In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner compare the profitability and investor returns of oil and gas versus renewables, noting fossil fuels delivered over $349 billion to shareholders in 2024 while renewables lag without subsidies. They discuss hidden costs of wind turbine dismantling, the looming end of renewable tax credits, and geopolitical tensions—from Russian refinery drone strikes to potential U.S. sanctions on India and China—that could disrupt global oil markets. The show also covers corporate strategy amid low oil prices, a bizarre CEO ouster at Sentinel Peak Resources, and political developments in Texas.

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

Twitter: https://twitter.com/STUARTTURLEY16

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Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:15 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?

05:07 - New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming

07:20 - Russia’s Gasoline Prices Surge After Refinery Hit by Drones

09:39 - U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China

13:25 - Markets Update

14:48 - Coterra's Earnings: Preparing for the Oil Price Rebound

16:46 - CEO of Denver-based oil and gas company says he was subject of ‘sham investigation’

20:59 - Outro

Links to articles discussed:

What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?

New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming

Russia’s Gasoline Prices Surge After Refinery Hit by Drones

U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China