Energy News Beat Podcast

This interview on the Energy News Beat Podcast, Conversations in Energy with Stu Turley, has a globally impactful discussion around oil and leadership.In this wide-ranging discussion, Doug Sandridge, the founder of Oil and Gas Executives for Nuclear, shares his firsthand observations from a recent 16-day trip to Saudi Arabia. Sandridge provides a fascinating insider's perspective on the dramatic changes transforming Saudi society and the country's energy landscape.From the openness and modernization of Saudi cities to the kingdom's strategic shift towards developing its natural gas resources and renewable energy, Sandridge paints a picture of a nation rapidly evolving. The conversation also delves into the critical importance of the U.S.-Saudi relationship, as well as the broader global energy dynamics at play. Sandridge offers insights on the misconceptions around an "energy transition" away from fossil fuels, the volatility in oil markets, and Saudi Arabia's historical role as a stabilizing force.This interview offers a unique window into the shifting sands of the energy world, with Saudi Arabia emerging as a pivotal player on the global stage.As Stu Turley has been talking about, Saudi Arabia is critical to the new trading blocs and to new markets for growth. The new trading blocs are critical, and oil, gas, and nuclear are at the forefront. Providing the lowest-cost energy with the least environmental impact is critical.Check out Oil and Gas Executives for Nuclear: https://executives4nuclear.com/Also Connect with Doug on his LinkedIn here: https://www.linkedin.com/in/douglas-c-sandridge-63996312/Subscribe to his Substack here: https://douglascsandridge.substack.com/Check out the video from the trip: https://theenergynewsbeat.substack.com/00:00 Doug Sandridge's trip to Saudi Arabia and observations about the country's changes:09:00 Evolution of global energy markets and policies10:18 Start of Saudi Arabia's oil :23:25 Pictures of the trip Ottoman Empire33:01 Saudi appears to want price stability40:44 Return to supply and demand pricing43:59 Energy Addition, not Energy Transition

You won't want to miss this episode of the Energy News Beat Podcast, where Michael Tanner and Stu Turley cover some of the biggest stories in the energy markets today. The main topics discussed in this podcast are:1. The oil and gas industry, particularly the challenges faced by oil producers due to low oil prices. This is evidenced by the discussion around Harold Ham's comments about the need to stop drilling when profit margins are low.2. Geopolitical issues related to Venezuela, including the U.S. intervention and its impact on oil production and exports. The hosts discuss how this has affected Exxon's operations in neighboring Guyana.3. Developments in the Canadian oil and gas sector, including the increasing trade ties between Canada and China, as well as the potential impact on Canada's energy exports.4. Mergers and acquisitions in the U.S. shale industry, specifically the potential deal between Devon Energy and Coterra Energy, and the strategic rationale behind such consolidation.5. Technological advancements in oil and gas exploration and production, such as the use of lasers for deep well drilling.6. The broader geopolitical landscape and the shifting power dynamics, as discussed in the context of Mark Carney's comments on a "new world order". This will not end well for Carney. Time Stamps:00:17 Challenges facing oil producers due to low oil prices 04:42 Why Exxon and Chevron are holding stock prices up while oil is down09:25 USGS discovers new oil and gas deposits in Texas13:18 Carney's Canadian carnage - what did he mean by new world order?19:01 US seizes another dark fleet tanker21:01 Finance Section and M&A dealsAll of the stories covered can be found at https://theenergynewsbeat.substack.com/and https://energynewsbeat.co/1.Harold Hamm Says There Is No Need to Drill at $58 per Barrel2.Why Chevron and Exxon are Holding Their Stock Price Even When Oil is Holding at $60 to $65?3.USGS Unveils Massive Undiscovered Oil and Gas Resources in Texas’ Permian Basin4.Mitsubishi Enters U.S. Shale With $5.2 Billion Haynesville Gas Deal: What Does This Mean for Investors and Consumers?5.Carney’s Canadian Carnage: What He Means By a ‘New…world…order’ – David Blackmon6.US Seizes Another Dark Fleet Tanker: Tightening the Grip on Sanctioned Oil FlowsShout out to Steve Reese and Reese Energy Consulting for Sponsoring the Energy News Beat Stand UP Podcast.

