Energy News Beat Podcast

Oil is up, China is buying again, and America's energy future is at a crossroads. In this episode, we tackle eight stories that matter: geopolitical chaos driving Brent above $90, the SPR disaster, Halliburton's shale boom, the AI data center power crisis, and why the Trump administration is reshaping energy policy. This is the energy news you can't afford to miss.

The podcast opens with oil prices surging above $90/barrel for Brent crude, driven by attacks in Kuwait, tanker incidents in the Strait of Hormuz, and renewed U.S...

Welcome to the Energy News Beat Standup, where host Stu Turley breaks down the 10 biggest energy stories reshaping global markets. In this episode, we dive into a world in flux: Russia's refining capacity is crumbling under Ukrainian drone strikes, Iraq is suspending exports and seeking independence from Iranian energy, and new pipeline projects are being fast-tracked to bypass the Strait of Hormuz. Meanwhile, back home, data centers are driving unprecedented energy demand, New York is doubling down on restrictive policies while Texas and Virginia race ahead, and grid vulnerabilities are becoming impossible to ignore. From geopolitical disruptions to emerging...

Yasir Arafat, Co-Founder, CTO, & President, stops by the Energy News Beat podcast

On July 4th, 2024—America's 250th birthday—something extraordinary happened that most people missed. Allo Atomics turned on a brand new advanced nuclear reactor for the first time in 50 years. But here's what makes this truly revolutionary: they designed, built, and achieved criticality in less than 12 months. In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Yasir Arafat, CTO and President of Allo Atomics, to explore how a company that was just two people 2.5 years ago is now...

In an era of unprecedented geopolitical tension and energy market volatility, Stu Turley of the Energy Newsbeat podcast sits down with Trisha Curtis, CEO of the Petro Nerds podcast, to dissect the forces reshaping global energy markets and international power dynamics. From Iran's desperate gambit to control the Strait of Hormuz to China's calculated investments in coal-to-oil synthesis, this conversation reveals how energy—not ideology or military might alone—is the true currency of geopolitical leverage.

The hosts challenge conventional market wisdom, expose the hidden costs of net-zero policies, and make a compelling case that the...

In a nation where 62% of Americans see courage in their communities but only 30% see it in their elected officials, we're facing a crisis of leadership. The United States is healing.

On this episode, host Stu Turley sits down with Rye Barcott, U.S. Marine Corps veteran, New York Times bestselling author, and co-founder of With Honor—an organization dedicated to recruiting and supporting veterans to run for office across party lines.

Together, they explore what true courage really means, why service is the path to purpose, and how we can rebuild tr...

Doomberg stops by and drops some truth bombs around the cage. 

We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/

Doomberg stops by and drops some truth bombs around the cage.

We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/

1. Sanctions Against Russia & Their Ineffectiveness

The hosts discuss Doomberg's a...

You won't want to miss this episode with Jack Prandelli from Switzerland. As an international trader and Substack Author, Jack has been on target with his articles on global oil and Gas Markets.

Check out The Merchant News Substack: https://themerchantsnews.substack.com/

Follow Jack on X @jackprandelli

Connect with Jack on LinkedIn: https://www.linkedin.com/in/prandelligiacomo/

1. LNG (Liquefied Natural Gas) Supply & Geopolitics

The hosts discuss Shell's report on increasing LNG demand and how the U.S. is positioning itself as...

In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Thomas Land, CEO of Myriad Uranium and J2 Metals, to explore the geopolitical battle reshaping global energy. While China aggressively builds dozens of nuclear reactors to power its AI dominance, the United States remains frozen in time with just 94 reactors—a legacy of fear dating back to Three Mile Island.

But the real story goes deeper: it's about uranium enrichment, Russian fuel subscriptions, Arctic shipping routes, and how $10 trillion spent on wind and solar could have transformed the world with nuclear powe...

Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance.

Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/

1. Stock Market Performance & Economic Outlook

Paul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include:

Strong company balance sheets and a robust economy

The technology boom (particularly AI) being only in its "second inning"

Upcoming major IPOs (SpaceX, ChatGPT's parent...

Secretary Chris Wright is the Best Energy Secretary in the United States history, in my opinion, and today is a great example of that. His Department of Energy approval for the Aalo Atomics reactor start is huge for the United States. And on the other side of the Pond in the UK, you have the complete opposite, and you can see Ed Miliband banning North Sea oil production, but buying North Sea oil and gas from Norway. This is shades of Jennifer Granholm! 

