In this episode of Energy Newsbeat Daily Standup, break down the potential return of an oil supercycle driven by stalled energy transitions, underinvestment, and rising global demand. They highlight investor opportunities in nuclear and critical minerals, with specific companies and DOE-backed projects set to benefit. The duo then explores China’s strategic oil grabs amid U.S. pressure on India and Russian peace talks. They also critique the rise of left-driven "lawfare" against energy producers, tying it to increased consumer costs. Finally, they analyze Gavin Newsom’s surprising pivot toward Big Oil as a possible prelude to a presidential run, noting skepticism around the sincerity and impact of his policy shift.

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Timestamps:

00:00 - Intro

00:12 - Energy Transition Stalls as Oil Super-Cycle Risks Return

02:54 -What Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?

05:38 - China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on India

08:32 - How effective is the lawfare of the left against energy, and how much does it cost consumers?

10:43 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

16:10 - Markets Update

18:57 - Outro

Links to articles discussed:

Energy Transition Stalls as Oil Super-Cycle Risks Return

What Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?

China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on India

How effective is the lawfare of the left against energy, and how much does it cost consumers?

Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?