In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turle and Michael Tanner break down why “location, location, location” is driving the resilience—and risks—of U.S. drilling programs as break...

Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast00:00 – Opening & Guest Introductions02:32 – AI Boom vs. Power Shortage07:18 – AI Hype vs. Energy Reality11:42 – Nuclear Reality Check16:03 – Coal’s Comeback18:02 – Natural Gas Outlook21:15 – Pipeline Bottlenecks & Permitting Trouble24:33 – Chevron Entering Data Center Power25:19 – Pipeline Twinning Not As Easy As It Sounds28:08 – Geopolitics Ignored by the Market33:24 – Demand: Stronger Than Narratives Suggest37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory49:52 – Commodities Rotation & Energy Lag55:11 – Propaganda & the Climate Narrative01:01:21 – Pendulum Swings & Hope for Middle Ground01:02:50 – Utility Mismanagement & Decentralization01:05:04 – Will Democrats Blame Republicans for High Power Prices?01:06:10 – Government Control, Incentives & Rate Failures01:09:59 – Tracy on Fox Business: Uranium Bottleneck01:22:35 – Closing Thoughts & Market Outlook

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Dr. Lars Schernikau, author of The Unpopular Truth About Electricity and the Future of Energy, to unpack why reliability and affordability must lead energy policy. They dive into the real costs of large-scale wind and solar—intermittency, low energy density, short lifetimes, grid stability (AC vs. DC/inertia), and hidden disposal/subsidy issues—contrast ERCOT nameplate vs. actual load, and spotlight energy poverty from Pakistan to Africa. Schernikau argues that “energy security starts at home,” calling for honest accounting and smarter investment in modern thermal, nuclear (incl. SMRs), geothermal, and long-horizon fusion—while noting AI/data centers make power resilience more critical than ever. Along the way: Bill Gates’ recent climate-risk comments, COP priorities, NJ Ayuk and Chris Wright’s energy-access push, and why financing institutions are beginning to rethink greenwashed narratives. Learn more at unpopular-truth.com.Dr. Schernikau, Thank You for your wonderful leadership in the world of Energy markets, and I look forward to more discussions. - Stu Highlights of the Podcast 00:00 - Intro01:27 – Net Zero and Bill Gates’ Shift02:01 – Why Energy Reliability Matters03:13 – Ending Energy Poverty03:58 – Energy Efficiency Through History05:57 – Book Mention: Unpopular Truth06:12 – COP and Climate Priorities07:08 – Reliability Before Affordability09:04 – ERCOT Grid Costs & Overbuild10:39 – The 3 Problems: Intermittency, Density, Lifetime14:36 – Solar Durability Issues15:30 – Overbuilding and Storage Costs17:24 – Subsidies & Disposal Costs18:49 – Recycling and Greenwashing19:43 – Grid Stability: AC vs. DC23:16 – Energy Security Risks24:25 – Complex Grids & Vulnerability26:50 – Africa’s Energy Development27:55 – Global Fuel Dependence32:26 – Politics, IEA, and Funding33:42 – Real Cost of Wind & Solar35:39 – Geothermal Laser Breakthrough36:10 – Future of Energy: Nuclear to Fusion38:38 – Germany’s Nuclear Irony39:11 – European Politics & Hope40:10 – Financing & Greenwashing Shift42:33 – Wrap Up & Final ThoughtsFull transcript on https://theenergynewsbeat.substack.com/ (https://theenergynewsbeat.substack.com/)

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break break down Gavin Newsom’s COP30 grandstanding, Trump’s coal revival predictions, and why China dominates clean-energy manufacturing while still running on coal and oil. They unpack billions pouring into U.S. nuclear projects—and why real returns are still a decade away—before diving into Chevron’s first West Texas data-center power project and Liberty Energy’s early lead in the space. The duo closes with the IEA’s updated outlook showing oil and gas demand rising through 2050, shaky OPEC signals pushing prices down, and Baytex’s surprising Eagle Ford exit. A fast, fiery roundup of energy reality, markets, and industry moves.Subscribe to Our Substack For Daily Insights (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Need Power For Your Data Center, Hospital, or Business? (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) andTwitter: https://twitter.com/STUARTTURLEY16 (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) andTwitter: https://twitter.com/mtanner_1 (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Timestamps: 00:00 - Intro00:17 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?03:26 - Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan05:58 - Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?07:54 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model10:36 - Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil’s not quite Dead Yet”15:02 - Markets Update16:39 - Baytex to Divest of U.S. Eagle Ford Assets to Advance Higher-Return Canadian Core Portfolio18:57 - Outro Links to articles discussed:COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line? (https://energynewsbeat.co/cops-from-the-un-have-failed-and-it-is-time-for-a-real-dose-of-climate-realism-what-will-gavin-newsom-do-now-for-a-speech-punch-line/)Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan (https://energynewsbeat.co/trump-predicted-the-return-of-coal-but-not-to-its-glory-days-in-the-u-s-doug-sheridan/)Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized? (https://energynewsbeat.co/billions-are-flowing-into-the-us-nuclear-sector-but-how-long-until-returns-are-realized/)Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model (https://energynewsbeat.co/chevron-rolls-into-west-texas-for-first-data-center-power-project-following-liberty-energys-business-model/)Oil and Gas Demand Could Grow Until 2050,

