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A.M. Edition for June 24. Progressive candidates allied with Zohran Mamdani swept through New York's primaries, toppling more mainstream Democrats in deep-blue congressional districts. Plus, President Trump threatens big oil with a DOJ probe into why gasoline prices aren't lower yet. WSJ markets editor Alex Frangos, explains the lag and gives us an update on movements through the Strait of Hormuz. And as the energy crisis stemming from the war on Iran eases, HSBC's Frederic Neumann says a new one is brewing in Asia, as the onset of El Niño threatens the global economy. Luke Vargas hosts. Listen to all episodes in our series on ideas for fixing the housing crisis. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
When Iran closed the Strait of Hormuz earlier this year, experts projected oil prices would go to $200 a barrel. But then… they didn't. In fact, while gasoline prices rose in the United States, and Europe and Asia suffered higher costs, the resulting energy crisis wasn't even as bad as what followed Russia's 2022 invasion of Ukraine.Why? China. The country seems to have absorbed the costs of Trump's war of choice by releasing hundreds of millions of barrels from its strategic stockpile. On this episode of Shift Key, Rob is joined by Rory Johnston, an oil markets researcher and the author of the Commodity Context newsletter. They discuss China's massive (and quiet) intervention, why it's “the most important thing we learned” from the Iran War, and what it means for the future of energy and geopolitics.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.Mentioned:China Oil Demand Doubts, Rory's 2023 article about Chinese strategic stockbuildingPreviously on Shift Key: Why the Iran Ceasefire Hasn't Ended the Energy Crisis, featuring RorySubscribe to Heatmap Daily--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
Japan's Energy Crisis and Economic Resilience. Guest: Lance Gatling. Lance Gatling discusses how the Strait of Hormuz crisis has driven Japanese crude oil import prices to record highs. To maintain stability, the government has tapped strategic reserves and subsidized fuel prices while increasing imports from the U.S. Despite the weak yen, Japanese exporters are booming, and the stock market has reached all-time highs. 131920
SCHEDULE THE JOHN BATCHELOR SHOW, 6-18-26.1922Colombia's Presidential Election and Abel de la Espriella. Guest: Mary Anastasia O'Grady. Mary Anastasia O'Grady discusses the upcoming Colombian election and frontrunner Abel de la Espriella. As a lawyer with multiple passports, de la Espriella positions himself as a disruptor similar to Donald Trump or Javier Milei. He advocates for building mega-prisons to confront gangs and reviving the hydrocarbon industry. 1Poverty and Economic Stagnation in Developing Nations. Guest: Veronique de Rugy. Veronique de Rugy examines why countries like the Democratic Republic of Congo remain in extreme poverty. She identifies institutional failures, such as a lack of property rights and predatory governments, as the primary causes of stagnation. Growth, she argues, is the only sufficient element to lift people out of poverty. 2Advancements in Small Satellite Propulsion. Guests: Paulo Lozano and Amelia "Mia" Bruno. Paulo Lozano and Mia Bruno introduce electro-spray thrusters utilizing green ionic liquid monopropellant for small satellites. This technology allows a single tank to fuel both efficient electric and high-thrust chemical maneuvers. Unlike toxic hydrazine, this fuel is safe and allows satellites greater mobility for Earth observation. 3Future Missions for Miniaturized Space Technology. Guests: Paulo Lozano and Amelia "Mia" Bruno. With an unlimited budget, Paulo Lozano envisions a fleet of autonomous small satellites exploring near-Earth asteroids for scientific value. Mia Bruno aims to use improved propulsion to reach the moons of Jupiter and Saturn much faster than current missions allow. They also discuss performing complex orbital plane changes using chemical maneuvers. 4The Normalization of Crisis in Bolivia. Guest: Professor Evan Ellis. Professor Evan Ellis reports on the 49-day blockade in Bolivia that is strangling the economy under President Rodrigo Paz. Driven by Evo Morales and indigenous groups, the protests have caused significant GDP shrinkage and business closures. Despite being resource-rich, the country faces a fiscal crisis as natural gas reserves dwindle. 5Security Challenges in Colombia and Political Transitions in Peru. Guest: Professor Evan Ellis. Evan Ellis discusses the ELN's influence in Colombia, noting that armed group activity has doubled since the 2016 peace agreement. He suggests that restoring security and government presence is vital for the middle class. In Peru, Keiko Fujimori holds a thin lead in a contested election supported by the diaspora. 6The Criminal Landscape in Venezuela and Regional Politics. Guest: Professor Evan Ellis. Ellis details the rise and fall of the Tren de Aragua gang, which originated in Venezuelan prisons and spread across the Americas. A recent drone strike suggests potential cooperation between the U.S. and the Venezuelan regime to normalize the mining sector. Meanwhile, Brazil's Lula da Silva faces increasing regional isolation. 7Bukele's Security Transformation of El Salvador. Guest: Professor Evan Ellis. Professor Evan Ellis describes how President Nayib Bukele has dramatically improved security in El Salvador by imprisoning over 90,000 suspected gang members. This "Singapore-like" approach has revitalized commerce and public administration despite concerns over democratic erosion. The capital, San Salvador, now features new construction and increased safety. 8Ralph Waldo Emerson and the Roots of Transcendentalism. Guest: Bruce Nichols. Bruce Nichols discusses Ralph Waldo Emerson's return to Concord, Massachusetts, where he transitioned from a Unitarian minister to a public intellectual. Emerson became a "loadstone" for radicals like Henry David Thoreau, who initially improved his family's pencil business before focusing on nature and philosophy. Emerson's dissent sparked a broader intellectual movement. 9Amos Bronson Alcott and the Transcendentalist Identity. Guest: Bruce Nichols. Bruce Nichols introduces Amos Bronson Alcott, a self-educated thinker who revolutionized education through conversational, Socratic methods. Though his schools often failed financially, Alcott was supported by Emerson and became a key figure in the Transcendentalist movement. Transcendentalism emphasized finding higher spiritual truths or the "oversoul" within the universe. 10Nathaniel Hawthorne and the Literary Circle of Concord. Guest: Bruce Nichols. Bruce Nichols explores Nathaniel Hawthorne's move to Concord and his complex relationship with Transcendentalists like Emerson. Unlike the optimistic Emerson, Hawthorne's fiction focused on human tragedy and the presence of evil. He struggled financially, often competing with popular "scribbling women" for book sales while publishing short stories to make ends meet. 11The Extraordinary Life and Tragic Death of Margaret Fuller. Guest: Bruce Nichols. Bruce Nichols chronicles the life of Margaret Fuller, a pioneering feminist and journalist who served as the first female war correspondent. Fuller's intellectual prowess "wowed" Emerson, though her life ended tragically in a shipwreck off Fire Island. Some scholars believe Hawthorne modeled his character Hester Prynne after her. 12Japan's Energy Crisis and Economic Resilience. Guest: Lance Gatling. Lance Gatling discusses how the Strait of Hormuz crisis has driven Japanese crude oil import prices to record highs. To maintain stability, the government has tapped strategic reserves and subsidized fuel prices while increasing imports from the U.S. Despite the weak yen, Japanese exporters are booming, and the stock market has reached all-time highs. 13Japan's Future in Energy and Artificial Intelligence. Guest: Lance Gatling. Japan is working toward a goal of 40–50% renewable energy and 20% nuclear power by the mid-2030s. Lance Gatling notes that Japan remains a critical link in the semiconductor chain essential for the global AI boom. While circumspect about AI's authority, Japanese companies dominate the hardware manufacturing processes necessary for semiconductor production. 14The Moral Foundations of the American Revolution. Guest: David C. Rose. David C. Rose explains that the American Revolution was driven by men who considered themselves "independents" rather than rebels. Drawing on Adam Smith's Theory of Moral Sentiments, he argues that humans crave approval and follow cultural norms. Over time, these norms shifted toward "moral don'ts" or guardrails, fostering a freethinking mindset. 15Guardrails and the Psychology of Independence. Guest: David C. Rose. David Rose argues that the Revolution occurred because the British King violated the "guardrails" of his own power, losing the respect of his subjects. While tax issues were prominent in Boston, a more generalized feeling of disenfranchisement fueled the movement. The Founders ultimately chose independence when the reciprocity of decency and legitimacy failed. 16
EU leaders have cautiously welcomed Donald Trump's signing of an interim agreement with Iran, after nearly four months of war in the Middle East. But it is only a Memorandum of Understanding, and Europeans know the US president too well to celebrate prematurely. The conflict has led to the most severe disruption in energy supplies in decades, and the EU has scrambled to contain the costs.
Preview for Later Today: Lance Gatling explains how Japan avoided public panic during the Hormuz energy crisis despite threats to its oil supply. Through strategic petroleum reserves, energy diversification, and maintaining strong international relations — particularly with the United States — Japan successfully managed the potential shortage without gas lines or widespread anxiety among the general population.
In this episode of the HVAC Know It All Podcast, host Gary McCreadie talks with Keith Gipson, Founder and CEO of Facil.AI, about how artificial intelligence is changing building automation and HVAC energy management. Keith explains how his AI platform continuously analyzes building data and makes adjustments to improve efficiency in central plants and rooftop unit portfolios. The conversation explores why some traditional energy-saving strategies may not deliver the expected results and how AI can uncover better operating conditions by making thousands of optimization decisions every day. Gary and Keith also discuss autonomous control, human oversight, implementation in existing buildings, and the role AI can play in helping facility owners reduce energy consumption while maintaining comfort and system performance. Gary and Keith discuss how AI is being used to improve HVAC and building performance through continuous optimization and automated decision-making. Keith explains how Facility AI connects to existing building automation systems, analyzes operating data, and makes adjustments every five minutes to reduce energy use. The conversation covers central plant optimization, rooftop unit performance, and why some common energy-saving strategies may actually increase costs. They also talk about autonomous AI control, human oversight, and how the technology can help facility owners save energy while improving system efficiency and comfort across large building portfolios. Expect to Learn: How AI can continuously optimize central plants and building systems to reduce energy consumption. Why some traditional HVAC energy-saving strategies may not deliver the expected results. How autonomous AI systems make operating decisions while still allowing human intervention when needed. How Facility AI connects to existing building automation systems with minimal implementation effort. How building owners can improve efficiency and lower operating costs across large portfolios of facilities. Episode Highlights: [00:00] - Sponsor: Factory Direct Filters ad [00:42] - Intro to Keith Gipson in Part 02 [02:20] - AI agents cost 11 cents per hour, work alongside human controls [04:01] - Running HVAC at night saved 9% energy (drug store portfolio test) [05:47] - 30,000 daily optimizations; Cal State saved 47–48% on average [08:13] - Conventional wisdom (coldest condenser water) is wrong; total plant KW matters [12:34] - Software-only install, remote setup, works with 30+ control systems [13:57] - White-box AI logs decisions every 5 minutes, fully traceable [17:03] - Pricing: ~$1.50–$2/month per ton of chiller capacity [19:40] - Keith's non-salesy, deep technical approach This Episode is Kindly Sponsored by: Cintas: https://www.cintas.com/hvacknowitall Cool Air Products: https://www.coolairproducts.net/ Factory Direct Filters: https://www.factorydirectfilters.com/ SupplyHouse: https://www.supplyhouse.com/tm Use promo code HKIA5 to get 5% off your first order at Supplyhouse! Follow the Guest Keith Gipson on: LinkedIn Profile: https://www.linkedin.com/in/keith-gipson/ LinkedIn - Facil.AI: https://www.linkedin.com/company/facil-ai/ Follow the Host on: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ LinkedIn - HVAC Know It All Inc.: https://www.linkedin.com/company/hvac-know-it-all-inc Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Instagram: https://www.instagram.com/hvacknowitall1/ Follow the Podcast on: YouTube: https://www.youtube.com/@HVACKnowItAll Spotify: https://open.spotify.com/show/6LCBJGw0EHG03rdWHxUMce Apple Podcast: https://podcasts.apple.com/us/podcast/hvac-know-it-all-podcast/id1359253455
In this episode, host Alex Sachon is joined by Dr. Anthony James Hall, Professor Emeritus of Globalization Studies at the University of Lethbridge in Alberta, Canada. They discuss the new Trump-Iran Peace Agreement, with both agreeing that the prospects for peace in the Middle East remain grim so long as the Zionist faction remains in place. Visit Dr. Hall's Substack: https://anthonyjhall.substack.comTable of Contents:0:00 The Iran Peace Agreement1:23 Greater Israel or Bust1:51 Introducing Professor Anthony Hall7:11 The Peace Agreement — A Closer Look11:44 US-Israel Integration & Zionist Influence13:09 Inside Israel Today15:57 Energy Crisis & the Great Reset
Stay informed on current events, visit www.NaturalNews.com - Groundhog Day Analogy for Trump's Peace Deals (0:11) - Trump's Peace Deal Announcements and Reality (5:31) - Economic and Political Implications of Trump's Actions (16:15) - Glenn Greenwald's Analysis of Trump's Time Loop (16:34) - Impact of Trump's Actions on Gold and Silver Prices (19:17) - Decentralized Living and Energy Independence (27:42) - Interview with Dr. Chris Martinson on Energy Crisis (28:02) - Personal Preparedness and Resilience (31:01) - Off-Grid Energy Systems and Solar Panels (31:22) - Solar Power and Energy Independence (32:00) - Grid Reliability and Regional Differences (32:17) - Peak Prosperity and Community Resilience (32:38) - Off-Grid Systems and Energy Storage (2:07:15) - Education and Competence Building (2:09:16) - Decentralization and Self-Reliance (2:09:31) - Solar Energy and Local Production (2:09:49) - Water Scarcity and Agricultural Challenges (2:10:03) - Breaking the Chains 2026 and Personal Preparedness (2:17:29) - Financial Planning Activist AI Introduction (2:19:36) - Bonus Content and Consultation Offer (2:20:56) - Additional Bonus Items and Series Details (2:22:48) - Audience Engagement and Support (2:23:55) - Personal Anecdotes and Humor (2:25:19) - Future Plans and Guest Announcements (2:31:58) - Father's Day Sale Announcement (2:36:15) 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:
Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Akshat Rathi from Bloomberg, who discusses the energy crisis caused by the war in Iran, which is causing some governments to pursue structural shifts away from fossil fuels toward renewables.This week's “Cleantecher of the Week” is Varun Sivaram, Founder & CEO of Emerald AI. Emerald AI uses AI to let data centers flex power consumption on command without losing compute performance. Congratulations, Varun!This Week in Cleantech — June 12, 2026 LS Power Said to Near Deal for EDF's American Renewables Arm – BloombergBig US Solar and Battery Project Lines Up $3.5 Billion Financing –– BloombergG.M. Plans to Develop Energy Storage Batteries as E.V. Sales Flag — The New York TimesNew Qcells plant doubles current US capacity to make solar cells – Canary MediaIran Shock Jolts Asia and Europe to Speed Up Energy Transition – BloombergWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com
