In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down why China’s critical mineral export ban could actually benefit the U.S. by forcing innovation and onshoring of refining capacity. They cover China and Iran’s oil-for-infrastructure deal, David Blackman’s call for Congress to fix regulatory instability, Phil Mickelson’s surprising pro-drilling stance, and Texas driller Sable’s appeal to Trump’s team to revive a stalled California oil project. The hosts wrap up with Baytex’s $3 billion Eagle Ford sale and how Trump’s 100 percent tariffs on China are shaking oil markets.

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Timestamps:

00:00 - Intro

00:15 - The Current State of Critical Minerals in the US Market

06:59 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

09:08 - DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects

10:40 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling

13:12 - Texas Oil Driller Taps Trump’s Team to Save California Crude Project

18:18 - Market Update

19:55 - Rig Count Drops as Oil Prices in Free Fall

Frac Count Update

20:03 - Baytex Considers $3B Eagle Ford Asset Sale

26:35 - Outro

Links to articles discussed:

The Current State of Critical Minerals in the US Market

China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects

Phil Mickelson says if you want cleaner Beaches, then restart oil drilling

Texas Oil Driller Taps Trump’s Team to Save California Crude Project

Rig Count Drops as Oil Prices in Free Fall

Baytex Considers $3B Eagle Ford Asset Sale