National security considerations of energy availability
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Solar farms and cheaper energy sources could be key to getting more small players in the game. Latest data from MBIE shows total energy supply decreased last year, while renewable energy generation increased. Coal consumption dropped to a new record low, and natural gas consumption fell to its lowest level since 2008. Energy security expert David Keat told Mike Hosking solar farms are relatively cheap. He says small companies can build a solar farm up north, do a deal with a farmer, and supply power to the grid. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Welcome to Rate Payers First, where we cut through the noise on America's energy crisis. Join host David Blackmon, Stu Turley, and Frm Representative Jason Isaac as we expose the policies destroying your wallet, threatening national security, and crippling American energy independence. From windfall profit taxes to grid failures to Chinese equipment in our power lines—we're asking the questions Washington won't answer. Because affordable, reliable energy isn't a luxury. It's the foundation of prosperity, security, and freedom.This podcast is going out on both the Energy News Beat, and Energy Impacts Podcast and we highly recommend following Jason Isaac on his LinkedIn https://www.linkedin.com/in/jasonaisaac/, and also his website: https://americanenergyinstitute.com/Also check out David Blackmon's Substack https://blackmon.substack.com/, and The Energy News Beat Substack https://theenergynewsbeat.substack.com/1. Oil & Gas Pricing & Market DynamicsThe hosts debate President Trump's comments about oil companies "price gouging" on gasoline. They explain the "rocket and feather effect"—how prices spike quickly when supply concerns arise but take longer to fall. They note current gas prices are actually lower than during the Biden administration and lower than historical averages, despite public frustration.2. Windfall Profit Tax ConcernsDiscussion of proposed Democratic legislation (Ro Khanna and Bernie Sanders) to impose windfall profit taxes on oil companies. The guests argue this would ultimately harm consumers by raising costs and reducing investment, citing Texas as an example of how lower business taxes attract companies and economic growth.3. Data Centers & Critical Digital InfrastructureA major focus on the AI race against China and the importance of data centers. They contrast Governor Hokel's ban on data centers in New York with Governor Abbott's measured approach in Texas—a temporary halt to review environmental impacts. Key points include data centers' economic benefits (jobs, tax revenue, $1 billion to Texas education last year) and the need to protect water resources through responsible practices like desalination.4. Energy Grid Reliability & Market ReformExtensive discussion of Texas's grid challenges, including:Poor market design that doesn't reward reliabilityOver-reliance on intermittent wind and solar (53 GW added vs. only 3 GW of natural gas in 5 years)Rate payers bearing billions in costs to keep thermal plants on standbyLaunch of "Rate Payers First" coalition to advocate for consumer protection5. Supply Chain & National Security IssuesConcerns about Chinese equipment in the U.S. electrical grid, including:Chinese-made solar components and battery storage systemsRemote communication devices pinging back to ChinaThe incident at Camp Lejeune where a battery storage system was remotely restarted after being shut downNeed to bring manufacturing back to the U.S. and allied nations6. Wind & Solar Infrastructure ProblemsEnvironmental and practical concerns about renewable energy installations:Wind turbine graveyards in Sweetwater, Texas with disposal challengesOil leaking from turbine bases contaminating farmlandMassive concrete foundations making land unsuitable for future farmingPotential future "superfund sites" from damaged installations7. LNG & Energy ExportsCelebration of U.S. LNG production and exports as "freedom fuel" helping allies globally. Discussion of how American LNG is more affordable than alternatives and helps lift people out of poverty worldwide. Mention of major investments like Amazon's 7-gigawatt natural gas facility.8. Jones Act & Fuel SupplyThe importance of suspending the Jones Act (Merchant Marine Act of 1920) to allow cheaper fuel transport to California, Hawaii, Alaska, and Puerto Rico. Discussion of how the antiquated law drives up energy costs in these regions and harms industries like pharmaceuticals in Puerto Rico.9. California's Energy Crisis & National SecurityCalifornia's closure of refineries (down to 7 from 40) creates vulnerability for military bases and national security. The state's opposition to increased oil production threatens fuel supply for strategic military installations.10. Natural Gas Turbine ShortageA critical supply chain issue: 5-year waiting list for gas turbines, with old power plants being dismantled to salvage parts, limiting new natural gas generation capacity despite demand.The overarching theme is that affordable, reliable American energy is essential for economic prosperity, national security, and global stability—and that misguided policies (windfall taxes, renewable subsidies, Jones Act restrictions) undermine these goals.
Welcome to Rate Payers First, where we cut through the noise on America's energy crisis. Join host David Blackmon, Stu Turley, and Frm Representative Jason Isaac as we expose the policies destroying your wallet, threatening national security, and crippling American energy independence. From windfall profit taxes to grid failures to Chinese equipment in our power lines—we're asking the questions Washington won't answer. Because affordable, reliable energy isn't a luxury. It's the foundation of prosperity, security, and freedom.This podcast is going out on both the Energy News Beat, and Energy Impacts Podcast and we highly recommend following Jason Isaac on his LinkedIn https://www.linkedin.com/in/jasonaisaac/, and also his website: https://americanenergyinstitute.com/Also check out David Blackmon's Substack https://blackmon.substack.com/, and The Energy News Beat Substack https://theenergynewsbeat.substack.com/1. Oil & Gas Pricing & Market DynamicsThe hosts debate President Trump's comments about oil companies "price gouging" on gasoline. They explain the "rocket and feather effect"—how prices spike quickly when supply concerns arise but take longer to fall. They note current gas prices are actually lower than during the Biden administration and lower than historical averages, despite public frustration.2. Windfall Profit Tax ConcernsDiscussion of proposed Democratic legislation (Ro Khanna and Bernie Sanders) to impose windfall profit taxes on oil companies. The guests argue this would ultimately harm consumers by raising costs and reducing investment, citing Texas as an example of how lower business taxes attract companies and economic growth.3. Data Centers & Critical Digital InfrastructureA major focus on the AI race against China and the importance of data centers. They contrast Governor Hokel's ban on data centers in New York with Governor Abbott's measured approach in Texas—a temporary halt to review environmental impacts. Key points include data centers' economic benefits (jobs, tax revenue, $1 billion to Texas education last year) and the need to protect water resources through responsible practices like desalination.4. Energy Grid Reliability & Market ReformExtensive discussion of Texas's grid challenges, including:Poor market design that doesn't reward reliabilityOver-reliance on intermittent wind and solar (53 GW added vs. only 3 GW of natural gas in 5 years)Rate payers bearing billions in costs to keep thermal plants on standbyLaunch of "Rate Payers First" coalition to advocate for consumer protection5. Supply Chain & National Security IssuesConcerns about Chinese equipment in the U.S. electrical grid, including:Chinese-made solar components and battery storage systemsRemote communication devices pinging back to ChinaThe incident at Camp Lejeune where a battery storage system was remotely restarted after being shut downNeed to bring manufacturing back to the U.S. and allied nations6. Wind & Solar Infrastructure ProblemsEnvironmental and practical concerns about renewable energy installations:Wind turbine graveyards in Sweetwater, Texas with disposal challengesOil leaking from turbine bases contaminating farmlandMassive concrete foundations making land unsuitable for future farmingPotential future "superfund sites" from damaged installations7. LNG & Energy ExportsCelebration of U.S. LNG production and exports as "freedom fuel" helping allies globally. Discussion of how American LNG is more affordable than alternatives and helps lift people out of poverty worldwide. Mention of major investments like Amazon's 7-gigawatt natural gas facility.8. Jones Act & Fuel SupplyThe importance of suspending the Jones Act (Merchant Marine Act of 1920) to allow cheaper fuel transport to California, Hawaii, Alaska, and Puerto Rico. Discussion of how the antiquated law drives up energy costs in these regions and harms industries like pharmaceuticals in Puerto Rico.9. California's Energy Crisis & National SecurityCalifornia's closure of refineries (down to 7 from 40) creates vulnerability for military bases and national security. The state's opposition to increased oil production threatens fuel supply for strategic military installations.10. Natural Gas Turbine ShortageA critical supply chain issue: 5-year waiting list for gas turbines, with old power plants being dismantled to salvage parts, limiting new natural gas generation capacity despite demand.The overarching theme is that affordable, reliable American energy is essential for economic prosperity, national security, and global stability—and that misguided policies (windfall taxes, renewable subsidies, Jones Act restrictions) undermine these goals.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/
"I wish people understood that the pace of change across this region is not gradual anymore. It's moving very quickly and in many cases faster than traditional global markets expect." Conflicts and disrupted energy flows have put energy security back at the center of the conversation, and Yogaani Bhatia is seeing what that means for geophysics across the Middle East and beyond. Exploration is gaining renewed attention, Saudi Arabia is building out a major mining sector, and countries such as Uzbekistan and Kazakhstan are investing in geological knowledge and new resource development. Behind all of it is the same need: understand the subsurface well enough to make better decisions. And as investment accelerates, the challenge is not simply having better technology. It is having the people who know how to use it. KEY TAKEAWAYS > Energy security is making subsurface knowledge strategic again: Pressure on energy flows is reinforcing the need for secure, diversified resources. Exploration is increasingly viewed not only as a commercial activity, but as a strategic capability tied to long-term energy and resource security. > Some of the fastest change is happening across the Middle East, Central Asia, Africa, and Asia Pacific: Saudi Arabia is expanding mining, Central Asia is investing in geological knowledge, Africa is seeing renewed frontier exploration, and Asia Pacific is advancing offshore energy, CCS, and geothermal. > Energy and minerals draw on many of the same geophysics skills: Imaging, interpretation, data integration, and other subsurface expertise developed in oil and gas are increasingly crossing into mining, critical minerals, geothermal, and carbon storage. > Better technology still depends on people who know how to use it: The AI and digital conversation is shifting from whether the tools have value to how they improve workflows and decisions, while organizations also face a growing need to develop talent and transfer knowledge. THIS EPISODE PROUDLY SPONSORED BY HART ENERGY SUPER DUG Conference & Expo is Hart Energy's premier shale event and the largest event of its kind. If you're looking to stay ahead of what's next in U.S. shale, don't miss the 2026 SUPER DUG, happening September 15-17 in Houston. Join the industry's top operators, executives and investors for three days of market outlooks, strategic discussions and unmatched networking focused on the trends shaping the future of oil and gas. Register today at https://hartenergy.com/SUPERDUG26. Be sure to use promo code SD26-SEG at checkout to save on your registration. Be part of the conversations shaping the future of U.S. shale. LINKS * Find upcoming events at https://seg.org/events. * Read about GEOMIN 2025: A Global Debut in Mining Innovation and Collaboration at https://seg.org/news/geomin-2025-a-global-debut-in-mining-innovation-and-collaboration/. * Learn more about IMAGE '26 and register today at https://www.imageevent.org/. ABOUT SEISMIC SOUNDOFF Seismic Soundoff showcases conversations addressing the challenges of energy, water, and climate. Produced by the Society of Exploration Geophysicists (SEG) and hosted by Andrew Geary of 51 features, these episodes celebrate and inspire the geophysicists of today and tomorrow. Three new episodes monthly. See the full archive at https://seg.org/resources/podcast/.
The debate over Eskom’s future is heating up, with the National Union of Mineworkers rejecting plans for an independent Transmission System Operator. NUM says the restructuring could put jobs and public ownership at risk, while Eskom argues that reform can strengthen the electricity sector if it is carefully phased. After concerns raised by a listener about Eskom’s unbundling, Zain Johnson gets the union’s perspective from NUM National Energy Sector Coordinator Khangela Baloyi. 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/XJ10LBU Listen 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/NnFM3N Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Comments/ideas: ACFpod@outlook.comChan Yau Chong, leading thought-leader and co-founder of Climate Finance Asia, reveals why Hong Kong's solar revolution hasn't scaled and exposes the uncomfortable truth about Asian investors' grip on coal. We unpack the real barriers to Asia's energy transition: from fiduciary duty rhetoric masking climate inaction to the policy gaps holding back coal phase-out across Indonesia, Bangladesh, and Pakistan. Discover how climate finance can accelerate the shift from coal to renewables when institutions finally align investment with genuine impact.REF.: Climate Finance Asia insights and reports. ABOUT CHAN YAU: Chan Yau co-founded the CarbonCare Innolab (CCIL) in 2014 and is now the Board Advisor. Prior to overseeing CCIL, he served in the Hong Kong Government. He became an Executive Director of Oxfam Hong Kong and a member of the Board of Directors of Oxfam International. Thereafter, he joined the University of Hong Kong as the Director of Student Development for its Centre for Development and Resources for Students. He is the ex-President of the Hong Kong Blind Union and was a member of the Education and Publicity Subcommittee of the Council for Sustainable Development, an advisory committee to the Hong Kong SAR Government on sustainability issues. He was appointed Member of the Most Excellent Order of the British Empire (MBE) in 1995 for his outstanding service to the Hong Kong civil society and received the Ten Outstanding Young Persons Award in 1991. He was also named one of the “Leaders of 2011” by Sing Tao Publishing and an Honorary Fellow by the University of Hong Kong.Recomendations:[Policy Brief May 2026] Accelerating Coal-Fired Power Plant Retirement in Indonesia: From Policy Commitment to Executable Pathways: A Climate Finance Asia policy brief examining Indonesia's pathway to retiring coal-fired power plants, bridging the gap between government commitments and practical, financially feasible transition strategies. HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.
The Strait of Hormuz remains a flashpoint in the Middle East, with the US expressing hope that a deal to reopen the vital shipping lane is close, despite Iran denying direct negotiations. Africa Melane speaks to Zeenat Adam, Deputy Executive Director at the Afro Middle East Centre, about the latest developments. 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.
What if the solution to the alleged climate change was hiding in plain sight—literally in the smokestacks of power plants, factories, and boilers around the world? On this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Natan Shahar, founder of Standard Carbon, to explore a breakthrough technology that's turning CO2 emissions into pipeline-grade natural gas. Drawing inspiration from Mars mission architecture and driven by New York City's aggressive climate regulations,Standard Carbon has cracked the code on making clean energy economically viable—not through subsidies or carbon credits, but through clever energy arbitrage. With commercial systems already operating in Manhattan and Israel, and a growing pipeline of contracts from Europe to Pakistan, Shahar reveals why this technology could be the missing piece in the global energy puzzle, solving not just climate concerns, but the energy security crisis facing nations worldwide.For Blue States and Countries following Net Zero policies, this podcast is critical. Consumers and constituents want low-cost energy with the least impact on the environment. Couple that with wind and solar needing dispatchable power to fill in when the wind does not blow, or the sun does not shine. Producing natural gas out of CO2 that is burning from coal, or other industrial processes, is a real win for everyone. For countries that still have coal plants, this would be a much more cost-effective way to bring them into the Net Zero world rather than just shutting them down.1. Standard Carbon's Core TechnologyThe company produces pipeline-grade natural gas (methane) from CO2 emissions captured from combustion sources like power plants, boilers, cement factories, and refineries. They capture CO2 from smokestacks and convert it into usable natural gas through a process combining three established technologies: amine-based carbon capture, low-pressure alkaline electrolysis, and 19th-century Sabatier methanation chemistry.2. Operational Readiness & DeploymentStandard Carbon has deployed two commercial-scale systems—one in Israel (2023) and one in New York City (2025). The NYC system is publicly accessible in Manhattan and operated by the Grove School of Engineering at City College, providing transparent, third-party verification of the technology's effectiveness.3. Market Economics & Competitive AdvantagesThe business model focuses on three key factors:Cost of intermittent power: Using cheap, off-peak electricity (often negatively priced wind/solar power at night)Fossil fuel pricing: Competing against natural gas and LNG prices in different marketsRegulatory incentives: Carbon pricing and decarbonization mandatesThe company can produce gas competitively in markets like Europe and New York City, where LNG and fossil fuel prices are high.4. Geographic Market OpportunitiesPrime markets include:New York City: Most aggressive climate regulations globally (3x higher carbon price than EU)Europe & UK: Strong decarbonization regulations and high LNG pricesJapan, South Korea, Taiwan: Coal plants being reactivated; high energy security concernsPakistan: Energy security crisis driving interest in energy independenceSaudi Arabia & GCC countries: High oil-based electricity generation5. Energy Security & Geopolitical ContextThe Strait of Hormuz chokepoint is critical for global energy supply. Recent developments include:UAE and Saudi Arabia pipeline expansionsIraq's new Mediterranean pipeline projectsPakistan's LNG crisis and power shortagesQatar cutting LNG/LPG exportsEuropean dependence on energy imports6. Regulatory & Policy LandscapeBiden Administration: Inflation Reduction Act rejected "imaginary" renewable credits; requires real-time renewable useTrump Administration: Favors "firm" energy (batteries, geothermal, green molecules) over intermittent sourcesBoth administrations converged on prioritizing reliable, available energyNew Secretary of Energy Chris Wright emphasizes levelized cost of energy vs. electricity7. Carbon Credits vs. Real MoleculesStandard Carbon is moving away from carbon credit trading toward delivering certified clean fuel with chain-of-custody verification. Customers want actual low-carbon gas delivered through pipelines, not accounting credits—a more valuable business model than credit trading.8. Technology Origins & InspirationNatan's inspiration came from reading "The Case for Mars" by Dr. Robert Zubrin, which described producing rocket fuel from Mars's CO2 atmosphere. He adapted this concept for Earth-based applications after New York City passed aggressive climate legislation in 2019.9. Grid Resiliency & Data Center PowerA critical emerging use case: AI data centers require localized power generation near urban centers due to latency requirements. Gas-fired generation is the only practical option, making decarbonized gas essential for powering future AI infrastructure in cities.10. Intellectual Property & Competitive MoatStandard Carbon has filed extensive patents in the US and Europe to protect their integrated technology, though the core components are well-established. The competitive advantage lies in the integration and optimization rather than individual technologies.This is a compelling story about how existing technologies can be combined to address both energy security and decarbonization challenges in a commercially viable way.Follow Natan on his LinkedIn here: https://www.linkedin.com/in/natan-shahar-3ba84920/Check out Standard Carbon here: https://www.standardcarbon.com/Check the articles on 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/
Thaddeus McCotter and Judy Dempsey discuss Ukraine's strike on an Iranian vessel in the Caspian Sea, which complicates global energy security for Europe. This inland sea is a vital source of non-Russian energy. Dempsey reports that Germany is carefully observing the implications of this new front. The strike underscores the deep military connection between Russia and Iran regarding equipment exchanges. Meanwhile, recent polls show seven out of ten Americans oppose the Iran war. (3)1903
The UK is heavily exposed to global energy markets and has some of the highest electricity prices in Europe. At the same time, vast amounts of heat generated across industry and infrastructure go unused. Whether it should be called "waste" is a matter of debate, but could making better use of the energy we already produce be one of the biggest untapped opportunities in the energy transition? This week, Michael Liebreich is joined by Jonathan Maxwell, founder and CEO of SDCL, a specialist investment firm focused on energy efficiency. They explore why energy efficiency should be treated as a strategic resource, why “waste” heat could become one of Europe's most overlooked energy resources, and how Europe and the UK can strengthen its energy resilience following renewed tensions in the Strait of Hormuz. They discuss the economics of gas versus electricity, the rapid growth of AI-driven data centres and their power requirements, and how long-term infrastructure investment can help build a more resilient, affordable and efficient energy system. Topics covered in this episode: The Strait of Hormuz and Europe's energy security The UK's energy system and the cost of electrification Gas versus electricity pricing Debating “waste” heat and energy efficiency AI, data centres and growing power demand Powering and cooling next-generation infrastructure Infrastructure investment and portfolio management Europe's energy transition beyond the AI boom Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Jonathan Maxwell's bio: https://www.linkedin.com/in/jonathan-maxwell-a121a533/ Jonathan on Cleaning Up 2024: https://www.youtube.com/watch?v=vN2YWPqBPHk Jonathan on Cleaning Up 2023: https://www.youtube.com/watch?v=1OTbyOxYUpg Jonathan on Cleaning Up 2020: https://www.youtube.com/watch?v=Wqrtr2lePM8 Jonathan's substack: https://jonathanmaxwell.substack.com/ The Edge by Jonathan Maxwell: https://the-edge-book.com/product/the-edge-by-jonathan-maxwell/ SDCL: https://www.sdclgroup.com/ Ed Conway on Cleaning Up: https://www.youtube.com/watch?v=VhvEExdYeEU Robert Dunn on Cleaning Up: https://www.youtube.com/watch?v=juAyLAUmU3w Subscribe to our newsletter: https://cleaninguppod.substack.com/ Acronyms: LNG: Liquified Natural Gas JCPOA: Joint and Comprehensive Plan of Action CHP: Combined Heat and Power PUE: Power Usage Effectiveness CCHP: Combined Cooling Heat and Power EBITDA: Earnings before interest, taxes, depreciation, and amortisation Chapters: 00:00 - Europe's Energy Security 05:11 - Strait of Hormuz Impact 15:39 - Electrifying the UK 23:14 - Gas vs Electricity 28:56 - Waste Heat Debate 32:14 - Powering Data Centres 42:20 - AI Investment 46:42 - Cooling Data Centres 52:16 - Managing Energy Assets 01:06:47 - Outro
https://youtu.be/–TRke8F1qM Recorded July 26 and July 9, 2026 In Episode 161 of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds and host of the PetroNerds Podcast, is joined by Stu Turley of Energy News Beat for a wide-ranging discussion on the intersection of energy markets, geopolitics, and national security. Key Takeaways Iran’s threats to the Strait of Hormuz highlight the importance of resilient global energy infrastructure. U.S. oil and natural gas production continue to provide America with a significant economic and geopolitical advantage. China’s investments in coal, synthetic fuels, and energy stockpiling underscore its long-term focus on energy security. Europe’s energy policies continue to challenge industrial competitiveness and grid reliability. Reliable, affordable energy remains the foundation of economic growth and national security. The conversation begins with escalating tensions involving Iran and the strategic importance of the Strait of Hormuz. Trisha and Stu examine attacks on energy infrastructure and shipping, discussing whether Iran’s actions reflect growing leverage or increasing desperation. They also explore how expanding export infrastructure in Saudi Arabia and the United Arab Emirates is reducing dependence on one of the world’s most important maritime chokepoints. The discussion then shifts to the Strategic Petroleum Reserve and the contrasting energy strategies of the United States and China. While America remains the world’s leading producer of oil and natural gas—with crude production nearing 14 million barrels per day and natural gas output approaching 136 billion cubic feet per day—China continues investing heavily in energy stockpiles, coal-fired generation, and synthetic fuel production to strengthen its long-term energy resilience. Trisha explains why America’s energy abundance extends far beyond production. Refining capacity, pipeline infrastructure, LNG exports, petrochemicals, and manufacturing all contribute to a competitive advantage that supports economic growth while enhancing U.S. influence around the world. China’s approach provides a sharp contrast. The episode examines Beijing’s continued expansion of coal generation and coal-to-liquids projects as part of a broader strategy to reduce dependence on imported oil and prepare for future geopolitical disruptions. Rather than viewing these investments individually, Trisha and Stu discuss how they fit into China’s long-term planning for energy security. The conversation also explores Europe’s evolving energy landscape, including the consequences of reducing domestic coal, nuclear, and oil and gas production while increasing reliance on imported LNG. Trisha and Stu discuss how higher energy costs and declining industrial competitiveness complicate Europe’s efforts to expand defense spending and strengthen economic resilience. The episode concludes with a discussion on electricity markets, grid reliability, ESG and net-zero policies, American manufacturing, NATO, emerging trade relationships, and the growing strategic importance of LNG in global energy markets. The overarching theme is one that has become increasingly clear: energy security is national security. Countries that prioritize reliable, affordable, and scalable energy systems will be better positioned to support economic growth, strengthen national defense, and maintain geopolitical influence in an increasingly competitive world. Listen to the full conversation and subscribe to the PetroNerds Podcast for additional market analysis, geopolitical insights, and expert commentary on the forces shaping global energy.
Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Todd Staples, President of the Texas Oil & Gas Association (TXOGA). Together they discuss the current state of the U.S. oil and gas industries; oil and gas pricing, how it is determined and by whom; the reason gas prices fluctuate state to state; the short-term and potential long-term impacts the closing of the Strait of Hormuz will have on the U.S. oil and gas industries due to the war in Iran; the reason why oil prices have increased, but not as high as projected; the very important role the rail industry plays in the oil & gas supply chain; the growth of both U.S. oil and LNG exports, how that helps U.S. allies and the potential impact on the rail industry; and much more! Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast is now ranked in the Top 5% of all podcasts in the world!Don shared how he met 4-time Super Bowl Champion and Army veteran who served and was severely injured in the war in Vietnam, Rocky Bleier of the Pittsburgh Steelers at the recent Boots for Troops, Boots and Suits Gala in Houston, TX where Rocky was the Keynote Speaker.Prior to becoming President of the Texas Oil & Gas Association, Mr. Staples served in public service for many years including as a City Councilman, a Texas State Representative for District 11, a Texas State Senator for District 3, and as the 11th Texas Commissioner of Agriculture.The Texas Oil & Gas Commission is a statewide trade association representing every facet of the Texas oil and gas industry, including small independents and major producers.Todd and Don break down many myths about the oil and gas industries, starting with how oil and gas prices are determined, and not determined.Mr. Staples explains why he believes that U.S. Energy Security means National Security.Don and Todd discuss the continued war in Iran, the re-closing of the Strait of Hormuz, its impact on the U.S. oil and gas industries, and the potential impact on the rail industry.Todd explains the importance of oil and gas in our daily lives, and gives us incredible data that may surprise you!The Texas Oil & Gas Association has their own podcast called TXOGA Talks, hosted by their President, Todd Staples. Please check them out at www.TXOGA.org .If you like what we do, please leave us a 5-Star Review…and please Share the episode!LINKS MENTIONED: https://www.americanrailroading.nethttps://www.therevolutionrailgroup.com https://www.youtube.com/@americanrailroadingpodcasthttps://www.buymeacoffee.com/dwalshXhttps://www.enviroserve.comDon Walsh | LinkedInhttps://www.TXOGA.org https://www.RockyBleier.com https://www.Boots4Troops.org
In this episode, Fatih Birol examines how the Hormuz crisis is reshaping the global energy landscape and explores how countries may increasingly favor domestic energy sources that reduce reliance on fuel imports. Host: Vijay V. Vaitheeswaran, Philip D. Reed Senior Fellow and Director of the Energy Security and Climate Change Program Guests: Fatih Birol, Executive Director, International Energy Agency (IEA) Want more comprehensive analysis of global news and events sent straight to your inbox? Subscribe to CFR's The World This Week newsletter. To keep tabs on all CFR events, visit cfr.org/event. To watch this event, please visit it on our YouTube channel: DC In-Person: A Conversation With International Energy Agency Executive Director Fatih Birol
China's influence inside the United States may be far greater than most Americans realize. In this episode of The Tudor Dixon Podcast, Tudor Dixon sits down with Michael Lucci, Founder, CEO, and Chairman of State Armor, to examine how the Chinese Communist Party (CCP) is allegedly expanding its influence through election interference, higher education, critical infrastructure, birth tourism, and state-level infiltration. The conversation explores growing concerns over: China's alleged efforts to influence U.S. elections Birth tourism and the debate surrounding birthright citizenship CCP influence at American universities and research institutions National security risks involving data centers and critical infrastructure Chinese ownership near U.S. military installations Foreign influence in state governments and the judicial system Solar infrastructure, energy security, and cybersecurity vulnerabilities The Environmental Law Institute and environmental policy debates Media influence, propaganda, and America's response to China's global strategy Why state governments are becoming the front lines in protecting national security Tudor and Michael also discuss the broader geopolitical competition between the United States and China, the importance of safeguarding American institutions, and why many believe the country is entering a new era of strategic competition with the CCP.See omnystudio.com/listener for privacy information.
A gas platform in the North Sea is at the centre of a fierce debate that has divided the country: should the UK be expanding fossil fuel infrastructure or going all-in on renewables? The Rough Field gas facility wants to repurpose depleted gas fields to solve Britain's chronic shortage of energy storage. But should government funding go towards securing our current energy supply, or funding a greener future?This podcast was brought to you thanks to the support of readers of The Times and The Sunday Times. Subscribe today: http://thetimes.com/thestoryGuest: Jim Armitage, contributing editor, The Sunday TimesHost: Manveen RanaProducers: Micaela Arneson, Elle Scott. We want to hear from you - email: thestory@thetimes.comRead more: This rig could treble Britain's gas reserves, so why is it closing?Further listening: War, immigration, welfare: the in-tray for Burnham and his new cabinetClips: Parliament, BBC, The Guardian, LBC, Express, Sky News. Photo: Sunday Times Photographer Richard Pohle. Hosted on Acast. See acast.com/privacy for more information.
Send us Fan MailIn this episode Jonny Ball meets Royal Navy Veteran Andrew Bowie MP.Andrew grew up in Aberdeenshire spending the first years of his life in Alford, a village within the constituency of West Aberdeenshire and Kincardine. Andrew moved at a young age to the town of Inverurie.Upon leaving school Andrew joined the Royal Navy in which he served as an officer for 3 years, a career that took him around the world to Brazil, Bahrain, Gibraltar and The Falklands. His duties back home included work for the ceremonial events commemoration team. Following this Andrew returned to the North East, studying politics and history at the University of Aberdeen.Andrew began his political career in 2014 when he became the Conservative campaign manager for the North of Scotland, organising the 2014 European Election, the Scottish Independence Referendum and 2015 General Election. Andrew then worked for Conservative MEP Ian Duncan as his Parliamentary Assistant and Rural Affairs Policy Adviser. Andrew was recruited by Liam Kerr MSP following his election to the Scottish Parliament in 2016 where he was Head of Office based in the Scottish Parliament.In 2017 Andrew was selected as the Conservative and Unionist candidate for West Aberdeenshire and Kincardine. Andrew was elected with a total of 24,704 votes, a majority of 7,949. Andrew became the first Conservative MP for West Aberdeenshire and Kincardine since its creation in 1997.Since June 2017 Andrew has represented the people of West Aberdeenshire and Kincardine as their Member of Parliament in Westminster. In March 2018 he became the first new Scottish MP and the first of the 2017 intake, to be promoted when he was appointed as the Parliamentary Private Secretary to the Department for Digital, Culture, Media and Sport. In January 2019 Andrew was promoted to Parliamentary Private Secretary to the Prime Minister.In August 2019 Andrew was appointed Vice Chair of the Conservative Party, covering the Union and Youth within the party. Following a snap election in December 2019 Andrew was re-elected by the residents of West Aberdeenshire and Kincardine to represent them once again and was again re-elected in July 2024.Andrew was appointed Parliamentary Under-Secretary of State for Exports in October 2022 until February 2023. That month he was appointed Parliamentary Under-Secretary of State in the new Department for Energy Security and Net Zero. Following the election on the 4th July 2024 Andrew was appointed Shadow Minister for Veterans and Shadow Minister for Energy. Since the election of Kemi Badenoch as Leader of the Conservative Party Andrew has served as Shadow Secretary of State for Scotland and Shadow Minister for Energy.There are many way to support our show, including leaving a review or subscribing, becoming a sponsor, or you can give via the links below.This podcast is produced by The Great Campaigns Company Ltd- delivering great campaigns for great people.Support the show✅Support The Show Help Us Grow! Help us reach more veterans by donating the cost of a cup of coffee today...
Jake Jurewicz is the Co-founder and CEO of Blue Energy, a nuclear power plant developer. Blue Energy starts with proven, light water reactors and builds everything around them — prefabricating standardized nuclear plants as massive modules in shipyards and fab yards, then barging them to site. It pairs that with a patented gas-to-nuclear approach that energizes the plant on gas turbines first and converts to nuclear later. The goal is to make nuclear cheap enough and fast enough to build that private lenders will finance it, rather than the taxpayers and ratepayers who've carried almost every plant built so far. The company recently announced a collaboration with GE Vernova on a 2.5-gigawatt gas-plus-nuclear project in Texas, built around GE Vernova Hitachi's BWRX-300 reactor, with backing from VXI Capital, At One Ventures, and Engine Ventures. The why now is straightforward: AI data centers are pulling on the grid harder than anything in a generation, firm clean power is scarce, and the cost and speed of building nuclear have been the thing holding it back. Jake's bet is that the fix lives in how you build and finance the plant, rather than in the reactor itself. Episode recorded on June 10, 2026 (Published July 21, 2026) In this episode, we cover: (0:00) Overview of Blue Energy (2:20) Why construction, not reactor tech, is the focus (5:32) Two innovations: modular construction and gas-to-nuclear (6:56) Why proven light water reactors beat new designs (9:39) Building nuclear like LNG terminals (11:57) The history of shipyard-built nuclear power (14:17) Lessons from Venture Global's LNG buildout (16:44) Why megamodules cut construction costs (20:43) What Blue Energy builds versus buys (22:14) Why civil construction, not the reactor, drives cost (25:14) Navigating NRC approval for gas-to-nuclear (28:21) Why customers still want nuclear after gas (32:56) The first project: Victoria, Texas (36:00) Financial innovation to unlock private capital (39:19) Blue Energy's biggest execution risks (43:32) Where nuclear heads next (46:59) Commercial criticality beyond the chain reaction (48:20) Nuclear's role in energy security and geopolitics Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant
What does Andy Burnham's purge of Starmer loyalists from the top of government tell us about how the new British prime minister will govern the UK? Why did Ed Miliband drop his ten-year Energy Security and Net Zero project to become Foreign Secretary? Can Burnham end rough sleeping nationally, after struggling to do so in Manchester? Join Rory and Alastair as they answer all these questions and more. __________ Enjoy Rory and Alastair's interview with Maggie Haberman and Jonathan Swan by searching ‘Leading' on Spotify, Apple, or YouTube. Go deeper into the world of The Rest Is Politics by signing up for our free newsletter HERE, featuring exclusive interviews, analysis and weekend reads from Alastair and Rory. Join The Rest Is Politics Plus. Start your free trial at therestispolitics.com to unlock exclusive bonus content – including Rory and Alastair's miniseries – plus ad-free listening, early access to episodes and live show tickets, exclusive newsletters, discounted book prices, and a private chatroom on Discord. The Rest Is Politics is powered by Fuse Energy. Stop overpaying for energy. Switch at fuseenergy.com/politics and get a free TRIP+ subscription.
What if the biggest obstacle to nuclear energy was never the technology — but the story? Jon Wentzel, Senior Vice President of Communications at the Nuclear Energy Institute, joins host Keith Zakheim to trace how nuclear messaging shifted from defending safety to explaining scale. "It's really changing the way we communicate about the solutions that we can provide," Wentzel says. He unpacks Wyoming's Kemmerer project, coal-to-nuclear job conversions, and why fuel security matters more than ever. For energy leaders and communicators: how do you build trust before the bulldozers arrive?Jon Wentzel is Senior Vice President of Communications at the Nuclear Energy Institute (NEI), where he leads media relations, executive communications, digital strategy, and public affairs for the industry's national trade association. Before joining NEI in 2017, he spent roughly 25 years in large advertising and public relations firms, including a decade at Ogilvy, where he helped major brands shape their sustainability stories. Since arriving at NEI, Wentzel has helped guide the nuclear industry's communications through a pivotal era — from defending plant closures to messaging a genuine construction and innovation renaissance driven by demand growth, decarbonization, and energy security. In This Episode: (00:00) Introduction and guest Jon Wentzel's background (03:33) Jon Wentzel's career journey into nuclear (09:26) The central Age of Adoption question (10:34) Jon explains three inflection points reshaping nuclear industry communications (14:39) Community engagement, Wyoming's Kemmerer project, coal-to-nuclear jobs discussed (20:03) Energy resiliency, security, and how nuclear fuel refueling works Share with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions! About the show: The Age of Adoption podcast explores the monumental transition from a period of social, economic, and environmental research and exploration – an Age of Innovation – to today's world in which companies across the economy are furiously deploying sustainable solutions – the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age. This podcast is brought to you by Antenna Group, a global marketing and communications agency that partners with Fully Conscious brands — those with the courage to lead transformative change across Climate & Energy, Real Estate, Health, and beyond. Our clients include visionary corporations, startups, investors, and nonprofits who recognize that meaningful impact requires more than awareness; it demands bold action. In today's Age of Adoption, where every sector must incorporate sustainable solutions into foundational systems, we amplify brands standing at the forefront of change, shaping a better future for our planet and its people. To learn more, visit antennagroup.com. Resources: Jon Wentzel: https://www.linkedin.com/in/jon-wentzel-0a31bb1/ Nuclear Energy Institute: https://www.nei.org/Antenna GroupKeith Zakheim LinkedIn
Judy Dempsey discusses the US naval blockade of Iran and European concerns over energy security. She argues that European leaders find Trump's policies unpredictable and emphasizes that the future must be built on transparency, democracy, and accountability to counter the rise of authoritarian models like communist China. (15)
In this episode of the Look Forward podcast, S&P Global experts Deepa Kumar and Gauri Jauhar examine how the Middle East conflict is stress-testing India's economy through energy dependence, trade exposure, remittances, currency pressure, inflation, and geopolitical balancing. They discuss why this shock is more multi-layered than past crises and how India's resilience is being challenged even as government support, infrastructure spending, and private-sector cost absorption continue to provide buffers. The conversation also explores how India is using the crisis to accelerate longer-term reforms in energy security, industrial policy, and global trade strategy. From diversifying oil and gas suppliers and expanding storage capacity to leveraging free trade agreements, production-linked incentives, renewables, nuclear, and domestic exploration, the episode frames the current moment not only as a test of resilience but as a potential catalyst for India's next phase of transformation.
