Energy News Beat Podcast – Details, episodes &amp; analysis

EU Slashes Proposed Tariffs on Tesla’s China-Made EVs

ENB #217 Drilling Down: The State of Independent Oil and Gas in a Shifting Economy

lundi 2 septembre 2024 • Duration 25:39

In the Energy News Beat - Conversation in Energy with Stuart Turley and Rey Trevino III discuss the current state of the oil and gas industry, emphasizing the ongoing demand for oil, the challenges posed by rising costs, and the role of independent oil companies in the U.S. They highlight the importance of effective cost management, the potential of using stranded natural gas for Bitcoin mining, and the impact of political and economic factors on energy production. The conversation also touches on the differences between energy policies in Texas and California and the upcoming 2024 election.

Rey is on news shows and is a great resource for what is going on in the energy markets. He has his own podcast the Crude Truth, and is also a co-host on the 3 Podcasters Walk into a Bar.

Thank you Rey, for stopping by the ENB Podcast. I had an absolute blast.

Please follow Rey on his LinkedIn HERE: https://www.linkedin.com/in/reytrevinoiii/

Check out Rey's podcast the Crude Truth HERE: https://thecrudetruth.com/

Pecos Operating is HERE: https://pecosoperating.com/

For Audio Chapters

Highlights of the Podcast

00:00 - Intro

00:39 - Current Drilling and Production

01:07 - Importance of Low-Cost Energy

02:28 - Global Oil Demand and OPEC vs. IEA

03:00 - Impact of Rising Costs and Bidenomics

04:00 - Independent Oil Companies' Role in U.S. Energy

04:40 - Family Business Background and Outlook

07:45 - Comparison of Energy Policies: Texas vs. California

10:00 - Due Diligence in Drilling Operations

12:05 - Reworking Wells for Increased Production

13:08 - Challenges and Opportunities in Oil Deals

14:39 - Climate Transition and Economic Impacts

15:06 - Security and Technology in Oil and Gas

16:15 - Gas Prices and Natural Gas Production

18:08 - Bitcoin Mining and Stranded Gas

19:59 - Political Commentary on Digital Currency and Regulation

21:14 - Podcast Performance and Audience Engagement

23:56 - Final Thoughts and Contact Information

25:19 - Closing Remarks

Biden's Energy Policies Collapse

jeudi 22 août 2024 • Duration 14:17

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley, covers several key energy stories in this update. The European Union reduced proposed tariffs on Tesla's Chinese-made EVs, while Texas faces growing electricity demands amid a heatwave. Oil prices are seeing fluctuations as inventory reports vary, and Enbridge's CEO discussed the significant role of AI in U.S. LNG growth. Enbridge also cut tolls on its pipeline system due to new competition. Finally, David Blackman critiques the crumbling of Biden's energy policies, highlighting the financial struggles faced by the green energy sector due to inflation and higher interest rates.

Highlights of the Podcast

00:00 - Intro

01:19 - EU Slashes Proposed Tariffs on Tesla’s China-Made EVs

03:13 - Texas Faces Growing Electricity Needs

05:07 - Oil Ticks Higher as EIA Reports Inventory Draws Across the Board

06:26 - Enbridge CEO Ebel Sees ‘Colossal’ AI Power Use, US LNG Doubling

08:49 - Enbridge Cuts Tolls on Oil Pipeline System Amid New Competition

10:20 DAVID BLACKMON: Biden Exits As His Energy Policies Crumble All Around Him

12:52 - Outro

Please see the links below or articles that we discuss in the podcast.

Texas Faces Growing Electricity Needs

Oil Ticks Higher as EIA Reports Inventory Draws Across the Board

Enbridge CEO Ebel Sees ‘Colossal’ AI Power Use, US LNG Doubling

Enbridge Cuts Tolls on Oil Pipeline System Amid New Competition

DAVID BLACKMON: Biden Exits As His Energy Policies Crumble All Around Him

China’s Coal Production Surges to Meet Energy Demands

Big Oil profits

mercredi 21 août 2024 • Duration 12:16

Highlights of the Podcast

00:00 - Intro

00:58 - China’s Coal Production Surges to Meet Energy Demands

02:16 - Fed Confronts Up to a Million US Jobs Vanishing in Revision

04:00 - Harris -Walz are oblivious that the U.S. economy CAN NOT exist without crude oil

06:01 - Big Oil Cashes In as Clean Fuel Startups Falter

07:58 - Diary of a Mad(Natural Gas Producer)man

11:13 - Outro

Please see the links below or articles that we discuss in the podcast.

