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1. Gregory Copley Headline: Global Energy Crisis and the Strait of Hormuz Copley discusses the strategic fallout of Iranian strikes on Qatari gas fields, causing energy prices to surge. He argues the Iranian Navy is finished, yet regional instability threatens Asian and European markets,,. (2)1887 OKLAHOMA
3. Global Energy Threats and the Middle East War Guest: Professor Richard Epstein Summary: Professor Epstein warns of a global energy crisis triggered by the Iran war, criticizing Europe's reliance on green energy. He argues that ground troops are necessary for victory and discusses Iranian military capabilities. (3)1918 OKLAHOMA OILFIELD
5. Evan Ellis Headline: Cuba's Energy Crisis Amidst Cold War Echoes Cubasuffers from nationwide blackouts as Russian oil shipments attempt to bypass U.S. surveillance. Ellis explores the symbolic importance of the island and the complexities of U.S. negotiations with the Castro family. (5)1931
Stay informed on current events, visit www.NaturalNews.com - Introduction and Overview of the Show (0:10) - Impact of Natural Gas Infrastructure Destruction (0:52) - China's Fertilizer Export Restrictions (2:51) - Detailed Analysis of the Chart (5:47) - Historical Context and Chemistry of the Haber Bosch Process (7:34) - Global Dependence on Natural Gas and Fertilizer (25:34) - Potential Consequences of the War (35:06) - Preparation and Survival Strategies (52:18) - Final Thoughts and Call to Action (54:29) - Energy Crisis and Global Impact (56:28) - Escalation and Global Consequences (1:32:09) - Strategic Implications and Alliances (1:35:12) - Military and Political Dynamics (1:52:00) - Engineered Global Famine (1:52:17) - Impact on Specific Countries (1:54:54) - Environmental and Health Concerns (2:18:24) - Pet Health and Lifestyle (2:28:27) - Alternative Treatments and Prevention (2:28:42) - Final Thoughts and Recommendations (2:36:58) - Discussion on Pet Health and Supplements (2:37:52) - Gratitude and Future Plans (2:39:33) - Survival Supplies and Preparedness (2:40:41) - Supporting Platforms and Final Remarks (2:42:10) Watch more independent videos at http://www.brighteon.com/channel/hrreport ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:
FULL EPISODE! This time on the PURE TOKYOSCOPE Podcast, authors Matt Alt (Pure Invention: How Japan Made the Modern World) and Patrick Macias (Mondo Tokyo: Dispatches from a Secret Japan) look back, and maybe even forward, at Japan's oil shock energy crisis of the 1970s. Also, they say goodbye to the voice actor and music composer who helped make Galaxy Express 999 so memorable.Join the PURE TOKYOSCOPE Patreon!You'll get access to full episodes, bonus content, our Discord server, and an archive of past episodes. Head over to Pure TokyoScope Patreon to subscribe today!INFOMatt Alt on BlueskyPatrick Macias on BlueskyPure TokyoScope on YouTubeThe podcast is produced by jaPRESS LLC© and edited by Patrick MaciasTheme song by Marxy, v.o. by RInRin Doll
Craig Aaron, President & Co-CEO of the original Free Press reports that a massive Coalition calls on Democratic leadership to stand firm against Stephen Miller's plans to reauthorize dangerous government spying. Is Kash Patel Setting Us Up for Another 9/11? Does Trump ever tell the truth? Trump Said a Former President Backed His War. Every Single One Just Called Him a Liar. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The latest developments in the war with Iran and how the fighting is affecting interest rates and gas prices here at home. Also, tensions between the U.S. and Cuba continue as the island nation tries to manage one of its worst energy and economic crises in decades. Plus, a meteor streaks across the U.S., shaking buildings and rattling residents in parts of Pennsylvania and Ohio. And an early sign of spring that's not exactly welcome — bugs — what's behind their surge across the country and what their arrival signals about the warmer months ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A massive shift is unfolding in the Middle East as Israeli strikes take out top Iranian leadership—and expose a deeper global fracture. Tara breaks down the collapse of Iran's power structure, the critical role Israel is playing, and why Europe is refusing to step up despite decades of U.S. protection. Plus, the shocking cost of defending allies, the Strait of Hormuz crisis, and a political revolution brewing at home over election integrity.
AP's Lisa Dwyer reports that Cuba's energy situation is worsening.
A.M. Edition for Mar. 16. President Trump says he and his team have approached seven countries about policing the Strait of Hormuz – the vital waterway for global energy supplies. WSJ Brussels bureau chief Daniel Michaels discusses the options facing some of America's allies as they weigh their response. Plus, airline executives call on lawmakers to end the partial government shutdown causing long lines at airports. And Europe's far left has its moment. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
AP correspondent Karen Chammas Karen Chammas reports on Israelli strikes on Tehran and Beirut and Iranian strikes on the Gulf amid a rising energy crisis.
As the Iran War sends oil and gas prices spiralling, Labour's Ed Miliband has doubled down on his Net Zero zealotry. Switching from fossil fuels to renewables, the UK energy minister claims, will drive costs down, reduce volatility and protect British consumers from external shocks. Here, David Turver – energy analyst and author of the Eigen Values Substack – demolishes Miliband's green-energy delusions. Labour's crusade against fossil fuels, Turver says, has proven far more damaging than the war in Iran. Britain has been lumbered with an energy system that is needlessly expensive, overly reliant on imports and that carries the risks of widespread blackouts. Get tickets for the spiked summit – a brand-new flagship live event bringing spiked's writers and high-profile friends together for a day of bold debate, live Q&As and on-stage exchanges in Westminster, London. Find out more and book here: https://www.spiked-online.com/event/spiked-summit/ Read spiked: https://www.spiked-online.com/ Support spiked: https://www.spiked-online.com/support/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Chuck Zodda and Mike Armstrong break down what may already be the largest energy shock in modern history, as the Strait of Hormuz remains effectively blocked and oil markets begin pricing in prolonged disruption.With roughly 20 million barrels per day normally flowing through the region, traders are now factoring in sustained supply shortages, rising long-term crude contracts, and mounting global deficits.Chuck and Mike explain: • Why futures markets suggest higher oil prices for longer• The growing global supply shortfall — and what SPR releases can (and can't) fix• How Southeast Asia could face energy rationing and coal substitution• Why stocks haven't panicked — yet• Slowing GDP data and what it means for the Fed• Mortgage rates jumping back above 6.3% just as spring housing heats upPlus, a look at inflation risks, market psychology, and whether investors may be underestimating the downside.Stay informed with The Financial Exchange.
The world feels like it's unraveling—oil shocks, AI replacing jobs, and markets trying to figure out what comes next. Mike Novogratz and I break down why this economy is splitting in two, where Bitcoin and oil go from here, and how smart investors survive the chaos. Michael Novogratz is the Founder and CEO of Galaxy Digital. He was formerly a Partner and President of Fortress Investment Group LLC. Mr. Novogratz served on the New York Federal Reserve's Investment Advisory Committee on Financial Markets from 2012 to 2015. He serves as the Chairman of The Bail Project and has made criminal justice reform a focus of his family's foundation. Learn more about Galaxy here: https://www.galaxy.com/ Follow Anthony on X: https://x.com/Scaramucci Follow Novo on X: https://x.com/novogratz Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. Pre-order my next book, All the Wrong Moves: How Three Catastrophic Decisions Led to the Rise of Trump, out on the 17th of September in the UK and the 22nd of September in the US: https://linktr.ee/anthonyscaramucci Learn more about your ad choices. Visit podcastchoices.com/adchoices
AP correspondent Charles de Ledesma reports Iran is keeping up pressure on oil infrastructure as nations exchange fire.
