Energy News Beat Podcast

Energy News Beat Podcast


Week Recap: U.S. Shale Steady, Trump’s $500B AI Plan, Tight Gas Markets

January 25, 2025

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley dives U.S. shale stayed disciplined despite Trump’s pro-growth push, as China and India scrambled for crude amidst Russian tanker chaos. The UK’s nuclear plans faltered under delays and soaring costs, while the EU admitted lingering reliance on Russian gas. The IEA warned of tight global gas markets through 2025, but Trump made waves by lifting LNG export bans and launching a bold $500 billion AI "Stargate" initiative—set to redefine AI infrastructure and energy innovation with a potential off-grid power revolution.


Highlights of the Podcast


00:00 - Intro

01.03 - U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric

04:45 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back

07:27 - UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs

05:87 - EU makes admission about Russian gas

10:46 - IEA says global gas markets set to remain tight in 2025

13:30 -Trump lifts pause on non-FTA LNG export approvals

15:25 - Trump unveils $500 billion AI ‘Stargate’ project

19:27 - Outro


Please see the links below or articles that we discuss in the podcast.


U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric


China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back


UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs


EU makes admission about Russian gas


IEA says global gas markets set to remain tight in 2025


Trump lifts pause on non-FTA LNG export approvals


Trump unveils $500 billion AI ‘Stargate’ project


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