Episode Details
Back to Episodes
Tariffs Actually Work?!
Description
Subscribe to Our Substack For Daily Insights
Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey
Need Power For Your Data Center, Hospital, or Business?
Follow Stuart On LinkedIn:
https://www.linkedin.com/in/stuturley/ and
Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and
Twitter: https://twitter.com/mtanner_1
Timestamps:
00:00 - Intro
00:13 - President Trump Announces Three New Trade Deals
03:20 - Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil
06:05 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?
08:10 - Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges
11:00 - Hanwha orders historic LNG carrier from US yard
13:57 - Market Updates
15:39 - Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance
16:40 - EQT Reports Second Quarter 2025 Results
19:07 - Outro
Links to articles discussed:
President Trump Announces Three New Trade Deals
Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil
Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?
Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges
Hanwha orders historic LNG carrier from US yard
Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance