Podcast appearances and mentions of david blackmon

What a day on the EnergyNews Beat News Desk, we have 10 big stories for you, and as we were filming this, President Trump calls off the plans - wow, changed everything. David Blackmon's Energy Additions Stops by the Energy News Beat Stand Up as we used one of his stories on blackmon.substack.com.Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.As David and I were signing on to film the podcast, President Trump called off the strikes to take Kharg Island, and I am hoping this is to reposition assets and give some surprise to their capture. The oil markets dropped to $87. 94 for WTI, and this brings up the Paper trading versus the Physical delivery price of $140.1. Iran Geopolitical Crisis & Military StrategyThe hosts extensively discuss U.S.-Iran tensions, focusing on President Trump's shifting positions on military strikes and seizing Cargo Island. They analyze three phases of military action: (1) stabilizing oil prices by moving ships through the Strait of Hormuz, (2) degrading Iran's military capabilities, and (3) direct action inside Iran. A key point is that without “Venezuelan-style controls” on Iran's oil exports, hostile actors could profit significantly.2. Oil Markets & Strategic Petroleum Reserve (SPR)The podcast explores why physical oil prices exceed $140 while futures trade below $100. Key factors include China's reduced crude imports (4 million barrels/day reduction), alternative export routes bypassing the Strait of Hormuz (7-10 million barrels/day), and tanker truck alternatives. Critically, they warn that the U.S. SPR is dangerously low—only 6.1 weeks away from the safe operational level of 300 million barrels.3. Global Energy Infrastructure & Pipeline DevelopmentMultiple countries are building alternatives to the Strait of Hormuz to reduce Iran's leverage. Kuwait is negotiating pipelines with Saudi Arabia and UAE. Japan signed a major LNG deal. This reflects a broader theme: the world is reducing dependence on chokepoints Iran controls.4. U.S. Energy Policy & Data CentersGovernor Abbott's directive requires data centers in Texas to fund their own electrical infrastructure, protecting the grid. Texas is becoming the data center capital (second only to Virginia), with massive natural gas reserves in the Permian Basin to support expansion.5. Natural Gas Pipeline ExpansionKendra Morgan's Gulf Express pipeline expansion will come online soon, preventing flaring and enabling 4.5 BCF of new Permian outbound capacity by 2026—a significant development for energy markets.6. Banking & Investment in Fossil FuelsThe world's 65 largest banks invested $906 billion in fossil fuels in 2025, with the Iran conflict expected to escalate exploration, production, and energy security spending. The ordering of 250 supertankers signals long-term confidence in oil demand.7. Political Concerns & Congressional DysfunctionWe express frustration with President Trump's inconsistent messaging on Iran policy and criticize Congress for its lack of support, calling for primary challenges against most incumbents.All of these stories are on the Energy News Beat website - the World's Best Podcast Show Notes. 1.Trump: US Will 'Assume Total Control' Of Iran's Oil Infrastructure2.President Trump Announces Plans to Strike Iran Again and Take Control of Kharg Island, Echoing Venezuelan-Style Oil Controls3.Why Oil Is Still Below $100 a Barrel When Physical Oil Is Over $1404.The Tale of Two SPRs and Different Uses: US and China Navigate the Iran War Supply Shock5.Full Story on the Downed Apache – Part of Getting 22 Tankers through the Gulf6.Kuwait Oil Chief Seeks Pipeline Alternatives to Skirt Hormuz7.Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz8.Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs9.Kinder Morgan's Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices10.World's 65 Biggest Banks Pumped $906 Billion Into Fossil Fuels in 2025. The Iran War will escalate exploration and production, pipelines, and energy security spending and financing.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We have 8 huge stories, and David Blackmon, Forbes, Daily Caller, and Substack Author stopped by. Connect with David on his SubStack: https://blackmon.substack.com/1. Data Centers & Infrastructure DevelopmentWest Texas Data Center Project: A Forbes story about a responsible data center development near Fort Stockton that addresses activist concerns through sustainable practices (minimal water usage, closed-circuit cooling, local hiring, onsite housing)Data Centers Moving to Unincorporated Areas: Developers are shifting massive data centers to rural, unincorporated areas to avoid citizen decision impacts and regulatory hurdlesGrid Interconnection Challenges: Texas ERCOT is grappling with 410 gigawatts of large load interconnection requests, 87% from data centers2. Oil & Gas Production & Federal LandsNew Mexico's Dominance: Lea and Eddy counties account for 78% of onshore federal oil production, representing 14% of total U.S. onshore productionFederal Lands Significance: 29% of total U.S. production comes from federal lands and the Gulf of MexicoTrump Administration's Role: Companies stockpiled federal leases during the first Trump administration, allowing continued drilling during Biden's lease sale moratorium3. Strategic Petroleum Reserve (SPR) DrawdownThe SPR is being drained at record pace and approaching "deadpool" (critical minimum levels)Current levels around 365-378 million barrels, with projections to hit deadpool by AugustCalifornia facing severe refined product shortages (jet fuel, diesel)4. Renewable Energy & Climate Policy CostsClimate Lawfare: Democratic state attorneys general sued the Trump administration over ending offshore wind projectsFinancial Impact: $2 trillion spent on net zero pathways, including $690 billion on renewables, with only 3% energy gainsComparison: $10 trillion could build 267 nuclear reactors instead of wind/solarCalifornia's CARB Program: Gavin Newsom expanded emissions regulations despite energy challenges5. Refinery Operations & SafetyU.S. crude refiners pushing runs to maximum levels, creating safety concernsSkipping periodic maintenance to meet demand increases risk of incidentsValero stock performance highlighted as investment opportunity6. Geopolitical Tensions & Energy SecurityIran Strikes: Iran's Revolutionary Guard striking targets in the Gulf, including Kuwait's airportLNG Tanker Concerns: Multiple LNG tankers going dark (transponders off) in the Persian Gulf, raising security concernsRisk of Escalation: Potential for major price spikes if geopolitical tensions worsen7. Maritime & Shipping PolicyDiscussion of the Jones Act and its impact on shipping efficiencyUpcoming interview with maritime expert Dr. Beatrice Canamara about alternative solutions$5 billion Texas shipyard upgrade for Coast Guard Icebreakers8. Agricultural Land & Environmental ConcernsDebate over data center development on farmland vs. renewable energy installationsWind and solar farms permanently damage agricultural land through chemical leaching and deep foundations$89 billion land reclamation fee coming due for renewable installationsThe podcast presents a comprehensive energy news briefing with emphasis on the intersection of energy policy, geopolitics, environmental concerns, and economic impacts.We had 8 big stories today: 1.West Texas Data Center Project Addresses Activist Concerns Head-On2.Unprecedented Dominance: Two NM Counties Account For 78% of Onshore Federal Oil Production3.Data Centers Are Moving to Unincorporated Areas to Avoid Citizen Decision Impacts – Energy News Beat Exclusive Analysis4.State Attorneys General Sue Trump Administration Over Payment Ending Offshore Wind ProjectsHow Much Has Climate Lawfare Cost US Consumers?5.SPR Draw Down at Critical Levels and May Surpass the Biden Abuse6.US Crude Refiners Are Pushing Run Rates to Maximum Levels: Safety Concerns, Maintenance Trade-offs, Export Boom, and Investor Implications7.Iranian Strikes in the Gulf Raise Stakes for Gulf States8.Vitol Says Europe and US Aren't Facing Up to Oil Supply Crunch: How Will This Rubber Band Snap Impact Consumers and Investors?Thank you, Todd, for your great industry leadership.We have some great interviews lined up next week.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

California State Assemblyman Stan Ellis and Mike Ariza stop by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon to discuss the critical nature of the energy crisis facing California, which is about to unfold. Assemblyman Ellis, Mike, and Professor Mische have been working to help get the Federal Government involved to help out California consumers from this potential diesel, gasoline, and jet fuel crash. Hat tip to David Blackmon for carrying the podcast as I had internet issues. 1. California's Fuel Supply CrisisThe episode centers on an impending fuel shortage in California caused by multiple factors:Refineries shutting down (Valero, Rodeo, Marathon, Phillips)Tanker shipments from Asia halted since mid-MarchImports now account for 40%+ of California's fuel supplyOnly 3-7 days of fuel storage remaining (vs. Governor Newsom's claim of 30 days)Tankers from the Gulf take 25-45 days to reach California due to Panama Canal backups2. Political Dysfunction in CaliforniaAssemblyman Stan Ellis criticizes:Inefficient time management in the state assembly (spending $40,000/hour on ceremonial resolutions)Partisan gridlock and ideological rigidity among Democratic leadershipLack of accountability and poor legislative prioritizationThe disconnect between politicians and real-world business operations3. California's Energy Policy ProblemsKey issues highlighted:CARB regulations: Reformulated fuel requirements (Carbob) limit fuel sourcesCap and Trade: Billions diverted to high-speed rail instead of infrastructure or energy solutionsEnvironmental lawsuits: Constant litigation blocking oil and gas developmentRenewable diesel conversion: Rodeo and Marathon refineries converted away from gasoline/jet fuel production, removing 350,000 barrels/day of capacity4. Short-term and Long-term SolutionsProposed remedies include:Immediate: Import non-Carbob gasoline from the Gulf; suspend Jones Act restrictionsMedium-term: Executive orders to federalize oil and gas as a national security issueLong-term: Increase domestic drilling, restore refinery profitability, eliminate Cap and Trade, invest in alternative energy (fusion, nuclear, hydrogen)5. Geopolitical and Supply Chain IssuesU.S. importing 30% of crude oil from the Middle EastIndirect support of Russia through purchases of Indian fuel (which sources from Russia)Iran's strait closure affecting global oil productionOther countries (Nevada, Arizona) dependent on California's fuel supply6. Economic and National Security ImplicationsOil and gas represent 8% of California's GDP; without it, the other 92% is unsustainableMilitary bases (42 in California) dependent on fuel supplyCommercial aviation and trucking (grocery delivery) at riskPotential for widespread economic disruption if crisis occursThe overall tone is urgent and critical of California's environmental policies. Things have to change quickly to avoid the crisis. Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/Check out the Energy Impacts at https://blackmon.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

This will be a great episode of the Energy Impacts Podcast with David Blackmon and his guest, Dan Doyal, author and President of Relliance Well Services. Buckle up as David and Dan will be covering the hard truth in the oil and gas markets. Live on LinkedIn and YouTube.1. Dan Doyle's Background in Oil & GasDan shares his journey from college through various roles in the industry—starting with his father's well-drilling venture in the late 1970s, moving to Texas, experiencing the price crash of the 1980s, a brief detour into filmmaking, and eventually founding his own fracking company. This sets the context for his book "Of Roughnecks and Riches."2. Media Misrepresentation of the Oil & Gas IndustryA significant portion of the conversation focuses on how the industry has been negatively portrayed in popular media—from shows like Dallas to documentaries like "Gasland" (funded by the Park Foundation). They discuss Josh Fox's discredited documentary that falsely portrayed methane issues and how this shaped public perception. They contrast this with the more balanced portrayal in the TV show "Yellowstone."3. Environmental Policy & Political IdeologyThe hosts discuss how hard-left environmental policies have created barriers to energy production, particularly in New York State, which has banned fracking despite the economic benefits seen in neighboring Pennsylvania. They critique how these policies disproportionately affect the poor and middle class through higher energy costs, while also preventing economic development.4. New York vs. Wyoming Regulatory EnvironmentsA key comparison emerges between New York's ideologically-driven restrictions on energy production versus Wyoming's practical, business-friendly regulatory approach. They discuss how New York's ban on Marcellus shale extraction has created economic disparity compared to Pennsylvania, while Wyoming actively supports responsible oil and gas development.5. The Marcellus Pipeline DebateThey discuss the challenges of building a 150-mile pipeline to transport Marcellus gas to New England, which would reduce dependence on imported LNG from Russia and Algeria. New York's resistance to this project exemplifies the broader policy conflicts.6. Financial Stress in the Oil BusinessDan elaborates on the extreme financial volatility in oil and gas—dealing with dramatic price fluctuations, lease expiration pressures, and the stress of maintaining financing. He shares personal stories about the emotional and family toll of operating in such an uncertain industry.7. Aubrey McClendon & Industry DynamicsThey discuss the legendary wildcatter Aubrey McClendon, his aggressive leasing strategy during the Eagle Ford boom, and how gas price declines ultimately contributed to his downfall despite his vast acreage holdings.8. Book Publishing ChallengesDan discusses the modern book publishing industry—the volume-based approach, the need for authors to actively promote their own work, and how the business has changed significantly. They also discuss the shift toward audiobooks as a primary consumption method.Check out the book on Amazon https://a.co/d/03oXx4IJConnect with Dan on X @DanDoyleOilCheck out the Energy Absurdities Substack at https://blackmon.substack.com/

California is running on fumes, and the Federalization of Sable Offshore will only save part of the oil and gas industry. Will the Trump Administration step in and save California from itself? You won't want to miss this episode. This ain't your Cats and Dogs living with each other, this is a full-blown apocalypse about to happen. This is a follow-up podcast to the one I had with Mike Ariza, and this time, David Blackmon and Professor Mike Mische are here to discuss the potential 7 Executive Orders that President Trump must enact to literally save the country.This is an eye-opening discussion from Professor Mische and Mike Ariza, with real boots-on-the-ground information.1. California's Energy Crisis & Supply ShortagesThe discussion centers on a critical fuel shortage affecting California, including gasoline, diesel, and jet fuel. This is driven by the shutdown of major refineries in the state, creating concerns about price spikes, supply disruptions, and impacts on transportation, agriculture, and military operations.2. Proposed Executive Orders & Defense Production ActExperts have drafted seven executive orders that could be invoked under the Defense Production Act to address the crisis. These orders aim to:Increase domestic oil and gas productionReopen and support refineriesOverride California's regulatory authority for faster responseThe discussion suggests these would likely withstand legal challenges3. National Security ImplicationsThe conversation emphasizes broader security concerns, noting that California has historically been a major fuel supplier for the U.S. military and economy. The loss of refining capacity and increasing reliance on imports pose serious risks, especially in potential conflicts or global supply chain disruptions.4. Politics & Ideology in Energy PolicyThe podcast discussion suggests California's government has been unwilling or unable to address the crisis due to ideological priorities—particularly climate change policies—which have been prioritized over ensuring reliable and affordable energy supplies.5. Urgency & Consequences of InactionExperts emphasize the critical need for immediate intervention, warning of severe consequences, including fuel shortages, price spikes, economic disruption, and national security risks if action isn't taken.Connect with Professor Mische on his LinkedIn here: https://www.linkedin.com/in/michael-a-mische-987b30a/Connect with Mike Ariza on X https://x.com/MikeAriza4531Important Story Links: California will be a national security risk for the entire country!California Gasoline Supply Outlook: A Disaster in the Making https://californiaglobe.com/fr/california-gasoline-supply-outlook-a-disaster-in-the-making/California's Oil and Gas Crisis: From Military Threat to Mass Starvationhttps://californiaglobe.com/fr/from-military-threat-to-mass-starvation/EXCLUSIVE: Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Securityhttps://californiaglobe.com/fr/executive-orders-for-president-trump-ensuring-that-us-has-necessary-fuels-from-california-to-provide-us-national-security/Check out my Substack: https://blackmon.substack.com/

This ain't your Cats and Dogs living with each other, this is a full-blown apocalypse about to happen. This is a follow-up podcast to the one I had with Mike Ariza, and this time, David Blackmon and Professor Mike Mische are here to discuss the potential 7 Executive Orders that President Trump must enact to literally save the country.This is an eye-opening discussion from Professor Mische and Mike Ariza, with real boots-on-the-ground information.1. California's Energy Crisis & Supply ShortagesThe discussion centers on a critical fuel shortage affecting California, including gasoline, diesel, and jet fuel. This is driven by the shutdown of major refineries in the state, creating concerns about price spikes, supply disruptions, and impacts on transportation, agriculture, and military operations.2. Proposed Executive Orders & Defense Production ActExperts have drafted seven executive orders that could be invoked under the Defense Production Act to address the crisis. These orders aim to:Increase domestic oil and gas productionReopen and support refineriesOverride California's regulatory authority for faster responseThe discussion suggests these would likely withstand legal challenges3. National Security ImplicationsThe conversation emphasizes broader security concerns, noting that California has historically been a major fuel supplier for the U.S. military and economy. The loss of refining capacity and increasing reliance on imports pose serious risks, especially in potential conflicts or global supply chain disruptions.4. Politics & Ideology in Energy PolicyThe podcast discussion suggests California's government has been unwilling or unable to address the crisis due to ideological priorities—particularly climate change policies—which have been prioritized over ensuring reliable and affordable energy supplies.5. Urgency & Consequences of InactionExperts emphasize the critical need for immediate intervention, warning of severe consequences, including fuel shortages, price spikes, economic disruption, and national security risks if action isn't taken.Connect with Professor Mische on his LinkedIn here: https://www.linkedin.com/in/michael-a-mische-987b30a/Connect with Mike Ariza on X https://x.com/MikeAriza4531Important Story Links: California will be a national security risk for the entire country!California Gasoline Supply Outlook: A Disaster in the Making  https://californiaglobe.com/fr/california-gasoline-supply-outlook-a-disaster-in-the-making/California's Oil and Gas Crisis: From Military Threat to Mass Starvationhttps://californiaglobe.com/fr/from-military-threat-to-mass-starvation/EXCLUSIVE: Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Securityhttps://californiaglobe.com/fr/executive-orders-for-president-trump-ensuring-that-us-has-necessary-fuels-from-california-to-provide-us-national-security/You can also find all of the stories on https://energynewsbeat.com/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-reportAnd we have WellDatabase rolling in as a new sponsor.

The Structural Shift is how the capital is going to be allocated, either in new pipelines, or getting coal plants out of mothball storage, or even developing your country's energy sources. Net Zero has hit a wall, and energy security is taking center stage. We have David Blackmon, Mike Ariza, and Professor Mische on the podcast tomorrow covering the 7 huge Executive Orders President Trump is rolling out. 1. Structural Shift in Capital Allocation (Energy Sector)The conversation explores how investment patterns in the energy industry are changing, with capital moving toward pipeline infrastructure and away from traditional routes like the Strait of Hormuz. This reflects broader concerns about energy security and the need for self-sufficient energy systems.2. Coal ResurgenceA significant theme is the unexpected comeback of coal as an energy source. Despite previous commitments to phase out coal, demand is increasing in Europe and Asia, with coal plants being restarted or kept operational. This challenges the "net zero" movement and highlights the continued reliance on fossil fuels.3. Iran Conflict and Energy Market DisruptionsThe transcript discusses how geopolitical tensions, particularly involving Iran, create vulnerabilities in global oil supply chains. The Strait of Hormuz is a critical chokepoint, and disruptions there could cause significant price spikes and market volatility.4. U.S. Energy Dominance and ExportsThere's emphasis on the U.S. position as a major energy exporter—including coal, oil, and gas. The discussion highlights how U.S. energy production could help offset global supply disruptions and strengthen America's geopolitical position.5. Financial and Investment AnalysisThe transcript includes stock market analysis and investment opportunities, focusing on energy companies like Peabody Energy, Exxon, and Chevron, suggesting potential gains in the sector.6. Podcast Content and Expert DiscussionsReferences to upcoming episodes and expert guests indicate this is part of a broader series examining the energy crisis and its implications.1.A Structural Shift in Capital Allocation in the Energy Sector is Underway Due to the Iran Conflict2.U.S. Oil Blockade Is Set to Boost American Exports, and Impact Consumers3.Coal Is Back in Play Around the World4.President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities5.Dallas Fed Impact Study of the 2026 Iran War on U.S. Inflation: A Scenario Analysis6.Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security7.US is quickly lining up Tankers in the Gulf of America8.Peabody Energy May Be the Only Winner of the Strait of Hormuz Blockade9.The Oilfield Service Crunch Is HereYou can also find all of the stories on https://energynewsbeat.com/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-reportAnd we have WellDatabase rolling in as a new sponsor.●

The Strait of Hormuz is still closed, and we have 9 huge stories to cover on today's Energy News Beat Stand Up. I am calculating that $82 will be the new floor after we get the tankers rolled out of the Persian Gulf and refilled. I go through all of that and how I came up with that number. 1. Oil and Gas Market DynamicsThe conversation extensively covers the energy market, including:Potential impacts of Strait of Hormuz closure on oil pricing (predictions of $82 floor and $100 as a possibility)Global supply disruptions from Middle East production shutdownsRefining capacity constraints in the Gulf region due to physical attacksOPEC production trends and market implications2. Geopolitical Tensions and Energy SecurityA significant focus on how international conflicts affect energy markets:U.S./Israel-Iran conflict and its ripple effects on global energy supplyAnalysis of how major oil corporations (Exxon Mobil, Chevron) are positioned amid tensionsPotential peace scenarios linked to Venezuela sanctions3. Data Center and Energy Infrastructure ExpansionDiscussion of rapid infrastructure growth in the U.S.:Explosive expansion of data centers, particularly in TexasStrain on state power grids from this growthComparative analysis of data center development across Texas, Virginia, and Georgia4. Renewable Energy and Subsidy PolicyCritical examination of renewable energy economics:Long-standing wind farm subsidies and their effectivenessChallenges of pricing energy while accounting for externalitiesFeasibility of meeting 100% energy demand through wind and solar1.It Will Take Months for the Oil, Gas and LNG Markets to Stabilize, and the New Floor Is Around $822.The Saudi East-West Pipeline has been attacked. Still functional, and damage assessment is underway.3.ExxonMobil Sees 6% of Global Output Impacted by Iran War, But What Does This Mean for Q1 and Q2?4.Goldman Says Another Month Means Over $100 Brent Through 20265.JP Morgan's Letter to Investors: Implications and Actions6.How will the global oil and gas markets look post Iran War7.Chevron Faces Smaller Mideast Disruptions Than ExxonMobil Amid Iran War – A Side-by-Side Comparison8.Texas is leading in AI and Data Centers, but at what cost?9.Wind Farms Have Had 50 Years of Subsidies: Should We Rethink How Energy Is Priced?We have Jon Brewton, with Data2, next week, and on the California Crisis, Professor Mische, David Blackmon, and Mike Areiz. Tomorrow, we are releasing Jason Arceneaux, President and Chairman of the Board for Arc Energy, and we will cover the global oil markets. Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/Also, a shout-out to our great Sponsors:A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcasthttps://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-reportWe also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/

This was a hard-hitting discussion by Mike Ariza, Downstream Expert, fresh off last night's Town Hall with Professor Mische and a host of other key people discussing the horrific National Security Crisis in California and how the Strait of Hormuz is about to impact the entire half of the United States. Yes, you heard that correctly." If you can't move food, I mean, you can, if the Port of Los Angeles shuts down, the Porta Long Beach shuts down. And if you can move food people are going to starve in California and Reno and Vegas and Arizona. And that's just, it's a simple fact. If you don't have the fuel, you don't have the logistics. "Mike Ariza, Downstream Energy ExpertThank you, Mike, and we look forward to seeing you and the Professor with David Blackmon on the next Energy News Beat Panel on California National Security Crisis Unfolding.1. California's Energy CrisisThe Podcast focuses heavily on California's declining refinery capacity (down to just 7 refineries) and the state's growing dependence on imported fuel—40-60% of gasoline, diesel, and jet fuel now comes from outside the state. This has created infrastructure bottlenecks and supply constraints, leading to price spikes.2. Economic Impact on Key IndustriesAgriculture: Farmers face bankruptcy due to skyrocketing diesel and fertilizer costsFishing: Small fishermen struggle with increased regulations and monitoring costsBroader economy: Risk of food shortages and potential civil unrest if fuel supply is disrupted3. Criticism of California's Policy FrameworkThe discussion critiques several state policies:The "cap and invest" program, characterized as ineffective and benefiting certain groupsReluctance to approve new oil and gas permits despite available resourcesA perceived disconnect between environmental policies and practical energy security needs4. Call for Federal ActionThere's an emphasis on the need for federal intervention, particularly invoking the Defense Production Act to stabilize the energy market and keep refineries operational.5. Potential SolutionsWe cover the alternatives, including:The Sable offshore project for increased domestic productionRenewable diesel options, though, with concerns about high energy consumption and costsCheck out The Energy News Beat Substack https://theenergynewsbeat.substack.com/Also, a shout-out to our great Sponsors:A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcasthttps://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-reportAnd check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/

David Blackmon stops by the Energy News Beat Stand Up - and we have way too much fun covering the top 10 Energy Stories.Today's show has a series of huge stories, and David Blackmon and I have way too much fun covering the wild energy stories going on around the world.1. Potential U.S. Acquisition of Karg IslandThe transcript discusses President Trump's comments about Iran potentially handing the U.S. a “very big present” related to oil and gas. This appears to reference Karg Island, which is critical to Iran's economy as it handles nearly 90% of Iran's crude oil exports. The geopolitical implications of U.S. control over this strategic asset are explored.President Donald Trump dropped a bombshell yesterday in the White House Oval Office: Iran just handed the United States a “very big present” worth a tremendous amount of money. It wasn't nuclear-related, he stressed. It was “oil-and-gas-related” and tied directly to the flow through the Strait of Hormuz. Trump called it a “significant prize” that proves America is “dealing with the right people” in Tehran — and that Iran “wants to make a deal… very badly.”The timing could not be more explosive. The Strait of Hormuz has been largely shuttered since the U.S.-Israeli campaign began on February 28, sending global oil prices soaring and choking off roughly 20% of the world's traded crude. Yet Trump's cryptic “gift” comment has energy markets buzzing with speculation: Did Washington just secure de facto control — or at least a major concession — over Iran's crown jewel, Kharg Island?Why Kharg Island Changes EverythingKharg Island, a tiny coral outcrop 20 miles off Iran's coast, handles nearly 90% of Iran's crude exports — about 1.5–1.7 million barrels per day before the war. U.S. forces already struck military targets there earlier this month, but left the oil infrastructure largely intact. Trump has talked for decades about seizing it. Now, with Marines from the 31st MEU and additional amphibious assets en route, the island sits at the center of every war-gaming scenario.2. Global Refinery Attacks and DisruptionsThere's extensive coverage of refinery attacks occurring worldwide, affecting fuel supply and production capacity. The discussion includes a country-by-country breakdown of impacts in major oil-producing nations like Saudi Arabia, Russia, and Australia, highlighting how these disruptions ripple through global energy markets.3. Shifting Oil Price NarrativesThe transcript examines how market expectations have fundamentally changed—from predictions of an oil glut and lower prices to forecasts of sustained higher prices. Analysis from major financial institutions like Goldman Sachs and JP Morgan is referenced to support these shifting outlooks.4. Global Fertilizer and Agriculture CrisisThe potential closure of the Strait of Hormuz is discussed as a trigger for LNG supply disruptions, which would severely impact fertilizer production. Combined with Russia's halt on ammonium nitrate exports, this threatens global food supply chains.5. California's Energy VulnerabilitiesThe transcript covers Chevron's warnings about a potential fuel crisis in California, driven by the Iran conflict and the state's dependence on imported fuels. Legal and regulatory challenges around refinery closures and offshore oil production are also discussed.6. Additional Energy ConcernsBrief mentions of refinery explosions (Valero Port Arthur) and emerging cybersecurity risks related to electric vehicle batteries.1.Iranian War May Have an Off Ramp – Did The US Just Get Kharg Island?2.Refineries Under Attack Globally3.On Oil Prices, Ther Narrative Shifts to ‘Higher for Longer-David Blackmon –Forbes4.Global Fertilizer Crisis Deepens: Strait of Hormuz Closure, Diesel Shortages, and LNG Disruptions Threaten Agriculture and Food Security5.Iran Gas Flow to Turkey Said to Stop After South Pars Strike6.Chevron to Buy Oil from Sable Offshore for Californians7.Chevron Warns California Risks Fuel Crisis Unless Iran War Eases8.Valero Port Arthur Refinery Explosion Shuts Down 435,000 b/d Refinery9.America's superpower is natural gas.10.Security experts concerned on potential harm of EV batteriesA shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcasthttps://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

David Blackmon stops by the Energy News Beat Stand Up - and we have way too much fun covering the top 10 Energy Stories.Today's show has a series of huge stories, and David Blackmon and I have way too much fun covering the wild energy stories going on around the world.1. Potential U.S. Acquisition of Karg IslandThe transcript discusses President Trump's comments about Iran potentially handing the U.S. a “very big present” related to oil and gas. This appears to reference Karg Island, which is critical to Iran's economy as it handles nearly 90% of Iran's crude oil exports. The geopolitical implications of U.S. control over this strategic asset are explored.President Donald Trump dropped a bombshell yesterday in the White House Oval Office: Iran just handed the United States a “very big present” worth a tremendous amount of money. It wasn't nuclear-related, he stressed. It was “oil-and-gas-related” and tied directly to the flow through the Strait of Hormuz. Trump called it a “significant prize” that proves America is “dealing with the right people” in Tehran — and that Iran “wants to make a deal… very badly.”The timing could not be more explosive. The Strait of Hormuz has been largely shuttered since the U.S.-Israeli campaign began on February 28, sending global oil prices soaring and choking off roughly 20% of the world's traded crude. Yet Trump's cryptic “gift” comment has energy markets buzzing with speculation: Did Washington just secure de facto control — or at least a major concession — over Iran's crown jewel, Kharg Island?Why Kharg Island Changes EverythingKharg Island, a tiny coral outcrop 20 miles off Iran's coast, handles nearly 90% of Iran's crude exports — about 1.5–1.7 million barrels per day before the war. U.S. forces already struck military targets there earlier this month, but left the oil infrastructure largely intact. Trump has talked for decades about seizing it. Now, with Marines from the 31st MEU and additional amphibious assets en route, the island sits at the center of every war-gaming scenario.2. Global Refinery Attacks and DisruptionsThere's extensive coverage of refinery attacks occurring worldwide, affecting fuel supply and production capacity. The discussion includes a country-by-country breakdown of impacts in major oil-producing nations like Saudi Arabia, Russia, and Australia, highlighting how these disruptions ripple through global energy markets.3. Shifting Oil Price NarrativesThe transcript examines how market expectations have fundamentally changed—from predictions of an oil glut and lower prices to forecasts of sustained higher prices. Analysis from major financial institutions like Goldman Sachs and JP Morgan is referenced to support these shifting outlooks.4. Global Fertilizer and Agriculture CrisisThe potential closure of the Strait of Hormuz is discussed as a trigger for LNG supply disruptions, which would severely impact fertilizer production. Combined with Russia's halt on ammonium nitrate exports, this threatens global food supply chains.5. California's Energy VulnerabilitiesThe transcript covers Chevron's warnings about a potential fuel crisis in California, driven by the Iran conflict and the state's dependence on imported fuels. Legal and regulatory challenges around refinery closures and offshore oil production are also discussed.6. Additional Energy ConcernsBrief mentions of refinery explosions (Valero Port Arthur) and emerging cybersecurity risks related to electric vehicle batteries.1.Iranian War May Have an Off Ramp – Did The US Just Get Kharg Island?2.Refineries Under Attack Globally3.On Oil Prices, Ther Narrative Shifts to ‘Higher for Longer-David Blackmon –Forbes4.Global Fertilizer Crisis Deepens: Strait of Hormuz Closure, Diesel Shortages, and LNG Disruptions Threaten Agriculture and Food Security5.Iran Gas Flow to Turkey Said to Stop After South Pars Strike6.Chevron to Buy Oil from Sable Offshore for Californians7.Chevron Warns California Risks Fuel Crisis Unless Iran War Eases8.Valero Port Arthur Refinery Explosion Shuts Down 435,000 b/d Refinery9.America's superpower is natural gas.10.Security experts concerned on potential harm of EV batteriesA shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcasthttps://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 PictureThe green new scam is dead, and in Texas people are now seeing that wind and solar cannot support the electrical load during the cold. China said the quiet part out loud, they were suppose to be the reserve currency. Trump’s new Fed chair help with the transition. Trump is now exposing the criminal underworld the people of this country. The people are seeing all the pieces of the crimes they have committed. When the people see that all the characters are criminals and have done horrible things and that these people are the same ones that have been trying to stop trump, it is game over. Trump is now pushing the Save Act to shutdown the [DS]. Trump is setting the country up for the win.   Economy Report: Texas Wind and Solar Failed During This Week's Winter Storm, Grid Carried by ‘Natural Gas and Coal' The recent snow storm that overtook Texas reportedly crashed the state's wind and solar energy generators, leading to natural gas, coal, and nuclear providing most of the state's electricity. https://twitter.com/RyanMaue/status/2015854614206206101?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2015854614206206101%7Ctwgr%5Eccb14922c034250da614ea4ff40e89ae08ce9117%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F02%2Freport-texas-wind-solar-failed-weeks-winter-storm%2F According to David Blackmon, an energy-related public policy analyst and consultant, by the early morning hours of Jan. 26, natural gas, goal, and nuclear were providing 89 percent of all the state's power. “Natural gas alone is chugging along at an impressive 68%,” Blackmon reported online on Substack later that same day. Politico similarly reported that the U.S. energy grid “leaned heavily on coal and natural gas generation to satisfy the energy appetite from Winter Storm Fern.” https://twitter.com/mayes_middleton/status/2015822288663228536?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2015822288663228536%7Ctwgr%5Eccb14922c034250da614ea4ff40e89ae08ce9117%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F02%2Freport-texas-wind-solar-failed-weeks-winter-storm%2F Source: thegatewaypundit.com China is on a ‘strong currency' mission to make the yuan a global reserve: Xi Xi Jinping says the goal of becoming an international powerhouse is a long-term one and will rest on core foundations China needs to build a “strong currency” that can become widely used in international trade, investment and foreign exchange markets, and reach the status of a global reserve. Source:.scmp.com Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump The Trump administration is preparing to launch a major initiative aimed at protecting US manufacturers from disruptions in the supply of critical minerals, committing about $12 billion in initial funding to build a strategic stockpile of essential materials, according to Bloomberg. The project, known as Project Vault, is designed to reduce America's dependence on China for rare earths and other strategically important metals. By creating a centralized reserve for civilian industries, officials hope to cushion companies against sudden shortages and sharp price swings that can disrupt production and strain finances. Shares of MP Materials, USA Rare Earth, Critical Metals and other rare earth associated names are higher between 5% and 10% heading into the cash open on Monday on the news. At this point it’s safe to say last week’s Reuters rare earth hit piece (authored most likely at the behest of a disgruntled short), which sent the sector tumbling on disputed claims the Trump administration was seeking to distance itself from the rare earth space by moving away from a price floor on critical metals and suggesting MP’s deal with the government may be in question, has been thoroughly debunked. Even the MP Materials X account was mocking the grotesque misreporting: https://twitter.com/MPMaterials/status/2016734732835573833?ref_src=twsrc%5Etfw Project Vault will be financed through a mix of private and public funding: $1.67 billion is expected to come from private investors, while the US Export-Import Bank is set to provide a $10 billion loan with a 15-year term. The bank's board is scheduled to vote on the deal, which would be the largest in its history. More than a dozen major companies have joined Project Vault, including General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google. Three large trading firms – Hartree Partners, Traxys North America, and Mercuria Energy – will handle sourcing and purchasing materials for the stockpile.    Source: zerohedge.com https://twitter.com/Geiger_Capital/status/2018319873609290010?s=20 https://twitter.com/StephenMoore/status/2017295983940354307?s=20 https://twitter.com/profstonge/status/2018300872447418573?s=20 (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"); Political/Rights https://twitter.com/rickygervais/status/2018249171900227730?s=20 https://twitter.com/NICKIMINAJ/status/2018147684276748388?s=20 https://twitter.com/NICKIMINAJ/status/2018146323581513971?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2018146323581513971%7Ctwgr%5Ebf8eb4e3fdfcee731660a65a8ed9f8dad15fa004%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F02%2Fnicki-minaj-fires-back-grammys-host-trevor-noah%2F know — yet they continue to attempt bullying. Also, I won't be releasing an album until my contract is renegotiated & until I tell you about all the sabotage this RICO is finding out about Billboard. https://twitter.com/NICKIMINAJ/status/2018156644689920362?s=20   https://twitter.com/TrumpWarRoom/status/2018142074906845333?s=20    accused of being there, not even by the Fake News Media. Noah, a total loser, better get his facts straight, and get them straight fast. It looks like I'll be sending my lawyers to sue this poor, pathetic, talentless, dope of an M.C., and suing him for plenty$. Ask Little George Slopadopolus, and others, how that all worked out. Also ask CBS! Get ready Noah, I'm going to have some fun with you! President DJT https://twitter.com/Patri0tContr0l/status/2018162192676229182?s=20   the TV tells them to. https://twitter.com/DrunkRepub/status/2017198485510963485?s=20   https://twitter.com/MrAndyNgo/status/2018184786209087562?s=20   Lord Mandelson resigns from Labour Party over Epstein links Lord Mandelson says he has resigned his membership of the Labour Party as he does not want to “cause further embarrassment” by his links to the late convicted paedophile Jeffrey Epstein. The former cabinet minister, who was sacked as US ambassador last year because of his past connections to Epstein, appeared in the latest release of files by the US Department of Justice on Friday. Documents suggest Epstein made $75,000 (£55,000) in payments to Lord Mandelson in three separate $25,000 transactions in 2003 and 2004. In his letter to Labour’s general secretary on Sunday, Lord Mandelson said: “I have been further linked this weekend to the understandable furore surrounding Jeffrey Epstein and I feel regretful and sorry about this.” He added: “Allegations which I believe to be false that he made financial payments to me 20 years ago, and of which I have no record or recollection, need investigating by me. Source: bbc.com https://twitter.com/Patri0tContr0l/status/2018011104094380207?s=20  TRUMP'S DOJ that arrested Epstein. Facts are hard for professional liars like Eric Swalwell.   Newly-Released Emails Reveal Jeffrey Epstein May Have a Secret Son  Newly-released emails reveal Jeffrey Epstein may have a secret son. Sarah Ferguson, the former Duchess of York, congratulated Epstein on the birth of his baby boy. Ferguson said she ‘heard from the Duke' that Epstein had a baby boy. The email is date September 21, 2011 so if Epstein has a secret son, he would be 14 years old today. The Daily Mail reported:   Source: thegatewaypundit.com https://twitter.com/JayTC53/status/2018073517368184847?s=20  Jew night” “media elite” and “once the money is paid” https://twitter.com/JayTC53/status/2018128138715443273?s=20 the biggest Trump haters were best friends with Jeffery Epstein https://twitter.com/WarClandestine/status/2018358307052793892?s=20   since been neutralized by King Salman and new crown Prince MBS. This Epstein email reveals (confirms) two sides of the Deep State triangle. House of Saud, and the Rothschilds. https://twitter.com/elonmusk/status/2018185343263019234?s=20  https://twitter.com/elonmusk/status/2017859237502767117?s=20 https://twitter.com/amuse/status/2018351298685419772?s=20   the documents with required redactions. With Trump exonerated & damaging details now pointing toward Democrat power brokers, the pressure has abruptly flipped back to secrecy. https://twitter.com/WarClandestine/status/2018138887655133692?s=20   https://twitter.com/WarClandestine/status/2018017331499213275?s=20      DOGE Geopolitical https://twitter.com/visegrad24/status/2018020919252230227?s=20   since 1996 but was stormed by the police for the eviction 5 weeks ago. Nearly 2000 of the protesters later broke off from the main demonstration and fought the police for hours in the streets. They threw stones, fireworks and homemade bombs while also setting barricades and police vehicles on fire. Many Italians are now calling on Meloni to launch a crackdown against violent far-left extremist. https://twitter.com/EricLDaugh/status/2018311833405293048?s=20    friendship and respect for Prime Minister Modi and, as per his request, effective immediately, we agreed to a Trade Deal between the United States and India, whereby the United States will charge a reduced Reciprocal Tariff, lowering it from 25% to 18%. They will likewise move forward to reduce their Tariffs and Non Tariff Barriers against the United States, to ZERO. The Prime Minister also committed to “BUY AMERICAN,” at a much higher level, in addition to over $500 BILLION DOLLARS of U.S. Energy, Technology, Agricultural, Coal, and many other products. Our amazing relationship with India will be even stronger going forward. Prime Minister Modi and I are two people that GET THINGS DONE, something that cannot be said for most. Thank you for your attention to this matter!   War/Peace  https://twitter.com/AP/status/2017881629440483383?s=20     https://twitter.com/RapidResponse47/status/2018022342731976897?s=20 We have the biggest, most powerful ships in the world over there… hopefully, we’ll make a deal. If we don’t make a deal, then we’ll find out whether or not he was right.” https://twitter.com/WarClandestine/status/2018030967823192563?s=20 Medical/False Flags   [DS] Agenda https://twitter.com/EndWokeness/status/2018176829723398321?s=20  https://twitter.com/Tyler2ONeil/status/2017430244496412840?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2017430244496412840%7Ctwgr%5E1d06078b39cc73de0216e98cb34ee981fb7d135c%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.dailysignal.com%2F2026%2F02%2F02%2Fbreaking-2-more-arrested-minnesota-church-invasion%2F  Armstrong tells Lemon—who knows the location but is hiding it from his audience—that they’re going to “disrupt business as usual” at what we later learned was Cities Church. Lemon said he would see her there. https://twitter.com/AGPamBondi/status/2018326184468058566?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2018326184468058566%7Ctwgr%5E1d06078b39cc73de0216e98cb34ee981fb7d135c%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.dailysignal.com%2F2026%2F02%2F02%2Fbreaking-2-more-arrested-minnesota-church-invasion%2F   https://twitter.com/libsoftiktok/status/2018337163188846994?s=20   https://twitter.com/Rightanglenews/status/2018101057902059727?s=20 Anti-ICE Resistance Manuals and Training at Schools Receiving Federal Funding Anti-ICE resistance training manuals, including de-arresting and blocking, are being distributed, and in some cases, the training is being held in schools receiving government funding. Image of de-arresting by Minnesota ICE Watch. Minnesota ICE Watch, the organization that Renee Good and her wife were members of, distributed a document known as the “De-Arrest Primer,” which instructs activists on how to physically interfere with law enforcement officers during arrests. The manual provides detailed guidance on pulling detainees from officers' grips, pushing and pulling officers, breaking holds, and opening law enforcement vehicles to free suspects. The manual also teaches the use of coordinated chanting to create confusion and overwhelm officers during active arrests, as well as surrounding officers until they release detainees. The guide openly acknowledges that these actions may constitute criminal offenses but argues that the risk is justified. Each successful interference is described as a “micro-intifada,” framed as a tactic meant to spread, replicate, and inspire wider disruption. The manual claims these methods originated in pro-Palestinian campus protests and presents them as a model for broader resistance activity. While no single formal publisher is identified, the manual appears to originate from broader activist and radical networks that promote direct physical interference with law enforcement. It has circulated widely through Instagram and other activist communication channels and has been used in training individuals described as “constitutional observers” or “ICE watchers.”   Source: thegatewaypundit.com https://twitter.com/nicksortor/status/2018111147237425556?s=20   https://twitter.com/nicksortor/status/2018114619320017259?s=20   JUST IN: Chicago Mayor Brandon Johnson Signs “ICE On Notice” Executive Order to Prosecute ICE Agents  Chicago Mayor Brandon Johnson at a press conference hosted by Illinois Governor J.B. Pritzker / Screenshot: MSNBC Chicago Mayor Brandon Johnson signed an executive order on Saturday, launching investigations into ICE agents and laying the groundwork for criminal referrals for alleged law violations.  The order “creates a framework for public accountability in the event federal agents violate local or state law while operating in Chicago,” a press release from Johnson's office reads.  “Nobody is above the law. There is no such thing as ‘absolute immunity' in America,” Johnson said in a statement. Source: thegatewaypundit.com https://twitter.com/9mmsmg/status/2017633783638368516?s=20 https://twitter.com/Sec_Noem/status/2018435428932538861?s=20   President Trump's Plan  Federal Appeals Court Tosses Justice Department's Misconduct Complaint Against Judge Boasberg  A federal appeals court tossed out a Justice Department misconduct complaint against Judge James Boasberg. AS previously reported, DC Chief Judge James Boasberg and other DC Judges admitted bias against the Trump Administration during a March 2025 judicial conference with Chief Justice Roberts, according to a memo obtained by The Federalist. For the last year, DC Circuit Court Judges have engaged in a judicial coup against President Trump. Far-left DC judges James Boasberg, Beryl Howell, Chutkan, Berman Jackson and others have ruled against President Trump in every case related to deportations and firings in the Executive Branch. Source: thegatewaypundit.com   https://twitter.com/WallStreetApes/status/2018099758943084657?s=20   agencies, Los Angeles County has more than 36 states combined and 30X MORE than the whole state of Florida and New York “How is that possible? And take a look at this map, a cluster of 287 hospice providers, in a two-mile radius, some in strip malls, unmarked buildings, even a wrecking yard and vacant lot. All of it is just paperwork. I could fill that out in Kazakhstan if I want and get a hospice license waiting for me.” https://twitter.com/elonmusk/status/2018172495535247571?s=20      Rebuilding, can be, without question, the finest Performing Arts Facility of its kind, anywhere in the World. In other words, if we don't close, the quality of Construction will not be nearly as good, and the time to completion, because of interruptions with Audiences from the many Events using the Facility, will be much longer. The temporary closure will produce a much faster and higher quality result!   Based on these findings, and totally subject to Board approval, I have determined that the fastest way to bring The Trump Kennedy Center to the highest level of Success, Beauty, and Grandeur, is to cease Entertainment Operations for an approximately two year period of time, with a scheduled Grand Reopening that will rival and surpass anything that has taken place with respect to such a Facility before.   Therefore, The Trump Kennedy Center will close on July 4th, 2026, in honor of the 250th Anniversary of our Country, whereupon we will simultaneously begin Construction of the new and spectacular Entertainment Complex. Financing is completed, and fully in place! This important decision, based on input from many Highly Respected Experts, will take a tired, broken, and dilapidated Center, one that has been in bad condition, both financially and structurally for many years, and turn it into a World Class Bastion of Arts, Music, and Entertainment, far better than it has ever been before. America will be very proud of its new and beautiful Landmark for many generations to come. Thank you for your attention to this matter!   PRESIDENT DONALD J. TRUMP President Trump to SETTLE $10 BILLION IRS LAWSUIT — Plans to DONATE THE PROCEEDS TO CHARITY President Donald J. Trump is preparing to settle his massive $10 billion lawsuit against the Internal Revenue Service and the U.S. Treasury Department, and he says he will donate the entire payout to reputable charities instead of keeping a penny for himself. President Trump, Eric Trump, Don Jr., and the Trump Org filed a lawsuit against the IRS for leaking their tax returns. They are seeking $10 billion in damages. In September 2023, federal prosecutors charged a former IRS contractor who worked for the agency from 2018 to 2020 with unlawfully obtaining and disseminating the tax details of a high-ranking public official and numerous affluent Americans to media outlets. According to court documents and an official press release from the Department of Justice, Charles Littlejohn, 38, of Washington, D.C., stole tax return information associated with a high-ranking government official, referred to as Public Official A  – now known as Donald Trump. He then disclosed this information to a news organization identified as News Organization 1 – now known as The New York Times. Littlejohn reportedly stole IRS information on thousands of wealthy people. The stolen information was then disseminated to two news outlets (New York Times and ProPublica). “In July and August 2020, Littlejohn separately stole tax return information for thousands of the nation's wealthiest individuals. Littlejohn was again able to evade IRS detection. In November 2020, Littlejohn disclosed this tax return information to News Organization 2, which published over 50 articles using the stolen data. Littlejohn then obstructed the forthcoming investigation into his conduct by deleting and destroying evidence of his disclosures,” the DOJ previously said. L Source: thegatewaypundit.com   https://twitter.com/CynicalPublius/status/2018117811625730171?s=20   some facts: 1. Yesterday’s voter turnout was 94,938. 2. In the same district in 2024, the voter turnout was 400,339. 3. In the same district in 2022, the voter turnout was 277,883. 4. This was a special election to fill a vacant seat resulting from a state senator's promotion into state comptroller. 5. Based on the timing of this election and the next election, and the peculiar nature of Texas state government, it is a 99.99% certainty that this new Democrat will never cast a single vote in the term he is filling. 6. The vote was on a Saturday. I am as passionate a MAGA voter as is alive, but if I lived in TX-SD9, I would have stayed home and enjoyed my Saturday based on fact #5 alone. Is this good for the GOP? No. Is it bad for the GOP? No. Then what is it, CP, you big smartypants? IT'S NOTHING. IT'S MEANINGLESS. So everybody please calm down. For the 2026 midterms, every Trump voter knows that if he does not win, the House will impeach him twice weekly. That fact will be as widely understood as any fact during the 2024 election. There are still many issues Trump needs to work on, and I'm not guaranteeing a 2026 victory. What I AM guaranteeing is that yesterday's TX-SD9 election has as much meaning as peanut butter on a dog's nose. (The dog freaks, everybody laughs, but ultimately the dog gets the peanut butter and we all move on.) https://twitter.com/JohnBasham/status/2018199554764447926?s=20   The Georgia Elections Board. https://twitter.com/WSJ/status/2018277500464275804?s=20 Complaint against Tulsi Gabbard could do ‘grave damage to national security': Report The whistleblower's allegations are so highly classified that documents are being kept locked in a safe and the complaint still hasn't been shared with Congress From reproductive rights to climate change to Big Tech, The Independent is on the ground when the story is developing. Whether it’s investigating the financials of Elon Musk’s pro-Trump PAC or producing our latest documentary, ‘The A Word’, which shines a light on the American women fighting for reproductive rights, we know how important it is to parse out the facts from the messaging. At such a critical moment in US history, we need reporters on the ground. Your donation allows us to keep sending journalists to speak to both sides of the story. The Independent is trusted by Americans across the entire political spectrum. And unlike many other quality news outlets, we choose not to lock Americans out of our reporting and analysis with paywalls. We believe quality journalism should be available to everyone, paid for by those who can afford i   Source: the-independent.com There’s an “8 month old complaint” from a “US official” alleging “wrongdoing”   https://twitter.com/awaitekw14/status/2018081688803516456?s=20   ballots from Fulton. Coincidence? No way. COVID wasn’t just a ‘pandemic’—it was the engineered pretext that flipped every state rule on mail-ins, drop boxes, and signature verification. Harvest those ballots, truck them in after 3 a.m. stops, rinse & repeat in swing-state blue zones. Regime change 2.0 after Russiagate flopped.If they can prove those Fulton ballots trace back to illegal harvesting (or even foreign interference via the biolab network), the whole house of cards collapses. Treason on a scale we haven’t seen since the founding. Trump saying ‘interesting things happening’ soon? Understatement of the century. Stay frosty, patriots. The storm is here. https://twitter.com/liz_churchill10/status/2018006616369496424?s=20   https://twitter.com/AndrewDesiderio/status/2018375101847097793?s=20 Andrew Desiderio Schumer issues new statement reiterating that the SAVE Act is “dead on arrival” in the Senate — amid push from GOP Rep. Luna & others “If House Republicans add the SAVE Act to the bipartisan appropriations package it will lead to another prolonged Trump government shutdown” https://twitter.com/EricLDaugh/status/2018378753873969400?s=20 elections from fraud.  REP. AUGUST PFLUGER, Chair of Republican Study Committee nails it: “The House did our job nearly 300 days ago. It's high time that the Senate do theirs!”   President Donald Trump has proposed building a massive triumphal arch in Washington, D.C., often referred to as the “Independence Arch” or “Memorial Circle arch,” to be located on Columbia Island near the Potomac River, close to the Lincoln Memorial and Arlington National Cemetery.  The structure is envisioned as a 250-foot-tall monument, which would make it more than twice the height of the 100-foot Lincoln Memorial, taller than the 70-foot White House, and larger than Paris’s 164-foot Arc de Triomphe—though still shorter than the 630-foot Gateway Arch in St. Louis. Trump’s motivations stem from a desire to create a grand symbol of American pride and exceptionalism, emphasizing that Washington, D.C., is “the only city in the world that’s of great importance that doesn’t have a triumphal arch  The arch signifies Trump’s emphasis on monumental nationalism and grandeur, evoking historical triumphal arches built by emperors and leaders to commemorate triumphs and project power—earning it nicknames like “Arc de Trump.”  (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");

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

As we roll into the midterms, the Democrats are already rolling out "Affordability" as a key battle cry. Well, the facts show that the average blue state pays an estimated 37% more for electricity than the average red state.This podcast went out on the Energy Impacts Podcast with David Blackmon and the Energy News Beat Podcast with Stu Turley. Tom Pyle, the CEO of the Institute for Energy Research, lays out the article linked below, and it is very clear. Energy Policies account for the greatest increases in energy costs.The main topics discussed in this podcast are:1. Electricity and energy prices in the United States, particularly the higher costs in "blue" (Democratic-leaning) states compared to "red" (Republican-leaning) states. The transcript discusses a report by the Institute for Energy Research called "Blue States High Rates" that analyzes this trend.2. The impact of renewable energy policies and mandates, such as renewable portfolio standards, on electricity prices. The transcript argues that these policies, combined with the forced closure of traditional baseload power sources like coal and nuclear, have driven up costs in certain states.3. The challenges faced by states like California and New York in maintaining reliable and affordable energy supplies due to their aggressive climate and renewable energy policies. The transcript discusses issues like the closure of refineries, reliance on imported energy, and the difficulties in building new natural gas pipelines.4. The role of the federal government, particularly the Trump administration, in energy policy decisions and their impact on electricity prices. This includes topics like the EPA's endangerment finding and the potential benefits of rescinding it.5. The broader political and ideological divide between "red" and "blue" states on energy and climate policy, and how this translates into differences in electricity affordability for consumers.01:25 Intro to the main topic of Blue State and High Rates02:23 Tom Pyle, breaks down the report07:16 Wind and solar in Texas08:43 Graphic on costs in blue vs. red states14:25 transmission lines and costs17:24 California and its Energy Crisis21:02 Energy Policy defines electricity rates26:54 Jones Act and LNG Tankers37:33 Carbon Taxes and Net Zero#energynewsbeat #netzero #democrats Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/thomasjpyle/Check out the IER Institute for Energy Research https://www.instituteforenergyresearch.org/the-grid/blue-states-high-rates/Full Transcript will be https://energynewsbeat.co/conversationwithstu/Full Video with no commercials will be https://theenergynewsbeat.substack.com/

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

This was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show. Doomberg has been elevated to “National Treasure Status” by Stu Turley and The Energy News Beat Podcast team. Our great guests help us reach #3 in FeedSpot's Top 70 Energy Podcasts in the world.Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me.Here are the key points we cover.1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US.2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela's oil assets.3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources.4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats.5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don't rule out Gavin, as he could be in the running if we don't fix our elections and adopt same-day paper ballots.Interesting Doomberg Moments1. “The physical global energy markets are extraordinarily well supplied. As we're talking today... Newcastle coal, 107 bucks a million BTU, that's doing nothing. Landed LNG in Europe is 963. Henry Hub natural gas is about three-quarters of a Big Mac, and an ounce of silver will buy you a barrel of oil and some change.” - DoombergThis quote highlights the current oversupply and low prices across various energy commodities.2. “China has been buying a million extra barrels a day all year for most of 2025 and stuffing it into their strategic reserves.” - DoombergThis quote suggests China is aggressively building up its strategic oil reserves, which could impact future oil market dynamics.3. “If natural gas were to spike on AI demand, say, you could see drillers drilling for gas and dumping the crude oil onto the market, the way they're drilling for crude oil and dumping the gas onto the markets now, if that ever pivots.” - DoombergThis quote discusses the potential for producers to shift their focus between oil and gas production in response to market conditions.4. “There is no such thing as a Republican in D.C. There's the uniparty. There's Mega on the right, and Bernie on the left. And the middle is the same party. Look, there is no distinction between Mitch McConnell and Chuck Schumer, I hate to break it to you. It's all phony.” - DoombergThis quote expresses a cynical view of the U.S. political system, suggesting there is no meaningful ideological difference between the two major parties.5. “Trump is a disruptor to that. Look, there's a Republican party at the state level and at local levels, but not in D.C. No. Ted Cruz isn't a Republican.” - DoombergThis quote further elaborates on Doomberg's view of Trump as a disruptive force against the established political order in Washington.I am hopeful that we get our elections fixed, but unfortunately, I believe Doomberg is right yet again. The Uni Party is alive and well, and it really saddens me.A shout-out to David Blackmon and his industry leadership and writing. It is an honor to have him share time with Doomberg.We have some more great CEO, and I am getting ready to interview some folks on the Texas ERCOT grid, and we have more articles we are working on. We will be interviewing Doug Sandridge, who will be returning from Saudi Arabia next week, and he will have some insights into the global oil and gas markets.Thanks again to our patrons, subscribers, and readers on all of our platforms.Please reach out and subscribe to Doomberg atDoombergA lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.Subscribe to the Energy News Beat Substack Here:The full transcript will be at https://energynewsbeat.co/Discussion about this episodeTime Stamps: 01:57 Doomberg: Where is the oil glut06:05 China is buying oil, and are they preparing for war?12:50 Venezuela and the oil impact26:11 Canada and great subscribers41:58 Doomberg's methodology

The good news that I told my wife is that we have enough money in the bank to make it to next year. Well, now that it is New Year's Eve, that joke can be funny for about 15 more minutes. Michael and I would love to give all of our listeners, watchers, patrons, and our 2025 Energy News Beat Stand-up sponsor, Steve Reese at Reese Energy Consulting. Without your support, we would not have achieved the significant numbers we reached this year.I would also like to thank all the great guests who have been on the podcast, both on the Stand Up, like David Blackmon, and in our Conversations in Energy group of industry leaders! We are working on a few projects and new things for next year to help improve and keep growing in knowledge and capabilities.It was also very cool to reach the number 3 spot in the world for Energy Podcasts on FeedSpot. Some Key Quotes From the Podcast1. “On average, blue states pay 37% more for electricity than red states. The disparity stems from differing energy policy approaches - net zero versus practicality.” - Stu Turley2. “Policies plus location, you can't overcome either one of those.” - Michael Tanner3. “The Republicans cannot win the war of our articulation. We will lose in the midterms because the Democrats are going to go after affordability.” - Stu Turley4. “I think we have done the business a slight disservice by focusing not on true exploration and true growth of resources, but how to financially maximize the resources that we have in front of them.” - Michael Tanner5. “Someone is going to make a lot of money handling water specifically in the Permian Basin. The Bakken. There are two places where we've seen water-oil ratio skyrocket.” - Michael Tanner6. “If this becomes like the fiber build out of 2000, where we built all of this fiber and nobody used it for five years, natural gas is going to get absolutely pounded and is going to continue to be the widow maker until this stuff figures out.” - Michael TannerStories Covered On the Podcast1.What Should Consumers and Investors Look for in Energy in 2026? Trends will continue of people moving to Red States due to Affordability2.Five Energy Market Trends to Track in 2026: The Year of the So-Called Glut3.California State Auditor Uncovers $70 Billion in Lost Taxpayer Funds: Mismanagement Hits Energy, Social Programs, and Infrastructure4.Offshore pipeline closure risk: the hidden threat to GB energy security5.Saudi Arabia Taking 2026 Energy Leadership Seriously

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

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

Today on the Energy News Beat, Stand up Stu Turley and David Blackmon talk about the critical issues around Data Centers, Venezuela, Chevron, and how investors would react. With an oil platform in the Caspian Sea hit by Ukrainian drones, another Russian Tanker hit, and the U.S. boards a tanker loaded with Venezuelan oil, you can't buy this kind of entertainment. Years ago, oil would have spiked to $20, and today it's going down. 1. The data center boom and its impact on power grids, especially in the PJM region of the northeastern United States. The transcript discusses how the rapid growth of data centers is straining power grids and causing utility rates to rise. 2. Chevron's operations in Venezuela and the complex geopolitical situation there, including the enforcement of US sanctions and the potential for regime change.3. Innovative solutions to power data centers, such as the supersonic engine developed by Boom Supersonic, that can be used to power AI data centers.4. Concerns about a potential "bubble" in the data center industry due to the rapid growth and large investments.5. Partnerships between energy companies and data center operators, such as Exxon's deal with NextEra to develop a gigawatt-scale data center.6. The importance of developing domestic rare earth refining capabilities in North America to reduce reliance on China.7. The boom in US solar installations is driven by the impending expiration of tax credits and concerns about the sustainability of this growth.8. Ongoing mergers and acquisitions in the natural gas sector, as companies seek to gain economies of scale.00;00 Introduction Data Centers01:20 PJM Grid Growth in West Virginia04:26 Chevron and Venezuela on the Front Lines08:41 Symphonic Supersonic new gas turbine for data centers12:58 Exxon is working with NextEra to develop a Gigawatt Data Center16:00 US Solar is setting up for a crash23:41 Exxon and Chevron ChartsThanks to David Blackmon for stopping by the ENB Stand Up and sharing his Forbes Article and expertise. Please subscribe to him at https://blackmon.substack.com/Shout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/

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

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

In this episode of Energy NewsBeat Daily Stand-Up, Stuart Turley breaks down Germany's wind collapse, Ørsted's $262M loss, and COP30's credibility crisis after Bill Gates' climate remark. He spotlights David Blackmon's report on $1B in wind-turbine repairs, Wood Mackenzie's forecast of rising oil demand through 2032, and Russia's Lukoil asset sale to evade sanctions. Turley drives home one message — energy security needs realism, not ideology.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 - Intro00:22 Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October03:29 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?06:55 - What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?12:31 - Wind Power's Crumbling Facade: $1 Billion in Blade Fixes Can't Mask the Rot – David Blackmon15:07 - Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 203217:27 - If Approved: Russia Sells Lukoil's Assets to Avoid Sanctions19:51 - Outro Links to articles discussed:Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record OctoberØrsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?Wind Power's Crumbling Facade: $1 Billion in Blade Fixes Can't Mask the Rot – David BlackmonOil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032If Approved: Russia Sells Lukoil's Assets to Avoid Sanctions

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

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

Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon . Doomberg lays out the massive topic of trade wars with China and the global impact on the financial markets. What are investors and consumers thinking?In this engaging discussion, they explore China's dominance in rare earth minerals, the U.S. response to growing supply chain risks, and how geopolitical tensions are reshaping global trade alliances. From the future of energy independence to the economic fallout of the Russia-Ukraine conflict, Doomberg brings sharp analysis and thought-provoking insights on the shifting balance of power across nations.I absolutely love my time with Doomberg, but it was extremely cool when he recognized Dave's name as we flashed his comment live on the screen. Doomberg appreciated Dave's subscription, and this was just cool.We will see an end to the Russian war soon, and we need to keep the war mongers out of the decision-making positions.Doomberg is a national treasure.Highlights of the Podcast00:01 – Introduction01:43 – China's Rare Earth Monopoly and Trade War Signals07:17 – U.S. Response and Administrative Inaction10:40 – Reactions to Global Trade Developments14:17 – U.S. Efforts to Break Rare Earth Dependence15:53 – U.S. Manhattan Project for Supply Chains20:13 – Regulatory Hurdles and Mining Challenges22:40 – Global Bifurcation and Emerging Trade Blocks25:24 – Russia, Ukraine, and the Changing Global Order34:13 – Media Narratives and Propaganda38:31 – Drone Warfare and Shifting Military Power42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry46:08 – Europe's Energy Crisis and Deindustrialization53:17 – Alaska, Energy Development, and Infrastructure Delays55:05 – Closing Thoughts and New Project PlugAgain, we highly recommend subscribing to David Blackmon's Substack at blackmon.substack.com, the Energy News Beat Substack, and Doomberg!

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

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

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

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

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

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

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

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

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