Podcasts about Energy security

Comments/ideas: ACFpod@outlook.comSummer Bae from Cleantech Group joins us to reveal how the Asia Pacific cleantech market is finally moving from hype to solid business proof. We dive into the "two valleys of death" for hardware startups and the urgent need for catalytic capital to bridge the regional funding gap. We explore how AI accelerates hardware breakthroughs and why the global focus has shifted from net-zero targets to energy security and resilience. Professionals in climate finance and business will gain vital insights into navigating institutional roadblocks and scaling frontier innovation across APAC.Ref.: Cleantech Group, Global Cleantech 100 Report, APAC Cleantech 25 Report, ABOUT SUMMER. Summer Bae is the Managing Director, APAC at Cleantech Group and is based in Singapore. Prior to Cleantech Group, Summer spent over 10 years at BloombergNEF, where she built partnerships with financial institutions, governments, and corporations to advance sustainable finance and clean technology adoption across the region. She focused on developing strategic relationships with C-suite leaders, particularly in Korea, Japan, and ASEAN. Earlier in her career, Summer held regional sales and planning roles at Datum Alloys, covering markets across Asia, Europe, and the Americas. She began her career at Sumitomo Chemical, where she managed chemical production line operations and was involved in business planning. Summer holds a Bachelor's degree in Asia-Pacific Sociology from Ritsumeikan Asia Pacific University in Japan and earned the Sustainable Investing Certificate from the CFA Institute in 2025.Recommendations: Nat Bullard Annual Presentation: A data-rich and accessible slide deck that provides a comprehensive summary of global developments in climate, energy, and technology.2026 Cleantech Forum Asia, 2026 Cleantech Forum Europe, 2027 Cleantech Forum North America: Professional networking platforms and international conferences held in three continents to support the commercialisation of new technologies.Company list: #Bloomberg Finance L.P. (BloombergNEF), #Cleantech Group LLC, #Fervo Energy, Inc., #Halcyon (Halcyon Group Holdings LLC), #Sumitomo Chemical Co., Ltd.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli  |  MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.

Joe Raia, Chief Commercial Officer at Abaxx Exchange, had a fun interview as he stopped by to give us an update. As a commercial tanker captain who moved into commodities trading, he has the knowledge and background to help guide the US Markets.Connect with Joe on his LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/Follow Joe on X here: https://x.com/JoeRaia5Check out Abaxx Exchange information here: https://abaxx.exchange/1. Abaxx Exchange & LNG Futures ContractsThe core focus is on ABEX's innovative physically deliverable LNG futures contracts. Joe Rea explains how these contracts are unique because they price actual waterborne LNG molecules rather than using proxy benchmarks like Henry Hub or Brent crude oil. The contracts cover three key regions: Gulf of Mexico (FOB), DES North Pacific Asia, and Northwest Europe. This addresses a major gap in the market where there was no transparent, regulated pricing instrument for LNG.2. Pricing Benchmarks & Market InefficienciesA significant discussion centers on why traditional pricing proxies fail for LNG. Henry Hub has remained at $3 for 15 years while waterborne LNG ranges from $11-15, and Brent crude oil has no correlation to delivered LNG in Asia. ABEX's contracts provide proper pricing correlation, which is critical for midstream suppliers to get fair value for their molecules.3. Global LNG Market DynamicsThe conversation covers Europe's energy crisis following Russia's invasion of Ukraine, the shift from long-term contracts (40-50% of the market) to spot and shorter-term contracts, and the EU's struggle to refill natural gas reserves to 85-90% capacity. There's also discussion of Russia's new icebreaker LNG carriers and potential sanctions implications.4. Expansion of LNG Production & InfrastructureTopics include the U.S. becoming the world's largest LNG producer, with 200 MTPA coming online this year. There's discussion of floating LNG terminals (FSRUs) as faster alternatives to building permanent facilities, and potential expansion in the Middle East with pipelines connecting to floating LNG infrastructure.5. Precious Metals TradingAbaxx has expanded beyond energy into metals, launching gold and silver futures contracts with physical delivery capabilities in Singapore vaults. The silver contract has been particularly successful, and these contracts address logistical issues that previously plagued gold trading between London and New York.6. Energy Security & U.S. PolicyA major theme is energy security, including discussions of the Jones Act, U.S. tanker capacity, and the importance of American-flagged vessels. The conversation highlights how a 60-day Jones Act waiver resulted in more U.S. energy exports to Puerto Rico in 2 months than in the previous 20 years, and the need to rebuild U.S. shipbuilding capacity.7. Geopolitical ImplicationsDiscussion of Middle East pipeline infrastructure (Saudi Arabia's East-West pipeline, UAE expansion, Kuwait's plans), Iran's territorial claims, and how geopolitical tensions affect energy markets and shipping routes through critical chokepoints like the Panama Canal and Strait of Hormuz.8. Technology & Market IntegrationAbaxx's integration with major pricing platforms like Refinitiv, Bloomberg, and TradingView to make pricing data accessible globally. The conversation emphasizes the importance of having standardized, transparent pricing that can be referenced in trading agreements.This episode essentially showcases how ABEX is revolutionizing commodity trading by creating transparent, physically backed futures markets that better serve the global energy and metals industries.Thank you, Joe, for your service in the United States Merchant Fleet as a Captain and for your continued service in helping balance the markets.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/

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.

The reopening of the Strait of Hormuz is at the heart of the Memorandum of Understanding (MOU) signed by the United States and Iran. Under the terms of the deal, the US will immediately lift its blockade of Iranian ports. The Islamic Republic, for its part, will reopen the Strait of Hormuz and charge no toll for commercial vessels for a period of 60 days. However, the presence of sea mines in the vital waterway could be a cause for concern. Our correspondent Reza Sayah reports from the Strait of Hormuz.

The Justice department says the Pentagon needs xAI to keep using its unpermitted gas turbines. Also, Stanford graduates booed and walked on Google's CEO during his commencement speech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Title: Episode 88 – Fueling the Future — or the Fire? Biofuels, Energy Security and the Pressure on Forests Author(s): Worm, Loa Dalgaard Description: In this episode of Forest for the Future, we step a little outside the forest itself and into the world of energy policy. With oil prices volatile and supply routes like the Strait of Hormuz under pressure, governments around the world are racing to secure their energy supply. One of the tools many are turning to is biofuels, blended into diesel and petrol and often produced from crops such as palm oil, soy, sugarcane and maize. That can sound like a climate win. But it can also mean new pressure on forests, peatlands, food systems and the communities who depend on them. Host Loa Worm is joined by Patrick Schröder, Senior Research Fellow at Chatham House, to explore whether biofuels can really deliver energy security without driving deforestation. From Indonesia's move from B40 to B50, to Brazil's ethanol experience, India's blending programmes and the challenge of indirect land-use change and deforestation, the conversation looks at how today's political decisions on energy can ripple all the way into the forest. The episode also explores the role of certification systems such as FSC, RSPO and ISCC. Patrick explains why certification can be a genuine safeguard, but not a political shortcut. Biofuels are neither a silver bullet nor a villain. It all depends on how they are governed.

