 – Wrap-Up & Contact InfoFor the full transcript: https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup Stuart Turley breaks down the hidden costs of renewable energy and its real impact on consumer electricity bills, using EU, UK, and ERCOT examples. He highlights Doug Sheridan's call for more baseload gas and nuclear, critiques flawed oil demand forecasts from the IEA, and reviews Irina Slav's takedown of politicized modeling. Plus, he spotlights record U.S. natural gas consumption projected for 2025 and analyzes how BlackRock's gas deal boosts Aramco's financial strength.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:17 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills03:11 - Climate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug Sheridan04:58 - Why Model-Based Oil Forecasts Keep Missing the Mark09:39 - EIA expects record U.S. natural gas consumption in 202511:26 - BlackRock Gas Deal Shores Up Aramco's Financial Firepower13:02 - OutroLinks to articles discussed:The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsClimate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug SheridanWhy Model-Based Oil Forecasts Keep Missing the MarkEIA expects record U.S. natural gas consumption in 2025BlackRock Gas Deal Shores Up Aramco's Financial Firepower

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Jerome Powell's latest Fed comments and what they mean for oil and gas investors. They explore the continued surge in U.S. LNG exports, shifting gas dynamics in the Permian, and how natural gas is reshaping investment strategies. The team also discusses the ripple effects of Trump's sanctions on India and the potential threat to the U.S. dollar. Plus, they cover ERCOT's record-breaking project cancellations, a major federal halt to Ørsted's Rhode Island wind farm, and a closer look at the rumored Crescent-Vital Energy merger.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:51 - Surging US LNG Exports Fuel Growth in US Shale08:23 - President Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction19:16 - Markets Update20:53 - US Rig Count Falls as Drillers Play it Safe21:11 - Frac Count Update21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say25:04 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShalePresident Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a BoomerangERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?US Orders Ørsted to Halt Rhode Island Wind Farm ConstructionUS Rig Count Falls as Drillers Play it SafeCrescent Energy nears deal for US shale peer Vital Energy, sources say

