In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy topics, including the rise of Russian LNG exports despite EU efforts to phase it out, the implications of seized Russian assets and the U.S. gaining leverage over the EU, and the recent $8 billion loss in U.S. clean energy projects. They also touch on the U.S. military’s strike on a Houthi oil port, the recent surge in U.S. LNG exports, and the potential for BP to merge with other energy giants like Chevron or Exxon, amid challenges posed by U.K. regulatory policies. They also highlight the broader geopolitical energy landscape, focusing on Iran, China’s economic struggles, and future energy market shifts.

Highlights of the Podcast 

00:00 - Intro

02:15 - To Be or Not to Be – Russian LNG Revisited

04:34 - Here’s How Gas Pipelines & Seized Russian Assets Could Give The US Lots Of Leverage Over The EU

07:05 - 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?

12:16 - U.S. Conducts Its Deadliest-Known Recent Strike on Houthi Oil Port

14:24 - US LNG exports climb to 34 cargoes

18:44 - Markets Update

23:41 - Rig Count Update

24:48 - Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?

29:18 - Outro

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

To Be or Not to Be – Russian LNG Revisited

Here’s How Gas Pipelines & Seized Russian Assets Could Give The US Lots Of Leverage Over The EU

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?

U.S. Conducts Its Deadliest-Known Recent Strike on Houthi Oil Port

US LNG exports climb to 34 cargoes

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

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In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discusses key topics impacting the energy sector, including the economic benefits of oil in Texas, the challenges posed by NEPA regulations on infrastructure projects, and the complexities of U.S. oil prices and their global trade impact. Stuart Turley and Michael Tanner highlight how falling oil prices may worsen the U.S. trade deficit, the implications of the U.N.'s carbon tax on shipping, and China’s halting of critical mineral exports amidst rising trade tensions. They also explore the U.S.'s struggles in regaining its shipbuilding capacity and the intricacies of striking trade deals, particularly with China and Malaysia’s role in oil exports.

Highlights of the Podcast 

00:00 - Intro

01:52 - DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION 

06:59 - Why Falling Oil Prices Are Not Always Good News 

11:34 - U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab 

14:48 - China Halts Critical Exports as Trade War Intensifies 

17:14 - Lower Oil Prices Threaten Permian Basin Growth 

20:23 - The steep learning curve America faces if it wants to return to previous shipyard glory days 

23:49 - How to Strike Trade Deals in Record Time

26:55 - Outro

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

DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION

Why Falling Oil Prices Are Not Always Good News

U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab

China Halts Critical Exports as Trade War Intensifies

Lower Oil Prices Threaten Permian Basin Growth

The steep learning curve America faces if it wants to return to previous shipyard glory days

How to Strike Trade Deals in Record Time

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

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In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews industry veterans Mark Stansberry, author of American Needs Energy and its Natural Resources, and Steve Reese, a key figure in the LNG and data center sectors. They discuss a wide range of energy issues, including the impact of tariffs on energy prices, the rising demand for natural gas to power data centers, and the future of energy infrastructure in the U.S. The conversation also touches on the challenges of regulatory hurdles, the push for coal and LNG, and the need for reliable energy solutions amid global energy shifts. They emphasize the importance of building infrastructure and addressing energy security in light of growing demand, including from emerging markets like India and China.

Thank you, Mark and Steve, for stopping by the Energy News Beat Podcast! I had an absolute blast.

Highlights of the Podcast 

00:00 - Intro

00:31 – Mark Stansberry’s Book Introduction

02:06 – Ethanol Discussion

02:30 – Steve Reese Introduction

03:23 – Impact of Regulatory Issues on Coal and Energy Policy

04:34 – Tariff War and Energy Implications

05:19 – AI and Data Center Energy Demand

06:02 – The Role of Natural Gas in Energy Demand

07:35 – Global Oil Market and U.S. Energy Production

08:27 – Energy Transition and Infrastructure Building

09:43 – Innovations in Energy: Triple Fracking and Microgrids

11:04 – LNG and Energy Security

12:47 – LNG Demand in Europe

13:39 – The Jones Act and U.S. Energy Independence

14:47 – Energy Policy Challenges in New York and California

17:14 – Deindustrialization in Germany and Energy Challenges

19:25 – Mark Stansberry’s New Film and Energy Documentary

20:35 – How to Find Mark Stansberry and Steve Reese

21:10 – Closing Remarks

Check out Mark Stansberry's book and information here: https://www.markstansberry.com/

Check out everything on Reese Energy Consulting here: https://reeseenergyconsulting.com/

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews industry veterans Mark Stansberry, author of American Needs Energy and its Natural Resources, and Steve Reese, a key figure in the LNG and data center sectors. They discuss a wide range of energy issues, including the impact of tariffs on energy prices, the rising demand for natural gas to power data centers, and the future of energy infrastructure in the U.S. The conversation also touches on the challenges of regulatory hurdles, the push for coal and LNG, and the need for reliable energy solutions amid global energy shifts. They emphasize the importance of building infrastructure and addressing energy security in light of growing demand, including from emerging markets like India and China.

