Energy News Beat Podcast

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 Israel strikes Iran. They also call out misleading investment metrics in oil and gas funds and underscore how power security, not ideology, is driving global energy decisions. Highlights of the Podcast  00:00 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn 02:34 - Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities 06:38 - Internal Rate of Return Is Misleading You! 09:33 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff 12:22 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets 14:58 - What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? 16:31 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas 19:10 - Outro Please see the links below or articles that we discuss in the podcast. DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn [https://energynewsbeat.co/david-blackmon-on-energy-china-knows-what-the-rest-of-us-must-re-learn/] Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities [https://energynewsbeat.co/coal-is-crowned-king-again-by-president-trump-montanas-bull-mountains-mine-expansion-and-investment-opportunities/] Internal Rate of Return Is Misleading You! [https://theenergynewsbeat.substack.com/p/internal-rate-of-return-is-misleading] Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff [https://energynewsbeat.co/solar-bankruptcies-show-us-clean-energy-industry-is-on-the-edge-of-a-financial-cliff/] OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets [https://energynewsbeat.co/opec-falls-short-on-output-promises-implications-for-oil-prices-u-s-investors-and-global-energy-markets/] What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? [https://energynewsbeat.co/what-would-happen-to-the-oil-market-if-israel-targeted-irans-nuclear-sites-or-oil-export-infrastructure/] Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas [https://energynewsbeat.co/data-centers-surge-u-s-power-demand-by-92-opportunities-in-utilities-grid-equipment-and-oil-and-gas/] 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/michaeltannersandstone/] and Twitter [https://twitter.com/mtanner_1] ENB Top News [http://energynewsbeat.co/top-news/?amp=1] Energy Dashboard [https://dashboard.energynewsbeat.com/] ENB Podcast [http://energynewsbeat.co/industry-insights-2/?amp=1] ENB Substack [https://theenergynewsbeat.substack.com/] ENB Trading Desk [http://energynewsbeat.co/tradingdesk/?amp=1] Oil & Gas Investing [https://energynewsbeat.co/investinoil/] – Get in Contact With The Show – [http://energynewsbeat.co/survey/?amp=1]

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 Norway’s state was rushed through permitting without proper oversight, may obstruct air defense capabilities, and could endanger marine life and navigation. Despite a brief halt by the Trump administration, the project resumed amid speculation of a pipeline deal, drawing scrutiny over regulatory failures and political motivations. Highlights of the Podcast 00:00 – Introduction 03:13 – Empire Wind Project Controversy 05:28 – Alleged Pipeline Deal & Foreign Ownership 08:15 – Radar Interference and JFK Airport Risks 11:19 – DOD and FAA Inter-agency Failures 14:24 – Deceptive Status Claims and Construction Reality 17:09 – Maritime Safety and Historic Collisions 20:01 – Tower Size and Ecological Blind Spots 23:26 – Vineyard Wind and Tax Loopholes 27:17 – Falsified Safety Data and National Security Concerns 30:44 – Trump Admin Review and Industry Hope 33:58 – Structural Governance Problems 36:41 – Disparity in Regulation Between Oil/Gas and Wind 39:20 – Microplastics and Blade Deterioration 42:05 – Reclamation Costs and Industry Burden 44:13 – Final Plea for Government Attention 46:36 – Conclusion and Call to Action

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 into the hidden costs and inefficiencies of the ongoing ethanol mandate. Highlights of the Podcast  00:00 - Intro 01:35 - Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors? 03:45 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas 06:26 - Natural Gas is Booming: Unlocking Opportunities in the Energy Sector 08:09 - USGS Releases Assessment of Undiscovered Oil and Gas Resources in the Niobrara Formation of SW Wyoming and NE Colorado 10:00 - Why Is Ethanol Still Being Mandated? How Much Does It Cost Consumers and Taxpayers? 13:30 - Outro Please see the links below or articles that we discuss in the podcast. Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors? [https://energynewsbeat.co/is-the-trump-tariff-war-with-china-over-and-what-is-the-final-impact-to-investors/] Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas [https://energynewsbeat.co/data-centers-surge-u-s-power-demand-by-92-opportunities-in-utilities-grid-equipment-and-oil-and-gas/] Natural Gas is Booming: Unlocking Opportunities in the Energy Sector [https://energynewsbeat.co/natural-gas-is-booming-unlocking-opportunities-in-the-energy-sector/] USGS Releases Assessment of Undiscovered Oil and Gas Resources in the Niobrara Formation of SW Wyoming and NE Colorado [https://energynewsbeat.co/usgs-releases-assessment-of-undiscovered-oil-and-gas-resources-in-the-niobrara-formation-of-sw-wyoming-and-ne-colorado/] Why Is Ethanol Still Being Mandated? How Much Does It Cost Consumers and Taxpayers? [https://theenergynewsbeat.substack.com/p/why-is-ethanol-still-being-mandated] 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/michaeltannersandstone/] and Twitter [https://twitter.com/mtanner_1] ENB Top News [http://energynewsbeat.co/top-news/?amp=1] Energy Dashboard [https://dashboard.energynewsbeat.com/] ENB Podcast [http://energynewsbeat.co/industry-insights-2/?amp=1] ENB Substack [https://theenergynewsbeat.substack.com/] ENB Trading Desk [http://energynewsbeat.co/tradingdesk/?amp=1] Oil & Gas Investing [https://energynewsbeat.co/investinoil/] – Get in Contact With The Show – [http://energynewsbeat.co/survey/?amp=1]

