Author: Stu

Iran Rushing Oil Shipments Ahead of Possible U.S. Strike

Amid escalating U.S.-Iran tensions and a massive American military buildup in the Middle East, Iran has dramatically accelerated crude loadings at its primary export terminal on Kharg Island. Vessel-tracking and satellite data show Tehran is rushing to move as much oil as possible out of the Persian Gulf before any potential U.S. strikes disrupt operations. […]

AI Threat Signals Investors Should Shift Bets to Builders — Not Coders, UBS Wealth CIO Says

As artificial intelligence reshapes the global economy, one of Wall Street’s most influential voices is sounding a clear alarm — and delivering a roadmap for where investors should place their capital next. Ulrike Hoffmann-Burchardi, Global Head of Equities and Chief Investment Officer for the Americas at UBS Wealth Management, says the AI boom poses an […]

Trump Follows Up on State of the Union with Request to Meet Tech Companies on Power

President Donald Trump is wasting no time turning his State of the Union promises into action. Just one day after highlighting the “Ratepayer Protection Pledge” in his February 24, 2026 address to Congress, the White House has confirmed a March 4 summit at the White House where executives from Amazon, Google (Alphabet), Meta, Microsoft, xAI, […]

Net Zero Is Dead, but How Long Will Renewables Get Subsidies? Energy News Beat Exclusive Analysis

Just yesterday, Bloomberg Opinion columnist Javier Blas dropped a bombshell: “Net Zero Is Dead. Long Live Renewable Energy.” In his February 24 piece, Blas chronicles the quiet burial of the 2050 net-zero fantasy at the latest IEA ministerial meeting in Paris. Mentions of “net zero” in official communiqués cratered from 13 in 2022 and 15 […]

Saudi Oil Exports Surge to Three-Year High during Iran Tensions

Saudi Arabia is flooding global markets with crude at the fastest pace in nearly three years, shipping 7.3 million barrels per day (b/d) in the first 24 days of February 2026 — the highest level since April 2023. Tanker-tracking data compiled by Bloomberg show the surge represents a jump of more than 400,000 b/d from […]

US Closes $26.5 Billion in Financing for Southern Co. Utilities

In the largest energy financing deal in U.S. Department of Energy history, the Trump administration today closed a $26.54 billion loan package for two Southern Company subsidiaries — Georgia Power and Alabama Power — to supercharge grid reliability and meet surging electricity demand across the Southeast. The financing, issued through the DOE’s new Office of […]

South Bow Corp May Look at Keystone XL Revival

In a development that could breathe new life into long-dormant Canadian pipeline assets, South Bow Corp. is actively evaluating an expansion of its system that may effectively revive key segments of the canceled Keystone XL project. The catalyst? A major new U.S. pipeline proposal filed last month by Bridger Pipeline LLC that lines up almost […]

THE STATE OF AMERICAN ENERGY: Promises Made, Promises Kept

ENB Pub Note: This is from the Department of Energy, and Stu Turley will be writing a follow up Article for the Energy News Beat Substack tonight. As Stu Turley often says, “Energy Security Starts at Home, but your Energy Dominance comes through your exports”.  UNLEASHING THE GOLDEN ERA OF ENERGY DOMINANCE AND LOWERING PRICES […]

Ukraine Attacks Druzhba Station, Hurting Hungary and Slovakia – Energy News Beat

In a dramatic escalation of the energy war tied to the Russia-Ukraine conflict, Ukrainian drones struck a critical Russian pumping station feeding the Druzhba oil pipeline on the night of February 22-23, 2026. The attack on the Kaleykino facility in Tatarstan — more than 1,200 km (750 miles) inside Russia — has further disrupted supplies […]

US Energy Dominance VS EU Net Zero

Energy security starts at home, and energy dominance is through your exports. That’s the straight talk from Stuart Turley, host of the Energy News Beat podcast, as the United States flexes its muscle as the world’s top LNG exporter while Europe stares down the barrel of its own Net Zero ideology. We’re watching total deindustrialization […]