In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, hosts Stuart Turley and Michael Tanner discuss escalating tensions between Israel and Iran, as Israel targets Iran's South Pars gas field, causing significant casualties and disrupting LNG exports. Oil prices show volatility, falling below $70 after an initial spike, underscoring the uncertainty of geopolitical risks. Meanwhile, hybrid car sales rise as EV growth slows, with experts predicting hybrids could outlast EVs. The U.S. is making strides toward rare earth mineral independence, easing regulatory barriers to boost domestic production and reduce reliance on China. Additionally, changes to wind and solar subsidies are being debated in the Senate, potentially impacting the future of the renewable energy sector.

Highlights of the Podcast 

00:00 - Intro

00:13 - Israel Targets Iran’s South Pars Gas Field in Escalating Airstrikes, Iran Retaliates

02:21 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?

04:48 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions

06:58 - TotalEnergies expands in Malaysia with Petronas deal

09:23 - How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis

12:02 - China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities

16:30 - The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon

20:08 - Outro

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

Israel Targets Iran’s South Pars Gas Field in Escalating Airstrikes, Iran Retaliates

Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?

Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions

TotalEnergies expands in Malaysia with Petronas deal

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

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

The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon

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