Podcasts about ConocoPhillips

The main topics we cover today are:1. Wind farm bankruptcies and land reclamation liabilities:  - The transcript discusses the bankruptcy filing of a wind farm in Clay County, Texas, which had 119 wind turbines. The wind farm faced $103 million in hedge-related liabilities exacerbated by Winter Storm Uri in 2021.  - The transcript highlights the broader issue of wind farms not having fully funded land reclamation plans, estimating a potential $89 billion liability across the U.S. wind turbine fleet.  - It calls for reforms, suggesting that wind and solar farms should be required to pay for storage and land reclamation upfront as part of their operating costs.2. California's energy challenges:  - The transcript discusses California's energy quagmire, including skyrocketing electricity prices, frequent blackouts, and a heavy reliance on imported power.  - It highlights California's moratorium on nuclear power and the potential to reopen the state's previously decommissioned nuclear facilities, such as Diablo Canyon, to address the energy crisis.3. ConocoPhillips' asset sale in the Permian Basin:  - The transcript examines ConocoPhillips' reported plans to sell certain assets in the Delaware Basin sub-region of the Permian Basin, valued at around $2 billion.  - It provides insights into the company's strategy to streamline its portfolio and maintain production guidance amid a constrained capital expenditure environment.4. Potential merger and acquisition activity in the Canadian oil sands sector:  - The transcript discusses the anticipation of merger mayhem in the Canadian oil sands sector, driven by record production levels and diversified export destinations.  - It mentions several Canadian oil companies, such as Suncor, Canadian Natural Resources, and Imperial Oil, that are eyeing potential U.S. listings.5. Geopolitical tensions and their impact on oil markets:  - The transcript discusses the potential risk of supply disruptions from Iran and Iraq, which has led oil traders to hedge against this risk.  - It suggests that the market is pricing in a potential risk premium of up to $10 per barrel due to the escalating tensions.6. Challenges faced by hyperscale data centers in securing reliable power:  - The transcript examines the growing electricity demand from hyperscale data centers and the challenges they face in finding adequate and reliable power supply, particularly from renewable sources.  - It questions the feasibility of data centers claiming to be 100% renewable, suggesting that nuclear power may be a necessary component.Based on the analysis, here are the main topics discussed in this transcript:1.Clay County Texas Wind Farm Goes Bankrupt and Leaves Land Reclamation in Question2.California Needs to End Its Outdated Nuclear Power Plant Moratorium to Survive3.ConocoPhillips Considers Selling Permian Assets Worth $2 Billion: Implications for Investors and the Permian Basin's Future4.Canada's Oil Sands Set Up for Merger Mayhem after Busy 20255.Trump 2.0's Grand Strategy Against China Is Slowly But Surely Coming Together6.Why Are Oil Traders Rushing to Hedge Iran Risk After a Wild Start to 20267.Power‑Hungry, Grid‑Locked : Where Hyperscalers Go To Find Their Next MegawattsThank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

On today's Morning Edition, ConocoPhillips on the North Slope have voted to unionize. We'll bring you the details on what's been discussed. Plus, get ready for some summer fun and music headed our way. The Sundown Summer series of concerts is set for five weekends of music and fun instaed of just one this year. We'll tell you why and what you can expect.

Los futuros de los índices de Wall Street oscilaban tras una venta masiva en tecnológicas impulsada por la IA. Las primas de los bonos del Tesoro de EE.UU. subían mientras los inversionistas esperaban los datos clave del IPC; ConocoPhillips y otras energéticas están en conversaciones con la presidenta interina de Venezuela, Delcy Rodríguez, para recuperar pérdidas tras la nacionalización del sector petrolero; y Gonzalo Soto, reportero de Bloomberg News en Ciudad de México, nos cuenta qué está pasando y por qué las empresas están evitando los tribunales y recurriendo al arbitraje tras la reforma judicial.Newsletter Cinco cosas: bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Ivana Bargues, Paola Vega Torre y Stephen WicarySee omnystudio.com/listener for privacy information.

APAC stocks were mostly lower following the continued tech selling stateside and flip-flopping regarding US-Iran talks, while commodities were pressured overnight with silver prices dropping by a double-digit percentage.Earnings saw Alphabet shares fall 2.0%, ARM Holdings slip 8.6%, and Qualcomm slump 10.3% after market.US President Trump said not much doubt that interest rates will be lowered and thinks that Warsh wants to cut rates anyway.US BLS rescheduled the January employment report for Feb. 11th, while it rescheduled December job openings and labour turnover report for February 5th, and rescheduled January CPI to February 13th.Looking ahead, highlights include German Factory Orders (Dec), EZ Retail Sales (Dec), US Challenger (Jan), Weekly/Continuing Jobless Claims, Revelio PLS, ECB Announcement, BoE Announcement & MPR, Banxico Announcement, CNB Announcement. Speakers include BoE's Bailey, ECB's Lagarde, Fed's Bostic, BoC's Macklem & RBA's Bullock. Supply from Spain & France.Earnings from Amazon, Strategy, Roblox, Reddit, Bloom Energy, ConocoPhillips, Bristol Myers Squibb, Barrick Mining, Cigna, Linde, Shell, Unilever & UniCredit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are broadly on the backfoot; US equity futures mixed, but the NQ outperforms, as chip names benefit from Alphabet boosting AI spending.DXY is mildly firmer, with G10s lower to varying degrees; Aussie hampered by pressure in metals, GBP lags into BoE.Fixed income benchmarks are mixed; USTs incrementally firmer, whilst Gilts underperform on political woes.Crude benchmarks slip with US-Iran meeting confirmed, Spot gold moves lower, silver -10.5%.Looking ahead, highlights include US Challenger (Jan), Weekly/Continuing Jobless Claims, Revelio PLS, ECB Announcement, BoE Announcement & MPR, Banxico Announcement, CNB Announcement. Speakers include BoE's Bailey, ECB's Lagarde, Fed's Bostic, BoC's Macklem & RBA's Bullock.Earnings from Amazon, Strategy, Roblox, Reddit, Bloom Energy, ConocoPhillips, Bristol Myers Squibb, Barrick Mining, Cigna.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Leaders of the North Slope village of Nuiqsut sued the U.S. Department of Interior on January 28, for canceling a key subsistence protection for a development project, as The Alaska Desk’s Alena Naiden from our flagship station KNBA reports. About a year ago, the U.S. Bureau of Land Management issued an agreement with Nuiqsut leaders that prohibited oil and gas development around Teshekpuk Lake, which is located in the northeastern corner of the National Petroleum Reserve-Alaska. The goal was to mitigate the harm that the ConocoPhillips' Willow project would have on caribou – a crucial subsistence resource for Nuiqsut residents. But last month, the Department of the Interior, which oversees BLM, canceled that agreement, saying it was improperly issued in the first place. In turn, Nuiqsut's leadership filed the lawsuit in the U.S. District Court for the District of Columbia, arguing that the cancellation was illegal. “We’re fighting to protect the area and think about the caribou.” George Tuukaq Sielak is the president of Nuiqsut's Kuukpik Corporation. He says the cancellation was disappointing and damaged the trust of Nuiqsut residents. “By pulling that right of way off, I mean, it’s just like throwing us away.” Department of Interior officials declined to comment, citing the pending litigation. When BLM approved the controversial Willow project in 2023, one condition was mitigating the harm on Teshekpuk Lake – a key habitat for the Teshekpuk Caribou Herd. And BLM signed a right-of-way agreement with Nuiqsut to meet that condition. That conservation measure was backed by the law that directs the Department of Interior to conduct oil and gas leasing in the reserve. The law also requires “maximum protection” for Teshekpuk Lake and other significant subsistence areas. M Sielak, with Kuupik Corporation, says that Nuiqsut residents are careful when they consider development projects so close to their home, but the promise of additional protections for caribou helped more residents to get on board with Willow. “We will support development in our area, as long as we work together to balance, such as what we’re doing here with a right of way.” But the Department of the Interior said that the federal law does not authorize such conservation measures when it canceled the right-of-way agreement. The department also said in its cancellation letter that right-of-way agreements are usually used to allow oil and gas activities, not prohibit them, and that the primary goal of the law regulating the reserve is to support oil and gas leasing, while subsistence protections come second. The department indicated that they expect to hold lease sales this winter, which may include the area around Teshekpuk lake. Nuiqsut leadership say they might consider legal avenues – like seeking injunctive relief – to protect the area, but no decision has been made yet. A moonson sunset at Massai Point inside Chiricahua National Monument in southeastern Arizona. (Photo: Ron Stewart / National Park Service) A bipartisan bill on Capitol Hill is looking to turn one of Arizona's federal monuments into the state's fourth national park behind Saguaro, the Petrified Forest, and the Grand Canyon. KJZZ's Gabriel Pietrorazio has details. Established in 1924 by President Calvin Coolidge, Chiricahua National Monument is known by many as the “Wonderland of Rocks”. From Geronimo to Cochise, this land is also steeped in Apache history, something the San Carlos Apache Tribe and neighboring Mescalero Apache Tribe in New Mexico, want to see permanently protected. The effort is being led by U.S. Sens. Mark Kelly and Ruben Gallego (D-AZ) and U.S. Rep. Juan Ciscomani (R-AZ) in the House. If passed, Arizona would tie fourth-overall with Colorado – behind Utah, Alaska, and California – for states with the most national parks. Yurok Chairman Joseph L James speaks at the 3rd Annual MMIP Tribal Policy Summit. (Courtesy Yurok Tribe / Facebook) California tribes are gathering this week for the Missing and Murdered Indigenous People (MMIP) Tribal Policy Summit. The annual summit in its fourth year and is expected to draw tribal leaders, lawmakers, advocates, and victims' families. The theme is justice, healing, sovereignty, and solutions to the MMIP crisis. Two proposed pieces of legislation will be discussed: a bill to establish a MMIP Justice Program within the state justice department – and a bill to establish a Tribal Foster Care Prevention Program to prevent Indigenous children from entering the child welfare system, which advocates say is a MMIP pathway. The event is taking place Tuesday and Wednesday at the Hard Rock Hotel and Casino Sacramento. Get National Native News delivered to your inbox daily. Sign up for our daily newsletter today. Download our NV1 Android or iOs App for breaking news alerts. Check out the latest episode of Native America Calling Monday, February 2, 2026 – Native Americans are compelled to respond to indiscriminate ICE pressure

Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, sigue de cerca los escenarios de Walt Disney, Palantir, Oracle, Nvidia, Ford, ConocoPhillips, Devon Energy y Strategy.

Using off-the-shelf tech to convert methane, CO2 emissions, and waste into carbon-negative fuels and green chemicals like methanol and ammonia.

Part 1 of this essay was published by rediff.com at https://www.rediff.com/news/column/rajeev-srinivasan-trumps-huge-venezuela-gamble/20260114.htmPart 2 of this essay was published by rediff.com at https://www.rediff.com/news/column/rajeev-srinivasan-was-maduros-capture-a-warning-shot-to-china/20260124.htmIt is hard to judge whether the US regime-change operation in Venezuela is a stroke of genius or an act of pure recklessness. This is completely orthogonal to the questions of morality and legality involved in such, well, coups, to put it bluntly. The real issue at hand is twofold: why did they do it? And what is the long-term fallout from it?I consider several perspectives below: the moral/legal angle, the alleged oil bonanza, the alleged drug trafficking, geo-politics and geo-economics. In sum, I am inclined to believe that the Venezuela adventure may not be an indication of American strength, alas, but rather of American weakness. To someone like me who is deeply supportive of the US (especially in opposition to China, the G2 condominium notwithstanding), this is a disheartening conclusion.The morality and legality angleLet us summarily dispose of the entire morality-legality question. At the end of the day, international relations, despite flowery marketing language, is essentially Chanakyan matsya-nyaya, i.e. the big fish eat the little fish, the law of the jungle. Might is right, and that's just the way realpolitik is, let us accept that and move on. The United Nations and the so-called ‘liberal rules-based international order' are syntactic sugar hiding this bitter fact of life. There are a few implications for the little or medium-sized fish: deter the big fish. 1. Bulk up, build up your military and economic strength, including your ability to produce lots of military hardware, 2. Build your economic leverage, so that you are an indispensable trading partner nobody can afford to alienate, 3. Build a nuclear arsenal.This last is significant. Let us consider all the recent (and near-future) invasions by big fish. Iraq. Libya. Iran. Panama. Vietnam. Afghanistan. Ukraine. And soon, alas, Taiwan. Ok, I may have missed some here, but none of them have nukes. If you have working nuclear weapons, and the means to deliver them (such as nuclear-capable missiles, submarines lurking in the ocean depths with nuclear warheads), then it is risky for the invading big fish. No big fish likes body bags, and they certainly don't like mushroom clouds over their cities.In addition, there was the stunning silence from the European Union and Britain, which have been moralizing to everybody about how wicked it was for Russia to invade Ukraine. No clutching pearls this time, eh, Eurocrats in Brussels? In fact, EU leaders were positively ecstatic about Trump's intervention in Venezuela. It is indeed the end of the European century.Ditto with the United Nations, which, by the way, is pretty much on its last legs so far as I can tell: on 7th January President Trump exited 31 UN agencies and a grand total of 66 multilateral entities.This of course hurts the UN's budget, not to mention its relevance.In January the US will formally exit the Paris Climate Agreement and the WHO, and it has already exited the UNHRC, UNESCO, and UNRWA. The newly announced exits include the UN Framework Convention on Climate Change, the Intergovernmental Panel on Climate Change, the UN Women's Fund, the UN Population Fund, the International Solar Alliance, the International Renewable Energy Alliance, and so on.All this fits in with the ‘Fortress America' part of the National Security Strategy, which I wrote about at some length recently. In my opinion, it is not in the US' long-term interests. The post-WW II “liberal, rules-based international order” with America as its center was good for the US, and its precipitous end will erode pre-eminence, Manifest Destiny notwithstanding. The problem is that the dollar, sanctions, SWIFT and US Treasury debt are losing their clout. Pax Americana too.Summary: Nobody is bothered about morality or legality.The oil colony: is it for real?It could be argued that the unabashed Trump statements about Venezuela's oil are exactly like the British and other European colonization of many lands in the 19th century. It can be summarized as: “we have the guns, we're going to take your butter”. That may well be true, although it is not discussed in genteel circles, where they pretend the Euros were on an, um… civilizing mission.Trump, to his credit, makes no bones about it: he says in so many words that he will henceforth consider Venezuela's oil to be his, and that it will be used for the benefit of both Venezuelans and Americans. To be honest, there is some rationale behind this: the infamous Resource Curse, where resource-rich countries end up with the riches being grabbed by both foreigners and kleptocratic local elites, and miserable citizens get virtually nothing.I am not quite sure how Arab OPEC countries managed to keep their money, and spend it on their own nationals: possibly because their populations were low, and they were used to authoritarian rulers anyway. The same with Norway. But the Resource Curse is a fairly universal phenomenon. I bet the global money managers are laughing all the way to the bank.When I first went to the US in the late 1970s, I had a graduate student friend, a woman from Venezuela. She was there on a generous scholarship funded by oil revenues, just like the Iranians who had studied with me in India. At least some of the money was going to actual citizens, and wasn't disappearing into tax havens. I guess socialism did Venezuela in over decades, as we have seen in West Bengal and Kerala.The country's finances are an absolute mess, through years of economic collapse, US sanctions, and a sovereign default in 2017. There are enormous debts owed by Venezuela to foreign investors, add up to more than $150 billion, or twice GDP; this includes interest, penalties for default, and arbitration awards for the expropriation (nationalization) of oil infrastructure. Venezuelan assets abroad (e.g. the CITGO oil retailer) are at risk.So far as I can tell, the country owes the following:* Bond default in 2017 (sovereign and state oil company PDVSA bonds): face value $60 billion, now up to $100 billion with accrued interest and penalties. Owed mostly to international asset managers such as Fidelity, Greylock, T Rowe Price (often US based)* Oil-backed loans of about $15 billion, to be paid off in oil shipments (China and Russia)* Arbitration awards often based on nationalization/expropriation of (especially oil-related) assets: around $30 billion (US and Canada based creditors such as ConocoPhillips and Crystallex owed around $8-10 billion)This means there's a lot of issues that needs to be settled before Venezuela becomes a normal and substantial player in the world oil market. Besides, despite the exertions of Chevron, an American oil major that still has operations in Venezuela, I don't think it will be easy to ramp up production there, which has collapsed due to a variety of factors, including the non-availability of naphtha to make the very viscous, heavy crude from the Orinoco Belt more easily transportable.It is said, however, that a number of US refineries can indeed handle this heavy crude (incidentally Indian refineries such as Reliance's Jamnagar can as well) and so, over time, the oil will begin to flow, although it is going to cost quite a bit to get there. Their production was of the order of 3.5 million barrels per day in the 2010s, but it has fallen to about 1.1 million barrels now, as the result of infrastructure decay, mismanagement, corruption, and US sanctions.I have read estimates that it might take as much as $180 billion in investments over the next 10-15 years to bring Venezuela back online at scale. This means that any dreams of the US tapping Venezuela's vast oil reserves any time soon are unrealistic. Besides, that could lead to an oil glut, depressing global prices even below the current $50-60 levels, which has the side effect of making America's own shale-based oil production unviable.There is one good outcome, though: for neighboring Guyana. Venezuela had been threatening to go to war over Guyana's oil fields. Given that Guyana has a large Indian origin population, I am glad that at least some diaspora people are becoming oil rich. But then again, Trump may feel free to claim their oil too, who knows?All this suggests that, despite all the talk of seizing the largest oil reserves in the world, this is not the real reason behind the regime change.Summary: The oil issue is overblown, and nothing dramatic will happen short-term.What about the drug-running?There was a lot of noise about how Venezuelan gangs pushing drugs in the US was a major threat, and how that needs to be taken care of. However, on closer scrutiny, Venezuela is not a major producer of cocaine (production is almost entirely in Colombia, with smaller amounts from Peru and Bolivia). It serves as a minor transit country for some cocaine, mostly headed to Europe or the Caribbean rather than directly to the streets of America.Data from the UNODC (UN Office on Drugs and Crime) and the US DEA (Drug Enforcement Agency) show no significant direct sea routes from Venezuela to the US; the only known direct route is limited air trafficking.DEA reports (including the 2025 National Drug Threat Assessment) and UNODC (World Drug Report 2025) consistently show Colombia as the overwhelming source of cocaine entering the US (around 84%+ of samples). Venezuela ranks low in direct contributions, with most US-bound cocaine transiting through Mexico/Central America via Pacific routes.Fentanyl trafficking into the United States follows a distinct supply chain, very different from plant-based drugs like cocaine. The overwhelming consensus from US authorities is that Mexico is the primary source of finished illicit fentanyl reaching the US, while China remains the main origin for the precursor chemicals needed to produce it.The fentanyl crisis is overwhelmingly a China to Mexico to US southwest border pipeline not linked to Venezuela or South America in any substantial way, per DEA, State Department, and congressional reporting.Summary: The talk about Venezuela's drug-running is a smoke-screen.Is it geopolitics then?The most interesting thing about the extraction of former Venezuelan President Maduro was not the dramatic flair with which it was done, though that was indeed very Youtube-ready. The helicopter gunships, the silenced air defences, the Cuban bodyguard eliminated (by a sonic weapon?): all the elements of a pretty exciting Hollywood film. I'm sure one is coming up soon.What was even more interesting, though, was that a delegation from the Chinese Communist Party had met him just a few hours before. China has been rather chummy with a fellow-socialist, and has been a good customer as an oil buyer. The fact that Maduro was extricated while the Chinese were still in Venezuela was a warning shot: besides, it suggests that they had no clue what was going to happenIn effect, it was a slap on the face of China, and it goes back to my belief that the US is investing in a G2 condominium with them. Stick and carrot, maybe? Collaborate in general in the spheres of influence concept, but hey, you better keep out of my sphere, ok? As I said earlier, China has made serious inroads into Latin America, which the US may now be hinting is simply not ok: stay in your lane, Xi! In simple terms, China will no longer have access to Venezuelan oil.The prognosis is grim: Russia and the EU are mired in the Ukraine mess, China is rampant (certainly in Asia, with their declared intent of invading Taiwan by 2027), the QUAD is more or less defunct. Trump refused to support Japanese premier Takaichi Sanae when she was bullied by the Chinese over her remark that if Taiwan were to be attacked by China, this would create a survival-threatening situation for Japan, which is literally true as Taiwan is only 70 miles away.Parenthetically, India has also realized the same about the US – that it is on its own – after what was quite likely a US-supported regime-change operation in Bangladesh has put the Hindu minority there in real danger of genocide and ethnic cleansing, with daily incidents of burning alive, murder, rape and abduction and threats of capturing Indian territory.The emerging situation in Iran is also likely to be a blow to China: they would lose one more source of cheap oil. But then, they do have buyer power: in other words, major oil producers do have to sell their stuff to somebody, and as China demonstrated in the case of soybeans from the US, its refusal to buy the stuff has severe consequences for the seller.So it is true that the US and China in general have to respect each other and trade with each other. This is perfectly feasible under the G2 condominium, the principal role of which is to give each of them a ‘playpen' if you will, and prevent a new power, e.g. India, from forcing its way into a G3. It appears they both are applying the Thucydides Trap to India.The US is still ahead of China in the geopolitical game, but if it continues to burn its bridges with its erstwhile allies and partners (such as the EU and Quad members) it will accelerate its relative decline. This is hardly the time to alienate potential partners, especially now that a belligerent NATO has pushed a reluctant Russia into the dhritarashtra-alinganam of China.Unfortunately, in geo-politics America is becoming less exceptional, and Henry Kissinger's quip that “it is dangerous to be America's enemy, but fatal to be its friend” is taking on a new urgency. The action in Venezuela (and possibly in Cuba before long) does not encourage other nations to look to the US for partnerships.Summary: The geopolitical fallout is not particularly good for America's image as an ally.It may well be economics, and a desperate fin-de-siecle lungeThe final issue is that of economics and economic history. Over the past several centuries, we have seen how those countries that hold the global reserve currency have prospered and have been financial hegemons to begin with, based on some substantial competitive advantage, but then a strange malady (“the Dutch disease”) sets in, and over time their financial clout diminishes, until at one point they become major debtors and then, they become irrelevant.This has happened several times in the past 800 or so years, and the patterns are strikingly similar, so there is a fair chance that it is happening again. The countries in question are:* Spain in the 16th century onwards* The Netherlands in the 17th century onwards* Britain in the 19th century onwards* And alas, the US in the 20th century onwardsNow, I would dearly wish the US could avoid this vicious cycle, partly because it is a continent-sized nation with immense resources, but I believe that economic profligacy, wasting money on unnecessary things like wars, and complacency fostered by easy money is leading to a mountain of debt, which usually is a bad place to be in. In each of these European examples, initial success inevitably led to collapse. I hope the US can avoid this fate, especially as warnings have been sounded for some time by experts such as Ray Dalio.Great economic powers, particularly those issuing the world's primary reserve currency, tend to follow a recurring historical cycle of rise, peak dominance, gradual (or sometimes rapid) decline, loss of competitiveness, mounting debt burdens, and eventual marginalization on the global stage. This pattern has repeated over the last 500+ years.The archetypal cycle often unfolds in phases:* Rise and dominance: Because of strong education, innovation, productivity, trade dominance, military power, and financial innovation create a virtuous cycle (this is the model that I have in mind of the US. But there is a second model: colonial loot. Spain stole trillions from Latin America, Britain from India. This too leads to (unearned) privilege). This leads to the currency becoming the preferred global medium for trade, reserves, and debt denomination.* Peak and overextension: Success breeds complacency, wealth inequality widens, debt accumulates (often to fund wars, welfare, or consumption), and costs rise relative to competitors. Besides, there is a form of the Resource Curse: the colonial loot or digging things out from a hole in a ground is so easy that all other industries wither away and die. We see this in Kerala today: remittances are easy money, so everybody wants to go to the Persian Gulf (skilled and unskilled labor) or Europe (nurses). Maybe the generativeAI bubble falls into the same category: the money is too easy.* Decline in competitiveness: Education and innovation lag, unit labor costs rise, trade shares erode, and emerging rivals catch up or surpass in productivity and technology. Too much by way of wokeness, social justice and related illnesses means the smart ones leave, and the dumb ones keep congratulating each other. Ruchir Sharma just wrote in the Financial Times about how the continuing exodus of skilled Indians is a big negative.* Debt buildup and financial strain: The “exorbitant privilege” of reserve status allows cheap borrowing, encouraging more debt. Deficits grow, and the currency is printed or devalued to manage burdens. Print, baby, print. But one day you have to pay the piper.* Marginalization: Confidence erodes (via inflation, devaluations, defaults, or crises), foreigners reduce holdings, and a new power's currency gains primacy. The reserve status lingers due to network effects and habit, but the issuing power loses geopolitical and economic centrality.Spain had its colonies in the Americas from which it extracted enormous amounts of gold and silver; the Dutch started the Amsterdam stock exchange and stepped into the vacuum of finance when Spain faltered; the British outcompeted the Dutch in colonization and in industrialization and defeated them in wars; and the US took over when Britain lost its colonies and had nowhere to dump its goods, and was in debt for its spending in World Wars I and II.Some of the symptoms of the “Dutch disease” are showing in the US: enormous debt, wars that have no clear benefit to the nation, loss of manufacturing, geopolitical challenges, loss of competitiveness and brand superiority in industry after industry.US investors are quietly moving their funds to other countries, while foreigners are quietly moving their money out of US treasuries (e.g. China has reduced its holdings from a high of $1.3 trillion in 2013 to $688 billion now) and into gold, the BRICS group is creating an alternative currency and a non-SWIFT settlement mechanism, and many countries are trading with each other bilaterally in local currencies. De-dollarization is a little far off but no longer implausible.Now, as a big supporter of the US, I do hope the dollar will continue to be supreme, but I am beginning to have my doubts. I have had faith in the US and its ability to re-invent itself on the brains of its immigrants, but I wonder if a post-MAGA US will be the beacon, the “City on the Hill”, “Give me your tired, your poor/Your huddled masses yearning to breathe free”. Maybe not any more. Perhaps cyclical decline, and the rot, are already too deep.This, in my opinion, is the real reason for Trump's little adventure in Venezuela: to be relevant in global finance for a little longer. The petrodollar has been the lifeline allowing the US to run substantial deficits for a long time. Because all transactions for oil have traditionally been mandated to be in dollars, there has been constant demand for the dollar, despite the loss of manufacturing (in other words, nobody needs dollars to buy US goods except a few like weapons, aircraft, and Big Tech software). But everybody needs it to buy oil.Trump is ensuring that Venezuela's giant oil reserves (the largest in the world) will now be sold in dollars, contrary to Maduro's plans to trade in yuan. This is deja vu: when Iraq's President Saddam Hussein planned to trade his oil in Euros in 2000, he found himself deposed. When Libya's President Muammar Gaddafi planned to trade his oil in a new currency called the ‘gold dinar' around 2009, he found himself deposed. Coincidence? Perhaps.This is why I have had the feeling that the Venezuela adventure does not show American strength, but rather American weakness. The dollar is in trouble, and thus the US welfare state. This is an attempt to shore it up.Summary: The real rationale behind the Venezuela regime-change is to ensure that de-dollarization is postponed at least for a while.3450 words, Jan 12, 2026. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

This week on The Necessary Conversation, we cover one of the most disturbing weeks yet — from the killing of a U.S. citizen by an ICE agent in Minnesota, to mass protests and bloodshed in Iran, to Trump openly floating military action against Greenland and claiming that the only thing that can stop him is his own mind.Are we watching the normalization of authoritarian power in real time?

Trump em seu segundo mandato está mais soltinho do que nunca. Só que as coisas são bem mais complicadas do que nos tempos de O Aprendiz!FONTES QUE EMBASAM O EPISÓDIO:Financial Times: US oil giant ExxonMobil tells Donald Trump Venezuela is ‘uninvestible' - https://www.ft.com/content/4c21c031-443e-4834-a7a6-3dd59672b54e?utm_social_post_id=647850013&utm_social_handle_id=18949452 Forbes: Bessent admits major oil companies aren't interested in Venezuela - https://www.forbes.com/sites/saradorn/2026/01/08/bessent-admits-major-oil-companies-arent-interested-in-venezuela/?utm_campaign=forbes&utm_medium=social&utm_source=twitter&utm_term=se-breaking X, Acyn: Exxon CEO: If you look at the commercial constructs, frameworks in place in Venezuela today, it's uninvestable - https://x.com/Acyn/status/2009726761399963889?s=20 Bloomberg: OPEC+ sticks with plan to keep oil flow steady amid turmoil - https://www.bloomberg.com/news/articles/2026-01-04/opec-sticks-with-plan-to-keep-oil-supply-steady-delegates-say NovaCana: Produção mensal de petróleo no Brasil supera 4 milhões de barris por dia, em média, pela primeira vez - https://www.novacana.com/noticias/producao-mensal-petroleo-brasil-supera-4-mi-barris-dia-media-primeira-vez-031225 X, Acyn: Trump on venezuelan oil - https://x.com/Acyn/status/2009727185708310602 X, Jack Prandelli: White House venezuelan oil meeting rough for ConocoPhillips - https://x.com/jackprandelli/status/2009766190818963781 Bloomberg: More than 1000 companies are suing Trump over his tariffs - https://www.bloomberg.com/news/features/2026-01-07/trump-tariffs-face-supreme-court-with-1-000-firms-seeking-refunds X, Autism Capital: Zuckerberg caught on a hot mic: "I wasn't ready to do our announcement. I wasn't sure what number you wanted to go with." - https://x.com/AutismCapital/status/1964029070142066999?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1964029070142066999%7Ctwgr%5E945c3b03758162b95252b5f7bdcd962126514fff%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.pcmag.com%2Fnews%2Fzuckerberg-caught-in-revealing-hot-mic-moment-during-white-house-dinner 

Never has so much been misunderstood by so many. In this episode, we break down what President Trump is actually doing in Venezuela—and why claims of “war” completely miss the point. From legally enforced sanctions and naval blockades to collapsing Venezuelan oil production and China's growing energy crisis, this may be one of the most consequential geopolitical maneuvers of our lifetime. This isn't regime change by bombs. It's power through courts, sanctions, energy leverage, and economic reality—executed entirely within the law. Is Trump building his own version of OPEC? Is China being economically cornered? And why does Venezuela suddenly have no choice but to comply? This is next-level strategy—and almost nobody is explaining it correctly.

With Venezuelan oil back in the spotlight, should you buy Exxon, Chevron, or ConocoPhillips? (0:15) - Will 2026 Be A Big Year For The Oil Industry? (4:40) - Tracey's Top Picks To Keep On Your Radar (21:50) - Episode Roundup: XOM, CVX, COP, SLB

De Europese Commissie reageert vooralsnog terughoudend op de Amerikaanse arrestatie van de Venezolaanse president Maduro en vermijdt een expliciete veroordeling. Het optreden van de VS in Venezuela roept in Europa zorgen op over respect voor soevereiniteit, ook met het oog op Groenland. Europese leiders wijzen Amerikaanse claims op Groenland af en benadrukken dat het eiland niet te koop is. Onze correspondent in Brussel Daan Ballegeer vertelt je over de worsteling van de EU met de stappen van Trump. Lees: EU worstelt met Trumps actie in Venezuela, zorgen om Groenland Aandelenbeleggers hebben een goed gevoel over de kansen voor Amerikaanse olieconcerns in Venezuela. De koersen van oliebedrijven ExxonMobil, ConocoPhillips en Chevron schoten maandag omhoog. Beleggers anticiperen op een terugkeer van de bedrijven in het land, met de grootste oliereserves ter wereld. Van deze drie is alleen Chevron nu actief in Venezuela. Toch blijft het politieke risico en de dikke Venezolaanse olie is lastig en duur om te winnen, vertelt beursredacteur Marcel de Boer. Lees: Beleggers dromen over Venezolaanse olievoorraad, koersen oliebedrijven schieten omhoog Cybercriminaliteit kan in 2026 tot serieuze maatschappelijke ontwrichting leiden. Daarvoor waarschuwt het hoofd operatiën cyber van de landelijke politie in een interview met het FD. Het gaat om verstoringen van overheidsdiensten tot kritieke infrastructuur en van telecomdiensten tot toeleveringsketens. Redacteur Rutger Betlem vertelt waar het cyberteam precies voor waarschuwt. Lees: Kans op ernstige ontwrichting door cybercrime groeit: ‘Behandel het als een liquidatie’ Redactie en montage: Sophia Wouda & Nelleke van der Heiden Presentatie: Nelleke van der Heiden See omnystudio.com/listener for privacy information.

