In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Tyler Lindholm, Wyoming State Director of Americans for Prosperity, to break down the truth about America’s energy future, federal overreach, the wind farm subsidy scams, coal’s comeback, and why Wyoming is becoming the last line of defense for U.S. energy security.

Lindholm exposes how federal land policies cripple ranchers, why baseload power still matters, how California depends on Wyoming to keep the lights on, and why renewable subsidies are collapsing under their own weight. They also dive into grid reliability, the “duck curve,” production tax credit scams, and how local citizens can take back control of energy policy.

If you care about energy independence, rural America, or honest conversations outside the mainstream media… this is the episode to watch.

Thanks for your leadership, Tyler, in Agriculture, Ranching, and Energy! I had an absolute blast visiting with you. - Stu.

Connect with Tyler on LinkedIn: https://www.linkedin.com/in/tyler-lindholm-9119a259/

???? Want to get involved?

Visit: AmericansForProsperity.org

Highlights of the Podcast 

00:00 - Intro

00:32 – Why Wyoming Is a U.S. Energy Powerhouse

01:02 – Wyoming’s Energy Priorities

01:41 – Trump’s “Three Horsemen” of Energy Dominance

02:01 – New Coal Plant Proposal

03:10 – Reliable, Affordable Energy Is King

03:35 – AFP’s Mission: Cutting Government Barriers

04:24 – Federal Land Control Hurting the West

05:44 – Grazing, Wildlife & Real Environmental Impact

07:58 – California’s Dependence on Wyoming Power

09:23 – Energy Security = National Security

10:42 – How Citizens Can Get Involved Locally

13:09 – Wyoming’s Workforce & Six-Figure Energy Jobs

13:34 – AI vs. Blue-Collar America

15:16 – The Duck Curve Explained Simply

17:03 – Wind Farm Reclamation Crisis

18:31 – Wind Subsidy Scams (PTC Loophole)

20:22 – Who Really Runs the Grid

21:55 – Closing Thoughts

Check out the full articles:

https://theenergynewsbeat.substack.com/

or on the website:

https://energynewsbeat.co/

Happy Thanksgiving, and we have a wild Energy News Beat Stand Up for You!

We are focusing more on finance, deal reviews, and the economics of energy rollout in future articles.

UK oil and gas companies exploring opportunities in the U.S. market: We discuss how large UK oil and gas companies like Harbor Energy are actively looking for merger and acquisition opportunities in the U.S. as they face challenges in the UK market due to Net Zero policies.

Kind of like I have said, that oil saved the whales the first time, and President Trump’s ending of offshore wind may save them the second time. The UK oil companies looking to move is a potential trend for all investors to take note of.

Energy Policies have consequences, and the UK, EU, and even Canada are on a road to a fiscal catastrophe.

We also cover the concerns about potential oil shortages: Comments from Russia’s top OPEC negotiator, Alexander Novak, who warned about the risk of an imminent oil shortage due to chronic underinvestment in new oil production to replace declining fields.

China’s development of a new CO2 turbine technology: We discuss China’s unveiling of a new supercritical carbon dioxide power generator technology, which could have significant applications in industries like cement and steel.

Challenges and opportunities in the U.S. nuclear power sector: And Michael and I explore how the U.S. government is trying to support the development of larger nuclear reactors, including through low-cost government loans, in order to make nuclear power more profitable and attractive to investors

00:18 Harbor Energy is scouting mergers and acquisitions in the US

03:35 Russia points out oil needs investments

07:05 China unveils new CO2 turbine that could upend power tech

13:03 Sponsor and Finance

Check Out Full Articles and Transcripts

https://theenergynewsbeat.substack.com/

and

https://energynewsbeat.co/

Stories Covered in this episode

1.Large UK Oil and Gas Company Explores U.S. Deals – WSJ

2.Russia Points Out the Lack of Investment in Oil is Poised to Cause an Oil Shortage

3.China Unveils New CO2 Turbine That Could Upend Power Tech

4.Can the U.S. Make Big Nuclear Reactors? How Can We Make Nuclear Profitable? How do Investors React?

Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets.

