In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's potential to take control of California’s oil refineries to prevent a national security crisis amid closures threatening 17% of the state’s refining capacity. They explore the political fallout and the need for increased Alaskan oil production, followed by the opening of the first U.S. rare earth mine in 70 years. They also critique Europe's energy policy, including its costly shift away from Russian gas. The hosts provide insights on U.S. oil and gas market trends, including rising oil prices, declining rig counts, and the global impact of sanctions on Russia.

Highlights of the Podcast

00:00 - Intro

00:15 - Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?

03:50 - Trump’s Push for New Oil and Gas Leases on Federal Lands: Implications for Investors, the U.S. Economy, and Alaska

06:02 - First U.S. Rare Earth Mine in 70 Years Opens with Chris Wright On Site: A Game-Changer for Investors and Mining Technology

07:46 - Europe Says They Won’t Need Russian Gas in the Future, But Do They?

13:18 - Markets Update

18:31 - United States Oil Rigs Continue Downward Trend Amid Price Uncertainty

19:01 - Frac Count Update

20:03 - Outro

Please see the links below or articles that we discuss in the podcast.

Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?

Trump’s Push for New Oil and Gas Leases on Federal Lands: Implications for Investors, the U.S. Economy, and Alaska

First U.S. Rare Earth Mine in 70 Years Opens with Chris Wright On Site: A Game-Changer for Investors and Mining Technology

Europe Says They Won’t Need Russian Gas in the Future, But Do They?

United States Oil Rigs Continue Downward Trend Amid Price Uncertainty

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In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers key developments including the DOE's alarming grid reliability report, signaling potential blackouts by 2030 and highlighting opportunities for investors in coal, natural gas, and nuclear sectors. The discussion also delves into the impact of the One Big Beautiful Bill on energy policies, regulatory reforms for oil, gas, and nuclear, and the evolving market conditions. Additionally, insights from the Dallas Fed Energy Survey reveal challenges in oil and gas production, while the surge in copper prices is explored in light of tariffs and growing demand for green energy infrastructure.

Highlights of the Podcast

00:00 - Intro

00:18 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear

04:57 - Dallas Fed Energy Survey

12:29 - Ghost Factories Are a Warning Sign for Green Manufacturing’s Future

16:14 - Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?

18:58 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch

21:20 - DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape

24:39 - Copper Prices to the Moon After Trump Announces 50% Tariff

26:36 - Outro

Please see the links below or articles that we discuss in the podcast.

The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear

Dallas Fed Energy Survey

Ghost Factories Are a Warning Sign for Green Manufacturing’s Future

Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?

The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch

DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape

Copper Prices to the Moon After Trump Announces 50% Tariff

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

ENB Top News

Energy Dashboard

ENB Podcast

ENB Substack

ENB Trading Desk

Oil & Gas Investing

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

– Get in Contact With The Show –

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley speaks with Jon Brewton, CEO of Data Squared, about their groundbreaking work in AI and data management. Jon explains how their patented system eliminates AI hallucinations, making AI more trustworthy and transparent for industries like defense, energy, and engineering. They discuss the challenges of scaling AI, its applications in energy grid management, and the value of integrating various data types to optimize decision-making. This conversation sheds light on how AI can drive real-world solutions with reliability and explainability.

This is huge, with new patents in hand, Data2 Squared is helping add accountability to AI. I have been learning a great deal about AI through the podcast series on AI and Data Centers, which is significant.

The U.S. government and energy sectors will find Jon's company and his resources critical. For the U.S. to achieve energy dominance, it must also be AI Dominant. I applaud the accountability that Jon's team has successfully implemented.

Check out https://data2.ai/

Also connect with Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/

Thank you Jon, for stopping by the podcast, and your leading the charge in AI security is critical for the United States - Stu

Highlights of the Podcast

00:00 - Intro

00:39 – What Is Explainable AI?

01:11 – The Problem with AI Hallucinations

03:15 – AI Systems and Trust Issues

06:21 – Data Squared’s Solution

08:32 – Real-World Applications in Energy

10:35 – Filtering Out Inaccurate AI Outputs

12:28 – Beyond Analytics: Building Trustworthy AI

16:12 – The Echo Chamber of AI Training Data

17:57 – Who Can Benefit from Data Squared’s Technology?

18:49 – Opportunities in the Utility Sector

20:08 – Achieving a Patent in AI Technology

21:06 – The Impact on Defense and Engineering

23:25 – The Role of Military Experience in Innovation

26:22 – The Unlikely Team Behind the Innovation

28:29 – Looking Ahead: Future Applications in Energy

29:01 – Closing Remarks

For the full transcript, please head over to https://theenergynewsbeat.substack.com/