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Did Fed Chair Jerome Powell Buy Oil Stocks?

Did Fed Chair Jerome Powell Buy Oil Stocks?



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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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 - 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

President Trump’s Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang

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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