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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 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/
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/
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
Jim Welty, President of the Marcellus Shale Coalition, joins David Blackmon to explore how Appalachian natural gas is driving energy innovation, powering the AI revolution, and reshaping U.S. infrastructure and global exports. From pipeline challenges to record-breaking investments in Pennsylvania, they discuss the critical role of domestic energy in ensuring economic growth, environmental gains, and national security.Highlights of the Podcast00:01 - Introduction02:03 - Jim Welty's Background05:23 - Pipeline Infrastructure and Energy Costs07:32 - $92 Billion AI & Energy Project in Pittsburgh10:28 - In-Basin Energy Utilization vs Pipeline Challenges12:04 - LNG Export Reality13:45 - The Myth of “End of Cheap Gas”15:31 - Vast Natural Gas Reserves17:31 - Declining Rig Count ≠ Declining Production19:30 - AI's Impact on Energy Sector21:38 - U.S. Natural Gas: A Global Advantage23:58 - Industry Leaders Taking the Mic27:23 - Closing Remarks
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
You will not want to miss this interview with Michelle Manook, CEO of FutureCoal, who stops by the Energy Impacts podcast with David Blackmon. This is a significant interview, as there are major changes in the grid and energy demand underway, and Michelle will be able to break down how coal is poised to face the challenges ahead.Highlights of the Podcast00:01 – Introduction01:26 – What is Future Coal?03:49 – Governments, Industry, and Finance Must Unite04:55 – Australian Coal Reality Check (Video Clip)05:47 – The Reality of Coal Demand09:16 – The Shift in Public and Media Tone10:19 – Coal's Reputation and Finance Industry Retreat13:18 – Open Letter: Fund Fair, Fund Equal16:59 – Sustainable Coal Stewardship19:37 – Energy Poverty in Europe22:46 – Repercussions of the Green Energy Rush25:17 – Why Future Coal is Expanding in Southern Africa29:19 – Will the U.S. Return to Coal Plants?32:53 – Energy Mix: Focus on What Works33:22 – Closing Remarks
In this insightful episode of the Energy Impacts podcast, David Blackmon sits down with renowned energy expert and author Dan Yergin to explore the evolving landscape of global energy. Yergin's best-selling books include “The New Map,” “The Quest,” and “The Prize.”In the fast moving 30-minute interview, Daniel and David unpack key takeaways from the recent CERAWeek conference, including the rising demand for electricity driven by AI and data centers, the U.S.'s growing influence in global LNG markets, and the strategic implications of rare earth mineral supply chains dominated by China.Yergin also discusses the urgent need for infrastructure reform, the long timelines for mining and nuclear deployment, and why the energy transition may be more of an “energy addition.” From geopolitical tensions to copper shortages, this conversation provides a comprehensive look at the forces reshaping energy policy, markets, and global power dynamics.Foreign Affairs “The Energy Transition Needs a Reality Check” op/ed by Yergin: https://www.ceraweek.com/en/news/press-releases/foreign-affairs-the-energy-transition-needs-a-reality-checkBooks by Daniel Yergin: https://www.amazon.com/Prize-Daniel-Yergin/dp/1847376460?adgrpid=186996878628&hvpone=&hvptwo=&hvadid=748008426888&hvpos=&hvnetw=g&hvrand=14490381126824490089&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9191716&hvtargid=dsa-2414841787166&hydadcr=&mcid=&hvocijid=14490381126824490089--&hvexpln=67&tag=googhydr-20&hvsb=Healthmedia_d&hvcampaign=dsadeskCERAWeek Home Page: https://www.ceraweek.com/enS&P Global Study on The Future of Copper: https://cdn.ihsmarkit.com/www/pdf/0722/The-Future-of-Copper_Full-Report_14July2022.pdfS&P Global Report on Chinese Control of Supply Chains: https://www.spglobal.com/market-intelligence/en/news-insights/research/critical-minerals-sourcing-rises-trade-troublesHighlights of the Podcast00:01 - Introduction01:21 - CERAweek Themes03:43 - U.S. LNG as a Geopolitical Power05:20 - Pipeline Infrastructure & U.S. Gas Abundance07:26 - Strait of Hormuz & Geopolitical Stakes09:16 - U.S. Global Energy Role Post-WWII11:14 - Rare Earths & Mineral Security13:33 - Copper Shortage: “Copper in the Age of AI”15:21 - U.S. Permitting Crisis18:00 - Grid Strain & Nuclear Outlook20:33 - Solar & Wind Investment Timeline22:19 - Crypto and Industrial Power Demand23:46 - Ukraine War & NATO Shifts25:42 - Defense Spending vs. Energy Transition27:07 - Energy Transition: Reality vs. Aspirations29:15 - Looking Ahead
