In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews Wasif Latif, president of Sarmaya Partners, to discuss the global impact of President Trump’s tariffs, the return to tangible assets like commodities, and the challenges and opportunities in reindustrializing the U.S. economy. They explore historical parallels to the 1970s, the role of energy, gold, and copper in today's markets, and why long-term investing in tangible assets is critical amid rising inflation and supply chain shifts. Wasif also shares insights on navigating today's volatile markets and where future growth lies.

Thank you, Wasif, for your time and leadership in the investment markets. I had an absolute blast. - Stu

Check out Sarmaya Partners' website here: https://sarmayapartners.com/

Please follow Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/

Highlights of the Podcast 

00:00 - Intro

01:18 - Decades of Deindustrialization and Tariff Challenges

02:14 - Historical Lessons from the 1970s Inflation

05:32 - Reindustrialization: America's Shipbuilding Challenge

06:26 - The Return to Tangibles and Commodities Supercycle

08:35 - Energy, Gold, and Reindustrialization Themes

10:00 - Coal and Global Role and Energy Usage Trends

12:00 - Strengthening the U.S. Balance Sheet with Tangibles

14:29 - Bitcoin and Role in the Financial Mix

16:20 - Stock Market Volatility and Investment Strategies

20:19 - Supply Chain Shifts and Trade War Implications

23:38 - EU Military Retooling and India and Energy Growth

24:59 - Long-Term Oil Demand and Commodity Markets Outlook

26:48 - Market Patience vs. Panic: Investment Mindsets

28:04 - Where to Find Wasif Latif and Samaria ETF Information

28:34 - Closing Remarks and Appreciation

For the full article, check out https://theenergynewsbeat.substack.com/

Robert Bryce stops by the Energy News Beat and The Energy Question podcasts to discuss the energy crisis, blackouts, and their causes in Spain. This is a huge warning sign for the grid operators and hopefully a wake-up call. Join Robert, David Blackmon, and Stu Turley as we discuss the financial causes and impacts of this historic blackout.

Highlights of the Podcast



00:01 – Introductions

01:36 – Cause of Spain’s Blackout

03:16 – Media Spin & Denial

05:27 – Pre-Warnings Ignored

08:31 – Comparison to Texas Blackouts

10:32 – Grid Stability Concerns in the US

12:37 – Microgrids and Energy Inequality

15:02 – Media Coverage Shifts

19:22 – Cybersecurity & Grid Hardware

22:00 – Transformer Shortage

25:13 – US Energy Policy & Nuclear Hope

28:16 – Global Nuclear Trends

30:04 – Germany’s Ideological Influence

32:50 – California as a National Risk

39:54 – Oil Demand Reality

41:02 – Nuclear as Only Viable Zero-Carbon Path

42:29 – Manufacturing & LNG Fleet Gaps

45:22 – Nuclear Bipartisanship Required

48:40 – Floating Nuclear as Export Model

53:06 – SMRs: Sizzle vs. Stake

56:27 – Closing Remarks

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses a range of key energy topics, including the U.S. LNG industry’s growth as a leading export, with Secretary Chris Wright highlighting its future dominance. He touches on U.S. oil companies reducing interest expenses while focusing on fiscal responsibility, Japan's MOL expanding its LNG fleet, and India’s HPCL and ADNOC securing an LNG supply deal. Turley also emphasizes the importance of BP’s partnership with Woodside for Louisiana LNG and the need for increased shipbuilding to support U.S. LNG exports. Additionally, he raises concerns about energy challenges in California, drawing comparisons to European grid issues.

Highlights of the Podcast 

00:00 - Intro

01:46 - U.S. LNG will be the United States’ largest export product – Secretary Chris Wright

04:47 - U.S. oil companies spent less on interest over the last decade despite higher rates

07:27 - MOL’s LNG fleet continues to expand

09:50 - India’s HPCL, Adnoc ink LNG supply deal

12:42 - BP to supply feed gas to Woodside’s Louisiana LNG

15:24 - Outro

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

U.S. LNG will be the United States’ largest export product – Secretary Chris Wright

U.S. oil companies spent less on interest over the last decade despite higher rates

MOL’s LNG fleet continues to expand

India’s HPCL, Adnoc ink LNG supply deal

BP to supply feed gas to Woodside’s Louisiana LNG

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In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses a range of energy-related topics, including the Dutch government's decision to scale back offshore wind projects to protect fisheries, the EU's reliance on Chinese green energy technology, and the implications for global power dynamics. He also covers Saipem's $590 million deal for the UK’s carbon capture project, the growing pushback against Biden's green agenda by Republicans, and the mounting climate lawsuits targeting oil companies. Additionally, Turley delves into the recent blackouts in Spain and Portugal, attributed to overreliance on solar power, highlighting the dangers of neglecting the stability of energy grids.

Highlights of the Podcast 

00:00 - Intro

02:48 - Dutch government scales back offshore wind to preserve fisheries

04:33 - EU’s Green Dream Ignores U.S. Warnings And Falls Into China’s Geopolitical Grip

08:19 - Saipem wins $590m deal for work on Eni’s UK CCS project

10:05 - Republicans Are Scrapping Biden’s Green Agenda To Cut Energy And Consumer Costs

12:46 - Study Blames Oil Companies For Trillions In Damages To Bolster Climate Lawsuits

13:51 - Solar Power’s Overreliance Likely Culprit In Spain And Portugal Blackouts

16:45 - Outro

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

Dutch government scales back offshore wind to preserve fisheries

EU’s Green Dream Ignores U.S. Warnings And Falls Into China’s Geopolitical Grip

Saipem wins $590m deal for work on Eni’s UK CCS project

Republicans Are Scrapping Biden’s Green Agenda To Cut Energy And Consumer Costs

Study Blames Oil Companies For Trillions In Damages To Bolster Climate Lawsuits

Solar Power’s Overreliance Likely Culprit In Spain And Portugal Blackouts

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In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss the recent widespread blackout affecting Spain, Portugal, and parts of France, speculating it could be linked to a cyber attack. They highlight the challenges of renewable energy reliance, emphasizing the instability of non-dispatchable power sources. The discussion moves to the geopolitical tension in Eastern Europe as the U.S. urges a split from the EU's energy transition aims, and California's steep decline in oil drilling permits is criticized. Finally, the hosts touch on the oil market, with concerns about the ongoing U.S.-China trade war and its potential impact on oil prices, despite some optimistic long-term views on oil and gas investments.

Highlights of the Podcast 

00:00 - Intro

01:37 - Spain and Portugal Hit by Widespread Blackout

07:26 - US Urges Eastern Europe to Split From EU Energy Transition Aims

09:17 - California’s New Oil Drilling Permits Drop From Thousands to Dozens per Year

11:58 - Big Oil Could Trim Buybacks After Price Rout – But Oil and Gas is still a good investment

17:53 - Markets Update

19:54 - Outro

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

Spain and Portugal Hit by Widespread Blackout

US Urges Eastern Europe to Split From EU Energy Transition Aims

California’s New Oil Drilling Permits Drop From Thousands to Dozens per Year

Big Oil Could Trim Buybacks After Price Rout – But Oil and Gas is still a good investment

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In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner dive into major global shifts, including the UK trying to attract investors hurt by Trump’s tariffs and the growing pushback against net-zero policies. They discuss Trump's potential post-war business deals with Russia focused on energy and minerals, highlighting complex geopolitical risks. California’s high gas prices are linked to policy-driven regulation rather than corporate greed, according to a new study. In the markets, oil prices stayed flat while EQT made headlines by acquiring Olympus Energy for $1.8 billion, signaling ongoing consolidation in the natural gas sector.

Highlights of the Podcast 

00:00 - Intro

01:55 - UK Looks To Woo Investors Impacted by Trump Tariffs

04:21 - Net zero realism is growing with the UK Government increasingly isolated

06:47 - US Eyes Post-War Joint Business With Russia in Energy, Metals

12:05 - Study: California Gas Prices Driven by Policy, Not Profiteering

17:35 - Markets Update

19:28 - Rigs Count Update

21:19 - EQT Buys Private Marcellus E&P Olympus Energy for $1.8B

23:54 - Outro

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

UK Looks To Woo Investors Impacted by Trump Tariffs

Net zero realism is growing with the UK Government increasingly isolated

US Eyes Post-War Joint Business With Russia in Energy, Metals

Study: California Gas Prices Driven by Policy, Not Profiteering

EQT Buys Private Marcellus E&P Olympus Energy for $1.8B

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In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner highlights a wild shakeup across global energy markets: BP faces activist pressure and potential mega-merger talks after slashing renewables; $8 billion in U.S. clean energy projects collapsed, raising questions about electricity costs; Trump moves to dismantle the EPA’s endangerment finding to protect fossil fuels; tariffs reshape MENA oilfield services and boost U.S. supply chains; a possible nuclear deal with Iran could flood the market with oil; and Texas grapples with ERCOT’s grid reliability failures after $130 billion in unsustainable renewable investments.