Fed Confronts Up to a Million US Jobs Vanishing in Revision

Harris -Walz are oblivious that the U.S. economy CAN NOT exist without crude oil.

Big Oil Cashes In as Clean Fuel Startups Falter

Diary of a Mad(Natural Gas Producer)man

Winter squeeze: Average energy bills could jump to £1,714

UK Energy Bills Go Up

mardi 20 août 2024 • Duration 13:56

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner discusses the potential rise in UK energy bills this winter, with prices possibly increasing by 9% to an average of £1,714 due to a new energy price cap forecast. He also covers a U.S. House hearing that revealed the potential for up to 48 wind blade failures per year from offshore wind turbines, raising environmental concerns. Tanner briefly touches on the recent drop in oil prices to $73.79, and mentions Apache's exploration of a $1 billion sale of its Permian assets.

Highlights of the Podcast

00:00 - Intro

01:11 - Winter squeeze: Average energy bills could jump to £1,714

03:36 - House Hearing Reveals U.S. Could Experience 48 Wind Blade Failures Per Year

09:36 - Markets Update

10:21 - Oil falls by more than $2 a barrel on Gaza ceasefire talks and weak Chinese economy

11:41 - Oil producer APA explores $1-billion sale of Permian assets, sources say

13:17 - Outro

Please see the links below or articles that we discuss in the podcast.

House Hearing Reveals U.S. Could Experience 48 Wind Blade Failures Per Year

Oil falls by more than $2 a barrel on Gaza ceasefire talks and weak Chinese economy

Oil producer APA explores $1-billion sale of Permian assets, sources say

A New Era for Nuclear Power in the U.S.

New Era For Nukes

lundi 19 août 2024 • Duration 19:21

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss several major global energy issues, including the potential reopening of the Palisades nuclear power plant in the U.S., the deteriorating safety situation at a Ukrainian nuclear plant amid ongoing conflict, power blackouts in Lebanon due to intensified clashes with Israel, and concerns about whether the West can build its own copper industry amidst rising demand. They also cover Russia's continued development of its LNG facilities despite sanctions and touch on broader geopolitical tensions and their impact on global energy markets.

Highlights of the Podcast

00:00 - Intro

01:17 - A New Era for Nuclear Power in the U.S.

04:20 - Safety at Ukraine nuclear plant deteriorates after nearby blast: IAEA

05:55 - Lebanon Faces Power Blackout as Clashes With Israel Intensify

07:13 - Can the West Afford to Build Its Own Copper Industry?

09:11 - Novatek Set to Dock Second LNG Unit at Sanctioned Arctic Plant

13:17 - Markets Update

16:39 - Rig Count Update

17:21 - Outro

Please see the links below or articles that we discuss in the podcast.

Safety at Ukraine nuclear plant deteriorates after nearby blast: IAEA

Lebanon Faces Power Blackout as Clashes With Israel Intensify

Can the West Afford to Build Its Own Copper Industry?

Novatek Set to Dock Second LNG Unit at Sanctioned Arctic Plant

Politicians Backing Net Zero Working Hard To Make Gas Prices Much Higher

Week Recap: Net Zero, Oil Efficiency, and Global Trade Tensions

samedi 17 août 2024 • Duration 20:57

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discuss a range of topics including the impact of net zero policies on gasoline prices, the increase in U.S. oil production despite fewer workers, and geopolitical tensions affecting the Strait of Hormuz. They also cover the high costs and inefficiencies of hydrogen subsidies compared to nuclear energy, and the role of coal in global energy. The episode concludes with a humorous take on AI advancements and their role in generating insights about peak oil and other topics.

Highlights of the Podcast

00:00 - Intro

01:36 - Politicians Backing Net Zero Working Hard To Make Gas Prices Much Higher

05:05 - U.S. Oil Industry Pumps Record Volumes with Fewer Workers

09:50 - We’re Burning More Climate-Warming Coal Than Ever. Why?

