Energy News Beat Podcast Sandstone Group

In this episode of the Energy News Beat Daily Standup, the host, discussing key energy sector developments. He details Tesla's new partnership for autonomous driving in China, addressing potential data privacy concern...

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers the significant rise in U.S. electricity prices under the Biden administration, the EPA's controversial rule for carbon capture technology in power plants, concerns over solar expansion on farmland, and Exxon's efforts in developing economical CO2 removal technologies. Additionally, Turley touched on China's request for an international probe into the Nord Stream pipeline attack, emphasizing geopolitical tensions and policy impacts on the energy sector.Highlights of the Podcast00:00 - Intro01:21 - Biden’s Green-Energy Price Shock03:09 - Biden Administration Finalizes Power Plant Rule11:43 - Exxon is working on tech to remove CO2 from atmosphere but a breakthrough is needed to slash costs13:02 - As solar capacity grows, some of America’s most productive farmland is at risk – Who pays for the EOL land reclamation?15:05 - China calls for ‘international investigation’ into Nord Stream attack17:09 - Outro Please see the links below or articles that we discuss in the podcast.Biden’s Green-Energy Price Shock (https://energynewsbeat.co/bidens-green-energy-price-shock/)April 27, 2024 (https://energynewsbeat.co/2024/04/) Stu Turley (https://energynewsbeat.co/author/stuartsandstonecg-com/)Do White House officials pay electric bills? They strangely keep saying the President’s climate agenda is reducing electric-power rates even as the cost of running your dishwasher is sky-rocketing, as illuminated by the Labor Department’s […] (https://energynewsbeat.co/bidens-green-energy-price-shock/)Biden Administration Finalizes Power Plant Rule (https://energynewsbeat.co/biden-administration-finalizes-power-plant-rule/)April 27, 2024 (https://energynewsbeat.co/2024/04/) Stu Turley (https://energynewsbeat.co/author/stuartsandstonecg-com/)ENB Pub Note: I will discuss this article on the Daily Energy News Beat Stand Up. Look at the two videos at the end of the article to get a sense of the utter futility […] (https://energynewsbeat.co/biden-administration-finalizes-power-plant-rule/)Exxon is working on tech to remove CO2 from atmosphere but a breakthrough is needed to slash costs (https://energynewsbeat.co/exxon-is-working-on-tech-to-remove-co2-from-atmosphere-but-a-breakthrough-is-needed-to-slash-costs/)April 27, 2024 (https://energynewsbeat.co/2024/04/) Stu Turley (https://energynewsbeat.co/author/stuartsandstonecg-com/)Exxon is working on direct air capture technology to remove carbon dioxide emissions from the atmosphere as a tool to address climate change. Exxon CEO Darren Woods said the technology is currently unaffordable, with CO2 […] (https://energynewsbeat.co/exxon-is-working-on-tech-to-remove-co2-from-atmosphere-but-a-breakthrough-is-needed-to-slash-costs/)As solar capacity grows, some of America’s most productive farmland is at risk – Who pays for the EOL land reclamation? (https://energynewsbeat.co/as-solar-capacity-grows-some-of-americas-most-productive-farmland-is-at-risk-who-pays-for-the-eol-land-reclamation/)April 27, 2024 (https://energynewsbeat.co/2024/04/) Stu Turley (https://energynewsbeat.co/author/stuartsandstonecg-com/)JASPER COUNTY, INDIANA, April 27 (Reuters) – Dave Duttlinger’s first thought when he saw a dense band of yellowish-brown dust smearing the sky above his Indiana farm was: I warned them this would happen.

