Podcasts about Glut

Many Canadians believe that when Baby Boomers leave their homes, a flood of houses will hit the market and solve the housing crisis. In this episode, Mike Moffatt and Cara Stern explore why that outcome is far from certain, examining the roles of immigration, population growth, housing supply, and changing housing preferences in shaping Canada's future.Topics Covered:• Baby Boomers and the housing market• Immigration and housing demand• Canada's aging population• Family-sized housing shortages• Suburban vs. urban living• Housing affordability• Population growth and the economy• The future of Canadian housing policy#HousingCrisis #CanadaHousing #RealEstate #HousingAffordability #Immigration #HousingMarket #CanadianEconomy #MissingMiddlePodcastChapters:00:00 Will Baby Boomers Solve the Housing Crisis?01:28 The Theory: A Coming Flood of Family Homes03:35 Why Demographics Alone Don't Tell the Full Story05:55 Immigration and Canada's Population Growth08:22 Will Canada Be Able to Attract Future Immigrants?10:30 The Missing Supply of Family-Sized Homes13:12 Why Suburban Living Isn't Going Away15:40 Are Planners Misreading Housing Demand?18:05 What Could Actually Cause a Housing Glut?20:45 Regional Winners and Losers in Canada's Housing Market22:15 Team Affordability vs. Team Housing ShortageResearch/links:Mike's piece at the Globe: https://www.theglobeandmail.com/investing/personal-finance/article-housing-baby-boomers-suburban-homes-young-families/Statcan population projections: https://www150.statcan.gc.ca/t1/tbl1/en/cv.action?pid=1710005801 Hosted by Mike Moffatt & Cara Stern & Sabrina MaddeauxProduced by Meredith MartinFunded by the Neptis Foundation https://neptis.org/

Michael Bernstam discusses a looming glut of liquefied natural gas driven by record U.S. shale production, which is stabilizing energy prices in Europe. Regarding Russia, he explains that while crude exports continue, Ukrainian drone strikes on refineries have created a domestic manufacturing crisis, leading to fuel shortages for Russian agriculture and industry that are difficult to repair under sanctions. (9)1900

Send us a question/idea/opinion direct via text message!The May Cotality Home Value Index (HVI) results are officially in, delivering a perfectly flat 0.0% national movement. While regional variability persists under the surface - with Christchurch nudging up 0.4% and Wellington softening by 0.3% - the broader market continues to track sideways as buyers hold the pricing power but sellers refuse to capitulate. This week, Nick Goodall and Kelvin Davidson answer a brilliant listener question from Matthew, digging into the data to debunk the mainstream media narrative that a "glut" of townhouses is dragging down the Auckland property market. We also unpack the surprising resilience of the new build sector with building consents climbing to 39,000, dismantle claims that New Zealand has become a "tax haven" for Australian investors, and analyse RBNZ Chief Economist Paul Conway's latest hints on short-term inflation.This week we discuss:May HVI National Breakdown: Why a 0.0% national change signals a long, plain-vanilla winter of sideways tracking.The Auckland Townhouse Myth: Breaking down the suburb-level data proving townhouse values are performing similarly to standalone homes (both down 3% annually).Building Consent Resilience: Why the current annualised track of 39,000 consents shows a construction sector vastly more robust than during the Global Financial Crisis (GFC).The Australian "Tax Haven" Headline: Dismantling trans-Tasman media hype regarding stamp duty, bright-line changes, and cross-border tax complexities.Paul Conway's Inflation Hints: Insights from the RBNZ Chief Economist's recent webinar and what it reveals about the internal vs. external OCR committee split.The 5-Month Election Runway: Anticipating the upcoming structural slowdown as capital gains tax debates re-emerge.Sign up for news and insights or contact on LinkedIn, X @NickGoodall_CL or @KDavidson_CL and email ngoodall@cotality.com or kdavidson@cotality.comThis podcast is for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. The hosts are not licensed Financial Advice Providers in New Zealand. All information is of a general nature and does not take into account your personal situation or goals. Please consult a qualified professional before making any financial decisions.

Kohári Éva gasztro blogger gluténmentes finomságokat hoz, túrós pogácsát és epres amerikai palacsintát

Böttcher, Martin; Balthasar, Susanne, www.deutschlandfunkkultur.de, Echtzeit

Herzlichen Glückwunsch zum 6. Geburtstag! Seit sechs Jahren fragt Journalist Hajo Schumacher für seinen „schüchternen Kumpel“, und Sexexpertin Katrin Hinrichs liefert die Antworten. Doch in der Jubiläumsfolge wird es ungemütlich: Wir schauen uns an, wie wir unsere Libido eigenhändig beerdigen. Hund innig umarmt, aber den Partner ignoriert? Den Liebsten vor Freunden so richtig runtergeputzt? Oder wundert ihr euch über den seltsamen Geruch im Schlafzimmer? Katrin und Hajo listen die effektivsten Methoden der Partnerschafts-Sabotage auf. Von schlechter Laune bis zur „Krümelbildung“ im Bett – hier erfahrt ihr, wie ihr das Feuer garantiert löscht. Na, den Partner schon ordentlich runtergeputzt heute? Oder einfach ignoriert, aber innig den Hund umarmt? Und dieser komische Geruch - liegt da ein Hering unter dem Sofa? Herzlich willkommen zur Jubiläumsfolge vom Sexpodcast „Ich frage für einen Freund“. Sechs Jahre lang fragt Journalist Hajo Schumacher schon für seinen schüchternen Kumpel, und Sexexpertin Katrin Hinrichs antwortet so offen und kundig. Diesmal listen die beiden Routiniers die besten Sexkiller der Welt auf: schlechte Laune, Passivität und ein Forscherblick sind schon mal ein guter Anfang für die partnerschaftliche Sexsabotage. Kommen Übervertraulichkeit, Krümelbildung und Niedermache in Gegenwart von Bekannten dazu, dürfte das Liebesleben seinen Tiefpunkt erreicht haben. Folge 153 für alle, die sich fragen, wo die Glut geblieben ist.

Glut als flammenlose Masse oder aus dem Englischen als Übersättigung – beides passt zum neuesten Album der Zürcher Band District Five, die sich auf «Glut» durch die spätkapitalistischen Welt zu navigieren versuchen. Wir hören Highlights aus dieser und vielen weiteren Platten am New Music Friday.