The old way of doing business would not have changed the global markets.What a day on the news Desk! In this edition of the Energy News Beat Stand Up, we cover several key stories.1. How President Trump changed the global oil market and his actions regarding Venezuela’s oil exports. The transcript discusses how the Trump administration captured Venezuela’s President Maduro and used new financial mechanisms to bypass the old system and fund Venezuela’s oil exports.Add to the mix that OPEC is looking to change the pricing models and matrices to use production and refinery demand, oh, like going back to supply and demand basics. As OPEC and OPEC+ were unable to increase production even with higher quotas last year. How is OPEC going to handle the pricing when President Trump’s Administration is managing the flow of oil for one of its members? Is the US now a de facto member of OPEC?The New Financial System Can Change the Entire Oil MarketSo the new financial mechanisms put in place are now accelerated through the use of Qatar’s banking and the funding of Venezuelan oil money to bypass the old system, royalties, and ownership claims, all through a veil of legal protections.Norway’s decision to award 57 new offshore oil and gas exploration permits reversed its previous plans to shut down the industry. The transcript highlights Norway’s commitment to maintaining high levels of oil and gas production.3. The potential implications if the U.S. were to leverage its NATO membership to purchase Greenland. The transcript discusses the high financial and military costs Europe would face if the U.S. were to leave NATO. President Trump would not have to go to war if he cut a deal with them.Pay them in royalties, and it would be a slam dunk.4. A study showing that New England ratepayers could save $400-700 billion by replacing wind, solar, and nuclear power with natural gas and nuclear power.5. Tesla’s progress in building a lithium refinery in Texas that will produce enough battery-grade lithium to power around 1 million electric vehicles per year. This is an outstanding story about cleaner lithium, done in Texas, which is one of the reasons I watch Tesla Stocks.Time Stamps'00:27 Sale of Venezuelan Oil, new markets in control05:10 Norway ads 57 Drilling permits and expands oil and gas07:12 What if President Trump uses NATO Membership as leverage for Greenland?10:25 New England Rate Payers would save 700 Billion getting rid of wind and solar13:30 Testla Lithium Refinery online17:33 Stock ChartsFull Podcast Video Stand Up Ad-Free for our Podcast ListenersStories and their links:1.How President Trump Changed the Global Oil Market and Sold Venezuelan Oil2.Norway Awards 57 Drilling Permits in Offshore Oil, Gas Exploration Round3.What If President Trump Uses NATO Membership as Leverage to Buy Greenland?4.New England Ratepayers Would Save Up to $700 Billion Replacing Wind, Solar with Natural Gas, Nuclear5.Tesla Lithium Refinery Steps Up to the Plate and Hits a Home Run for Energy Dominance in North AmericaTomorrow I am interviewing Doug Sandridge, Oil and Gas Executives for Nuclear Founder, who just got back from Saudi Arabia. We are going to talk about their latest news and what is going on with oil.Thanks to Steve Reese and the Reese Energy Consulting Group for Sponsoring the Energy News Beat Podcast in 2026.

There are wild changes in the oil and gas markets right now. Michael Tanner and Stu Turley cover the Iranian Revolution, key points about Venezuela, and the shift in markets following the US decision to allow the sale of Venezuelan oil on the open market. This has a second-order effect on the U.S. Dollar: the control of the oil markets and the question of whether China will buy oil from the US at market prices rather than the old Dark Fleet-reduced prices.Don't forget that Energy Security starts at home, but Energy Dominance comes from Exports. And now, Energy Dominance can come from controlling export markets. We have to wonder how OPEC and OPEC+ will respond as we are facing some of the most significant changes in the oil and gas markets we have seen in decades.1. The potential impact of the ongoing revolution in Iran on global oil markets and prices. The hosts discuss how a disruption in Iran's oil exports could lead to a spike in oil prices, potentially up to $80 per barrel in the short term.2. The executive order signed by President Trump to safeguard Venezuela's oil revenues for the benefit of the U.S. and Venezuela. The hosts discuss the key provisions of the order and the reactions from oil executives.3. China's evolving oil and gas production and import trends, and how this could impact global energy markets, particularly with the upcoming Siberia 2 pipeline that will supply more Russian gas to China.4. The potential political implications of high energy prices in the U.S. and how this could impact the upcoming midterm elections, with the hosts discussing a report on how Republican policies could be more favorable for energy affordability.1.How Will a Revolution in Iran Impact the Global Oil Markets? Could Iraq potentially also be an influence?2.President Trump Signs Executive Order on Venezuelan Oil: Safeguarding Revenues for American and Venezuelan Benefit3.Don’t Count the U.S. Dollar Out Yet: Venezuela Was the Key4.China’s Oil and Gas Drilling Program Improvements Are Now Capable of Impacting Markets5.DAVID BLACKMON: New Study Shows How GOP Can Win On Affordability Issue6: 2026 Rig Count Starts Out on a Down NoteCheck out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/Time Stamps:00:19 Iran's revolution02:33 Michael disagrees with the impact on oil04:15 Venezuela and the impact on the oil markets11:46 Key Market insights with the US Dollar being traded14:56 China's internal oil and gas production18:12 Energy Security starts at home

As we roll into the midterms, the Democrats are already rolling out "Affordability" as a key battle cry. Well, the facts show that the average blue state pays an estimated 37% more for electricity than the average red state.This podcast went out on the Energy Impacts Podcast with David Blackmon and the Energy News Beat Podcast with Stu Turley. Tom Pyle, the CEO of the Institute for Energy Research, lays out the article linked below, and it is very clear. Energy Policies account for the greatest increases in energy costs.The main topics discussed in this podcast are:1. Electricity and energy prices in the United States, particularly the higher costs in "blue" (Democratic-leaning) states compared to "red" (Republican-leaning) states. The transcript discusses a report by the Institute for Energy Research called "Blue States High Rates" that analyzes this trend.2. The impact of renewable energy policies and mandates, such as renewable portfolio standards, on electricity prices. The transcript argues that these policies, combined with the forced closure of traditional baseload power sources like coal and nuclear, have driven up costs in certain states.3. The challenges faced by states like California and New York in maintaining reliable and affordable energy supplies due to their aggressive climate and renewable energy policies. The transcript discusses issues like the closure of refineries, reliance on imported energy, and the difficulties in building new natural gas pipelines.4. The role of the federal government, particularly the Trump administration, in energy policy decisions and their impact on electricity prices. This includes topics like the EPA's endangerment finding and the potential benefits of rescinding it.5. The broader political and ideological divide between "red" and "blue" states on energy and climate policy, and how this translates into differences in electricity affordability for consumers.01:25 Intro to the main topic of Blue State and High Rates02:23 Tom Pyle, breaks down the report07:16 Wind and solar in Texas08:43 Graphic on costs in blue vs. red states14:25 transmission lines and costs17:24 California and its Energy Crisis21:02 Energy Policy defines electricity rates26:54 Jones Act and LNG Tankers37:33 Carbon Taxes and Net Zero#energynewsbeat #netzero #democrats Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/thomasjpyle/Check out the IER Institute for Energy Research https://www.instituteforenergyresearch.org/the-grid/blue-states-high-rates/Full Transcript will be https://energynewsbeat.co/conversationwithstu/Full Video with no commercials will be https://theenergynewsbeat.substack.com/

There is a bright future for the United States and Venezuela, but it could be a bumpy ride. 1. President Trump's efforts to restore prosperity, safety, and security in Venezuela. This includes the US government working with interim Venezuelan authorities and private industry to market Venezuelan crude oil in the global marketplace, with the proceeds going to US-controlled accounts.2. Secretary of Energy Chris Wright's plans and vision for the US energy market, including promoting domestic rare earth production, addressing challenges facing the US electrical grid, and his views on nuclear power and the "energy edition" rather than an "energy transition".3. The impact of US military action in Venezuela on the country's power grid, and the challenges of stabilizing and rebuilding it.4. The sale of Venezuelan oil to the US, including the use of the "dark fleet" of tankers and the potential circumvention of the Jones Act.5. The cancellation of green energy and climate funding by the US Department of Energy, which the speaker views as addressing "graft and greed" in these programs.6. The analysis of the current state of the energy markets, including oil, natural gas, and utility stock prices.Time Stamps00:29 Intro02:19 The US has started marketing Venezuelan Oil 03:20 Secretary Chris Wright at the Goldman Sachs Energy Conf.05:58 Robert Bryce on the Venezuela Grid08:43 Bela 1 Dark Fleet Tanker - More to the Story11:53 Green Energy Definition -and cancellation of funds14:36 Markets, Brent and WTI1.President Trump is Restoring Prosperity, Safety and Security for the United States and Venezuela2.Goldman Sachs MD Neil Mehta speaks to Energy Sec. Chris Wright at energy conference3.Maduro’s Gone. The Blackouts Aren’t. – Robert Bryce on Substack4.Venezuelan Oil to Be Sold by the United States Amid Enforcement of Dark Fleet Sanctions -There is more to the Story5.Green Energy and Climate Funding Canceled by the Energy Department – Saving Millions

