Energy News Beat Podcast

The main topics we cover today are: 1. Wind farm bankruptcies and land reclamation liabilities: - The transcript discusses the bankruptcy filing of a wind farm in Clay County, Texas, which had 119 wind turbines. The wind farm faced $103 million in hedge-related liabilities exacerbated by Winter Storm Uri in 2021. - The transcript highlights the broader issue of wind farms not having fully funded land reclamation plans, estimating a potential $89 billion liability across the U.S. wind turbine fleet. - It calls for reforms, suggesting that wind and solar farms should be required to pay for storage and land reclamation upfront as part of their operating costs. 2. California's energy challenges: - The transcript discusses California's energy quagmire, including skyrocketing electricity prices, frequent blackouts, and a heavy reliance on imported power. - It highlights California's moratorium on nuclear power and the potential to reopen the state's previously decommissioned nuclear facilities, such as Diablo Canyon, to address the energy crisis. 3. ConocoPhillips' asset sale in the Permian Basin: - The transcript examines ConocoPhillips' reported plans to sell certain assets in the Delaware Basin sub-region of the Permian Basin, valued at around $2 billion. - It provides insights into the company's strategy to streamline its portfolio and maintain production guidance amid a constrained capital expenditure environment. 4. Potential merger and acquisition activity in the Canadian oil sands sector: - The transcript discusses the anticipation of merger mayhem in the Canadian oil sands sector, driven by record production levels and diversified export destinations. - It mentions several Canadian oil companies, such as Suncor, Canadian Natural Resources, and Imperial Oil, that are eyeing potential U.S. listings. 5. Geopolitical tensions and their impact on oil markets: - The transcript discusses the potential risk of supply disruptions from Iran and Iraq, which has led oil traders to hedge against this risk. - It suggests that the market is pricing in a potential risk premium of up to $10 per barrel due to the escalating tensions. 6. Challenges faced by hyperscale data centers in securing reliable power: - The transcript examines the growing electricity demand from hyperscale data centers and the challenges they face in finding adequate and reliable power supply, particularly from renewable sources. - It questions the feasibility of data centers claiming to be 100% renewable, suggesting that nuclear power may be a necessary component.Based on the analysis, here are the main topics discussed in this transcript: 1.Clay County Texas Wind Farm Goes Bankrupt and Leaves Land Reclamation in Question 2.California Needs to End Its Outdated Nuclear Power Plant Moratorium to Survive 3.ConocoPhillips Considers Selling Permian Assets Worth $2 Billion: Implications for Investors and the Permian Basin’s Future 4.Canada’s Oil Sands Set Up for Merger Mayhem after Busy 2025 5.Trump 2.0’s Grand Strategy Against China Is Slowly But Surely Coming Together 6.Why Are Oil Traders Rushing to Hedge Iran Risk After a Wild Start to 2026 7.Power‑Hungry, Grid‑Locked : Where Hyperscalers Go To Find Their Next Megawatts Thank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/ Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/ Check out The Energy News Beat Website: https://energynewsbeat.co/ Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

