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.

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Timestamps:

00:00 - Intro

00:13 - 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 Security

11:39 - Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly

14:28 v - The Rhyme and Reason behind Rising Electricity Prices

17:26 - The World’s First Thorium Molten Salt Reactor in China

22:11 - Markets Update

24:12 - SM–Civitas Merger Move

26:24 - 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 Security

Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly

The Rhyme and Reason behind Rising Electricity Prices

The World’s First Thorium Molten Salt Reactor in China