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner and Stuart Turley discuss various energy topics, including the challenges and cost overruns associated with offshore wind projects in New York, implications of regulatory changes in the wind and hydrogen sectors, and geopolitical shifts affecting global energy markets. They highlight issues with California's solar power management, concerns about U.S. energy policies under the Biden administration, and the financial state of Tesla. Additionally, they cover international agreements and developments, such as Oman's LNG agreement with Turkey and the resilience of Russian oil and gas revenues despite sanctions, reflecting on the broader impact of these developments on global energy strategies and environmental considerations.Highlights of the Podcast00:00 - Intro00:59 - 3 offshore wind projects nixed in New York03:48 - Biden administration considers scrapping its cutting-edge proposal to slash power plant pollution06:22 - Oman LNG signs 10-year gas supply agreement with Turkey’s Botas Petroleum08:44 - Biden’s damaging war against American energy production10:58 - Rooftop solar panels are flooding California’s grid. That’s a problem.13:56 - Tesla Investors Brace for Worst Financial Report in 7 Years16:34 - Reuters Estimates: Russian Oil and Gas Revenue to Double in April18:05 - Outro Please see the links below or articles that we discuss in the podcast.3 offshore wind projects nixed in New York (https://energynewsbeat.co/3-offshore-wind-projects-nixed-in-new-york/)April 19, 2024 (https://energynewsbeat.co/2024/04/) Stu Turley (https://energynewsbeat.co/author/stuartsandstonecg-com/)New York canceled power contracts for three offshore wind projects Friday, citing a turbine maker’s plans to scrap its biggest machines. The news is a heavy blow to the U.S. offshore wind industry and a […] (https://energynewsbeat.co/3-offshore-wind-projects-nixed-in-new-york/)Biden administration considers scrapping its cutting-edge proposal to slash power plant pollution (https://energynewsbeat.co/biden-administration-considers-scrapping-its-cutting-edge-proposal-to-slash-power-plant-pollution/)April 20, 2024 (https://energynewsbeat.co/2024/04/) Stu Turley (https://energynewsbeat.co/author/stuartsandstonecg-com/)CNN – The Biden administration is contemplating scrapping the most cutting-edge aspect of its highly anticipated and impactful power plant pollution rules, two sources familiar with the plan told CNN. The administration may also allow […] (https://energynewsbeat.co/biden-administration-considers-scrapping-its-cutting-edge-proposal-to-slash-power-plant-pollution/)Oman LNG signs 10-year gas supply agreement with Turkey’s Botas Petroleum (https://energynewsbeat.co/oman-lng-signs-10-year-gas-supply-agreement-with-turkeys-botas-petroleum/)April 20, 2024 (https://energynewsbeat.co/2024/04/) Stu Turley (https://energynewsbeat.co/author/stuartsandstonecg-com/)Muscat – Oman LNG Company announced on Friday the signing of a new sales and purchase agreement (SPA) with Turkey’s Botas Petroleum Pipeline Corporation. Under the agreement, Oman LNG will supply 1mn metric tonnes per annum […] (https://energynewsbeat.co/oman-lng-signs-10-year-gas-supply-agreement-with-turkeys-botas-petroleum/)Biden’s damaging war against American energy production (https://energynewsbeat.co/bidens-damaging-war-against-american-energy-production/)April 22, 2024 (https://energynewsbeat.co/2024/04/) 

Another merger, another Deal Spotlight! On today’s episode, we talk all things OFS and the merger of SLB + ChampionX that happened earlier this year. To break all this down, we needed to find an expert, and Jeff Krimmel is that expert!He joins the show to discuss all things OFS, market dynamics, pricing, and future segment forecasts before diving into this merger from all angles. SLB is making a clear statement: the future of US Shale is in production longevity, not drilling. Jeff points out some really interesting tidbits surrounding the nature of the press releases and in the end, gives it his blessing.Thanks again to Jeff Krimmel for joining the show.Until the next deal!Links:Jeff Krimmel Newsletter: https://jeffkrimmel.carrd.co/ (https://jeffkrimmel.carrd.co/)Jeff’s LinkedIn: https://www.linkedin.com/in/jeffkrimmel/ (https://www.linkedin.com/in/jeffkrimmel/)Jeff’s Website: https://krimmelsg.com/ (https://krimmelsg.com/) Highlights of the Podcast 00:00 – Introduction and overview of the Schlumberger Champion X oilfield service merger discussion01:37 – Discussion about Jeff Krimmel’s recent keynote address03:22- Overview of Jeff Kimmel's background in oilfield services and strategy05:06 – Discussion about market pricing strategies in oilfield services08:28 – Analysis of the Schlumberger Champion X merger17:32 – Current sentiment in the oilfield services market25:03 – Detailed breakdown of the Schlumberger Champion X merger highlights27:43 – Discussion on the future of operational expenditure in oilfield services29:47 – Examination of Champion X’s business focus and how it complements Schlumberger36:00 – Discussion of synergies and financial aspects of the merger44:50 – Final thoughts on the Schlumberger Champion X merger and its impact on the oilfield services industry50:10 – Conclusion and wrap-up of the episode

