Russian Crude Prices SURGE Ahead of Fresh Sanctions
In this episode of the Energy Newsbeat Daily Standup,Stuart Turley and Michael Tanner discuss the surge in Russian crude prices ahead of new U.S. sanctions, highlighting the U.S. strategy on Russia and AI’s growing influence on grid reliability. They also cover Trump’s upcoming speech on AI and energy policy, the implications of U.S. tariffs, and Russia's crude exports. The conversation touches on the potential impact of global oil consumption trends, the challenge of "peak oil," and the latest developments in the energy sector, including ExxonMobil borrowing crude from the Strategic Petroleum Reserve due to quality issues.Highlights of the Podcast 00:00 - Intro00:15 - Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability03:50 - Trump’s “Major Statement” On Russia Is A Clumsy Attempt To Thread The Needle06:43 - Russia Crude Shipments Gain Ahead of Trump’s Sanctions Threat07:37 - Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High12:46 - Market Updates14:56 - ExxonMobil Borrows from SPR Due to Crude Quality Issue17:19 - OutroPlease see the links below or articles that we discuss in the podcast.Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid ReliabilityTrump’s “Major Statement” On Russia Is A Clumsy Attempt To Thread The NeedleRussia Crude Shipments Gain Ahead of Trump’s Sanctions ThreatPeak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time HighExxonMobil Borrows from SPR Due to Crude Quality IssueFollow Michael On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –
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Why Sanctions Don't Work?
In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner tackle the failures of sanctions on Russia, California's self-inflicted energy crisis under net-zero policies, and the economic fallout from offshore wind failures. They also discuss Trump’s controversial tariff threats, Russia’s seizure of Ukraine’s lithium assets, and Saudi Aramco’s financial pressures under low oil prices. The episode wraps with market updates, oil supply dynamics, and OPEC’s production shortfalls amid tight global inventories.Highlights of the Podcast 00:00 - Intro00:14 - California continues to devastate its economy for a net-zero dream world03:39 - 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump07:16 - Town Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade Failure08:49 - Why Aramco Can’t Win Under Trump’s Oil Price Doctrine13:17 - Markets Update14:49 - Oil Supply Surge Not Impacting Tight Oil Market17:48 - OutroPlease see the links below or articles that we discuss in the podcast.California continues to devastate its economy for a net-zero dream world100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President TrumpTown Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade FailureWhy Aramco Can’t Win Under Trump’s Oil Price DoctrineOil Supply Surge Not Impacting Tight Oil MarketFollow Michael On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –
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Can President Trump Take Control of California's Oil Refineries?
In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's potential to take control of California’s oil refineries to prevent a national security crisis amid closures threatening 17% of the state’s refining capacity. They explore the political fallout and the need for increased Alaskan oil production, followed by the opening of the first U.S. rare earth mine in 70 years. They also critique Europe's energy policy, including its costly shift away from Russian gas. The hosts provide insights on U.S. oil and gas market trends, including rising oil prices, declining rig counts, and the global impact of sanctions on Russia.Highlights of the Podcast 00:00 - Intro00:15 - Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?03:50 - Trump’s Push for New Oil and Gas Leases on Federal Lands: Implications for Investors, the U.S. Economy, and Alaska06:02 - First U.S. Rare Earth Mine in 70 Years Opens with Chris Wright On Site: A Game-Changer for Investors and Mining Technology07:46 - Europe Says They Won’t Need Russian Gas in the Future, But Do They?13:18 - Markets Update18:31 - United States Oil Rigs Continue Downward Trend Amid Price Uncertainty19:01 - Frac Count Update20:03 - OutroPlease see the links below or articles that we discuss in the podcast.Can President Trump Take Control of the California Refineries to Stop a National Security Crisis?Trump’s Push for New Oil and Gas Leases on Federal Lands: Implications for Investors, the U.S. Economy, and AlaskaFirst U.S. Rare Earth Mine in 70 Years Opens with Chris Wright On Site: A Game-Changer for Investors and Mining TechnologyEurope Says They Won’t Need Russian Gas in the Future, But Do They?United States Oil Rigs Continue Downward Trend Amid Price UncertaintyFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –
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DOE Report: Blackouts Surge, Investment Opportunities in Energy - ENB Weekly Recap
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers key developments including the DOE's alarming grid reliability report, signaling potential blackouts by 2030 and highlighting opportunities for investors in coal, natural gas, and nuclear sectors. The discussion also delves into the impact of the One Big Beautiful Bill on energy policies, regulatory reforms for oil, gas, and nuclear, and the evolving market conditions. Additionally, insights from the Dallas Fed Energy Survey reveal challenges in oil and gas production, while the surge in copper prices is explored in light of tariffs and growing demand for green energy infrastructure.Highlights of the Podcast 00:00 - Intro00:18 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear04:57 - Dallas Fed Energy Survey12:29 - Ghost Factories Are a Warning Sign for Green Manufacturing’s Future16:14 - Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?18:58 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch21:20 - DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape24:39 - Copper Prices to the Moon After Trump Announces 50% Tariff26:36 - OutroPlease see the links below or articles that we discuss in the podcast.The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and NuclearDallas Fed Energy SurveyGhost Factories Are a Warning Sign for Green Manufacturing’s FutureOil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?The World Needs Trillions in Oil and Gas Investment to Avoid a Supply CrunchDOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy LandscapeCopper Prices to the Moon After Trump Announces 50% TariffFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –
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Building Trust in AI: Data Squared’s Breakthrough for Energy & Defense
In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley speaks with Jon Brewton, CEO of Data Squared, about their groundbreaking work in AI and data management. Jon explains how their patented system eliminates AI hallucinations, making AI more trustworthy and transparent for industries like defense, energy, and engineering. They discuss the challenges of scaling AI, its applications in energy grid management, and the value of integrating various data types to optimize decision-making. This conversation sheds light on how AI can drive real-world solutions with reliability and explainability.This is huge, with new patents in hand, Data2 Squared is helping add accountability to AI. I have been learning a great deal about AI through the podcast series on AI and Data Centers, which is significant. The U.S. government and energy sectors will find Jon's company and his resources critical. For the U.S. to achieve energy dominance, it must also be AI Dominant. I applaud the accountability that Jon's team has successfully implemented. Check out https://data2.ai/Also connect with Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/Thank you Jon, for stopping by the podcast, and your leading the charge in AI security is critical for the United States - Stu Highlights of the Podcast 00:00 - Intro00:39 – What Is Explainable AI?01:11 – The Problem with AI Hallucinations03:15 – AI Systems and Trust Issues06:21 – Data Squared’s Solution08:32 – Real-World Applications in Energy10:35 – Filtering Out Inaccurate AI Outputs12:28 – Beyond Analytics: Building Trustworthy AI16:12 – The Echo Chamber of AI Training Data17:57 – Who Can Benefit from Data Squared’s Technology?18:49 – Opportunities in the Utility Sector20:08 – Achieving a Patent in AI Technology21:06 – The Impact on Defense and Engineering23:25 – The Role of Military Experience in Innovation26:22 – The Unlikely Team Behind the Innovation28:29 – Looking Ahead: Future Applications in Energy29:01 – Closing RemarksFor the full transcript, please head over to https://theenergynewsbeat.substack.com/
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
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