Energy News Beat Podcast

• 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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• UK Oil Invasion To The USA?

  Happy Thanksgiving, and we have a wild Energy News Beat Stand Up for You! We are focusing more on finance, deal reviews, and the economics of energy rollout in future articles. UK oil and gas companies exploring opportunities in the U.S. market: We discuss how large UK oil and gas companies like Harbor Energy are actively looking for merger and acquisition opportunities in the U.S. as they face challenges in the UK market due to Net Zero policies.Kind of like I have said, that oil saved the whales the first time, and President Trump’s ending of offshore wind may save them the second time. The UK oil companies looking to move is a potential trend for all investors to take note of. Energy Policies have consequences, and the UK, EU, and even Canada are on a road to a fiscal catastrophe.We also cover the concerns about potential oil shortages: Comments from Russia’s top OPEC negotiator, Alexander Novak, who warned about the risk of an imminent oil shortage due to chronic underinvestment in new oil production to replace declining fields.China’s development of a new CO2 turbine technology: We discuss China’s unveiling of a new supercritical carbon dioxide power generator technology, which could have significant applications in industries like cement and steel.Challenges and opportunities in the U.S. nuclear power sector: And Michael and I explore how the U.S. government is trying to support the development of larger nuclear reactors, including through low-cost government loans, in order to make nuclear power more profitable and attractive to investors00:18 Harbor Energy is scouting mergers and acquisitions in the US03:35 Russia points out oil needs investments07:05 China unveils new CO2 turbine that could upend power tech13:03 Sponsor and FinanceCheck Out Full Articles and Transcripts https://theenergynewsbeat.substack.com/and https://energynewsbeat.co/Stories Covered in this episode1.Large UK Oil and Gas Company Explores U.S. Deals – WSJ2.Russia Points Out the Lack of Investment in Oil is Poised to Cause an Oil Shortage3.China Unveils New CO2 Turbine That Could Upend Power Tech4.Can the U.S. Make Big Nuclear Reactors? How Can We Make Nuclear Profitable? How do Investors React?

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• Doomberg Late Britan A decisive moment approaches for the United Kingdom.

  Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg01:56 Doomberg on the UK and energy crisis06:28 Doomberg on the Labor Party12:01 Doomberg on the Russian-Ukrainian War14:37 Zelensky won the election, but may not be viable in peace talks25:39 California and Gov Newsom Energy Crisis31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.38:14 US Dollar financial system and the petro dollar43:13 Global debt45:54 Secretary Chris Wright53:41 Doomberg on data centers sitting on top of power sourcesA special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/Check out the transcript at https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/#doomberg #finance #investing #investinenergy

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