For many of us, daily life is defined by a near-constant stream of decisions, from what to buy on Amazon to what to watch on Netflix. On this episode of Critics at Large, Vinson Cunningham, Naomi Fry, and Alexandra Schwartz consider how we came to see endless selection as a fundamental right. The hosts discuss “The Age of Choice,” a book by the historian Sophia Rosenfeld, which traces how our fixation with the freedom to choose has evolved over the centuries. Today, an abundance of choice in one sphere often masks a lack of choice in others—and, with so much focus on individual rather than collective decision-making, the glut of options can contribute to a profound sense of alienation. “When all you do is choose, choose, choose, what you do is end up by yourself,” Cunningham says. “Putting yourself with people seems to be one of the salves.”This episode originally aired on March 13, 2025. Read, watch, and listen with the critics:“Could Anyone Keep Track of This Year's Microtrends?” by Danielle Cohen (The Cut)“The Age of Choice: A History of Freedom in Modern Life,” by Sophia Rosenfeld“The Federalist Papers,” by Alexander Hamilton, James Madison, and John Jay“What Does It Take to Quit Shopping? Mute, Delete and Unsubscribe,” by Jordyn Holman and Aimee Ortiz (The New York Times)New episodes drop every Thursday. Follow Critics at Large wherever you get your podcasts.Critics at Large is a weekly discussion from The New Yorker which explores the latest trends in books, television, film, and more. Join us every Thursday as we make unexpected connections between classic texts and pop culture. Learn about your ad choices: dovetail.prx.org/ad-choices

A.M. Edition for May 22. The U.S. puts arms sales to Taiwan on hold, saying the munitions and arms are needed for the war with Iran. Plus, weight-loss drugs like WeGovy and Mounjaro show a surprising ability to stall cancer. And WSJ's Laura Cooper details how bourbon distillers are facing a hangover as more Americans pinch pennies and join the ranks of the sober-curious. Daniel Bach hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

When he took over the family wine business in 1994 at the tender age of 33, Darren De Bortoli continued a legacy his father Deen had built on that was De Bortoli Wines, centred around the vineyard his grandfather planted in the NSW Riverina. Darren was a young superstar, having created as a newly qualified winemaker in 1982, the acclaimed Noble One Botrytis Semillon – to this day a globally renowned, medal-winning sticky wine, and a wine that quickly catapulted De Bortoli Wines into massive growth. The company moved into other wine districts like the Yarra Valley, King Valley and more recently Rutherglen in Victoria, and also the Hunter Valley. Under Darren’s leadership they pioneered environmentally sustainable winemaking practices and today they grow wheat, barley and oat crops using eco-friendly waste water from the wineries. Today De Bortoli Wines is the 6th largest wine company in Australia by revenue, yet still Australian and family owned and run. But as he reflects on the great legacy he’s helped build, Darren De Bortoli is candid about the considerable challenges he and others face: namely water access and climate change, a global wine glut and a downturn in wine consumption. Hope you enjoy Darren De Bortoli.See omnystudio.com/listener for privacy information.

The Ringer's Bill Simmons talks about five guys he's observing for the two major Game 6 NBA playoff games on Friday night (3:54). Then, Bryan Curtis joins to discuss the current state of sports programming before Bill's dad hops on to reflect on the Celtics' playoff collapse and to check in on Boston sports (22:38). Finally, Jazz owner Ryan Smith joins the pod to talk about the second pick in the 2026 NBA draft, rebuilding the team, the growth of Utah, and much more (01:43:22). Host: Bill Simmons Guests: Bryan Curtis, Bill's dad, and Ryan Smith Producers: Chia Hao Tat and Eduardo Ocampo Book a new kind of stay at HolidayInn.com The Ringer is committed to responsible gaming. Please visit https://fanduel.com/playwithaplan to learn more about the resources and helplines Learn more about your ad choices. Visit podcastchoices.com/adchoices

The UAE has left OPEC, the Iran war is disrupting oil flows through the Strait of Hormuz, and Saudi Arabia is under pressure to keep the cartel together. In this episode, we explain what OPEC and OPEC+ actually are, why members cheat on production quotas, and why the UAE's exit matters more than past departures. We also break down the market impact: crisis-level oil prices, winners and losers, and whether today's supply shock could turn into tomorrow's oil glut.

The whiskey world is changing—and not quietly.In this episode, we dive headfirst into two forces shaping the future of the industry. First, the growing push to legalize home distilling in the U.S., and what that could mean for innovation, craftsmanship, and the next generation of distillers. Is this a return to whiskey's roots…or a disruption the big players aren't ready for?Then, we turn to the corporate side of the fight. Rumors are swirling around Sazerac Company potentially setting its sights on Brown-Forman—a move that could reshape the power structure of the whiskey world overnight. What would this mean for legacy brands, market competition, and the soul of the industry?From grassroots distillers to billion-dollar boardrooms, this episode breaks down the tension between tradition, control, and the freedom to create.The future of whiskey isn't set in stone—and the fight is already underway.Patreon.com/offtopicwhiskeyBadmotivatorbarrels.com/shop/?aff=3https://www.instagram.com/zsmithwhiskeyandmixology?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==The "fight for the future of whiskey" is not a single battle, but a complex intersection of market corrections, regulatory disputes, and shifting consumer values. As of 2026, the industry is transitioning from a decade of "hyper-expansion" to an era defined by maturity and transparency.1.The "Glut" vs. Disciplined ProductionA major internal conflict exists between maintaining high prices and managing a massive surplus of aging stock.Inventory Crisis: In Kentucky alone, aging barrels have reached approximately 16.1 million, a potential oversupply of 300% compared to current demand.Strategic Pauses: To prevent a total market collapse, major producers like Jim Beam and Diageo (owners of Balcones and George Dickel) have suspended or slowed production through 2026 to let inventories normalize.De-premiumization: Experts note a reversal of the two-decade "trading up" trend. Consumers are becoming skeptical of $1,000+ "vanity bottles" and are returning to the $30–$70 price range for better value.2. The Direct-to-Consumer (DTC) ShowdownA significant legal and regulatory fight is occurring over how whiskey reaches the consumer.Three-Tier System: Many state legislatures are fighting to protect the traditional three-tier system (producer → wholesaler → retailer) to secure tax revenue and maintain oversight.Shipping Rights: Craft distillers are lobbying for the right to ship directly to doorsteps, arguing it is essential for survival in a market where large distributors often favor legacy brands.3. Global Trade and Retaliatory TariffsWhiskey has become a primary weapon in international trade disputes, leading to what some call a "Tariff War".Retaliatory Barriers: Major markets like Canada and the EU have imposed significant tariffs on American whiskey. In 2025, some Canadian retailers even pulled American bottles from shelves entirely, replacing them with "Buy Canadian" signs.The Pivot to India: With Western markets slowing, the industry is fighting for access to India, the world's largest whiskey market by volume. Producers are lobbying for lower tariffs (currently at 100% for U.S. bourbon) to tap into India's massive rising middle class.4. Sustainability and AuthenticityA cultural "fight" is emerging as brands compete for younger, "mindful" drinkers.Terroir & Ingredients: Distillers like Westland are focusing on Pacific Northwest peat and heirloom grains to prove provenance.Eco-Mandates: Sustainability is becoming a market requirement rather than a choice. Brands like Bruichladdich and Glenmorangie are leading shifts toward renewable energy and water conservation to attract eco-conscious Gen Z and Millennial buyers.Transparency: The "new luxury" is information. Brands that publish mash bills, fermentation choices, and barrel details are winning loyalty over those relying on marketing "hype".

Wine supplies continue to outstrip demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers return to discuss the larger-than-(some)-expected 2025 California grape crush, the path to equilibrium in wine supply, and whether the costs of domestic production and competition from imports mean that every acre of wine grapes pulled out of production will never come back.  Topics covered in this discussion:  The results from the California Grape Crush Report, why prices from that report don't reflect the actual health of wine grape and bulk wine pricing, and why so many industry analysts dramatically underestimated the size of last year's harvest.  What the optimal strategy for wineries and growers is and whether buyers are pulling back on contracted commitments at the expense of future stability.  What is going to happen to all those mothballed vineyards. The role of imports in replacing lost acres in California and the possibility that all future incremental demand for wine volumes in the US will be met by foreign producers.   Relevant time stamps:  03:20 – The status of acreage rightsizing in California and the not-so-good fate of mothballed vineyards. 22:45 – The bulk wine market, demand, and the lack of demand for old vintage wine. 33:30 – The crush report and what it means for different regions and growers. 43:15 – The financialization of the wine industry and incentives to leave your growers out in the cold. 52:30 – Imports, the road to recovery, and the dark world the future could hold.   Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Most runners ask one question before a race: did I finish my training plan? But fitness and race readiness are not the same thing — and in this episode, Zoë and TJ break down the physiological and psychological framework that actually tells you whether you're ready to toe the line.They start with the foundational model: fitness + freshness + specificity. Using the Banister fitness-fatigue model, they explain how both signals decay at different rates (fatigue's half-life is roughly 7–10 days; fitness is 40–45) — and why that gap is exactly where your race-day performance capacity lives.From there, they go sign by sign through five indicators you're ready — including aerobic decoupling and cardiac drift as readiness metrics, what glycogen supercompensation actually feels like during taper, why race-specific physiological systems (VO2max, lactate threshold, SGLT-1/GLUT-5 gut adaptation) can't be faked on race day, and how pre-race anxiety and pre-race arousal are the same physiological state with a different cognitive label.Then the five signs you're not: climbing out of a fatigue hole your neuroendocrine system is still broadcasting, missing race-specific work that willpower can't replace, running on a pain you've been rationalizing, under-fueling and under-sleeping your way to the start line, and the hardest conversation in coaching — when your goal and your fitness aren't in the same zip code.They also get into: Hot or Not on energy drinks at aid stations, AI-generated Spotify playlists vs. human curation, multi-day races and FKTs, and Prancercise (yes, really).Topics covered:The Banister fitness-fatigue model and why fitness and freshness decay at different ratesAerobic decoupling (Pa:Hr) and cardiac drift as race readiness signalsTraining Stress Balance (TSB): what the +10 to +25 range actually meansGlycogen supercompensation during taper — and why you should not get on a scaleVO2max, lactate threshold, and time-on-feet: the specificity gapGut training: SGLT-1 and GLUT-5 transporter adaptation, and why 12 weeks out is not too earlyPre-race arousal vs. anxiety — the Alison Wood Brooks reappraisal researchHPA axis dysregulation, HRV, and the neuroendocrine signals of a fatigue holeDOMS vs. injury-relevant pain — the checklist coaches actually useWIG, WAG, and WOG: cascading race goals and why rigid goals aren't ambitiousMore at microcosm-coaching.com. Join the Foothills community for $10/month — group coaching, Slack community, and twice-monthly roundtables with Microcosm coaches.

The first round of County Championship matches featured two totals over 500, five draws and a number of batsmen filling their early-season boots. Jamie Smith was one, promoted to number three by Surrey. What do we read into that and what else did we learn from those first matches? Simon Hughes and Simon Mann consider the entrails ad celebrate the continued excellence of the 43 year old Jimmy Anderson as he passes the 1150 first class wicket mark. Later on we chat to Sam Morshead, the founder of CounterPress, a platform offering daily, dedicated online coverage of individual counties with news, opinion and reports. The individual sites can be found by clicking on these links below - Cider Press (Somerset) http://ciderpress.news Hove & Away (Sussex) http://hoveandaway.news Lanky Lanky (Lancashire) http://lankylanky.news King Pears (Worcestershire) http://kingpears.news Taff & Daff (Glamorgan) http://taffanddaff.news The Bear (Warwickshire) http://the-bear.news The Chester (Durham) http://thechester.news The Fox (Leicestershire) http://the-fox.news The Hawk (Hampshire) http://thehawk.news The Peakite (Derbyshire) http://thepeakite.news The Rey (Surrey) http://therey.news The Spitfire (Kent) http://thespitfire.news The Steeler (Northants) http://thesteeler.news The Trent (Notts) http://thetrent.news Up The Middle (Middlesex) http://upthemiddle.news White Rose Files (Yorkshire) http://whiterosefiles.news The Glorious Gazette (Glos) https://www.thegloriousgazette.news #cricket #countychampionship #englandcricket Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dieses Mal stellt jeder von uns wieder zwei Titel vor, die ihm in letzter Zeit besonders am Herzen gelegen haben. Raoul kommt mit einem ganz besonderen Sahnehäubchen um die Ecke... Feuerzeug an. Spotify Playlist 26 (mit den sensationellen Songs aus unserem Podcast) Achtung: Die Liste enthält natürlich nur die auf Spotify verfügbaren Titel. Wie wir aber alle wissen, gibt es noch ein Musikuniversum jenseits von Streaming. Facebook (mit News aus der Rockmusik und allem, was glücklich macht) YouTube (der ganze Rest) Anregungen, Ideen? Dann schreibt uns doch mal - wmruv2021@gmail.com  Dieser Podcast wird vermarktet von der Podcastbude.www.podcastbu.de - Full-Service-Podcast-Agentur - Konzeption, Produktion, Vermarktung, Distribution und Hosting.Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen?Dann schaue auf www.kostenlos-hosten.de und informiere dich.Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten. kostenlos-hosten.de ist ein Produkt der Podcastbude. (00:00) Kapitel 1

The "green chicken" known as Doomberg joins the program to discuss the "fog of war" in the Middle East and the resulting volatility across the energy and precious metals sectors. He explains that the recent counter-intuitive dive in gold prices was likely driven by Middle East oil producers selling liquid collateral to meet massive margin calls on their hedged production. The discussion highlights a unique "fresh iPad experiment" used to bypass Western algorithmic bias, revealing how Iran is strategically targeting energy infrastructure with specific American shareholder interests. Doomberg and Trevor also discuss the emergence of "Fortress North America," where the U.S. and Canada remain energy-independent while island nations like Australia and Japan face "molecular shortages" and catastrophic economic risks. Finally, Doomberg warns of the U.S. military's vulnerability in rare earths while predicting that current shortages will eventually trigger a massive over-investment, leading to a long-term glut and a potential collapse in commodity prices.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Where is the Glut? The Iran Conflict Exposes the Glut Narrative with High Oil Prices LoomingOur prayers go out to our brave soldiers who have fallen today, and we pray for their families and the wounded for a full recovery. 1. Iran Conflict and Oil Markets The transcript extensively covers how escalating tensions between the US, Israel, and Iran are disrupting the oil market narrative. There's discussion of potential oil price spikes (potentially reaching $100-$120 per barrel for Brent crude) and the impact on regional oil shipments from countries like Saudi Arabia, Iraq, and Iran.2. US Strategic Objectives The discussion explores the geopolitical strategy behind US military actions, suggesting the goal is to gain proxy control over Iran's oil and gas reserves. This is framed as leverage—not just against China, but also impacting the Bank of London and the EU.3. US Oil Production and Investment Dynamics The transcript analyzes the resilience and growth of US oil production despite price volatility and geopolitical tensions. It compares investment returns between traditional oil and gas companies versus renewable energy companies, noting that renewable growth has been heavily subsidized by federal programs.4. California's Refining Capacity There's discussion of regulatory pressure from the California Air Resources Board (CARB) attempting to force closure of the state's remaining seven refineries, which could result in increased imports from China and India.5. Legal Developments in Energy Sector A significant topic is a North Dakota court ruling indicating Greenpeace may owe $345 million in damages related to Dakota Access pipeline protests, suggesting a potential shift in how the energy industry addresses activist litigation.1.The Iran Conflict Exposes the Missing Oil Glut Narrative2.How the Iran Conflict Will Impact Global Oil Shipments by Country3.The US Military Campaign Against Iran Is Part Of Trump's Grand Strategy Against China4.Resilient U.S. Oil Production Is a Boon to Trump. How Long Will It Last?5.Energy Company Warns CARB on ‘The Stark Reality' Driving In-State Refining Capacity to Zero of CA's Remaining 7 Refineries6.Judge Indicates He Will Order Greenpeace to Pay $345 Million in Oil Pipeline Case: A Turning Point in Climate Lawfare?Shout out to our Sponsor, Reese Energy Consulting https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

You can be thin, active, and still carry dangerous visceral fat around your organs. Unlike subcutaneous fat you can pinch, visceral fat is hidden deep in the abdomen and strongly linked to heart disease, insulin resistance, fatty liver, and early mortality. More cardio is not always the answer. Visceral fat is hormonally driven and protected by insulin and cortisol. Chronic stress and long-duration cardio can actually increase cortisol, making it harder to lose stubborn belly fat. In this episode, Ben shares a simple strategy: 25 squats twice per day. Squats activate the largest muscle groups in the body, improve insulin sensitivity, and stimulate GLUT-4 transporters to pull glucose out of the bloodstream and into muscles. Lower insulin levels mean less protection for visceral fat. You'll learn: The difference between subcutaneous and visceral fat Why cortisol promotes abdominal fat storage How muscle contraction sends a fat-burning signal Why resistance training is crucial after age 45 What to expect in the first days and weeks Simple squat modifications for all fitness levels Why stacking nutrition, sleep, and recovery matters The squat is the ignition.The lifestyle stack determines the acceleration. Ben also shares details about his 14-Day Metabolic Reset and a free 7-day drug-free belly fat protocol to help you lower insulin, preserve muscle, and reclaim metabolic control. Remember: You are not trying harder. You are sending the right signal.

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.

As part of our 5-part series looking into the outlook for refined products in 2026, this episode takes a deep dive into the global gasoline market. The global gasoline market saw unseasonable strength in the final quarter of 2025, and this episode breaks down what's behind it. We also discuss how EV adoption, policy shifts, and blending mandates are reshaping demand across key regions, assess the impact of new mega‑refineries on traditional trade flows, and highlight the critical drivers to watch as we move into 2026. Gasoline cracks surprised to the upside in late 2025, peaking in November across Europe and Asia as widespread refinery maintenance in Asia and the Middle East tightened supply. But moving further into 2026, gasoline cracks are expected to come under pressure from more consistent gasoline supply and lengthening balances, particularly in the Atlantic Basin. Listen to our market experts, Emma Pike - Gasoline Analyst, George Maher-Bonnett – Deputy Editor and Asill Bardh – Senior Reporter, as they discuss the latest developments shaping the global gasoline market, reflect on how it evolved through 2025, and outline the critical drivers to watch as we move into 2026. 

Take your personal data back with Incogni! Use code MARKDAVIS at the link below and get 60% off an annual plan: https://incogni.com/markdavisSee omnystudio.com/listener for privacy information.

Imogen Bhogal & Dan Caesar deliberate on what would put the cherry on top of Keir Starmer's trade mission to China, and why 'overcapacity' is the crisis looming over the global automotive market. They also discuss how solar beats biofuels, 'dark factories', cold conditions & Polestar's triumph. Grotesquely inefficient Biofuels: https://ourworldindata.org/biofuel-land-solar-electric-vehicles?utm_source=substack&utm_medium=email Excess capacity in Europe: https://www.autonews.com/manufacturing/automakers/ane-automakers-europe-production-problems-0124/?utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter-ANEDontMiss-20260126 Chery & JLR join forces in UK: https://www.ft.com/content/6998c36a-d098-4605-aa44-e5a6557651f9 Why not come and join us at our next Everything Electric expo: https://everythingelectric.show To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show EE NORTH (Harrogate) - 8th & 9th May 2026  EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026  Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow   Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk

You can't buy this kind of entertainment. When President Trump throws out a mean Truth Social post, he can move the markets, but when an Aircraft Carrier Strike group shows up near Iran and Iraq, the oil traders panic. It is quite possible that the Glut Narative may just roll off into the sunset, as Stu Turley has said on the podcast "Where's the Glut?" much like the "Where's the Beef" Wendy's commercial. We are seeing a commodities Supercycle surge, and did oil just make it to the Commodities Homecoming Dance? We cover critical investing and issues that will impact consumers in the oil and gas markets. The main topics discussed in this Energy News Beat Stand-UP are:1. Geopolitical tensions and their impact on oil prices:  - President Trump's threats of military action against Iran and the resulting spike in Brent crude oil prices  - Concerns about potential supply disruptions from Iran and Iraq, which could further impact oil markets2. Declining oil and gas exploration and investment:  - The plunge in global conventional oil and gas discovery volumes in recent years  - The decline in overall oil and gas capital expenditures, focused on short-cycle, low-cost projects  - The high percentage of production coming from post-peak oil and gas fields raising concerns about future supply3. The changing dynamics in the oil and gas industry:  - The dichotomy between "drill, baby, drill" and "grow, baby, grow" approaches to production  - The role of refinery demand in determining the pricing and trading of different crude oil grades  - Saudi Aramco's efforts to change how OPEC monitors and prices oil, moving towards a more refinery-driven model4. Potential mergers and acquisitions in the sector:  - The ongoing discussions around a potential merger between Coterra Energy and Devon Energy  - The involvement of activist investor Kimmeridge in pushing for this merger, including the potential nomination of Scott Sheffield to Coterra's board5. Performance and outlook for oil and gas companies:  - The strong stock price performance of major oil companies like ExxonMobil and Chevron  - The potential opportunities in the mining and gold/silver sectors as a hedge against oil and gas market volatilityStories Covered in today's Energy News Beat Stand-Up1.Brent Breaks $70 After Trump Threatens Iran With Military Force2.Oil Options on Longest Bullish Run Since 2024 as Iran Risk Looms3.Oil Exploration Drastically Lagging Demand – We are approaching a critical junction of lack of investment4.Trinidad & Tobago: The $4 Billion Nat Gas Play5.Gas Turbines Suffer Economic Hardships Due to Stress Placed on Them by Wind and Solar6.Saudi Aramco Raises $4 Billion as Oil Prices Remain Under the Oil Glut ThreatA shout-out to Reese Energy Consulting for sponsoring the Podcast: https://reeseenergyconsulting.com/Check out: theenergynewsbeat.substack.com,Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

