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 trade disruptions. He discusses possible sabotage at refineries in Hungary and Romania, critiques the costly ERCOT grid expansion in Texas, slams Gavin Newsom’s wildfire fund access law as corruption, and highlights how sanctions on Russian oil are backfiring. Turley also praises U.S. Energy Secretary Chris Wright for refilling the Strategic Petroleum Reserve and previews rising LNG trading volumes via aBAX Technologies. A jam-packed episode linking policy, energy, and geopolitics.

Subscribe to Our Substack For Daily Insights

Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey

Need Power For Your Data Center, Hospital, or Business?

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

00:16 - EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats

02:23 - U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations

04:17 - Recent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge question

06:35 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region.

10:22 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund

12:40 - Russian Oil Keeps Flowing: “Sanctions Don’t Work as Intended”- Irina Slav

17:19 - The US Needs to Restock the Strategic Oil Reserve – This would save money and jobs in the long run.

19:09 - Abaxx Confirms Growing Trading Activity in its North Pacific-Asia and US Gulf of Mexico LNG Futures

20:47 - Outro

Links to articles discussed:

EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats

U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations

Recent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge question

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

Russian Oil Keeps Flowing: “Sanctions Don’t Work as Intended”- Irina Slav

The US Needs to Restock the Strategic Oil Reserve – This would save money and jobs in the long run.

Abaxx Confirms Growing Trading Activity in its North Pacific-Asia and US Gulf of Mexico LNG Futures

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/

Check out https://sarmayapartners.com/

LinkedIn: https://www.linkedin.com/in/wasiflatif/

Highlights of the Podcast

00:00 – Intro

00:56 – JP Morgan’s $10B Strategic Investments

02:11 – Rise of Geopolitical Investing & Strategic Imperatives

02:28 – Return to Tangibles: The Core Thesis

04:36 – Ringing the Bell: Launch of LENS ETF

05:37 – Silver Breaks Out: Early Stages of Bull Run

09:00 – Precious Metals vs. Tech & Bonds

11:05 – Platinum’s Comeback & EV Reality Check

13:55 – Geopolitics, Military Spending & Commodity Demand

15:30 – "We're in the Stuff Shovels Pick Up"

17:40 – Oil Lagging—But Not for Long

19:56 – LENS ETF Performance YTD

21:21 – How Samarya Partners Invests Differently

23:50 – Gold vs. S&P500 (Real Returns)

25:17 – Inflation Outlook & Rate Cuts

27:12 – AI, Data Centers & Energy-Driven Inflation

30:18 – Long-Term Trends: Stagflation, Labor vs. Capital

30:20 – How to Reach Wasif Latif

Check out the Transcript at EnergyNewsBeat.co

Check out the additional article at https://theenergynewsbeat.substack.com/

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

Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey

Need Power For Your Data Center, Hospital, or Business?

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

00:16 - 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 Sustainable

12:22 - How Trump’s Impact on the Global “Green New Scam Tax” by the UN Translates to Consumers Being Saved

15:26 - Europe is the Biggest Loser in US-China Rare Earth Wars

21:49 - Market Update

22:57 - US Oil Rig Count Stalling While Output Soars

23:52 - SLB Reports Q3 Earnings Higher Than Expected

27:47 - Outro

Links to articles discussed:

Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’…

Wind Turbines are Made by Coal and Are Not Sustainable

How Trump’s 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

US Oil Rig Count Stalling While Output Soars

SLB Reports Q3 Earnings Higher Than Expected