8 months ago

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

U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric
https://energynewsbeat.co/u-s-shales-capital-discipline-outweighs-trumps-pro-growth-rhetoric/

China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back
https://energynewsbeat.co/china-and-india-scramble-for-crude-as-sanctioned-russian-tankers-turn-back/

UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs
https://energynewsbeat.co/uk-nuclear-power-ambitions-hampered-by-delays-and-soaring-costs/

EU makes admission about Russian gas
https://energynewsbeat.co/eu-makes-admission-about-russian-gas/

IEA says global gas markets set to remain tight in 2025
https://energynewsbeat.co/iea-says-global-gas-markets-set-to-remain-tight-in-2025/

Trump lifts pause on non-FTA LNG export approvals
https://energynewsbeat.co/trump-lifts-pause-on-non-fta-lng-export-approvals/

Trump unveils $500 billion AI ‘Stargate’ project
https://energynewsbeat.co/trump-unveils-500-billion-ai-stargate-project/

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley dives U.S. shale stayed disciplined despite Trump’s pro-growth push, as China and India scrambled for crude amidst Russian tanker chaos. The UK’s nuclear plans faltered under delays and soaring costs, while the EU admitted lingering reliance on Russian gas. The IEA warned of tight global gas markets through 2025, but Trump made waves by lifting LNG export bans and launching a bold $500 billion AI "Stargate" initiative—set to redefine AI infrastructure and energy innovation with a potential off-grid power revolution.

Highlights of the Podcast

00:00 - Intro
01:01 - U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric
04:54 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back
07:42 - UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs
09:13 - EU makes admission about Russian gas
11:06 - IEA says global gas markets set to remain tight in 2025
13:59 - Trump lifts pause on non-FTA LNG export approvals
16:02 - Trump unveils $500 billion AI ‘Stargate’ project
20:11 - Outro