In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down major headlines, including the Trump administration’s fast-tracking of a Utah uranium mine as part of a critical minerals push, Egypt’s surprising shift to LNG imports despite being a former exporter, and Cheniere’s latest Corpus Christi LNG expansion milestone. They dive into oil price trends, reacting to Goldman Sachs' bearish forecast of $52–$56 oil through 2026, and contrast it with ongoing global demand growth. The episode closes with a debate on future energy investments, highlighting the strategic shift from unconventional to conventional drilling as prices stay in the $60 range.

Highlights of the Podcast 

00:00 - Intro

01:20 - Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals

04:38 - Second FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy?

06:52 - Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion train

11:31 - Markets Updates

13:34 - Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters

19:01 - Outro

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

Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals

Second FSRU arrives in Egypt – Why did an LNG export country now have to start importing energy?

Cheniere gets OK to introduce fuel gas to second Corpus Christi expansion train

Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

ENB Top News

Energy Dashboard

ENB Podcast

ENB Substack

ENB Trading Desk

Oil & Gas Investing

– Get in Contact With The Show –