Can you Make Money Trading Solar Stocks?

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack a solar stock rally driven by Trump’s unexpectedly soft tax credit changes—boosting First Solar and Enphase. They explain how government regulation favors incumbents. Meanwhile, Britain’s net-zero push stalls amid local opposition to land grabs for wind and solar. Trump greenlights drilling in 82% of Alaska’s petroleum reserve, potentially benefiting ConocoPhillips. He also delays China tariffs tied to Russian oil, aiming to broker peace. Germany faces economic strain from rising energy costs and tariffs, and Civitas replaces its CEO after deep losses.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:25 - Britain’s net-zero scheme is being derailed by opposition to solar and wind projects04:26 - Trump Moves to Open 82% of Alaska’s Petroleum Reserve for Drilling07:23 - Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty12:15 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany17:16 - Markets Update18:48 - Rig Count Update18:51 - Frac Count Update19:16 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales23:36 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedBritain’s net-zero scheme is being derailed by opposition to solar and wind projectsTrump Moves to Open 82% of Alaska’s Petroleum Reserve for DrillingTrump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace TreatyTariffs and Energy Costs Could Spark an Economic Crisis for Germany

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