Energy News Beat Podcast

Oil AGAIN Bulls Die On The Vine
In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down a fast-moving energy landscape: Iran signals willingness to negotiate a nuclear deal as tensions with Israel escalate, while cargo traffic slightly dips at the Strait of Hormuz—a key oil chokepoint. Despite Middle East unrest, Rystad predicts oil prices will stay under $80. The hosts also critique the financial reality of "renewable energy" and highlight TotalEnergies' expansion into Malaysia for LNG growth. The episode closes with oil prices dipping below $70, geopolitical risk recalibration, and a call for investor caution amid market volatility.
Highlights of the Podcast
00:00 - Intro
01:12 - Trump reveals Iran would ‘like to talk’ about a nuclear deal since they’re ‘not winning’ war against Israel
02:15 - Naval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy Investors
03:16 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions
05:28 - The greatest oxymoron statement of all time: “Renewable Energy”
07:13 - TotalEnergies expands in Malaysia with Petronas deal
11:29 - Market Update
13:06 - Outro
Please see the links below or articles that we discuss in the podcast.
Naval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy Investors
Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions
The greatest oxymoron statement of all time: “Renewable Energy”
TotalEnergies expands in Malaysia with Petronas deal
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