On this edition of the Energy News Beat Stand Up, we cover some great stories, and at the top of the list is that Coal saved the grid and lives during Winter Storm Fern. But it raises a bigger question: we need to reprice electricity in the United States so wind and solar pay their fair share for grid resilience. We also have to ask the question. Can the "Board of Peace Replace the UN?" I, for one, would like to be 100% out of the UN, says Stu. **1. Coal's Critical Role in Grid Stability** The discussion emphasizes how coal power was essential during Winter Storm Fern, delivering 20 times more electricity than solar and batteries during peak demand. This highlights coal's irreplaceable value as a reliable backup during extreme weather emergencies. **2. U.S. Electricity Market Pricing & Dispatch Issues** The transcript critiques the current system for prioritizing renewable energy based solely on low marginal costs, while ignoring intermittency and backup needs. There's an argument for a more balanced approach that factors in full life-cycle costs and resilience considerations. **3. UN Replacement with a "Board of Peace"** A discussion about potentially replacing the United Nations with a more streamlined alternative organization, citing concerns about the UN's effectiveness and funding costs, with implications for U.S. involvement. **4. California's Energy Crisis** The conversation addresses California's energy challenges attributed to Governor Newsom's policies, and explores potential solutions like the Western Gateway Pipeline project to reduce the state's energy import dependency. **5. U.S. Withdrawal Threat from the International Energy Agency (IEA)** The transcript covers the Secretary of Energy's threat to withdraw from the IEA, criticizing it for prioritizing climate advocacy over energy security and suggesting this could reshape global energy policy. **6. Energy Company Financial Performance** Analysis of earnings, production guidance, and stock performance for major energy companies, including EQT, Liberty Energy, Exxon Mobil, Chevron, and Kinder Morgan. 1.Coal Kept the Grid Alive During Winter Storm Fern 2.Can the Board of Peace Fully Replace the UN? 3.California’s National Security Crisis Has a Solution 4.U.S. Threatens to Quit IEA Over Green Energy Advocacy 5.EQT Expecting $1B Windfall on Winter Storm Gas Price Rally 6.EIA: US Crude Inventories Drawn Down as Demand Increases 7.Newsom Cutting Clean Energy Deals with the U.K. Sparks Comments from President Trump We are ranked #1 in the US for Energy Podcasts and #4 globally. https://www.millionpodcasts.com/energy-podcasts/ Check out the Energy News Beat Substack: https://theenergynewsbeat.substack. Check out The Energy News Beat Website: https://energynewsbeat.co/ Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Ryan Norris from Americans for Prosperity in Arkansas stopped by, and we had a productive discussion about the great initiatives they are running to positively impact Americans in Arkansas. And yes, Stu asks the most important question in Energy News Beat history. "Ryan, are you related to Chuck Norris?" They are focused on saving consumers money while examining critical minerals, taxes, voting issues, and energy policies. - The upcoming 2026 legislative session and the potential for a special session to address the state income tax. - The role of Americans for Prosperity in advocating for their policy priorities and engaging with citizens. The podcast covers a wide range of topics related to Arkansas's economic, political, and cultural landscape, with a particular focus on Americans for Prosperity's initiatives and priorities in the state. **1. Americans for Prosperity's "Pathway to Zero" Campaign** The organization is actively working toward eliminating Arkansas' state income tax. This is a central focus of their advocacy efforts in the state, representing a major policy initiative aimed at economic growth and tax relief. **2. Education Policy and the LEARNS Act** There's a discussion of Governor Sarah Sanders' education choice agenda, specifically the passage of the LEARNS Act. This reflects the organization's support for education policy reforms that expand school choice options for Arkansas families. **3. Energy and Natural Resources Development** The transcript highlights Arkansas' emerging role in energy production, including: - The growing lithium industry and companies like Standard Lithium - The state's nuclear power capabilities and existing nuclear facilities - Positioning Arkansas as a hub for energy production and resource extraction **4. Arkansas' Economic and Business Environment** The conversation emphasizes the state's pro-growth policies and business-friendly climate under the current administration, including discussion of: - Strong transportation infrastructure (highways, rivers, and rail) - Economic development opportunities - The state's competitive advantages **5. Political Landscape and Governance** Discussion of Arkansas' political history, current leadership, and upcoming legislative priorities, including potential special sessions to address tax policy in the 2026 legislative session. **6. Grassroots Engagement and Civic Participation** Emphasis on the importance of citizen involvement and grassroots advocacy in shaping policy outcomes. Connect with Ryan on his LinkedIn https://www.linkedin.com/in/ryanwnorris/ Shout out to Steve Reese and Reese Energy Consulting for sponsoring the Energy News Beat Channel https://reeseenergyconsulting.com/ Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Jack Prandelli of The Merchants News Substack stopped by, and we had a blast visiting about huge changes in the oil and gas markets. At the end of the podcast, we also discuss how we should restructure electricity prices for consumers. 1. China's efforts to reduce its reliance on the US dollar: - China is shorting US Treasuries and buying gold to try to reduce its dependence on the US dollar in global trade, especially for commodities like oil. - However, China still relies heavily on importing oil and gas, which is priced in US dollars through the petrodollar system. 2. The growth of US LNG exports to Europe: - The US is rapidly expanding its LNG export capacity, which is helping Europe replace Russian gas. - A key company, OneOk, owns a large portion of the pipeline infrastructure market supporting US LNG exports. 3. The performance and strategies of major oil and gas companies: - Integrated companies like Exxon and Chevron are performing better than more specialized companies like Occidental. - European oil majors like BP and Total are struggling more, with BP considering asset sales. 4. OPEC's challenges in managing oil production and pricing: - OPEC has struggled to meet its own production targets, leading it to consider changes to its pricing mechanisms. - There are geopolitical tensions, like the US trying to influence OPEC members like Venezuela and Iran. 5. The role of natural gas, renewables, and nuclear power in the energy transition: - The guests discuss the pros and cons of different energy sources, arguing for a balanced approach that ensures reliable and affordable energy. - There are concerns about the ability of renewables alone to provide reliable power without fossil fuel or nuclear backup. Stu and Jack cover a wide range of topics related to the global energy markets, geopolitics, and the energy transition, with a focus on oil, gas, and LNG. Based on the transcript analysis, here are the main topics discussed: **1. China's De-Dollarization Strategy** China is actively working to reduce its dependence on the US dollar by shorting US Treasuries and accumulating gold. However, this effort faces a fundamental constraint: China's massive need for imported oil and gas, which are priced in US dollars through the petrodollar system, keeps it tethered to dollar-denominated trade. **2. US LNG Export Expansion** The US is rapidly scaling up its liquefied natural gas (LNG) export capacity, playing a crucial role in helping Europe transition away from Russian gas supplies. One Oak, a significant player, controls a large portion of the pipeline infrastructure that supports these exports. **3. Oil and Gas Company Performance** The discussion compares how different energy companies are faring: - Integrated majors like Exxon and Chevron are outperforming more specialized companies like Occidental - European oil majors (BP, Total) are struggling more significantly, with some considering asset sales **4. OPEC Production and Pricing Challenges** OPEC faces difficulties meeting its own production targets and is considering adjustments to its pricing mechanisms. Geopolitical tensions also play a role, with the US attempting to influence OPEC members like Venezuela and Iran. **5. Energy Transition and Power Sources** We debate the role of natural gas, renewables, and nuclear power in the energy transition, emphasizing the need for a balanced approach that maintains reliable and affordable energy while questioning whether renewables alone can provide consistent power without fossil fuel or nuclear backup. Connect with Jack on his LinkedIn here: https://www.linkedin.com/in/prandelligiacomo/ Check out the Merchant News Substack: https://themerchantsnews.substack.com/ Thank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/ Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/ Check out The Energy News Beat Website:...

