Energy News Beat Podcast

The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean. 1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy.2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region.3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London.4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries.5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing.1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for?2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare4.Chevron Warns of Irreversible Harm to California’s Economy and Energy Security in Letter to gov. Newsom5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices6.California will be a national security risk for the entire country!Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Check out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

This was a wild discussion of the current global oil and gas markets with David Blackmon and Stu Turley. We covered stories from Energy News Beat and David's Substack. If you only have time for one podcast, this may be it, as we cover the markets and critical issues on how long this may last. Oil and natural gas prices:David and I discussed the recent spike in oil and diesel prices, with oil prices increasing by around 14-15% over two days. The hosts analyze the potential reasons and implications of these price increases.Geopolitical tensions in the Middle East:The discussion focuses on the Strait of Hormuz, a critical chokepoint for global oil and LNG trade, and the potential disruptions to shipping in the region due to tensions and conflicts.The transcript covers the involvement of various countries, such as Iran, Iraq, Saudi Arabia, and the UAE, in the regional dynamics and their potential impact on energy markets.Energy security and dependence:We discuss the concept of “energy security starts at home, but energy dominance starts at your exports,” highlighting the energy dependence of the European Union on Russian oil and gas.We also touch on the energy crisis in California and the challenges faced due to the shutdown of refineries and pipelines. And I am interviewing Ronald Stein on Monday to cover the latest crisis in California.U.S. foreign policy and geopolitics:The transcript delves into the Trump administration’s foreign policy actions, particularly in relation to Iran and Venezuela, and their potential impact on global energy markets and China’s influence.The hosts also discuss the shifting geopolitical alliances and the potential for Russia to improve its relationship with the United States.U.S. domestic politics and energy policy:The discussion touches on the upcoming elections in the U.S., particularly the Republican primary race in Texas, and the potential implications for energy policy and regulation.The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.Electricity pricing and grid resilience:The transcript delves into the issues surrounding the pricing of electricity, particularly the need to redefine the levelized cost of electricity for renewable energy sources to include the cost of storage and grid resilience.Starmer to Trump: “You Have No Plan.” Trump Replies: “Have You Been Following Venezuela’s Story?”At What Price Will the EU Open Russian Gas and Oil Pipelines?The Price for Oil May Go Up If the Bypass Pipelines Are Hit, and If Ship Insurance Is Not ApprovedHow Long Can China Survive After Losing Venezuela and Iraq’s Discounted Oil Supplies?California will be a national security risk for the entire country!Qatar Halts LNG Production, and the European and Asia Markets RespondCheck out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

Where is the Glut? The Iran Conflict Exposes the Glut Narrative with High Oil Prices LoomingOur prayers go out to our brave soldiers who have fallen today, and we pray for their families and the wounded for a full recovery. 1. Iran Conflict and Oil Markets The transcript extensively covers how escalating tensions between the US, Israel, and Iran are disrupting the oil market narrative. There's discussion of potential oil price spikes (potentially reaching $100-$120 per barrel for Brent crude) and the impact on regional oil shipments from countries like Saudi Arabia, Iraq, and Iran.2. US Strategic Objectives The discussion explores the geopolitical strategy behind US military actions, suggesting the goal is to gain proxy control over Iran's oil and gas reserves. This is framed as leverage—not just against China, but also impacting the Bank of London and the EU.3. US Oil Production and Investment Dynamics The transcript analyzes the resilience and growth of US oil production despite price volatility and geopolitical tensions. It compares investment returns between traditional oil and gas companies versus renewable energy companies, noting that renewable growth has been heavily subsidized by federal programs.4. California's Refining Capacity There's discussion of regulatory pressure from the California Air Resources Board (CARB) attempting to force closure of the state's remaining seven refineries, which could result in increased imports from China and India.5. Legal Developments in Energy Sector A significant topic is a North Dakota court ruling indicating Greenpeace may owe $345 million in damages related to Dakota Access pipeline protests, suggesting a potential shift in how the energy industry addresses activist litigation.1.The Iran Conflict Exposes the Missing Oil Glut Narrative2.How the Iran Conflict Will Impact Global Oil Shipments by Country3.The US Military Campaign Against Iran Is Part Of Trump’s Grand Strategy Against China4.Resilient U.S. Oil Production Is a Boon to Trump. How Long Will It Last?5.Energy Company Warns CARB on ‘The Stark Reality’ Driving In-State Refining Capacity to Zero of CA’s Remaining 7 Refineries6.Judge Indicates He Will Order Greenpeace to Pay $345 Million in Oil Pipeline Case: A Turning Point in Climate Lawfare?Shout out to our Sponsor, Reese Energy Consulting https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

What a wild discussion with Katy Grimes, Editor in Chief of the California Globe. We had a great discussion about the corruption, incompetence, and the future of California. We need more leaders like Katy to take a stance and try to save California and stop the madness.I asked her some tough questions, and she brought the insights only like a true reporter could. We need to fight to save California, and it is worth saving. We talked about other guests who have been on the Energy News Beat podcast, like Steve Hilton and Mike Umbro, and even how Mel Gibson would fit into the Governor's race.The bottom line: California is a National Security Crisis in the making, and as the title says, "A Rogue State Threatening National Security" is a complete understatement. I had to ask, "Is Gov Newsom incompetent or corrupt?"**1. California's Energy Crisis**The discussion extensively covers California's severe energy challenges, including the shutdown of oil refineries and pipelines that have crippled the state's domestic energy production. This has forced California to become heavily dependent on imported oil and gas from countries like Russia and China. The discussion emphasizes how this isn't just a state issue—it has national security implications, particularly affecting jet fuel supplies for military installations across the western U.S.**2. Governor Newsom's Leadership and Policies**There's significant criticism of Governor Gavin Newsom's management of the state, with particular focus on his energy policies and public safety decisions. The transcript mentions controversial decisions like the release of a convicted serial abuser from prison, and suggests that Newsom's political ambitions may be taking priority over addressing California's urgent problems.Our discussion explores reform efforts through organizations like Fix California and Reform California, which are working to address voter fraud and gerrymandering. It also considers potential Republican alternatives for leadership, such as Steve Hilton, and discusses the possibility of federal intervention through agencies like the Department of Energy.**4. Broader Political and Economic Context**Katy touches on the national political divide between Democrats and Republicans, the lack of bipartisanship, and how federal policies—such as economic tools used against countries like Iran and Venezuela—have broader geopolitical implications.Check out all of Katy's great work on the California Globe https://californiaglobe.com/Connect with Katy on X @KATYSaccitizen https://x.com/KATYSaccitizenCheck out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

We also cover AI, Data Centers, and President Trump's Commitment to lower Energy PricesWhat a wild day on the Energy News Beat Stand Up. We have some great stories for you.What if the United States takes control of the Dark Fleet and Iran’s oil production finances as we did with Venezuela? Do you think regime change could happen peacefully, or do the Iranians need to take control of their country?Also, President Trump is moving on to lowering energy prices with the huge loan to Southern Company, which will impact consumers in a great way, and is inviting Tech Companies to the White House Next Week.Wild times afoot. Tomorrow, we will be releasing the podcast with Katy Grimes, Editor-in-Chief of the California Globe, and we will cover the horrific energy policies of Gavin Newsom and his corrupt impact on California. 1.Iran Rushing Oil Shipments Ahead of Possible U.S. Strike2.Saudi Oil Exports Surge to Three-Year High during Iran Tensions3.Net Zero Is Dead, but How Long Will Renewables Get Subsidies? Energy News Beat Exclusive Analysis4.Trump Follows Up on State of the Union with Request to Meet Tech Companies on Power5.AI Threat Signals Investors Should Shift Bets to Builders — Not Coders, UBS Wealth CIO Says6.$5 Billion on New Nat Gas Pipeline in Gulf Coast7.US Closes $26.5 Billion in Financing for Southern Co. UtilitiesThank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

The main topics we cover today are:1. Wind farm bankruptcies and land reclamation liabilities:  - The transcript discusses the bankruptcy filing of a wind farm in Clay County, Texas, which had 119 wind turbines. The wind farm faced $103 million in hedge-related liabilities exacerbated by Winter Storm Uri in 2021.  - The transcript highlights the broader issue of wind farms not having fully funded land reclamation plans, estimating a potential $89 billion liability across the U.S. wind turbine fleet.  - It calls for reforms, suggesting that wind and solar farms should be required to pay for storage and land reclamation upfront as part of their operating costs.2. California's energy challenges:  - The transcript discusses California's energy quagmire, including skyrocketing electricity prices, frequent blackouts, and a heavy reliance on imported power.  - It highlights California's moratorium on nuclear power and the potential to reopen the state's previously decommissioned nuclear facilities, such as Diablo Canyon, to address the energy crisis.3. ConocoPhillips' asset sale in the Permian Basin:  - The transcript examines ConocoPhillips' reported plans to sell certain assets in the Delaware Basin sub-region of the Permian Basin, valued at around $2 billion.  - It provides insights into the company's strategy to streamline its portfolio and maintain production guidance amid a constrained capital expenditure environment.4. Potential merger and acquisition activity in the Canadian oil sands sector:  - The transcript discusses the anticipation of merger mayhem in the Canadian oil sands sector, driven by record production levels and diversified export destinations.  - It mentions several Canadian oil companies, such as Suncor, Canadian Natural Resources, and Imperial Oil, that are eyeing potential U.S. listings.5. Geopolitical tensions and their impact on oil markets:  - The transcript discusses the potential risk of supply disruptions from Iran and Iraq, which has led oil traders to hedge against this risk.  - It suggests that the market is pricing in a potential risk premium of up to $10 per barrel due to the escalating tensions.6. Challenges faced by hyperscale data centers in securing reliable power:  - The transcript examines the growing electricity demand from hyperscale data centers and the challenges they face in finding adequate and reliable power supply, particularly from renewable sources.  - It questions the feasibility of data centers claiming to be 100% renewable, suggesting that nuclear power may be a necessary component.Based on the analysis, here are the main topics discussed in this transcript:1.Clay County Texas Wind Farm Goes Bankrupt and Leaves Land Reclamation in Question2.California Needs to End Its Outdated Nuclear Power Plant Moratorium to Survive3.ConocoPhillips Considers Selling Permian Assets Worth $2 Billion: Implications for Investors and the Permian Basin’s Future4.Canada’s Oil Sands Set Up for Merger Mayhem after Busy 20255.Trump 2.0’s Grand Strategy Against China Is Slowly But Surely Coming Together6.Why Are Oil Traders Rushing to Hedge Iran Risk After a Wild Start to 20267.Power‑Hungry, Grid‑Locked : Where Hyperscalers Go To Find Their Next MegawattsThank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

