Energy News Beat Podcast

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

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

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

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

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

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

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

CNBC inspired today’s ENB Stand Up - I Did Not Have That On Michael’s Bingo Card.The interview on CNBC inspired today’s ENB Stand Up, and here is the full interview with Peter Boockvar, CIO of One Point BFG Wealth Partners, who was interviewed on ‘Fast Money’ to discuss why he is bullish on energy heading into 2026. I found this story very interesting as Peter goes through the key bullet points. Their interview was on CNBC.Peter Boockvar also said: “Now with OPEC, we’ve seen more than two million barrels a day of production increases and quota increases, but the production increases haven’t really met up fully with the quotas, which tells me that there’s less available excess production supply, and it’s really only coming out of Saudi Arabia and the UAE.”Finally, Peter Boockvar commented, “I think sixty dollars a barrel is pricing in almost no geopolitical risks. And I think the market just almost in a way assumes that there’s going to be a deal.”Chapter Times:00:00 Intro00:30 Peter Boockvar on the CNBC Interview, oil is next year's gold04:48 California Pipeline Shut Down, A crisis in the making10:12 Will the oil Shadow Fleet End? ENB Stand Up Stories Covered on The ShowOil could be next year’s gold, says investor Peter BoockvarNew Report Warns Consequences of an Oil Pipeline Shutdown Would ‘Cascade Across the State’California’s Oil Rush Slips into Final Act, and May Take Alaska’s Oil Rebound Down with ItThe Shadow Fleet End? – Giacomo PrandelliAfrica is Embracing Oil and Gas for New Development, and Will Benefit Africans, Investors, and the MarketUS Oil Rig Count Stages A Comeback After Last Week’s LossesCheck out Reese Energy Consulting at https://reeseenergyconsulting.com/The full article at The Energy News Beat Substack: https://theenergynewsbeat.substack.com/p/could-oil-be-next-years-gold-investmentGot questions if you need a tax deduction? https://energynewsbeat.co/invest/

Katy Grimes, Editor in Chief of the California Globe, and Mike Umbro stop by the ENB Podcast.This podcast rolled around because Katy Grimes, the Editor in Chief of the California Globe, wrote a brilliant story, “Has California’s Oil and Gas Industry Hit the Point of No Return?” and in that story, she is pointing out that the National Security Risk created by Gavin Newsom’s energy policies may have pushed the oil and gas business to the brink of collapse.On the podcast, we discussed that the main pipeline may shut down in weeks, meaning oil drilled in California will have to be trucked to refineries rather than put into the pipeline. Yes, you read that correctly. Shut down in weeks. We also ask, how many of those truck drivers are illegal migrants who can’t read, and we need thousands of trucks that don’t exist.The other huge issue is the sheer number of tankers that will be piling up off the coast, which is a real problem. There is a good chance that some are no longer part of the Dark Fleet and may not be seaworthy or insured.Key Chapter Time Stamps02:17 California’s Oil Crisis is now a Security Risk04:50 California Imports 70% of the oil it requires07:09 Permitting and Regulatory issues for E&P operators10:06 Crimson Midstream Pipeline, The San Pablo pipeline potential shutdown mid-December12:21 The largest oil spills were from Tankers, and we are going to see more tankers on the water, driving potential accidents up.13:51 Shout out to Gene Nelson, PhD., whom I just interviewed, and we talked about that interview that is now in production.16:06 Nuclear plants had been shut down to make way for wind and solar installations.18:52: The oil industry is over22:05 How to fix the broken system23:55 Alaska imports jet fuel, diesel, and gasoline, causing significant environmental damage.41:18 Mike Umbro, Energy Environmentalist: Well, that's about hugs and Chris Wright. I told you I don’t need a hug, I need a permit.Please make no mistake, we have a crisis brewing in California.Katy’s comment that Governor Newsom can’t be this incompetent and that it has to be deliberate really resonated with me while writing this summary.ENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy.https://energynewsbeat.co/request-media-kit/

