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.

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Timestamps:

00:00 - Intro

00:15 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron

03:42 - Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter

06:05 - Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects

09:41 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil

10:45 - Ukraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War

15:23 - Market Update

16:35 - U.S. Rig Count Up this Week by One

16:39 - Frac Count Update

17:53 - Outro

Links to articles discussed:

Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron

Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter

Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects

Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil

Ukraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War

U.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.

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Timestamps:

00:00 - Intro

00:15 - U.S. Drilling Programs Are Resilient, but It Depends on the Location

03:53 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers

07:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio

13:04 - 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 Sheridan

18:34 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model

21:09 - Outro

Links to articles discussed:

U.S. Drilling Programs Are Resilient, but It Depends on the Location

U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers

Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio

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?

Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan

Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model

Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets.

Highlights of the Podcast

00:00 – Opening & Guest Introductions

02:32 – AI Boom vs. Power Shortage

07:18 – AI Hype vs. Energy Reality

11:42 – Nuclear Reality Check

16:03 – Coal’s Comeback

18:02 – Natural Gas Outlook

21:15 – Pipeline Bottlenecks & Permitting Trouble

24:33 – Chevron Entering Data Center Power

25:19 – Pipeline Twinning Not As Easy As It Sounds

28:08 – Geopolitics Ignored by the Market

33:24 – Demand: Stronger Than Narratives Suggest

37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality

42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory

49:52 – Commodities Rotation & Energy Lag

55:11 – Propaganda & the Climate Narrative

01:01:21 – Pendulum Swings & Hope for Middle Ground

01:02:50 – Utility Mismanagement & Decentralization

01:05:04 – Will Democrats Blame Republicans for High Power Prices?

01:06:10 – Government Control, Incentives & Rate Failures

01:09:59 – Tracy on Fox Business: Uranium Bottleneck

01:22:35 – Closing Thoughts & Market Outlook

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Dr. Lars Schernikau, author of The Unpopular Truth About Electricity and the Future of Energy, to unpack why reliability and affordability must lead energy policy. They dive into the real costs of large-scale wind and solar—intermittency, low energy density, short lifetimes, grid stability (AC vs. DC/inertia), and hidden disposal/subsidy issues—contrast ERCOT nameplate vs. actual load, and spotlight energy poverty from Pakistan to Africa. Schernikau argues that “energy security starts at home,” calling for honest accounting and smarter investment in modern thermal, nuclear (incl. SMRs), geothermal, and long-horizon fusion—while noting AI/data centers make power resilience more critical than ever. Along the way: Bill Gates’ recent climate-risk comments, COP priorities, NJ Ayuk and Chris Wright’s energy-access push, and why financing institutions are beginning to rethink greenwashed narratives. Learn more at unpopular-truth.com.

Dr. Schernikau, Thank You for your wonderful leadership in the world of Energy markets, and I look forward to more discussions. - Stu

Highlights of the Podcast 

00:00 - Intro

01:27 – Net Zero and Bill Gates’ Shift

02:01 – Why Energy Reliability Matters

03:13 – Ending Energy Poverty

03:58 – Energy Efficiency Through History

05:57 – Book Mention: Unpopular Truth

06:12 – COP and Climate Priorities

07:08 – Reliability Before Affordability

09:04 – ERCOT Grid Costs & Overbuild

10:39 – The 3 Problems: Intermittency, Density, Lifetime

14:36 – Solar Durability Issues

15:30 – Overbuilding and Storage Costs

17:24 – Subsidies & Disposal Costs

18:49 – Recycling and Greenwashing

19:43 – Grid Stability: AC vs. DC

23:16 – Energy Security Risks

24:25 – Complex Grids & Vulnerability

26:50 – Africa’s Energy Development

27:55 – Global Fuel Dependence

32:26 – Politics, IEA, and Funding

33:42 – Real Cost of Wind & Solar

35:39 – Geothermal Laser Breakthrough

36:10 – Future of Energy: Nuclear to Fusion

38:38 – Germany’s Nuclear Irony

39:11 – European Politics & Hope

40:10 – Financing & Greenwashing Shift

42:33 – Wrap Up & Final Thoughts

Full transcript on https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break break down Gavin Newsom’s COP30 grandstanding, Trump’s coal revival predictions, and why China dominates clean-energy manufacturing while still running on coal and oil. They unpack billions pouring into U.S. nuclear projects—and why real returns are still a decade away—before diving into Chevron’s first West Texas data-center power project and Liberty Energy’s early lead in the space. The duo closes with the IEA’s updated outlook showing oil and gas demand rising through 2050, shaky OPEC signals pushing prices down, and Baytex’s surprising Eagle Ford exit. A fast, fiery roundup of energy reality, markets, and industry moves.

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Timestamps:

00:00 - Intro

00:17 - 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?

03:26 - Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan

05:58 - Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?

07:54 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model

10:36 - Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil’s not quite Dead Yet”

15:02 - Markets Update

16:39 - Baytex to Divest of U.S. Eagle Ford Assets to Advance Higher-Return Canadian Core Portfolio

18:57 - Outro

Links to articles discussed:

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?

Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan

Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?

Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model

Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil’s not quite Dead Yet”

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down why U.S. drilling success still comes down to “location, location, location.” They analyze breakeven costs across major basins, rising LNG demand and natural gas prices, and the growing acceptance of natural gas as a “clean” fuel. The hosts discuss Pine Gate Renewables’ bankruptcy, Orsted’s mounting losses, and the ripple effects of inflation on ConocoPhillips’ Willow project. They wrap with insights on rig counts, production strategies, and why smart investors are turning back to oil and gas for real returns.

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Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and

Twitter: https://twitter.com/mtanner_1

Timestamps:

Highlights of the Podcast 

00:00 - Intro

00:14 - U.S. Drilling Programs Are Resilient, but It Depends on the Location

03:57 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers

07:51 - UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions

10:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio

15:53 - Market Updates

17:12 - Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?

20:22 - ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?

24:30 - Outro

Links to articles discussed:

U.S. Drilling Programs Are Resilient, but It Depends on the Location

U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers

UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions

Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio

Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?

ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner unpack Bill Gates’ shocking statement that climate change is not humanity’s biggest existential threat — and explore the billions in global market impact tied to his reversal. The episode dives into the ripple effects across energy policy, ESG investing, and carbon capture economics, while connecting it to Illinois’ new 3-GW battery bill, Ørsted’s $262 M Q3 loss, Germany’s collapsing wind output, and the fading credibility of COP30. With humor and hard data, the hosts reveal how “energy addition” — not “transition” — is defining the new era of global energy security.

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Timestamps:

00:00 - Intro

00:20 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?

04:35 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen

10:49 - Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October

14:07 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?

17:23 - What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat?

20:08 - Outro

Links to articles discussed:

Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?

Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen

Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October

Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?

What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat?

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley sits down with Lt. Colonel Alea Nadeem, an Air Force veteran and Republican candidate for Ohio’s 9th District. They discuss her mission to unseat longtime Democrat Marcy Kaptur, her stance on energy independence, nuclear power, and realistic green policy, and her fight for America-first values and election integrity. Nadeem shares her powerful personal story of survival, service, and gratitude for America, her vision for reviving manufacturing and union jobs in Ohio, and her belief in pragmatic, results-driven leadership that bridges divides and restores faith in government.

Please check out Lt. Colonel Nadeem's website: https://aleaforcongress.com/

Follow Lt Colonel Nadeem on X: https://x.com/AleaforOH

Thank you, Alea, for your past and future service, and for stopping by the podcast! I had fun, and good luck—we need people dedicated to America, and Americans First!

00:00 – Intro

00:37 – The Challenge Ahead

01:05 – Wealth in Congress

01:27 – Military Roots

02:03 – Funding the Campaign

03:03 – Election Integrity in Ohio

04:09 – Seeking Trump’s Endorsement

04:55 – Her Story: Kidnapped to Iraq and Rescued by America

06:22 – Energy Policy & Common Sense

07:36 – The Three Horsemen of Energy Dominance

08:25 – Realistic Energy Independence

09:25 – Campaign Challenges & Fundraising Realities

10:19 – Supporting Bitcoin and Future Industries

11:15 – Handling Congress “Knuckleheads”

13:10 – Policy Reform & Pragmatism

13:28 – DEI, Readiness & Military Focus

14:23 – America First & Dual Citizenship Concerns

15:48 – Influence & Foreign Interests in Congress

17:19 – Generational Shift in the GOP

18:05 – Nuclear Energy & Fetterman’s Shift

19:26 – Net Zero Myth & Energy Reality

20:34 – Oil Saved the Whales — Twice

22:24 – The Appeal of Honest Podcasts

23:58 – Ohio’s Manufacturing Heartbeat

25:17 – Unions, Jobs, and Shifting Loyalties

27:22 – Changing the Conversation with Unions

28:34 – Reaching Across the Aisle

30:06 – U.S.–India–Russia Diplomacy & Sanctions

32:02 – Air Force Precision & Operation Midnight Hammer

33:13 – Final Message & Call to Action

Full transcript on the Energy News Beat Substack. https://theenergynewsbeat.substack.com/

In this episode of Energy NewsBeat Daily Stand-Up, Stuart Turley breaks down Germany’s wind collapse, Ørsted’s $262M loss, and COP30’s credibility crisis after Bill Gates’ climate remark. He spotlights David Blackmon’s report on $1B in wind-turbine repairs, Wood Mackenzie’s forecast of rising oil demand through 2032, and Russia’s Lukoil asset sale to evade sanctions. Turley drives home one message — energy security needs realism, not ideology.

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Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and

Twitter: https://twitter.com/mtanner_1

Timestamps:

Highlights of the Podcast 

00:00 - Intro

00:22 Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October

03:29 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?

06:55 - What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat?

12:31 - Wind Power’s Crumbling Facade: $1 Billion in Blade Fixes Can’t Mask the Rot – David Blackmon

15:07 - Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032

17:27 - If Approved: Russia Sells Lukoil’s Assets to Avoid Sanctions

19:51 - Outro

Links to articles discussed:

Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October

Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?

What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat?

Wind Power’s Crumbling Facade: $1 Billion in Blade Fixes Can’t Mask the Rot – David Blackmon

Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032

If Approved: Russia Sells Lukoil’s Assets to Avoid Sanctions

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley dive into Bill Gates’ surprising pivot on climate change, questioning his motives and the massive economic fallout from his past advocacy. They highlight Charles Payne’s sharp commentary, emerging cybersecurity threats from Chinese EVs, Illinois’ questionable battery storage bill, and Exxon's bold legal challenge against California’s climate laws. Also covered: Exxon’s Permian JV buyout, rig count drops, natural gas spikes, Venezuela tensions, OPEC+ production moves, and the strategic importance of Exxon’s Guyana asset. A fast-paced, hard-hitting roundup of energy news and political implications.

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Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:13 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?

04:30 - Emerging Cybersecurity Threats: Chinese Manufacturers’ Control Over Electric Buses, Power Grids, and Phones

06:08 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen

09:45 - Exxon Buys Out Legacy Sinochem JV, Expands in Midland Basin

12:17 - ExxonMobil Sues California Over Climate Reporting Laws

17:10 Market Updates

20:10 - OPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook

22:05 - Chevron Reports Third Quarter 2025 Results

23:27 - Outro

Links to articles discussed:

Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?

Emerging Cybersecurity Threats: Chinese Manufacturers’ Control Over Electric Buses, Power Grids, and Phones

Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen

Exxon Buys Out Legacy Sinochem JV, Expands in Midland Basin

ExxonMobil Sues California Over Climate Reporting Laws

OPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook