DOE Report: Blackouts Surge, Investment Opportunities in Energy - ENB Weekly Recap

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers key developments including the DOE's alarming grid reliability report, signaling potential blackouts by 2030 and highlighting opportunities for investors in coal, natural gas, and nuclear sectors. The discussion also delves into the impact of the One Big Beautiful Bill on energy policies, regulatory reforms for oil, gas, and nuclear, and the evolving market conditions. Additionally, insights from the Dallas Fed Energy Survey reveal challenges in oil and gas production, while the surge in copper prices is explored in light of tariffs and growing demand for green energy infrastructure.

Highlights of the Podcast 

00:00 - Intro

00:18 - The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear

04:57 - Dallas Fed Energy Survey

12:29 - Ghost Factories Are a Warning Sign for Green Manufacturing’s Future

16:14 - Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?

18:58 - The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch

21:20 - DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape

24:39 - Copper Prices to the Moon After Trump Announces 50% Tariff

26:36 - Outro

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

The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear

Dallas Fed Energy Survey

Ghost Factories Are a Warning Sign for Green Manufacturing’s Future

Oil Markets Don’t Panic on the OPEC+ Production Push: Are They Maxed Out, and What Does It Mean for Global Oil Markets?

The World Needs Trillions in Oil and Gas Investment to Avoid a Supply Crunch

DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape

Copper Prices to the Moon After Trump Announces 50% Tariff

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Follow Michael On LinkedIn and Twitter

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