Podcast appearances and mentions of michael tanner

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 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 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 weekend's episode, three segments from this past week's Washington Journal. First, Clifton Truman Daniel, grandson of President Harry S. Truman, discusses this week's 60th anniversary of the signing of Medicare and Medicaid. Then, Foundation for Research on Equal Opportunity's Michael Tanner discusses efforts to combat homelessness in the U.S. Finally-- Politico White House Bureau Chief Dasha Burns discusses her role as host of C-SPAN's new series "Ceasefire" – scheduled to debut this fall. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 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 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

LifeBlood: We talked about investing in oil and gas, how accessing oil and gas has changed over time, what the opportunities are for investors, the time horizon of an average deal, and a different way to look at the space, with Michael Tanner, Oil and Gas Professional.  Listen to learn how to start investing in oil and gas as an alternative! You can learn more about Michael at Sandstone-Group.com, X, Instagram, and LinkedIn.  Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood Copyright LifeBlood 2025.

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

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

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

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