Energy News Beat Podcast Podcast Por Michael Tanner Stuart Turley arte de portada

Energy News Beat Podcast

Energy News Beat Podcast

De: Michael Tanner Stuart Turley
Escúchala gratis

Covering the energy markets around the world, one story at a time. Our daily podcast keeps you up to speed on all the latest energy news while our weekly interviews with energy industry experts keep you in the know for all things energy development. Follow us at energynewsbeat.comCopyright 2023 Energy News Beat Podcast Política y Gobierno
Episodios
  • Energy Under Siege: Geopolitics, Infrastructure, and Market Volatility

    Energy Under Siege: Geopolitics, Infrastructure, and Market Volatility
    Apr 11 2026
    With this wild group of 7 stories, and one from CENCOM, I needed to also have a subtitle of "these three key points:

    • "Paper vs. Physical: The Fractured Oil Market"
    • "When Energy Meets Geopolitics: A Perfect Storm"
    • "The Hidden Risks in America's Power Infrastructure"

    1. Oil and Energy Markets

    The discussion delves into the complexities of oil pricing, distinguishing between paper oil prices (futures contracts) and physical delivery prices. There's significant focus on tanker traffic, oil flows to the U.S. and California, and analysis of energy-related ETFs and stock performance in the sector.

    2. Geopolitical Tensions and Energy Security

    A major theme is the situation surrounding the Strait of Hormuz, a critical chokepoint for global oil supply. The conversation includes concerns about potential closure, Iran's alleged inability to fully reopen it due to lost mine maps, and the potential involvement of U.S. military intervention. These geopolitical issues directly impact global energy markets and supply chains.

    3. U.S. Power Grid Infrastructure Challenges

    The transcript highlights serious vulnerabilities in America's aging power grid, with a significant portion of transformers operating beyond their expected lifespan. There's particular concern about the vulnerability of the 18 major grid interconnects to potential sabotage or cyberattacks.

    4. Energy Policy and Regulation

    Discussion includes the need to redefine how we calculate the levelized cost of energy, particularly to better account for renewable energy sources. There are also mentions of potential policy actions by the Trump administration regarding energy issues.

    5. Financial and Investment Perspectives

    The transcript covers stock performance and investment opportunities in the energy sector, including major companies like Chevron and ExxonMobil, as well as how climate-focused and ESG investors are navigating market volatility.

    1.The Paper Price of Oil is About to Get Hit with Reality and Converge with the Delivery Price of Oil

    2.NYT Writes Iran Can’t Open the Mines Because they Can’t Find Them: What This Means for the World’s Oil Crisis

    3.U.S. Begins Clearing the Strait of Hormuz with Military Ships Passing Through

    4.$2B Investment Drives Expansion of U.S.-Canada Oil Flows

    5.TAL Pipeline Connecting Germany and Italy May Have Been Sabotaged

    6.Iran War Fuels Rush to Energy ETFs and Oil Stocks. Climate Investors See No Reason to Chase Returns

    7.Europe’s Gas Market is under Stress During Refill Season

    8.The US Grid Transformers are a Critical Junction and Is A National Security Risk

    Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

    A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

    A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

    And we have WellDatabase rolling in as a new sponsor.
    Más Menos
    22 m
  • Natural Gas Powering the Future

    Natural Gas Powering the Future
    Apr 10 2026

    Energy Security Starts at home, and Jason hits Energy Dominance through Service out of the park.

    You have heard me say, “Energy Security starts at home, and Energy Dominance comes through your exports”. Well, Jason is a great example of how Energy Dominance can’t happen without exporting our great oilfield services to countries that need to get stranded gas or the know-how rolling.

    1. ARC Energy’s Global Operations

    Jason Arsenault discusses his company’s presence across 16-17 countries, specializing in designing, selling, and renting equipment for gas processing and energy production. The company focuses on stranded gas monetization, NGL creation, and power generation from underutilized gas resources, with a diverse portfolio of new, reconditioned, and recycled equipment.

    2. Venezuela’s Energy Crisis & Opportunities

    A significant portion of the discussion centers on Venezuela’s energy sector challenges, particularly the decline of state-owned PDVSA. Given Jason’s personal connections (his wife is Venezuelan), he explores potential opportunities for ARC Energy to help restore production and stabilize the country’s energy industry, with references to U.S. government involvement through Secretary of Energy Chris Wright.

    3. Global Unconventional Oil & Gas Expansion

    The transcript covers the growing development of shale and unconventional plays in countries like Turkey, Bahrain, and Saudi Arabia. There’s emphasis on how American service companies and technologies can capitalize on these opportunities by providing specialized skills and equipment needed for unconventional reservoir production.

    4. Regulatory & Operational Challenges

    A key theme is the contrast between regulatory environments—particularly highlighting the difficulty of obtaining permits in California versus the relative ease in other countries. This underscores the importance of local partnerships and understanding regional regulatory and political landscapes.

    5. Natural Gas’s Role in Energy Transition

    The discussion emphasizes natural gas as a cleaner energy source, focusing on reducing flaring and methane emissions through capturing and monetizing stranded gas resources while minimizing environmental impact.

    Connect with Jason on his LinkedIn: https://www.linkedin.com/in/arcenergyequipment/

    Check out ARC Energy: https://www.arcenergy.com/

    A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

    A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

    And we have WellDatabase rolling in as a new sponsor.
    Más Menos
    24 m
  • The Strait of Hormuz is still closed, and $82 is the Floor, and Goldman says we may see $100 for the rest of 2026

    The Strait of Hormuz is still closed, and $82 is the Floor, and Goldman says we may see $100 for the rest of 2026
    Apr 9 2026
    The Strait of Hormuz is still closed, and we have 9 huge stories to cover on today's Energy News Beat Stand Up. I am calculating that $82 will be the new floor after we get the tankers rolled out of the Persian Gulf and refilled. I go through all of that and how I came up with that number. 1. Oil and Gas Market DynamicsThe conversation extensively covers the energy market, including:Potential impacts of Strait of Hormuz closure on oil pricing (predictions of $82 floor and $100 as a possibility)Global supply disruptions from Middle East production shutdownsRefining capacity constraints in the Gulf region due to physical attacksOPEC production trends and market implications2. Geopolitical Tensions and Energy SecurityA significant focus on how international conflicts affect energy markets:U.S./Israel-Iran conflict and its ripple effects on global energy supplyAnalysis of how major oil corporations (Exxon Mobil, Chevron) are positioned amid tensionsPotential peace scenarios linked to Venezuela sanctions3. Data Center and Energy Infrastructure ExpansionDiscussion of rapid infrastructure growth in the U.S.:Explosive expansion of data centers, particularly in TexasStrain on state power grids from this growthComparative analysis of data center development across Texas, Virginia, and Georgia4. Renewable Energy and Subsidy PolicyCritical examination of renewable energy economics:Long-standing wind farm subsidies and their effectivenessChallenges of pricing energy while accounting for externalitiesFeasibility of meeting 100% energy demand through wind and solar1.It Will Take Months for the Oil, Gas and LNG Markets to Stabilize, and the New Floor Is Around $822.The Saudi East-West Pipeline has been attacked. Still functional, and damage assessment is underway.3.ExxonMobil Sees 6% of Global Output Impacted by Iran War, But What Does This Mean for Q1 and Q2?4.Goldman Says Another Month Means Over $100 Brent Through 20265.JP Morgan’s Letter to Investors: Implications and Actions6.How will the global oil and gas markets look post Iran War7.Chevron Faces Smaller Mideast Disruptions Than ExxonMobil Amid Iran War – A Side-by-Side Comparison8.Texas is leading in AI and Data Centers, but at what cost?9.Wind Farms Have Had 50 Years of Subsidies: Should We Rethink How Energy Is Priced?We have Jon Brewton, with Data2, next week, and on the California Crisis, Professor Mische, David Blackmon, and Mike Areiz. Tomorrow, we are releasing Jason Arceneaux, President and Chairman of the Board for Arc Energy, and we will cover the global oil markets. Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/Also, a shout-out to our great Sponsors:A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcasthttps://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-reportWe also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/
    Más Menos
    26 m
Todavía no hay opiniones