Did Fed Chair Jerome Powell Buy Oil Stocks?

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Jerome Powell’s latest Fed comments and what they mean for oil and gas investors. They explore the continued surge in U.S. LNG exports, shifting gas dynamics in the Permian, and how natural gas is reshaping investment strategies. The team also discusses the ripple effects of Trump’s sanctions on India and the potential threat to the U.S. dollar. Plus, they cover ERCOT’s record-breaking project cancellations, a major federal halt to Ørsted’s Rhode Island wind farm, and a closer look at the rumored Crescent-Vital Energy merger.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 - What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:51 - Surging US LNG Exports Fuel Growth in US Shale08:23 - President Trump’s Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction19:16 - Markets Update20:53 - US Rig Count Falls as Drillers Play it Safe21:11 - Frac Count Update21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say25:04 - OutroLinks to articles discussed:What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShalePresident Trump’s Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a BoomerangERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?US Orders Ørsted to Halt Rhode Island Wind Farm ConstructionUS Rig Count Falls as Drillers Play it SafeCrescent Energy nears deal for US shale peer Vital Energy, sources say

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