Podcasts about global oil

PREVIEW FOR LATER: John Hardieexamines how the Iran war affects Ukraine's defense and global oil markets. He details U.S. Treasury waivers on Russian oil sanctions intended to mitigate supply disruptions caused by the Strait of Hormuz closure. (3)UKRAINE

From the Middle East to global energy markets, Tara breaks down the strategic moves reshaping the world. Learn how Israel and the U.S. are countering Iran, the risks for Marines on the ground, the geopolitical ripple effects on Russia, China, and Venezuela, and why Democrats are panicking over Trump's energy moves. Plus, get insights on flu and COVID vaccines and what the CDC isn't emphasizing. SUMMARY In this episode, Tara dives deep into international conflict, energy policy, and public health: Middle East & Iran War: The new Iranian leadership has not been publicly seen—proof of life remains unverified. Israel plays a pivotal role in countering Iran and Hezbollah, carrying out strikes, intelligence operations, and targeted removals of Iranian nuclear scientists. Limited U.S. ground operations may be deployed in key strategic areas like the Strait of Hormuz, aiming to cripple Iran's oil economy. The broader regional impact spans 12 countries, influencing alliances with Arab nations, Russia, India, China, and NATO dynamics. Energy & Oil Policy: Trump's moves to lift certain Russian oil sanctions are set to drop global oil prices, reversing Democrat-inflated energy costs caused by prior sanctions. These shifts have major implications for U.S. households, global oil markets, and geopolitical power, including China's economic positioning and Russia's oil influence. Public Health Spotlight: Flu vaccines: 200–250 reported deaths annually, possibly up to 1,000 due to underreporting; CDC reports vaccine effectiveness as low as 25% and often readjusted downward over time. COVID vaccines: Adenovirus-based vaccines linked to rare but dangerous blood clots, with media coverage downplaying the risks. Tara emphasizes informed consent and questioning medical advice. Domestic Security & Policy: Highlights recent terror-related incidents in the U.S., including attacks linked to Hezbollah and ISIS, and how failures in immigration and gun law enforcement contributed. Straw purchasing and federal gun enforcement policies under Biden are analyzed as contributing factors to domestic security vulnerabilities. KEY TALKING POINTS Israel's intelligence and military operations against Iran and Hezbollah Strategic implications of potential U.S. limited ground operations Trump's energy policy and lifting of Russian oil sanctions Impact on global oil prices, Russia, China, India, and NATO CDC data on flu and COVID vaccine effectiveness and risks Domestic terror threats, immigration policy failures, and gun enforcement issues SOCIAL MEDIA BLURB From Iran to oil markets, Israel to U.S. Marines, Tara exposes the strategies reshaping the world

Tara breaks down today's top stories: Israel's covert and overt operations against Iran, the strategic moves reshaping oil markets, domestic security failures, and what you're not being told about flu and COVID vaccines. From geopolitics to public health, this episode exposes the untold connections influencing your world. SUMMARY Middle East & Iran Conflict: Iran's new leadership remains unseen publicly; proof of life is still demanded by many. Israel is leading covert operations, striking Hezbollah targets across Lebanon and taking out key Iranian nuclear scientists. Limited U.S. forces may be deployed in strategic zones, like the Strait of Hormuz, to control oil flow and pressure Iran economically. Regional conflict impacts 12+ countries, influencing Arab nations, Russia, India, China, and NATO dynamics. Israel's intelligence and military actions prevent a broader escalation and protect U.S. strategic interests. Global Energy & Oil Markets: Trump's lifting of Russian oil sanctions threatens to dramatically lower global oil prices, reversing artificial inflation caused by prior sanctions. Lower oil prices impact U.S. households, the global economy, and geopolitical leverage, including pressure on China and Russia. Democrats are panicking over oil price drops and the potential shift in global energy control. Public Health Insights: Flu vaccines: CDC reports 20–25 deaths per year, potentially underreported by 10x, with effectiveness as low as 25%. COVID vaccines: Adenovirus-based vaccines linked to rare blood clots; media coverage downplays risks and avoids full disclosure. Tara emphasizes informed consent, questioning medical guidance, and reviewing CDC data critically. Domestic Security & Policy Failures: Terror incidents in the U.S., including individuals with Hezbollah contacts, highlight gaps in immigration and gun enforcement policies. Straw purchasing loopholes and DOJ enforcement failures contributed to weapons ending up in criminal hands. Biden-era policies are analyzed as exacerbating domestic vulnerability to terrorist threats. Political Context & Strategy: U.S. global strategy is reshaping alliances, constraining Iran, and influencing energy flows. Trump's moves in energy, military readiness, and sanctions highlight contrasts with prior administration policies. Changes affect global power structures, including NATO, Russia, China, and Latin America, creating a pivotal historical inflection point. KEY TALKING POINTS Israel's multi-front operations in Lebanon and Iran Strategic implications of potential U.S. limited ground operations in the Middle East Global oil markets and Russian sanctions reversal Vaccine safety, CDC reporting, and public awareness Domestic security, immigration, and gun enforcement failures Broader geopolitical effects on NATO, China, Russia, and Latin America SOCIAL MEDIA BLURB Israel strikes, Iran tensions, global oil shocks

