Podcast appearances and mentions of michael tanner

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 –

ⓦ weekly52 Blog Podcast Video & Artworkhttps://weekly52.de/weekly/428Erlebe den faszinierenden Mix aus Klavierklängen und fotografischen Momenten! Lass dich von authentischer Leidenschaft und echtem Kunstgefühl anstecken!In diesem intensiven Podcast-Gespräch tauschen sich Tomasz Trzebiatowski, Dominika Pancewicz und Thomas Füngerlings über ihre künstlerischen Leidenschaften aus. Tomasz berichtet von seinem Werdegang als Berufsmusiker und Fotograf – von seinen frühen musikalischen Anfängen in Polen über seinen Umzug in die Schweiz bis hin zu seiner Entdeckung der Fotografie mit seiner ersten Canon-Kamera. Er erzählt, wie er von Größen wie Michael Tanner, Saul Leiter und Henri Cartier-Bresson inspiriert wurde und wie er die emotionale Kraft von Schwarz-Weiß-Bildern mit farblichen Experimenten kombiniert. Neben seinen persönlichen Erfahrungen geht es auch um seine Projekte: die Herausgabe von Magazinen (Frames, Fujilove), innovative Videoreihen wie „Almost Photographs“ und den Aufbau kreativer Communities. Dabei betonen alle Gesprächspartner, wie eng Musik und visuelle Kunst miteinander verwoben sind und wie wichtig Authentizität und Offenheit für den künstlerischen Austausch sind.ⓦ

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 –

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

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

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

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

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

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner dive into major global shifts, including the UK trying to attract investors hurt by Trump's tariffs and the growing pushback against net-zero policies. They discuss Trump's potential post-war business deals with Russia focused on energy and minerals, highlighting complex geopolitical risks. California's high gas prices are linked to policy-driven regulation rather than corporate greed, according to a new study. In the markets, oil prices stayed flat while EQT made headlines by acquiring Olympus Energy for $1.8 billion, signaling ongoing consolidation in the natural gas sector.Highlights of the Podcast 00:00 - Intro 01:55 - UK Looks To Woo Investors Impacted by Trump Tariffs04:21 - Net zero realism is growing with the UK Government increasingly isolated06:47 - US Eyes Post-War Joint Business With Russia in Energy, Metals12:05 - Study: California Gas Prices Driven by Policy, Not Profiteering17:35 - Markets Update19:28 - Rigs Count Update21:19 - EQT Buys Private Marcellus E&P Olympus Energy for $1.8B23:54 - OutroPlease see the links below or articles that we discuss in the podcast.UK Looks To Woo Investors Impacted by Trump TariffsNet zero realism is growing with the UK Government increasingly isolatedUS Eyes Post-War Joint Business With Russia in Energy, MetalsStudy: California Gas Prices Driven by Policy, Not ProfiteeringEQT Buys Private Marcellus E&P Olympus Energy for $1.8BFollow 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 highlights a wild shakeup across global energy markets: BP faces activist pressure and potential mega-merger talks after slashing renewables; $8 billion in U.S. clean energy projects collapsed, raising questions about electricity costs; Trump moves to dismantle the EPA's endangerment finding to protect fossil fuels; tariffs reshape MENA oilfield services and boost U.S. supply chains; a possible nuclear deal with Iran could flood the market with oil; and Texas grapples with ERCOT's grid reliability failures after $130 billion in unsustainable renewable investments.Highlights of the Podcast 00:00 - Intro 01:23 - Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity?06:38 - Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?11:05 - Trump Targets EPA Endangerment Finding After Supreme Court Rulings13:25 - Trump Tariffs Reshape MENA Oilfield Services16:44 - How would a Nuclear Deal with Iran impact the global oil markets?19:28 - How will ERCOT and Texas learn from the past on the grid?22:53 - OutroPlease see the links below or articles that we discuss in the podcast.Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity?Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?Trump Targets EPA Endangerment Finding After Supreme Court RulingsTrump Tariffs Reshape MENA Oilfield ServicesHow would a Nuclear Deal with Iran impact the global oil markets?How will ERCOT and Texas learn from the past on the grid?