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Energy News Beat Podcast

Wall Street Found Big Oil. Who Would Have Thought? – ENB Weekly Recap

04 Oct 2025

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In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown’s limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street’s renewed focus on oil and gas after Trump’s UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services.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:Highlights of the Podcast 00:00 - Intro00:13 - Dallas Fed Survey Reveals Unrest in America’s Shale Patch09:48 - U.S. Shale Costs to Soar to $95 per Barrel Within a Decade14:05 - OPEC+ is poised to slip further below oil output target14:05 - Exclusive: OPEC+ plans another oil output hike in November, sources say15:57 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know22:39 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?26:02 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact29:49 - OutroLinks to articles discussed:Dallas Fed Survey Reveals Unrest in America’s Shale PatchU.S. Shale Costs to Soar to $95 per Barrel Within a DecadeU.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should KnowGold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

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