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

In our first episode of the new year, Sarah and Mike acknowledge the overwhelming national and international backdrop of the current moment before diving deep into a different time altogether—1893 Turners Falls. They discuss the special archival section from the New Years Day edition of the paper and answer listener questions about it. Then, back to the present for some bread-and-butter Montague Reporter content: a dam gets undammed and a pit gets filled. Looking at the future, a glut of elections is forecast for this year in Montague.  Submit your own question for the editor at podcast@montaguereporter.org!

New York City will be a notable exclusion from proposed legislation to legalize commercial robotaxis across the state. The tech giant has pledged to be a "good neighbor" as it continues to invest in AI infrastructure throughout the country. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show. Doomberg has been elevated to “National Treasure Status” by Stu Turley and The Energy News Beat Podcast team. Our great guests help us reach #3 in FeedSpot's Top 70 Energy Podcasts in the world.Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me.Here are the key points we cover.1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US.2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela's oil assets.3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources.4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats.5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don't rule out Gavin, as he could be in the running if we don't fix our elections and adopt same-day paper ballots.Interesting Doomberg Moments1. “The physical global energy markets are extraordinarily well supplied. As we're talking today... Newcastle coal, 107 bucks a million BTU, that's doing nothing. Landed LNG in Europe is 963. Henry Hub natural gas is about three-quarters of a Big Mac, and an ounce of silver will buy you a barrel of oil and some change.” - DoombergThis quote highlights the current oversupply and low prices across various energy commodities.2. “China has been buying a million extra barrels a day all year for most of 2025 and stuffing it into their strategic reserves.” - DoombergThis quote suggests China is aggressively building up its strategic oil reserves, which could impact future oil market dynamics.3. “If natural gas were to spike on AI demand, say, you could see drillers drilling for gas and dumping the crude oil onto the market, the way they're drilling for crude oil and dumping the gas onto the markets now, if that ever pivots.” - DoombergThis quote discusses the potential for producers to shift their focus between oil and gas production in response to market conditions.4. “There is no such thing as a Republican in D.C. There's the uniparty. There's Mega on the right, and Bernie on the left. And the middle is the same party. Look, there is no distinction between Mitch McConnell and Chuck Schumer, I hate to break it to you. It's all phony.” - DoombergThis quote expresses a cynical view of the U.S. political system, suggesting there is no meaningful ideological difference between the two major parties.5. “Trump is a disruptor to that. Look, there's a Republican party at the state level and at local levels, but not in D.C. No. Ted Cruz isn't a Republican.” - DoombergThis quote further elaborates on Doomberg's view of Trump as a disruptive force against the established political order in Washington.I am hopeful that we get our elections fixed, but unfortunately, I believe Doomberg is right yet again. The Uni Party is alive and well, and it really saddens me.A shout-out to David Blackmon and his industry leadership and writing. It is an honor to have him share time with Doomberg.We have some more great CEO, and I am getting ready to interview some folks on the Texas ERCOT grid, and we have more articles we are working on. We will be interviewing Doug Sandridge, who will be returning from Saudi Arabia next week, and he will have some insights into the global oil and gas markets.Thanks again to our patrons, subscribers, and readers on all of our platforms.Please reach out and subscribe to Doomberg atDoombergA lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.Subscribe to the Energy News Beat Substack Here:The full transcript will be at https://energynewsbeat.co/Discussion about this episodeTime Stamps: 01:57 Doomberg: Where is the oil glut06:05 China is buying oil, and are they preparing for war?12:50 Venezuela and the oil impact26:11 Canada and great subscribers41:58 Doomberg's methodology

REVENGE, REVOLUTION, AND THE BIRTH OF A PATRIOT Colleague Professor Robert G. Parkinson. In 1774, a grief-stricken Logan launched a brutal revenge campaign, killing nearly 20 people to "glut his vengeance." This violence occurred as the Continental Congress began forming an army, calling for rifle companies from the frontier. Ironically, Michael Cresap, the man Logan blamed for the murders, was appointed to lead a Maryland rifle company. As Lord Dunmore launched a war against the Shawnee to secure land for Virginia, Logan delivered his famous lament to his brother-in-law John Gibson, signaling that his personal war was over and he was satisfied with the blood he had spilled. NUMBER 4

Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026. How geopolitics and sanctions may impact oil pricing in the year ahead Whether or not the “energy transition” is still moving forward despite policy headwinds How energy investors should be feeling heading into the New Year after a lackluster 2025 Companies discussed: FANG, EOG, XOM, CVX, PCCYF, SNPMF, ENB, ET, EPD, FLSR, SEDG, CWEN, BIP, BEP, NUE, CAT, D, EVRG, META, PSX Host: Emily Flippen, Jason Hall, Keith SpeightsProducer: Anand ChokkaveluEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit  ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this wide-ranging and candid conversation, Lance Roberts is joined by longtime friend and veteran television reporter Tom Zizka to discuss how media, markets, and economic reality have fundamentally changed over the past two decades. The discussion begins with the evolution of modern media—from the rise of social platforms and the "small screen" revolution to the growing pressures of monetization, speed, and narrative framing. Lance and Tom explore how storytelling has shifted from context-driven reporting to image-driven headlines, and what that means for public perception, trust, and accountability. From there, the conversation moves into markets and policy. Topics include the economic implications of Trump's re-election, why falling oil prices were driven more by markets than politics, and the disconnect between calls for expanded drilling and the reality of global oil gluts. The episode also examines farm subsidies, the critical role of farming and trucking in the U.S. economy, and why inflation—while unpopular—is often necessary for economic growth. The discussion extends to immigration, contrasting legal versus undocumented impacts on the economy, the power of imagery and narrative in shaping public opinion, and the widening wealth gap that continues to distort economic expectations. Lance and Tom also touch on cultural shifts, including the growing debate over college versus skilled trades, the rise of short-form video, and the increasingly complex checklist required for modern publication and media compliance. Blending humor, real-world reporting experience, and market insight, this episode offers a grounded look at how media narratives influence economic understanding—and why reality often looks very different once the headlines fade. 0:00 - INTRO 0:19 - The Tables are Turned 2:22 - Changes in the Media - the necessary evolution 4:30 - Media Monetization and The News 8:29 - The Advent of the Small Screen - Facebook 2010 11:12 - Dead People in Houston Bayous - the Bayou Butcher? 13:40 - Lance is a Cereal Killer 14:46- The Trump Re-election - What Did it Mean? 15:17 - Bringing Down Oil Prices - Markets Did That; Ending Restrictions on Drilling vs the Glut of Oil 19:50 - Texas Beef Production & Cow Tipping 21:46 - Immigration Methodology - Pictures & Narrative on Social Media, 24:13 - Immigration Impact on Economy - Legal vs Undocumented 29:45 - The Big Beautiful Bill or Big and Ugly 31:11 - Farm Aid Package - Farm Subsidies 35:07 - The Criticality of Farming & Trucking to the Economy 36:33 - Economic Reality & The Wealth Gap 41:30 - People Expect Prices to Go Down 42:35 - Why We Want Inflation - Economic Growth 45:27 - The Cycling Story - Criterion Racing - Lucas Bourgoyne 48:22 - Social Media Videos & In-Laws 50:09 - College vs Trades 52:58 - The Ever-growing Checklist for Publication Watch the Video of this interview on our YouTube channel: https://youtube.com/live/tsurGgQO88w #MediaAndMarkets #EconomicReality #FinancialMedia #OilPrices #WealthGap

Interview recorded - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights.During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA depletion, Natural gas markets, equities shift and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of 20252:59 - Oil crash5:19 - Supply glut8:14 - OPEC+ increase12:58 - IEA depletion14:35 - Efficiency improvements20:39 - Peak shale?23:55 - Equities resilient vs commodity26:38 - Capital allocation28:59 - Natural Gas32:21 - Investing focus35:52 - One message to takeaway?Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, highlighted in Barron's and elsewhere for exceptional performance as Bison's CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh's leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Josh began his career as a management consultant to Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor's Single-Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago.Josh Young - X - https://x.com/JoshYoungWebsite - https://bisoninterests.com/Substack - https://www.bisoninsights.info/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Michael and I would like to take a moment and thank all of our great Subscribers and patrons this year. It has been a wildly successful growth year in listens, watches, and articles read, and we are truly blessed to see it. We are striving to improve and keep growing with some different things rolling out next year.While the cancellation is under review with the Department of War for national security risks, I think that if science is applied, it will be an easy ruling. So after reading about these cancellations, I wanted to see who would be impacted by the company and how consumers would be impacted. This will be an ongoing story as it unfolds, but the high utility costs will be passed on to consumers. And make no mistake, the Democrats will use this to their advantage, and Republicans won't do anything.President Trump and Secretaries Doug Burgum and Chris Wright are running down the road trying to do the right thing for the American People. The costs associated with the project are going to be huge, and when the Democrats start ripping President Trump over this, remember the Billions of dollars and the crippling of the economy that Obama, Biden, and the governors of Democratic states cost the US citizens by their overreach and Net Zero enforcement of horrific policies. The main topics discussed1. The Trump administration's cancellation of several major offshore wind projects in the U.S. due to national security concerns. The projects mentioned include Vineyard Wind One, Revolution Wind, Sunrise Wind, Coastal Virginia Wind Offshore, and Empire Wind.2. The potential impact of these project cancellations on companies involved, such as Dominion Energy, GE Vernova, Orsted, and Equinor. The transcript discusses the financial performance and stock price movements of these companies.3. The debate around the definition of "green energy" and the challenges of integrating renewable energy sources like wind and solar into the power grid, including issues around transmission, costs, and reliability.4. The delay or cancellation of the retirement of some fossil fuel power plants in the U.S. in response to increasing electricity demand, particularly from the growth of AI and data centers.5. The global oil market dynamics, including the "oil glut" with a large number of oil tankers at sea, the impact of sanctions on major producers like Russia and Venezuela, and discussions around OPEC's role in oil price determination.6. The overall commentary on the state of the energy industry, policy debates, and Stu's perspectives on the various topics covered.1.All Large Scale Offshore Wind Projects Under Construction Suspended Due to National Security Concerns2.Virginia-based Utility Dominion Energy May Be Hit as Investors Eye This Week's Offshore Wind Cancellations3.GE Vernova Inc: Supplier to Vineyard Wind, Looking at Its Books After This Week's Trump Administration Cancellation of Projects4.U.S. Fossil-Fuel Power Plants Delay Retirement as AI Power Demand Soars5.Oil Glut and Surging Barrels at Sea Have Spooked Oil Traders and the Market, but Is This Market Dysfunction Rather Than a Glut?6.U.S. Department of Energy to Return $13 Billion to the Treasury and a clear definition of green energy is needed.Feel Free to use this as an excuse to not hang out with your in-laws if you need to over the holidays. We may be more fun. Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/Also, if you need to calculate your tax burden, check out the tax calculator here https://energynewsbeat.co/invest/Merry Christmas to all, and thank you to all of our great followers, subscribers, and patrons.Check out Reese Energy Consulting, Sponsor of the Energy News Beat, Stand Up https://reeseenergyconsulting.com/

PREVIEW Guest: Michael Bernstam Summary: Michael Bernstam analyzes declining oil prices, noting a global glut that has pushed prices under $60 per barrel. He explains that because Russia loses roughly $2.7 billion for every $10 price drop and sells at a deep discount, current revenues are insufficient to sustain its budget or war effort. 1914

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?

REVIEW Michael Bernstam of the Hoover Institution analyzes the impact of sanctions on Russia, whose economy is hurt by cheap oil prices. The International Energy Agency forecasts a significant oil glut of 2 to 4 million barrels per day surplus in 2025 and 2026. This, along with US deregulation, means cheaper oil, potentially causing Russia to stumble into a deep recession. Guest: MichaelBernstam.

