Energy News Beat Podcast

• Has California’s Oil and Gas Industry Hit the Point of No Return. Major Pipelines Could Be Closing Within Weeks

  Katy Grimes, Editor in Chief of the California Globe, and Mike Umbro stop by the ENB Podcast.This podcast rolled around because Katy Grimes, the Editor in Chief of the California Globe, wrote a brilliant story, “Has California’s Oil and Gas Industry Hit the Point of No Return?” and in that story, she is pointing out that the National Security Risk created by Gavin Newsom’s energy policies may have pushed the oil and gas business to the brink of collapse.On the podcast, we discussed that the main pipeline may shut down in weeks, meaning oil drilled in California will have to be trucked to refineries rather than put into the pipeline. Yes, you read that correctly. Shut down in weeks. We also ask, how many of those truck drivers are illegal migrants who can’t read, and we need thousands of trucks that don’t exist.The other huge issue is the sheer number of tankers that will be piling up off the coast, which is a real problem. There is a good chance that some are no longer part of the Dark Fleet and may not be seaworthy or insured.Key Chapter Time Stamps02:17 California’s Oil Crisis is now a Security Risk04:50 California Imports 70% of the oil it requires07:09 Permitting and Regulatory issues for E&P operators10:06 Crimson Midstream Pipeline, The San Pablo pipeline potential shutdown mid-December12:21 The largest oil spills were from Tankers, and we are going to see more tankers on the water, driving potential accidents up.13:51 Shout out to Gene Nelson, PhD., whom I just interviewed, and we talked about that interview that is now in production.16:06 Nuclear plants had been shut down to make way for wind and solar installations.18:52: The oil industry is over22:05 How to fix the broken system23:55 Alaska imports jet fuel, diesel, and gasoline, causing significant environmental damage.41:18 Mike Umbro, Energy Environmentalist: Well, that's about hugs and Chris Wright. I told you I don’t need a hug, I need a permit.Please make no mistake, we have a crisis brewing in California.Katy’s comment that Governor Newsom can’t be this incompetent and that it has to be deliberate really resonated with me while writing this summary.ENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy.https://energynewsbeat.co/request-media-kit/

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• New York to Ration Fossil Fuels. And Add New Taxes

  Michael Tanner and Stu Turley cover several significant developments in the energy industry.First, they discuss New York's new "Cap and Invest" program, which will ration and tax fossil fuels. We do not see this as being ineffective and costly for consumers. This will do nothing but drive more people out of New York and reduce taxable income as money leaves the state. There is a reason JP Morgan has moved its gold trading unit out of New York.Next, we examine the increasing isolation of Venezuela as its allies Russia and China step back amid heightened U.S. pressure. This has implications for Venezuela's significant oil reserves.We then cover ExxonMobil's interest in acquiring a Russian firm's stake in an Iraqi oil field, as U.S. sanctions impact the global energy landscape.The discussion shifts to the automotive industry, noting a pivot away from aggressive EV adoption towards more profitable hybrid vehicles in the U.S. Analyst Josh Young's insights on OPEC's production increases and the implications for spare capacity and oil market dynamics are also covered.Finally, we lament the collapse of California's oil and gas industry due to stringent policies and permitting challenges, and we criticize the state's governor.Key Time Stamps:00:17 New York to Tax more and Ration fossil fuels03:21 Venezuela is suddenly alone06:20 ExxonMobil looking over LukOil in Iraq08:57 Shift to hybrid cars will lower gasoline demand10:23 OPEC* Production13:17 Has California's Oil and Gas industry hit the point of no return?Stu will be interviewing Mike Umbro, and Katy Grimes, Editor in Chief of the California Globe, are live on LinkedIn, X, and YouTube to talk about the California story. "Has California’s Oil and Gas Industry Hit the Point of No Return? – California Globe"Here is the live link: https://www.youtube.com/live/9iQIhfX0ydM?si=82sbS7hGXOPeYNYVStories we covered today:1.New York’s climate law will ration fossil fuels and tax the rations – David Wojick on CFACT2.Venezuela is Suddenly Alone: Allies Step Back Amid Escalating U.S. Pressure3.ExxonMobil Looks Over Lukoil’s Iraqi Oilfield as U.S. Sanctions Finally Hit Home – What does this mean for Investors?4.The Shift to Hybrid Cars is Moving in the US5.OPEC+ Production Increases and Spare Capacity Audit – Oil Market Implications6.Has California’s Oil and Gas Industry Hit the Point of No Return? – California GlobeShout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/We have specials going on, so ask Stu for details.

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• America’s New Manufacturing Powerhouse: Why the Shale Crescent Will Lead the Next Boom

  In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Nathan Lord, President of Shale Crescent USA, to unpack why Ohio, West Virginia, and Pennsylvania may be the world’s most overlooked manufacturing and energy powerhouse. Nathan explains how the region’s abundant, low-cost natural gas creates a world-class advantage for petrochemicals, power generation, and reshoring manufacturing from Europe and China—while also cutting emissions by building near the fuel source. They dive into Europe’s deindustrialization, the risks of net-zero policies that export industry (and emissions) to China, the coming surge in gas demand from LNG and AI data centers, and why winning the “fuel race” is the key to U.S. energy security, grid reliability, and long-term prosperity for American workers.We wrote an introduction to this interview for the Energy News Beat Substack, and it included data compiled by Nathan and the Shale Crescent team. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityI look forward to more podcasts and interviews with CEOs from Ohio, West Virginia, and Pennsylvania to discuss this significant, strategic reindustrialization effort for the United States. Thank you, Nathan, for stopping by the Podcast, and I am looking forward to our follow-up conversations! - StuCheck out the Shale Crescent USA website here: https://shalecrescentusa.com/Connect with Nathan Lord on his LinkedIn here: https://www.linkedin.com/in/nathan-lord-230a99a9/Highlights of the Podcast 00:00 - Intro01:01 – What Is Shale Crescent USA?02:53 – Marcellus Gas Volumes & Global Ranking04:20 – Where Global Manufacturers Go Next05:35 – Trump, the Saudi Crown Prince & LNG Dreams06:02 – Maximizing the Molecule: From Gas to Booster Seats07:16 – Germany’s Net-Zero Deindustrialization09:06 – Europe’s Energy Insecurity vs. U.S. Shale Advantage11:15 – Energy Security at Home, Energy Dominance Abroad12:12 – How Shale Crescent Lands Global Projects13:07 – Stu’s Two-Track World & China’s Manufacturing Pull14:54 – Can the U.S. Beat China on Manufacturing Costs?17:51 – Onshoring, ESG & Emissions Reality20:26 – Is ESG Fading? Cleanest Molecule Wins21:51 – Rare Earths vs. “Rare Natural Gas” Advantage23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing24:11 – Who’s Locking Up Molecules (and Who Isn’t)26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power28:30 – Avoiding Blackouts & Winning the AI Fuel Race32:06 – Build on the Fuel Source: Speed to Power35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps37:39 – Man-Made Energy Problems & Leadership38:18 – How to Find Nathan & Shale Crescent USA39:08 – Closing: From Rust Belt to ProsperityFull transcript will be on https://energynewsbeat.co/Check out https://energynewsbeat.co/request-media-kit/

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• Will Ending the War Lead to Oil Price Drops?

  On today's episode of the Energy News Beat Stand Up, Michael Tanner and Stu Turley are a few pounds heavier from Thanksgiving!Key issues discussed today:Russia's oil and gas revenue is projected to decline sharply in November, potentially by as much as 35%. This revenue shortfall may be contributing to heightened diplomatic activity around the Russia-Ukraine war.- The potential impact on oil prices if the Russia-Ukraine war were to end. Michael Tanner argues that oil prices would likely go down, as Russia would be able to bring more oil supply back online. Stu Turley suggests prices could rise, as Russia would have more money to fund its operations.- The potential disruptions to oil supply, such as attacks on tankers in the Black Sea and disruptions to the Caspian Pipeline Consortium. However, the hosts seem to downplay the potential impact of these events on oil prices.We also discussed the ongoing dispute between a Texas oil executive and the state of California over offshore oil production. The hosts are critical of California's regulatory environment and its impact on energy production.Chapters 00:01 Intro00:21 Russia's oil and gas revenue may fall by 35%05:58 Caspian Pipeline Consortium halts Black Sea oil loading after Ukraine attack10:14 Texas Oil Mogul at war with Gavin Newsom's Energy Policies14:44 New Fortress Energy gets a 3 billion deal with Puerto Rico20:46 Closing1.Russia’s Oil and Gas Revenue May Fall in November by 35%, Reuters Calculations Show2.Caspian Pipeline Consortium Halts Black Sea Oil Loading after Ukraine Attack – And Black Sea tankers hit3.What If Venezuela’s Oil Is Shut Down and We Get Peace in Ukraine? Analyzing the Potential Impact on Oil Prices4.The Texas Oil Mogul at War With California Over an Offshore Bounty5.New Fortress Gets Tentative OK for $3 Billion Puerto Rico Deal – What Does This Mean for Investors?Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas Investing

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• Wyoming Fights Back Tyler Lindholm Exposes the Truth About America’s Energy Crisis

  In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Tyler Lindholm, Wyoming State Director of Americans for Prosperity, to break down the truth about America’s energy future, federal overreach, the wind farm subsidy scams, coal’s comeback, and why Wyoming is becoming the last line of defense for U.S. energy security.Lindholm exposes how federal land policies cripple ranchers, why baseload power still matters, how California depends on Wyoming to keep the lights on, and why renewable subsidies are collapsing under their own weight. They also dive into grid reliability, the “duck curve,” production tax credit scams, and how local citizens can take back control of energy policy.If you care about energy independence, rural America, or honest conversations outside the mainstream media… this is the episode to watch.Thanks for your leadership, Tyler, in Agriculture, Ranching, and Energy! I had an absolute blast visiting with you. - Stu.Connect with Tyler on LinkedIn: https://www.linkedin.com/in/tyler-lindholm-9119a259/???? Want to get involved?Visit: AmericansForProsperity.orgHighlights of the Podcast 00:00 - Intro00:32 – Why Wyoming Is a U.S. Energy Powerhouse01:02 – Wyoming’s Energy Priorities01:41 – Trump’s “Three Horsemen” of Energy Dominance02:01 – New Coal Plant Proposal03:10 – Reliable, Affordable Energy Is King03:35 – AFP’s Mission: Cutting Government Barriers04:24 – Federal Land Control Hurting the West05:44 – Grazing, Wildlife & Real Environmental Impact07:58 – California’s Dependence on Wyoming Power09:23 – Energy Security = National Security10:42 – How Citizens Can Get Involved Locally13:09 – Wyoming’s Workforce & Six-Figure Energy Jobs13:34 – AI vs. Blue-Collar America15:16 – The Duck Curve Explained Simply17:03 – Wind Farm Reclamation Crisis18:31 – Wind Subsidy Scams (PTC Loophole)20:22 – Who Really Runs the Grid21:55 – Closing ThoughtsCheck out the full articles: https://theenergynewsbeat.substack.com/or on the website:https://energynewsbeat.co/

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