Guest: Brooks Spector | US Policy Expert Wasanga Mehana speaks to US policy expert Brooks Spector about the G7 summit, where a new US–Iran framework agreement has dominated discussions. With President Trump claiming the Strait of Hormuz could reopen within days. We explore whether this marks a genuine diplomatic breakthrough or a fragile pause in a much wider conflict. Early Breakfast with Africa Melane is 702’s and CapeTalk’s early morning talk show. Experienced broadcaster Africa Melane brings you the early morning news, sports, business, and interviews politicians and analysts to help make sense of the world. He also enjoys chatting to guests in the lifestyle sphere and the Arts. All the interviews are podcasted for you to catch-up and listen.Thank you for listening to this podcast from Early Breakfast with Africa Melane For more about the show click https://buff.ly/XHry7eQ and find all the catch-up podcasts here https://buff.ly/XJ10LBUListen live on weekdays between 04:00 and 06:00 (SA Time) to the Early Breakfast with Africa Melane broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3NSubscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetcFollow us on social media:702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/Radio702702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/CapeTalkCapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

In this episode of Oilfield 360, hosts David de Roode and Victoria Bear Queen sit down with Jose Bayardo, the newly appointed CEO of NOV, to explore leadership, innovation, and the future of global energy.Bayardo shares a candid and wide-ranging perspective shaped by his career across investment banking, private equity-backed growth companies, public markets, and large-scale global operations. From his early days in energy technology and corporate development to his leadership of one of the world's largest oilfield services companies, the conversation traces how disciplined capital allocation, operational experience, and adaptability have defined his path.00:00 Why Oil and Gas Matters00:36 Podcast and Sponsors01:59 Host Catch Up03:23 Meet Jose Bayardo04:03 Early Life and Education06:43 Banking and Energy Tech07:32 SCF and Complete Growth14:48 Continental to NOV18:34 Becoming NOV CEO25:26 What NOV Does26:10 Brazil Deepwater Expansion28:45 Geopolitics and Supply Chain30:05 Energy Security and Diversification31:13 Fiberglass and Midstream Infrastructure33:25 Automation and Data Tech35:14 NOV in 5 to 10 Years37:19 M&A Versus Organic Innovation39:13 Capital Discipline and Investing42:23 Replacement Cycle and Tightening Market45:37 Family Life and Balance48:33 Cars and Hands-On Hobbies51:55 Mentors and Leadership Lessons54:57 Quick Fire and Career Advice

As the war in Ukraine took centre stage at the G7 summit in the French town of Evian, US President Donald Trump said Moscow should make peace with Kyiv and suggested that the US could bring back sanctions on Russian oil, now that the Strait of Hormuz is expected to reopen. Also in the segment: the iconic BHV department store in Paris has announced it will end its partnership with ultra-fast fashion giant Shein, as it changes ownership. 

Japanese Prime Minister Sanae Takaichi and her British counterpart, Keir Starmer, on Sunday agreed to cooperate to enhance economic security, including energy supply stability, amid the Middle East turmoil.

Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures

With Europeans sizzling in a record-breaking heatwave in May, and lands and rivers facing severe drought conditions in April, the effects of extreme climate-related events are becoming increasingly obvious. We sit down with the EU's Commissioner for Climate, Net Zero and Clean Growth, Dutch politician Wopke Hoekstra, to talk about the EU's carbon emissions reduction targets, the next COP summit, and, of course, the energy crisis resulting from the war in the Middle East.

Japanese Prime Minister Sanae Takaichi plans to propose three principles on energy security at the upcoming Group of Seven summit in France, which opens Monday, informed sources said Thursday.

Get in touch - leave me a messageNo one wants to ship water around the world. That one line says a lot about the next phase of energy storage.In this episode of Climate Confident, I'm joined by Min Tang, Director of International Business at Rongke Power, one of the world's leading vanadium flow battery companies. We get into why long-duration storage is moving from climate tech side-story to core grid infrastructure, and why that matters for decarbonisation, energy transition planning, net zero delivery, emissions reduction, and policy.You'll hear why vanadium flow batteries are not trying to replace lithium-ion batteries, and why that matters. Different problem. Different tool. Min explains how flow batteries can run for more than 20,000 cycles, retain capacity over decades, and support grid-scale black start, the kind of resilience that becomes rather important when grids are asked to absorb more renewables, power more electrification, and stay upright while demand from industry and AI data centres grows.We dig into the economics too: why storage duration changes cost, how electrolyte leasing can cut upfront CapEx, and why local supply chains could become a major strategic advantage. You might be shocked to learn that localisation is baked into this technology because the electrolyte is mostly water. Glamorous? No. Important? Absolutely.

Global conflicts are revealing vulnerabilities in the global reliance on imported fossil fuels and centralized power.  Energy Analyst Kyle Datta says energy security needs may speed the adoption of renewables and “as a side effect,” reduce the rise of global warming. For Datta's full speech, which he presented with videos at the 2026 Gold Lab … Continue reading "Kyle Datta – Energy Security, War & Renewable Energy"

In his new book, Resources, Power, and Nation Building: Afghanistan and the Promise of Minerals, Dr. Haroon Hakimi analyzes how critical and strategic minerals can either underpin nation building efforts or intensify conflicts. Drawing on his doctoral research at the Institute of World Politics, this lecture examines lessons from U.S. nation building, China's resource strategy, and the emerging global competition over critical minerals that is reshaping power in the 21st century. Dr. Haroon Hakimi is an academic practitioner with more than fifteen years of experience across media, public policy, research, teaching, and diplomacy. His career bridges government service and scholarly research, focusing on the connections between energy and mineral security, national resilience, and international stability. A former diplomat and senior government official, Dr. Hakimi, has advised on foreign affairs, resource policy, and strategic communications at the national and international levels. He has served as Deputy Minister of Information, Culture, Youth and Tourism of Afghanistan, and Head of Chancery and Latin America Affairs at the Embassy of Afghanistan in Washington, D.C. Currently, Dr. Hakimi leads the Energy Security and Minerals Program at the America–Eurasia Center and serves as a Research Analyst at the Global Policy Institute, focusing on the evolving role of critical and rare earth minerals in the global energy transition. His research explores how energy resources shape national policy design and the architecture of state-building in post-conflict and emerging economies. **Learn more about IWP graduate programs: https://www.iwp.edu/academics/graduate-degree-programs/ ***Make a gift to IWP: https://wl.donorperfect.net/weblink/WebLink.aspx?name=E231090&id=3

Dr. Beatriz Canamary stopped by the Energy News Beat podcast, and we had a great discussion about energy, exports, and our maritime industry, including shipbuilding and the Jones Act. I am going to just be brutally honest for a moment, and say that I have been for totally repealing the Jones Act for years. After my discussion with Dr. Canamery, my opinion has shifted toward more of a "let's get the problem solved and leave the Jones Act in place long-term" stance. But we need a plan to get to a balance. Dr. Canamary has a new book coming out, and we will be getting an interview lined up. Connect with Beatriz on her LinkedIn here: https://www.linkedin.com/in/beatrizcanamary/1. U.S. Maritime Industry RevitalizationThe core focus is rebuilding America's shipbuilding capacity. The U.S. currently represents only 0.4% of global ship production (down from over 50% post-WWII), while China dominates with 60% and South Korea adds another 20%. The discussion emphasizes the need for strategic investment in shipyards, workforce development, and creating predictable cargo demand to justify shipbuilding expansion.2. Energy Security & Dominance Through MaritimeEnergy exports (oil and LNG) are central to U.S. dominance, but they're currently transported on international vessels rather than U.S.-flagged ships. The podcast explores how securing cargo on American vessels strengthens both energy security and the maritime industry. The Strait of Hormuz crisis is cited as a wake-up call about supply chain vulnerabilities.3. Global Choke Points & Geopolitical RisksEight major maritime choke points (Strait of Hormuz, Red Sea/Houthis, Strait of Malacca, etc.) are contested and sometimes weaponized. Insurance companies can effectively shut down shipping by canceling coverage, as Lloyd's of London did during the Iran strike. The discussion highlights the need for U.S. insurance alternatives and control over critical passages.4. Nuclear Technology in MaritimeNuclear propulsion for ships and floating nuclear power plants are presented as innovation differentiators for the U.S. The ABS (American Bureau of Shipping) has frameworks for approving nuclear projects, and companies like Nano Nuclear are developing micro-reactors designed for maritime use. Nuclear is positioned as cleaner than traditional fuel oil and a competitive advantage.5. Autonomous & Advanced Maritime TechnologyA new IMO (International Maritime Organization) framework for autonomous commercial ships was recently approved, with a mandatory code coming in 2032. The U.S. is positioned to compete through innovation in automation, AI, and autonomous vessels rather than on cost—since labor-intensive competition with China/Korea is unwinnable.6. Maritime Prosperity ZonesThe U.S. should develop regional maritime clusters (similar to Europe's model) with specialized capabilities—some regions for tankers, others for icebreakers, etc. The American Maritime Industrial Coalition is mapping supply chains and regional expertise to accelerate production.7. Trade Agreements & Bilateral PartnershipsStrategic trade agreements with U.S. allies can secure cargo flows through American ports on U.S.-flagged vessels, creating demand signals for shipbuilding without direct government subsidies. This creates a win-win for allies seeking energy independence.8. The Ships for America ActA bipartisan bill with 126+ seats of support, expected to pass by year-end. It includes tax incentives and supports the broader maritime revitalization strategy outlined in the National Security Strategy and Maritime Action Plan.9. Geopolitical Shifts & New Trading BlocsThe podcast discusses emerging energy-based trading blocs, China's port dominance (129 ports globally), and concerns about China's influence in South America (Peru, Brazil). It also touches on the Monroe Doctrine and regional security in the Western Hemisphere.10. Ports as Strategic InfrastructureDr. Canamari's forthcoming book explores ports as intelligence hubs, infrastructure assets, and strategic military/trade assets. The discussion covers climate resilience, digital twins, automation, and how ports are increasingly weaponized in global trade wars.This is a comprehensive discussion of how maritime infrastructure, energy, innovation, and geopolitics intersect to shape U.S. competitiveness and national security.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/

Stephen Grootes speaks to Eskom’s Group Executive for Renewables, Rivoningo Mnisi, about the launch of Eskom Green, the utility’s plan to scale renewable energy capacity to 32GW by 2040, how it aims to partner with private developers rather than crowd them out, and what this shift means for South Africa’s energy security and transition away from loadshedding. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The revelation of hidden correspondence shared between major NZ polluters and a private email account of someone working in the Prime Minister's Office has sparked a spiralling scandal.  Why were the emails not revealed when any such correspondence had been specifically requested if it existed?  Were key law changes made specifically to end a high-profile court case against these polluters?  How could the government's failure to provide such emails not be in breach of fundamental transparency rules? And what else might be hidden?  The Greens are now asking the Ombudsman to expand his investigation into the emails to use the full breadth of the powers availableto him to determine what has gone down. And this week the government walked back their plan to fund an import terminal for Liquid Natural Gas with a levy, or tax, on Kiwis' energy bills. While the policy is still going forward, how it will be funded remains an open question. And following the energy shock caused by the US war with Iran, the Greens highlighted their support for Rewiring Aotearoa's Ratepayers' Assistance Scheme to provide cheap loans for installing home solar systems, which they say would make widespread solar uptake accessible to more kiwi's, lowering energy bills and increasing energy security. So for our weekly catch-up with the Green Party, Host Manny spoke with MP Ricardo Menéndez March about the ongoing scandal over the government's missing emails and energy policy.  

In this episode of the Energy Vista Podcast, Leslie Palti-Guzman sits down with energy scholar and foreign policy expert Brenda Shaffer to discuss the energy policy implications of the Iran crisis and disruptions in the Strait of Hormuz.Brenda argues that policymakers continue to draw the wrong lessons from energy crises. The conversation explores whether some climate policies have weakened energy security. Leslie and Brenda exchange on the role of natural gas in modern economies, Europe's energy challenges, Africa's missed energy investment opportunities, China's growing influence over clean-energy supply chains, and the future of electrification.Listen & Subscribe

The National Security Hour with Brandon Weichert – Yon emphasized the strategic importance of maritime chokepoints such as the Danish Strait, the Strait of Hormuz, the Panama Canal, the Suez Canal, and the Strait of Malacca. These locations are not obscure geographic trivia; they are the pressure valves of the international system. If even one is blocked or militarized, the economic...

The National Security Hour with Brandon Weichert – Yon emphasized the strategic importance of maritime chokepoints such as the Danish Strait, the Strait of Hormuz, the Panama Canal, the Suez Canal, and the Strait of Malacca. These locations are not obscure geographic trivia; they are the pressure valves of the international system. If even one is blocked or militarized, the economic...

Today we had the pleasure of hosting Steven Kobos, President and CEO of Excelerate Energy. Steven has served as President and CEO since 2018 and previously spent 11 years as a member of the company's Board of Directors and corporate counsel. Throughout his career, he has worked across global energy markets, including Kuwait, Bangladesh, Pakistan, Argentina, Brazil, Finland, Germany, and the Middle East. Excelerate is a global leader in flexible LNG infrastructure solutions, focused on expanding access to reliable, affordable, and secure natural gas. The company operates one of the world's largest fleets of Floating Storage and Regasification Units (FSRUs) and provides integrated LNG solutions spanning the entire value chain. We were thrilled to hear Steven's perspective on the evolving and increasingly complex global energy landscape. In our conversation, we explore the evolution of the global LNG market, the impact of U.S. shale on Excelerate's business model, and why the company has increasingly focused on integrated LNG and infrastructure solutions rather than simply providing floating regasification assets. We discuss the growing importance of energy security following recent geopolitical disruptions, including tensions surrounding the Strait of Hormuz and Steven's recent visit to the region, and the role LNG continues to play in supporting power generation, industrial growth, and economic development around the world. Steven walks us through Excelerate's newest FSRU, the Acadia, the company's expanding opportunities in Iraq, and how LNG imports are helping address power shortages and energy deficits across emerging markets. We discuss the future growth of global LNG demand, the increasing shift toward long-term supply contracts, the advantages of floating infrastructure versus traditional onshore facilities, and Excelerate's strategy of combining LNG supply with downstream infrastructure to open new markets. We also cover Argentina's Vaca Muerta opportunity, Brazil's hydro-backed power system, Finland's experience with energy security following disruptions to regional gas infrastructure, the growing role of U.S. LNG exports, and the support provided by the Trump Administration to promote American energy abroad. Steven shares several personal anecdotes, including helping launch LNG imports into Kuwait, opening new LNG markets across South Asia, visiting customers throughout the Gulf during the recent conflict, and witnessing firsthand how access to reliable energy can transform communities and economies. We covered a great deal and appreciate Steven for sharing his time and insights. Mike Bradley started the show by noting that markets continue to be driven almost entirely by on-and-off developments in the Middle East. Market sentiment last week was dominated by optimism that Iran and the U.S. were moving toward a Strait of Hormuz resolution, but this week has started with growing concern that a resolution may not be just around the corner. On the bond market front, the 10-year bond yield was trading at ~4.5% (up 6-7bps), driven by an Iranian resolution being pushed further to the right and constructive economic data. He noted that the May ISM Manufacturing report showed that U.S. manufacturing expanded at its fastest pace in four years. On the crude oil market front, WTI prices spiked ~$6/bbl (to $93/bbl) on concerns that an Iranian resolution could be delayed. The Strait of Hormuz needs to reopen quickly or risk global oil prices moving substantially higher, as oil markets enter the higher-demand summer months with critically low inventory levels. From an energy equity perspective, the Energy sector was up ~2% so far this week after a 5% pullback last week. On the broader equity market front, markets were modestly weaker as investors appeared unprepared for the prospect of an Iranian resolution being pushed further into the future. He ended by highlighting two IPOs scheduled to price over the next two weeks. Equity investors are most excited about the SpaceX IPO (expected to price next week at a ~$2T valuation). He also highlighted INNIO Holdings, a gas power system manufacturer that is expected to price later this week (raising ~$2B at a ~$20B valuation), which should provide a good read on how bullish sentiment remains across the engine manufacturing and distributed generation segments. Mark Castiglione added his questions and perspective to the discussion as well. 

Jay sits down with Peter Alexander, founder and managing director of Z-Ben Advisors, for a wide-ranging conversation on China's real position in the global economy. Peter has lived in Shanghai for nearly 30 years, and brings his unique perspective from inside the country on many topics including: China's political system, manufacturing dominance, Belt and Road strategy and gold. They also discuss why Western narratives on China often miss the deeper story, how China is building long-term leverage, and what this means for investors watching the next phase of U.S.-China competition. Peter's Links: https://z-ben.com/ https://substack.com/@plalexander How Did We Get Here? Deconstructing the 30-year path of Chinese and American rivalry and its consequential, adverse effects on the International Rules-Based Order https://z-ben.com/edm/Public/file/Z-Ben%20Advisors%20-%20How%20Did%20We%20Get%20Here%20-%20January%202026.pdf Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 0:00 Introduction 2:50 Peter Alexander's View From Inside China 4:03 Is China Communist, Capitalist, or Something Else? 10:01 Xi Jinping's 2012 Inflection Point 18:45 China's Property Boom, Ghost Cities, and Quality Growth 22:13 Demographics, Robotics, and the Future of Chinese Labor 29:55 BYD, Tesla, and the “Catfish Effect” 37:31 Why Reshoring China's Supply Chain Is So Difficult 38:43 China's Manufacturing Moats: Energy and Distribution 45:37 The Real Purpose of Belt and Road 53:48 Dollarization, CIPS, and China's Gold Strategy 1:02:41 How the Shanghai Gold Exchange Works 1:05:03 The U.S. Dollar, Treasuries, and Empire Risk 1:12:42 Swap Lines, Liquidity, and Treasury Market Pressure 1:18:17 Strait of Hormuz and China's Energy Position 1:27:01 Japan, Energy Security, and Regional Pressure 1:28:44 Is U.S.-China Conflict Inevitable? 1:36:17 Taiwan, Decoupling, and the Limits of War 1:43:00 Where China's Growth Is Happening Now 1:44:01 China's Infrastructure, EVs, and State Capitalism Copyright © 2026 Cambridge House International Inc. All rights reserved.

Todd Royal, Author, BP Capital Advisors, stops by the Energy News Beat PodcastTodd Royal is an author, a true Nuclear expert, and a great friend of the Energy News Beat Podcast. I had an absolute blast visiting with Todd, and we covered a lot of great topics. Being in the rapital raising business for nuclear is an outstanding part of our Energy Dominance requirements. We need modular nuclear, mines, and critical minerals.Todd is an outstanding energy resource and industry leader. I recommend connecting with him https://www.linkedin.com/in/172466/1. Nuclear Power as the Solution to Energy DemandThe hosts emphasize nuclear energy as the most viable solution to meet growing electricity demands, particularly for AI data centers. They highlight nuclear's exceptional capacity factor (95%+), reliability, and ability to run continuously—far superior to renewables. The discussion includes the reopening of Three Mile Island and the potential to restart 20 of the 94 U.S. reactors.2. AI Data Centers and Power RequirementsA significant focus on the massive electricity demands of AI data centers and the challenges they create. The conversation explores the tension between needing this infrastructure and concerns about farmland usage, grid strain, and rising electricity costs. They discuss potential solutions like revenue-sharing models similar to oil royalties.3. Climate Policy and “Climate Orthodoxy”The speakers critique what they call “climate orthodoxy”—the ideological push for renewables and net-zero policies that they argue have harmed economies. They discuss how Democratic-led states have higher electricity costs (38% higher) and how climate policies have destroyed economies in Europe, California, and other regions.4. Renewables vs. Nuclear EconomicsA detailed comparison of levelized costs of electricity (LCOE) and total cost of electricity, arguing that renewables require expensive backup systems and storage. They propose that $10 trillion spent on wind and solar could have built 2,000 nuclear reactors instead, providing clean, reliable baseload power.5. Energy Security and GeopoliticsDiscussion of global energy security, including LNG exports, the Strait of Hormuz, and Europe's energy crisis. They argue that energy dominance and security should start at home through reliable domestic power generation.6. Regulatory and Political BarriersThe hosts contend that the real obstacles to nuclear expansion aren't technical or financial, but political—including the NRC's historical anti-nuclear stance, environmental regulations, and permitting delays that make projects expensive and slow.7. Climate Science SkepticismThey challenge mainstream climate narratives, citing scientists like Roger Pielke Jr. and Judith Curry, and reference the UN's recent acknowledgment that climate change may not be as catastrophic as previously claimed. They discuss data manipulation allegations and the RCP 8.5 climate model controversy.8. Economic Impact of Energy PolicyThe conversation ties energy costs to broader economic issues like inflation, housing shortages, and manufacturing costs. They argue that cheap, abundant nuclear power could reduce inflation and boost economic growth.9. Data Center Backlash and OppositionDiscussion of organized opposition to data centers funded by billionaires and NGOs, which has halted $152 billion in economic activity. They explore the need for better communication and compromise between tech companies and local communities.10. Policy SolutionsRecommendations include passing the SAVE Act, implementing revenue-sharing agreements for data centers, building power plants dedicated to data centers, and reforming carbon markets and subsidies.The podcast presents a pro-nuclear, skeptical-of-renewables perspective on energy policy and its economic implications.Thank you, Todd, for your great industry leadership.We have some great interviews lined up next week.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Rory Johnston welcomes legendary energy analyst Bob McNally to Oil Ground Up for a sweeping conversation on the Strait of Hormuz crisis, global oil supply disruptions, and the fragile state of today's energy markets. Bob reflects on decades of experience spanning the White House, hedge funds, and energy consulting while explaining why the closure of Hormuz represents a historic shift in how the world must think about oil security and geopolitical risk. The discussion dives deep into Iran's leverage over global energy flows, the growing disconnect between physical oil fundamentals and financial markets, and why many traders may still be underestimating the long-term consequences of this disruption. Rory and Bob also explore what reopening Hormuz could realistically look like, why inventories and shipping flows remain critical, and how this crisis may permanently reshape investment in global hydrocarbons. From oil demand destruction and rising geopolitical premiums to the future of North American energy dominance, this episode offers one of the most comprehensive macro discussions yet on the evolving global energy landscape.

What's behind the growing challenges facing young job seekers, and could global oil disruptions add further pressure to the economy? As youth unemployment remains stubbornly high, questions are building about what is driving the slowdown in hiring and what it means for those entering the workforce. We examine the factors shaping the job market for young people, from business conditions to structural barriers, and what might change in the months ahead. Dan Kelly, CEO of the Canadian Federation of Independent Business, and Ilona Dougherty, managing director of the Youth and Innovation Project at the University of Waterloo, break down the trends and possible paths forward. We then turn to global energy markets. After major disruptions to shipping through the Strait of Hormuz linked to the Iran war, what risks do shifting oil flows pose for prices and economic stability? Rory Johnston, oil market researcher and founder of the Commodity Context newsletter, explains what has changed, what remains uncertain, and how these developments could ripple beyond the energy sector.See omnystudio.com/listener for privacy information.

Get in touch - leave me a messageFake people. Fake comments. Real clean energy projects killed.This is what climate delay looks like in the AI era.In this episode of Climate Confident, I'm joined by Leah Qusba, CEO of GoodPower, an organisation working at the intersection of climate tech, culture, policy, and decarbonisation. We explore a hard truth about the energy transition: solar, wind, batteries, and electrification may be ready, but public trust, local permission, and disinformation are now decisive barriers to getting projects built.You'll hear why Leah believes fossil fuel dependence is becoming harder to defend as “secure energy”, especially when oil and gas volatility keeps spilling into bills, food prices, business costs, and household budgets. We dig into why clean energy should be framed less as sacrifice and more as protection: protection from price shocks, geopolitical risk, climate impacts, and the charming little habit fossil fuels have of making everything more expensive.We also get into GoodPower's research on what actually changes minds. Their storytelling work has reached tens of millions of people and, in tested campaigns, shifted audiences from NIMBY to YIMBY by 11%. Leah explains why the right messenger can matter more than the perfect message, why rural voices can unlock rural support, and why creators in food, fashion, gaming, cars, comedy, and culture may be more effective climate communicators than traditional climate voices.And yes, we talk about AI-generated disinformation in permitting decisions, fake public pressure, and why pre-bunking false claims before they spread may become essential for emissions reduction, net zero delivery, and climate policy that survives contact with reality.

When it comes to energy, and nuclear in particular, China is doing things differently. As our guest puts it - China has clearly taken the approach that they will structure their energy sector on the assumption of chronic global instability. What does that mean in practical terms? David Fishman from the Shanghai-based Lantau Group joins Sprott Radio to share his deep local knowledge of China's energy buildout and its rapidly expanding nuclear fleet.This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

France's utility giant EDF is poised to start dismantling the Fessenheim nuclear power plant on the border with Germany, a €1.4 billion project slated to take 22 years. Built in 1971, the plant's two reactors are the oldest in France and have been permanently shut down since 2020 after 43 years in operation, following a string of safety failures. But first, the ongoing Ebola outbreak in Africa is starting to take an economic toll on local populations. 

