Energy News Beat Podcast

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner compare the profitability and investor returns of oil and gas versus renewables, noting fossil fuels delivered over $349 billion to shareholders in 2024 while renewables lag without subsidies. They discuss hidden costs of wind turbine dismantling, the looming end of renewable tax credits, and geopolitical tensions—from Russian refinery drone strikes to potential U.S. sanctions on India and China—that could disrupt global oil markets. The show also covers corporate strategy amid low oil prices, a bizarre CEO ouster at Sentinel Peak Resources, and political developments in Texas. 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/ and Twitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro 00:15 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen? 05:07 - New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming 07:20 - Russia’s Gasoline Prices Surge After Refinery Hit by Drones 09:39 - U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China 13:25 - Markets Update 14:48 - Coterra's Earnings: Preparing for the Oil Price Rebound 16:46 - CEO of Denver-based oil and gas company says he was subject of ‘sham investigation’ 20:59 - Outro Links to articles discussed: What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen? [https://theenergynewsbeat.substack.com/p/what-is-the-difference-between-oil] New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming [https://energynewsbeat.co/new-study-finds-wind-turbine-dismantling-costs-are-more-than-claimed-and-there-is-a-crisis-looming/] Russia’s Gasoline Prices Surge After Refinery Hit by Drones [https://energynewsbeat.co/russias-gasoline-prices-surge-after-refinery-hit-by-drones/] U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China [https://energynewsbeat.co/u-s-to-scale-irans-sanctions-through-finance-channels-impacting-china/]

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key global energy issues, including President Trump's proposed tariff hikes on India over Russian oil imports, the ongoing challenges of Western sanctions on Russia, and the delivery of Russian crude to India despite pressure from the U.S. and EU. The discussion also highlights BP's major oil discovery in Brazil, the impact of California's wildfire emissions, and Governor Newsom's controversial energy and forestry management. Tune in for insights on these critical developments shaping the 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/ and Twitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast  00:00 - Intro 00:26 - Trump Says US to Hike India’s Tariffs Over Russian Oil Buys 02:02 - Tankers Deliver Russian Crude to India Despite US and EU Pressure 04:49 - Moscow’s Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas 07:33 - BP Has Huge Win in Brazil 09:52 - California’s Wildfire Emissions Top Its Power Plants, but Go Uncounted 13:41 - Outro Links to articles discussed: Trump Says US to Hike India’s Tariffs Over Russian Oil Buys [https://energynewsbeat.co/trump-says-us-to-hike-indias-tariffs-over-russian-oil-buys/] Tankers Deliver Russian Crude to India Despite US and EU Pressure [https://energynewsbeat.co/tankers-deliver-russian-crude-to-india-despite-us-and-eu-pressure/] Moscow’s Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas [https://energynewsbeat.co/moscows-deputy-foreign-minister-says-the-eu-has-lost-over-1-trillion-euros-by-not-buying-russian-natural-gas/] BP Has Huge Win in Brazil [https://energynewsbeat.co/bp-has-huge-win-in-brazil/] California’s Wildfire Emissions Top Its Power Plants, but Go Uncounted [https://energynewsbeat.co/californias-wildfire-emissions-top-its-power-plants-but-go-uncounted/]

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's ambitious nuclear energy overhaul, aiming to quadruple U.S. nuclear power by 2050 despite regulatory challenges. They also explore Europe's pursuit of net zero by 2050, the impact of the EU's energy policies on global markets, and the U.S.'s role in supplying LNG to Europe. Additionally, they review the latest earnings reports from Chevron and Exxon, highlighting Chevron's strong performance and Exxon’s struggles despite their growth plans. The episode concludes with an announcement about shifting to a three-day weekly format for the show. 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/ and Twitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1 00:00 - Intro 00:13 - Trump’s Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety 03:31 - Net Zero Has Cost Europe’s Energy Future 06:25 - Whales, Fishermen Heave Sighs of Relief as Burgum Cancels Offshore Wind 11:21 - Markets Update 18:50 - Rig Count Update 18:59 - Frac Count Update 21:31 - Chevron’s Record Oil and Gas Output Boosts Earnings Amid Price Challenges 24:15 - ExxonMobil Q2 Earnings Boosted by Record Permian Output – What should investors look for? 27:05 - Outro Links to articles discussed: Trump’s Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety [https://energynewsbeat.co/trumps-nuclear-energy-overhaul-sparks-unfounded-alarms-over-safety/] Net Zero Has Cost Europe’s Energy Future [https://energynewsbeat.co/net-zero-has-cost-europes-energy-future/] Whales, Fishermen Heave Sighs of Relief as Burgum Cancels Offshore Wind [https://energynewsbeat.co/whales-fishermen-heave-sighs-of-relief-as-burgum-cancels-offshore-wind/] Chevron’s Record Oil and Gas Output Boosts Earnings Amid Price Challenges [https://energynewsbeat.co/chevrons-record-oil-and-gas-output-boosts-earnings-amid-price-challenges/] ExxonMobil Q2 Earnings Boosted by Record Permian Output – What should investors look for? [https://energynewsbeat.co/exxonmobil-q2-earnings-boosted-by-record-permian-output/]

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into a packed week of energy news. Topics include the EPA's proposed changes to Obama-era regulations, secondary sanctions targeting India over Russian oil, and the shift in global energy dynamics, particularly with China’s rising fuel exports. They discuss the challenges facing the U.S. energy grid, including supply chain vulnerabilities, the rise of decentralized grid management, and the impact of AI and data centers on energy demands. The hosts also explore how geopolitical tensions, including tensions with the EU, could reshape the future of energy and its regulation. 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/investinoilyoutube/] 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/ and Twitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro 00:18 - Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components? 03:48 - Department of Interior Secures Win for American Energy Dominance – Safely and Timely 05:50 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies 08:11 - Overlooked Vulnerability Could Cripple America’s Grid 12:06 - EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates 16:30 - China Shifts to Fuel Exports Due to Higher Margins 19:25 - $70 WTI Returns as Trump Targets India Over Russian Oil Ties 23:07 - What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids. 27:38 - Outro Links to articles discussed: Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components? [https://theenergynewsbeat.substack.com/p/is-trump-stalling-solar-and-wind] Department of Interior Secures Win for American Energy Dominance – Safely and Timely [https://energynewsbeat.co/department-of-interior-secures-win-for-american-energy-dominance-safely-and-timely/] Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies [https://energynewsbeat.co/backlash-against-eu-net-zero-regulations-qatar-threatens-to-cut-lng-supplies/] Overlooked Vulnerability Could Cripple America’s Grid [https://energynewsbeat.co/overlooked-vulnerability-could-cripple-americas-grid/] EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates [https://energynewsbeat.co/epa-releases-proposal-to-rescind-obama-era-endangerment-finding-regulations-that-paved-the-way-for-electric-vehicle-mandates/] China Shifts to Fuel Exports Due to Higher Margins [https://energynewsbeat.co/china-shifts-to-fuel-exports-due-to-higher-margins/] $70 WTI Returns as Trump Targets India Over Russian Oil Ties [https://theenergynewsbeat.substack.com/p/70-wti-returns-as-trump-targets-india] What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids. [https://energynewsbeat.co/what-is-the-future-of-the-united-grid-well-it-will-involve-decentralized-managment-ai-and-lots-of-privatly-held-mirogrids/]

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by James Walker, CEO of Nano Nuclear Energy, to discuss the exciting advancements in microreactor technology. James shares insights on Nano Nuclear's upcoming projects in the U.S. and Canada, including the development of the first commercial microreactor. They also explore the impact of regulatory changes, the growing demand for clean, reliable energy from tech and military sectors, and the future of nuclear power in addressing the U.S.'s energy challenges. Stay tuned for updates on their groundbreaking work in the nuclear industry. They have the potential to change the entire nuclear game. Their new complete designs include dramatic changes to ocean shipping and microgrids. This is huge, and has the potential to lower costs for AI data centers and businesses looking to put electrical generation behind the meter. You will want to check out the Nano Nuclear site to look at their new updates: https://nanonuclearenergy.com/ [https://nanonuclearenergy.com/] Connect with James on LinkedIn here: https://www.linkedin.com/in/jamesjohnwalker1/ [https://www.linkedin.com/in/jamesjohnwalker1/] Highlights of the Podcast  00:00 - Intro 00:43 - James Walker’s Introduction 02:09 - Nano Nuclear Energy's Exciting Developments 02:50 - Timeline for Nano Nuclear Projects 03:03 - Deployment Speed of Microreactors 04:05 - Regulatory Process and Industry Shifts 05:03 - The Impact of New Regulations 06:00 - Reactor Size and Deployment 07:23 - U.S. Grid Challenges and Nuclear Power's Role 09:25 - AI and Nuclear Collaboration 10:23 - Military Demand for Nuclear Power 12:37 - Nano Nuclear Energy’s Growth and Industry Partnerships 13:09 - The Future of Nuclear Power 14:05 - Growth and Job Creation in the Nuclear Industry 16:17 - Nuclear's Future and Challenges 19:13 - The Public Perception of Nuclear 20:34 - Molten Salt and Triso Fuels 22:07 - Nano Nuclear’s Upcoming Developments 23:12 - Conclusion and Future Updates For the full transcript and interact, head to the Energy News Beat Substack or Website.