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedIn The main topics and themes discussed in this podcast are: 1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure. 2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary. 3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false. 4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines. Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse. ## 1. **California's Energy Crisis** The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience. ## 2. **Energy Policy & Politics** The discussion examines the political landscape surrounding energy policy, including: - The SAVE Act and voter ID requirements - The EPA's endangerment finding for CO2 and its removal - Policy volatility depending on election outcomes - Governor Newsom's potential presidential ambitions and Democratic primary challenges ## 3. **Energy Markets & Geopolitics** This section explores international energy dynamics: - The EU's "grid socialism" plan and its effects on energy prices and grid stability - The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports - Geopolitical dimensions of energy trade - Analysis of claims about Russia and the US dollar system ## 4. **Doomberg Brand & Media Analysis** The transcript discusses the Doomberg media brand, including: - Its analytical approach and publishing strategy - Expansion...

What a great day on the Energ News Beat Stand Up with Michael Tanner and Stu Turley. We have some great stories for you, and all of them can be found on the Energy News Beat Site. We are already rolling into 2026 at a 2 million-per-month pace for people on our news site. So, like, subscribe and share to help the Show grow from #4 in the world for Energy Podcasts as rated by FeedSpot. The main topics discussed in this podcast are: 1. Ford and GM entering the energy storage market: - Ford and GM are leveraging their battery expertise to enter the energy storage market, aiming to own a slice of the value chain that supports EV grid stability and renewable integration. - The battery energy storage system market is booming, projected to reach $145 billion by 2027. - The podcast compares the financial performance of Ford, GM, and Tesla, highlighting that Tesla is generating more income despite lower revenue compared to Ford and GM. 2. Nuclear fuel recycling: - There are benefits to recycling nuclear fuel, as spent fuel rods still contain 95% of their original power. - Recycling spent nuclear fuel could be a valuable resource, but the transcript discusses the regulatory challenges and the need for innovation in the nuclear industry. 3. Alberta's potential independence: - The podcast discusses the push for Alberta's independence from Canada, driven by historical grievances and the desire to control their oil and gas resources. - It analyzes the potential financial viability of Alberta as an independent entity, considering factors like existing pipelines and oil royalties. - The podcast suggests that while Alberta could potentially thrive as an independent state, the likelihood of it actually happening is low. 4. Rising electricity prices in the UK: - The podcast discusses warnings from the British Gas boss about UK electricity bills soaring by 2030, primarily due to system costs from years of underinvestment in the grid. - It criticizes the UK government's handling of the energy transition, highlighting the responsibility for high electricity prices and the need for a more responsible approach. 5. Europe's energy challenges: - The podcast explores the "pending energy implosion" in Europe, where the intermittent nature of renewable energy has led to price volatility and reliance on expensive imports. - It provides examples of specific European countries, such as France and its challenges with maintaining its nuclear fleet, and the broader issue of deindustrialization due to the energy crisis. Here are the main topics discussed: **1. Ford and GM's Entry into Energy Storage** The automotive giants are expanding beyond vehicles into the battery energy storage market. This represents a strategic move to capture value in grid stability and renewable energy integration. The market is projected to reach $145 billion by 2027, and interestingly, Tesla is generating more income than Ford and GM despite lower revenue figures. **2. Nuclear Fuel Recycling** The discussion covers the potential of recycling spent nuclear fuel, which retains 95% of its original power. While this presents a valuable resource opportunity, the transcript highlights regulatory challenges and the need for innovation in the nuclear sector to make recycling viable. **3. Alberta's Potential Independence** The podcast examines the separatist movement in Alberta, driven by grievances over resource control and historical tensions. It analyzes the financial viability of Alberta as an independent entity, considering factors like existing pipelines and oil royalties, though concluding that actual independence is unlikely. **4. UK Electricity Price Crisis** British Gas leadership warns of soaring electricity bills by 2030, attributed to system costs from years of grid underinvestment. The discussion criticizes the UK government's energy transition approach and emphasizes the need for more responsible policy. **5. Europe's Energy Challenges** The podcast...

What a day on the Energy News Beat News Desk! In this Energy News Beat Stand-Up, we had a wild day on the News Desk! We cover some huge stories, and any one of them would be a great single podcast, but we have 8 stories and stocks that Stu reviews on VectorVest software. The main topics discussed in thispodcast are: **1. Ukraine War & Russia-U.S. Economic Relations** Stu Turley discusses a Bloomberg report about a Russian memo proposing a return to U.S. dollar-based trade as part of a potential broader economic partnership with the Trump administration. This development could signal a possible end to the Ukraine conflict and have significant implications for global geopolitics and energy markets. **2. U.S. Energy Engagement with Venezuela** Secretary of Energy Chris Wright made a high-level visit to Venezuela—the most significant U.S. energy-focused trip to the country in nearly three decades. The goal was to revitalize Venezuela's struggling oil sector through investments, licensing reforms, and legal changes. Chevron's return to processing Venezuelan oil in U.S. Gulf Coast refineries signals a thawing of U.S.-Venezuela energy relations. **3. Tightening Global Oil Markets** The discussion covers how U.S. sanctions pressure on Russian and Iranian oil flows is creating tighter-than-expected oil markets. Millions of barrels of sanctioned crude are accumulating in floating storage, affecting global supply dynamics. In a memo covered by Bloomberg, President Putin proposes trading the US dollar, signaling a potential end to the war in Ukraine. **4. Trump Administration's Coal Industry Support** President Trump issued an executive order leveraging federal purchasing power to sustain coal operations, framing it as a national security matter. The Tennessee Valley Authority (TVA) also decided to keep two major coal facilities operational beyond their originally scheduled closure dates. **5. Energy & Financial Markets Analysis** The transcript includes commentary on the performance of various energy sector companies (oil, gas, and coal) and the host's personal trading strategies and market observations. 1.The End to the Ukraine War May Be at Hand with Putin Asking President Trump to Return to the US Dollar 2.What Should Investors Look at After Secretary Chris Wright’s Trip to Venezuela? 3.Chevron Taps Into Venezuelan Oil as Crude is Being Processed in US. What does this mean for investors? 4.Vitol CEO Says Oil Market Tightens on Geopolitical Squeeze 5.Trump to Assign Pentagon to Buy Electricity from Coal to Keep Them Alive 6.TVA Does Not Want to Close Two Coal-Fired Power Plants: A Shift in Energy Strategy Amid Rising Dema 7.China’s Clean Energy Machine is Based on Oil and Coal to Survive 8.Trump Set to Repeal Landmark Climate Finding in Gigantic Regulatory Rollback Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/ Shout out to Steve Reese and the Reese Energy Consulting team at https://reeseenergyconsulting.com/