Stu Turley, David Blackmon, Doomberg, and Mike Umbro break down how California's energy policies are fueling a national crisis. From refinery shutdowns and permit restrictions to rising fuel costs and flawed EV mandates, they expose the political choices putting America's energy security and economy at risk. With firsthand insights and hard-hitting facts, this episode delivers a clear warning: what starts in California won't stay there.Highlights of the Podcast00:08 - Introduction of Panel02:02 - California's Policy Impact05:38 - Permitting Crisis09:21 - Refinery Closures10:50 - Newsom's Three-Point Plan13:29 - Regulatory Blind Spots16:50 - Fuel Inflation as a National Risk19:25 - EV Mandates and Trucking Impact21:04 - 2028 Election and Newsom's Ambitions25:59 - Lack of Pipelines Between NorCal and SoCal29:15 - Chevron's Position in California31:10 - Final Thoughts
You won't want to miss this special episode of the Energy Impacts podcast with David Blackmon. Emily Domeech is the Chairperson for the Federal Permitting Improvement Steering Council in the Trump Administration. With the push for the United States to become not energy independent, but rather Energy Dominant, her role is critical to the success of the United States energy system. And subsequently, a key factor in the success of the entire United States economy.Highlights of the Podcast00:01 - Introduction01:21 - Emily Domenech's Background03:27 - Outdated Environmental Laws and Delays05:45 - NEPA Reform Progress08:01 - Competing with China through Domestic Energy Projects10:33 - Revitalizing Nuclear Energy13:22 - Environmental Laws Should Guide, Not Block15:55 - Abuse of the Endangered Species Act19:04 - Radical Activism vs. Practical Conservation20:54 - Chevron Deference and Congressional Clarity22:27 - Legislative Challenges to Reform25:13 - State and Local Government Coordination27:58 - Call to Action for Project Developers
In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley, along with industry experts Doomberg, Mike Umbro, and David Blackmon, discusses the ongoing energy and political crisis in California, particularly focusing on the state's energy policies, oil production, and refinery shutdowns. They highlight the mismanagement of California's resources, the decline in domestic oil production, and the state's reliance on imported oil, including sources such as Russia and Iran that are controversial. The discussion highlights the national security risks associated with California's energy policies and their broader implications for the U.S. economy and energy independence, with a call for federal intervention to address the crisis and support sustainable energy solutions.Highlights of the Podcast 00:00 - Intro00:28 - Doomberg's Insights on California's Energy Crisis05:10 - Mike Umbro on California's Energy Decline08:30 - David Blackmon Talks Refinery Shutdowns09:20 - California's Imports and National Security13:08 - The EV Mandate and Its Impact on California's Economy16:49 - The Lack of Infrastructure in California19:25 - The Political Situation in California25:58 - How the Federal Government Can Help30:12 - Chevron's Role in California's Energy Future34:19 - Closing Thoughts and Final RemarksCheck out the Energy News Beat Substack for the full article and a list of California National Security issues we've covered in the last two weeks. https://theenergynewsbeat.substack.com/And Check out Doomberg at https://doomberg.com/and David Blackmon at https://blackmon.substack.com/And Mike Umbro on X https://x.com/MikeUmbro
Dan Goodwin and Steve Everley of FTI Consulting authored an outstanding report on the Big Beautiful Bill and its impact on the energy sector. We had to get them involved in the joint production of the Energy Impacts and Energy News Beat podcasts with David Blackmon and Stu Turley. You won't want to miss this update and the impact on the energy markets.Highlights of the Podcast00:01 – Introductions and Overview02:18 – FTI Consulting Roles and Background05:10 – Modeling the Energy Impacts08:50 – Natural Gas as a Big Winner10:39 – Supply Chain Constraints16:38 – Rise of Microgrids and Behind-the-Meter Power19:31 – Wind and Solar Take a Hit26:56 – Nuclear Outlook29:19 – Battery Storage Growth31:30 – Challenges with Battery and Solar Supply Chains34:54 – Natural Gas: From ‘Bridge Fuel' to Cornerstone39:30 – Future Outlook and Closing Thoughts