Oil markets swing wildly as tensions in the Strait of Hormuz escalate. The panel breaks down tanker attacks, Iran's $200 oil threat, the strategic petroleum reserve debate, and the growing economic cost of the Iran conflict as war spending surpasses $11B in just days.

Fuel Price Surge Looms as Global Oil Prices Spike by Radio Islam

As Iran has tightened its chokehold on one of the world's most vital shipping routes and the Trump administration sent mixed signals about how long the war would last, oil prices have swung wildly. Rebecca F. Elliot, who covers energy for The New York Times, explains just how much the world depends on that route — the Strait of Hormuz — and how quickly shutting it down can throw global energy markets into chaos. Guest: Rebecca F. Elliott, who covers energy for The New York Times. Background reading:  How war in the Middle East is choking off the world's oil and gas. A jump in oil prices was a sign of growing concern that the war will continue to take a toll on energy supplies. Photo: Nicolas Economou/Reuters For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.  Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The war with Iran is turning into what is now being described as Death Valley, not on land but at sea.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

IEA agrees to release record 400 million barrels of oil to address supply disruption, President Donald Trump told Axios that the war would end soon, TODAY Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library TODAY March 11th from 6:30pm to 8:30pm

The Gary & Shannon Show Hour 1 (03.11) - Gary & Shannon kick off the morning with global tension, sports chaos, and a very unfortunate scent situation.• Iran tensions escalate as threats to mine the Strait of Hormuz put roughly 20% of the world’s oil supply at risk. The U.S. begins targeting mine-laying vessels while the International Energy Agency announces a historic 400 million barrel emergency release.• Reports surface that Iran’s new supreme leader was injured during Operation: Epic Fury, fueling speculation after he missed a public rally.• Gas prices surge in Los Angeles as global oil fears grow.• A wild night in sports: an 83-point NBA performance sparks tanking debates, Italy stuns Team USA in the World Baseball Classic, and the Ravens move on from Max Crosby.• Seven Disneyland employees are hospitalized in a hazmat incident, sending Gary down memory lane with his own infamous Disneyland scent stories.• Plus, a major tornado outbreak hits the Midwest while Southern California braces for record heat, prompting the question: should the show move outside again?See omnystudio.com/listener for privacy information.

IEA agrees to release record 400 million barrels of oil to address supply disruption, President Donald Trump told Axios that the war would end soon, TODAY Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library TODAY March 11th from 6:30pm to 8:30pmSee omnystudio.com/listener for privacy information.

How is the war with Iran impacting global oil prices—and could the Strait of Hormuz trigger the next energy crisis? In this episode, Lisa sits down with former U.S. Energy Secretary Dan Brouillette to break down the extreme volatility in the oil markets, the risks facing global shipping, and how energy traders are trying to price uncertainty during a geopolitical conflict. Brouillette explains why oil prices surged from the mid-$70s to $120 in just hours, how the Trump administration’s proposed $20 billion tanker insurance backstop could stabilize shipments through the Strait of Hormuz, and why the Strategic Petroleum Reserve is at a dangerously low level. He also reflects on how deregulation during the Trump administration helped make the United States a net energy exporter and what that means for energy security today. The conversation also explores the global implications of bringing Venezuelan oil back into the market, China’s reliance on discounted energy, and how geopolitical shifts could reshape the world’s energy supply. Plus, Brouillette discusses the massive power demand coming from AI and data centers, why nuclear energy may be the key to meeting future electricity needs, and how cybersecurity and quantum computing could transform energy infrastructure. Topics covered include: Why oil prices are swinging wildly during the Iran conflict The strategic importance of the Strait of Hormuz Trump’s tanker insurance plan and global shipping risks The state of the U.S. Strategic Petroleum Reserve Energy independence and deregulation under the Trump administration Venezuelan oil and China’s discounted energy supply The massive energy demand from AI and data centers Why nuclear power could be critical for America’s energy future A must-listen for anyone following energy markets, geopolitics, oil prices, and the future of global energy security.See omnystudio.com/listener for privacy information.

