Lt. General Mike Flynn stops by the Energy News Beat Podcast

In this episode of Energy Newsbeat – Conversations in Energy, Lt. General Mike Flynn joins Stu Turley to discuss the deep-rooted corruption in U.S. institutions, the need for election integrity reforms, and the national security risks posed by failing energy policy and refinery shutdowns. Flynn highlights key insights from his bestselling book A Pardon of Innocence, calls for a national emergency to ensure fair federal elections, and outlines the global consequences of prolonged conflict in Ukraine.

The conversation also touches on fifth-generation warfare, the strategic role of India in geopolitics, and why America needs an urgent energy-first agenda to secure its future. General Flynn even pointed out that Gavin Newsom’s left-wing energy polices fit into the fifth-generation warfare mode. This is a huge topic, and we have to be aware of how to combat the energy regulations from the left and green energy wealth transfer.

We were running out of time in the interview and had to rush through some huge topics. However, we have more interviews lined up and have been invited to participate in his upcoming Energy Conference in Washington, D.C. I had an absolute blast visiting with General Flynn and am truly honored to have spent some time with him.

Highlights of the Podcast 

00:00 - Opening Statement: America First Energy & Election Emergency

01:03 – Flynn’s Book & the Depth of Government Corruption

05:40 – Education, The Flynn Film & Institutional Reform

09:10 – Election Integrity: The National Emergency Path

12:24 – Lawfare Against Conservatives: Disbarment & Lawsuits

14:24 – Ukraine Conflict: War Must End, Peace with Putin Possible

19:59 – India, BRICS, and the Global Shift in Power

23:31 – NATO Tank Gunnery Victory (1987): Military Excellence

25:10 – California Refineries & Fifth Generation Warfare

30:27 – Energy as National Survival: Summit Needed Now

31:38 – Closing Remarks & Flynn’s Contact Info

https://theenergynewsbeat.substack.com/p/the-war-within-flynn-on-energy-elections

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down why China’s critical mineral export ban could actually benefit the U.S. by forcing innovation and onshoring of refining capacity. They cover China and Iran’s oil-for-infrastructure deal, David Blackman’s call for Congress to fix regulatory instability, Phil Mickelson’s surprising pro-drilling stance, and Texas driller Sable’s appeal to Trump’s team to revive a stalled California oil project. The hosts wrap up with Baytex’s $3 billion Eagle Ford sale and how Trump’s 100 percent tariffs on China are shaking oil markets.

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Timestamps:

00:00 - Intro

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

06:59 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

09:08 - DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects

10:40 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling

13:12 - Texas Oil Driller Taps Trump’s Team to Save California Crude Project

18:18 - Market Update

19:55 - Rig Count Drops as Oil Prices in Free Fall

Frac Count Update

20:03 - Baytex Considers $3B Eagle Ford Asset Sale

26:35 - 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

DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects

Phil Mickelson says if you want cleaner Beaches, then restart oil drilling

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

Rig Count Drops as Oil Prices in Free Fall

Baytex Considers $3B Eagle Ford Asset Sale

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap Michael Tanner and Stuart Turley deliver a high-impact recap starting with the El Segundo Chevron refinery fire in California — potentially caused by an unconfirmed Venezuelan drone strike — highlighting its crucial role in supplying 40% of SoCal's jet fuel and gasoline. They dissect California’s declining refinery infrastructure under Governor Newsom’s policies and the national security risks involved. The discussion then pivots to skyrocketing AI-driven energy demand (55+ GW by 2030), investment plays in natural gas (Williams, EQT), and Berkshire Hathaway’s $10B acquisition of OxyChem. They close by spotlighting U.S. moves to secure tungsten supply from Rwanda, the Ambler Mining District road project, and the need for U.S.-based manufacturing to safeguard critical infrastructure.

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

Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:14 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike

04:06 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030

09:25 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

19:30 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike

24:10 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China

26:41 - President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining Distric31Outro

28:54- Outro

Links to articles discussed:

Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike

AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030

Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike

The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China

President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by Kristi Antonick from Americans for Prosperity to discuss Texas’s major policy wins—from the passing of SB2 on school choice to the fight for property tax reform. Kristi shares grassroots success stories, like rallying over 1,000 citizens to the state capitol, and highlights the role of community voices in shaping legislation. They dive into the impact of education freedom, rising energy demands from AI and data centers, and the urgent need for grid capacity—making a compelling case for nuclear innovation and local engagement in shaping Texas’s prosperous future.

Our interview with General Flynn gets released on Tuesday, and he brought up some critical points that Kristi and the Americans for Prosperity have been talking about. That is, we ALL have to get involved at the local level. Get involved by volunteering to count votes, attending school board meetings, and participating in local government.

We have let the left control all aspects of our lives for too long.

Thank you, Kristi, and we really appreciate all the great things that you are doing over at Americans for Prosperity! - Stu

Connect with Kristi on LinkedIn: https://www.linkedin.com/in/kristi-antonick-0375122a1/

Check out Americans for Prosperity: https://www.freedomisbigger.com/about/

And most importantly - Get involved.

Highlights of the Podcast 

00:00 - Intro

00:28 – What’s Going On in Texas?

01:22 – Property Tax Reform Push

02:00 – Major Win: School Choice (SB2)

03:32 – From Valedictorian to Advocacy

04:13 – School Choice Isn’t Anti-Public School

05:23 – Grassroots Engagement & AFP Events

06:49 – Energy Roundtable Recap

08:04 – Energy Grid Concerns & Data Center Growth

09:29 – Nuclear Innovation & DOE Pilot Program

10:14 – AI, Energy Policy & Texas Advantage

11:09 – AFP’s National Focus on Energy

12:05 – Can Texas Eliminate Property Taxes?

13:00 – The Freedom Unleashed Tour

14:14 – A Real Fix is Coming

15:47 – How to Get Involved

16:12 – From Anger to Action

16:42 – Final Thoughts & Thank You

https://theenergynewsbeat.substack.com/

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down OPEC+’s shrinking spare capacity, warning that oil prices could spike as the group nears its production limits. They discuss Saudi Arabia’s aging fields, pressure depletion, and the difficulty of restarting shut-in wells. The segment also covers ExxonMobil’s potential return to Iraq’s Majnoon oil field, China’s plan to build 11 new oil storage sites, and the U.S. receiving its first tungsten shipment from Rwanda—marking a move to bypass China in critical minerals. Finally, they highlight President Trump’s approval of a new 211-mile road to Alaska’s Ambler Mining District and Shell’s $600 million hit from canceling its Rotterdam biofuels project, underscoring the contrast between fossil energy resilience and renewable setbacks.

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

Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:14 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike

04:53 - Exxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil Field

06:30 - China to Build 11 New Oil Storage Sites in 2 Years

08:41 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China

11:13 - President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District

16:14 - Markets Update

17:52 - Shell’s Q3 Profit Soars on Strong Trading and Production

18:25 - Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project

21:59 - Outro

Links to articles discussed:

OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike

Exxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil Field

China to Build 11 New Oil Storage Sites in 2 Years

The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China

President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District

Shell’s Q3 Profit Soars on Strong Trading and Production

Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered reports of a possible drone strike and fire at Chevron’s El Segundo refinery threatening Southern California’s jet-fuel supply, rising gas prices, and broader energy security concerns. It also discussed BlackRock’s $6 billion Allete utility acquisition, AI’s projected demand for 55 GW of new power capacity, a surge in copper prices from grid and AI growth, and the collapse of the Net Zero Banking Alliance amid political backlash and massive global costs. The team wrapped with insights on Chevron and Oxy asset sales, OPEC’s production dynamics, and a preview of an upcoming interview with General Flynn.

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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

00:15 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike

04:07 - BlackRock’s GIP Wins Approval of $6 Billion Allete Deal – How investors look at the deal

07:20 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030

12:41 - AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?

14:54 - Net-Zero Banking Alliance Folds After Mass Exodus by Members

20:52 - Markets Update

21:15 - OPEC+: Reuters Leaks on Oil Plans Again – But can they deliver?

22:29 - Exclusive: Chevron puts $2 billion Colorado pipeline assets for sale, sources say

23:28 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

32:29 - Outro

Links to articles discussed:

Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike

BlackRock’s GIP Wins Approval of $6 Billion Allete Deal – How investors look at the deal

AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030

AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?

Net-Zero Banking Alliance Folds After Mass Exodus by Members

OPEC+: Reuters Leaks on Oil Plans Again – But can they deliver?

Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown’s limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street’s renewed focus on oil and gas after Trump’s UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services.

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Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey

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Follow Stuart On LinkedIn:

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

Twitter: https://twitter.com/STUARTTURLEY16

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

00:13 - Dallas Fed Survey Reveals Unrest in America’s Shale Patch

09:48 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade

14:05 - OPEC+ is poised to slip further below oil output target

14:05 - Exclusive: OPEC+ plans another oil output hike in November, sources say

15:57 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know

22:39 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?

26:02 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

29:49 - Outro

Links to articles discussed:

Dallas Fed Survey Reveals Unrest in America’s Shale Patch

U.S. Shale Costs to Soar to $95 per Barrel Within a Decade

U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know

Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?

Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions.

We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available on the Energy News Beat and Energy Impacts channels as well.

Thank you, Josh, for your great industry leadership! - Stu

Highlights of the Podcast

00:00 – Opening & Introductions

04:08 – Bison Interests & Building Bison Insights

08:04 – Global Oil Markets & Russia’s Influence

13:14 – OPEC+ Spare Capacity Debate

20:49 – California Energy Policy & Refinery Fires

33:08 – ESG, Corporate Governance & Oil Majors

41:35 – Layoffs at Imperial Oil & Corporate Culture

44:57 – U.S. Industry Leadership & Historical Parallels

47:17 – Methane Leakage, NGOs & Policy Critique

55:01 – AI, Data Centers & Natural Gas Demand

01:02:47 – Power Generation & Gas Turbine Shortages

01:05:26 – Government Shutdown Impacts

01:10:52 – Nuclear Energy Stocks & Market Bubble

01:15:34 – Market Rally & Economic Insights

Full Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial

In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown’s limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street’s renewed focus on oil and gas after Trump’s UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services.

Subscribe to Our Substack For Daily Insights

Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey

Need Power For Your Data Center, Hospital, or Business?

Follow Stuart On LinkedIn:

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

Twitter: https://twitter.com/STUARTTURLEY16

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

00:13 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know

02:43 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?

06:08 - Wall Street Rediscovers Oil and Gas after Trump’s Trounce on Climate and Green Energy at the UN

07:51 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

14:34 - Markets Update

16:40 - Outro

Links to articles discussed:

U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know

Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?

Wall Street Rediscovers Oil and Gas after Trump’s Trounce on Climate and Green Energy at the UN

Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley talks with Mikey Lucas, COO & Partner at MSB Global Services and Matrix Data Center, about the future of AI, data centers, and America’s energy dominance.

Mikey shares his journey from self-taught entrepreneur to leading a three-gigawatt data center project powering the AI boom. The discussion covers:

• Why data centers consume power equal to tens of thousands of homes
• The two biggest hurdles: financing and grid power
• How microgrids, nuclear, and behind-the-meter solutions can reshape the industry
• Investment opportunities with 15–20% returns
• Strain from EV adoption and natural gas demand
• America’s aging grid as a national security risk
• The urgent need for skilled labor

A mix of big-picture strategy and real-world solutions, this episode explores where AI, energy, and investment collide—and why skilled trades may fuel America’s next boom.

I am looking forward to more podcasts with Mikey as I learned a lot from our discussion, and loved his get-the-job-done attitude.

Connect with Mikey on his LinkedIn here:https://www.linkedin.com/in/mikey-lucas/

Book an Appointment with Mikey here:https://site.msbglobalservices.com/mikey-consultation-call-30min

Highlights of the Podcast 

00:00 - Intro

00:52 – AI as a Force for Good

02:23 – AI, Energy, and U.S. Dominance

03:02 – What Are Data Centers?

05:30 – Power & Financing: The Big Hurdles

08:56 – ERCOT, Texas, and Nuclear Prospects

10:33 – Investment Opportunities

12:04 – Returns & Infrastructure Funds

14:05 – Public Perception & Rising Bills

15:08 – The Real Problem: Utilities

18:44 – Businesses Must Rethink Energy

19:35 – The EV Strain on the Grid

21:16 – America’s Clean Advantage

23:46 – Solving Problems vs. Talking About Them

25:07 – How to Connect with Mikey

26:01 – Natural Gas Shortages Ahead?

28:43 – The Energy Supercycle

30:46 – The Skilled Labor Crisis

32:37 – Stu’s DIY Microgrid

34:32 – Hard Truths for the Next Generation

35:05 – Closing Thoughts

Check out the Substack here:https://theenergynewsbeat.substack.com/