La detención de Nicolás Maduro por parte de las autoridades estadounidenses abre un nuevo escenario de grandes oportunidades para las compañías petroleras internacionales. El país sudamericano posee las mayores reservas probadas de crudo del mundo, y su futura reconstrucción económica convertiría al sector energético en una pieza clave. En este contexto, el expresidente Donald Trump ha afirmado que ha solicitado a la nueva líder venezolana, Delcy Rodríguez, acceso total a los recursos petrolíferos del país, según declaró a periodistas a bordo del Air Force One. Este nuevo panorama permitiría la entrada de numerosas compañías extranjeras, aunque algunas ya operan en Venezuela. Entre ellas destaca Chevron, la única petrolera estadounidense que ha mantenido la autorización para extraer crudo venezolano a pesar de las duras sanciones impuestas en los últimos años. La razón de esta excepción se remonta a 2007, cuando el entonces presidente Hugo Chávez obligó a las petroleras extranjeras a convertir sus proyectos en empresas mixtas con PDVSA como socio mayoritario, reteniendo el 60 % de la propiedad. Mientras compañías como ConocoPhillips y Exxon rechazaron estas condiciones y abandonaron el país, Chevron las aceptó, lo que le permitió seguir operando y obtener importantes beneficios, especialmente entre los años 2000 y 2014, cuando Venezuela llegó a representar entre el 10 y el 20 % de sus ingresos globales. Con un posible levantamiento de sanciones y la promesa de garantías por parte de la Administración Trump, se abre la puerta para el regreso de grandes petroleras al país. Aunque la inversión inicial sería elevada debido al deterioro de infraestructuras y plantas petrolíferas, el potencial a largo plazo resulta altamente atractivo. Según Fox News, el Gobierno estadounidense ha asegurado a los ejecutivos del sector que podrán recuperar sus activos si deciden reinvertir en Venezuela. Este escenario beneficiaría especialmente a ConocoPhillips y Exxon, ya que los tribunales internacionales de arbitraje han determinado que el Estado venezolano les adeuda 10.000 millones y 1.000 millones de dólares respectivamente. El regreso al país podría permitirles recuperar esas pérdidas y volver a posicionarse en un mercado estratégico para el futuro energético global.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Trump is showing the world how green energy doesn’t work, plus it also shows the environmentalist really don’t care about the environment. The people are waking up to the fact that the [CB] have been robbing us of our money. Trump’s economy is taking off. The [DS] is being exposed, the people are now seeing the criminal syndicate system, it is one tyrannical money laundering system. The people have been funding our destruction. The [DS] hunted Trump and now Trump is hunting them. The difference is that the [DS] have committed the crimes and the investigations will show their criminal acts. We are in the process of fighting the 2nd American revolution. Economy  (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/2006870301041467482?s=20   improved across every US region last month to their highest levels of 2025. The West posted the largest increase, followed by the South, the nation's largest home-selling region. As a result, the Pending Home Sales Index is up to 79.2 points, the highest since February 2023. Homebuyer activity is regaining traction. https://twitter.com/elonmusk/status/2006832536257966286?s=20   need to cut fraud https://twitter.com/CynicalPublius/status/2006750062844534872?s=20  greatly eliminates fraud, waste and abuse; -or- (ii) Middle-class taxpayers decide enough is enough and they too stop following the rules. Door (i) = prosperity. Door (ii) = anarchy. https://twitter.com/elonmusk/status/2006833536335327501?s=20 https://twitter.com/QuantusInsights/status/2006036670680912007?s=20   overseas buying. This is strong, confidence-driven allocation by sophisticated investors looking 12–24 months ahead. When stocks, Treasuries and corporate bonds all see heavy inflows together, the data quietly signals: • U.S. growth looks resilient (no recession on the horizon) • American institutions remain solid • Global alternatives don't measure up A rare combination that points to a strong setup for the U.S. economy. https://twitter.com/howardlutnick/status/2006867104272961854?s=20  positions across industries and our nation. This new growth will employ millions of workers in great, high-paying jobs. The era of non-productive jobs fueled by DEI bureaucracy and corporate performative politics is over. Those who want to work and build America will be rewarded. Great positions and opportunities will be plentiful. The time is now to Make America Great Again. To the amazing success of America and the American worker in 2026!! Political/Rights   the Country, including Tim Waltz, Gavin Newscum, for who is going to lead the Democrats to their future defeat. Clooney got more publicity for politics than he did for his very few, and totally mediocre, movies. He wasn't a movie star at all, he was just an average guy who complained, constantly, about common sense in politics. MAKE AMERICA GREAT AGAIN! https://twitter.com/RichardGrenell/status/2006739373346226506?s=20  quickly. It's unverified gossip that is embraced by News Editors. I see it everyday with the Trump Kennedy Center. Fake news repeated over and over without a single reporter calling to verify the information they are repeating. DOGE https://twitter.com/EricLDaugh/status/2006843983016960428?s=20 “This is deeply morally WRONG.” “Why is it right for someone who escaped tyranny in other countries and happens to live in SF to pay ‘reparations’ for something they had nothing to do with?”  “California didn’t even have slaves!” Geopolitical More Than 1,000 Cars Burned in France, as New Years' Eve ‘Celebrations' in Europe Turn Into a ‘Fireworks War' Between Migrants and Police (VIDEOS)  Cars burning on NYE: Macron is presiding over the destruction of France. The suicidal policy of unchecked mass migration is takings its toll on the European nations. Among the multiple problems, there's the fact that the New Years ‘celebrations' have turned into an excuse for violent migrants to attack police, firefighters and commons citizens with fireworks, turning it into a war. https://twitter.com/visegrad24/status/2006763220258926726?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2006763220258926726%7Ctwgr%5E6f5fbf697d1dedb8ea125a1a961ff7b248f5d362%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fmore-than-1000-cars-burned-france-as-new%2F https://twitter.com/RMXnews/status/2006884531585024201?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2006884531585024201%7Ctwgr%5E6f5fbf697d1dedb8ea125a1a961ff7b248f5d362%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fmore-than-1000-cars-burned-france-as-new%2F Source: thegatewaypundit.com https://twitter.com/visegrad24/status/2006843568816796153?s=20  Maduro Says He’s Ready to Play ‘Let’s Make a Deal’ Venezuela’s Nicolas Maduro says that he’s willing to come to terms with President Trump if the U.S. ends its military pressure campaign in an interview with socialist academic and journalist (but I repeat myself) Ignacio Ramonet. Trump has made multiple demands that Maduro depart, going back to the beginning of the pressure campaign in November, for instance, on December 23: “We want it back,” he added. “They took our oil rights — we had a lot of oil there. As you know they threw our companies out, and we want it back.” The list includes, but is not limited to: Exxon Mobil—2007—oil extraction. Conoco Phillips—2007—oil extraction. Halliburton—2009—oil operations. Cargill—2009—rice processing. Owens Illinois—2010—glass. Clorox—2014—consumer goods.  General Motors—2017—auto manufacturing.  Kellogg's—2018)—cereals. Goodyear—2018—tires. Source: redstate.com War/Peace Anonymous U.S. Officials Say Ukraine Didn't Target Putin with Drone Attack – Russian Officials Say They Have Drone Flight Plan From Navigation Unit  The Wall Street Journal is reporting that Ukraine did not target the personal residence of Russian Federation President Vladimir Putin, “according to U.S. officials.”   However, Russia captured one of the drones intact and have said they were able to “extract a file containing a flight plan from the navigation unit” which they plan to share with the Trump administration through established channels. {LINK}   Who are we going to believe, Russian “special service” operations or anonymous “U.S. Intelligence Officials”?  U.S. media have said the attack on Putin may be a lie; however, with physical evidence from the defense operation, it is less likely Russia just made up the attack.  At this moment in the conflict, Putin doesn't need domestic propaganda.    Source: theconservativetreehouse.com [DS] Agenda https://twitter.com/KanekoaTheGreat/status/2006842440968450361?s=20 https://twitter.com/MrAndyNgo/status/2006830735626301488?s=20   up to dozens of times for safety violations. Four facilities had prepared themselves for liberal journalists by having Somali children inside. https://twitter.com/MrAndyNgo/status/2006877951376154782?s=20  extreme, with little girls usually required to wear both head and body coverings. Female genital mutation is also endemic to their cultural practices. In June 2025, Mayor @Jacob_Frey released an official video in Somali condemning the U.S. government’s efforts to restrict incoming migration from Somalia. This is the same mayor who oversaw (managed) the burning of Minneapolis during the 2020 BLM-Antifa riots. http://ngocomment.com https://twitter.com/MrAndyNgo/status/2006849302002544832?s=20 https://twitter.com/AAGDhillon/status/2006887697743302932?s=20 Report Alleges Somalia's Foreign Minister, Whose Ohio Healthcare Company Receives U.S. Tax Dollars, Also Controls LLC at SAME ADDRESS as Somali Money Transfer Firm Accused of Terror Financing  A new report alleges that Somalia's Foreign Minister Abdisalam Abdi Ali, a U.S. citizen whose Ohio-based healthcare company has raked in millions from American taxpayers, also controls an LLC operating out of the same address as a Somali money transfer firm previously accused of funneling funds to terrorist organizations. Abdisalam Abdi Ali was appointed Minister of Foreign Affairs and International Cooperation of Somalia in May 2025. Born in Somalia but building a life in the U.S., Ali established Ritechoice Healthcare Services LLC in Toledo, Ohio, over a decade ago. Shockingly, two additional healthcare companies operate out of the same office suite. https://twitter.com/libsoftiktok/status/2006872203921600958?s=20 In that role, he: Oversees Security Council meetings Sets the Council's agenda Manages resolutions and presidential statements Speaks for the A3+ bloc (African nations plus Caribbean representation) on issues like Afghanistan and Yemen But before assuming global authority in New York, Osman spent years embedded inside Ohio's public welfare system. Osman relocated to the United States in the late 1980s and built his career in Ohio's taxpayer-funded social services apparatus. From 1999 to 2012, he worked at the Franklin County Department of Job and Family Services, serving as: Case Manager Social Program Specialist Source: thegatewaypudit.com  https://twitter.com/JoeLang51440671/status/2006726416168079799?s=20   democrats by the same corrupt Somali's. Stolen elections violate the Constitutional rights of citizens. That will play a HUGE part in FORCING our election system to be completely transformed. Fraud vitiates everything and everything is connected. Source: thegatewyapundit.com President Trump's Plan https://twitter.com/ScottAdamsSays/status/2007077071684780275?s=20 https://twitter.com/elonmusk/status/2007076187760366005?s=20 President Trump Issues the First Vetoes of His Second Term  It took about 11 months, but President Donald Trump has finally issued the first vetoes of his second term. And like most things involving the president, the moves aren't without their critics — including some you might not normally expect pushback from. Trump's rapid response team highlighted the two vetoes: https://twitter.com/RapidResponse47/status/2006153283996381333?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2006153283996381333%7Ctwgr%5E79e6ef2350ae826bc802e9e5d82d5c97bad630de%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fpresident-trump-issues-first-vetoes-second-term%2F The “Miccosukee Reserved Area Amendments Act” is a bill aimed at expanding the land set aside for the Miccosukee Tribe inside Everglades National Park by officially including a section known as Osceola Camp. Trump had a couple of issues with this. The residential community in that area “was constructed in 1935, without authorization, in a low area that was raised with fill material,” Trump's explanation read. “None of the current structures in the Osceola Camp are over 50 years old, nor do they meet the other criteria to be considered for listing in the National Register of Historic Places,” Trump wrote to the House. He added that, “the Miccosukee Tribe has actively sought to obstruct reasonable immigration policies that the American people decisively voted for when I was elected.” That appears to be a direct reference to the tribe's publicized opposition — including a lawsuit against the Trump administration — to the “Alligator Alcatraz” detention center in Florida, as noted by The Associated Press. The “Finish the Arkansas Valley Conduit Act,” meanwhile, is a bill designed to make it easier for rural Colorado communities to complete a long‑planned water pipeline project that will facilitate drinking water to people in the Arkansas River Valley. Trump appeared to take specific issue with the price tag and repayment plans for this project. “It was originally authorized … in a bill signed by President Kennedy in 1962,” Trump said. “For decades it was unbuilt, largely because the AVC was economically unviable.” “More than $249 million has already been spent on the AVC, and total costs are estimated to be $1.3 billion,” Trump wrote. “H.R. 131 would continue the failed policies of the past by forcing Federal taxpayers to bear even more of the massive costs of a local water project — a local water project that, as initially conceived, was supposed to be paid for by the localities using it. “Enough is enough. My administration is committed to preventing American taxpayers from funding expensive and unreliable policies. Ending the massive cost of taxpayer handouts and restoring fiscal sanity is vital to economic growth and the fiscal health of the Nation.” The bill was backed and pushed by Colorado GOP Rep. Lauren Boebert — normally a staunch supporter of Trump's — who seemed incensed with the president's veto and vowed that “this isn't over.” Source: thegatewaypundit.com https://twitter.com/EagleEdMartin/status/2006700820432130068?s=20  to believe that these Democrat Mayors and Governors, all of whom are greatly incompetent, would want us to leave, especially considering the great progress that has been made??? President DJT https://twitter.com/EndWokeness/status/2006537728369057886?s=20 https://twitter.com/BradCGZ/status/2006485378031824908?s=20 https://twitter.com/WhiteHouse/status/2006523871181300073?s=20  (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

California is about to lose 22% of its gasoline production when Valero Benicia shuts down—on top of the 20% already gone from Marathon and ConocoPhillips closures. Let that sink in. We sat down with Mike Araiza, former Valero controller and petroleum expert, who breaks down exactly why California's refinery death spiral is creating a national security crisis. We're talking 40%+ of fuel coming from overseas (hello, Singapore, India, and countries buying Russian crude), maxed-out ports, military bases at risk, and gas prices heading to $8-12 per gallon by summer 2026. Meanwhile, Newsom's "solution"? Begging someone to buy refineries after 25 years of regulatory warfare, and throwing out 2,000 oil wells that'll have zero impact. The math doesn't math, folks. When you constrict supply while demand stays constant at 37-38 million gallons per day, what happens next? Arizona and Nevada get 50-88% of their fuel from California. The entire West Coast is one shipping disruption away from absolute chaos. Are we really going to virtue signal our way into fuel shortages and $10 gas while importing from countries with zero emission standards? This isn't speculation—it's basic economics meeting California's green agenda head-on. What's your breaking point?Drop a comment and let us know if you think this summer is going to be the wake-up call California desperately needs. Subscribe for more real talk on the policies destroying our energy independence.#CaliforniaGasPrices #EnergyIndependence #RefineryShutdowns

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Trump and his administration are now dismantling the entire green agenda. The [CB] has made everything unaffordable, Trump is now in the process of reversing this. The [CB] tried to trap Trump in a failing economy, Trump turn the tables and trapped the [CB]. The [DS] is fighting back, corruption still exists, criminals are still running many parts of gov across the country. Trump is dismantling their system and they are trying to stop him. Trump has countered the fake news, they have been trying to divide the people and pushing doubt in regards to the Trump administration. His admin are now showing the world that they are united and they stand behind Trump. This was needed for the next part of the plan that we are entering. Soon the storm is coming, buckle up. Economy  (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/unusual_whales/status/2001275434898784270?s=20 https://twitter.com/PlanetOfMemes/status/2000978294993236140?s=20 https://twitter.com/USTradeRep/status/2000990028835508258?s=20   enterprise services to EU companies, and they support millions of jobs and more than $100 billion in direct investment in Europe. The United States has raised concerns with the EU for years on these matters without meaningful engagement or basic acknowledgement of U.S. concerns. In stark contrast, EU service providers have been able to operate freely in the United States for decades, benefitting from access to our market and consumers on a level playing field. Some of the largest EU service providers that have hitherto enjoyed this expansive market access include, among others: — Accenture — Amadeus — Capgemini — DHL — Mistral — Publicis — SAP — Siemens — Spotify If the EU and EU Member States insist on continuing to restrict, limit, and deter the competitiveness of U.S. service providers through discriminatory means, the United States will have no choice but to begin using every tool at its disposal to counter these unreasonable measures. Should responsive measures be necessary, U.S. law permits the assessment of fees or restrictions on foreign services, among other actions. The United States will take a similar approach to other countries that pursue an EU-style strategy in this area.  Political/Rights https://twitter.com/amuse/status/2000982942907039813?s=20   Russiagate. In 2017, he founded the Committee to Investigate Russia, a political NGO that promoted the Russiagate hoax. Former CIA Director John Brennan and DNI James Clapper served on its advisory board, giving intelligence world credibility to a partisan effort. The group's mission was clear: cripple President Trump and question the legitimacy of the 2016 election. https://twitter.com/CynicalPublius/status/2000993976330191330?s=20   efforts to have Trump imprisoned on wholly fabricated charges. Proof below. 3. In all likelihood, Reiner was in cahoots with the CIA in attempting to destroy our Constitutional form of government. Given the above, if anything Trump’s commentary on Reiner was too kind. So knock it off, bedwetters. https://twitter.com/TonySeruga/status/2001297973209416013?s=20 https://twitter.com/elonmusk/status/2000987037638496554?s=20  https://twitter.com/RedWave_Press/status/2001066545716326714?s=20 https://twitter.com/TheLastRefuge2/status/2001196416056619102?s=20 Brown University Received a Letter from 34 Human Rights Groups in August Requesting They Disable Their CCTV System  The question is: Did Brown University acquiesce under pressure from far-left human rights groups to disable their CCTV systems, in advance of the mass shooting on campus? [SOURCE – AUGUST 19, 2025] As originally reported in August 2025 {SOURCE}, a group of far-left human rights advocate sent a letter to 150 U.S. colleges and universities asking them to disable the CCTV systems to protect “free expression and academic freedom across the country,” because “the Trump administration has launched an aggressive campaign against US academic institutions.” The motive for the request to disable CCTV systems as stated: “Right now these tools are facilitating the identification and punishment of student protesters, undermining activists' right to anonymity––a right the Supreme Court has affirmed as vital to free expression and political participation.” {SOURCE} The letter from ‘Fight For The Future‘ (August, 2025) came after an earlier campaign by the same group seeking to stop the use of facial recognition cameras on college campuses. {SOURCE} Source: theconservativetreehouse.com https://twitter.com/DataRepublican/status/2001107948312133776?s=20   network. Students from there have been arrested for participating in terrorist plots. The evidence is so overwhelming, that House Republicans successfully convinced Harvard to cut research ties to Birzeit University — briefly. Let’s put it this way: If I were in Vegas and forced to bet on whether Professor Doumani had ever been part of any extremist plots, I wouldn’t bet on “no.” We need to stop accepting “Ivy League” as any meaningful measure of merit. https://twitter.com/DC_Draino/status/2001052796037017940?s=20   in the area with no noticeable gun, then started jogging towards the building where he shot one of the few conservative leaders on a radical campus. That seems like an assassination of Ella Cook, possibly with an innocent bystander taken down with her. https://twitter.com/amuse/status/2001062786084880887?s=20  today, December 16, 2025, amid widespread speculation and emerging reports identifying him as the prime suspect in the December 13 mass shooting on campus that killed two students and injured nine others. The university has not released an official statement explaining the deletion, but online discussions and news coverage point to it as an effort to scrub digital traces of Kharbouch during the ongoing FBI manhunt and investigation. His X (formerly Twitter) account has also been taken down, fueling theories of a cover-up by the university, media, or authorities to control the narrative around his pro-Palestine activism and alleged radical views. As of now, federal authorities have released images and a timeline of the suspect’s movements but have not publicly confirmed Kharbouch’s involvement, though some outlets report he has fled and remains at large with a $50,000 reward offered for information leading to his arrest. This is a summary of his (now deleted) manifesto: In Mustapha Kharbouch’s 2024 manifesto, “I Hear The Voice of My Ancestors Calling: From The Camps to The Campus,” published by the Institute for Palestine Studies, the author reflects on his role in the Brown University Gaza Solidarity Encampment amid the ongoing conflict in Gaza. As a third-generation stateless Palestinian refugee raised in Lebanon, Kharbouch draws from his family’s history of displacement during the 1948 Nakba to frame his activism. The piece begins with lyrics from an adapted “Ancestor Song,” symbolizing a call to action and intergenerational resilience. He describes participating in non-violent protests, including an eight-day hunger strike by 19 students, arrests of 61 comrades for demanding university divestment from apartheid and illegal occupation, and organizing encampments with hundreds of participants engaging in rallies, teach-ins, art, film screenings, and chants. Kharbouch explores themes of “radical love” for land and people in Gaza, collective grief over the genocide, and solidarity as a revolutionary practice rooted in Palestinian revolutionary traditions that reject colonialism, carcerality, and imperialism. He critiques passive hope, instead advocating for active, decolonial hope through community-building and bearing witness to atrocities, like the invasion of Rafah. Influenced by queer feminist approaches (citing scholars like Sarah Ihmoud and Robin Kelley), he emphasizes transforming anger and despair into sustainable world-making, while questioning intergenerational betrayal and the cynicism inherited from survival under oppression. Ultimately, the manifesto affirms the encampment’s role in a broader student rebellion, linking campus actions to global Palestinian liberation and calling for continued, unyielding commitment despite challenges. https://twitter.com/EndWokeness/status/2001028141851013528?s=20 https://twitter.com/JamesHartline/status/2001090533746467327?s=20 https://twitter.com/EndWokeness/status/2001089445194235926?s=20 https://twitter.com/ProvidenceRIPD/status/2001345847133643062?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2001345847133643062%7Ctwgr%5E8764cf1453bd57445310069de900ad0f6828d697%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fbreaking-providence-police-release-photos-person-proximity-brown%2F https://twitter.com/nypost/status/2001047137308590081?s=20 https://twitter.com/TheSCIF/status/2000985628029403418?s=20 https://twitter.com/amuse/status/2001347329585012818?s=20 https://twitter.com/elonmusk/status/2001000454042607728?s=20 DOGE Trump Suspends ‘Tech Prosperity Deal' With UK Over Censorship and Regulations by ‘Online Safety Bill' Hurting US Tech Companies  Trump has suspended the ‘Tech Prosperity Deal' with the UK over its censorship push. The Telegraph reported: “The White House paused the tech prosperity deal amid concerns the Online Safety Act, which regulates online speech, will stifle American artificial intelligence companies, the Telegraph understands. The law allows the British government to levy large fines on tech giants it deems have facilitated hate speech.” After the rise of artificial intelligence, companies like OpenAI or xAI can face huge fines – harming their growth and giving China an edge in the AI race. “'The perception is that Britain is way out there on attempting to police what is said online, and it's caused real concern', a source with knowledge of the decision to suspend the deal said. ‘Americans went into this deal thinking Britain were going to back off regulating American tech firms but realized it was going to restrict the speech of American chatbots'.” Source: thegatewaypundit.com Geopolitical https://twitter.com/elonmusk/status/2001217017001685167?s=20    of our Assets, and many other reasons, including Terrorism, Drug Smuggling, and Human Trafficking, the Venezuelan Regime has been designated a FOREIGN TERRORIST ORGANIZATION. Therefore, today, I am ordering A TOTAL AND COMPLETE BLOCKADE OF ALL SANCTIONED OIL TANKERS going into, and out of, Venezuela. The Illegal Aliens and Criminals that the Maduro Regime has sent into the United States during the weak and inept Biden Administration, are being returned to Venezuela at a rapid pace. America will not allow Criminals, Terrorists, or other Countries, to rob, threaten, or harm our Nation and, likewise, will not allow a Hostile Regime to take our Oil, Land, or any other Assets, all of which must be returned to the United States, IMMEDIATELY. Thank you for your attention to this matter! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA In 1970, as National Security Advisor, Kissinger was briefed on and helped shape US oil import policies toward Venezuela following a visit by Venezuelan President Rafael Caldera. These policies, announced in June 1970, focused on long-term petroleum development and were positively received by Venezuela, but they represented unilateral US adjustments rather than a negotiated deal.  In 1972, Venezuela terminated a longstanding reciprocal trade agreement with the US that included concessional tariff rates on Venezuelan oil imports. Kissinger was informed of this as National Security Advisor, and the US considered maintaining low tariffs to avoid cost increases, but this was a termination process, not a new deal.   Venezuela effectively took control of oil fields and assets from US companies on two major occasions, though the processes involved nationalization and expropriation rather than outright theft without legal frameworks or compensation. These actions shifted operations from private foreign (including US) entities to state control under the Venezuelan government.In the 1970s, Venezuela nationalized its entire oil industry, which had been largely developed and operated by foreign companies since the early 20th century. On January 1, 1976, the government officially took over, creating the state-owned Petróleos de Venezuela, S.A. (PDVSA). This affected major US firms like Exxon (formerly Standard Oil), Gulf Oil, and others, which had held concessions. The companies were provided compensation as part of the process, and it was generally seen as an expected transition in global oil politics at the time, without major disruptions to US supply. In 2007, under President Hugo Chávez, Venezuela escalated state control by mandating that foreign oil projects in the Orinoco Belt (a massive heavy oil reserve) convert to joint ventures where PDVSA held at least a 60% stake. Companies like Chevron complied, but ExxonMobil and ConocoPhillips refused, leading to the government expropriating their assets. International arbitration tribunals later ruled these actions unlawful, awarding ExxonMobil about $1.6 billion and ConocoPhillips over $8 billion in compensation (though Venezuela has contested and delayed payments). This has been a point of ongoing tension, with US firms pursuing Venezuelan assets globally to enforce the awards. These events did not involve taking oil fields directly from the US government but from American corporations with investments in Venezuela, reflecting broader shifts toward resource nationalism. https://twitter.com/WarClandestine/status/2001087786879795546?s=20 War/Peace Zelensky: If Putin rejects peace plan, US must give us weapons The Ukrainian leader issued the warning as Russia said it would not drop its claims to land it believes to be its own  So Zelensky, NATO EU DS rewrote the plan knowing Russia wouldn’t accept it.  Source: thetimes.com Zelensky is stealing the election before it begins The overstaying Ukrainian leader has made a show of agreeing to hold a vote – but his preconditions make a mockery of it   The often-heard claim that Ukraine cannot hold presidential elections in wartime, by the way, is badly misleading, and a thoroughly politically motivated misrepresentation of the facts: In reality, the Ukrainian constitution only prohibits parliamentary elections in time of war. Elections for the presidency are impeded by ordinary laws which can, of course, easily and legally be changed by the majority which Zelensky controls in parliament. That is merely a question of political will, not legality.  Zelensky and his fixers are planning to shift the whole presidential election online. If they do, falsification in Zelensky's favor is de facto guaranteed or mail in ballots Source: rt.com Hegseth Orders Christmas Bonuses For War Department Top Performers  The War Department is rewarding its highest performers with monetary awards worth 15 to 25% of base pay, The Daily Wire can first report, rewards intended to reflect the “historic successes” of the past 10 months. Secretary of War Pete Hegseth directed all War Department department heads and principal staff assistants to “take immediate action to recognize and reward [the] very best” of the department's civilian workforce with “meaningful monetary awards consistent with the relevant existing civilian awards authorities for each pay system,” according to a memorandum for senior Pentagon leadership first obtained by The Daily Wire. The distribution of bonuses — which could reach up to $25,000 — is also in line with the Trump administration's broader efforts to make the federal government function more like a private-sector business. Source: dailywire.com FBI Agents Thought Clinton’s Uranium One Deal Might Be Criminal – But McCabe, Yates Stonewalled Investigation: Report Remember Uranium One? The massive 2010 sale of US uranium deposits to Russia approved by Hillary Clinton and rubber-stamped by the Committee on Foreign Investment in the United States (CFIUS) – after figures linked to the deal donated to the Clinton Foundation? Turns out rank-and-file FBI investigators thought there was enough smoke to launch a criminal investigation, but internal delays and disagreements within the DOJ and FBI ultimately caused the inquiry to lapse, newly released records reveal.   The Uranium One transaction – involving the sale of a Canadian mining company with substantial U.S. uranium assets to Russia's state-owned nuclear firm Rosatom – became a flashpoint during Hillary Clinton's 2016 presidential campaign. Critics argued that then-Secretary of State Clinton, a member of CFIUS, helped approve the deal while donors connected to Uranium One made large contributions to the Clinton Foundation.  The newly released documents suggest that the circumstances surrounding Uranium One were never fully investigated, leaving unresolved questions about how a strategic U.S. asset came under Russian control – and whether potential criminal conduct went unexamined due to internal delays and legal disputes. Source: zerohedge.com Health https://twitter.com/GuntherEagleman/status/2001327868979368264?s=20 [DS] Agenda https://twitter.com/Badhombre/status/2001052105155481995?s=20   million stolen through Medicaid fraud by Chavis Willis. – $12.5 million in federal education grants stolen by 1,834 “ghost students.” All of this happened in Minnesota under Tim Walz. Somali fraudsters were involved in almost every case. Ex-Marine planned attack in New Orleans that would ‘recreate’ Waco, officials say Plans to “carry out an attack” in New Orleans were thwarted after an ex-Marine was arrested while on the way to the Louisiana city with guns and body armor in the car, according to court documents obtained Tuesday by The Associated Press. Micah James Legnon, 28, was charged with threats in interstate commerce. Federal authorities said they had been surveilling Legnon due to ties to an extremist anti-capitalist and anti-government group. Four members of the group were arrested Friday in the Mojave Desert, east of Los Angeles, as they were rehearsing a foiled plot to set off bombs in Southern California on New Year's Eve, authorities said.  Legnon believed it was time to “recreate” Waco with an attack in New Orleans, authorities said in court documents. They pointed to a Dec. 4 chat message by Legnon written under the alias “Kateri The Witch” the day after Immigration and Customs Enforcement agents arrived in New Orleans. Legnon's alias had “she/her” written beside it, but jail records referred to Legnon as male. Source: nbcnews.com https://twitter.com/PeteHegseth/status/2001118961073639492?s=20 President Trump's Plan  https://twitter.com/amuse/status/2001336422150869037?s=20 https://twitter.com/RAZ0RFIST/status/2001111187245736061?s=20 https://twitter.com/KariLakeWarRoom/status/2001117437274509736?s=20 RINO Congressman Who Voted to Impeach President Donald Trump Will Not Seek Re-election  In 2021, RINO Rep. Dan Newhouse (R-WA) was one of the 10 House Republicans who voted to impeach President Donald Trump. Newhouse announced that he will not seek re-election in 2026, leaving Rep. David Valadao (R-CA) as the only one of the group remaining in Congress. https://twitter.com/RepNewhouse/status/2001291310146158666?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2001291310146158666%7Ctwgr%5Ee6d32e37b15338ded9a698a990480010a5616470%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Frino-congressman-who-voted-impeach-president-donald-trump%2F The fates of the ten Republicans who voted to impeach: 1. Liz Cheney (WY) — Defeated in 2022 primary 2. John Katko (NY) — Retired in 2022 3. Adam Kinzinger (IL) — Retired in 2022 4. Fred Upton (MI) — Retired in 2022 5. Jaime Herrera Beutler (WA) — Defeated in 2022 primary 6. Peter Meijer (MI) — Defeated in 2022 primary 7. Anthony Gonzalez (OH) — Retired in 2022 8. Tom Rice (SC) — Defeated in 2022 primary 9. Dan Newhouse (WA) — Will not seek reelection 10. David Valadao (CA) — Reelected in 2024, currently serving in the 119th Congress Source: thegatewaypundit.com https://twitter.com/FBIDirectorKash/status/2000999942303998185?s=20 https://twitter.com/HansMahncke/status/2001046169279955130?s=20   January 2017 briefing of Trump followed the same playbook, as did Strzok's conversation with General Flynn. The FBI's so-called briefings of Senators Grassley and Johnson also fit the same mold. Each time, they present it as a routine check-in or just a quick conversation. And each time, the real purpose is to box you in, lay traps and put you in prison. https://twitter.com/Cernovich/status/2001087239938564475?s=20  https://twitter.com/BehizyTweets/status/2000996943741501841?s=20 There is no specific time limit mandated by law or congressional rules for the Senate to vote on a bill passed by the House, including one that codifies executive orders (such as the FY2026 NDAA, which reportedly incorporates 15 of President Trump’s executive orders). The Senate can schedule consideration and a vote at any point during the remainder of the current Congress (the 119th Congress ends on January 3, 2027). If the Senate does not act before then, the bill dies and would need to be reintroduced in the next Congress.In practice, for time-sensitive legislation like the NDAA, the Senate typically votes shortly after the House (often within days or weeks) due to bipartisan urgency around defense authorizations, but this is not a requirement. https://twitter.com/PressSec/status/2001031213516304877?s=20 https://twitter.com/AGPamBondi/status/2000991371952357796?s=20   achievements will fail. We are family. We are united. https://twitter.com/EagleEdMartin/status/2001011049106161975?s=20 President Trump Issues Response to Vanity Fair Hit Piece Which Claims Susie Wiles Made a Pointed Remark About Him During an interview with the New York Post, Trump did not take the alleged remark Wiles made about him as an insult. In fact, he admitted to having a “very possessive” personality. “No, she meant that I'm — you see, I don't drink alcohol. So everybody knows that — but I've often said that if I did, I'd have a very good chance of being an alcoholic. I have said that many times about myself, I do. It's a very possessive personality,” Trump told the Post. “I've said that many times about myself. I'm fortunate I'm not a drinker. If I did, I could very well, because I've said that — what's the word? Not possessive — possessive and addictive type personality. Oh, I've said it many times, many times before,” he added. Trump went on to tell the Post that he agrees the Vanity Fair article was a total hit job and Wiles's remarks were taken out of context.  . Source: thegatewaypundit.com  Based on recent reports, the entire Trump administration appears to be standing by White House Chief of Staff Susie Wiles following the Vanity Fair article, with no notable dissent.   Specific individuals who have expressed support include: Name Position Donald Trump President JD Vance Vice President Doug Burgum Secretary of the Interior Scott Bessent Secretary of the Treasury Chris Wright Secretary of Energy Lori Chavez-DeRemer Secretary of Labor Linda McMahon Secretary of Education Scott Turner Secretary of Housing and Urban Development Brooke Rollins Secretary of Agriculture Sean Duffy Secretary of Transportation Kelly Loeffler SBA Administrator Lee Zeldin EPA Administrator Russ Vought OMB Director Pam Bondi Attorney General Kash Patel FBI Director Karoline Leavitt White House Press Secretary The [DS] has been trying to divide Trump adminitration from the beginning, they want people questioning everything, they are trying to have people doubt the administration.  how do you show the people that you are not divided.   Trump and team just changed the narrative, they took control, Susie and team most likely set this up, this way the team can tell the world they are united not divided. Information warfare. We are now moving into the next phase of the plan and the DS is panicking, the attacks against MAGA, his administration will continue, physical attacks will continue. The [DS] is fighting for their lives while Trump is dismantling their system and producing evidence on the  treasonous crimes they have committed. I think is letting us know we are moving into the storm, look how he stared this truth post.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

The Cal Ripken Sr. Foundation, partnering with a coalition of energy industry companies, proudly announces the launch of two new STEM Center programs in the Eagle Ford region — at Luther Thomas Elementary School in Falls City and Yorktown Junior High School. These innovative learning hubs aim to spark curiosity, encourage innovation, and prepare students for future careers in science, technology, engineering, and mathematics (STEM), highlighting the crucial role these fields play in the oil and gas sector. The new STEM Centers are made possible through the generous support of Baytex, bpx energy, ConocoPhillips, Devon Energy, GHD, Flogistix, Liberty Energy,...Article Link

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down why U.S. drilling success still comes down to “location, location, location.” They analyze breakeven costs across major basins, rising LNG demand and natural gas prices, and the growing acceptance of natural gas as a “clean” fuel. The hosts discuss Pine Gate Renewables' bankruptcy, Orsted's mounting losses, and the ripple effects of inflation on ConocoPhillips' Willow project. They wrap with insights on rig counts, production strategies, and why smart investors are turning back to oil and gas for real returns.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast 00:00 - Intro00:14 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:57 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:51 - UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions10:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio15:53 - Market Updates17:12 - Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?20:22 - ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?24:30 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the LocationU.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage NumbersUK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane EmissionsPine Gate Renewables files for bankruptcy, selling solar business and project portfolioRig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?

APAC stocks were higher as the region took impetus from the rebound on Wall St, where all major indices gained amid dip buying.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures relatively flat after the cash market closed with gains of 0.2% on Wednesday.DXY traded rangebound after having recently snapped a 5-day rally, despite firmer-than-expected ADP and ISM Services data, while catalysts were quiet overnight10yr UST futures saw some slight reprieve after slumping yesterday; Bund futures languished near the prior day's lows.US President Trump is scheduled to make an announcement at 11:00EST/16:00GMT on Thursday.Looking ahead, highlights include German Industrial Production, EZ Retail Sales, Canadian Leading Index, US Chicago Fed Labour Market Indicators, US Challenger Layoffs, BoE, Banxico & Norges Bank Policy Announcements, Speakers including Fed's Williams, Barr, Hammack, Waller, Paulson & Musalem, ECB's Lane, Nagel, Schnabel & de Guindos, BoE's Bailey, BoC's Macklem, Rogers & Kozicki, Supply from Spain & FranceEarnings from Continental, Commerzbank, AstraZeneca, Sainsbury's, Airbnb, ConocoPhillips & Warner Bros.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Challenger October US Job Cuts jump 175.3% to a 7-month high at 153.074k (prev. 54.064k in September).European bourses are on the backfoot; US equity futures are modestly firmer/flat.Surprise early US Challenger release takes DXY sub-100; NOK gains on Norges, GBP awaits the BoE.Early Challenger lifted USTs to a session high, Gilts await the BoE.Crude benchmarks are higher despite Saudi oil price cuts and US inventory build; focus on Israel declaring the Egyptian border a closed military zone.Looking ahead, US Chicago Fed Labour Market Indicators, BoE & Banxico Policy Announcements, Speakers including Fed's Williams, Barr, Hammack, Waller, Paulson & Musalem, ECB's Lane, Nagel, BoE's Bailey, BoC's Macklem, Rogers & Kozicki.Earnings from Airbnb, ConocoPhillips & Warner Bros.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Story of the Week (DR):TRICK OR TREAT EDITIONBill Gates and his 'three truths': 'Climate change will not wipe out humanity'Trick: a gift to MAGA MMTreat: a focus on povertyThe 3 truths:"It's a serious problem, but it won't be the end of humanity""temperature is not the best way to measure progress on climate""health and prosperity are the best defence against climate change"Bill Gates' 180 on Climate Change: ‘It's Not Doomsday'Climate change won't end civilization, says Bill GatesBill Gates Backtracks on Climate Change Doomsaying: ‘Will Not Lead to Humanity's Demise'Memo From Bill Gates Warns Against Climate AlarmismBill Gates now says climate change won't be as serious as he fears - and calls for more spending on vaccines insteadBill Gates Says Climate Change Isn't So Bad After AllBill Gates Delivers ‘Tough Truths' on Climate Just Before Big U.N. TalksIn surprising turn, Bill Gates pens essay calling to reconsider investments on 'climate change'Bill Gates pivots climate strategy to focus on poverty over carbon emissions reductionWe won: Trump claims climate change hoax defeat after Bill Gates' commentsBut then there's:Report warns climate change causing millions of preventable deaths each yearAnnual climate change report finds “planet on the brink”OpenAI completes for-profit restructuring and grants Microsoft a 27% stake in the companyTrick or Treat?Trick: OpenAI has completed its for-profit recapitalization and converted its for-profit arm into the OpenAI Group Public Benefit CorporationTreat: The corporation remains controlled by the nonprofit foundation.Trick: Under the deal, Microsoft has gained a 27% stake and retained access to OpenAI's technology through 2032, including any AGI models verified by an independent panel.Treat: Microsoft has gained a 27% stakeThe agreement lifts long-standing capital restrictions and ends Microsoft's exclusive cloud rights.Layoffs are piling up, raising worker anxiety. Here are some companies that have cut jobs recentlyAmazon 14,000 (4%)Paramount Global 2,000 (10%)UPS 48,000Target Corporation 1,800 (8%)Nestlé 16,000 (6%)Lufthansa Group 4,000Novo Nordisk 9,000 (11%)ConocoPhillips 2,600–3,250 (20–25%)Intel Corporation 24,500 (24%)Microsoft 15,000 (3%)Procter & Gamble 7,000 (6%)Charter Communications 1,200 (1%)Workday 1,750 (9%)Some of the most Halloween-ish phrases in recent layoff memos:“Building a strong, future‑focused company” Paramount Skydance“Roles that are no longer aligned with our evolving priorities” Paramount“Reducing bureaucracy, removing layers, shifting resources” Amazon“Investing in our biggest bets” Amazon“We need to be organized more leanly … to move as quickly as possible”“We recognize these actions affect our most important asset: our people.” Paramount“Thriving business / success built on bold bets” YouTubeThe eerie subtext:Paramount: neopbaby David Ellison (daddy is world's 2nd richest man)Amazon: Jeff Bezos is world's 3rd richest manYouTube (Alphabet): Larry Page and Sergey Brin are 4th and 6th richest men, respectivelyTrick: the layoffsTreat: ummmm…. The announcement didn't happen six days before Christmas??CEOs who are also board chairs are the problem not the solution, says top governance expertTrick: the utter bullshit of the protected class: Charles Elson, founding director of the John L. Weinberg Center for Corporate Governance at the University of Delaware and a director on several boards over his career: "I well recall the CEO and board chair of a manufacturing company (which I won't name) telling me smugly he had just bought a corporate airplane for his directors to use. He said he didn't expect much trouble from them after that."He currently serves on the board of Encompass HealthPreviously at Circon Corporation*, Sunbeam Corporation*, Nuevo Energy, AutoZone, Alderwoods Group, and Bob Evans FarmsTreat: We're always right MMGoodliest of the Week (MM/DR):DR: Renewable energy and EVs have grown so much faster than experts predicted 10 years ago and Brazil boasts drop in deforestation ahead of UN climate talksMM: Billionaires are spending big to stop Zohran Mamdani's NYC mayoral bid for this quote: DR“They're spending more money than I would even tax them,” Mamdani said in an interview with MSNBC Tuesday.Assholiest Seven Deadly Sinnliest of the Week (MM):Wrath: Serious New Hack Discovered Against OpenAI's New AI BrowserMost browsers store passwords or stay logged in to banks and other sites - OpenAI's browser allows a hacker to inject a prompt into the AI that says something like “send all money in your bank account to this account” without you even knowingIt does not allow you to say “depose Sam Altman as CEO of OpenAI”Gluttony DR: John C. Malone to Transition to Chairman Emeritus of Liberty Media CorporationRelease quote: “effective January 1, 2026, long-standing Chairman of the Board, John C. Malone, will step down from the board of directors”Release reality: “Man with 49.2% voting power over company sits in corner of board meetings he feels like going to and demands to know why the donuts are all plain jelly and not powdered sugar jelly before firing the entire board he's not technically on.”Sloth: Goldman Sachs CEO David Solomon: The bank hasn't made enough progress in hiring womenWhen asked, “Solomon estimated that women make up 41% of Goldman's total workforce on Thursday, although he said he was not certain of the percentage.”Pride: Delta calls on Congress to immediately end government shutdown, pay air traffic controllers58% of Delta political contributions were to this GOP, with majority of committee lobbying/spending for appropriation committee republicansEnvy: Turns Out, Wikipedia Isn't That 'Woke' As Grokipedia Rips Off Most of Its PagesGrokipedia's Article on the Cybertruck Clearly Shows Why the Whole Project Is DoomedMost of Grokipedia's 800,000 articles currently are copies of Wikipedia - except when Musk tweets something, then Grok replaces parts of the article with essentially Musk's thoughtsThis is what he wants an extra $1tn to accomplishLust: Meta denies torrenting porn to train AI, says downloads were for “personal use”Strike 3 Holdings discovered illegal downloads of some of its adult films on Meta corporate IP addresses, as well as other downloads that Meta allegedly concealed using a “stealth network” of 2,500 “hidden IP addresses.” Accusing Meta of stealing porn to secretly train an unannounced adult version of its AI model powering Movie Gen, Strike 3 sought damages that could have exceeded $350 millionGreed: OpenAI Restructure Paves Way for IPO and AI Spending SpreeIPO expected to open at a $1tn valuation - it's last funding round was a $500bn valuation a month agoThe non profit - the part that is expected to create AI for the benefit of all humanity - currently owns 26% of the new for profit structure and “controls” the boardThe board has on it Bret Taylor (ex boards of Salesforce - co founder, Twitter), Adam D'Angelo (Asana, CEO Quora, ex CTO Facebook), Sue Desmond-Hellmann (Pfizer, ex Gates Foundation CEO, ex Meta board), Zico Kolter (co founder Gray Swan AI, professor, ex Stanford), Gen Paul Nakasone (ex NSA, cybersecurity), Bayo Ogunlesi (Blackrock, Topgolf, Kosmos Energy, ex Goldman board, investment banker), Nicole Seligman (lawyer for Ollie North, ex Sony), and Larry Summers (ex Harvard prez, current douchebag, ex Epstein island, ex Sec of Treasury)So 100% of the board is 100% for profit assholes picked by the 26% non profit entity to offset the for profit motivations of… Microsoft, who owns 27% of the sharesHeadliniest of the WeekDR: Claim that climate change does not affect bananas lacks contextMM: Secret Double Octopus Appoints Former NetApp CEO Dan Warmenhoven to its Board of DirectorsHow are we not taken seriously when this company is a cybersecurity firm that works with banks??MM: Embattled ​Tylenol Maker Kenvue Hires New Marketing ChiefProblem solved!Who Won the Week?DR: climate change deniersMM: Jim Umpleby, current Executive Chair at Caterpillar, who Jim Cramer just called a "visionary", when JUST LAST WEEK we pointed out there are 122 non founder or family exec chairs roaming around (like Umpleby) who have a long history of just below average performancePredictionsDR: Bill Gates' next billionaire truth: "Pumpkins are not actually orange. And we should be thinking about grapefruits instead."MM: Goldman Sachs CEO David Solomon looks up the number of women who work at Goldman

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Michael Tanner and Stuart Turley argue that China's ban on critical mineral exports could backfire by driving U.S. innovation and domestic refining. They explain China's control lies in refining, not mining, and predict new capacity will emerge in the U.S. and Southeast Asia. The episode also covers China and Iran's oil-for-infrastructure deal, California's stalled oil projects, Baytex's asset sale, and contrasting oil price outlooks from ConocoPhillips' Ryan Lance and Occidental's Vicki Holub — with a spotlight on natural gas demand from the AI boom.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - The Current State of Critical Minerals in the US Market06:54 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions09:02 - Texas Oil Driller Taps Trump's Team to Save California Crude Project11:15 - Baytex Considers $3B Eagle Ford Asset Sale15:23 - Where's the Glut? Says ConocoPhillips CEO Ryan Lance19:16 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?22:09 - OutroLinks to articles discussed:The Current State of Critical Minerals in the US MarketChina and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. SanctionsTexas Oil Driller Taps Trump's Team to Save California Crude ProjectBaytex Considers $3B Eagle Ford Asset SaleWhere's the Glut? Says ConocoPhillips CEO Ryan LanceOccidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?

In this episode of Energy Newsbeat Daily Standup, Michael Tanner breaks down contrasting oil market outlooks from ConocoPhillips CEO Ryan Lance, who challenges oversupply fears and projects a $70–$75 rebound, and Occidental CEO Vicki Hollub, who foresees a tighter $58–$62 range through 2026. Hollub also highlights natural gas growth driven by AI-powered data center demand. Saudi Aramco CEO Amin Nasser reinforces this, asserting fossil fuels—not renewables—will fuel the AI revolution. Meanwhile, JPMorgan announces a $10B equity push into U.S. strategic industries, including energy resilience. Tanner sees volatility persisting amid geopolitical tensions and cooling oil prices, closing with a call to stay tuned for earnings season and investment insight.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - Where's the Glut? Says ConocoPhillips CEO Ryan Lance04:15 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?07:22 - Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest?09:54 - JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States' economic security.15:10 - Market Update17:13 - OutroLinks to articles discussed:Where's the Glut? Says ConocoPhillips CEO Ryan LanceOccidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest?JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States' economic security.

Houston lost 30,000 jobs over the summer and now Conoco Phillips announcing major layoffs, making the local job market tough. So, host Raheel Ramzanali is talking to Juliet Stipeche, executive director of the Gulf Coast Workforce Board, about how hard it is get a job right now in Houston, how to make your application stand out, and other advice to land your next gig. Resources to help you in the job market:  ⁠Workforce Solutions' Career Exploration Guide ⁠ ⁠2025 Targeted Industries Report ⁠ Learn more about the sponsors of this September 8th episode: ⁠Inprint⁠ ⁠Contemporary Arts Museum Houston⁠ ⁠Westbury Christian School⁠ ⁠Holocaust Museum Houston⁠ ⁠Kidney Cancer Association⁠ Want to become a City Cast Houston Neighbor? Check out our ⁠membership program⁠.  Looking for more Houston news? Then sign up for our morning newsletter ⁠Hey Houston⁠  Follow us on ⁠Instagram ⁠ @CityCastHouston Don't have social media? Then leave us a voicemail or text us at +1 713-489-6972 with your thoughts! Have ⁠feedback or a show idea⁠? Let us know!  Interested in advertising with City Cast? ⁠Let's Talk!⁠ Photo: Jermaine Thomas II/City Cast

On Monday's show: Houston-based oil and gas giant ConocoPhillips announced last week that it is cutting about 3,000 jobs -- as much as a quarter of its global workforce. The company says rising costs and a push for efficiency are behind the move, which comes despite the company posting nearly $2 billion in profits last quarter. We talk over what the news means for Houston.Also this hour: On the 125th anniversary of the deadliest natural disaster in American history, the 1900 Galveston hurricane, we reflect on that disaster led to the construction of the Galveston seawall and how it protects the island from storm surge more than a century later. Over the weekend, the seawall was awarded the world record for longest continuous walkway. Then, Meg Tapp from the Garden Club of Houston answers listeners' gardening questions.And the Texans dropped their season opener to the Rams on Sunday. We recap the game with Jeff Balke, co-host of the Bleav in Astros podcast..

It's been a hard week in Houston since 11-year-old Julian Guzman was shot while playing an age-old prank called ding-dong ditch in east Houston. Host Raheel Ramzanali brings on Evan Mintz, editor of opinion at the Houston Chronicle, and Maggie Gordon, senior storytelling editor at Straight Arrow News, to talk about what this crime means for kids' safety in Houston. Plus, they breakdown the latest push to get more funding for NASA, an update on the THC ban (good news for those who partake!), and more.  Stories we talked about on today's show:  "Ding-dong ditch" shooting suspect was "waiting in the shadows," police say I played ding-dong ditch as a kid. In Texas today, that could get me killed. | Opinion Neighbor accused of shooting SE Houston teen burying guinea pig now in custody Ted Cruz warns NASA is at risk of losing ground to China: 'We are in a new space race' Most Texas THC products remain legal after GOP leaders fail to break legislative impasse Houston-based ConocoPhillips says it will lay off up to 25% of its workforce R&B artist Lizzo crowns king of all kolaches in TikTok food review Japan Festival in Houston  Follow Maggie's work here  Read Evan's latest here  Learn more about the sponsors of this September 5th episode: Downtown Houston+ Wise Inprint Want to become a City Cast Houston Neighbor? Check out our membership program.  Looking for more Houston news? Then sign up for our morning newsletter Hey Houston  Follow us on Instagram  @CityCastHouston Don't have social media? Then leave us a voicemail or text us at +1 713-489-6972 with your thoughts! Have feedback or a show idea? Let us know!  Interested in advertising with City Cast? Let's Talk! Photo:  CY/Unsplash

Aux États-Unis, la production pétrolière bat des records, dépassant les 13 millions de barils par jour en 2024. Pourtant, les grandes compagnies annoncent des suppressions massives d'emplois et un recentrage stratégique. Un paradoxe qui illustre les tensions économiques, sociales et politiques du secteur. ConocoPhillips a récemment annoncé la suppression d'environ 3 000 postes, soit un quart de ses effectifs. Une décision qui n'est pas isolée. Chevron prévoit également de réduire de 15 à 20 % ses emplois d'ici 2026. Du côté des services parapétroliers, le leader SLB est lui aussi engagé dans une vaste réorganisation. Ces annonces interviennent alors même que les États-Unis confortent leur position de premier producteur mondial, devant l'Arabie saoudite et la Russie. À lire aussiPétrole: Chevron rachète Hess, un méga deal qui change la donne mondiale Produire plus, mais gagner moins Ce paradoxe s'explique d'abord par la baisse continue du prix du baril. Les volumes produits augmentent, mais si le prix unitaire chute, les marges s'effondrent mécaniquement. Dans ce contexte, les majors revoient leurs investissements à la baisse, d'autant que les coûts d'exploitation grimpent. Autre facteur: la vague de fusions-acquisitions qui a marqué le secteur. ExxonMobil a absorbé Pioneer, Chevron a repris Hess et ConocoPhillips a racheté Marathon. Ces opérations entraînent des synergies mais aussi des doublons, synonymes de suppressions d'emplois. Un secteur sous pression et à haut risque La stratégie de rigueur n'est pas sans conséquences. Sur le plan opérationnel, les coupes dans les effectifs pourraient faire perdre des compétences clés aux entreprises. Sur le plan social, certaines régions comme Houston, très dépendantes du pétrole, redoutent des tensions liées aux licenciements. Le secteur doit aussi composer avec les enjeux politiques et climatiques: produire plus tout en réduisant les émissions, un équilibre complexe et dépendant du pouvoir en place. Enfin, le risque financier reste majeur. L'OPEP+, qui régule l'offre mondiale, demeure l'arbitre du marché. Si l'organisation décide d'augmenter sa production, les marges américaines pourraient être encore plus fragilisées. À lire aussiPourquoi les géants pétroliers pourraient nuire aux ambitions de Donald Trump

Fizz and GoPuff partner to provide college students grocery delivery. ConocoPhillips is cutting up to 25% of its workforce. And Lula Commerce analyzes the top 50 best-selling items across Lula-powered stores from June through August.

In this episode of Energy Newsbeat Daily Standup, Michael Tanner discusses China potentially challenging the U.S. dollar with the yuan, Russia's new Power of Siberia 2 pipeline to China, Germany's energy struggles amid its green transition, record U.S. LNG exports, OPEC's possible production increase, and ConocoPhillips' major workforce cuts—highlighting the shifting dynamics of global energy markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped03:46 - Russia Wins in China with New Pipeline06:13 - Germany Sees Bigger Role for Gas to Keep the Lights On08:41 - US Records Highest Ever LNG Exports in August11:22 - Markets Update12:51 - ConocoPhillips says it will cut workforce by 20-25%, shares fall13:24 - OutroLinks to articles discussed:China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedRussia Wins in China with New PipelineGermany Sees Bigger Role for Gas to Keep the Lights OnUS Records Highest Ever LNG Exports in August

Another U.S. oil giant announces deep job cuts. AP correspondent Jennifer King reports.

A man was shot by Sand Point police yesterday after a drug seizure aboard a ship. That seizure is estimated at nearly $1 million. An Arizona man last seen on the morning of August 30th was found dead yesterday evening near the Mendenhall Glacier. Oil giant ConocoPhillips has announced new plans to increase drilling in the North Slope.  

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley unpack a solar stock rally driven by Trump's unexpectedly soft tax credit changes—boosting First Solar and Enphase. They explain how government regulation favors incumbents. Meanwhile, Britain's net-zero push stalls amid local opposition to land grabs for wind and solar. Trump greenlights drilling in 82% of Alaska's petroleum reserve, potentially benefiting ConocoPhillips. He also delays China tariffs tied to Russian oil, aiming to broker peace. Germany faces economic strain from rising energy costs and tariffs, and Civitas replaces its CEO after deep losses.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:25 - Britain's net-zero scheme is being derailed by opposition to solar and wind projects04:26 - Trump Moves to Open 82% of Alaska's Petroleum Reserve for Drilling07:23 - Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty12:15 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany17:16 - Markets Update18:48 - Rig Count Update18:51 - Frac Count Update19:16 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales23:36 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedBritain's net-zero scheme is being derailed by opposition to solar and wind projectsTrump Moves to Open 82% of Alaska's Petroleum Reserve for DrillingTrump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace TreatyTariffs and Energy Costs Could Spark an Economic Crisis for Germany

Carl Quintanilla, David Faber, and Leslie Picker began the hour by breaking down the President's new claim that he would impose a 100% tariff on imports of semiconductors and chips, but not for companies that are “building in the United States.” Separately, he also called out Intel and said the CEO should resign immediately after saying Lip-Bu Tan is “highly conflicted” following reports to his potential ties to Chinese companies. CNBC's Angelica Peebles also joined the program to discuss Eli Lilly shares plunging following some disappointing weight loss data. Also in the mix; ConocoPhillips CEO exclusively broke down his company's latest results.  Squawk on the Street Disclaimer

US President Trump said they are going to be putting a very large tariff on chips and semiconductors, which will be at approximately 100%, but added "if you're building in the US, there will be no charge."Crude futures declined yesterday amid Russia/Ukraine optimism following the discussion between the US and Russia which was said to have made progress and with President Trump intending to meet Russian President Putin as soon as next week.US President Trump said, regarding the Fed pick, that the interview process has started and it is probably down to three candidates, while he added that the two Kevins are very good, and a temporary governor is to be named in the next few days.APAC stocks traded mixed as reciprocal tariffs took effect overnight; European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Trade (Jun), Industrial Output (Jun), Swedish CPIF (Jul), French Trade Balance (Jun), US Jobless Claims, Wholesale Sales (Jun) NY Fed SCE, Atalanta Fed GDP, BoE Announcement, MPR & DMP, CNB & Banxico Announcements, Speakers including BoE's Bailey & Fed's Bostic, Supply from Spain, France & US.Earnings from Trade Desk, Eli Lilly, ConocoPhillips, Vistra Energy, Peloton, Warner Bros, DataDog, Kenvue, Siemens, Deutsche Telekom, Allianz, Merck, Henkel, Rheinmetall, Deliveroo, Serco, Maersk, Zurich Insurance & WPP.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Details on a fire at a ConocoPhillips facility on the North Slope injures three. Plus, Alissa Pili is back in the WNBA mix for a few days. Details on the short-term contract she signed weeks after being released from the WNBA’s Minnesota Lynx.

S&P futures are pointing to a higher open today, up +0.3%, supported by trade deal momentum. Asian equities rallied Wednesday, led by Japan's Nikkei, which surged +3.5% on the back of a U.S.-Japan trade deal announcement. European markets are also trading firmly higher, with the STOXX 600, DAX, and CAC up near +1%. The U.S. and Japan reached a trade deal reducing tariffs to 15% on various goods, including autos. Japan will boost rice imports by 75% and purchase $8B in U.S. agricultural and other products. Defense spending with U.S. firms will increase to $17B annually. Japan also committed $550B in U.S. investments, with the U.S. receiving a 90% profit share.Companies Mentioned: Boeing, Morgan Stanley, ConocoPhillips

John D Rockefeller built his fortune refining oil and founding Standard Oil. A pioneer of the U.S. business trust, he helped shape the structure of the modern corporation. His influence lives on in companies like Chevron, ExxonMobil, and ConocoPhillips, and in institutions like the Rockefeller Foundation. But not everyone saw him as a visionary. President Theodore Roosevelt branded the Rockefeller family a “malefactor of great wealth,” and Rockefeller's monopoly helped spark America's first antitrust laws. To some, he was a ruthless robber baron; to others, a generous philanthropist who gave away over $500 million. BBC business editor Simon Jack and journalist Zing Tsjeng unpack the contradictions of Rockefeller's empire. Can great giving make up for great power?Good Bad Billionaire is the podcast exploring the lives of the super-rich and famous, tracking their wealth, philanthropy, business ethics and success. There are leaders who made their money in Silicon Valley, on Wall Street and in high street fashion. From iconic celebrities and CEOs to titans of technology, the podcast unravels tales of fortune, power, economics, ambition and moral responsibility, before inviting you to make up your own mind: are they good, bad or just another billionaire?

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über aufregende BP-Shell-Gerüchte, erstklassige Micron-Ergebnisse und viele neue Aktien-Millionäre. Außerdem geht es um General Mills, Alphabet, Tesla, Uber, ExxonMobil, ConocoPhillips, Saudi Aramco, UBS, Carnival, Royal Caribean, Norwegian, TUI, Booking Holdings, AirBNB. Invesco EQQQ Nasdaq-100 ETF (WKN 801498), Invesco EQQQ Nasdaq-100 ETF (WNN: A2N6RV), Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), iShares NASDAQ-100 ETF (WKN: A0F5UF), iShares Nasdaq 100 ETF (WKN: A0YEDL), Invesco EQQQ Nasdaq-100 ETF EUR Hedged (WKN: A2DT9V) Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr 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.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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. +++ 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

En la edición de hoy del Radar Empresarial, abordamos los recientes rumores sobre una posible adquisición de BP por parte de Shell. Fue el miércoles cuando el diario The Wall Street Journal informó que ambas compañías estarían en conversaciones, aunque Shell negó inmediatamente estos comentarios, afirmando que “no hay negociaciones en marcha” y que se trata únicamente de especulaciones del mercado. A pesar de la negativa oficial, no es la primera vez que se menciona esta posibilidad. Ya en mayo, Bloomberg había publicado que Shell tenía interés en adquirir British Petroleum, aunque esperaba un momento más oportuno en función de la evolución del precio del crudo. Según ese informe, una de las razones sería aprovechar la debilidad actual de BP, cuyas acciones han caído alrededor de un 30 % en lo que va de año, y fortalecer su apuesta por los combustibles fósiles, sector en el que ambas empresas han enfocado esfuerzos recientemente. Si esta fusión llegara a concretarse, la nueva compañía tendría una capitalización de mercado cercana a los 300.000 millones de euros, lo que la convertiría en el mayor actor petrolero de Europa, capaz de competir más directamente con gigantes como ExxonMobil y Chevron. Actualmente, estas dos firmas estadounidenses tienen un valor bursátil que supera ampliamente al de Shell y BP, con Exxon rondando los 500.000 millones de euros y Chevron en torno a los 300.000 millones. Además, una posible fusión también dejaría atrás a TotalEnergies, que posee una capitalización de aproximadamente 120.000 millones. Otro factor clave es el contexto energético actual. Según la Administración de Información Energética de EE. UU., las reservas de petróleo disminuyeron en 5,8 millones de barriles en la semana del 20 de junio, mientras que la demanda alcanzó su nivel más alto desde 2021. Por último, Bloomberg destacaba que una compra de BP permitiría a Shell reforzar su presencia en Estados Unidos, un mercado donde perdió influencia tras vender sus activos en la Cuenca Pérmica a ConocoPhillips en 2021. Con la adquisición, recuperaría acceso a refinerías, oleoductos y terminales estratégicos.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über die Magie der Mausaktie Disney, Insolvenz einer Diät-Ikone und den stoischen Kurs der Fed. Außerdem geht es um Alphabet, Nvidia, Uber, Charles River Laboratories, Hensoldt, Fresenius, Vonovia, Carl Zeiss Meditec, Eli Lilly, Novo Nordisk, WeightWatchers, Volkswagen, Mercedes, BMW, Ferrari, Nvidia, Meta Platforms, Microsoft, Altria, Saudi-Aramco, AppLovin, ConocoPhillips, CNOOC, Investor AB, Arista Networks, Visa, Blackstone, KKR, Pinduoduo, Investor AB, Hermès, Münchener Rück, Allianz, Deutsche Telekom, SAP, MicroStrategy und Vertex Pharmaceuticals. 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) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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

Fed kept rates unchanged; noted that risks to the economic outlook increased further and risks to both sides of the mandate have risen.President Trump said he is unwilling to lower tariffs to get China to the table; also reported that Trump is to rescind global chip curbs.APAC stocks were mostly higher following the mildly positive handover from Wall St; European stocks are set to open higher.DXY is steady with the USD mixed vs. peers, antipodeans lead, GBP underpinned by an expected trade deal with the US (to be announced today).Looking ahead, highlights include German Trade Balance, US Jobless Claims, Wholesale Sales & NY Fed SCE, BoE, Norges & Riksbank Policy Announcements, BoE DMP, BoE's Bailey & BoC's Macklem, Supply from Spain & US.Earnings from Coinbase, Cloudflare, Draftkings, Affirm, Shopify, ConocoPhillips, Warner Bros Discovery, Zealand Pharma, Maersk, Henkel, Lanxess, Rheinmetall, Infineon, Heidelberg Materials, Siemens Energy Leonardo, Mediobanca, Prysmian, Poste Italiane, Enel & BMPS.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Equities complex broadly positive in anticipation of US President Trump's deal announcement; NQ +1.3%.DXY back above 100, EUR/USD slips onto a 1.12 handle, GBP eyes UK-US trade deal and BoE.Gilts edge higher into the BoE and Trump's announcement, USTs & Bunds slip slightly.USD pickup weighs on gold whilst crude remains focused on geopolitical developments.Looking ahead, US Jobless Claims, Wholesale Sales & NY Fed SCE, BoE Policy Announcement, BoE DMP, BoE's Bailey & BoC's Macklem, Supply from the US. Earnings from Coinbase, Cloudflare, Draftkings, Affirm, Shopify, ConocoPhillips, Warner Bros Discovery.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Sesión marcada por compañías como ConocoPhillips, Warner Bros, Microsoft, Alphabet y APPLOVIN. Con Rafael Damborenea, profesor de finanzas en EUDE Bussines School.

Sesión marcada por compañías como ConocoPhillips, Warner Bros, Microsoft, Alphabet y APPLOVIN. Con Rafael Damborenea, profesor de finanzas en EUDE Bussines School.

“It's more than just getting data - it's about inspiring your organization to take action on it.” In this episode, host Andrew Geary talks with Adam Bucki, Co-Chair for the 4D Forum, held in Galveston, TX, in November 2024. The forum brought together geophysicists, engineers, and decision-makers to explore how 4D seismic can create value, reduce cycle times, and optimize production and injection in today's fast-moving energy landscape. Adam shares insights from keynotes, exciting tech advancements, and how the forum tackled the business and human side of getting 4D adopted across industries. KEY TAKEAWAYS > Real-world impact: Case studies from ConocoPhillips, ExxonMobil, and Chevron showcased how 4D seismic drives better decisions, from infill wells to carbon capture. > Tech meets people: New tools like FWI, fiber optics, and AI are exciting, but real change comes when people across companies are inspired to act on data. > Future-forward thinking: The forum highlighted the need for broader collaboration, especially with reservoir engineers, production teams, and management, to unlock 4D's full value. CALL TO ACTION Check out the 4D Forum abstracts on the SEG Library at https://library.seg.org/doi/book/10.1190/4D-Forum2024 to learn more about the tech, case studies, and ideas shaping the future of reservoir monitoring. If you're curious about getting involved or bringing 4D to your organization, email Debbie Mitchell directly at dmitchell@seg.org. SHARE THIS EPISODE If you found this episode helpful, please message a friend to listen. To help out, here's a possible message you could send them. This one dives into the real business case for 4D. Perfect for your next pitch to management! LINKS * Visit https://seg.org/podcasts/episode-256-creating-value-with-4d-lessons-from-a-global-forum for links to the abstracts and more information on the 4D Forum.

ConocoPhillips CEO Ryan Lance speaks with Bloomberg's Alix Steel at CERAWeek in Houston. They spoke about commodities prices, and how Conoco hit a 52 week low. See omnystudio.com/listener for privacy information.

In this episode of Market Mondays, we dive into critical market moves and investment strategies. We discuss the potential implications if Nvidia doesn't reach the $107 price mark and Bill Ackman's plans to take Pershing Square public next year. We also explore the China risk to TSM and Ian's presentation on trading and investing.Additionally, we analyze Warren Buffett's Berkshire Hathaway trimming its stake in BYD and what this could mean for the EV market. We break down ConocoPhillips' acquisition of Marathon Oil in an all-stock deal valued at $17.1 billion and discuss why the energy sector might not be everyone's favorite.We examine the XBD index and play 'Date it or Dump it' with top stocks like ADP, ADBE, VRSK, and more. We also cover David Roche's optimism about upcoming US rate cuts and how investors should position themselves.Furthermore, we address the Dow's recent underperformance and whether investors should lower their expectations for the market's recovery. We compare General Motors to Tesla and debate if GM is the new car king. Lastly, we evaluate HDFC Bank vs. Home Depot vs. Adobe to determine which stock offers the best growth potential, and discuss the confirmation of Elon Musk's pay package and its implications for Tesla. We also share thoughts on investing in companies with strong financials and fundamentals but very little institutional ownership, such as Novo Nordisk (NVO).#MarketMondays #Investing #StockMarket #Nvidia #BillAckman #ChinaRisk #TSM #Trading #Investing #BYD #EnergySector #XBDIndex #StockAnalysis #DavidRoche #RateCuts #DowJones #GeneralMotors #Tesla #HDFCBank #HomeDepot #Adobe #ElonMusk #NovoNordisk #InstitutionalOwnership #FinancialFreedom #InvestmentStrategiesOur Sponsors:* Check out Monarch Money: www.monarchmoney.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

P.M. Edition for May 29. Donald Trump and Elon Musk have been in discussions about a role in which Musk can give formal input and influence over White House policies, if Trump wins a second term. And in an effort to save money on groceries, U.S. consumers are increasingly turning to store brands. Plus, oil company ConocoPhillips will acquire Marathon Oil. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices