Episodes
July 15, 2025
Why Sanctions Don't Work?
In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner tackle the failures of sanctions on Russia, California's self-inflicted energy crisis under net-zero policies, and the economic fallout from offshore wind failures. They also discuss Trump’s controversial tariff threats, Russia’s seizure of Ukraine’s lithium assets, and Saudi Aramco’s financial pressures under low oil prices. The episode wraps with market updates, oil supply dynamics, and OPEC’s production sho...
July 14, 2025
Can President Trump Take Control of California's Oil Refineries?
In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's potential to take control of California’s oil refineries to prevent a national security crisis amid closures threatening 17% of the state’s refining capacity. They explore the political fallout and the need for increased Alaskan oil production, followed by the opening of the first U.S. rare earth mine in 70 years. They also critique Europe's energy policy, including its costly shift a...
July 12, 2025
DOE Report: Blackouts Surge, Investment Opportunities in Energy - ENB Weekly Recap
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers key developments including the DOE's alarming grid reliability report, signaling potential blackouts by 2030 and highlighting opportunities for investors in coal, natural gas, and nuclear sectors. The discussion also delves into the impact of the One Big Beautiful Bill on energy policies, regulatory reforms for oil, gas, and nuclear, and the evolving market conditions. Additionally, insig...
July 11, 2025
Building Trust in AI: Data Squared’s Breakthrough for Energy & Defense
In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley speaks with Jon Brewton, CEO of Data Squared, about their groundbreaking work in AI and data management. Jon explains how their patented system eliminates AI hallucinations, making AI more trustworthy and transparent for industries like defense, energy, and engineering. They discuss the challenges of scaling AI, its applications in energy grid management, and the value of integrating various data types to optimize decisi...
July 9, 2025
DOE's Alarming Grid Report: Blackouts Could Soar 100%!
In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key developments in the energy sector. Topics include the UAE's call for more oil production to meet healthy demand, the DOE's grid reliability report warning of blackouts due to rising demand, and the U.S. breaking ground on its first rare earth mine in 70 years. Copper prices surge after President Trump's 50% tariff on imports, and Saudi Aramco eyes U.S. LNG through talks with Commonwealth LNG. The episode also highligh...
July 9, 2025
Why the World Needs Trillions to Keep Oil and Gas Flowing?
In this episode of the Energy Newsbeat Daily Standup, breaks down the global oil and gas rebound in today’s Energy Newsbeat Daily Standup. Shell, BP, and TotalEnergies are ramping up output in Nigeria and Libya, signaling a major pivot back to fossil fuels. Meanwhile, OPEC+ production promises face real limits as members struggle to meet quotas. In the U.S., drilling slows and the EIA cuts its 2025 crude output forecast. Turley warns: without trillions in new investment, the world risks a severe...
July 8, 2025
Oil Prices Up… Off Bad Tariff News!
In this episode of the Energy Newsbeat Daily Standup, Michael Tanner covers the rise in oil prices driven by negative trade tariff developments, alongside key energy updates. He highlights the growing issue of “ghost factories” — abandoned or stalled green energy projects triggered by shifting subsidy incentives under the Big Beautiful Bill. Tanner explains how nearly 10% of $261 billion in clean tech investments have been canceled mid-construction, raising doubts about the economic viability of...
July 7, 2025
SHOCKER! Low Oil Prices Effecting Business
In this episode of the Energy Newsbeat Daily Standup, Michael Tanner discusses key topics in the energy sector, including OPEC+'s decision to increase oil production quotas, the implications of the One Big Beautiful Bill (OBBBA) for energy policy, and insights from the Dallas Fed Energy Survey. The episode highlights concerns about low global oil inventories, the potential for a new era in U.S. energy dominance, and regulatory changes affecting oil, gas, and nuclear industries. Additionally, Tan...
July 5, 2025
Big Beautiful Bill & California’s National Security: Key Headlines - ENB Weekly Recap
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss the potential impacts of the "Big Beautiful Bill," including its effects on clean energy tax credits, California’s energy crisis, and national security risks. They also cover the implications of California's refinery closures, the weakening of U.S. renewable energy policies, and the global response, including the rise in European green energy stocks. Tune in as they dive into the latest ...
July 4, 2025
Turning Stranded Gas Into Bitcoin & Data Center Power
In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley talks with Mark Lancaster about solving the stranded gas challenge by turning wasted natural gas into energy for Bitcoin mining and data centers. Lancaster explains how his company provides fast, scalable natural gas generators, which cut project timelines and reduce emissions. They discuss the impact of Biden-era policies, grid backup requirements for data centers, and how Bitcoin miners help oil producers monetize gas...
July 3, 2025
The Big Beautiful Bill Reveals Inflation Act Foreign Spending
In this episode of the Energy News Beat Daily Standup, Stuart Turley covers the fallout from Trump’s Big Beautiful Bill, which exposes how the Inflation Reduction Act funneled money overseas, boosting European green energy stocks. He also highlights Iraq’s energy crisis as Iran slashes gas exports, Syria’s quiet oil restart amid global power plays, insights from the Dallas Fed Energy Survey showing steady oil price expectations, and the tariff war’s surprising outcome—U.S. revenue surges, inflat...
July 2, 2025
Wind and Solar LOVE The Big Beautiful Bill
In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley break down why California's energy policies—closing refineries, importing Russian and Iraqi oil, and boosting prices—pose a national security risk while ironically funding the Russia-Ukraine war. They also unpack the "One Big Beautiful Bill" narrowly passed by the Senate, calling it a mixed bag that guts renewable incentives but offers fossil fuel benefits and some tax reforms. They close by warning of loomin...
