Energy News Beat Podcast

Stuart Turley
  • 4.6 (14)
  • DAILY NEWS
  • UPDATED WEEKLY

Covering the energy markets around the world, one story at a time. Our daily podcast keeps you up to speed on all the latest energy news while our weekly interviews with energy industry experts keep you in the know for all things energy development. Follow us at energynewsbeat.com

  1. Deindustrialization and the Energy Crisis - Former Prime Minister Liz Truss stops by The Energy News Beat Podcast

    6H AGO

    Deindustrialization and the Energy Crisis - Former Prime Minister Liz Truss stops by The Energy News Beat Podcast

    This was a fun podcast and is going out on both the Energy News Beat channel and the Crude Truth Podcast Channel with Rey Trevino. Former Prime Minister Liz Truss is a breath of fresh air, and I really enjoyed her answers, and Rey hit it out of the park with some great questions as well. We confirmed some key points I have been making: the British deep state has not had the United States' back. PM Truss drives home the fact that Net Zero costs more money and is a method of deindustrialization and control. By moving all of the jobs to China and electrifying everything, the consumers are the losers. The similarities of California, New York, and the UK are frightening. We hope to be a resource for PM Truss as she is trying to save her country. 1. British Economy & Energy PolicyLiz Truss discusses the UK's economic challenges, arguing that deindustrialization and over-reliance on renewable energy have driven up energy costs and harmed economic growth. She advocates for alternative energy strategies including fracking, removing windfall taxes on North Sea oil and gas, and positioning Britain as a net energy exporter. 2. Climate vs. Economic PrioritiesA central theme is the tension between climate change policies and economic interests. Truss contends that the current government has prioritized climate objectives at the expense of citizens' economic wellbeing, and calls for a rebalancing of these priorities. 3. UK-US Political ComparisonsThe discussion draws parallels between left-wing ideological influence in both countries, with references to figures like Alexandria Ocasio-Cortez. Truss praises Trump's "America First" energy approach and suggests the UK needs a similar policy revolution. 4. Geopolitics & Energy SecurityTopics include Iran's destabilizing role in the Middle East, the strategic importance of the Strait of Hormuz, and the need for stronger UK-US alignment on energy security and confronting geopolitical threats. 5. Media & Public DiscourseTruss criticizes mainstream UK media for insufficient coverage of green energy policy consequences and advocates for alternative media platforms and podcasts to amplify diverse viewpoints. Ten Years to Save the West! Check out her book: https://a.co/d/0e4Z71Em Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/ Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

    39 min
  2. Energy Under Siege

    23H AGO

    Energy Under Siege

    A wild day on the Energy News Beat Stand Up. - We even play a short from Former Prime Minister Lizz Truss as I just finished recording her podcasts with Rey Trevinio on a joint podcast with the Crude Truth and Energy News Beat. That episode airs tomorrow, and PM Truss is a class act, and you will love her attitude. The first story covering China, and how it impacts California, is a twist for a National Security Challenge that we will have with our Great Secretary of Energy Chris Wright, and our fantastic Secretary of the Treasury Scott Bessent. 1. Global Energy Supply DisruptionsChina halting gasoline, diesel, and jet fuel exports due to supply constraints in the Strait of HormuzImpact on major fuel importers including Singapore, South Korea, Japan, and Southeast AsiaTanker attacks in the Strait of Hormuz and ongoing "tanker war" concerns2. Saudi Arabia's Strategic ResponseThe East-West pipeline's role in bypassing Persian Gulf disruptionsIncreased exports through the Red Sea port of Yanbu as a mitigation strategy3. U.S. Government Energy PolicyPresident Trump's release of oil from the Strategic Petroleum Reserve (SPR) to stabilize global marketsImplementation of a $20 billion maritime reassurance program led by insurance firm Chubb to protect shipping through the Strait of Hormuz4. Domestic U.S. Energy PoliticsTrump's potential use of the Defense Production Act to override California regulationsPlans to reactivate idle offshore oil platforms in CaliforniaTensions between federal energy goals and California's climate policies5. Energy Security ConcernsCalifornia's energy security challengesQuestions about foreign influence (Chinese research) in state climate policies6. Energy Market AnalysisStock performance analysis of major energy companies (Valero, Venture Global, EQT, Cheniere Energy, Chevron, etc.)7. UK Energy IndependenceInterview with former UK Prime Minister Liz Truss discussing Britain's path to energy self-sufficiency through fracking and North Sea oil and gas resources 1.China Halts Fuel Exports Due to Supply Crunch in Strait of Hormuz 2.Saudi Arabia’s Pipeline Investment Pays Off 3.Two Tankers Struck in the Middle East: Escalating Tensions in the Persian Gulf 4.Trump Opens SPR for Emergency Release: A Bold Move Amid Global Oil Turmoil 5.U.S. Taps Chubb to Lead Trump’s $20B Insurance Plan for Hormuz Shipping 6.U.S. Taps Chubb to Lead Trump’s $20B Insurance Plan for Hormuz Shipping 7.Trump to Invoke Emergency Law for Offshore Oil Producer Sable – Can the Feds Intervene to Save the Refineries? 8.Why California Has an Oil and Gas Crisis… and China’s Involvement We have some new sponsors rolling in and great interviews rolling out. Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/ Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/ Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

