In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner expose the true costs of solar energy, citing data from Doug Sheridan that reveals solar is significantly more expensive than natural gas across Europe—except in Spain and Portugal. They highlight the added costs of transmission and infrastructure and question whether energy policy is driven by politics rather than economics. Other stories include the struggling solar market amid economic headwinds, water management issues threatening the Permian Basin’s oil output, green corridor projects raising greenwashing concerns, and Texas legislation targeting inactive oil wells with stricter deadlines.

Highlights of the Podcast 

00:00 - Intro

01:19 - Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive

05:03 - Has the solar market seen better days? Economic Headwinds Threaten Solar Industry’s Bright Future

07:28 - The Crude Truth: Water Management Challenges Threaten Permian Basin Oil Production

10:16 - World’s largest port launches three European green corridor projects – is this just greenwashing at it’s finest, or does it have any value?

13:02 - Texas oil companies face new deadlines to plug inactive wells

18:31 - Markets Updates

20:27 - Outro

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

Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive

Has the solar market seen better days? Economic Headwinds Threaten Solar Industry’s Bright Future

The Crude Truth: Water Management Challenges Threaten Permian Basin Oil Production

World’s largest port launches three European green corridor projects – is this just greenwashing at it’s finest, or does it have any value?

Texas oil companies face new deadlines to plug inactive wells

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In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down major headlines, including the Trump administration’s fast-tracking of a Utah uranium mine as part of a critical minerals push, Egypt’s surprising shift to LNG imports despite being a former exporter, and Cheniere’s latest Corpus Christi LNG expansion milestone. They dive into oil price trends, reacting to Goldman Sachs' bearish forecast of $52–$56 oil through 2026, and contrast it with ongoing global demand growth. The episode closes with a debate on future energy investments, highlighting the strategic shift from unconventional to conventional drilling as prices stay in the $60 range.

Highlights of the Podcast 

00:00 - Intro

01:20 - Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals

04:38 - Second FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy?

06:52 - Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion train

11:31 - Markets Updates

13:34 - Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters

19:01 - Outro

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

Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals

Second FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy?

Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion train

Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters

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In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner dive into Trump’s escalating energy dilemma as potential secondary sanctions on Russia could spike oil prices to $100 — a political win for Democrats but a headache for Trump. They also unpack Technip Energies’ Cyprus LNG deal, the decline of Northvolt’s battery production in Sweden, and OPEC’s strategic output boost that could squeeze U.S. shale. With oil rig and frack counts plummeting, LNG emerging as the long-term bet, and global capital flows shifting, the hosts explore where energy investments should pivot next in this volatile landscape.

Highlights of the Podcast 

00:00 - Intro

01:34 - DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces

05:291 - President Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.

10:15 - Technip Energies bags Cyprus LNG gig – and how does this impact Cyprus’s clean energy?

12:48 - Northvolt to Wind Down Battery Making in Sweden: A Blow to Europe’s Energy Transition

16:01 - Markets Update

18:04 - Rig Count Update

18:10 - Frac Count Update

18:49 - OPEC’s Latest Report: A Strategic Move to Challenge U.S. Shale Oil Companies?

22:14 - Outro

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

DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces

President Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.

Technip Energies bags Cyprus LNG gig – and how does this impact Cyprus’s clean energy?

Northvolt to Wind Down Battery Making in Sweden: A Blow to Europe’s Energy Transition

OPEC’s Latest Report: A Strategic Move to Challenge U.S. Shale Oil Companies?

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In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley discusses key topics with Steve Reese, CEO of Reese Energy Consulting, and Karr Ingham from the Texas Alliance of Energy Producers. They explore the role of Texas in the energy sector, focusing on natural gas and oil production, the state's influence on energy markets, and the challenges posed by legislation and regulation. The conversation highlights the economic significance of oil and gas in Texas, the state's approach to balancing renewable energy, and the global demand for U.S. LNG. The trio also discusses the ongoing legislative session and the future of energy in the U.S., emphasizing the importance of free-market solutions.

This was a huge conversation about the Texas oil and gas markets and it's impact on the global energy market. Texas is impacting the world.

Natural gas is not a bridge fuel; it is part of the change in molecule demand. Electricity demand is growing, and how it is generated matters. The EIA has stated that the US has continually lowered its emissions, and the largest reduction was closing coal plants and increasing to natural gas.

We are seeing this same global trend in shipping and long-haul trucking. Let's save the environment, while being fiscally responsible is a vast topic.

