Location, Location, Location: Why Drilling Success Depends on the Basin - ENB Weekly Recap

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turle and Michael Tanner break down why “location, location, location” is driving the resilience—and risks—of U.S. drilling programs as breakeven costs diverge sharply across basins. They unpack rising natural gas prices amid LNG export demand, Germany’s shaky energy outlook, and a wave of renewable sector troubles from Pine Gate Renewables’ bankruptcy to Ørsted’s massive losses. The hosts also highlight coal’s global comeback, the long-term implications of U.S. turbine shortages, and Chevron’s move into behind-the-meter Permian power for AI data centers. Plus, they take aim at COP30 drama and Gavin Newsom’s energy commentary, contrasting political narratives with real-world demand for molecules—not slogans.

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https://www.linkedin.com/in/stuturley/ and

Twitter: https://twitter.com/STUARTTURLEY16

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Twitter: https://twitter.com/mtanner_1

Timestamps:

00:00 - Intro

00:15 - U.S. Drilling Programs Are Resilient, but It Depends on the Location

03:53 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers

07:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio

13:04 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?

16:01 - Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan

18:34 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model

21:09 - Outro

Links to articles discussed:

U.S. Drilling Programs Are Resilient, but It Depends on the Location

U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers

Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio

COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?

Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan

Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model