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Energy News Beat Podcast

Recycled Nuclear Fuel Coming to a Plant Near You Soon

08 Sep 2025

Description

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Oklo’s groundbreaking step toward nuclear fuel recycling, a massive ICE raid on Hyundai’s EV battery plant, and Secretary Scott Besson’s fiery call for Federal Reserve reform. They also unpack China’s illegal oil drilling in Taiwan’s EEZ, OPEC’s surprising October production bump, and the market’s reaction to energy pricing and jobs data. The episode wraps with sharp insights on AI-driven energy demand, rig count trends, and the best plays for 2025 oil & gas tax investing.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 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility02:21 - Hyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement Action04:44 - Treasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire Review10:22 - China Escalates Taiwan Provocations with Illegal Oil Drilling in EEZ12:30 - OPEC+ Agrees in Principle to Increase Production in October18:05 - Markets Update21:29 - OutroLinks to articles discussed:Oklo Commences First Phase Construction on Nuclear Fuel Recycling FacilityHyundai EV Battery Plant Raided by ICE: 475 Detained in Major Immigration Enforcement ActionTreasury Secretary Bessent Says Fed ‘Must Change Course,’ Demands an Entire ReviewChina Escalates Taiwan Provocations with Illegal Oil Drilling in EEZOPEC+ Agrees in Principle to Increase Production in October

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