In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discussed Governor Gavin Newsom’s controversial new bill allowing California utility companies—such as Southern California Edison—to tap into the state’s $21 billion Wildfire Fund, half of which is funded by taxpayers. The legislation permits utilities to use the fund to cover wildfire-related expenses and even fines from their own negligence. Turley blasted the move as a “corruption-laden bailout,” arguing it protects utilities at the expense of taxpayers, while comparing it to California’s manipulation of federal health funds. Both hosts warned that under Newsom’s leadership, California has become a growing national security risk.

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Timestamps:

00:00 - Intro

00:17 - 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

12:26 - Europe is the Biggest Loser in US-China Rare Earth Wars

18:38 - EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats

20:43 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region

24:31 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund

26:40 - Outro

Links to articles discussed:

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

Wind Turbines are Made by Coal and Are Not Sustainable

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

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

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

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, 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.

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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 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.

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Follow Stuart On LinkedIn:

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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

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Michael Tanner and Stuart Turley argue that China’s ban on critical mineral exports could backfire by driving U.S. innovation and domestic refining. They explain China’s control lies in refining, not mining, and predict new capacity will emerge in the U.S. and Southeast Asia. The episode also covers China and Iran’s oil-for-infrastructure deal, California’s stalled oil projects, Baytex’s asset sale, and contrasting oil price outlooks from ConocoPhillips’ Ryan Lance and Occidental’s Vicki Holub — with a spotlight on natural gas demand from the AI boom.

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Follow Stuart On LinkedIn:

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Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and

Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:15 - The Current State of Critical Minerals in the US Market

06:54 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

09:02 - Texas Oil Driller Taps Trump’s Team to Save California Crude Project

11:15 - Baytex Considers $3B Eagle Ford Asset Sale

15:23 - Where’s the Glut? Says ConocoPhillips CEO Ryan Lance

19:16 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?

22:09 - Outro

Links to articles discussed:

The Current State of Critical Minerals in the US Market

China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

Texas Oil Driller Taps Trump’s Team to Save California Crude Project

Baytex Considers $3B Eagle Ford Asset Sale

Where’s the Glut? Says ConocoPhillips CEO Ryan Lance

Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Cyrus Brooks of RBAC and Anne Atkinson Hyre, Executive Director of the Bettering Human Lives Foundation, to tackle the global energy poverty crisis. Over 2 billion people still rely on firewood, charcoal, or dung for cooking, facing severe health risks, environmental damage, and lost economic opportunities. Anne explains how the foundation provides low-interest loans to local LPG entrepreneurs, helping households and schools transition to safer, cleaner, and more efficient cooking fuels. Cyrus discusses how energy access enables entrepreneurship, economic growth, and improved quality of life. Learn how practical, sustainable energy solutions are transforming communities and truly bettering human lives.

???? Links / Resources:

Bettering Human Lives Foundation:

• https://betteringhumanlives.org
• RBAC: https://rbac.com/

Connect with Cyrus on his LinkedIn here:https://www.linkedin.com/in/cyrus-brooks-03274713/

Connect with Anne here:https://www.linkedin.com/in/anne-atkinson-hyre-a6b1848/

Thank you, Anne and Cyrus, for stopping by the podcast - I had an absolute blast, and this is making a difference in people's lives - Stu

Highlights of the Podcast

00:00 - Intro

1:05 – Cyrus Brooks on RBAC & GasTech Milan

4:28 – Anne Hyre on Bettering Human Lives & energy poverty

6:16 – LPG impact on African households & jobs

9:45 – Economic approach to solving energy poverty

10:00 – Foundation’s low-interest loans explained

13:46 – Scaling LPG businesses in Kenya, Ghana, Zambia

15:18 – Goal: 1M households & 1,000 schools by 2030

17:51 – Loan benefits vs commercial banks

18:39 – How to donate & support the foundation

21:06 – Success stories & African Energy Chamber model

24:25 – Cyrus: energy drives commerce & prosperity

25:49 – Environmental impact: deforestation & emissions

26:30 – LPG cookstoves improve health, time & environment

27:32 – Anne shares personal experience & passion

28:20 – Upcoming trips & speaking events

28:55 – Closing thoughts from Anne & Cyrus

30:19 – Show notes & links

In this episode of Energy Newsbeat Daily Standup, Michael Tanner breaks down contrasting oil market outlooks from ConocoPhillips CEO Ryan Lance, who challenges oversupply fears and projects a $70–$75 rebound, and Occidental CEO Vicki Hollub, who foresees a tighter $58–$62 range through 2026. Hollub also highlights natural gas growth driven by AI-powered data center demand. Saudi Aramco CEO Amin Nasser reinforces this, asserting fossil fuels—not renewables—will fuel the AI revolution. Meanwhile, JPMorgan announces a $10B equity push into U.S. strategic industries, including energy resilience. Tanner sees volatility persisting amid geopolitical tensions and cooling oil prices, closing with a call to stay tuned for earnings season and investment insight.

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Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and

Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:16 - Where’s the Glut? Says ConocoPhillips CEO Ryan Lance

04:15 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?

07:22 - Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest?

09:54 - JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States’ economic security.

15:10 - Market Update

17:13 - Outro

Links to articles discussed:

Where’s the Glut? Says ConocoPhillips CEO Ryan Lance

Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?

Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest?

JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States’ economic security.

Lt. General Mike Flynn stops by the Energy News Beat Podcast

In this episode of Energy Newsbeat – Conversations in Energy, Lt. General Mike Flynn joins Stu Turley to discuss the deep-rooted corruption in U.S. institutions, the need for election integrity reforms, and the national security risks posed by failing energy policy and refinery shutdowns. Flynn highlights key insights from his bestselling book A Pardon of Innocence, calls for a national emergency to ensure fair federal elections, and outlines the global consequences of prolonged conflict in Ukraine.

The conversation also touches on fifth-generation warfare, the strategic role of India in geopolitics, and why America needs an urgent energy-first agenda to secure its future. General Flynn even pointed out that Gavin Newsom’s left-wing energy polices fit into the fifth-generation warfare mode. This is a huge topic, and we have to be aware of how to combat the energy regulations from the left and green energy wealth transfer.

We were running out of time in the interview and had to rush through some huge topics. However, we have more interviews lined up and have been invited to participate in his upcoming Energy Conference in Washington, D.C. I had an absolute blast visiting with General Flynn and am truly honored to have spent some time with him.

Highlights of the Podcast

00:00 - Opening Statement: America First Energy & Election Emergency

01:03 – Flynn’s Book & the Depth of Government Corruption

05:40 – Education, The Flynn Film & Institutional Reform

09:10 – Election Integrity: The National Emergency Path

12:24 – Lawfare Against Conservatives: Disbarment & Lawsuits

14:24 – Ukraine Conflict: War Must End, Peace with Putin Possible

19:59 – India, BRICS, and the Global Shift in Power

23:31 – NATO Tank Gunnery Victory (1987): Military Excellence

25:10 – California Refineries & Fifth Generation Warfare

30:27 – Energy as National Survival: Summit Needed Now

31:38 – Closing Remarks & Flynn’s Contact Info

https://theenergynewsbeat.substack.com/p/the-war-within-flynn-on-energy-elections