In this episode of the Energy News Beat Daily Standup, Stuart Turley breaks down how Trump’s $1.2 trillion “Big Beautiful Bill” guts clean energy incentives, slashing EV tax credits and accelerating wind and solar phaseouts. Meanwhile, AI-driven data centers are fueling a $212 billion utility investment boom, but equipment shortages loom. Big Oil eyes a $1.2 trillion CCUS surge, though boards may resist as Trump moves to reclassify CO2. Spain’s grid blackout sparks record spending, yet stability concerns remain. Finally, Equinor’s Arctic oil discovery signals new geopolitical energy plays amid shifting global trade alliances.
Highlights of the Podcast
00:00 - Intro
01:08 - Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill
04:19 - Unprecedented Utility Investment Opportunity Driven by AI and Data Centers
06:41 - Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree
09:15 - Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout
11:58 - Norway’s Equinor Makes a Massive Oil Discovery in the Arctic
14:14 - Outro
Please see the links below or articles that we discuss in the podcast.
Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill
Unprecedented Utility Investment Opportunity Driven by AI and Data Centers
Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout
Norway’s Equinor Makes a Massive Oil Discovery in the Arctic
Follow Stuart On LinkedIn and Twitter
Follow Michael On LinkedIn and Twitter
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.