Energy News Beat Podcast

Michael Tanner, 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. Commodity Rollercoaster: Making Sense of the Wild Swings in Silver, Oil, and Gas

    1D AGO

    Commodity Rollercoaster: Making Sense of the Wild Swings in Silver, Oil, and Gas

    A wild way to end January trading with the Silver Crash of 2026, and how is oil going to shake out? We also cover earnings for Chevron, ExxonMobil, and Liberty Energy. The main topics discussed in thisEpisdoe of the Energy News Beat Stand-Up are: 1. The dramatic plunge in silver prices:   - The silver market saw a 37% single-day crash on January 30th, the worst day on record since March 1980.   - There are questions around potential market manipulation by entities like JP Morgan.   - The hosts discuss the underlying supply and demand factors impacting the silver market, such as China's export restrictions. 2. The global energy crisis and its impact:   - Europe is facing major challenges with energy security and affordability, leading to a resurgence of fossil fuel usage.   - Countries like China, India, and the UK are all ramping up domestic oil and gas exploration and production.   - The hosts analyze how this global energy crunch is affecting natural gas prices and availability in the US. 3. The role of natural gas and fossil fuels in the energy transition:   - Texas is doubling down on natural gas-fired power generation, including a massive 75.65 GW project.   - Major oil companies like Exxon and Chevron are increasingly partnering with data centers to provide dedicated, behind-the-meter power generation.   - The hosts discuss how this shift towards natural gas-powered data centers could impact midstream pipeline companies. 4. Earnings and financial performance of energy companies:   - The hosts review the latest quarterly earnings reports from companies like Liberty Energy, Exxon, and Chevron.   - They analyze trends like share buybacks, production growth, and the impact of assets like Guyana and Venezuela.   - The discussion touches on how these companies are transitioning towards more utility-like business models. 1.Silver Market Plunge Wipes Out Investors, and We Have Questions 2.The Monroe Doctrine in Full Display as Danish Firm Maersk Temporarily Takes Over Operations of Two Ports on the Panama Canal 3.Energy Security Starts at Home, and the EU and UK Are Waking Up 4.Largest Power Project In US Approved For West Texas Amid Gas Plant And Data Center Buildout 5.Liberty Energy Earnings Report for Q4 2025 6.Exxon Beats Expectations as Record Production Offsets Lower Oil Price 7.Chevron Beats Profit Estimates with Venezuela on a Roll Shout to Steve Reese and the entire Reese Energy Consulting group for sponsoring the Energy News Beat Podcast. https://reeseenergyconsulting.com/ Shout out to FeedSpot - Energy News Beat ranked #3 globally for top Energy Podcast https://podcast.feedspot.com/energy_podcasts/ Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

    42 min
  2. Oil Prices Surge on Iran Tensions and Declining Exploration

    4D AGO

    Oil Prices Surge on Iran Tensions and Declining Exploration

    You can't buy this kind of entertainment. When President Trump throws out a mean Truth Social post, he can move the markets, but when an Aircraft Carrier Strike group shows up near Iran and Iraq, the oil traders panic. It is quite possible that the Glut Narative may just roll off into the sunset, as Stu Turley has said on the podcast "Where's the Glut?" much like the "Where's the Beef" Wendy's commercial. We are seeing a commodities Supercycle surge, and did oil just make it to the Commodities Homecoming Dance? We cover critical investing and issues that will impact consumers in the oil and gas markets. The main topics discussed in this Energy News Beat Stand-UP are: 1. Geopolitical tensions and their impact on oil prices:   - President Trump's threats of military action against Iran and the resulting spike in Brent crude oil prices   - Concerns about potential supply disruptions from Iran and Iraq, which could further impact oil markets 2. Declining oil and gas exploration and investment:   - The plunge in global conventional oil and gas discovery volumes in recent years   - The decline in overall oil and gas capital expenditures, focused on short-cycle, low-cost projects   - The high percentage of production coming from post-peak oil and gas fields raising concerns about future supply 3. The changing dynamics in the oil and gas industry:   - The dichotomy between "drill, baby, drill" and "grow, baby, grow" approaches to production   - The role of refinery demand in determining the pricing and trading of different crude oil grades   - Saudi Aramco's efforts to change how OPEC monitors and prices oil, moving towards a more refinery-driven model 4. Potential mergers and acquisitions in the sector:   - The ongoing discussions around a potential merger between Coterra Energy and Devon Energy   - The involvement of activist investor Kimmeridge in pushing for this merger, including the potential nomination of Scott Sheffield to Coterra's board 5. Performance and outlook for oil and gas companies:   - The strong stock price performance of major oil companies like ExxonMobil and Chevron   - The potential opportunities in the mining and gold/silver sectors as a hedge against oil and gas market volatility Stories Covered in today's Energy News Beat Stand-Up 1.Brent Breaks $70 After Trump Threatens Iran With Military Force 2.Oil Options on Longest Bullish Run Since 2024 as Iran Risk Looms 3.Oil Exploration Drastically Lagging Demand – We are approaching a critical junction of lack of investment 4.Trinidad & Tobago: The $4 Billion Nat Gas Play 5.Gas Turbines Suffer Economic Hardships Due to Stress Placed on Them by Wind and Solar 6.Saudi Aramco Raises $4 Billion as Oil Prices Remain Under the Oil Glut Threat A shout-out to Reese Energy Consulting for sponsoring the Podcast: https://reeseenergyconsulting.com/ Check out: theenergynewsbeat.substack.com, Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

    31 min
  3. Energy Wars: How Oil and Geopolitics Collide. ⁨Robert Bryce Stops by the Energy News Beat Podcast.

    5D AGO

    Energy Wars: How Oil and Geopolitics Collide. ⁨Robert Bryce Stops by the Energy News Beat Podcast.

    Robert Bryce is an author and movie producer, and he has a great Substack at Robertbryce.substack.com. We consider him a national treasure, and he holds nothing back in this great interview. We explore the world to see how energy, oil, and geopolitics collide. As we release this podcast, US Ships are approaching Iran, and oil prices are responding. The main topics discussed in this Podcast are: 1. The role of energy, particularly oil, in global geopolitics and conflicts:   - The transcript discusses how targeting electrical grid infrastructure has been a common military tactic in major conflicts like the Iraq wars, the Russia-Ukraine war, and the situation in Venezuela.   - Controlling energy resources and infrastructure is seen as a key strategic objective in these conflicts. 2. The "dark fleet" and Venezuela's involvement in circumventing sanctions:   - The discussion touches on Venezuela's relationship with Russia and China, and how they have been using a "dark fleet" of tankers to move oil and bypass sanctions.   - This highlights how energy trade and financial mechanisms are being used to counter geopolitical pressure. 3. The shift towards a "Western Hemispheric energy powerhouse":   - There is discussion about the Trump administration's efforts to align the energy resources of the Western Hemisphere, including shale, oil sands, and Venezuela's heavy crude, under a framework that prioritizes reliable, low-cost supply.   - This is seen as a potential challenge to OPEC's influence. 4. The challenges facing the transition to renewable energy and electrification:   - The transcript touches on the growing demand for electricity, the constraints on the power grid and natural gas supply, and the difficulties in rapidly scaling up new energy infrastructure.   - There is a discussion about the role of natural gas, data centers, and new technologies like reciprocating engines in meeting this growing energy demand. 5. The performance and challenges of the electric vehicle (EV) market:   - The transcript discusses the significant financial losses incurred by legacy automakers in their efforts to compete with Tesla and enter the EV market.   - This is seen as an example of the industry misjudging the market and customer demand for EVs. Chapters/Time Stamps 03:27 War and how energy infrastructure is targeted 07:59 Energy is the key to geopolitics 14:35 Greenland is the New Green Deal 18:32 EIA Growing Electricity Demand 27:37 Natural Gas, and we may be too dependent on one source 32:41 EVs and the problems car makers have had, and caused. Check out Robert Bryce on his Substack: https://robertbryce.substack.com/ Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/ or the Energy News Beat Website https://energynewsbeat.co/

    38 min
  4. Nat Gas - Silver - Grid we have a lot to unpack including Canada and JP Morgan

