Podcasts about global oil

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.

Vishnu Varathan, Head of Macro Research, Asia ex-Japan, Mizuho Securities (Singapore), discusses what a potential Venezuelan regime change could mean for global oil markets; impacts to geopolitical dynamics for the rest of LatAm as well as China, Russia and Iran; the role Saudi Arabia and OPEC may play in calibrating oil supply; and why these developments may provide the USD a marginal petrodollar boost. Produced & Presented by: Emaad AkhtarSee omnystudio.com/listener for privacy information.

According to OPEC Venezuela has the world's largest deposits of untapped reserves. But the infrastructure to get it out of the ground there is decrepit and it could take years and billions of investment to start pumping it. So, what should we expect on the global oil markets, bearing in mind prices are already at relatively low levels? All to discuss with Robert Maxwell Energy Consultants with DNV.

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.  

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

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.

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down a pivotal week in energy and markets. The U.S. power grid is strained by AI, EVs, and aging infrastructure—creating big opportunities in battery storage, microgrids, and SMRs. A $14 trillion stock rally now hinges on a likely 25bps Fed rate cut, which could ease borrowing for energy investments. The IEA is walking back its peak oil claims under pressure, acknowledging oil and gas demand will grow for decades. Natural gas is set to dominate U.S., China, and India's energy mix by 2050, while LNG exports are poised to double. But rising global decline rates mean trillions in capex are needed just to stay even—highlighting massive investment potential in U.S. energy infrastructure.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro01:14 - America's Grid is Nearing Its Breaking Point05:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?10:36 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand13:39 - Fed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205021:36 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.25:04 - OutroLinks to articles discussed:America's Grid is Nearing Its Breaking Point$14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?IEA Prepares to Walk Back Predictions of Peak Oil and Gas DemandFed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.

In this episode of Energy Newsbeat Daily Standup, host Stuart Turleybreaks down Russia's crude export slowdown amid Baltic drone strikes, the Fed's 25-point rate cut and its ripple effects on oil and gas, and how natural gas is set to dominate energy mixes in the U.S., China, and India by 2050. Plus, he covers the surge in global oil and gas decline rates demanding trillions in reinvestment, and wraps with Chord Energy's $5.5B acquisition of XTO assets in the Williston Basin. Buckle up for insights into energy security, LNG growth, and behind-the-meter opportunities in the AI-powered future.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - Fed cuts rates by 0.25% after flagging risks from softening labor market02:20 - Russia's Crude Exports Lose Momentum after Baltic Flows Targeted04:15 - Natural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205010:37 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.14:07 - Chord Energy to acquire XTO Energy's Williston Basin assets for $550m14:55 - OutroLinks to articles discussed:Fed cuts rates by 0.25% after flagging risks from softening labor marketRussia's Crude Exports Lose Momentum after Baltic Flows TargetedNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.Chord Energy to acquire XTO Energy's Williston Basin assets for $550m

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.

In this episode, World Oil spoke with Deb Carpenter, Global Oil, Gas and Chemicals Market Manager, Swagelok, on several topics, including challenges and solutions when working with tubing and fluid systems, actions to take to improve component availability, as well as other pathways to boost operational efficiencies and safety.

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.

Exxon Mobil CEO Darren Woods discusses the global oil supply in the face of the Israel-Iran conflict, and he highlights the difficulty of the EU's regulatory push to reduce emissions. YouTuber and influencer Dhar Mann is one of the top scripted creators, and he's partnered with former MTV president Sean Atkins to create a new production studio specifically for online content creators. The two discuss the addition of creator-driven content to the evolving media landscape. Plus, China and the United States have agreed to a framework for a trade deal, and CNBC's Sharon Epperson reports on a new money habit for Americans: “revenge saving.” Sharon Epperson - 09:31Darren Woods - 16:27Dhar Mann & Sean Atkins - 32:28 In this episode:Dhar Mann, @dharmannSean Atkins, @atkinsseanSharon Epperson, @sharon_eppersonBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie

The Strait of Hormuz remains one of the most important energy corridors in the world. It is the only sea route from the Persian Gulf to the open ocean, it serves as the primary maritime route for oil exports from the Gulf. Any disruption to traffic through the strait would have implications for oil markets and regional stability.While some Gulf states have developed pipelines to bypass the strait, the volume of oil transported by sea is far greater, and for many countries, including key Gulf exporters, the waterway is essential to maintaining trade. China is the largest buyer of oil that travels through the strait, making it particularly exposed to any disruption.Iran itself relies on the Strait of Hormuz to sell its oil and any blockage of the route would likely damage Iran's own economy and could strain relationships with regional neighbours.Despite past threats to close the Strait of Hormuz, the waterway has remained open, including during the tanker wars of the 1980s, but any disruption could have a big impact on global oil supplies.Picture Credit: Morteza Nikoubazl/NurPhoto via Getty ImagesContributors: Camille Lons, Deputy Head of the Paris office of the Council on Foreign relations Elisabeth Braw, Senior fellow with the Atlantic Council's Transatlantic Security Initiative in the Scowcroft Center for Strategy and SecurityJacob P. Larsen, BIMCO's Chief Safety & Security OfficerPetter Haugen, Partner, Equity Research Shipping, ABG Sundal Collier, Nordic Investment BankPresenter Charmaine Cozier Producer Louise Clarke Researcher Maeve Schaffer Editor Tara McDermott Technical Producer: Gareth Jones Production Coordinator - Tammy Snow

The U.S. strikes nuclear targets in Iran, officially joining Israel in the fight against the Islamist regime in Tehran. Arian Pasdar joins us live with the latest on last night's operation.In the fallout on Capitol Hill, President Trump declared a "very successful" strike on Iran, sparking fierce reaction from lawmakers on both sides of the aisle.Is it possible to completely dismantle Iran's nuclear program without a regime change? And can the conflict be resolved without leading to war? We discuss this with our expert panel.China is condemning the United States for its weekend airstrikes on the Iranian nuclear facilities. How could the attack on Iran impact China and global oil supplies?A heat wave is set to hit millions of Americans in the coming days. Here's what we know about the hot temperatures that will affect parts of the midwest and east.

Edition No165 | 22-06-2025 - TACO no more? Trump has taken decisive action. Was it from a strategic assessment of the risk posed by Iran's nuclear ambitions, or was he manipulated into it by a forceful Netanyahu, exuding macho aggression and decisiveness? Was Trump perhaps driven to action by a sense of inevitability, once the bombers and refuelling aircraft were in position, it would have seemed weak to bring them all back without any action being taken. Or was he finally forced into action by domestic political pressure. Or were the feared divisions within MAGA that an attack on Iran would provoke overridden by the damaging slogan being adopted by Trump's detractors – TACO two weeks… The US may have changed the course of the conflict. Will Iran respond with measured and symbolic aggression, or all out aggression with a response that hits Western targets in the region. I would guess the former, but it may depend on how fragile the regime feels. Trump has made further threats, saying Iran must make peace or face future attacks after US strikes. Benjamin Netanyahu stood at the podium in the Israeli prime minister's office and started by speaking English, lavishing praise upon, US President Donald Trump after the US bombed Iranian nuclear sites. Netanyahu's tone was triumphant. His glee beamed through, having seen a lifetime of paranoia in relation to Iran, (justified or not, that is a question to be debated), finally come to fruition with a consummate act of aggressive pre-emptive deterrence. Iran's nuclear ambitions may have been set back by decades, possibly forever. Thousands of Russian scientists and engineers who were assisting Iran develop these nuclear capabilities are being shipped out – rats leaving the sinking ship kind of implications.----------Links: https://www.theguardian.com/world/live/2025/jun/22/israel-iran-war-live-trump-says-us-has-attacked-nuclear-sites-in-iran-including-fordow?page=with%3Ablock-685751648f0808294ac4b2cb&filterKeyEvents=false#liveblog-navigationhttps://www.bbc.co.uk/news/articles/c9dgpjqg12lohttps://news.sky.com/story/stability-in-middle-east-is-priority-says-starmer-as-he-calls-on-iran-to-return-to-negotiating-table-13386950https://www.independent.co.uk/news/world/middle-east/iran-us-trump-bomb-israel-strikes-nuclear-dangerous-latest-b2774597.html----------Car for Ukraine has once again joined forces with a group of influencers, creators, and news observers during this summer. Sunshine here serves as a metaphor, the trucks are a sunshine for our warriors to bring them to where they need to be and out from the place they don't.https://car4ukraine.com/campaigns/summer-sunshine-silicon-curtainThis time, we focus on the 6th Detachment of HUR, 93rd Alcatraz, 3rd Brigade, MLRS systems and more. https://car4ukraine.com/campaigns/summer-sunshine-silicon-curtain- bring soldiers to the positions- protect them with armor- deploy troops with drones to the positions----------SILICON CURTAIN FILM FUNDRAISERA project to make a documentary film in Ukraine, to raise awareness of Ukraine's struggle and in supporting a team running aid convoys to Ukraine's front-line towns.https://buymeacoffee.com/siliconcurtain/extras----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------

Iran has the capacity to militarily shut down tanker traffic through the Strait of Hormuz. If it does, and that lasts for more than a month, then the world economy will suffer a heart attack. Can they do it? Yes. Will they? That all depends on what Trump does next.Click Here for Part 2

Jake Broe is a United States Air Force veteran who served for six years as a Nuclear and Missile Operations Officer. But you may know him better as one of the most prominent voices on YouTube throughout the war, someone with absolute moral clarity about who the victim of the war is – spoilers, it's Ukraine – and who brings direct military experience to his detailed analysis of the unfolding conflict. Do please subscribe to his channel for videos updates on the war in Ukraine as well as conversations with engaging speakers, expert guests, and other YouTubers.----------LINKS:  @JakeBroe  https://www.youtube.com/@JakeBroe https://twitter.com/RealJakeBroehttps://www.instagram.com/jakebroe/https://www.buymeacoffee.com/jakebroehttps://www.patreon.com/join/jakebroe----------CHAPTERS:00:00:00 Xxx ----------Easter Pysanky: Silicon Curtain - https://car4ukraine.com/campaigns/easter-pysanky-silicon-curtainCar for Ukraine has joined forces with a group of influencers, creators, and news observers during this special Easter season. In peaceful times, we might gift a basket of pysanky (hand-painted eggs), but now, we aim to deliver a basket of trucks to our warriors.This time, our main focus is on the Seraphims of the 104th Brigade and Chimera of HUR (Main Directorate of Intelligence), highly effective units that: - disrupt enemy logistics - detect and strike command centers - carry out precision operations against high-value enemy targetshttps://car4ukraine.com/campaigns/easter-pysanky-silicon-curtain----------SILICON CURTAIN FILM FUNDRAISERA project to make a documentary film in Ukraine, to raise awareness of Ukraine's struggle and in supporting a team running aid convoys to Ukraine's front-line towns.https://buymeacoffee.com/siliconcurtain/extras----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur first live events this year in Lviv and Kyiv were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. We may add more venues to the program, depending on the success of the fundraising campaign. https://buymeacoffee.com/siliconcurtain/extrasWe need to scale up our support for Ukraine, and these events are designed to have a major impact. Your support in making it happen is greatly appreciated. All events will be recorded professionally and published for free on the Silicon Curtain channel. Where possible, we will also live-stream events.https://buymeacoffee.com/siliconcurtain/extras----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------TRUSTED CHARITIES ON THE GROUND:Save Ukrainehttps://www.saveukraineua.org/Superhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.org----------PLATFORMS:Twitter: https://twitter.com/CurtainSiliconInstagram: https://www.instagram.com/siliconcurtain/Podcast: https://open.spotify.com/show/4thRZj6NO7y93zG11JMtqmLinkedin: https://www.linkedin.com/in/finkjonathan/Patreon: https://www.patreon.com/siliconcurtain----------

In this episode, TXOGA President Todd Staples sits down with Chief Economist Dean Foreman, Ph.D., to examine the key trends shaping global oil market dynamics in the first quarter of 2025. Their conversation explores the sustained strength in oil and natural gas demand amid headwinds from slowing global economic growth, evolving trade policies and tariffs, and seasonal market patterns.--TXOGA: Quarterly Energy Economics Outlook, Q1 2025TXOGA: Energy and Economics Perspective, Q1 2025

President Trump announced a 25 percent across-the-board tariff on any country that purchases oil from Venezuela - but who will really be paying for the additional cost? Also today, US/Russia talks begin again in Saudi Arabia. Will the US take control of Ukraine's power plants?

Host: Tracy Shuchart for MicDropMarketsGuests: AbdulazizAbdulaziz is a prominent Public Saudi figure on Energy and Climate issues and a publicspeaker for major energy issues for the chamber of commerce, municipalities andmany other entities in the MiddleEast. For the past 15 years Abdulaziz has been an avid observer in the E&P activitiesin the MENA region. Rob ConnersRob Connors spent +15 years as a sell-side research analyst covering variouscompanies in the oil & gas, industrials, transportation and aerospace &defense sector. He majored in finance from the University of Maryland andobtained the CFA and CPA designations. Rob started what eventuallybecame the Crude Chronicles in 2020 which specializes in telling thefinancial history of the Oil & Gas industry with data going back to theindustry's founding. Patrick De HannPatrick has analyzed and tracked oil markets and fuel prices for nearly two decades.Patrick has concentrated on downstream oil markets, including crude oil,gasoline, diesel and jet fuel since 2005. Patrick started with GasBuddy in 2009the largest U.S. fuel-price tracking service in existence, providing expertisefor millions of users. Since his start, he has provided regular commentary toU.S. News and World Report and is often quoted during gas price gyrations andfuel disruptions by almost all U.S. and international media outlets.Shubham GargShubham Garg is the CEO & Founder of White Tundra Resources and White TundraInvestments. Shubham launched White Tundra Resources in 2019 as a company forcontract field production operations, production optimization and engineeringsupport. He is currently managing White Tundra Investments' portfolio focusedon undervalued Canadian Oil & Gas E&P's. White Tundra operates on aconcentrated model with 15-30% of their portfolio invested in one leveragedhigh-torque equity, 40-60% on a basket of low-growth cash-flow generatingequities, and 15-50% on high potential small-cap and junior companies withunique technology.Disclaimer: This material is presented solely forinformational and entertainment purposes and is not to be construed as a recommendation,solicitation, or an offer to buy or sell / long or short any securities,commodities, or any related financial instruments. Please contact a licensedprofessional before making any investment or trading decisions

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Autonomy Economy podcast to discuss the current state the U.S. economy and the global oil and natural gas markets.Consumer debt in the U.S. is rising and that could have potential impacts on GDP. While the economic picture in the U.S. is uncertain at the moment, global oil demand is projected to reach 104.1 million barrels per day this year. Demand is partly being driven by emerging markets. Then there is Texas, which continues to export oil to the world, while having a $720 billion impact on GDP. Texas is not just an oil state anymore, even though 30% of the state's private sector is employed by the oil and natural gas industry, it is now becoming a high-tech state as it has begun to integrate AI, automation and autonomy into the sector's operations. Recorded on Monday, February 24, 2025Episode Chapters0:00 Health of the U.S. Consumer 5:57 Liquid Natural Gas Market 11:00 Data Centers15:32 European Gas18:51 U.S. Oil Imports 24:45 Heavy Crude26:53 Growing Global Oil Demand & Geopolitics 29:50 Permian Basin 33:34 Impact of the Oil & Natural Gas Industry on Texas' Economy35:29 Quarterly Outlook--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jose Pereira, is a Leadership & Resilience coach , Leadership & Motivational Speaker and Author with over 35 years in the Global Oil and Gas industry as CFO / CEO of Citgo Petroleum, and survivor of five years as an International hostage known as the Citgo6. His memoir, From Hero to Villain, details his journey. He now coaches through his own company Coach as Survivor LLC and hosts the Podcast: Building Resilience talk show. Visit joseconnect.com.Contact Jose Pereira:Social mediahttps://www.youtube.com/@JosePereira-nz4pshttps://LinkedIn.com/in/jose-angel-pereirahttps://www.twitter.com/pereirajap3https://linktr.ee/jose_angel_pereirahttps://www.facebook.com/profile.php?id=100068010210574&mibextid=LQQJ4dhttps://www.instagram.com/pereirajap3ahttps://www.threads.com/pereirajap3a/Web page https://joseconnect.comMy book webpage https://fromheroetovillian-thetruestoryofthecitgo6.com/Amazon link to the bookhttps://www.amazon.com/Hero-Villain-Citgo6-Villain-TRILOGY/dp/B0D8ZC3M1R/ref=mp_s_a_1_2?crid=24IR4N0X7HRXO&dib=eyJ2IjoiMSJ9.BzvoqWG8_EI4q4PyXPUXddGeEepqVTba6decIBT0DC_GjHj071QN20LucGBJIEps.gWpjmp2d2pMwbxgVndpLOigwm65SdEnHlx72zpRuINc&dib_tag=se&keywords=from+hero+to+villain+jose&qid=1720787346&sprefix=from+hero%2Caps%2C103&sr=8-2INTERVIEWSAnderson cooper interview https://www.cnn.com/videos/world/2022/10/24/jose-pereira-citgo-6-venezuela-american-detainees-released-intv-ac360-vpx-contd.cnnBook Launching interview in CNN en espanolhttps://youtu.be/Ii4-nCPyc8U?si=8J8NwfYyTPa4oTweDeclaration of the CITGO6 day in Houston by the mayorhttps://youtu.be/uWGupDse0L0?si=tMDJTwC0i7P5mrjuInterview in ABChttps://youtu.be/dlgdOKYdzTg?si=j88XcPH6ks27zVkginterview I. Telemundohttps://youtube.com/shorts/va-PD3R1GCQ?si=9fWXkodSeOh-LI_DInterview in KPRC2 https://youtu.be/e_nJZq-I-oU?si=CcD5tP7pXXIyffOuDr. Kimberley Linert Speaker, Author, Broadcaster, Mentor, Trainer, Behavioral Optometrist Event Planners- I am available to speak at your event. Here is my media kit: https://brucemerrinscelebrityspeakers.com/portfolio/dr-kimberley-linert/ To book Dr. Linert on your podcast, television show, conference, corporate training or as an expert guest please email her at incrediblelifepodcast@gmail.com or Contact Bruce Merrin at Bruce Merrin's Celebrity Speakers at merrinpr@gmail.com 702.256.9199 Host of the Podcast Series: Incredible Life Creator Podcast Available on... Apple: https://podcasts.apple.com/us/podcast/incredible-life-creator-with-dr-kimberley-linert/id1472641267 Spotify: https://open.spotify.com/show/6DZE3EoHfhgcmSkxY1CvKf?si=ebe71549e7474663 and on 9 other podcast platforms Author of Book: "Visualizing Happiness in Every Area of Your Life" Get on Amazon: https://amzn.to/3srh6tZ Website: https://www.DrKimberleyLinert.com Please subscribe, share & LISTEN! Thanks. incrediblelifepodcast@gmail.com Social Media Links LinkedIn: https://www.linkedin.com/in/dr-kimberley-linert-incredible-life-creator/ Facebook: https://www.facebook.com/kimberley.linert/ The Great Discovery eLearning Platform: https://thegreatdiscovery.com/kimberley l

On Sunday, Syrian rebel forces captured the capital Damascus and forced President Bashar al-Assad to flee the country to Moscow, ending more than 50 years of Assad family rule. What do these rapid and momentous developments mean for the future of Syria? And what are the ramifications for Iran, Israel, and Russia in the Middle East? In this episode, Jacob Heilbrunn speaks with Greg Priddy, a Senior Fellow for the Middle East at the Center for the National Interest. Priddy consults for corporate and financial clients on political risk in the region and previously served as Director for Global Oil at Eurasia Group.Music by Aleksey Chistilin from Pixabay

Preview: Iran: Conversation with Richard Goldberg regarding the possible IDF target list in Iran that will compromise the IRGC without exposing radiation risks or panicking the global oil markets. More tonight. 1850

In this insightful episode of Wicked Energy with JG, Justin Gauthier sits down with Arjun Murti to delve into the intricacies of global oil demand and the evolving energy landscape. Arjun criticizes extreme political positions on oil and gas, advocating for a balanced approach to energy production and innovation. He sheds light on the governments stance on fracking and the broader implications of U.S. energy policies. The discussion pivots to China's "all of the above" energy strategy, highlighting their investment in coal, nuclear, natural gas, and renewables to ensure energy security. Arjun provides an analysis of China's significant influence on global oil markets and the challenges and opportunities posed by their demographic shifts. Other key topics include the economic viability of biofuels, short-term and long-term oil price forecasts, and the impact of interest rate cuts on the energy sector. The episode wraps up with insights into Veriten's strategic advisory work across the oil and gas value chain. LinkedIn: https://www.linkedin.com/in/arjun-murti-energy-analyst/ Websites: https://arjunmurti.substack.com/ Show Sponsors InflowControl InflowControl is a tech firm specializing in enhancing oil production efficiency and minimizing environmental harm through their Autonomous Inflow Control Valve (AICV®). The technology boosts profitability in mature oil fields by filtering out undesired gas and water, allowing previously overlooked zones to contribute to production. This results in both higher profitability and Lower Carbon Oil for stakeholders. For more information, visit the links below: Website: www.inflowcontrol.no LinkedIn: https://www.linkedin.com/company/inflowcontrol-as/ YouTube: https://www.youtube.com/channel/UCqdgIooQhYtUBo-auUlYw-Q Mainline Ventures Mainline Ventures stands alone as the premier strategy consulting firm dedicated to the energy sector, founded by former E&P C-Suite executives. They transform deal-making from an art into a science with their Process Driven Negotiation Technique, focusing on active deals and offering services like bespoke training, deal advising, and go-to-market strategies, often on a contingency basis due to their strategy's proven effectiveness. This approach not only yields measurable, scalable results but also seamlessly integrates with your existing operations, ensuring long-term sustainability without the need for changes in your team or technology. LinkedIn Link: https://www.linkedin.com/company/mainlineventures/ Website: https://mainline-ventures.com/

This week, we're revisiting an episode from last year. For decades, the global centre for oil trading has been Geneva, Switzerland. But Russia's war in Ukraine changed that. Sanctions have made it harder for western traders to move Russian oil. Now, traders are flocking to a new trading hub that has no restrictions on oil from Russia: the United Arab Emirates. The FT's Tom Wilson explains how this shift has helped the UAE replace Switzerland, and whether the global energy industry is shifting away from western economies. - - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:How Dubai became ‘the new Geneva' for Russian oil tradeSwitzerland questions oil trader over sidestep of Russian sanctionsLetter: Energy trading is opaque — and that suits Big Oil- - - - - - - - - - - - - - - - - - - - - - - - - - Register now for the FT Weekend Festival, and claim £24 off your pass using promo code FTPodcast at: ft.com/festival- - - - - - - - - - - - - - - - - - - - - - - - - - On X, follow Tom Wilson (@thomas_m_wilson) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more. Read the transcript of this episode which was first aired in August 2023 Hosted on Acast. See acast.com/privacy for more information.

*This video was recorded prior to Peter departing on his backpacking trip in July. Guyana is a country we don't hear about too often, but its rise as an oil producer has earned it some air time. In particular, we'll be looking at the implications this carries for global oil markets. Full Newsletter: https://mailchi.mp/zeihan/a-new-player-in-global-oil-markets-guyana

For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world's supply. Along with that has come a pattern: when there's conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thing: US shale. The FT's Myles McCormick explains how production in the country shifted oil's epicentre away from the Middle East, and how long that may last. Clips from Al Jazeera, CBS, CNN- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:How US shale keeps sheltering America from the next oil price surgeOn markets and geopolitics, it is a mistake to forget about shaleWhy oil prices remain steady even as Middle East tensions escalate- - - - - - - - - - - - - - - - - - - - - - - - - - On X, follow Myles McCormick (@mylesmccormick_) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

An industry underpinning millions of jobs and large slice of America's GDP, the future of oil and energy are pivotal issues on the domestic and international agenda. At the recent gathering of the futures industry in Boca Raton, Florida, former U.S. Senator Kelly Loeffler and Mike Sommers, CEO of the American Petroleum Institute, sat down to discuss a wide range of topics related to production, refinement, and consumption, and the sector's vital impact on the U.S. economy, now and in the future. https://www.ice.com/insights/conversations/inside-the-ice-house

World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here's how investors can understand this precarious balance.----- Transcript -----Welcome to Thoughts on the Market. I'm Martjin Rats, Morgan Stanley's Global Commodity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll discuss the 2024 Global Outlook for oil. It's Wednesday, the 10th of January at 2 p.m. in London. Around six months ago, oil market forecasters widely forecasted a tight second half for 2023 with considerable inventory draws. This expectation was partially driven by two factors. One, OPEC cuts, and in particular the additional voluntary cut of about 1 million barrels a day announced by Saudi Arabia back in June that took the country's production to 9 million barrels a day, about 10% lower than the average of the first half of 2023. The second factor was a positive view on demand, which had mostly surprised to the upside in the first half of 2023. The market indeed tightened in the third quarter and inventories drew sharply at the time. As a result, Dated Brant rallied and briefly reached $98 a barrel in late September. However, this was not to last in the fourth quarter. Demand disappointed, growth and non-OPEC supply remained relentless and inventories built again. Needless to say, these trends have been reflected in prices. Not only did spot prices decline, Dated Brant fell to about $74 a barrel in mid-December, but a number of other indicators, such as calendar spreads for example, signaled a broad weakening of the oil complex. Looking ahead, we expect a relatively precarious balance in 2024. Demand growth is set to slow as the post-Covid recovery tailwinds have largely run out of steam by now. Despite low investment in production capacity in recent years, the growth in non-OPEC supply is set to remain strong in 2024 and probably also in 2025, enough to meet all global demand growth. Naturally, this limits the room in the oil market for OPEC oil. When OPEC cuts production in response, as it has recently been doing, this puts downward pressure on its market share and upward pressure on its spare capacity. History warns of such periods. On several occasions when non-OPEC supply growth outpaced global demand, eventually, a period of lower prices was needed to reverse that balance. However, we argue that is not quite what lies ahead for 2024. OPEC cohesion has been robust in recent years and will likely continue this year. We expect the production cuts agreed to in late November 2023 to eventually be extended through all of 2024, and we don't exclude a further deepening of those cuts either. This would limit the pace of inventory builds in 2024, but probably not prevent them. In our base case projections, we still see inventories built modestly at a rate of about a few hundred thousand barrels a day this year, and our initial 2025 estimates also imply a modest oversupply next year. As a result, we see lower oil prices ahead, but again, not a large difference. We estimate Dated Brant will remain close to $80 a barrel in the first half of 2024, but may gradually decline towards the end of the year, trading in the low to mid $70s in 2025. That may also support our economists' call for inflation to moderate further this year. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

Donate (no account necessary) | Subscribe (account required) In this episode, Bryan Dean Wright delves into the volatile global oil markets and their impact on consumers, China's declining birthrate and potential political consequences, and the growing draft evasion among Ukrainian men. The episode also addresses intriguing listener queries on conspiracy theories and Israel's nuclear capabilities. Wright's insights bring a unique perspective to these pressing global issues, emphasizing their interconnectedness with American interests.

Episode 3102: Gaza Braces For Ground Invasion; New Global Oil Market