    22 min
  3. Navigating the Energy Crisis Insights from the US Oil and Gas Association President

    2D AGO

    Navigating the Energy Crisis Insights from the US Oil and Gas Association President

    Tim Stewart stops by the Energy News Beat and Energy Impacts Podcasts David Blackmon kicks off this joint podcast with Tim Stewart, President of the US Oil & Gas Association, and we have a wild discussion. 1. Oil and Gas Industry Volatility The speakers examine the current unstable state of the oil and gas sector, focusing on fluctuating oil prices and their impact on companies and workers. They note how the industry is adapting differently than it did during the 1970s oil crisis. 2. Middle East Geopolitical Tensions A significant portion of the discussion centers on regional instability, particularly around the Strait of Hormuz, attacks on oil infrastructure, and the U.S. response. Iran’s involvement and international sanctions are also key points of discussion. 3. California’s Energy Crisis The speakers address specific challenges in California’s energy sector, including refinery closures, companies relocating out of state, and how state energy policies are affecting the broader national energy landscape. " So To my point is that from the national energy policy perspective, it wouldn't surprise me over the next six months if the energy department and department chairs start to become involved in California energy policy. It's going to make federalism a really interesting argument because it's a counterpoint, but it's got to be done. " Tim Stewart, President, US Oil & Gas Association 4. Government and Policy Involvement There’s substantial discussion about the federal government’s role in addressing energy challenges, potential federal intervention in state policies, and the relationship between the administration and Congress on energy matters. 5. U.S. Energy Dominance and Geopolitical Strategy The speakers explore how current events are reshaping global energy markets, potential shifts in international trading relationships, and America’s strategic positioning based on its energy resources and influence. 6. Industry Perception and Policy Challenges The discussion includes the oil and gas industry’s efforts to engage with policymakers, changing Congressional dynamics around energy policy, and the need for improved public understanding of the industry’s role and challenges. 01:41 Tim Stewart discusses the "Goldilocks zone" for oil prices 21:01 Tim predicts federal intervention in California energy policy 30:32 Cool Energy things 32:18 New trading blocs based on Energy policies 35:30 Tim Tim Stewart makes a strategic point about competing with Lloyd's of London We have some new sponsors rolling in and great interviews rolling out. Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/ Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/ Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

    49 min
  4. California's Energy Crisis: Why Oil Refineries Are Still Essential

    3D AGO

    California's Energy Crisis: Why Oil Refineries Are Still Essential

    Gavin Newsom has created one of the largest National Security Risks the United States has ever seen. 1. California's Declining Oil Refining Capacity The transcript focuses heavily on California's shrinking refining industry. It discusses how Chevron has warned that additional refinery closures could result in extreme fuel prices—potentially reaching $15 per gallon for diesel and gasoline. A key point is that California operates as an "energy island," isolated from the rest of the US and dependent on its own refineries and imports to meet energy demands. 2. The Critical Role of Oil Refineries The discussion emphasizes that crude oil has no practical value until it's refined into usable products. Refineries are presented as essential infrastructure, and the conversation highlights how attacks on refineries in places like Iran, Saudi Arabia, and Ukraine can have significant impacts on global fuel supplies. The transcript also notes the substantial time and investment required to build new refineries, making it difficult to quickly replace lost capacity. 3. Limitations of Renewable Energy The transcript argues that renewable sources like wind and solar have inherent limitations—they can only generate electricity, not the transportation fuels and oil-derived products that modern industrial societies depend on. It also points out that "green solutions" themselves still rely heavily on oil-based materials. 4. Geopolitical Implications of Energy Supply The discussion covers how refineries can become strategic targets in conflicts, and explores the risks of energy dependence, including China's fuel export bans and the importance of the Strait of Hormuz in global oil distribution. We have some new sponsors rolling in and great interviews rolling out. Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/ Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/ Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

