Podcasts about energy markets

Michael Tanguma is the Co-Founder and CEO of Onramp, a pioneering bitcoin asset management platform that offers innovative multi-institution custody solutions. With a robust background in financial services and technology, Michael is dedicated to bridging the gap between traditional finance and the evolving Bitcoin landscape.› https://x.com/mtanguma› https://onrampbitcoin.com/bramPARTNERS

Ben Emons breaks down the moves in energy markets as Iran retaliates against Israel's strikes on its nuclear abilities. With a Fed rate announcement coming Wednesday, Ben talks about what Powell will be paying attention to on the global stage, and thinks the Fed will continue not to hold its pause.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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’s ahead for the Perth property market?… Will the market crash, and what challenges does housing and the construction industry face? Today, Tim Reardon, HIA Chief Economist, explains how global economic shifts, energy prices, and population growth are shaping Perth’s property market. He also discusses how government policies and foreign investment are impacting housing, with Perth set for a new growth phase. We explore how events like the war in Ukraine and energy market changes are influencing Australia's economy. Tim highlights Perth’s stability and predicts growth in house prices driven by rising demand from migration and job creation. Tim also addresses challenges in the construction industry and strategies to meet housing demand. Ready to dive deeper? Let’s go inside! Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Get email updates about suburb intelligence reports and exclusive invites to our webinars, events, and workshops. Join (investorsedge.com.au/join) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Australian Economy and Geopolitical Dynamics [00:19] Perth Housing Market Insights [00:27] China's Economic Growth and Manufacturing Dynamics [04:57] Impact of Geopolitical Dynamics on Energy Markets [06:02] Western Australia's Economic and Housing Market Outlook [08:04] Population Growth and Migration Trends [11:18] Impact of State and Federal Government Policies [14:57] Foreign Investment and Institutional Lending [20:27] Interest Rates and Property Market Dynamics [32:00] Labor Shortages and Building Costs [45:00] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. About the Guest: The Chief Economist at the Housing Industry Association (HIA), Australia's peak national industry body representing the construction and development sector. He joined HIA in 2004 initially as Executive Director of Government Relations and later served as Executive Director of Tasmania before returning as Chief Economist in 2017. With a Bachelor's degree in Economics and a Master's in Public Policy from The Australian National University, Reardon brings extensive experience in economic analysis and industry policy. His role involves providing up-to-date national and state-level insights on the Australian building and construction sectors, particularly new builds and renovations, making his economic data highly valuable for business planning within the industry Connect with Tim: LinkedIn: https://www.linkedin.com/in/tim-reardon-0492841a6/ X: https://x.com/TimReardon2 Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

In this episode of 'This Week in Futures Options,' Mark Longo and Russell Rhoads (Indiana University - Kelley School of Business) dive deep into the world of futures and options trading, specifically focusing on the metal markets like silver, gold, and platinum. The discussion highlights the recent significant moves in the precious metals sector, with silver showing a substantial uptrend. The conversation shifts to copper and natural gas, with attention paid to their volatile trading volumes and market trends. Notably, the episode touches on the energy sector, particularly WTI crude oil, discussing its price movements and market factors. The episode also features a brief dive into the equity index space, analyzing the latest volatility trends and what to expect leading up to key economic announcements. Listeners are also updated on different trading strategies and the importance of skew in understanding market biases. 01:03 Welcome to This Week in Futures Options 03:46 Guest Introduction: Russell Rhodes 05:00 Movers and Shakers Report 11:50 Deep Dive into Silver and Gold 28:07 Exploring Platinum Trends 30:08 Analyzing Open Interest and Volume 30:36 Diving into Platinum and Copper Markets 31:16 Copper's Economic Indicators and Market Trends 32:10 Copper Options and Market Sentiment 35:46 Palladium and Transition to Energy Markets 36:44 Exploring Natural Gas Market Dynamics 43:36 Crude Oil Market Analysis 49:03 Equity Markets and Volatility Insights 54:22 Concluding Remarks and Upcoming Content  

In this episode of 'This Week in Futures Options,' Mark Longo and Russell Rhoads (Indiana University - Kelley School of Business) dive deep into the world of futures and options trading, specifically focusing on the metal markets like silver, gold, and platinum. The discussion highlights the recent significant moves in the precious metals sector, with silver showing a substantial uptrend. The conversation shifts to copper and natural gas, with attention paid to their volatile trading volumes and market trends. Notably, the episode touches on the energy sector, particularly WTI crude oil, discussing its price movements and market factors. The episode also features a brief dive into the equity index space, analyzing the latest volatility trends and what to expect leading up to key economic announcements. Listeners are also updated on different trading strategies and the importance of skew in understanding market biases. 01:03 Welcome to This Week in Futures Options 03:46 Guest Introduction: Russell Rhodes 05:00 Movers and Shakers Report 11:50 Deep Dive into Silver and Gold 28:07 Exploring Platinum Trends 30:08 Analyzing Open Interest and Volume 30:36 Diving into Platinum and Copper Markets 31:16 Copper's Economic Indicators and Market Trends 32:10 Copper Options and Market Sentiment 35:46 Palladium and Transition to Energy Markets 36:44 Exploring Natural Gas Market Dynamics 43:36 Crude Oil Market Analysis 49:03 Equity Markets and Volatility Insights 54:22 Concluding Remarks and Upcoming Content  

In this episode, the team breaks down a turbulent few weeks for clean energy development. From Orsted pulling the plug on supply chain contracts for Hornsea 4, to Statkraft's suspension of new green hydrogen developments. Yet Spain bucks the trend, doubling down with ambitious targets. We assess whether that ambition can turn into delivery.We also take a deep dive into the UK's energy market reform. Zonal pricing remains one of REMA's most contentious proposals. We explore lessons from Sweden and Norway, the industrial stakes, and what the transition could mean for the grid, consumers, and developers alike.Also in the episode, updates on the Clean Industry Bonus and offshore wind support, a £1.35bn grid investment from Scottish Power, and a look at the UK's steel crisis and the path to green steel.Hosted by:Oliver Carr - Head of Data AnalysisAishwarya Harsure - Analyst Mathilde Dorbessan - Junior ReporterSend us a textReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

Host: Tracy Shuchart for MicDropMarketsThis spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.GuestsEric NuttallPartner and Senor portfolio manager at Ninepoint Capital. The Ninepoint Energy Fund seeks to achieve long-term capital growth. The Fund invests primarily in equity and equity-related securities of companies that are involved directly or indirectly in the exploration, development, production and distribution of oil, gas, coal, or uranium and other related activities in the energy and resource sector. His main fund is the 3rd largest energy fund in the world. Was #1 in the world in 2019 and 2021 according to Morningstar.Anas AlhajjiDr. Anas is a key note speaker, author and energy market expert. He offers a “Big Picture” approach to energy issues that help investors and decision makers articulate the issues and avoid decision biases. His company Energy Outlook Advisors is an independent research and advisory firm that focuses on the outlook for energy markets and disruptive technologies as well as energy-related geopolitics, policies, and security guidelines. He also has a substack: Energy Outlook Advisors' Newsletter, covering Energy Markets, including oil, gas, renewable energy, Hydrogen, & technologyDisclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Operating a battery in Australia's National Electricity Market (NEM) is no simple task. With a five-minute dispatch interval, nodal pricing, and an energy-only market structure, success hinges on the ability to process and respond to massive amounts of data in real time. These unique market dynamics demand sophisticated strategies for battery optimization, underpinned by algorithmic bidding and advanced forecasting.As renewable penetration grows and the grid becomes more volatile, batteries are playing a pivotal role in providing fast, flexible support. But unlocking their full value requires a deep understanding of the NEM's fast-paced, data-driven environment—where every five minutes counts.In this episode, Matt Grover, Director of Sales Engineering and Energy Markets for Fluence in APAC - joins Wendel Hortop to discuss what optimization looks like in the NEM.Over the course of the conversation, you'll hear about:How algorithmic bidding continues to evolve in the NEM, demanding adaptability to successfully optimize batteries.Challenges faced by asset owners in managing state of charge in real time.Local dispatch prices vs. regional settlement prices in Australia.The emergence of virtual toll agreements in the NEM.The growth of battery portfolios and the challenge of co-optimization.About our guestFluence is on a mission to create a more sustainable future by transforming the way we power our world. Fluence brings proven energy storage products and services, and digital applications for renewables and storage to support the modernization of our energy networks. For more information on the services Fluence provides, check out their website.Matt leads the Energy Markets team and the Sales Engineering function within Fluence's Digital division in APAC, looking after Fluence's Mosaic software product offering and helping dozens of renewable generators and BESS assets trade in Australia's National Electricity Market.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Operating a battery in Australia's National Electricity Market (NEM) is no simple task. With a five-minute dispatch interval, nodal pricing, and an energy-only market structure, success hinges on the ability to process and respond to massive amounts of data in real time. These unique market dynamics demand sophisticated strategies for battery optimization, underpinned by algorithmic bidding and advanced forecasting.As renewable penetration grows and the grid becomes more volatile, batteries are playing a pivotal role in providing fast, flexible support. But unlocking their full value requires a deep understanding of the NEM's fast-paced, data-driven environment—where every five minutes counts.In this episode, Matt Grover, Director of Sales Engineering and Energy Markets for Fluence in APAC - joins Wendel Hortop to discuss what optimization looks like in the NEM.Over the course of the conversation, you'll hear about:How algorithmic bidding continues to evolve in the NEM, demanding adaptability to successfully optimize batteries.Challenges faced by asset owners in managing state of charge in real time.Local dispatch prices vs. regional settlement prices in Australia.The emergence of virtual toll agreements in the NEM.The growth of battery portfolios and the challenge of co-optimization.About our guestFluence is on a mission to create a more sustainable future by transforming the way we power our world. Fluence brings proven energy storage products and services, and digital applications for renewables and storage to support the modernization of our energy networks. For more information on the services Fluence provides, check out their website.Matt leads the Energy Markets team and the Sales Engineering function within Fluence's Digital division in APAC, looking after Fluence's Mosaic software product offering and helping dozens of renewable generators and BESS assets trade in Australia's National Electricity Market.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

In this episode, we stress test and challenge some of the key recent narratives in the energy world. Will we still see peak oil demand by 2030? Is there under investment in oil production that could lead to energy shocks in our near future? And is the energy transition dead, alive or somewhere in between? Our guest is Jarand Rystad, CEO and founder of Rystad Energy, the independent research and energy intelligence company, providing clients with data, insights, and education that better empowers decision making. 

Guest: David Yager, energy policy analyst, author of From Miracle to Menace – Alberta, A Carbon Story.

US President Trump has threatened to impose “secondary tariffs” at a rate of 25% on countries that purchase crude oil from Venezuela, aiming to stymie its oil trade with other nations. The move is seen as a novel dimension in the new US administrations policy toolkit to use as leverage in achieving its foreign and domestic policy goals. Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), discusses the reverberations of these “secondary tariffs” and offers reasons to believe why the gravitational tilt for oil prices remains to the downside despite the risks of a removal of crude barrels from global oil markets.

Today we're talking about data centers and the global arms race to develop them. What is driving that demand? What are the demands of the AI sector and how is technology changing to meet it? And what does that mean for the twin imperatives of both providing the energy to run the data centers as well as to cool them? How is the energy sector going to meet those demands and what opportunities does it generate? Our guest is Adam Mirick. Adam is head of strategy for Prometheus Hyperscale, who are developing the next generation of data centers here in the US, as well as globally. Adam has had a stellar career in the energy markets and  latterly head of U .S. power trading at BP. 