Tim Stewart, President, US Oil & Gas Association, Stops by the Energy Impacts Podcast with David Blackmon, to unpack the sweeping effects of the “One Big Beautiful Bill.” From restoring federal lease sales and repealing burdensome methane fees, to spotlighting natural gas as the backbone of a growing AI-powered economy, the conversation explores how the bill resets U.S. energy policy, reshapes investment trends, and repositions oil and gas as essential to America's future energy landscape.Highlights of the Podcast00:01 - Introduction02:34 - A Return to Normal Energy Policy04:31 - Stability Through Statutory Measures05:38 - Permitting Reform & Renewable Pressure08:19 - Capital Flight from Renewables?10:57 - Natural Gas and AI Demand Surge12:00 - VoltaGrid: Natural Gas Microgrid Innovation14:35 - The Myth of Limited Gas Supply17:19 - Repeal of Methane Fee from IRA21:15 - Impact on Offshore Leasing and Investment Certainty22:54 - Decline of ESG and Sustainability Reporting25:59 - Rejection of Appeasement Strategy28:52 - Looking Toward 2028 and Beyond
In this episode of Energy Impacts, David Blackmon sits down with Chevron land manager Kelly Coppins to talk about the real-life role of a landman and how it compares to the version seen in the TV series Landman. Kelly shares insights into her work in the Permian Basin, from negotiating with landowners to managing complex surface and subsurface operations. They also discuss how much the industry has evolved, especially in safety and environmental practices, and how public perception often misses the full picture. It's a down-to-earth conversation that sheds light on the people and processes behind America's energy production.Whether you're in the oil and gas industry or just curious about how energy really works, this is an episode you don't want to miss.Highlights of the Podcast00:01 – Introduction01:10 – What a Real Landman Does02:50 – Growth of the Permian Basin03:45 – Comparing Reality vs. TV05:38 – The Wild Opening Scene07:07 – The Landman's Son Theory08:30 – Safety in the Permian10:53 – Evolution of Safety Standards13:38 – Profit Motive Behind Safety15:47 – Honest Portrayal of West Texas Life18:22 – Breaking Stereotypes19:08 – Chevron's Presence in Midland20:54 – Texas vs. New Mexico Land Work22:54 – Policy Changes and Project Planning24:44 – Importance of Regulatory Consistency25:27 – Closing Remarks
Robert Bryce and Doug Sandridge join David Blackmon and Stu Turley to unpack what Trump's bold executive orders mean for nuclear energy in America. From the push to quadruple nuclear capacity by 2050 to lessons from Germany's energy policy reversal, the panel offers sharp analysis on the real potential and challenges of a nuclear resurgence.They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you're an energy pro or just curious about the future of power, this conversation delivers insight, urgency, and a dose of realism.Some of the key issues were around the fact that we have to lower regulations, and we have questions about the nuclear reactors on federal land. Will that help speed things up or slow them down? Can we export our nuclear reactors by possibly utilizing the military? Like the US Merchant Marines? Use them and sell the reactors as a service with Military protection, or even, like the Russians have proven, the Nuclear Reactors on ships and pull them up to a grid connection, like an LNG to Power plant configuration in Vietnam.They also explore how U.S. global competitiveness, supply chain issues, and workforce gaps could define the next decade of nuclear development. Whether you're an energy pro or just curious about the future of power, this conversation delivers insight, urgency, and a dose of realism.Robert Bryce, thank you for stopping by the Energy News Beat and the Energy Impacts podcast with David Blackmon. Both of your energy leadership skills are needed now more than ever. Douglas C. Sandridge - Thank you for taking the time to be on the podcast, even while traveling in Europe. Your passion for advocating for nuclear energy through your Oil and Gas Executives for Nuclear group is making a difference. https://theenergynewsbeat.substack.com/https://robertbryce.substack.com/https://blackmon.substack.com/https://douglascsandridge.substack.com/If you care about energy, this one's a must-listen.Highlights of the Podcast00:01 – Intro to the Podcast02:40 – Executive Orders on Nuclear Energy04:59 – Unrealistic Nuclear Growth Goals07:55 – Need for Standardization10:55 – Executive Orders vs. Policy12:53 – Defense Production Act17:12 – Merchant Marines & Nuclear Export19:18 – Global Leadership & Costs22:10 – Lessons from Barakah24:00 – Oil & Gas Workforce Transition27:34 – Nuclear Power Ships28:59 – Natural Gas as Bridge Fuel33:28 – Uranium & Reprocessing39:58 – Grid & Transmission Constraints46:46 – Data Centers and Microgrids49:47 – Final Thoughts52:44 – DOE Loan Program Concerns54:03 – Where to Find us
Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.This podcast is also going out on David Blackmon's Substack and podcast channels, and he had some fantastic points and questions for Doomberg.Thank you both for your energy, leadership, and your time – StuCheck out Doomberg on his Substack at https://newsletter.doomberg.com/Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-marketsHighlights of the Podcast00:00 – Introduction03:00 – California's Refining Crisis08:30 – California Politics & Oil13:20 – Trump's Energy Team17:40 – OPEC's Decline & Co-Product Economics23:00 – Oil Price Volatility & Strategy26:30 – NGLs & Changing Energy Definitions33:00 – Permian, Consolidation & Costs36:00 – Breakevens and Co-Product Economics39:00 – LNG, Natural Gas, and Arbitrage45:00 – LNG Tankers, Jones Act, and Energy Exports49:00 – $50 Oil as Geopolitical Strategy53:00 – Russia, NATO & War Risks57:00 – Canada, Trump, and Final Thoughts
Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.This podcast is also going out on David Blackmon's Substack and podcast channels, and he had some fantastic points and questions for Doomberg.Thank you both for your energy, leadership, and your time – StuCheck out Doomberg on his Substack at https://newsletter.doomberg.com/Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-marketsHighlights of the Podcast00:00 – Introduction03:00 – California's Refining Crisis08:30 – California Politics & Oil13:20 – Trump's Energy Team17:40 – OPEC's Decline & Co-Product Economics23:00 – Oil Price Volatility & Strategy26:30 – NGLs & Changing Energy Definitions33:00 – Permian, Consolidation & Costs36:00 – Breakevens and Co-Product Economics39:00 – LNG, Natural Gas, and Arbitrage45:00 – LNG Tankers, Jones Act, and Energy Exports49:00 – $50 Oil as Geopolitical Strategy53:00 – Russia, NATO & War Risks57:00 – Canada, Trump, and Final Thoughts
Join David Blackmon as he interviews Lewis Black, CEO of Almonty Resources, in a compelling discussion on the global importance of tungsten, the challenges of building critical mineral supply chains in democratic nations, and why Almonty is relocating to the U.S. to support national defense. From China's dominance in raw materials to the strategic future of Western industry, this short but powerful conversation explores the intersection of geopolitics, mining, and innovation.Highlights of the Podcast01:00 - Introduction & Almonty Overview03:09 - Tungsten's Strategic Importance04:39 - Move to the U.S. & National Security Considerations09:11 - China's Role in the Tungsten Supply Chain10:42 - Challenges of Developing the Korean Mine13:15 - U.S.-China Tariffs & Global Trade Implications18:04 - Western Withdrawal from Mining & Chinese Commercial Strategy25:57 - Commodity Price Outlook & China's Market Tactics28:31 - Timeline & Strategic Reasons for U.S. Relocation
Robert Bryce stops by the Energy News Beat and The Energy Question podcasts to discuss the energy crisis, blackouts, and their causes in Spain. This is a huge warning sign for the grid operators and hopefully a wake-up call. Join Robert, David Blackmon, and Stu Turley as we discuss the financial causes and impacts of this historic blackout.Highlights of the Podcast00:01 – Introductions01:36 – Cause of Spain's Blackout03:16 – Media Spin & Denial05:27 – Pre-Warnings Ignored08:31 – Comparison to Texas Blackouts10:32 – Grid Stability Concerns in the US12:37 – Microgrids and Energy Inequality15:02 – Media Coverage Shifts19:22 – Cybersecurity & Grid Hardware22:00 – Transformer Shortage25:13 – US Energy Policy & Nuclear Hope28:16 – Global Nuclear Trends30:04 – Germany's Ideological Influence32:50 – California as a National Risk39:54 – Oil Demand Reality41:02 – Nuclear as Only Viable Zero-Carbon Path42:29 – Manufacturing & LNG Fleet Gaps45:22 – Nuclear Bipartisanship Required48:40 – Floating Nuclear as Export Model53:06 – SMRs: Sizzle vs. Stake56:27 – Closing Remarks
You won't want to miss this fun episode of the Energy News Beat Conversations in Energy with Stu Turley and also on the Energy Impacts with David Blackmon.We have two special guests, Doug Sandridge and Mark Stansbury, who are both oil and gas executives in the industry. We will be covering some great and fun parts of the series, but we will also cover the "Drill Baby Drill" expectations from President Trump. Expectations from Washington and Hollywood don't always align. Live on X, YouTube, and LinkedInHighlights of the Podcast00:01 - Introduction01:42 - First Impressions of Landman Series03:26 - Is Landman's Portrayal of a Landman Accurate?08:11 - The Importance of Oil in Everyday Life12:53 - Safety Concerns in Oil & Gas Industry17:27 - Energy Transition vs. Energy Addition25:47 - Future of the Show & Central Character Discussion30:27 - Business Deals & Land Negotiations34:29 - The Show's Popularity & Impact39:06 - Closing Remarks
In this episode of Energy Impacts with David Blackmon, David Blackmon speaks with Philip Goldberg of the Manufacturers Accountability Project about the growing wave of climate lawsuits against energy companies. They discuss the legal and economic implications, the role of federal vs. state regulations, and how these lawsuits could impact manufacturing, jobs, and consumer costs. Tune in to understand why both sides of the political aisle see fundamental flaws in this litigation strategy.Highlights of the Podcast00:14 – Podcast Relaunch & Guest Introduction01:42 – The Rise of Climate Lawfare02:18 – Background of the Manufacturers Accountability Project (MAP)04:07 – Impact of Litigation on Businesses05:46 – Are These Lawsuits Effective?06:51 – The Real Goal of These Lawsuits10:46 – History of Climate Lawsuits13:27 – Shifting Legal Strategies15:04 – Endgame: Will These Lawsuits Ever Stop?19:27 – The Supreme Court & Legal Challenges23:13 – Impact on the Manufacturing Sector26:08 – Future of Climate Litigation & Public Involvement27:25 – Closing Remarks & Acknowledgments
Join Mike Mauceli in this episode as he talks about how the Trump administration will reshape the energy sector and how investors can position themselves for new opportunities with his guest, David Blackmon, Senior Contributor at Forbes.
Stuart Turley, CEO and President, Sandstone Group - ENB Podcast Co-Host - Top Ranked 5 Energy Podcast Globally, Certified Range Master, NRA InstructorCEO and President of Sandstone Group, an energy data and finance consultancy working with companies throughout the energy value chain. Sandstone helps small and large-cap energy companies develop customized applications and manage data workflows/ integration throughout the business. The Sandstone Group also evaluates oil and gas deals for investors. Co-host of the Energy News Beat energy markets podcast.Energy News Beat Podcast is ranked in the top 5 Feedspot podcasts for Energy globally with 30 million transcripts and 1.8 million downloads in 2024. With an additional 40k users viewed or read on Substack, and 77.4 thousand views watched 7,600 hours on YouTube. The News Site has average visitors of 70k per day.Stu is also a co host on the Energy Realities Podcast live every week on LinkedIn, X, and YouTube with David Blackmon, Irina Slav and Tammy Nemeth. This international podcast has a huge following and covers geopolitical, and energy issues live from the US, Bulgaria, UK and Canada.Follow Ann Vandersteel on Pickax: https://pickax.com/annvandersteelProtect your financial future with precious metals! Download your FREE Gold and Silver Guide from Genesis Gold when you use code VANDERSTEEL and take control of your financial destiny! https://pickaxgold.comElevate your meals with Freedom First Beef… even if you find yourself in the middle of the apocalypse! Use code FFN for 25% off and enjoy high-quality beef whenever you crave it – today or tomorrow! https://freedomfirstbeef.comBe ready for anything life throws your way with The Wellness Company's Medical Emergency Kit. Order today using code FFN for a 10% discount at https://twc.health/ffn.Unleash the spirit of liberty in every cup with Freedom First Coffee's Founders Blend. Order now using code RIGHTNOW and savor the unparalleled taste of freedom in every patriotic sip. https://freedomfirstcoffee.com
David Blackmon, Forbes contributor, joins Jacki to contrast the energy policies of Donald Trump and Kamala Harris, who says she has done a 180 on hydraulic fracturing (“frac'ing”). Follow Jacki: X: @JackiDailyHost TruthSocial: JackiDaily Rumble: TheJackiDailyShow YouTube: TheJackiDailyShow Instagram: JackiDaily Facebook: The Jacki Daily Show
David Blackmon, Forbes contributor, joins Jacki to contrast the energy policies of Donald Trump and Kamala Harris, who says she has done a 180 on hydraulic fracturing (“frac'ing”). - - - - - Myth-busting: No, Wind Energy is Not the Cheapest Energy in Texas. Texas is the capitol of wind energy production in the U.S. and Texas media says it is the cheapest. Bill Peacock of The Energy Alliance joins Jacki to debunk this myth. Republicans boast that Texas is the model for energy policy, but the facts suggest a different picture entirely. Peacock has the receipts showing that Texans paid tens of billions to add wind and solar to the grid that has been left out of the equation and has left the state in a chronic energy shortage. - - - - - CO2 Coalition Launches New K-12 Curriculum on the Benefits of CO2. Gregory Wrightstone & Co. have a new line of children's books and curriculum that challenges prevailing narratives on catastrophic climate change. - - - - - Fed Judge Blocks Ban on Natural Gas Terminals; Lithium-Ion Batteries are Source of Dangerous Pollution. The U.S. supplied over 70% of the fuel to the Allies in two world wars. Will we be able to do so in the current wars? Natural gas terminals are critical to our ability to do the same in today's dangerous world. One judge combats obstruction of U.S. energy dominance. - - - - - The receipts are now coming in on lithium-ion battery pollution and you will not believe what horrors have not been disclosed by those advocating that we power the earth with these batteries. Follow Jacki: X: @JackiDailyHost TruthSocial: JackiDaily Rumble: TheJackiDailyShow YouTube: TheJackiDailyShow Instagram: JackiDaily Facebook: The Jacki Daily Show
Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture Biden's LNG push is now falling apart, the reports are coming out and it contradicts what they are saying. Office vacancies are up. IBM asking employees to lay themselves off. Layoffs are accelerating. Trump will not stop crypto. The [DS] is trapped down the path the patriots set. They will follow it until the end. Their narrative is falling apart, the people do not believe the fake news. There was a poll that was taken and the D's want congress not to certify the election. Nov 3 and then Jan 6 the conditions were met where MI took over the investigations of the three letter agencies. The D's is pushing the idea that the Intelligence agencies will not give Trump a briefing. Since the MI is in control, Trump doesn't need it this time around. (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"); Economy Data Contradicts Rationale Underpinning Biden's Decision To Halt New Natural Gas Export Hubs Market data undermines one the Biden administration's central justifications for pausing new approvals of liquefied natural gas (LNG) export terminals. “There is no evidence whatsoever that exporting LNG has had any impact on domestic natural gas prices, other than perhaps depressing them,” David Blackmon, a 40-year veteran of the oil and gas industry who now consults and writes about the energy sector, told the DCNF. “As U.S. exports to Europe ramped up in late 2022, the NYMEX Henry Hub domestic price collapsed from $7 per one million British thermal units to just $2 in a span of just four months.” The U.S. Energy Information Administration (EIA) published a May 2023 report projecting that growth in LNG exports will place upward pressure on domestic prices, whereas reductions in exports would have the opposite effect. However, different EIA data demonstrates that domestic natural gas prices fell significantly in 2023 relative to the year prior, the same period of time in which U.S. LNG exports reached record levels and made America the world's leading LNG exporter. “What this decision to pause has really accomplished is starving investment capital in natural gas projects going forward and hand the keys over to Qatar,” Dan Kish, a senior research fellow at the Institute for Energy research, told the DCNF. “Would you stop food exports to keep the price of food down?” Source: dailycaller.com https://twitter.com/KobeissiLetter/status/1767167942322442600?s=20 buildings is now down nearly 50% from its high. Just last week, a Canadian pension fund just sold its 29% stake in this New York office building for $1. The pension fund had already poured $71 million into the property and the building currently has a $220 million mortgage. Remote work has changed the world. https://twitter.com/MacroEdgeRes/status/1767001182558433664?s=20 IBM to employees: Raise your hand if you want to leave the company IBM asks employees for voluntary redundancy in major job cut ..across Europe and departments. Source: timesofindia.com https://twitter.com/zerohedge/status/1766913411487596903?s=20 https://twitter.com/GameofTrades_/status/1766902089672729027?s=20 https://twitter.com/disclosetv/status/1767160086172938358?s=20 TAKE A LISTEN Political/Rights https://twitter.com/Rasmussen_Poll/status/1766941540167877062?s=20 https://twitter.com/maggieNYT/status/1766607114166813173?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1766918740233568449%7Ctwgr%5E3c08fa87687be9e1fc2a9d9f6bb42326770612c2%7Ctwcon%5Es3_&ref_url=https%3A%2F%2Fx22report.