Energy News Beat Podcast

• Invest in Oil NOW Before Its Too Late - ENB Weekly Recap

  In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into the oil market's outlook, focusing on Goldman Sachs' bearish predictions for oil prices, forecasting $56 per barrel by next year, despite rising global demand. The conversation touches on supply-side factors, including OPEC's market adjustments and potential geopolitical risks, and explores investment strategies in the oil and gas sector. While Goldman Sachs sees a price dip, the discussion highlights the importance of unconventional to conventional drilling shifts for profitability. The episode also delves into the challenges of nuclear and renewable energy development, emphasizing critical minerals and the impact of political decisions on energy economics.Highlights of the Podcast 00:00 - Intro00:13 - Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters05:39 - DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces09:30 - President Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.13:59 - Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals17:14 - Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive20:55 - OutroPlease see the links below or articles that we discuss in the podcast.Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics mattersDAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into PiecesPresident Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical MineralsSpain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensiveFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

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• Is Nuclear Making a Renaissance?

  Robert Bryce and Doug Sandridge join David Blackmon and Stu Turley to unpack what Trump’s bold executive orders mean for nuclear energy in America. From the push to quadruple nuclear capacity by 2050 to lessons from Germany’s energy policy reversal, the panel offers sharp analysis on the real potential and challenges of a nuclear resurgence.They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you're an energy pro or just curious about the future of power, this conversation delivers insight, urgency, and a dose of realism.Some of the key issues were around the fact that we have to lower regulations, and we have questions about the nuclear reactors on federal land. Will that help speed things up or slow them down? Can we export our nuclear reactors by possibly utilizing the military? Like the US Merchant Marines? Use them and sell the reactors as a service with Military protection, or even, like the Russians have proven, the Nuclear Reactors on ships and pull them up to a grid connection, like an LNG to Power plant configuration in Vietnam.They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you're an energy pro or just curious about the future of power, this conversation delivers insight, urgency, and a dose of realism.Robert Bryce, thank you for stopping by the Energy News Beat and the Energy Impacts podcast with David Blackmon. Both of your energy leadership skills are needed now more than ever. Douglas C. Sandridge - Thank you for taking the time to be on the podcast, even while traveling in Europe. Your passion for advocating for nuclear energy through your Oil and Gas Executives for Nuclear group is making a difference. https://theenergynewsbeat.substack.com/https://robertbryce.substack.com/https://blackmon.substack.com/https://douglascsandridge.substack.com/If you care about energy, this one’s a must-listen.Highlights of the Podcast00:01 – Intro to the Podcast02:40 – Executive Orders on Nuclear Energy04:59 – Unrealistic Nuclear Growth Goals07:55 – Need for Standardization10:55 – Executive Orders vs. Policy12:53 – Defense Production Act17:12 – Merchant Marines & Nuclear Export19:18 – Global Leadership & Costs22:10 – Lessons from Barakah24:00 – Oil & Gas Workforce Transition27:34 – Nuclear Power Ships28:59 – Natural Gas as Bridge Fuel33:28 – Uranium & Reprocessing39:58 – Grid & Transmission Constraints46:46 – Data Centers and Microgrids49:47 – Final Thoughts52:44 – DOE Loan Program Concerns54:03 – Where to Find us

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• Solar is MORE expensive than Gas (w/ receipts)

  In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner expose the true costs of solar energy, citing data from Doug Sheridan that reveals solar is significantly more expensive than natural gas across Europe—except in Spain and Portugal. They highlight the added costs of transmission and infrastructure and question whether energy policy is driven by politics rather than economics. Other stories include the struggling solar market amid economic headwinds, water management issues threatening the Permian Basin’s oil output, green corridor projects raising greenwashing concerns, and Texas legislation targeting inactive oil wells with stricter deadlines.Highlights of the Podcast 00:00 - Intro01:19 - Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensive05:03 - Has the solar market seen better days? Economic Headwinds Threaten Solar Industry’s Bright Future07:28 - The Crude Truth: Water Management Challenges Threaten Permian Basin Oil Production10:16 - World’s largest port launches three European green corridor projects – is this just greenwashing at it’s finest, or does it have any value?13:02 - Texas oil companies face new deadlines to plug inactive wells18:31 - Markets Updates20:27 - OutroPlease see the links below or articles that we discuss in the podcast.Spain – the aftermath by Doug Sheridan – Wind and Solar are infact more expensiveHas the solar market seen better days? Economic Headwinds Threaten Solar Industry’s Bright FutureThe Crude Truth: Water Management Challenges Threaten Permian Basin Oil ProductionWorld’s largest port launches three European green corridor projects – is this just greenwashing at it’s finest, or does it have any value?Texas oil companies face new deadlines to plug inactive wellsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

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• Why Goldman Sachs Is Wrong (Again) About Oil Prices!

  In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down major headlines, including the Trump administration’s fast-tracking of a Utah uranium mine as part of a critical minerals push, Egypt’s surprising shift to LNG imports despite being a former exporter, and Cheniere’s latest Corpus Christi LNG expansion milestone. They dive into oil price trends, reacting to Goldman Sachs' bearish forecast of $52–$56 oil through 2026, and contrast it with ongoing global demand growth. The episode closes with a debate on future energy investments, highlighting the strategic shift from unconventional to conventional drilling as prices stay in the $60 range.Highlights of the Podcast 00:00 - Intro01:20 - Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals04:38 - Second FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy?06:52 - Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion train11:31 - Markets Updates13:34 - Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters19:01 - OutroPlease see the links below or articles that we discuss in the podcast.Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical MineralsSecond FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy?Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion trainWhere Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics mattersFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

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• Oil Back to $100?!

  In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner dive into Trump’s escalating energy dilemma as potential secondary sanctions on Russia could spike oil prices to $100 — a political win for Democrats but a headache for Trump. They also unpack Technip Energies’ Cyprus LNG deal, the decline of Northvolt’s battery production in Sweden, and OPEC’s strategic output boost that could squeeze U.S. shale. With oil rig and frack counts plummeting, LNG emerging as the long-term bet, and global capital flows shifting, the hosts explore where energy investments should pivot next in this volatile landscape.Highlights of the Podcast 00:00 - Intro01:34 - DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces05:29 - President Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.10:15 - Technip Energies bags Cyprus LNG gig – and how does this impact Cyprus’s clean energy?12:48 - Northvolt to Wind Down Battery Making in Sweden: A Blow to Europe’s Energy Transition16:01 - Markets Update18:04 - Rig Count Update18:10 - Frac Count Update18:49 - OPEC’s Latest Report: A Strategic Move to Challenge U.S. Shale Oil Companies?22:14 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into PiecesPresident Trump’s dilemma is now a huge political problem – Secondary sanctions to get Putin to stop the war will drive prices to $90 or $100 and is a win for Democrats.Technip Energies bags Cyprus LNG gig – and how does this impact Cyprus’s clean energy?Northvolt to Wind Down Battery Making in Sweden: A Blow to Europe’s Energy TransitionOPEC’s Latest Report: A Strategic Move to Challenge U.S. Shale Oil Companies?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

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