Episodes

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into China’s strategic energy dominance, surging coal exports from Montana under Trump-era trade priorities, and the collapse of U.S. solar companies amid high interest rates and mismanagement. Hosts Stuart Turley and Michael Tanner spotlight the flaws in green energy narratives, the implications of data center-driven power demand, and the geopolitical risk to oil prices if Isr...

Meghan Lapp is leading the charge to save the commercial fishing industry and bringing up a national security risk. How, you might ask, are offshore wind farms a huge problem? The Empire Wind Project, a controversial offshore wind farm near New York, has raised national security and environmental concerns due to its location near JFK flight paths, potential radar interference, and disruption of vital fishing grounds. Meghan Lapp, a fisheries expert, warns that the project—partly owned by Norwa...

In this episode of the Energy News Beat Daily Standup, the host, , Stuart Turley covers five key stories impacting U.S. energy and investors: the evolving Trump-China tariff deal and its implications for rare earths and feedstocks; a 92% surge in U.S. power demand from data centers, highlighting grid and natural gas investment opportunities; the continued boom in natural gas across major basins; a new USGS assessment on untapped oil and gas reserves in the Niobrara formation; and a deep dive int...

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers key energy updates focusing on geopolitical risks influencing oil prices. He discusses the potential impact on oil markets if Israel targets Iran's nuclear or oil infrastructure, highlighting the threat of soaring prices. The cancellation of the New Jersey Offshore Wind Project is also covered, alongside concerns over tightening U.S. oil supply and its implications for summer 2025 gas prices. Additionally, Nig...

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers the collapse of U.S. solar companies amid rising interest rates, the growing risks of EV battery disposal, and OPEC’s failure to meet output promises—raising concerns for oil prices and investors. He also highlights civil unrest in Los Angeles as a potential national security threat and supports a Maryland mayor opposing offshore wind farms to protect local tourism and ecosystems. Packed with insight on energy ...

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss China's energy strategy, emphasizing how the nation profits from Western net-zero policies while maintaining a coal-heavy grid. They also touch on the resurgence of coal in the U.S., particularly in Montana, driven by President Trump's energy dominance push and coal export opportunities to Japan and South Korea. The conversation highlights the global energy landscape, including the rising d...

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner explore the massive Alaska LNG project, its role in U.S. energy security, and contrast it with California’s declining oil output. They dissect Trump’s delicate sanctions strategy with Russia, OPEC’s production hike aimed at appeasing the U.S., and why Goldman Sachs’ oil forecasts may fall short. The episode also highlights the shifting energy mix in the UK, investments in U.S. utilit...

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley overs the massive Alaska LNG project—an $80B+ energy infrastructure initiative poised to boost U.S. energy security. He contrasts this with California’s energy decline under Governor Newsom, calling it a threat to national dominance. He also unpacks banks’ bearish $60 oil forecasts, raising doubts about their reliability versus real-world demand. Finally, he explores rising insurance risks tied to EVs after a cargo sh...

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down key global energy developments, including risks to UK North Sea oil jobs from anti-fossil policies, Brazil’s expanding LNG power and clean energy mix, and Russia’s shifting LNG trade outside the U.S. dollar via the dark fleet. They warn that the growing move away from dollar-based oil trading could threaten the USD’s reserve status. The episode also highlights Texas’ $5B energy fund expa...

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers critical developments, including the stalled Russia-Ukraine peace talks and the potential impact on U.S. oil markets. He highlights the Trump administration's rollback of Biden's Alaska oil drilling restrictions, the growth in U.S. oil production driven by Permian tight oil, and Goldman Sachs' forecast on OPEC+ output hikes. Additionally, Turley discusses Venture Global's CP2 LNG mobilization and its financial ...

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down why Trump is holding back on more Russia sanctions to avoid economic fallout and political losses in the midterms. They dive into OPEC’s output hike, grid modernization, oil and gas investment opportunities, and Trump's emergency order to stop power plant closures. The hosts also debate hybrid vs. EV incentives, Tesla's self-driving tech, and EOG’s $5.6B acquisition in the Utica. It’s a ...

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down why Trump is holding back on more Russia sanctions to avoid economic fallout and political losses in the midterms. They dive into OPEC’s output hike, grid modernization, oil and gas investment opportunities, and Trump's emergency order to stop power plant closures. The hosts also debate hybrid vs. EV incentives, Tesla's self-driving tech, and EOG’s $5.6B acquisition in the Utica. It’s a ...

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley dives into California's escalating energy crisis, scrutinizing the impact of Governor Newsom's policies on both the state's economy and national security. Experts Ronald Stein and Mike Umbro outline the dangers posed by California's growing reliance on imported fuel, the closure of in-state refineries, and the increasing dependence on China for energy. They highlight the risks of Newsom's energy mandates, particularly th...

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into the oil market's outlook, focusing on Goldman Sachs' bearish predictions for oil prices, forecasting $56 per barrel by next year, despite rising global demand. The conversation touches on supply-side factors, including OPEC's market adjustments and potential geopolitical risks, and explores investment strategies in the oil and gas sector. While Goldman Sachs sees a price d...

Robert Bryce and Doug Sandridge join David Blackmon and Stu Turley to unpack what Trump’s bold executive orders mean for nuclear energy in America. From the push to quadruple nuclear capacity by 2050 to lessons from Germany’s energy policy reversal, the panel offers sharp analysis on the real potential and challenges of a nuclear resurgence. They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you...

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner expose the true costs of solar energy, citing data from Doug Sheridan that reveals solar is significantly more expensive than natural gas across Europe—except in Spain and Portugal. They highlight the added costs of transmission and infrastructure and question whether energy policy is driven by politics rather than economics. Other stories include the struggling solar market amid economic headwinds...

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down major headlines, including the Trump administration’s fast-tracking of a Utah uranium mine as part of a critical minerals push, Egypt’s surprising shift to LNG imports despite being a former exporter, and Cheniere’s latest Corpus Christi LNG expansion milestone. They dive into oil price trends, reacting to Goldman Sachs' bearish forecast of $52–$56 oil through 2026, and contrast it with ...

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner dive into Trump’s escalating energy dilemma as potential secondary sanctions on Russia could spike oil prices to $100 — a political win for Democrats but a headache for Trump. They also unpack Technip Energies’ Cyprus LNG deal, the decline of Northvolt’s battery production in Sweden, and OPEC’s strategic output boost that could squeeze U.S. shale. With oil rig and frack counts plummeting, LNG emerg...

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley discusses key topics with Steve Reese, CEO of Reese Energy Consulting, and Karr Ingham from the Texas Alliance of Energy Producers. They explore the role of Texas in the energy sector, focusing on natural gas and oil production, the state's influence on energy markets, and the challenges posed by legislation and regulation. The conversation highlights the economic significance of oil and gas in Texas, the state's approac...

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner cover significant geopolitical shifts in the global energy market, including the formation of a new trading bloc between the Middle East, India, and Pakistan, alongside Russia and the U.S. They also explore the U.S.'s energy independence challenges, particularly in battery mineral production, and the impact of China’s dominance in the global supply chain. The hosts highlight key deve...

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key global energy developments. They highlight China’s dominance in battery mineral trade, India’s rising oil imports from Russia, and Japan’s increasing LNG demand despite declining coal imports. The hosts also dive into the revival of New York’s wind project, which includes a deal for a natural gas pipeline, and the reopening of California’s offshore oil platforms after a decade. Lastly, ...

This is the first in a new series for 2025, in which we will discuss how AI impacts energy throughout the entire supply chain and on to consumers. In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley hosts experts Mark Stansberry and Jon Brewton to discuss the intersection of AI, energy, and business. Mark, a seasoned oil and gas professional, shares his excitement about the potential of AI in the industry, while Jon, the founder of Data Squared, explains how his company ...

David Ramsden-Wood stops by the Energy Impact and the Energy News Beat Podcast to talk about the Trump Middle East Tour, EOG, and his Hot Take of the Day. DRW wrote on his Substack, "EOG Goes Abroad, and So Does American Power." It is a great article that raises some huge issues in the oil and gas markets. This is a must-watch episode for anyone who wants to understand the real future of American energy and why it’s being shaped overseas. Highlights of the Podcast 00:01 – Introduction 01:21...

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key energy developments. Saudi Arabia plans to increase its summer crude burn for power generation, while QatarEnergy targets a major LNG trading expansion by 2030. Petrobras signs a $1.5B contract with Subsea 7 for the Búzios 11 project in Brazil, and Trump allows Equinor to resume work on a wind project off New York. The hosts also touch on global oil market shifts, including price change...