Shale Capital Discipline

Please see the links below or articles that we discuss in the podcast.

U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric
https://energynewsbeat.co/u-s-shales-capital-discipline-outweighs-trumps-pro-growth-rhetoric/

Days before Trump takes office, Brayton Point loses $300 million offshore wind cable plant development project
https://energynewsbeat.co/days-before-trump-takes-office-brayton-point-loses-300-million-offshore-wind-cable-plant-development-project/

China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back
https://energynewsbeat.co/china-and-india-scramble-for-crude-as-sanctioned-russian-tankers-turn-back/

US Treasury to take ‘extraordinary measures’ after Trump inauguration
https://energynewsbeat.co/us-treasury-to-take-extraordinary-measures-after-trump-inauguration/

Ukraine threatening new European energy crisis – Orban
https://energynewsbeat.co/ukraine-threatening-new-european-energy-crisis-orban/

Oil prices dip but post 4th straight weekly gain on US sanctions
https://energynewsbeat.co/oil-prices-dip-but-post-4th-straight-weekly-gain-on-us-sanctions/

Talos Energy Announces Successful Drilling Results at the Katmai West #2 Well in the U.S. Gulf of Mexico
https://energynewsbeat.co/talos-energy-announces-successful-drilling-results-at-the-katmai-west-2-well-in-the-u-s-gulf-of-mexico/

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley delved into several critical energy stories. They discussed the shift in U.S. shale strategy, where capital discipline is taking precedence over growth, despite Trump’s pro-growth rhetoric. They also covered the cancellation of a $300 million offshore wind project at Brayden Point, signaling mounting hurdles for the industry. The hosts examined the ripple effects of Russian oil sanctions, as China and India continue to dominate Russian crude imports amid rising supply disruptions. Other topics included Janet Yellen’s extraordinary measures to avoid hitting the debt ceiling post-Trump inauguration and Hungary's concerns over Ukraine's pipeline shutdown, which is exacerbating Europe's energy crisis. The episode concluded with a market update, including trends in crude oil and natural gas prices, and insights into a successful offshore drilling project by Talos Energy.

#USShale #OffshoreWind #RussianOil #EnergyCrisis #CapitalDiscipline #OilSanctions #DebtCeiling #UkrainePipeline #EnergyMarkets #TalosEnergy

Highlights of the Podcast

00:00 - Intro
01:24 - U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric
05:16 - Days before Trump takes office, Brayton Point loses $300 million offshore wind cable plant development project
07:22 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back
10:11 - US Treasury to take ‘extraordinary measures’ after Trump inauguration
11:40 - Ukraine threatening new European energy crisis – Orban
15:20 - Markets Update
16:17 - Oil prices dip but post 4th straight weekly gain on US sanctions
18:36 - Talos Energy Announces Successful Drilling Results at the Katmai West #2 Well in the U.S. Gulf of Mexico
20:59 - Outro

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