Greetings & welcome back to the podcast. This episode we are joined by Mr. Tom MacInnis – CEO of Spark Capital Corp. & Southern Pacific Resources.Mr. MacInnis is also Board Chair of PointBreak Resources, board member of Rok Resources, and sits on the advisory committees for the private equity funds managed by Lex Energy Partners in Regina.Previously, Mr.MacInnis was a Founder & Managing Director of Investment Banking at Tristone Capital, Head of Energy Financial Markets and Energy Investment Banking for National Bank of Canada - working on over 1200 M&A & capital raising transactions representing over $125 Billion in transaction value. Among other things we discussed the Private Energy Markets, the Tristone Capital Days & Canadian M&A in 2025.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United 360 Engineering & Environmental ConsultingEVA SoftwareBroadbill EnergySupport the show

The demand for power driven by datacenter expansion is a global challenge and European markets are responding with some interesting aspects. With there has been a strong renewable component to energy supply, the complexity of the energy grid has meant that unified approaches were elusive. At the same time energy markets have faced three crises – demand reduction from the COVID pandemic, strong renewable investment and market disruption from the Russian-Ukraine war. Into this congested environment, Power Purchase Agreements (PPA) offer a way to channel investment in new generation capacity. The EU has just announced guarantees for non-investment grade PPA's, creating the possibility for expanded markets and extending the ability to treat them as an addition to commodity markets for energy.  Energy generation projects have become increasingly hybrid, bringing together multiple renewable sources with energy storage. Smoothing out renewable peaks can help it better address base load demand. Nuclear remains an expensive option, with approaches like Small Modular Reactors (SMR) still being a long ways off. There is the potential to have AI improve grid efficiency, by balancing demand and generation, an almost circular relationship, given that it is driving so much of demand. That will require more decentralization of the grid to increase flexibility and the acceptance of cryptographic protections for data sovereignty could allow workload placement near sources of power generation. There is a lot of potential for what has become an urgent issue. More S&P Global Content: What is an 'AI datacenter'? Platts London Energy Forum 2025 AI, datacenters and power: The European landscape heading into 2025 The role of nuclear in AI's future Datacenters and energy 101 — Powering through renewable intermittency 2025 US datacenters and nuclear energy report Credits: Host/Author: Eric Hanselman Guests: Ayça Taşlı, Pedro Schweizer Producer/Editor: Amaan Zafar, Donovan Menard and Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Financing large-scale renewable energy projects is no small feat. Developers face complex challenges, from securing capital and managing market risk in volatile electricity markets and navigating shifting regulations. Corporate power buyers play a huge role in shaping the market, and with the surge in large load users and developments in colocation, the industry is facing a huge change. In this episode of Transmission, Quentin sits down with John Larkey, Senior Vice President of Power Marketing at National Grid Renewables. They explore how large-scale renewable energy projects secure financing, navigate power markets, and manage risk. Over the conversation, you'll hear about:The evolution from physical to financial trading in power marketsImpact of corporate buyers on the power purchase market.Virtual Power Purchase Agreements and their role in the market.Co-location of generation with large loads and the challenges and opportunities in the US power grid.Current state and future potential of flexibility in power marketsAbout our guestNational Grid Renewables, develop, construct, own, and operate competitive, high-performance renewable energy projects nationwide to maximize value for our customers, partners and community members. for more informayion on what they do - head to their website. John Larkey is the Senior Vice President of Power Marketing at National Grid Renewables, where he leads the company's commercial strategy for large-scale renewable energy projects. With over 15 years of experience in the energy sector, he specializes in structuring power purchase agreements (PPAs), managing market risk, and securing financing for renewable projects, helping to drive the transition to a low-carbon energy future.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Financing large-scale renewable energy projects is no small feat. Developers face complex challenges, from securing capital and managing market risk in volatile electricity markets and navigating shifting regulations. Corporate power buyers play a huge role in shaping the market, and with the surge in large load users and developments in colocation, the industry is facing a huge change. In this episode of Transmission, Quentin sits down with John Larkey, Senior Vice President of Power Marketing at National Grid Renewables. They explore how large-scale renewable energy projects secure financing, navigate power markets, and manage risk. Over the conversation, you'll hear about:The evolution from physical to financial trading in power marketsImpact of corporate buyers on the power purchase market.Virtual Power Purchase Agreements and their role in the market.Co-location of generation with large loads and the challenges and opportunities in the US power grid.Current state and future potential of flexibility in power marketsAbout our guestNational Grid Renewables, develop, construct, own, and operate competitive, high-performance renewable energy projects nationwide to maximize value for our customers, partners and community members. for more informayion on what they do - head to their website. John Larkey is the Senior Vice President of Power Marketing at National Grid Renewables, where he leads the company's commercial strategy for large-scale renewable energy projects. With over 15 years of experience in the energy sector, he specializes in structuring power purchase agreements (PPAs), managing market risk, and securing financing for renewable projects, helping to drive the transition to a low-carbon energy future.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

It's been a tumultuous time in energy markets and Callum Macpherson, Head of Commodities at Investec UK takes a look at some key events from last week and how the market reacted. Investec

In Energy News Beat – Conversation in Energy, Stuart Turley welcomes Wasif Latif, Co-Founder & CIO of Sarmaya Partners, for their third discussion on energy and finance. They explore the growing demand for natural gas driven by AI, the undervaluation of traditional energy sectors, and the role of commodities in investment portfolios. Wasif shares insights on Sarmaya's thematic ETF (LENS), which focuses on energy, gold, uranium, and industrials. They also discuss geopolitical energy shifts, rising energy consumption, and the financial market's delayed recognition of these trends. The conversation highlights how undervalued assets present long-term investment opportunities.Thank you, Wasif, for stopping by the podcast! Please connect with Wasif on his LinkedIn HERE:https://www.linkedin.com/in/wasiflatif/Also, check out https://sarmayapartners.com/Highlights of the Podcast00:00 - Intro01:20 - The Trump Effect & Energy Investment Landscape02:43 - AI's Growing Demand for Natural Gas03:42 - What Makes Sarmaya Partners Different?07:35 - The Case for Commodities & Energy Investing08:49 - Global Energy Consumption is Still Rising10:43 - Bill Gates & BlackRock's Shift on Natural Gas13:10 - LNG's Potential for Global Energy Security14:50 - The Future of Energy Markets & Infrastructure17:24 - Turley's Law: More Renewables = More Fossil Fuels20:07 - Sarmaya's Thematic ETF (LENS)22:26 - Key Investments: Uranium, Copper & Industrial Growth23:36 - The Energy-Driven Commodity Supercycle25:32 - The Market's Mispricing of Energy Assets27:44 - Closing Thoughts & How to ConnectFor the full transcript, check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/