    JAN 25

    Nat Gas - Silver - Grid we have a lot to unpack including Canada and JP Morgan

    There is a lot to unpack today, but if you want to make money, Silver, and Nat Gas are at the top of the list. The JP Morgan story with their silver problem is a wild ride for silver miners, and if you are looking to make some money, I show you the tools I am using. I do not give investment advice, just show you the tools and market information. Check with your CPA or certified investment professional. 1. The potential natural gas shortage in Europe and its impact on the silver markets. The host discusses how natural gas shortages could lead to rationing and impact energy-intensive silver refining processes in Europe. 2. The performance and outlook of various mining and petroleum stocks, including Helca Mining, Coeur Mining, Pan American Silver, and Exxon. The host analyzes the current stock prices, valuations, and earnings of these companies. 3. The potential impact on Canada if it signs a trade deal with China, and the threat of a 100% tariff by President Trump on Canadian products. Stu discusses the economic consequences this could have for Canada. There could be a 4% drop in GDP and the loss of hundreds of thousands of jobs. 4. The decision by Shell to shutter or divest around 1,000 retail gas stations in the US, with a significant impact felt in California. The host is critical of California Governor Gavin Newsom's energy policies. 5. The use of retired military engines for energy generation, which the host finds to be a promising idea.A great way to bridge the gap of demand for new natural gas turbines and get power to data centers behind the meter. 6. The performance of the overall stock market, with the Dow Jones down but the NASDAQ and S&P 500 up on the previous Friday. I do a quick run-through of some stock charts; let me know what you want to see in the future. Time Stamps 01:07 JP Morgan and silver crisis to $420 - how to look at making money 03:50 Storm Fern rolls through and how is the US Grid being powered 06:27 China signs a deal with Canada, and it may cost hundreds of thousands of jobs 09:13 Gavin Newsom steps in it again after Davos, Shell to shut down 1,100 gas stations 10:58 250 Actions the Trump adminstration has taken to ensure grid safety and lower prices 11:52 Sonsor Reese Energy Consulting 13:30 VectorVest Stock review of top stocks and what to look for in making money We do not give investment advice; rather, we show you the tools and resources we use. Please check with your CPA, or certified financial planner. 1.European Natural Gas Shortage May Impact Silver Refineries: Implications for Global Markets and Investment Opportunities 2.What Powers the U.S. Grid During a Major Storm 3.If China Signs a Deal With Canada, Trump Puts a 100% Tariff on All Products from Canada 4.Gov Newsom Under Fire yet Again as Shell Closes 1,100 Gas Stations, Causing Hardship on Citizens 5.250 Actions the Trump Administration and Congressional Allies Have Taken to Unleash Our Energy Potential 6.Newsom’s Presidential Ambitions Died in Davos 7.AI and Data Centers Spark Innovation – Like Retired Military Aircraft Engines for Energy Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/ The Energy News Beat YouTube Channel https://www.youtube.com/@energynewsbeat Check out the Energy News Beat Website https://energynewsbeat.co/ Check out if oil and gas is right for your portfolio https://sandstoneassetmgmt.com/invest-in-oil-and-gas/ Reese Energy Consulting https://reeseenergyconsulting.com/

    21 min
  5. Ensuring a Reliable and Affordable Texas Grid: An Interview with Dr. Brent Bennett of the Texas Public Policy Foundation

    JAN 23

    Ensuring a Reliable and Affordable Texas Grid: An Interview with Dr. Brent Bennett of the Texas Public Policy Foundation