    28 min
  5. The Venezuelan Financial Controls are Moving to Iran Next

    4D AGO

    The Venezuelan Financial Controls are Moving to Iran Next

    The Venezuelan Financial Controls are Moving to Iran Next - and this will help end the war, and give the Iranian people more control. Over 2 billion dollars a year will not be going to proxy fighters, and that could go right back into the Iranian people's interests. Improving their country. Hang on while we go through how. A comprehensive overview of the interconnected geopolitical, energy market, and financial aspects of the current energy crisis, with a particular focus on the Middle East tensions and their global implications. Based on the analysis, here are the main topics discussed in this transcript: 1. Middle East Geopolitical Tensions The transcript centers heavily on escalating conflicts involving the US, Israel, and Iran. It covers drone attacks on critical energy infrastructure in the region and discusses how these tensions are destabilizing the area, particularly around the strategically important Strait of Hormuz. 2. Global Energy Market Disruptions A significant focus is on how Middle East instability is rippling through global oil and LNG markets. The discussion includes rising oil prices, potential LNG shortages (especially from Qatar), and how major energy consumers like China and India are responding by diversifying their energy sources, particularly increasing purchases from Russia. 3. Financial and Hedging Strategies in Energy Sectors The transcript explores the complex financial mechanisms used by oil and gas companies to manage risk. It examines how current market volatility is affecting their cash flows, profitability, and hedging practices during this period of uncertainty. 4. US Government Policy and Energy Control There's substantial discussion of US government actions—particularly under the Trump administration—including sanctions, financial controls, and strategic efforts to influence global energy market dynamics and geopolitical outcomes. 5. Broader Geopolitical and Economic Consequences The transcript addresses wider implications of the energy crisis, including potential deindustrialization of Europe, shifts in energy trade flows toward Asia, and fundamental geopolitical realignments resulting from these energy market changes. The Stories we covered on today's Podcast on Energynewsbeat.co 1.The Oil and Gas Markets are Changing for Peace and Supporting the US Dollar 2.Fire Engulfs Shahr-e Rey Oil Refinery in Southern Tehran: Israeli Strikes Target Iran’s Energy Infrastructure 3.Iran Conflict Sets the LNG Markets on End: What Does This Mean for the Market, Investors, and Consumers? 4.Russia Following the Money: Shifting Gas and Oil Sales to Asia 5.The U.S. Merchant Marine Fleet Needs an Update 6.Iran-Linked Ships Transit as Others Wait for Insurance 7.US Oil Rig Count UP as WTI Moves UP to $92.21 Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/ Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/ Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

    45 min
  6. Qatar Halts LNG Production, and LNG Tanker Hit in the Mediterranean

    MAR 4

    Qatar Halts LNG Production, and LNG Tanker Hit in the Mediterranean

    The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean. 1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy. 2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region. 3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London. 4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries. 5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing. 1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for? 2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets 3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare 4.Chevron Warns of Irreversible Harm to California’s Economy and Energy Security in Letter to gov. Newsom 5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices 6.California will be a national security risk for the entire country! Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/ Check out David's Substack at https://blackmon.substack.com/ Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

    39 min
  7. The Oil and Gas Global Markets Update with David Blackmon and Stu Turley

    MAR 3

    The Oil and Gas Global Markets Update with David Blackmon and Stu Turley

    This was a wild discussion of the current global oil and gas markets with David Blackmon and Stu Turley. We covered stories from Energy News Beat and David's Substack. If you only have time for one podcast, this may be it, as we cover the markets and critical issues on how long this may last. Oil and natural gas prices:David and I discussed the recent spike in oil and diesel prices, with oil prices increasing by around 14-15% over two days. The hosts analyze the potential reasons and implications of these price increases.Geopolitical tensions in the Middle East:The discussion focuses on the Strait of Hormuz, a critical chokepoint for global oil and LNG trade, and the potential disruptions to shipping in the region due to tensions and conflicts.The transcript covers the involvement of various countries, such as Iran, Iraq, Saudi Arabia, and the UAE, in the regional dynamics and their potential impact on energy markets.Energy security and dependence:We discuss the concept of “energy security starts at home, but energy dominance starts at your exports,” highlighting the energy dependence of the European Union on Russian oil and gas.We also touch on the energy crisis in California and the challenges faced due to the shutdown of refineries and pipelines. And I am interviewing Ronald Stein on Monday to cover the latest crisis in California.U.S. foreign policy and geopolitics:The transcript delves into the Trump administration’s foreign policy actions, particularly in relation to Iran and Venezuela, and their potential impact on global energy markets and China’s influence.The hosts also discuss the shifting geopolitical alliances and the potential for Russia to improve its relationship with the United States.U.S. domestic politics and energy policy:The discussion touches on the upcoming elections in the U.S., particularly the Republican primary race in Texas, and the potential implications for energy policy and regulation.The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.Electricity pricing and grid resilience:The transcript delves into the issues surrounding the pricing of electricity, particularly the need to redefine the levelized cost of electricity for renewable energy sources to include the cost of storage and grid resilience. Starmer to Trump: “You Have No Plan.” Trump Replies: “Have You Been Following Venezuela’s Story?” At What Price Will the EU Open Russian Gas and Oil Pipelines? The Price for Oil May Go Up If the Bypass Pipelines Are Hit, and If Ship Insurance Is Not Approved How Long Can China Survive After Losing Venezuela and Iraq’s Discounted Oil Supplies? California will be a national security risk for the entire country! Qatar Halts LNG Production, and the European and Asia Markets Respond Check out David's Substack at https://blackmon.substack.com/ Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

    38 min
  8. Where is the Glut? The Iran Conflict Exposes the Glut Narrative with High Oil Prices Looming

    MAR 2

    Where is the Glut? The Iran Conflict Exposes the Glut Narrative with High Oil Prices Looming

    Where is the Glut? The Iran Conflict Exposes the Glut Narrative with High Oil Prices Looming Our prayers go out to our brave soldiers who have fallen today, and we pray for their families and the wounded for a full recovery. 1. Iran Conflict and Oil Markets The transcript extensively covers how escalating tensions between the US, Israel, and Iran are disrupting the oil market narrative. There's discussion of potential oil price spikes (potentially reaching $100-$120 per barrel for Brent crude) and the impact on regional oil shipments from countries like Saudi Arabia, Iraq, and Iran. 2. US Strategic Objectives The discussion explores the geopolitical strategy behind US military actions, suggesting the goal is to gain proxy control over Iran's oil and gas reserves. This is framed as leverage—not just against China, but also impacting the Bank of London and the EU. 3. US Oil Production and Investment Dynamics The transcript analyzes the resilience and growth of US oil production despite price volatility and geopolitical tensions. It compares investment returns between traditional oil and gas companies versus renewable energy companies, noting that renewable growth has been heavily subsidized by federal programs. 4. California's Refining Capacity There's discussion of regulatory pressure from the California Air Resources Board (CARB) attempting to force closure of the state's remaining seven refineries, which could result in increased imports from China and India. 5. Legal Developments in Energy Sector A significant topic is a North Dakota court ruling indicating Greenpeace may owe $345 million in damages related to Dakota Access pipeline protests, suggesting a potential shift in how the energy industry addresses activist litigation .1.The Iran Conflict Exposes the Missing Oil Glut Narrative 2.How the Iran Conflict Will Impact Global Oil Shipments by Country 3.The US Military Campaign Against Iran Is Part Of Trump’s Grand Strategy Against China 4.Resilient U.S. Oil Production Is a Boon to Trump. How Long Will It Last? 5.Energy Company Warns CARB on ‘The Stark Reality’ Driving In-State Refining Capacity to Zero of CA’s Remaining 7 Refineries 6.Judge Indicates He Will Order Greenpeace to Pay $345 Million in Oil Pipeline Case: A Turning Point in Climate Lawfare? Shout out to our Sponsor, Reese Energy Consulting https://reeseenergyconsulting.com/ Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/ Check out the Energy News Beat Website: https://energynewsbeat.co/ Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

    41 min
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4.6
out of 5
14 Ratings

About

Covering the energy markets around the world, one story at a time. Our daily podcast keeps you up to speed on all the latest energy news while our weekly interviews with energy industry experts keep you in the know for all things energy development. Follow us at energynewsbeat.com

Information

  • Creator
    Stuart Turley
  • Years Active
    2021 - 2026
  • Episodes
    298
  • Rating
    Clean
  • Copyright
    © Copyright Sandstone Media 2024
  • Show Website
    Energy News Beat Podcast

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