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Trump Tariffs Hit Refiners
Description
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley break down top energy headlines, including South Dakota banning eminent domain for CO₂ pipelines, Trump's tariffs squeezing U.S. oil refiners, and the uncertain future of U.S. LNG dominance. They discuss India's new coal trading exchange and the looming retirement of over half of steam LNG carriers by 2030. Scott Sheffield’s revelation about Pioneer's dwindling shale inventory raises alarms about long-term production. They wrap up with oil price trends, recession risks, and shifting industry investments, highlighting the urgent need for innovation and strategic energy planning.
Highlights of the Podcast
00:00 - Intro
01:18 - South Dakota Bans Using Eminent Domain For Carbon Dioxide Pipelines
03:12 - Trump Tariffs Threaten U.S. Oil Refiners
06:07 - U.S. LNG’s Kingmaker Status Has an Expiration Date
09:22 - India Plans Coal Trading Exchange as Domestic Supply Soars
10:45 - Drewry: more than half of steam LNG carriers to be scrapped by 2030
14:06 - Markets Update
16:56 - Pioneer Natural CEO Scott Sheffield on Trump’s tariffs, impact on steel business and oil prices
22:42 - Outro
Please see the links below or articles that we discuss in the podcast.
South Dakota Bans Using Eminent Domain For Carbon Dioxide Pipelines
Trump Tariffs Threaten U.S. Oil Refiners
U.S. LNG’s Kingmaker Status Has an Expiration Date
India Plans Coal Trading Exchange as Domestic Supply Soars
Drewry: more than half of steam LNG carriers to be scrapped by 2030
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