What a day on the Energy News Beat News Desk!

In this Energy News Beat Stand-Up, we had a wild day on the News Desk!

We cover some huge stories, and any one of them would be a great single podcast, but we have 8 stories and stocks that Stu reviews on VectorVest software.

The main topics discussed in thispodcast are:

**1. Ukraine War & Russia-U.S. Economic Relations** Stu Turley discusses a Bloomberg report about a Russian memo proposing a return to U.S. dollar-based trade as part of a potential broader economic partnership with the Trump administration. This development could signal a possible end to the Ukraine conflict and have significant implications for global geopolitics and energy markets.

**2. U.S. Energy Engagement with Venezuela**

Secretary of Energy Chris Wright made a high-level visit to Venezuela—the most significant U.S. energy-focused trip to the country in nearly three decades. The goal was to revitalize Venezuela's struggling oil sector through investments, licensing reforms, and legal changes. Chevron's return to processing Venezuelan oil in U.S. Gulf Coast refineries signals a thawing of U.S.-Venezuela energy relations.

**3. Tightening Global Oil Markets**

The discussion covers how U.S. sanctions pressure on Russian and Iranian oil flows is creating tighter-than-expected oil markets. Millions of barrels of sanctioned crude are accumulating in floating storage, affecting global supply dynamics. In a memo covered by Bloomberg, President Putin proposes trading the US dollar, signaling a potential end to the war in Ukraine.

**4. Trump Administration's Coal Industry Support**

President Trump issued an executive order leveraging federal purchasing power to sustain coal operations, framing it as a national security matter. The Tennessee Valley Authority (TVA) also decided to keep two major coal facilities operational beyond their originally scheduled closure dates.

**5. Energy & Financial Markets Analysis**

The transcript includes commentary on the performance of various energy sector companies (oil, gas, and coal) and the host's personal trading strategies and market observations.

1.The End to the Ukraine War May Be at Hand with Putin Asking President Trump to Return to the US Dollar

2.What Should Investors Look at After Secretary Chris Wright’s Trip to Venezuela?

3.Chevron Taps Into Venezuelan Oil as Crude is Being Processed in US. What does this mean for investors?

4.Vitol CEO Says Oil Market Tightens on Geopolitical Squeeze

5.Trump to Assign Pentagon to Buy Electricity from Coal to Keep Them Alive

6.TVA Does Not Want to Close Two Coal-Fired Power Plants: A Shift in Energy Strategy Amid Rising Dema

7.China’s Clean Energy Machine is Based on Oil and Coal to Survive

8.Trump Set to Repeal Landmark Climate Finding in Gigantic Regulatory Rollback

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

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

Chet Love stopped by the Energy News Beat Podcast, and we had an absolute blast. Chet has a wild background and is working to solve problems in the AI/Data Center and business space. We had fun talking about wind, solar, and how Elon's vision could hold the key.

The main topics discussed in this podcast are:

1. The state of the US energy industry and grid infrastructure:

- The challenges with renewable energy sources like solar and wind, and the need for a balanced energy mix including natural gas.

- The importance of securing the supply chain and manufacturing capabilities for energy technologies within the US.

- Concerns about grid security and vulnerabilities, especially related to equipment sourced from China.

- The need to invest in and modernize the US energy infrastructure to meet growing demand, especially from data centers and new technologies.

2. The role of government policy and leadership:

- Praise for the policies and actions taken by the Trump administration to support the energy industry and domestic manufacturing.

- Criticism of the Biden administration's policies and their impact on energy security and affordability.

- The importance of bipartisan, fact-based policymaking focused on serving the best interests of all Americans.

3. The future of technology and innovation:

- The growth of AI, data centers, and other emerging technologies and their increasing energy demands.

- Opportunities for technological innovations like space-based solar and advanced energy storage.

- The need to align technological progress with energy infrastructure development.

4. The importance of American competitiveness and national security:

- Concerns about China's growing influence and aggression, and the need to counter this through domestic energy and manufacturing capabilities.

- The role of energy security in maintaining US global competitiveness and national security.

Connect with Chet Love on his LinkedIn https://www.linkedin.com/in/chetlove/

Chet's article on Real Clear Energy America First Demands International Energy Alliances

Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/

Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

In this Super Bowl Sunday edition of the Energy News Beat Stand Up, we cover Wind and key oil and gas updates. With the Strait of Hormuz having threats of more tankers being seized, which is escalating short-term oil prices, we cover some hard, cold facts about wind.

Let's push nationally to level the playing field for Wind and Solar by including their costs in projects, storage, and the additional maintenance that the spinning up and down of gas turbines pass on to consumers. With no subsidies for the wind, solar, and storage technology is supposed to be cheaper, let's install all of them. But let's include land reclamation, recycling, and grid resilience without subsidies, and see how many wind and solar farms get installed.

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

1. The high costs and challenges associated with wind energy, including the need to frequently replace wind turbines, the lack of profitability, and the issues with recycling and disposing of old turbine blades.

Michael Tanner and Stu Turley discuss how wind energy is not as cost-effective or environmentally friendly as it is often portrayed. They highlight examples like a wind farm in Texas that is replacing 100 turbines after only 5 years, and the toxic waste problems caused by abandoned and discarded turbine blades.

2. The advantages of traditional energy sources like natural gas and coal over renewable energy for grid reliability and resilience, especially in cold weather climates.

The hosts argue that energy sources like natural gas and coal are better able to withstand extreme weather conditions compared to wind and solar, which can experience significant output drops during freezing temperatures.

3. The financial and regulatory challenges facing the renewable energy industry, particularly in states like New York that have set ambitious clean energy targets.

The transcript discusses how the costs of implementing renewable energy are much higher than expected, leading to financial issues and a reliance on fossil fuels that contradicts the stated environmental goals.

4. The global expansion and technical expertise of U.S. oil and gas companies, and how they are leveraging this to gain a competitive advantage internationally.

The discussion touches on how U.S. oil majors like Chevron and ExxonMobil are using their technical capabilities to grow their business overseas, in contrast to European oil companies that have shifted more towards renewable energy. We also cover Liberty Energy's different view of being an oilfield service company.

1.100 Wind Turbines Get an Upgrade in Texas, but at What Cost?

2.Texas Sues Wind Turbine Recycler Over 3,000 Blades Dumped In Sweetwater

3.Wind Costs Hitting New York’s Utopian Green-Energy Party Where It Hurts

4.Finland Wind Turbine Blades Freeze, Curbing Green Power Output. Yet another lesson on Grid Resilience

5.U.S. Oil Majors Are At the Front Lines of Energy Dominance Through Service

6.Liberty Energy Secures 330MW Power Deal to Support Data Center Expansion in Texas

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Shout out to Steve Reese and Reese Energy Consulting for sponsoring the podcast. https://reeseenergyconsulting.com/