BP, Shell, Exxon: Oil's Future

Energy News Beat Podcast

BP, Shell, Exxon: Oil's Future

March 31, 2025

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley explore key energy developments, including President Trump’s potential impact on energy projects, particularly in Democratic states, and the continued fossil fuel investments by BP, Shell, and Exxon despite underwhelming returns from green energy. They highlight Alaska’s efforts to restore oil and gas leasing, with support from Native Alaskan tribes, and the geopolitical dynamics shaping global energy markets. The hosts also discuss upcoming tariffs, their potential effects on trade imbalances, and how they might influence the energy sector. The episode wraps up with insights on oil market trends and expectations for President Trump's upcoming announcements.

Highlights of the Podcast

00:00 - Intro

02:20 - Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers

05:05 - BP, Shell, and Exxon Signal One Thing: Oil Isn’t Going Anywhere

07:20 - Trump admin considers killing big energy projects in Dem states

11:04 - Alaskan Tribes ‘Applaud’ Interior’s Move To Restore Oil And Gas Leasing

13:04 - Trump’s Trade Tactics Are Driving New LNG Deals

16:42 - Markets Update

18:38 - Rig Count Overview

18:53 - Energy trader Vitol eyes $3 billion sale of US shale producer, sources say

20:11 - Outro

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