### 1. Elizabeth Peak: Global Oil Market Resilience Elizabeth Peak discusses the global oil market's resilience despite the Strait of Hormuz blockage. She emphasizes high US production and predicts that market volatility is short-term because global supply remains sufficient to meet demand. (2)1907 TEHRAN

### 3. Judy Dempsey: EuropeanDivisions and Energy Judy Dempseydiscusses European divisions over the Iran conflict and rising energy costs. She critiques the Trump administration's "war of choice" and explains how global oil prices immediately impact households and increase regional inflation. (4)1910 BANK OF PERSIA TEHRAN

Washington Correspondent, Jackie Fox discusses President Trump's aim to end the war soon, resulting in oil prices dropping.

Send a textIn this episode of the WTR Small‑Cap Spotlight Video Podcast (recorded on 3/9/2026), members of the Water Tower Research Energy Team — Jeff Robertson, Richard Tullis, and Chris Degner — join host Tim Gerdeman to break down the rapid surge in oil prices following escalating geopolitical tensions in the Middle East.With elevated oil prices and disruptions affecting shipping through the Strait of Hormuz — a corridor that typically handles about 20% of global oil flows — the team examines how supply interruptions, strategic petroleum reserve releases, and OPEC dynamics may shape energy markets in the weeks ahead.They also explore how quickly U.S. shale producers could respond, why gasoline prices are rising so rapidly, what the oil futures curve is signaling about tightening supply, and which segments of the energy sector may be best positioned if elevated prices persist.

15. Guest: Gregory Copley Headline:Assessing the Air War and Global Oil Panic Summary: Gregory Copley evaluates the U.S.-Israeli air campaign against Iraniannuclear and military infrastructure. He notes the potential for the Iranian monarchy's return to rally opposition against the clerical regime. (16)1960 OFFICERS CLUB TEHRAN

Jason Hartman and Michael Zuber discuss the economic impact of a hypothetical war with Iran and its effect on real estate. They predict that while rising oil prices and geopolitical conflict initially cause demand destruction and recessionary fears, the Federal Reserve will ultimately intervene by lowering interest rates. This monetary easing is expected to create a lucrative window for property investors to acquire assets from motivated sellers before prices rise again. Beyond economics, they offer bold political predictions regarding the liberation of foreign nations under the Trump administration's strategies. They conclude that long-term success in property ownership depends on controlling emotions and holding assets long enough for market cycles to turn favorable. This May, become an Empowered Investor. Join Jason and his team as they empower you to gain control of your financial future and create wealth. Get your tickets at https://EmpoweredInvestorLive.com/ today!   #RealEstateInvesting #MarketVolatility #OilPrices #InterestRates #DemandDestruction #EconomicRecession #IncomeProperty #CentralPlanning #DemographicCliff #MotivatedSellers #Geopolitics #InvestmentStrategy Key Takeaways: 0:00 Iran and free countries 4:08 War and Housing 13:30 US, UK, China, Cuba and North Korea 18:58 Iran and the coming recession   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

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Oil prices have increased to nearly $120 per barrel in early trading, as the US-led war against Iran enters Day 10. John Bolton, a former National Security Advisor to President Trump, explains what America aims to accomplish in Iran. On today's show: Saskatchewan Premier Scott Moe says Canada needs to continue expanding trade with India, despite national security concerns. Tech Check with tech analyst Carmi Levy: Satellite firm pauses imagery after revealing Iran’s attacks on U.S. bases. The Daily Debrief Panel - featuring Tom Mulcair, Tim Powers, and Zain Velji. BMO Chief Economist Doug Porter on what the spike in oil prices means for Canada's economy. The Weather Network's Doug Gillham on the outlook for Spring across Canada.