July 1, 2025
The Big Beautiful Bill Puts A Stop To The Green New Deal
In this episode of the Energy News Beat Daily Standup, Stuart Turley breaks down how Trump’s $1.2 trillion “Big Beautiful Bill” guts clean energy incentives, slashing EV tax credits and accelerating wind and solar phaseouts. Meanwhile, AI-driven data centers are fueling a $212 billion utility investment boom, but equipment shortages loom. Big Oil eyes a $1.2 trillion CCUS surge, though boards may resist as Trump moves to reclassify CO2. Spain’s grid blackout sparks record spending, yet stability...
June 30, 2025
Will The Big Beautiful Bill Be a Corpse or a Bride?!
In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discuss major developments impacting energy markets, notably Trump's "Big Beautiful Bill," potentially ending the Green New Deal by eliminating renewable energy subsidies. They highlight how green policies drive the UK's auto industry decline, manufactured gas and diesel crises in California under Newsom's leadership, and China's economic struggles exposed by tariffs. Germany continues resisting Nord Stream r...
June 28, 2025
Why Oil Prices Are Exactly Where They Should Be - ENB Weekly Recap
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers critical developments impacting global oil markets. Iran's missile strike on a U.S. base, its potential response to the U.S.'s military actions, and the threat of closing the Strait of Hormuz remain key issues. Despite fears, oil prices have remained stable as the market absorbs these geopolitical tensions. Additionally, the shift in bank investments towards fossil fuels, coupled with the...
June 27, 2025
Energy in Crisis: How Geopolitics is Shaping the Commodities Market
In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley and Wasif Latif discuss the impact of geopolitical tensions, particularly the escalation in the Middle East, on the commodities market. They explore the potential effects of supply disruptions, such as a shutdown of the Strait of Hormuz, on oil and natural gas prices, while emphasizing the growing importance of energy in global economics. Latif highlights the ongoing commodity supercycle, driven by underinvestment and r...
June 26, 2025
BP Spurned at the Altar
In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley cover key topics, including Alberta's $5 million investment in the world's first direct air carbon capture center, the turmoil in China's EV market, and New York's power grid stabilizing despite renewable energy challenges. They also discuss the decline in U.S. crude oil inventories, which hit an 11-year low, and the latest news on the potential Shell-BP merger, with Shell denying the acquisition rumors. The ...
June 25, 2025
Buy The Rumor, Sell The News
In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discuss key developments in global energy markets. Trump’s shift allows China to purchase Iranian oil, signaling a significant pivot in U.S. policy. China has strategically stored vast amounts of oil, preparing for potential Middle East disruptions. Meanwhile, the Texas legislature made strides in addressing grid reliability but didn’t fully resolve the issue. The show highlights geopolitical tensions, oil pr...
June 24, 2025
Iran's Retaliatory Strike: Is De-Escalation the Key?
In this episode of the Energy News Beat Daily Standup, Stuart Turley discusses several key energy stories: Iran's retaliatory missile strike on a U.S. airbase in Qatar, which led to a surprising drop in oil prices, signaling a de-escalation move; Israel's shutdown of the Leviathan natural gas field amid tensions with Iran, impacting regional markets like Egypt's fertilizer industry; Shell's achievement of its first LNG shipment from Canada; and Hyundai's partnership with ECO to build LNG-powered...
June 23, 2025
How Iran's Response To This Latest Round Of Attacks Will Affect Oil Prices
In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley discussed escalating geopolitical tensions, particularly the impact of Iran's response to recent U.S. military strikes on its nuclear facilities. They explored the potential consequences for global oil markets, including the strategic importance of the Strait of Hormuz, which accounts for 20% of the world's oil flow. They also covered a shift by major banks back toward fossil fuel investments, Texas' new SB6 ...
June 21, 2025
Will Oil Be $100? - ENB Weekly Recap
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, hosts Stuart Turley and Michael Tanner discuss escalating tensions between Israel and Iran, as Israel targets Iran's South Pars gas field, causing significant casualties and disrupting LNG exports. Oil prices show volatility, falling below $70 after an initial spike, underscoring the uncertainty of geopolitical risks. Meanwhile, hybrid car sales rise as EV growth slows, with experts predicting hybrids could outlast EVs. The U.S...
June 19, 2025
Wind And Solar Are BACK?!
In this episode of the Energy News Beat Daily Standup, Michael Tanner discusses the latest developments, including the Senate's decision to soften wind and solar subsidies in the IRA, a coalition of states opposing offshore oil and gas drilling, and the ongoing Iran-Israel conflict’s potential impact on global oil markets. He also covers the latest financial updates, including a significant crude oil draw and the Federal Reserve’s decision to maintain interest rates. Tanner wraps up with insight...
June 18, 2025
Strait of Hormuz on Fire: Will China Move on Taiwan Next?
In this episode of the Energy News Beat Daily Standup, host Stuart Turley covers the fires engulfing three oil tankers near the Strait of Hormuz—a major threat to global energy security. He links the crisis to China’s potential move on Taiwan, as Taiwan’s energy imports depend heavily on this chokepoint. With China as Iran’s top oil buyer, rising tensions could escalate fast. Turley also highlights U.S. efforts to break China’s rare earth monopoly, driven by Trump-era policies. A must-watch for ...
June 17, 2025
Oil AGAIN Bulls Die On The Vine
In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down a fast-moving energy landscape: Iran signals willingness to negotiate a nuclear deal as tensions with Israel escalate, while cargo traffic slightly dips at the Strait of Hormuz—a key oil chokepoint. Despite Middle East unrest, Rystad predicts oil prices will stay under $80. The hosts also critique the financial reality of "renewable energy" and highlight TotalEnergies' expansion into Mal...