Please reach out to Steve Reese on his LinkedIn here:https://www.linkedin.com/in/steve-reese-185a86/

Reese Energy Consulting Website: https://reeseenergyconsulting.com/

Please reach out to Karr Ingham on his LinkedIn here:https://www.linkedin.com/in/karr-ingham-9b62333a/

Check out the Texas Alliance of Energy Producers site here: https://www.texasalliance.org/

Follow the Texas Alliance of Energy Producers on LinkedIn here: https://www.linkedin.com/company/texas-alliance-of-energy-producers/posts/?feedView=all

Thank you, Steve, for your energy, leadership, and sponsoring the Energy News Beat Daily show. - Stu

Karr, it was an absolute thrill to spend some time with you, and I am really looking forward to our next visit about all of the great things you are doing for Texas and the energy producers. - Stu

Highlights of the Podcast 

00:00 - Intro

00:34 - Steve Reese Introduction

01:04 - Karr Ingham Introduction

02:52 - Texas Legislative Session Impact

05:00 - Texas Oil & Gas Economic Impact

07:50 - Texas Energy Mix: Gas, Coal, Wind, Solar

08:39 - LNG Exports & Economic Impact

09:43 - Renewable Energy Failures in Spain/Portugal

10:36 - Natural Gas as a Solution

16:06 - Need for Natural Gas

20:33 - Texas Election Trends

27:11 - Texas LNG & Oil Exports

32:06 - Permian Basin’s Energy Role

39:27 - UK’s Windfall Tax on Energy Companies

42:31 - Future of Texas Energy

47:48 - Contact Information of Karr Ingham

48:20 - Reese Energy Consulting Website

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner cover significant geopolitical shifts in the global energy market, including the formation of a new trading bloc between the Middle East, India, and Pakistan, alongside Russia and the U.S. They also explore the U.S.'s energy independence challenges, particularly in battery mineral production, and the impact of China’s dominance in the global supply chain. The hosts highlight key developments such as Qatar's growing LNG exports, the U.S.'s increasing dependence on foreign investments, and the ongoing struggle to balance fossil fuel and renewable energy investments amid political and economic pressures.

Highlights of the Podcast 

00:00 - Intro

02:22 - Britain’s Plan to Retrain Oil and Gas Workers for Clean Energy Jobs

04:44 - President Trump’s Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE.

08:29 - WSJ Goes Fully In The Tank For ‘Clean’ Energy

11:52 - EOG Goes Abroad, and So Does American Power

14:49 - QatarEnergy eyes major LNG trading expansion

16:46 - Trump allows Equinor to resume work on wind project off New York

21:25 - China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line?

24:42 - Outro

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

Britain’s Plan to Retrain Oil and Gas Workers for Clean Energy Jobs

President Trump’s Gulf tour inks significant energy and technology agreements with Saudi Arabia, Qatar, and the UAE.

WSJ Goes Fully In The Tank For ‘Clean’ Energy

EOG Goes Abroad, and So Does American Power

QatarEnergy eyes major LNG trading expansion

Trump allows Equinor to resume work on wind project off New York

China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line?

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In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key global energy developments. They highlight China’s dominance in battery mineral trade, India’s rising oil imports from Russia, and Japan’s increasing LNG demand despite declining coal imports. The hosts also dive into the revival of New York’s wind project, which includes a deal for a natural gas pipeline, and the reopening of California’s offshore oil platforms after a decade. Lastly, they discuss the broader implications of energy politics, including the impact of renewable energy on fossil fuel production and the risks posed to California's energy security.

Highlights of the Podcast 

00:00 - Intro

01:53 - China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line?

05:12 - ndia’s Oil Imports From Russia on Track for 10-Month High

07:16 - Japan’s April LNG imports climb

08:48 - New York Wind Project Revived With Natgas Quid Pro Quo

10:37 - California’s first of three offshore platforms back in oil production business after 10 years

14:31 - Markets Update

15:08 - Oil Jumps on Possibility of Israeli Attack on Iran 

16:13 - Crude Oil Inventory

18:03 - Outro

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

China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line?

India’s Oil Imports From Russia on Track for 10-Month High

Japan’s April LNG imports climb

New York Wind Project Revived With Natgas Quid Pro Quo

California’s first of three offshore platforms back in oil production business after 10 years

Oil Jumps on Possibility of Israeli Attack on Iran

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This is the first in a new series for 2025, in which we will discuss how AI impacts energy throughout the entire supply chain and on to consumers.

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley hosts experts Mark Stansberry and Jon Brewton to discuss the intersection of AI, energy, and business. Mark, a seasoned oil and gas professional, shares his excitement about the potential of AI in the industry, while Jon, the founder of Data Squared, explains how his company is tackling the challenge of connecting disparate data systems. They explore the importance of explainable AI and its application in high-stakes sectors like defense and energy. The discussion also highlights the role of AI in optimizing costs and improving decision-making across industries.

Thank you, Mark and Jon, for stopping by the podcast! This was an important episode, and it will be a great start for the series.

