CapEx Growth Returns What It Means for Oil & Gas Investors the ENB Weekly Recap
Description
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down a whirlwind of critical updates—from Secretary Chris Wright’s aggressive timeline on rare earth mineral development to the real story behind ANWR lease openings and the mounting capital challenges in Alaska’s frozen frontier. They dive into sanctions, Venezuela’s geopolitics, and the myth of energy “transition” vs the reality of energy addition. Plus, insights on TotalEnergies' Anadarko gas deal, Equinor’s earnings miss, and why utilities and fossil fuels are still where the real returns lie. Buckle up for the smartest 20 minutes in energy.
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https://www.linkedin.com/in/stuturley/ and
Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and
Twitter: https://twitter.com/mtanner_1
Timestamps:
00:00 - Intro
00:17 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?
03:36 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?
08:10 - New Oil Sanctions Will Not Stop Russia’s War Machine
14:08 - We Are in an Energy Addition, Not Transition
20:08 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets
22:07 - Lower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates
24:23 - Outro
Links to articles discussed:
Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?
Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?
New Oil Sanctions Will Not Stop Russia’s War Machine
We Are in an Energy Addition, Not Transition
TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets
Lower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates
United States
