In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley break down Secretary Chris Wright’s ambitious two-year plan to ramp up U.S. critical and rare earth mineral production, highlighting its geopolitical stakes amid U.S.–China trade talks. They discuss America’s push to diversify energy sources—linking rare earths, clean coal, and modular nuclear to data center growth—before pivoting to rising power stock valuations from the AI boom, global bifurcation driven by net-zero policies, ANWR lease openings, and the failure of new Russia sanctions to curb oil flows. The hosts close with market reactions to Matador Resources’ earnings and optimism for the global energy landscape.

Subscribe to Our Substack For Daily Insights

Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey

Need Power For Your Data Center, Hospital, or Business?

Follow Stuart On LinkedIn:

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

Twitter: https://twitter.com/STUARTTURLEY16

Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and

Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:16 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?

03:56 - AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have Questions

07:46 - Greenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading Blocs

11:10 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?

15:49 - New Oil Sanctions Will Not Stop Russia’s War Machine

21:54 - Markets Update

24:12 - Rig Count Update

24:14 - Frac Count Update

24:30 - Matador Resources Company Reports Third Quarter 2025 Results, Increases Full-year 2025 Guidance and Provides 2026 Outlook

30:02 - Outro

Links to articles discussed:

Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?

AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have Questions

Greenpeace and the Net Zero Followers are Wrong – The World is Bifurcating into New Trading Blocs

Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?

New Oil Sanctions Will Not Stop Russia’s War Machine