In this episode of the Energy News Beat Daily Standup, host Stuart Turley covers the fires engulfing three oil tankers near the Strait of Hormuz—a major threat to global energy security. He links the crisis to China’s potential move on Taiwan, as Taiwan’s energy imports depend heavily on this chokepoint. With China as Iran’s top oil buyer, rising tensions could escalate fast. Turley also highlights U.S. efforts to break China’s rare earth monopoly, driven by Trump-era policies. A must-watch for those tracking energy markets, geopolitics, and investment risks.

Highlights of the Podcast 

00:00 - Intro

01:14 - How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis

03:56 - Tankers Ablaze Near Strait of Hormuz: A Brewing Crisis for Global Energy Markets?

05:40 - Laden Frontline VLCC collides with shadow suezmax tanker off Khorfakkan

07:59 - China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities

12:29 - Outro

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

How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis

Tankers Ablaze Near Strait of Hormuz: A Brewing Crisis for Global Energy Markets?

Laden Frontline VLCC collides with shadow suezmax tanker off Khorfakkan

China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities

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