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down why U.S. drilling success still comes down to “location, location, location.” They analyze breakeven costs across major basins, rising LNG demand and natural gas prices, and the growing acceptance of natural gas as a “clean” fuel. The hosts discuss Pine Gate Renewables’ bankruptcy, Orsted’s mounting losses, and the ripple effects of inflation on ConocoPhillips’ Willow project. They wrap with insights on rig counts, production strategies, and why smart investors are turning back to oil and gas for real returns.Subscribe to Our Substack For Daily Insights (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Need Power For Your Data Center, Hospital, or Business? (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) andTwitter: https://twitter.com/STUARTTURLEY16 (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) andTwitter: https://twitter.com/mtanner_1 (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Timestamps: Highlights of the Podcast 00:00 - Intro00:14 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:57 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:51 - UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions10:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio15:53 - Market Updates17:12 - Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?20:22 - ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?24:30 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the Location (https://energynewsbeat.co/u-s-drilling-programs-are-resilient-but-it-depends-on-the-location/)U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers (https://energynewsbeat.co/u-s-natural-gas-futures-up-on-record-lng-export-demand-and-low-storage-numbers/)UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions (https://energynewsbeat.co/uk-japan-germany-and-other-countries-sign-declaration-to-support-a-global-market-for-natural-gas-with-lower-methane-emissions/)Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio (https://energynewsbeat.co/pine-gate-renewables-files-for-bankruptcy-selling-solar-business-and-project-portfolio/)Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers? (https://energynewsbeat.co/rig-counts-in-the-united-states-are-up-but-what-does-this-mean-for-investors-and-consumers/)ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For? (https://energynewsbeat.co/conocophillips-lifts-dividend-8-and-raises-2025-output-what-should-investors-look-for/)

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner unpack Bill Gates’ shocking statement that climate change is not humanity’s biggest existential threat — and explor...

In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley sits down with Lt. Colonel Alea Nadeem, an Air Force veteran and Republican candidate for Ohio’s 9th District. They discuss her mission to unseat longtime Democrat Marcy Kaptur, her stance on energy independence, nuclear power, and realistic green policy, and her fight for America-first values and election integrity. Nadeem shares her powerful personal story of survival, service, and gratitude for America, her vision for reviving manufacturing and union jobs in Ohio, and her belief in pragmatic, results-driven leadership that bridges divides and restores faith in government.Please check out Lt. Colonel Nadeem's website: https://aleaforcongress.com/ (https://aleaforcongress.com/)Follow Lt Colonel Nadeem on X: https://x.com/AleaforOH (https://x.com/AleaforOH)Thank you, Alea, for your past and future service, and for stopping by the podcast! I had fun, and good luck—we need people dedicated to America, and Americans First! 00:00 – Intro00:37 – The Challenge Ahead01:05 – Wealth in Congress01:27 – Military Roots02:03 – Funding the Campaign03:03 – Election Integrity in Ohio04:09 – Seeking Trump’s Endorsement04:55 – Her Story: Kidnapped to Iraq and Rescued by America06:22 – Energy Policy & Common Sense07:36 – The Three Horsemen of Energy Dominance08:25 – Realistic Energy Independence09:25 – Campaign Challenges & Fundraising Realities10:19 – Supporting Bitcoin and Future Industries11:15 – Handling Congress “Knuckleheads”13:10 – Policy Reform & Pragmatism13:28 – DEI, Readiness & Military Focus14:23 – America First & Dual Citizenship Concerns15:48 – Influence & Foreign Interests in Congress17:19 – Generational Shift in the GOP18:05 – Nuclear Energy & Fetterman’s Shift19:26 – Net Zero Myth & Energy Reality20:34 – Oil Saved the Whales — Twice22:24 – The Appeal of Honest Podcasts23:58 – Ohio’s Manufacturing Heartbeat25:17 – Unions, Jobs, and Shifting Loyalties27:22 – Changing the Conversation with Unions28:34 – Reaching Across the Aisle30:06 – U.S.–India–Russia Diplomacy & Sanctions32:02 – Air Force Precision & Operation Midnight Hammer33:13 – Final Message & Call to ActionFull transcript on the Energy News Beat Substack. https://theenergynewsbeat.substack.com/ (https://theenergynewsbeat.substack.com/)

