Shale Capital Discipline

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley delved into several critical energy stories. They discussed the shift in U.S. shale strategy, where capital discipline is taking precedence over growth, despite Trump’s pro-growth rhetoric. They also covered the cancellation of a $300 million offshore wind project at Brayden Point, signaling mounting hurdles for the industry. The hosts examined the ripple effects of Russian oil sanctions, as China and India continue to dominate Russian crude imports amid rising supply disruptions. Other topics included Janet Yellen’s extraordinary measures to avoid hitting the debt ceiling post-Trump inauguration and Hungary's concerns over Ukraine's pipeline shutdown, which is exacerbating Europe's energy crisis. The episode concluded with a market update, including trends in crude oil and natural gas prices, and insights into a successful offshore drilling project by Talos Energy.Highlights of the Podcast00:00 - Intro01:24 - U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric05:06 - Days before Trump takes office, Brayton Point loses $300 million offshore wind cable plant development project07:06 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back10:02 - US Treasury to take ‘extraordinary measures’ after Trump inauguration11:02 - Ukraine threatening new European energy crisis – Orban14:50 - Markets Update15:44 - Oil prices dip but post 4th straight weekly gain on US sanctions17:58 - Talos Energy Announces Successful Drilling Results at the Katmai West #2 Well in the U.S. Gulf of Mexico20:18 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth RhetoricDays before Trump takes office, Brayton Point loses $300 million offshore wind cable plant development projectChina and India Scramble for Crude as Sanctioned Russian Tankers Turn BackUS Treasury to take ‘extraordinary measures’ after Trump inaugurationUkraine threatening new European energy crisis – OrbanOil prices dip but post 4th straight weekly gain on US sanctionsTalos Energy Announces Successful Drilling Results at the Katmai West #2 Well in the U.S. Gulf of MexicoFollow 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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