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Energy News Beat Podcast

Auteur(s): Michael Tanner Stuart Turley
  • Résumé

  • 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.com
    Copyright 2023 Energy News Beat Podcast
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Épisodes
  • Week Recap: Biden's Rules, China's Probe, Tesla, New Geothermal
    May 4 2024
    In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss a variety of pressing topics in the energy sector, including the Biden administration's new EPA rule requiring power plants to substantially cut carbon emissions, which stirs concerns about grid reliability and economic impact. They cover international energy politics, such as China's call for an investigation into the Nord Stream pipeline attack and Tesla's strategic movements in China's EV market. The hosts also delve into corporate disputes in the energy industry, such as the boardroom battle at Silver Bowl, and highlight advancements and challenges in alternative energy sources like geothermal power and the complexities faced by U.S. Gulf Coast refiners in sourcing heavier crude oils due to international supply dynamics.Highlights of the Podcast00:00 - Intro01:02 - Biden Administration Finalizes Power Plant Rule09:27 - China calls for ‘international investigation’ into Nord Stream attack11:25 - Tesla Partners with Baidu for Full Self-Driving Rollout in China14:33 - Kimmeridge Releases Presentation Outlining the Urgent Need for Board Change at SilverBow18:09 - U.S. produces the energy everyone is looking for: 900 MW at the largest plant in the world20:14 - When Worlds Collide – U.S. Gulf Coast Refiners Face Challenges To Accessing Heavier Crude Oil25:57 - OutroPlease see the links below or articles that we discuss in the podcast.Biden Administration Finalizes Power Plant RuleApril 27, 2024 Stu TurleyENB Pub Note: I will discuss this article on the Daily Energy News Beat Stand Up. Look at the two videos at the end of the article to get a sense of the utter futility […]China calls for ‘international investigation’ into Nord Stream attackApril 28, 2024 Mariel AlumitThose who oppose a UN-led probe of the incident could “have a hidden agenda,” Chinese diplomat Geng Shuang has said China’s deputy envoy to the UN has called for an international probe into the bombing […]Tesla Partners with Baidu for Full Self-Driving Rollout in ChinaApril 29, 2024 Mariel AlumitTesla’s FSD system has been approved for use in China, the world’s largest car market. Tesla has partnered with Chinese tech giant Baidu for mapping and navigation software to support FSD in China. Tesla’s FSD […]Kimmeridge Releases Presentation Outlining the Urgent Need for Board Change at SilverBowApril 29, 2024 Mariel AlumitDetails SilverBow’s track record of underperformance, value-destructive acquisitions, broken governance, and entrenchment maneuvers SilverBow needs experienced, independent directors who are open to assessing all value enhancing alternatives to capitalize on its limited window of opportunity […]U.S. produces the energy everyone is looking for: 900 MW at the largest plant in the worldApril 30, 2024 Mariel AlumitIt is a common misconception that renewable energy is hidden in large production plants. Instead, it is found in the sun, in the wind or in an unprecedented source that the whole planet is looking for […]When Worlds Collide – U.S. Gulf Coast Refiners Face Challenges To Accessing Heavier Crude OilMay 1, 2024 Mariel AlumitThe prospect of decreased crude oil supplies from Mexico, the top international supplier to the U.S. Gulf Coast (USGC), is creating uncertainty among heavy crude-focused refineries. Mexico’s state-owned energy company, Petróleos Mexicanos (Pemex), instructed its […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
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    26 min
  • ENB #207 Rethinking Green: The Unseen Impact of ESG on Energy and Finance
    May 3 2024

    The world is in a financial crisis and it is intentionally been implemented. Today I sit down with Paul Tice and we talk about his new book: "The Race to Zero: How ESG Investing will Crater the Global Financial System" - Paul H. Tice

    While getting ready for this interview, I poured through the book. He has done an outstanding job lining up ESG investing and defining "Sustainable" energy. It is really hard to wade through the fear-mongering of the mainstream media. Looking at financials and ESG investing hypocrisy is critical. Talking about the investing hypocrisy for years has been frustrating, and Paul has done a great job pulling the data and the receipts to back up his opinions.

    With the Biden Administration to raise taxes, investments with tax benefits are critical, and I appreciate everyone's feedback and information. One can argue that just allowing tax cuts to sunset is in itself a tax increase and will impact the middle class.

    Investors want their money, and the oil companies have done a better job with fiscal responsibility. The US oil companies are the best in the world at producing low-cost energy with the least impact on the environment. Energy will continue through the foreseeable future as being one of the key places the global investing market will turn to protect their portfolios.

    Thank you, Paul, for your time on the podcast, and I highly recommend your book to anyone in the ESG, Investing, and energy markets. No, wait, let me expand on that; anyone who wants to protect their portfolio needs to read this. - Stu

    Highlights of the Podcast

    00:42 - Critique of ESG Investing

    01:44 - ESG and the Energy Sector

    03:09 - The Financial Industry's Silence on ESG Critique

    05:26 - Defining Sustainable Energy

    06:33 - The Financial Impact of ESG Investments

    07:38 - European Energy and ESG Policies

    09:46 - The Future of ESG and Energy Policies

    11:02 - Global Energy, ESG, and Economic Implications

    13:06 - Nuclear Energy and the Transition Challenges

    14:28 - Conclusion and Future Outlook

    Check out Paul's book here: https://a.co/d/jdZp9IS

    ENB https://energynewsbeat.co/

    Substack: https://theenergynewsbeat.substack.com/

    Full Transcripts: https://energynewsbeat.co/conversationwithstu/

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    39 min
  • Oil Price DROPS Below $80
    May 2 2024

    In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner, discusses key issues in the energy sector on the Daily Energy News Beat. He talks about TotalEnergies considering a move of its stock listing to New York for a more favorable regulatory environment and lesser ESG constraints compared to Europe. Tanner also covers challenges for U.S. Gulf Coast refiners due to limited access to heavy crude oil, influenced by supply cuts from Mexico and U.S. sanctions on Venezuelan crude. He comments on the impact of Jerome Powell’s remarks on interest rates and a build in crude oil inventories on market prices. Lastly, he reviews financial results from Chesapeake and Diamondback, noting their adaptations to market dynamics.

    Highlights of the Podcast

    00:00 - Intro

    01:36 - TotalEnergies considers moving stock listing to New York over favorable oil and gas views in U.S.

    04:05 - When Worlds Collide – U.S. Gulf Coast Refiners Face Challenges To Accessing Heavier Crude Oil

    10:27 - Markets Update

    12:18 - Large Crude Inventory Build Rocks Oil Prices

    13:22 - Chesapeake Energy Corporation Q1 Earnings Report

    16:02 - Diamond Energy, Q1 2024 Highlights

    18:00 - Outro

    Please see the links below or articles that we discuss in the podcast.

    TotalEnergies considers moving stock listing to New York over favorable oil and gas views in U.S.

    May 1, 2024 Mariel Alumit

    (Bloomberg) – TotalEnergies SE is increasingly making noise about moving its stock listing to New York, adding to chatter around European giants potentially being attracted by U.S. investors’ greater enthusiasm for oil and gas companies. […]

    When Worlds Collide – U.S. Gulf Coast Refiners Face Challenges To Accessing Heavier Crude Oil

    May 1, 2024 Mariel Alumit

    The prospect of decreased crude oil supplies from Mexico, the top international supplier to the U.S. Gulf Coast (USGC), is creating uncertainty among heavy crude-focused refineries. Mexico’s state-owned energy company, Petróleos Mexicanos (Pemex), instructed its […]

    Large Crude Inventory Build Rocks Oil Prices

    May 1, 2024 Mariel Alumit

    Crude oil prices went lower today after the U.S. Energy Information Administration reported an inventory increase of 7.3 million barrels for the week to April 26. This compared with a substantial draw of 6.4 million barrels for the previous […]

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    18 min

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