Send me a messageIn this episode of Climate Confident, I sit down with Dr. Jemma Green, Co-Founder and Chairman of PowerLedger, to explore how blockchain technology is reshaping the energy sector. We discuss the shift towards peer-to-peer energy trading, how utilities can adapt to a decentralised grid, and what role blockchain-backed renewable energy certificates can play in ensuring transparency and accountability.Dr. Green explains why traditional feed-in tariff models are becoming unsustainable, how local energy autonomy can reduce grid congestion, and why distributed energy solutions are key to managing growing electricity demand. We also dive into the economics of vehicle-to-grid (V2G) technology and the impact of Europe's Clean Energy Package on decentralised energy markets.Takeaways from this episode:Why utilities need to move beyond traditional energy supply modelsHow blockchain ensures trust and efficiency in energy tradingThe economic incentives driving distributed renewables adoptionWhat energy prosumers (like EV owners) can do to optimise costsWe also touch on India's approach to energy decentralisation, regulatory hurdles slowing adoption in Europe, and how businesses can benefit from corporate renewable energy trading.Tune in to understand how technology is driving the future of sustainable energy.

Josef Schachter, Founder and Editor of the Schachter Energy Report, joins us to discuss the current state of the energy sector, focusing on oil and natural gas markets.    Josef provides an in-depth analysis of oil prices, explaining their recent downtrend from a peak of $130 per barrel in 2022 to under $70 presently, and discusses factors such as U.S. rig counts, sanctions, and infrastructure bottlenecks affecting these prices. He anticipates a further dip in oil prices before a potential recovery later in the year.    Additionally, we explore the natural gas market, considering the impact of LNG exports, seasonal demand variations, and storage levels.    Josef also provides insights into investment opportunities in both oil and natural gas sectors, highlighting specific companies trading near 52-week lows and offering significant upside potential. Joseph also covers the prospects of M&A in the energy sector, influenced by current commodity prices and strategic corporate moves.   As Josef mentioned he has extended the special World Outlook Financial Conference offer to all our listeners until the end of this week. New subscribers can get $100 off the first year ($899) with coupon code WOFCA25 or $50 off the first quarter ($249) with coupon code WOFCQ25. Get it before the deal is gone at the end of day on Friday. Click here to visit the The Schachter Energy Report website to take advantage of the promotion!  

On this episode of the Energy Security Cubed Podcast, Joe Calnan and Kelly Ogle interview Ben Cahill about the disruptive force of Trump on energy in Europe, Asia, the Middle East, and North America. // For the intro, Kelly and Joe look into the ability of U.S. refineries to shift away from Canadian oil and the Trump deal on Ukrainian minerals. // Guest Bio: - Ben Cahill is the director for Energy Markets and Policy at the Center for Energy and Environmental Systems Analysis at the University of Texas Austin // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - The works of Jane Austen: https://www.janeausten.org/jane-austen-books.php // Interview recording Date: February 25, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

In this segment, Mark is joined by Abby Foster, the Vice President of Policy and Advocacy for the Retail Energy Advancement League, a national advocacy organization dedicated to the expansion and modernization of American retail energy markets. Will Missouri's energy market expand?

Phil Streible discusses the potential commodity market impact of reciprocal tariffs, in addition to what to watch in energy markets. He looks at levels in crude oil and commodity market catalysts to monitor. He also talks about how Bitcoin futures are trading below the $100K level.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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

Europe's energy sector is caught in the crossfire of rising populism. With elections approaching in Norway and Germany, governments are under pressure to prioritize short-term price stability over long-term market efficiency. Norway's decision to impose fixed electricity prices has sparked concerns about weakened price signals and energy market fragmentation. Meanwhile, in Germany, the far-right AfD is gaining ground, threatening the country's renewable energy expansion and interconnectivity with neighbours.This week, Plugged In comes to you from Essen at the E-World Energy & Water trade fair, where the future of Europe's energy markets hangs in the balance. Montel's Siobhan Hall sets the scene before we hear from Hanns Koenig, Managing Director for Central Europe at Aurora Energy Research, and Amund Vik, former Norwegian deputy minister for petroleum and energy.We discuss Norway's shift toward energy protectionism, the growing backlash against renewables, the risks of fixed electricity pricing, and whether Europe's integrated energy market is at risk of political unravelling.Host: Richard Sverrisson - Editor-in-Chief, Montel.Guests: Hanns Koenig, Managing Director for Central Europe at Aurora Energy Research; Amund Vik, Senior Advisor, Eurasia Group; Stephen Woodhouse, Director, Afry; Siobhan Hall, Brussels Correspondent, Montel NewsPodcast editor: Bled Maliqi, Montel. 

In this latest OIES podcast James Henderson talks to Bill Farren-Price about some of the key themes that will influence energy markets in 2025. They start by discussing the potential impact of the arrival of President Donald Trump in the White House for a second term, focussing on likely geopolitical and economic outcomes and how […] The post OIES Podcast – Key Themes for Energy Markets in 2025 appeared first on Oxford Institute for Energy Studies.

