Qatar vs Ursula: The Battle for LNG Production

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the escalating tensions between Qatar and the EU over net zero regulations, with Qatar threatening to cut LNG supplies. They also discuss America's grid vulnerability due to transformer shortages, the EU's historic agreement with the U.S. and its impact on oil prices, and how rising ASPs for AR7s expose the true cost of renewables. Tune in for insights on energy policy, market dynamics, and geopolitical developments shaping the future of global energy. 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 00:15 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies 02:36 - Overlooked Vulnerability Could Cripple America’s Grid 05:01 - As the EU and U.S. Reach Historic Agreement, Oil Prices Climb 07:14 - ASPs for AR7 prove renewables are not cheap 12:00 - Markets Update 15:34 - Outro Links to articles discussed: Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies Overlooked Vulnerability Could Cripple America’s Grid As the EU and U.S. Reach Historic Agreement, Oil Prices Climb ASPs for AR7 prove renewables are not cheap