The Energy Question

What a wild day on the Energy News Beat Stand Up. We have a special guest, David Blackmon, Forbes, Daily Caller, and Substack Author, and we have a blast.Key points:“Secretary Scott Bessent: President Trump is talking about, and to be clear, he has focused on Karg Island since 1988, before the Shaw fell, that the U.S. Should be focused on that. He is laser focused on it. As I said, there was a bombing campaign last week. The military assets on Karg island were destroyed. And the other thing I can tell you, if you're an oil worker, you don't want to work there. So all the oil workers there are being coerced to stay there. And we will see what happens with whether that eventually becomes a U.S. Asset.” - If the US takes control of Kharg Island, the Venezuelan-style controls will be placed on Iran, and this will help bring peace to the Middle East. 1. U.S. Energy Policy & Oil Price StabilizationThe transcript covers Energy Secretary Granholm's efforts to manage oil prices through various policy tools, including sanctions enforcement, strategic energy reserves, and regulatory waivers on Russian and Iranian oil imports.2. Middle East Energy Infrastructure ConflictsA significant focus is on military actions affecting energy infrastructure:Iran's South Pars Gas Field: Discussion of drone attacks by U.S. and Israeli forces targeting Iran's critical gas production facilityQatar's Pearl GTL Complex: Qatar's retaliatory strike on this LNG export facility, leading to force majeure declarations on LNG contracts3. Global LNG Supply DisruptionsThe disruption to Qatar's liquefied natural gas exports is presented as a major concern for global energy markets, with the U.S. unable to quickly fill the supply gap in the short term.4. State-Level Energy TransitionsHawaii's LNG Initiative: Efforts to transition away from fuel oil for power generation by importing LNG from JapanCalifornia Offshore Production: Discussion of restarting offshore oil production and the challenges posed by refinery closures5. Domestic Oil ProductionCoverage of new oil and gas lease bids in Alaska's National Petroleum Reserve as a strategy to increase domestic oil production capacity.6. Global Energy Market DynamicsOverarching concerns about supply shortages, price volatility, and the geopolitical challenges of replacing disrupted Middle Eastern energy supplies.1.Secretary Scott Bessent has levers he can still pull to keep oil prices stable for a few weeks – Key Points from his Interview on Fox2.South Pars Gas Field Strike: US-Israeli Drones Hit Iran's Energy Lifeline – Production Hit, Markets Spike, and Tehran Targets Gulf Facilities in Retaliation3.QatarEnergy's Pearl GTL Complex Hit in Iranian Strike: Fires Rage at Ras Laffan – Critical Air Separation Units Likely Destroyed, Multi-Year Outage Expected4.QatarEnergy Declares Force Majeure on LNG Contracts to Italy, Belgium, South Korea, and China: Shockwaves for Global Markets and a Major Boost for U.S. LNG Producers5.Hawaii's Gas Bid Advances on Japan Plan for Power Plant, Imports – It's about time6.National Petroleum Reserve–Alaska Has New Bids Opened7.Black gold gushes into California as offshore bill kicks into gear following Trump executive order – But what good will it do?8.Gasoline and Diesel Prices Are Going Up — What Are Trump's Options to Lower Prices?Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out David Blackmon on https://blackmon.substack.com/If you are looking for a data center spot, give them a call.A shout-out to our sponsor, Reese Energy Consulting:https://reeseenergyconsulting.com/

This is a fun discussion with John Calce, Founder and Chairman of Element Fuels and America First Refining. This podcast is hosted by Stu Turley, Energy News Beat Host, and David Blackmon is the host of the Energy Impacts Podcast. Don't kid yourself, with the geopolitical issues around the world right now, this story is HUGE. A new refinery in the United States was built to refine the light, sweet crude oil from the Permian Basin. This is a gigantic win for Energy Security.As the title says, "Texas Gets A Refinery - Energy Security Starts at Home - Energy Dominance is displayed through your exports." John hit it out of the park while talking about how much planning and export capacity are being planned.Thank you, John, for your efforts, hard work, and getting this across the finish line. We will be reporting on this all along the way to help keep the excitement up.1. America First Refining's Brownsville Refinery ProjectThe central focus is John Kelsey's development of a major new oil refinery in Brownsville, Texas. Key aspects include:Background: Kelsey's extensive experience in upstream oil and gas, particularly during the shale oil boomThe Problem: A critical mismatch between the light shale oil produced in the Permian Basin and existing U.S. refining infrastructureThe Solution: Building a new refinery specifically designed to process light shale oilTimeline: A challenging 7-year permitting and approval processPartnership: Collaboration with Indian conglomerate Reliance for financing and operationsFuture Plans: Potential expansions into ammonia and fertilizer production2. U.S. Energy Infrastructure & Market DynamicsThe discussion places the refinery project within the broader energy landscape:Declining refining capacity in the U.S., particularly on the West CoastThe paradox of exporting light shale oil from Texas while importing refined products back into CaliforniaThe role of policy and government support in energy infrastructure development3. Economic & Regional Development ImpactThe project's implications for the Brownsville/Rio Grande Valley region:Job creation and economic growth opportunitiesWorkforce development through partnerships with local universities and technical collegesInfrastructure and logistics challenges related to port expansion and regional growthCheck out the American First Refining Company site: https://americafirstrefining.com/John Calce's LinkedIn: https://www.linkedin.com/in/john-calce-28577014b/Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out David Blackmon on https://blackmon.substack.com/

Doomberg stops by the Energy Impacts and Energy News Beat podcasts to talk about the Global Oil and Gas Markets Update. Hosted by David Blackmon and Stu Turley, they have a rich history of having way too much fun talking about the energy, oil, and gas markets.1. Geopolitical Tensions & Iran-US ConflictThe transcript extensively covers the tensions in the Strait of Hormuz and the broader Iran-US conflict, examining how these tensions could disrupt global oil and gas supplies and reshape international relations.2. Global Energy Markets & Supply DisruptionA significant focus is placed on the potential impact of the conflict on energy markets, including:Risk of oil and gas supply disruptionsPotential market fragmentation and regional energy marketsDevelopment of alternative energy infrastructure to bypass the Strait of Hormuz3. International Power DynamicsThe discussion explores the growing influence of China and Russia in the Middle East, their support for Iran, and how the conflict could shift global geopolitical power structures.4. Media, Propaganda & InformationThe transcript addresses challenges in reporting on the conflict, including:The role of media narratives and propagandaDifficulty in separating fact from misinformationHow information shapes public understanding5. Energy Transition & InfrastructureCommentary on how the crisis might affect the transition to renewable energy, with perspectives that the conflict could actually accelerate investment in traditional energy infrastructure rather than renewables.6. Policy & Strategic Decision-MakingAnalysis of strategies and decisions by key players, including the US government, Trump administration, and energy industry figures.Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out Doomberg at https://newsletter.doomberg.com/Check out David Blackmon on https://blackmon.substack.com/

Tim Stewart stops by the Energy News Beat and Energy Impacts PodcastsDavid Blackmon kicks off this joint podcast with Tim Stewart, President of the US Oil & Gas Association, and we have a wild discussion.1. Oil and Gas Industry Volatility The speakers examine the current unstable state of the oil and gas sector, focusing on fluctuating oil prices and their impact on companies and workers. They note how the industry is adapting differently than it did during the 1970s oil crisis.2. Middle East Geopolitical Tensions A significant portion of the discussion centers on regional instability, particularly around the Strait of Hormuz, attacks on oil infrastructure, and the U.S. response. Iran's involvement and international sanctions are also key points of discussion.3. California's Energy Crisis The speakers address specific challenges in California's energy sector, including refinery closures, companies relocating out of state, and how state energy policies are affecting the broader national energy landscape." So To my point is that from the national energy policy perspective, it wouldn't surprise me over the next six months if the energy department and department chairs start to become involved in California energy policy. It's going to make federalism a really interesting argument because it's a counterpoint, but it's got to be done. "Tim Stewart, President, US Oil & Gas Association4. Government and Policy Involvement There's substantial discussion about the federal government's role in addressing energy challenges, potential federal intervention in state policies, and the relationship between the administration and Congress on energy matters.5. U.S. Energy Dominance and Geopolitical Strategy The speakers explore how current events are reshaping global energy markets, potential shifts in international trading relationships, and America's strategic positioning based on its energy resources and influence.6. Industry Perception and Policy Challenges The discussion includes the oil and gas industry's efforts to engage with policymakers, changing Congressional dynamics around energy policy, and the need for improved public understanding of the industry's role and challenges.01:41 Tim Stewart discusses the "Goldilocks zone" for oil prices21:01 Tim predicts federal intervention in California energy policy30:32 Cool Energy things32:18 New trading blocs based on Energy policies35:30 Tim Tim Stewart makes a strategic point about competing with Lloyd's of LondonCheck out my Substack: https://blackmon.substack.com/