Thank you, Mark and Steve, for stopping by the Energy News Beat Podcast! I had an absolute blast.

Highlights of the Podcast 

00:00 - Intro

00:31 – Mark Stansberry’s Book Introduction

02:06 – Ethanol Discussion

02:30 – Steve Reese Introduction

03:23 – Impact of Regulatory Issues on Coal and Energy Policy

04:34 – Tariff War and Energy Implications

05:19 – AI and Data Center Energy Demand

06:02 – The Role of Natural Gas in Energy Demand

07:35 – Global Oil Market and U.S. Energy Production

08:27 – Energy Transition and Infrastructure Building

09:43 – Innovations in Energy: Triple Fracking and Microgrids

11:04 – LNG and Energy Security

12:47 – LNG Demand in Europe

13:39 – The Jones Act and U.S. Energy Independence

14:47 – Energy Policy Challenges in New York and California

17:14 – Deindustrialization in Germany and Energy Challenges

19:25 – Mark Stansberry’s New Film and Energy Documentary

20:35 – How to Find Mark Stansberry and Steve Reese

21:10 – Closing Remarks

Check out Mark Stansberry's book and information here: https://www.markstansberry.com/

Check out everything on Reese Energy Consulting here: https://reeseenergyconsulting.com/

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key global energy issues, including America's challenges in reviving its shipbuilding industry, the potential impact of reclassifying CO2 as a non-pollutant, and the urgency of striking trade deals swiftly. He touches on OPEC+ efforts to manage overproduction and the EIA’s projection that U.S. oil production will peak in 2027. He also highlights the dynamics of global oil trade, including China's engagement with the "dark fleet" and the ongoing role of shale oil, while addressing U.S. energy policies and market shifts.

Highlights of the Podcast 

00:00 - Intro

01:47 - The steep learning curve America faces if it wants to return to previous shipyard glory days

05:16 - What are the Potential Effects of Reclassifying CO2 as a Non-Pollutant

08:40 - How to Strike Trade Deals in Record Time

13:03 - OPEC+ Vows to Offset 4.57 Million Bpd Overproduction by June 2026

15:18 - EIA Says U.S. Oil Production Will Peak in 2027

17:40 - Outro

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

The steep learning curve America faces if it wants to return to previous shipyard glory day

What are the Potential Effects of Reclassifying CO2 as a Non-Pollutant

How to Strike Trade Deals in Record Time

OPEC+ Vows to Offset 4.57 Million Bpd Overproduction by June 2026

EIA Says U.S. Oil Production Will Peak in 2027

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In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner breaks down the financial reality of U.S. shale drilling, citing Rystad’s analysis that shows full-cycle breakeven oil prices are now around $62.50 per barrel—higher than current WTI prices. He critiques misleading half-cycle economics and warns that current drilling may be unsustainable. Tanner also covers the IMO’s new emissions penalties for global shipping, the release of a cost calculator for compliance, and falling oil demand forecasts from the IEA amid rising recession fears. Conventional, vertical drilling may offer more profitable opportunities ahead.

Highlights of the Podcast 

00:00 - Intro

01:19 - Free calculator launched for shipowners to navigate IMO’s new green deal

03:58 - Lower Oil Prices Threaten Permian Basin Growth

08:44 - Markets Update

10:37 - Outro

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

Free calculator launched for shipowners to navigate IMO’s new green deal

Lower Oil Prices Threaten Permian Basin Growth

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

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In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers a range of issues impacting global energy markets and geopolitics. It discusses the UN's new emissions tax on shipping, President Trump's administration potentially shutting down NOAA's climate research division, and ABC News misleadingly attributing tornado surges to climate change. It also highlights China halting critical exports in retaliation for trade wars and OPEC adjusting its oil demand forecast amid economic uncertainty. The discussion underscores the complex relationship between tariffs, oil production, and the evolving global energy landscape.