Tim Stewart stops by the Energy News Beat and Energy Impacts PodcastsDavid Blackmon kicks off this joint podcast with Tim Stewart, President of the US Oil & Gas Association, and we have a wild discussion.1. Oil and Gas Industry Volatility The speakers examine the current unstable state of the oil and gas sector, focusing on fluctuating oil prices and their impact on companies and workers. They note how the industry is adapting differently than it did during the 1970s oil crisis.2. Middle East Geopolitical Tensions A significant portion of the discussion centers on regional instability, particularly around the Strait of Hormuz, attacks on oil infrastructure, and the U.S. response. Iran's involvement and international sanctions are also key points of discussion.3. California's Energy Crisis The speakers address specific challenges in California's energy sector, including refinery closures, companies relocating out of state, and how state energy policies are affecting the broader national energy landscape." So To my point is that from the national energy policy perspective, it wouldn't surprise me over the next six months if the energy department and department chairs start to become involved in California energy policy. It's going to make federalism a really interesting argument because it's a counterpoint, but it's got to be done. "Tim Stewart, President, US Oil & Gas Association4. Government and Policy Involvement There's substantial discussion about the federal government's role in addressing energy challenges, potential federal intervention in state policies, and the relationship between the administration and Congress on energy matters.5. U.S. Energy Dominance and Geopolitical Strategy The speakers explore how current events are reshaping global energy markets, potential shifts in international trading relationships, and America's strategic positioning based on its energy resources and influence.6. Industry Perception and Policy Challenges The discussion includes the oil and gas industry's efforts to engage with policymakers, changing Congressional dynamics around energy policy, and the need for improved public understanding of the industry's role and challenges.01:41 Tim Stewart discusses the "Goldilocks zone" for oil prices21:01 Tim predicts federal intervention in California energy policy30:32 Cool Energy things32:18 New trading blocs based on Energy policies35:30 Tim Tim Stewart makes a strategic point about competing with Lloyd's of LondonCheck out my Substack: https://blackmon.substack.com/
Seth takes a closer look at oil prices surging amid what experts are calling the worst energy crisis since the 1970s thanks to Donald Trump's reckless and illegal war in Iran.Then, Cillian Murphy talks about reprising his "Peaky Blinders" role and asking Barry Keoghan to play his son via a Father's Day text before discussing how he approaches his BBC radio show like making a mixtape. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The recent strikes in Iran have sent shockwaves through the global economy and triggered a massive surge in oil prices. Kris Krohn breaks down why the Strait of Hormuz is the world's most critical economic bottleneck and what 20 million barrels of oil a day means for your portfolio. Discover why real estate remains the ultimate hedge against geopolitical volatility while the stock market panics.
The world could face one of the most severe shocks to energy markets since the 1970s as we enter week two of the war in the Middle East.The strait of Hormuz, the artery for 20 per cent of the world's oil and gas, has been effectively shut down. Qatar, which makes up one fifth of the world's liquefied natural gas exports, has stopped production of LNG after Iran struck two of its sites. In the aftermath natural gas prices spiked in Asia and Europe.Jim Krane, a fellow in Middle East Energy Studies at Rice University's Baker Institute for Public Policy, is here to talk through the high stakes. Jim also reported for the Associated Press in the Middle East for years.For transcripts of Front Burner, please visit: https://www.cbc.ca/radio/frontburner/transcripts
Global markets are showing signs of serious stress as energy prices surge and financial tensions escalate worldwide. Oil is exploding in what some analysts are calling the worst energy shock since the 1970s, while major equity markets in Asia have suffered sharp declines. At the same time, a massive regulatory battle is unfolding in Washington over the future of crypto. Lawmakers are pushing forward with the Digital Asset Market Clarity Act, a bill that could determine whether the SEC or CFTC ultimately oversees the industry and potentially unlock the next phase of institutional adoption.
Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, and YouTube
Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, and YouTube
On this episode of Breaking Battlegrounds, hosts Sam Stone and Chuck Warren sit down with a wide-ranging lineup of guests to discuss global conflict, national security, state policy battles, and Arizona politics. Journalist Alessandra Hay, reporting from Armenia, joins the show to discuss her recent reporting on Iranian dissidents gathering in exile in Yerevan and the growing instability inside Iran. She shares stories from her article "The Iranian Exiles Bar Where Revolution Is Dreamed Up" and discusses the risks faced by those attempting to defect from the regime. Alessandra also examines how escalating tensions in Iran could affect Russia, Ukraine, and the broader geopolitical landscape. Find Alessandra's reporting at Iran War Dispatches: https://www.iranwar.news Next, Congressman Pat Harrigan (NC-10) joins the show to discuss national security concerns surrounding Russia and Iran, the political debate over war powers in Congress, and broader issues facing the American middle class and military leadership. Learn more about his work in Congress at: https://harrigan.house.gov/ Later, California State Senator Tony Strickland discusses the growing energy crisis in California caused by refinery closures and heavy regulations that could dramatically increase gas prices across the state. He also breaks down a major voter ID constitutional amendment effort that has already gathered more than 1.3 million signatures, as well as a recent Supreme Court decision reinforcing parental rights in education. Learn more: https://sr36.senate.ca.gov Voter ID Initiative: https://www.reformcalifornia.org/cavoterid/home Finally, Arizona businessman Elijah Norton, a candidate for Arizona State Treasurer, joins the podcast to discuss his campaign and his plan to bring fiscal discipline to government. Norton outlines proposals to root out waste, protect Arizona investments, expand school choice, and serve as a financial watchdog for taxpayers. Get involved with his campaign at: https://nortonforaz.com Don't forget to subscribe to Breaking Battlegrounds for weekly conversations on politics, policy, and the issues shaping America.
In Episode 043 of The Alan Sanders Show, we unpack the mounting China energy crisis triggered by disrupted Strait of Hormuz shipping and the collapse of Iranian oil exports after U.S.-backed strikes. With global oil flows stabilized under American insurance and Navy protection, Beijing faces skyrocketing costs and supply shortages. We also cover the explosive DHS oversight hearing where Secretary Noem faced tough questions on border security and enforcement failures, plus the controversial House vote that buried a resolution to release sexual misconduct records, seen by critics as a cover-up protecting predators in Congress. From Donroe Doctrine victories in the Western Hemisphere to America's energy and military dominance, this is Trump-era leadership delivering results while exposing Washington scandals. Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR, TRUTH Social, TikTok, YouTube and Rumble by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!
The Government are “taking public for fools', so says Sinn Fein's Energy Spokesperson and TD for Kerry, Pa Daly, as a ‘targeted' energy credit was put off the table by Government.The TD is critical of Government and the energy regulator for allowing the level of household energy debt to reach new record highs…Today Pa Daly introduced two bills that he says will tackle Ireland's energy crisis, end price gouging, and bring down the price of energy for good.He joins Ciara to discuss.
