Author: Stu

The Data Center Gold Rush – Where investments, AI, and Energy collide

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley talks with Mikey Lucas, COO & Partner at MSB Global Services and Matrix Data Center, about the future of AI, data centers, and America’s energy dominance. Mikey shares his journey from self-taught entrepreneur to leading a three-gigawatt data center project powering the AI boom. The discussion covers: Why […]

U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know

The U.S. federal government officially entered a shutdown on October 1, 2025, after Congress failed to pass a stopgap funding bill amid partisan divisions between Republicans and Democrats. This marks the first such lapse in nearly seven years, with immediate ripple effects across various sectors, including energy. While the economic drag is estimated at about […]

Ukraine targets critical oil infrastructure, a severe blow to Russia’s military and economy

ENB PUB Note: A great article from Ronald Stien, author and friend of the Energy News Beat podcast. He raises some significant points regarding Ukraine, Russia, and California. The key point is energy infrastructure. I still feel that the best way to end the Ukraine war is to get President Putin to the table with […]

There is a disconnect between public perceptions of climate change and clime science – Doug Sheridan

ENB Pub Note: Doug Sheridan nails it again, and as we see the fallout from Trump’s UN speech, the reports are in the process of dismantling the Obama-era declaration that CO2 is a pollutant. This will have a tremendous impact on the ability to lower regulations, but I like the aspect of the Department of […]

BP Pushes Oil Demand Peak to Mid-2030s – Irina Slav

The company now sees global oil demand peaking in the mid-2030s instead of before 2030. BP: declines are coming only gradually, driven by efficiency gains and EV adoption but offset by petrochemicals. Under BP’s “Current Trajectory,” demand drops 15% by 2050, while in a “Below 2°C” scenario it plunges 70%, with EVs rising to 1.4–2.1 […]

AGA Winter Outlook: Affordability takes center stage as record demand for natural gas is met with record supply

WASHINGTON – Affordability and reliability took the lead at the American Gas Association’s Winter Heating Outlook on Tuesday as the surge in natural gas demand is met with record natural gas production and a 16% increase in technically recoverable domestic natural gas resources. While a continuation of last year’s “La Niña” weather pattern signals a colder than […]

Two U.S. markets occasionally produce more electricity from coal than from natural gas

  Data source: U.S. Energy Information Administration, Short-Term Energy Outlook (STEO) Data values: U.S. Regional Electricity Generation, Electric Power Sector Two electricity markets in the Midwest still generate more electricity from coal than from natural gas in at least some months of the year: Southwest Power Pool (SPP) and the Midcontinent Independent System Operator (MISO). We expect these two […]

‘Turkey ships more Russian oil to Europe than India’: Energy expert rips Trump’s tariff logic

In a scathing critique of the Trump administration’s recent imposition of tariffs on Indian goods, energy expert Dr. Anas Al Hajji has highlighted what he sees as glaring inconsistencies in U.S. policy toward countries importing Russian energy. The tariffs, set at 50% overall with 25% specifically tied to India’s purchases of Russian crude oil, are […]

Big Oil Has Benefited from the Financial Discipline Imposed by ESG and what this means to investors

In recent years, the environmental, social, and governance (ESG) movement has reshaped the investment landscape for the oil and gas industry. While ESG criteria often cast fossil fuels in a negative light, making them nearly uninvestable for many funds, this pressure inadvertently imposed a much-needed financial discipline on Big Oil. As outlined in a recent […]

Interior Unleashes American Coal Power in Bold Move to Advance Trump Administration Priorities

ENB Pub Note: I am writing another Substack article for tomorrow, focusing on the impact of coal on the environment and economy. This announcement from the Department of the Interior is excellent and will help get the coal mining boost it needs. The coal exports will help the trade imbalances, and the technology is helping […]