The Grid Crisis No One’s Ready For – ENB Weekly Recap

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down a pivotal week in energy and markets. The U.S. power grid is strained by AI, EVs, and aging infrastructure—creating big opportunities in battery storage, microgrids, and SMRs. A $14 trillion stock rally now hinges on a likely 25bps Fed rate cut, which could ease borrowing for energy investments. The IEA is walking back its peak oil claims under pressure, acknowledging oil and gas demand will grow for decades. Natural gas is set to dominate U.S., China, and India’s energy mix by 2050, while LNG exports are poised to double. But rising global decline rates mean trillions in capex are needed just to stay even—highlighting massive investment potential in U.S. energy infrastructure.

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https://www.linkedin.com/in/stuturley/ and

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Timestamps:

00:00 - Intro

01:14 - America’s Grid is Nearing Its Breaking Point

05:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?

10:36 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand

13:39 - Fed cuts rates by 0.25% after flagging risks from softening labor market

Natural Gas to Absolutely Dominate U.S., China and India’s Energy Mix by 2050

21:36 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.

25:04 - 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?

IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand

Fed cuts rates by 0.25% after flagging risks from softening labor market

Natural Gas to Absolutely Dominate U.S., China and India’s Energy Mix by 2050

Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.