In this episode of the Energy Newsbeat Daily Standup,Stuart Turley and Michael Tanner discuss the surge in Russian crude prices ahead of new U.S. sanctions, highlighting the U.S. strategy on Russia and AI’s growing influence on grid reliability. They also cover Trump’s upcoming speech on AI and energy policy, the implications of U.S. tariffs, and Russia's crude exports. The conversation touches on the potential impact of global oil consumption trends, the challenge of "peak oil," and the latest developments in the energy sector, including ExxonMobil borrowing crude from the Strategic Petroleum Reserve due to quality issues.
Highlights of the Podcast
00:00 - Intro
00:15 - Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability
03:50 - Trump’s “Major Statement” On Russia Is A Clumsy Attempt To Thread The Needle
06:43 - Russia Crude Shipments Gain Ahead of Trump’s Sanctions Threat
07:37 - Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High
12:46 - Market Updates
14:56 - ExxonMobil Borrows from SPR Due to Crude Quality Issue
17:19 - Outro
Please see the links below or articles that we discuss in the podcast.
Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability
Trump’s “Major Statement” On Russia Is A Clumsy Attempt To Thread The Needle
Russia Crude Shipments Gain Ahead of Trump’s Sanctions Threat
Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High
ExxonMobil Borrows from SPR Due to Crude Quality Issue
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