CA Has An Orphan well problem
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
1d ago
In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers key energy headlines for December 5, 2024, including China's ambitious plans to approve 100 nuclear reactors by 2035 to address air pollution and California's challenges with orphaned oil wells due to stringent regulations on abandonment costs. He highlights market updates, including a crude oil inventory draw and OPEC production cut deliberations, and discusses Crescent Energy's $905 million Eagle Ford acquisition. Tanner wraps up by noting upcoming solo shows from Florida and a Saturday weekly recap. Highl ..read more
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OPEC Delays Hike
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
2d ago
In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covering China's restrictions on critical metals exports, OPEC's plans to delay oil production increases, Europe's rapid depletion of natural gas reserves ahead of winter, and the UK's costly struggles with wind power grid management. He critiques green energy policies, highlighting their dependency on fossil fuels and economic drawbacks, while discussing global energy dynamics and net-zero initiatives. Turley emphasizes the need for balanced, low-cost energy solutions to combat energy poverty, citing investments in ..read more
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US Has Natty Gas for days!
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
3d ago
In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner discusses a bullish trend in European diesel due to rising natural gas prices and seasonal demand, highlights the U.S. entering winter with its highest natural gas stocks in eight years, and explores the potential impacts of LNG export policies. He touches on steady oil prices, shifts in rig counts, and OPEC+ postponing key decisions. Tanner wraps up with financial market updates and insights on potential M&A activity in the energy sector. Highlights of the Podcast 00:00 - Intro 00:49 - Traders Become More Bull ..read more
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Trump threatens BRICS
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
4d ago
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley covered top energy stories, including Trump’s bold stance on protecting the U.S. dollar amidst BRICS challenges, the UN's push for climate penalties with limited enforcement, China's secretive oil imports from Iran, record-high U.S. LNG demand as winter looms, and Odessa’s rise as one of the top wage-earning U.S. cities due to oil and gas. They also discussed fluctuating oil prices, OPEC's postponed meeting, and contrasting predictions for 2025 oil trends, highlighting global tensions and market ..read more
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Week Recap: Blackouts, Climate Setbacks, and Policy Shifts
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
6d ago
In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discusses various issues, including grid reliability risks due to extreme winter weather, challenges with renewable energy integration, and the ongoing tensions in energy policy globally. Topics range from President Trump’s proposed tariffs and their geopolitical impact to California's regulations driving oil companies away, Germany's reconsideration of nuclear power amidst renewable struggles, and Saudi Arabia's strategic energy approach. The hosts emphasize the need for a balance ..read more
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France Imports Russian LNG
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
6d ago
In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner, discuss energy headlines, covering record LNG imports by French terminals from Russia, Germany's rejection of direct Arctic LNG imports while continuing indirect ones, Texas exploring nuclear energy expansion, and how Trump’s energy policies could lower global CO2 emissions by boosting natural gas exports. They also touch on oil price fluctuations driven by geopolitical events and supply issues, with updates on U.S.-Russia tensions and potential escalations. Wrapping up, they preview Thanksgivin ..read more
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President Trump Taps Chris Wright
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
6d ago
In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner, covers key topics including Chris Wright's appointment as U.S. Energy Secretary under Trump, signaling a push for energy independence and reduced regulations. They discuss shifts in U.S. oil imports, rising tensions with China, Ukraine-Russia negotiations, and frothy financial markets impacted by fluctuating energy demand and rate cut debates. The episode also highlights industry moves, such as Ovintiv’s asset swap focusing on Canadian shale, and explores broader implications of energy and geopo ..read more
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Electrifying Raises Consumer Costs
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
6d ago
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key global energy topics, including rising energy costs due to electrification, China’s increasing focus on resource security, Cuba’s blackout issues, and Russia's "dark fleet" oil shipments circumventing sanctions. They also touch on Iran’s efforts to bypass the Strait of Hormuz, U.S. crude production growth, and Exxon’s plan to sell part of its North Dakota Bakken assets. Geopolitical risks, especially in the Middle East, and oil market dynamics are highlighted throughout, emphasizing t ..read more
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Week Recap: Rising Oil Risks, Inflation, and the Push for Alternative Power
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
6d ago
In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner, discusses a volatile week in the energy sector, focusing on the potential impact of escalating tensions between Israel and Iran. A retaliatory strike on Iranian oil infrastructure could cause oil prices to surge, with some predictions of prices reaching $200 per barrel if key oil assets like Kharg Island are targeted. At the same time, geopolitical risks, such as Jamie Dimon's warning of a "treacherous" situation, add uncertainty to global energy markets. Meanwhile, Google support ..read more
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ENB #222 Gold's Comeback: Inflation, Geopolitics, and the Commodity Supercycle
Energy News Beat Podcast
by Michael Tanner, Stuart Turley
6d ago
In the Energy News Beat – Conversation in Energy with Stuart Turley and Wasif Latif from Sarmaya Partners to discuss the current state of gold, commodities, and global financial markets. Wasif emphasizes gold's resurgence as a safe haven amidst rising inflation, geopolitical risks, and fiscal uncertainties. He touches on themes like central bank gold purchases, inflation trends, and the commodity supercycle, linking them to broader economic cycles and the increasing importance of tangible assets. The discussion also highlights the strategic role of gold and other commodities in navigating mark ..read more
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