This was a fun discussion about the serious issue of gasoline, diesel, and fertilizer price increases for farmers, ranchers, and consumers in California. Make no mistake, the actions taken by the Newsom administration have driven consumer prices to some of the highest in the United States. Gavin has taken California from almost energy independent to total dependence on imports.We have Mike Ariza, a downstream expert, who has been on the podcast several times. A great resource for boots-on-the-ground information on the California downstream market. Connect with Mike on his X account. @MikeAriza4531Also, we had Joseph Huitt, who is with the Bordin-Huitt California Almond Ranch. Check out their family products for honey and specialty almonds at https://bhalmondranch.com/1. California's Energy Crisis & Fuel DependencyMike Ariza, an energy expert, explains that California has become dangerously dependent on fuel imports (40% dependent). Two major refineries were converted to renewable diesel in 2023, taking 350,000 barrels of crude oil processing offline. This resulted in no gasoline or jet fuel production from those facilities. The Iranian conflict further disrupted supply chains, cutting off jet fuel, diesel, and gasoline shipments from Asian refineries. President Trump's waiver of the Jones Act allowed fuel from Gulf Coast refineries to reach California, preventing potential $10+ gasoline prices and shortages.2. Agricultural Challenges & Rising CostsJoseph from Borden Hewitt Ranch discusses the severe economic pressures on family farms:Red Diesel prices skyrocketed from $3.17/gallon in February to $4.79-$6.60/gallon by MarchFertilizer costs doubled from $300-$500/acre to $400-$700/acre due to Strait of Hormones closureAlmond prices have remained below the $2/pound break-even point for five yearsPayment delays: Farmers receive paychecks every 3-4 months, not weekly, creating cash flow challenges3. Water Rights & Agricultural RestrictionsJoseph describes severe water restrictions in California's San Joaquin Valley, where farmers are prohibited from irrigating during peak heat seasons (June-July) despite canals being full. Banks only finance half the land value due to water limitations, effectively halving farm viability.4. Regulatory Overreach & Equipment RestrictionsEPA regulations prevent farmers from repairing their own equipment without manufacturer accessA diesel mechanic was jailed for helping farmers and truckers repair enginesSoftware restrictions: Farmers can't access tractor software updates, limiting their ability to fix equipment independentlyTuning restrictions: Rice farmers need extra horsepower to navigate clay fields but face penalties if caught modifying engines5. GMO Seeds & Agricultural ContractsDiscussion about restrictive seed contracts where farmers must purchase new seeds annually and cannot replant saved seeds from previous years, creating ongoing dependency on seed companies.6. State Taxes & Economic BurdenMultiple taxes burden California farmers:Cap and Invest (called "Theft and Invest")Road taxes37 cents for bullet train funding80 cents for other state initiatives These taxes are passed directly to consumers through higher food prices.7. Food Supply Chain VulnerabilityIf California loses refinery capacity, diesel shortages would collapse logistics, resulting in:Only 3-5 days of food supply in metropolitan areasPort of Los Angeles unable to operateFood distribution across the entire country disrupted (LA is the largest food importer during winter)8. Family Farm Viability & Future GenerationsJoseph, at 25 years old, represents the challenge facing young farmers. While passionate about farming, he's pursuing a master's degree in biological science (studying avian influenza) because farming alone cannot support a family. His mother advised all children to pursue other careers while farming as a side activity—a common reality for modern family farms.Overall Theme: The podcast highlights how interconnected energy, agriculture, and regulatory policy are in California, and how state policies are making it increasingly impossible for family farms to survive while threatening regional and national food security.Hat tip to the Great John Rich for being named the Special Envoy to Farmers for the USDA. We have reached out to him to see about getting him on the podcast.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
Rey Trevino, Pecos Operating Company, and Podcast host for the Crude Truth stopped by the Energy News Beat Podcast. We had a blast filming at the Petroleum Club in Downtown Fort Worth. Hat tip to all of the great people at the Petroleum Club, making it a great place to have business meetings. Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/Also, Pecos Operating Website: https://pecosoperating.com/1. Strait of Hormuz & Global Oil SupplyThe hosts extensively discuss the critical importance of the Strait of Hormuz, through which 20% of the world's oil passes. They explore the geopolitical tensions affecting oil shipments, insurance challenges, and the impact on global energy markets. The conversation touches on Iran's role, potential nuclear concerns, and how these factors are keeping the strait effectively closed despite not being physically blocked.2. Paper vs. Physical Oil PricesA significant focus is placed on the divergence between paper oil prices (set by Wall Street traders based on market sentiment) and physical oil prices (actual tanker sales to refineries). The hosts note a $25-50 per barrel gap, with physical prices significantly higher—indicating potential market instability and currency devaluation concerns.3. California's Energy Crisis & Net Zero PoliciesThe podcast criticizes California's aggressive net-zero policies, which are driving energy costs to unsustainable levels. They highlight how California has become an "energy island" with sky-high electricity and fuel prices, yet continues doubling down on restrictive policies. The hosts contrast this with Texas's regulatory environment and economic success.4. Texas vs. California: Regulatory & Economic ComparisonA key theme is the stark difference between the two states—Texas has a $24 billion surplus due to oil and gas production, while California faces a $24 billion deficit due to regulatory burdens. This $50 billion swing illustrates the economic impact of energy policy.5. U.S. Oil Production & Refining CapacityThe hosts discuss America's leading position as the world's largest oil producer (~14 million barrels/day), but highlight a critical gap: the U.S. lacks sufficient refining capacity. They mention a new refinery in Brownsville, Texas that will process 250,000 barrels/day—still less than 5% of total U.S. production.6. Maritime Industry & Icebreaker ShipsDiscussion of revitalizing the U.S. maritime industry through the Shipping Act, including a multi-billion dollar contract to build U.S. Coast Guard icebreakers in Galveston—important for Arctic oil exploration and national security.7. Dark Fleet & Sanctions EvasionThe hosts detail the "dark fleet" of ~1,583 tankers (750 Russian, 320 Iranian) used to circumvent sanctions, with ships turning off transponders to avoid detection. This represents a significant challenge to global energy security and sanctions enforcement.8. Insurance & Lloyd's of LondonQuestions are raised about Lloyd's of London's role in restricting tanker movement through the Strait of Hormuz, with speculation about potential coordination with Iran. The hosts contrast this with alternative insurance options like Chubb.9. Oil & Gas Investment & Tax IncentivesThe importance of active tax deductions for oil and gas exploration is emphasized, noting that 50% of U.S. oil production comes from privately held companies—a unique advantage that no other country offers.10. Future Oil Price PredictionsThe hosts predict oil prices will remain elevated (around $60-120/barrel) for at least 90 days, with potential short-term spikes if the Strait of Hormuz situation escalates, driven by ongoing geopolitical tensions and the need for capital investment in declining oil fields.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
A talk on a recent published article in Monthly Review titled "The Thermodynamics of Capital: Artificial Intelligence, Energy Crisis, and Ecological Crisis" by Professor Te Li. https://monthlyreview.org/articles/the-thermodynamics-of-capital/
(6) Michael Bernstam notes the OECD's warning of global recession if the Gulf energy crisis persists. While the US is depleting strategic reserves to maintain supply, it is also increasing domestic production. High prices are triggering "demand destruction," where consumers shift to public transport to mitigate energy costs.
with Brad Friedman & Desi Doyen
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityDoomberg is not optimistic on the prospect of peace in the Middle East and he believes that if the current tentative ceasefire breaks, a global energy crisis of catastrophic proportions could be on the horizon. Doomberg breaks down the potential effects on oil, natural gas, and the global economy, along with explaining why he believes the Russia-Ukraine war is about to go into overdrive, whether China will flex its military might up ahead, and much more.Doomberg on Substack: https://doomberg.comJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Stay informed on current events, visit www.NaturalNews.com - Data Centers and Their True Purpose (0:11) - The Ambition of Tech Elites (12:05) - The Extraterrestrial Question (18:13) - The Escalation Trap (37:48) - The Economic Impact of the Conflict (50:51) - The Long-Term Damage (55:04) - The Role of Drones and Decentralized Technology (1:11:45) - The Financial Implications (1:18:34) - The Political Assumptions (1:19:58) - The Future of the Conflict (1:20:15) - Iran's Military Strategy and Weapons Capabilities (1:20:33) - Iran's Strategic Position and U.S. Concessions (1:23:57) - Potential Escalation and Military Options (1:25:55) - President Trump's Challenges and Strategic Campaign (1:27:47) - Future of U.S. Security and Energy Infrastructure (1:30:19) - Conclusion and Call to Action (1:31:44) 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:
US inflation in April reached its highest level in three years, driven in part by the war in Iran. The volume of oil flows affected by the conflict is three times larger than the disruption caused by the Russian invasion of Ukraine, yet many firms – especially in the US – don't seem too concerned. According to our analysts, they should be. Join us for an enlightening, if not light-hearted, discussion about the impact of this crisis and how it affects the economic future for the US, Europe, and the global economy. Our guests: Jane Foley, Head of Foreign Exchange Strategy, RaboResearch Christian Lawrence, Head of Americas & Energy Market Strategy, RaboResearch Joe DeLaura, Senior Energy Strategist, RaboResearch Relevant time stamps: 2:11 – The US-Israel campaign against Iran and the immediate energy market shock. 6:52 – Why markets could be underestimating the length and impact of the crisis. 14:02 – The macroeconomic, inflationary, and consumer impacts of higher energy prices. 27:04 – Implications of the Iran war for Fed policy and interest rates. 31:21 – How the conflict is shifting our perspectives on globalization and geopolitics. 44:43 – Broader macroeconomic themes: taxes, tariffs, European growth, and the economic growth outlook for the rest of the year. Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are those of the individuals and not Rabobank or its affiliates, and should not be considered a solicitation or offer to sell or provide services. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Republican senators Ted Cruz, Lindsey Graham, and Roger Wicker initially called the deal a disaster and a surrender before reversing course. Former National Security Advisor John Bolton, Mike Pompeo, and analysts from The Atlantic and The Bulwark all weighed in on what amounts to the worst U.S. strategic defeat since the Iraq War. Robert Kagan's piece in The Atlantic argued that Trump's endgame was surrender, and that Iran is using the ceasefire to lock in Strait of Hormuz control by forcing nations including South Korea, Turkey, and India to normalize diplomatic and economic ties with Tehran. Russia and China benefit most. Iran emerges stronger militarily and economically. Hamas and Hezbollah get refunded. Israel is left isolated. And the United States loses 20% of the world's energy supply to Iranian control. SUPPORT & CONNECT WITH HAWK- Support on Patreon: https://www.patreon.com/mdg650hawk - Hawk's Merch Store: https://hawkmerchstore.com - Connect on TikTok: https://www.tiktok.com/@mdg650hawk7thacct - Connect on TikTok: https://www.tiktok.com/@hawkeyewhackamole - Connect on BlueSky: https://bsky.app/profile/mdg650hawk.bsky.social - Connect on Substack: https://mdg650hawk.substack.com - Connect on Facebook: https://www.facebook.com/hawkpodcasts - Connect on Instagram: https://www.instagram.com/mdg650hawk - Connect on Twitch: https://www.twitch.tv/mdg650hawk ALL HAWK PODCASTS INFO- Additional Content Available Here: https://www.hawkpodcasts.comhttps://www.youtube.com/@hawkpodcasts- Listen to Hawk Podcasts On Your Favorite Platform:Spotify: https://spoti.fi/3RWeJfyApple Podcasts: https://apple.co/422GDuLYouTube: https://youtube.com/@hawkpodcastsiHeartRadio: https://ihr.fm/47vVBdPPandora: https://bit.ly/48COaTB
Viewpoint This Sunday with Malcolm Out Loud – Justice Clarence Thomas swore in Kevin Warsh as the new Fed chair. With energy prices and higher inflation, how can Warsh navigate and reform the Fed? with Economic Strategist David Tice, Energy Expert Todd Royal, and author of the Affordability series, Daniel Baranowski. Evangelist Dr. Alveda King will join us and remind us that Freedom Carries the...
Viewpoint This Sunday with Malcolm Out Loud – Justice Clarence Thomas swore in Kevin Warsh as the new Fed chair. With energy prices and higher inflation, how can Warsh navigate and reform the Fed? with Economic Strategist David Tice, Energy Expert Todd Royal, and author of the Affordability series, Daniel Baranowski. Evangelist Dr. Alveda King will join us and remind us that Freedom Carries the...