We cover 10 Big stories today on the Energy News Beat Stand Up. 

This was a fun discussion around Energy Security and the importance to consumers. Neil Chatterjee, Chief of Governmental Affairs, Palmetto, stopped by, and we had a wild discussion. Neil was also the Chairman and Commissioner of the Federal Energy Regulatory Commission.

Neil Chatterjee discusses his role as Chief of Government Affairs at Palmetto, a company that democratizes access to clean energy technologies like solar, heat pumps, storage, HVAC systems, and smart meters. The key innovation is their leasing model, which makes these technologies affordable for average Americans by removing the...

What a great day when you can get a panel together with Steve Reese, President, Reese Energy Consulting, Kirk Edwards, President, Latigo Petroleum, and Kimberly Page with Reese Energy Consulting to cover the huge issues of the Strait of Hormuz, AI, natural gas, and Data Centers.

The panel emphasizes America's strategic advantage in energy production, particularly in contrast to struggling regions like Europe and Asia. They discuss how the Iran crisis has highlighted the vital importance of US oil and natural gas production, and how the US is well-positioned compared...

Joe Raia, Chief Commercial Officer at Abaxx Exchange, had a fun interview as he stopped by to give us an update. As a commercial tanker captain who moved into commodities trading, he has the knowledge and background to help guide the US Markets.

Connect with Joe on his LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/

Follow Joe on X here: https://x.com/JoeRaia5

Check out Abaxx Exchange information here: https://abaxx.exchange/

The core focus...

It is a wild day on the Energy News Beat Stand Up.

Make no mistake, time will tell if the Strait of Hormuz is open, but do not underestimate the importance that the Bank of London and Lloyds of London play in opening the Strait of Hormuz. They want the war to continue, and are not happy if the war ends.

As we hit Operational Bottoms for oil storage in the US it is a real problem, and President Trump ran out of time. I think that he has a plan...

This was a fun discussion about the serious issue of gasoline, diesel, and fertilizer price increases for farmers, ranchers, and consumers in California. Make no mistake, the actions taken by the Newsom administration have driven consumer prices to some of the highest in the United States. Gavin has taken California from almost energy independent to total dependence on imports.

We have Mike Ariza, a downstream expert, who has been on the podcast several times. A great resource for boots-on-the-ground information on the California downstream market. Connect with Mike on his X account. @MikeAriza4531

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What a day on the EnergyNews Beat News Desk, we have 10 big stories for you, and as we were filming this, President Trump calls off the plans - wow, changed everything. David Blackmon's Energy Additions Stops by the Energy News Beat Stand Up as we used one of his stories on blackmon.substack.com.

Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.

...

Rey Trevino, Pecos Operating Company, and Podcast host for the Crude Truth stopped by the Energy News Beat Podcast. We had a blast filming at the Petroleum Club in Downtown Fort Worth. Hat tip to all of the great people at the Petroleum Club, making it a great place to have business meetings.

Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/

Also, Pecos Operating Website: https://pecosoperating.com/

1. Strait of Hormuz & Global Oil Supply

The hosts extensively discuss the critical...

Dr. Beatriz Canamary stopped by the Energy News Beat podcast, and we had a great discussion about energy, exports, and our maritime industry, including shipbuilding and the Jones Act.

I am going to just be brutally honest for a moment, and say that I have been for totally repealing the Jones Act for years. After my discussion with Dr. Canamery, my opinion has shifted toward more of a "let's get the problem solved and leave the Jones Act in place long-term" stance.

But we need a plan to get to a...

“ Iran will have permanent control over the Strait of Hormuz. As though that necessarily, in and of itself, is bullish for oil prices. I would argue that, in fact, it isn’t. “Doomberg, Substack Author, Energy Analyst

This was another great discussion with Doomberg, and we had over 100k listens and views, plus even more impact from social media during his last visit. This discussion included several key quotes, and I have about 10 of them listed below the video.

Make no mistake, the global energy, oil, and gas markets have changed permanently.

Kim Farrington, a candidate for the U.S. Senate in Virginia, stopped by the EnergyNews Beat Podcast to discuss her campaign strategy of listening to Virginia voters and addressing their concerns.

Wow, I had a lot of fun visiting with Kim, and she hit all of the right marks on the Podcast. She supports the 2nd Amendment and America First, and has put about 49,000 miles on her car, driving around Virginia to listen and gather feedback on policies, waste, and energy.

Her experience in accounting and in managing large...

We have 8 huge stories, and David Blackmon, Forbes, Daily Caller, and Substack Author stopped by.

Connect with David on his SubStack: https://blackmon.substack.com/

Todd Royal, Author, BP Capital Advisors, stops by the Energy News Beat Podcast

Todd Royal is an author, a true Nuclear expert, and a great friend of the Energy News Beat Podcast. I had an absolute blast visiting with Todd, and we covered a lot of great topics. Being in the rapital raising business for nuclear is an outstanding part of our Energy Dominance requirements. We need modular nuclear, mines, and critical minerals.

Todd is an outstanding energy resource and industry leader. I recommend connecting with him https://www.linkedin.com/in/172466/

We cover 10 big stories on the Energy News Beat Stand Up -

The deal has no signatures, and we are running low on oil, gas, and diesel inventory levels within weeks.

The podcast opens with discussion of a pending Iran peace deal involving a 60-day memorandum of understanding (MOU) to extend a ceasefire and restart negotiations on Iran's nuclear program. Key concerns include whether Iran can be trusted, control of the Strait of Hormuz, and conflicting narratives between Iran and the Trump administration about shipping...

Wasif Latif, Co-Founder, President & Chief Investment Officer, Sarmaya Partners, stopped by the Energy News Beat Podcast again.

This time, we covered the current events on the Strait of Hormuz and the impact of the Iranian war. It does not look like they will be going away quietly into the night and will want to cause damage to the global markets, as they were caught mining the Strait this weekend.

We highly recommend following Wasif on his LinkedIn https://www.linkedin.com/in/wasiflatif/, and check out Sarmaya Partners https://sarmayapartners.com/

We cover 9 huge stories today. We would like to take a moment to wish all of our great Veterans a Happy Memorial Day, who gave their all so we could be free. Getting to spend time with my 91-year-old Vietnam Vet Dad, who was the only one who came back from Vietnam from College his friends, is very much appreciated, and it helps me be more grateful for the currently deployed great members of our military.

Make no mistake - if the deal is done without the Venezuelan-style controls in place, it just means that t...

We had 9 big stories today on the Energy News Beat Channel.

We have new trading blocs forming around the world, and where will your country end up?

The podcast opens with Cuba's blackout crisis, where the communist government admits fuel shortages. The host uses this as a cautionary tale about socialist and democratic socialist policies, comparing it to energy challenges in states like California, Ohio, Virginia, and New York, which have 38% higher electricity prices than the rest of the US.

The UK's...

Alina Voss from NX Atomics stops by the Energy News Beat Podcast

The title “The Math Ain't Mathing: Why America Needs Nuclear Now” was derived from a comment Alina made on the podcast. I was very impressed, and as we talked, she made some great points. I am going to follow up with her company and introduce them to some folks.

We need to have more nuclear reactors online tomorrow, and we need real solutions.

The core focus of the conversation centers on NX Atom...

Jon Brewton, CEO, Data2, stops by, and we talk about accountability.

The negative issues we are facing about Data Centers and AI are hitting the front pages, and we need accountability for AI. We also need accountability for local politicians and all elected officials.

Jon just presented right behind the Head of AI in Energy for Microsoft in an AI presentation. There were several key points in the Microsoft presentation that there was no company that could scale accountability across disparate systems. After Jon presented, the Microsoft presenter came up and...

It was a wild day on the Energy News Beat News desk today, and we have John Rich getting into the AI and Data Center rumble in Georgia Power. We love John Rich, and when we saw that he was jumping into the mix, we had to find out what was going on.

It was a wild day on the Energy News Beat News desk today, and we have John Rich getting into the AI and Data Center rumble in Georgia Power. We love John Rich, and when we saw that he was jumping into...

Have you ever seen one of my favorite movies, Groundhog Day? I feel like that right now as we are trying to report on the global energy crisis, and daily it is the Strait is open, ....closed,,, open,,, closed, .... Dolphins ,,, wow.

The podcast opens with coverage of Iran seizing an oil tanker and attacking U.S. forces in the Strait of Hormuz. Three U.S. Navy destroyers (Truxin, Rafael, and Mason) were transiting the strait when Iranian forces fired missiles, drones, and deployed small boats. The h...

You will NOT want to miss this episode of the Energy News Beat Global Oil and Gas Markets Update with our special guest Doomberg. We were live on LinkedIn and YouTube, and we had some great questions.

We highly recommend subscribing to Doomberg's Substack at: https://newsletter.doomberg.com/

1. Geopolitical Conflict & War Resolution

The primary focus is on the potential end of the Middle East conflict (referred to as "World War III"). Doomberg argues that multiple signals suggest the war is concluding, including:

An aircraft carrier leaving...

Chris Johnson, President of the American Energy Leadership Institute, stops by the Energy News Beat podcast.

What a great conversation, and you will recognize Chris from his many interviews. I have seen him on Mornings with Maria, and he's all over the map. It is very encouraging to have young leaders trying to help with Energy Dominance and to be able to articulate the messaging to everyone. He is spot on and has a plan. Take notes, as you will be seeing a lot more from Chris in the future.

He will be...

What a wild day on the News Desk. President Trump ordered the U.S. Navy to escort ships through the Strait of Hormuz, and Iran started lobbing drones and missiles around. Bagdad Bob showed up in Iran and claimed that they hit a US ship, but they did not.

It will be interesting to see what the breaking point of the Gulf Nations is, and when they start attacking Iran’s oil infrastructure. The drone strikes were on the pipeline that bypasses the Strait of Hormuz, and it was not damaged too badly. We are cu...

David Turver, an Energy Analyst from the UK, stops by the Energy News Beat Podcast.

With the spotlight on the world stage around the price of oil, the world is bifurcating into two camps. Those going after Energy Security Starts at home, and the other camp is tripling down on Green Energy and Deindustrialization.

I do not know how the Iran conflict will turn out, but I feel that if the Venezuelan-style controls are put in place and the Iranians can set up a government, there is hope. That would cut out billions...

We cover 9 huge energy stories from around the world. We also go into the ExxonMobil and Chevron Earnings in the finance section.

The Podcast opens with the Iran war creating a severe global energy crisis. Key impacts include:

California State Assemblyman Stan Ellis and Mike Ariza stop by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon to discuss the critical nature of the energy crisis facing California, which is about to unfold. Assemblyman Ellis, Mike, and Professor Mische have been working to help get the Federal Government involved to help out California consumers from this potential diesel, gasoline, and jet fuel crash.

Hat tip to David Blackmon for carrying the podcast as I had internet issues.

1. California's Fuel Supply Crisis

...

On the Energy News Beat Stand Up, we are covering 9 big stories, and they all have a huge impact on the markets, consumers, and investors.

Goldman Sachs validated what we had been writing about, and we also brought up the other downstream products that look to be approaching a critical supply chain breaking point. In California, that is about 3 weeks, and in the EU, it is sooner. They use a lot more imported jet fuel and diesel.

The discussion centers on Goldman Sachs' "higher for longer" f...

It is a wild day on the News Desk, and we saw Brent hit $105, and the market tanked. This is not going to be over very quickly, as there is a lot to unwind in the oil and gas markets and supply chains.

We are seeing new proposed pipelines, and Energy Security is really taking front and center stage around the world.

The Podcast extensively covers how global oil markets are being affected by geopolitical tensions, particularly disruptions in the Middle East a...

You won't want to miss this Energy News Beat podcast with our special guest, Dan Doyle, author of " Roughnecks & Riches: A Start-Up in the Great American Fracking Boom". Little did Dan know that his book and the oil patch would be so important in delivering low-cost energy to the US and world markets. Dan is the President and Owner at Reliance Well Services and Arena Resources. This is quite a book, and the experiences are extremely relevant to the Energy Markets right now.

We had a great talk, and if you can imagine a book...

We are going to have a wild opening to the markets tomorrow. The Strait of Hormuz is effectively closed, and there is no reason that ExxonMobil, Chevron, and other companies should be trading the way they are. That being said, Secretary Chris Wright was on point again on CNN, and we covered his statements about how $10 trillion spent on Green Energy only increased energy use by 3%.

The podcast critically examines the effectiveness of renewable energy investments. Despite over $10 trillion invested globally in green energy over 20 years, renewables account for only 3% of g...