Net Zero Is Being Redefined as Global Failures Mount

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley discuss the growing failures of net zero policies as renewables like wind, solar, and hydrogen struggle financially and rely heavily on subsidies. Meanwhile, oil and gas investments are rebounding, with major companies cutting renewable budgets and boosting fossil fuel projects like LNG. They highlight geopolitical tensions, especially Trump’s tariffs on India over Russian oil, and preview the upcoming Trump-Putin meeting as a key market driver. The episode also covers rising energy costs in New Jersey due to policy failures, strong Q2 earnings in oil and gas, and promising acquisitions and projects shaping the sector’s near future.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 - The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas?04:37 - A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug Sheridan06:35 - Trump’s Tariff Gambit Puts India in an Oil Price Bind09:12 - NextDecade Gets $1.8 Billion Injection for LNG Project11:30 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons16:38 - Markets Update19:09 - BKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal20:52 - Earnings Overview22:40 - OutroLinks to articles discussed:The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas?A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug SheridanTrump’s Tariff Gambit Puts India in an Oil Price BindNextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost ComparisonsBKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal

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