In 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 this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley talks with Mikey Lucas, COO & Partner at MSB Global Services and Matrix Data Center, about the future of AI, data centers, and America’s energy dominance. Mikey shares his journey from self-taught entrepreneur to leading a three-gigawatt data center project powering the AI boom. The discussion covers: Why […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley welcomes Paul Auslander, CFP, and President of Seabridge Private Wealth, for a sharp, insightful dive into the economic and investment landscape following the passage of the “Big Beautiful Bill.” They unpack the bill’s impact on tax cuts, interest rates, energy dominance, and bond […]
Continue ReadingIn the sweltering heat of the Caribbean, tensions between the United States and Venezuela have simmered for years, fueled by oil riches, political animosity, and the shadowy world of drug trafficking. But recent events—a U.S. military strike on a suspected drug boat off Venezuela\’s coast that killed 11 people on September 1—have pushed the rhetoric […]
Continue ReadingIn the ever-evolving landscape of global energy, one trend stands out: the sharp decline in exploration capital expenditures (capex) by oil majors since the peak years around 2013. This pullback raises critical questions about future oil production capacity, especially as natural decline rates in existing fields demand massive investments to maintain supply. With demand from […]
Continue ReadingDaily Standup Top Stories Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility September 5, 2025 Clark Savage In a significant step toward advancing the U.S. nuclear energy sector, Oklo Inc. (NYSE: OKLO) has announced the commencement of the first phase of construction for a cutting-edge nuclear fuel recycling facility in Oak Ridge, […] Hyundai EV […]
Continue ReadingThe global push toward net zero emissions has been a cornerstone of climate policy and investment strategy for years, but recent developments suggest a significant shift. Major banks, once vocal supporters of environmental, social, and governance (ESG) initiatives, are increasingly retreating from these commitments. This trend raises critical questions for investors in the energy sector: […]
Continue ReadingDiamondback Energy, Inc. (NASDAQ: FANG), a leading independent oil and natural gas company focused on the Permian Basin, released its second-quarter 2025 financial and operating results on August 4, 2025. Alongside the earnings report, the company issued a detailed letter to stockholders, providing insights into its operational strategy, macroeconomic outlook, and future plans. This announcement […]
Continue ReadingLiberty Energy Inc. (NYSE: LBRT), a leading provider of hydraulic fracturing and related services in the oil and gas industry, released its second quarter 2025 earnings on July 24, 2025. The report showcased sequential improvements in key financial metrics amid a challenging energy market landscape, though year-over-year figures reflected broader industry pressures. This article analyzes […]
Continue ReadingDaily Standup Top Stories Trump’s Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety August 3, 2025 Clark Savage In a bold move to revitalize America’s energy sector, President Donald Trump has unveiled ambitious plans to quadruple U.S. nuclear power capacity by 2050, targeting an addition of 300 GW of new nuclear energy. This […] Net Zero Has […]
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