Collaboration between the industry and government will be paramount to maintain robust wholesale markets and ensure grid reliability as the state continues to promote rapid development of renewable resources in the coming year.That was the message from NYISO President and CEO Rich Dewey on the latest Power Trends podcast. In episode 38, Dewey reflected on his annual “State of the Grid” message to market participants and policymakers at the company's Management Committee, highlighting several areas of focus that he says will drive the work of the NYISO in 2025.Dewey outlined pillars necessary for a reliable clean energy transition and related ISO initiatives now underway. These include a major effort to examine options to modernize the capacity market and more accurately assess resources' unique contributions to resource adequacy. Through NYISO planning studies, the organization also continues to examine declining reliability margins, additional transmission needs and extreme weather risks.  “We've seen some dramatic changes, but one of the things that has not changed in this time period has been our steadfast commitment to the reliability of the power system and everything that we need to do to ensure that we can keep power flowing for New Yorkers,” Dewey said. “It's just so essential to the health, safety and economy of New York.”In this latest episode of the Power Trends podcast, Dewey also reflected on 2024 and ongoing energy sector trends, including the retirement of legacy power plants, the electrification of housing and transportation, and the influx of large loads like data centers, chip fabrication and traditional manufacturing plants.   “There is a fantastic news story of economic development across New York state with the addition of factories and data centers,” Dewey said. “Planning for that load growth — which translates into job growth and expansion of the economy — is exciting, but it's also challenging from the standpoint of making sure we have a reliable electric system that can meet that demand.Dewey highlighted NYISO innovations and successes over the past year including changes to the process of studying the reliability impacts of new generation and large loads that seek to connect to the grid. Hundreds of wind, solar and battery storage projects are currently being evaluated through the NYISO's new streamlined process. Looking at the federal landscape, the NYISO is developing a compliance plan for FERC Order 1920, to strengthen the long-term regional transmission planning process, Dewey said.Dewey also discussed the company's emphasis on creating a “learning culture,” which he says is necessary for innovation in the modern-day energy sector. The NYISO has been able to recruit and develop a talented and diverse workforce prepared to meet the challenges ahead. As the NYISO works to build out a clean and reliable electric grid, the organization also continues to invest in its collaborative relationships with neighboring ISOs, RTOs, state and federal agencies and stakeholders, according to Dewey. “The electric system in the U.S. is one of the largest machines ever built. We're continuously dependent on our neighbors and the power systems that are adjacent to us,” Dewey said. “The ability to work collaboratively across the industry is going to continue to be crucial to our success.”Learn More Follow us on Twitter @NewYorkISO and LinkedIn @NYISO Read our blogs and watch our videos Check out our 2040 grid page

In this episode, adapted from the Gulf Energy Information webcast, the editors of World Oil, Petroleum Economist, Pipeline & Gas Journal, Hydrogen Economist and Hydrocarbon Processing discuss how Trump's incoming administration will shape global energy markets and the effects of future policy and regulations. Key topics include regulatory changes, adjustments in subsidies and taxes, and potential impacts on the oil, gas, and renewable energy sectors worldwide.

In this episode, adapted from the Gulf Energy Information webcast, the editors of World Oil, Petroleum Economist, Pipeline & Gas Journal, Hydrogen Economist and Hydrocarbon Processing discuss how Trump's incoming administration will shape global energy markets and the effects of future policy and regulations. Key topics include regulatory changes, adjustments in subsidies and taxes, and potential impacts on the oil, gas, and renewable energy sectors worldwide.

In this episode, adapted from the Gulf Energy Information webcast, the editors of World Oil, Petroleum Economist, Pipeline & Gas Journal, Hydrogen Economist and Hydrocarbon Processing discuss how Trump's incoming administration will shape global energy markets and the effects of future policy and regulations. Key topics include regulatory changes, adjustments in subsidies and taxes, and potential impacts on the oil, gas, and renewable energy sectors worldwide.

Listen now on Apple, Spotify, and YouTube.***Eric Gossart, a partner at Racine2, an 85 million euro impact fund focused on climate, health, and education, joins the podcast to discuss the differences between traditional venture capital and impact investing.⁠​⁠​In our conversation, we dive into:* The reasons behind his transition from traditional VC to impact investing* His approach to assessing and supporting impact-driven companies* The strategies he used and concerned he had when raising an impact fund⁠​***TIMESTAMPS 00:00 Introduction07:48 Defining “Impact” in Venture Capital10:42 Challenges and Strategies in Impact Investing15:07 The Role of VCs in Shaping the Future21:25 Aligning Business Models with Impact26:54 Measuring and Reporting Impact33:59 Understanding Technology Readiness Levels (TRL)37:49 Equity Stories and Fundraising Challenges43:39 Raising an Impact Fund56:54 Fire Questions***REFERENCED• Jean Moreau • Cap Horn• Serena and Racine2• Technology Readiness Level• Planet A• France 2030 • Antidote au culte de la performance***GUEST▶️ Eric Gossart - https://www.linkedin.com/in/eric-gossart***If you're new here, I'm Hugo Rauch, the founder of VCo2 media and an aspiring climate tech VC who shares insights, interviews, and research about venture capital and climate tech. I aim to help you become a better climate-tech entrepreneur and smarter impact investor. ***CONNECT WITH ME ▶️ Newsletter - https://climateventuresvco2.substack.com

As temperatures drop, New Yorkers turn up their thermostats and demand for electricity rises.In anticipation of the cold season, the NYISO Operations team develops a winter preparedness report that evaluates the ability of the grid to meet demand on the coldest days of the year. The NYISO's 2024-25 Winter Assessment considers load forecast, the capacity of generators, the transmission system, and the availability of fuels that power fossil-fuel generators across the state.This year's Winter Assessment finds sufficient reliability margins under forecasted conditions, but in extreme cold weather, fuel shortages could affect those margins.  In our latest Power Trends podcast, NYISO Vice President of Operations Aaron Markham discusses how his team works closely with generators, neighboring grid operators, and government agencies to prepare for the winter season and respond to challenges as they arise.Listen to the podcast to learn more.Read more:New York's Electric Grid Prepared to Meet Winter Demand Press Release New York's Winter Grid Reliability Challenges Fact SheetLearn More Follow us on Twitter @NewYorkISO and LinkedIn @NYISO Read our blogs and watch our videos Check out our 2040 grid page

Oystein Kalleklev is the CEO of Flex LNG and Avance Gas, and comes back for a Christmas Special to cover shipping, investing and other interesting stories. Let us know what you think of the episode and share it with friends and network! 00:00 - Avance Gas12:10 - Flex LNG And LNG Markets Ahead24:10 - How To Finance Shipping, and Debt Structures 32:20 - The Dark Fleet In Shipping37:00 - Qatar Energy and EU regulations39:15 - Shipping Investing In 202531:10 - How to Make Shipping More Green?45:30 - How To Get Things Done and Houston!48:08 - Impressive Shipping Companies In 2024 (Belships, 2020 Bulkers, DHT)49:10 - Merch and Books RecommendationsChristopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Hosted on Acast. See acast.com/privacy for more information.

In the Energy News Beat – Conversation in Energy with Stuart Turley, Matt Willer, Managing Director, Capital Markets, Partner Phoenix Capital Group Holdings, LLC discuss the financial markets' role in energy, particularly the future demand for energy driven by AI and technology. Willer emphasizes the long-term need for hydrocarbons, despite political trends towards net-zero goals. They also touch on the increased discipline in the oil industry, the volatility of energy investments, and how private equity is playing a significant role in the sector. Willer highlights that, despite the political environment, U.S. energy independence remains crucial.Matt thank you for stopping by the podcast, I had a blast - StuHighlights of the Podcast00:00 - Intro01:21 - Energy Markets and Financial Instability01:47 - Election Impact on Energy02:48 - AI, Technology, and Energy Demand03:40 - AI's Power Demand and Technology Acceleration05:50 - Oil and Gas Investments06:22 - Oil as a Stable Investment07:33 - ESG and Oil Investment Discipline09:29 - Stealth Money in Oil and Gas10:45 - U.S. Energy Independence12:35 - Trump vs. Biden Administration on Energy14:10 - How to Find Matt Willer15:09 - Closing RemarksPlease follow Matt on his LinkedIn HERE: https://www.linkedin.com/in/matt-willer-30b61720a/Check out Phoenix Capital HERE: https://phxcapitalgroup.com/for the full transcript: https://theenergynewsbeat.substack.com/p/from-energy-uncertainty-to-oil-profits

In the latest episode of Public Power Now, Austin Energy's Chief Operating Officer Lisa Martin and Mike Enger, Austin Energy's Vice President for Energy Markets and Resource Planning, discuss the Texas public power utility's resource planning efforts and recent news involving Austin Energy and geothermal energy.We want to make sure that we're providing you with information that helps you do your job and allows your utility to thrive – please take a few minutes to complete our reader survey. It lets us know what type of industry news and information is most meaningful to you, what topics you're interested in and how you prefer to access this information

December 2, 2024Season 6 | Episode 42Explore the strategies that could make 2025 your best financial year yet. How do you prepare your portfolio for a new year following a phenomenal performance by U.S. equity markets in 2024? We promise you'll walk away with a solid understanding of how to navigate these dynamic times, featuring insights into portfolio rebalancing and the lesser-known tax implications that can make or break your year-end financial planning. We'll guide you through the latest twists and turns of the global market. Discover how geopolitical tensions, such as President-elect Trump's tariff threats and French political instability, are influencing U.S. stock futures and international markets. Get the lowdown on major corporate shake-ups and successes, from Intel's executive changes to Disney's cinematic triumphs, and the intriguing political landscape stirred by President Biden's controversial decisions. Plus, don't miss our preview of key economic reports that could impact your investment decisions.As we look toward 2025, we'll unravel the complexities of the bond and fixed income markets. Learn why the $6.74 trillion Treasury issuance could reshape fiscal policies and interest rates, and uncover the opportunities hiding in Treasury yields and corporate debt. Emphasizing the importance of understanding your investment goals and risk tolerance, we offer practical resources for informed decision-making. Whether you're a seasoned investor or just getting started, this episode equips you with the knowledge to navigate the ever-evolving financial landscape.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Weather is a key driver in energy markets – from trading in the day ahead markets to weather events that can disrupt operations for months on end. Accurate forecasting has always been an edge. New technologies are making some aspects of forecasting ever more accurate. At the same time, climate change is making extreme events more frequent and significant. What keeps a meteorologist up at night? Why do energy traders employ meteorologists? How is technology changing the profession? Our guest is Matt Lanza, who has over 20 year's experience working on trading floors as a meteorologist . 

How will the demand for electricity, a changing generation mix, and the transmission system evolve over the next 10 years? This is the question that our Reliability Needs Assessment (RNA) examines in order to assess and identify impacts to reliability.In the latest Power Trends podcast, Senior VP of System & Resource Planning Zach Smith dives deep into the 2024 RNA to explain how the NYISO analyzes demand forecasts, seasonal variations, and the impact of electrification on heating and transportation to ensure the grid can meet future needs.Smith covers report findings that include the identification a Reliability Need in New York City in the summer of 2033, as well as changing scenarios that could solve for the need. Additional topics covered in the conversation include the NYISO's Interconnection Queue, large energy-intensive projects, and important grid investments such as the Champlain Hudson Power Express.This episode is a must-listen for anyone interested in the future of New York's power grid and the many scenarios that must be examined to ensure its reliability.Listen now to learn more.Additional Resources2024 RNA Fact Sheet2024 Reliability Needs Assessment Learn More Follow us on Twitter @NewYorkISO and LinkedIn @NYISO Read our blogs and watch our videos Check out our 2040 grid page

In the wake of the energy crisis and the demands of the energy transition, the EU has enacted a series of regulations, and considering more, in the European energy markets. These will bring changes to how power, carbon and gas markets operate and some proposals under consideration could have profound effects. What are these changes? What is the impact on how markets operate and the opportunity for participants?  And are we entering a period of re-regulation and intervention after the steady march of liberalization over the past 25 years? To discuss this and more is our guest Bart Verest, the Lead Partner at E&C Consultants, an international consultancy focused on energy procurement and markets with their headquarters in Belgium. Bart is an expert in energy markets and energy contracts. 

Topic: Powerful Partnerships: Community Engagement for Renewable Energy ProjectsModerator: Glenna Wiseman, Head of Marketing and Communications for Origis Energy Guest: Joe Rand, Energy Policy Researcher in the Energy Markets and Policy Department at Lawrence Berkeley National LaboratoryIn Episode 23 of Power Players by Origis®, host Glenna Wiseman, Head of Marketing and Communications for Origis Energy, and Joe Rand, Energy Policy Researcher in the Energy Markets and Policy Department at Lawrence Berkeley National Laboratory, discuss engaging communities when developing renewable energy projects.Three key takeaways: 1. Community opposition is not a fringe or minor concern and must be addressed by developers.2. Developers who see the bigger picture and engage with local communities improve the landscape for themselves for later projects and others in additional communities to help the U.S. meet renewable energy goals. 3. Robust engagement strategies can help improve the bottom line for developers.

What challenges and opportunities lie ahead for oil markets amid looming oversupply and fluctuating demand? In this episode of All the Credit®, we delve into the outlook of crude oil, exploring supply-demand dynamics, geopolitical risks, and potential impacts from the 2024 U.S. election. We examine various energy subsectors and the financial health of U.S. energy companies. PGIM Fixed Income's Tom Porcelli, Chief U.S. Economist, hosts Dave Winans, U.S. Investment Grade Credit Research Analyst.

Preview: Markets: Colleague Liz Peek outlines what appears to be a Trump trade emerging in the energy markets and other parts of the economy -- for those looking to predict an outcome before the vote. More tonight. 1885 NYSE

As the diversity and scale of energy resources have evolved in recent years, NYISO's market design team has been working hard to create and implement market innovations to support those technologies.The most recent example of NYISO's commitment to innovation is the launch of a first-in-the nation program to integrate aggregations of distributed energy resources (DER) into the wholesale electric markets. This ground-breaking program allows small-scale resources including solar, wind, battery storage, and fuel cells to be aggregated as a single, dispatchable resource.In episode 35 of the Power Trends podcast, NYISO's Executive Vice President and Chief Operating Officer Emilie Nelson discusses the potential impacts of the DER program on New York's ambitious climate goals as well as NYISO's real-time management of the bulk power system."When we look at the clean energy policies of New York State, we really need to create a framework that allows investment in all technology options," said Nelson. While the cumulative benefits of the DER program will take time to be fully realized, the new market design was lauded by Willie Phillips, Chairman of the Federal Energy Regulatory Commission (FERC) and former FERC Commissioner Allison Clement. In the order that approved NYISO's DER market rules, they stated, "We are only now leaving the starting gates in unlocking the potential of DERs to provide reliability value to our grid, but that value will be essential to ensuring we meet new and emerging reliability challenges in the future in an efficient manner that protects customers. To date, NYISO has been at the forefront of developing a participation model for DERs and seeking to implement that model expeditiously." NYISO forecasts distributed generation in the state to roughly double over the next three decades as the state strives to have 70% of its electricity generated by renewable resources by 2030 and achieve a zero-emission power grid by 2040.Listen now to learn more about NYISO's DER program.Additional Resources:DER Fact SheetDER Press ReleaseLearn More Follow us on Twitter @NewYorkISO and LinkedIn @NYISO Read our blogs and watch our videos Check out our 2040 grid page

Our US Public Policy and Global Commodities strategists discuss how the outcome of the election could affect energy markets in the US and around the world.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's US public policy strategist.Martijn Rats: And I'm Martijn Rats, Global Commodity Strategist.Ariana Salvatore: Today we'll be talking about a topic that's coming into sharper focus this fall. How will the US presidential election shape energy policy and global energy markets?It's Thursday, September 5th at 10am in New York.Martijn Rats: And 3pm in London.Ariana Salvatore: As we enter the final leg of the US presidential campaign, Harris and Trump are getting ready to go head-to-head on a number of key topics. Healthcare, housing, the state of the economy, foreign policy; and also high on the agenda -- energy policy.So, Martijn, let's set the stage here. Prices at the gas pump in the US have been falling over recent weeks, which is atypical in the summer. What's happening in energy markets right now? And what's your expectation for the rest of the year?Martijn Rats: Yeah, it's a relevant question. Oil prices have been quite volatile recently. I would say that objectively, if you look at the market for crude oil, the crude oil market is tight right now. We can see that in inventories, for example, they are buying large drawing, which tell[s] you, the demand is outstripping supply.But there are two things to say about the tightness in the crude oil market. First of all, we're not quite seeing that tightness merit in the markets for refined products. So, get the market for gasoline, the market for diesel, et cetera. At the moment, the global refining system is running quite hard.But they're also producing a lot of refined product. A lot of gasoline, a lot of diesel. They're pushing that to their customers. Demand is absorbing that, but not quite in a convincing manner. And you can see that in refining margins. They have been steadily trending down all summer.The second thing to say about the tightness and crude is that it's largely driven by a set of factors that will likely to be somewhat temporary. Seasonally demand is at its strongest -- that helps. The OPEC deal is still in place. And as far as we can see in high frequency data, OPEC is still constraining production.And then thirdly, production has been growing in a number of non-OPEC countries. But that absent flows and the last couple of months have seen somewhat of a flat spot in non-OPEC supply growth.Now, those factors have created the tightness that we're seeing currently in the third quarter. But if you start to think about the oil market rolling into the fourth quarter and eventually 2025, a lot of these things going to reverse. The seasonal demand tailwinds that we are currently enjoying; they turn into seasonal demand headwinds in four q[uarter]and one q[uarter] -- seasonally weaker quarters of the year. Non-OPEC production will likely resume its upward trajectory based on the modeling of projects that we've done. That seems likely. And then OPEC has also said that they will start growing production again with the start of the fourth quarter.Now, when you put that all together, the market is in deficit now. It will return to a broadly balanced state in the fourth quarter, but then into a surplus in 2025. Prices look a little into the future. They discount the future a little bitNow, as the US election approaches, investors are increasingly concerned how a Trump versus Harris win would affect energy policy and markets going forward. Ariana, how much and what kind of authority does the US president actually have in terms of energy policy? Can you run us through that?Ariana Salvatore: Presidential authorities with respect to energy policy are actually relatively limited. But they can be impactful at the margin over time. What we tend to see actually is that production and investment levels are reasonably insulated from federal politics.Only about 25 per cent of oil and 10 per cent of natural gas is produced on federal land and waters in the US. You also have this timing factor. So, a lot of these changes are really only incremental; and while they can affect levels at the margin, there's a lag between when that policy is announced and when it could actually flow through in terms of actual changes to supply levels. For example, when we think of things like permitting reform, deregulation and environmental review periods and leasing of federal lands, these are all policy options that do not have immediate impacts; and many times will span across different presidential administrations.So, you might expect that if a new president comes into office, he or she could reverse many of the executive actions taken by his or her predecessor with respect to this policy area.Martijn Rats: And what have Trump and Harris each said so far about energy policy?Ariana Salvatore: So, I would say this topic has been less prevalent in Harris's campaign, unless we're talking about it in the context of the energy transition overall. She hasn't laid out yet specific policy plans when it comes to energy; but we think it's safe to assume that you could see her maintain a lot of the Biden administration's clean energy goals and the continued rollout of bills like the Inflation Reduction Act, which contained a whole host of energy tax credits toward those ends.Now, conversely, Trump has focused on this a lot because he's been tying energy supply to inflation, making the case that we can lower inflation and everyday costs by drilling more. His policy platform, and that of the GOP has been to increase energy production across the board. Mainly done by streamlining, permitting and loosening restrictions on oil, natural gas, and coal.Now, to what I said before, some of that can be accomplished unilaterally through the executive branch. But other times it might require the consent of Congress, and consent from states -- because sometimes these permitting lines cross state borders.So, Martijn, from your side, how quickly can US policy, whether it's driven by Trump or Harris, affect energy markets and change production levels and therefore supply?Martijn Rats: Yeah, like you just outlined, the answer to that question is only gradually. Regulation is important, but economics are more important. If you roll the clock back to, say, early 2021, when President Biden has just took office; on day one, he famously canceled the permit for the Keystone XL pipeline.But if you now look back, at the last four years, start to finish; American oil production, grew more under Biden, than any other president in the history of the United States. With the exception of Obama, who, of course, enjoyed the start of the shale revolution.Production is close, to record levels, which were set just before COVID, of course. So, in the end, the measures that President Biden put in place, have had only a very limited impact on oil production. The impact that the American president can have is only -- it's only gradual.Ariana Salvatore: So, as we've mentioned, expanding energy development has been a massive plank of Trump's campaign platform. And listeners will also remember that during his term in office, he supported energy development on federal land. If Trump wins in November, what would it mean for oil supply and demand both in the US and globally?Martijn Rats: Admittedly, it's somewhat of a confusing picture. So, if you look at oil supply, you have to split it in perhaps a domestic impact and an international impact. Domestically, Donald Trump has famously said recently that he would return the oil industry to “Drill baby drill,” which is this, this shorthand metaphor for, abundant drilling in an effort to significantly accelerate oil production.But as just mentioned, there is little to be unleashed because during President Biden, the American oil industry hasn't really been constrained in the first place.A lot of American EMP companies are focused on capital discipline. They're focused on returns on free cashflow on shareholder distributions. With that come constraints to capital expenditure budgets that probably were not in place several years ago with those CapEx constraints, production can only grow so fast.That is a matter of shareholder preference. That is a matter of returns. And regulation can change that a little bit, but not so much.If you look at the perspective outside the United States, it is also worth mentioning that in the first Trump presidency, President Trump famously put secondary sanctions on the export of crude oil from Iran. At the time that significantly constrained crude oil supply from Iran, which in 2018 played a key role in driving oil prices higher.Now, it's an open question, whether that policy can be repeated. The flow of oil around the world has changed since then. Iranian oil isn't quite going to the same customers as it did back then. So, whether that policy can be replicated, remains to be seen. But whilst the domestic perspective -- i.e. an attempt to grow production -- could be interpreted as a potential bearish factor for the price of oil, the risk of sanctions outside the United States could be interpreted as a potential bullish risk for oil.And this is, I think, also why the oil market struggles to incorporate the risks around the presidential election so much. At the moment, we're simply confronted with a set of factors. Some of them bearish, some of them bullish, but it remains hard to see exactly which one of them played out. And, at the moment they don't have a particular skew in one direction.So, we're just confronted with options, but little direction.Ariana Salvatore: Makes sense. So, I think that makes this definitely a policy area that we'll be paying very close attention to this fall. I suppose we'll also both be tuning into the upcoming debate, where we might get a better sense of both sides policy plans. If we do learn anything that changes our views, we'll be sure to let you know.Martijn, thanks for taking the time to talkMartijn Rats: Great speaking with you, Ariana.Ariana Salvatore: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