On this edition of the Energy News Beat Stand Up, we cover some great stories, and at the top of the list is that Coal saved the grid and lives during Winter Storm Fern. But it raises a bigger question: we need to reprice electricity in the United States so wind and solar pay their fair share for grid resilience. We also have to ask the question. Can the "Board of Peace Replace the UN?" I, for one, would like to be 100% out of the UN, says Stu. **1. Coal's Critical Role in Grid Stability**The discussion emphasizes how coal power was essential during Winter Storm Fern, delivering 20 times more electricity than solar and batteries during peak demand. This highlights coal's irreplaceable value as a reliable backup during extreme weather emergencies.**2. U.S. Electricity Market Pricing & Dispatch Issues**The transcript critiques the current system for prioritizing renewable energy based solely on low marginal costs, while ignoring intermittency and backup needs. There's an argument for a more balanced approach that factors in full life-cycle costs and resilience considerations.**3. UN Replacement with a "Board of Peace"**A discussion about potentially replacing the United Nations with a more streamlined alternative organization, citing concerns about the UN's effectiveness and funding costs, with implications for U.S. involvement.**4. California's Energy Crisis**The conversation addresses California's energy challenges attributed to Governor Newsom's policies, and explores potential solutions like the Western Gateway Pipeline project to reduce the state's energy import dependency.**5. U.S. Withdrawal Threat from the International Energy Agency (IEA)**The transcript covers the Secretary of Energy's threat to withdraw from the IEA, criticizing it for prioritizing climate advocacy over energy security and suggesting this could reshape global energy policy.**6. Energy Company Financial Performance**Analysis of earnings, production guidance, and stock performance for major energy companies, including EQT, Liberty Energy, Exxon Mobil, Chevron, and Kinder Morgan.1.Coal Kept the Grid Alive During Winter Storm Fern2.Can the Board of Peace Fully Replace the UN?3.California’s National Security Crisis Has a Solution4.U.S. Threatens to Quit IEA Over Green Energy Advocacy5.EQT Expecting $1B Windfall on Winter Storm Gas Price Rally6.EIA: US Crude Inventories Drawn Down as Demand Increases7.Newsom Cutting Clean Energy Deals with the U.K. Sparks Comments from President TrumpWe are ranked #1 in the US for Energy Podcasts and #4 globally. https://www.millionpodcasts.com/energy-podcasts/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Ryan Norris from Americans for Prosperity in Arkansas stopped by, and we had a productive discussion about the great initiatives they are running to positively impact Americans in Arkansas.And yes, Stu asks the most important question in Energy News Beat history. "Ryan, are you related to Chuck Norris?"They are focused on saving consumers money while examining critical minerals, taxes, voting issues, and energy policies.  - The upcoming 2026 legislative session and the potential for a special session to address the state income tax.  - The role of Americans for Prosperity in advocating for their policy priorities and engaging with citizens.The podcast covers a wide range of topics related to Arkansas's economic, political, and cultural landscape, with a particular focus on Americans for Prosperity's initiatives and priorities in the state.**1. Americans for Prosperity's "Pathway to Zero" Campaign**The organization is actively working toward eliminating Arkansas' state income tax. This is a central focus of their advocacy efforts in the state, representing a major policy initiative aimed at economic growth and tax relief.**2. Education Policy and the LEARNS Act**There's a discussion of Governor Sarah Sanders' education choice agenda, specifically the passage of the LEARNS Act. This reflects the organization's support for education policy reforms that expand school choice options for Arkansas families.**3. Energy and Natural Resources Development**The transcript highlights Arkansas' emerging role in energy production, including:- The growing lithium industry and companies like Standard Lithium- The state's nuclear power capabilities and existing nuclear facilities- Positioning Arkansas as a hub for energy production and resource extraction**4. Arkansas' Economic and Business Environment**The conversation emphasizes the state's pro-growth policies and business-friendly climate under the current administration, including discussion of:- Strong transportation infrastructure (highways, rivers, and rail)- Economic development opportunities- The state's competitive advantages**5. Political Landscape and Governance**Discussion of Arkansas' political history, current leadership, and upcoming legislative priorities, including potential special sessions to address tax policy in the 2026 legislative session.**6. Grassroots Engagement and Civic Participation**Emphasis on the importance of citizen involvement and grassroots advocacy in shaping policy outcomes.Connect with Ryan on his LinkedIn https://www.linkedin.com/in/ryanwnorris/Shout out to Steve Reese and Reese Energy Consulting for sponsoring the Energy News Beat Channel https://reeseenergyconsulting.com/Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Jack Prandelli of The Merchants News Substack stopped by, and we had a blast visiting about huge changes in the oil and gas markets. At the end of the podcast, we also discuss how we should restructure electricity prices for consumers. 1. China's efforts to reduce its reliance on the US dollar:  - China is shorting US Treasuries and buying gold to try to reduce its dependence on the US dollar in global trade, especially for commodities like oil.  - However, China still relies heavily on importing oil and gas, which is priced in US dollars through the petrodollar system.2. The growth of US LNG exports to Europe:  - The US is rapidly expanding its LNG export capacity, which is helping Europe replace Russian gas.  - A key company, OneOk, owns a large portion of the pipeline infrastructure market supporting US LNG exports.3. The performance and strategies of major oil and gas companies:  - Integrated companies like Exxon and Chevron are performing better than more specialized companies like Occidental.  - European oil majors like BP and Total are struggling more, with BP considering asset sales.4. OPEC's challenges in managing oil production and pricing:  - OPEC has struggled to meet its own production targets, leading it to consider changes to its pricing mechanisms.  - There are geopolitical tensions, like the US trying to influence OPEC members like Venezuela and Iran.5. The role of natural gas, renewables, and nuclear power in the energy transition:  - The guests discuss the pros and cons of different energy sources, arguing for a balanced approach that ensures reliable and affordable energy.  - There are concerns about the ability of renewables alone to provide reliable power without fossil fuel or nuclear backup.Stu and Jack cover a wide range of topics related to the global energy markets, geopolitics, and the energy transition, with a focus on oil, gas, and LNG. Based on the transcript analysis, here are the main topics discussed:**1. China's De-Dollarization Strategy**China is actively working to reduce its dependence on the US dollar by shorting US Treasuries and accumulating gold. However, this effort faces a fundamental constraint: China's massive need for imported oil and gas, which are priced in US dollars through the petrodollar system, keeps it tethered to dollar-denominated trade.**2. US LNG Export Expansion**The US is rapidly scaling up its liquefied natural gas (LNG) export capacity, playing a crucial role in helping Europe transition away from Russian gas supplies. One Oak, a significant player, controls a large portion of the pipeline infrastructure that supports these exports.**3. Oil and Gas Company Performance**The discussion compares how different energy companies are faring:- Integrated majors like Exxon and Chevron are outperforming more specialized companies like Occidental- European oil majors (BP, Total) are struggling more significantly, with some considering asset sales**4. OPEC Production and Pricing Challenges**OPEC faces difficulties meeting its own production targets and is considering adjustments to its pricing mechanisms. Geopolitical tensions also play a role, with the US attempting to influence OPEC members like Venezuela and Iran.**5. Energy Transition and Power Sources**We debate the role of natural gas, renewables, and nuclear power in the energy transition, emphasizing the need for a balanced approach that maintains reliable and affordable energy while questioning whether renewables alone can provide consistent power without fossil fuel or nuclear backup.Connect with Jack on his LinkedIn here: https://www.linkedin.com/in/prandelligiacomo/Check out the Merchant News Substack: https://themerchantsnews.substack.com/Thank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