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 energy topics, including the rise of Russian LNG exports despite EU efforts to phase it out, the implications of seized Russian assets and the U.S. gaining leverage over the EU, and the recent $8 billion loss in U.S. clean energy projects. They also touch on the U.S. military's strike on a Houthi oil port, the recent surge in U.S. LNG exports, and the potential for BP to merge with other energy giants like Chevron or Exxon, amid challenges posed by U.K. regulatory policies. They also highlight the broader geopolitical energy landscape, focusing on Iran, China's economic struggles, and future energy market shifts.Highlights of the Podcast 00:00 - Intro02:15 - To Be or Not to Be – Russian LNG Revisited04:34 - Here's How Gas Pipelines & Seized Russian Assets Could Give The US Lots Of Leverage Over The EU07:05 - Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity?12:16 - U.S. Conducts Its Deadliest-Known Recent Strike on Houthi Oil Port14:24 - US LNG exports climb to 34 cargoes18:44 - Markets Update23:41 - Rig Count Update24:48 - Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?29:18 - OutroPlease see the links below or articles that we discuss in the podcast.To Be or Not to Be – Russian LNG RevisitedHere's How Gas Pipelines & Seized Russian Assets Could Give The US Lots Of Leverage Over The EUClean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity?U.S. Conducts Its Deadliest-Known Recent Strike on Houthi Oil PortUS LNG exports climb to 34 cargoesEnergy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?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 discusses key topics impacting the energy sector, including the economic benefits of oil in Texas, the challenges posed by NEPA regulations on infrastructure projects, and the complexities of U.S. oil prices and their global trade impact. Stuart Turley and Michael Tanner highlight how falling oil prices may worsen the U.S. trade deficit, the implications of the U.N.'s carbon tax on shipping, and China's halting of critical mineral exports amidst rising trade tensions. They also explore the U.S.'s struggles in regaining its shipbuilding capacity and the intricacies of striking trade deals, particularly with China and Malaysia's role in oil exports.Highlights of the Podcast 00:00 - Intro01:52 - DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION 06:59 - Why Falling Oil Prices Are Not Always Good News 11:34 - U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab 14:48 - China Halts Critical Exports as Trade War Intensifies 17:14 - Lower Oil Prices Threaten Permian Basin Growth 20:23 - The steep learning curve America faces if it wants to return to previous shipyard glory days 23:49 - How to Strike Trade Deals in Record Time26:55 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINIONWhy Falling Oil Prices Are Not Always Good News U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab China Halts Critical Exports as Trade War Intensifies Lower Oil Prices Threaten Permian Basin Growth The steep learning curve America faces if it wants to return to previous shipyard glory days How to Strike Trade Deals in Record TimeFollow 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 breaks down the financial reality of U.S. shale drilling, citing Rystad's analysis that shows full-cycle breakeven oil prices are now around $62.50 per barrel—higher than current WTI prices. He critiques misleading half-cycle economics and warns that current drilling may be unsustainable. Tanner also covers the IMO's new emissions penalties for global shipping, the release of a cost calculator for compliance, and falling oil demand forecasts from the IEA amid rising recession fears. Conventional, vertical drilling may offer more profitable opportunities ahead.Highlights of the Podcast 00:00 - Intro01:19 - Free calculator launched for shipowners to navigate IMO's new green deal03:58 - Lower Oil Prices Threaten Permian Basin Growth08:44 - Markets Update10:37 - OutroPlease see the links below or articles that we discuss in the podcast.Free calculator launched for shipowners to navigate IMO's new green dealLower Oil Prices Threaten Permian Basin GrowthFollow 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 several key energy topics. They delve into David Blackman's opinion on using reconciliation to streamline permitting reforms for energy projects, emphasizing the need for regulatory updates. The UK's growing skepticism towards Chinese investments following a steel rescue is also covered, alongside the impact of tariffs on the energy storage market. Additionally, the discussion touches on the complexities of falling oil prices, the potential economic effects of a global recession, and declining oil consumption