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner discusses several significant developments in the energy sector. Key topics include OPEC's planned increase in oil production from July, ...

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner discusses various significant updates in the energy sector and financial markets. He begins with California's potential lawsuit against Exxon Mobil for plastic pollution, emphasizing the state's two-year investigation into the company's alleged deceptive practices around recycling. Tanner also covers the financial performance of major companies, noting Tesla's significant revenue decline and renewed focus on affordable models, Halliburton's highest quarterly earnings in over a decade with strong international sales, and Matador's first quarter earnings with high capital expenditures. Additionally, he touches on the financial market trends, including a notable rise in crude oil prices influenced by a weakening dollar, and the overall positive movements in the S&P 500 and Nasdaq.Highlights of the Podcast00:00 - Intro01:19 - California Considers Suing Exxon Over Plastic Pollution04:04 - Oil rises as dollar slips, focus shifts to economic data05:56 - Tesla Investors Brace for Worst Financial Report in 7 Years08:36 - Halliburton posts highest quarterly revenue in over a decade10:04 - Matador Resources Company Reports First Quarter 2024 Financial and Operating Results11:53 - EQT Reports First Quarter 2024 Results14:36 - Outro Please see the links below or articles that we discuss in the podcast.California Considers Suing Exxon Over Plastic Pollution (https://energynewsbeat.co/california-considers-suing-exxon-over-plastic-pollution/)April 23, 2024 (https://energynewsbeat.co/2024/04/) Mariel Alumit (https://energynewsbeat.co/author/malumitsandstone-group-com/)California is close to completing a two-year investigation into Exxon on allegations of plastic pollution. After that, the state will decide whether to sue the supermajor for polluting or not. That’s what California’s Attorney General […] (https://energynewsbeat.co/california-considers-suing-exxon-over-plastic-pollution/)Oil rises as dollar slips, focus shifts to economic data (https://energynewsbeat.co/oil-rises-as-dollar-slips-focus-shifts-to-economic-data/)April 23, 2024 (https://energynewsbeat.co/2024/04/) Mariel Alumit (https://energynewsbeat.co/author/malumitsandstone-group-com/)NEW YORK, April 23 (Reuters) – Oil prices rose a dollar a barrel on Tuesday as the U.S. dollar index fell to its lowest level in more than a week and as investors shifted their […] (https://energynewsbeat.co/oil-rises-as-dollar-slips-focus-shifts-to-economic-data/)Tesla Investors Brace for Worst Financial Report in 7 Years (https://energynewsbeat.co/tesla-investors-brace-for-worst-financial-report-in-7-years/)April 23, 2024 (https://energynewsbeat.co/2024/04/) Mariel Alumit (https://energynewsbeat.co/author/malumitsandstone-group-com/)Tesla is slated to report earnings today and, as FT notes, investors are bracing for the “worst results in 7 years” from the EV manufacturer. Analysts predict that Tesla will post revenues of $22.3 billion for […] (https://energynewsbeat.co/tesla-investors-brace-for-worst-financial-report-in-7-years/)Halliburton posts highest quarterly revenue in over a decade (https://energynewsbeat.co/halliburton-posts-highest-quarterly-revenue-in-over-a-decade/)April 23, 2024 (https://energynewsbeat.co/2024/04/)