By Michael Tanner, Stuart Turley
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The podcast currently has 743 episodes available.
In the Energy News Beat – Conversation in Energy with Stuart Turley and Wasif Latif discuss the resurgence of nuclear energy as a crucial component of global energy needs amidst geopolitical challenges. They explore thematic investing, focusing on uranium and the broader implications of increasing energy demand, the importance of nuclear power for sustainability, and how tech companies are pushing for energy independence. The conversation highlights the historical context of energy trends and the potential for a nuclear renaissance in shaping future investments.
Check out Sarmaya Partners Website HERE: https://sarmayapartners.com/
And insights from Sarmaya Partners HERE: https://sarmayapartners.com/insights/
Thank you for stopping by the podcast Wasif, I had an absolute blast talking with you. It is refreshing to see what research your team comes up with on investing in the energy markets. This is true industry leadership. - Stu
Highlights of the Podcast
00:00 - Intro
00:44 - Thematic Investing Overview
02:52 - Energy as a Core Theme
05:06 - Geopolitical Risks and Uranium
08:19 - Global Energy Needs
10:52 - Nuclear Reactor Growth
12:52 - Challenges in U.S. Nuclear Policy
14:44 - The Role of Big Tech in Energy
16:53 - Energy Density Comparison
19:07 - Lessons from Germany and France
20:56 - Closing Thoughts and Future Topics
23:41 - Contact Information
In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley, discusses the challenges facing the North Sea oil and gas industry, including reduced financing and higher windfall taxes, which threaten energy investments. He also highlights Goldman Sachs' optimistic oil price forecast, driven by supply concerns, and criticizes the Biden-Harris administration's energy and EV policies for their negative impact on U.S. markets and auto manufacturers. Additionally, Turley points out the inefficiencies in the U.S. infrastructure bill's EV charging station rollout and how U.S. LNG permit freezes are benefiting Canada's and Mexico's exports.
Highlights of the Podcast
00:00 - Intro
01:55 - Georgia’s Clean Energy Outpaces Fossil Fuels with New Nuclear Boost
05:16 - Heavy Hitters: EVs Smash Through Guardrails, Raising New Safety Concerns
07:05 - Is driving electric now more expensive than petrol or diesel?
09:11 - California sues Exxon over global plastic pollution
13:15 - As Demand Drops, Automakers Reverse EV Targets Despite Billions In Biden-Harris Subsidies
16:28 - Russia Ramps Up Arctic Oil Tanker Shipping to a New Record
18:36 - Outro
Please see the links below or articles that we discuss in the podcast.
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In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss several key topics, including Russia's increased Arctic oil tanker shipping to a record high, EU efforts to strengthen the Russian oil price cap, and debates over China's electric vehicles in global markets. They also explore the plummeting demand for electric vehicles, the surprisingly low natural gas prices in 2024, and the potential implications of Apache's partnership with Palantir to deploy enterprise AI in their operations. The episode wraps up with a market overview and a preview of upcoming podcasts on energy investing and global oil and gas trends.
Highlights of the Podcast
00:00 - Intro
01:16 - Russia Ramps Up Arctic Oil Tanker Shipping to a New Record
03:30 - EU, allies look to strengthen Russian oil price cap, EU Commission says
04:47 - China’s electric vehicles: Is the US overreacting, or the EU underreacting?
06:45 - EV Market Meltdown: Consumers Reject The Pricey Cars As Demand Plummets
08:31 - Why are natural gas prices so low in 2024
11:39 - Markets Update
12:53 - U.S. Petroleum Inventories Fall More Than Expected
13:42 - APA Corporation Expands Palantir Partnership to Implement AI in Oil & Gas Operations
14:50 - Outro
Please see the links below or articles that we discuss in the podcast.
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In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley, discusses the challenges facing the North Sea oil and gas industry, including reduced financing and higher windfall taxes, which threaten energy investments. He also highlights Goldman Sachs' optimistic oil price forecast, driven by supply concerns, and criticizes the Biden-Harris administration's energy and EV policies for their negative impact on U.S. markets and auto manufacturers. Additionally, Turley points out the inefficiencies in the U.S. infrastructure bill's EV charging station rollout and how U.S. LNG permit freezes are benefiting Canada's and Mexico's exports.
Highlights of the Podcast
00:00 - Intro
01:03 - Trouble Deepens for North Sea Oil and Gas
03:21 - Goldman Sees Upside for Oil Prices Amid Supply Concerns
04:20 - As Demand Drops, Automakers Reverse EV Targets Despite Billions In Biden-Harris Subsidies
07:34 - Infrastructure Bill’s Big-Budget Projects A ‘Complete Failure’ Despite Billions Spent
08:25 - U.S. LNG Permit Freeze Sparks Export Boom in Canada and Mexico
10:14 - Outro
Please see the links below or articles that we discuss in the podcast.
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In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers UK study suggesting electric vehicles may now be more expensive to operate than petrol or diesel due to high public charging costs, Austria's election focusing on its dependency on Russian gas, and California suing ExxonMobil over plastic pollution. He also discusses oil market fluctuations, driven by a hurricane impacting Gulf of Mexico production, and ends with financial market updates, highlighting the effects of slowing European manufacturing and potential future interest rate cuts.
Highlights of the Podcast
00:00 - Intro
00:56 - Is driving electric now more expensive than petrol or diesel?
03:05 - Austria election brings into focus Russian gas addiction
06:26 - California sues Exxon over global plastic pollution
10:29 - Market Updates
14:03 - Outro
Please see the links below or articles that we discuss in the podcast.
