Week Recap: U.S. Shale Steady, Trump’s $500B AI Plan, Tight Gas Markets

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley dives U.S. shale stayed disciplined despite Trump’s pro-growth push, as China and India scrambled for crude amidst Russian tanker chaos. The UK’s nuclear plans faltered under delays and soaring costs, while the EU admitted lingering reliance on Russian gas. The IEA warned of tight global gas markets through 2025, but Trump made waves by lifting LNG export bans and launching a bold $500 billion AI "Stargate" initiative—set to redefine AI infrastructure and energy innovation with a potential off-grid power revolution.Highlights of the Podcast00:00 - Intro01.03 - U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric04:45 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back07:27 - UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs05:87 - EU makes admission about Russian gas10:46 - IEA says global gas markets set to remain tight in 202513:30 -Trump lifts pause on non-FTA LNG export approvals15:25 - Trump unveils $500 billion AI ‘Stargate’ project19:27 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth RhetoricChina and India Scramble for Crude as Sanctioned Russian Tankers Turn BackUK Nuclear Power Ambitions Hampered by Delays and Soaring CostsEU makes admission about Russian gasIEA says global gas markets set to remain tight in 2025Trump lifts pause on non-FTA LNG export approvalsTrump unveils $500 billion AI ‘Stargate’ projectFollowStuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

There are no comments yet.

Please log in to write the first comment.