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 - President Trump Announces Three New Trade Deals

03:20 - Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil

06:05 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

08:10 - Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges

11:00 - Hanwha orders historic LNG carrier from US yard

13:57 - Market Updates

15:39 - Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance

16:40 - EQT Reports Second Quarter 2025 Results

19:07 - Outro

Links to articles discussed:

President Trump Announces Three New Trade Deals

Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil

Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?

Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges

Hanwha orders historic LNG carrier from US yard

Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance

EQT Reports Second Quarter 2025 Results