In this episode of the Energy Newsbeat Daily Standup,Stuart Turley and Michael Tanner discuss the surge in Russian crude prices ahead of new U.S. sanctions, highlighting the U.S. strategy on Russia and AI’s growing influence on grid reliability. They also cover Trump’s upcoming speech on AI and energy policy, the implications of U.S. tariffs, and Russia's crude exports. The conversation touches on the potential impact of global oil consumption trends, the challenge of "peak oil," and the latest developments in the energy sector, including ExxonMobil borrowing crude from the Strategic Petroleum Reserve due to quality issues.

Highlights of the Podcast 

00:00 - Intro

00:15 - Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability

03:50 - Trump’s “Major Statement” On Russia Is A Clumsy Attempt To Thread The Needle

06:43 - Russia Crude Shipments Gain Ahead of Trump’s Sanctions Threat

07:37 - Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High

12:46 - Market Updates

14:56 - ExxonMobil Borrows from SPR Due to Crude Quality Issue

17:19 - Outro

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

Trump to Outline AI Priorities in Speech Next Week: Implications for Energy and Grid Reliability

Trump’s “Major Statement” On Russia Is A Clumsy Attempt To Thread The Needle

Russia Crude Shipments Gain Ahead of Trump’s Sanctions Threat

Peak Oil Not on the Horizon, as Global Oil Consumption Reaches an All-Time High

ExxonMobil Borrows from SPR Due to Crude Quality Issue

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Follow Michael On LinkedIn and Twitter

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