The Energy Shakeup: Why Coal’s Back and Solar’s Cracking

Energy News Beat Podcast

The Energy Shakeup: Why Coal’s Back and Solar’s Cracking – ENB Weekly Recap

June 14, 2025

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into China’s strategic energy dominance, surging coal exports from Montana under Trump-era trade priorities, and the collapse of U.S. solar companies amid high interest rates and mismanagement. Hosts Stuart Turley and Michael Tanner spotlight the flaws in green energy narratives, the implications of data center-driven power demand, and the geopolitical risk to oil prices if Israel strikes Iran. They also call out misleading investment metrics in oil and gas funds and underscore how power security, not ideology, is driving global energy decisions.

Highlights of the Podcast

00:00 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn

02:34 - Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities

06:38 - Internal Rate of Return Is Misleading You!

09:33 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff

12:22 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets

14:58 - What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure?

16:31 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas

19:10 - 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

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