In this episode of the Energy News Beat Daily Standup, Stuart Turley breaks down how Trump’s $1.2 trillion “Big Beautiful Bill” guts clean energy incentives, slashing EV tax credits and accelerating wind and solar phaseouts. Meanwhile, AI-driven data centers are fueling a $212 billion utility investment boom, but equipment shortages loom. Big Oil eyes a $1.2 trillion CCUS surge, though boards may resist as Trump moves to reclassify CO2. Spain’s grid blackout sparks record spending, yet stability concerns remain. Finally, Equinor’s Arctic oil discovery signals new geopolitical energy plays amid shifting global trade alliances.

Highlights of the Podcast 

00:00 - Intro

01:08 - Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill

04:19 - Unprecedented Utility Investment Opportunity Driven by AI and Data Centers

06:41 - Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree

09:15 - Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout

11:58 - Norway’s Equinor Makes a Massive Oil Discovery in the Arctic

14:14 - Outro

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

Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill

Unprecedented Utility Investment Opportunity Driven by AI and Data Centers

Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree

Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout

Norway’s Equinor Makes a Massive Oil Discovery in the Arctic

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