In a bold move signaling the return of \”America First\” energy diplomacy, President Donald Trump\’s administration unleashed a fresh barrage of sanctions this week targeting two of Russia\’s largest oil producers: Rosneft and Lukoil. These giants handle roughly half of Moscow\’s seaborne crude exports, amounting to about 3 million barrels per day out of Russia\’s […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by co-host Kimberly Page and Kirk Edwards, President of Latigo Petroleum, to discuss the evolving energy landscape in the Permian Basin. They cover the shift toward natural gas, AI-driven data center demand, LNG exports, pipeline development, and the impact of U.S. […]
Continue ReadingIn a move that reignites one of the most contentious debates in American energy policy, the Trump administration has flung open the doors to oil and gas leasing in Alaska\’s Arctic National Wildlife Refuge (ANWR). On October 23, 2025, U.S. Interior Secretary Doug Burgum announced the completion of a plan to make the refuge\’s entire […]
Continue ReadingJosh Young, founder and CEO of Bison Interests, joins David Blackmon and Stu Turley to unpack the major developments shaping today’s energy markets. From new sanctions and shifting trade policies to rare earth supply issues and OPEC capacity, the conversation explores how political and geopolitical factors continue to influence oil, gas, and investment trends. Josh […]
Continue ReadingWeekly Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine […]
Continue ReadingAs the Ukraine conflict grinds into its fourth year, Western powers are once again turning to the familiar playbook of economic sanctions. This week, the United States slapped sweeping restrictions on Russia\’s two largest oil producers, Rosneft and Lukoil, while the European Union rolled out its 19th sanctions package, targeting over 100 shadow fleet tankers […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Wasif Latif, President of Sarmaya Partners, to explore the “Return to Tangibles” investment thesis. Latif explains why commodities like gold, silver, copper, and platinum are outperforming tech stocks and bonds in today’s market. He breaks down the geopolitical catalysts, surging industrial […]
Continue ReadingIn a move that underscores the relentless squeeze on California\’s fossil fuel industry, Valero Energy has confirmed it will proceed with shutting down its Benicia refinery by April 2026, despite last-ditch negotiations with state officials. The 145,000-barrel-per-day facility, a cornerstone of West Coast refining since 1968, falls victim to what Valero cites as an unforgiving […]
Continue ReadingThe U.S. Department of the Interior has taken a significant step to boost domestic energy production by reopening the Arctic National Wildlife Refuge (ANWR) to oil and gas exploration and restoring previously canceled leases to an Alaska state agency. This move, announced on October 23, 2025, marks a reversal of policies from the previous administration […]
Continue ReadingThe United States continues to solidify its position as a global energy powerhouse, with crude oil production reaching record highs amid robust domestic demand for petroleum products. As of 2025, U.S. oil output is forecasted to average 13.53 million barrels per day (mb/d), building on the momentum from 2024\’s 13.24 mb/d. This surge is largely […]
Continue Reading