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  • EIA Lowers Price Forecast

    EIA Lowers Price Forecast
    2024/05/14

    In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key headlines including the USA EIA lowering its Brent oil forecast, the EU's new sanctions against Moscow and Minsk, the potential for nuclear energy to address Texas's grid reliability, and Chinese firms developing oil and gas fields in Iraq. They also delve into market updates and the controversial accusation of U.S. shale companies colluding to manipulate oil prices, highlighting the complexities and challenges facing the oil and gas industry.

    Highlights of the Podcast

    00:00 - Intro

    01:11 - USA EIA Lowers Brent Oil Price Forecasts

    06:19 - EU Unleashes Sweeping Sanctions Against Moscow and Minsk

    07:52 - Addressing Texas grid reliability: Time to go nuclear?

    09:58 - Chinese firms to develop oil and gas fields in Iraq

    13:21 - Markets Update

    15:00 - US shale companies accused of collusion over oil price

    20:13 - Outro

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

    USA EIA Lowers Brent Oil Price Forecasts

    May 13, 2024 Mariel Alumit

    The U.S. Energy Information Administration (EIA) lowered its Brent oil price forecast for 2024 and 2025 in its latest short term energy outlook (STEO), which was released recently. In its May STEO, the EIA projected […]

    EU Unleashes Sweeping Sanctions Against Moscow and Minsk

    May 13, 2024 Mariel Alumit

    The EU proposes measures including restrictions on Russian LNG transshipment, ban on investing in key Russian LNG projects, and expanded liability for sanctions violations. Additional sanctions target Russian media outlets, state financing for EU-based political […]

    Addressing Texas grid reliability: Time to go nuclear?

    May 13, 2024 Mariel Alumit

    Without additional dispatchable power generation, traditionally from fossil fuels, Texas is vulnerable to power outages during peak demand periods if solar and wind power sources fall short. Thirty years after Texas’ last nuclear plant opened, […]

    Chinese firms to develop oil and gas fields in Iraq

    May 13, 2024 Mariel Alumit

    Baghdad (IraqiNews.com) – Iraq launched a licensing round on Saturday for 29 oil and gas projects to develop huge gas reserves to help provide electricity to the country and attract foreign investments worth billions of […]

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    21 分
  • 25 States Sue Over EPA Plant Rules

    25 States Sue Over EPA Plant Rules
    2024/05/13
    In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss a range of topics concerning energy and environmental policies. They cover several states suing the EPA over power plant regulations deemed unachievable, New York's faltering climate initiatives, and the challenges the U.S. faces in supplying enough power for its high-tech ambitions. Additionally, they talk about a House bill aimed at reducing bureaucratic hurdles around nuclear power, emphasizing its potential for providing reliable and clean energy. The episode also highlights the International Energy Agency's report on the need for low-cost solutions to provide billions with access to modern cooking facilities, stressing the significant health and environmental benefits. Lastly, they touch upon the financial markets, noting trends in oil prices, rig counts, and overall market movements.Highlights of the Podcast00:00 - Intro01:26 - 25 States Sue EPA Over Unachievable Power Plant Regulations03:45 - New Climate Reality is Passing New York By06:08 - There’s Not Enough Power for America’s High-Tech Ambitions09:20 - US House passes Rep. John Curtis’ bill to remove ‘red tape’ around nuclear power11:03 - Low-cost solutions can give billions access to modern cooking by 2030, but the world is failing to deliver15:28 - Markets Update20:57 - OutroPlease see the links below or articles that we discuss in the podcast.25 States Sue EPA Over Unachievable Power Plant RegulationsMay 11, 2024 Stu TurleyWest Virginia and Indiana are leading a group of 25 states asking for the U.S. Court of Appeals for the District of Columbia to declare the U.S. Environmental Protection Agency’s new rule on coal, natural […]New Climate Reality is Passing New York ByMay 12, 2024 Stu TurleyNote: For quite a while now I have put my Citizens Guide to the Climate Act article as the top post on the website because it summarizes the Climate Leadership & Community Protection Act (Climate Act). This post updates my […]There’s Not Enough Power for America’s High-Tech AmbitionsMay 12, 2024 Stu Turley ATLANTA—Bill Thomson needs power fast. The problem is that many of the other businesspeople racing into Georgia do too. Thomson heads marketing and product management at DC Blox, which in recent years built a […]US House passes Rep. John Curtis’ bill to remove ‘red tape’ around nuclear powerMay 10, 2024 Mariel AlumitWASHINGTON — The U.S. House of Representatives approved a bill Wednesday aimed at accelerating nuclear power projects, which was sponsored by Utah Rep. John Curtis. Curtis, a Republican and founder of the Conservative Climate Caucus, has […]Low-cost solutions can give billions access to modern cooking by 2030, but the world is failing to deliverMay 12, 2024 Stu TurleyWomen and children bear brunt of harm from lack of clean cooking, which can be solved with modest investment, bringing major benefits in terms of health, development, gender equality and climate Nearly one in three […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
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    22 分
  • Week Recap: Human Rights, Policy Pivots, and the Push for Clean Energy

    Week Recap: Human Rights, Policy Pivots, and the Push for Clean Energy
    2024/05/11
    In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discuss various energy sector topics in their podcast, focusing heavily on ethical and environmental implications of energy production. They debate the responsibilities of companies like Tesla and Glencore in addressing human rights abuses in resource procurement, criticize the lack of reclamation strategies in renewable energy sectors, and express concerns over government and corporate actions in the oil and gas industry, including market manipulation and the effectiveness of environmental regulations. Additionally, they explore the role of natural gas as a transitional fuel in achieving energy sustainability and the challenges posed by reliance on renewable energy sources without adequate backup solutions.Highlights of the Podcast00:00 - Intro01:14 - Tesla battery material supplier tops list of human rights abuses for second year in a row06:44 - Environmentalists ignore renewables’ waste09:44 - Exxon to Close Pioneer Deal as FTC Forces Out Sheffield20:05 - Replacing a Talen Energy coal-fired power plant with battery storage is infeasible: PJM22:14 Biden Administration Bans Fossil Fuels in Federal Buildings23:58 - Shell sold millions of ‘phantom’ carbon credits28:40 - Wisconsin ratepayers, still paying off the coal plants of the past, asked for $2 billion for the gas plants of the future32:37 - OutroPlease see the links below or articles that we discuss in the podcast.Tesla battery material supplier tops list of human rights abuses for second year in a rowMay 4, 2024 Stu TurleyTesla buys battery materials from the mining giant with the most allegations of human rights abuses against it in a database of abuses tied to clean energy. Mining company Glencore has racked up at least […]Environmentalists ignore renewables’ wasteMay 5, 2024 Stu TurleyENB Pub Note: This is a major topic, and the land reclamation and disposal of wind and solar components need to be addressed at the front end of the projects. Farmland and landowners are getting […]Exxon to Close Pioneer Deal as FTC Forces Out SheffieldMay 3, 2024 Mariel AlumitThe US Federal Trade Commission declined to challenge Exxon Mobil Corp.’s $60 billion purchase of Pioneer Natural Resources Co. but asserted that Scott Sheffield, Pioneer’s co-founder, must not take a seat on the supermajor’s board. […]Replacing a Talen Energy coal-fired power plant with battery storage is infeasible: PJMMay 6, 2024 Mariel AlumitAn 800-MW, four-hour battery is “not a realistic option” for replacing Talen Energy’s 1,280-MW, coal-fired Brandon Shores power plant near Baltimore, according to the PJM Interconnection. The Sierra Club’s proposed battery storage solution to fill […]Biden Administration Bans Fossil Fuels in Federal BuildingsMay 6, 2024 Mariel AlumitThe rule, mandated by the Energy Independence and Security Act of 2007, requires federal buildings to phase out fossil fuel usage by 2030. The focus is on transitioning to cleaner electricity sources like wind and […]Shell sold millions of ‘phantom’ carbon creditsMay 7, 2024 Stu Turley“Shell sold millions of carbon credits tied to CO₂ removal that never took place to Canada’s largest oil sands companies, raising new doubts about a technology seen as crucial to mitigating greenhouse gas emissions. As […]Wisconsin ratepayers, still paying off the coal plants of the past, asked for $2 billion for the gas plants of the futureMay 8, 2024 Mariel Alumit WEC Energy Group in southeastern Wisconsin is planning to significantly expand its capacity for natural gas electricity generation, even as it has vowed to reach net-zero carbon emissions by 2050. In recent filings by […]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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    33 分
  • Sanctions Don’t Work and Pipelines Matter!