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss a surprise solar stock rally following Trump's softened tax credit policy, the major implications of Trump's move to open 82% of Alaska's petroleum reserve, and the potential economic crisis brewing in Germany due to high energy costs and new tariffs. They also cover Civitas Resources' CEO ousting after poor stock performance post-$7B in acquisitions, and California Governor Gavin Newsom's controversial shift toward Big Oil to avoid gas price spikes—raising doubts about his sincerity amid speculation he may run for president. The episode wraps up with insights into an impending oil supercycle due to underinvestment and rising demand.Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:26 - Trump Moves to Open 82% of Alaska's Petroleum Reserve for Drilling05:19 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany07:33 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales13:04 - Energy Transition Stalls as Oil Super-Cycle Risks Return115:46 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?18:46 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedTrump Moves to Open 82% of Alaska's Petroleum Reserve for DrillingTariffs and Energy Costs Could Spark an Economic Crisis for GermanyEnergy Transition Stalls as Oil Super-Cycle Risks ReturnGavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Adam Hirschfeld, SVP of Workrise, to discuss the evolving landscape of the oil and gas industry. They dive into the impact of AI on energy demand, the challenges of permitting reforms, and the future of natural gas, microgrids, and decentralized grid management. Adam also shares insights into the growing role of midstream infrastructure, the shift towards AI-driven data centers, and how the energy sector is adapting to meet the increasing demand, all while navigating regulatory hurdles and workforce challenges.While we evaluate oil and gas deals at Sandstone and Energy News Beat, E&P operators doing the work rely on Workrise to help get the projects moving on time and on budget. We hear great things from our oil and gas companies about their performance and hard work in keeping project deadlines.This is an unsung and often overlooked critical cog in the Energy Dominance push by the Trump adminstration.Connect with Adam on his LinkedIn: https://www.linkedin.com/in/adam-hirschfeld-09403ba/Check out Workrise: https://www.workrise.com/Huge Guests Covering Energy DominanceWe have some great guests lined up, and we are planning a trip to Washington, DC. We'll keep you posted as we finalize the details with our guests and other podcasters.I've just interviewed Ron Gusek, CEO at Liberty Energy, and I'm also interviewing General Flynn on September 3rd, among others we have lined up. We have arranged for 10 books and 10 movies of the General Flynn movie to give away to listeners in a contest that we will start on Sunday.Highlights of the Podcast 00:00 - Intro00:00:41 – Workrise and Its Role in the Industry01:34 – AI's Impact on the Industry02:19 – The Growing Demand for Natural Gas and Energy04:13 – Behind the Meter Power Generation and Midstream Challenges06:11 – The Changing Energy Landscape08:11 – Challenges in the Supply Chain10:32 – The Shift Towards Localized Power Generation12:09 – The Role of People in the Energy Industry14:36 – Regulatory Challenges16:43 – California's Energy Crisis18:55 – Preparing for Future Energy Demands20:25 – Securing the Future of U.S. Energy22:57 – Adam's Final Thoughts23:15 – How to Connect with Adam HirschfeldCheck out the full transcript at https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, break down the potential return of an oil supercycle driven by stalled energy transitions, underinvestment, and rising global demand. They highlight investor opportunities in nuclear and critical minerals, with specific companies and DOE-backed projects set to benefit. The duo then explores China's strategic oil grabs amid U.S. pressure on India and Russian peace talks. They also critique the rise of left-driven "lawfare" against energy producers, tying it to increased consumer costs. Finally, they analyze Gavin Newsom's surprising pivot toward Big Oil as a possible prelude to a presidential run, noting skepticism around the sincerity and impact of his policy shift.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:12 - Energy Transition Stalls as Oil Super-Cycle Risks Return02:54 -What Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?05:38 - China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on India08:32 - How effective is the lawfare of the left against energy, and how much does it cost consumers?10:43 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?16:10 - Markets Update18:57 - OutroLinks to articles discussed:Energy Transition Stalls as Oil Super-Cycle Risks ReturnWhat Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on IndiaHow effective is the lawfare of the left against energy, and how much does it cost consumers?Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack a solar stock rally driven by Trump's unexpectedly soft tax credit changes—boosting First Solar and Enphase. They explain how government regulation favors incumbents. Meanwhile, Britain's net-zero push stalls amid local opposition to land grabs for wind and solar. Trump greenlights drilling in 82% of Alaska's petroleum reserve, potentially benefiting ConocoPhillips. He also delays China tariffs tied to Russian oil, aiming to broker peace. Germany faces economic strain from rising energy costs and tariffs, and Civitas replaces its CEO after deep losses.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:25 - Britain's net-zero scheme is being derailed by opposition to solar and wind projects04:26 - Trump Moves to Open 82% of Alaska's Petroleum Reserve for Drilling07:23 - Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty12:15 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany17:16 - Markets Update18:48 - Rig Count Update18:51 - Frac Count Update19:16 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales23:36 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedBritain's net-zero scheme is being derailed by opposition to solar and wind projectsTrump Moves to Open 82% of Alaska's Petroleum Reserve for DrillingTrump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace TreatyTariffs and Energy Costs Could Spark an Economic Crisis for Germany

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into Germany's proposed “sun tax” and the fallout from shutting down stable power sources like nuclear and coal. The UK ramps up net-zero efforts with a 78% tax on North Sea oil profits, pressuring firms like BP to consider exiting. In the U.S., the outdated Jones Act throttles LNG export capacity. Meanwhile, renewable giants like Orsted and TPI Composites face financial collapse, prompting a return to fossil fuels. NextDecade secures $1.8B for LNG infrastructure, and New Jersey's soaring electric bills expose the hidden costs of net-zero policies.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:36 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production04:47 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports11:34 - The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?15:57 - NextDecade Gets $1.8 Billion Injection for LNG Project18:04 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons21:01 - OutroLinks to articles discussed:Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?NextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley discuss the growing failures of net zero policies as renewables like wind, solar, and hydrogen struggle financially and rely heavily on subsidies. Meanwhile, oil and gas investments are rebounding, with major companies cutting renewable budgets and boosting fossil fuel projects like LNG. They highlight geopolitical tensions, especially Trump's tariffs on India over Russian oil, and preview the upcoming Trump-Putin meeting as a key market driver. The episode also covers rising energy costs in New Jersey due to policy failures, strong Q2 earnings in oil and gas, and promising acquisitions and projects shaping the sector's near future.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas?04:37 - A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug Sheridan06:35 - Trump's Tariff Gambit Puts India in an Oil Price Bind09:12 - NextDecade Gets $1.8 Billion Injection for LNG Project11:30 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons16:38 - Markets Update19:09 - BKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal20:52 - Earnings Overview22:40 - OutroLinks to articles discussed:The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas?A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug SheridanTrump's Tariff Gambit Puts India in an Oil Price BindNextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost ComparisonsBKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the latest energy policy battles, starting with Germany's controversial "sun tax" as part of its net-zero push, and the UK's bold move to restrict North Sea oil production. We also explore the challenges posed by the Jones Act on U.S. LNG exports, with outdated regulations stalling progress. On the nuclear front, the U.S. sees potential for a nuclear renaissance with new uranium enrichment projects, though regulatory hurdles remain. Finally, we discuss the geopolitical implications of a possible Trump-Putin meeting and its potential impact on global energy trade and sanctions. Tune in for insights on how these developments shape the future of energy.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:39 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production4:56 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports09:47 - New Uranium Plant in Kentucky is Just the Start15:27 - Markets Update17:59 - Oil and Gas Rigs Still Near 3-Year Low and We Need More Online18:32 - Frac Count Update18:50 - Earnings Update22:24 - OutroLinks to articles discussed:Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG ExportsNew Uranium Plant in Kentucky is Just the StartOil and Gas Rigs Still Near 3-Year Low and We Need More Online

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss a range of significant energy topics. They analyze Trump's ambitious nuclear energy overhaul, aiming to quadruple U.S. nuclear capacity by 2050 despite regulatory hurdles. They also critique Europe's net-zero policies, which have led to economic struggles, particularly in Germany, while the U.S. continues to benefit from natural gas and nuclear. The episode touches on geopolitical tensions, including sanctions on India and the impact of drone strikes on Russian gasoline prices, as well as the potential for a major merger in the railroad industry that could reshape the U.S. freight landscape. Finally, they explore BP's decision to cut 6,000 jobs and speculate on future corporate moves.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety03:40 - Net Zero Has Cost Europe's Energy Future06:30 - Trump Says US to Hike India's Tariffs Over Russian Oil Buys08:05 - Moscow's Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas10:48 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?15:45 - Russia's Gasoline Prices Surge After Refinery Hit by Drones18:09 - How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals21:17 - BP to Cut 6,000 Jobs in Another Business Review24:14 - OutroLinks to articles discussed:Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over SafetyNet Zero Has Cost Europe's Energy FutureTrump Says US to Hike India's Tariffs Over Russian Oil BuysMoscow's Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural GasWhat is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?Russia's Gasoline Prices Surge After Refinery Hit by DronesHow The Union Pacific-Norfolk Southern Deal Would Boost PetrochemicalsBP to Cut 6,000 Jobs in Another Business Review

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by industry experts Charlie Burd from the Gas and Oil Association of West Virginia, Kimberly Page from Reese Consulting, and Steve Reese from Reese Energy Consulting. They discuss the future of natural gas, energy security, and the role of West Virginia in meeting growing energy demands. The conversation covers the challenges and opportunities of expanding pipeline infrastructure, LNG export potential, and how the state's thriving natural gas industry plays a key role in the broader energy landscape.Reese Energy Consulting website: https://reeseenergyconsulting.com/Connect with Steve Reese on LinkedIn.https://www.linkedin.com/in/steve-reese-185a86/ Kimberly Page's LinkedIn https://www.linkedin.com/in/kimberly-page/Charlie Burd's LinkedIn https://www.linkedin.com/in/charlie-burd-67aa9241/Check out the Gas & Oil Association of West Virginia: https://gowv.com/Highlights of the Podcast 00:00 - Intro00:28 - Meet Charlie Burd and the Gas and Oil Association of West Virginia02:08 - West Virginia's Economic Impact03:22 - Steve Reese's Insights on Trends in Natural Gas05:09 - Natural Gas and Energy Security06:00 - The Future of Natural Gas in West Virginia07:32 - Challenges in Pipeline Permitting08:17 - The Grid and Energy Demands10:00 - Behind-the-Meter Power Generation12:12 - The Push for LNG Exports14:56 - Energy Dominance and Global Trade16:08 - Toby Rice and Industry Leadership17:00 - Economic Growth in the Marcellus and Utica Shales19:03 - Bitcoin Mining and Stranded Gas21:51 - Upcoming Summer Meeting23:57 - Collaboration and Competition in the Energy Sector25:03 - Political Advocacy for Natural Gas27:23 - Steve's Upcoming Energy Auditing Program29:02 - Midstream Engineering Program at West Virginia University30:01 - Closing RemarksCheck out the https://theenergynewsbeat.substack.com/

In this episode of the Energy Newsbeat Daily Standup, Stuart turley and Michael Tanner discusses key developments in the energy sector, including the proposed $85 billion merger between Union Pacific and North Fork Southern, which could impact oil and gas transport and petrochemicals. The show also covers the U.S.-Pakistan oil partnership and the concept of "Energy as a Service" in strengthening energy dominance. Additionally, the episode touches on BP's job cuts, potential corporate moves, and market dynamics such as crude oil price fluctuations, U.S. sanctions on Russia, and their effects on oil markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals03:18 - Pakistan Strikes U.S. Oil Deal as Trump Jabs India05:21 - BP to Cut 6,000 Jobs in Another Business Review10:10 - Markets Update11:01 - EIA Reports Surprise Draw in US Crude Oil Inventories: A Bullish Signal Amid Geopolitical Tensions12:29 - OutroLinks to articles discussed:How The Union Pacific-Norfolk Southern Deal Would Boost PetrochemicalsPakistan Strikes U.S. Oil Deal as Trump Jabs IndiaBP to Cut 6,000 Jobs in Another Business ReviewEIA Reports Surprise Draw in US Crude Oil Inventories: A Bullish Signal Amid Geopolitical Tensions

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner compare the profitability and investor returns of oil and gas versus renewables, noting fossil fuels delivered over $349 billion to shareholders in 2024 while renewables lag without subsidies. They discuss hidden costs of wind turbine dismantling, the looming end of renewable tax credits, and geopolitical tensions—from Russian refinery drone strikes to potential U.S. sanctions on India and China—that could disrupt global oil markets. The show also covers corporate strategy amid low oil prices, a bizarre CEO ouster at Sentinel Peak Resources, and political developments in Texas.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?05:07 - New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming07:20 - Russia's Gasoline Prices Surge After Refinery Hit by Drones09:39 - U.S. to Scale Iran's Sanctions Through Finance Channels Impacting China13:25 - Markets Update14:48 - Coterra's Earnings: Preparing for the Oil Price Rebound16:46 - CEO of Denver-based oil and gas company says he was subject of ‘sham investigation'20:59 - OutroLinks to articles discussed:What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis LoomingRussia's Gasoline Prices Surge After Refinery Hit by DronesU.S. to Scale Iran's Sanctions Through Finance Channels Impacting China

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key global energy issues, including President Trump's proposed tariff hikes on India over Russian oil imports, the ongoing challenges of Western sanctions on Russia, and the delivery of Russian crude to India despite pressure from the U.S. and EU. The discussion also highlights BP's major oil discovery in Brazil, the impact of California's wildfire emissions, and Governor Newsom's controversial energy and forestry management. Tune in for insights on these critical developments shaping the energy landscape.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:26 - Trump Says US to Hike India's Tariffs Over Russian Oil Buys02:02 - Tankers Deliver Russian Crude to India Despite US and EU Pressure04:49 - Moscow's Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas07:33 - BP Has Huge Win in Brazil09:52 - California's Wildfire Emissions Top Its Power Plants, but Go Uncounted13:41 - OutroLinks to articles discussed:Trump Says US to Hike India's Tariffs Over Russian Oil BuysTankers Deliver Russian Crude to India Despite US and EU PressureMoscow's Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural GasBP Has Huge Win in BrazilCalifornia's Wildfire Emissions Top Its Power Plants, but Go Uncounted

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's ambitious nuclear energy overhaul, aiming to quadruple U.S. nuclear power by 2050 despite regulatory challenges. They also explore Europe's pursuit of net zero by 2050, the impact of the EU's energy policies on global markets, and the U.S.'s role in supplying LNG to Europe. Additionally, they review the latest earnings reports from Chevron and Exxon, highlighting Chevron's strong performance and Exxon's struggles despite their growth plans. The episode concludes with an announcement about shifting to a three-day weekly format for the show.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_100:00 - Intro00:13 - Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety03:31 - Net Zero Has Cost Europe's Energy Future06:25 - Whales, Fishermen Heave Sighs of Relief as Burgum Cancels Offshore Wind11:21 - Markets Update18:50 - Rig Count Update18:59 - Frac Count Update21:31 - Chevron's Record Oil and Gas Output Boosts Earnings Amid Price Challenges24:15 - ExxonMobil Q2 Earnings Boosted by Record Permian Output – What should investors look for?27:05 - OutroLinks to articles discussed:Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over SafetyNet Zero Has Cost Europe's Energy FutureWhales, Fishermen Heave Sighs of Relief as Burgum Cancels Offshore WindChevron's Record Oil and Gas Output Boosts Earnings Amid Price ChallengesExxonMobil Q2 Earnings Boosted by Record Permian Output – What should investors look for?

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into a packed week of energy news. Topics include the EPA's proposed changes to Obama-era regulations, secondary sanctions targeting India over Russian oil, and the shift in global energy dynamics, particularly with China's rising fuel exports. They discuss the challenges facing the U.S. energy grid, including supply chain vulnerabilities, the rise of decentralized grid management, and the impact of AI and data centers on energy demands. The hosts also explore how geopolitical tensions, including tensions with the EU, could reshape the future of energy and its regulation.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:18 - Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components?03:48 - Department of Interior Secures Win for American Energy Dominance – Safely and Timely05:50 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies08:11 - Overlooked Vulnerability Could Cripple America's Grid12:06 - EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates16:30 - China Shifts to Fuel Exports Due to Higher Margins19:25 - $70 WTI Returns as Trump Targets India Over Russian Oil Ties23:07 - What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids.27:38 - OutroLinks to articles discussed:Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components?Department of Interior Secures Win for American Energy Dominance – Safely and TimelyBacklash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG SuppliesOverlooked Vulnerability Could Cripple America's GridEPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle MandatesChina Shifts to Fuel Exports Due to Higher Margins$70 WTI Returns as Trump Targets India Over Russian Oil TiesWhat is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids.

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by James Walker, CEO of Nano Nuclear Energy, to discuss the exciting advancements in microreactor technology. James shares insights on Nano Nuclear's upcoming projects in the U.S. and Canada, including the development of the first commercial microreactor. They also explore the impact of regulatory changes, the growing demand for clean, reliable energy from tech and military sectors, and the future of nuclear power in addressing the U.S.'s energy challenges. Stay tuned for updates on their groundbreaking work in the nuclear industry.They have the potential to change the entire nuclear game. Their new complete designs include dramatic changes to ocean shipping and microgrids. This is huge, and has the potential to lower costs for AI data centers and businesses looking to put electrical generation behind the meter. You will want to check out the Nano Nuclear site to look at their new updates: https://nanonuclearenergy.com/Connect with James on LinkedIn here: https://www.linkedin.com/in/jamesjohnwalker1/Highlights of the Podcast 00:00 - Intro00:43 - James Walker's Introduction02:09 - Nano Nuclear Energy's Exciting Developments02:50 - Timeline for Nano Nuclear Projects03:03 - Deployment Speed of Microreactors04:05 - Regulatory Process and Industry Shifts05:03 - The Impact of New Regulations06:00 - Reactor Size and Deployment07:23 - U.S. Grid Challenges and Nuclear Power's Role09:25 - AI and Nuclear Collaboration10:23 - Military Demand for Nuclear Power12:37 - Nano Nuclear Energy's Growth and Industry Partnerships13:09 - The Future of Nuclear Power14:05 - Growth and Job Creation in the Nuclear Industry16:17 - Nuclear's Future and Challenges19:13 - The Public Perception of Nuclear20:34 - Molten Salt and Triso Fuels22:07 - Nano Nuclear's Upcoming Developments23:12 - Conclusion and Future UpdatesFor the full transcript and interact, head to the Energy News Beat Substack or Website.