forecasts. The episode concludes with a look at market trends, including rig count drops and oil price fluctuations.Highlights of the Podcast 00:00 - Intro01:533 - DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION07:00 - UK Will Be More Skeptical of Chinese Investment After Steel Rescue10:14 - The energy storage market is getting clobbered by the tariff wars.11:38 - Why Falling Oil Prices Are Not Always Good News18:25 - Markets Update20:54 - Rig Counts Update21:44 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINIONUK Will Be More Skeptical of Chinese Investment After Steel RescueThe energy storage market is getting clobbered by the tariff wars.Why Falling Oil Prices Are Not Always Good NewsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discuss these issues, highlighting the potential long-term impact on the oil and gas industry. The oil market has been highly volatile, with prices fluctuating between $55 and $62 per barrel, driven by President Trump's tariffs and global trade tensions. The uncertainty is fueled by concerns over a potential recession, with lowered future demand projections from OPEC and other industry forecasts. The tariffs aim to right-size trade and encourage negotiations, particularly with China, while countries like India and the EU are increasingly aligning with the U.S. as they move away from China's influence. Amidst this turmoil, oil companies must adapt to price swings, ensuring their investments are resilient. Highlights of the Podcast 00:00 - Intro02:19 - Trump Tariffs Threaten UK Economic Stability07:51 - Trump Threatens 50% More China Tariffs, Teases Talks With Others09:57 - South Africa needs all the products and transportation fuels that renewables cannot provide13:14 - Trump to sign executive orders aimed at reviving coalHow does the steel market feel about Trump's Tariffs?16:09 - Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates26:40 - OutroPlease see the links below or articles that we discuss in the podcast.Trump Tariffs Threaten UK Economic StabilityTrump Threatens 50% More China Tariffs, Teases Talks With OthersSouth Africa needs all the products and transportation fuels that renewables cannot provideTrump to sign executive orders aimed at reviving coalHow does the steel market feel about Trump's Tariffs?Oil Prices Drop to Lowest Level Since Pandemic as Trade War AcceleratesFollow 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 impact of current events on the energy market. They cover the surge in data center demand and utility investments, the potential revival of coal through President Trump's executive orders, and the fluctuating oil prices amid ongoing trade wars and tariffs. They highlight the influence of global factors such as the U.S.-China trade tensions and the role of India in global oil imports. The conversation also touches on the stability of the energy market, with insights into the challenges and opportunities facing the oil and gas industry.Highlights of the Podcast 00:00 - Intro02:16 - Data Center Boom Sparks Utility Spending—But How Real Is the Demand?04:41 - How will the President Trump Executive Orders Make Coal Beautiful 08:00 - Again?5 environmental facts about the beautiful American clean coal comeback10:35 - Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates22:10 - OutroPlease see the links below or articles that we discuss in the podcast.Data Center Boom Sparks Utility Spending—But How Real Is the Demand?How will the President Trump Executive Orders Make Coal Beautiful Again?5 environmental facts about the beautiful American clean coal comebackOil Prices Drop to Lowest Level Since Pandemic as Trade War AcceleratesFollow 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 breaks down the economic turbulence sparked by Trump's sweeping tariffs, including a 10% tariff on UK goods and a nearly 100% effective tariff on EV batteries from China. He highlights global concern over rising prices, job losses, and market volatility, while questioning whether the move is about economic strength or managing national debt. He also covers oil's dramatic price drop below $60, driven by OPEC+ production hikes and bearish market sentiment, warning that sustained low prices could stifle U.S. drilling and shake up the energy sector.Highlights of the Podcast 00:00 - Intro01:50 - Trump Tariffs Threaten UK Economic Stability07:22 - EV Battery Costs Set For Sharp Rise On Trump's Tariffs11:30 - Markets Update14:58 - Rig Count Update17::20 - Outro Please see the links below or articles that we discuss in the podcast.Trump Tariffs Threaten UK Economic StabilityEV Battery Costs Set For Sharp Rise On Trump's TariffsOil Price in Freefall Reorders Global Energy LandscapeFollow 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, Michael Tanner and Stuart Turley tackle the global energy landscape, highlighting soaring electricity costs in Europe driven by expensive LNG imports and the political consequences of energy scarcity. They discuss regime shifts, Trump's energy strategies, the flawed hydrogen hub rollout, and the potential end of the Permian oil boom. The duo also critiques the orphan well cleanup funding inefficiencies, explores the looming crisis of aging wind and solar farms, and calls for smarter, market-driven energy policy reforms. Key themes: energy dominance, geopolitical tension, and the cost of going green.Highlights of the Podcast 00:00 - Intro01:31 - Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersWhy the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers04:13 - Trump admin considers killing big energy projects in Dem states07:57 - Norway's Oil Fund to Buy Stakes in Offshore Wind for $1.5 Billion09:28 - Peak Permian Production – Is it near or is it past already?12:17 - Beijing looks to put the brakes on the sale of Hutchison Ports14:27 - New House Bill Axes Renewable Fuel Standard Over Eco Harm And Higher Gas Prices16:24 - Trump halts historic orphaned well-plugging program23:37 - OutroPlease see the links below or articles that we discuss in the podcast.Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersWhy the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersTrump admin considers killing big energy projects in Dem statesNorway's Oil Fund to Buy Stakes in Offshore Wind for $1.5 BillionPeak Permian Production – Is it near or is it past already?Beijing looks to put the brakes on the sale of Hutchison PortsNew House Bill Axes Renewable Fuel Standard Over Eco Harm And Higher Gas PricesTrump halts historic orphaned well-plugging programFollow 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 Stu Turley dive into key headlines including a coal plant implosion making way for an AI data center, Trump's shifting stance on Putin, Colorado's move to classify nuclear as clean energy, and the halting of a $4.7B orphan well plugging program—highlighting flaws in the current P5 licensing system and bond requirements. They also touch on market trends, a major Chevron-Tokyo Gas asset deal, and the looming issue of retiring wind and solar farms. Full of insight, energy market updates, and a hint of humor, it's a can't-miss roundup.Highlights of the Podcast 00:00 - Intro02:36 - A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center – WSJ05:37 - It's Time for Trump to Get Tough With Putin – or get a new team and understand what is imporant to Putin07:47 - Colorado's First Step Towards Energy Sobriety09:55 - Trump halts historic orphaned well-plugging program19:24 - Markets Update20:41 - EIA Crude Oil Inventories21:28 - Double Eagle V Gets Bump22:28 - Chevron Announces Sale of Majority Interest in its East Texas Gas Assets26:45 - OutroPlease see the links below or articles that we discuss in the podcast.A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center – WSJIt's Time for Trump to Get Tough With Putin – or get a new team and understand what is imporant to PutinColorado's First Step Towards Energy SobrietyTrump halts historic orphaned well-plugging programFollow 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 explore key energy developments, including President Trump's potential impact on energy projects, particularly in Democratic states, and the continued fossil fuel investments by BP, Shell, and Exxon despite underwhelming returns from green energy. They highlight Alaska's efforts to restore oil and gas leasing, with support from Native Alaskan tribes, and the geopolitical dynamics shaping global energy markets. The hosts also discuss upcoming tariffs, their potential effects on trade imbalances, and how they might influence the energy sector. The episode wraps up with insights on oil market trends and expectations for President Trump's upcoming announcements.Highlights of the Podcast00:00 - Intro02:20 - Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers05:05 - BP, Shell, and Exxon Signal One Thing: Oil Isn't Going Anywhere07:20 - Trump admin considers killing big energy projects in Dem states11:04 - Alaskan Tribes ‘Applaud' Interior's Move To Restore Oil And Gas Leasing13:04 - Trump's Trade Tactics Are Driving New LNG Deals16:42 - Markets Update18:38 - Rig Count Overview18:53 - Energy trader Vitol eyes $3 billion sale of US shale producer, sources say20:11 - OutroPlease see the links below or articles that we discuss in the podcast.Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersBP, Shell, and Exxon Signal One Thing: Oil Isn't Going AnywhereTrump admin considers killing big energy projects in Dem statesAlaskan Tribes ‘Applaud' Interior's Move To Restore Oil And Gas LeasingTrump's Trade Tactics Are Driving New LNG DealsFollow 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 highlights a global energy pivot as major stories unfold: Heathrow's biofuel-powered backup fails during a power outage, spotlighting Net Zero vulnerabilities; Europe's oil giants like Equinor and Shell retreat from green pledges; Trump vows to reopen U.S. coal plants, citing energy security and global competition; China and India surge ahead with coal-fired power; and BP's megadeal in Iraq signals renewed Western oil interest in the Middle East. Meanwhile, Canada faces pressure to follow U.S. deregulation trends or risk falling behind in energy investment.Highlights of the Podcast00:00 - Intro01:33 - The UK's Heathrow Power Outage sheds light on Net Zero Policies05:19 - Big Oil Retreats: Europe's Energy Giants Ditch Green Pledges08:34 - Trump Moves To Reopen Coal Plants, Citing U.S. Energy Needs And Global Competition11:01 - Coal Coal Baby15:10 - Canada's looming decision: US' EPA Deregulatory Actions will force Canada's hand – be competitive or be left behind19:05 - With BP's Megadeal Approved, Is the West Back in Iraq?22:16 - TotalEnergies CEO Not Ruling Out Return of Nord Stream Gas Pipelines24:24 - OutroPlease see the links below or articles that we discuss in the podcast.The UK's Heathrow Power Outage sheds light on Net Zero PoliciesBig Oil Retreats: Europe's Energy Giants Ditch Green PledgesTrump Moves To Reopen Coal Plants, Citing U.S. Energy Needs And Global CompetitionCoal Coal BabyCanada's looming decision: US' EPA Deregulatory Actions will force Canada's hand – be competitive or be left behindWith BP's Megadeal Approved, Is the West Back in Iraq?TotalEnergies CEO Not Ruling Out Return of Nord Stream Gas PipelinesFollow 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 special field edition of Energy News Beat Podcast Daily StandUp, Michael Tanner and Stuart Turley report live from an active oil field in Texas, covering top energy headlines, including the potential return of Nord Stream gas pipelines, shifting climate policies, and volatile oil markets. They discuss industry insights, crude inventory updates, and market trends while highlighting the latest from Energy News Beat. Tune in for expert analysis, energy investment tips, and a behind-the-scenes look at the American energy landscape.Highlights of the Podcast00:01 - Intro01:19 - TotalEnergies CEO Not Ruling Out Return of Nord Stream Gas Pipelines03:30 - Climate Crusade Crumbles As Public Skepticism Grows07:13 - Oil Prices Surge to Three-Week High on Supply Concerns08:05 - Crude Oil Inventories#EnergyNews #OilAndGas #NordStream #ClimatePolicy #CrudeOil #MarketTrends #InvestInEnergy #EnergyUpdates #EnergyTalk #FossilFuelsPlease see the links below or articles that we discuss in the podcast.Coal Coal BabyBritish Oil Sector Hinges on Shell's FutureHeathrow blackout after substation fire highlights infrastructure vulnerabilityCanada's looming decision: US' EPA Deregulatory Actions will force Canada's hand – be competitive or be left behindDAVID BLACKMON: Tesla Could Be On The Brink Of ‘Blackberry Moment'Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show

In this episode of Energy News Beat Podcast, Michael Tanner and Stuart Turley break down the latest in energy and finance. They discuss major foreign investments in the U.S. since Trump took office, the Biden EPA's overstated climate costs, Alaska's push for South Korean LNG investors, BP's mega deal in Iraq, and the impact of climate lawfare on federal energy policy. Plus, insights into oil markets, crude inventories, and geopolitical shifts in energy.Highlights of the Podcast00:00 - SoftBank's $100B investment & Nippon Steel's bid for U.S. Steel under FTC review02:20 - Foreign investments in the U.S.: UAE's $1.4T, Saudi Arabia's $600B, Japan's Nippon Steel deal05:39 - Biden EPA overstating climate costs & the hidden benefits of CO208:13 - Alaska's $44B LNG project seeking South Korean investors10:06 - BP's $25B Iraq oil deal: Is the West back in Iraq?12:14 - U.S. states using climate lawfare to undermine federal energy push14:02 - Market updates: S&P 500, Tesla's rebound, oil & gas price movements19:06 - Ukraine-Russia maritime energy truce & its market impact21:46 - API crude oil inventory draw & its effect on oil prices#OilMarkets #EnergyNews #LNG #Investing #CrudeOil #ClimatePolicy #NaturalGas #OPEC #StockMarket #GeopoliticsPlease see the links below or articles that we discuss in the podcast.Coal Coal BabyBritish Oil Sector Hinges on Shell's FutureHeathrow blackout after substation fire highlights infrastructure vulnerabilityCanada's looming decision: US' EPA Deregulatory Actions will force Canada's hand – be competitive or be left behindDAVID BLACKMON: Tesla Could Be On The Brink Of ‘Blackberry Moment'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 - Week Recap, the hosts, Michael Tanner and Stuart Turley, covered a range of significant developments, including the EPA's plan to roll back Biden- and Obama-era regulations to reduce energy costs and boost U.S. power, President Trump's push for a peace agreement with Russia on Ukraine, and his stance on using the Federal Reserve's leverage. Meanwhile, Germany's first offshore wind farm, after only 15 years, is being dismantled due to unprofitability. Trump also removed a license that allowed Chevron to operate in Venezuela, which could boost the black market in oil exports. These topics highlight ongoing shifts in energy policy and geopolitics.Highlights of the Podcast00:00 - Intro01:09 - EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power03:33 - Will Trump Use the Federal Reserve as Leverage, Too?05:49 - After Only 15 Years Of Operation, Germany's First Offshore Wind Farm Being Scrapped07:47 - Trump Says He'll Speak With Putin Tuesday on Ukraine Truce Push08:58 - Trump and Putin Conclude Phone Call as US Pushes Ceasefire11:05 - Harold Hamm: ‘Drill, Baby, Drill' Needs $80 Oil – Or as Stu says, “Drill baby Drill when fiscally responsible”15:09 - Chevron Out, Black Market In? The Fallout of U.S. Sanctions on Venezuela21:44 - OutroPlease see the links below or articles that we discuss in the podcast.EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American PowerWill Trump Use the Federal Reserve as Leverage, Too?After Only 15 Years Of Operation, Germany's First Offshore Wind Farm Being ScrappedTrump Says He'll Speak With Putin Tuesday on Ukraine Truce PushTrump and Putin Conclude Phone Call as US Pushes CeasefireHarold Hamm: ‘Drill, Baby, Drill' Needs $80 Oil – Or as Stu says, “Drill baby Drill when fiscally responsible”Chevron Out, Black Market In? The Fallout of U.S. Sanctions on VenezuelaFollow 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 headlines, including the impact of U.S. sanctions on Venezuelan oil, Trump's meeting with oil CEOs amid market turmoil, and a potential U.S. natural gas boom due to increased withdrawals. He discusses oil market dynamics, the Fed's decision to maintain interest rates, and geopolitical factors affecting energy prices, including tensions in the Middle East and Russia-Ukraine conflicts. He also touches on M&A activity in the oil sector, emphasizing market uncertainty. Finally, he promotes Energy Newsbeat's resources and sponsors before signing off.Highlights of the Podcast00:00 - Intro01:07 - Chevron Out, Black Market In? The Fallout of U.S. Sanctions on Venezuela07:42 0 Trump to Meet Oil CEOs Amid Market Turmoil11:55 - Price Rally Sets The Stage for U.S. Natural Gas Boom15:19 - Markets Update16:29 - Petroleum Status Update18:07 - OutroPlease see the links below or articles that we discuss in the podcast.Chevron Out, Black Market In? The Fallout of U.S. Sanctions on VenezuelaTrump to Meet Oil CEOs Amid Market TurmoilPrice Rally Sets The Stage for U.S. Natural Gas BoomFollow 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 covered a range of topics. They discussed the EPA's deregulatory actions under Trump, aiming to boost American energy independence by overturning Obama-era regulations. They highlighted Trump's efforts to reshape the renewable sector and secure critical minerals, amidst geopolitical tensions. They also delved into Guyana's booming oil exports to Europe and Putin's strategies to increase Russian gas sales despite geopolitical challenges. The episode concluded with insights on current market trends in oil, natural gas, and geopolitical impacts on energy prices.Highlights of the Podcast00:00 - Intro01:16 - EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power03:41 - Trump Energy Policies Reshape Renewables Sector06:05 - Will Trump Use the Federal Reserve as Leverage, Too?08:22 - Guyana's Oil Exports Skyrocket—And Europe's Refiners Love It10:11 - Putin Wants to Sell More Russian Gas to Europe. Can He?13:52 - Markets Update15:25 - U.S. Rig Count Stalls as Oil Prices Keep Drillers in Check19:14 - OutroPlease see the links below or articles that we discuss in the podcast.EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American PowerTrump Energy Policies Reshape Renewables SectorWill Trump Use the Federal Reserve as Leverage, Too?Guyana's Oil Exports Skyrocket—And Europe's Refiners Love ItPutin Wants to Sell More Russian Gas to Europe. Can He?U.S. Rig Count Stalls as Oil Prices Keep Drillers in CheckFollow 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 break down top energy headlines, including South Dakota banning eminent domain for CO₂ pipelines, Trump's tariffs squeezing U.S. oil refiners, and the uncertain future of U.S. LNG dominance. They discuss India's new coal trading exchange and the looming retirement of over half of steam LNG carriers by 2030. Scott Sheffield's revelation about Pioneer's dwindling shale inventory raises alarms about long-term production. They wrap up with oil price trends, recession risks, and shifting industry investments, highlighting the urgent need for innovation and strategic energy planning.Highlights of the Podcast00:00 - Intro01:18 - South Dakota Bans Using Eminent Domain For Carbon Dioxide Pipelines03:12 - Trump Tariffs Threaten U.S. Oil Refiners06:07 - U.S. LNG's Kingmaker Status Has an Expiration Date09:22 - India Plans Coal Trading Exchange as Domestic Supply Soars10:45 - Drewry: more than half of steam LNG carriers to be scrapped by 203014:06 - Markets Update16:56 - Pioneer Natural CEO Scott Sheffield on Trump's tariffs, impact on steel business and oil prices22:42 - OutroPlease see the links below or articles that we discuss in the podcast.South Dakota Bans Using Eminent Domain For Carbon Dioxide PipelinesTrump Tariffs Threaten U.S. Oil RefinersU.S. LNG's Kingmaker Status Has an Expiration DateIndia Plans Coal Trading Exchange as Domestic Supply SoarsDrewry: more than half of steam LNG carriers to be scrapped by 2030Follow 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 cover key energy and market updates, including Chris Wright's push to refill the SPR, Canada's tariff warning to the U.S., and China's continued import of Iranian oil despite sanctions. They discuss Europe's energy stance amid geopolitical tensions, the undervalued natural gas boom, and OPEC's plan to increase oil supply. Market movements, oil prices dropping due to trade uncertainty, and the impact of tariffs on U.S. energy companies are also highlighted. They wrap up with insights on rig counts, industry trends, and expectations for the coming weeks.Highlights of the Podcast00:00 - Intro01:43 - Chris Wright Moves to Refill The Strategic Petroleum Reserve05:03 - Canada's Final US Energy Tariff Warning to Donald Trump – “A Snow Mexican Standoff”07:22 - Sanctions Are Tangling, Not Stopping, China's Iran Oil Trade09:05 - Heavy Industry Is Europe's Trump Card11:14 - The Undervalued Energy Boom: Why Natural Gas and Commodities Are Set to Skyrocket14:17 - Markets Update17:59 - Rig Count Update19:03 - OutroPlease see the links below or articles that we discuss in the podcast.Chris Wright Moves to Refill The Strategic Petroleum ReserveCanada's Final US Energy Tariff Warning to Donald Trump – “A Snow Mexican Standoff”Sanctions Are Tangling, Not Stopping, China's Iran Oil TradeHeavy Industry Is Europe's Trump CardThe Undervalued Energy Boom: Why Natural Gas and Commodities Are Set to SkyrocketFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discussed various energy topics, emphasizing Trump administration policies on natural resources and LNG exports. They highlighted the potential of critical minerals and the challenges in maintaining LNG export growth amid global competition. The conversation touched on rising natural gas prices, infrastructure needs for LNG, and the implications of energy policies in New York and Germany. Overall, they foresee significant geopolitical and economic impacts from these energy dynamics.Highlights of the Podcast00:00 - Intro01:12 - Trump's Energy Czar Has Plan to ‘Map, Baby, Map' US Oil Bounty03:49 - U.S. LNG Exports Surge But Long-Term Growth Uncertain06:22 - Natural Gas Prices Surged 160%—And They're Not Coming Down Soon08:04 - AGDC: market interest in Alaska LNG continues to rise10:08 - NY's Net Zero Dream Unravels As Utopian Climate Plans Face Lawsuit Woes12:04 - Civitas Resources, Inc. Reports Fourth Quarter and Full Year 2024 Results13:29 - Restarting Germany's Nuclear Reactors15:40 - OutroPlease see the links below or articles that we discuss in the podcast. Trump's Energy Czar Has Plan to ‘Map, Baby, Map' US Oil BountyU.S. LNG Exports Surge But Long-Term Growth UncertainNatural Gas Prices Surged 160%—And They're Not Coming Down SoonAGDC: market interest in Alaska LNG continues to riseNY's Net Zero Dream Unravels As Utopian Climate Plans Face Lawsuit WoesRestarting Germany's Nuclear ReactorsFollowStuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –