Energy News Beat Podcast

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

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

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

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

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

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner dive into California’s escalating energy crisis as Valero refuses a massive taxpayer-funded bailout, exposing Governor Newsom’s failing net-zero policies. They highlight global pushback against renewables with Belgium’s latest wind project rejection, discuss widespread oil and gas job cuts and industry consolidation, analyze Ukraine’s attacks on Russian pipelines and their geopolitical ripple effects, and explore the long-term risks of collapsing exploration capital among oil majors. The show wraps with market updates, leadership changes at SM Energy, and previews of major upcoming interviews.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown03:47 - Belgian Wind Project Vetoed; Global Total Of Renewable Rejections Hits 1,104Job Cuts Rock Global Oil and Gas Sector12:08 - Ukraine Strikes Russian Pipelines, Fuel Supply Hit Hard – Do they even want Peace?14:34 - Peak Oil Production? Oil Majors’ Exploration Capital Tumbled Since 201321:53 -Market Updates24:12 - SM Energy CEO Transition27:39 - OutroLinks to articles discussed:California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery ShutdownBelgian Wind Project Vetoed; Global Total Of Renewable Rejections Hits 1,104Job Cuts Rock Global Oil and Gas SectorUkraine Strikes Russian Pipelines, Fuel Supply Hit Hard – Do they even want Peace?Peak Oil Production? Oil Majors’ Exploration Capital Tumbled Since 2013

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Oklo’s groundbreaking step toward nuclear fuel recycling, a massive ICE raid on Hyundai’s EV battery plant, and Secretary Scott Besson’s fiery call for Federal Reserve reform. They also unpack China’s illegal oil drilling in Taiwan’s EEZ, OPEC’s surprising October production bump, and the market’s reaction to energy pricing and jobs data. The episode wraps with sharp insights on AI-driven energy demand, rig count trends, and the best plays for 2025 oil & gas tax investing.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility02:21 - Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action04:44 - Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review10:22 - China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ12:30 - OPEC+ Agrees in Principle to Increase Production in October18:05 - Markets Update21:29 - OutroLinks to articles discussed:Oklo Commences First Phase Construction on Nuclear Fuel Recycling FacilityHyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement ActionTreasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire ReviewChina Escalates Taiwan Provocations with Illegal Oil Drilling in EEZOPEC+ Agrees in Principle to Increase Production in October

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down how Net Zero policies are crippling the UK—skyrocketing power prices, wind curtailments, and deindustrialization. They highlight tax-driven collapse in the North Sea, Germany’s gas rebound, and China’s move to challenge the petrodollar with the yuan.Energy hypocrisy is global—and the fallout is just beginning.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:06 - High Energy Costs Push UK Industry to the Brink02:54 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More06:45 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions10:37 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped14:20 - Germany Sees Bigger Role for Gas to Keep the Lights On16:51 - OutroLinks to articles discussed:High Energy Costs Push UK Industry to the BrinkThe UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even MorePutin and Modi Meet in China: Forging Energy Ties Amid Global TensionsChina may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedGermany Sees Bigger Role for Gas to Keep the Lights On

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Bill Mazzetti of Rosendin to break down the explosive growth of AI-driven data centers, behind-the-meter power strategies, and the future of energy infrastructure in the U.S. From Abilene’s gas-turbine projects to modular nuclear, battery mandates, and California’s near-blackout save, this episode dives into why utilities, tech, and energy sectors must now collaborate like never before. Mazzetti, a 40-year veteran, shares real-world insights, regulatory hurdles, and why modular nuclear is a “when, not if” solution for grid-hungry AI.This was an enlightening discussion around data center, natural gas, and real-world problems. It is clear that Bill has the solutions lined up and can hit the ground running. Having a leader like Rosendin running a project can make it happen on time and on budget. I really enjoyed his wide knowledge base of the entire data center rollout from a project standpoint. Having them lead your project could save millions, and in this AI Data Center race Connect with Bill on his LinkedIn: https://www.linkedin.com/in/bill-mazzetti-8b66311/Check out Rosendin Data Center: https://www.rosendin.com/Highlights of the Podcast 00:00 - Intro00:40 – Bill’s Data Center Journey01:21 – U.S. Data Center Hotspots03:33 – Stargate Abilene & Behind-the-Meter Power05:20 – Load Interactive Grid Planning06:36 – ERCOT Rules & Real-World Grid Saves08:33 – Fuel Choices: Gas, Renewables & SMRs11:44 – Cloud Growth Beyond AI12:24 – Turbine Shortages & Project Planning13:40 – Grid Strain Is Broader Than Data Centers15:26 – Oilfield Innovation Meets Data Infrastructure17:50 – Nuclear’s Regulatory Wall19:32 – Transmission Bottlenecks & Urban Realities21:03 – Cleaner Power & Carbon Capture21:29 – Bill’s Return Invite22:25 – Contacting Bill Mazzetti23:14 – Wrap-Up & ThanksFull Transcript: https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, Michael Tanner discusses China potentially challenging the U.S. dollar with the yuan, Russia’s new Power of Siberia 2 pipeline to China, Germany’s energy struggles amid its green transition, record U.S. LNG exports, OPEC’s possible production increase, and ConocoPhillips’ major workforce cuts—highlighting the shifting dynamics of global energy markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped03:46 - Russia Wins in China with New Pipeline06:13 - Germany Sees Bigger Role for Gas to Keep the Lights On08:41 - US Records Highest Ever LNG Exports in August11:22 - Markets Update12:51 - ConocoPhillips says it will cut workforce by 20-25%, shares fall13:24 - OutroLinks to articles discussed:China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedRussia Wins in China with New PipelineGermany Sees Bigger Role for Gas to Keep the Lights OnUS Records Highest Ever LNG Exports in August

In this episode of Energy Newsbeat Daily Standup, Stu Turley dives into skyrocketing UK energy costs that are pushing industry to the brink as net zero policies and heavy taxation deindustrialize the economy. Tory leader Kemi Badenoch pledges to scrap net zero and boost North Sea oil and gas production, while Norway faces its own energy security challenges. Globally, Putin and Modi meet in China to forge energy ties amid rising tensions.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:19 - High Energy Costs Push UK Industry to the Brink03:03 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More06:49 - Kemi Badenoch, The UK Tory Leader, Pledges to Abandon Net Zero and Maximise North Sea Oil and Gas Production09:01 - Energy Security Starts at Home, and Norway Needs to Look Out for Its Own12:16 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions15:33 - OutroLinks to articles discussed:High Energy Costs Push UK Industry to the BrinkThe UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even MoreKemi Badenoch, The UK Tory Leader, Pledges to Abandon Net Zero and Maximise North Sea Oil and Gas ProductionEnergy Security Starts at Home, and Norway Needs to Look Out for Its OwnPutin and Modi Meet in China: Forging Energy Ties Amid Global Tensions

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down why model-based oil forecasts consistently miss the mark, highlighting Irina Slav’s takedown of flawed IEA predictions. They dive into Fed Chair Powell’s Jackson Hole speech and its implications for oil and gas capital markets, LNG export-driven shale growth, the myth of peak Permian, and ERCOT’s $14B clean energy project cancellations. From misguided net-zero assumptions to underreported system costs in renewables, this episode covers the real data behind energy trends and what investors should really be watching.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:40 - Surging US LNG Exports Fuel Growth in US Shale08:13 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?10:43 - The True Cost of Renewable Energy and the Impact on Consumers’ Electrical Bills13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark18:13 - OutroLinks to articles discussed:What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShaleERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?The True Cost of Renewable Energy and the Impact on Consumers’ Electrical BillsWhy Model-Based Oil Forecasts Keep Missing the Mark

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Ron Gusek, CEO of Liberty Energy, for a deep dive into Liberty’s mission to achieve U.S. energy dominance through resilient oilfield services and cutting-edge power innovation. They discuss Liberty’s electric frac fleets, data center microgrids, natural gas and SMR partnerships, and how behind-the-meter generation could help stabilize energy costs amid grid instability. Gusek also shares insights on the company's financial strategy, investor confidence, and what’s next in power infrastructure. A must-listen for those tracking the energy-tech frontier.Check out everything on Liberty Energy on their website: https://libertyenergy.com/Follow Ron on his LinkedIn: https://www.linkedin.com/in/ron-gusek-3b27232/I thoroughly enjoyed our conversation, and as an investor in the energy sector, I look for how management works and the corporate culture. We covered a cool story about me running into several trucks of Liberty employees in Shreveport while checking into a hotel. They were great people, and the trucks were spotless; they were all employees that I would hire in a heartbeat. Michael Tanner and I have always said on our podcasts that, while evaluating oil and gas deals and companies, "Good Management gets Good Numbers." I loved the part of Liberty Energy's future that focused on the energy and electrification section of the business. That has a flat financial base compared to the cyclical nature of the oil and gas markets. This is precisely why I like the leadership, as they are playing the long, financially sound game. Thank you, Ron, for your time and leadership in our industry. - Stu. I look forward to more follow-ups on the great things happening at Liberty Energy. Highlights of the Podcast 00:00 - Intro00:00 – Intro & Guest Welcome00:33 – EnerCom Recap & Liberty’s Story01:57 – Chris Wright’s Legacy & Energy Leadership02:31 – Oilfield Culture & Liberty's Brand Strength04:00 – Resiliency Through Downturns06:03 – Liberty Power Innovations & Data Center Pivot07:30 – Grid Gaps & AI-Energy Parallels08:54 – Microgrids for Data Centers10:46 – Customer Profiles & Geographic Targets12:18 – Electric Frac Fleets & Future-Ready Energy13:07 – SMR Partnership with Oklo14:22 – Nuclear Dreams & Liberty’s Long-Term Vision15:21 – Grid Policy Failures & Inflation16:46 – Energy Poverty in California17:12 – Liberty’s Ticker & Market Sentiment18:09 – Two-Sided Strategy: OFS + Power19:47 – Financial Stability & Long-Term Returns21:00 – Wrap-Up & Contact InfoFor the full transcript: https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup Stuart Turley breaks down the hidden costs of renewable energy and its real impact on consumer electricity bills, using EU, UK, and ERCOT examples. He highlights Doug Sheridan’s call for more baseload gas and nuclear, critiques flawed oil demand forecasts from the IEA, and reviews Irina Slav’s takedown of politicized modeling. Plus, he spotlights record U.S. natural gas consumption projected for 2025 and analyzes how BlackRock’s gas deal boosts Aramco’s financial strength.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:17 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills03:11 - Climate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug Sheridan04:58 - Why Model-Based Oil Forecasts Keep Missing the Mark09:39 - EIA expects record U.S. natural gas consumption in 202511:26 - BlackRock Gas Deal Shores Up Aramco’s Financial Firepower13:02 - OutroLinks to articles discussed:The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsClimate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug SheridanWhy Model-Based Oil Forecasts Keep Missing the MarkEIA expects record U.S. natural gas consumption in 2025BlackRock Gas Deal Shores Up Aramco’s Financial Firepower

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Jerome Powell’s latest Fed comments and what they mean for oil and gas investors. They explore the continued surge in U.S. LNG exports, shifting gas dynamics in the Permian, and how natural gas is reshaping investment strategies. The team also discusses the ripple effects of Trump’s sanctions on India and the potential threat to the U.S. dollar. Plus, they cover ERCOT’s record-breaking project cancellations, a major federal halt to Ørsted’s Rhode Island wind farm, and a closer look at the rumored Crescent-Vital Energy merger.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:51 - Surging US LNG Exports Fuel Growth in US Shale08:23 - President Trump’s Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction19:16 - Markets Update20:53 - US Rig Count Falls as Drillers Play it Safe21:11 - Frac Count Update21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say25:04 - OutroLinks to articles discussed:What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShalePresident Trump’s Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a BoomerangERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?US Orders Ørsted to Halt Rhode Island Wind Farm ConstructionUS Rig Count Falls as Drillers Play it SafeCrescent Energy nears deal for US shale peer Vital Energy, sources say

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss a surprise solar stock rally following Trump's softened tax credit policy, the major implications of Trump’s move to open 82% of Alaska’s petroleum reserve, and the potential economic crisis brewing in Germany due to high energy costs and new tariffs. They also cover Civitas Resources' CEO ousting after poor stock performance post-$7B in acquisitions, and California Governor Gavin Newsom’s controversial shift toward Big Oil to avoid gas price spikes—raising doubts about his sincerity amid speculation he may run for president. The episode wraps up with insights into an impending oil supercycle due to underinvestment and rising demand.Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:26 - Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling05:19 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany07:33 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales13:04 - Energy Transition Stalls as Oil Super-Cycle Risks Return115:46 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?18:46 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedTrump Moves to Open 82% of Alaska’s Petroleum Reserve for DrillingTariffs and Energy Costs Could Spark an Economic Crisis for GermanyEnergy Transition Stalls as Oil Super-Cycle Risks ReturnGavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Adam Hirschfeld, SVP of Workrise, to discuss the evolving landscape of the oil and gas industry. They dive into the impact of AI on energy demand, the challenges of permitting reforms, and the future of natural gas, microgrids, and decentralized grid management. Adam also shares insights into the growing role of midstream infrastructure, the shift towards AI-driven data centers, and how the energy sector is adapting to meet the increasing demand, all while navigating regulatory hurdles and workforce challenges.While we evaluate oil and gas deals at Sandstone and Energy News Beat, E&P operators doing the work rely on Workrise to help get the projects moving on time and on budget. We hear great things from our oil and gas companies about their performance and hard work in keeping project deadlines.This is an unsung and often overlooked critical cog in the Energy Dominance push by the Trump adminstration.Connect with Adam on his LinkedIn: https://www.linkedin.com/in/adam-hirschfeld-09403ba/Check out Workrise: https://www.workrise.com/Huge Guests Covering Energy DominanceWe have some great guests lined up, and we are planning a trip to Washington, DC. We'll keep you posted as we finalize the details with our guests and other podcasters.I've just interviewed Ron Gusek, CEO at Liberty Energy, and I'm also interviewing General Flynn on September 3rd, among others we have lined up. We have arranged for 10 books and 10 movies of the General Flynn movie to give away to listeners in a contest that we will start on Sunday.Highlights of the Podcast 00:00 - Intro00:00:41 – Workrise and Its Role in the Industry01:34 – AI's Impact on the Industry02:19 – The Growing Demand for Natural Gas and Energy04:13 – Behind the Meter Power Generation and Midstream Challenges06:11 – The Changing Energy Landscape08:11 – Challenges in the Supply Chain10:32 – The Shift Towards Localized Power Generation12:09 – The Role of People in the Energy Industry14:36 – Regulatory Challenges16:43 – California's Energy Crisis18:55 – Preparing for Future Energy Demands20:25 – Securing the Future of U.S. Energy22:57 – Adam’s Final Thoughts23:15 – How to Connect with Adam HirschfeldCheck out the full transcript at https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, break down the potential return of an oil supercycle driven by stalled energy transitions, underinvestment, and rising global demand. They highlight investor opportunities in nuclear and critical minerals, with specific companies and DOE-backed projects set to benefit. The duo then explores China’s strategic oil grabs amid U.S. pressure on India and Russian peace talks. They also critique the rise of left-driven "lawfare" against energy producers, tying it to increased consumer costs. Finally, they analyze Gavin Newsom’s surprising pivot toward Big Oil as a possible prelude to a presidential run, noting skepticism around the sincerity and impact of his policy shift.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:12 - Energy Transition Stalls as Oil Super-Cycle Risks Return02:54 -What Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?05:38 - China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on India08:32 - How effective is the lawfare of the left against energy, and how much does it cost consumers?10:43 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?16:10 - Markets Update18:57 - OutroLinks to articles discussed:Energy Transition Stalls as Oil Super-Cycle Risks ReturnWhat Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on IndiaHow effective is the lawfare of the left against energy, and how much does it cost consumers?Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack a solar stock rally driven by Trump’s unexpectedly soft tax credit changes—boosting First Solar and Enphase. They explain how government regulation favors incumbents. Meanwhile, Britain’s net-zero push stalls amid local opposition to land grabs for wind and solar. Trump greenlights drilling in 82% of Alaska’s petroleum reserve, potentially benefiting ConocoPhillips. He also delays China tariffs tied to Russian oil, aiming to broker peace. Germany faces economic strain from rising energy costs and tariffs, and Civitas replaces its CEO after deep losses.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:25 - Britain’s net-zero scheme is being derailed by opposition to solar and wind projects04:26 - Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling07:23 - Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty12:15 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany17:16 - Markets Update18:48 - Rig Count Update18:51 - Frac Count Update19:16 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales23:36 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedBritain’s net-zero scheme is being derailed by opposition to solar and wind projectsTrump Moves to Open 82% of Alaska’s Petroleum Reserve for DrillingTrump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace TreatyTariffs and Energy Costs Could Spark an Economic Crisis for Germany

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into Germany’s proposed “sun tax” and the fallout from shutting down stable power sources like nuclear and coal. The UK ramps up net-zero efforts with a 78% tax on North Sea oil profits, pressuring firms like BP to consider exiting. In the U.S., the outdated Jones Act throttles LNG export capacity. Meanwhile, renewable giants like Orsted and TPI Composites face financial collapse, prompting a return to fossil fuels. NextDecade secures $1.8B for LNG infrastructure, and New Jersey's soaring electric bills expose the hidden costs of net-zero policies.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:36 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production04:47 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports11:34 - The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?15:57 - NextDecade Gets $1.8 Billion Injection for LNG Project18:04 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons21:01 - OutroLinks to articles discussed:Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?NextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons