In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the escalating tensions between Qatar and the EU over net zero regulations, with Qatar threatening to cut LNG supplies. They also discuss America's grid vulnerability due to transformer shortages, the EU's historic agreement with the U.S. and its impact on oil prices, and how rising ASPs for AR7s expose the true cost of renewables. Tune in for insights on energy policy, market dynamics, and geopolitical developments shaping the future of global energy.

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https://www.linkedin.com/in/stuturley/ and

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Timestamps:

00:00 - Intro

00:15 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies

02:36 - Overlooked Vulnerability Could Cripple America’s Grid

05:01 - As the EU and U.S. Reach Historic Agreement, Oil Prices Climb

07:14 - ASPs for AR7 prove renewables are not cheap

12:00 - Markets Update

15:34 - Outro

Links to articles discussed:

Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies

Overlooked Vulnerability Could Cripple America’s Grid

As the EU and U.S. Reach Historic Agreement, Oil Prices Climb

ASPs for AR7 prove renewables are not cheap