Millions of barrels remain stuck behind the blocked the Strait of Hormuz. The price of crude oil has increased 35% since last week. Generate Investment Specialist Greg Smith told Mike Hosking that only a few ships are being getting through. He says Chinese ships are getting through as Iran still needs them for revenue. The Commerce Commission says international conflicts will affect prices but it expects retailers to keep prices competitive. It says it will call out any behaviour which impacts New Zealanders' ability to get a fair price. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Strait of Hormuz is the world's most critical energy chokepoint. Every day, over 20 million barrels of oil which is roughly one-fifth of global supply pass through this narrow shipping corridor connecting the Persian Gulf to global markets. Now, rising tensions after U.S.- Israel attacks on Iran have raised fears of disruptions in this vital route. Iran has warned that the strait is off limits, while the United States has indicated it may deploy naval escorts for commercial oil tankers. Any escalation here could have serious consequences for global energy markets, oil prices, and major importers like India and China, both of which depend heavily on Gulf crude shipments passing through the strait. Guest: Ambassador Mahesh Sachdev. He retired from the Indian Foreign Service in 2013 after a 35-year diplomatic career during which he was Ambassador to three oil importing countries, Algeria, Norway and Nigeria. He continues to be interested in energy and west Asian geopolitics. He is currently president of eco-diplomacy and strategies, a Delhi based consultancy. Host: Devyanshi Bihani Data Support: Nitika Francis and Sambavi Parthasarathy Producer and editor: Jude Weston Learn more about your ad choices. Visit megaphone.fm/adchoices

Treasury Secretary Scott Bessent says the Trump Administration will roll out a series of measures aimed at stabilizing oil shipments through the Persian Gulf, as Washington steps into the oil tensions.  He also addressed President Trump's latest tariff policy.  CNBC's Dan Murphy reports from Dubai on the main energy traffic artery the Strait of Hormuz, and Sam Altman told OpenAI employees the company doesn't get to choose how the military uses its technology.  And, CNBC Cures' first summit brought together rare disease families, care providers, regulators and innovators to tackle some of the world's most difficult diagnoses.  Check out CNBC Cures and watch videocasts of The Path with Becky on YouTube.   Scott Bessent         14:16 CNBC Cures             35:32   In this episode: Dan Murphy, @dan_murphy Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The conflict in Iran has led to a significant spike in oil prices. What will determine the commodity's next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on March 3, 2026.  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oil markets are rattled, Trump is escalating, and China is speaking out. In this episode of China Decode, Alice Han and James Kynge break down how China is responding after Trump's strikes on Iran — and what soaring oil prices mean for Beijing's energy security and global strategy. Is this about principle, protecting its oil lifeline, or quietly capitalizing on U.S. distraction? Then they turn to China's next Five-Year Plan and its aggressive push into AI and advanced manufacturing. Is Beijing accelerating economic decoupling for good? And finally, a fatal crash involving a Chinese EV sparks a nationwide safety rethink. Does this dent China's global EV ambitions — or make them stronger? Learn more about your ad choices. Visit podcastchoices.com/adchoices

The U.S. and Israel's war with Iran means a disruption of global oil markets. Iran has closed navigation through the Strait of Hormuz, leaving hundreds of ships sitting idle. While a slowdown of production and exports could hit China particularly hard, this conflict could also impact what U.S. consumers pay at the pump. This morning, we'll learn more, and then we'll hear how air carriers are being affected by the attack.

The U.S. and Israel's war with Iran means a disruption of global oil markets. Iran has closed navigation through the Strait of Hormuz, leaving hundreds of ships sitting idle. While a slowdown of production and exports could hit China particularly hard, this conflict could also impact what U.S. consumers pay at the pump. This morning, we'll learn more, and then we'll hear how air carriers are being affected by the attack.

Brent crude surged above $80 per barrel, after escalating conflict in the Middle East sharply increased fears of disruption through the Strait of Hormuz, one of the world's most critical oil shipping routes. Just days earlier, Brent had been trading near $73, with markets broadly assuming that US-Iran negotiations would continue. Escalation was recognised as a risk, but a large-scale disruption to Gulf shipping was not the base case. Over the weekend, that calculus changed. Insurance premiums on vessels transiting the Strait reportedly rose sharply or were withdrawn, naval assets were targeted, and conflicting statements around whether the Strait remains fully open have left markets navigating extreme uncertainty. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

