In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Michael Tanner and Stuart Turley argue that China’s ban on critical mineral exports could backfire by driving U.S. innovation and domestic refining. They explain China’s control lies in refining, not mining, and predict new capacity will emerge in the U.S. and Southeast Asia. The episode also covers China and Iran’s oil-for-infrastructure deal, California’s stalled oil projects, Baytex’s asset sale, and contrasting oil price outlooks from ConocoPhillips’ Ryan Lance and Occidental’s Vicki Holub — with a spotlight on natural gas demand from the AI boom.
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https://www.linkedin.com/in/stuturley/ and
Twitter: https://twitter.com/STUARTTURLEY16
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Twitter: https://twitter.com/mtanner_1
Timestamps:
00:00 - Intro
00:15 - The Current State of Critical Minerals in the US Market
06:54 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions
09:02 - Texas Oil Driller Taps Trump’s Team to Save California Crude Project
11:15 - Baytex Considers $3B Eagle Ford Asset Sale
15:23 - Where’s the Glut? Says ConocoPhillips CEO Ryan Lance
19:16 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?
22:09 - Outro
Links to articles discussed:
The Current State of Critical Minerals in the US Market
China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions
Texas Oil Driller Taps Trump’s Team to Save California Crude Project
Baytex Considers $3B Eagle Ford Asset Sale
Where’s the Glut? Says ConocoPhillips CEO Ryan Lance
Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?
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