In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discussed key trends in the global energy sector, including geopolitical shifts affecting natural gas markets and U.S. energy strategies under Trump's administration. They explored America's focus on mapping oil resources, the global race for uranium, and the surge in U.S. LNG exports with concerns about future growth. The session also touched on significant industry mergers and acquisitions, highlighting the dynamic interplay between global politics, energy strategies, and market movements.
Highlights of the Podcast
00:00 - Intro
01:17 - Redrawing of global energy markets map set to heap benefits on US
03:23 - Trump’s Energy Czar Has Plan to ‘Map, Baby, Map’ US Oil Bounty
06:00 - Is the West Losing the Race for Uranium?
07:32 - U.S. LNG Exports Surge But Long-Term Growth Uncertain
12:01 - Markets Update
13:10 - Rig Count Update
14:39 - ConocoPhillips to sell interest in Gulf of America assets to Shell for $735 million
15:45 - Diamondback Energy to expand in Permian basin with $4.08 billion deal
18:30 - Outro
Please see the links below or articles that we discuss in the podcast.
Redrawing of global energy markets map set to heap benefits on USTrump’s Energy Czar Has Plan to ‘Map, Baby, Map’ US Oil BountyIs the West Losing the Race for Uranium?U.S. LNG Exports Surge But Long-Term Growth UncertainConocoPhillips to sell interest in Gulf of America assets to Shell for $735 millionDiamondback Energy to expand in Permian basin with $4.08 billion dealFollowStuart On LinkedIn and Twitter