The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. This podcast is pushed out on both platforms. What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean. 1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy.2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region.3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London.4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries.5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing.1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for?2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare4.Chevron Warns of Irreversible Harm to California's Economy and Energy Security in Letter to gov. Newsom5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices6.California will be a national security risk for the entire country!Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Check out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

This was a wild discussion of the current global oil and gas markets with David Blackmon and Stu Turley. We covered stories from Energy News Beat and David's Substack.If you only have time for one podcast, this may be it, as we cover the markets and critical issues on how long this may last.Oil and natural gas prices:David and I discussed the recent spike in oil and diesel prices, with oil prices increasing by around 14-15% over two days. The hosts analyze the potential reasons and implications of these price increases.Geopolitical tensions in the Middle East:The discussion focuses on the Strait of Hormuz, a critical chokepoint for global oil and LNG trade, and the potential disruptions to shipping in the region due to tensions and conflicts.The transcript covers the involvement of various countries, such as Iran, Iraq, Saudi Arabia, and the UAE, in the regional dynamics and their potential impact on energy markets.Energy security and dependence:We discuss the concept of “energy security starts at home, but energy dominance starts at your exports,” highlighting the energy dependence of the European Union on Russian oil and gas.We also touch on the energy crisis in California and the challenges faced due to the shutdown of refineries and pipelines. And I am interviewing Ronald Stein on Monday to cover the latest crisis in California.U.S. foreign policy and geopolitics:The transcript delves into the Trump administration's foreign policy actions, particularly in relation to Iran and Venezuela, and their potential impact on global energy markets and China's influence.The hosts also discuss the shifting geopolitical alliances and the potential for Russia to improve its relationship with the United States.U.S. domestic politics and energy policy:The discussion touches on the upcoming elections in the U.S., particularly the Republican primary race in Texas, and the potential implications for energy policy and regulation.The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.Electricity pricing and grid resilience:The transcript delves into the issues surrounding the pricing of electricity, particularly the need to redefine the levelized cost of electricity for renewable energy sources to include the cost of storage and grid resilience.Starmer to Trump: “You Have No Plan.” Trump Replies: “Have You Been Following Venezuela's Story?”At What Price Will the EU Open Russian Gas and Oil Pipelines?The Price for Oil May Go Up If the Bypass Pipelines Are Hit, and If Ship Insurance Is Not ApprovedHow Long Can China Survive After Losing Venezuela and Iraq's Discounted Oil Supplies?California will be a national security risk for the entire country!Qatar Halts LNG Production, and the European and Asia Markets RespondCheck out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

The repeal of the Climate Power Grab by the Trump Administration brings up a lot of questions, and we cover a lot of them today. This podcast went out live on X, YouTube, and LinkedIn on both the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon hosting. Dr. Matthew Wielcki has a large X reach, and his substack is fantastic; we highly recommend subscribing. The main topics discussed in this Podcast are:Throughout the conversation, the overarching theme is the critique of the scientific and policy narratives surrounding climate change, with the guest arguing that the observational data and economic realities do not support the alarmist claims and the resulting policy responses.**1. The EPA Endangerment Finding**The conversation centers on the 2009 EPA Endangerment Finding that declared greenhouse gas emissions endanger public health. The guest argues this finding was "precooked" without proper review and has become the legal foundation for numerous climate regulations under the Obama and Biden administrations. The recent rescission of this finding could undermine the legal standing of these policies.**2. Global Temperature Record Reliability**There's significant discussion about concerns regarding the accuracy and transparency of global temperature data. The guest raises allegations about data manipulation and suppression of historical heat wave data, arguing this lack of trust in temperature records undermines the scientific basis for climate policies.**3. Observed vs. Predicted Climate Impacts**They talk about examining observational data on extreme weather, hurricanes, and sea level rise, with the guest arguing that actual observed impacts don't match the dire predictions made by climate models. This discrepancy is presented as evidence questioning the validity of the underlying climate projections.**4. Economic and Social Costs of Climate Policies**A major focus is the negative impacts of climate policies, including increased energy prices, reduced affordability, and harm to developing nations. The discussion also touches on the "climate industrial complex" and how perpetuating climate crisis narratives maintains funding and business opportunities.**5. Nuclear Power as a Solution**The guest advocates for nuclear power as a key solution for reliable, low-emission baseload electricity, contrasting this with the focus on intermittent renewables and discussing regulatory and political barriers to modern nuclear development.The overarching theme is a critique of climate change narratives, arguing that observational data and economic realities don't support alarmist claims and resulting policies.On X. @MatthewWielickiCheck out the Irrational Fear on Substack: https://irrationalfear.substack.com/Check out David Blackmon's Substack https://blackmon.substack.com/

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

You will not want to miss this episode of the Energy Impacts Podcast with David Blackmon and his special guest, Tom Holm, Executive Director for the Energy Defense Council. We will be covering significant changes underway in the nuclear industry and how they will be implemented. The main topics discussed in this Podcast are:1. The role and work of the Energy Defense Council (EDC), an organization focused on improving energy resilience and energy dominance for the U.S. military. Tom Holm, the executive director of EDC, explains how the organization was founded and its key objectives.2. The challenges faced by military bases in terms of energy supply and reliability, including issues like rolling blackouts. Holm discusses how EDC is working to address these problems.3. The potential use of micro-nuclear reactors and small modular reactors (SMRs) to provide power for military bases. Holm explains the benefits of this technology and the efforts to accelerate its deployment on military installations.4. The need to rebuild and re-industrialize America's manufacturing capabilities, especially for critical components and materials required for energy technologies and national defense. Holm emphasizes the importance of reducing reliance on foreign suppliers.5. The changes in the current administration's approach, including executive orders and new funding mechanisms, that are enabling faster development and deployment of energy solutions for the military. Holm highlights the increased sense of urgency and willingness to take non-traditional approaches.6. The role of the Tevcon conference, organized by EDC, which brings together military leaders, government officials, and industry innovators to identify challenges and solutions related to energy, vehicles, and other technologies for the military.Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/tom-holm-43a952263/Check out David's Substack here: https://blackmon.substack.com/

You won't want to miss this episode of the Energy Impacts podcast with Jim Welty, President of the Marcellus Shale Coalition, as we gear up to talk about the global Natural Gas markets. We are covering the impact on the US consumers and manufacturing growth. We will be live on LinkedIn, X, and YouTube. The main topics discussed in this Podcast are:1. The importance of natural gas in providing reliable energy during extreme winter weather conditions, particularly in the Marcellus Shale region and the PJM grid.Jim Welty discusses how natural gas generation has been crucial in ensuring electricity and heating supply during recent cold snaps, with natural gas providing around 40% of the PJM grid's generation. He contrasts this with the issues faced in the ISO New England region, where fuel switching to oil was required due to insufficient natural gas supply.2. The challenges of building energy infrastructure, particularly pipelines, in the Northeastern United States.The transcript discusses how policies and regulations have hindered the development of pipelines like the Constitution Pipeline, which would have helped supply natural gas from the Marcellus Shale to the Northeast. This has led to the region relying on more expensive and higher-emission energy sources.3. The growth of data centers and the role of natural gas in powering this new economy.The discussion covers the significant investment and development of data centers and AI facilities in Pennsylvania, and how natural gas is well-positioned to meet the growing energy demands of this sector in a reliable and cost-effective manner.4. The clean credentials of natural gas from the Marcellus Shale region, especially in comparison to other global suppliers.The transcript highlights how natural gas from the Marcellus Shale has the lowest methane intensity of any major gas-producing region, making it an attractive option for European and other international markets seeking to reduce emissions.5. The political and policy challenges faced by the natural gas industry, particularly in navigating the push for renewable energy sources.The discussion touches on the tensions between the natural gas industry and policymakers who are promoting renewable energy, even when it may not be the most practical or reliable solution in certain regions and applications.Check out Jim on LinkedIn: https://www.linkedin.com/in/jim-welty-336b77105/Check out the articles on David Blackmon's Substack. https://blackmon.substack.com/

As we roll into the midterms, the Democrats are already rolling out "Affordability" as a key battle cry. Well, the facts show that the average blue state pays an estimated 37% more for electricity than the average red state.This podcast went out on the Energy Impacts Podcast with David Blackmon and the Energy News Beat Podcast with Stu Turley. Tom Pyle, the CEO of the Institute for Energy Research, lays out the article linked below, and it is very clear. Energy Policies account for the greatest increases in energy costs.The main topics discussed in this podcast are:1. Electricity and energy prices in the United States, particularly the higher costs in "blue" (Democratic-leaning) states compared to "red" (Republican-leaning) states. The transcript discusses a report by the Institute for Energy Research called "Blue States High Rates" that analyzes this trend.2. The impact of renewable energy policies and mandates, such as renewable portfolio standards, on electricity prices. The transcript argues that these policies, combined with the forced closure of traditional baseload power sources like coal and nuclear, have driven up costs in certain states.3. The challenges faced by states like California and New York in maintaining reliable and affordable energy supplies due to their aggressive climate and renewable energy policies. The transcript discusses issues like the closure of refineries, reliance on imported energy, and the difficulties in building new natural gas pipelines.4. The role of the federal government, particularly the Trump administration, in energy policy decisions and their impact on electricity prices. This includes topics like the EPA's endangerment finding and the potential benefits of rescinding it.5. The broader political and ideological divide between "red" and "blue" states on energy and climate policy, and how this translates into differences in electricity affordability for consumers.Check out the Substack article https://blackmon.substack.com/01:25 Intro to the main topic of Blue State and High Rates02:23 Tom Pyle, breaks down the report07:16 Wind and solar in Texas08:43 Graphic on costs in blue vs. red states14:25 transmission lines and costs17:24 California and its Energy Crisis21:02 Energy Policy defines electricity rates26:54 Jones Act and LNG Tankers37:33 Carbon Taxes and Net Zero#energynewsbeat #netzero #democrats Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/thomasjpyle/Check out the IER Institute for Energy Research https://www.instituteforenergyresearch.org/the-grid/blue-states-high-rates/

Time Stamps:01:57 Doomberg: Where is the oil glut06:05 China is buying oil, and are they preparing for war?12:50 Venezuela and the oil impact26:11 Canada and great subscribers41:58 Doomberg's methodologyThis was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show. Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me.Here are the key points we cover.1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US.2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela's oil assets.3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources.4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats.5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don't rule out Gavin, as he could be in the running if we don't fix our elections and adopt same-day paper ballots.Thanks again to our patrons, subscribers, and readers on all of our platforms.Please reach out and subscribe to Doomberg at https://newsletter.doomberg.com/A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme.2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years.3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected.4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals.5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term.00:00 Intro Return to Tangibles01:11 ETF LENS is by Sarmaya Partners03:35 Is the world oversupplied with oil06:10 Geopolitical Risk to Oil07:09 Shale Boom and Break-even for Oil10:06 Companies looking for exploration locations11:38 Policy impacting prices16:58 Market Cycles20:21 Markets like Copper23:42 Global Markets and deindustrialization27:15 Grid complexities of AC vs DC28:56 Renewables impact on Energy37:30 Investing and day trading 41:45 Recycling and Copper48:20 Nuclear and AIFollow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/Check out https://sarmayapartners.com/Check out the Substack: https://sarmayakar.substack.com/Check everything David Blackmon on Blackmon.substack.com

Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg01:56 Doomberg on the UK and energy crisis06:28 Doomberg on the Labor Party12:01 Doomberg on the Russian-Ukrainian War14:37 Zelensky won the election, but may not be viable in peace talks25:39 California and Gov Newsom Energy Crisis31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.38:14 US Dollar financial system and the petro dollar43:13 Global debt45:54 Secretary Chris Wright53:41 Doomberg on data centers sitting on top of power sourcesA special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/

In this episode of Energy Impacts, host David Blackmon sits down with David Malpass, former head of the World Bank Group, for an insightful discussion on U.S.–China trade relations, rare earth supply chains, and the global energy landscape. Malpass shares his perspective on rebuilding American manufacturing, the real costs of climate policies, and how energy independence will shape future economic growth. From Bill Gates' shift on climate strategy to the critical role of nuclear power and data centers, this conversation dives deep into the policies and innovations driving the world's energy future.Highlights of the Podcast00:01 - Introduction01:54 - David Malpass' Career Journey04:18 - Trump-Xi Trade Agreement on Rare Earths08:02 - Agricultural Trade and U.S. Competitiveness10:54 - Contrasting the Trump and Biden Administrations14:14 - The U.S. Rare Earth Supply Chain Challenge19:41 - China's Strategic Dominance in Manufacturing23:19 - Bill Gates' Shift on Climate Change28:16 - The Real Cost of Climate Policies32:53 - Electric Vehicle Industry Pitfalls36:51 - Building U.S. Energy Independence42:22 - Competing with China's Scale and Control45:28 - ESG Investing and Policy Shifts46:34 - The Role of Nuclear Power in Energy Security50:17 - Data Centers Driving Energy Demand53:47 - Closing Thoughts

Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg lays out the massive topic of trade wars with China, and the global impact on the fiancial markets. What are investors and consumers thinking? Highlights of the Podcast00:01 – Introduction01:43 – China's Rare Earth Monopoly and Trade War Signals07:17 – U.S. Response and Administrative Inaction10:40 – Reactions to Global Trade Developments14:17 – U.S. Efforts to Break Rare Earth Dependence15:53 – U.S. Manhattan Project for Supply Chains20:13 – Regulatory Hurdles and Mining Challenges22:40 – Global Bifurcation and Emerging Trade Blocks25:24 – Russia, Ukraine, and the Changing Global Order34:13 – Media Narratives and Propaganda38:31 – Drone Warfare and Shifting Military Power42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry46:08 – Europe's Energy Crisis and Deindustrialization53:17 – Alaska, Energy Development, and Infrastructure Delays55:05 – Closing Thoughts and New Project Plug

Josh Young from Bision Interests stops by, and we discuss with David Blackmon and Stu Turley. Numerous changes are currently occurring in the energy markets, and we sit down to discuss the political, geopolitical, and other significant developments that the investment community needs to be aware of.Highlights of the Podcast00:01 – Introduction 00:44 – Josh introduces Bison Interests and Bison Insights06:00 – Discussion on new oil sanctions and market effects11:30 – Trade and tariffs – U.S., Canada, Japan relations19:00 – Rare earths and China's leverage25:30 – Economic deregulation and energy demand31:54 – OPEC, Saudi production, and spare capacity37:00 – Russia, Venezuela, and Middle East relations46:30 – U.S. defense, alliances, and America First debate52:00 – Europe's natural gas dilemma and net zero failure59:30 – Japan's JERA gas deal and corporate strategy1:04:30 – Energy companies shifting away from renewables1:07:00 – Canada, UK, and future of Western trade1:15:30 – Tech firms buying into gas assets and energy security1:35:33 – Episode wrap-up

Mike Umbro stops by the Energy News Beat Podcast and the Energy Impacts Podcasts with Stu Turley and David Blackmon co-hosting. This is a huge issue in California for National Security. Is opening Kern County going to be enough to keep gas prices down? Is the sudden turn from Gavin Newsom enough to save the California consumer?Highlights of the Podcast00:01 - Introduction02:25 - California's Policy Failures Under Newsom03:41 - Drilling Permits and Production Challenges05:16 - Regulatory Red Tape and Permitting Delays07:10 - California's Pipeline Crisis09:28 - Oil Seeps and Environmental Misconceptions11:37 - Refinery Closures and National Security Risks15:38 - Import Dependence and Foreign Control16:44 - The Best Rock, the Worst Policy17:36 - Ignoring Science for Political Agendas19:58 - Political Landscape22:02 - Shutting Down Productive Oil Fields24:58 - Hope for Change and Leadership26:31 - Mike's Encounter with Governor Doug Burgum31:18 - The Root of California's Crisis: Activist Control33:44 - Reforming the System: IRS and Nonprofit Abuse35:46 - The Need for Transparency and True Innovation39:04 - America's Energy Independence vs. China's Influence42:18 - California's Solar Subsidy Myth45:10 - Wind and Solar: Hidden Environmental Liabilities45:59 - Lithium Battery Hazards and Waste Mismanagement47:49 - Closing Thoughts and Call to Action

Josh Young, Portfolio Manager at Bison Interests, stops by the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon for an in-depth look at the global oil and gas financial markets. In this powerful discussion, the trio dives into the latest developments shaping the energy landscape, from OPEC+ production strategies and Russia's role in global supply, to California's refinery challenges and the growing demand for natural gas driven by AI and data centers.Josh also shares valuable insights from his work at Bison Interests and Bison Insights Substack, exploring investment trends, ESG's real impact on the energy sector, and what the future could hold for oil and gas prices. Whether you're an investor, energy professional, or just someone wanting to understand the forces behind the markets, this episode offers a sharp, candid look at what's next for the global energy economy.Highlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia's Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic Insights

This episode takes a closer look at what's really behind today's energy transition. David Blackmon talks with energy analyst Ronald Stein about why oil and refineries still matter so much from powering transportation and hospitals to producing the products we use every day. They discuss how wind and solar create electricity but can't yet replace the thousands of items built from oil derivatives.They also touch on California's refinery closures, the shift of energy companies to other states, and what these changes could mean for the economy and national security. With a global perspective on refining and “net zero” goals, the conversation offers a grounded look at the challenges and trade-offs of moving to renewable energy.Highlights of the Podcast00:00 – Introduction & Background01:30 – Energy Literacy & Products from Oil05:40 – Refinery Closures & National Security Concerns08:30 – Newsom Policies & Lack of Backup Plans12:55 – Industry Migration & Economic Impact17:30 – Aging Refineries & Offshoring21:46 – Global Refining & Misunderstood Net Zero Goals27:43 – Closing Thoughts & Call for Conversations

Dark Money of NGOs pouring millions into climate alarm propaganda, and how are they impacting energy policy? You will not want to miss this episode of Energy Impacts with David Blackmon, as he sits down with Jason Isaac, Founder and CEO of the American Energy Institute, to discuss the substantial amount of money and its impact on consumers.Highlights of the Podcast00:11 – Introduction01:58 – Jason Isaac's Background05:30 – Industry Leadership & Chris Wright07:02 – Dark Money in NGOs09:15 – Ceres & Energy Foundation China10:55 – Climate Judiciary Project12:17 – Biased Lawsuits12:51 – Media Propaganda Funding14:05 – UN, World Bank, and Financial Controls14:41 – Limits of Renewables & Battery Storage16:56 – Texas Grid Concerns20:51 – Industry Timidity22:42 – Pushback Against Net Zero & ESG26:15 – China Opposes Endangerment Finding Rescission27:19 – Closing & Call to Action

David Blackmon sits down with Matt Whitlock, creator of The 10-Minute Drill, to talk about making sense of today's fast-moving news cycle. They cover topics like dark money in politics, climate-related lawsuits, foreign influence on U.S. energy, and how the media often misreads Trump. The conversation also touches on Congress, Orrin Hatch's legacy, and what Whitlock aims to do with his daily news updates.Highlights of the Podcast00:00 - Introduction01:34 - Creating the 10-Minute Drill04:22 - Trump, Media, and Misunderstanding08:32 - The Web of Dark Money11:45 - Climate Judiciary Project16:43 - Honolulu Case & Lawfare Strategy18:39 - Foreign Influence on U.S. Energy Policy20:32 - Rumors About Trump's Health23:11 - Congress Back in Session26:52 - Right Track/Wrong Track Numbers29:09 - Closing & Where to Find 10-Minute Drill

Critical policy and legislative action in Oil and Gas from the Independent Petroleum Association of America stops by the Energy Impacts and the Energy News Beat Podcasts with David Blackmon and Stu Turley. We have Dan Naatz and Mallori Miller from the IPAA to cover everything that is going on in the oil and gas industry, and what they are seeing rolling out, impacting investors, operators, and consumers.Highlights of the Podcast00:10 - Introduction01:35 - About IPAA05:19 - Policy Shifts Under Trump Administration 2.007:50 - Methane Tax Fight09:07 - New Leadership in Key Agencies12:03 - Senate Gridlock & Appointments14:44 - Permitting Council & Reform19:06 - EPA & Regulatory Issues21:36 - Federal vs. State Relations24:43 - Possible Reconciliation Bill26:33 - Budget Battles & Permitting Reform27:34 - Gas vs. Oil Drilling Trends29:16 - Denver Data Center Example31:12 - Scale of the Energy Challenge32:07 - Closing Remarks

In this episode of Energy Impacts, David Blackmon speaks with energy expert Robert Bryce and South Carolina resident Cheryl Lane, who is fighting a 4,300-acre solar project being built behind her home. Cheryl shares how she uncovered the project's scope, challenged permits, and launched multiple legal battles to protect her land, community, and local wildlife from environmental harm. They discuss how large-scale solar developments often target low-income rural areas, bypass environmental reviews, strain infrastructure, and displace wildlife—all while being promoted as “green.”Highlights of the Podcast00:00 – Introduction01:24 – Cheryl's Battle Against a Massive Solar Farm04:24 – Targeting Low-Income Rural Areas06:56 – Avoiding Environmental Review07:42 – Delaying the Project09:26 – Parallel Stories Across the Country13:47 – Legal Battles on Multiple Fronts18:38 – Limited Financial Resources20:03 – Wildlife & Environmental Concerns25:09 – Cultural & Historical Preservation Issues27:09 – Lessons from Fighting Other Projects29:52 – Infrastructure Ill-Prepared for Construction Impact31:43 – Destruction of Forest and Endangered Species33:27 – Robert Confirms Developer's Background35:08 – Double Standards in Environmental Activism37:18 – Hidden Project Components39:54 – Final Encouragement & Advice42:10 – Closing Remarks

In this episode of Energy Impacts, David Blackmon talks with Dustin Van Liew, Senior VP of Global Policy at Energeo Alliance, about how geoscience supports offshore energy projects and the policy hurdles that come with it. Van Liew explains the importance of seismic surveys for oil, gas, and offshore wind, addresses common misconceptions about their impact on marine life, and shares his thoughts on Representative Nick Begich's effort to modernize the Marine Mammal Protection Act. The discussion centers on making the permitting process more efficient, cutting through overlapping regulations, and ensuring environmental safeguards are upheld while allowing responsible energy development to move forward.Highlights of the Podcast00:08 - Introduction00:39 - About Energeo Alliance02:00 - Membership Composition03:24 - Offshore Wind & Geoscience04:09 - Marine Mammal Concerns & Misinformation05:17 - Modernizing the Marine Mammal Protection Act (MMPA)09:46 - Overly Broad “Harassment” Definition11:20 - “Small Numbers” Clause14:13 - Science-Based Decision Making15:49 - MMPA & ESA Duplication20:11 - Administrative vs. Legislative Fixes22:53 - Next Steps for Begich's Bill27:35 - Closing#OffshoreEnergy #EnergyPolicy #MarineConservation

Jim Welty, President of the Marcellus Shale Coalition, joins David Blackmon to explore how Appalachian natural gas is driving energy innovation, powering the AI revolution, and reshaping U.S. infrastructure and global exports. From pipeline challenges to record-breaking investments in Pennsylvania, they discuss the critical role of domestic energy in ensuring economic growth, environmental gains, and national security.Highlights of the Podcast00:01 - Introduction02:03 - Jim Welty's Background05:23 - Pipeline Infrastructure and Energy Costs07:32 - $92 Billion AI & Energy Project in Pittsburgh10:28 - In-Basin Energy Utilization vs Pipeline Challenges12:04 - LNG Export Reality13:45 - The Myth of “End of Cheap Gas”15:31 - Vast Natural Gas Reserves17:31 - Declining Rig Count ≠ Declining Production19:30 - AI's Impact on Energy Sector21:38 - U.S. Natural Gas: A Global Advantage23:58 - Industry Leaders Taking the Mic27:23 - Closing Remarks

You will not want to miss this interview with Michelle Manook, CEO of FutureCoal, who stops by the Energy Impacts podcast with David Blackmon. This is a significant interview, as there are major changes in the grid and energy demand underway, and Michelle will be able to break down how coal is poised to face the challenges ahead.Highlights of the Podcast00:01 – Introduction01:26 – What is Future Coal?03:49 – Governments, Industry, and Finance Must Unite04:55 – Australian Coal Reality Check (Video Clip)05:47 – The Reality of Coal Demand09:16 – The Shift in Public and Media Tone10:19 – Coal's Reputation and Finance Industry Retreat13:18 – Open Letter: Fund Fair, Fund Equal16:59 – Sustainable Coal Stewardship19:37 – Energy Poverty in Europe22:46 – Repercussions of the Green Energy Rush25:17 – Why Future Coal is Expanding in Southern Africa29:19 – Will the U.S. Return to Coal Plants?32:53 – Energy Mix: Focus on What Works33:22 – Closing Remarks

John Shively, CEO of Pebble Partnership, and operator of the Alaska Pebble Mine Project. With a focus on Energy Dominance.John Shively joins the Energy Impacts Podcast to talk about the decades-long effort to permit the Pebble Mine in Alaska. He shares insights on the mine's massive copper and mineral potential, environmental concerns around Bristol Bay's salmon fishery, and how federal permitting delays and reliance on foreign processing especially from China impact U.S. energy security. Shively also discusses what makes Alaska so uniquely valuable and why permitting reform is key to unlocking its resources.Highlights of the Podcast00:01 - Intro and Background03:10 - Why Pebble Mine Matters05:57 - Mineral Resources at Pebble09:14 - China's Grip on Mineral Processing14:08 - Environmental Concerns and Salmon19:12 - Permitting, Courts, and Political Barriers25:23 - Alaska's Potential or Decline28:26 - Closing Thoughts

You won't want to miss this special episode of the Energy Impacts podcast with David Blackmon. Emily Domeech is the Chairperson for the Federal Permitting Improvement Steering Council in the Trump Administration. With the push for the United States to become not energy independent, but rather Energy Dominant, her role is critical to the success of the United States energy system. And subsequently, a key factor in the success of the entire United States economy.Highlights of the Podcast00:01 - Introduction01:21 - Emily Domenech's Background03:27 - Outdated Environmental Laws and Delays05:45 - NEPA Reform Progress08:01 - Competing with China through Domestic Energy Projects10:33 - Revitalizing Nuclear Energy13:22 - Environmental Laws Should Guide, Not Block15:55 - Abuse of the Endangered Species Act19:04 - Radical Activism vs. Practical Conservation20:54 - Chevron Deference and Congressional Clarity22:27 - Legislative Challenges to Reform25:13 - State and Local Government Coordination27:58 - Call to Action for Project Developers

Stu Turley, David Blackmon, Doomberg, and Mike Umbro break down how California's energy policies are fueling a national crisis. From refinery shutdowns and permit restrictions to rising fuel costs and flawed EV mandates, they expose the political choices putting America's energy security and economy at risk. With firsthand insights and hard-hitting facts, this episode delivers a clear warning: what starts in California won't stay there.Highlights of the Podcast00:08 - Introduction of Panel02:02 - California's Policy Impact05:38 - Permitting Crisis09:21 - Refinery Closures10:50 - Newsom's Three-Point Plan13:29 - Regulatory Blind Spots16:50 - Fuel Inflation as a National Risk19:25 - EV Mandates and Trucking Impact21:04 - 2028 Election and Newsom's Ambitions25:59 - Lack of Pipelines Between NorCal and SoCal29:15 - Chevron's Position in California31:10 - Final Thoughts

In this insightful episode of the Energy Impacts podcast, David Blackmon sits down with renowned energy expert and author Dan Yergin to explore the evolving landscape of global energy. Yergin's best-selling books include “The New Map,” “The Quest,” and “The Prize.”In the fast moving 30-minute interview, Daniel and David unpack key takeaways from the recent CERAWeek conference, including the rising demand for electricity driven by AI and data centers, the U.S.'s growing influence in global LNG markets, and the strategic implications of rare earth mineral supply chains dominated by China.Yergin also discusses the urgent need for infrastructure reform, the long timelines for mining and nuclear deployment, and why the energy transition may be more of an “energy addition.” From geopolitical tensions to copper shortages, this conversation provides a comprehensive look at the forces reshaping energy policy, markets, and global power dynamics.Foreign Affairs “The Energy Transition Needs a Reality Check” op/ed by Yergin: https://www.ceraweek.com/en/news/press-releases/foreign-affairs-the-energy-transition-needs-a-reality-checkBooks by Daniel Yergin: https://www.amazon.com/Prize-Daniel-Yergin/dp/1847376460?adgrpid=186996878628&hvpone=&hvptwo=&hvadid=748008426888&hvpos=&hvnetw=g&hvrand=14490381126824490089&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9191716&hvtargid=dsa-2414841787166&hydadcr=&mcid=&hvocijid=14490381126824490089--&hvexpln=67&tag=googhydr-20&hvsb=Healthmedia_d&hvcampaign=dsadeskCERAWeek Home Page: https://www.ceraweek.com/enS&P Global Study on The Future of Copper: https://cdn.ihsmarkit.com/www/pdf/0722/The-Future-of-Copper_Full-Report_14July2022.pdfS&P Global Report on Chinese Control of Supply Chains: https://www.spglobal.com/market-intelligence/en/news-insights/research/critical-minerals-sourcing-rises-trade-troublesHighlights of the Podcast00:01 - Introduction01:21 - CERAweek Themes03:43 - U.S. LNG as a Geopolitical Power05:20 - Pipeline Infrastructure & U.S. Gas Abundance07:26 - Strait of Hormuz & Geopolitical Stakes09:16 - U.S. Global Energy Role Post-WWII11:14 - Rare Earths & Mineral Security13:33 - Copper Shortage: “Copper in the Age of AI”15:21 - U.S. Permitting Crisis18:00 - Grid Strain & Nuclear Outlook20:33 - Solar & Wind Investment Timeline22:19 - Crypto and Industrial Power Demand23:46 - Ukraine War & NATO Shifts25:42 - Defense Spending vs. Energy Transition27:07 - Energy Transition: Reality vs. Aspirations29:15 - Looking Ahead

Dan Goodwin and Steve Everley of FTI Consulting authored an outstanding report on the Big Beautiful Bill and its impact on the energy sector. We had to get them involved in the joint production of the Energy Impacts and Energy News Beat podcasts with David Blackmon and Stu Turley. You won't want to miss this update and the impact on the energy markets.Highlights of the Podcast00:01 – Introductions and Overview02:18 – FTI Consulting Roles and Background05:10 – Modeling the Energy Impacts08:50 – Natural Gas as a Big Winner10:39 – Supply Chain Constraints16:38 – Rise of Microgrids and Behind-the-Meter Power19:31 – Wind and Solar Take a Hit26:56 – Nuclear Outlook29:19 – Battery Storage Growth31:30 – Challenges with Battery and Solar Supply Chains34:54 – Natural Gas: From ‘Bridge Fuel' to Cornerstone39:30 – Future Outlook and Closing Thoughts

Tim Stewart, President, US Oil & Gas Association, Stops by the Energy Impacts Podcast with David Blackmon, to unpack the sweeping effects of the “One Big Beautiful Bill.” From restoring federal lease sales and repealing burdensome methane fees, to spotlighting natural gas as the backbone of a growing AI-powered economy, the conversation explores how the bill resets U.S. energy policy, reshapes investment trends, and repositions oil and gas as essential to America's future energy landscape.Highlights of the Podcast00:01 - Introduction02:34 - A Return to Normal Energy Policy04:31 - Stability Through Statutory Measures05:38 - Permitting Reform & Renewable Pressure08:19 - Capital Flight from Renewables?10:57 - Natural Gas and AI Demand Surge12:00 - VoltaGrid: Natural Gas Microgrid Innovation14:35 - The Myth of Limited Gas Supply17:19 - Repeal of Methane Fee from IRA21:15 - Impact on Offshore Leasing and Investment Certainty22:54 - Decline of ESG and Sustainability Reporting25:59 - Rejection of Appeasement Strategy28:52 - Looking Toward 2028 and Beyond

This will be a fascinating discussion of the global financial markets and energy, as the current geopolitical landscape influences commodities and energy. Wasif Latif, Co-Founder, President & Chief Investment Officer, at Sarmaya Partners, stops by the Energy Impacts live podcast. You won't want to miss this discussion.Highlights of the Podcast00:00 – Introduction01:14 – Sarmaya Partners and the Commodity Supercycle03:34 – Why Lithium and Rare Earths Are Not Prioritized04:55 – The Nuclear Renaissance10:28 – U.S. vs. Global Nuclear Expansion12:29 – Natural Gas as the Interim Energy Solution14:56 – Copper: The Foundation of Energy Transition18:01 – India's Rising Energy Needs22:16 – Africa's Future in the Energy Story25:06 – Policy's Dominance in Investment Strategy32:01 – Undervalued Energy Sector vs. Overvalued Tech36:16 – The Coming Oil Supply Gap39:54 – Price as the Ultimate Adjuster41:29 – Final Thoughts & Where to Find More

In this episode of Energy Impacts, David Blackmon sits down with Chevron land manager Kelly Coppins to talk about the real-life role of a landman and how it compares to the version seen in the TV series Landman. Kelly shares insights into her work in the Permian Basin, from negotiating with landowners to managing complex surface and subsurface operations. They also discuss how much the industry has evolved, especially in safety and environmental practices, and how public perception often misses the full picture. It's a down-to-earth conversation that sheds light on the people and processes behind America's energy production.Whether you're in the oil and gas industry or just curious about how energy really works, this is an episode you don't want to miss.Highlights of the Podcast00:01 – Introduction01:10 – What a Real Landman Does02:50 – Growth of the Permian Basin03:45 – Comparing Reality vs. TV05:38 – The Wild Opening Scene07:07 – The Landman's Son Theory08:30 – Safety in the Permian10:53 – Evolution of Safety Standards13:38 – Profit Motive Behind Safety15:47 – Honest Portrayal of West Texas Life18:22 – Breaking Stereotypes19:08 – Chevron's Presence in Midland20:54 – Texas vs. New Mexico Land Work22:54 – Policy Changes and Project Planning24:44 – Importance of Regulatory Consistency25:27 – Closing Remarks

Wayne Christian, Texas Railroad Commissioner, stops by the Energy Impacts podcast, and we will cover all of the critical oil, gas, and regulatory updates from the Texas Railroad Commissioner.In this fast-paced and candid conversation, Commissioner Christian shares powerful insights on Texas's dominant role in U.S. energy production, the fragile future of the electric grid, the real costs of wind and solar, and why misguided climate policies are putting reliability and taxpayers at risk. From the Permian Basin's future to legislative battles over energy equity, this episode is a must-listen for anyone tracking the crossroads of policy, energy, and economics.This is a critical time, and this update you won't want to miss.Highlights of the Podcast00:00 – Introduction and Commissioner Wayne Christian's background01:36 – History of the Railroad Commission as an environmental agency04:54 – Importance of oil & gas to economy and modern life07:02 – Grid stability post-Winter Storm Uri08:16 – The risk of over-reliance on renewables in Texas10:31 – IRA subsidies, failed legislation, and unfair energy market rules13:36 – Commission funding and orphan well challenges16:50 – Environmentalism as “religion” and conflicts with human benefit18:36 – Wind/solar decommissioning costs and environmental damage21:38 – Carbon capture criticism and taxpayer impact26:08 – Deregulation, shareholder control, and lobby influence29:47 – Consolidation in Permian Basin and economic disincentives33:29 – Remaining reserves, oil efficiency, and regulatory contradiction36:41 – Closing remarks and final thanks

Meghan Lapp is leading the charge to save the commercial fishing industry and bringing up a national security risk. How, you might ask, are offshore wind farms a huge problem?The Empire Wind Project, a controversial offshore wind farm near New York, has raised national security and environmental concerns due to its location near JFK flight paths, potential radar interference, and disruption of vital fishing grounds. Meghan Lapp, a fisheries expert, warns that the project—partly owned by Norway's state was rushed through permitting without proper oversight, may obstruct air defense capabilities, and could endanger marine life and navigation. Despite a brief halt by the Trump administration, the project resumed amid speculation of a pipeline deal, drawing scrutiny over regulatory failures and political motivations.Highlights of the Podcast00:00 – Introduction03:13 – Empire Wind Project Controversy05:28 – Alleged Pipeline Deal & Foreign Ownership08:15 – Radar Interference and JFK Airport Risks11:19 – DOD and FAA Inter-agency Failures14:24 – Deceptive Status Claims and Construction Reality17:09 – Maritime Safety and Historic Collisions20:01 – Tower Size and Ecological Blind Spots23:26 – Vineyard Wind and Tax Loopholes27:17 – Falsified Safety Data and National Security Concerns30:44 – Trump Admin Review and Industry Hope33:58 – Structural Governance Problems36:41 – Disparity in Regulation Between Oil/Gas and Wind39:20 – Microplastics and Blade Deterioration42:05 – Reclamation Costs and Industry Burden44:13 – Final Plea for Government Attention46:36 – Conclusion and Call to Action

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.This podcast is also going out on David Blackmon's Substack and podcast channels, and he had some fantastic points and questions for Doomberg.Thank you both for your energy, leadership, and your time – StuCheck out Doomberg on his Substack at https://newsletter.doomberg.com/Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-marketsHighlights of the Podcast00:00 – Introduction03:00 – California's Refining Crisis08:30 – California Politics & Oil13:20 – Trump's Energy Team17:40 – OPEC's Decline & Co-Product Economics23:00 – Oil Price Volatility & Strategy26:30 – NGLs & Changing Energy Definitions33:00 – Permian, Consolidation & Costs36:00 – Breakevens and Co-Product Economics39:00 – LNG, Natural Gas, and Arbitrage45:00 – LNG Tankers, Jones Act, and Energy Exports49:00 – $50 Oil as Geopolitical Strategy53:00 – Russia, NATO & War Risks57:00 – Canada, Trump, and Final Thoughts 

Join David Blackmon as he interviews Lewis Black, CEO of Almonty Resources, in a compelling discussion on the global importance of tungsten, the challenges of building critical mineral supply chains in democratic nations, and why Almonty is relocating to the U.S. to support national defense. From China's dominance in raw materials to the strategic future of Western industry, this short but powerful conversation explores the intersection of geopolitics, mining, and innovation.Highlights of the Podcast01:00 - Introduction & Almonty Overview03:09 - Tungsten's Strategic Importance04:39 - Move to the U.S. & National Security Considerations09:11 - China's Role in the Tungsten Supply Chain10:42 - Challenges of Developing the Korean Mine13:15 - U.S.-China Tariffs & Global Trade Implications18:04 - Western Withdrawal from Mining & Chinese Commercial Strategy25:57 - Commodity Price Outlook & China's Market Tactics28:31 - Timeline & Strategic Reasons for U.S. Relocation

In this episode of Energy Impacts with David Blackmon, David Blackmon speaks with Philip Goldberg of the Manufacturers Accountability Project about the growing wave of climate lawsuits against energy companies. They discuss the legal and economic implications, the role of federal vs. state regulations, and how these lawsuits could impact manufacturing, jobs, and consumer costs. Tune in to understand why both sides of the political aisle see fundamental flaws in this litigation strategy.Highlights of the Podcast00:14 – Podcast Relaunch & Guest Introduction01:42 – The Rise of Climate Lawfare02:18 – Background of the Manufacturers Accountability Project (MAP)04:07 – Impact of Litigation on Businesses05:46 – Are These Lawsuits Effective?06:51 – The Real Goal of These Lawsuits10:46 – History of Climate Lawsuits13:27 – Shifting Legal Strategies15:04 – Endgame: Will These Lawsuits Ever Stop?19:27 – The Supreme Court & Legal Challenges23:13 – Impact on the Manufacturing Sector26:08 – Future of Climate Litigation & Public Involvement27:25 – Closing Remarks & Acknowledgments

In a recent interview, David Blackmon spoke with Juan Arteaga, a senior analyst at Enverus Intelligence Research, about a pivotal report on future demand for generation capacity in the U.S. power grids. Arteaga discussed the discrepancy between Enverus's forecast and Ercot's projections, revealing that their analysis predicts a more modest increase in peak load demand compared to Ercot. Arteaga explained that their approach involves detailed modeling of various load drivers, including behind-the-meter solar and data centers, to provide a more accurate and transparent forecast.The conversation also touched on the implications for Texas's energy mix, highlighting a continued reliance on solar, batteries, and natural gas to meet future demand. Arteaga emphasized that their machine learning models forecast significant growth in solar and battery capacity but acknowledge that natural gas will still play a crucial role due to its reliability and dispatchability. The interview concluded with a discussion on the importance of these insights for policymakers and the potential for future engagement to ensure accurate planning and decision-making in the energy sector.Highlights of the Podcast00:16 – Juan Arteaga's Background01:01 – Overview of the Report05:15 – Ercot's Demand Forecast vs. Enverus Analysis08:47 – Explanation of Behind-the-Meter Solar10:53 – Data Centers and Power Generation13:30 – Future Energy Mix for Ercot14:10 – Machine Learning Model for Project Viability17:17 – Importance of the Report for Policymakers21:41 – Closing Remarks

In this engaging discussion, David Blackmon, Stu Turley, and special guest Larry Schweikert delve into a variety of topics ranging from recent historical events to the intricacies of the 2024 election. The conversation begins with a nostalgic reunion between David and Larry, touching on their shared belief in Trump's 2016 victory. Larry, praised as "America's history teacher," provides insights into the X-30 hypersonic jet simulator, the dynamics of the Democratic Party, and the significance of voter registration trends. They also explore the potential implications of Kamala Harris's vice presidential candidacy and the challenges of switching candidates.As the discussion progresses, the focus shifts to more technical and political issues, including election logistics, media bias, and the financial impact of college sports on universities. Larry and David touch on the future of energy, with Larry expressing skepticism about green energy's immediate economic effects and predicting potential actions by Trump if re-elected. They conclude with a look at Europe's energy future, battery technology, and the impact of Elon Musk's acquisition of Twitter on free speech. The conversation is rich with historical perspective, current affairs, and personal anecdotes, making for a thought-provoking dialogue.Highlights of the Podcast00:39 - Background on Larry Schweikert and his books.01:38 - Historical context and recent events.02:49 - Discussion on Joe Biden's presidency04:40 - X-30 research plane experience.06:02 - Electoral Insights and Predictions08:44 - Shifting Electoral Dynamics13:45 - Voter Registration Trends19:12 - Challenges with printing ballots and logistical issues.20:46 - Implications of early voting and deadlines.21:50 - Hypothetical scenarios with Biden and Harris.23:06 - Media and election structures.28:07 - Impact of journalism schools.29:50 - Journalistic standards over time.32:02 - Media's role in historical events.33:45 - University influence on media and society.35:30 - Sports trivia and Larry's academic experiences at ASU.37:39 - Issues faced by student-athletes and financial instability.39:01 - Political predictions and energy policies.44:15 - Elon Musk and the impact on free speech.45:18 - Europe's energy future and green energy debates.46:30 - Future of the automotive industry and fuel alternatives.48:36 - Personal car stories and nostalgia for muscle cars.50:55 - Closing remarks and plans for future discussions.

Angela Wilkinson, Secretary General of the World Energy Council, emphasized the importance of a systems thinking approach, noting that these transitions are multifaceted and involve significant societal changes. She highlighted the necessity of collaboration and practical action, pointing out the differing approaches between the U.S. and Europe in addressing energy challenges. Dr. Wilkinson stressed that energy transitions are not merely about replacing technologies but require a deep understanding of socio-economic contexts and overcoming social opposition to achieve progress.Concerns were raised about the feasibility of energy transitions within democratic societies, with critiques of certain energy policies as authoritarian and calls for nuclear energy as a sustainable solution. Dr. Wilkinson responded by advocating for an inclusive approach considering diverse regional needs and the importance of managing energy transitions across generations. Using the metaphor of the "Energy Olympics," she illustrated the need for sustained, intergenerational effort and diverse capabilities to achieve successful energy transitions.Highlights of the Podcast00:47 - Purpose of the World Energy Council04:01 - Challenges in Energy Transition08:06 - Role of the International Energy Agency (IEA)13:01 - System Costs and Social Challenges in Energy Transition16:17 - Realism of Energy Transition18:15 - Future Projections and Practical Action19:04 - Oil and Gas Decarbonization20:20 - Energy Transition Challenges in Democratic Societies22:42 - Comparing US and European Approaches24:20 - Licensing Delays and Property Rights25:12 - Adapting to Climate Change Realities28:03 - Energy Transition as an Olympic Pentathlon Relay29:34 - Closing Remarks

 A seasoned expert in the oil and gas industry, Armando Cavanha, discusses Brazil's energy landscape, the impact of political tensions on energy projects, and the challenges of attracting foreign investment. The conversation highlights Petrobras's pivotal role in offshore ventures and explores the complexities of the energy transition, emphasizing the indispensable role of oil alongside renewable energy sources.The discussion extends to Brazil's natural gas needs, the significance of hydropower, and the burgeoning electric vehicle market influenced by Chinese imports. Armando also sheds light on Brazil's ethanol and biofuel programs, underscoring their importance in the nation's energy mix. The episode delves into the global trade implications, the environmental impact of exporting polluting industries, and the current political climate in the United States, revealing the critical intersection of energy policies and geopolitical developments. This thought-provoking dialogue offers a comprehensive look at the future of energy in Brazil and beyond.Highlights of the Podcast00:09 - Introduction and Guest Background01:14 - Political Tensions Impacting Energy Projects02:03 - Brazil's Natural Gas Needs and Sources03:40 - Challenges of Investment in Brazil06:21 - Success of Petrobras in Offshore Investments08:25 - Energy Transition and Irreplaceable Oil08:37 - Main Uses of Natural Gas in Brazil12:35 - BRICs Alliance and China's Influence15:28 - Electric Vehicle Market in Brazil17:00 - Ethanol and Biofuels in Brazil18:21 - Global Trade and Emissions19:38 - US Political Climate and Energy Policies26:12 - Conclusion and Future Discussions

In this episode of The Energy Question, David Blackmon talks with Iowa Congressman Zach Nunn about the state of play related to this year's elections, along with national security and energy policy in the nation's capital. A sixth generation Iowan, Cong. Nunn was raised in a family of public school teachers, nurses, and farmers. While growing up, Zach helped out on his family's Century family farm raising sheep, poultry and growing row crop. He was raised on Des Moines' east side and went to Southeast Polk High School before attending Drake University. He went on to get master's degrees from the Air Command and Staff College and the University of Cambridge.Zach served our country for almost two decades in the United States Air Force. As an airborne intelligence officer, Zach flew recon missions off the coasts of Russia and China. After 9/11, he deployed three times to the Middle East and flew over 700 combat hours. He served as Director of Cybersecurity at the White House's National Security Council combating cyber-attacks from foreign adversaries. Zach currently serves as a Colonel in the U.S. Air Force Reserve.Following his active duty military service, Zach served in the Iowa House of Representatives and the Iowa Senate. While working in the state legislature, he helped pass the state's largest tax cuts three times over, growing Iowa's economy and putting more money back into the pockets of Iowans.  In Congress, Zach continues to be a pragmatic problem-solver pushing common-sense policies to benefit Iowans in all 21 counties he has the honor of representing. He serves on the House Financial Services Committee and the House Agriculture Committee where he is bringing Iowa's big voice in the insurance industry and agricultural industry to our nation's capital. Nunn also serves on the General Farm Commodities, Risk Management and Credit subcommittee and the Commodity Markets, Digital Assets and Rural development subcommittee.  Zach is honored to call Bondurant his home and is happily married to wife Kelly and dad of six kids, two of which are adopted.Enjoy!Highlights of the Podcast00:30 - Congressman's Background and Greeting00:59 - Congressman's Roles and Responsibilities02:18 - Cybersecurity Threats and National Defense03:22 - Legislation and Bipartisan Support05:31 - Daily Briefing at the White House08:22 - Supply Chain and Critical Infrastructure10:40 - China's Influence and Rare Earth Minerals13:57 - Rare Earth Resource Discoveries14:43 - China's Market Manipulation16:38 - LNG Infrastructure and Russia20:08 - Iowa's Political Landscape23:10 - Impact of California and New York Residents Moving to Iowa

In this episode of The Energy Question, David Blackmon interviews the visionary former CEO of Burlington Resources, Bobby Shackouls. Bobby took over as CEO of BR in the mid-1990s, assuming command of a large independent producer that had struggled financially the previous two years. By 2005, Shackouls and his team had built BR into a $32 billion enterprise whose management philosophy related to cost control and capital discipline remains one of the dominant models in the industry today. That list notably includes Travis Stice, the current CEO at Permian Basin giant Diamondback Energy.David worked for Shackouls and BR through the duration of his time as CEO, until the company was bought by ConocoPhillips in a deal that closed in May, 2006. Since retiring from BR, Shackouls has maintained a keen interest in current events and continues to advocate as a voice of sanity on energy policy and climate alarmism.Enjoy this discussion.Highlights of the Podcast00:09 - Introduction and Background02:15 - Transition to ConocoPhillips04:03 - Leadership and Management Philosophy06:36 - Challenges in the Energy Industry09:40 - Capital Discipline and Industry Evolution11:57 - Oil Industry Health13:29 - Climate Change Concerns14:56 - Global Energy Usage17:18 - Vehicle Preferences19:00 - Political Knowledge21:48 - Regulatory Impact23:25 - Generational Views

In Episode 103 of" The Energy Question" David Blackmon interviews Jerry Greenwich about the hidden mechanisms of innovation and their implications for the energy sector. They discuss how current advancements often involve refining old technologies rather than groundbreaking inventions, with examples like electric vehicles and renewable energy sources. Jerry emphasizes the need for deep, sustained thinking and experimentation—what he calls the forward plane—to achieve true innovation in energy generation, storage, and distribution.Jerry also highlights the importance of recognizing the moral and ideological dimensions influencing energy policy and innovation. His book, "First Invisible, Then Obvious," offers a framework for fostering creativity and long-term investment to tackle complex problems in energy and beyond. This conversation sheds light on how we can cultivate these abilities to drive meaningful progress.For a thought-provoking discussion on technology, energy, and policy, tune in to hear Jerry's insights and expertise.Highlights of the Podcast01:08 - Jerry Greenwich's background03:46 - First invisible Then Obvious 08:07 - Little thing of fourth plane and generation 08:36 - Back Plane09:50 - Creation of This Forward Plane Type Thing 10:42 - The experience in my own life13:24 - The Forward Plane building activity 14:34 - Representation, Precedes, Comprehension 16:42 - The Hungry Don't Get Fed 17:35 - Creativity and Innovation 20:22 - What's going on in the energy space 24:45 - Dumb Data28:26 - About Papyrus 31:16 - The writing system and the writing medium33:54 - The initial premise of principle dynamic processes 35:35 - Social Message37:16 - The emotional side of things 40:12 - The Civil Servants43:02 - When you spend money like a Drunken Sailor45:09 - The Overton Window49:33 - The abiotic story of oil52:02 - The ideas in the book 

The Energy Question: Episode 102 - Kathleen Sgamma, President of Western Energy AllianceIn Episode 102 of " The Energy Question" The Kurdistan Workers' Party, commonly known as the PKK, is officially designated as a terrorist organization by several countries and international organizations. This includes the United States, the European Union, Turkey, and NATO, among others. The PKK has been involved in an armed struggle against the Turkish government, seeking greater autonomy and rights for Kurds within Turkey. The designation is due to its history of violent activities, including attacks on civilian and military targets.Highlights of the Podcast01:00 - Little background on its history, membership, and its mission02:47 - Federal issues05:24 - Natural capital accounting06:42 - The Department of Interior08:52 - When President Trump came in 201710:57 - Joe Manchin 14:34 - Disproportionately impact to small producers 19:57 - Methane regulation22:29 - The UK and Europe23:57 - The White House, considering declaring a climate emergency26:43 - Zero emissions

In Episode 101 of " The Energy Question" South African energy expert Hugo Kruger is back for a return engagement. In this episode David Blackmon interviews Hugo about current energy happenings in South Africa and across the Global South. Enjoy!Higlights of the Podcast00:40 - A wealth of information 01:15 - The second largest circulation in the country 03:34 - The government is choosing who's going to win 05:06 - The flagship companies for these countries 08:14 - The insurance costs on to the poorest households 10:17 - The U.S. and all these gas 11:23 - The system is so complex13:56 - The U.S. you still have the fluctuating rates16:32 - The highest intensity of coal use in CO218:11 - The most flexible meter method 20:52 - The Cape of Good Hope24:21 - A democracy that's doing the right decisions 25:23 - The Russian supply away from the Germans27:03 - The message they sending to Europe 28:04 - The presidential elections

In Episode 100 of " The Energy Question" Michelle Manook, CEO of FutureCoal, discusses the organization's mission to represent all aspects of the coal value chain and the need for responsible energy policies. The conversation covers topics like the importance of baseload power, the impact of shipping disruptions on the coal industry, and the challenges of transitioning to renewable energy sources. Manook emphasizes the importance of factual, non-emotional discourse in shaping energy policy and invites engagement with FutureCoal through its website and LinkedIn page.Highlights of the Podcast00:48 - FutureCoal: Membership and mission02:59 - Demand for coal being driven by developing nations03:40 - Energy Security, reliability and affordability are critical04:21 - The Energy Trilemma is not solved, contrary to popular belief06:49 - The Global South is firmly focused on energy reliability, affordability and security08:22 - The enormous cost of the transition11:36 - What a new modern coal plant actually does in terms of emissions14:49 - The conversation around energy in general 15:43 - Responsibility in the power generation space18:14 - The energy debate lacks facts20:48 - Shipping disruptions23:02 - The nature of coal players24:24 - The future coal platform27:52 - Current technology29:03 - Challenging the notion of what is responsible policy, investment, etc.: How do we define reposibility?

In Episode #99 of The Energy Question podcast, David Blackmon interviews the great Tom Nelson, one of the finest debunkers of climate-related disinformation working today, and co-producer of Climate: The Movie.