As global oil consumption reaches new record highs, Double Take welcomes Arjun Murti, an expert on energy markets, to barrel into the paradoxical state of the oil industry amid global energy transitions.

  Welcome to The KE Report Weekend Show! Another good week for markets and metals (especially god and silver) as both moved higher and ended...

Jeffrey Lacker is a senior affiliated scholar at the Mercatus Center, but has also previously worked at the Federal Reserve Bank of Richmond from 1989 to 2017, serving as its president from 2004 to 2017. Jeff is also a returning guest to podcast, and he rejoins Macro Musings to talk about Fed governance issues and the lessons learned from the recent inflation surge. Specifically, David and Jeffrey also discuss the issue of maximum employment, how the Fed could reform its governance structure, what the central bank should address during the next framework review, and more.   Transcript for this week's episode.   Jeffrey's Mercatus profile Jeffrey's website Jeffrey's Richmond Fed archive   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   *Governance and Diversity at the Federal Reserve* by Jeffrey Lacker   *What Lessons Should the Federal Reserve Learn from the Recent Inflation Surge?* Presentation by Jeffrey Lacker at the 2024 UC San Diego Economics Roundtable Lecture Series   *Central Bank Undersight: Assessing the Fed's Accountability to Congress* by Andrew Levin and Christina Parajon Skinner   *Reform the Federal Reserve's Governance to Deliver Better Monetary Outcomes* by Dan Katz and Stephen Miran   *Don't Audit the Fed, Restructure It* by Michael Belongia and Peter Ireland   *Restoring the Promise of Federal Reserve Governance* by Peter Conti-Brown   *Jim Hamilton on Econometrics, Energy Markets, and Low Interest Rates* by Macro Musings   Timestamps:   (00:00:00) – Intro   (00:04:35) – Jeffrey's View on “Monetary Federalism”   (00:10:01) – Reducing the Number of Regional Fed Banks   (00:13:11) – Addressing Peter Conti-Brown's Proposals for Fed Governance Reform   (00:18:23) – Addressing Andy Levin and Christina Skinner's Proposals for Fed Governance Reform   (00:23:07) – Altering the Fed's Responsibilities as a Bank Regulator   (00:29:21) – What Lessons Should the Federal Reserve Learn from the Recent Inflation Surge?   (00:36:14) – The Issue of Maximum Employment   (00:46:38) – Evaluating the Fed's Response to the Recent Inflation Episode   (00:50:45) – What Should the Fed Be Addressing During the Next Framework Review?   (00:55:01) – Outro

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They'll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP   ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: honteinv.com