A new wave of attacks were carried out against Iran, as the war in the region moves into a fifth day. Reuters reports that retaliatory strikes hit multiple areas including the U.S. Embassy in Saudi Arabia. Oil prices continued to surge as a result of ongoing fighting. Evan Halper of the Washington Post joins to discuss why what happens to a key shipping route could affect global fuel prices. And the BBC reports on how European countries are struggling to hold a united position on the war. Plus, a Georgia man was convicted for giving his son a gun allegedly used in a school shooting, the labor secretary’s two top aides are resigning, and why buying a dinosaur has become a new trend in the auction world. Today’s episode was hosted by Cecelia Lei.
Iran is now blocking the Strait of Hormuz, through which 1 in 5 barrels of oil and a quarter of the world's liquefied natural gas transit.As oil and gas prices rise, should Europeans be worried about a new energy crisis?Production: By Europod, in co-production with the Sphera network.Follow us on:LinkedInInstagram Hosted on Acast. See acast.com/privacy for more information.
Acknowledgement of Country// HeadlinesUpdates from US-Israel war on IranAnti-protest laws case in NSW Supreme CourtIBAC apologises for mishandling Victoria Police domestic violence caseFormerly incarcerated advocates call for ban on prison strip searching We listened to a recent conversation between Alice and Spanish and Latin American Studies PhD Researcher Sasha Gillies-Lekakis about the energy crisis facing Cuba due to the recently increased fuel blockade by the United States. Catch Sasha on 3CR's Latin American Update and Unitarian Half Hour shows, and follow the work of the Australia Cuba Friendship Society at melbourneacfs.org.// Peter Cronau, award-winning, investigative journalist, writer, film-maker, and co-founder of Declassified Australia, caught up with Priya earlier this week to discuss the Five Eyes intelligence agreement between Australia, Canada, New Zealand, the United Kingdom, and the United States, and the role of Australia's Pine Gap signals intelligence (SIGINT) facility in light of the US-Israeli offensive on Iran. Head to DeclassifiedAus.org for rigorous, in-depth coverage of Australia's role in the global military industrial complex.// Ilo Diaz from the Centre Against Racial Profiling joined us to discuss safety and accountability concerns aroundVictoria Police's extension of Operation Pulse until the end of this year, continuing targeted Protective Service Officer (PSO) and police patrols at shopping centres across the state. The Allan Labor Government announced its investment of a further $6.5 million to extend the operation, which allows officers to search people without warrants at targeted shopping centres in significantly racially diverse areas. Ilo works directly with communities experiencing human rights abuses in Melbourne, South America and Palestine.// CONTENT NOTE: this interview contains distressing themes, including discussion of state-sanctioned sexual violence. If you need to speak with someone, you can call Lifeline on 13 11 14 or the Suicide Callback Service on 1300 659 467.Georgia Sheals and Nina Storey from the Formerly Incarcerated Girls Justice Advocates Melborne (FIGJAM) Collective spoke about the dehumanising practice of strip searching in the Australian corrections system, and why this practice needs to end. FIGJAM, Flat Out and Human Rights Law Centre have just launched a co-authored report titled 'Ending Strip Searches in Australian Prisons', which details the harm, prevalence and ineffectiveness of strip searching drawing on a combination of information obtained by Freedom of Information requests and the testimony of formerly incarcerated people including members of FIGJAM Collective. The report, published at EndStripSearching.com, is accompanied by a petition calling on the federal government to ban strip searches across all Australian prisons. Donate to support FIGJAM Collective's work here.//Sarah Blumfeld shared updates on the Don't Fly Thai campaign, which rejects Thai Airways' transport of F35 fighter jet parts from Australia to Israel on commercial passenger planes. Sarah discussed the campaign's 25th February protests held at Melbourne and Sydney international airports, which prompted a global response via social media coverage. We recommend revisiting our two part interview with Peter Cronau from Declassified Australia broadcast on the 16th and 23rd of October last year for more information on the transport of F35 parts on commercial flights. You can view the known locations of weapons manufacturers in Australia here, and email Thai Airways' bosses to tell them what you think about their involvement in weapons components transport here.//
There is one truth that has followed every major technological revolution in human history. Energy demand always rises to meet technological capability. When we industrialized, coal consumption exploded. When we built the modern transportation system, oil demand reshaped global geopolitics. When we entered the digital age, electricity quietly became the backbone of the global economy. And now we are entering the AI era. What most people don't appreciate is that AI is not just a software revolution. It is an electricity revolution. Training a single advanced AI model can consume as much electricity as tens of thousands of homes use in an entire year. And once trained, these models continue to run inside data centers filled with specialized hardware operating 24 hours a day. A single large AI data center can require over 1 gigawatt of power. To put that into perspective, that's enough electricity to power roughly 700,000 homes. One building consuming the equivalent of a major city. Now consider that companies like Microsoft, Google, Meta, and Amazon are planning dozens of these facilities. Suddenly, you begin to see the scale of what's happening. Even individual AI queries consume more power than traditional computing tasks meaningfully. One estimate suggests an AI query can use roughly 10 times the electricity of a traditional search query. That difference seems trivial until you multiply it by billions of interactions per day. This is why, for the first time in decades, electricity demand in the United States is accelerating again. For nearly 20 years, electricity demand was relatively flat. Efficiency gains offset economic growth. But AI, electrification of transportation, and domestic manufacturing are reversing that trend. And here's where the story becomes even more interesting. China understands this. China is building power infrastructure at a pace that is difficult to comprehend. They are adding entire national-scale power capacity every few years. In 2023 alone, China added more new coal power capacity than the rest of the world combined. At the same time, they are installing solar and wind at record rates, becoming the global leader in renewable deployment. They are not choosing one energy source. They are choosing all of them. Because they understand that energy availability determines technological leadership. Meanwhile, in the United States, building new power plants and transmission infrastructure can take a decade or more due to regulatory hurdles, permitting delays, and political resistance. This creates a very real risk. The country that can generate the most reliable, scalable energy will have a structural advantage in AI, manufacturing, and economic growth. Energy is becoming the limiting factor. And whenever something becomes a bottleneck, investment opportunities emerge. We are entering a period where trillions of dollars will be spent on power generation, grid modernization, nuclear energy, solar, battery storage, geothermal, and technologies that most people have never even heard of. Some of the biggest fortunes of the next decade will likely be tied directly or indirectly to solving this energy constraint. In today's episode, we explore alternative energy sources, the challenges we face, and the technologies that may power the future. Because understanding energy is no longer optional if you want to understand where the world is going. And as investors, those who see these shifts early have the opportunity to position themselves ahead of the crowd. Watch on YouTube: https://youtu.be/D0Lpmq0SAvo Listen on Apple Podcasts: https://podcasts.apple.com/gb/podcast/548-ai-is-about-to-trigger-an-energy-crisis-most/id718416620?i=1000752299883 Listen on Spotify: https://open.spotify.com/episode/5l4674hFIJPWkz0spMq4YL Transcript Disclaimer: This transcript was generated by AI and may not be 100% accurate. If you notice any errors or corrections, please email us at phil@wealthformula.com. Welcome everybody. This is Buck Joffery, the Wealth Formula podcast. And today, before we begin, I wanna remind you as always, there is a website associated with this podcast, wealthformula.com. That’s where you want to go. If you have, uh, an interest in uh, ing more in the community in particular, there