In this episode of Energy NewsBeat Daily Stand-Up, Stuart Turley breaks down Germany’s wind collapse, Ørsted’s $262M loss, and COP30’s credibility crisis after Bill Gates’ climate remark. He spotlights David Blackmon’s report on $1B in wind-turbine repairs, Wood Mackenzie’s forecast of rising oil demand through 2032, and Russia’s Lukoil asset sale to evade sanctions. Turley drives home one message — energy security needs realism, not ideology.Subscribe to Our Substack For Daily Insights (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Need Power For Your Data Center, Hospital, or Business? (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) andTwitter: https://twitter.com/STUARTTURLEY16 (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) andTwitter: https://twitter.com/mtanner_1 (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Timestamps: Highlights of the Podcast 00:00 - Intro00:22 Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October03:29 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?06:55 - What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat?12:31 - Wind Power’s Crumbling Facade: $1 Billion in Blade Fixes Can’t Mask the Rot – David Blackmon15:07 - Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 203217:27 - If Approved: Russia Sells Lukoil’s Assets to Avoid Sanctions19:51 - Outro Links to articles discussed:Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October (https://energynewsbeat.co/wind-not-blowing-in-germany-as-wind-output-hits-yearly-low-after-record-october/)Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React? (https://energynewsbeat.co/orsted-racks-up-a-massive-262-million-q3-loss-facing-head-winds-as-offshore-challenges-roll-in-how-will-investors-react/)What Can COP30 Accomplish in the Wake of Bill Gates’ Admission That Climate Change Is Not an Existential Threat? (https://energynewsbeat.co/what-can-cop30-accomplish-in-the-wake-of-bill-gates-admission-that-climate-change-is-not-an-existential-threat/)Wind Power’s Crumbling Facade: $1 Billion in Blade Fixes Can’t Mask the Rot – David Blackmon (https://energynewsbeat.co/wind-powers-crumbling-facade-1-billion-in-blade-fixes-cant-mask-the-rot-david-blackmon/)Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032 (https://energynewsbeat.co/oil-is-not-done-yet-wood-mackenzie-report-says-oil-demand-increasing-to-at-least-2032/)If Approved: Russia Sells Lukoil’s Assets to Avoid Sanctions (https://energynewsbeat.co/if-approved-russia-sells-lukoils-assets-to-avoid-sanctions/)

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley dive into Bill Gates’ surprising pivot on climate change, questioning his motives and the massive economic fallout from his past advocacy. They highlight Charles Payne’s sharp commentary, emerging cybersecurity threats from Chinese EVs, Illinois’ questionable battery storage bill, and Exxon's bold legal challenge against California’s climate laws. Also covered: Exxon’s Permian JV buyout, rig count drops, natural gas spikes, Venezuela tensions, OPEC+ production moves, and the strategic importance of Exxon’s Guyana asset. A fast-paced, hard-hitting roundup of energy news and political implications.Subscribe to Our Substack For Daily Insights (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Need Power For Your Data Center, Hospital, or Business? (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) andTwitter: https://twitter.com/STUARTTURLEY16 (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) andTwitter: https://twitter.com/mtanner_1 (https://publish.blubrry.com/s-1457551/episodes/e-149569834/edit/%5C) Timestamps: 00:00 - Intro00:13 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?04:30 - Emerging Cybersecurity Threats: Chinese Manufacturers’ Control Over Electric Buses, Power Grids, and Phones06:08 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen09:45 - Exxon Buys Out Legacy Sinochem JV, Expands in Midland Basin12:17 - ExxonMobil Sues California Over Climate Reporting Laws17:10 Market Updates20:10 - OPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook22:05 - Chevron Reports Third Quarter 2025 Results23:27 - Outro Links to articles discussed:Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets? (https://theenergynewsbeat.substack.com/p/now-that-bill-gates-has-said-that)Emerging Cybersecurity Threats: Chinese Manufacturers’ Control Over Electric Buses, Power Grids, and Phones (https://energynewsbeat.co/emerging-cybersecurity-threats-chinese-manufacturers-control-over-electric-buses-power-grids-and-phones/)Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen (https://energynewsbeat.co/illinois-gov-pritzker-to-approve-bill-calling-for-3-gw-of-battery-storage-by-2030-but-how-much-will-they-lower-electricity-prices-remains-to-be-seen/)Exxon Buys Out Legacy Sinochem JV, Expands in Midland Basin (https://energynewsbeat.co/exxon-buys-out-legacy-sinochem-jv-expands-in-midland-basin/)ExxonMobil Sues California Over Climate Reporting Laws (https://energynewsbeat.co/exxonmobil-sues-california-over-climate-reporting-laws/)