Please follow Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/

And Data2 websitehttps://data2.ai/

Check out everything about Mark Stansberry here: https://www.linkedin.com/in/mark-a-stansberry-67407511/

And his website:https://www.markstansberry.com/

Highlights of the Podcast

00:00 - Intro

00:44 - Guest Introduction: Mark Stansberry

01:03 - Guest Introduction: John Brewton

01:21 - Mark’s Role as Advisor

02:40 - John’s Company, Data Squared

06:00 - Solving Industry Problems with AI

08:43 - Business Application: Connecting Disparate Data Systems

14:07 - Example of Solving Data Challenges

18:32 - Value Chain Optimization

21:08 - AI in Engineering and Strategic Planning

25:03 - Overcoming the Challenge of Hallucinations in AI

32:00 - The Role of AI in Federal Government and Energy

33:03 - Collaboration with Louisiana State University

35:50 - The Future of AI and Energy

39:01 - Closing Remarks

#ai

David Ramsden-Wood stops by the Energy Impact and the Energy News Beat Podcast to talk about the Trump Middle East Tour, EOG, and his Hot Take of the Day.

DRW wrote on his Substack, "EOG Goes Abroad, and So Does American Power." It is a great article that raises some huge issues in the oil and gas markets.

This is a must-watch episode for anyone who wants to understand the real future of American energy and why it’s being shaped overseas.

Highlights of the Podcast

00:01 – Introduction

01:21 – The Trump Doctrine & Energy Strategy

05:16 – EOG’s 900,000-Acre Concession in UAE

07:37 – Energy as an Export Service

09:10 – Global Energy Demand: Asia Rising

11:35 – Natural Gas & Policy Quid Pro Quo

13:59 – Policy Failures in Green Energy States

17:21 – Are We at Peak U.S. Oil?

23:34 – EOG’s Move: Independence or Buyout Prep?

27:18 – Geopolitics, Israel, and the Energy Landscape

29:09 – Gas vs. Oil: The Future Molecule

31:21 – Politics and Policy Under Biden

38:27 – Canadian Politics & U.S. Strategy

40:00 – Gavin Newsom and Political Opportunism

41:36 – Can Trump End Climate Subsidies?

44:02 – Censorship, Free Speech, and Elon Musk

47:20 – Tesla, Consumer Choice & Auto Industry Shifts

49:01 – Political Aspirations & Civic Engagement

51:42 – Social Security & Fiscal Imbalance

54:14 – 2025 Tax Cuts & Electoral Consequences

56:36 – Closing Thoughts on Energy, Policy & Optimism

58:09 – Contacts

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key energy developments. Saudi Arabia plans to increase its summer crude burn for power generation, while QatarEnergy targets a major LNG trading expansion by 2030. Petrobras signs a $1.5B contract with Subsea 7 for the Búzios 11 project in Brazil, and Trump allows Equinor to resume work on a wind project off New York. The hosts also touch on global oil market shifts, including price changes, geopolitical tensions, and a potential nuclear deal with Iran.

Highlights of the Podcast 

00:00 - Intro

01:44 - Saudi Arabia poised to increase summer crude burn for power

3:49 - QatarEnergy eyes major LNG trading expansion

05:50 - Petrobras pens EPCI deal with Subsea 7 worth nearly $1.5bn

08:38 - Trump allows Equinor to resume work on wind project off New York

15:27 - Markets Update

18:16 - Outro

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

Saudi Arabia poised to increase summer crude burn for power

QatarEnergy eyes major LNG trading expansion

Petrobras pens EPCI deal with Subsea 7 worth nearly $1.5bn

Trump allows Equinor to resume work on wind project off New York

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In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers a range of critical energy topics. He discusses how Republicans were drawn into a deal that keeps the IRA subsidies in place and the need for urgent reforms. Stuart also critiques the Wall Street Journal's shift towards promoting clean energy, highlighting the financial and political motives behind it. Additionally, he explores EOG's international expansion, the revision of historical oil demand data by the IEA, and the paradox of rising U.S. hydropower generation amid the removal of dams. Finally, Stuart calls out the management failures in California’s water and energy policies.

Highlights of the Podcast 

00:00 - Intro

02:51 - How Republicans got roped into a deal that keeps the IRA—and why there’s still time to fix it

05:47 - WSJ Goes Fully In The Tank For ‘Clean’ Energy

09:11 - EOG Goes Abroad, and So Does American Power

13:01 - IEA revised historical oil demand data, can we trust the numbers? Is this price manipulation?

15:11 - U.S. hydropower generation expected to rise by 7% in 2025 following last year’s record low – Then why are so many dams being removed?

16:52 - Outro

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

How Republicans got roped into a deal that keeps the IRA—and why there’s still time to fix it

WSJ Goes Fully In The Tank For ‘Clean’ Energy

EOG Goes Abroad, and So Does American Power

IEA revised historical oil demand data, can we trust the numbers? Is this price manipulation?

U.S. hydropower generation expected to rise by 7% in 2025 following last year’s record low – Then why are so many dams being removed?

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