is a, a credit investor club. AKA investor club, which you need to sign up for. Uh, go to wealthformula.com and see some private deal flow at, uh, no cost to you, uh, that, uh, you might have an interest in. Uh, let’s talk about today’s show. It’s a little bit about, uh, something. You know, that is, uh, on I think, a, a major issue, uh, going into the next decade. Um, you know, there’s one truth that’s followed. Every major technological revolution in human history. Energy demand is always rise, uh, to meet technological capability. You know, when we industrialize, uh, coal consumption exploded, obviously when we built modern transportation system oil. Demand, uh, reshaped global geopolitics. And when he entered the digital age, electricity became the backbone of the global economy, and now we’re entering the era of artificial intelligence. Now, what most people don’t appreciate is that AI is not just a software revolution, it’s an electricity revolution. Uh, training a single advanced AI model can consume as much electricity as literally tens of thousands of homes in an entire year. And once trained, these models continue to run inside data centers filled with specialized hardware operating 24 hours a day. A single large AI data center can require what’s called a entire one gigawatt of power. Now, what’s a gigawatt? Well, to put this all into perspective, that’s enough electricity to power. Roughly 700,000 homes, one building consuming the equivalent of a major city. Now, consider that companies like Microsoft, Google Meta, Amazon, they’re applying to build dozens of these facilities, and suddenly you begin to see the scale of what’s happening. Uh, even individual AI queries when you do them, they consume a lot more power than traditional computing tasks. Um, there’s an estimate that suggests that an AI query. Can use roughly 10 times the electricity of a traditional, uh, search query. The difference seems trivial until you multiply that by like billions of these interactions per day. And that is why for the first time in decades, electricity demand in the United States is accelerating again and doing so quickly. Now you might ask, well, you know, what’s been happening for the last 20 years? Well, electricity demand was actually relatively. Flat. And a lot of that is because of efficiency gains, offsetting economic growth, but ai, electrification of transportation, domestic manufacturing, they’re all gonna reverse that trend. And, and here’s where the story becomes even more interesting, because we know that China already understands this. China’s building power infrastructure at a pace that’s difficult to really even comprehend. They’re adding entire national skill, power, capacity every few years. In 2023 alone, China added more new coal power capacity than the rest of the world combined. And at the same time, they’re installing solar, wind, all these things at record rates becoming really the global leader in re renewable deployment. So you don’t think of China is that way, but they are. They’re not choosing one energy source. They’re choosing all of them. And because they understand that energy availability will determine technological leadership. Meanwhile, in the US things are kind of slower. Building a, a new power plant and transmissions infrastructure can take a decade or more. We got lots of regulatory hurdles and permitting delays in political resistance that the Chinese don’t have, and that creates a lot of risk. The country that can generate the most reliable, scalable energy, we’ll have a structural advantage in AI manufacturing and economic growth. And that is a big, big deal because energy at the end of the day is becoming. The limiting factor for growth, and whenever something becomes a bottleneck, you also get investment opportunities that emerge. So we’re entering a period where trillions of dollars will be spent on power generation, grid modernization, nuclear energy, solar battery, geothermal, you name it. And a lot of those things you’ve never heard of. Some of the biggest fortunes of the next decades will be tied directly or indirectly to solving these energy constraints. That is why in today’s episodes we’re gonna explore these alternative energy sources, kind of get an idea of what’s going on with them. I know it doesn’t sound super exciting or sexy, but understanding energy right now is, is not optional. If you wanna understand where the world is going, and as investors, those who see these shifts early are gonna have an opportunity to position themselves ahead of the crowd, and we’re gonna have. A conversation to highlight all of that right after these messages. Wealth formula banking is an ingenious concept powered by whole life insurance, but instead of acting just as a safety net, the strategy supercharges your investments. First, you create a personal financial reservoir that grows at a compounding interest rate much higher than any bank savings account. As your money accumulates, you borrow from your own. Bank to invest in other cash flowing investments. Here’s the key. Even though you’ve borrowed money at a simple interest rate, your insurance company keeps paying. You compound interest on that money even though you’ve borrowed it at result, you make money in two places at the same time. That’s why your investments get supercharged. This isn’t a new technique, it’s a refined strategy used by some of the wealthiest families in history, and it uses century old rock solid insurance companies as its back. Turbocharge your investments. Visit wealthformulabanking.com. Again, that’s wealthformulabanking.com. Welcome back to the short rewind, uh, energy demand is, uh, rising, not just from ai but from electrification. Population growth, economic activity itself. At the same time, we’re trying to transition how energy’s produced, which creates, uh, real trade-offs around cost, reliability, and scale. Today’s conversation isn’t about, uh, ideology necessarily, but it’s about the economics of energy and what’s realistic as demand continues to grow. And to help us think this through. I’m joined by Dr. Ga Hockman, professor of Environmental and Resource Economics, with the PhD from Columbia University Gall. Welcome to the show. Good morning. So let’s just start very basic here. In your view, why does economic growth almost always translate into higher energy demand? Because production is very dependent on energy. And so whenever you wanna expand production, you wanna expand food, you need more energy. And this is actually what we’re trying to decouple, to create production processes that are less energy intensive. So as we grow, as we become happier, more viable, we don’t necessarily need more energy. So, uh, setting, uh, ai, artificial intelligence aside for a second, are we already in a path where electricity demand has to rise, you know, meaningfully over the next decade? I mean, what, what kind of projections do we look at there? We need to decouple growth from energy. We didn’t do that yet. As long as we don’t do it. Uh, growth will be associated with an increase in energy demand, not as much as AI has been introducing. And that is, uh, uh, uh, jumping to a higher step. Right. Now, you’ve mentioned this a couple times in the decoupling idea how in the big picture, like how do you do that? Uh, does the low hanging fruit that the US implemented from the 1980s, 1990s, and that is energy efficiency. It, which creates a win-win. Uh, it just changed the light bulbs in your, in your house. You save electricity, but you also save money ’cause these bulbs last much longer. Assuming their cost is not high enough. Is not too high. Uh, industry is the same thing. Introducing more efficient processes. Can result endless need for energy, but we need to go a step further to make it more meaningful and to introduce production processes that simply depend less on energy or depend less on energy that is polluting. Give us another example. I mean, the light bulb is an easy one, but, um, I mean, what are some large scale ideas for that energy efficiency issue? That you’ll think about when you think about these kind of decoupling ideas. Uh, another thing, just, uh, the appliances at home, uh, you want them to, uh, be more energy efficient and the windows you put on your houses, you want it to be double blast, maybe even triple in some cases that blocks the sun and helps I, uh, isolate the house better so you don’t need to heat it as much. Insulation is very important. Uh, very similar things exist in the commercial sector. Uh, if you look at the big retail stores, they’re using a lot of light bulbs. They’re using a lot of insulation to reduce their, uh, heating costs. If they are wanting to become more energy efficient. So these are not very complicated things that can really make a change in residential, in commercial. And you can then expand it further into production process in the manufacturing. And there are different examples also there. There’s also this big driver of energy in the next