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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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