12:13 - Why the Strait of Hormuz Is a Focus of Worry Again

14:54 - “Green” Hydrogen Subsidies Are 1,900x Larger Than What’s Given To Nuclear

17:50 - When will the world hit peak oil? Elon Musk's Grok 2.0 is becoming a useful tool, and funny.

20:38 - Outro

Please see the links below or articles that we discuss in the podcast.

U.S. Oil Industry Pumps Record Volumes with Fewer Workers

We’re Burning More Climate-Warming Coal Than Ever. Why?

Why the Strait of Hormuz Is a Focus of Worry Again

“Green” Hydrogen Subsidies Are 1,900x Larger Than What’s Given To Nuclear

When will the world hit peak oil?

Elon Musk’s Grok 2.0 is becoming a useful tool, and funny.

When will the world hit peak oil?Elon Musk's Grok 2.0 is becoming a useful tool, and funny.

When will the world hit Peak Oil?

jeudi 15 août 2024 • Duration 16:59

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key energy headlines including Elon Musk's Grok 2.0 AI tool, breakthrough drilling technology unlocking 5 billion barrels of oil, Cheniere's prediction that Asian LNG demand will double by 2040, and Europe's increasing reliance on Russian fuel despite sanctions. They also cover the UK greenlighting its biggest undersea power link and review oil market trends, including an unexpected crude oil inventory build and fluctuating oil prices. The episode also touches on inflation trends and the potential for future Fed rate cuts.

Highlights of the Podcast

00:00 - Intro

01:31 - When will the world hit peak oil?

05:22 - Breakthrough Drilling Technology Could Unlock 5 Billion Barrels of Oil

06:24 - Cheniere expects Asian LNG demand to nearly double by 2040

07:29 - European gas price hike boosts Russian fuel sales, outstriping total EU aid to Ukraine

09:03 - UK’s biggest undersea power link gets green light

11:26 - Markets Update

12:22 - Weekly Petroleum Status Report

16:00 - Outro

Please see the links below or articles that we discuss in the podcast.

Breakthrough Drilling Technology Could Unlock 5 Billion Barrels of Oil

Cheniere expects Asian LNG demand to nearly double by 2040

European gas price hike boosts Russian fuel sales, outstriping total EU aid to Ukraine

UK’s biggest undersea power link gets green light

Elon Musk and Donald Trump X Interview Transcript "The interview that broke the internet"

Elon Musk and Donald Trump Transcript

mercredi 14 août 2024 • Duration 22:17

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss various energy-related headlines, including the surprising Elon Musk and Donald Trump interview on X, the disparity between green hydrogen subsidies and nuclear funding, and VP Kamala Harris's struggle to distance herself from her anti-fracking stance in Pennsylvania. They also touch on the ongoing gas flows between Russia and Ukraine despite the conflict, the high costs of the Biden administration's push for electric vehicles, and current oil and gas market volatility, particularly in relation to Middle Eastern tensions.

00:00 - Intro

01:35 - Elon Musk and Donald Trump X Interview Transcript

05:07 - “Green” Hydrogen Subsidies Are 1,900x Larger Than What’s Given To Nuclear

08:05 - In Pennsylvania, Harris can’t shake her anti-fracking past

10:49 - Ukraine and Russia Plan to Keep Gas Flowing Amid Fighting

12:39 - The True Cost Of The Biden-Harris Bet To Electrify Vehicles

15:19 - Oil Prices Under Pressure Despite Continued Geopolitical Uncertainty

19:11 - Chevron Starts Production at Anchor With Industry-First Deepwater Technology

21:57 - Outro

Please see the links below or articles that we discuss in the podcast.

Stu Turley

“Green” Hydrogen Subsidies Are 1,900x Larger Than What’s Given To Nuclear

In Pennsylvania, Harris can’t shake her anti-fracking past

Ukraine and Russia Plan to Keep Gas Flowing Amid Fighting

The True Cost Of The Biden-Harris Bet To Electrify Vehicles

Oil Prices Under Pressure Despite Continued Geopolitical Uncertainty