China Loves Net Zero But not for the Reasons You Think

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss China's energy strategy, emphasizing how the nation profits from Western net-zero policies while maintaining a coal-heavy grid. They also touch on the resurgence of coal in the U.S., particularly in Montana, driven by President Trump's energy dominance push and coal export opportunities to Japan and South Korea. The conversation highlights the global energy landscape, including the rising demand for coal, the impact of trade tariffs, and the shifting dynamics in oil and gas investments. They conclude by stressing the need for smarter energy investments, particularly in the face of misleading IRR metrics used in the industry.Highlights of the Podcast 00:00 - Intro01:21 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn03:50 - China’s Energy Mix and Investment Made on the Backs of the Western Net Zero Movement06:39 - Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities13:11 - Markets Update15:51 - Frac Count Update15:55 - US Oil Drillers See Sharp Decline in Activity – How do investors respond? 20:46 - Internal Rate of Return Is Misleading You!23:40 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-LearnChina’s Energy Mix and Investment Made on the Backs of the Western Net Zero MovementCoal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment OpportunitiesUS Oil Drillers See Sharp Decline in Activity – How do investors respond?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

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