0:00 Intro Doomberg

01:56 Doomberg on the UK and energy crisis

06:28 Doomberg on the Labor Party

12:01 Doomberg on the Russian-Ukrainian War

14:37 Zelensky won the election, but may not be viable in peace talks

25:39 California and Gov Newsom Energy Crisis

31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.

38:14 US Dollar financial system and the petro dollar

43:13 Global debt

45:54 Secretary Chris Wright

53:41 Doomberg on data centers sitting on top of power sources

A special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/

Check out the transcript at https://theenergynewsbeat.substack.com/

or

https://energynewsbeat.co/

#doomberg #finance #investing #investinenergy

In this episode of the Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down whether the U.S. petrodollar is truly dying or just taking hits as global reserves shift and new trading blocs emerge. They dive into the IEA’s stunning reversal projecting rising oil demand through 2050, natural gas’ shift toward year-round high pricing, and why the Shale Crescent region is becoming America’s most strategic energy asset. The hosts also unpack the real drivers behind soaring electricity prices—policy, transmission, and renewable integration—separate from AI demand, and spotlight China’s breakthrough thorium molten-salt reactor. They wrap with oil and gas market moves, rig count surprises, and the SM–Civitas merger shakeup. A packed episode full of global finance, energy policy, and market insights.

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:

00:00 - Intro

00:13 - Is the US Petrodollar Dead, or Just Wounded?

05:01 - The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In.

08:57 - America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security

11:39 - Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly

14:28v - The Rhyme and Reason behind Rising Electricity Prices

17:26 - The World’s First Thorium Molten Salt Reactor in China

22:11 - Markets Update

24:12 - SM–Civitas Merger Move

26:24 - Outro

Links to articles discussed:

Is the US Petrodollar Dead, or Just Wounded?

The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In.

America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security

Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly

The Rhyme and Reason behind Rising Electricity Prices

The World’s First Thorium Molten Salt Reactor in China

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down why there’s no real oil glut despite market noise, Chevron CEO Mike Wirth’s bullish long-term stance, and how AI-driven efficiency is reshaping Big Oil. They dive into Sweden’s pension fund disaster after chasing risky net-zero bets, why micro-nuclear reactors may be the sleeper investment of the decade, and Enbridge’s major pipeline expansion boosting Canadian crude flows. The episode also covers China and India’s role in setting the floor and ceiling for global oil prices, the hidden machinery behind Russia’s “dark fleet,” and why sanctions aren’t stopping crude from moving—just rerouting it. A fast, sharp look at the forces shaping 2025’s energy markets.

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:

00:00 - Intro

00:22 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron

03:46 - Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects

07:17 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil

11:01 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security

12:49 - China Sets the Floor and Ceiling for Global Oil Prices

15:45 - Why China and India Continue Buying Russian Oil?

18:25 - Outro

Links to articles discussed:

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

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

$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security

China Sets the Floor and Ceiling for Global Oil Prices

Why China and India Continue Buying Russian Oil?

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley breaks down the DOE’s $1 billion loan to restart Three Mile Island and why it marks a major win for American energy security and nuclear renaissance. He then dives into how China now sets the floor and ceiling for global oil prices, and why China and India continue buying Russian oil despite sanctions and shifting tanker data. Stu also covers Japan’s accelerating geopolitical posture toward China, Europe’s dangerous dependence on China for rare earth processing, and the EIA’s surprising crude inventory draw that signals a bullish outlook for oil. Packed with analysis, global insights, and energy market implications, this episode keeps you sharp and ahead of the curve.

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:

00:00 - Intro

00:20 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security

02:07 - China Sets the Floor and Ceiling for Global Oil Prices

05:04 - Why China and India Continue Buying Russian Oil?

07:47 - Japan Might Challenge China Sooner Than Expected – Andrew Korybko

09:17 - Europe Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone Else

14:07 - EIA Reports Surprise Crude Oil Inventory Dip

16:37 - Outro

Links to articles discussed:

$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security

China Sets the Floor and Ceiling for Global Oil Prices

Why China and India Continue Buying Russian Oil?

Japan Might Challenge China Sooner Than Expected – Andrew Korybko

Europe Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone Else

EIA Reports Surprise Crude Oil Inventory Dip

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.

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:

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.

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:

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/