Michael Tanner and Stu Turley cover several significant developments in the energy industry.First, they discuss New York's new "Cap and Invest" program, which will ration and tax fossil fuels. We do not see this as being ineffective and costly for consumers. This will do nothing but drive more people out of New York and reduce taxable income as money leaves the state. There is a reason JP Morgan has moved its gold trading unit out of New York.Next, we examine the increasing isolation of Venezuela as its allies Russia and China step back amid heightened U.S. pressure. This has implications for Venezuela's significant oil reserves.We then cover ExxonMobil's interest in acquiring a Russian firm's stake in an Iraqi oil field, as U.S. sanctions impact the global energy landscape.The discussion shifts to the automotive industry, noting a pivot away from aggressive EV adoption towards more profitable hybrid vehicles in the U.S. Analyst Josh Young's insights on OPEC's production increases and the implications for spare capacity and oil market dynamics are also covered.Finally, we lament the collapse of California's oil and gas industry due to stringent policies and permitting challenges, and we criticize the state's governor.Key Time Stamps:00:17 New York to Tax more and Ration fossil fuels03:21 Venezuela is suddenly alone06:20 ExxonMobil looking over LukOil in Iraq08:57 Shift to hybrid cars will lower gasoline demand10:23 OPEC* Production13:17 Has California's Oil and Gas industry hit the point of no return?Stu will be interviewing Mike Umbro, and Katy Grimes, Editor in Chief of the California Globe, are live on LinkedIn, X, and YouTube to talk about the California story. "Has California’s Oil and Gas Industry Hit the Point of No Return? – California Globe"Here is the live link: https://www.youtube.com/live/9iQIhfX0ydM?si=82sbS7hGXOPeYNYVStories we covered today:1.New York’s climate law will ration fossil fuels and tax the rations – David Wojick on CFACT2.Venezuela is Suddenly Alone: Allies Step Back Amid Escalating U.S. Pressure3.ExxonMobil Looks Over Lukoil’s Iraqi Oilfield as U.S. Sanctions Finally Hit Home – What does this mean for Investors?4.The Shift to Hybrid Cars is Moving in the US5.OPEC+ Production Increases and Spare Capacity Audit – Oil Market Implications6.Has California’s Oil and Gas Industry Hit the Point of No Return? – California GlobeShout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/We have specials going on, so ask Stu for details.

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Nathan Lord, President of Shale Crescent USA, to unpack why Ohio, West Virginia, and Pennsylvania may be the world’s most overlooked manufacturing and energy powerhouse. Nathan explains how the region’s abundant, low-cost natural gas creates a world-class advantage for petrochemicals, power generation, and reshoring manufacturing from Europe and China—while also cutting emissions by building near the fuel source. They dive into Europe’s deindustrialization, the risks of net-zero policies that export industry (and emissions) to China, the coming surge in gas demand from LNG and AI data centers, and why winning the “fuel race” is the key to U.S. energy security, grid reliability, and long-term prosperity for American workers.We wrote an introduction to this interview for the Energy News Beat Substack, and it included data compiled by Nathan and the Shale Crescent team. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityI look forward to more podcasts and interviews with CEOs from Ohio, West Virginia, and Pennsylvania to discuss this significant, strategic reindustrialization effort for the United States. Thank you, Nathan, for stopping by the Podcast, and I am looking forward to our follow-up conversations! - StuCheck out the Shale Crescent USA website here: https://shalecrescentusa.com/Connect with Nathan Lord on his LinkedIn here: https://www.linkedin.com/in/nathan-lord-230a99a9/Highlights of the Podcast 00:00 - Intro01:01 – What Is Shale Crescent USA?02:53 – Marcellus Gas Volumes & Global Ranking04:20 – Where Global Manufacturers Go Next05:35 – Trump, the Saudi Crown Prince & LNG Dreams06:02 – Maximizing the Molecule: From Gas to Booster Seats07:16 – Germany’s Net-Zero Deindustrialization09:06 – Europe’s Energy Insecurity vs. U.S. Shale Advantage11:15 – Energy Security at Home, Energy Dominance Abroad12:12 – How Shale Crescent Lands Global Projects13:07 – Stu’s Two-Track World & China’s Manufacturing Pull14:54 – Can the U.S. Beat China on Manufacturing Costs?17:51 – Onshoring, ESG & Emissions Reality20:26 – Is ESG Fading? Cleanest Molecule Wins21:51 – Rare Earths vs. “Rare Natural Gas” Advantage23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing24:11 – Who’s Locking Up Molecules (and Who Isn’t)26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power28:30 – Avoiding Blackouts & Winning the AI Fuel Race32:06 – Build on the Fuel Source: Speed to Power35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps37:39 – Man-Made Energy Problems & Leadership38:18 – How to Find Nathan & Shale Crescent USA39:08 – Closing: From Rust Belt to ProsperityFull transcript will be on https://energynewsbeat.co/Check out https://energynewsbeat.co/request-media-kit/

On today's episode of the Energy News Beat Stand Up, Michael Tanner and Stu Turley are a few pounds heavier from Thanksgiving!Key issues discussed today:Russia's oil and gas revenue is projected to decline sharply in November, potentially by as much as 35%. This revenue shortfall may be contributing to heightened diplomatic activity around the Russia-Ukraine war.- The potential impact on oil prices if the Russia-Ukraine war were to end. Michael Tanner argues that oil prices would likely go down, as Russia would be able to bring more oil supply back online. Stu Turley suggests prices could rise, as Russia would have more money to fund its operations.- The potential disruptions to oil supply, such as attacks on tankers in the Black Sea and disruptions to the Caspian Pipeline Consortium. However, the hosts seem to downplay the potential impact of these events on oil prices.We also discussed the ongoing dispute between a Texas oil executive and the state of California over offshore oil production. The hosts are critical of California's regulatory environment and its impact on energy production.Chapters 00:01 Intro00:21 Russia's oil and gas revenue may fall by 35%05:58 Caspian Pipeline Consortium halts Black Sea oil loading after Ukraine attack10:14 Texas Oil Mogul at war with Gavin Newsom's Energy Policies14:44 New Fortress Energy gets a 3 billion deal with Puerto Rico20:46 Closing1.Russia’s Oil and Gas Revenue May Fall in November by 35%, Reuters Calculations Show2.Caspian Pipeline Consortium Halts Black Sea Oil Loading after Ukraine Attack – And Black Sea tankers hit3.What If Venezuela’s Oil Is Shut Down and We Get Peace in Ukraine? Analyzing the Potential Impact on Oil Prices4.The Texas Oil Mogul at War With California Over an Offshore Bounty5.New Fortress Gets Tentative OK for $3 Billion Puerto Rico Deal – What Does This Mean for Investors?Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas Investing

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Tyler Lindholm, Wyoming State Director of Americans for Prosperity, to break down the truth about America’s energy future, federal overreach, the wind farm subsidy scams, coal’s comeback, and why Wyoming is becoming the last line of defense for U.S. energy security.Lindholm exposes how federal land policies cripple ranchers, why baseload power still matters, how California depends on Wyoming to keep the lights on, and why renewable subsidies are collapsing under their own weight. They also dive into grid reliability, the “duck curve,” production tax credit scams, and how local citizens can take back control of energy policy.If you care about energy independence, rural America, or honest conversations outside the mainstream media… this is the episode to watch.Thanks for your leadership, Tyler, in Agriculture, Ranching, and Energy! I had an absolute blast visiting with you. - Stu.Connect with Tyler on LinkedIn: https://www.linkedin.com/in/tyler-lindholm-9119a259/???? Want to get involved?Visit: AmericansForProsperity.orgHighlights of the Podcast 00:00 - Intro00:32 – Why Wyoming Is a U.S. Energy Powerhouse01:02 – Wyoming’s Energy Priorities01:41 – Trump’s “Three Horsemen” of Energy Dominance02:01 – New Coal Plant Proposal03:10 – Reliable, Affordable Energy Is King03:35 – AFP’s Mission: Cutting Government Barriers04:24 – Federal Land Control Hurting the West05:44 – Grazing, Wildlife & Real Environmental Impact07:58 – California’s Dependence on Wyoming Power09:23 – Energy Security = National Security10:42 – How Citizens Can Get Involved Locally13:09 – Wyoming’s Workforce & Six-Figure Energy Jobs13:34 – AI vs. Blue-Collar America15:16 – The Duck Curve Explained Simply17:03 – Wind Farm Reclamation Crisis18:31 – Wind Subsidy Scams (PTC Loophole)20:22 – Who Really Runs the Grid21:55 – Closing ThoughtsCheck out the full articles: https://theenergynewsbeat.substack.com/or on the website:https://energynewsbeat.co/

Happy Thanksgiving, and we have a wild Energy News Beat Stand Up for You! We are focusing more on finance, deal reviews, and the economics of energy rollout in future articles. UK oil and gas companies exploring opportunities in the U.S. market: We discuss how large UK oil and gas companies like Harbor Energy are actively looking for merger and acquisition opportunities in the U.S. as they face challenges in the UK market due to Net Zero policies.Kind of like I have said, that oil saved the whales the first time, and President Trump’s ending of offshore wind may save them the second time. The UK oil companies looking to move is a potential trend for all investors to take note of. Energy Policies have consequences, and the UK, EU, and even Canada are on a road to a fiscal catastrophe.We also cover the concerns about potential oil shortages: Comments from Russia’s top OPEC negotiator, Alexander Novak, who warned about the risk of an imminent oil shortage due to chronic underinvestment in new oil production to replace declining fields.China’s development of a new CO2 turbine technology: We discuss China’s unveiling of a new supercritical carbon dioxide power generator technology, which could have significant applications in industries like cement and steel.Challenges and opportunities in the U.S. nuclear power sector: And Michael and I explore how the U.S. government is trying to support the development of larger nuclear reactors, including through low-cost government loans, in order to make nuclear power more profitable and attractive to investors00:18 Harbor Energy is scouting mergers and acquisitions in the US03:35 Russia points out oil needs investments07:05 China unveils new CO2 turbine that could upend power tech13:03 Sponsor and FinanceCheck Out Full Articles and Transcripts https://theenergynewsbeat.substack.com/and https://energynewsbeat.co/Stories Covered in this episode1.Large UK Oil and Gas Company Explores U.S. Deals – WSJ2.Russia Points Out the Lack of Investment in Oil is Poised to Cause an Oil Shortage3.China Unveils New CO2 Turbine That Could Upend Power Tech4.Can the U.S. Make Big Nuclear Reactors? How Can We Make Nuclear Profitable? How do Investors React?

Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg01:56 Doomberg on the UK and energy crisis06:28 Doomberg on the Labor Party12:01 Doomberg on the Russian-Ukrainian War14:37 Zelensky won the election, but may not be viable in peace talks25:39 California and Gov Newsom Energy Crisis31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.38:14 US Dollar financial system and the petro dollar43:13 Global debt45:54 Secretary Chris Wright53:41 Doomberg on data centers sitting on top of power sourcesA special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/Check out the transcript at https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/#doomberg #finance #investing #investinenergy

In this episode of the Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down whether the U.S. petrodollar is truly dying or just taking hits as global reserves shift and new trading blocs emerge. They dive into the IEA’s stunning reversal projecting rising oil demand through 2050, natural gas’ shift toward year-round high pricing, and why the Shale Crescent region is becoming America’s most strategic energy asset. The hosts also unpack the real drivers behind soaring electricity prices—policy, transmission, and renewable integration—separate from AI demand, and spotlight China’s breakthrough thorium molten-salt reactor. They wrap with oil and gas market moves, rig count surprises, and the SM–Civitas merger shakeup. A packed episode full of global finance, energy policy, and market insights.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:13 - Is the US Petrodollar Dead, or Just Wounded?05:01 - The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In.08:57 - America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security11:39 - Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly14:28v - The Rhyme and Reason behind Rising Electricity Prices17:26 - The World’s First Thorium Molten Salt Reactor in China22:11 - Markets Update24:12 - SM–Civitas Merger Move26:24 - Outro Links to articles discussed:Is the US Petrodollar Dead, or Just Wounded?The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In.America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityRising Electricity Prices Started Long Before AI, and Should Not Be Politicized IncorrectlyThe Rhyme and Reason behind Rising Electricity PricesThe World’s First Thorium Molten Salt Reactor in China

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down why there’s no real oil glut despite market noise, Chevron CEO Mike Wirth’s bullish long-term stance, and how AI-driven efficiency is reshaping Big Oil. They dive into Sweden’s pension fund disaster after chasing risky net-zero bets, why micro-nuclear reactors may be the sleeper investment of the decade, and Enbridge’s major pipeline expansion boosting Canadian crude flows. The episode also covers China and India’s role in setting the floor and ceiling for global oil prices, the hidden machinery behind Russia’s “dark fleet,” and why sanctions aren’t stopping crude from moving—just rerouting it. A fast, sharp look at the forces shaping 2025’s energy markets.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:22 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron03:46 - Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects07:17 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil11:01 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security12:49 - China Sets the Floor and Ceiling for Global Oil Prices15:45 - Why China and India Continue Buying Russian Oil?18:25 - Outro Links to articles discussed:Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and ChevronSweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero ProjectsEnbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy SecurityChina Sets the Floor and Ceiling for Global Oil PricesWhy China and India Continue Buying Russian Oil?

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley breaks down the DOE’s $1 billion loan to restart Three Mile Island and why it marks a major win for American energy security and nuclear renaissance. He then dives into how China now sets the floor and ceiling for global oil prices, and why China and India continue buying Russian oil despite sanctions and shifting tanker data. Stu also covers Japan’s accelerating geopolitical posture toward China, Europe’s dangerous dependence on China for rare earth processing, and the EIA’s surprising crude inventory draw that signals a bullish outlook for oil. Packed with analysis, global insights, and energy market implications, this episode keeps you sharp and ahead of the curve.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:20 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security02:07 - China Sets the Floor and Ceiling for Global Oil Prices05:04 - Why China and India Continue Buying Russian Oil?07:47 - Japan Might Challenge China Sooner Than Expected – Andrew Korybko09:17 - Europe Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone Else14:07 - EIA Reports Surprise Crude Oil Inventory Dip16:37 - Outro Links to articles discussed:$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy SecurityChina Sets the Floor and Ceiling for Global Oil PricesWhy China and India Continue Buying Russian Oil?Japan Might Challenge China Sooner Than Expected – Andrew KorybkoEurope Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone ElseEIA Reports Surprise Crude Oil Inventory Dip

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down Chevron CEO Mike Wirth’s confident outlook on oil and gas, even as the industry wrestles with glut fears, AI-driven efficiency shifts, and evolving demand. We explore the UK’s growing tension between AI expansion and net-zero ambitions, Sweden’s painful pension-fund losses from risky green investments, and Enbridge’s major move to expand Canadian oil export capacity. We also recap Ukraine’s latest refinery strike and the escalating 2025 energy-infrastructure hits shaping global markets. Plus, we cover rig-count changes, volatile pricing, and the geopolitical pressure points driving this week’s energy narrative.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:15 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron03:42 - Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter06:05 - Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects09:41 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil10:45 - Ukraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War15:23 - Market Update16:35 - U.S. Rig Count Up this Week by One16:39 - Frac Count Update17:53 - Outro Links to articles discussed:Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and ChevronLabour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn PorterSweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero ProjectsEnbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian OilUkraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian WarU.S. Rig Count Up this Week by One

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turle and Michael Tanner break down why “location, location, location” is driving the resilience—and risks—of U.S. drilling programs as breakeven costs diverge sharply across basins. They unpack rising natural gas prices amid LNG export demand, Germany’s shaky energy outlook, and a wave of renewable sector troubles from Pine Gate Renewables’ bankruptcy to Ørsted’s massive losses. The hosts also highlight coal’s global comeback, the long-term implications of U.S. turbine shortages, and Chevron’s move into behind-the-meter Permian power for AI data centers. Plus, they take aim at COP30 drama and Gavin Newsom’s energy commentary, contrasting political narratives with real-world demand for molecules—not slogans.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:15 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:53 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio13:04 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?16:01 - Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan18:34 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model21:09 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the LocationU.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage NumbersPine Gate Renewables files for bankruptcy, selling solar business and project portfolioCOPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug SheridanChevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model