Energised Futures, Centrica's in-house research and innovation incubator, has partnered with Panasonic in a new pilot designed to advance intelligent heat-pump control. Demonstrating how collaboration across manufacturers, installers and technology innovators can accelerate the shift to smarter, more efficient low carbon heating. Heat Pump Trial The research has explored the automation and optimisation of heat pumps in Dublin homes as part of an EU funded Horizon-2020 programme – the DEDALUS project – to develop user-centered demand side response (DSR) systems. By combining technical innovation from Energised Futures with Panasonic's manufacturing expertise alongside local installer partner Mos Mechanical's on the ground installer insight, the project reflects the full lifecycle of heat pump deployment. Energised Futures is creating bespoke digital twins for all participating homes and remotely controlling each Panasonic heat pump with predictive algorithms to deliver optimum comfort and efficiency. Building on the success of its earlier MESH project, funded by the Department of Energy Security and Net Zero, the team has developed advanced control algorithms to enable the Panasonic heat pumps to participate in Demand Response. The system prioritises heating the home and hot water tank when electricity is cheap and low-carbon, while preserving occupant comfort: reducing heat pump operating costs and emissions and simultaneously supporting grid balancing and integration of renewables. Insights from the Dublin trial will feed directly into complementary pilots in Austria, Denmark, Italy, Spain and Romania, helping to build a holistic understanding of how smart heating and flexibility solutions work across different climates, housing types and energy systems. The overall programme wrapped at the end of April, following which the combined results from Dublin and the other EU pilots will be analysed and shared. Ben Krikler, PhD, Head of Energised Futures and Director of Research & Innovation, Centrica, emphasised the opportunity ahead: "Heat pumps have incredible potential, but that potential isn't being fully realised" "By combining advanced controls, predictive algorithms, and real-world data, we can make heat pumps smarter, more efficient, and more rewarding for households by delivering comfort at the lowest running cost while also helping to balance the grid and reduce emissions." Underscoring the wider benefits of the project, Laurence Cox, Country Manager for Panasonic Heating & Cooling Ireland said: 'This project highlights the real-world benefits of heat pump technology, from reduced energy costs and improved comfort to lower carbon emissions. We are proud to be working alongside Centrica and MOS Mechanical to help underline the growing importance of proven, low-carbon technologies in supporting the transition to a more sustainable built environment." The pilot adopts a user-centric, co-creation approach to understand what drives or hinders participation in demand response, including factors such as comfort, data privacy, and energy literacy. Supported by a robust social science framework and drawing on behavioural science, motivation theories, and socio-economic insights, the project actively involves participants through workshops, segmentation analysis, and interface testing. MSM Renewable installed the heat pumps and worked directly with participating households, giving them practical support and helping ensure the trial reflected real-world installer and customer experience. Reflecting on the trial, Mick O'Shea, Founder & CEO of Mos Mechanical's said: "Heat pumps are evolving quickly, and projects like this make sure installers stay ahead" "Hands on experience with the latest systems gives us the confidence to show customers how efficient heat pumps really are. It also proves that when the industry works together, the technology delivers more for households — and opens new opportunities for installers." As the progra...

The Gulf is entering a period of profound geopolitical and economic uncertainty. As tensions around the Strait of Hormuz continue and global energy markets face mounting pressure, the United Arab Emirates has taken the extraordinary decision to leave OPEC, raising major questions about the future of energy coordination, regional alliances, and global economic stability.Today on The International Risk Podcast, we are joined by Dr Dania Thafer, one of the leading analysts of Gulf politics, energy security, and regional geopolitics. Dr Thafer is the Executive Director of the Gulf International Forum and an expert on Gulf security, political economy, and US Gulf relations.In this episode, we explore why the UAE chose to leave OPEC, how the conflict with Iran is reshaping Gulf strategy, the growing vulnerability of global chokepoints, the future of fossil fuel markets in an era of technological transformation, and what rising instability in the Gulf could mean for international trade, energy security, and the global economy.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Tell us what you liked!

Billy Pizer discusses how energy security goes beyond the price of oil or liquified natural gas since these prices do not fully capture all the costs of using fossil fuels. One well-known externality, a cost beyond the price at the pump, is global warming and the corresponding climate-related disasters like the 2025 Palisades fire in California or the devastation in North Carolina from Hurricane Helene in 2024. Billy points out that there are other costs as well, including macroeconomic vulnerability from spiking oil prices and the risks associated with the tilting of political and military decisions due to energy needs. He also explains that climate change poses threats to those banks and parts of the financial system that have assets concentrated in places vulnerable to extreme weather events. Billy is the President and CEO of Resources for the Future, a think tank focused on energy and the environment. He previously served as Deputy Assistant Secretary for Environment and Energy at the US Treasury.

Access to energy has been one of the major driving forces in geopolitics since at least the industrial revolution. Without reliable access to the dominate form of energy, economies stall, people protest, and governments fall apart. The United States has become an energy superpower, leading the way in multiple forms of diversified energy resources, however, its economy remains vulnerable to supply disruptions, particularly for oil and the rare earth minerals currently necessary for renewable energy production. How does the closing of the Strait of Hormuz lead to higher gas prices? What steps can we take to insulate ourselves from these shocks? What are the new and emerging technologies that will reshape our energy infrastructure of the future?This month we speak with Dr. Stephen Bird, Director of the Carsey School of Public Policy at the University of New Hampshire, to explore these questions and more. Dr. Bird's career has focused on all aspects of energy policy, with a particular focus on energy conflicts, polarization, and the energy transition. Join the conversation as we explore the critical spaces that energy occupies in our daily lives and how decisions made thousands of miles away can shape your daily life.Stephen Bird is the Director of Carsey School of Public Policy and a professor of political science at the University of New Hampshire. He is also a research professor (courtesy) at the Institute for Sustainable Environment at Clarkson University where he was formerly a full professor of political science. In addition, he's a faculty Research Affiliate with the Positive Energy Project at the University of Ottawa.Stephen's work examines all aspects of energy policy and regulation broadly, with a deep focus on impacting the energy transition. Engagements and research awards have included New York's Energy Research Authority, the U.S. State Department, the European Commission, National Resources Canada, a 2016 Fulbright Research Chair, and the National Science Foundation. Corporate partnerships have included the NY Power Authority, GE, National Grid, AMD, the US Green Building Council, and IBM.His current research and engagements focus on energy conflict & polarization, drivers of energy acceptance (fracking, solar, wind), split incentives and smart housing, and energy technology governance & implementation (microgrids, green data centers).Stephen completed his PhD at Boston University and his Masters at Harvard University. 

G7 finance ministers and central bankers have wrapped up their two-day meetings in Paris as the war in Iran and the energy crisis continue to weigh on the global economy. Eurogroup President Kyriakos Pierrakakis, who represented the 21-member euro area in the talks, told FRANCE 24's François Picard and Yuka Royer that despite some differences, there was a shared understanding that a multilateral approach was key to facing the ongoing challenges. 

We had 9 big stories today on the Energy News Beat Channel. We have new trading blocs forming around the world, and where will your country end up? 1. Cuba's Energy Crisis & Socialism's FailuresThe podcast opens with Cuba's blackout crisis, where the communist government admits fuel shortages. The host uses this as a cautionary tale about socialist and democratic socialist policies, comparing it to energy challenges in states like California, Ohio, Virginia, and New York, which have 38% higher electricity prices than the rest of the US.2. UK's Oil & Gas Policy & Energy SecurityThe UK's decision to permanently ban North Sea oil and gas licenses is criticized as economically damaging. Despite 75% of UK energy coming from oil and gas, the country imports most of it rather than drilling domestically. The host argues this undermines energy security and will contribute to broader EU economic decline.3. UAE's Strategic Energy ExpansionThe UAE is accelerating oil export infrastructure after leaving OPEC, planning to increase capacity from 3.5 to 5 million barrels per day. This is framed as a model of energy security through strategic infrastructure investment.4. China-US Trade Relations & Energy AlignmentThe Trump-Xi meetings show potential alignment on energy and trade. The host predicts a reshaping of global trading blocks around energy, with the US, Russia, China, Saudi Arabia, Japan, UAE, and India forming a major bloc, while the EU, UK, and Canada fall behind.5. UN Climate Panel's Admission on Failed PredictionsThe IPCC quietly admitted that extreme climate doomsday scenarios driving climate policy and trillions in spending were unrealistic. The host criticizes this as wasteful and links net-zero policies to "Democrat Socialism."6. Data Centers & Water/Farm ProtectionThe surge in AI data center construction (especially in Texas) raises concerns about water depletion and farmland loss. The host advocates for data center development but demands accountability and protection of agricultural resources.7. Iran Conflict & Global Oil SupplyDrone strikes on Iranian oil facilities threaten global oil supplies. The host warns that if the conflict continues, the world will face severe energy shortages within weeks.8. NextEra Energy Potentially Acquiring Dominion EnergyThis utility merger is analyzed as a strategic response to unprecedented power demands from AI data centers, though the host expresses uncertainty about its long-term benefits.9. Political Engagement & VotingThe podcast concludes with a call for civic participation—voting, local involvement, and accountability from politicians regarding energy policy and infrastructure.Overall Theme: Energy security, the failures of socialist policies, the need for domestic energy production, and the importance of strategic infrastructure investment.1.As Cuba Falls into Darkness, People See How Communism and Socialism Cannot Keep the Lights On2.UK Moves to Ban New North Sea Oil and Gas Licenses Permanently – UK Deindustrialization and further fiscal failure on the horizon3.The UAE is Doubling Down On Exports Around the Strait of Hormuz4.Who are the Winners and Losers from the China-US Meetings?5.UN Climate Panel Quietly Admits Its Doomsday Climate Scenarios Were ‘Implausible' – How much money has been spent on Net Zero because of lies?6.The data center doomers must be defeated – But not at the cost of our family farms and water7.Iran Attacks UAE Nuclear Plant: Drone Strike Hits Barakah Facility Amid Escalating Tensions8.NextEra Energy is possibly in Discussions to Acquire Dominion Energy: What does this mean for Consumers and Investors?9.AI Investments Keep Lining Up, But Are We Sure About Returns?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/

The closure of the Strait of Hormuz has brought the largest energy disruption the world has seen in decades. Adie Tomer, senior fellow in Metro, talks with Samantha Gross, director of the Energy Security and Climate Initiative, to break down the implications of this crisis for American consumers and the United States. Show notes and transcript. Follow The Current and all Brookings podcasts on Apple, Spotify, or wherever you get your podcasts. Send feedback email to podcasts@brookings.edu.

The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different. In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy. Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.

This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on how the oil and gas shock from the closure of the Strait of Hormuz is reshaping the outlook for clean energy, including how governments are rationing oil and gas use through policies such as work-from-home measures and lower speed limits. There is already evidence of increasing sales of alternatives, including EVs, heat pumps, and electric cookstoves. The shortage, however, is also expected to increase demand for coal as an alternative in countries like India and China, which have abundant domestic resources that provide energy security. The podcast discusses whether this could change long-term demand for oil and gas and the implications for Canada. They also consider some of the latest news in Canada, including last week's visit to Ottawa by IEA Executive Director Fatih Birol, and reports that the federal government is proposing to reverse the order of environmental approvals, allowing cabinet to green-light projects prior to the completion of technical assessments and approvals, along with implementing a maximum one-year review period. Finally, Premier Danielle Smith also traveled to Ottawa last week and left with a confident message about the delivery of the MOU.Content referenced in this podcast:Globe and Mail, “Canada should accelerate new energy infrastructure as market shifts, IEA chief says” (May 4, 2026) Latitude Media, Jigar Shah, “This isn't demand destruction. It's rationing.”  (April 24, 2026) Premier Danielle Smith's post on X regarding her positive meeting with Prime Minister Mark Carney on the MOU agreement (May 8, 2026) FT, Spencer Dale, “Why the Iran war might not spur a faster transition to low carbon energy” (May 4, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Amy MacIver speaks to international relations analyst James Ker-Lindsay about rising tensions between the United States and Iran, the fragile Gulf ceasefire and the growing fears of renewed conflict in the Strait of Hormuz region. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different. In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy. Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.

Here's the latest on the ongoing ASEAN Summit in Cebu, the Balikatan Exercise, and the impeachment case against VP Sara Duterte. - Narito na ang mga bagong balita mula sa Pilipinas mula sa ASEAN Summit sa Cebu, Balikatang exercise hanggang sa update sa impeachment ni VP Sara Duterte.

Gerard and Laurent welcome Tinne Van der Straeten, CEO of WindEurope—the leading voice of the wind industry in Europe, representing more than 600 members across the entire value chain. Tinne brings a distinctive perspective to the discussion. As Belgium's Minister for Energy during the 2022 Russian invasion of Ukraine, she experienced an energy crisis firsthand. Her background in policymaking offers a different vantage point from that of investors, shaped by the practical realities and trade-offs of government decision-making.  The conversation highlights that, despite ongoing challenges, wind energy continues to expand rapidly across Europe, with €45 billion in final investment decisions recorded in 2025. There is now a clear opportunity to repower first-generation onshore turbines, which could double installed capacity and potentially triple electricity generation. Offshore wind also stands out as a major growth area, with the North Sea remaining the central hub, while the Baltic Sea is developing steadily and early signs of momentum are emerging in Spain.  At the same time, the discussion points to the persistence of outdated, ideologically driven debates around energy sources—such as gas in Germany or nuclear in France—which increasingly feel disconnected from current realities. Policies like bans on onshore wind in Poland and offshore wind in Sweden illustrate decisions that risk slowing progress.  A central theme is the urgent need to electrify demand, particularly through the adoption of electric vehicles, heat pumps, and the expansion of data centers.  The conversation concludes by emphasizing that the missing piece is a large, integrated pan-European grid—potentially extending to Canada—combined with battery storage. Such infrastructure would accelerate decarbonization, support economic resilience, and help Europe regain control over its energy future.Sources:GWEC 2026 https://www.gwec.net/reports/globalwindreportWindEurope Wind Energy Statistics and Outlook Report https://windeurope.org/news/europe-invested-45bn-in-new-wind-energy-in-2025-market-tampering-would-put-future-investments-at-acute-risk/ WindEurope energy system cost study: https://windeurope.org/news/a-renewables-based-energy-system-will-save-europe-1-6-trillion/

Rick Rule discusses recent mining M&A including G Mining's acquisition of G2 Goldfields, which Rule views as uniquely accretive due to roughly $1B in 10-year operating and capital synergies from developing a unified district. They also cover Agnico Eagle's consolidation in Finland as a logical infrastructure-leveraging deal, its disciplined per-share accretion framework, and its junior investments as a “farm team” to gain toeholds and information advantages. Rule warns lithium is not scarce and sees many deposits chasing limited build capital, while noting uncertainty around direct lithium extraction. He argues Middle East energy shocks will most benefit uranium via energy-security policy shifts, explains factors in assessing mine builds and capital stacks, describes traits of elite geologists, and outlines his free natural-resource portfolio review service. 00:00 Intro 00:36 Rule Symposium Preview 03:40 G Mining Buys G2 06:29 Agnico Consolidates Finland 10:03 Agnico Junior Farm Team 13:52 Lithium M&A and DLE Risks 18:23 Middle East Shock Boosts Uranium 20:37 Can Juniors Build Mines 24:33 Spotting Elite Geologists 36:30 NextGen Uranium Premium 42:40 Portfolio Reviews and Wrap Up 43:58 Outro and Disclaimers Rule Symposium July 6-10 in Boca Rotan, FL: https://cvent.me/XOqdLa?via=mse If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Stay informed on current events, visit www.NaturalNews.com  - China's Energy Security and Trade Relations with Iran (0:11) - US Navy's Vulnerabilities and Future of Warfare (3:25) - Impact of US Naval Actions on Global Trade and Geopolitics (29:39) - China's Strategic Planning and Technological Advancements (42:29) - US-China Trade Relations and Rare Earth Elements (50:33) - China's Open Source AI and Cultural Acceptance of AI (1:16:29) - Geopolitical Implications and Economic Advice (1:21:34) 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:

14. Jim McTague and Lance Gatling discuss soaring oil prices impacting Pennsylvania and Tokyo. They examine Japan's strategic petroleum reserves and diplomatic efforts to de-escalate Middle Eastern tensionsaffecting energy security. (14)1970 ANANDALE SOUTH CAROLINA

16. China Navigates Trade Dependencies and Energy Security During War GUEST: Gordon Chang, Andrew Collier SUMMARY: Andrew Collier analyzes China's economic situation, highlighting its 15% industrial profit increase and massive strategic oil reserves. Despite these strengths, China remains vulnerable to global trade downturns and the ongoing property market collapse.,, China saw a 15% rise in industrial profits in early 2026, which may be attributed to global stocking of goods before the war,. The country is prepared for energy shocks with the world's largest strategic oil reserve, estimated to cover 140 days of imports,. However, Andrew Collier warns that China is extremely trade-dependent and faces growing international opposition to its tech exports, while its domestic property market is not expected to hit a bottom until at least 2027,,. (16)1922 ARABIA

In this episode of John Solomon Reports, we dive into the latest developments impacting national security and regulatory reform. President Trump has taken decisive action by dispatching ICE agents to airports, emphasizing a customer-friendly approach as TSA faces ongoing challenges. We also explore the delicate negotiations with Iran, where talks have shifted from the supreme leader to the head of the Iranian parliament, raising hopes for a potential peace settlement.Our first guest is former Congressman and current EPA Administrator Lee Zeldin, who discusses the significant rollback of the endangerment finding that previously allowed the government to regulate carbon emissions as public health concerns. Zeldin reveals the potential savings for American families resulting from this regulatory change.In the second segment, we welcome Fred Fleitz, former Chief of Staff at the National Security Council, who sheds light on alarming developments regarding Iran's long-range ballistic missile capabilities. His insights highlight the implications for European security and the broader geopolitical landscape.Economist E.J. Antoni joins us next to analyze the economic ramifications of the ongoing conflict with Iran and its impact on the U.S. economy. Finally, we conclude with an enlightening conversation with the CEO of Ghostbed, who shares how a revolutionary approach to mattress design has transformed the way we think about sleep and health.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

President Trump and Defense Secretary Pete Hegseth are demanding “more patriotic” coverage of the widening war in Iran. On this week's On the Media, hear how the Pentagon is cracking down on its publication, Stars and Stripes. Plus, fake AI images of the Iran war are proliferating, and they're getting more convincing. [01:00] Host Micah Loewinger breaks down the calls from the Trump administration for the media to produce “patriotic” coverage of the war in Iran. Plus, a closer look at the reporting by legacy outlets with journalist Minnah Arshad.  Arshad analyzed The New York Times' early coverage of the war, and found that Iranian victims were underrepresented. Next, Micah sits down with scholar Mahsa Alimardani to discuss fake AI images of the Iran conflict, and how AI detection tools are being used to discredit authentic footage. [22:30] Micah speaks with Samantha Gross, the director of the Energy Security and Climate Initiative at the Brookings Institution, to dissect the developing energy crisis being caused by the disruption of oil exports through the Strait of Hormuz. [37:54] Host Brooke Gladstone talks to Erik Slavin, Editor-in-Chief of Stars and Stripes, the independent, award-winning newspaper that has served the military for roughly a century, about the Pentagon's plan to crack down on their reporting and refocus their content away from “woke distractions.”  Further reading / watching: “First Draft: How the Media Manufactures Consent for War,” by Minnah Arshad and Andrew Perez “How AI Content Detection is Being Weaponized in the Iran War,” by Shirin Anlen and Mahsa Alimardani “The Fake Images of a Real Strike on a School,” by Mahsa Alimardani “Why Iran's disruption of the Strait of Hormuz matters,” by Samantha Gross, Caitlin Talmadge, and Melanie W. Sisson “Pentagon says it will ‘refocus' Stars and Stripes content,” by Corey Dickstein On the Media is supported by listeners like you. Support OTM by donating today (https://pledge.wnyc.org/support/otm). Follow our show on Instagram, Twitter and Facebook @onthemedia, and share your thoughts with us by emailing onthemedia@wnyc.org.

Here's your Daily dose of Human Events with @JackPosobiecYou get 101 nights to try Ghost Bed at home. If you don't feel the difference, you can send it back, risk-free. Right now, GhostBed is offering my audience their lowest prices of the season, plus an extra 10% off; just got to GhostBed dot com slash POSO and use promo code POSO. That's https://www.GHOSTBED.COM/POSOGo to https://www.BlackoutCoffee.com/POSO and use promo code POSO for 20% OFF your first order.Allegiance Gold helps you protect your savings and retirement with real, physical gold and silver — not paper promises. And right now, Allegiance Gold is making it even better. They'll donate 1% of qualified investments from my audience to Turning Point USA or another great America-First organization — in addition to the 1% you already qualify for. Go to https://www.protectwithposo.com or call (844) 577-POSO now.Support the show