This was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show. Doomberg has been elevated to “National Treasure Status” by Stu Turley and The Energy News Beat Podcast team. Our great guests help us reach #3 in FeedSpot's Top 70 Energy Podcasts in the world.Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me.Here are the key points we cover.1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US.2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela’s oil assets.3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources.4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats.5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don’t rule out Gavin, as he could be in the running if we don’t fix our elections and adopt same-day paper ballots.Interesting Doomberg Moments1. “The physical global energy markets are extraordinarily well supplied. As we’re talking today... Newcastle coal, 107 bucks a million BTU, that’s doing nothing. Landed LNG in Europe is 963. Henry Hub natural gas is about three-quarters of a Big Mac, and an ounce of silver will buy you a barrel of oil and some change.” - DoombergThis quote highlights the current oversupply and low prices across various energy commodities.2. “China has been buying a million extra barrels a day all year for most of 2025 and stuffing it into their strategic reserves.” - DoombergThis quote suggests China is aggressively building up its strategic oil reserves, which could impact future oil market dynamics.3. “If natural gas were to spike on AI demand, say, you could see drillers drilling for gas and dumping the crude oil onto the market, the way they’re drilling for crude oil and dumping the gas onto the markets now, if that ever pivots.” - DoombergThis quote discusses the potential for producers to shift their focus between oil and gas production in response to market conditions.4. “There is no such thing as a Republican in D.C. There’s the uniparty. There’s Mega on the right, and Bernie on the left. And the middle is the same party. Look, there is no distinction between Mitch McConnell and Chuck Schumer, I hate to break it to you. It’s all phony.” - DoombergThis quote expresses a cynical view of the U.S. political system, suggesting there is no meaningful ideological difference between the two major parties.5. “Trump is a disruptor to that. Look, there’s a Republican party at the state level and at local levels, but not in D.C. No. Ted Cruz isn’t a Republican.” - DoombergThis quote further elaborates on Doomberg’s view of Trump as a disruptive force against the established political order in Washington.I am hopeful that we get our elections fixed, but unfortunately, I believe Doomberg is right yet again. The Uni Party is alive and well, and it really saddens me.A shout-out to David Blackmon and his industry leadership and writing. It is an honor to have him share time with Doomberg.We have some more great CEO, and I am getting ready to interview some folks on the Texas ERCOT grid, and we have more articles we are working on. We will be interviewing Doug Sandridge, who will be returning from Saudi Arabia next week, and he will have some insights into the global oil and gas markets.Thanks again to our patrons, subscribers, and readers on all of our platforms.Please reach out and subscribe to Doomberg atDoombergA lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.Subscribe to the Energy News Beat Substack Here:The full transcript will be at https://energynewsbeat.co/Discussion about this episodeTime Stamps: 01:57 Doomberg: Where is the oil glut06:05 China is buying oil, and are they preparing for war?12:50 Venezuela and the oil impact26:11 Canada and great subscribers41:58 Doomberg's methodology

The winners are the Venezuelan people, and they are happy. The losers are the Canadians, and then there are the US Congress members who took political contributions from Maduro. Will he be cutting a deal with Pam Bondi in New York? The main topics discussed in today's Energy News Beat are1. The capture of Venezuelan President Nicolas Maduro and its potential impact on the oil and gas markets. The hosts discuss how this could benefit U.S. oil companies like Chevron, as well as the potential costs and challenges of restoring Venezuela's oil production.2. OPEC's decision to maintain production levels and its commitment to market stability. The hosts analyze how this could impact oil prices and the global energy landscape.3. Allegations of fraud and financial manipulation in China's electric vehicle industry, particularly involving companies like BYD. The hosts discuss the potential fallout from this scandal.4. The Trump administration's order to keep a coal-fired power plant in Colorado operational, despite the state's push for clean energy. The hosts debate the merits and potential consequences of this decision.5. Duke Energy's plans to explore building nuclear capacity in North Carolina, which the hosts view as a positive strategic move for the company.Stories Covered: 1.Maduro Captured, what does this mean for oil markets?2.OPEC+ Country Members Reaffirm Commitment to Market Stability3.The EV Market in China Faces California and Minnesota Levels of Corruption4.Trump Administration Orders Colorado Coal-Fired Power Plant to Stay Open5.Duke Energy Takes First Step toward New Nuclear Build in North Carolina●All stories are on the Energy News Beat site https://energynewsbeat.co/or on Substack https://theenergynewsbeat.substack.com/

