Podcasts about cheniere energy

In this Energy Vista episode, Leslie Palti-Guzman sits down with Tarek Souki, an energy executive with deep experience in the U.S. LNG industry through his roles at Cheniere Energy and Tellurian. Together, they unpack the challenges of financing LNG projects, and whether America can maintain its competitive edge in the global LNG race.How do financing hurdles, long-term contracts, and regulatory uncertainty shape the future of U.S. LNG? What role do geopolitics and trade tensions play in securing buyers? And is Venture Global a true market disruptor or a company testing the limits of the system?Tarek also reflects on his career path, from investment banking to working alongside his father, LNG pioneer Charif Souki , and shares insights on navigating family business dynamics in the energy world.

Today's guest is Faraz Shahid, Supply Chain Center of Excellence Lead at Cheniere Energy. Cheniere Energy is an American liquefied natural gas company headquartered in Houston, Texas. From automation to predictive AI, Faraz shares his perspective on how technology is reshaping procurement processes to drive efficiency and address industry challenges. Throughout the episode, Faraz highlights the unique hurdles faced by the LNG sector, including workforce shortages, data management complexities, and supply chain resilience. He explores the role of AI in transactional efficiency, predictive inventory management, and supplier partnerships, offering insights into how these technologies can optimize operations without replacing strategic decision-making. This episode is sponsored by Arkestro. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über steigende Kaffeepreise, emotionale Nvidia-Kunden und die bevorstehende Zinssenkung der EZB. Außerdem geht es um BMW, Porsche AG (Sportwagen), ARM Holding, First Solar, Albemarle, Carrier Global, iShares Global Clean Energy ETF (WKN: A0MW0M), Trump Media and Technology, Cheniere Energy, CoreCivic, Société Générale, Raiffeisenbank, Deutsche Bank, ABN Amro, Monte dei Paschi, Banco BPM, BNP Paribas, Banco de Sabadel, Banco Santander und VW Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley, President and CEO of the Sandstone Group, discusses various energy-related topics in his Energy News Beat Daily. He highlights Saudi Aramco's optimistic outlook on oil demand growth, contrasting it with more conservative forecasts from other agencies. He also addresses the challenges facing Venezuela's energy industry due to political unrest, the potential increase in U.S. LNG exports to Europe, and the Biden administration's Strategic Petroleum Reserve (SPR) narrative. Turley emphasizes the ongoing reliance on fossil fuels despite the growth of clean energy and discusses how investors are capitalizing on AI's rising energy demands by investing in utility stocks.Highlights of the Podcast00:00 - Intro01:37 - Saudi Aramco Sees Oil Demand Rising by 1.6 Million Bpd in Second Half of 202403:36 - How Venezuela's Election Unrest Will Impact Global Oil Markets04:45 - More US LNG set to flow into European energy mix in 2030s if Cheniere rubber-stamps Sabine Pass expansion07:00 - Fact-Checking the Biden Administration's SPR Narrative08:33 - Clean Energy May be Growing, But It's Not Replacing Dirty Energy10:01 - How Investors Are Capitalizing on AI's Insatiable Appetite for Energy12:51 - OutroPlease see the links below or articles that we discuss in the podcast.Saudi Aramco Sees Oil Demand Rising by 1.6 Million Bpd in Second Half of 2024August 6, 2024 Mariel AlumitSaudi Aramco's CEO has forecast a strong increase in global oil demand for the second half of the year, ranging from 1.6 to 2 million bpd. Aramco's outlook contrasts with the more cautious forecasts from […]How Venezuela's Election Unrest Will Impact Global Oil MarketsAugust 6, 2024 Mariel AlumitVenezuelan President Nicolás Maduro has been declared the winner of a controversial presidential election, sparking widespread protests and international condemnation. Despite the re-election of Maduro, the United States has maintained sanctions on Venezuela's state-owned oil […]More US LNG set to flow into European energy mix in 2030s if Cheniere rubber-stamps Sabine Pass expansionAugust 6, 2024 Mariel AlumitCheniere Marketing, a subsidiary of U.S.-based Cheniere Energy has inked a long-term sale and purchase agreement (SPA) to provide liquefied natural gas (LNG) to Galp Trading, an affiliate of Portuguese oil and gas company Galp […]Fact-Checking the Biden Administration's SPR NarrativeAugust 5, 2024 Mariel AlumitDespite claims of replenishment, the Strategic Petroleum Reserve (SPR) remains significantly below pre-Biden levels. The DOE's statements create a misleading impression by including barrels not yet delivered and canceled sales in their replenishment figures. The […]Clean Energy May be Growing, But It's Not Replacing Dirty EnergyAugust 6, 2024 Mariel AlumitLots of people have high hopes for an energy transition, but they're looking through the wrong end of the telescope. Yes, solar farms are spreading out over deserts and farm fields, and wind turbines are […]How Investors Are Capitalizing on AI's Insatiable Appetite for EnergyAugust 6, 2024 Mariel AlumitAI data centers' rising electricity demand prompts investors to buy power utility stocks, anticipating generational demand growth. Power utilities stand to benefit from the AI boom as they secure reliable electricity for consumers amid increasing […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

Wednesday, May 15th, 2024Today, Trump's lawyer starts the cross examination of Michael Cohen; an MSNBC host is aghast to hear that Bill Barr may have been in cahoots with Donald Trump; Donald blasts his trial judges resulting in calls for violence; an Arizona court rejects the RNC's attempt to upend election administration; Biden announces that he will raise tariffs on some Chinese products; House Democrats launch a probe into Trump's dinner with oil executives; plus Allison delivers your Good News.Subscribe for free to MuellerSheWrote on Substackhttps://muellershewrote.substack.com House Democrats launch probe of Trump's dinner with oil executives (WAPO paywalled)Arizona Court Rejects RNC Attempt to Upend Election Administration (Democracy Docket)Biden Hits Chinese Electric Vehicles, Chips and Other Goods With Higher Tariffs (NYT)Trump blasts his trial judges. Then his fans call for violence (Reuters Special Report) Subscribe to Lawyers, Guns, And MoneyAd-free premium feed: https://lawyersgunsandmoney.supercast.comSubscribe for free everywhere else:https://lawyersgunsandmoney.simplecast.com/episodes/1-miami-1985Check out other MSW Media podcastshttps://mswmedia.com/shows/Follow AG and Dana on Social MediaDr. Allison Gill Follow Mueller, She Wrote on Posthttps://post.news/@/MuellerSheWrote?utm_source=TwitterAG&utm_medium=creator_organic&utm_campaign=muellershewrote&utm_content=FollowMehttps://muellershewrote.substack.comhttps://twitter.com/MuellerSheWrotehttps://www.threads.net/@muellershewrotehttps://www.tiktok.com/@muellershewrotehttps://instagram.com/muellershewroteDana Goldberghttps://twitter.com/DGComedyhttps://www.instagram.com/dgcomedyhttps://www.facebook.com/dgcomedyhttps://danagoldberg.comHave some good news; a confession; or a correction?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/From The Good NewsSt. Mary's Painswickhttps://www.stmaryspainswick.org.uk Live Show Ticket Links:https://allisongill.com (for all tickets and show dates)Sunday, June 2nd – Chicago IL – Schubas TavernFriday June 14th – Philadelphia PA – City WinerySaturday June 15th – New York NY – City WinerySunday June 16th – Boston MA – City WineryMonday June 17th Boston, MA https://tinyurl.com/Beans-Bos2Wednesday July 10th – Portland OR – Polaris Hall(with Dana!)Thursday July 11th – Seattle WA – The Triple Door(with Dana!)Thursday July 25th Milwaukee, WI https://tinyurl.com/Beans-MKESunday July 28th Nashville, TN - with Phil Williams https://tinyurl.com/Beans-TennWednesday July 31st St. Louis, MO https://tinyurl.com/Beans-STLFriday August 16th Washington, DC - with Andy McCabe, Pete Strzok, Glenn Kirschner https://tinyurl.com/Beans-in-DCSaturday August 24 San Francisco, CA https://tinyurl.com/Beans-SF Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?Supercasthttps://dailybeans.supercast.com/OrPatreon https://patreon.com/thedailybeansOr subscribe on Apple Podcasts with our affiliate linkThe Daily Beans on Apple Podcasts

Cleaner alternatives to the oil and gas that power vital industries are necessary for economy-wide decarbonization. E-fuels, or electrofuels, are touted as a carbon neutral solution for the hard-to-decarbonize sectors that rely on energy dense fossil fuels.  E-fuels are made by combining hydrogen with carbon dioxide. Through the electrolysis process, water is split into oxygen and hydrogen atoms. The hydrogen is then combined with CO2 through a process called synthesis. The outcome is an energy-dense liquid, synthetic fuel.  But currently, the e-fuels production process makes these alternatives more expensive than fossil fuels. And when burned, they release CO2, making critics question the claims of climate neutrality.  So, what is the climate impact of e-fuels? What industries are turning to these alternatives for decarbonization? And how can policy and tax incentives make them cost competitive with conventional oil and gas?  This week host Bill Loveless talks with Meg Gentle about the use of e-fuels for transport.  Meg is the executive director of HIF Global, an e-fuel company developing some of the largest projects around the world. Before joining HIF, Meg served as the director of Ovintiv, an independent petroleum company, and as the president and CEO of the natural gas company Tellurian. She also spent ten years working for Cheniere Energy, helping grow their LNG marketing and trading company into a world-wide business.  

Tisha Schuller welcomes Brian Hlavinka, vice president of new energy ventures at Williams, to the Energy Thinks podcast. Listeners will hear Brian's insights and advice on how oil and gas companies can expedite success in their new energy ventures endeavors. Brian also speaks on the importance of partnerships between policy specialists and executives and how those alliances shape progress on the hill. Brians leads a decarbonization-focused business development team committed to building a sustainable, clean energy future. His team develops and executes projects across the clean energy spectrum, including solar, wind, renewable natural gas, energy storage, responsibly sourced gas, hydrogen, and CCUS. Prior to his role at Williams, Brian served in various roles at Cheniere Energy, Audubon Engineering, and DCP Midstream ranging from project engineering to project management and commercial development. Brian is also the founding Vice Chairman of the Clean Hydrogen Future Coalition (CHFC), a diverse industry group focused on the development of a clean hydrogen economy and an advisor to the Coalition for Renewable Natural Gas and Innovation Labs. He holds a Bachelor of Science degree in chemical engineering from Texas A&M University and an MBA from the University of Houston. Brian currently resides in Tulsa, Oklahoma. Follow all things Adamantine Energy and subscribe to Tisha's weekly Both of These Things Are True email newsletter at www.energythinks.com. Thanks to Kayla Chieves who makes the Energy Thinks podcast possible. [Interview recorded on March 5, 2024]

Buffett doubled down on a liquid natural gas terminal. Should you?Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster. To sign up for Strike visit the following link : https://strike.me/en/To get $10 for you and $10 for me at sign-up use referral code: ZEYDWPOr contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support. 

Matt Lanza is a Houston-based forecast meteorologist in the energy sector and part of the team behind the wildly successful Space City Weather and The Eyewell – both dedicated to hype-free weather forecasts that see readers through the storm by providing timely and accurate information.Lanza, who previously worked as a broadcast meteorologist in Upstate New York, joins The Business Communicators to discuss how communications and cross-agency collaboration is crucial during severe weather disasters, the simplification of complex weather information and its potential impact on people and assets, preparedness during a weather crisis, forecasting El Niño, and more.Music Credit: Smoke (with Lostboycrow) – Feather FOLLOW MATT LANZA ON SOCIAL MEDIA 

In this video, we'll perform a CQP stock analysis and figure out what Cheniere Energy Partners looks like based on the numbers. Currently, Cheniere Energy pays a huge 9.3% dividend yield! We'll also try to figure out what a reasonable fair intrinsic value is for Cheniere Energy Partners. And answer is Cheniere Energy Partners one of the best dividend stocks to buy at the current price? Find out in the video above! Global Value's Cheniere Energy Partners stock analysis. Check out Seeking Alpha Premium and score a 14-day free trial. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue Cheniere Energy Partners ($CQP) | Cheniere Energy Partners Stock Value Analysis | Cheniere Energy Partners Stock Dividend Analysis | CQP Dividend Analysis | $CQP Dividend Analysis | Cheniere Energy Partners Intrinsic Value | CQP Intrinsic Value | $CQP Intrinsic Value | Cheniere Energy Partners L.P. Intrinsic Value | Cheniere Energy Partners Discounted Cash Flow Model | Cheniere Energy Partners DCF Analysis | CQP Discounted Cash Flow Analysis | CQP DCF Model #CQPstock #cqp #cheniere #energystocks #lngstocks #stockmarket #dividend #stocks #investing #valueinvesting #naturalgas #lng #energy (Recorded May 14, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0 ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...

This week Michael (Mike) Rose, Chairman, President, and Chief Executive Officer of Tourmaline joins us as our guest. Tourmaline made some exciting announcements last week. First, they announced a partnership on a compressed natural gas (CNG) fueling station network across Western Canada to enable heavy-haul trucks to get off diesel.  The company also announced that they plan to double the amount of gas they ship as LNG by 2026. Here are some of the questions that Jackie and Peter asked Mike: How have Western Canadian gas producers survived low gas prices? Why is Tourmaline investing in natural gas stations for heavy-haul trucking now, considering it still has GHG emissions? Has Tourmaline reduced its environmental footprint, including greenhouse gas emissions? How challenging is it to achieve the federal government's goal of reducing oil and gas emissions in the range of 40 to 45 percent by 2030? Are you exporting LNG to international markets today? Can Canada compete with the U.S. to supply gas to LNG export terminals on the U.S. Gulf Coast? How much WCSB gas could ultimately be shipped off Canada's West Coast?  Other information referenced in this podcast:  Alberta Government's aspirational plan to reach net zero by 2050 “Alberta emissions reduction and energy development plan.” Global News (April 18, 2023) “Tourmaline, Clean Energy Fuels to partner on natural gas fueling station network.” Bloomberg (April 18, 2023) “Tourmaline Aims to Double Portion of Gas Shipped as LNG by 2026.” Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/    

Daily Standup Top StoriesBusinesses Urge Biden to Use ‘Every Tool' in Mexico Energy SpatMarch 12, 2023 Allen Santos​Business groups representing American oil producers, renewable electricity and manufacturers urged the Biden administration to use “every tool available” to push Mexico to address complaints about its nationalist energy policy that the US says violates […]Biden Officials Back Alaska Oil Project Scorned by EnvironmentalistsMarch 12, 2023 Allen Santos​The Biden administration has decided to authorize a mammoth ConocoPhillips oil project in northwest Alaska, rejecting arguments from environmental activists who insist it will exacerbate climate change, according to people familiar with the matter. After […]Renewable energy investors squeezed by higher interest rates, costsMarch 12, 2023 Allen SantosNEW YORK/HOUSTON, (Reuters) – Corporations and investors have been pouring money into renewable energy projects, seeing an opportunity to grasp the Holy Grail of socially conscious investing: do good while doing well. But sharply higher […]Renewable energy investors squeezed by higher interest rates, costsMarch 12, 2023 Allen SantosNEW YORK/HOUSTON, (Reuters) – Corporations and investors have been pouring money into renewable energy projects, seeing an opportunity to grasp the Holy Grail of socially conscious investing: do good while doing well. But sharply higher […]What to expect after Iran, Saudi Arabia agree to restore tiesMarch 12, 2023 Allen SantosTehran, Iran – Iran and Saudi Arabia have agreed to re-establish diplomatic relations in a China-brokered deal that could have wide-ranging consequences but building on it, analysts say, will prove the main challenge. The agreement […]Highlights of the Podcast00:00 – Intro05:09 – Businesses urge Biden to use every tool. Mexico07:10 – Biden officials back Alaska oil project scorned by environmentalist09:57 – Renewable energy investors squeezed by higher interest rates and cost12:26 – Russia uses ship to ship transfers to boost diesel exports to Saudi Arabia14:32 – What to expect after Iran and Saudi Arabia agree to restore ties that was brokered by China specifically in Beijing16:30 – Market Update18:31 – OutroFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB SubstackVideo Transcription edited for grammar. We disavow any errors unless they make us look better or smarter.Daily Energy Standup Episode #81Michael Tanner [00:00:14] What is going on? Everybody, welcome to another edition ofthe Daily Energy News Beat. Stand up here on this gorgeous Wednesday, March 15th,2023. As always, I'm your humble correspondent, Michael Tanner, coming to you from anundisclosed location here in Dallas, Texas, joined by the executive producer of the show,the purveyor of the show and the director, publisher of the world's greatest website,Energy News Beat.com, Stuart Turley, my man, how are we doing today?Stuart Turley [00:00:39] Its a good day in the neighborhood. Wow, it's been a brutal day.Michael Tanner [00:00:42] It's been a brutal day, but it's been a good day. Kind of a slowday, but also kind of night. We've got some interesting stories lined up. First one Stu's gotfor us in all capital letters, [00:00:51]Wave of new LNG export plants threatened to knockgas prices. [3.7s] I'd be okay with this. I mean, I can't lie and say I like high gas prices,even if that does help the oil and gas business, which it really doesn't do. Commonmisconception that high gas prices actually help the oil business. I mean, yes, it usuallymeans crude oil prices are high. But I'm I'm okay with knocking gas prices down for theconsumer because this will cover in the CPI. It's a huge part of their overall budget. So Stuwill dive into all of these new export plants.Michael Tanner [00:01:20] Next up, we've got [00:01:21]US president proposes moremoney for offshore wind activities and no tax subsidies for oil and gas in 2024 budget.[7.3s] Dun dun dun. So Stu will dive into what this the 2024 Biden administration budgetlooks like. And as that title goes up, it's not good for oil and gas.Michael Tanner [00:01:38] Next up, Stu is going to fly us geopolitically around the world.We're going to end up talking about [00:01:43]the timeline of Iran and Saudi relations.[2.1s] He's going to walk through this really good article and how the reestablishing ofrelations between Saudi Arabia and Iran is has some pretty crazy geopolitical impacts. Stuwill time it all.Michael Tanner [00:01:58] And then to follow up with that, [00:02:00]China to host majorMiddle East summit after the success of the Iran Saudi deal building off [5.5s] what theyhelped to broker in that article before. You know the interesting stuff will cover where thisMiddle East summit and what it looks like held by China. He'll kick it over to me. I'll coverwhat happened in [00:02:15]the oil and gas markets. [0.8s] You know, oil didn't have agreat day specifically due to some of the CPI came out today and amongst other things,specifically surrounding some of the banks. So I'll dive into why prices are down and thenwe'll let you get on out of here and finish up your Wednesday and above.Michael Tanner [00:02:30] Before we do that, guys, as always, all the articles that we'reabout to cover are available in the description below and courtesy of the world's greatestwebsite. WWW.ENERGYNEWSBEAT.COM the best place for all of your oil and gas andEnergy News Dashboard.EnergyNewsBeat.com the best place for all your dataand finance. You could again hit the description below of the article that we are about tocover are available there. I'm out of breath. Those Stu. Where do you want to begin?Stuart Turley [00:02:55] Hey, let's start with the wave of new LNG export threatens toknock gas prices. This is really a very interesting article, Michael. It says one of the firstquotes in here is there's $1,000,000,000,000 of natural gas infrastructure being builtaround the world today.Stuart Turley [00:03:15] There's a set of spectacular shifts in natural gas that is here tostay, said Jeff Vasco, CEO of LNG exporter Cheniere Energy. We love a tremendousCheniere. Qatar's got some big one. They've got a 49 mtpa by 2027 and US projects couldadd 125 M TPA that's 16.4 billion cubic feet per day. Here's the thing. You also havenuclear rebounding. You have Japan aims to boost its nuclear by 20% and you need 7%.France is proposing to build six nuclear reactors.Stuart Turley [00:04:03] A problem with France is on their nuclear reactors and how thisplays in that gas. Hang on. Here is France is proposing to build six new ones becausethey're repairs that they let go on. 25 are too expensive now. Now everybody is sayingnuclear will take away from LNG because nuclear power, we need more all the energy wecan get.Stuart Turley [00:04:28] So no matter how many nuclear reactors we can build, that willnot impact natural gas or LNG. That's what I want to make clear it. People are kind ofthrowing that around. And here's another one.but they're only saying that it's till 2027, but itsays big uncertainty in the industry is focused on how much damage the high price hasdone to medium term gas demand.Stuart Turley [00:04:53] But it also says in the long run, a little bit further down, they'resaying, oh, how much is going to go to renewable, how fast? I think you're ten years awayfrom being able to impact that. That is pretty interesting. What are your thoughts?Michael Tanner [00:05:07] I agree. I think there's a little bit more bark than bite with thisheadline. I do think, you know, with all of these projects coming online over this timeline,you're right, it's going to be a slow and steady drift. But again, we'll see.Michael Tanner [00:05:19] The market dynamics are bound to change between now andwhen this eventual trillion dollar projects roll online. So, you know, I do think is headlinecould be a little misleading. But what would you expect from a headline that's in all caps,too?Stuart Turley [00:05:30] I don't know. But I'm going to talk to the other team on that one.All right. Hey, Michael, let's try this next article here. [00:05:39]Simon Black unraveling canhappen at an instant. [3.1s] And I thought this was interesting. The S&P fell roughly 50%.Unemployment soared and more than a hundred banks failed over the subsequent 12months. It was a total disaster.Stuart Turley [00:05:56] This is talking about 28 September 14th, 2008, when hundreds ofemployees of the financial giant Lehman Brothers walked out of the Bank bank'sheadquarters. Unbelievable. That was a tough time. Now, 15 years later, all theseinvestigations, stress test rules, and it could happen again. Michael, do you know why thiscould happen again? And it's a different circumstance?Michael Tanner [00:06:24] Well, because this time it's not a crisis of overleveraged banks.I mean, it's a little bit of that. I mean, it's not a it's not a subprime mortgage crisis. It's a littlebit more of a addiction to cheap money, which was handed via the low interest rate set bythe Fed.Stuart Turley [00:06:44] Exactly. But here's a twist that could. I'm pretending to be youknow, I've got my hands here waving for our podcast listeners. It's going to be a little bitmore technology than that in this article. [00:06:57]Wells Fargo. Government bonds arethe new toxic Security [3.7s] is one of the big headlines in here, Michael. But what thisreally concern about as b b is the fact that banking has changed and people know thingsquickly.Stuart Turley [00:07:15] The run on this bank happened within hours on SVB, everybodywas saying, hey, wait a minute, get your stuff out. Banking happens on your phones andthat's one of the most critical pieces of banking in today versus 2008. Runs on banks canhappen quickly.Stuart Turley [00:07:35] Now, the stress test on SVB did not happen because the stresstest had another 50 million that they had to be on or 20 million or whatever the number isin order to do their stress test. So they were just big enough, but just under the regulationsthat were there for stress testing.Michael Tanner [00:07:55] Well, yes. And I think you also have to realize that, again, thegame that they were playing was the Treasury security bond arbitrage, which as inflationand rates rise in your long term, government bonds rise.Michael Tanner [00:08:09] When customers come in to withdraw deposits, you have tosell those assets at a loss. They were sitting on an unrealized loss of $15 billion when theirentire balance sheet only showed a profit of $13 billion. So that's where some of that stuffcomes in and then eventually you come into a cash crisis.Stuart Turley [00:08:25] So let me ask let me ask this and that is in the article numberfive, this is going to keep happening. When you take a look at your treasuries and you takea look at the management that you just described, what do you think is going to keephappening? Because the paradigm is changed. People do their banking on their hands. Imean, on their hands. Yeah. It's how I count 1 to 3. You know, you can tell I'm holding upmy hands for our podcast listeners, but Foreign bank, I mean, when you sit back and takea look at this, do you think that it's going to keep going on? Because I don't know thatwe're out of the woods yet, do you?Michael Tanner [00:09:04] Yeah, I think what's really going to happen is you're going tosee a consolidation of banks. It's going to the regulations are going to get so strict, they'regoing to get so stringent that your local bank, your regional bank, they're not going to beable to supply.Michael Tanner [00:09:18] I mean, if the if the FDIC really does go in what everyonethinks they're going to do, which is basically guarantee all deposits anywhere.Stuart Turley [00:09:25] Right.Michael Tanner [00:09:26] They're going to have to increase the fees that banks pay in tothe FDIC in order to have enough capital to supply that, because now, you know, insteadof having a 1%, DAX is going to need five seven.Michael Tanner [00:09:38] That mean only banks that can do that are the JPMorgan's theCitigroup's. I mean you're seeing articles I saw tweets flying by and articles flying acrossthe desk talking about how all three of those companies, Credit Suisse, JPMorgan Chaseand Citigroup, have all seen a huge influx of new accounts trying to be open in depositsbecause people just consider the biggest banks safe. And I mean, if if that's what we allwant, we want JPMorgan Chase to everyone just have a corporate account with them like,I guess, you know, let's see.Stuart Turley [00:10:07] So Brian Sullivan from CNBC had an. Tweet out their askingquestions. And I do like Brian Sullivan. He is he is a good cat.Michael Tanner [00:10:19] He's their commodities guy, too, which I really like.Stuart Turley [00:10:21] Oh, but he also knows energy. So just and enough of a shout outfor him because I do like him. I love to get him on the podcast, but we'll leave that alone.Michael Tanner [00:10:30] Yeah. What do you got next?Stuart Turley [00:10:31] Okay, let's go up here. President proposes. He proposes to findsome ice cream. No, The title of the thing is [00:10:41]U.S. President proposes moremoney for offshore wind activities and no tax subsidies for oil and gas in the 2024 budget.[9.3s] All right, this one, chaps, my chicken. And I'll tell you what. When you get a chapchicken, it gets all kind of grumpy around here.Stuart Turley [00:10:57] Tax subsidies and subsidies are not happening for the oil andgas. You and I have had this conversation before. Tax deductions for investing is not taxsubsidies. I mean, not subsidies. And and that's what they're referring into in here that ifwhy 2024 budget is saying that there is 64.5 million for the renewable energy program ofthe Department of the Interior, Bureau of Energy, Ocean Energy Management, 21.6 millionmore than to 2023.Stuart Turley [00:11:37] That doesn't include the revenue from the leases. That does notinclude the revenue from the leases. So this is just absolutely bonkers. Listen to this one. Italso proposes 92.8 million for bio IAMS environmental programs, an increase of 10.4million.Stuart Turley [00:12:02] This is like holding things with a gigantic. Anyway, I'm gettingworked up on this. You can't print this kind of money without having low cost power beingprovided. This is going to just increase inflation. It's going to increase the cost to theconsumer. Your thoughts?Michael Tanner [00:12:25] Well, I mean, I think this quote was in one of the fact sheetsthat the White House issued says it all says the president is committed to ending tens ofbillions of dollars of federal tax subsidies for oil and gas companies, even as they benefitfrom billions of dollars in special tax breaks. Oil companies have failed to invest inproduction.Michael Tanner [00:12:42] I mean, that tells you all you need to know about this currentbudget. Do. That's what they really think about you. That's what they want you to think.They think now, on one hand, they'll approve the Willow Project the day before theyannounce this.Michael Tanner [00:12:54] So it is not, you know, what is it, the pot calling the kettle black.You know, don't worry. Yesterday we just approved the Willow project, which is putting80,000 barrels a day in Alaska. You know, I'm I'm I'm sure a couple of deer might die.Michael Tanner [00:13:08] News flash. I'm sorry. There are trade offs. As an economist,everything is a trade off. You know, your iPhone, I'm probably someone, you know,jumped out of a sweat shop and committed suicide in the process of trying to get yourphone mate. I'm sorry. Tweet, tweet at me on the phone made by slaves and make fun ofme.Michael Tanner [00:13:24] But so we could play this game all the way down the line. Ithink it's interesting that there is still 72.3 million are committed for their conventionalenergy program, under which that federal agency is developing kind of a national oil andgas leasing program, which is going to be a little bit different than what the Bureau of LandManagement does and what they do with these offshore oil and gas leases through theDepartment of Interior.Michael Tanner [00:13:48] So that I think is interesting. But I mean, still got a lot of power.What did you expect to be in this budget? We'll never get past. This is just they're they'reshow and tell of here's what we would like to have happen. It won't happen. So it's notgoing to. But this is a hey, here's here's what everyone wants to think. We like.Stuart Turley [00:14:05] Don't ever say in our political world right now it will never happenthere's so many there is so much bull hockey going on in Washington right now, whetheryou're Republican or Democrat or.Michael Tanner [00:14:19] But it's just statistics. When's the last time a president hasactually put together a budget? Was it Clinton? I mean, it goes back multiple presidentsthat haven't had got their budgets approved. This isn't just a.Stuart Turley [00:14:31] Put this together. He know you know the thing. You know thething.Michael Tanner [00:14:36] Yeah, I know. Okay, let's move on now.Stuart Turley [00:14:40] Let's go to the next one here. [00:14:41]Timeline of Iran, Saudirelations. [2.3s] This is really critical because it goes right along with the next story,Michael. And the next story is [00:14:51]China to host major Middle East summit after thesuccess of Saudi Iran. [6.7s] And let me go in to this relationship back in 1979, that wasbefore you were born on it.Michael Tanner [00:15:07] That was,.Stuart Turley [00:15:08] Oh, shush. Oh, my younger. The Saudi monarchy based on itslegitimacy back then on on Islam. It was really bad back then when you're talking about atOklahoma State, when I was there, it was always the Iranians protesting the Shah and itwas bad on the campus. I mean, it was you know, it was just a whole nother thing.Stuart Turley [00:15:36] So then you take a look at coming around the corner and 1980,1988, Iraq invaded Iran, an eight year war. And Saudi Arabia remain neutral. But it causeda real problem with the gas going on and the chemical weapons and all that kind of stuff.Stuart Turley [00:15:57] 1982 Saudi Arabia supplies Iraq with 1 billion in money in aidretro. So they even got on the other side. And it was partly because back then they had lobsome chemical weapons over on that and it was getting ugly on both sides so Saudi wasafraid they were next on the chemical weapons list.Stuart Turley [00:16:24] So 2001, I'm dropping down and here is the next one. Iran andSaudi sign a security pact agreement. This is this was like, holy smokes.Stuart Turley [00:16:37] Now, when you come down here, July 2015, Iran and the world'ssix major powers each reach a deal over Iran's controversial nuclear program. Saudiofficials publicly endorse the deal despite their past reservations. So it's kind of cool. Theystarted coming around in 2015 and let's come down here again. Then that ended. It turnedout that it did.Michael Tanner [00:17:06] It is a long article, man. They go through this this detail they'retalking about multiple quotes per month.Stuart Turley [00:17:13] Oh, absolutely. And and it but it was you need to go read this tounderstand the whole process in order to understand how important China's brokering ofthis deal is because of the success of this deal is so good.Stuart Turley [00:17:31] You have I think 60% of all the countries in the Middle East aregoing to China to go to this summit so China can broker deals. I'm serious. When was thewhen was the last time that deals were brokered in the Middle East in order to makepeace?Michael Tanner [00:17:53] And it has it been in my lifetime.Stuart Turley [00:17:55] It was under the Trump administration, the Abraham Accords andthen that was the first time that they started it.Michael Tanner [00:18:01] You're right. I forgot about the Abraham Accords.Stuart Turley [00:18:03] Many, many years that is a trial and then Biden administrationcomes in and it goes off and gone. China comes in because this is all a slap in the face tothe Biden administration. So we're going to go ahead and table the rest of the article onChina, because I got a bunch more stuff coming up on this and it's using its economic tiesto influence Iran's behavior. Cina understand the way to Iran's heart is through money.They need it badly right now.Michael Tanner [00:18:37] Yeah, and I think this later on down in this article, it says Saudiofficials hopes that Beijing can use its economic ties to influence Iran's behavior as Chinaremains the biggest importer of Iranian crude. The who buy oil gain the power.Stuart Turley [00:18:51] And they are also this is what this all this article means. Boththese articles means it's going to speed up the getting rid of the petro dollar. The UnitedStates dollar is going to move away, not be the world standard even faster now. Anyway,that's it for my time after you.Michael Tanner [00:19:12] Make absolutely no I mean for having no news today. Therewas a lot of news people. So we appreciate we're still keeping us up on all thingsgeopolitical related.Michael Tanner [00:19:23] Very interesting day for the markets, really soaking in theaftermath of the SVB, the bank collapse and the kind of the fallout from that bank stockswere down, but we actually saw the S&P 500 rally up 1.6 percentage points. NASDAQactually jumped 2.3 percentage points. Facebook came out and said they're going to layoff 10,000 people and eliminate 5000 job openings.Michael Tanner [00:19:43] So even after laying off last quarter, Mark Zuckerberg comesin, lays more people off. Still. Does that hurt? Tech stocks? Are bank stocks all aroundwere down and we did see funds become available both at SVB and its signature bank.Charles Schwab was was down fairly heavy. There was a couple other local regionalbanks that were down,.Michael Tanner [00:20:00] But really that had an impact on oil currently trading as werecord this about 708 here on the 14th, 7180. Again, a lot of that's due. To the uncertaintysurrounding what that crude oil demand might look like, both at home and in China.Michael Tanner [00:20:15] But again, today, the big reason why is our dollar was down,interest rates up with that, with the fact that we're entering a peril in which the Fed hascome out and already said we're going to continue to raise rates and if continuing to raiserates will hurt and cause banks to continue to fail. It's a cycle that the Fed started.Michael Tanner [00:20:34] And in order to correct, they have to make banks. I mean, it'sreally a sick cycle that has to happen. They created a problem and to fix the problem, theyhave to wipe out companies who took advantage of the policy that they created in the firstplace.Stuart Turley [00:20:45] And it's because they took too long to take any action being I'mgoing to college, stupid.Michael Tanner [00:20:51] Yeah. So and and right now that that will hamper oil prices Ithink you know in in in the short term you know do I think we stay above 70? Man, I hopeso. But could I see a dip below 70?Stuart Turley [00:21:03] Can I interject here? I did see on on Squawk Box this morningthe CEO of Delta and he is a sharp cookie. I'm not a Delta fan, but on the other hand, he isextremely sharp. And he did say that they had their largest sale or second largest day ofsales last week.Stuart Turley [00:21:25] And with that, he said what they're seeing is that consultants arehitting the road again and people are really traveling and they're expecting their volumes togo up. And when they ask him then about that, I did not know that Delta owned their ownrefinery.Stuart Turley [00:21:44] And I was like, wow, that's pretty smart. They they he says thatthat helps us out. But if that is systemic, lots of demand that may help us.Michael Tanner [00:21:54] Let's see, because I don't know if I believe that Delta boughtPennsylvania oil refinery ten years ago in order to save money on jet fuel cost. Wow. Hedid.Stuart Turley [00:22:03] You know,.Michael Tanner [00:22:03] That's interesting.Stuart Turley [00:22:04] Yeah. Thanks a lot, Michael.Michael Tanner [00:22:06] I believe you. I don't believe that. I believe that that guy saidthat. Do I believe that what that guy was saying was true? Maybe. Maybe not.Stuart Turley [00:22:13] Well, the CEO of a company, right?Michael Tanner [00:22:16] Self right. CEOs never lie. CEOs never come out and saythings that are false in public. You're right, Stu. I'm the idiot. Yes, you are. Gas prices,Nothing. Oh, before I jump, guys. API, as you listen to this, on Wednesday, we'll know thecrude oil inventory that comes out 10 a.m. or 930 Central Time. 830 Mt. at 1030 if you're.Yeah, 10 to 30 if you are in Eastern time zone.Michael Tanner [00:22:44] O'm API though dropped yesterday. I'm 1.1 million or 1.15million barrel build. So we'll look to see if the EIA crude oil draw confirms or denies that. Sothat's a game of a factor and weigh on the bear side natural gas again weather on thehorizon is really the only thing drawing it right now.Michael Tanner [00:23:04] We did see a little bit of a steadiness, $2.58, really not muchon that side again, as weather goes so well that it is. So I don't think there's much pointspending time on us. Do you got anything else for these guys now?Stuart Turley [00:23:15] It's going to be a beautiful day in the neighborhood tomorrow.Michael Tanner [00:23:17] Yes, it will. So with that, guys, we'll let you get out of here, Finish up your day. We appreciate you guys checking us out here at the Energy NewsBeat Daily Stand Up for Stuart Turley. I'm Michael Tanner. We'll see you tomorrow.

Welcome to Season 6, Episode 2 of the SPO Coffee Chats Podcast!Your two hosts are Annahi Alfaro- VP of Alumni Relations & Ibrahim Ali- VP of Student Development. This episode's guest is fellow Procurement Director, Faraz Shahid from Cheniere Energy.We will discussing his journey as a Procurement Director. If you would like to connect with us, add us on LinkedIn!Faraz ShahidLinkedIn: https://www.linkedin.com/in/faraz-shahid-mcipsYour hosts ⬇️Annahi AlfaroEmail: alumni@spobauer.orgLinkedIn: https://www.linkedin.com/in/annahialfaroperez/Ibrahim AliEmail: student.development@spobauer.orgLinkedIn: https://www.linkedin.com/in/syedibrahimali/ Follow us on Instagram: @SPOBauerAND STAY TUNED!

Tisha Schuller welcomes Chad Zamarin, who was promoted to executive vice president of corporate strategic development at Williams in January 2023, to the Real Decarbonization podcast. Listeners will hear Chad discuss how Williams is accelerating real decarbonization through investments, operations, and culture. Chad started at Williams as senior vice president of corporate strategic development in 2017. Before his time at Williams, he served as senior vice president and president of pipeline and midstream at Cheniere Energy. Prior to Cheniere Energy, Chad held positions including president of Pennant Midstream and COO at NiSource Midstream and NiSource Energy Ventures. He serves on the Department of Transportation's Gas Pipeline Advisory Committee and is chairman of the Board of Directors of the Interstate Natural Gas Association of America. Chad received a B.S. in metallurgical engineering from Purdue University and an MBA from the University of Houston. Follow all things Adamantine Energy and subscribe to Tisha's weekly "Both of These Things Are True" email newsletter at www.energythinks.com. Thanks to Adán Rubio who makes the Real Decarbonization podcast possible. [Interview recorded on Dec. 16, 2022]

The United States has pledged to reduce its reliance on fossil fuels, but Russia's war in Ukraine set off a bonanza for liquefied natural gas, or LNG. Today, we look at how energy companies and the Biden administration are backsliding on promises to move away from oil and gas.   In response to Europe's need for natural gas as it lost access to Russian supplies, America's largest exporter of liquefied natural gas, Cheniere Energy, is expanding its facilities in Corpus Christi, Texas. Reporter Elizabeth Shogren talks with local residents who are organizing to fight the expansion and discovers that many LNG contracts are not with Europe after all.   During the 2020 presidential campaign, Joe Biden promised to end drilling for oil and gas on federal land and offshore waters. And on his first day in office, he froze new drilling leases. But the administration backtracked and instead has increased the number of leases it's offering to oil and gas companies. Host Al Letson gets a report card on Biden's climate policy from two experts who are tracking his environmental record. For many years, prominent Republicans disputed the existence of climate change and fought against environmental policies. That didn't sit well with a young conservative college student, who in 2016 tried to put climate change on his party's agenda. Reveal reporter Jonathan Jones talks with the founder of the American Conservation Coalition and tracks how successful the group has been in getting Republican legislators to address climate change.  Republicans and Democrats may struggle to find common ground on addressing climate change. But for a tiny, predominantly Indigenous community in Alaska, it's already too late. Reporter Emily Schwing went to Chevak to report on the damage from a recent storm and soon discovered a problem with the federal government's response. Many residents don't speak English as their first language, and the Federal Emergency Management Agency is required to translate disaster relief notices into local languages. But FEMA bungled the translations, delaying much-needed aid and sowing distrust.  Support Reveal's journalism at Revealnews.org/donatenow Subscribe to our weekly newsletter to get the scoop on new episodes at Revealnews.org/weekly Connect with us on Twitter, Facebook and Instagram 

https://youtu.be/LIOTYBPQB-oThe world relies on Natural Gas! The supply has been affected by the war in Ukraine and also concerning the Global Supply as well! What do we do? We have to rely on sources outside of Russia to supply Natural Gas globally! Did you know that the United States is the biggest producer and exporter of Natural Gas? Do you know what country now produces more Natural Gas than Russia? Well, look at the video and see the latest developments that could push this industry higher than ever!Cheniere Energy (LNG) The next big Commodity Move | VectorVestTry VectorVest for only $0.99  ➥➥➥ https://www.vectorvest.com/YTUse this link for a FREE Stock Analysis Report ➥➥➥ http://bit.ly/2KsZlqzVectorVest mobile app ➥➥➥ http://bit.ly/2UjF6y6 SUBSCRIBE To The VectorVest Channel ➥➥➥ https://www.youtube.com/user/VectorVestMB/?sub_confirmation=1

Am Donnerstag präsentierten sich die US-Indizes schwächer. So ging es für den amerikanischen Leitindex um 1,2 Prozent abwärts. Der S&Pverlor ein Prozent und der Nasdaq 100 schloss 0,8 Prozent schwächer.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Philipp Vetter über das knallharte Ölkartell, teure Unterstützung für Porsche und einen üppigen Möbel-Deal. Außerdem geht es um Chevron, ExxonMobile, Porsche AG, XXXLutz, Home24, WeChat, Tencent, Alphabet, Apple, Meta, Microsoft, Twitter, Tesla, SpaceX, Paypal, Amazon, Lyft, Uber, NextEra Energy, Cheniere Energy, Transurban, iShares Global Infrastructure ETF (WKN A0LEW9), Xtrackers S&P Global Infrastructure Swap ETF (A2ACQY), SPDR Morningsstar Multi-Asset Global infrastructure ETF (A12EAR), DWS Invest Global Infrastructure (DWS0TN), First Sentier Global Listed Infrastructure (A1CVJ3). Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die US-Indizes starteten mit deutlichen Zugewinnen ins neue Quartal. Der Dow Jones gewann 2,7 Prozent hinzu. Der Nasdaq Composite verbuchte ein Plus von 2,3 Prozent.

In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses:Senator Manchin provided details of his Energy Independence and Security Act of 2022, which contains a host of provisions that could benefit the entire energy value chainTwo more US LNG developments from Cheniere Energy and TellurianThis week includes watching out for tropical storms and how they could impact energy pricesDownload Transcript

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über das Straucheln der Gesundheitswerte und Hoffnung für die Chemie-Branche. Außerdem geht es um Porsche SE, Porsche AG, Volkswagen, BMW, Mercedes-Benz, Tesla, Toyota, Ferrari, Flex LNG, Cheniere Energy, Gaslog, Samsung Heavy Industries, Hyundai Heavy Industries oder Daewoo Shipbuilding & Marine Engineering, Golar LNG, Höegh LNG, BASF, Brenntag, Sartorius, Fresenius, Fresenius Medical Care, Eckert & Ziegler, Rheinmetall, Moderna und Biontech. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die Wall Street hat - ebenso wie der deutsche Aktienmarkt - eine schwache Handelswoche hinter sich. Besserung ist zunächst nicht in Sicht. Vorbörslich sind die großen Indizes in den USA erneut klar unter Druck.

Stocks are coming off of their 7th-biggest point drop in history. But some say bargains are now abound. We'll talk to the pro's about what they're buying now. Plus, there are still some bright spots in the market, including Cheniere Energy. We'll speak to the CEO as it extends its winning streak. And, rising rates are usually good for banks. But inflation, not so much. Our analyst explains why the smaller lenders are the place to be right now.

"Cheniere Energy (LNG) is the largest U.S. natural gas exporter. About 70% of all Cheniere Energy cargoes that landed in Europe were produced at Cheniere facilities in the second quarter of 2022. LNG just increased 2022 guidance with additional stock buybacks and a larger step up in dividend. Also, Starbucks (SBUX) raised guidance for high single-digit earnings growth and double-digit revenue growth through 2025. Starbucks (SBUX) is a strong brand name with pricing power and rapid growth in China. Finally, LVMH Moet Hennessy (LVMUY) U.S. business continues to be a bright spot for the company with 22% organic sales growth in the second quarter. LVMH Moet Hennessy (LVMUY) cashflows continue to be a positive catalyst for shareholder returns," says Tyler Ellegard.

"Mid-term years have worse stock market correction on average of approximately 20% versus 15% typically. Since World War II, one year after a mid-term, the market has been higher 100% of the time. Horrible earnings quarters have been followed by smiling bulls," says Kirk McDonald. Then, McDonald provides his best stocks to invest in now: Cheniere Energy (LNG) and Zebra Technologies (ZBRA).

Anleger warten gespannt auf Hinweise bezüglich des zukünftigen Zinskurses der FED. Gestern präsentierten sich die US-Indizes aber wieder deutlich stärker als an den Tagen zuvor. Der Nasdaq 100 beispielsweise legte um 1,75 Prozent zu.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Rückschläge für Cathy Wood und Frank Thelen, die Entdeckung einer neuen Meme-Aktie, sagenhafte Encavis-Zahlen und wie man vom Run auf das knappe Gas profitieren kann. Außerdem geht es um den ARK Innovation ETF (WKN: A14Y8H), 10x DNA Disruptive Technologies (WKN: DNA10X), Global BIT Internet Leaders (WKN: A2N812), Bed, Bath & Beyond, Weber, TAG Immobilien, Aroundtown, LEG, Vonovia, RWE, Encavis, EQT, Coterra Energy, Southwestern Energy, Range Resources, Natural Gas ETC von BNPP (WKN: PB6GAS), Equinor, Cheniere Energy, Golar LNG, Shell, EOG Resources, Dynagas LNG Partners, Deka Future Energy ESG (WKN: ETFL60, iShares Global Clean Energy (WKN: A0MW0M), Lyxor New Energy (WKN: LYX0CB), Xtrackers MSCI Genomic Healthcare Innovation ETF (WKN: DBX0R2). Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

It was a long-shot bet on liquid natural gas, but it paid off handsomely — and turned the United States into a leading fossil-fuel exporter.The journalist Jake Bittle delves into the storied career of Charif Souki, the Lebanese American entrepreneur whose aptitude for risk changed the course of the American energy business.The article outlines how Mr. Souki rose from being a Los Angeles restaurant owner to becoming the co-founder and chief executive of Cheniere Energy, an oil and gas company that specialized in liquefied natural gas, and provides an insight into his thought process: “As Souki sees it,” Mr. Bittle writes, “the need to provide the world with energy in the short term outweighs the long-term demand of acting on carbon emissions.”In a time of acute climate anxiety, Mr. Souki's rationale could strike some as outdated, even brazen. The world may be facing energy and climate crises, Mr. Souki told The New York Times, “but one is going to happen this month, and the other one is going to happen in 40 years.”“If you tell somebody, ‘You are going to run out of electricity this month,' and then you talk to the same person about what's going to happen in 40 years,” he said, “they will tell you, ‘What do I care about 40 years from now?'”This story was written by Jake Bittle and recorded by Audm. To hear more audio stories from publications like The New York Times, download Audm for iPhone or Android. 

Earlier this year Cheniere Energy and ARC Resources announced a new supply agreement to export Canadian gas from an LNG facility located on the US Gulf Coast. This week on the podcast, Anatol Feygin, Executive Vice President and Chief Commercial Officer at Cheniere and Ryan Berrett, Senior Vice President, Marketing at ARC Resources tell us more about their agreement. Here are some of the questions that Jackie and Peter ask them:  How well positioned is North America versus other potential LNG suppliers to Europe?  By 2030, how much will US LNG exports grow compared with today?  Considering the long transportation distance, does it make economic sense to export Canadian gas from the US Gulf Coast?   With the increasing pull from international markets, do you expect North American gas production will grow? Are ESG attributes important to buyers of LNG?See the press release about the Cheniere Energy and ARC Resources supply agreement: https://lngir.cheniere.com/news-events/press-releases/detail/247/cheniere-corpus-christi-stage-iii-and-arc-resources-signPlease review the ARC Energy Institute disclaimer. 

Chiến tranh Ukraina tạm vô hiệu hóa đường ống Nord Stream 2 đưa khí đốt Nga sang châu Âu và làm lộ rõ những kế hoạch từ trước của Hoa Kỳ chinh phục thị trường trên Lục Địa Già. Kremlin có thể dùng lá bài năng lượng để bắt bí Liên Âu được bao lâu nữa hay vô hình chung đang tạo cơ hội cho các nhà sản xuất dầu khí đá phiến của Mỹ bắt rễ vào châu Âu ? Từ khi khởi động chiến tranh Ukraina cuối tháng 2/2022, tổng thống Vladimir Putin liên tục gia tăng áp lực với phương Tây trên bàn cờ năng lượng. Sắc lệnh ký ngày 31/03/2022 như một tối hậu thư đòi Âu, Mỹ dùng đồng rúp để mua dầu, khí của Nga. Một tháng sau, Matxcơva đơn phương tuyên bố ngừng cung cấp khí đốt cho hai thành viên Liên Hiệp Châu Âu là Ba Lan và Bulgari. Liên Hiệp Châu Âu đã mau mắn và mạnh tay trừng phạt Matxcơva xâm chiếm Ukraina nhưng vẫn nương nhẹ một số ngân hàng có liên hệ trực tiếp với ngành dầu khí Nga và nhất là tránh trừng phạt các tập đoàn năng lượng Nga. Bruxelles lúng túng vì năng lượng, điển hình là sau cả tuần lễ đàm phán gay go vẫn chưa nhất trí về giải pháp « cấm vận dầu hỏa của Nga ». Chuyện cai nghiện khí đốt của Nga lại càng khó hơn. Cùng lúc, nhiều thành viên châu Âu đã gấp rút đi tìm các nguồn cung cấp khác, đứng đầu là Mỹ. Về phía Hoa Kỳ, tháng 3/2022 xuất khẩu khí hóa lỏng GNL sang châu Âu tăng gấp 5 lần so với cùng thời kỳ năm ngoái. Từ cuối năm 2021 khi Nga bắt đầu điều quân đến sát biên giới Ukraina, ba tàu chở khí hóa lỏng GNL của Mỹ đang trên đường sang châu Á đã chuyển hướng, quay sang châu Âu. Đành rằng khối lượng GNL ba chiếc tàu này chuyên chở chỉ là « một giọt nước » trong lúc Nga bảo đảm đến 40 % nhu cầu của Liên Âu (theo số liệu thống kê 2019) và trong số các nguồn cung cấp cho châu Âu, Nga bỏ xa là phía sau Na Uy (22 %) và Algérie (7,2 %), hay Qatar (4,6 %). Mỹ gần như vắng bóng, cho dù có khả năng cung cấp và sản xuất còn hơn cả Nga. Trên đài phát thanh France Inter, chuyên gia Pháp về năng lượng, Francis Perrin, giám đốc nghiên cứu Viện Quan Hệ Quốc Tế và Chiến Lược - IRIS nhấn mạnh đến tiềm năng rất lớn của Hoa Kỳ nhờ công nghệ khai thác dầu đá phiến : « Từ trước chiến tranh Ukraina, Mỹ đã là nhà sản xuất số 1 trên thế giới về dầu hỏa và khí đốt, đứng trước nước Nga. Hoa Kỳ là một cường quốc về năng lượng hóa thạch với tiềm năng rất lớn và từ nhiều tháng qua, Mỹ đã trở thành một trong ba nhà cung cấp khí hóa lỏng hàng đầu của thế giới cùng với Qatar và Úc. Washington có khả năng tăng thêm sức cung ứng cho các đối tác châu Âu trong những tháng sắp tới và những năm sắp tới. Dù vậy, trong ngắn và trung hạn, một mình nước Mỹ không thể thay thế Nga để phục vụ thị trường Liên Âu cả về dầu hỏa lẫn khí đốt. Giải pháp đối với Bruxelles là phải tìm kiếm thêm các nguồn cung cấp, kết hợp từ Hoa Kỳ đến Qatar, Úc, Algérie, Na Uy, Azerbaijan … Có càng nhiều nguồn cung cấp chừng nào tốt chừng nấy. Với tất cả các đối tác nói trên cộng lại, về lâu dài Liên Hiệp Châu Âu mới có thể cai dầu khí của Nga ». Tranh giành thị trường Với công nghệ khai thác mới, về dầu hỏa, Hoa Kỳ đã qua mặt hai nguồn sản xuất lớn nhất của thế giới là Ả Rập Xê Út và Nga. La Croix trong số báo hôm 18/04/2022 nhắc lại trước viễn cảnh bầu cử giữa nhiệm kỳ vào mùa thu tới đây, để tranh thủ lá phiếu của cử tri, chính phủ Mỹ muốn khởi động lại ngành công nghiệp dầu đá phiến, cho dù điều đó trái ngược với những cam kết ứng viên Joe Biden từng đưa ra khi ông ra tranh cử tổng thống hồi năm 2020. Đầu tháng 04/2022, đại diện một cơ quan bảo vệ quyền lợi của các tập đoàn khai thác khí GNL của Mỹ tiếp một phái đoàn gồm 12 nước thành viên Liên Âu. Các bên đàm phán và tìm kiếm « những giải pháp trong ngắn hạn » thay thế khí đốt của Nga. Phía Hoa Kỳ khẳng định : « Trong bối cảnh chiến tranh Ukraina, các nhà sản xuất của Mỹ tập trung vào châu Âu ». Từ năm 2016, chính quyền Obama với Joe Biden trong cương vị phó tổng thống đã dỡ bỏ lệnh cấm xuất khẩu năng lượng có hiệu lực từ cuộc khủng hoảng dầu hỏa 1975. Sáu năm sau, Mỹ trở thành nhà xuất khẩu khí hóa lỏng GNL số 1 toàn cầu, trước cả Qatar và Úc. Châu Á là thị trường quan trọng nhất của các nhà sản xuất Mỹ. Nhưng đe dọa chiến tranh Ukraina càng cận kề, khối lượng GNL của Mỹ đổ về châu Âu càng lớn. Đầu tháng 2/2022 phát biểu tại Bruxelles, ngoại trưởng Antony Blinken đã nhắc lại sự kiện Nga ngừng cung cấp khí đốt cho châu Âu hồi 2009, nhiều nước trong Liên Âu « điêu đứng », nhưng giờ đây châu lục này có thể trông cậy và Mỹ. Washington cam kết « ngăn cản kịch bản đó tái diễn ». 2022 : Châu Âu là thị trường quan trọng nhất Trên thực tế, thống kê của bộ Năng Lượng Hoa Kỳ cho thấy liên tiếp trong bốn tháng đầu năm 2022, hơn 65 % lượng xuất khẩu GNL của Mỹ là để cung cấp cho châu Âu. Cùng lúc, ý thức được rằng chưa đủ để giải tỏa áp lực của Nga đối với châu Âu về năng lượng, nên chính quyền Biden đã huy động từ các nhà sản xuất quốc gia đến các đồng minh của Hoa Kỳ như Qatar hay Nhật Bản để « ưu tiên » đáp ứng nhu cầu của châu Âu. Chẳng hạn, Nhà Trắng đã yêu cầu Doha « hỗ trợ châu Âu », kêu gọi Nhật Bản chịu khó nhường một phần GNL đã đặt mua của Mỹ cho châu Âu. Dưới thời chính quyền Trump, ngoại trưởng Mike Pompeo, năm 2019, từ mỏ dầu của Mỹ là bang Texas, từng cảnh báo một số quốc gia quá lệ thuộc vào dầu khí của Nga hay Iran và kêu gọi những nước này hãy « khôn ngoan nhìn về phía các nhà sản xuất của Hoa Kỳ » bởi vì « Mỹ không chỉ xuất khẩu năng lượng mà còn xuất khẩu cả một hệ thống những giá trị thương mại đến các nước bạn và các đối tác » của Washington. Ba Lan là một trong số những nước bạn mà cựu ngoại trưởng Pompeo đã nhắc đến. Nhờ đã ký kết với các tập đoàn như Cheniere Energy và Sempra Energy mà Vacxava không lâm vào thế kẹt như Bulgari khi Nga thông báo cắt nguồn cung cấp khí đốt hôm 27/04/2022. Chuyên gia về năng lượng Francis Perrin, viện nghiên cứu IRIS của Pháp, phân tích : « Rõ ràng là Ba Lan đã có một sự chuẩn bị trước, trước cả thông báo của Nga hôm 27/04/2022 ngừng bán khí đốt cho Vacxava. Không nhiều nhưng Ba Lan có một ngành công nghiệp khí đốt gọi là « có còn hơn không ». Ba Lan cũng có cảng để tiếp nhận khí hóa lỏng được giao cho nước này bằng đường biển. Ba Lan hiện đang có một khối dự trữ về khí đốt tương đương với 80 % nhu cầu tiêu thụ. Không một quốc gia nào trong Liên Âu có được tỷ lệ dự trữ cao như vậy. Rồi sắp tới đây, sẽ có thêm đường ống dẫn khí đốt nối liền Ba Lan và Litva, thêm một tuyến khác nữa dự trù bắt đầu hoạt động từ mùa thu năm nay đưa khí đốt của Na Uy vào Ba Lan. Hoàn cảnh của Bulgari tế nhị hơn : Bulgari không dồi dào dự trữ năng lượng như Ba Lan và cũng không nhập khẩu khí hóa lỏng. Về mặt địa lý, quốc gia này bị cô lập hơn, hiểu theo nghĩa hoàn toàn không có đường ống nào kết nối vào các quốc gia khác trong Liên Âu. Hơn bao giờ hết, Sofia cần được các thành viên còn lại của Liên Hiệp Châu Âu hỗ trợ để vượt qua giai đoạn khó khăn này ». Ba Lan - Bulgari những mục tiêu có chọn lọc của Nga Về câu hỏi tại sao Kremlin lại trút cơn thịnh nộ lên hai thành viên trong Liên Âu là Ba Lan và Bulgari và liệu có dừng lại ở hai quốc gia này hay sẽ còn tiếp tục trừng phạt thêm một số khác nữa để gia tăng áp lực với châu Âu, Francis Perrin trả lời : « Đương nhiên là quan hệ giữa Nga và Ba Lan trong thời gian gần đây đã rất căng. Matxcơva trút thịnh nộ vào Varcaxa bởi đây là cửa ngõ đưa trang thiết bị quân sự và viện trợ của NATO vào Ukraina. Ba Lan là nơi đón nhận đại đa số người tị nạn Ukraina và trong khối Liên Hiệp Châu Âu, Vacxava có lập trường cứng rắn nhất, luôn thúc đẩy thêm các biện pháp trừng phạt Nga xâm chiếm Ukraina. Ba Lan chiếm một vị trí then chốt trong cuộc chiến Ukraina và có thể nói là đang ở tâm điểm bàn cờ địa chính trị của châu Âu và của thế giới. Trường hợp của Bulgari phức tạp hơn, bởi vì cho tới rất gần đây, quan hệ giữa Sofia với Matxcơva khá hữu hảo. Nhưng rồi Bulgari đã thay đổi chính phủ và chính quyền mới giữ khoảng cách với Nga. Có thể là Vladimir Putin coi đó như một sự phản bội bởi vì Kremlin vẫn xem Bulgari thuộc ảnh hưởng của Nga. Thêm một điểm nữa là trong nhãn quan của Matxcơva thì vẫn có một sự phân biệt giữa các nước tây Âu với khối đông và trung Âu trong đó có Ba Lan và Bulgari, vốn từng là các nước thuộc khối xã hội chủ nghĩa trước đây, do vậy Kremlin ngỡ rằng Bruxelles sẽ phản ứng chừng mực hơn nếu như nước Nga phạt các nước Đông và Trung Âu cũ ». Phạt Ba Lan và Bulgari, một bài toán trắc nghiệm phản ứng của phương Tây Cũng giám đốc nghiên cứu viện IRIS Francis Perrin lưu ý tổng thống Putin đang dùng lá bài năng lượng như một « quả bóng thăm dò » để nắn gân châu Âu, để thử thách mức độ đoàn kết giữa 27 thành viên Liên Âu và xem chừng phản ứng của Mỹ. Trong mọi trường hợp, thực tế phũ phàng là Ukraina trong cảnh cửa tan nhà nát, nhưng ngành công nghiệp dầu khí của Hoa Kỳ thì đang trông thấy viễn cảnh tươi sáng : Chính quyền Biden cần GNL made in USA vừa để kiếm phiếu của các nhà sản xuất, vừa để hạ nhiệt thị trường xăng dầu nội địa, trong lúc lạm phát tại Hoa Kỳ tháng 3/2022 tăng hơn 8 %, vừa để bành trướng tại châu Âu, và nhất là thu hẹp ảnh hướng quá lớn của Nga đối với Liên Âu. Vấn đề còn lại đối với Bruxelles là cho dù trong tương lai có bớt lệ thuộc vào năng lượng của Nga thì cũng chỉ là để cột chặt số phận vào một nhà cung cấp khác là Mỹ. Còn đối với Matxcơva, không chắc Kremlin dễ dàng chia sẻ thị phần với Washington.

Die Wall Street ist aktuell auf der Suche nach neuem Schwung. Heute deutet sich vorbörslich ein bewegungsarmer Handelstag an, der Dow Jones pendelt zwischen Plus und Minus. Spannung verspricht die Bilanzsaison.

Die Inflation liegt den USA aktuell bei 8,5 Prozent. So stark sind die Verbraucherpreise seit 41 Jahren nicht mehr gestiegen. Die großen US-Indizes verzeichneten in Folge dessen gestern Verluste.

Die Hoffnung auf eine Deeskalation im Ukraine-Krieg beflügelte gestern die Wall Street. Der Dow Jones überwand die 35.000 Punkte-Marke und legte knapp ein Prozent zu. Der Nasdaq 100 stieg auf den höchsten Stand seit Mitte Januar.

Nachdem sich die US-Indizes zuletzt wieder deutlich erholt hatten, nahmen gestern einige Anleger Gewinne mit. So ging es für den Dow Jones um 1,3 Prozent nach unten. Auch der Nasdaq 100 verlor rund 1,4 Prozent.

Methane is a potent greenhouse gas and reducing methane emissions across the oil and natural gas supply chain is an important part of meeting global climate goals. This week, Fiji George and Arvind Ravikumar joined my colleague Ben Cahill to help us understand why this is so important and what needs to be done to speed up emissions reductions. Fiji George is Senior Director for Climate & Sustainability at Cheniere Energy, Inc., and Dr. Arvind Ravikumar is Research Associate Professor in the Petroleum Engineering department at the University of Texas at Austin and a fellow at the Payne Institute for Public Policy at the Colorado School of Mines.  Further Reading from the CSIS Project on Engaging Global Gas Players on Methane Emissions: Methane Emissions and the Gas Ecosystem: Buyers, Sellers, and Banks   Disclosure: Dr. Ravikumar's research group at UT Austin is supported in part through funding provided by Cheniere. CSIS also receives general funding from Cheniere.

Die hinlänglich bekannten Zinsängste und die mit der Ukraine-Krise verbundenen Sorgen haben vor dem Wochenende für Verluste an der Wall Street gesorgt. Der Dow Jones verlor 1,4 Prozent, der Nasdaq 100 gab sogar drei Prozent ab.

The Russia-Ukraine standoff has significant implications for the global gas and LNG markets, given Europe's reliance on Russian supply. It's peak winter demand season, and European gas inventories have been falling daily. Gas in storage stands at about 40% full, versus 53% full at the same time a year ago. The Biden administration said last week it was working with European allies to find additional natural gas supplies from North Africa, the Middle East, Central Asia and the US in the event military conflict breaks out and Russian flows get disrupted. Platts Atlantic LNG senior editor Harry Weber spoke with Charif Souki, executive chairman of US liquefaction terminal developer Tellurian, about the current state of the LNG market and whether the US dialogue can make a difference. Souki co-founded and formerly served as CEO of Cheniere Energy, the biggest US LNG exporter. At Tellurian, he is developing Driftwood LNG, an up to 27.6 million mt/year export facility in Louisiana. Stick around after the interview for Starr Spencer with the Market Minute, a look at near-term oil market drivers.

In this week's energy podcast, Senior Portfolio Manager James Mick discusses:Biden working on coordinating a strategic petroleum reserve (SPR) release between the US, China and JapanAn update on natural gas prices and a new LNG agreement between Cheniere Energy and EngieKey takeaways from the RBC Energy conference in Dallas with capital allocation being a main topicDownload Transcript

The buy now, pay later market is red hot right now. The CEO of Zilch joins to discuss how his company stands out in the increasingly crowded space. Plus, the CEO of Cheniere Energy joins to discuss the global energy crisis and how LNG can play a role in solving the problem. And Brian's RBI focuses on a report from Nordea that U.S. inflation hasn't peaked yet.

In der heutigen Folge „Alles auf Aktien“ berichten die Finanzjournalisten Anja Ettel und Holger Zschäpitz über ein schwieriges Geburtstagskind, haben ein Wiedersehen mit einem alten Bekannten und erklären, was höhere Löhne für die Amazon-Aktie bedeuten. Außerdem geht es um Vonovia, Siemens Energy, Siemens Gamesa, Morphoys, Deutsche Bank, Cheniere Energy, iShares Oil and Gas Exploration ETF (WKN: A1JKQL), iShares MSCI World Energy (WKN: A2PHCF), Amundi MSCI Europe Energy (WKN: A1C7AK), Gores Guggenheim Spac (WKN: A3CSUA), Lucid Motors, Canoo, Lordstown, Tesla, VW, BMW, Daimler, USA Mutuals Vice Fund (ISIN: US66538H3369) "Alles auf Aktien" ist der tägliche Börsen-Shot aus der WELT-Wirtschaftsredaktion. Die Wirtschafts- und Finanzjournalisten Holger Zschäpitz, Anja Ettel, Philipp Vetter, Daniel Eckert und Nando Sommerfeld diskutieren im Wechsel über die wichtigsten News an den Märkten und das Finanzthema des Tages. Außerdem gibt es jeden Tag eine Inspiration, die das Leben leichter machen soll. In nur zehn Minuten geht es um alles, was man aktuell über Aktien, ETFs, Fonds und erfolgreiche Geldanlage wissen sollte. Für erfahrene Anleger und Neueinsteiger. Montag bis Freitag, ab 6 Uhr morgens. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören.

In this week's energy podcast, Senior Portfolio Manager James Mick discusses:Natural gas prices continue to surge, caused by increasing international demand and low inventory levelsChevron announces 3 new energy transition projectsWilliams Companies and Cheniere Energy announce new stock buyback programsDownload Transcript

Somers Point native and Mainland Regional High School grad Matt Lanza joins Meteorologist Joe Martucci. Matt, a meteorologist, is the editor of Space City Weather, Houston's largest weather blog. Matt talks about his journey from making up hurricanes at his house in Somers Point, to his time in television and his current role at the blog, and forecasting for Cheniere Energy.  2:34 – What Matt misses most about the shore, and Jersey pizza. 3:53 – How he started Space City Weather and how sites like his and television work in tandem. 6:40 – The strengthens and weakness of running a written weather blog website.  9:00 – Like South Jersey, flooding is a major problem in Southeast Texas. Matt talks about his exclusive flood forecasting scale and how he's getting his word into underserved communities. 12:30 – Matt's thoughts on Superstorm Sandy, from afar.  14:30 – Made up hurricane plotting.  17:37 – Is Mainland Regional High School a meteorologist factory?  18:48 – From Rutgers University to television in New York to forecasting in Los Angeles, Matt's life before Houston  26:53 – His work at Cheniere Energy. The Something in the Air podcast is produced in conjunction with Stockton University. Look for new episodes on the first and third Wednesdays of the month, wherever you get your podcasts, plus our website.   Subscribe and get full weather access: http://www.pressofac.com/subscribe See omnystudio.com/listener for privacy information.

Freeport LNG CEO Michael Smith joined us to talk about the state of the market, his company's expansion plans, climate concerns and the start of the Atlantic hurricane season. Activity has started picking up for US developers of new liquefaction terminals after a two-year lull in firm commercial deals that predated the coronavirus pandemic. For existing exporters, global gas and LNG forward prices are trending strong and relatively stable, pointing to a long runway for exporters to enjoy healthy netbacks on deliveries to Europe and Asia, buffeted by cheap feedgas costs due to low US Henry Hub prices. Feedgas deliveries to US LNG export terminals have recently been averaging over 11 Bcf/d, implying utilization of over 90%. Later this year, a seventh major US LNG export terminal could start up and a sixth train at Cheniere Energy's Sabine Pass could begin production.

Cheniere, the biggest exporter of LNG in the US, is working to secure sufficient buyer interest for a proposed mid-scale expansion at its Corpus Christi liquefaction facility in Texas. It is also pursuing initiatives to reduce its carbon footprint at Corpus Christi and at its Sabine Pass export terminal in Louisiana, and give customers more information about the life-cycle emissions of its cargoes. S&P Global Platts senior natural gas writer Harry Weber is joined by Anatol Feygin, Cheniere Energy's chief commercial officer, for a discussion about current trends in the global LNG market, with a special emphasis on North America and the energy transition.

Today we are examining the outlook for new North American liquefaction projects to be sanctioned in 2021 amid a virtual standstill in 2020. The recent runup in the Platts JKM has buoyed developers, but challenges remain. S&P Global Platts natural writer Harry Weber spoke with Charif Souki, co-founder and executive chairman of Tellurian, which is proposing to build an export facility in Louisiana. Souki also co-founded Cheniere Energy, the biggest LNG exporter in the US.

Amber Rabo, Director of Organizational Effectiveness and Talent Acquisition at Cheniere Energy, Inc discusses creative and entrepreneurial strategies to attract a pipeline of talent from the high school and collegiate levels. Using technology and data to create a talent snap shot, the company is able to affectively join talent acquisition and talent development efforts toward sustainable growth. If you're business is growing or planning to grow in the next few years, you don't want to miss this!

  Tisha Schuller sits down with Chris Smith, Sr. Vice President of Policy, Government, and Public Affairs at Cheniere Energy. Discussing the role LNG will have in the energy future, Chris provides an array of insights on how Cheniere Energy is positioning itself to lead the industry toward a decarbonized future. In this episode, we dive into: · Cheniere Energy's Hurricane Laura relief efforts · Racial equity and justice in the energy industry · Cheniere Energy's recently released Corporate Responsibility Report · Cheniere's long-term positioning of LNG in the future energy mix Chris assumed his present role of Sr. Vice President of Policy, Government, and Public Affairs at Cheniere Energy in 2017 after serving five years as the Assistant Secretary for Fossil Energy at the U.S. Department of Energy. He has held leadership positions from a wide range of institutions including Rice University's Baker Institute of Public Policy, Chevron, Texaco, JPMorgan, and Citibank. Chris is a graduate of the U.S. Military Academy at West Point and served as a Task Force Engineer and Platoon Leader while a U.S. Army Officer. Additionally, Chris holds an MBA from the University of Cambridge. Episode Resources · Cheniere Energy's Corporate Responsibility Report, “First and Forward”: https://www.cheniere.com/pdf/First-and-Forward-2019-Corporate-Responsibility-Report-LR2.pdf Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Purchase Tisha's new book The Gamechanger's Playbook: How Oil & Gas Leaders Thrive in an Era of Continuous Disruption. Follow all things Adamantine Energy at www.energythinks.com. [Interview recorded on September 28, 2020]  

  Tisha Schuller sits down with Chris Smith, Sr. Vice President of Policy, Government, and Public Affairs at Cheniere Energy. Discussing the role LNG will have in the energy future, Chris provides an array of insights on how Cheniere Energy is positioning itself to lead the industry toward a decarbonized future. In this episode, we dive into: · Cheniere Energy’s Hurricane Laura relief efforts · Racial equity and justice in the energy industry · Cheniere Energy’s recently released Corporate Responsibility Report · Cheniere’s long-term positioning of LNG in the future energy mix Chris assumed his present role of Sr. Vice President of Policy, Government, and Public Affairs at Cheniere Energy in 2017 after serving five years as the Assistant Secretary for Fossil Energy at the U.S. Department of Energy. He has held leadership positions from a wide range of institutions including Rice University’s Baker Institute of Public Policy, Chevron, Texaco, JPMorgan, and Citibank. Chris is a graduate of the U.S. Military Academy at West Point and served as a Task Force Engineer and Platoon Leader while a U.S. Army Officer. Additionally, Chris holds an MBA from the University of Cambridge. Episode Resources · Cheniere Energy’s Corporate Responsibility Report, “First and Forward”: https://www.cheniere.com/pdf/First-and-Forward-2019-Corporate-Responsibility-Report-LR2.pdf Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Purchase Tisha's new book The Gamechanger's Playbook: How Oil & Gas Leaders Thrive in an Era of Continuous Disruption. Follow all things Adamantine Energy at www.energythinks.com. [Interview recorded on September 28, 2020]  

Disgraced former Director of the Environmental Protection Agency (EPA) Scott Pruitt ordered a $65,000 SUV that had a siren installed to get him and his 24/7 security entourage through traffic to vaunt themselves into Le Diplomate, Pruitt's favorite restaurant in Washington D.C. And then there were the two days of partying in Paris en route to Morocco to lobby for Cheniere Energy. A poem to help you remember: Scott Pruitt, of Oklahoma, Evangelical, A bit light on his morals....almost became Attorney General!! but now we have his spiritual brother installed instead: William Barr.

Tonight's Guest WeatherBrain appeared on show 616 in November 2017.  He is a Senior Meteorologist at Cheniere Energy in Houston and a Managing Editor for Space City Weather. Matt Lanza, welcome back to WeatherBrains!  Tonight's Guest Panelist has appeared on the show twice in 2014 and 2015.  She is Vice President of Customer Success of at Athenium Analytics, a risk assessment company that provides weather peril analysis. Cyrene-Marie Arnold, welcome to the show!

One of Bob’s favorite sayings is this: “History doesn’t repeat itself, but it sort of rhymes.” When it comes to financial trends and market behavior, it’s many times more true than most people realize. In this episode, we discuss the similarities today’s market has with the market conditions that existed back in 2009 — and what it could mean for the current big tech stock growth.We also have a big treat for you, our first guest, Adam Johnson. Adam’s newsletter, “Bullseye Brief” is something all three of us subscribe to and read weekly. His insights into what’s happening in the market and how to best leverage it for growth are amazing. His portfolio is up 30% this year already. Stick around, this episode is definitely worth your time.You will want to hear this episode if you are interested in...THE NEWS IN PLAIN SIGHTToday’s bear market turned bull [2:01]Comparing earnings in 1999 to earnings numbers we see today [3:40]OUR FIRST GUEST - Adam JohnsonAdam’s view on the markets - we’re roughly where we should have been had COVID never happened [9:40]Why Adam doesn’t care for gold because he’s about ingenuity and growth [14:26]The base case on the S&P 500 from Adam’s point of view [16:26]THE TIPPING POINTThe rules of investing [18:43]Markets tend to return to the mean, over time [20:42]THE HIDDEN FACTS OF FINANCE6 million trading accounts have been opened recently [24:50]U.S. companies are very involved in China, even its stock market [26:01]Global eCommerce is still only between 22% and 25% of sales [29:01]History doesn’t repeat itself, but it kind of rhymesWhen looking at what’s happening in today’s markets, it’s eerily similar to the 2009-2010 time frame. At the peak of the dot com bubble at that time, tech stocks were 35% of actively traded stocks. Today, big tech is trading even higher at 37%. Today’s S&P 500 is trading at 26X this year’s forward earnings, which is exactly what it was trading at back in September of 2009. And back then, the NASDAQ traded at 35X forward earnings and is trading at that same pace today.What’s the point? We just might want to consider what happened back then, after tech stock prices kept rising and rising. They didn’t stay high. They came tumbling down when the bubble burst. Are there lessons for today’s investors? Listen to hear how overvaluations and tech investing newbies may be leading investors to a similar downturn.Those who don’t know history are destined to repeat itLet’s take TESLA as an example of the craziness going on right now. Its stock is up 525% over the last 12 months and a Bank of America analyst just upgraded it. Chris just had a conversation with a client whose TESLA stock is up 80% but he’s hesitant to take the profits from it for fear it will go even higher and he'll miss out. What he’s failing to realize is that what’s happened to TESLA is not normal market behavior. When the tide goes the other way, it’s not pretty.We can see that investor behavior really hasn’t changed much over the years or through the generations. Millennials are still trading stocks that are up rather than doing the due diligence needed to make wise, long-term investments. It’s not as alluring to buy low because those stocks are not the darlings everybody is talking about. But it’s typically one of the wisest choices to make long-term.If not big tech stocks, then what?Like tech stocks that keep going up (and feel like they will never go down again), the current trends won’t continue to rise. For that reason, we want to be thinking about the next 10 years, not just about today’s trends. Our guest on this episode, Adam Johnson makes it his stock and trade to find the places to put his money that will accomplish growth long term. Currently, Adam’s investing in Biotech, Medtech, and Energy — and he has NO money in the big tech companies. What’s his result been? Admittedly, when COVID first hit, his portfolio was down 30% almost immediately, but it’s recovered completely and appears to be growing even more. Adam also believes that because the demand for oil hasn’t disappeared, coupled with the fact that it takes a very long time to jump-start oil production, we’re set for a recovery in the oil sector. He believes the equilibrium (where oil companies can both make money and can afford to invest in new wells) is somewhere in the $50 per barrel range, so there’s still plenty of room for growth if he’s right. Listen to hear Adam’s insights and to rethink your investing strategy.Resources & People MentionedSee if you qualify for a complimentary financial review from the PaynesThe Jesse Livermore book mentioned by RyanAdam Johnson, founder of Bullseye Brief (get your 45 day trial)Cheniere Energy - one of Adam’s current favoritesEnergy Transfer - another of Adam’s current favoritesRobinHood Trading PlatformConnect With Ryan, Bob, and Chrishttp://PayneCM.comFollow on TwitterFollow on FacebookFollow on LinkedInSubscribe on YouTubeFollow on InstagramSubscribe to Payne Points of WealthOn Apple Podcasts, On Google Podcasts, On Spotify

The oil and natural gas sectors have been reeling from the COVID-19 pandemic and its devastating impact on demand for fuels, and that includes liquefied natural gas. U.S. LNG exports fell from a record high of 8 billion cubic feet a day in January to 3.1 BCF a day in July, prompting some new projects to postpone final investment decisions. Among them was Tellurian, a Houston-based company co-founded in 2016 by a U.S. LNG pioneer, Charif Souki. In this episode of Columbia Energy Exchange, host Bill Loveless is joined by Charif to get his take on this latest challenge for the U.S. LNG sector. After all, he’s seen this business grow from the start, having founded Cheniere Energy, the largest U.S. LNG exporter, back in 1996, before moving on to Tellurian. Bill and Charif talked about the circumstances leading to the decline in LNG trade this year and the outlook for a recovery. Interestingly, Charif acknowledged that he’s been surprised by some developments. They also touched on the fundamental changes in LNG trade, especially involving how the commodity is priced now, as well as on the implications for LNG of the closer scrutiny that natural gas is getting because of its greenhouse gas emissions. Tellurian’s proposed Driftwood LNG project near Lake Charles, Louisiana, would cost more than $27 billion, including pipelines to deliver natural gas to the export facility. The project has all the required permitting to begin construction, but Tellurian has put off a final investment decision until 2021 in light of the market turmoil this year.   Charif is the executive chairman of Tellurian’s board. He also serves on the advisory board of the Center on Global Energy Policy. He received a B.A. from Colgate University and an MBA from Columbia.

Democratic candidate Joe Biden recently announced a $2 trillion climate plan to be implemented over four years if he wins the presidential seat. The plan promises a 100 percent clean energy economy by 2050. A more moderate version of U.S. Rep. Alexandria Ocasio-Cortez’s Green New Deal proposal, the plan eliminates more progressive goals, such as universal healthcare and job guarantees. The Biden plan would need approval by the Senate and House, which after the coming election may or may not be controlled by the Democrats. Biden’s plan comes as the Trump administration continues to roll back environmental regulations that protect public health and the ecosystem — nearly 100 so far since he took office. While the Trump regime is particularly aggressive in its pro-business, anti-people/planet policies, are we really to believe that Biden is going to lead the charge toward meaningful climate action? The main focus of the plan is to reinstate Obama-era programs like the Clean Power Plan and fuel efficiency standards with a commitment to clean energy research and development and rejoining the Paris Agreement. These Obama-era policies fell far short of what is needed to reduce the U.S. contribution of greenhouse gas emissions to levels that will avert a runaway scenario. When you look at what Biden means by “clean energy,” he does not mean solar and wind energy, but is instead referring to nuclear and carbon capture technologies. Nuclear energy has the 3rd highest lifecycle emissions after scrubbed coal-fired plants and natural gas. This is not to mention the catastrophic risk of nuclear reactor failure and waste disposal. And carbon capture technologies actually create more emissions from building the facilities than those facilities can capture. While campaigning, Biden made it clear that he will not end his support for fracking and recently hired Heather Zichal to help mold his climate plan. Zichal served on the board of the natural gas company Cheniere Energy from 2014 to 2018 — hardly an environmentalist position. Read the full article: https://www.liberationnews.org/bidens-climate-plan-tactic-to-win-sanders-supporters-or-something-more/ Buy the book "Climate Solutions Beyond Capitalism" http://store.pslweb.org/Climate-Solutions-Beyond-Capitalism_p_69.html

Danna Tao is the co-founder of Pocket Punch and recent graduate of the University of Texas at Austin. Danna and Katherine discuss her decision to pursue a business major, her experience creating a company while juggling her other coursework and student organizations, and her future plans as she goes on to work for Cheniere Energy as an associate treasury analyst.According to payscale.com, the average salary of a Treasury Analyst is $58,127. However, this number can range greatly depending on the size of the business.You can reach out to Danna through her LinkedIn profile.Instagram - @dannananana

The CSIS Energy & National Security Program is pleased to invite you to a conference on energy investment and infrastructure in Asia.  This conference will feature discussions on shared interests from U.S. and regional leaders in Asia's energy future and energy dynamics across the region, including how the energy trade map is changing.  The conference will include U.S. government, private sector, and other expert views on advances in the electric power sector, possible avenues for regional collaboration with the United States, and opportunities for governments and the private sector to advance developments on the energy agenda. Keynote: U.S. Interests in AsiaSenator Cory Gardner, CO-R; Frank Fannon, U.S Department of StateThe Role of Government Policy and InitiativesGloria Steele, USAID; James Sullivan, International Trade Administration; Takeshi Komoto, Embassy of Japan; Nguyen Dang Trung, Embassy of Vietnam; Arunish Chawla, Embassy of India in the United States​Energy Trends in the RegionDavid Turk, IEA; Clay Nesler, Johnson Controls; Khary Cauthen, Cheniere Energy; Todd Abrajano, Deputy Director (Acting), U.S. Trade and Development Agency; Tommy Joyce, U.S. Department of Energy This event is made possible by general support to CSIS and the CSIS Energy & National Security Program.  

S&C partner Inosi Nyatta speaks to us about her award-winning work for Cheniere Energy on its landmark $6.1 billion term loan, used to expand its Corpus Christi LNG liquefaction export project. Inosi discusses the deal, challenges caused by shifts in the commodities market, the precedent-setting nature of Cheniere's financing structure and much more in the latest episode of the S&C Critical Insights podcast. For more information, visit us at Sullcrom.com

Chris recalls his time as a B-3 Bandit and talks about his journey from Korea, to Hawaii, to New York City, to London, Columbia and Washington DC. We recall the two units in which we served together, the 2nd Engineer Battalion, 2ID and the "Fighting 411th" also nicknamed the "Archie Bunker Brigade." Chris served at a senior level in the Department of Energy and is now a Senior VP of Policy and Government Relations for Cheniere Energy. Chris talks about his family's pain of losing his cousin Lieutenant Emily Perez USMA '05; as well as losing his B-3 Bandit brother Bill Hecker. Chris also tells the story of his plebe year roommate Derrick Wright who sustained a traumatic brain injury while serving for a military contractor; and the inspiring and courageous journey he and his wife Cindy have endured since the event. 

Increased scrutiny of EPA administrator Scott Pruitt has put the spotlight back on a trip he took to Morocco in December to promote liquefied natural gas (LNG). The company that stands to benefit the most from more exports of American LNG is Cheniere Energy, which is controlled by Carl Icahn, an investor close to Trump who helped Pruitt land his job. E&E reporters and editors Evan Lehmann, Robin Bravender, Jean Chemnick and Joel Kirkland unpack the ties. "Pruitt's overseas travel pulls Icahn LNG money into focus" (Energywire, 04/12/2018), by Jenny Mandel and Jean Chemnick: www.eenews.net/stories/1060078837

Charif Souki is an Egyptian-born American businessman who co-founded and was CEO of Cheniere Energy, an oil and gas company specializing in liquefied natural gas. In 2013 he was the highest-paid chief executive officer in the United States. Charif and Lance caught up to talk: moving forward, being fired from the company he founded, supporting Hillary Clinton, and more.

If you ve been out to dinner, drinks, or hung out with friends over the last couple of years, there s a good chance you ve been in more than one conversation about the state of the energy business in Acadiana. Here at Out to Lunch we ve talked about it a lot too. And we ve finally come up with a great idea. What if we talked to people about the energy business who actually know what they re talking about Rick Richard is Chairman of CleanFuel USA, an alternative motor fuel company based in Georgetown, Texas, and President of Empire of the Seed Consultants consulting on energy projects in Southwest Louisiana and the nation at large. Previously, Rick was Chairman, President, and CEO of Columbia Energy Group a 7 billion Fortune 500 Company. In Washington DC, Rick was a legislative assistant for energy issues to U.S. Senator Bennett Johnston, and was appointed by President Ronald Reagan as Commissioner of the Federal Energy Regulatory Commission. Rick is the recipient of the Distinguished Service Medal from the U.S. Secretary of Energy for his role in creating economic opportunities in natural gas markets. And he lives in Lake Charles. Jason French is the Senior Director for Government and Public Affairs at Cheniere Energy. Cheniere is a Houston based energy company primarily engaged in LNG related businesses. In Louisiana Cheniere owns and operates the Sabine Pass LNG terminal, and Creole Trail Pipeline, and between here and Texas they have around 900 full time employees. This conversation about the current and future state of the Acadiana energy industry is guaranteed to surprise you, in a good way. Photos at Cafe Vermilionville by Gwen Aucoin. See omnystudio.com/listener for privacy information.

This week, Greg Zuckerman, author of The Frackers, joins S&A Investor Radio.We start the show with Greg as he highlights how the U.S. will become the largest oil producer in the world inside of three years.He talks about his interviews from his book where he got exclusive access with some of the top shale oil CEO's in the world. People like Aubrey McClendon, the CEO of Chesapeake Energy, Harold Hamm, one of the richest men in America and CEO of Continental Resources, Mike Papa of EOG Resources, and Charif Souki, the CEO of Cheniere Energy ... you won't want to miss this!Greg also mentions the environmental concerns facing the industry and why companies like ExxonMobil and Chevron missed the boat on this game-changing trend.And... Some HUGE news has come out that has basically been swept under the table...Frank uncovers what that BIG news is that could generate massive amounts of returns for investors.

Option Block: Apple Kills Weekly Volatility Trading Block: Alcoa kicking it off after the bell. Apple crushes weekly premium by announcing a late earnings date - 1/27 as opposed to 1/23 like many expected. Many weekly options on the 1/24 cycle were cut in half. Odd Block: Review from Jan 7: Call buyers in Plug Power Inc. (PLUG), puts sellers trade in BlackBerry Ltd (BBRY), calls roll in Cheniere Energy, Inc. (LNG), and calls roll in American Realty Capital Properties (ACRP). Xpress Block: Alex discusses premium harvesting for futures. Mail Block: What do you want to talk about? Tweet from Ziaur Rahman: what would be a good place to learn about options trading? I'm interested in learning the basics on options trading.stock/index futures, then also discount broker to trade. Question from Jack: I know you guys are not tax advisors, and so nothing you say can be taken as certain in any answer to this question.  I am a small time trader, and at the moment cannot afford a CPA with trading expertise in options to do my taxes.  So I am wondering if you can talk about the potential tax consequences of front spreads, especially when used as covered call replacements?  I've had good success with this strategy, and I would like to move it into my margin account this year, instead of just using it in the IRA to avoid the tax headache.  Question from Ian Getz: I'm curious how you find good options related articles on the general internet with such a generic word as "options"? Any tips? Articles on the general internet with such a generic word as "options"? Around the Block: Upcoming Earnings: CITI, GS, and INTC: 1/16, BAC 1/15.

Option Block: Apple Kills Weekly Volatility Trading Block: Alcoa kicking it off after the bell. Apple crushes weekly premium by announcing a late earnings date - 1/27 as opposed to 1/23 like many expected. Many weekly options on the 1/24 cycle were cut in half. Odd Block: Review from Jan 7: Call buyers in Plug Power Inc. (PLUG), puts sellers trade in BlackBerry Ltd (BBRY), calls roll in Cheniere Energy, Inc. (LNG), and calls roll in American Realty Capital Properties (ACRP). Xpress Block: Alex discusses premium harvesting for futures. Mail Block: What do you want to talk about? Tweet from Ziaur Rahman: what would be a good place to learn about options trading? I'm interested in learning the basics on options trading.stock/index futures, then also discount broker to trade. Question from Jack: I know you guys are not tax advisors, and so nothing you say can be taken as certain in any answer to this question.  I am a small time trader, and at the moment cannot afford a CPA with trading expertise in options to do my taxes.  So I am wondering if you can talk about the potential tax consequences of front spreads, especially when used as covered call replacements?  I've had good success with this strategy, and I would like to move it into my margin account this year, instead of just using it in the IRA to avoid the tax headache.  Question from Ian Getz: I'm curious how you find good options related articles on the general internet with such a generic word as "options"? Any tips? Articles on the general internet with such a generic word as "options"? Around the Block: Upcoming Earnings: CITI, GS, and INTC: 1/16, BAC 1/15.

This week Mr Gaskins looks at CastlePoint (CPHL) is a Bermuda holding company organized to provide property and casualty insurance and reinsurance business solutions, products and services primarily to small insurance companies and program underwriting agents in the United States. Tower Group Inc. (TWGP) is the sponsor for Castle's IPOCheniere Energy Partners (CQP) is a limited partnership formed in November 2006 by Cheniere Energy, Inc (LNG) Cheniere Energy Partners has been authorized to list its common units on the American Stock Exchange under the symbol CQP. The partnership will develop, own and operate the Sabine Pass liquefied natural gas receiving terminal under construction in western Cameron Parish, La. Other energy related IPOs so far this year include Duncan Energy Partner (DEP) Legacy Reserve (LGCY) MV Oil Trust (MVO) Targa Resources (NGLS)Glu Mobile (GLUU) is a leading global publisher and developer of more than 100 casual and traditional games for the mobile market based on third-party licensed brands. Competitors include Electronic Arts Inc. (ERTS) and THQ Inc. (THQI)Also hear comments about private equity firm Blackstone's potential IPO. Data on last weeks IPOs are as follows: FCStone Group (FCSX) +30% BigBand Network (BBND) +28% Tongjitang Chinese Medicines (TCM) -2.5%