Petrodollar: Dead or Just Wounded?

In this episode of the Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down whether the U.S. petrodollar is truly dying or just taking hits as global reserves shift and new trading blocs emerge. They dive into the IEA’s stunning reversal projecting rising oil demand through 2050, natural gas’ shift toward year-round high pricing, and why the Shale Crescent region is becoming America’s most strategic energy asset. The hosts also unpack the real drivers behind soaring electricity prices—policy, transmission, and renewable integration—separate from AI demand, and spotlight China’s breakthrough thorium molten-salt reactor. They wrap with oil and gas market moves, rig count surprises, and the SM–Civitas merger shakeup. A packed episode full of global finance, energy policy, and market insights. 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 - Is the US Petrodollar Dead, or Just Wounded? 05:01 - The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In. 08:57 - America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security 11:39 - Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly 14:28v - The Rhyme and Reason behind Rising Electricity Prices 17:26 - The World’s First Thorium Molten Salt Reactor in China 22:11 - Markets Update 24:12 - SM–Civitas Merger Move 26:24 - Outro   Links to articles discussed: Is the US Petrodollar Dead, or Just Wounded? The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly The Rhyme and Reason behind Rising Electricity Prices The World’s First Thorium Molten Salt Reactor in China