What a great day on the Energ News Beat Stand Up with Michael Tanner and Stu Turley. We have some great stories for you, and all of them can be found on the Energy News Beat Site. We are already rolling into 2026 at a 2 million-per-month pace for people on our news site. So, like, subscribe and share to help the Show grow from #4 in the world for Energy Podcasts as rated by FeedSpot.The main topics discussed in this podcast are:1. Ford and GM entering the energy storage market:  - Ford and GM are leveraging their battery expertise to enter the energy storage market, aiming to own a slice of the value chain that supports EV grid stability and renewable integration.  - The battery energy storage system market is booming, projected to reach $145 billion by 2027.  - The podcast compares the financial performance of Ford, GM, and Tesla, highlighting that Tesla is generating more income despite lower revenue compared to Ford and GM.2. Nuclear fuel recycling:  - There are benefits to recycling nuclear fuel, as spent fuel rods still contain 95% of their original power.  - Recycling spent nuclear fuel could be a valuable resource, but the transcript discusses the regulatory challenges and the need for innovation in the nuclear industry.3. Alberta's potential independence:  - The podcast discusses the push for Alberta's independence from Canada, driven by historical grievances and the desire to control their oil and gas resources.  - It analyzes the potential financial viability of Alberta as an independent entity, considering factors like existing pipelines and oil royalties.  - The podcast suggests that while Alberta could potentially thrive as an independent state, the likelihood of it actually happening is low.4. Rising electricity prices in the UK:  - The podcast discusses warnings from the British Gas boss about UK electricity bills soaring by 2030, primarily due to system costs from years of underinvestment in the grid.  - It criticizes the UK government's handling of the energy transition, highlighting the responsibility for high electricity prices and the need for a more responsible approach.5. Europe's energy challenges:  - The podcast explores the "pending energy implosion" in Europe, where the intermittent nature of renewable energy has led to price volatility and reliance on expensive imports.  - It provides examples of specific European countries, such as France and its challenges with maintaining its nuclear fleet, and the broader issue of deindustrialization due to the energy crisis. Here are the main topics discussed:**1. Ford and GM's Entry into Energy Storage**The automotive giants are expanding beyond vehicles into the battery energy storage market. This represents a strategic move to capture value in grid stability and renewable energy integration. The market is projected to reach $145 billion by 2027, and interestingly, Tesla is generating more income than Ford and GM despite lower revenue figures.**2. Nuclear Fuel Recycling**The discussion covers the potential of recycling spent nuclear fuel, which retains 95% of its original power. While this presents a valuable resource opportunity, the transcript highlights regulatory challenges and the need for innovation in the nuclear sector to make recycling viable.**3. Alberta's Potential Independence**The podcast examines the separatist movement in Alberta, driven by grievances over resource control and historical tensions. It analyzes the financial viability of Alberta as an independent entity, considering factors like existing pipelines and oil royalties, though concluding that actual independence is unlikely.**4. UK Electricity Price Crisis**British Gas leadership warns of soaring electricity bills by 2030, attributed to system costs from years of grid underinvestment. The discussion criticizes the UK government's energy transition approach and emphasizes the need for more responsible policy.**5. Europe's Energy Challenges**The podcast explores Europe's broader energy crisis, including intermittency issues with renewables, price volatility, expensive imports, and deindustrialization. France's nuclear fleet challenges are cited as a specific example of these systemic problems.1.Ford and GM Follow Tesla’s Lead in the Energy Storage Race2.Recycling Nuclear Fuel Has Two Benefits, and One of Those Helps Energy Security3.Albertans Want their Independence, but what does that mean for the Energy Markets?4.British Gas Boss Warns UK Electricity Bills Will Soar by 20305.Ed Miliband and Vladimir Putin are the same, in terms of your electricity bill6.Europe’s Pending Energy Implosion7.Oil and Gas Rig Count is Steady with Oil Rigs Down Three, Gas Rigs Up ThreeCheck Out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/A special shout-out to Steve Reese for sponsoring the Energy News Beat Stand Up https://reeseenergyconsulting.com/