Chet Love stopped by the Energy News Beat Podcast, and we had an absolute blast. Chet has a wild background and is working to solve problems in the AI/Data Center and business space. We had fun talking about wind, solar, and how Elon's vision could hold the key. The main topics discussed in this podcast are: 1. The state of the US energy industry and grid infrastructure: - The challenges with renewable energy sources like solar and wind, and the need for a balanced energy mix including natural gas. - The importance of securing the supply chain and manufacturing capabilities for energy technologies within the US. - Concerns about grid security and vulnerabilities, especially related to equipment sourced from China. - The need to invest in and modernize the US energy infrastructure to meet growing demand, especially from data centers and new technologies. 2. The role of government policy and leadership: - Praise for the policies and actions taken by the Trump administration to support the energy industry and domestic manufacturing. - Criticism of the Biden administration's policies and their impact on energy security and affordability. - The importance of bipartisan, fact-based policymaking focused on serving the best interests of all Americans. 3. The future of technology and innovation: - The growth of AI, data centers, and other emerging technologies and their increasing energy demands. - Opportunities for technological innovations like space-based solar and advanced energy storage. - The need to align technological progress with energy infrastructure development. 4. The importance of American competitiveness and national security: - Concerns about China's growing influence and aggression, and the need to counter this through domestic energy and manufacturing capabilities. - The role of energy security in maintaining US global competitiveness and national security. Connect with Chet Love on his LinkedIn https://www.linkedin.com/in/chetlove/ Chet's article on Real Clear Energy America First Demands International Energy Alliances 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/

In this Super Bowl Sunday edition of the Energy News Beat Stand Up, we cover Wind and key oil and gas updates. With the Strait of Hormuz having threats of more tankers being seized, which is escalating short-term oil prices, we cover some hard, cold facts about wind. Let's push nationally to level the playing field for Wind and Solar by including their costs in projects, storage, and the additional maintenance that the spinning up and down of gas turbines pass on to consumers. With no subsidies for the wind, solar, and storage technology is supposed to be cheaper, let's install all of them. But let's include land reclamation, recycling, and grid resilience without subsidies, and see how many wind and solar farms get installed. The main topics discussed in this Energy News Beat Stand Up are: 1. The high costs and challenges associated with wind energy, including the need to frequently replace wind turbines, the lack of profitability, and the issues with recycling and disposing of old turbine blades. Michael Tanner and Stu Turley discuss how wind energy is not as cost-effective or environmentally friendly as it is often portrayed. They highlight examples like a wind farm in Texas that is replacing 100 turbines after only 5 years, and the toxic waste problems caused by abandoned and discarded turbine blades. 2. The advantages of traditional energy sources like natural gas and coal over renewable energy for grid reliability and resilience, especially in cold weather climates. The hosts argue that energy sources like natural gas and coal are better able to withstand extreme weather conditions compared to wind and solar, which can experience significant output drops during freezing temperatures. 3. The financial and regulatory challenges facing the renewable energy industry, particularly in states like New York that have set ambitious clean energy targets. The transcript discusses how the costs of implementing renewable energy are much higher than expected, leading to financial issues and a reliance on fossil fuels that contradicts the stated environmental goals. 4. The global expansion and technical expertise of U.S. oil and gas companies, and how they are leveraging this to gain a competitive advantage internationally. The discussion touches on how U.S. oil majors like Chevron and ExxonMobil are using their technical capabilities to grow their business overseas, in contrast to European oil companies that have shifted more towards renewable energy. We also cover Liberty Energy's different view of being an oilfield service company. 1.100 Wind Turbines Get an Upgrade in Texas, but at What Cost? 2.Texas Sues Wind Turbine Recycler Over 3,000 Blades Dumped In Sweetwater 3.Wind Costs Hitting New York’s Utopian Green-Energy Party Where It Hurts 4.Finland Wind Turbine Blades Freeze, Curbing Green Power Output. Yet another lesson on Grid Resilience 5.U.S. Oil Majors Are At the Front Lines of Energy Dominance Through Service 6.Liberty Energy Secures 330MW Power Deal to Support Data Center Expansion in Texas https://energynewsbeat.co/ https://theenergynewsbeat.substack.com/ Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/ Shout out to Steve Reese and Reese Energy Consulting for sponsoring the podcast. https://reeseenergyconsulting.com/

This series of storms highlights the need to rethink how electricity is priced for consumers in the United States. Wind and solar receive subsidies, have no end-of-life funds, and incur no grid-resilience costs when they can't generate. The current pricing model also does not include grid resiliency costs and the additional maintenance required for natural gas turbines to spin up and down during wind and solar generation. The additional maintenance costs are just passed on to consumers, who don't realize they are caused by wind and solar installations. The main topics discussed in this Energy News Beat Stand Up are: 1. The impact of recent winter storms on the U.S. energy grid and the performance issues with renewable energy sources like wind and solar during peak demand periods. The speaker argues that wind, solar, and storage need to be repriced to account for the additional costs they impose on the grid. 2. The launch of "Project Vault" by the Trump administration to establish a strategic critical minerals reserve and reduce U.S. dependence on foreign suppliers, especially China. The speaker highlights several companies that are expected to benefit from this initiative. 3. Siemens Energy's $1 billion investment to expand manufacturing of grid equipment in the U.S., creating 1,500 new jobs. The speaker praises the "approachability" of the Trump administration and the Department of Energy, which he says has made it easier for companies like Siemens to invest in Republican-led states. 4. The decline in OPEC oil production in January 2026, largely due to political turmoil in Venezuela. The speaker discusses the complexities of the global oil market, noting that "not all oil is created equal" and that OPEC is taking a cautious approach to production quotas and cuts. 5. India's continued imports of Russian oil, despite pressure from the U.S. to reduce reliance on Russian energy. The speaker argues that he does not fault India for buying cheap Russian oil, but criticizes California for importing Russian oil-derived jet fuel, which he sees as a national security risk. 6. The need for more truthful and fact-based reporting on energy issues by the mainstream media, which the speaker believes is often biased in favor of renewable energy. 1.Overreliance on Renewables Leaves Americans Out in the Cold, and Paying More for Electricity 2.Trump’s Project Vault Gives US Critical Minerals a Boost 3.Siemens Energy Commits $1 Billion to Ramp Up Manufacturing in US, Impacting Grid Equipment 4.OPEC Output Fell Last Month Due to Venezuela Turmoil 5.Oil Rises Amid Conflicting Reports on Iran 6.India Is Expected To Only Slowly Reduce Its Import Of Russian Oil 7.When will the Mainstream Media Report the Truth on Energy? Nick Deluliis Stops By to Talk about the Truth In Energy Shout out to Steve Reese and the Reese Energy Team at https://reeseenergyconsulting.com/ Sources: theenergynewsbeat.substack.com, nationalreview.com, Grok, electrek.co, eia.gov 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/

Nick Deluliis is a Director on the CNX Board and an author, bringing decades of experience to the discussion. On his website, he cites WSJ reporting and notes that the mainstream media (MSM) is letting the American Public down. He also raises some compelling points about how this can play out. With Bill Gates admitting we are not going to die from "Climate Crisis" to Larry Fink admitting at Davos that we need stable power, when will the MSM follow these stories? Is it up to the podcastsers? 1. Concerns about biased and inaccurate energy news reporting: The host and guest discuss how energy news reporting, particularly in outlets like the Wall Street Journal, often fails to provide objective, fact-based coverage. They cite the "Gell-Mann amnesia effect" where readers trust the reporting on topics they are unfamiliar with, even when the reporting on the guest's area of expertise (energy) contains significant flaws and omissions. 2. The challenges of transitioning the energy grid to renewable sources: The transcript explores how the push for large-scale adoption of wind and solar power has led to "manufactured inefficiencies" in energy systems. The guests argue that intermittent renewable sources are not viable replacements for reliable baseload power from fossil fuels and nuclear, resulting in grid instability and higher costs for consumers. 3. The importance of rational, fact-based energy policies: The discussion highlights how ideologically-driven energy policies, often favoring renewable energy over more reliable sources, have had negative consequences for energy affordability, grid reliability, and industrial competitiveness. The guests advocate for policymaking grounded in scientific and economic realities rather than political agendas. 4. The potential of the Marcellus Shale region for reviving American manufacturing: The guests express optimism about leveraging the abundant natural gas resources in the Marcellus Shale to support domestic manufacturing and economic growth, if policies enable the efficient development and utilization of these energy assets. 5. The emerging global divide on energy and climate policies: The transcript suggests a bifurcation of the world into two camps - those pursuing net-zero emissions policies that undermine industrial competitiveness, versus those focused on energy affordability and reliability to support economic prosperity. We emphasized the need for objective, fact-based journalism to inform the public and policymakers on the complex realities of the energy transition.

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/

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/

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. 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/

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/

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/

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/

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/

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.

The old way of doing business would not have changed the global markets. What a day on the news Desk! In this edition of the Energy News Beat Stand Up, we cover several key stories. 1. How President Trump changed the global oil market and his actions regarding Venezuela’s oil exports. The transcript discusses how the Trump administration captured Venezuela’s President Maduro and used new financial mechanisms to bypass the old system and fund Venezuela’s oil exports. Add to the mix that OPEC is looking to change the pricing models and matrices to use production and refinery demand, oh, like going back to supply and demand basics. As OPEC and OPEC+ were unable to increase production even with higher quotas last year. How is OPEC going to handle the pricing when President Trump’s Administration is managing the flow of oil for one of its members? Is the US now a de facto member of OPEC? The New Financial System Can Change the Entire Oil MarketSo the new financial mechanisms put in place are now accelerated through the use of Qatar’s banking and the funding of Venezuelan oil money to bypass the old system, royalties, and ownership claims, all through a veil of legal protections. Norway’s decision to award 57 new offshore oil and gas exploration permits reversed its previous plans to shut down the industry. The transcript highlights Norway’s commitment to maintaining high levels of oil and gas production. 3. The potential implications if the U.S. were to leverage its NATO membership to purchase Greenland. The transcript discusses the high financial and military costs Europe would face if the U.S. were to leave NATO. President Trump would not have to go to war if he cut a deal with them. Pay them in royalties, and it would be a slam dunk. 4. A study showing that New England ratepayers could save $400-700 billion by replacing wind, solar, and nuclear power with natural gas and nuclear power. 5. Tesla’s progress in building a lithium refinery in Texas that will produce enough battery-grade lithium to power around 1 million electric vehicles per year. This is an outstanding story about cleaner lithium, done in Texas, which is one of the reasons I watch Tesla Stocks. Time Stamps' 00:27 Sale of Venezuelan Oil, new markets in control 05:10 Norway ads 57 Drilling permits and expands oil and gas 07:12 What if President Trump uses NATO Membership as leverage for Greenland? 10:25 New England Rate Payers would save 700 Billion getting rid of wind and solar 13:30 Testla Lithium Refinery online 17:33 Stock Charts Full Podcast Video Stand Up Ad-Free for our Podcast Listeners Stories and their links: 1.How President Trump Changed the Global Oil Market and Sold Venezuelan Oil 2.Norway Awards 57 Drilling Permits in Offshore Oil, Gas Exploration Round 3.What If President Trump Uses NATO Membership as Leverage to Buy Greenland? 4.New England Ratepayers Would Save Up to $700 Billion Replacing Wind, Solar with Natural Gas, Nuclear 5.Tesla Lithium Refinery Steps Up to the Plate and Hits a Home Run for Energy Dominance in North America Tomorrow I am interviewing Doug Sandridge, Oil and Gas Executives for Nuclear Founder, who just got back from Saudi Arabia. We are going to talk about their latest news and what is going on with oil. Thanks to Steve Reese and the Reese Energy Consulting Group for Sponsoring the Energy News Beat Podcast in 2026.