Sean Hanrahan, Founder and Managing Partner of Platypus Brewing in Houston, spent 25 years in global minerals and oil and gas before trading the corporate world for a brewmaster apron. From offshore exploration in Australia and the Gulf of Mexico to opening a craft brewery in the First Ward, Sean breaks down what those two worlds actually have in common.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 - Sean Hanrahan intro and background1:35 - Global oil and gas career and Australian energy landscape5:14 - Australia vs US infrastructure and energy markets13:11 - Texas and Australia culture comparisons20:36 - How Sean ended up in Houston and started Platypus Brewing25:11 - Australian Day in Houston and Chamber of Commerce28:20 - Career lessons and building relationships35:20 - Craft beer industry trends and where it's headed43:06 - Platypus Brewing operations and distribution strategy52:52 - AI in brewing and closing thoughtshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Jan Stuart, one of the sharpest oil minds on Wall Street and global energy strategist at Piper Sandler, cuts through the headlines for a wide-ranging conversation on the state of global oil markets heading into 2026. Is there really an oil glut? What is China doing with all that crude? And is the US shale boom finally running out of steam? Jan answers all… and more.

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

Casey Sprake, market strategist at AG Capital, explains why oil quality matters as much as volume, how heavy crude shortages are tightening markets, and how shadow fleets enable sanctioned oil to keep moving globally.

On this episode of the Energy Security Cubed Podcast, Joe talks with Rory Johnston about how oil flows are shifting given the political turmoil in Venezuela, Iran, and the U.S.-Europe relationship, and how it impacts Canada. // Guest Bio: - Rory Johnston is a CGAI Fellow and Founder of Commodity Context // Host Bio: - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendation: - "Things Are Never So Bad That They Can't Get Worse: Inside the Collapse of Venezuela", by William Neuman: https://www.amazon.ca/Things-Never-That-They-Worse-ebook/dp/B092T93X6M - "Command and Control: Nuclear Weapons, the Damascus Accident, and the Illusion of Safety", by Eric Schlosser: https://www.amazon.ca/Command-Control-Damascus-Accident-Illusion/dp/0143125788 // Interview recording Date: January 20, 2026 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

Lauren speaks with energy expert Mitchell Beer about the fallout from Venezuela, Trump's fossil fuel donors, EV tariffs, LNG and more.

This episode explores the extraordinary start to 2026 following the capture of Nicolás Maduro by US forces and his subsequent transport to stand trial in New York. Host Rory Johnston is joined, once again, by Francisco Monaldi of Rice University's Baker Institute to analyze the new "remote control" era of Venezuelan governance. The discussion details the installation of Delcy Rodríguez as interim president and her complex role as a pragmatist navigating the revolution's survival under intense US pressure. Listeners will gain insights into the immediate market impact of 30 to 50 million barrels of stored oil being rerouted from the Chinese black market to the U.S. Gulf Coast. The conversation also examines the long-term challenges of rebuilding an industry that requires up to $100 billion and a decade of stability to reach its former peak production. Monaldi breaks down the legal and operational shifts necessary for American "wildcatters" and majors like Chevron to safely ramp up activity within the country's dilapidated infrastructure. Finally, the episode reflects on a "new market order" where geopolitical vibes and discretionary policy decisions increasingly dictate global crude flows.

This interview on the Energy News Beat Podcast, Conversations in Energy with Stu Turley, has a globally impactful discussion around oil and leadership.In this wide-ranging discussion, Doug Sandridge, the founder of Oil and Gas Executives for Nuclear, shares his firsthand observations from a recent 16-day trip to Saudi Arabia. Sandridge provides a fascinating insider's perspective on the dramatic changes transforming Saudi society and the country's energy landscape.From the openness and modernization of Saudi cities to the kingdom's strategic shift towards developing its natural gas resources and renewable energy, Sandridge paints a picture of a nation rapidly evolving. The conversation also delves into the critical importance of the U.S.-Saudi relationship, as well as the broader global energy dynamics at play. Sandridge offers insights on the misconceptions around an "energy transition" away from fossil fuels, the volatility in oil markets, and Saudi Arabia's historical role as a stabilizing force.This interview offers a unique window into the shifting sands of the energy world, with Saudi Arabia emerging as a pivotal player on the global stage.As Stu Turley has been talking about, Saudi Arabia is critical to the new trading blocs and to new markets for growth. The new trading blocs are critical, and oil, gas, and nuclear are at the forefront. Providing the lowest-cost energy with the least environmental impact is critical.Check out Oil and Gas Executives for Nuclear: https://executives4nuclear.com/Also Connect with Doug on his LinkedIn here: https://www.linkedin.com/in/douglas-c-sandridge-63996312/Subscribe to his Substack here: https://douglascsandridge.substack.com/Check out the video from the trip: https://theenergynewsbeat.substack.com/00:00 Doug Sandridge's trip to Saudi Arabia and observations about the country's changes:09:00 Evolution of global energy markets and policies10:18 Start of Saudi Arabia's oil :23:25 Pictures of the trip Ottoman Empire33:01 Saudi appears to want price stability40:44 Return to supply and demand pricing43:59 Energy Addition, not Energy Transition

In the early hours of January 3, the Trump administration conducted audacious strikes on Caracas that culminated in the capture of Venezuelan President Nicolás Maduro. At the heart of the operation's rationale is the controversial belief that Venezuela's vast oil reserves can be unlocked for U.S. oil companies under American control. Experts have cast serious doubt on whether this strategy makes economic or strategic sense, pointing to Venezuela's heavy crude, high production costs, and security risks.In this episode, Jacob Heilbrunn speaks with Greg Priddy, a senior fellow at the Center for the National Interest. Priddy consults for corporate and financial clients on geopolitical risk and previously served as Director for Global Oil at Eurasia Group.Music by Aleksey Chistilin from Pixabay

Following several high-profile management sackings in the English Premiership of late, this week on Taking Stock Susan Hayes Culleton looks at the economics behind football managers at Premier League clubs when she talks to Chief Sports reporter for The Times UK, Martyn Ziegler and football finance expert at the University of Liverpool, Kieran Maguire.What now for Global Oil following the crisis in Venezuela? Susan is joined by Jamie Smyth who is the US Energy Editor at the Financial Times.Plus, in the run up to CAO deadline, Susan asks why more people don't consider ‘apprenticeships' when she talks to Gemma Lawlor who is Guidance Counsellor at Tyndall College Carlow.

Under Putin, Russia has established a relationship with Venezuela, and was heavily involved in the country until recent years. The Chavez and then Maduro regimes bought Russian weapons with sizeable loans from the Kremlin, Moscow ordered its energy companies to invest in Venezuelan oil fields, and Russia boasted of having secured a foothold in the U.S.'s backyard. With Trump's swift and successful operation to arrest Maduro, the situation has changed. What are the implications for Russia's global posture? What can the Kremlin do, and will it do anything? Will deposing Maduro lead to a situation in which Venezuelan oil floods global markets with U.S. help?

07 Jan 2026. What could 2026 bring for local IPOs? Market watcher Sameer Lakhani joins us with his outlook on listings, valuations and investor appetite.Plus, the UAE lowers the legal age of adulthood to 18, what does that mean financially for teenagers? We get a legal perspective. And with fresh PMI data out this week, Daniel Richards explains what the numbers really tell us about economic momentum. Finally, President Trump says US oil companies could be pumping Venezuelan crude within 18 months - is that realistic, and would it move prices? We ask Rystad Energy’s chief economist.See omnystudio.com/listener for privacy information.

Greg Brady spoke to Dr. Eric Kam, Economics Professor at Toronto Metropolitan University, about Canada's oil sector shouldn't panic, stay competitive after Maduro's seizure Learn more about your ad choices. Visit megaphone.fm/adchoices

The US military operation in Venezuela at the start of 2026 resulting in the capture of president Nicolas Maduro had a modest immediate impact on oil prices. However, questions raised by these events are highly consequential for global markets and the future geopolitical power balance.Shares in some US-listed oil companies rose sharply after the operation, but who will be the real winners and losers in the long term? What are the implications for global oil and gas markets, amid protests rocking Iran and the possibility other resource-rich countries and territories such as Canada, Colombia, Greenland or Mexico could be on Washington's target list? Senior reporter Aura Sabadus has invited ICIS global crude oil editor Barney Gray and senior oil analyst David Jorbenaze to reflect on latest developments and the long-term outlook for markets.  

Sweeping changes to crude and product flows following sanctions and tariffs, shipping disruptions and questions surrounding China's demand outlook—oil markets have seen it all in 2025. The year was also a mixed bag for oil investments across the globe amid accelerated push towards clean energy and rising EV usage, while some regions also unveiled concrete plans on refinery expansions. In this special episode of Platts Oil Markets Podcast, Sambit Mohanty, Asia energy editor, John Morley, global director for crude oil, Francesco Di Salvo, global director for refined products, and Jeff Mower, head of Americas oil news, look back at the key drivers for oil markets in 2025 and the themes that are likely to spill over and remain in the spotlight in 2026.

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down why there's no real oil glut despite market noise, Chevron CEO Mike Wirth's bullish long-term stance, and how AI-driven efficiency is reshaping Big Oil. They dive into Sweden's pension fund disaster after chasing risky net-zero bets, why micro-nuclear reactors may be the sleeper investment of the decade, and Enbridge's major pipeline expansion boosting Canadian crude flows. The episode also covers China and India's role in setting the floor and ceiling for global oil prices, the hidden machinery behind Russia's “dark fleet,” and why sanctions aren't stopping crude from moving—just rerouting it. A fast, sharp look at the forces shaping 2025's energy markets.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:22 - Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron03:46 - Sweden's Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects07:17 - Enbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil11:01 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security12:49 - China Sets the Floor and Ceiling for Global Oil Prices15:45 - Why China and India Continue Buying Russian Oil?18:25 - Outro Links to articles discussed:Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and ChevronSweden's Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero ProjectsEnbridge Updating Expansion Plans to its Mainline and Flanagan South Systems to Export Canadian Oil$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy SecurityChina Sets the Floor and Ceiling for Global Oil PricesWhy China and India Continue Buying Russian Oil?

Day 1,359.Today, as one of Russia's largest oil terminals burns following an overnight strike, we report on yet another aerial blitz on Kyiv and assess the latest wave of European support for Ukraine. We also examine German Chancellor Friedrich Merz's call for President Zelensky to stem the flow of young Ukrainian men fleeing to Germany. Later, we bring you an exclusive interview with the Deputy Head of Zelensky's Presidential Office, who shares Kyiv's latest response to the corruption scandal engulfing the administration – and warns that Ukrainian society this summer was at “boiling point.”ContributorsDominic Nicholls (Associate Editor of Defence). @DomNicholls on X.Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.With thanks to Ihor Brusylov, Deputy Head of Zelensky's Presidential Office.SIGN UP TO THE ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:http://telegraph.co.uk/ukrainenewsletter Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.CONTENT REFERENCED:Francis's Book Review: ‘How Gorbachev fooled the West into thinking he was a liberal visionary' (The Telegraph):https://www.telegraph.co.uk/gift/c726678d9006e83dWatch: Ukraine helicopter shoots down Russian drone using American minigun (The Telegraph):https://www.telegraph.co.uk/world-news/2025/11/13/ukraine-helicopter-minigun-shoots-down-russian-drone/ Germany slams door on Ukrainian men fleeing war (The Telegraph):https://www.telegraph.co.uk/world-news/2025/11/13/germany-slams-door-ukrainian-men-fleeing-war-russia-merz/ US sanctions Ukrainian firms accused of helping supply parts for Iran's Shahed drones used by Russia (Kyiv Independent):https://kyivindependent.com/iran-buys-shahed-components-from-within-ukraine-us-treasury/?mc_cid=c6b36a0bef&mc_eid=08d0680a95 LISTEN TO THIS PODCAST IN NEW LANGUAGES:The Telegraph has launched translated versions of Ukraine: The Latest in Ukrainian and Russian, making its reporting accessible to audiences on both sides of the battle lines and across the wider region, including Central Asia and the Caucasus. Just search Україна: Останні Новини (Ukr) and Украина: Последние Новости (Ru) on your on your preferred podcast app to find them. Listen here: https://linktr.ee/ukrainethelatestSubscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

HEADLINE: Russian War Economy Stalls as Oil Prices Decline and Sanctions Bite GUEST NAME: Michael Bernstam SUMMARY: Michael Bernstam reports that the Russian economy is struggling as global oil prices decline and sanctions increase transportation costs, leading to a $13 to $14 per barrel discount on Russian oil. The "military Keynesianism" economy is exhausted, resulting in staff cuts across industrial sectors. Forecasts indicate contraction in late 2025 and 2026, with the IMF lowering its growth projection for 2025 to 0.6%. Russia is avoiding sanctions by routing payments through neighbors like Kyrgyzstan, who have become major financial hubs. 1945

