Energy News Beat Podcast
Chevron’s Future: Why the CEO Is All In
In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down Chevron CEO Mike Wirth’s confident outlook on oil and gas, even as the industry wrestles with glut fears, AI-driven efficiency shifts, and evolving demand. We explore the UK’s growing tension between AI expansion and net-zero ambitions, Sweden’s painful pension-fund losses from risky green investments, and Enbridge’s major move to expand Canadian oil export capacity. We also recap Ukraine’s latest refinery strike and the escalating 2025 energy-infrastructure hits shaping global markets. Plus, we cover rig-count changes, volatile pricing, and the geopolitical pressure points driving this week’s energy narrative.
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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
00:15 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron
03:42 - Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter
06:05 - Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects
09:41 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil
10:45 - Ukraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War
15:23 - Market Update
16:35 - U.S. Rig Count Up this Week by One
16:39 - Frac Count Update
17:53 - Outro
Links to articles discussed:
Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron
Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter
Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects
Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil





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