In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Jerome Powell’s latest Fed comments and what they mean for oil and gas investors. They explore the continued surge in U.S. LNG exports, shifting gas dynamics in the Permian, and how natural gas is reshaping investment strategies. The team also discusses the ripple effects of Trump’s sanctions on India and the potential threat to the U.S. dollar. Plus, they cover ERCOT’s record-breaking project cancellations, a major federal halt to Ørsted’s Rhode Island wind farm, and a closer look at the rumored Crescent-Vital Energy merger.
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Timestamps:
00:00 - Intro
00:13 - What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?
03:51 - Surging US LNG Exports Fuel Growth in US Shale
08:23 - President Trump’s Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang
10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?
13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction
19:16 - Markets Update
20:53 - US Rig Count Falls as Drillers Play it Safe
21:11 - Frac Count Update
21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say
25:04 - Outro
Links to articles discussed:
What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?
Surging US LNG Exports Fuel Growth in US Shale
ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?
US Orders Ørsted to Halt Rhode Island Wind Farm Construction
US Rig Count Falls as Drillers Play it Safe
Crescent Energy nears deal for US shale peer Vital Energy, sources say
Published on 5 days, 7 hours ago
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