This special episode of Interchange Recharged brings together finance, law, and technology leaders shaping the path to commercial carbon capture. Host Sylvia Leyva Martinez explores how capital, regulation, and innovation are converging to turn early-stage CCUS projects into bankable reality.The conversation opens with Omer Farooq, Head of Sustainable Asset Finance at Bank of America, on how one of the world's largest banks is approaching carbon capture — from financing first-of-a-kind projects to assessing new business models and risk structures. Omer explains why point-source capture is already investable, why direct air capture still has hurdles to clear, and why incentives like 45Q remain the backbone of the economics. “Policy drives energy,” he says, “and transport and permitting are the next frontiers.”Next, Liz McGinley, Partner at Bracewell LLP, joins to unpack the evolving U.S. regulatory landscape. She discusses the expanded 45Q tax credit, the lingering uncertainty around the Greenhouse Gas Reporting Program, and why the slow pace of pipeline permitting has become a bottleneck for deployment. Yet, she says, investor confidence is growing fast — driven by clarity on incentives and insurance mechanisms to manage geological risk.Finally, Shahul Hameed, Vice President of Global Oil & Gas Measurement Instrumentation at Emerson, explains how technology is catching up with policy. He shares how decades of oil and gas expertise are being repurposed for CO₂ transport and storage, and how automation, measurement accuracy, and data integrity are helping to de-risk projects. From AI-driven analytics to mass-based metering, Shahul outlines how precision is becoming the new currency of CCUS.From finance and legal frameworks to field-level innovation, this episode captures the mood on the ground in Houston — one of optimism, collaboration, and rapid evolution. As Sylvia concludes, “Finance follows certainty. The incentives are there, the technology is advancing, and the industry is learning fast.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how record-breaking global energy demand and Texas's energy dominance are reshaping markets amid the AI revolution and shifting geopolitical dynamics. With the Energy Information Administration (EIA) projecting consecutive oil demand records of 103.7 million barrels per day in 2025 and 104.9 million barrels per day in 2026, Texas has emerged as the undisputed energy powerhouse, now producing 42% of US oil and 30% of US natural gas while generating $27.3 billion in state tax revenue and supporting over 1.3 million jobs.The Permian Basin continues to demonstrate remarkable productivity gains, delivering 20% more output using 40% fewer rigs compared to 2018-2019 levels through advanced data analytics and re-fracking technologies. This efficiency revolution has enabled Texas to account for 80% of US oil growth year-to-date while natural gas demand reaches record highs of 148.7 trillion cubic feet globally. Despite economic headwinds including record $18.4 trillion household debt and softening labor indicators, energy markets continue to show resilience with diesel demand up 4% and jet fuel climbing 5% year-over-year, reflecting continued industrial activity and travel recovery.Natural gas is rapidly becoming the critical infrastructure powering AI data centers and the digital economy, with hyperscalers increasingly turning to co-located natural gas generation for reliable 24/7 electricity. As geopolitical tensions create new energy partnerships between Russia and China through proposed pipelines capable of 5 billion cubic feet per day, and Europe relies on up to 75% of Texas LNG exports during peak periods, traditional energy resources prove foundational not just to current economic prosperity but to the future of automation, artificial intelligence, and global technological advancement.Episode Chapters0:00 Weakening U.S. Dollar & Interest Rates2:21 Growing Household Debt4:20 Emerging Markets & Supply Chains5:27 Growing Natural Gas Demand12:49 Growing Global Oil Demand16:51 Potential Weakening U.S. Economy18:33 Global Oil Supply21:27 China24:49 Europe29:55 Permian Basin 32:58 ADS Business Conditions Index34:33 Tech's Impact on Oil & Natural Gas Industry36:03 Texas Oil & Natural Gas Industry's Economic Impact 37:52 Next QuarterRecorded on Thursday, September 4, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If President Donald Trump's tariffs stymie the U.S. economy — which would, in turn, slow the global economy — oil demand will fall. And we're already operating at a surplus. In this episode, why the oil market tea leaves are difficult to read right now. Plus: Trump takes an “unprecedented” hands-on approach to Big Tech business dealings, and tariffs on semiconductors will make electronics more expensive. And, despite a six-year period of steep overall inflation, some prices have dropped. Can you guess which ones?Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

If President Donald Trump's tariffs stymie the U.S. economy — which would, in turn, slow the global economy — oil demand will fall. And we're already operating at a surplus. In this episode, why the oil market tea leaves are difficult to read right now. Plus: Trump takes an “unprecedented” hands-on approach to Big Tech business dealings, and tariffs on semiconductors will make electronics more expensive. And, despite a six-year period of steep overall inflation, some prices have dropped. Can you guess which ones?Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.