couple of decades, uh, which, you know, people talk about how many more terabytes we’re gonna need just to support the artificial intelligence revolution. Do you think it’s realistic, you know, just to focus on these efficient levels? Is that enough for, for how much energy we need? No, no. And we need to expand the energy. Uh, it’s important to expand it in ways that is cleaner energy, so it does not create harm. So you don’t create a good with a bad, uh, you wanna introduce energy that is cleaner so you don’t increase, uh, pollution. Uh, impact greenhouse gases. Um, so it is also the fuel mix that you’re using. The fuel sources. Will you use solar? Will you use hydro? Will you use, uh, wind, uh, bio bioenergy, same thing. Bioenergy crops. So you wanna exp expand, you wanna. Introduce a more diverse set of feedstocks that many of them are much more, uh, cleaner than the existing one. Uh, so the movement to renewable is important. Uh, and again, you don’t need to decrease the existing infrastructure, but the new infrastructure at least needs to come from a cleaner sources. You need to improve our use of batteries. Yeah. Let, let’s break down some of the things that you’ve talked about. So, solar, okay. Um, what did, what does solar do well and where does it struggle? Solar, people forget, in 2005 it was $10. Now it’s below $1. So we need to understand that there is a transition in the transition. Many times costly, but we need to learn and bring it down that. Learning came in terms of installation. The installation became much more efficient, uh, much less costly, much faster, and that brought the price of solar down. Uh, solar has been performing very well in many places. Uh, eh, solar today is cheaper than many of the most polluting, uh, infrastructure for power in the world. If I remember correctly, the number, it’s around 500 gigawatts, which is a big number. Uh, they can, that solar can outcompete the existing, uh, energy sources. Uh, where it’s struggling is that, um. Silicon will be is is in high demand and that is a creating a floor that prevents solar from going even lower, but it can also create a constraint in the future as you expand it further. Can you explain for, for us just the silicon issue? ’cause is that. So it’s just a, a silicon is a major component and we don’t have enough, is that what you’re saying? Yes. Yes, exactly. And then doesn’t that drive up the price of silicon? Yes, but we, we didn’t hit that. We, we we’re, we’re, uh, but there are actually various entities working on alternatives. From MIT to companies, uh, that are offering interesting solutions. Yes. You mentioned storage as well. Um, energy storage. Um, how close are we to storage being really viable at scale? I mean, this is, um, you know, we certainly, battery technology has improved, but, you know, how, how, how close are we to it? Becoming something that is, is really, really helping the issues. Uh, it’s challenging ’cause right now it makes it more expensive. But if the more we use it, the more we learn, the more we understand, the more, uh, efficient and cost efficient we can introduce it. Cost will go down. So it’s like the, how do you push it forward? How do you adopt these technologies? Now, we should always remember that there are, in some places, it is already very viable. But it demands certain, uh, uh, circumstances. For example, uh, the Southwest has a location where it has, uh, underground water and solar. The solar heats the underground water. So the underground water becomes the storage that, uh, then the steam becomes the electricity in the night. And that is a very viable process. Hydro with wind goes also very well, and again, uh, they manage to store, uh, use the wind to bring water upstream, and then when there’s no wind, the water flows downstream and through hydro creates electricity. Batteries, it’s technology. Uh, will a breakthrough come one day? I believe so, but again, I, I can’t predict it. Um, we can talk about, um, you know, natural gas, right? I mean, natural gas doesn’t get much attention, uh, in the transition narrative, but how important is it today in maintaining grid stability in supporting renewables? Reliability is more important than prices to many of us. No one likes blackout and if you talk with the, those that monitor and and manage the electricity markets, that’s their top priority, not the price. Uh, we don’t like it when we don’t have electricity. We we’re very dependent on it. So reliability is definitely be, uh, uh, uh, a must before you even move towards renewables. Absolutely. Before prices even, uh, uh, for anyone in the us. Um, so NA Gas has the potential, uh, it has less. CO2. The problem with NA gas is that the infrastructure is leaking. That means that the pipeline are emitting and methane because of leaks. Uh, I believe that needs to be addressed. Uh, uh, natural gas has the potential to be used, but. You need to not use it with an infrastructure that is, uh, resulting in more damage than good. It kind of defeats the purpose of it. What would do you look at natural gas as a short term bridge or something that, you know, the, the system may rely on, you know, in, in a much longer, uh, timeframe, even with other renewables. I would be careful in creating a bridge because that this infrastructure is very expensive. Once you put the amount of money needed to create infrastructure, it’s very hard to change it. Having said that, you will have solutions that will use fossil fuels, which includes natural gas, even in the long run, simply because the cost and the benefits will add up in a way that. It won’t make any sense moving away from fossils. In my opinion, not everyone will agree with me. Yeah, but, and, and you do have technologies that can make fossil fuels much, much cleaner. Like carbon capture used in storage. Uh, that technology has a huge potential. You can recycle the hydrogen and recycle other components in the refinery process that results in a cleaner fuel. But it’s something that we need to incentivize the companies to do. Uh, a company will not do it independently ’cause it’s more costly and that’s important. How about nuclear? I mean, nuclear. Offers reliable carbon free, you know, power. Yet it hasn’t scaled the way many people expected. Um. Why is that people are afraid of nuclear. Look at the three Mile Island and, and look at Fukushima and Chernobyl for that matter. People remember those stories and that really resonates with them badly. And there’s also a problem in the accounting of nuclear. Even the most safest countries in the world like Japan will everyone considered super safe. Even they have an accounting problem. So there is the concern that. Even small amounts get leaked out to the wrong hands. That can be a very bad outcome. Eh? Having said that, there is, I don’t know. I don’t follow it too much, but I do know there is a drive to create small nuclear plants, mobile plants, eh, from my recollection for two, three years ago, the company that I heard of was very successful at that. Eh, Japan went back to nuclear different than Germany. By the way. Germany did not try to, uh, divest from nuclear. So there are some places that nuclear becomes very important. I think it’s also becomes important in some areas that work in ai. So it has been introduced as a source of electricity. Can you tell us a little bit about small modular reactors? There’s a lot of buzz about that. What, what exactly are they? I mean, how small are they? You know, safety wise, uh, they’re mobile, they’re not very big. And, uh, that makes them, uh, much more easier to manage and control as opposed to the very big nuclear plans. Nuclear is a base load. So you use it, you, once you turn it on, you don’t want to turn it off. It’s too expensive. The on and off, it takes it a long time to, to uh, ramp up. Uh, and, uh, mobile, uh, nuclear plants are addressing many of these concerns that exist with the big plants. So they are solving it in, in what I saw pretty well in some circumstances. How small are they? I mean, are they, so would you. Would a, you know, one of these AI data centers, or what would they just, would they have one small modular react or they’ll need more than that? They’ll need more than that. Oh, they need more, more than one. Yeah. Yeah, yeah. So they’re, they’re pretty small or they like, you know, the size of a car or they. How, how small are these things? No, they’re bigger than the car, but they’re not too big. If you know of a nuclear plant, the old one, you see these big round, uh, domes, uh, they’re, they’re not that big. They’re, they’re much smaller, but they’re not as small as a car. Yeah. And so you could run maybe, uh, a, an AI center with a couple of those or something like that. Is that the idea? They have, you can see some of them. There are examples in Texas where you have the, the center basically is surrounded by small units. Are they generally safer to use, and if so, why is that? Uh, I’m not a nuclear guy. I’m not a physic. I should be