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley discusses the significant impact of potential secondary sanctions on India by President Trump, aiming to pressure India over its Russian oil imports. This move could escalate U.S.-India tensions and have widespread economic implications, potentially pushing Brent oil prices to $90-$100. Stuart also highlights the operational challenges faced by Europe's nuclear power amid extreme heat and maintenance issues, contrasting it with the U.S. grid transformation efforts under the Trump administration, emphasizing AI, decentralized management, and the role of tech giants in reshaping energy markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:21 - $70 WTI Returns as Trump Targets India Over Russian Oil Ties03:59 - Extreme Heat Forces Shutdown of Nuclear Reactors in Europe: A Wake-Up Call Amid US Grid Overhaul07:20 - What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids.11:49 - Is ERCOT in Texas set up for a crash? Doug Sheridan has some great points.16:02 - OutroLinks to articles discussed:$70 WTI Returns as Trump Targets India Over Russian Oil TiesExtreme Heat Forces Shutdown of Nuclear Reactors in Europe: A Wake-Up Call Amid US Grid OverhaulWhat is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids.Is ERCOT in Texas set up for a crash? Doug Sheridan has some great points.

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

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the escalating tensions between Qatar and the EU over net zero regulations, with Qatar threatening to cut LNG supplies. They also discuss America's grid vulnerability due to transformer shortages, the EU's historic agreement with the U.S. and its impact on oil prices, and how rising ASPs for AR7s expose the true cost of renewables. Tune in for insights on energy policy, market dynamics, and geopolitical developments shaping the future of global energy.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies02:36 - Overlooked Vulnerability Could Cripple America's Grid05:01 - As the EU and U.S. Reach Historic Agreement, Oil Prices Climb07:14 - ASPs for AR7 prove renewables are not cheap12:00 - Markets Update15:34 - OutroLinks to articles discussed:Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG SuppliesOverlooked Vulnerability Could Cripple America's GridAs the EU and U.S. Reach Historic Agreement, Oil Prices ClimbASPs for AR7 prove renewables are not cheap

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into President Trump's role in potentially stalling solar and wind projects due to security concerns, such as China's embedded spy technology. They explore his regulatory moves on renewable energy, focusing on tightening federal permitting, and discuss how this impacts U.S. energy security. The conversation also touches on Trump's trade strategies with China, his position on Russia and Ukraine, and the energy challenges in California. Additionally, they cover the Department of Interior's win for U.S. energy independence, market fluctuations, and O'Vintiv's strong performance in Canada's energy sector.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components?03:36 - Zeldin, Trump, Prepare Assault on EPA Endangerment Finding05:45 - Department of Interior Secures Win for American Energy Dominance – Safely and Timely07:42 - Trump Tariffs in Flux as Trump and Von der Leyen Set to Meet with Trade Deal Balance13:09 - Markets Update16:58 - Rig Count Update17:12 - Frac Count Update17:53 - Ovintiv Reports Second Quarter 2025 Financial and Operating Results20:37 - OutroLinks to articles discussed:Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components?Zeldin, Trump, Prepare Assault on EPA Endangerment FindingDepartment of Interior Secures Win for American Energy Dominance – Safely and TimelyTrump Tariffs in Flux as Trump and Von der Leyen Set to Meet with Trade Deal BalanceOvintiv Reports Second Quarter 2025 Financial and Operating Results 

Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - OPEC is Looking for Market Share While Playing the Long Game04:57 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?08:58 - Which Energy Markets are Moving12:23 - EQT Calls on Congress to Slash Gas Project Approval Times15:34 - California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States20:04 - If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?23:50 - President Trump Announces Three New Trade Deals26:58 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?29:02 - OutroLinks to articles discussed:OPEC is Looking for Market Share While Playing the Long GameEU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?Which Energy Markets are MovingEQT Calls on Congress to Slash Gas Project Approval TimesCalifornia Oversteps Its Borders: Forcing Energy Policies on the Rest of the United StatesIf Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?President Trump Announces Three New Trade DealsDoes the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

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

Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - President Trump Announces Three New Trade Deals03:20 - Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil06:05 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?08:10 - Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges11:00 - Hanwha orders historic LNG carrier from US yard13:57 - Market Updates15:39 - Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance16:40 - EQT Reports Second Quarter 2025 Results19:07 - OutroLinks to articles discussed:President Trump Announces Three New Trade DealsBrazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude OilDoes the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?Global EV Market in 2025: Growth Amid Fire Risks and Insurance ChallengesHanwha orders historic LNG carrier from US yardMatador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 GuidanceEQT Reports Second Quarter 2025 Results

Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - Stargate Advances with 4.5 GW Partnership with Oracle03:40 - California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States08:17 - Poland Announces the Largest-Ever Oil Discovery on Polish Territory09:29 - If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?13:10 - Europe's Chemical and Downstream Industry Seeks a Lifeboat to Stay in Business17:08 - Markets Update19:21 - OutroLinks to articles discussed:Stargate Advances with 4.5 GW Partnership with OracleCalifornia Oversteps Its Borders: Forcing Energy Policies on the Rest of the United StatesPoland Announces the Largest-Ever Oil Discovery on Polish TerritoryIf Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?Europe's Chemical and Downstream Industry Seeks a Lifeboat to Stay in Business

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack the latest shifts in global energy markets—from another offshore wind project collapse to the plunging investments in clean energy and mounting pressures on aluminum and ethanol. They highlight EQT's push for faster gas project approvals, looming grid reliability threats, and BP's strategic leadership shakeup with hints of a U.S. relocation. With natural gas prices swinging and oil market reactions to Trump's tariff policies, the hosts call it like they see it: clean energy is contracting fast, and the age of accountability in energy has arrived.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:12 -Which Energy Markets are Moving03:36 - EQT Calls on Congress to Slash Gas Project Approval Times05:17 - WSJ Editorial Board writes: The reliability of the US Grid is in trouble07:20 - Another Offshore Wind Project Blown Away10:49 - Markets Update12:03 - BP Appoints New Chairman with Experience of Relocation to New York14:42 - OutroLinks to articles discussed:Which Energy Markets are MovingEQT Calls on Congress to Slash Gas Project Approval TimesWSJ Editorial Board writes: The reliability of the US Grid is in troubleAnother Offshore Wind Project Blown AwayBP Appoints New Chairman with Experience of Relocation to New York

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the dominance of natural gas, OPEC's evolving production strategy, and the EU's 18th ineffective sanctions package against Russia. They discuss shifting LNG dynamics, U.S. deregulation efforts, and the growing geopolitical energy divide. The hosts also break down Chevron's win over Exxon in the Hess acquisition, speculate on Exxon's next M&A targets, and highlight the financial and regulatory pressures shaping global energy markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:04 - Natural Gas Has Achieved Dominance and Is No Longer a Bridge Fuel02:43 - OPEC is Looking for Market Share While Playing the Long Game07:30 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?11:33 - Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism' for Wind, Solar Projects17:17 - Markets Update19:01- U.S. Rig Count Up: Weekly Update and Global Overview19:26 - Frac Count Update19:31 - Chevron closes Hess acquisition after winning Exxon legal battle31:23 - OutroLinks to articles discussed:Natural Gas Has Achieved Dominance and Is No Longer a Bridge FuelOPEC is Looking for Market Share While Playing the Long GamEU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism' for Wind, Solar ProjectsU.S. Rig Count Up: Weekly Update and Global OverviewChevron closes Hess acquisition after winning Exxon legal battle

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

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

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