In this episode of Energy Newsbeat Daily Standup, hosts Stuart Turley and Michael Tanner unpack why America’s aging grid nearing collapse is actually great news for savvy investors. They explore the rising strain from AI, EVs, and outdated infrastructure, while spotlighting trillion-dollar opportunities in behind-the-meter tech like battery storage and microgrids. The duo also breaks down Fed rate cut expectations, California’s pipeline mess, the IEA’s retreat on peak oil forecasts, and global energy policy contradictions from Brussels to Beijing. Energy markets are shifting—this episode tells you where the smart money’s headed.

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

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Timestamps:

00:00 - Intro

00:14 - America’s Grid is Nearing Its Breaking Point

04:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?

09:37 - California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling

11:49 - US urges EU to ditch Russian oil and gas faster

13:09 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand

16:12 - USA EIA Reveals Latest Brent Oil Price Forecast

22:08 - Markets Update

23:56 - Rig Count Update

23:58. - Frac Count Update

25:18 - Outro

Links to articles discussed:

America’s Grid is Nearing Its Breaking Point

$14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?

California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling

US urges EU to ditch Russian oil and gas faster

IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand

USA EIA Reveals Latest Brent Oil Price Forecast