This series of storms highlights the need to rethink how electricity is priced for consumers in the United States. Wind and solar receive subsidies, have no end-of-life funds, and incur no grid-resilience costs when they can't generate. The current pricing model also does not include grid resiliency costs and the additional maintenance required for natural gas turbines to spin up and down during wind and solar generation. The additional maintenance costs are just passed on to consumers, who don't realize they are caused by wind and solar installations.

The main topics discussed in this Energy News Beat Stand Up are:

1. The impact of recent winter storms on the U.S. energy grid and the performance issues with renewable energy sources like wind and solar during peak demand periods. The speaker argues that wind, solar, and storage need to be repriced to account for the additional costs they impose on the grid.

2. The launch of "Project Vault" by the Trump administration to establish a strategic critical minerals reserve and reduce U.S. dependence on foreign suppliers, especially China. The speaker highlights several companies that are expected to benefit from this initiative.

3. Siemens Energy's $1 billion investment to expand manufacturing of grid equipment in the U.S., creating 1,500 new jobs. The speaker praises the "approachability" of the Trump administration and the Department of Energy, which he says has made it easier for companies like Siemens to invest in Republican-led states.

4. The decline in OPEC oil production in January 2026, largely due to political turmoil in Venezuela. The speaker discusses the complexities of the global oil market, noting that "not all oil is created equal" and that OPEC is taking a cautious approach to production quotas and cuts.

5. India's continued imports of Russian oil, despite pressure from the U.S. to reduce reliance on Russian energy. The speaker argues that he does not fault India for buying cheap Russian oil, but criticizes California for importing Russian oil-derived jet fuel, which he sees as a national security risk.

6. The need for more truthful and fact-based reporting on energy issues by the mainstream media, which the speaker believes is often biased in favor of renewable energy.

1.Overreliance on Renewables Leaves Americans Out in the Cold, and Paying More for Electricity

2.Trump’s Project Vault Gives US Critical Minerals a Boost

3.Siemens Energy Commits $1 Billion to Ramp Up Manufacturing in US, Impacting Grid Equipment

4.OPEC Output Fell Last Month Due to Venezuela Turmoil

5.Oil Rises Amid Conflicting Reports on Iran

6.India Is Expected To Only Slowly Reduce Its Import Of Russian Oil

7.When will the Mainstream Media Report the Truth on Energy? Nick Deluliis Stops By to Talk about the Truth In Energy

Shout out to Steve Reese and the Reese Energy Team at https://reeseenergyconsulting.com/

Sources: theenergynewsbeat.substack.com, nationalreview.com, Grok, electrek.co, eia.gov

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Nick Deluliis is a Director on the CNX Board and an author, bringing decades of experience to the discussion. On his website, he cites WSJ reporting and notes that the mainstream media (MSM) is letting the American Public down. He also raises some compelling points about how this can play out.

With Bill Gates admitting we are not going to die from "Climate Crisis" to Larry Fink admitting at Davos that we need stable power, when will the MSM follow these stories? Is it up to the podcastsers?

1. Concerns about biased and inaccurate energy news reporting:

The host and guest discuss how energy news reporting, particularly in outlets like the Wall Street Journal, often fails to provide objective, fact-based coverage. They cite the "Gell-Mann amnesia effect" where readers trust the reporting on topics they are unfamiliar with, even when the reporting on the guest's area of expertise (energy) contains significant flaws and omissions.

2. The challenges of transitioning the energy grid to renewable sources:

The transcript explores how the push for large-scale adoption of wind and solar power has led to "manufactured inefficiencies" in energy systems. The guests argue that intermittent renewable sources are not viable replacements for reliable baseload power from fossil fuels and nuclear, resulting in grid instability and higher costs for consumers.

3. The importance of rational, fact-based energy policies:

The discussion highlights how ideologically-driven energy policies, often favoring renewable energy over more reliable sources, have had negative consequences for energy affordability, grid reliability, and industrial competitiveness. The guests advocate for policymaking grounded in scientific and economic realities rather than political agendas.

4. The potential of the Marcellus Shale region for reviving American manufacturing:

The guests express optimism about leveraging the abundant natural gas resources in the Marcellus Shale to support domestic manufacturing and economic growth, if policies enable the efficient development and utilization of these energy assets.

5. The emerging global divide on energy and climate policies:

The transcript suggests a bifurcation of the world into two camps - those pursuing net-zero emissions policies that undermine industrial competitiveness, versus those focused on energy affordability and reliability to support economic prosperity.

We emphasized the need for objective, fact-based journalism to inform the public and policymakers on the complex realities of the energy transition.

A wild way to end January trading with the Silver Crash of 2026, and how is oil going to shake out? We also cover earnings for Chevron, ExxonMobil, and Liberty Energy.

The main topics discussed in thisEpisdoe of the Energy News Beat Stand-Up are:

1. The dramatic plunge in silver prices:

- The silver market saw a 37% single-day crash on January 30th, the worst day on record since March 1980.

- There are questions around potential market manipulation by entities like JP Morgan.

- The hosts discuss the underlying supply and demand factors impacting the silver market, such as China's export restrictions.

2. The global energy crisis and its impact:

- Europe is facing major challenges with energy security and affordability, leading to a resurgence of fossil fuel usage.

- Countries like China, India, and the UK are all ramping up domestic oil and gas exploration and production.

- The hosts analyze how this global energy crunch is affecting natural gas prices and availability in the US.

3. The role of natural gas and fossil fuels in the energy transition:

- Texas is doubling down on natural gas-fired power generation, including a massive 75.65 GW project.

- Major oil companies like Exxon and Chevron are increasingly partnering with data centers to provide dedicated, behind-the-meter power generation.

- The hosts discuss how this shift towards natural gas-powered data centers could impact midstream pipeline companies.

4. Earnings and financial performance of energy companies:

- The hosts review the latest quarterly earnings reports from companies like Liberty Energy, Exxon, and Chevron.

- They analyze trends like share buybacks, production growth, and the impact of assets like Guyana and Venezuela.

- The discussion touches on how these companies are transitioning towards more utility-like business models.

1.Silver Market Plunge Wipes Out Investors, and We Have Questions

2.The Monroe Doctrine in Full Display as Danish Firm Maersk Temporarily Takes Over Operations of Two Ports on the Panama Canal

3.Energy Security Starts at Home, and the EU and UK Are Waking Up

4.Largest Power Project In US Approved For West Texas Amid Gas Plant And Data Center Buildout

5.Liberty Energy Earnings Report for Q4 2025

6.Exxon Beats Expectations as Record Production Offsets Lower Oil Price

7.Chevron Beats Profit Estimates with Venezuela on a Roll

Shout to Steve Reese and the entire Reese Energy Consulting group for sponsoring the Energy News Beat Podcast. https://reeseenergyconsulting.com/

Shout out to FeedSpot - Energy News Beat ranked #3 globally for top Energy Podcast

https://podcast.feedspot.com/energy_podcasts/

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