In this episode of Energy Newsbeat Daily Standup, hosts Stuart Turley and Michael Tanner unpack why America’s aging grid nearing collapse is actually great news for savvy investors. They explore the rising strain from AI, EVs, and outdated infrastructure, while spotlighting trillion-dollar opportunities in behind-the-meter tech like battery storage and microgrids. The duo also breaks down Fed rate cut expectations, California’s pipeline mess, the IEA’s retreat on peak oil forecasts, and global energy policy contradictions from Brussels to Beijing. Energy markets are shifting—this episode tells you where the smart money’s headed.
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Follow Stuart On LinkedIn:
https://www.linkedin.com/in/stuturley/ and
Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and
Twitter: https://twitter.com/mtanner_1
Timestamps:
00:00 - Intro
00:14 - America’s Grid is Nearing Its Breaking Point
04:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?
09:37 - California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling
11:49 - US urges EU to ditch Russian oil and gas faster
13:09 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand
16:12 - USA EIA Reveals Latest Brent Oil Price Forecast
22:08 - Markets Update
23:56 - Rig Count Update
23:58. - Frac Count Update
25:18 - Outro
Links to articles discussed:
America’s Grid is Nearing Its Breaking Point
$14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?
California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling
US urges EU to ditch Russian oil and gas faster
IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand
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