In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Michael Tanner and Stuart Turley argue that China’s ban on critical mineral exports could backfire by driving U.S. innovation and domestic refining. They explain China’s control lies in refining, not mining, and predict new capacity will emerge in the U.S. and Southeast Asia. The episode also covers China and Iran’s oil-for-infrastructure deal, California’s stalled oil projects, Baytex’s asset sale, and contrasting oil price outlooks from ConocoPhillips’ Ryan Lance and Occidental’s Vicki Holub — with a spotlight on natural gas demand from the AI boom.

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https://www.linkedin.com/in/stuturley/ and

Twitter: https://twitter.com/STUARTTURLEY16

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Timestamps:

00:00 - Intro

00:15 - The Current State of Critical Minerals in the US Market

06:54 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

09:02 - Texas Oil Driller Taps Trump’s Team to Save California Crude Project

11:15 - Baytex Considers $3B Eagle Ford Asset Sale

15:23 - Where’s the Glut? Says ConocoPhillips CEO Ryan Lance

19:16 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?

22:09 - Outro

Links to articles discussed:

The Current State of Critical Minerals in the US Market

China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

Texas Oil Driller Taps Trump’s Team to Save California Crude Project

Baytex Considers $3B Eagle Ford Asset Sale

Where’s the Glut? Says ConocoPhillips CEO Ryan Lance

Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?