Highlights of the Podcast 

00:00 - Intro

01:23 - Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity?

06:38 - Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?

11:05 - Trump Targets EPA Endangerment Finding After Supreme Court Rulings

13:25 - Trump Tariffs Reshape MENA Oilfield Services

16:44 - How would a Nuclear Deal with Iran impact the global oil markets?

19:28 - How will ERCOT and Texas learn from the past on the grid?

22:53 - Outro

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

Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity?

Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?

Trump Targets EPA Endangerment Finding After Supreme Court Rulings

Trump Tariffs Reshape MENA Oilfield Services

How would a Nuclear Deal with Iran impact the global oil markets?

How will ERCOT and Texas learn from the past on the grid?

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In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses several significant topics: Texas' grid issues and the uncertain future of SB 715, which could eliminate controversial subsidies for renewables; California's new bill to permanently ban offshore oil and gas drilling, raising concerns about the state's energy security; Woodside's assessment of tariff impacts on Louisiana LNG projects; and the U.S. targeting an Iranian LPG magnate involved in evading sanctions. These stories highlight key energy policy debates and their global implications, from grid stability to international trade dynamics.

Highlights of the Podcast 

00:00 - Intro

01:43 - How will ERCOT and Texas learn from the past on the grid?

05:13 - Bill looking to permanently ban oil and gas activities off California

07:50 - Woodside assessing tariff impact on Louisiana LNG

09:22 - US targets Iranian LPG magnate

12:37 - Outro

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

How will ERCOT and Texas learn from the past on the grid?

Bill looking to permanently ban oil and gas activities off California

Woodside assessing tariff impact on Louisiana LNG

US targets Iranian LPG magnate

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In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy and market developments, including the potential impact of a nuclear deal with Iran on global oil markets, the EPA chief's response to media claims about waste, Trump’s new energy order targeting state-level climate laws, and India’s $2.5 billion deal for an Australian coal terminal. He also provides insights on Tesla’s stock performance for Q1 2025, highlighting the company's innovation in autonomous driving and energy storage. Turley emphasizes Tesla’s role as a technology company and advises buying the stock.

Highlights of the Podcast 

00:00 - Intro

02:17 - How would a Nuclear Deal with Iran impact the global oil markets?

05:01 - EPA Chief Denounces Media For Claiming ‘No Evidence’ Of Agency Waste Under Biden

06:48 - Trump Targets State-Level Climate Lawfare With New Energy Order

08:51 - Adani Ports strikes $2.5bn deal for Australian coal terminal

10:36 - How is the Tesla Stock Handling the current Quarter in 2025

12:39 - Outro

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

How would a Nuclear Deal with Iran impact the global oil markets?

EPA Chief Denounces Media For Claiming ‘No Evidence’ Of Agency Waste Under Biden

Trump Targets State-Level Climate Lawfare With New Energy Order

Adani Ports strikes $2.5bn deal for Australian coal terminal

How is the Tesla Stock Handling the current Quarter in 2025

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In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses the importance of securing critical mineral processing within the U.S., highlighting China’s dominance in this area. He also covers key political and economic topics, including Trump targeting the EPA's endangerment finding and the reshaping of MENA oilfield services due to U.S. tariffs. Additionally, he explores Iraq's oil embargo, emphasizing that it is more about sovereignty than oil. Turley emphasizes the shifting geopolitical landscape and the U.S.'s efforts to regain control over its energy and trade policies.

Highlights of the Podcast 

00:00 - Intro

01:52 - Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control.

04:20 - Trump Targets EPA Endangerment Finding After Supreme Court Rulings

08:23 - Trump Tariffs Reshape MENA Oilfield Services

11:42 - Iraq’s Oil Embargo Was Never Just About Oil

14:06 - Outro

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

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