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Energy News Beat Podcast

Energy News Beat Podcast

By: Michael Tanner Stuart Turley
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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 Politics & Government
Episodes
  • Jack Prandelli stops by the Energy News Beat Global Oil and Gas Markets Update

    Jack Prandelli stops by the Energy News Beat Global Oil and Gas Markets Update
    Jul 3 2026
    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 @jackprandelliConnect with Jack on LinkedIn: https://www.linkedin.com/in/prandelligiacomo/1. LNG (Liquefied Natural Gas) Supply & GeopoliticsThe hosts discuss Shell's report on increasing LNG demand and how the U.S. is positioning itself as the world's most reliable LNG supplier. Key points include:Damage to Qatar's Ras Lafanne facility (70% production loss) has shifted market dynamicsThe U.S. is signing long-term LNG contracts with Asian clients, displacing QatarEurope faces competition with Asia for U.S. LNG supplies due to lost Russian gasThis represents a major geopolitical win for the U.S.2. Critical Minerals & Copper Supply ChainExtensive discussion on copper's critical role in energy transition and manufacturing:Copper is essential for AI, green energy, and electrificationChina controls over 50% of global copper refining capacity, creating strategic dependencyThe U.S. lacks domestic processing infrastructure despite abundant lithium reservesThis supply chain vulnerability gives China significant leverage over Western economies3. Oil Prices & Trump's StrategyAnalysis of Trump's focus on lowering oil prices before midterm elections:Discussion of the "crack spread" (refining margin) and why lower crude prices don't immediately translate to lower gas pricesStrategic use of the U.S. Strategic Petroleum Reserve for exports and refiningComparison with China and India's government pressure on refineries to keep prices lowThe importance of reopening the Strait of Hormuz for oil transit4. India's Rising Oil Demand & Russia-India PartnershipIndia emerges as a critical player in global energy markets:India will lead global oil demand growth by 2050India increasingly imports Russian oil despite sanctionsA strategic partnership is forming where Russia exports crude to Indian refineries, which then supply Russia with refined productsThis relationship reduces Russia's dependence on China5. Geopolitical Realignment & Energy DominanceBroader discussion of shifting global power dynamics:The U.S. is reasserting control over South American oil resources (Venezuela, Argentina)China's strategic oil reserves strategy and patient approach to purchasingThe fragmentation of the world into competing trading blocs (U.S., China, Russia, India, Saudi Arabia)Soft power and hard power strategies in energy markets6. California's Energy Crisis & Renewable FailuresA cautionary case study on premature green energy transition:California's net-zero policies have devastated oil production (from 2,000 wells/year to 17 in 2025)Refining costs in California ($15/barrel) are 3x higher than Texas ($5/barrel)California now imports 40-60% of its diesel, jet fuel, and gasoline from AsiaOnly 6-7 refineries remain (down from 38), with more slated to close7. Renewable Energy Reality CheckCritical analysis of the renewable energy transition timeline:$10.2 trillion spent on wind and solar has only yielded 3% energy gainCurrent battery storage technology is insufficient for grid-scale implementationNuclear energy is more reliable but faces uranium supply chain concernsThe hosts advocate for lowest-cost, lowest-environmental-impact energy solutions8. Strategic Energy IndependenceOverarching theme about national security:Energy security must start at home with domestic productionEnergy dominance is demonstrated through exportsOver-reliance on foreign supply chains (especially China) creates vulnerabilitiesThe U.S. should leverage its oil and gas advantages while developing nuclear capacityThe podcast emphasizes that global energy markets are in flux, with the U.S. reasserting dominance, new trading blocs forming, and critical mineral/metal supply chains becoming geopolitical battlegrounds. The hosts argue that premature abandonment of fossil fuels without adequate alternatives is economically and strategically dangerous.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/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
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    54 mins
  • Courage Can Save Us

    Courage Can Save Us
    Jul 7 2026
    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 trust in American leadership. From the remarkable overlap of their fathers' service in Vietnam to the alarming decline of veteran representation in Congress—from 70% to just 20%—this conversation challenges us to rethink what it takes to be a leader in America. Whether you're interested in politics, military service, or simply finding meaning through service to others, this episode offers both inspiration and a call to action: elect people who aren't afraid to lose, because they'll stand by their convictions.1. Courage as a Core ValueRye Barcott, author of "Courage Can Save Us," distinguishes between bravery (instinctive reaction to danger) and courage (the deliberate choice to serve the common good). He emphasizes that courage is essential for both individual well-being and national strength, particularly in addressing youth mental health crises through service.2. Military Service & Personal InspirationThe conversation explores how military service shapes character. Rye shares his father's Vietnam experience as a reconnaissance officer and how that inspired his own Marine Corps service. Stu reveals a remarkable connection—both their fathers were reconnaissance officers in Vietnam during the same period, with Stu's father coordinating aerial reconnaissance missions.3. Veterans in Politics & LeadershipA significant focus is the decline of veteran representation in Congress—from 70% historically to just 20% today. Rye's organization, With Honor, works to recruit, train, and support veterans running for office across party lines. The podcast highlights that 752 veterans are running this cycle, the highest number ever.4. Bipartisan Unity & ServiceThe discussion emphasizes that service creates common ground across political divides. Rye features 5 Democrats and 5 Republicans in his book, and highlights the Congressional Veterans Caucus (38 House members, ~12 Senate members) that transcends party lines to focus on national security and veterans issues.5. Trust in LeadershipAccording to Gallup polling data cited, veterans and nurses are the two most trusted groups across all party lines. However, only 30% of Americans see courage in elected officials, compared to 62% who see it in their communities—highlighting a leadership crisis.6. Political Dysfunction & CorruptionThe hosts discuss concerns about political corruption, particularly in California's energy policies, which they argue have caused deindustrialization and affordability crises. They emphasize the need for leaders willing to lose re-election for their principles.7. Youth Engagement & PurposeService is presented as a path to purpose for young Americans, particularly addressing loneliness and mental health challenges. The book targets younger Americans seeking meaning through military or civilian service.8. American Soft Power & Global PerspectiveThe podcast celebrates America's cultural influence globally, referencing the World Cup bringing international visitors who discover American values firsthand. They discuss the importance of maintaining American pride and the world's continued admiration for American culture, music, and values.9. Civility & Respectful DialogueA key theme is the need to engage with those who hold different political views respectfully, rather than viewing them as enemies. The hosts criticize algorithm-driven outrage and advocate for genuine conversation across ideological lines.10. State & Local InvolvementThe discussion encourages Americans to get involved locally and support candidates who prioritize country over party affiliation, with particular emphasis on the growing number of independents (45% of Americans) rejecting the traditional two-party system.Book: Courage Can Save US (Bloomsbury, June 9, 2026) — NYT and USA Today bestsellerAll author proceeds go to With HonorSurvey: With Honor–Gallup, 3,199 U.S. adults, May 12-22, 2026Audience can share their own Courage Moment at couragecansaveus.comWith Honor website: withhonor.orgAvailable wherever books are soldAmazon Link: https://a.co/d/0aOOJeuGCheck 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/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase ...
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    36 mins
  • What is next for the Oil and Gas Markets?

    What is next for the Oil and Gas Markets?
    Jul 6 2026

    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 article "Treatment Resistant," which argues that sanctions against strong countries like Russia don't work as intended. They compare it to treating cancer—if you don't cure it, it comes back stronger. The EU's strategy of limiting Russian LNG exports while simultaneously importing Russian LNG is highlighted as contradictory and ineffective.

    2. EU Censorship & Free Speech Concerns

    A significant portion focuses on European overreach in censorship, including a new European Court of Justice ruling that makes it illegal to even quote or critique Russian media. This threatens independent journalists and Substack creators, raising concerns about freedom of speech and the weaponization of sanctions enforcement.

    3. Ukraine War & Geopolitical Strategy

    The conversation covers the ongoing conflict in Ukraine, including:

    Russian refinery damage from drone strikes and its actual impact

    The importance of the land corridor to Crimea for Russia

    Criticism of endless U.S. military involvement in foreign conflicts

    The need for diplomatic talks between Trump, Putin, and Zelensky

    4. Energy Markets & Oil Pricing

    Discussion of current oil prices (~$68/barrel), refining capacity constraints, and the crack spread differences between Texas ($5) and California ($15). They debate whether oil will drop to $50 and discuss the role of NGLs (natural gas liquids) as an alternative hydrocarbon source.

    5. Peak Not Oil & NGL Production

    Doomberg presents the thesis that we're not running out of oil—instead, we're transitioning to abundant NGLs (propane, butane, ethane). U.S. NGL production is expected to cross 8 million barrels per day, offering cleaner-burning alternatives.

    6. NATO & U.S. Foreign Policy

    Critical examination of:

    Article 5 obligations (e.g., defending Estonia)

    The Jones Act and its impact on energy prices

    Why the U.S. should focus on the Western Hemisphere rather than global conflicts

    The dangers of nuclear proliferation resulting from military interventions

    7. California's Energy Crisis

    Discussion of California's regulatory overreach, refinery closures, and how the temporary suspension of the Jones Act has helped provide cheaper energy to the state.

    8. Upcoming Doomberg Stories

    "Sources and Methods" (Friday) - Examining media bias and how to verify information in an age of AI and deepfakes

    "Blue Chips" (Tomorrow) - A gas-to-data project in the Permian involving Chevron, Microsoft, and GE

    9. Media Literacy & Propaganda

    The hosts emphasize the importance of critical thinking, cross-referencing multiple sources (including alternative media), and understanding that major outlets like the Financial Times have biases and propaganda elements mixed with legitimate reporting.

    This episode is essentially a deep dive into energy geopolitics, the failures of Western sanctions policy, and the importance of independent analysis in an increasingly censored information landscape.

    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/.

    Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

    And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

    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/.

    Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

    And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
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    58 mins
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