    Just in time for the potentially crippling storm hitting the Southern Half of the United States, this podcast interview with Dr. Brett Bennett of the Texas Public Policy Foundation highlights the money spent on wind and solar, but not on resilience. While significant improvements have been made to the ERCOT Grid system, a fundamental issue remains. We have about $150 Billion in wind, solar, and batteries, and if we had spent only 25% less on renewables and put that toward resilience, we would not have concerns about grid stability. We are about to see how the grid holds up in this new storm rolling in this weekend. Key topics include: The main topics discussed in this transcript are: 1. The reliability and resilience of the Texas electricity grid:   - Dr. Bennett discusses how the Texas grid is still vulnerable to major winter storms, despite some operational improvements since the 2021 Winter Storm Uri.   - He explains that the underlying market design issues have not been adequately addressed, leading to a growing capacity gap and over-reliance on intermittent renewable sources like wind and solar that are not well-suited for winter peak demand. 2. The need to properly value reliability in the Texas electricity market:   - Dr. Bennett emphasizes that the current market structure overvalues cheap, intermittent energy sources like wind and solar, while undervaluing the reliability provided by dispatchable generation like natural gas.   - He argues that policymakers need to require wind and solar generators to meet certain reliability standards and pay for the transmission infrastructure they require. 3. The growth of data centers and their impact on the grid:   - We discuss the rapid growth of data centers in Texas and how they can be an asset or a liability for the grid, depending on how they are integrated and how they contribute to infrastructure costs.   - Dr. Bennett suggests that data centers should be required to pay their fair share for grid infrastructure and manage their energy usage to help reduce system volatility. 4. Decommissioning of wind turbines and managing the energy transition:   - The discussion touches on the growing issue of wind turbine decommissioning and disposal, noting that Texas has started to build a regulatory framework around this, but more work is needed.   - Dr. Bennett suggests that getting the market design right is key to ensuring a smooth and cost-effective energy transition, rather than relying on subsidies and policies that can distort investment signals. Overall, our discussion provides a comprehensive overview of the key challenges facing the Texas electricity grid and the policy changes that Dr. Bennett believes are necessary to ensure a reliable, affordable, and sustainable power system for Texas. Check out The Texas Public Policy Foundation https://www.texaspolicy.com/ Check out Dr. Bennett's LinkedIn https://www.linkedin.com/in/brent-bennett/ Check out the Substack https://theenergynewsbeat.substack.com/ Full transcript: https://energynewsbeat.co/

    54 min
  6. The Davos Crowd Just Got The Royal Trump Treatment

    JAN 22

    The Davos Crowd Just Got The Royal Trump Treatment

    On this episode of the Energy News Beat Stand Up, I cover the key issues around Davos, Greenland, and some investing stories around Oil Field Service Companies, and why this is important. The main topics discussed in this podcast are: 1. President Trump’s speech at the World Economic Forum in Davos, where he promoted America’s energy dominance and criticized policies like net zero emissions targets. 2. The potential acquisition or deal regarding Greenland, which the host suggests could be called the “Green New Deal” as a joke. 3. We give Newsom a shout-out as ourcriticism of California’s energy policies and the potential energy crisis in the state has helped our numbers and new subscribers. 4. Analysis of several oil and gas services stocks, including Schlumberger, Halliburton, Baker Hughes, and Liberty Energy. Liberty has successfully been changing its business model, and I am interviewing its CEO again in a few weeks. The nimble, profitable companies will thrive and survive. 5. Updates on crude oil inventory levels and energy market prices. Time Stamps00:38 President Trump's Davos speech 2:18 Can we call Greenland acquisition “The Green New Deal” just to mess with folks 05:03 Trump takes aim at Net Zero 06:28 Greenland Deal specifics and update 09:03 Gavin Newsom and President Trump Showdown is on deck 14:06 Post-Maduro Capture is a good time to look at Oil Field Service Stocks 21:04 Oil inventories up Stories Covered On the Podcast1.Trump’s Speech at Davos Sets the Choice of Grow Baby Grow or Keep Doing What You’re Doing 2.Trump Takes Aim at Britain’s Net Zero Agenda in Davos Tirade 3.Negotiations Over Greenland Are Moving in a Positive Direction, Says Trump 4.Trump vs. Newsom Energy Showdown is About to Start 5.Post Maduro Capture, Venezuela Is Not the Only Reason to Own Oil Field Services Stocks 6.US Crude Oil Inventories Up Just In -German Chancelor Merz says “We have become the world’s champions of over-regulation.”This is a brief part of the admission that they have failed, but the key point is that the once-great poster child of the Green New Deal has admitted they cannot go on under the old ways. But whether they will change is the key. Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/p/the-davos-crowd-just-got-the-royal It is clear that the Davos trip was wild. We will cover it on The Energy Realities Podcast on Monday, and I will have more clips and try to dig deeper into the highlights. Mark Carney and Gavin Newsom's behavior proves that they are not going quietly into the night, but will fight to be “stupid,” to use a Trumpism. Thank you to all of our great subscribers, patrons, and Steve Reese at the Reese Energy Consulting for sponsoring the Energy News Beat Podcast. Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/ Is oil and gas right for your portolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

    24 min
  7. Saudi Arabia's Energy Transition and the Evolving Global Oil Landscape

    JAN 21

    Saudi Arabia's Energy Transition and the Evolving Global Oil Landscape

    This interview on the Energy News Beat Podcast, Conversations in Energy with Stu Turley, has a globally impactful discussion around oil and leadership. In this wide-ranging discussion, Doug Sandridge, the founder of Oil and Gas Executives for Nuclear, shares his firsthand observations from a recent 16-day trip to Saudi Arabia. Sandridge provides a fascinating insider's perspective on the dramatic changes transforming Saudi society and the country's energy landscape. From the openness and modernization of Saudi cities to the kingdom's strategic shift towards developing its natural gas resources and renewable energy, Sandridge paints a picture of a nation rapidly evolving. The conversation also delves into the critical importance of the U.S.-Saudi relationship, as well as the broader global energy dynamics at play. Sandridge offers insights on the misconceptions around an "energy transition" away from fossil fuels, the volatility in oil markets, and Saudi Arabia's historical role as a stabilizing force. This interview offers a unique window into the shifting sands of the energy world, with Saudi Arabia emerging as a pivotal player on the global stage. As Stu Turley has been talking about, Saudi Arabia is critical to the new trading blocs and to new markets for growth. The new trading blocs are critical, and oil, gas, and nuclear are at the forefront. Providing the lowest-cost energy with the least environmental impact is critical. Check out Oil and Gas Executives for Nuclear: https://executives4nuclear.com/ Also Connect with Doug on his LinkedIn here: https://www.linkedin.com/in/douglas-c-sandridge-63996312/ Subscribe to his Substack here: https://douglascsandridge.substack.com/ Check out the video from the trip: https://theenergynewsbeat.substack.com/ 00:00 Doug Sandridge's trip to Saudi Arabia and observations about the country's changes: 09:00 Evolution of global energy markets and policies 10:18 Start of Saudi Arabia's oil : 23:25 Pictures of the trip Ottoman Empire 33:01 Saudi appears to want price stability 40:44 Return to supply and demand pricing 43:59 Energy Addition, not Energy Transition

    52 min
  8. No Need to Drill When Margins Are Gone - Harold Hamm

    JAN 18

    No Need to Drill When Margins Are Gone - Harold Hamm

    You won't want to miss this episode of the Energy News Beat Podcast, where Michael Tanner and Stu Turley cover some of the biggest stories in the energy markets today. The main topics discussed in this podcast are: 1. The oil and gas industry, particularly the challenges faced by oil producers due to low oil prices. This is evidenced by the discussion around Harold Ham's comments about the need to stop drilling when profit margins are low. 2. Geopolitical issues related to Venezuela, including the U.S. intervention and its impact on oil production and exports. The hosts discuss how this has affected Exxon's operations in neighboring Guyana. 3. Developments in the Canadian oil and gas sector, including the increasing trade ties between Canada and China, as well as the potential impact on Canada's energy exports. 4. Mergers and acquisitions in the U.S. shale industry, specifically the potential deal between Devon Energy and Coterra Energy, and the strategic rationale behind such consolidation. 5. Technological advancements in oil and gas exploration and production, such as the use of lasers for deep well drilling. 6. The broader geopolitical landscape and the shifting power dynamics, as discussed in the context of Mark Carney's comments on a "new world order". This will not end well for Carney. Time Stamps: 00:17 Challenges facing oil producers due to low oil prices 04:42 Why Exxon and Chevron are holding stock prices up while oil is down 09:25 USGS discovers new oil and gas deposits in Texas 13:18 Carney's Canadian carnage - what did he mean by new world order? 19:01 US seizes another dark fleet tanker 21:01 Finance Section and M&A deals All of the stories covered can be found at https://theenergynewsbeat.substack.com/ and https://energynewsbeat.co/ 1.Harold Hamm Says There Is No Need to Drill at $58 per Barrel 2.Why Chevron and Exxon are Holding Their Stock Price Even When Oil is Holding at $60 to $65? 3.USGS Unveils Massive Undiscovered Oil and Gas Resources in Texas’ Permian Basin 4.Mitsubishi Enters U.S. Shale With $5.2 Billion Haynesville Gas Deal: What Does This Mean for Investors and Consumers? 5.Carney’s Canadian Carnage: What He Means By a ‘New…world…order’ – David Blackmon 6.US Seizes Another Dark Fleet Tanker: Tightening the Grip on Sanctioned Oil Flows Shout out to Steve Reese and Reese Energy Consulting for Sponsoring the Energy News Beat Stand UP Podcast.

    34 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
    Michael Tanner, 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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