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley hosts Steve Reese (Reese Energy Consulting) and Matthew Hill (fire suppression expert) for a powerful conversation on the future of energy, natural gas demand, AI data center growth, and energy infrastructure. They unpack the collision course between LNG exports and power-hungry data centers, highlight the coming turbine shortage, and explore mobile microgrid and modular refinery innovations. Topics span from CNG applications, geothermal crossover, and battery fire risks, to U.S. refining bottlenecks, regulatory barriers, and California’s energy policies as a national security threat. The episode is a dynamic mix of industry insight, policy critique, and forward-looking solutions—driven by a call for energy dominance, regulatory reform, and American innovation.You will want to connect with Steve Reese on LinkedIn: https://www.linkedin.com/in/steve-reese-185a86/ (https://www.linkedin.com/in/steve-reese-185a86/)And Matthew Hill is a must-connect for safety: https://www.linkedin.com/in/matthewhillknightfirespecialists4055682742/ (https://www.linkedin.com/in/matthewhillknightfirespecialists4055682742/)Check out Reese Energy Consulting at https://reeseenergyconsulting.com/ (https://reeseenergyconsulting.com/)Highlights of the Podcast 00:00 – Intro00:00 – Intro & Guests01:03 – Gas Demand: LNG vs. Data Centers01:53 – Turbine Shortage & Microgrids02:43 – Big Tech’s Unreal Gas Expectations04:05 – Mobile Data Centers on Well Pads05:16 – Frac Firms Becoming Tech Giants06:41 – ROI of AI Infrastructure08:20 – CNG & Mobile Midstream09:42 – Gen Z & ESG Pressure10:17 – Failed Solar & Gas Reality10:52 – SMRs & Powering AI Boom12:20 – Flynn, California, & Business Exodus15:09 – Regulation Creep & Safety18:16 – Pipeline Delays & Bottlenecks20:32 – Illegals & Hydrocarbon Transport Risks21:30 – CA Imports Dirty Oil While Shutting Local Supply23:21 – U.S. Refinery Gap24:57 – NIMBYs & NatSec Risk26:03 – Gas Price Outlook27:40 – Geothermal’s Momentum29:55 – New Modular Refineries31:38 – Operator vs. Political Disconnect33:02 – Reese’s AI & LNG Training33:45 – CNG/LNG Use on Pads34:52 – Battery Fire Safety & BESS36:47 – Mobile Power Best Practices38:34 – Lithium Battery Threats39:02 – Wrap-Up & OutroFull Transcript at https://theenergynewsbeat.substack.com/ (https://theenergynewsbeat.substack.com/)