What a day on the Energy News Beat News Desk!In this Energy News Beat Stand-Up, we had a wild day on the News Desk! We cover some huge stories, and any one of them would be a great single podcast, but we have 8 stories and stocks that Stu reviews on VectorVest software. The main topics discussed in thispodcast are:**1. Ukraine War & Russia-U.S. Economic Relations** Stu Turley discusses a Bloomberg report about a Russian memo proposing a return to U.S. dollar-based trade as part of a potential broader economic partnership with the Trump administration. This development could signal a possible end to the Ukraine conflict and have significant implications for global geopolitics and energy markets.**2. U.S. Energy Engagement with Venezuela**Secretary of Energy Chris Wright made a high-level visit to Venezuela—the most significant U.S. energy-focused trip to the country in nearly three decades. The goal was to revitalize Venezuela's struggling oil sector through investments, licensing reforms, and legal changes. Chevron's return to processing Venezuelan oil in U.S. Gulf Coast refineries signals a thawing of U.S.-Venezuela energy relations.**3. Tightening Global Oil Markets**The discussion covers how U.S. sanctions pressure on Russian and Iranian oil flows is creating tighter-than-expected oil markets. Millions of barrels of sanctioned crude are accumulating in floating storage, affecting global supply dynamics. In a memo covered by Bloomberg, President Putin proposes trading the US dollar, signaling a potential end to the war in Ukraine. **4. Trump Administration's Coal Industry Support**President Trump issued an executive order leveraging federal purchasing power to sustain coal operations, framing it as a national security matter. The Tennessee Valley Authority (TVA) also decided to keep two major coal facilities operational beyond their originally scheduled closure dates.**5. Energy & Financial Markets Analysis**The transcript includes commentary on the performance of various energy sector companies (oil, gas, and coal) and the host's personal trading strategies and market observations.Chapters: 00:48 Potential End of the Ukraine War02:56 Secretary Wright's trip to Venezuela and Chevron's growth07:05 Vitol CEO says oil market tightens10:13 Trump to assign the Pentagon go buy electricity from Coal12:08 TVA to keep two coal plants open13:47 China's renewable sector depends on oil and coal to manufacture15:20 Trump ends the Obama era's overreach through climate regulations, saving trillions of dollars.1.The End to the Ukraine War May Be at Hand with Putin Asking President Trump to Return to the US Dollar2.What Should Investors Look at After Secretary Chris Wright’s Trip to Venezuela?3.Chevron Taps Into Venezuelan Oil as Crude is Being Processed in US. What does this mean for investors?4.Vitol CEO Says Oil Market Tightens on Geopolitical Squeeze5.Trump to Assign Pentagon to Buy Electricity from Coal to Keep Them Alive6.TVA Does Not Want to Close Two Coal-Fired Power Plants: A Shift in Energy Strategy Amid Rising Dema7.China’s Clean Energy Machine is Based on Oil and Coal to Survive8.Trump Set to Repeal Landmark Climate Finding in Gigantic Regulatory RollbackCheck out The Energy News Beat Substack https://theenergynewsbeat.substack.com/Shout out to Steve Reese and the Reese Energy Consulting team at https://reeseenergyconsulting.com/

Chet Love stopped by the Energy News Beat Podcast, and we had an absolute blast. Chet has a wild background and is working to solve problems in the AI/Data Center and business space. We had fun talking about wind, solar, and how Elon's vision could hold the key. The main topics discussed in this podcast are:1. The state of the US energy industry and grid infrastructure:  - The challenges with renewable energy sources like solar and wind, and the need for a balanced energy mix including natural gas.  - The importance of securing the supply chain and manufacturing capabilities for energy technologies within the US.  - Concerns about grid security and vulnerabilities, especially related to equipment sourced from China.  - The need to invest in and modernize the US energy infrastructure to meet growing demand, especially from data centers and new technologies.2. The role of government policy and leadership:  - Praise for the policies and actions taken by the Trump administration to support the energy industry and domestic manufacturing.  - Criticism of the Biden administration's policies and their impact on energy security and affordability.  - The importance of bipartisan, fact-based policymaking focused on serving the best interests of all Americans.3. The future of technology and innovation:  - The growth of AI, data centers, and other emerging technologies and their increasing energy demands.  - Opportunities for technological innovations like space-based solar and advanced energy storage.  - The need to align technological progress with energy infrastructure development.4. The importance of American competitiveness and national security:  - Concerns about China's growing influence and aggression, and the need to counter this through domestic energy and manufacturing capabilities.  - The role of energy security in maintaining US global competitiveness and national security.Connect with Chet Love on his LinkedIn https://www.linkedin.com/in/chetlove/Chet's article on Real Clear Energy America First Demands International Energy AlliancesGet your CEO on the podcast: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

In this Super Bowl Sunday edition of the Energy News Beat Stand Up, we cover Wind and key oil and gas updates. With the Strait of Hormuz having threats of more tankers being seized, which is escalating short-term oil prices, we cover some hard, cold facts about wind. Let's push nationally to level the playing field for Wind and Solar by including their costs in projects, storage, and the additional maintenance that the spinning up and down of gas turbines pass on to consumers. With no subsidies for the wind, solar, and storage technology is supposed to be cheaper, let's install all of them. But let's include land reclamation, recycling, and grid resilience without subsidies, and see how many wind and solar farms get installed. The main topics discussed in this Energy News Beat Stand Up are:1. The high costs and challenges associated with wind energy, including the need to frequently replace wind turbines, the lack of profitability, and the issues with recycling and disposing of old turbine blades.Michael Tanner and Stu Turley discuss how wind energy is not as cost-effective or environmentally friendly as it is often portrayed. They highlight examples like a wind farm in Texas that is replacing 100 turbines after only 5 years, and the toxic waste problems caused by abandoned and discarded turbine blades.2. The advantages of traditional energy sources like natural gas and coal over renewable energy for grid reliability and resilience, especially in cold weather climates.The hosts argue that energy sources like natural gas and coal are better able to withstand extreme weather conditions compared to wind and solar, which can experience significant output drops during freezing temperatures.3. The financial and regulatory challenges facing the renewable energy industry, particularly in states like New York that have set ambitious clean energy targets.The transcript discusses how the costs of implementing renewable energy are much higher than expected, leading to financial issues and a reliance on fossil fuels that contradicts the stated environmental goals.4. The global expansion and technical expertise of U.S. oil and gas companies, and how they are leveraging this to gain a competitive advantage internationally.The discussion touches on how U.S. oil majors like Chevron and ExxonMobil are using their technical capabilities to grow their business overseas, in contrast to European oil companies that have shifted more towards renewable energy. We also cover Liberty Energy's different view of being an oilfield service company. 1.100 Wind Turbines Get an Upgrade in Texas, but at What Cost?2.Texas Sues Wind Turbine Recycler Over 3,000 Blades Dumped In Sweetwater3.Wind Costs Hitting New York’s Utopian Green-Energy Party Where It Hurts4.Finland Wind Turbine Blades Freeze, Curbing Green Power Output. Yet another lesson on Grid Resilience5.U.S. Oil Majors Are At the Front Lines of Energy Dominance Through Service6.Liberty Energy Secures 330MW Power Deal to Support Data Center Expansion in Texashttps://energynewsbeat.co/https://theenergynewsbeat.substack.com/Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/Shout out to Steve Reese and Reese Energy Consulting for sponsoring the podcast. https://reeseenergyconsulting.com/

This series of storms highlights the need to rethink how electricity is priced for consumers in the United States. Wind and solar receive subsidies, have no end-of-life funds, and incur no grid-resilience costs when they can't generate. The current pricing model also does not include grid resiliency costs and the additional maintenance required for natural gas turbines to spin up and down during wind and solar generation. The additional maintenance costs are just passed on to consumers, who don't realize they are caused by wind and solar installations. The main topics discussed in this Energy News Beat Stand Up are:1. The impact of recent winter storms on the U.S. energy grid and the performance issues with renewable energy sources like wind and solar during peak demand periods. The speaker argues that wind, solar, and storage need to be repriced to account for the additional costs they impose on the grid.2. The launch of "Project Vault" by the Trump administration to establish a strategic critical minerals reserve and reduce U.S. dependence on foreign suppliers, especially China. The speaker highlights several companies that are expected to benefit from this initiative.3. Siemens Energy's $1 billion investment to expand manufacturing of grid equipment in the U.S., creating 1,500 new jobs. The speaker praises the "approachability" of the Trump administration and the Department of Energy, which he says has made it easier for companies like Siemens to invest in Republican-led states.4. The decline in OPEC oil production in January 2026, largely due to political turmoil in Venezuela. The speaker discusses the complexities of the global oil market, noting that "not all oil is created equal" and that OPEC is taking a cautious approach to production quotas and cuts.5. India's continued imports of Russian oil, despite pressure from the U.S. to reduce reliance on Russian energy. The speaker argues that he does not fault India for buying cheap Russian oil, but criticizes California for importing Russian oil-derived jet fuel, which he sees as a national security risk.6. The need for more truthful and fact-based reporting on energy issues by the mainstream media, which the speaker believes is often biased in favor of renewable energy.1.Overreliance on Renewables Leaves Americans Out in the Cold, and Paying More for Electricity2.Trump’s Project Vault Gives US Critical Minerals a Boost3.Siemens Energy Commits $1 Billion to Ramp Up Manufacturing in US, Impacting Grid Equipment4.OPEC Output Fell Last Month Due to Venezuela Turmoil5.Oil Rises Amid Conflicting Reports on Iran6.India Is Expected To Only Slowly Reduce Its Import Of Russian Oil7.When will the Mainstream Media Report the Truth on Energy? Nick Deluliis Stops By to Talk about the Truth In EnergyShout out to Steve Reese and the Reese Energy Team at https://reeseenergyconsulting.com/Sources: theenergynewsbeat.substack.com, nationalreview.com, Grok, electrek.co, eia.gov Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Nick Deluliis is a Director on the CNX Board and an author, bringing decades of experience to the discussion. On his website, he cites WSJ reporting and notes that the mainstream media (MSM) is letting the American Public down. He also raises some compelling points about how this can play out.With Bill Gates admitting we are not going to die from "Climate Crisis" to Larry Fink admitting at Davos that we need stable power, when will the MSM follow these stories? Is it up to the podcasts?Connect with Nick on his LinkedIn:https://www.linkedin.com/in/nick-deiuliis/1. Concerns about biased and inaccurate energy news reporting:The host and guest discuss how energy news reporting, particularly in outlets like the Wall Street Journal, often fails to provide objective, fact-based coverage. They cite the "Gell-Mann amnesia effect" where readers trust the reporting on topics they are unfamiliar with, even when the reporting on the guest's area of expertise (energy) contains significant flaws and omissions.2. The challenges of transitioning the energy grid to renewable sources:The transcript explores how the push for large-scale adoption of wind and solar power has led to "manufactured inefficiencies" in energy systems. The guests argue that intermittent renewable sources are not viable replacements for reliable baseload power from fossil fuels and nuclear, resulting in grid instability and higher costs for consumers.3. The importance of rational, fact-based energy policies:The discussion highlights how ideologically-driven energy policies, often favoring renewable energy over more reliable sources, have had negative consequences for energy affordability, grid reliability, and industrial competitiveness. The guests advocate for policymaking grounded in scientific and economic realities rather than political agendas.4. The potential of the Marcellus Shale region for reviving American manufacturing:The guests express optimism about leveraging the abundant natural gas resources in the Marcellus Shale to support domestic manufacturing and economic growth, if policies enable the efficient development and utilization of these energy assets.5. The emerging global divide on energy and climate policies:The transcript suggests a bifurcation of the world into two camps - those pursuing net-zero emissions policies that undermine industrial competitiveness, versus those focused on energy affordability and reliability to support economic prosperity.We emphasized the need for objective, fact-based journalism to inform the public and policymakers on the complex realities of the energy transition.Time Stamps: 01:04 WSJ Pivots from Trusted Reporting to Propaganda04:00 The founding of the nation was on trust, and the press was afforded protections08:59 Texas ERCOT, even with problems, is better off than other areas12:42 Manufactured inefficiency on the grid15.13 Ds and Rs it is simpler - it's ideological17:39 the Reliables are nat gas, coal, and nuclear20:11 Power sources next to generationShout out to Reese Energy Consulting for sponsoring the Podcast: https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/

