Energy News Beat Podcast
Larry Fink All In on AI
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key energy headlines, including BlackRock CEO Larry Fink's shift in stance towards dispatchable power due to AI demands, the political climate crisis versus fossil fuel debate, Vermont's new law requiring oil companies to pay for climate change damages, the push for a nuclear power renaissance, and Ottawa's attempts to regulate oil companies' climate claims. They also review recent oil market trends, including ConocoPhillips' acquisition of Marathon Oil, and speculate on future mergers in the energy sector.
Highlights of the Podcast
00:00 - Intro
01:46 - Blackrock’s Larry Fink Jumps On “Next AI Trade”, Warning World Will Be “Short Power”
04:10 - Climate Crisis vs Drill Baby Drill – Soros heir urges Democrats to hammer Trump as ‘convicted felon at every opportunity’
07:07 - Vermont becomes 1st state to require oil companies to pay for climate change damages
10:12 - It’s Time for a Nuclear Power Renaissance
Ottawa tries to muzzle oil and gas companies with huge fines for praising their climate efforts
11:49 - Ottawa tries to muzzle oil and gas companies with huge fines for praising their climate efforts
14:37 - Oil settles down ahead of OPEC+ meeting, posts weekly loss
16:39 - ConocoPhillips to buy Marathon Oil in $17 billion all-stock deal that bolsters shale assets
19:49 - Outro
Please see the links below or articles that we discuss in the podcast.
Blackrock’s Larry Fink Jumps On “Next AI Trade”, Warning World Will Be “Short Power”
At the start of April, we penned a lengthy report for premium subs discussing why artificial intelligence data centers, the electrification of the economy, and onshoring trends will result in a major upgrade of the nation’s power grid. […]
Climate Crisis vs Drill Baby Drill – Soros heir urges Democrats to hammer Trump as ‘convicted felon at every opportunity’
ENB Pub Note: Make no mistakes about last week’s conviction of former President Trump. It is a referendum on climate change and one-world government control or energy freedom. Every oil and gas operator I work […]
Vermont becomes 1st state to require oil companies to pay for climate change damages
ENB Pub Note: This is just another example of lawfare that will only hurt consumers while projecting the climate crisis narrative. There are better ways to solve the problem. While we are at it, let’s […]
It’s Time for a Nuclear Power Renaissance
On May 29, the Biden administration announced “new steps to bolster [the] domestic nuclear industry,” such as “streamlining licensing processes for building new reactors, extending the life of existing reactors, and expanding capacity of existing reactors.” According […]
Ottawa tries to muzzle oil and gas companies with huge fines for praising their climate efforts
Companies publicizing their environmental actions will have to prove the truth of every word they say, measured against undefined ‘internationally recognized methodology’ Shut up, oil and gas companies. Don’t talk about the environmental and emissions […]
Oil settles down ahead of OPEC+ meeting, posts weekly loss
EIA: U.S. crude output in March at highest level in 2024 U.S. inflation tracks sideways in April OPEC+ eyes deal to extend production cuts, sources say NEW YORK, May 31 (Reuters) – Oil prices fell […]
ConocoPhillips to buy Marathon Oil in $17 billion all-stock deal that bolsters shale assets
The acquisition of Marathon Oil will extend ConocoPhillips’ reach across shale fields in Texas, New Mexico and North Dakota, adding 2 billion barrels of resources to its portfolio. ConocoPhillips expects share buybacks worth $7 billion […]
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