In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the latest energy policy battles, starting with Germany's controversial "sun tax" as part of its net-zero push, and the UK’s bold move to restrict North Sea oil production. We also explore the challenges posed by the Jones Act on U.S. LNG exports, with outdated regulations stalling progress. On the nuclear front, the U.S. sees potential for a nuclear renaissance with new uranium enrichment projects, though regulatory hurdles remain. Finally, we discuss the geopolitical implications of a possible Trump-Putin meeting and its potential impact on global energy trade and sanctions. Tune in for insights on how these developments shape the future of energy.

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Timestamps:

00:00 - Intro

00:14 - Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants

01:39 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production

4:56 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports

09:47 - New Uranium Plant in Kentucky is Just the Start

15:27 - Markets Update

17:59 - Oil and Gas Rigs Still Near 3-Year Low and We Need More Online

18:32 - Frac Count Update

18:50 - Earnings Update

22:24 - Outro

Links to articles discussed:

Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants

UK Doubles Down on Net Zero, Restricting North Sea Oil Production

The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports

New Uranium Plant in Kentucky is Just the Start

Oil and Gas Rigs Still Near 3-Year Low and We Need More Online