A wild way to end January trading with the Silver Crash of 2026, and how is oil going to shake out? We also cover earnings for Chevron, ExxonMobil, and Liberty Energy. The main topics discussed in thisEpisdoe of the Energy News Beat Stand-Up are:1. The dramatic plunge in silver prices:  - The silver market saw a 37% single-day crash on January 30th, the worst day on record since March 1980.  - There are questions around potential market manipulation by entities like JP Morgan.  - The hosts discuss the underlying supply and demand factors impacting the silver market, such as China's export restrictions.2. The global energy crisis and its impact:  - Europe is facing major challenges with energy security and affordability, leading to a resurgence of fossil fuel usage.  - Countries like China, India, and the UK are all ramping up domestic oil and gas exploration and production.  - The hosts analyze how this global energy crunch is affecting natural gas prices and availability in the US.3. The role of natural gas and fossil fuels in the energy transition:  - Texas is doubling down on natural gas-fired power generation, including a massive 75.65 GW project.  - Major oil companies like Exxon and Chevron are increasingly partnering with data centers to provide dedicated, behind-the-meter power generation.  - The hosts discuss how this shift towards natural gas-powered data centers could impact midstream pipeline companies.4. Earnings and financial performance of energy companies:  - The hosts review the latest quarterly earnings reports from companies like Liberty Energy, Exxon, and Chevron.  - They analyze trends like share buybacks, production growth, and the impact of assets like Guyana and Venezuela.  - The discussion touches on how these companies are transitioning towards more utility-like business models.1.Silver Market Plunge Wipes Out Investors, and We Have Questions2.The Monroe Doctrine in Full Display as Danish Firm Maersk Temporarily Takes Over Operations of Two Ports on the Panama Canal3.Energy Security Starts at Home, and the EU and UK Are Waking Up4.Largest Power Project In US Approved For West Texas Amid Gas Plant And Data Center Buildout5.Liberty Energy Earnings Report for Q4 20256.Exxon Beats Expectations as Record Production Offsets Lower Oil Price7.Chevron Beats Profit Estimates with Venezuela on a RollShout to Steve Reese and the entire Reese Energy Consulting group for sponsoring the Energy News Beat Podcast. https://reeseenergyconsulting.com/Shout out to FeedSpot - Energy News Beat ranked #3 globally for top Energy Podcasthttps://podcast.feedspot.com/energy_podcasts/Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

You can't buy this kind of entertainment. When President Trump throws out a mean Truth Social post, he can move the markets, but when an Aircraft Carrier Strike group shows up near Iran and Iraq, the oil traders panic. It is quite possible that the Glut Narative may just roll off into the sunset, as Stu Turley has said on the podcast "Where's the Glut?" much like the "Where's the Beef" Wendy's commercial. We are seeing a commodities Supercycle surge, and did oil just make it to the Commodities Homecoming Dance? We cover critical investing and issues that will impact consumers in the oil and gas markets. The main topics discussed in this Energy News Beat Stand-UP are:1. Geopolitical tensions and their impact on oil prices:  - President Trump's threats of military action against Iran and the resulting spike in Brent crude oil prices  - Concerns about potential supply disruptions from Iran and Iraq, which could further impact oil markets2. Declining oil and gas exploration and investment:  - The plunge in global conventional oil and gas discovery volumes in recent years  - The decline in overall oil and gas capital expenditures, focused on short-cycle, low-cost projects  - The high percentage of production coming from post-peak oil and gas fields raising concerns about future supply3. The changing dynamics in the oil and gas industry:  - The dichotomy between "drill, baby, drill" and "grow, baby, grow" approaches to production  - The role of refinery demand in determining the pricing and trading of different crude oil grades  - Saudi Aramco's efforts to change how OPEC monitors and prices oil, moving towards a more refinery-driven model4. Potential mergers and acquisitions in the sector:  - The ongoing discussions around a potential merger between Coterra Energy and Devon Energy  - The involvement of activist investor Kimmeridge in pushing for this merger, including the potential nomination of Scott Sheffield to Coterra's board5. Performance and outlook for oil and gas companies:  - The strong stock price performance of major oil companies like ExxonMobil and Chevron  - The potential opportunities in the mining and gold/silver sectors as a hedge against oil and gas market volatilityStories Covered in today's Energy News Beat Stand-Up1.Brent Breaks $70 After Trump Threatens Iran With Military Force2.Oil Options on Longest Bullish Run Since 2024 as Iran Risk Looms3.Oil Exploration Drastically Lagging Demand – We are approaching a critical junction of lack of investment4.Trinidad & Tobago: The $4 Billion Nat Gas Play5.Gas Turbines Suffer Economic Hardships Due to Stress Placed on Them by Wind and Solar6.Saudi Aramco Raises $4 Billion as Oil Prices Remain Under the Oil Glut ThreatA shout-out to Reese Energy Consulting for sponsoring the Podcast: https://reeseenergyconsulting.com/Check out: theenergynewsbeat.substack.com,Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Robert Bryce is an author and movie producer, and he has a great Substack at Robertbryce.substack.com. We consider him a national treasure, and he holds nothing back in this great interview. We explore the world to see how energy, oil, and geopolitics collide. As we release this podcast, US Ships are approaching Iran, and oil prices are responding. The main topics discussed in this Podcast are:1. The role of energy, particularly oil, in global geopolitics and conflicts:  - The transcript discusses how targeting electrical grid infrastructure has been a common military tactic in major conflicts like the Iraq wars, the Russia-Ukraine war, and the situation in Venezuela.  - Controlling energy resources and infrastructure is seen as a key strategic objective in these conflicts.2. The "dark fleet" and Venezuela's involvement in circumventing sanctions:  - The discussion touches on Venezuela's relationship with Russia and China, and how they have been using a "dark fleet" of tankers to move oil and bypass sanctions.  - This highlights how energy trade and financial mechanisms are being used to counter geopolitical pressure.3. The shift towards a "Western Hemispheric energy powerhouse":  - There is discussion about the Trump administration's efforts to align the energy resources of the Western Hemisphere, including shale, oil sands, and Venezuela's heavy crude, under a framework that prioritizes reliable, low-cost supply.  - This is seen as a potential challenge to OPEC's influence.4. The challenges facing the transition to renewable energy and electrification:  - The transcript touches on the growing demand for electricity, the constraints on the power grid and natural gas supply, and the difficulties in rapidly scaling up new energy infrastructure.  - There is a discussion about the role of natural gas, data centers, and new technologies like reciprocating engines in meeting this growing energy demand.5. The performance and challenges of the electric vehicle (EV) market:  - The transcript discusses the significant financial losses incurred by legacy automakers in their efforts to compete with Tesla and enter the EV market.  - This is seen as an example of the industry misjudging the market and customer demand for EVs.Chapters/Time Stamps03:27 War and how energy infrastructure is targeted07:59 Energy is the key to geopolitics14:35 Greenland is the New Green Deal18:32 EIA Growing Electricity Demand 27:37 Natural Gas, and we may be too dependent on one source32:41 EVs and the problems car makers have had, and caused. Check out Robert Bryce on his Substack: https://robertbryce.substack.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/or the Energy News Beat Website https://energynewsbeat.co/

There is a lot to unpack today, but if you want to make money, Silver, and Nat Gas are at the top of the list. The JP Morgan story with their silver problem is a wild ride for silver miners, and if you are looking to make some money, I show you the tools I am using. I do not give investment advice, just show you the tools and market information. Check with your CPA or certified investment professional.1. The potential natural gas shortage in Europe and its impact on the silver markets. The host discusses how natural gas shortages could lead to rationing and impact energy-intensive silver refining processes in Europe.2. The performance and outlook of various mining and petroleum stocks, including Helca Mining, Coeur Mining, Pan American Silver, and Exxon. The host analyzes the current stock prices, valuations, and earnings of these companies.3. The potential impact on Canada if it signs a trade deal with China, and the threat of a 100% tariff by President Trump on Canadian products. Stu discusses the economic consequences this could have for Canada. There could be a 4% drop in GDP and the loss of hundreds of thousands of jobs.4. The decision by Shell to shutter or divest around 1,000 retail gas stations in the US, with a significant impact felt in California. The host is critical of California Governor Gavin Newsom's energy policies.5. The use of retired military engines for energy generation, which the host finds to be a promising idea.A great way to bridge the gap of demand for new natural gas turbines and get power to data centers behind the meter.6. The performance of the overall stock market, with the Dow Jones down but the NASDAQ and S&P 500 up on the previous Friday. I do a quick run-through of some stock charts; let me know what you want to see in the future.Time Stamps01:07 JP Morgan and silver crisis to $420 - how to look at making money03:50 Storm Fern rolls through and how is the US Grid being powered06:27 China signs a deal with Canada, and it may cost hundreds of thousands of jobs09:13 Gavin Newsom steps in it again after Davos, Shell to shut down 1,100 gas stations10:58 250 Actions the Trump adminstration has taken to ensure grid safety and lower prices11:52 Sonsor Reese Energy Consulting13:30 VectorVest Stock review of top stocks and what to look for in making moneyWe do not give investment advice; rather, we show you the tools and resources we use. Please check with your CPA, or certified financial planner.1.European Natural Gas Shortage May Impact Silver Refineries: Implications for Global Markets and Investment Opportunities2.What Powers the U.S. Grid During a Major Storm3.If China Signs a Deal With Canada, Trump Puts a 100% Tariff on All Products from Canada4.Gov Newsom Under Fire yet Again as Shell Closes 1,100 Gas Stations, Causing Hardship on Citizens5.250 Actions the Trump Administration and Congressional Allies Have Taken to Unleash Our Energy Potential6.Newsom’s Presidential Ambitions Died in Davos7.AI and Data Centers Spark Innovation – Like Retired Military Aircraft Engines for EnergyCheck out the Energy News Beat Substack https://theenergynewsbeat.substack.com/The Energy News Beat YouTube Channel https://www.youtube.com/@energynewsbeatCheck out the Energy News Beat Website https://energynewsbeat.co/Check out if oil and gas is right for your portfolio https://sandstoneassetmgmt.com/invest-in-oil-and-gas/ Reese Energy Consulting https://reeseenergyconsulting.com/