In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner tackle the failures of sanctions on Russia, California's self-inflicted energy crisis under net-zero policies, and the economic fallout from offshore wind failures. They also discuss Trump’s controversial tariff threats, Russia’s seizure of Ukraine’s lithium assets, and Saudi Aramco’s financial pressures under low oil prices. The episode wraps with market updates, oil supply dynamics, and OPEC’s production shortfalls amid tight global inventories.

Highlights of the Podcast

00:00 - Intro

00:14 - California continues to devastate its economy for a net-zero dream world

03:39 - 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump

07:16 - Town Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade Failure

08:49 - Why Aramco Can’t Win Under Trump’s Oil Price Doctrine

13:17 - Markets Update

14:49 - Oil Supply Surge Not Impacting Tight Oil Market

17:48 - Outro

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

California continues to devastate its economy for a net-zero dream world

100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump

Town Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade Failure

Why Aramco Can’t Win Under Trump’s Oil Price Doctrine

Oil Supply Surge Not Impacting Tight Oil Market

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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

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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/

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key developments in the energy sector. Topics include the UAE's call for more oil production to meet healthy demand, the DOE's grid reliability report warning of blackouts due to rising demand, and the U.S. breaking ground on its first rare earth mine in 70 years. Copper prices surge after President Trump's 50% tariff on imports, and Saudi Aramco eyes U.S. LNG through talks with Commonwealth LNG. The episode also highlights investment opportunities and the ongoing push for energy dominance in the U.S.

Highlights of the Podcast

00:00 - Intro

01:03 - UAE Says Oil Market Needs More Oil with Healthy Demand

02:54 - DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape

06:15 - Energy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral Independence

07:23 - Copper Prices to the Moon After Trump Announces 50% Tariff

10:15 - Saudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and Financials

11:54 - Outro

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

UAE Says Oil Market Needs More Oil with Healthy Demand

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

Energy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral Independence

Copper Prices to the Moon After Trump Announces 50% Tariff

Saudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and Financials

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In this episode of the Energy Newsbeat Daily Standup, breaks down the global oil and gas rebound in today’s Energy Newsbeat Daily Standup. Shell, BP, and TotalEnergies are ramping up output in Nigeria and Libya, signaling a major pivot back to fossil fuels. Meanwhile, OPEC+ production promises face real limits as members struggle to meet quotas. In the U.S., drilling slows and the EIA cuts its 2025 crude output forecast. Turley warns: without trillions in new investment, the world risks a severe supply crunch by 2030.

Highlights of the Podcast

00:00 - Intro

00:00 - Intro

01:06 - Shell and TotalEnergies Boosting Oil and Gas Output in Nigeria: A Global Trend with Financial Implications

02:27 - Shell and BP Back to Business in Libya: UK Oil Giants Follow U.S. Majors Abroad, Doubling Down on Oil and Gas

04:15 - Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?

07:01 - US Cuts 2025 Crude Output Growth Forecast as Drilling Slows

09:26 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch

13:20 - Outro

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

Shell and TotalEnergies Boosting Oil and Gas Output in Nigeria: A Global Trend with Financial Implications

Shell and BP Back to Business in Libya: UK Oil Giants Follow U.S. Majors Abroad, Doubling Down on Oil and Gas

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

US Cuts 2025 Crude Output Growth Forecast as Drilling Slows

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

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In this episode of the Energy Newsbeat Daily Standup, Michael Tanner covers the rise in oil prices driven by negative trade tariff developments, alongside key energy updates. He highlights the growing issue of “ghost factories” — abandoned or stalled green energy projects triggered by shifting subsidy incentives under the Big Beautiful Bill. Tanner explains how nearly 10% of $261 billion in clean tech investments have been canceled mid-construction, raising doubts about the economic viability of unsubsidized renewables. He also reports Iraq’s surprising 80,000 bpd oil production boost across three fields using highly productive vertical wells — reinforcing OPEC's leverage over global supply.

Highlights of the Podcast

00:00 - Intro

01:03 - Ghost Factories Are a Warning Sign for Green Manufacturing’s Future

06:30 - Markets Update

08:17 - Iraq Lifts Oil Output by 80,000 bpd Across Three Key Fields

09:21 - Outro

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

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

Iraq Lifts Oil Output by 80,000 bpd Across Three Key Fields

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In this episode of the Energy Newsbeat Daily Standup, Michael Tanner discusses key topics in the energy sector, including OPEC+'s decision to increase oil production quotas, the implications of the One Big Beautiful Bill (OBBBA) for energy policy, and insights from the Dallas Fed Energy Survey. The episode highlights concerns about low global oil inventories, the potential for a new era in U.S. energy dominance, and regulatory changes affecting oil, gas, and nuclear industries. Additionally, Tanner delves into the challenges and opportunities faced by smaller operators in the oil and gas market amid fluctuating prices

Highlights of the Podcast

00:00 - Intro

01:13 - OPEC+ Pumps Up Output, but Can They Make the New Quotas?

04:14 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear

11:12 - Markets Update

12:34 - Rig Count Update

12:43 - Frac Count Update

12:49 - Dallas Fed Energy Survey

20:23 - Outro

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

OPEC+ Pumps Up Output, but Can They Make the New Quotas?

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

Dallas Fed Energy Survey

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Follow Michael On LinkedIn and Twitter

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– Get in Contact With The Show –