careful in it, but I, I, what I understood, they’re safer to use. Also, the material i, i I is not reaching, uh, levels that safer levels than you would need for, for example, for bumps and, and stuff like that. So they’re keeping everything at a safer level. When you step back and look at the whole system and think about. What’s gonna happen in the future? Do you think it’s more likely to be dominated by one energy source or like a diversified mix as we’ve been going through? I believe a diversified mix. I also believe that in some places you will always have fossil fuels. In some places you’ll have a very quick transition to renewables. Uh. Uh, we need to look at the system view. In some places it’s easier to clean the dirty fuel. In some places it’s just easier to introduce the, the clean fuel. Uh, some places I do believe you see, for example, developing world does not have the capacity to electrify. We talk about electrification and some people are very enthusiastic about it. You don’t see it in the development world. They don’t, they lack even the US And there is a study in Princeton that came, I think three years ago. Um, if you electrify the whole US today, you need to almost triple the grid capacity. Just understand what the magnitude of money that needs to be invested to get there. Is huge. Now developing countries definitely don’t have it. Even the US doesn’t have that capacity. So, uh, developing countries, I think you might see a lot more biofuels, a lot more, uh, other, uh, substitutes that exist that are easier for them to manage. And then a system view or a more complete view is needed ’cause it’s not. What is the most efficient process? Is what process fits best in a certain area, and, and that will create a lot of heterogeneity, I think. Do you have a sense in the us I mean, what, what do you think ends up being? There’s gotta probably be one, you know, dominant source that it will, will kind of come to friction based on our own. Economics in our own situation. Do you think that’s in the, in the near future? Is that solar, you think? I mean, what, what dominates in the future here? I don’t think you’ll dominate, even in the us you won’t dominate, uh uh. You have regions in the US that are very, uh, windy. Wind farms will be the optimal path. There are places that don’t have any clouds, 350 days a YA year. So solar is perfect there. Solar also creates employment and live view for certain communities so that the employment component is an important part. So you create. Income and, and, and, uh, in, in, in life, in, in economic variability in regions with the renewables, there are other regions that have, uh, a lot of supply of, uh, excess biomass or the capacity to produce a lot of biomass, and that creates them an alternative to use biomass ’cause that’s what brings them. Again, income, which is always important, but it also brings them a feedstock that might be of a, a lot of benefits. Um, and you will have regions that are heavily so heavily invested in fossils that it will never make sense to move away from fossils, but it will make sense to create cleaner fossils through carbon capture and storage in other ways. So I don’t think the US will move into one place or another. Yeah. Um, you know, you often hear discussions about, in the US about, um, our grid being outdated. Tell us sort of at, at a high level, if you wouldn’t mind explaining the issues with the grid and, you know, what, what kind of issues that brings up as we need more energy sources. Just look at the power plants. They were, look at their ages, the age of power plants. Look at and, and then there are a few that were supposed to be retired and now have been extended, but just. That by itself is sufficient to create problems whenever you encounter a natural, uh, extreme event that, uh, stresses the system. Uh, we saw with Sandy in the northeast. The northeast was, a lot of the infrastructure was outdated. Sandy came, the system collapsed. They fixed it now, so they upgraded it. There is, uh, uh. Some of the utility. Again, I’m not, I’m following anecdotal evidence and news, not beyond that, but some of the companies are striving to improve their grid and they are trying to, uh, introduce a more sustainable and reliable system again, ’cause reliability is so important. What does, what does it mean really to even update the grid? I mean, just for people who are not in this space, what does that even mean to upgrade it? You, you, you change the equipment, you upgrade the equipment, you better manage the inter, uh, interaction of trees and, and, and the electricity lines. Uh, you bring electricity lines underground. You also improve a lot of the infrastructure, uh, of the power plants and how they distribute the energy. So this whole infrastructure is being upgraded so it can support. For example, the ai. And that actually is something that the AI might bring as a very positive thing. So it will force the system to, uh, upgrade, to introduce more efficient processes, uh, distribution mechanisms that are more resilient, which I think is important. I hear we’re kind of behind when it comes to this, when you compare it to China. Can you talk a little bit about that? China has a different structure of, or economic structure. So a lot of the, uh, driver, the driver in China is the government and money that the government allocates to these alternative technologies, and that creates a very strong drive for renewables. Eh, China is also a big driver in coal in China, so. It’s basically where the government decides to put the money, and that’s where you see the industry flourish. If you look at the numbers, the investment numbers, China outpaces any country in the world in terms of the value invested per year in the recent years, and, and they’re producing a lot more, a lot more energy than us too. Isn’t that correct? I mean, I, I’ve just been, just in terms of following the AI news, I keep hearing about it. China has no. So many more terabytes than us, uh, of energy, uh, ability. Is is that true? Uh, that I don’t know. I don’t know exactly ’cause, uh, I know they’re producing a lot. I know they are expanding a lot, and I know that in the solar space, for example, they dominate because of that. They’re already, they’re also starting to dominate in the electric vehicle space. Uh, they’re becoming to leaders in those areas. Yes. Um, big picture, I think if you wanted to sort of sum up some of the, you know, major issues that you think that, you know, people like us who are. Investors or you know, just people wanna know what’s happening in the future. Like what, what’s, what’s the message for, for people? I would, I would try to make my house more efficient. I would try to, uh, and it’s important to understand this is not only about, it is about greenhouse gases, but it’s also about if your house is more efficient, you are also paying less money. And that has a lot of benefits to it. Similar logic can follow to the industries and how they work, how, and, and conserving energy is not necessarily coming at the cost of being more or less productive. That’s what we need to understand. You can conserve energy and still produce more. You can become more efficient and you can still, and you can reduce your dependencies on, uh, energy, which I think is important. Dr. Ga Hoffman, thank you so much for being on Wealth Formula Podcast today. Thank you for inviting me. You make a lot of money but are still worried about retirement. Maybe you didn’t start earning until your thirties. Now you’re trying to catch up. Meanwhile, you’ve got a mortgage private school to pay for, and you feel like you’re getting further and further behind. A good news. If you need to catch up on retirement, check out a program put off by some of the oldest and most prestigious life insurance companies in the world. It’s called Wealth Accelerator, and it can help you amplify your returns quickly, protect your. And money from creditors and provide financial protection to your family if something happens to you. The concepts here are used by some of the wealthiest families in the world, and there’s no reason why they can’t be used by you. Check it out for yourself by going to wealthformulabanking.com. Welcome back to the show everyone. Hope you enjoyed it. And, uh, yeah, again, you know, the goal of this show is really to give you, you know, a, a macro look at what’s going on in the world and one of the things that is. Clearly an issue for the United States is energy production. And so, um, you know, stay on top of this stuff. This is, you know, this is where the puck is headed, right? Um, ai, all these things that are, are really, uh, driving the next decade of growth. Really depend on it. Anyway, that is it for me. This week on Wealth Formula Podcast. This is Buck Joffrey signing off. If you wanna learn more, you can now get free access to our in-depth personal finance course featuring industry leaders like Tom Wheel Wright and Ken McElroy. Visit wealthformularoadmap.com.
