A Tale of Two States, Alaska versus California, and The Race f…

Energy News Beat Podcast

A Tale of Two States, Alaska versus California, and The Race for Energy Security - ENB Weekly Recap

June 07, 2025

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner explore the massive Alaska LNG project, its role in U.S. energy security, and contrast it with California’s declining oil output. They dissect Trump’s delicate sanctions strategy with Russia, OPEC’s production hike aimed at appeasing the U.S., and why Goldman Sachs’ oil forecasts may fall short. The episode also highlights the shifting energy mix in the UK, investments in U.S. utilities, and how California’s policies threaten national energy dominance. It’s a high-stakes, fast-paced look at energy, geopolitics, and market dynamics.

Highlights of the Podcast

00:00 - Intro

00:16 - How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project

02:58 - Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats

08:00 - How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio

11:13 - OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale

17:19 - Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?

20:22 - Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors

21:54 - UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push

24:32 - The Great Decline of California’s Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?

28:01 - Outro

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