Energy News Beat Podcast

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap Michael Tanner and Stuart Turley deliver a high-impact recap starting with the El Segundo Chevron refinery fire in California — potentially caused by an unconfirmed Venezuelan drone strike — highlighting its crucial role in supplying 40% of SoCal's jet fuel and gasoline. They dissect California’s declining refinery infrastructure under Governor Newsom’s policies and the national security risks involved. The discussion then pivots to skyrocketing AI-driven energy demand (55+ GW by 2030), investment plays in natural gas (Williams, EQT), and Berkshire Hathaway’s $10B acquisition of OxyChem. They close by spotlighting U.S. moves to secure tungsten supply from Rwanda, the Ambler Mining District road project, and the need for U.S.-based manufacturing to safeguard critical infrastructure.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike04:06 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 203009:25 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals19:30 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike24:10 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China26:41 - President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining Distric31Outro28:54- OutroLinks to articles discussed:Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strikeAI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and ChemicalsOPEC+ Has Come Close to Its Limit, Leaving Prices Open to SpikeThe United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing ChinaPresident Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by Kristi Antonick from Americans for Prosperity to discuss Texas’s major policy wins—from the passing of SB2 on school choice to the fight for property tax reform. Kristi shares grassroots success stories, like rallying over 1,000 citizens to the state capitol, and highlights the role of community voices in shaping legislation. They dive into the impact of education freedom, rising energy demands from AI and data centers, and the urgent need for grid capacity—making a compelling case for nuclear innovation and local engagement in shaping Texas’s prosperous future.Our interview with General Flynn gets released on Tuesday, and he brought up some critical points that Kristi and the Americans for Prosperity have been talking about. That is, we ALL have to get involved at the local level. Get involved by volunteering to count votes, attending school board meetings, and participating in local government. We have let the left control all aspects of our lives for too long. Thank you, Kristi, and we really appreciate all the great things that you are doing over at Americans for Prosperity! - Stu Connect with Kristi on LinkedIn: https://www.linkedin.com/in/kristi-antonick-0375122a1/Check out Americans for Prosperity: https://www.freedomisbigger.com/about/And most importantly - Get involved. Highlights of the Podcast 00:00 - Intro00:28 – What’s Going On in Texas?01:22 – Property Tax Reform Push02:00 – Major Win: School Choice (SB2)03:32 – From Valedictorian to Advocacy04:13 – School Choice Isn’t Anti-Public School05:23 – Grassroots Engagement & AFP Events06:49 – Energy Roundtable Recap08:04 – Energy Grid Concerns & Data Center Growth09:29 – Nuclear Innovation & DOE Pilot Program10:14 – AI, Energy Policy & Texas Advantage11:09 – AFP’s National Focus on Energy12:05 – Can Texas Eliminate Property Taxes?13:00 – The Freedom Unleashed Tour14:14 – A Real Fix is Coming15:47 – How to Get Involved16:12 – From Anger to Action16:42 – Final Thoughts & Thank Youhttps://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down OPEC+’s shrinking spare capacity, warning that oil prices could spike as the group nears its production limits. They discuss Saudi Arabia’s aging fields, pressure depletion, and the difficulty of restarting shut-in wells. The segment also covers ExxonMobil’s potential return to Iraq’s Majnoon oil field, China’s plan to build 11 new oil storage sites, and the U.S. receiving its first tungsten shipment from Rwanda—marking a move to bypass China in critical minerals. Finally, they highlight President Trump’s approval of a new 211-mile road to Alaska’s Ambler Mining District and Shell’s $600 million hit from canceling its Rotterdam biofuels project, underscoring the contrast between fossil energy resilience and renewable setbacks.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike04:53 - Exxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil Field06:30 - China to Build 11 New Oil Storage Sites in 2 Years08:41 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China11:13 - President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District16:14 - Markets Update17:52 - Shell’s Q3 Profit Soars on Strong Trading and Production18:25 - Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project21:59 - OutroLinks to articles discussed:OPEC+ Has Come Close to Its Limit, Leaving Prices Open to SpikeExxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil FieldChina to Build 11 New Oil Storage Sites in 2 YearsThe United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing ChinaPresident Trump Approves a 211-Mile Road to Alaska’s Ambler Mining DistrictShell’s Q3 Profit Soars on Strong Trading and ProductionShell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered reports of a possible drone strike and fire at Chevron’s El Segundo refinery threatening Southern California’s jet-fuel supply, rising gas prices, and broader energy security concerns. It also discussed BlackRock’s $6 billion Allete utility acquisition, AI’s projected demand for 55 GW of new power capacity, a surge in copper prices from grid and AI growth, and the collapse of the Net Zero Banking Alliance amid political backlash and massive global costs. The team wrapped with insights on Chevron and Oxy asset sales, OPEC’s production dynamics, and a preview of an upcoming interview with General Flynn.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:15 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike04:07 - BlackRock’s GIP Wins Approval of $6 Billion Allete Deal – How investors look at the deal07:20 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 203012:41 - AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?14:54 - Net-Zero Banking Alliance Folds After Mass Exodus by Members20:52 - Markets Update21:15 - OPEC+: Reuters Leaks on Oil Plans Again – But can they deliver?22:29 - Exclusive: Chevron puts $2 billion Colorado pipeline assets for sale, sources say23:28 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals32:29 - OutroLinks to articles discussed:Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strikeBlackRock’s GIP Wins Approval of $6 Billion Allete Deal – How investors look at the dealAI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?Net-Zero Banking Alliance Folds After Mass Exodus by MembersOPEC+: Reuters Leaks on Oil Plans Again – But can they deliver?Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown’s limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street’s renewed focus on oil and gas after Trump’s UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:13 - Dallas Fed Survey Reveals Unrest in America’s Shale Patch09:48 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade14:05 - OPEC+ is poised to slip further below oil output target14:05 - Exclusive: OPEC+ plans another oil output hike in November, sources say15:57 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know22:39 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?26:02 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact29:49 - OutroLinks to articles discussed:Dallas Fed Survey Reveals Unrest in America’s Shale PatchU.S. Shale Costs to Soar to $95 per Barrel Within a DecadeU.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should KnowGold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions.We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available on the Energy News Beat and Energy Impacts channels as well.Thank you, Josh, for your great industry leadership! - StuHighlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia’s Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic InsightsFull Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown’s limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street’s renewed focus on oil and gas after Trump’s UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:13 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know02:43 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?06:08 - Wall Street Rediscovers Oil and Gas after Trump’s Trounce on Climate and Green Energy at the UN07:51 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact14:34 - Markets Update16:40 - OutroLinks to articles discussed:U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should KnowGold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?Wall Street Rediscovers Oil and Gas after Trump’s Trounce on Climate and Green Energy at the UNBig Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

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

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

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

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

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

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

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

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

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

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

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

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

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