In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss China's energy strategy, emphasizing how the nation profits from Western net-zero policies while maintaining a coal-heavy grid. They also touch on the resurgence of coal in the U.S., particularly in Montana, driven by President Trump's energy dominance push and coal export opportunities to Japan and South Korea. The conversation highlights the global energy landscape, including the rising demand for coal, the impact of trade tariffs, and the shifting dynamics in oil and gas investments. They conclude by stressing the need for smarter energy investments, particularly in the face of misleading IRR metrics used in the industry.

Highlights of the Podcast 

00:00 - Intro

01:21 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn

03:50 - China’s Energy Mix and Investment Made on the Backs of the Western Net Zero Movement

06:39 - Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities

13:11 - Markets Update

15:51 - Frac Count Update

15:55 - US Oil Drillers See Sharp Decline in Activity – How do investors respond? 

20:46 - Internal Rate of Return Is Misleading You!

23:40 - Outro

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

DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn

China’s Energy Mix and Investment Made on the Backs of the Western Net Zero Movement

Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities

US Oil Drillers See Sharp Decline in Activity – How do investors respond?

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