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September 25, 2025 18 mins

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down China’s exploding debt crisis and what it means for the yuan, global markets, and energy. They explore ExxonMobil’s push for repayment in Sakhalin, hinting at possible steps toward ending the Ukraine war, and react to Trump’s fiery UN energy speech. Plus, they cover ERCOT’s winter readiness, Russia’s surging oil exports despite sanctions, and Exxon’s massive $6.8B Guyana project—all while highlighting key market movements and energy investment insights.

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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

00:15 - Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets?

03:43 - ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War?

05:50 - Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases

09:05 - Texas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok?

10:36 - Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks

15:03 - Market Update

16:08 - Exxon Expands Guyana Output

17:54 - Outro

Links to articles discussed:

Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets?

ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War?

Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases

Texas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok?

Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks

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