Energy News Beat Podcast

The Global Energy Markets are changing, and Giacomo Prendelli (Jack) stops by the Energy News Beat podcast.There are just some great days in the world, and today was no exception. I had the honor of visiting with Giacomo Prandelli of the Merchant’s News Substack. It was a great time. After doing over 1,000 episodes, I can tell if the conversation feels like 5 minutes, it was a good Conversation in Energy.I started reading The Merchant’s News Substack and was impressed with Giacomo’s (Jack) articles and research. Today’s discussion was really a great setup for the geopolitical issues the Trump Adminstration is facing while trying to keep energy prices down. Key Discussion points:1. The current state of the oil and energy markets, including factors affecting oil prices such as geopolitical tensions, production levels, and demand.2. The shifting global power dynamics, with the United States, Russia, China, and India emerging as the key players, while the European Union and the UK are seen as declining in influence.3. The impact of the Russia-Ukraine war on energy markets and the potential role of the United States in shaping the outcome.4. The challenges faced by the renewable energy transition, including the reliability and cost-effectiveness of technologies like wind and solar compared to traditional fossil fuels.5. The potential for countries like Libya and Guyana to become important oil producers with low production costs.6. The issues facing the energy infrastructure and policies in California, particularly the reliance on oil pipelines and the push towards renewable energy.7. The background and motivation behind the Merchant’s News Substack, which the host sees as a valuable source of analysis and insights on energy and commodity markets.Time Stamps:00:18 Introduction in Switzerland02:18 Shadow Fleet Ends05:00 Energy Policies and the EU, and UK07:57 World bifurcating into new trading blocs13:18 NATO18:26 Investment Charts Gold, metals, and Oil25:29 Biden and Trump have different moves as leaders29:17 Russia, North Africa, and EuropeDo not judge the site based on the landing page. The great cartoons are eye-catching with fantastic details behind the story. When I first started reading his articles and finding out what he was writing about, I was shocked. When you jump into his articles and financial discussions, you can walk away with a great appreciation for the work he is putting into every article. You can also find Jack on his LinkedIn here. (https://www.linkedin.com/in/prandelligiacomo/)Check out his post on X. Jack PrandelliFor the Full Transcript: https://theenergynewsbeat.substack.com/ (https://theenergynewsbeat.substack.com/)or https://energynewsbeat.co/ (https://energynewsbeat.co/)

What a week in the oil and gas markets. We have Dark Fleet Tankers over the weekend rolling up on Venezuela to be filled up, and Michael Tanner and Stu Turley talked about it on the Sunday release of the Energy News Beat Stand Up. Stu points out that President Trump needs to pay attention, as if he does not enforce the sanctions, we might as well ignore OPEC and the pricing models.Sure enough, on Tuesday, President Trump rolls out the blockade, and DRW on The Hot Take of the Day has a great article on his Substack. Stu has reached out to get him scheduled for another interview.Throw on a good Gavin Newsom problem this week with Oregon, Washington, and more refineries, and we have a wild ride forming up like a thunderstorm in Q1 2026.1. The situation in Venezuela and the potential impact on oil supply and prices. Stu discusses how the U.S. actions against Venezuela could affect global oil markets.2. The possibility of an upcoming commodity bull run, particularly in the oil market. Stu cites an article suggesting that oil could be the next commodity to see a major price increase.3. The tensions between global energy companies like ExxonMobil and European regulations, with Stu discussing how stricter EU policies could prompt ExxonMobil to exit the European market.4. The importance of energy infrastructure projects like the Western Gateway Pipeline to ensure energy security on the U.S. West Coast.5. New regulations in New York requiring greenhouse gas reporting, which the host suggests could lead to oil and gas companies leaving the state.6. The progress on the Alaska LNG pipeline project, which the host sees as a positive development for U.S. energy exports.Time Stamps:01:10 DRW talks about Venezuela Oil and Chris Wright03:17 ExxonMobil and Chevron to benefit03:50 Is President Trump's team listening to Energy News Beat04:45 Will Oil be the next in the commodity markets? 06:01 The EU's worst legislation ever08:00 Phillips 66 Pipeline to the West - Could be a help to California in a few years10:20 New York Needs to Learn from the EU - New Climate Regulations12:25 Alaska LNG gets green lightsBuckle up, we are in for a wild 2026.Stories Covered in the Stand UP1. Venezuela Isn’t Escalation — It’s Supply Management2. Will Oil Be the Next in the Commodity Bull Run?3 .The EU’s Worst Piece of Legislation, According to an Exxon Top Executive May Force Exxon Out of the EU4 .Phillips 66 Sees an Opportunity to Supply the West Coast with the Western Gateway Pipeline: A National Security Imperative5.

It's been a wild time in the markets; there are many questions in the oil and gas markets. Will the Trump Administration stop the dark fleet tankers from filling up 4 million barrels this weekend, as they did with the one they confiscated last week? 1. The Trump administration’s actions against Venezuela, including the capture of a “dark fleet” oil tanker. We discuss whether this is more about oil or a show of force against the Venezuelan government. Stu chimes in that Panama is not renewing their “Belt and Road” initiative with China, so did taking the Tanker last week prove that this is more about the Monroe Doctrine? 2. The potential impact on the oil and gas markets if there is a regime change in Venezuela, including the possibility of increased foreign investment and production.You have to ask the question Who has the most oil reserves? Then you have to ask which companies produce the most oil, as energy policies and profits matter. If you have huge reserves but you can’t get the oil and gas out of the ground because of corruption, you might as well not have the natural resources. 3. The European Union’s decision to freeze Russian central bank assets in response to the war in Ukraine, and the potential retaliatory actions Russia could take by restricting energy exports to Europe.4. The growth of AI data centers in Texas and concerns about the ability of the Texas power grid to handle the increased electricity demand.5. A comparison of electricity prices between Democratic and Republican-leaning states, with the transcript suggesting Democratic states tend to have higher electricity rates.Time Stamp for Chapters: 00:20 Regime Change in Venezuela will change the markets04:39 Dark Fleet has 2 tankers in Venezuela, will President Trump intercept? 08:16 EU seizes Russian money, and it won’t end well. 18:16 Blue states’ energy is higher due to policies25:24 The world is healing1.Regime Change in Venezuela Will Change the Oil Markets2.Dark Fleet Oil Ships Dock in Venezuela, Showing Challenge for US3.What Are the Impacts to the EU Should They Seize Russian Monetary Assets?4.Ukrainian Drone Strikes Escalate: Afipsky Refinery Hit Amid Wave of Attacks on Russian Oil Infrastructure5.Is the AI Data Center Build Out in Texas a Home Run or a Potential Bust?6.

Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme.2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years.3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected.4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals.5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term.00:00 Intro Return to Tangibles01:11 ETF LENS is by Sarmaya Partners03:35 Is the world oversupplied with oil06:10 Geopolitical Risk to Oil07:09 Shale Boom and Break-even for Oil10:06 Companies looking for exploration locations11:38 Policy impacting prices16:58 Market Cycles20:21 Markets like Copper23:42 Global Markets and deindustrialization27:15 Grid complexities of AC vs DC28:56 Renewables impact on Energy37:30 Investing and day trading 41:45 Recycling and Copper48:20 Nuclear and AIFollow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/ (https://www.linkedin.com/in/wasiflatif/)Check out https://sarmayapartners.com/ (https://sarmayapartners.com/)Check out the Substack: https://sarmayakar.substack.com/ (https://sarmayakar.substack.com/)Check out the full Transcript on https://energynewsbeat.co/ (https://energynewsbeat.co/)and https://theenergynewsbeat.substack.com/ (https://theenergynewsbeat.substack.com/)

Today on the Energy News Beat, Stand up Stu Turley and David Blackmon talk about the critical issues around Data Centers, Venezuela, Chevron, and how investors would react. With an oil platform in the Caspian Sea hit by Ukrainian drones, another Russian Tanker hit, and the U.S. boards a tanker loaded with Venezuelan oil, you can't buy this kind of entertainment. Years ago, oil would have spiked to $20, and today it's going down. 1. The data center boom and its impact on power grids, especially in the PJM region of the northeastern United States. The transcript discusses how the rapid growth of data centers is straining power grids and causing utility rates to rise. 2. Chevron's operations in Venezuela and the complex geopolitical situation there, including the enforcement of US sanctions and the potential for regime change.3. Innovative solutions to power data centers, such as the supersonic engine developed by Boom Supersonic, that can be used to power AI data centers.4. Concerns about a potential "bubble" in the data center industry due to the rapid growth and large investments.5. Partnerships between energy companies and data center operators, such as Exxon's deal with NextEra to develop a gigawatt-scale data center.6. The importance of developing domestic rare earth refining capabilities in North America to reduce reliance on China.7. The boom in US solar installations is driven by the impending expiration of tax credits and concerns about the sustainability of this growth.8. Ongoing mergers and acquisitions in the natural gas sector, as companies seek to gain economies of scale.00;00 Introduction Data Centers01:20 PJM Grid Growth in West Virginia04:26 Chevron and Venezuela on the Front Lines08:41 Symphonic Supersonic new gas turbine for data centers12:58 Exxon is working with NextEra to develop a Gigawatt Data Center16:00 US Solar is setting up for a crash23:41 Exxon and Chevron ChartsThanks to David Blackmon for stopping by the ENB Stand Up and sharing his Forbes Article and expertise. Please subscribe to him at https://blackmon.substack.com/ (https://blackmon.substack.com/)Shout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/ (https://reeseenergyconsulting.com/)Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/