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down a whirlwind of critical updates—from Secretary Chris Wright’s aggressive timeline on rare earth mineral development to the real story behind ANWR lease openings and the mounting capital challenges in Alaska’s frozen frontier. They dive into sanctions, Venezuela’s geopolitics, and the myth of energy “transition” vs the reality of energy addition. Plus, insights on TotalEnergies' Anadarko gas deal, Equinor’s earnings miss, and why utilities and fossil fuels are still where the real returns lie. Buckle up for the smartest 20 minutes in energy.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (https://www.linkedin.com/in/stuturley/) andTwitter: https://twitter.com/STUARTTURLEY16 (https://twitter.com/STUARTTURLEY16)Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (https://www.linkedin.com/in/michaelta...) andTwitter: https://twitter.com/mtanner_1 (https://twitter.com/mtanner_1)Timestamps:00:00 - Intro00:17 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?03:36 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?08:10 - New Oil Sanctions Will Not Stop Russia’s War Machine14:08 - We Are in an Energy Addition, Not Transition20:08 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets22:07 - Lower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates24:23 - OutroLinks to articles discussed:Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?New Oil Sanctions Will Not Stop Russia’s War MachineWe Are in an Energy Addition, Not TransitionTotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin AssetsLower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley, host, welcomes Joe Raia, Chief Commercial Officer at Abaxx Exchange, to discuss how Abaxx is revolutionizing global commodity futures trading. From physically deliverable LNG and critical mineral contracts to pioneering gold vaulting in Singapore, Raia outlines how Abaxx is bringing much-needed innovation, transparency, and risk management to underserved markets. They also dive into shifting global trade blocs, the need for dollar-based lithium pricing, and how new technology and infrastructure investment are reshaping the future of energy and commodity finance.I thoroughly enjoyed my visit with Joe, and discovering what Abaxx Commodities Exchange can do for national security and global market trade is huge. I look forward to more interviews with Joe, and I would like to have him join a panel discussion with Doomberg in the future to cover global financial markets. Joe, thank you for your time, leadership, and for stopping by the podcast, Stu Check out Abaxx Exchange here: https://abaxx.exchange/ (https://abaxx.exchange/)Connect with Joe Raia on LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/ (https://www.linkedin.com/in/joe-raia-4982a417/)Highlights of the Podcast 00:00 – Intro00:50 – What is Abaxx?01:41 – The LNG Market Problem03:50 – Abaxx’s Physically Deliverable Contracts05:06 – Missed Risk Tools in Europe06:00 – Clearinghouse & Regulation07:05 – Critical Minerals Contracts08:32 – The Role of Tariffs & Re-Shoring10:03 – Surviving Regulation11:40 – Gold Futures Breakthrough in Asia12:59 – The Rise of New Trading Blocs14:54 – Impact of EU’s Energy Policy16:04 – The “Three Horsemen” of Energy17:04 – LNG Margins & Export Growth18:13 – Molecule Demand & Natural Gas18:49 – LNG to Electricity Opportunities19:17 – US LNG Momentum Continues19:22 – What’s Coming in Q1 2026?20:42 – How to Connect with Abaxx21:04 – Wrap-up & Final ThoughtsFull Transcript: https://theenergynewsbeat.substack.com/ (https://theenergynewsbeat.substack.com/)or https://energynewsbeat.co/ (https://energynewsbeat.co/)

In this episode of Energy Newsbeat Daily Standup, Stuart Turley breaks down why we’re living through an energy addition, not a transition—as global demand for oil, gas, and coal continues to climb despite record renewable spending. He dives into Texas ERCOT’s massive overbuild of nameplate capacity, BP’s $25 billion Iraq investment as a geopolitical lifeline, Iraq’s new LNG import deal, and major oil producers ramping output despite OPEC’s challenges. Plus, updates on TotalEnergies’ U.S. gas expansion and Equinor’s Q3 profit drop, highlighting how “green transition” strategies have failed and traditional energy remains the cornerstone for investors. Subscribe to Our Substack For Daily Insights (%5C) Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey (%5C) Need Power For Your Data Center, Hospital, or Business? (%5C) Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (%5C) andTwitter: https://twitter.com/STUARTTURLEY16 (%5C) Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (%5C) andTwitter: https://twitter.com/mtanner_1 (%5C) Timestamps: 00:00 - Intro00:08 - We Are in an Energy Addition, Not Transition06:21 - BP’s New $25 Billion Investment in Iraq’s Kirkuk Fields Is Far More Than an Oil Project—It’s a Geopolitical Pivot07:59 - Iraq Secures First Floating LNG Import Platform Deal with U.S. Firm08:50 - Oil Giants Join OPEC in Boosting Production with Earnings Confirmations This Week12:28 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets14:41 - Lower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates17:03 - Outro Links to articles discussed: We Are in an Energy Addition, Not TransitionBP’s New $25 Billion Investment in Iraq’s Kirkuk Fields Is Far More Than an Oil Project—It’s a Geop… (%5C)Iraq Secures First Floating LNG Import Platform Deal with U.S. FirmOil Giants Join OPEC in Boosting Production with Earnings Confirmations This WeekTotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin AssetsLower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates

Doomberg (https://open.substack.com/users/35017257-doomberg?utm_source=mentions) stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon (https://open.substack.com/users/32584507-david-blackmon?utm_source=mentions) . Doomberg lays out the massive topic of trade wars with China and the global impact on the financial markets. What are investors and consumers thinking?In this engaging discussion, they explore China’s dominance in rare earth minerals, the U.S. response to growing supply chain risks, and how geopolitical tensions are reshaping global trade alliances. From the future of energy independence to the economic fallout of the Russia-Ukraine conflict, Doomberg brings sharp analysis and thought-provoking insights on the shifting balance of power across nations.I absolutely love my time with Doomberg, but it was extremely cool when he recognized Dave’s name as we flashed his comment live on the screen. Doomberg appreciated Dave’s subscription, and this was just cool.We will see an end to the Russian war soon, and we need to keep the war mongers out of the decision-making positions.Doomberg is a national treasure.Highlights of the Podcast00:01 – Introduction01:43 – China’s Rare Earth Monopoly and Trade War Signals07:17 – U.S. Response and Administrative Inaction10:40 – Reactions to Global Trade Developments14:17 – U.S. Efforts to Break Rare Earth Dependence15:53 – U.S. Manhattan Project for Supply Chains20:13 – Regulatory Hurdles and Mining Challenges22:40 – Global Bifurcation and Emerging Trade Blocks25:24 – Russia, Ukraine, and the Changing Global Order34:13 – Media Narratives and Propaganda38:31 – Drone Warfare and Shifting Military Power42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry46:08 – Europe’s Energy Crisis and Deindustrialization53:17 – Alaska, Energy Development, and Infrastructure Delays55:05 – Closing Thoughts and New Project PlugAgain, we highly recommend subscribing to David Blackmon’s Substack at blackmon.substack.com (https://blackmon.substack.com/), the Energy News Beat Substack, and Doomberg (https://open.substack.com/users/35017257-doomberg?utm_source=mentions)!

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley break down Secretary Chris Wright’s ambitious two-year plan to ramp up U.S. critical and rare earth mineral production, highlighting its geopolitical stakes amid U.S.–China trade talks. They discuss America’s push to diversify energy sources—linking rare earths, clean coal, and modular nuclear to data center growth—before pivoting to rising power stock valuations from the AI boom, global bifurcation driven by net-zero policies, ANWR lease openings, and the failure of new Russia sanctions to curb oil flows. The hosts close with market reactions to Matador Resources’ earnings and optimism for the global energy landscape.Subscribe to Our Substack For Daily Insights (https://theenergynewsbeat.substack.com/) Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey (https://energynewsbeat.co/invest/) Need Power For Your Data Center, Hospital, or Business? (https://energynewsbeat.co/turning-black-gold-green/) Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (https://www.linkedin.com/in/stuturley/) andTwitter: https://twitter.com/STUARTTURLEY16 (https://twitter.com/STUARTTURLEY16) Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (https://www.linkedin.com/in/michaelta...) andTwitter: https://twitter.com/mtanner_1 (https://twitter.com/mtanner_1) Timestamps: 00:00 - Intro00:16 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?03:56 - AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have Questions07:46 - Greenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading Blocs11:10 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?15:49 - New Oil Sanctions Will Not Stop Russia’s War Machine21:54 - Markets Update24:12 - Rig Count Update24:14 - Frac Count Update24:30 - Matador Resources Company Reports Third Quarter 2025 Results, Increases Full-year 2025 Guidance and Provides 2026 Outlook30:02 - Outro Links to articles discussed: Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline? (https://energynewsbeat.co/secretary-chris-wright-has-a-plan-for-rare-earth-and-critical-minerals-what-is-the-timeline/)AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have Questions (https://energynewsbeat.co/ai-fueled-rally-shows-weakness-as-power-stocks-stumble-and-investors-have-questions/)Greenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading Blocs (https://energynewsbeat.co/greenpeace-and-the-net-zero-followers-are-wrong-the-world-is-bifurcating-into-new-trading-blocs/)Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop? (https://energynewsbeat.co/now-that-the-alaska-anwr-is-open-for-lease-sales-who-will-develop/)New Oil Sanctions Will Not Stop Russia’s War Machine (https://energynewsbeat.co/new-oil-sanctions-will-not-stop-russias-war-machine/)