Jerry James, President of Artex Oil Company and an Executive Committee Member of Shale Crescent USA, stops by the Energy News Beat Podcast to share some great insights into the reindustrialization of the United States. With new electricity demands from AI, Data Centers, and the reindustrial movement from the Trump Adminstration, backed by huge investments from other countries, the United States is where companies and governments are looking to invest.The trend that Jerry brings up that is so critical is the need for manufacturing to be placed near the power source, and Natural Gas is crucial for manufacturing. Jerry is also spot on, as he points out that you "Can Not Break the Grid" when adding massive amounts of energy sources. It has to be done correctly. As Stu Turley has pointed out, the Grid has to obey the laws of physics and fiscal responsibility.Key Topics include:The growth of China's electricity production and its implications for the US in terms of national security and the AI race. The transcript discusses how China has surpassed the US in electricity production and how this is a national security concern.The reliability and affordability of the US electricity grid. The transcript discusses a Department of Energy study that projects a hundredfold increase in blackouts by 2030 if the current grid is not improved. It also discusses the impact of the 2022 Texas blackouts.The history of energy shortages in the US, particularly the natural gas shortages in the 1970s, and the lessons that can be applied to the current situation.The connection between US manufacturing jobs and energy production. The transcript discusses how US manufacturing jobs have declined in parallel with declines in US oil and gas production.The growth in demand for natural gas and electricity, particularly from industrial and AI-related sources, and the challenges in meeting this growing demand.The challenges in expanding the US energy infrastructure include the time and investment required to build new pipelines and power plants, as well as the regulatory and market structure issues that have hindered this expansion.The energy advantages of the Appalachian region (Ohio, West Virginia, Pennsylvania) in natural gas production present opportunities for industrial growth and reindustrialization.01:27 Introduction and Background02:17 China surpasses the United States in electricity production05:27 Don't break the grid when updating09:00 If you want speed to market, cut the cost of manufacturing14:54 Interest rates and recessions20:04 California was a major energy producer, but is now in a crisis33:36 Spent billions on grid updates with huge increases to consumers.49:58 Billion cubic feet of natural gas in the three states51:54 Long-term contractsCheck out all the great work at the Shale Crescent USA https://shalecrescentusa.com/Thank you for stopping by the podcast, Jerry! Your insights are critical to our United States industrial resurgence. - StuThis is the first podcast from the Energy News Beat team in 2026, and it will help set the course for a great year. We ended the year with fantastic numbers, and FeedSpot ranked the Energy News Beat Podcast #3 globally in the top 70 Energy Podcasts to listen to. We want to thank all of our great guests, listeners, subscribers, and patrons.We have a full lineup of CEOs in the Energy Space. Let us know if you need to get your story in front of our massive audience.

The good news that I told my wife is that we have enough money in the bank to make it to next year. Well, now that it is New Year's Eve, that joke can be funny for about 15 more minutes. Michael and I would love to give all of our listeners, watchers, patrons, and our 2025 Energy News Beat Stand-up sponsor, Steve Reese at Reese Energy Consulting. Without your support, we would not have achieved the significant numbers we reached this year.I would also like to thank all the great guests who have been on the podcast, both on the Stand Up, like David Blackmon, and in our Conversations in Energy group of industry leaders! We are working on a few projects and new things for next year to help improve and keep growing in knowledge and capabilities.It was also very cool to reach the number 3 spot in the world for Energy Podcasts on FeedSpot. Some Key Quotes From the Podcast1. “On average, blue states pay 37% more for electricity than red states. The disparity stems from differing energy policy approaches - net zero versus practicality.” - Stu Turley2. “Policies plus location, you can’t overcome either one of those.” - Michael Tanner3. “The Republicans cannot win the war of our articulation. We will lose in the midterms because the Democrats are going to go after affordability.” - Stu Turley4. “I think we have done the business a slight disservice by focusing not on true exploration and true growth of resources, but how to financially maximize the resources that we have in front of them.” - Michael Tanner5. “Someone is going to make a lot of money handling water specifically in the Permian Basin. The Bakken. There are two places where we’ve seen water-oil ratio skyrocket.” - Michael Tanner6. “If this becomes like the fiber build out of 2000, where we built all of this fiber and nobody used it for five years, natural gas is going to get absolutely pounded and is going to continue to be the widow maker until this stuff figures out.” - Michael TannerStories Covered On the Podcast1.What Should Consumers and Investors Look for in Energy in 2026? Trends will continue of people moving to Red States due to Affordability2.Five Energy Market Trends to Track in 2026: The Year of the So-Called Glut3.California State Auditor Uncovers $70 Billion in Lost Taxpayer Funds: Mismanagement Hits Energy, Social Programs, and Infrastructure4.Offshore pipeline closure risk: the hidden threat to GB energy security5.Saudi Arabia Taking 2026 Energy Leadership Seriously

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Adam Ferrari, CEO of Phoenix Energy, to talk about “American oil” in action—from drilling record-setting four-mile laterals in the Bakken and delivering strong well economics even at $60 oil, to Phoenix’s transparent, yield-focused model that lets everyday investors track real production and returns. Adam shares how Phoenix grew from a small, scrappy mineral-buying team into a 40,000 BOPD operator with ambitions to reach 100,000 BOPD, why long laterals and nimble engineering are key in a soft price environment, and how global capital increasingly sees U.S. barrels as the safest bet for energy security. The conversation also hits on U.S. energy dominance, the role of private mineral ownership, permitting and policy challenges in places like California, and Adam’s broader mission to change public perception of oil and gas as an essential, long-term partner in affordable, reliable energy.Check out Phoenix Energy here: https://phoenixenergy.com/Highlights of the Podcast 00:00 - Intro00:33 – Record 4-Mile Bakken Laterals02:11 – Economics of Longer Laterals04:06 – Bakken Oil vs Gas Mix04:38 – How Phoenix Energy Started07:51 – Foreign Capital & Energy Security10:00 – Oil & Gas vs Wind/Solar Returns12:07 – Peak Oil Demand Pushed Out14:35 – Oil Value & Phoenix at 40k BOPD16:24 – Phoenix’s Transparency Strategy18:36 – Path to 100k BOPD + Powder River21:18 – Engineering Innovations22:53 – North Slope & Global Supply23:58 – California Policy & Mike Umbro26:40 – Private Ownership & U.S. Advantage30:09 – Operating & Living in California35:19 – Politics & Blue-Collar Energy Jobs36:17 – Would Phoenix Drill in California?37:56 – 2025–2026 Outlook38:58 – Final Thoughts & MissionCheck out the ENB Substack https://theenergynewsbeat.substack.com/And the ENB Website: https://energynewsbeat.co/

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Dr. Gene Nelson of Californians for Green Nuclear Power and the “Green Nuke” Substack to unpack how anti-nuclear ideology and California’s Public Utilities Commission are ignoring basic physics and economics. Dr. Nelson explains why overreliance on solar, wind, and batteries makes grids brittle—citing the April 28 blackout in Spain and idle nuclear plants taxed to prop up renewables—while nuclear delivers cheap, reliable, 24/7 power with strong safety records and massive “synchronous inertia” for heavy loads like California’s water system.They dig into Diablo Canyon’s real-world performance and safety culture, debunk nuclear fearmongering, highlight the hidden costs, land use, waste, and subsidies behind wind and solar, and connect these policies to deindustrialization in places like Germany and California. Throughout, Dr. Nelson shares his on-the-ground advocacy, from farmers’ markets to PUC hearings, arguing that embracing nuclear is essential for energy reliability, national security, and an honest path forward on emissions.Due to Gavin Newsom’s energy policies, California and the entire West Coast of the United States are facing one of the most significant national security threats you can experience. And that is an energy crisis on a self-imposed path of Net Zero and the elimination of nuclear and fossil fuels. Well, they wanted to take atomic power down with those same policies, and it just does not make sense to shut down the other nuclear reactors in the name of clean energy.As for the war on fossil fuels, they executed that war too well, and they got what they wanted, only to see the oil companies go out of business or leave the West Coast. Now Californians will have to import more than 70% of their oil, including gasoline and diesel. And there will be more tankers off the California coast, causing ecological damage and potential accidents.Dr. Gene Nelson brings up some critical points about wind and solar power. It is based upon facts and physics. When driving on the highway vs. stop-and-go traffic, you use less gasoline and emit less. Well, the same thing applies to wind and solar on the grid: trying to put DC power from wind and solar into AC systems.Thank you, Dr. Nelson, for your dedication to nuclear and clean power for California and the United States. I truly appreciate your efforts and your insights on this critical topic for California. - Stu Highlights of the Podcast00:00 - Intro1:24 – CPUC Issues and Bureaucratic Problems4:24 – “We Don’t Need No Stinking Physics” Moment6:50 – Spain–Portugal Blackout Explained7:52 – Why Spain Idled Its Nuclear Plants8:53 – Germany’s Nuclear Exit & Economic Decline9:53 – Three Mile Island Reality vs Fear10:49 – Nuclear Training, Simulators & Safety Culture13:22 – Diablo Canyon Outage & Operator Preparedness15:07 – Dr. Nelson’s Car Accident Story16:40 – The Origin of the Green Headband19:27 – Net Zero Myths & Real Grid Costs21:57 – Solar, Wind & True LCOE+ Costs22:59 – China’s Nuclear Expansion & Global Energy Shift23:25 – Understanding Grid Inertia & Reliability25:11 – California’s Massive Water Pumps & Power Needs27:24 – How Renewables Raise Emissions & Wear Out Engines29:18 – Inside Diablo Canyon: Turbines & Control Room31:15 – Earthquake Simulation & Real-World Plant Response32:27 – Why Diablo Canyon Is Built Like a Fortress34:15 – Microreactors, New Fuel & Nuclear Innovation37:32 – Nuclear Safety Compared to Wind Turbine Risks39:03 – Land Use Problems: Solar & Wind Footprint41:22 – Subsidies, Repowering & Hidden Costs43:13 – Solar Waste, Toxic Panels & Recycling Issues45:59 – EVs Powered Mostly by Fossil Fuels47:22 – Imported Jet Fuel & “Green” Policy Contradictions48:55 – Sinopec Dependence & Energy Security50:03 – PUC Regulatory Capture & High Power Costs52:04 – Media Narratives vs Energy Reality53:21 – How to Contact Dr. Nelson & Support CGNP57:42 – California’s Energy Crisis & National Security58:56 – Final Thoughts, Thanks & OutroWe recommend subscribing to Dr. Nelson's GreenNuke Substack. https://greennuke.substack.com/Full transcript on https://energynewsbeat.co/Check out other discussions on https://theenergynewsbeat.substack.com/

Michael and I would like to take a moment and thank all of our great Subscribers and patrons this year. It has been a wildly successful growth year in listens, watches, and articles read, and we are truly blessed to see it. We are striving to improve and keep growing with some different things rolling out next year.While the cancellation is under review with the Department of War for national security risks, I think that if science is applied, it will be an easy ruling. So after reading about these cancellations, I wanted to see who would be impacted by the company and how consumers would be impacted. This will be an ongoing story as it unfolds, but the high utility costs will be passed on to consumers. And make no mistake, the Democrats will use this to their advantage, and Republicans won’t do anything.President Trump and Secretaries Doug Burgum and Chris Wright are running down the road trying to do the right thing for the American People. The costs associated with the project are going to be huge, and when the Democrats start ripping President Trump over this, remember the Billions of dollars and the crippling of the economy that Obama, Biden, and the governors of Democratic states cost the US citizens by their overreach and Net Zero enforcement of horrific policies. The main topics discussed1. The Trump administration's cancellation of several major offshore wind projects in the U.S. due to national security concerns. The projects mentioned include Vineyard Wind One, Revolution Wind, Sunrise Wind, Coastal Virginia Wind Offshore, and Empire Wind.2. The potential impact of these project cancellations on companies involved, such as Dominion Energy, GE Vernova, Orsted, and Equinor. The transcript discusses the financial performance and stock price movements of these companies.3. The debate around the definition of "green energy" and the challenges of integrating renewable energy sources like wind and solar into the power grid, including issues around transmission, costs, and reliability.4. The delay or cancellation of the retirement of some fossil fuel power plants in the U.S. in response to increasing electricity demand, particularly from the growth of AI and data centers.5. The global oil market dynamics, including the "oil glut" with a large number of oil tankers at sea, the impact of sanctions on major producers like Russia and Venezuela, and discussions around OPEC's role in oil price determination.6. The overall commentary on the state of the energy industry, policy debates, and Stu's perspectives on the various topics covered.1.All Large Scale Offshore Wind Projects Under Construction Suspended Due to National Security Concerns2.Virginia-based Utility Dominion Energy May Be Hit as Investors Eye This Week’s Offshore Wind Cancellations3.GE Vernova Inc: Supplier to Vineyard Wind, Looking at Its Books After This Week’s Trump Administration Cancellation of Projects4.U.S. Fossil-Fuel Power Plants Delay Retirement as AI Power Demand Soars5.Oil Glut and Surging Barrels at Sea Have Spooked Oil Traders and the Market, but Is This Market Dysfunction Rather Than a Glut?6.U.S. Department of Energy to Return $13 Billion to the Treasury and a clear definition of green energy is needed.Feel Free to use this as an excuse to not hang out with your in-laws if you need to over the holidays. We may be more fun. Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/Also, if you need to calculate your tax burden, check out the tax calculator here https://energynewsbeat.co/invest/Merry Christmas to all, and thank you to all of our great followers, subscribers, and patrons.Check out Reese Energy Consulting, Sponsor of the Energy News Beat, Stand Up https://reeseenergyconsulting.com/

