Author: Stu

Fermi Orders Four Nuclear Reactors in the Texas Panhandle – What should Investors Look For?

In a bold move signaling the intersection of artificial intelligence, clean energy, and massive infrastructure investment, Fermi America Inc. (NASDAQ: FRMI) has announced deals to kick off production of four large-scale nuclear reactors. These reactors are earmarked to power what the company touts as the world’s largest private data center “HyperGrid” campus in the wind-swept […]

Can Chris Wright Deliver a Rare Earth Revival in Just Two Years?

Daily Standup Top Stories Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline? October 25, 2025 Clark Savage In an outstanding interview with Larry Kudlow on Fox Business, Secretary Chris Wright covers some key points on the upcoming China meetings with President Trump and President Xi. • The […]

Germany Blows Up Last Nuclear Plant Towers While Economy Collapses Under Net Zero Energy Policies

In a spectacle that could only be described as self-inflicted pyrotechnics, Germany detonated the final two cooling towers of its last operational nuclear power plant in Gundremmingen, Bavaria, on October 25, 2025. At precisely noon, under a drizzly sky that seemed to mirror the nation’s darkening economic prospects, 56,000 tonnes of concrete crumbled in a […]

Are Washington’s Oil Sanctions Trump’s Tool for Trade Negotiations? – Or will they devalue the US Dollar?

In a bold move signaling the return of “America First” energy diplomacy, President Donald Trump’s administration unleashed a fresh barrage of sanctions this week targeting two of Russia’s largest oil producers: Rosneft and Lukoil. These giants handle roughly half of Moscow’s seaborne crude exports, amounting to about 3 million barrels per day out of Russia’s […]

Rare Earth and Critical Minerals in Play Today

In a whirlwind 72 hours that has reshaped global supply chains, the United States has struck a series of deals positioning it as the undisputed architect of the critical minerals future. From Southeast Asian pacts to a landmark framework with China, today’s announcements signal the end of Beijing’s unchallenged dominance over rare earth elements (REEs)—the […]

Spain Reconsiders Its Nuclear Phaseout as Utilities Seek Almaraz Extension

In a dramatic pivot amid growing energy security concerns, Spain’s major utilities—Iberdrola, Endesa, and Naturgy—have united to push for an extension of the country’s largest nuclear power plant, Almaraz. The 2-gigawatt facility in western Spain, which houses two reactors, was slated for initial closure in 2027 as part of the nation’s broader nuclear phaseout plan […]

China to Delay the Rare Earth and Critical Minerals Bans

In a whirlwind week of high-stakes diplomacy, the United States appears poised to secure a temporary reprieve from China’s tightening grip on rare earth elements and critical minerals—key ingredients in everything from electric vehicle batteries to fighter jets. Beijing’s recent export controls, rolled out under Announcements No. 61 and 62 of 2025, have rattled global […]

AI Boom Sparks Natural Gas Revival in the Permian

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by co-host Kimberly Page and Kirk Edwards, President of Latigo Petroleum, to discuss the evolving energy landscape in the Permian Basin. They cover the shift toward natural gas, AI-driven data center demand, LNG exports, pipeline development, and the impact of U.S. […]

Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?

In a move that reignites one of the most contentious debates in American energy policy, the Trump administration has flung open the doors to oil and gas leasing in Alaska’s Arctic National Wildlife Refuge (ANWR). On October 23, 2025, U.S. Interior Secretary Doug Burgum announced the completion of a plan to make the refuge’s entire […]

The EU Considering Taking Billions from Russian Frozen Assets, and It Might Not Work Out as Planned

In the high-stakes game of geopolitical chess, the European Union is once again flirting with a bold—and potentially explosive—move: leveraging hundreds of billions in frozen Russian assets to bankroll Ukraine’s defense and reconstruction. At a summit in Brussels earlier this week, EU leaders punted on a final decision, deferring it to December while tasking the […]