We cover 9 huge stories today. We would like to take a moment to wish all of our great Veterans a Happy Memorial Day, who gave their all so we could be free. Getting to spend time with my 91-year-old Vietnam Vet Dad, who was the only one who came back from Vietnam from College his friends, is very much appreciated, and it helps me be more grateful for the currently deployed great members of our military.Make no mistake - if the deal is done without the Venezuelan-style controls in place, it just means that the IRGC will be back again like a bad dream or an ex-wife.1. Iran Nuclear Deal & Strait of HormuzThe podcast opens with discussion of potential negotiations between the US and Iran regarding the Strait of Hormuz. Key points include:President Trump's efforts to broker a deal that could reopen the strait for 30-60 daysConcerns about financial controls over Iranian oil to prevent funding of proxy fightersThe IRGC's establishment of the Persian Gulf Strait Authority and their territorial claimsLNG tankers turning off transponders and navigating around the strait2. US LNG Exports & Natural Gas DemandExtensive coverage of America's energy export capabilities:The US is now the world's top LNG exporter with 11.9-14.9 BCF per day in 2024-2025Projections show exports doubling to 30 BCF per day by 2050Major projects like Cheniere Energy's Corpus Christi expansionThe technology that shrinks natural gas molecules 600 times for transport3. AI in Oil & Gas IndustryDiscussion of AI's transformative potential:AI could unlock $500 billion for oil and gas producers by 2030Emphasis on the need for accountability, validation, and explainability in AI implementationReal-world example: ADNOC reported $500 million in AI-driven revenueThe importance of data orchestration and legacy system integration4. Germany's Energy Crisis & DeindustrializationCritical analysis of Germany's net-zero policies:Germany's decision to shut down nuclear and coal plants has backfiredReal GDP contracted 3% in 2023 and 2% in 2024Volkswagen considering closing three German plants with 30,000+ layoffsComparison to similar policies in California and New York5. Ukraine War & Russian Oil InfrastructureBrief coverage of ongoing conflict impacts:Russian Black Sea oil port attacked by dronesDiscussion of the need to end the Ukraine warCalls for Ukrainian leadership change6. Jamie Dimon's Economic WarningsDiscussion of JPMorgan CEO's concerns:$5-6 trillion in leveraged corporate debt facing refinancing challengesParallels drawn to 2005-2007 financial crisisConcerns about equity values and market stressCommentary on the Federal Reserve's role and structure7. Jones Act & US ShippingDiscussion of maritime policy:Jones Act waiver creating opportunities for foreign tankersNeed for US-built tankers and shipyardsCritique of relying on foreign solutions to domestic energy crises8. Permian Basin ActivityCoverage of oil and gas M&A activity:Deal-making surge in the Delaware BasinDevon Energy's major acquisition of undeveloped acresImportance of oil and gas royalties for local communities9. Stock Analysis & Market TrendsTechnical analysis of energy sector stocks including:Nano Nuclear Energy (NNE)Devon EnergyCheniere EnergyChevronLiberty EnergyExxon MobilThe podcast emphasizes energy independence, the importance of reliable energy sources, and skepticism toward certain net-zero policies while advocating for balanced energy solutions.1.Good News but not Final News on the Iran War and Re-opening of the Strait of Hormuz2.QatarEnergy's Third LNG Tanker Exits the Strait of Hormuz Amid Fragile Diplomacy and Iranian Oversight3.What Does the Demand for Natural Gas and LNG Look Like for the Next 20 Years?4.AI Could Unlock $500 Billion for Oil and Gas Producers by 2030 — But Only with Accountability5.WSJ Writes – If the Road to Economic Hell is paved with Good Intentions, don't expect to see German Cars driving on it6.Russia's Key Black Sea Oil Port on Fire After Drone Attack: Grushovaya Terminal Hit in Latest Ukrainian Strike7.Jamie Dimon Warns of Serious Risks: US Economic Vulnerabilities, Fed Rates, Debt Refinancing Crunch, and Real Estate Implications8.The Jones Act Waiver has Turned Into a Boon for California at Our Nation's Expense9.There's a Party Going on in the Permian Delaware – Reese Energy ConsultingCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
Tom interviews Bernie Lewin about his 2017 book Searching for the Catastrophe Signal and his path from local environmentalism to blogging and writing for the Global Warming Policy Foundation. Lewin argues postwar “big science,” shifting religion's role in policy, and media narratives helped drive recurring environmental scares: DDT, ozone depletion tied to supersonic transport and CFCs, then 1970s global cooling amid energy crises. He claims funding incentives encouraged extreme atmospheric claims, and that policy often diverged from scientific uncertainty. The discussion covers the 1988 Hansen hearing as orchestrated, Thatcher and Bush support for expanded climate science, and IPCC early processes, focusing on the 1995 Second Assessment controversy where summaries and underlying text were allegedly altered around detection and “fingerprint” evidence.00:00 Meet Bernie Lewin00:28 From Environmentalism to Skepticism02:25 Science Replaces Religion04:30 Big Science After WWII06:05 Silent Spring and DDT Panic08:46 Supersonic Jets and Ozone Fears12:29 CFCs and the Ozone Hole18:29 Feedbacks and Funding Incentives21:33 Global Cooling Takes Off22:40 Energy Crisis and Climate Instability28:36 Coal vs Nuclear and CO2 Program36:12 Cooling to Warming Flip39:53 Hansen 1988 Hearing Moment41:32 Thatcher Bush and PoliticsSearching for the Catastrophe Signal: The Origins of The Intergovernmental Panel on Climate Change: https://a.co/d/0bmYZdUXhttps://enthusiasmscepticismscience.wordpress.com/about/=========Slides, summaries, references, and transcripts of my podcasts: https://tomn.substack.com/p/podcast-summariesMy Linktree: https://linktr.ee/tomanelson1
Europe and Asia are facing fuel shortages. The U.S. is in a fuel deficit. Some experts say the Iran War has caused the largest energy security threat in history. And it's about to get worse. *** Thank you for listening. Help power On Point by making a donation here: wbur.org/giveonpoint
with Brad Friedman & Desi Doyen
Episode 88: Hormuz Oil Shock, Airfares and the Future of Flying - IATA's Chief Economist on the New Energy Crisis Oil shocks used to feel like something that happened in markets, headlines and awkward economist panels. Not anymore. In this episode of Trade Splaining, we look at how the latest energy shock is moving from oil markets into the parts of the economy people actually feel - airfares, airline schedules, fuel tanks, EV demand, government energy policy and, potentially, your next holiday. The Strait of Hormuz crisis is no longer just a geopolitics story. It is becoming a consumer story, a transport story and a very expensive reminder that energy security still runs through some very narrow places. This week, Marie Owens Thomsen, Chief Economist at the International Air Transport Association (IATA), joins the show to explain why aviation is facing what she calls a double energy crisis: an oil crisis and a refining crisis. Airlines do not fly on crude oil - they fly on jet fuel. And when jet fuel prices rise sharply, airlines face immediate pressure on costs, routes, pricing and survival. Marie breaks down why sustainable aviation fuel is not as simple as “just make greener jet fuel,” why refineries are far more interconnected than most people realise, and why the future of flying depends on much bigger questions around energy systems, investment, infrastructure and political timelines. In other words: aviation may be only a small slice of refined fuel output, but when the system starts creaking, everyone notices. Also in this episode: Trump and Xi apparently make trade nice again - details pending, napkins possibly missing - Europe's airlines brace for higher costs, EVs get a crisis-driven boost, Swatch and Audemars Piguet release expensive pendant-shaped plastic, Switzerland accidentally gets a king, and Italy battles the real menace of our time: marauding peacocks. In this episode: How the Hormuz crisis is feeding into fuel prices, airline costs and travel disruption Why jet fuel is not the same thing as crude oil - and why that matters How higher fuel prices could affect airfares, routes and airline profitability Why Europe may be especially exposed to aviation fuel shocks Marie Owens Thomsen on IATA, sustainability and the future of air transport Why sustainable aviation fuel requires a whole energy-system rethink How refinery economics shape the future of aviation Whether this crisis could accelerate renewable energy and alternative fuels The strange incentives now facing governments, airlines and consumers Switzerland's self-declared king and Italy's peacock problem Featured guest Marie Owens Thomsen is Chief Economist at the International Air Transport Association (IATA), where she is also responsible for environmental and sustainability activities and serves on IATA's Management Committee. She previously worked at Lombard Odier as Head of Global Trends and Sustainability and has held senior roles across investment banking, private banking and international economics. Keywords Trade Splaining, IATA, Marie Owens Thomsen, aviation, airfares, jet fuel, oil shock, Strait of Hormuz, energy crisis, sustainable aviation fuel, SAF, airline industry, global trade, energy security, transport, geopolitics, supply chains, renewable energy, refining crisis, airlines, EV demand, global economy.