No surprise to me that there's a glut of apartments on the market  I saw the potential for this oversupply happening in San Diego a couple of years ago. It seemed anywhere you drove within a short distance you would see the construction of new apartment buildings. It is not just here in San Diego though as the glut of apartments is happening around the country. With the dynamics of supply and demand, if you're looking for an apartment today, you're in for a treat. In September rental rates had the steepest drop in more than 15 years. Landlords are now offering months of free rent, gift cards, free parking and some are even paying for your moving expenses just to get you to sign a lease. You may want to play hardball because in some areas they'll even cut the rent on top of all those incentives. In September, 37% of rentals agreed to concessions like months of free rent. What caused the problem for landlords is during the early years of the pandemic, developers could not begin building apartments fast enough, especially in the Sunbelt area where there was a major population migration. It became the biggest apartment construction boom in 40 years, but because of the delay of construction permits and labor shortages, development took much longer than they had hoped. It seemed no one looked around to see all the apartments going up, and now they're all competing with each other for renters. The landlords are hoping they can raise rents by the end of 2026 or at least sometime in 2027, but I don't think they are factoring in how many apartments are online with more still to come. Based on the current apartment inventory and new apartments coming online, renters could be in for lower rent maybe perhaps until 2028. This will not be good for the housing market because rent for houses will be the next to fall and then people will have to factor in the affordability of renting vs buying a home. This would also likely hurt the demand for buying rental properties as an investment if you can't get as much rent as you thought.    Are the large hyperscale companies like Meta, Microsoft, and Alphabet inflating earnings?  Michael Burry, who was made famous by "The Big Short", made the claim that some of America's largest tech companies are using aggressive accounting to pad their profits. He believes they are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic. Investors are likely aware of the huge investment these companies are making in AI, but they likely don't understand how the accounting of the investments work. If a business makes an investment in these semiconductors/servers of let's say $100 B, that doesn't hit earnings when the money is spent as under generally accepted accounting principles, or GAAP, they are instead able to spread out the cost of that asset as a yearly expense that is based on the company's estimate of how rapidly that asset depreciates in value. From what I've seen, these companies are generally depreciating their Nvidia chips for over 5 to 6 years. This seems to be a stretch considering Nvidia is on a 1-year chip production cycle, and the technology is changing quite rapidly. Burry estimated that from 2026 through 2028, the accounting maneuver would understate depreciation by about $176 billion and if Burry is correct, hyperscale's will have to write off AI capex as a bad investment, due to depreciation-useful life mismatch. This would then produce a major hit on earnings. While I remain a believer that AI is here to stay, I do believe there will be some big-time losers in this space given all the money that is being spent. Be careful chasing the hype as I do worry the fallout for some of these companies could be larger than many things possible. Burry has also warned this year that AI enthusiasm resembles the late-1990s tech bubble and recently disclosed put options betting against Nvidia and Palantir. He also stated that "more detail" was coming November 25th, and that readers should "stay tuned." I know I'm definitely curious what other information he has!    China is no longer just manufacturing; they are also beginning to innovate.  For many years innovation was generally done here in the US, and we would have the products manufactured in China. China is no longer happy with this arrangement, and its research and development spending is up nearly 9% a year well above the 1.7% here in United States. In 2024, China filed 70,160 international patents which was about 16,000 more than the 54,087 patents the US filed. China also seems to be more advanced in robotics installing 300,000 industrial robots in 2024 compared with roughly 30,000 industrial robots in the US. It also has been noted that when it comes to worldwide sales of electric vehicles, 66% came from China. While these developments seem positive for China, the country is still experiencing problems with a slowing economy as they have seen fixed asset investment decline and a slowdown in retail sales. The population of China has also declined over the last three years, and the real estate market after four years has really taken away a lot of household wealth. China's public and private debt continue to climb rapidly, which is becoming a problem for them as well. It is estimated that China is spending around $85-$95 billion on AI capital spending yet their economy is struggling as noted by the China Merchants Bank which talked about a 11% decline in consumption among customers and retail loans are now under pressure. China's exports to the US are down 27% because of the tariffs, but worldwide their exports are up 8%. It was recently reported that Beijing banned foreign AI chips from Nvidia, Advanced Micro Devices and Intel from government funding data center buildouts. Currently, China cannot pass the US and its allies in producing the most advance semiconductors, but they're making very good progress in developing mid-level chips and parts of the AI ecosystem. The US must continue to forge ahead because if we rest, China will be the world dominant power    Financial Planning: 50-year Mortgage: Helpful or Hurtful? A 50-year mortgage is being discussed as a way to reduce monthly payments and help with affordability, offering borrowers slightly lower costs that could help them qualify for homes otherwise out of reach. Critics argue that these loans would saddle buyers with far more interest paid to banks and that many borrowers would never pay off such a long mortgage, but those arguments often miss the bigger picture. Paying a low rate of interest to a bank is not inherently bad if it allows someone to invest money elsewhere at higher returns, just as today's homeowners with 30-year mortgages at 2% benefit greatly from not paying them off early. Also, most mortgages today are never fully paid off anyway because homes are sold, or loans are refinanced long before they reach maturity. A 50-year loan would be no different, especially since borrowers could always pay more than the minimum if they wanted to accelerate payoff. In practice, savvy investors would likely use the freed-up cash flow from 50-year mortgages to invest in higher-return opportunities, but most borrowers probably wouldn't resulting in slower wealth accumulation for the masses without addressing the root cause of housing affordability. If used correctly, this loan could be a useful tool, but I fear the overall impact could be damaging.     Companies Discussed:  Axon Enterprise (AXON), Zoetis Inc. (ZTS), Elf Beauty Inc. (ELF),Sweetgreen Inc. (SG)  

The International Energy Agency is out with its 2025 World Energy Outlook report and has brought its Current Policy Scenario section back with it. In recent years, the GOP has complained about the omission of the Current Policy Scenario analyzing future energy trends based on enacted laws and measures. POLITICO's James Bikales breaks down the report and why its predictions about a natural gas glut are causing such a buzz. Plus, Pennsylvania governor Josh Shapiro decides to pull out of the Regional Greenhouse Gas Initiative in the state's newly passed budget.  Josh Siegel⁠⁠ is an energy reporter for POLITICO and the host of POLITICO Energy.  James Bikales is a reporter for POLITICO. ⁠⁠Nirmal Mulaikal⁠⁠ is the co-host and producer of POLITICO Energy.   ⁠Kara Tabor⁠ is an audio producer for POLITICO.  ⁠⁠Ben Lefebvre⁠⁠ is the deputy energy editor at POLITICO.  ⁠⁠Matt Daily⁠⁠ is the energy editor for POLITICO.  For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: ⁠⁠https://www.politico.com/power-switch⁠⁠  And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: ⁠⁠https://subscriber.politicopro.com/newsletter-archive/morning-energy⁠⁠  Our theme music is by Pran Bandi.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Wann lernte der Mensch, Feuer zu machen? Archäologen suchen weltweit nach Spuren - vom Fischkochen bis zum Magdalénien-Ofen an der Saale. In dieser Podcast - Folge geht IQ Autorin Dagmar Röhrlich auf eine Spurensuche zwischen Glut, Stein und Wissenschaft.

