In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Oklo’s groundbreaking step toward nuclear fuel recycling, a massive ICE raid on Hyundai’s EV battery plant, and Secretary Scott Besson’s fiery call for Federal Reserve reform. They also unpack China’s illegal oil drilling in Taiwan’s EEZ, OPEC’s surprising October production bump, and the market’s reaction to energy pricing and jobs data. The episode wraps with sharp insights on AI-driven energy demand, rig count trends, and the best plays for 2025 oil & gas tax investing.



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Timestamps:

00:00 - Intro

00:13 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility

02:21 - Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action

04:44 - Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review

10:22 - China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ

12:30 - OPEC+ Agrees in Principle to Increase Production in October

18:05 - Markets Update

21:29 - Outro

Links to articles discussed:

Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility

Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action

Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review

China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ

OPEC+ Agrees in Principle to Increase Production in October