Yesterday's positive close on the US equity market was a head scratcher and we try to put together a set of reasons how it was possible as we quickly yielded to a fresh round of deep risk off in Asia and Europe overnight and into this morning. Some thoughts on the "energy overlay" for all of the major currencies should this conflict persist and the energy price spike worsen and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
Michelle Brouhard explains what's at stake for energy markets as Middle East tensions rise. “Right now the movement in the Strait [of Hormuz] is a trickle,” she says, with two ships already sunk as Iran tries to close the Strait. If the campaign lasts several weeks, as Trump has hinted, it could have significant impacts on European and Asian energy supplies. Michelle says this looks like the “Arab Spring” trade, taking a look at oil's moves during other major disruptions. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
What a wild discussion with Katy Grimes, Editor in Chief of the California Globe. We had a great discussion about the corruption, incompetence, and the future of California. We need more leaders like Katy to take a stance and try to save California and stop the madness.I asked her some tough questions, and she brought the insights only like a true reporter could. We need to fight to save California, and it is worth saving. We talked about other guests who have been on the Energy News Beat podcast, like Steve Hilton and Mike Umbro, and even how Mel Gibson would fit into the Governor's race.The bottom line: California is a National Security Crisis in the making, and as the title says, "A Rogue State Threatening National Security" is a complete understatement. I had to ask, "Is Gov Newsom incompetent or corrupt?"**1. California's Energy Crisis**The discussion extensively covers California's severe energy challenges, including the shutdown of oil refineries and pipelines that have crippled the state's domestic energy production. This has forced California to become heavily dependent on imported oil and gas from countries like Russia and China. The discussion emphasizes how this isn't just a state issue—it has national security implications, particularly affecting jet fuel supplies for military installations across the western U.S.**2. Governor Newsom's Leadership and Policies**There's significant criticism of Governor Gavin Newsom's management of the state, with particular focus on his energy policies and public safety decisions. The transcript mentions controversial decisions like the release of a convicted serial abuser from prison, and suggests that Newsom's political ambitions may be taking priority over addressing California's urgent problems.Our discussion explores reform efforts through organizations like Fix California and Reform California, which are working to address voter fraud and gerrymandering. It also considers potential Republican alternatives for leadership, such as Steve Hilton, and discusses the possibility of federal intervention through agencies like the Department of Energy.**4. Broader Political and Economic Context**Katy touches on the national political divide between Democrats and Republicans, the lack of bipartisanship, and how federal policies—such as economic tools used against countries like Iran and Venezuela—have broader geopolitical implications.Check out all of Katy's great work on the California Globe https://californiaglobe.com/Connect with Katy on X @KATYSaccitizen https://x.com/KATYSaccitizenCheck out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/
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/
Is geopolitics really about ideology? Or is it a global portfolio reallocation? In this conversation, Dr. Warwick Powell reframes Trump 2.0, Canada's trade pivot, Europe's energy scramble, and the AI boom as symptoms of a deeper structural shift. Powell argues the West has built too many abstractions and not enough productive capacity. We explore whether AI data centers are net-positive infrastructure, what it would actually take to rebuild a durable, energy-secure economy and so much more. Professor Warwick Powell's links: https://x.com/baoshaoshan https://substack.com/@warwickpowell Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Geopolitics as Global Portfolio Reallocation 04:16 – Canada's Diversification Strategy Explained 07:10 – The UK, China & the End of the Old Atlantic Model 09:22 – Is Canada Pivoting Away from the U.S.? 12:21 – Energy Return on Energy Invested (EROEI) 15:44 – Fixed Capital vs Financial Abstraction 18:45 – Why the West Is Running Short on Surplus 23:33 – Financialization & the Hollowing Out of Industry 31:55 – Has Capital Allocation Actually Improved? 34:09 – AI as an Energy Sink? 38:35 – The Hidden Cost of AI Data Centers 41:52 – Liquidity Expansion & Asset Inflation 44:00 – Political Anger & Economic Fragility 46:49 – Are Any Countries Getting This Right? 49:21 – Capital Concentration & Rent Seeking 53:02 – The Prosperity Cycle: From Poor to Complacent 55:08 – Too Many Promises, Not Enough Production 57:52 – Where Real Opportunity Still Exists 01:00:26 – “Reality Bats Last” Copyright © 2025 Cambridge House International Inc. All rights reserved.
Guest: Professor Evan Ellis. Ellis discusses Chinese control of Peru's Chancay port, Mia Mottley's victory in Barbados, and Cuba's desperate energy crisis forcing potential concessions to the U.S.1935
Max and Maria were joined by Andrian Prokip and Tim McDonnell to discuss the relentless Russian bombardment of Ukraine's energy infrastructure, and what this means for average Ukrainians trying to survive the winter months. Be sure to explore Tim McDonnell's newsletter, Semafor Energy.
Discover why you're bone-deep exhausted even after a full night's sleep and learn practical strategies to reclaim your energy. This episode reveals the hidden factors draining your energy after 40 and provides actionable solutions that work with your body's natural changes, not against them.Detailed Time-Stamped Show Notes:[0:00 - 0:45] Welcome & The Energy Crisis RealityIntroduction to the exhaustion epidemic among women over 40Why sleep doesn't fix the bone-deep tiredness you're experiencingValidation that this isn't laziness or lack of motivation[0:45 - 2:15] What's Really Happening in Your BodyHow declining estrogen and progesterone disrupt energy productionThe role of mitochondria (cellular powerhouses) in energy declineSleep quality changes and their impact on energy levelsAdrenal gland overload and hormone compensation[2:15 - 3:00] The Invisible Energy DrainMental load: managing everyone else's schedules and needsEmotional load: being the family's emotional regulatorDecision fatigue from hundreds of daily micro-choicesGuilt and perfectionism as energy vampires[3:00 - 4:00] Physical Foundation SolutionsBlood sugar stability for steady energy throughout the dayProtein with every meal to prevent energy crashesHydration's crucial role in energy levelsRight vs. wrong types of movement for energy building[4:00 - 4:30] Managing the Invisible LoadStrategic saying no to non-essential commitmentsDelegation strategies (even when it's not perfect)Asking for help without guiltCreating protective boundaries around time and energy[4:30 - 5:00] Energy Management Mindset & ClosingShift from time management to energy managementWorking with your body's natural rhythms after 40Realistic expectations for energy at this life stageEmpowerment message: You deserve to feel energizedKey Takeaways:✓ Your exhaustion has real, identifiable causes - it's not "just getting older"✓ The invisible mental and emotional load is as draining as physical demands✓ Energy management is more important than time management✓ Small, consistent changes can create dramatic improvements in energy levelsResources Mentioned:Website: https://fatlossbuffalo.comConnect with Fit Over 40:Facebook: @fatlossbuffaloInstagram: @fatlossbuffaloYouTube: @fatlossbuffalo
Greg Jackson, founder and CEO of energy giant Octopus Energy, is perhaps one of Britain's most innovative CEOs.In 2021, the British energy market collapsed. Wholesale gas prices surged six-fold, thirty suppliers went under in months, while millions of families faced impossible bills.Rather than sticking his head in the sand, Greg went public, putting his own credibility on the line to explain why prices were rising. He cut his own salary to minimum wage, provided £150 million in bill relief packages, and became the face of the energy crisis when everyone told him not to.The result? Octopus became the UK's largest energy supplier during the worst energy crisis in a generation, now valued at over £7 billion.Greg is an entrepreneur who's built multiple businesses by doing exactly what everyone else refuses to do – a true lesson in why fortune really does favour the brave.LESSONS YOU'LL LEARN:Character matters more than ability.When you see something clearly, don't hesitate.Fortune favors the brave, zig when others zag!Being smart isn't enough. The combination of being smart and working hard is critical.Communicate relentlessly, especially in crisis.FOLLOW OCTOPUS:Instagram – www.instagram.com/octopusenergy/?hl=enTikTok – www.tiktok.com/@octopusenergy?lang=enFOLLOW CRISIS WHAT CRISIS?Instagram – www.instagram.com/crisiswhatcrisispodcast/?hl=enTikTok – https://www.tiktok.com/@crisispod
WMAL GUEST: MATT MORGAN (Republican Maryland Delegate) on Governor Wes Moore’s testimony in favor of a controversial mid-decade redistricting plan and the state's looming energy supply hurdles. SOCIAL MEDIA: X.com/MattMorgan29A READ: Governor Moore Testifies in Support of Redistricting Amendment Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Tuesday, January 27, 2026 / 8 AM HourSee omnystudio.com/listener for privacy information.