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, Nigeria's delayed $5 billion oil-backed loan due to falling prices is analyzed. Highlights of the Podcast  00:00 - Intro 01:01 - What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? 02:37 - Developer requests to cancel New Jersey offshore wind project 04:00 - Oil Supply Tightening in the U.S.: What It Means for Summer 2025 Gasoline Prices 06:43 - Markets Update 07:36 - Nigeria’s $5 Billion Oil-Backed Loan Stalls as Oil Prices Plummet: A Deep Dive into the Delay 08:42 - Outro Please see the links below or articles that we discuss in the podcast. What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? [https://energynewsbeat.co/what-would-happen-to-the-oil-market-if-israel-targeted-irans-nuclear-sites-or-oil-export-infrastructure/] Developer requests to cancel New Jersey offshore wind project [https://energynewsbeat.co/developer-requests-to-cancel-new-jersey-offshore-wind-project/] Oil Supply Tightening in the U.S.: What It Means for Summer 2025 Gasoline Prices [https://energynewsbeat.co/oil-supply-tightening-in-the-u-s-what-it-means-for-summer-2025-gasoline-prices/] Nigeria’s $5 Billion Oil-Backed Loan Stalls as Oil Prices Plummet: A Deep Dive into the Delay [https://energynewsbeat.co/nigerias-5-billion-oil-backed-loan-stalls-as-oil-prices-plummet-a-deep-dive-into-the-delay/] 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/michaeltannersandstone/] and Twitter [https://twitter.com/mtanner_1] ENB Top News [http://energynewsbeat.co/top-news/?amp=1] Energy Dashboard [https://dashboard.energynewsbeat.com/] ENB Podcast [http://energynewsbeat.co/industry-insights-2/?amp=1] ENB Substack [https://theenergynewsbeat.substack.com/] ENB Trading Desk [http://energynewsbeat.co/tradingdesk/?amp=1] Oil & Gas Investing [https://energynewsbeat.co/investinoil/] – Get in Contact With The Show – [http://energynewsbeat.co/survey/?amp=1] Video Transcription edited for grammar. We disavow any errors unless they make us look better or smarter.

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 markets, clean tech pitfalls, and bold political commentary—this episode is a must-listen for anyone tracking U.S. energy policy and global implications. Highlights of the Podcast  00:00 - Intro 01:27 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff 04:18 - The Uglier side of Electric Vehicles: disposing of the EV batteries. 07:14 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets 09:51 - The LA Unrest Poses A Pressing National Security Threat To The US 13:03 - Court-challenged wind project off Maryland cleared to start construction 15:09 - Outro Please see the links below or articles that we discuss in the podcast. Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff [https://energynewsbeat.co/solar-bankruptcies-show-us-clean-energy-industry-is-on-the-edge-of-a-financial-cliff/] The Uglier side of Electric Vehicles: disposing of the EV batteries. [https://energynewsbeat.co/the-uglier-side-of-electric-vehicles-disposing-of-the-ev-batteries/] OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets [https://energynewsbeat.co/opec-falls-short-on-output-promises-implications-for-oil-prices-u-s-investors-and-global-energy-markets/] The LA Unrest Poses A Pressing National Security Threat To The US [https://energynewsbeat.co/the-la-unrest-poses-a-pressing-national-security-threat-to-the-us/] Court-challenged wind project off Maryland cleared to start construction. [https://energynewsbeat.co/court-challenged-wind-project-off-maryland-cleared-to-start-construction/] 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/michaeltannersandstone/] and Twitter [https://twitter.com/mtanner_1] ENB Top News [http://energynewsbeat.co/top-news/?amp=1] Energy Dashboard [https://dashboard.energynewsbeat.com/] ENB Podcast [http://energynewsbeat.co/industry-insights-2/?amp=1] ENB Substack [https://theenergynewsbeat.substack.com/] ENB Trading Desk [http://energynewsbeat.co/tradingdesk/?amp=1] Oil & Gas Investing [https://energynewsbeat.co/investinoil/] – Get in Contact With The Show – [http://energynewsbeat.co/survey/?amp=1]