Nur eine Lampe steht auf dem Tisch am Ende des Raumes. Ihre Birne macht die letzten Atemzüge und flackert ihrem Ende entgegen. Vor mir sitzt im Halbdunkel Klaas Heufer-Umlauf. Mit einer Kreditkarte teilt er einen Berg Kokain in vier Reihen. Die goldene Amex schabt und kratzt dabei über den Tisch. „Nur ein Spinnenbeinchen, Schmitti“…haucht er mit erschöpfter Stimme. Seine Stimmbänder ermattet wie die Glut der Birne, sein Klang nasal und leer. Blut tropft auf das weiße Pulver, färbt es rot. Gegen den Widerstand der zähen Flüssigkeit aus der Nase, zieht der Moderator, das Pulver irgendwie hoch. Über die Schleimhäute gelangt es ins Gehirn und Klarheit legt sich sanft über die Selbstzweifel, alle Unsicherheit wird erstickt. Vakuum für die Gedanken, die Gefühle erfrieren. Während Klaas schwebt, zieht Schmitti das „Spinnenbein“, dazu die roten Reste. Auch er verschwindet in der eigenen Unendlichkeit. Inneres Exil. Wie eine Lupe wirken die Tränen vor meinen Augen. Sie vergrößern das Elend vor mir. Zwei Freunde, zu Eis erstarrt. Aus Klaas Nase tropft das Blut. Schmittis Tätowierungen eitrig. Die Zigarette in seiner Hand glimmt in die Haut seines Zeigefingers. Wo hatte dieser Zerfall begonnen? Ich wühle in meiner Erinnerung. Mein Herz stoppt. Es war die Aufnahme der Folge „Kokstaxi wider Willen“ als wir beschlossen hatten, drogenabhängig zu werden, damit wir unserem langweiligen Leben eine für eine Netflix Dokumentation spannende Wendung verpassen. Eben jene Wendung, die den Zuschauern die Pupillen weiten und den Atem stocken lassen. Der Beifall des geifernden Publikums ist nun gewiss. Potenzierter Voyeurismus. Stunde Null für den Spannungsbogen. Die Asche für den Phoenix. Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte: https://linktr.ee/BaywatchBerlin

Nearly 70% of Russian crude production and exports are now under sanctions, raising costs and slowing settlements even though only 5% of exports use US dollars. Russia has relied on offshore traders and new entities to maintain flows, but this is more challenging for major producers like Rosneft and Lukoil. Indian imports may fall by 400 kbd, while Chinese flows should remain steady. Over time, Russia can redirect up to 0.8 mbd to other markets and China could absorb an additional 1 mbd, but profit margins will narrow due to higher costs and deeper discounts. Export volumes are expected to stabilize within a quarter after an initial pause.   Speaker:   Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on October 24, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5106838-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In this reflective, good-humoured episode of The Forest School Podcast, Lewis and Gemma wander from hornets and sweet chestnuts to big ideas in space design and session planning. They unpack a fresh “great board experiment” that swaps linear timetables for an Eight Shields-inspired planning wheel, then dive into a beautiful Japanese coffee-table book, The World Designed for Children, to ask how architecture can invite play. Along the way: apples, dehydrators, built-in play features, minimalism versus loose parts, logos and community identity, and a brand-new concept Lewis coins on air — Ludo Botany — matching kinds of play with specific plants and woodland management over time. It is a lively mix of practice, philosophy, and proper woodland gossip.

Paul Hoynes and Joe Noga break down how Cleveland getting another option year on prospect Juan Brito could clog the runway for prospects like Travis Bazzana. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joseph Sternberg details China's economic "pickle," resulting from the property bubble collapse and failure of its export-led model. The subsequent glut of goods risks deflation, which Beijing calls "involution," dangerously exacerbating vast debt problems. He notes that Xi Jinping resists market-led "creative destruction," prioritizing state control. Sternberg then analyzes London protests, concluding they are motivated by anti-Semitism and anti-Israel sentiment, irrespective of the Gaza peace talks. PM Starmer calling the protests "unbritish" reflects the government's difficulty in addressing these issues legally 1910 SHIPWRECKED

Joseph Sternberg details China's economic "pickle," resulting from the property bubble collapse and failure of its export-led model. The subsequent glut of goods risks deflation, which Beijing calls "involution," dangerously exacerbating vast debt problems. He notes that Xi Jinping resists market-led "creative destruction," prioritizing state control. Sternberg then analyzes London protests, concluding they are motivated by anti-Semitism and anti-Israel sentiment, irrespective of the Gaza peace talks. PM Starmer calling the protests "unbritish" reflects the government's difficulty in addressing these issues legally 1910 HALIBUT ALASKA

Hembo and Buster discuss the New York Yankees losing their fifth straight game, Jhoan Duran's entrance, what makes Cristopher Sánchez so dominant, how trading Rafael Devers unlocked the Red Sox lineup, and baseball is enjoying unprecedented (on-field) parity. Then, Tim Kurkjian and Dave Schoenfield talk about which team is the best in the American League, the complicated situation with Aaron Judge's return, chances for the Royals and Guardians to get back in the playoff race, and Buster's idea for the Hall of Fame. CALL THE SHOW: 406-404-8460 EMAIL THE SHOW: BleacherTweets@gmail.com REACH OUT ON X: #BLEACHERTWEETS 7:54 Hembo 27:35 Tim Kurkjian & David Schoenfield 49:49 Bleacher Tweets Learn more about your ad choices. Visit podcastchoices.com/adchoices

Hembo and Buster discuss the New York Yankees losing their fifth straight game, Jhoan Duran's entrance, what makes Cristopher Sánchez so dominant, how trading Rafael Devers unlocked the Red Sox lineup, and baseball is enjoying unprecedented (on-field) parity. Then, Tim Kurkjian and Dave Schoenfield talk about which team is the best in the American League, the complicated situation with Aaron Judge's return, chances for the Royals and Guardians to get back in the playoff race, and Buster's idea for the Hall of Fame. CALL THE SHOW: 406-404-8460 EMAIL THE SHOW: BleacherTweets@gmail.com REACH OUT ON X: #BLEACHERTWEETS 7:54 Hembo 27:35 Tim Kurkjian & David Schoenfield 49:49 Bleacher Tweets Learn more about your ad choices. Visit podcastchoices.com/adchoices

 In this episode of the Jake and Gino Podcast, Gino Barbaro dives deep into the current multifamily housing landscape and dissects whether the apartment oversupply crisis is reaching its end. Gino walks you through how the market cycle has evolved since the 2008 recession and explains why some cities like Dallas, Austin, and Phoenix are facing increased vacancy and downward rental pressure—while others like New York remain tight.If you're an investor, developer, or market watcher, this is your how-to guide on surviving (and thriving) in today's multifamily environment.Want a FREE copy of "Wheelbarrow Profits" or “Happy Money, Happy Family, Happy Legacy”?Email Gino at: gino@jakeandgino.comLearn more about the Wheelbarrow Profits Community:https://www.wheelbarrowprofits.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

It used to be that making documentary films meant taking a vow of poverty (and obscurity). The streaming revolution changed that. Award-winning filmmaker R.J. Cutler talks to Stephen Dubner about capturing Billie Eilish's musical genius and Martha Stewart's vulnerability — and why he really, really, really needs to make a film about the New York Mets. SOURCES:R.J. Cutler, filmmaker. RESOURCES:Fight for Glory, documentary (2025).Martha, documentary (2024)."Reality Check: The Boom—or Glut—in Streaming Documentaries Has Sparked a Reckoning Among Filmmakers and Their Subjects," by Reeves Wiedeman (Vulture, 2023)."Inside the Documentary Cash Grab," by Mia Galuppo and Katie Kilkenny (The Hollywood Reporter, 2022).Billie Eilish: The World's a Little Blurry, documentary (2021). EXTRAS:“Ari Emanuel Is Never Indifferent,” by Freakonomics Radio (2023).