Highlights of the Podcast 

00:00 - Intro

01:57 - U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab

05:14 - Trump Admin To Shut Down NOAA’s Main Climate Research Division

07:48 - ABC News Blames Tornado Surge On Climate Change—But Data Says Otherwise

10:05 - China Halts Critical Exports as Trade War Intensifies

13:55 - Energy OPEC cuts oil demand forecast, sees growing economic uncertainty on Trump trade war

17:09 - Outro

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

U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab

Trump Admin To Shut Down NOAA’s Main Climate Research Division

ABC News Blames Tornado Surge On Climate Change—But Data Says Otherwise

China Halts Critical Exports as Trade War Intensifies

Energy OPEC cuts oil demand forecast, sees growing economic uncertainty on Trump trade war

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In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss several key energy topics. They delve into David Blackman's opinion on using reconciliation to streamline permitting reforms for energy projects, emphasizing the need for regulatory updates. The UK’s growing skepticism towards Chinese investments following a steel rescue is also covered, alongside the impact of tariffs on the energy storage market. Additionally, the discussion touches on the complexities of falling oil prices, the potential economic effects of a global recession, and declining oil consumption forecasts. The episode concludes with a look at market trends, including rig count drops and oil price fluctuations.

Highlights of the Podcast 

00:00 - Intro

01:533 - DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION

07:00 - UK Will Be More Skeptical of Chinese Investment After Steel Rescue

10:14 - The energy storage market is getting clobbered by the tariff wars.

11:38 - Why Falling Oil Prices Are Not Always Good News

18:25 - Markets Update

20:54 - Rig Counts Update

21:44 - Outro

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

DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION

UK Will Be More Skeptical of Chinese Investment After Steel Rescue

The energy storage market is getting clobbered by the tariff wars.

Why Falling Oil Prices Are Not Always Good News

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

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In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discuss these issues, highlighting the potential long-term impact on the oil and gas industry. The oil market has been highly volatile, with prices fluctuating between $55 and $62 per barrel, driven by President Trump's tariffs and global trade tensions. The uncertainty is fueled by concerns over a potential recession, with lowered future demand projections from OPEC and other industry forecasts. The tariffs aim to right-size trade and encourage negotiations, particularly with China, while countries like India and the EU are increasingly aligning with the U.S. as they move away from China's influence. Amidst this turmoil, oil companies must adapt to price swings, ensuring their investments are resilient.

Highlights of the Podcast 

00:00 - Intro

02:19 - Trump Tariffs Threaten UK Economic Stability

07:51 - Trump Threatens 50% More China Tariffs, Teases Talks With Others

09:57 - South Africa needs all the products and transportation fuels that renewables cannot provide

13:14 - Trump to sign executive orders aimed at reviving coalHow does the steel market feel about Trump’s Tariffs?

16:09 - Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates

26:40 - Outro

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

Trump Tariffs Threaten UK Economic Stability

Trump Threatens 50% More China Tariffs, Teases Talks With Others

South Africa needs all the products and transportation fuels that renewables cannot provide

Trump to sign executive orders aimed at reviving coalHow does the steel market feel about Trump’s Tariffs?

Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

ENB Top News

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Oil & Gas Investing

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In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discuss these issues, highlighting the potential long-term impact on the oil and gas industry. The oil market has been highly volatile, with prices fluctuating between $55 and $62 per barrel, driven by President Trump's tariffs and global trade tensions. The uncertainty is fueled by concerns over a potential recession, with lowered future demand projections from OPEC and other industry forecasts. The tariffs aim to right-size trade and encourage negotiations, particularly with China, while countries like India and the EU are increasingly aligning with the U.S. as they move away from China's influence. Amidst this turmoil, oil companies must adapt to price swings, ensuring their investments are resilient.

Highlights of the Podcast 

00:00 - Intro

02:19 - Trump Tariffs Threaten UK Economic Stability

07:51 - Trump Threatens 50% More China Tariffs, Teases Talks With Others

09:57 - South Africa needs all the products and transportation fuels that renewables cannot provide

13:14 - Trump to sign executive orders aimed at reviving coalHow does the steel market feel about Trump’s Tariffs?

16:09 - Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates

26:40 - Outro

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

Trump Tariffs Threaten UK Economic Stability

Trump Threatens 50% More China Tariffs, Teases Talks With Others

South Africa needs all the products and transportation fuels that renewables cannot provide

Trump to sign executive orders aimed at reviving coalHow does the steel market feel about Trump’s Tariffs?

Oil Prices Drop to Lowest Level Since Pandemic as Trade War Accelerates

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

ENB Top News

Energy Dashboard

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Oil & Gas Investing

– Get in Contact With The Show –