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Week Recap: Blackouts, $9 Gas & Shell’s Big Play!
In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner cover urgent U.S. energy grid concerns, including PJM's warning of summer blackouts due to fossil fuel plant retirements and surging demand. They critique California's refinery shutdowns, which could drive gas prices to $9, and discuss Saudi Arabia's budget strain with Brent crude below breakeven levels. The episode also examines Equinor’s potential exit from a New York wind project, Shell’s rumored acquisition of BP, Russia’s massive shipbuilding expansion, and new U.S. sanctions targeting Iran’s oil trade with China.
Highlights of the Podcast
00:00 - Intro
01:38 - U.S. Largest Grid Operator is warning of Summer Power Shortages
05:51 - Newsom’s War On Oil Could Send California Gas Prices To $9, Analyst Warns
09:44 - Saudi Arabia Spends Like Oil’s Still at $90
11:58 - Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators
14:56 - Is Shell Sizing Up Oil’s Biggest Power Grab Yet?
17:49 - Equinor could axe wind project off New York within days
21:26 - Russia readies billions for domestic fleet buildout
23:51 - Washington issues further sanctions aimed at Iran’s trade with China
25:39 - Outro
Please see the links below or articles that we discuss in the podcast.
U.S. Largest Grid Operator is warning of Summer Power Shortages
Newsom’s War On Oil Could Send California Gas Prices To $9, Analyst Warns
Saudi Arabia Spends Like Oil’s Still at $90
Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators
Is Shell Sizing Up Oil’s Biggest Power Grab Yet?
Equinor could axe wind project off New York within days
Russia readies billions for domestic fleet buildout
Washington issues further sanctions aimed at Iran’s trade with China
Follow Stuart On LinkedIn and Twitter
Follow Michael On LinkedIn and Twitter
ENB Top News
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By Michael Tanner, Stuart Turley
4.8
1111 ratings
In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner cover urgent U.S. energy grid concerns, including PJM's warning of summer blackouts due to fossil fuel plant retirements and surging demand. They critique California's refinery shutdowns, which could drive gas prices to $9, and discuss Saudi Arabia's budget strain with Brent crude below breakeven levels. The episode also examines Equinor’s potential exit from a New York wind project, Shell’s rumored acquisition of BP, Russia’s massive shipbuilding expansion, and new U.S. sanctions targeting Iran’s oil trade with China.
Highlights of the Podcast
00:00 - Intro
01:38 - U.S. Largest Grid Operator is warning of Summer Power Shortages
05:51 - Newsom’s War On Oil Could Send California Gas Prices To $9, Analyst Warns
09:44 - Saudi Arabia Spends Like Oil’s Still at $90
11:58 - Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators
14:56 - Is Shell Sizing Up Oil’s Biggest Power Grab Yet?
17:49 - Equinor could axe wind project off New York within days
21:26 - Russia readies billions for domestic fleet buildout
23:51 - Washington issues further sanctions aimed at Iran’s trade with China
25:39 - Outro
Please see the links below or articles that we discuss in the podcast.
U.S. Largest Grid Operator is warning of Summer Power Shortages
Newsom’s War On Oil Could Send California Gas Prices To $9, Analyst Warns
Saudi Arabia Spends Like Oil’s Still at $90
Texas Laws Aim To Stabilize ERCOT Grid By Leveling The Playing Field Among All Power Generators
Is Shell Sizing Up Oil’s Biggest Power Grab Yet?
Equinor could axe wind project off New York within days
Russia readies billions for domestic fleet buildout
Washington issues further sanctions aimed at Iran’s trade with China
Follow Stuart On LinkedIn and Twitter
Follow Michael On LinkedIn and Twitter
ENB Top News
Energy Dashboard
ENB Podcast
ENB Substack
ENB Trading Desk
Oil & Gas Investing
– Get in Contact With The Show –
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