Dave Spencer and co-hosts Kurt Bardella and Ashley Davis are joined by Democratic strategist Chuck Rocha to break down the latest redistricting battles, rising gas prices, shifting voter trends, and the growing frustration voters are feeling heading into the midterms. In this episode, the group debates whether Texas redistricting could backfire for Republicans, how Latino voters are responding to the economy and immigration politics, and why both parties are struggling to connect with working-class voters frustrated over rising costs. The conversation also looks at why voters continue looking for something different and whether Democrats are learning the wrong lessons from recent election wins. They also discuss Donald Trump's latest comments on the economy, the political risks surrounding rising gas prices, and whether Trump's trip to China accomplished anything meaningful for American voters. The episode includes a broader conversation about energy prices, foreign policy, Cuba's growing crisis, and speculation around Kash Patel's future at the FBI. Later in the episode, Chuck Rocha shares his perspective on California's governor race, the future of the Democratic Party, and why he believes Democrats need to reconnect with working-class voters before 2028. Topics Discussed: 0:00 Welcome to the Practically Political Podcast 0:37 Political Gaffes and Trump's Economic Comments 4:35 Trump's China Trip and Rising Gas Prices 8:37 Cuba's Energy Crisis and Marco Rubio 11:02 Kash Patel, SNL, and FBI Speculation 12:25 Prediction: Will Kash Patel Survive the Midterms? 14:30: Chuck Rocha on Redistricting, Texas Politics and Working-Class Voters 21:38: Who Wins the Texas Senate Primary? 27:08 Are Voters Looking for Something Different? 30:37 California's Governor Race and the Jungle Primary 34:52 Chuck Rocha on What Democrats Need to Change Practically Political releases new episodes weekly. Subscribe for more conversations on the biggest stories shaping politics.
Why should defence spending benefit from budget flexibility, but not energy crisis spending? That's the question Giorgia Meloni is asking the European Commission. The Italian Prime Minister wants authorization to increase Italy's public deficit in order to fund additional energy-related spending.What would that mean in practice? And is it a realistic option?Production: By Europod, in co-production with the Sphera network.Follow us on:LinkedIn• Instagram Hosted on Acast. See acast.com/privacy for more information.
with Brad Friedman & Desi Doyen
Stay informed on current events, visit www.NaturalNews.com - Fossil Water Depletion and Its Impact on Central Texas (0:11) - Ogallala Aquifer and Its Significance (2:41) - Water Usage Statistics and Depletion Rates (6:27) - Impact on Agriculture and Future Projections (9:13) - Data Centers and Increased Water Demand (13:04) - Challenges in Water Management and Future Scenarios (17:37) - Environmental and Economic Implications (47:58) - Alternative Energy and Water Solutions (48:17) - Data Centers and Advanced Technologies (48:38) - Conclusion and Future Outlook (1:17:26) - Anti-Human Agenda and Energy Crisis (1:17:41) - Social Engineering and AI Manipulation (1:29:06) - Data Centers and Environmental Impact (1:30:41) - Simulation Theory and AI Superintelligence (1:33:15) - Global Famine and Energy Crisis (1:37:32) - AI Control and Human Extermination (1:42:00) - Technological Weaponization and Surveillance (1:48:33) - Food Supply and Economic Impact (1:53:17) - AI Automation and Job Displacement (2:18:40) - Preparedness and Future Outlook (2:26:04) 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:
The news to know for Friday, May 15, 2026! We have the takeaways from President Trump's meeting with his Chinese counterpart. And Cuba is running out of fuel — what the U.S. is demanding before helping to solve the energy crisis. Also, who's in and who's out at America's top immigration agencies. Plus, where an unusual primary election is happening this weekend, what impact A.I. is having on the number of "A" grades at American colleges, and how girl dads are bonding over beers and bobby pins. Those stories and even more news to know in about 10 minutes! Join us every Mon-Fri for more daily news roundups! See sources: https://www.theNewsWorthy.com/shownotes Become an INSIDER to get AD-FREE episodes here: https://www.theNewsWorthy.com/insider Get The NewsWorthy MERCH here: https://thenewsworthy.dashery.com/ Sponsors: Enjoy a deep, restful night's sleep with a new mattress from Birch. Go to BirchLiving.com/newsworthy for 27% off sitewide! Listeners can get 20% off their Rosetta Stone Sapphire subscription when they sign up today at https://www.rosettastone.com/newsworthy To advertise on our podcast, please reach out to ad-sales@libsyn.com
European leaders monitor the Trump-Xi summit while seeking economic autonomy. Judy Dempsey notes that Europeremains strategically divided and lacks a unified response to the global energy crisis caused by Middle Eastern conflicts. (7/16)1920
with Brad Friedman & Desi Doyen
Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
May 14, 2026 - Zach and Chase discuss why markets may still be dramatically underestimating the scale of the global energy disruption despite worsening inventory draws, tightening supply conditions, and mounting inflationary pressures. They break down the disconnect between semiconductor euphoria and physical energy realities, why diesel prices may matter more than crude itself, China's strategic positioning, SPR depletion, freight inflation risks, and why policymakers continue stimulating demand into what they believe is an unfolding supply shock.