Nothing less than an absolute brawl at Davos. President Trump storms the globalist stronghold with a message that shatters alliances, exposes hypocrisy, and forces the world to choose sides. Empty chairs. Furious elites. Trade deals ripped apart. From the UN and NATO to China, Greenland, energy collapse in Europe, election integrity at home, and the SAFE Act showdown in Washington — this episode lays out why the old world order is collapsing and what replaces it. This wasn't diplomacy. This was a line in the sand.
In this episode of Mining Stock Education, host Brian Leni interviews Elliott Gue, the editor and chief analyst at Energy Bulletin. Elliott discusses the current geopolitical landscapes affecting energy markets, future energy demand, and investment opportunities. He provides an in-depth analysis of Venezuela's misunderstood oil reserves and its potential production capabilities. Furthermore, Elliott outlines the long-term forecast of a major energy crisis emerging from rising global demand, decreasing non-OPEC supply, and limited OPEC spare capacity. He advises investors to look at various sectors such as US refineries, oil services companies, and upstream natural gas producers as potential opportunities to mitigate and profit from the anticipated energy shortages by 2028-2030. 00:00 Introduction 01:27 Venezuela's Oil Reserves: Myths and Realities 04:55 Investment Needs for Venezuela's Oil Industry 09:19 Impact on US Refineries and Global Oil Market 17:00 Geopolitical Factors and Oil Market Dynamics 24:58 Future Energy Crisis and Strategic Importance of Venezuela 27:43 China's Energy Strategy: Build First, Break Later 29:16 India's Energy Growth and Challenges 31:17 Global Competition for Energy Commodities 32:41 The Role of Natural Gas in the US Energy Market 35:31 Renewables and Grid Scale Storage 41:20 Investment Strategies in the Energy Sector 47:41 Elliott's Newsletter and Final Thoughts Elliott's website: https://energyandincomeadvisor.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Mexico is the United States' number one trading partner — yet it's sending fuel to Cuba, a communist dictatorship under U.S. sanctions. In this investigative breakdown, Kelsi Sheren exposes how Mexican taxpayer money, state-owned oil company Pemex, and quiet geopolitical shifts are propping up the Cuban regime after Venezuela's collapse. This isn't humanitarian aid. It's power, energy, and influence — and it raises a serious question: whose side is Mexico really on?Chapters00:00 Introduction and Overview of Current Events01:29 Cuba's Energy Crisis and Mexico's Role04:44 The Implications of Mexico's Support for Cuba09:00 The Balance of Power in the Western Hemisphere11:13 Conclusion and Future Considerations - - - - - - - - - - - -One Time Donation! - Paypal - https://paypal.me/brassandunityBuy me a coffee! - https://buymeacoffee.com/kelsisherenLet's connect!Youtube - https://www.youtube.com/@thekelsisherenperspectiveInstagram - https://www.instagram.com/thekelsisherenperspective?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw%3D%3DX: https://x.com/KelsiBurnsInstagram: https://www.instagram.com/kelsie_sheren/Substack: https://substack.com/@kelsisherenTikTok - https://x.com/KelsiBurnsListen on Spotify - https://open.spotify.com/show/1O3yiobOjThKHtqyjviy1a?si=6c78bdc2325a43aeSUPPORT OUR SPONSORS - - - - - - - - - - - -MasterPeace - 10% off with code KELSI - MasterPeace.Health/KelsiKetone IQ- 30% off with code KELSI - https://ketone.com/KELSIGood Livin - 20% off with code KELSI - https://www.itsgoodlivin.com/?ref=KELSIBrass & Unity - 20% off with code UNITY - http://brassandunity.com- - - - - - - - - - - - -CHARITYHeroic Hearts Project - https://www.heroicheartsproject.orgDefenders of Freedom - https://www.defendersoffreedom.usBoot Campaign - https://bootcampaign.org
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this episode, we chat about the Trump administration's $15 billion initiative encouraging tech companies to buy power plants, aiming to address the escalating energy demands from AI and machine learning. We explore how this impacts the future of AI infrastructure and energy policy. Chapters 00:00 AI's Power Hunger 01:48 Trump Admin's Plan 10:07 Energy Source Debate 13:30 Accountability for Consumption In this episode, we explore the Trump administration's proposal for tech companies to invest $15 billion in power plants to meet the surging electricity demands of AI and data centers. We also discuss its potential impact on America's power grid, consumer costs, and the national effort to remain competitive in the global AI race. Chapters 00:00 $15 Billion Power Plant Deal 01:48 PJM Grid Operator & Energy Needs 04:44 Alternative Power Solutions 06:45 The Trump Administration's Plan 10:05 Renewables vs. Consistent Power 13:33 Addressing Critiques and Future Links • Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai: https://aibox.ai • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer: https://www.youtube.com/@JaedenSchafer • Join my AI Hustle Community: https://www.skool.com/aihustle: https://www.skool.com/aihustle
The Alan Cox Show
The Alan Cox ShowSee omnystudio.com/listener for privacy information.
WMAL GUEST: MARK FISHER (Maryland State Delegate) on the Maryland General Assembly, the "ICE Breaker Act," and Powering the New Sphere Venue SOCIAL MEDIA: @Fisher4Maryland WEBSITE: MarkFisherForDelegate.com Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Tuesday, January 20, 2026 / 8 AM HourSee omnystudio.com/listener for privacy information.
Coming to us from Colorado Springs, CO he is very current on the situation as it is unfolding in Colorado.
- Murder of Nuno Lori Loreiro and Implications for Fusion Energy (0:10) - Energy Crisis in the US and Global Competition (3:33) - China's Energy Advantages and US Vulnerabilities (5:54) - Literacy Crisis in the US and Its Implications (9:44) - Brighteon Books and AI-Generated Content (18:31) - Gold and Silver Price Trends and Geopolitical Implications (34:51) - Venezuela's Oil Embargo and Potential US Military Intervention (36:44) - The Role of Literacy in US Industrialization and Empire (49:50) - The End of the US Empire and the Rise of New Powers (51:45) - Interview with Dr. Tau Braun on Vaccines and Autism (55:12) - Understanding Copper and Zinc Ratios (1:10:09) - Venom Tech and Biological Weapons (1:26:45) - Depopulation and Government Warfare (1:32:56) - Vaccines and Autism: Glycan Antigen Conditioning Model (1:42:30) - Thymus Gland and Immune Memory (1:47:03) - Support for Independent Research (1:52:06) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com
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