Oil & Gas vs. Renewables: One Profits, One Doesn’t

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner compare the profitability and investor returns of oil and gas versus renewables, noting fossil fuels delivered over $349 billion to shareholders in 2024 while renewables lag without subsidies. They discuss hidden costs of wind turbine dismantling, the looming end of renewable tax credits, and geopolitical tensions—from Russian refinery drone strikes to potential U.S. sanctions on India and China—that could disrupt global oil markets. The show also covers corporate strategy amid low oil prices, a bizarre CEO ouster at Sentinel Peak Resources, and political developments in Texas.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 - Intro00:15 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?05:07 - New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis Looming07:20 - Russia’s Gasoline Prices Surge After Refinery Hit by Drones09:39 - U.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China13:25 - Markets Update14:48 - Coterra's Earnings: Preparing for the Oil Price Rebound16:46 - CEO of Denver-based oil and gas company says he was subject of ‘sham investigation’20:59 - OutroLinks to articles discussed:What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?New Study Finds Wind-Turbine Dismantling Costs Are More Than Claimed, and There Is a Crisis LoomingRussia’s Gasoline Prices Surge After Refinery Hit by DronesU.S. to Scale Iran’s Sanctions Through Finance Channels Impacting China

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