Gavin Newsom's California is a travesty for energy policies, and we can see yet another hit to consumers. The Utility companies are now limited in the profits they can make to rebuild the grid. That will SQUASH investment and get more companies to leave California, and take the jobs with them out of the State. As companies shut down and cut jobs, they also cut tax revenue, and that is going to make the financial crisis brought on by Gavin even worse.His Energy Policies have now become a complete national security risk for the western half of the United States. When you consider the corruption, graft, and greed exemplified during Gavin Newsom's Governorship, it won't be easy to rebuild California after he leaves office.1. The energy policies and challenges in California, particularly the regulation of utility profits and the impact on energy reliability.Michael Tanner and Stuart Turley discuss how California's approach to regulating energy providers like PG&E and Edison differs from other states, leading to issues with grid investment and energy reliability. They contrast California's "top-down" policies with a more collaborative approach in different states.2. The geopolitical tensions and sanctions related to Venezuela and Russia.The hosts discuss the Trump administration's actions to intercept oil tankers related to Venezuela, and the potential motivations behind these moves, such as regime change, protecting Gulf Coast refinery interests, and impacting Russia's war in Ukraine.3. The potential of nuclear fusion as an energy source, and its connection to Trump's media company.Stuart Turley discusses the promise of nuclear fusion technology and how Trump's media company, Truth Social, may be involved in developing or licensing fusion-related patents.4. The outlook for the oil and gas industry based on the Dallas Fed survey.Time Stamps00:16 California Cuts PG&E and Edison's profits for grid improvement.03:47 California's Corruption exposed by Katy Grimes at the California Globe08:17 Oil and Venezuela's impact on global markets11:06 Sanctions through Drone strikes13:31 Fusion and President Trump may be a great investment for humanityWe cover key insights from the Dallas Fed's survey of oil and gas executives, including their price expectations, activity levels, and concerns about a potential market oversupply. Is there a glut, or is the glut simply misunderstood, or is the market recalibrating to a new method? You will want to see our Doomberg interview in January.1.California Cuts PG&E’s and Edison’s Profits for Grid Investments: Gavin Newsom’s California Poses a National Security Risk Due to Flawed Energy Policies2.San Francisco Crippled by Widespread Power Outages on Busy Holiday Shopping Weekend3.Trump Administration Intercepts a Second Tanker in Venezuela Oil Tanker Blockade4.Sanctions through Drone Strikes now in the Mediterranean5.Why Fusion Is Considered Energy’s Holy Grail, and how President Trump’s media company is betting on a breakthrough6.Lingering pessimism, uncertainty further weigh on oil and gas activity – Dallas Fed7.US Oil Drillers Drop 6 Rigs This Week According to Baker Hughes: What Is the Impact to Consumers and Investors?Check out our sponsor, Reese Energy Consulting https://reeseenergyconsulting.com/Check out our website https://energynewsbeat.co/Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/Questions on Investing in Oil https://energynewsbeat.co/invest/

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

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

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

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

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

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