Stay informed on current events, visit www.NaturalNews.com - Hantavirus Outbreak and COVID-19 Pandemic Skepticism (0:10) - Critique of Climate Change Agenda and Energy Crisis (8:14) - Impact of Energy Crisis on Global Economy (17:17) - Alternative Energy Solutions and Off-Grid Living (19:42) - Interview with Mike Adams on Energy and Climate Change (27:31) - Historical Context and Modern Parallels in Banking and Data Control (37:17) - Predictions and Trigger Events for Economic Collapse (1:05:46) - Global Coordination and the Role of Governments (1:12:08) - The Red Pill Expo and Alternative Perspectives (1:14:45) - Medical System Critique and Speaker Invitations (1:17:12) - Crypto and Centralized Power (1:19:18) - Universal Income and Economic Realities (1:21:51) - Collectivism vs. Individualism (1:25:32) - Red Pill Expo and Mobilizing Activists (1:35:38) - Unincorporated Nonprofit Associations (UNAs) (1:42:52) - Brighteon AI and Book Engine (1:54:44) - Health and Nutrition Tips (2:08:40) - Audience Engagement and Community Support (2:24:46) 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:
he Strait of Hormuz has been closed for months. Yet oil is trading — at least as of late Tuesday — at under $110 a barrel. Why haven't the markets responded more to the biggest supply disruption of all time? Is it a credit to President Trump, and does it give us any clues to how future presidents should handle other energy crises?On the latest episode of Shift Key, Rob talks with Jason Bordoff, the founding director of the Center for Global Energy Policy at Columbia University's School of International and Public Affairs. He's also a co-founding dean of the Columbia Climate School. He was previously a special assistant to President Obama and the senior director for energy and climate change at the White House National Security Council. Rob and Jason discuss whether this crisis will permanently alter the global energy system, what a new climate and energy consensus might look like, and whether Democrats should talk about climate politics.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:The Iran Shock — And the Dangerous Allure of Energy Autarky, by Jason Bordoff and Meghan O'SullivanJason's initial response to the Iran War: How the Iran War Could Consolidate China's Energy DominanceFrom Heatmap: The Future of Climate Tech Can Be Found in China's Five-Year PlanJason's argument that energy independence may be making the U.S. more aggressiveMatthew Huber's New York Times op-ed: Democrats Don't Have to Campaign on Climate Change Anymore--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
with Brad Friedman & Desi Doyen
The Moneywise Radio Show and Podcast Monday, May 11th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Chad Hathaway, President/CEO of Hathaway LLC. website: https://www.hathawayllc.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Chad Hathway & Hathaway LLC are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
Asean bloc leaders meet in Cebu to discuss soaring energy prices, tariff threats and border clashes. Plus: can relations between Donald Trump and Brazil’s Lula find stable ground? And: what has the first year of Leo XIV’s papacy meant for the Catholic Church?See omnystudio.com/listener for privacy information.
with Brad Friedman & Desi Doyen
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Radar Brief episode of The Wright Report, Bryan delivers a major update on the war with Iran as Tehran breaks the ceasefire and launches fresh attacks on U.S. Navy destroyers, Arab allies, and commercial shipping in the Strait of Hormuz, forcing the White House to escalate its new "Project Freedom" operation. He explains how the USS Truxtun and USS Mason successfully pushed through sustained Iranian missile, drone, and speedboat attacks while protecting U.S.-flagged cargo ships, and why President Trump is now weighing whether to retaliate militarily or continue the dangerous balancing act of reopening global commerce while tightening Iran's economic chokehold. Bryan warns that this moment could define the next phase of the war and the global economy. He also breaks down the rapidly rising cost of oil, gasoline, and diesel as California receives its last Middle Eastern crude shipment before supply shortages hit harder across the West Coast, Europe, and Asia. With Goldman Sachs warning of shrinking global reserves and possible $150-per-barrel oil by June, Bryan explains why the Pentagon is racing to keep the Strait open before Iran can trigger a wider economic crisis. Plus, Bryan highlights a major Medicaid fraud investigation tied to Somali-run "home health" schemes in Ohio that could become a major Republican midterm issue, and new reporting tying the deadly Palisades fire arsonist in California to radical anti-capitalist ideology and admiration for the UnitedHealthcare CEO killer, raising deeper questions about political rhetoric and domestic extremism. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Iran breaks ceasefire Strait of Hormuz attacks 2026, Project Freedom USS Truxtun USS Mason Iran Navy battle, Trump Iran retaliation options Project Freedom analysis, gas prices rising California last oil tanker Long Beach, global oil shortage $150 barrel Goldman Sachs warning, West Coast fuel crisis diesel prices Iran war impact, Ohio Medicaid fraud Somali home health investigation JD Vance, Palisades fire arson suspect Luigi Mangione radical left ideology, Bryan Dean Wright podcast, The Wright Report
In moments of geopolitical crisis, energy is never just a backdrop. It's often at the center of the story. Today, as conflict involving Iran sends shockwaves through global oil markets and raises fears of supply disruptions, the stakes for policymakers in Washington couldn't be higher. Prices are rising, risks are multiplying. And as we've seen in recent weeks, there are no easy solutions when energy and national security collide. So what does effective decision-making look like inside the White House at times like these? Today on the show, to help answer that question, Bill Loveless speaks with Bob McNally and Jason Bordoff. Both of them served as energy advisors during past US administrations. They joined Bill to reflect on what they learned about navigating energy crises from inside the White House. Bob McNally is the founder and president of Rapidan Energy Group, an independent energy consulting and market advisory firm. From 2001 to 2003 he served on the White House National Economic Council as special assistant to President George W. Bush. And in 2003, he was the senior director for international energy on the National Security Council. His 2017 book, Crude Volatility: The History and the Future of Boom Bust Oil Prices, examines the history of oil price swings. Jason Bordoff is Columbia Energy Exchange co-host and the founding director of the Center on Global Energy Policy at Columbia University School of International and Public Affairs, where he is a professor of professional practice. He is also on the faculty of the Columbia Climate School where he is co-founding dean emeritus. He previously served as special assistant to President Barack Obama and senior director for energy and climate change on the staff of the National Security Council. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.
with Brad Friedman & Desi Doyen
Welcome to a special live episode of the Everything Electric podcast, recorded right in the heart of Oxford Street thanks to @renaultgroup . This is a rare, unfiltered conversation with three of the most influential voices in clean energy and human behaviour: Greg Jackson (CEO, Octopus Energy) Rory Sutherland (Behavioural Science, Ogilvy) Robert Llewellyn (Fully Charged) We're living through a strange moment. Clean energy is advancing faster than ever… yet the global system still clings to fossil fuels, geopolitical instability, and outdated market rules. So what's really going on? In this episode, we explore: Why fossil fuels are fundamentally inefficient (and losing ground) The surprising psychology behind EV adoption (spoiler: it's not about saving the planet) How the UK's electricity pricing system is distorting costs The idea of an "energy pension" and how solar could deliver ~11% returns Why countries like China are racing ahead while others hesitate Standout moments: "Oil and gas are like an abusive partner… it's never going to be different." The "Château Pétrus" analogy that perfectly explains energy pricing Why petrol stations might soon look… completely outdated "You just plug it in like a phone. Shut up." This conversation is about technology, economics, human behaviour, and what the future will actually feel like. Enjoy! 00:00:00:00 Welcome and a little caveat! 00:01:10 Ad Break 00:01:32 Set the scene 00:05:20 Greg Jackson, Rory Sutherland & Robert Llewellyn 00:07:00 Why? 00:09:41 Robert Llewellyn on Efficiency and Internal Combustion Engines 00:11:18 Rory Sutherland on EV Hostility 00:16:14 The Energy Crisis and Fossil Fuel Industry "Audacity" - Greg Jackson 00:20:53 Oil and Gas - an "Abusive Partner"?! 00:22:56 Market Reform and the Future of BP and Shell 00:28:10 Harm Reduction vs Perfectionism 00:30:45 The Norwegian Paradox and Imported Emissions 00:33:11 Marginal Pricing: The "Pint of Beer" Analogy 00:34:31 Overcoming the Standard of Perfection in New Tech 00:37:46 Greg Jackson's Three Magic Wishes for Energy Reform 00:40:14 AI Data Centres and Localised Pricing 00:43:46 The Perception and Politics of Electric Vehicles 00:45:52 Behavioural Science: Social Copying and the Sigmoid Curve 00:48:21 The IKEA Effect: Loyalty through Sunk Effort 00:50:11 Induction Hobs and the Benefits of Electrification 00:51:03 Reframing Clean Tech as an "Energy Pension" 00:53:08 Preppers and "Freedom Cars" in Texas 00:54:39 The Success of Global EV Test Drives 00:56:53 Micro-Mobility and the Quiet Streets of China 01:00:08 Displacing Global Fossil Fuel Consumption 01:03:03 Symbolic Action vs. Meaningful Energy Change 01:04:45 Closing Remarks and Audience Farewell Why not come and join us at our next Everything Electric expo: www.everythingelectric.show Check out our sister channel: https://www.youtube.com/c/EverythingElectricShow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electricvehiclesuk #CleanEnergy #EnergyTransition #RenewableEnergy #FutureOfEnergy #ElectricVehicles #EVs #HeatPumps #SolarEnergy #ElectricityPrices #EnergyCrisis #UKEnergy #EnergyMarket #OctopusEnergy #GregJackson #RorySutherland #RobertLlewellyn #EverythingElectric #FullyCharged #ClimateTech #NetZero #Decarbonisation #Sustainability #GreenEnergy
Author Jared Yates Sexton joins Anthony Davis to discuss the worldwide energy crisis caused by Trump's war on Iran and how he is hemorrhaging support whilst unwittingly encouraging a green energy revolution in the face of rising oil and gas prices – only on The Weekend Show. Check out Jared's Substack at https://substack.com/@jaredyatessexton Shopify: Sign up for a one-dollar per month trial at https://shopify.com/weekend Leesa Mattress: Go to https://Leesa.com for 20% OFF PLUS get extra $50 OFF with promo code: WEEKEND Independent media has never been more important. Please support this channel by subscribing here: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g?sub_confirmation=1 Join this channel with a membership for exclusive early access and bonus content: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g/join Five Minute News is an Evergreen Podcast, covering politics, inequality, health and climate - delivering independent, unbiased and essential news for the US and across the world. Visit us online at http://www.fiveminute.news Follow us on Bluesky https://bsky.app/profile/fiveminutenews.bsky.social Follow us on Instagram http://instagram.com/fiveminnews Support us on Patreon http://www.patreon.com/fiveminutenews You can subscribe to Five Minute News with your preferred podcast app, ask your smart speaker, or enable Five Minute News as your Amazon Alexa Flash Briefing skill. CONTENT DISCLAIMER The views and opinions expressed on this channel are those of the guests and authors and do not necessarily reflect the official policy or position of Anthony Davis or Five Minute News LLC. Any content provided by our hosts, guests or authors are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything, in line with the First Amendment right to free and protected speech. Learn more about your ad choices. Visit megaphone.fm/adchoices
Scott Galloway weighs in on China's rise as a global superpower, identifies the companies best positioned to win as oil prices drive an EV boom, and explains why cities — for all their opportunity — are the loneliest places on earth. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Krystal and Saagar discuss US seizing another Iranian ship, energy crisis spirals, Trump says no ceasefire extension. Jeremy Scahill: https://x.com/jeremyscahill?s=20 To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.com Merch Store: https://shop.breakingpoints.com/ See omnystudio.com/listener for privacy information.
Oil and gas prices have jumped again as shipping through the strait of Hormuz came to a virtual standstill after Iran closed the waterway over the US blockade and Donald Trump announced an Iranian cargo ship had been seized trying to get past. Tehran has accused Washington of violating the fragile ceasefire agreement. With uncertainty over a second round of peace talks, fears continue to grow about the scale of the energy shock caused by the war. Lucy Hough speaks to the Guardian's energy correspondent Jillian Ambrose. Help support our independent journalism at theguardian.com/infocus
3. EUROPE'S ENERGY CRISIS AND THE TRANSATLANTIC RIFT. JUDY DEMPSEY. Judy Dempsey reports on soaring German and French energy costs necessitating diesel subsidies. She highlights European distrust of the American administration and the fraying of traditional multilateral institutions. (3)1603 OTTOMANS
1. Michigan Hezbollah‑Inspired Terror Attack An attack on a synagogue and school in West Bloomfield, Michigan, was an act of Hezbollah‑inspired terrorism. The attacker is: A naturalized U.S. citizen with ties to Hezbollah Motivated by Iranian and Hezbollah propaganda Intending mass casualty violence against Jewish children The discussion emphasizes: Failures in immigration vetting Government databases allegedly flagged the individual Criticism of federal agencies for allowing entry and naturalization Media is downplaying or sanitizing extremist motives by using neutral labels like “Michigan Man.” 2. Democratic Party Accused of “Coddling” Radical Islamism Democrats enable or sympathize with radical Islamist movements Anti‑terror enforcement has been weakened through policy choices and funding decisions Department of Homeland Security funding and confirmation votes are cited as proof of institutional neglect. Terrorism is the result of Biden era policy consequences. 3. New York Politics & Mamdani Criticism A New York political figure (Mamdani) is: Opposing U.S. military action against Iran Framing the Iran conflict as morally unjustified and financially wasteful Defending or excusing the Iranian regime Ignoring Iran’s role in killing Americans and sponsoring terrorism This is symptomatic of the radical ideological shift within Democratic politics. 4. Michigan Democratic Senate Candidate & Dearborn Comments A Michigan Senate candidate is criticized for: Avoiding condemnation of Iran or the Ayatollah Citing that people in Dearborn are “sad” about the Ayatollah’s death Leaked or recorded strategy discussions are used to argue the candidate: Prioritizes electoral politics over national security Is willing to deflect using domestic political attacks rather than address terrorism The commentary suggests this reflects electoral influence from Islamist‑sympathetic constituencies. 5. Energy Policy & California “Self‑Inflicted Energy Crisis” The final section shifts to energy security, citing a Washington Post editorial. Green energy policies in Germany, Taiwan, and California weakened energy resilience The Iran conflict exposed dependence on unstable global energy supply chains California is highlighted for: Unique fuel regulations Closure of refineries Dependence on overseas imports Renewable energy is insufficient for baseload reliability. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.