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In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss Georgia's clean energy surpassing fossil fuels with a new nuclear boost, Germany's 70% drop in EV sales due to high prices and infrastructure issues, and the risks posed by the weight of heavy electric vehicles. They also cover Greece and Cyprus signing an agreement for the world's longest subsea high-voltage cable, and India's state oil refiner seeking long-term deals with Russia amidst increasing energy demand. They conclude by analyzing oil and gas market trends and rig count drops.
Highlights of the Podcast
00:00 - Intro
01:27 - Georgia’s Clean Energy Outpaces Fossil Fuels with New Nuclear Boost
04:53 - Shock Drop: Germany’s EV Sales Tank 70% As EU’s Green Dream Falters
06:30 - Heavy Hitters: EVs Smash Through Guardrails, Raising New Safety Concerns
08:22 - Cyprus signs agreement with Greece on ‘world’s longest’ subsea high-voltage cable
10:17 - Indian state oil refiners seeking long-term deals with Russia – media
13:00 - Markets Update
Oil, Gas Drilling Stalls in U.S.
16:17 - Outro
Please see the links below or articles that we discuss in the podcast.
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In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner, critique policies on energy production, offshore wind farms, and nuclear energy. They argue that sustainable energy transitions should focus on practical solutions like LNG and natural gas, and criticize global approaches that place financial burdens on poorer countries. Additionally, they emphasize the importance of nuclear power and national energy security.
Highlights of the Podcast
00:00 - Intro
00:51 - Why Kamala Harris Would Be A Total Disaster For American Energy
04:02 - Offshore Wind Decimating Sea Life—Fishermen Accuse Biden-Harris Admin Of Cover-Up
06:38 - Italy’s central bank backs helping poorer countries fund energy transition
08:55 - Canada and Mexico Boost Competition for U.S. LNG Exports to Asia
10:58 - It’s time to follow the Navy’s 50-year safety record of nuclear power generation
13:45 - Relying on electricity interconnectors adds to market risk
15:43- Outro
Please see the links below or articles that we discuss in the podcast.
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In the Energy News Beat – Conversation in Energy with Stuart Turley talks with John Kem, President of American Battery Factory, discuss the growing demand for energy storage to stabilize the grid amidst increasing renewable energy and electrification. They explore the challenges with the current grid, the advantages of lithium iron phosphate battery technology, and the importance of U.S.-based manufacturing for battery storage. Kem highlights the need for safe, reliable battery systems for homes and businesses, and emphasizes the long-term environmental impact and recycling of batteries, with a focus on sustainable and fiscally responsible solutions for the future of energy security.
Thank you John for your service to our country, and we are looking forward to seeing how this cool factory rolls out. Please let me know so we can get updates out to our investing, financial, and energy followers. - Stu
Check out American Battery Factory HERE: https://americanbatteryfactory.com/about
Highlights of the Podcast
00:00 - Intro
01:23 - Energy Grid Problems and Texas Example
02:37 - The Growing Demand for Electricity
03:14 - American Battery Factory’s Role in Grid Solutions
04:20 - Lithium Iron Phosphate Battery Cells
05:47 - John Kem on Personal Backup Systems
06:36 - Target Market for Battery Cells
07:28 - Potential Impact on Homes and the Grid
08:44 - Long-term Environmental Impact of Battery Storage
10:00 - The Importance of U.S. Manufacturing
12:12 - Battery Recycling and Future Innovation
14:48 - Challenges in the Energy Sector
16:03 - Global and Domestic Challenges in Energy
17:54 - Importance of Bipartisan Support for Energy Grid Solutions
18:35 - Tax Incentives for Battery Storage
19:50 - Final Remarks and Future Outlook
In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses various energy-related topics in his podcast, highlighting concerns over oil price volatility influenced by economic forecasts and Fed actions. He critiques reliance on electricity interconnectors for energy security, emphasizing cost and reliability issues. He explores the North Sea's potential as a clean energy hub amid challenges for traditional power utilities adapting to renewable energy growth. Lastly, he addresses environmental risks from geopolitical conflicts affecting shipping routes. Turley advocates for sustainable energy practices while promoting his energy trading services.
Highlights of the Podcast
00:00 - Intro
01:13 - Oil Is Not Out of the Woods Yet
03:17 - Relying on electricity interconnectors adds to market risk
05:17 - Can the North Sea become a “clean energy super basin”?
07:10 - Renewable Energy’s Rise Creates Challenges for Traditional Power Utilities
08:35 - Sounion salvors prep next stage in race to avert Red Sea environmental disaster
09:54 - Outro
Please see the links below or articles that we discuss in the podcast.
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In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers several key energy stories. He highlights the U.S. Navy's 50-year safety record in nuclear power generation, the Chevron CEO's criticism of the Biden administration's LNG export moratorium, OPEC's assertion that taxation, not crude oil costs, is the main driver of gasoline prices, and the challenges posed by renewable energy on balancing the French power grid. Turley also raises concerns about Chinese electric vehicles potentially being used for data collection and posing a national security threat.
Highlights of the Podcast
00:00 - Intro
01:16 - It’s time to follow the Navy’s 50-year safety record of nuclear power generation
04:04 - Chevron CEO Attacks Biden LNG Export Pause on Costs, Carbon
06:13 - OPEC Claims Taxation Is a Severely Underrated Driver of Gasoline Prices
07:37 - French Grid Boss Says Renewables Must Help Balance Power Network
09:20 - Report Raises Alarm Over Chinese Electric Vehicle Data Collection
11:09 - Outro
Please see the links below or articles that we discuss in the podcast.
Follow Stuart On LinkedIn and Twitter
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ENB Top News
Energy Dashboard
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Oil & Gas Investing In 2024
– Get in Contact With The Show –
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