    Sanctions Don’t Work and Pipelines Matter!
    2024/05/09
    In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss energy issues in their podcast, focusing on state energy policies, international energy dynamics, and local energy challenges. They highlight Texas's successful energy model due to its diverse sources and lower prices compared to states like California and New York. Discussions also cover Russia's strategic gas pricing to China versus Europe, the financial impacts of coal plants in Wisconsin, and the flaws in EU and U.S. energy strategies. The conversation emphasizes the importance of diverse energy sources and the complexities of global energy supply chains.Highlights of the Podcast00:00 - Intro01:32 - Lessons from Texas for California, New York and Other Green Virtue Signaling States04:09 - Russia to supply China with gas by almost 30% cheaper than European consumers by 2027 – Bloomberg06:07 - Wisconsin ratepayers, still paying off the coal plants of the past, asked for $2 billion for the gas plants of the future10:04 - We need to talk about Chinese and US influence in Europe’s energy industry13:14 - Markets Update14:24 - Oil Stabilizes on Small Crude Draw18:57 - OutroPlease see the links below or articles that we discuss in the podcast.Lessons from Texas for California, New York and Other Green Virtue Signaling StatesMay 8, 2024 Mariel AlumitDrops in power generation from wind farms, hydro dams and nuclear reactors has forced the operator of the electric grid in Texas – one of the largest power systems in the United States – to […]Russia to supply China with gas by almost 30% cheaper than European consumers by 2027 – BloombergMay 8, 2024 Mariel AlumitRussia will supply gas to China at a price 28% lower than the one for European consumers at least until 2027. Source: Bloomberg with reference to the forecast of the Ministry of Economic Development of the Russian […] Wisconsin ratepayers, still paying off the coal plants of the past, asked for $2 billion for the gas plants of the futureMay 8, 2024 Mariel Alumit WEC Energy Group in southeastern Wisconsin is planning to significantly expand its capacity for natural gas electricity generation, even as it has vowed to reach net-zero carbon emissions by 2050. In recent filings by […]We need to talk about Chinese and US influence in Europe’s energy industryMay 8, 2024 Mariel AlumitThe EU’s climate agenda is in trouble. The Green Deal, which aims to slash the bloc’s carbon emissions by 55% by 2030, had started off promisingly after several major pieces of legislation were adopted, including its […]Oil Stabilizes on Small Crude DrawMay 8, 2024 Mariel AlumitCrude oil prices recovered lost territory today after the U.S. Energy Information Administration reported an inventory draw of 1.4 million barrels for the week to May 3. This compared with a build of 7.3 million barrels estimated […] Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
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    20 分
  • "Shell" Games with Carbon Credits

    "Shell" Games with Carbon Credits
    2024/05/08

    In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner discusses various energy sector topics including a report by Greenpeace accusing Shell of selling millions of phantom carbon credits, the U.S. Department of Energy's plans to purchase crude oil for the Strategic Petroleum Reserve, and a general overview of the day's financial movements in oil and gas markets. Tanner critiques the effectiveness and sincerity of environmental policies, particularly highlighting the controversy and alleged hypocrisy within the environmental activist groups like Greenpeace. He also covers financial updates, mentioning specific companies like Cord and Sandridge, and provides insights into market trends and the strategic maneuvers of major oil companies.

    Highlights of the Podcast

    00:00 - Intro

    01:06 - Shell sold millions of ‘phantom’ carbon credits

    05:50 - U.S. Dept. of Energy To Purchase Crude for Strategic Petroleum Reserve

    09:31 - U.S. API Weekly Crude Oil Stock

    10:47 - Chord Energy Reports

    12:54 - Sandridge Energy Earnings

    14:41 - Outro

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

    Shell sold millions of ‘phantom’ carbon credits

    May 7, 2024 Stu Turley

    “Shell sold millions of carbon credits tied to CO₂ removal that never took place to Canada’s largest oil sands companies, raising new doubts about a technology seen as crucial to mitigating greenhouse gas emissions. As […]

    U.S. Dept. of Energy To Purchase Crude for Strategic Petroleum Reserve

    May 7, 2024 Mariel Alumit

    ENB Pub Note: I bet they don’t ever fill it. It is too close to November Elections. The U.S. Department of Energy (DOE) has announced a new solicitation to purchase oil to replenish the […]

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    15 分
  • Blackrock LOVES Oil Now?

    Blackrock LOVES Oil Now?
    2024/05/07
    In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss the infeasibility of replacing a Talen Energy coal-fired power plant with battery storage according to PJM, criticize renewable energy's cost-effectiveness, and examine a report challenging climate change narratives. They also comment on the Biden administration's fossil fuel ban in federal buildings, note a pragmatic shift among major financial institutions like JP Morgan and Blackrock regarding energy investments, and analyze Saudi Arabia's oil pricing strategy and its potential to establish a global oil price floor.Highlights of the Podcast00:00 - Intro01:15 - Replacing a Talen Energy coal-fired power plant with battery storage is infeasible: PJM03:28 - GREGORY WRIGHTSTONE: Scientific Report Pours Cold Water On Major Talking Point Of Climate Activists05:34 - Biden Administration Bans Fossil Fuels in Federal Buildings07:22 - Surprise! The World’s biggest bankers are suddenly energy pragmatists10:04 - steadies as ceasefire eludes Hamas, Israel11:14 - Saudi Arabia’s Price Increase Could Indicate Oil Price Floor14:04 - Outro Please see the links below or articles that we discuss in the podcast.Replacing a Talen Energy coal-fired power plant with battery storage is infeasible: PJMMay 6, 2024 Mariel AlumitAn 800-MW, four-hour battery is “not a realistic option” for replacing Talen Energy’s 1,280-MW, coal-fired Brandon Shores power plant near Baltimore, according to the PJM Interconnection. The Sierra Club’s proposed battery storage solution to fill […]GREGORY WRIGHTSTONE: Scientific Report Pours Cold Water On Major Talking Point Of Climate ActivistsMay 6, 2024 Mariel AlumitThe purveyors of climate doom will not tolerate the good news of our planet thriving because of modest warming and increasing atmospheric carbon dioxide. However, a recent scientific paper concludes that an optimistic vision for Earth and […]Biden Administration Bans Fossil Fuels in Federal BuildingsMay 6, 2024 Mariel AlumitThe rule, mandated by the Energy Independence and Security Act of 2007, requires federal buildings to phase out fossil fuel usage by 2030. The focus is on transitioning to cleaner electricity sources like wind and […]Surprise! The World’s biggest bankers are suddenly energy pragmatistsMay 6, 2024 Mariel AlumitJP Morgan, BlackRock drop out of climate banker cabal, and admit the Net Zero transition is “delayed” In February three of the four largest financial houses in the world, left the giant financial cabal called“Climate […]Oil steadies as ceasefire eludes Hamas, IsraelMay 6, 2024 Mariel AlumitHOUSTON, May 6 (Reuters) – Oil futures rose on Monday after Saudi Arabia hiked June crude prices for most regions and as the prospect of a quick agreement for a Gaza ceasefire deal appeared slim, […]Saudi Aramco in Talks to Buy Shell Gas Stations in MalaysiaMay 6, 2024 Mariel AlumitFour unnamed sources have told Reuters that Saudi state-run oil giant Aramco is in talks to potentially acquire Shell’s billion-dollar gas station business in Malaysia, where the Dutch supergiant owns a network of nearly 1,000 […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
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    14 分
  • Sheffield Gets Khan'ed!

    Sheffield Gets Khan'ed!
    2024/05/06
    In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discussed several pressing issues in the energy sector. Key topics included Tesla's battery supplier topping the list of human rights abuses for a second year, driven by child labor concerns in cobalt mining, and the potential for a natural gas boom due to increased demand from power companies and data centers. They also critiqued the G7's agreement to end coal use by 2035 and highlighted environmental and logistical challenges in fully transitioning to renewable energy sources like wind and solar. Additionally, they delved into allegations against the CEO of an oil company potentially colluding with OPEC to influence oil prices, and the implications of this for industry regulation and corporate governance. The podcast wrapped up with discussions on various companies' earnings reports and broader market trends affecting the energy sector.Highlights of the Podcast00:00 - Intro01:45 -Tesla battery material supplier tops list of human rights abuses for second year in a row07:15 - AI could drive a natural gas boom as power companies face surging electricity demand11:18 - G7 Agrees To End Coal Use But Can It?13:56 - Environmentalists ignore renewables’ waste16:57 - Ban on Russian uranium helps US build nuclear fuel capacity, official says21:02 - Markets Update24:36 - Exxon to Close Pioneer Deal as FTC Forces Out Sheffield39:09 - OutroPlease see the links below or articles that we discuss in the podcast.Tesla battery material supplier tops list of human rights abuses for second year in a rowMay 4, 2024 Stu TurleyTesla buys battery materials from the mining giant with the most allegations of human rights abuses against it in a database of abuses tied to clean energy. Mining company Glencore has racked up at least […]AI could drive a natural gas boom as power companies face surging electricity demandMay 5, 2024 Stu TurleyNatural gas producers are bullish on demand as they see significant upside from the immense energy needs of artificial intelligence and data centers. Electricity demand is forecast to grow 20% by 2030, according to Wells […]G7 Agrees To End Coal Use But Can It?May 5, 2024 Stu TurleyThe United States, the UK, Italy, France, Japan, Germany, and Canada this week struck an agreement to end the use of coal for power generation by 2035. Coal as a source of power generation across […]Environmentalists ignore renewables’ wasteMay 5, 2024 Stu TurleyENB Pub Note: This is a major topic, and the land reclamation and disposal of wind and solar components need to be addressed at the front end of the projects. Farmland and landowners are getting […]Ban on Russian uranium helps US build nuclear fuel capacity, official saysMay 4, 2024 Stu TurleyWASHINGTON, May 3 (Reuters) – The U.S. has been preparing since 2022 for the possibility that Russian President Vladimir Putin would stop selling it nuclear power fuel, and a pending ban on Russian imports will […]Exxon to Close Pioneer Deal as FTC Forces Out SheffieldMay 3, 2024 Mariel AlumitThe US Federal Trade Commission declined to challenge Exxon Mobil Corp.’s $60 billion purchase of Pioneer Natural Resources Co. but asserted that Scott Sheffield, Pioneer’s co-founder, must not take a seat on the supermajor’s board. […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
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    40 分
  • Week Recap: Biden's Rules, China's Probe, Tesla, New Geothermal

    Week Recap: Biden's Rules, China's Probe, Tesla, New Geothermal
    2024/05/04
    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 分