In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley, along with guest Rey Trevino III, dive into a whirlwind of energy headlines and market updates. They discuss China’s new tariffs on U.S. LNG—introduced as a countermeasure to recent U.S. tariffs—President Trump’s controversial call for Ukraine to supply rare earth minerals, and South Africa’s bold stance against U.S. mineral imports. The conversation also covers the appointment of a new EPA chief focused on deregulation, the financing of LNG-powered container ships, and dynamic shifts in U.S. oil production and energy policy. All of these topics are examined with spirited commentary, humor, and incisive debate.

Highlights of the Podcast

00:00 - Intro

02:58 - China to impose tariff on US LNG

06:29 - Trump demands rare-earth metals from Ukraine

07:21 - South African minister calls for halt to mineral exports to US

09:15 - New EPA Chief Lee Zeldin Targets Anti-Trump Bureaucrats, Vows to Fill Key Roles

11:16 - Hapag-Lloyd wraps up financing for 24 LNG-powered containerships

14:59 - Market Updates

17:03 - U.S. API Weekly Crude Oil Stock

20:04 - In win for Trump, oil giant Shell walks away from major New Jersey offshore wind farm

24:19 - Outro

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

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