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by co-host Kimberly Page and Kirk Edwards, President of Latigo Petroleum, to discuss the evolving energy landscape in the Permian Basin. They cover the shift toward natural gas, AI-driven data center demand, LNG exports, pipeline development, and the impact of U.S. strategic reserves and global geopolitics on oil and gas prices. The conversation highlights opportunities for natural gas producers, challenges in oil markets, and the critical role of reliable energy infrastructure, including small modular reactors and backup turbines for data centers.Connect with Kirk Edwards on LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/ (https://www.linkedin.com/in/kirk-edwards-99757412a/)Connect with Kimberly Page here: https://www.linkedin.com/in/kimberly-page/ (https://www.linkedin.com/in/kimberly-page/)Check out Reese Energy Consulting here: https://reeseenergyconsulting.com/ (https://reeseenergyconsulting.com/)Highlights of the Podcast 00:00 – Intro: Stu, Kimberly & Kirk kick off the show 00:25 – Message to Washington: “Get out of the way” 01:22 – Permian layoffs & drilling slowdown 02:45 – AI boom & natural gas demand 04:02 – Permian gas pricing & flaring issues 04:45 – SPR depletion & U.S. energy security 06:18 – OPEC+, tariffs & global oil volatility 08:41 – California’s oil hypocrisy & imports 10:32 – Oil price outlook & Saudi control 11:22 – Rising gas demand & LNG export growth 12:13 – Data centers, turbine shortages & power needs 13:54 – Nuclear energy potential & SMR progress 15:15 – Natural gas optimism & Anadarko revival 16:43 – Rig count drop & workforce impact 17:39 – Closing thoughts: “Drill baby drill”Full Transcript: https://theenergynewsbeat.substack.com/ (https://theenergynewsbeat.substack.com/)or https://energynewsbeat.co/ (https://energynewsbeat.co/)https://energynewsbeat.co/investinoil/ (https://energynewsbeat.co/investinoil/)

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discussed Governor Gavin Newsom’s controversial new bill allowing California utility companies—such as Southern California Edison—to tap into the state’s $21 billion Wildfire Fund, half of which is funded by taxpayers. The legislation permits utilities to use the fund to cover wildfire-related expenses and even fines from their own negligence. Turley blasted the move as a “corruption-laden bailout,” arguing it protects utilities at the expense of taxpayers, while comparing it to California’s manipulation of federal health funds. Both hosts warned that under Newsom’s leadership, California has become a growing national security risk. Subscribe to Our Substack For Daily Insights (https://theenergynewsbeat.substack.com/) Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey (https://energynewsbeat.co/invest/) Need Power For Your Data Center, Hospital, or Business? (https://energynewsbeat.co/turning-black-gold-green/) Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (https://www.linkedin.com/in/stuturley/) andTwitter: https://twitter.com/STUARTTURLEY16 (https://twitter.com/STUARTTURLEY16) Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (https://www.linkedin.com/in/michaelta...) andTwitter: https://twitter.com/mtanner_1 (https://twitter.com/mtanner_1) Timestamps: 00:00 - Intro00:17 - Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story?07:51 - Wind Turbines are Made by Coal and Are Not Sustainable12:26 - Europe is the Biggest Loser in US-China Rare Earth Wars18:38 - EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats20:43 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region24:31 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund26:40 - Outro Links to articles discussed:Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? (https://energynewsbeat.co/citi-says-russia-ukraine-de-escalation-could-impact-oil-to-50-and-oils-surplus-is-here-but-whats-the-real-story/)Wind Turbines are Made by Coal and Are Not Sustainable (Wind%20Turbines%20are%20Made%20by%20Coal%20and%20Are%20Not%20Sustainable)Europe is the Biggest Loser in US-China Rare Earth Wars (https://energynewsbeat.co/europe-is-the-biggest-loser-in-us-china-rare-earth-wars/)EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats (https://energynewsbeat.co/eus-climate-rules-have-caused-a-response-from-the-us-and-qatar-issuing-trade-threats/)The Permian Basin Reliability Plan will cost every customer in the ERCOT region. (https://energynewsbeat.co/the-permian-basin-reliability-plan-will-cost-every-customer-in-the-ercot-region/)Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund (https://energynewsbeat.co/gavin-newsom-signs-bill-allowing-california-utility-companies-to-draw-funding-from-state-wildfire-fund/)

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Wasif Latif, President of Sarmaya Partners, to explore the “Return to Tangibles” investment thesis. Latif explains why commodities like gold, silver, copper, and platinum are outperforming tech stocks and bonds in today’s market. He breaks down the geopolitical catalysts, surging industrial demand, and the performance of the LENS ETF—designed to capture this tangible asset boom. From silver’s breakout and platinum’s comeback to supply chain rewiring and defense-driven resource demand, this episode is a masterclass on navigating a deglobalizing, resource-constrained world.7% retracement is another instance of the market digesting gains rather than signaling exhaustion. We see this spike in volatility as a healthy reset, not a sign of weakness. It’s how long-term strength shows up and builds momentum.· Deficits, not just interest rates, are driving liquidity creation. With Social Security, Medicare, and Net Interest absorbing more than half of all U.S. federal outlays, fiscal consolidation seems a politically impossible. This structural imbalance anchors gold’s long-term bid as policymakers rely increasingly on monetary and fiscal accommodation to finance spending.· Central banks have become systematic gold buyers, treating it as a Tier 1 reserve asset amid rising geopolitical fragmentation and declining trust in fiat discipline. Their price-insensitive accumulation sets a structural floor beneath the market. For investors, the behavioral edge lies in patience, the capacity to stay invested through cyclical volatility in a secular uptrend.See how energy plays into the return to tangibles. As always, Wasif, thank you for stopping by! - Stu Substack: https://sarmayakar.substack.com/ (https://sarmayakar.substack.com/)Check out https://sarmayapartners.com/ (https://sarmayapartners.com/)LinkedIn: https://www.linkedin.com/in/wasiflatif/ (https://www.linkedin.com/in/wasiflatif/)Highlights of the Podcast 00:00 – Intro00:56 – JP Morgan’s $10B Strategic Investments02:11 – Rise of Geopolitical Investing & Strategic Imperatives02:28 – Return to Tangibles: The Core Thesis04:36 – Ringing the Bell: Launch of LENS ETF05:37 – Silver Breaks Out: Early Stages of Bull Run09:00 – Precious Metals vs. Tech & Bonds11:05 – Platinum’s Comeback & EV Reality Check13:55 – Geopolitics, Military Spending & Commodity Demand15:30 – "We're in the Stuff Shovels Pick Up"17:40 – Oil Lagging—But Not for Long19:56 – LENS ETF Performance YTD21:21 – How Samarya Partners Invests Differently23:50 – Gold vs. S&P500 (Real Returns)25:17 – Inflation Outlook & Rate Cuts27:12 – AI, Data Centers & Energy-Driven Inflation30:18 – Long-Term Trends: Stagflation, Labor vs. Capital30:20 – How to Reach Wasif LatifCheck out the Transcript at EnergyNewsBeat.co (https://energynewsbeat.co/)Check out the additional article at https://theenergynewsbeat.substack.com/ (https://theenergynewsbeat.substack.com/)

In this episode of Energy Newsbeat Daily Standup, Stuart Turley covers escalating global energy tensions as the EU’s climate directives trigger backlash from major LNG suppliers like the U.S. and Qatar, warning of tra...

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley break down Citi’s $50 oil prediction amid Russia-Ukraine de-escalation rumors, debating whether the surplus fears hold up against Saudi Arabia’s fiscal realities and Trump’s energy goals. They expose the hidden fossil fuel costs behind wind turbines, highlight Trump’s pushback on global carbon taxes, and analyze Europe’s rare earth dependence in the U.S.-China trade clash. Wrapping up with rig counts, SLB earnings, and India’s oil trade under sanctions, the hosts close with optimism for global reindustrialization and pragmatic energy investing. Subscribe to Our Substack For Daily Insights (https://theenergynewsbeat.substack.com/) Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey (https://energynewsbeat.co/invest/) Need Power For Your Data Center, Hospital, or Business? (https://energynewsbeat.co/turning-black-gold-green/) Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ (https://www.linkedin.com/in/stuturley/) andTwitter: https://twitter.com/STUARTTURLEY16 (https://twitter.com/STUARTTURLEY16) Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... (https://www.linkedin.com/in/michaelta...) andTwitter: https://twitter.com/mtanner_1 (https://twitter.com/mtanner_1) Timestamps: 00:00 - Intro00:16 - Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story?07:51 - Wind Turbines are Made by Coal and Are Not Sustainable12:22 - How Trump’s Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being Saved15:26 - Europe is the Biggest Loser in US-China Rare Earth Wars21:49 - Market Update22:57 - US Oil Rig Count Stalling While Output Soars23:52 - SLB Reports Q3 Earnings Higher Than Expected27:47 - Outro Links to articles discussed: Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’… (https://energynewsbeat.co/citi-says-russia-ukraine-de-escalation-could-impact-oil-to-50-and-oils-surplus-is-here-but-whats-the-real-story/)Wind Turbines are Made by Coal and Are Not Sustainable (https://theenergynewsbeat.substack.com/p/wind-turbines-are-made-by-coal-and)How Trump’s Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being Saved (https://energynewsbeat.co/how-trumps-impact-on-the-global-green-new-scam-tax-by-the-un-translates-to-consumers-being-saved/)Europe is the Biggest Loser in US-China Rare Earth Wars (https://energynewsbeat.co/europe-is-the-biggest-loser-in-us-china-rare-earth-wars/)US Oil Rig Count Stalling While Output Soars (https://energynewsbeat.co/us-oil-rig-count-stalling-while-output-soars/)SLB Reports Q3 Earnings Higher Than Expected (https://energynewsbeat.co/slb-reports-q3-earnings-higher-than-expected/)