In this episode of the Energy Newsbeat Daily Standup, Stuart Turley discusses the EPA's proposal to rescind the Obama-era endangerment finding, a move that could undo over $1 trillion in regulations and save the U.S. economy billions. He highlights the potential impact on automakers, consumers, and energy companies, and explores the implications for energy policy, including how it could affect global agreements like the EU trade deal. Tune in for insights on how this shift could shape America's energy future and economic landscape.

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Timestamps:

00:00 - Intro

00:19 - EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates

04:36 - U.S. To Open Domestic Supply of Critical Minerals from Mine Waste

06:00 - Egypt’s Decline from LNG Exporter to LNG Importer Could Change Global Markets

09:14 - Electricity generated from wind and solar cannot replace fossil fuels!

12:25 - China Shifts to Fuel Exports Due to Higher Margins

15:17 - Outro

Links to articles discussed:

EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates

U.S. To Open Domestic Supply of Critical Minerals from Mine Waste

Egypt’s Decline from LNG Exporter to LNG Importer Could Change Global Markets

Electricity generated from wind and solar cannot replace fossil fuels!

China Shifts to Fuel Exports Due to Higher Margins

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the escalating tensions between Qatar and the EU over net zero regulations, with Qatar threatening to cut LNG supplies. They also discuss America's grid vulnerability due to transformer shortages, the EU's historic agreement with the U.S. and its impact on oil prices, and how rising ASPs for AR7s expose the true cost of renewables. Tune in for insights on energy policy, market dynamics, and geopolitical developments shaping the future of global energy.

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Timestamps:

00:00 - Intro

00:15 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies

02:36 - Overlooked Vulnerability Could Cripple America’s Grid

05:01 - As the EU and U.S. Reach Historic Agreement, Oil Prices Climb

07:14 - ASPs for AR7 prove renewables are not cheap

12:00 - Markets Update

15:34 - Outro

Links to articles discussed:

Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies

Overlooked Vulnerability Could Cripple America’s Grid

As the EU and U.S. Reach Historic Agreement, Oil Prices Climb

ASPs for AR7 prove renewables are not cheap

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into President Trump's role in potentially stalling solar and wind projects due to security concerns, such as China’s embedded spy technology. They explore his regulatory moves on renewable energy, focusing on tightening federal permitting, and discuss how this impacts U.S. energy security. The conversation also touches on Trump's trade strategies with China, his position on Russia and Ukraine, and the energy challenges in California. Additionally, they cover the Department of Interior's win for U.S. energy independence, market fluctuations, and O'Vintiv’s strong performance in Canada’s energy sector.

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Timestamps:

00:00 - Intro

00:13 - Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components?

03:36 - Zeldin, Trump, Prepare Assault on EPA Endangerment Finding

05:45 - Department of Interior Secures Win for American Energy Dominance – Safely and Timely

07:42 - Trump Tariffs in Flux as Trump and Von der Leyen Set to Meet with Trade Deal Balance

13:09 - Markets Update

16:58 - Rig Count Update

17:12 - Frac Count Update

17:53 - Ovintiv Reports Second Quarter 2025 Financial and Operating Results

20:37 - Outro

Links to articles discussed:

Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components?

Zeldin, Trump, Prepare Assault on EPA Endangerment Finding

Department of Interior Secures Win for American Energy Dominance – Safely and Timely

Trump Tariffs in Flux as Trump and Von der Leyen Set to Meet with Trade Deal Balance

Ovintiv Reports Second Quarter 2025 Financial and Operating Results

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Timestamps:

00:00 - Intro

00:15 - OPEC is Looking for Market Share While Playing the Long Game

04:57 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?

08:58 - Which Energy Markets are Moving

12:23 - EQT Calls on Congress to Slash Gas Project Approval Times

15:34 - California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States

20:04 - If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?

23:50 - President Trump Announces Three New Trade Deals

26:58 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

29:02 - Outro

Links to articles discussed:

OPEC is Looking for Market Share While Playing the Long Game

EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?

Which Energy Markets are Moving

EQT Calls on Congress to Slash Gas Project Approval Times

California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States

If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?

President Trump Announces Three New Trade Deals

Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley sits down with Dr. Robert Brooks of RBAC to explore global natural gas and LNG markets, including U.S. export trends, Asia’s rising demand, and Europe's energy challenges. We discuss geopolitical impacts, FSRUs, LNG-to-power growth in Southeast Asia, and why net-zero policies are backfiring in industrial economies. Dr. Brooks also highlights RBAC’s forecasting software and long-term LNG price trends, offering sharp insight into the future of global energy.

If you are in the AI, Data Center space there are a couple of key companies you need to have on your speed dial, and RBAC is one of them. Understanding the global natural gas and LNG market is crtical for your business, data center, or the use of AI.

With the reports from the Department of Energy that we have talked about that power blackouts could increase 100 fold, you need to look at your power plans to keep your business running in ways we did not have to in the past.

Thank you Dr. Brooks for stopping by the podcast, it was a lot of fun. - Stu.

Check out RBAC here https://rbac.com/

Follow Dr. Brooks on his LinkedIn here: https://www.linkedin.com/in/robert-brooks-ph-d-8081231/

Highlights of the Podcast 

00:00 - Intro

01:15 - Strait of Hormuz & Iran’s Threats

01:56 - LNG Projects in the U.S. & Gulf Coast

03:42 - Alaska LNG Project History

06:16 - Global Energy Diplomacy

08:00 - RBAC Software Overview

09:40 - North America Dominates Global Production

11:15 - Asia’s Natural Gas Growth

14:54 - Virtuous LNG Cycle in Developing Nations

18:06 - FSRUs & Fast-Track LNG Infrastructure

20:04 - Hawaii’s Dirty Secret: Fuel Oil

21:26 - Long-Term LNG Contracts & U.S. Exports

22:08 - Middle East Energy Giants Go Global

24:32 - Europe’s Return to Fossil Pragmatism

25:58 - U.S. Voters Prefer Pragmatism on Energy

28:05 - Germany’s Industrial Collapse

30:22 - Rising EU Skepticism in Eastern Europe

31:07 - China’s Political Uncertainty & Trade Realignment

34:56 - LNG’s Global Role in Economic Alignment

35:39 - Slide 35: LNG Price Forecasts

37:49 - Maritime LNG Demand Trends

40:02 - Geopolitical Games & Energy Metrics

41:01 - Closing & Next Steps

Check out the Full Transcript and other story features on the Energy News Beat Substack https://theenergynewsbeat.substack.com/

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Timestamps:

00:00 - Intro

00:13 - President Trump Announces Three New Trade Deals

03:20 - Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil

06:05 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

08:10 - Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges

11:00 - Hanwha orders historic LNG carrier from US yard

13:57 - Market Updates

15:39 - Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance

16:40 - EQT Reports Second Quarter 2025 Results

19:07 - Outro

Links to articles discussed:

President Trump Announces Three New Trade Deals

Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil

Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges

Hanwha orders historic LNG carrier from US yard

Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance

EQT Reports Second Quarter 2025 Results

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Timestamps:

00:00 - Intro

00:14 - Stargate Advances with 4.5 GW Partnership with Oracle

03:40 - California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States

08:17 - Poland Announces the Largest-Ever Oil Discovery on Polish Territory

09:29 - If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?

13:10 - Europe’s Chemical and Downstream Industry Seeks a Lifeboat to Stay in Business

17:08 - Markets Update

19:21 - Outro

Links to articles discussed:

Stargate Advances with 4.5 GW Partnership with Oracle

California Oversteps Its Borders: Forcing Energy Policies on the Rest of the United States

Poland Announces the Largest-Ever Oil Discovery on Polish Territory

If Alberta Referendum to Become the 51st State Gains Traction, What Would the Financial Reality Look Like?

Europe’s Chemical and Downstream Industry Seeks a Lifeboat to Stay in Business

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack the latest shifts in global energy markets—from another offshore wind project collapse to the plunging investments in clean energy and mounting pressures on aluminum and ethanol. They highlight EQT’s push for faster gas project approvals, looming grid reliability threats, and BP’s strategic leadership shakeup with hints of a U.S. relocation. With natural gas prices swinging and oil market reactions to Trump’s tariff policies, the hosts call it like they see it: clean energy is contracting fast, and the age of accountability in energy has arrived.

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Timestamps:

00:00 - Intro

00:12 -Which Energy Markets are Moving

03:36 - EQT Calls on Congress to Slash Gas Project Approval Times

05:17 - WSJ Editorial Board writes: The reliability of the US Grid is in trouble

07:20 - Another Offshore Wind Project Blown Away

10:49 - Markets Update

12:03 - BP Appoints New Chairman with Experience of Relocation to New York

14:42 - Outro

Links to articles discussed:

Which Energy Markets are Moving

EQT Calls on Congress to Slash Gas Project Approval Times

WSJ Editorial Board writes: The reliability of the US Grid is in trouble

Another Offshore Wind Project Blown Away

BP Appoints New Chairman with Experience of Relocation to New York

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the dominance of natural gas, OPEC's evolving production strategy, and the EU's 18th ineffective sanctions package against Russia. They discuss shifting LNG dynamics, U.S. deregulation efforts, and the growing geopolitical energy divide. The hosts also break down Chevron’s win over Exxon in the Hess acquisition, speculate on Exxon’s next M&A targets, and highlight the financial and regulatory pressures shaping global energy markets.

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Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:04 - Natural Gas Has Achieved Dominance and Is No Longer a Bridge Fuel

02:43 - OPEC is Looking for Market Share While Playing the Long Game

07:30 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?

11:33 - Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism’ for Wind, Solar Projects

17:17 - Markets Update

19:01- U.S. Rig Count Up: Weekly Update and Global Overview

19:26 - Frac Count Update

19:31 - Chevron closes Hess acquisition after winning Exxon legal battle

31:23 - Outro

Links to articles discussed:

Natural Gas Has Achieved Dominance and Is No Longer a Bridge Fuel

OPEC is Looking for Market Share While Playing the Long Gam

EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?

Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism’ for Wind, Solar Projects

U.S. Rig Count Up: Weekly Update and Global Overview

Chevron closes Hess acquisition after winning Exxon legal battle

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into the California refinery crisis, Trump's authority under the War Powers Act, and the political fallout of potential federal intervention. They tackle Europe's costly Russian gas replacement, the flaws in the Jones Act, peak oil denial amid record consumption, and the looming grid strain from AI expansion. Plus, they expose the staggering costs and failures of the net-zero push and highlight how wind and solar barely dent fossil fuel demand. A must-listen for energy investors and policy watchers.

Highlights of the Podcast 

00:00 - Intro

00:12 - Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?

03:48 - Europe Says They Won’t Need Russian Gas in the Future, But Do They?

06:49 - 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump

10:24 - Oil Supply Surge Not Impacting Tight Oil Market

13:04 - Mid-roll ad

14:32 - Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability

17:48 - Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High

20:42 - Wind and Solar’s Day of Reckoning is Approaching.

25:07 - Outro

Please see the links below or articles that we discuss in the podcast.

Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?

Europe Says They Won’t Need Russian Gas in the Future, But Do They?

100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump

Oil Supply Surge Not Impacting Tight Oil Market

Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability

Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High

Wind and Solar’s Day of Reckoning is Approaching.

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

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