This week's podcast is the final episode before Peter and Jackie take a summer break. The show will return to its weekly schedule in September. The episode begins with oil market news, as conflict with Iran flares up again and the Strait of Hormuz re-emerges as a critical chokepoint. Peter and Jackie discuss higher-than-expected global oil inventories at this point in the conflict, recent demand trends, and changes in China's oil imports. While longer-term shifts, including substitution and the rerouting of oil around the Strait, are easier to anticipate, the short-term outlook remains highly uncertain. Next, they recap the Calgary Stampede pipeline announcements, including the proposed West Coast oil pipeline and the earlier-stage Alberta-to-Ontario project. They also revisit frequently asked questions raised in conversations with the media and industry over the past week. Finally, they review the news of Meta's proposed $13 billion Alberta data centre project, along with the Greenlight Limited Partnership power project announced on July 2. They close by considering growing opposition to data centres, a topic Peter discussed at the Upper Bound conference in Edmonton this past May, where he participated on a panel exploring what the AI industry can learn from the energy sector. Content referenced in this podcast:Alberta's West Coast Oil Pipeline Submission to the Major Projects Office (July 2, 2026) Jackie Forrest's Globe and Mail op-ed “The Iran war, the Saudis' bold bet and why Canada needs a new pipeline” (May 6, 2026) Jackie Forrest's Globe and Mail op-ed “Finally, Canada steps up as the energy superpower the world needs it to be” (July 1, 2026) Chris Varcoe in the Calgary Herald “Meta unveils massive $13B, gigawatt-scale development in Alberta, Canada's largest data centre” (July 8, 2026) Meta's Sturgeon Data Centre information Upper Bound conference in Edmonton, recording of the conference panel on What AI can learn from the energy sector's scars that Peter Tertzakian participated in (held May 2026) A report by Data Center Watch on opposition (Q1 2026 update)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/Check us out on social media:X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
How should investors think about energy security in a world where trade routes, supply chains, and national policy are becoming more closely linked? In this episode, Sean Kenney alongside guests Jeff Wakelin and Omar Hashem explain how geopolitics are impacting energy markets, including why the Middle East war is creating risks for companies and consumers but also leading to new cross-sector opportunities for investors. Distributed by: U.S. – MFS Institutional Advisors, Inc. ("MFSI"), MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America – MFS International Ltd.; Canada – MFS Investment Management Canada Limited.; Note to UK and Switzerland readers: Issued in the UK and Switzerland by MFS International (U.K.) Limited ("MIL UK"), a private limited company registered in England and Wales with the company number 03062718, and authorised and regulated in the conduct of investment business by the UK Financial Conduct Authority. 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Description: Key Takeaways: Build a Self-Reliant Business: Strong businesses are less dependent on outside systems. Becoming more self-reliant helps improve stability and resilience during unexpected challenges. Invest in Energy Independence: Adding energy solutions like solar panels can reduce electricity costs and protect a business from power outages or rising energy prices. Diversify Your Income: Relying on just one source of income or one supplier increases risk. Having multiple revenue and resource streams helps a business stay competitive. Turn Savings Into Growth: Lowering energy costs can free up money to invest back into the business, creating new opportunities for long-term growth. Use Energy Wisely: Working with the power grid while also building your own energy capacity can create a more reliable and cost-effective energy strategy. Chapters: Timestamp Summary 0:00 Building Business Independence Like a Sovereign Nation 2:41 Diversifying Business Strategies for Global Success 4:55 Achieving Grid Independence for Energy Security and Flexibility 6:59 Achieving Financial Independence Through Energy Self-Sufficiency 11:01 Improving Balance Sheets Through Smart Money Moves Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
A massive convergence of artificial intelligence, energy and security is sparking what is likely to be the largest and longest energy investment cycle in history, according to Morgan Stanley. Driven by the demands of AI data centers and a strategic shift from "just-in-time" cost efficiency to "just-in-case" resilience, more than $5 trillion in new-energy investments is projected for Asia over the next five years. Mayank Maheshwari, equity analyst at Morgan Stanley, joins John Lee on the Asia Centric podcast to break down this monumental shift. They discuss the rewiring of regional supply chains, how these investments will be financed, and the far-reaching implications across every asset class, sector and geography.See omnystudio.com/listener for privacy information.
Get in touch - leave me a messageWhat if electrification is no longer just a climate solution — but an energy security strategy?In this episode of Climate Confident, I'm joined by Gavin Mooney, an independent energy transition advisor working across utilities, electrification, and energy markets. We look at Australia as a live test case for the energy transition: a country rich in coal, gas, sunshine, and wind, yet still exposed through imported diesel, freight, mining, agriculture, and long-distance transport. That contradiction matters. For climate tech, decarbonisation, net zero, emissions reduction, and policy, it changes the frame from “cleaner energy” to “who controls the energy system?”You'll hear why rooftop solar has become normal in Australia, with more than one in three homes now generating power from the roof, and why home batteries are scaling faster than many expected. We dig into how storage is changing the economics of solar, why virtual power plants are running into a trust problem rather than a technology problem, and why smart tariffs may prove more effective than utilities trying to take control of assets people bought themselves.You might be shocked to learn how quickly diesel vulnerability can reshape thinking on EVs, electric trucking, and resilience. We also touch on India, Pakistan, Nigeria, Lebanon, Ethiopia, Nepal, and Vietnam — places where the energy transition is moving in ways that rarely make the headlines, but absolutely should.
The geothermal landscape has evolved quite a lot in the last 5 years since I began recording episodes here on this show, we have seen billions in capital raised, successful pilots, full scale commercial projects constructed and lately a record breaking IPO. Zooming in, 5 years ago I sat down with then fairly new startup Sage Geosystems to talk about their unique EGS tech, plans for the future and what they hoped to accomplish. Fast forward to today, they have deployed their first grid connected commercial project, raised significant capital and put together a gigawatt pipeline they are actively working to bring to market. Sage Geosystems https://www.linkedin.com/company/sage-geosystems/posts/?feedView=all Cindy Taff https://www.linkedin.com/in/cindy-d-taff-53b77a57/ CORE Knowledge https://www.linkedin.com/company/core-geothermal Nick Cestari https://www.linkedin.com/in/nick-cestari-48059268/
Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance. Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/1. Stock Market Performance & Economic OutlookPaul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include:Strong company balance sheets and a robust economyThe technology boom (particularly AI) being only in its "second inning"Upcoming major IPOs (SpaceX, ChatGPT's parent company, Anthropic) absorbing investment capitalExpectation for a strong finish to 2026, with 2027 projected to be even stronger2. Precious Metals & Alternative AssetsDiscussion of gold, silver, and cryptocurrency markets:Central banks now own more gold than US Treasury holdings (a historic shift)Silver shortage driven by AI demandCryptocurrency experiencing recent drops but viewed as an alternative asset classDisconnect between paper and physical delivery in commodities markets3. Oil & Energy MarketsCritical energy security topics:Volatility in WTI vs. Brent crude pricingStrait of Hormuz disruptions causing 11.8 million barrels of production shortfallStrategic oil reserve refilling and pipeline expansion globallyEnergy sector positioning as a strong investment for 20274. Federal Reserve & Interest RatesAnalysis of monetary policy under new Fed chair Kevin Warsh:Inflation expected to be "transitory"Interest rates likely to remain flat through 2026, with potential decreases in 2027Impact on housing market and consumer economyConcerns about rising interest rate expenses choking the economy5. AI & Data Center InfrastructureEmerging challenge of powering AI growth:Texas ERCOT facing massive mismatch: 220 GW of planned data centers vs. 84 GW peak capacityTech giants (Google, Microsoft) investing in data centers and providing power couponsElon Musk's concept of space-based data centers as a future solutionSilver shortage linked to AI semiconductor demand6. Political & Geopolitical LandscapeDiscussion of elections, trade blocks, and international relations:2026 US elections and political volatilityEmerging trading blocs: net-zero aligned nations vs. energy-security focused nationsJapan's economic challenges with interest rate increasesCanada-US relations and potential realignmentTaiwan's strategic importance7. Investment Strategy & 401(k) AdvicePractical guidance for investors:Avoid market timing; stay invested in index funds60-40 asset allocation recommended for those near retirement"Buy the dips" strategy has been successfulInflation hedge necessary for long-term retirement planning8. Energy Security & PreparednessPersonal preparedness and infrastructure:Importance of energy independence at homeSolar battery backup systems ($700-800)Starlink as backup communication and internet infrastructureStrategic importance of LNG and natural gas going forwardThe podcast emphasizes that energy security starts at home and explores how geopolitical shifts, technological innovation, and market dynamics are reshaping investment opportunities and global trade relationships.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/
This was a fun discussion around Energy Security and the importance to consumers. Neil Chatterjee, Chief of Governmental Affairs, Palmetto, stopped by, and we had a wild discussion. Neil was also the Chairman and Commissioner of the Federal Energy Regulatory Commission.1. Palmetto's Consumer-Focused Clean Energy PlatformNeil Chatterjee discusses his role as Chief of Government Affairs at Palmetto, a company that democratizes access to clean energy technologies like solar, heat pumps, storage, HVAC systems, and smart meters. The key innovation is their leasing model, which makes these technologies affordable for average Americans by removing the need for large upfront capital investments. Palmetto also provides financing and uses AI to optimize energy efficiency.2. Energy Security and IndependenceThe conversation emphasizes how consumers can achieve personal energy independence through behind-the-meter solutions. This addresses rising electricity bills (increasing 230% in some areas due to data centers) and provides protection against grid strain during peak demand periods. The concept of "energy security starts at home" is central to this discussion.3. Data Centers and AI InfrastructureA significant portion focuses on the rapid expansion of data centers in regions like Northern Virginia ("Data Center Alley"). While acknowledging benefits (tax revenue, improved community infrastructure), the hosts discuss the challenges: increased power demand, potential grid strain, and the need for strategic siting in cooler regions with adequate water access. They debate the importance of winning the AI race against China for national security.4. AI's Positive and Negative ImplicationsNeil advocates for focusing on AI's real-world benefits—curing cancer, improving energy efficiency, optimizing grid management—rather than the controversial narrative about job displacement. He warns that blocking AI through data center moratoriums would only increase costs and exacerbate inequality, as only wealthy entities could afford premium AI services.5. Energy Policy and the "All of the Above" ApproachThe hosts discuss the need for a balanced energy strategy combining fossil fuels (natural gas, coal, oil), renewables (solar, wind), nuclear, and emerging technologies like storage and demand response. They emphasize that the U.S. cannot transition to clean energy without fossil fuels in the near term, particularly in regions like Kentucky and Southwest Virginia.6. Geopolitical Energy DynamicsThe Strait of Hormuz blockade is highlighted as a wake-up call about global energy vulnerability. The discussion covers how U.S. LNG exports provide geopolitical advantage to allies and reduce dependence on Middle Eastern oil and Russian gas. However, they caution against trading that dependence for reliance on Chinese critical minerals and components.7. Political Polarization in Energy PolicyNeil critiques how energy policy has become unnecessarily polarized—fossil fuels associated with the political right, clean energy with the left. He proposes a vision where "red supply feeds blue demand": clean energy manufacturing in red states supplies power to population centers in blue states, potentially breaking the political gridlock.8. Grid Modernization and TransmissionThe discussion includes the need for easier permitting to build transmission lines, natural gas pipelines, and grid-enhancing technologies. A Texas grid operator's proposal to approve data center applications in batches (rather than individually) is highlighted as an innovative approach to managing complex infrastructure challenges.This episode presents a nuanced view of America's energy future, balancing economic growth, technological innovation, energy security, and environmental concerns.Get more information on Palmetto here: https://palmetto.com/Connect with Neil on his LinkedIn here: https://www.linkedin.com/in/neil-chatterjee-121127212/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/
Bo French says he grew up in Midland, Texas, in a family tied to the oil and ranching industries, later worked in energy-related business, and took over the family company after his father died. He describes entering politics through a 2016 legislative run, later becoming Tarrant County Republican chair, and says he focused on fundraising, party unity, and boosting turnout in a county he saw as moving left. He says his run for the Texas Railroad Commission was driven by concern over new environmental rules that he believes hurt smaller oil and gas operators and raise costs for consumers and workers. French also discusses his comments on Islam and immigration, his view that newcomers should accept U.S. laws and culture, and says he won despite heavy opposition before facing a left-wing opponent in the general election. Connect with Bo French
The UK has set one of the most ambitious energy targets in Europe: a fully clean power system by 2030. But achieving it will require a transformation of the country's electricity network, unprecedented levels of renewable investment, and difficult political and regulatory decisions.Recorded in Whitehall, Richard Sverrisson sits down with Chris Stark, Head of UK's Mission for Clean Power, UK Department for Energy Security and Net Zero, to discuss whether the country is on track to meet its target and what still stands in the way.Can the UK build the grid, generation and flexibility needed in time? And what lessons could the rest of Europe learn from its approach?The conversation explores the UK's efforts to reform grid connection queues, accelerate infrastructure delivery, expand battery storage, develop new nuclear capacity and strengthen links with European energy markets. Or as Chris Stark put it the tough choices needed to “ungum the system”.#PluggedInPodcast #EnergyTransition #CleanPower2030 #EnergyPolicy #GridInfrastructure #RenewableEnergy #EnergySecurity #NetZero #ChrisStarkHost:Snjólfur Richard Sverrisson – Editor-in-Chief, Montel NewsGuest: Chris Stark – Head of Mission Control for Clean Power 2030, Department for Energy Security and Net ZeroEditor: Alexandra CarlonProducer: Alexandra Carlon
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/
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
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.
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
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
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
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.
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.
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.
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
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.