Podcasts about iea

Chiny nie muszą zakręcać kurka z ropą, aby zatrzymać część zachodniego przemysłu. Kontrolują około 85 proc. przetwarzania metali ziem rzadkich i ponad 90 proc. przetworzonego grafitu. IEA ostrzega, że chińskie ograniczenia eksportowe mogą zagrozić produkcji wartej 6,5 bln USD.W najnowszym PB Brief wyjaśniamy, dlaczego świat rozpoczyna nową wojnę o miedź, lit, grafit i inne surowce krytyczne oraz co oznacza to dla KGHM. Sprawdzamy również, dlaczego ropa Brent przekroczyła 90 USD, co czeka giełdy w tygodniu wyników Alphabetu, Tesli i Intela oraz jak Pyszne.pl zmienia model współpracy z 5 tys. kurierów.⁠Na koniec rozmowa z Eugeniuszem Twarogiem o rekordowych zyskach firm pożyczkowych i ogromnych wypłatach dla ich właścicieli.⁠

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the play button above.We continue our SoH (Strait of Hormuz) Crisis Takeaways series with a check-in on our Obliterating Peak Oil Demand theme that rejects the idea that anyone can know today what decade let alone year oil demand will ultimately peak and subsequently plateau or decline. We have yet to see a scenario from major agencies, banks, or consultants that solves for everyone on Earth some day becoming energy rich, which, in our view, is the ultimate direction of travel. The massive unmet energy needs of the other 7 billion people on Earth points to growth in all current major energy sources and technologies. Energy's natural hierarchy of needs points to a high motivation by especially billion-person-scale developing countries to crack the code on new energy technologies. How is there still any doubt that we will of course need rising amounts of both traditional and new energy sources and technologies for many, many decades to come?There is some thought among energy observers that the SoH Crisis will accelerate the timing of “peak oil demand.” It is a view we reject. Even under our base-case of a messy stalemate between the U.S. and Iran and volatile oil flows out of the Strait, we are highly skeptical we could see the kind of sustained, large-scale substitution out of refined oil products into alternatives that would result in even a plateauing of global oil demand at global GDP rates of 2.7% or higher. In fact, growth in EVs (electric vehicles) and LNG (liquefied natural gas) trucks is likely helping economic resiliency in countries like China and others in southeast Asia during a time of SoH-driven stress and therefore keeping global GDP at better levels than might otherwise be the case. The ultimate driver of all forms of energy, including crude oil, is GDP growth. The biggest risk from the SoH Crisis was (or maybe still is) a deep global recession that would hit demand for oil and other energy sources in the short run.The combination of the April 7 ceasefire and June 17 MOU—as imperfect as both agreements have been—significantly reduced worst-case “$200 oil / global recession” risks. There is also plenty of evidence that neither side is looking for the kind of prolonged full-scale ground war that could drive a more substantial and ongoing disruption of oil supplies out of the region. As such, we are skeptical the duration of the crisis has been anywhere near long enough to accelerate more meaningful behavioral change, even when measured over a longer time frame than just the next few years.As always, we keep an open mind and welcome pushback or different points of view. With that said, our confidence in this core view has only grown since we first unveiled our “Obliterating Peak Oil Demand” series three years ago (here). We use the popular Q&A format to address the main questions we receive on the failing peak oil demand thesis.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com.Question 1 (Q1): You had pushed back on the so-called “peak oil demand” view that was most prevalent during peak “energy transition-climate crisis” years of 2021-2023. Does the SoH Crisis mean “peak oil demand” is back on the table?Answer (A): No.We continue to push back hard on the idea that anyone today can model with any certainty when oil demand will peak, plateau, or possibly decline when the unmet energy needs of the other 7 billion people on Earth are as massive as they are. That has been and remains a core ethos of ours. There are no major external forecasters that we are aware of that have modeled full global prosperity—i.e., everyone on Earth enjoying the basic human right of being energy rich.Q2: Isn't there growing evidence that peak oil demand is at least on the horizon even if you don't think it is imminent?A: No, there isn't. In fact just the opposite. There is more evidence that it is nowhere in sight.At a big picture level, we disaggregate growth in oil demand into two component pieces: (1) global GDP growth; and (2) an “efficiency gain” metric that is the change in the number of barrels it takes to generate a $ of GDP (Exhibit 1). Incorporated into our efficiency gain metric are all the things that would improve the multiplier of GDP to oil demand, including substitute products like EVs and LNG trucks as well as fuel economy gains. It's all captured in that one metric.Our key conclusion is that every year we use slightly fewer barrels to generate a $ of GDP, but that the rate of improvement is well short of what is needed to even flatten global oil demand. The common mistake of every “peak oil demand” forecast we have seen, in particular those from the IEA and leading major oil companies, is a massive over-estimation of future efficiency gains. Typically, too quick of a ramp in EVs and other substitute products is compounded by an assumption that despite fuel economy targets having been missed by 75%-95% historically, they will be achieved at something approaching a 100% success ratio going forward. It has honestly been ridiculous how willing otherwise smart analysts have been to over model and at times double count those two impacts in particular.Exhibit 1: Oil demand derivationSource: Goldman Sachs Research, IEA, OPEC, Veriten.Q3: What is the risk to oil demand?A: It would be extended recession-like global GDP.Global GDP hasn't exactly been booming over the past several years, but at 2.7%-2.8% it has been good enough to drive around a 1 million b/d per year oil demand growth reality. Our number one concern when it comes to oil demand is always the health of the global economy. It is why we did not celebrate (from the perspective of traditional energy companies) the upside risk of $150-$200/bbl as you saw from the perma bulls. The reason being that the kind of oil price needed to motivate a global recession is hardly a bullish outcome for traditional energy companies.Q4: Aren't rising EV sales a risk to future oil demand?A: We disagree with the ICE (internal combustion engine) versus EV zero sum mindset that almost everyone has (there is common ground among the climate-is-the-top-priority crowd and oil sector enthusiasts on perceiving ICE vs EV as a zero sum game).There is no chance that especially the billion-person scale economies like China and India are going to want to subject themselves to the magnitude of oil imports that would come from achieving rich-world economic status but only with traditional energy products. We already know this from observing China and fully expect India to diversify its energy sources and technologies in order to ultimately limit oil imports relative to a scenario where alternatives did not exist. We have long championed the benefits of energy source and technology diversification as good for all forms of energy. As noted above, we believe global recession is the biggest risk to oil demand.In the case of the SoH Crisis, we believe new technologies like EVs, LNG trucks, and the ability to work-from-home via Zoom and related products has added critical flexibility to offsetting a major supply loss as has occurred with the SoH closure. To be sure, that flexibility alone did not remove the worst-case scenario of oil needing to spike to $150-$200/bbl in order to force global recession, but it certainly was part of a series of mitigations along with the material SPR and commercial inventory reductions and pipeline redirections.Let us repeat this to ensure the point is made: growth in new technologies like EVs, LNG trucks, and Zoom has been positive for oil demand in that it has been a contributing factor to ensuring ongoing global economic growth.Q5: Won't the SoH Crisis drive an even faster shift to non-ICE vehicles?A: Yes, we are bullish on global EV sales, especially in large parts of Asia.New vehicle sales are as good of an indication of healthy economic growth as any. If EV sales are growing rapidly, this is good for economic activity and hence oil demand.Q6: But those EV sales represent miles driven that won't be using gasoline?A: Correct. But they will also represent economic activity that perhaps wouldn't be occurring helping support other oil products.We would guard against analyses that show “oil demand avoided based on EV sales to date” we see being published by the IEA and others. Like the issues we see with peak oil demand in general as well as the on again-off again “oil glut” calls, these single-variable extrapolations do not tell the full story for oil demand. The fact is that you don't see the impact in our efficiency gain metric.To be sure, we agree that the outlook for gasoline is weaker than for other products like diesel, jet fuel, and petrochemical feedstocks, in part driven by rising EV sales. However, the existing ICE car park is massive and is expected to grow at a modest clip in the coming decades as highlighted in OPEC's most recent World Oil Outlook 2026 report (link).Looking at Exhibit 2, it is not obvious to us that gasoline demand will globally decline in the coming decades—a view that even many in the oil sector broadly accept. It also highlights how massive the existing stock of ICE vehicles are; the curve slopes slightly up and shows no signs of bending down.Exhibit 2: ICE car park rises slowly, while EV car park rises much faster of a small baseSource: OPEC World Oil Outlook 2026 report.Q7: Robotaxis and autonomous driving: An EV accelerant?A: Yes, quite possibly.The automotive and technology aspiration of autonomous mobility continues to make significant strides. We are optimistic on the progress to date and have high expectations that robotaxis and other forms of autonomous mobility are a present day opportunity, with the technology likely to grow significantly in the years ahead. While notionally an ICE vehicle should have as much of an opportunity to be autonomous as an EV, it is our understanding at this admittedly early stage of development that EVs will secure a more meaningful share of autonomous miles driven. This bears further analysis and an evaluation of how trends ultimately develop. The fact that EVs are inherently more “software oriented” is the reason often given for the EV preference for autonomous mobility.We will repeat the perspective we have maintained throughout this post: if the rise of autonomous mobility leads to increased economic activity—even if overwhelmingly met by EVs—it will benefit overall oil demand though non-gasoline refined products would benefit to a greater degree.Q8: Diversification benefits of having both ICE and EV?A: The idea that all economic activity should be tied to the electric grid is absurd.No country should or is going to aspire to “electrify everything.” At a country level, having a mix of energy sources and technologies is likely to create the greatest resiliency in an uncertain world. Currently, most countries are over-exposed to ICE vehicles as we can see in the car park comparison in Exhibit 2. The ability to avoid odd-even license plate days is enhanced by a greater EV share. As we have now said or implied several times in this post, we expect significant growth in EV sales in the decades ahead, outpacing growth in ICE vehicles.⚡️On A Personal Note: Onto My Third TeslaSince purchasing my first Tesla on my birthday in 2015—a 2015 Model S—I have been an EV-first driver for personal travel. In 2020, we traded in the Model S for a 2020 Model 3. About a month ago, we traded in that Model 3 for a 2026 Model Y. I love driving a Tesla and prefer it over a comparably priced ICE vehicle (I have no doubt that there are high-end ICE vehicles that would be more fun to drive than any of my Teslas). A few observations:* Full Self Driving (Supervised) is awesome and a better experience than any equivalent driver assist technology I have tried from other companies. It's not a close call in my view. Tesla appears to be well ahead of the competition on this. Unfortunately, I have not had the opportunity to try any of the Chinese EVs, which I will aim to do in the future.* A Model Y or Model 3, in my view, is currently a better value than comparable ICE vehicles in similar performance or price categories. As we have been shopping to refresh our two 2020-era cars, this has been a surprise. I would note that this is true at a time that there is no federal EV tax credit.* We had been hanging onto an ICE vehicle for long-distance travel. But with my parents now ten minutes away, instead of 5-7 hours away, there is no obvious reason to not consider being an all Tesla family.* On the last long distance trip we took, we rented a (ICE) minivan from Avis. This seems like a reasonable path forward. We aren't ever going to own a minivan, but our golden doodle was actually quiet and comfortable while being driven in it.Last week we took a trip to western Pennsylvania to visit relatives. It is about 250 miles in each direction. Overall, our experience with FSD was outstanding.* FSD for long-distance travel is an absolute no brainer, game changer. It is a huge improvement over equivalent driver-assist technology from the competitors I have tried.* There are two scenarios where I had less comfort: (1) construction zones with the concrete barriers during times of busy but flowing traffic including many 18-wheelers. The Model Y on FSD did not make a mistake we noticed, but the rate of speed (it drove at the speed limit) was faster on turns with trucks in the next lane than I would have attempted; (2) I made a different decision on whether to swerve or go over a deceased small animal than what FSD picked (it wanted to swerve).* FSD was especially outstanding during slow-moving traffic congestion.* Many smaller decisions it made to me seemed very “human like,” meaning it is how I would have approached the situation.* I was especially pleased to see that it recognized a person approaching a cross walk and came to a stop so they could cross (this was in a residential area of town).Autonomous driving is unquestionably a future that is fast approaching. Is the technology perfect? Of course not. But neither are human drivers. A Tesla does not text or drink and drive as an example. And while you can question some of the choices it made, it makes none of them due to drowsiness, distraction, or other stressors.Autonomous mobility is going to be a game changer in reducing overall traffic accidents and fatalities. It is going to be a game changer for people like my parents that have had to give up driving; they are both good with technology and could easily handle a future, improved version of FSD. I think autonomous mobility will be positive for miles driven and economic activity. Even if it is overwhelmingly EV focused in passenger vehicles, it is going to be positive for GDP growth and therefore oil demand.⚖️ DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

Stijn Schmitz welcomes Rory Johnston to the show. Rory Johnston is a Commodity Market Research Specializing in Oil and Gas. Johnston describes an unprecedented period of volatility in oil markets, where the supply-demand balance swung radically within a single month. Following a ceasefire in the Strait of Hormuz, a surge of previously stranded tankers created a temporary mini-glut, flipping market structures from severe backwardation into contango. However, this glut proved fleeting as inbound empty tankers, initially driven by the most risk-tolerant owners, have dried up, leaving Gulf loadings constrained by available shipping capacity. Consequently, supply is tightening aggressively again. The most significant factor absorbing the supply shock is China, which swung its crude imports down by five million barrels per day without clear economic damage domestically. Johnston explores speculative explanations, including massive refined product stock releases, a coal-to-petrochemical feedstock switch, or a geopolitical understanding with the US. He also suggests China may be using the crisis as a successful dry run for weathering a potential blockade in a Taiwan conflict scenario. This swing, totaling roughly half a billion barrels, dwarfs the collective releases from IEA member states. Beyond crude, the refined products market, particularly diesel, is critically tight. Diesel crack spreads have soared to staggering levels, driven by drone attacks damaging Russian refineries, prior damage in the Middle East, and China slashing product exports. Johnston clarifies that strategic petroleum reserves function as a supply boost, not passive inventory, and that operational tank minimums at hubs like Cushing primarily affect regional price differentials to discourage exports, not trigger infinite crude spikes. He concludes that the overriding vulnerability is refining capacity, which is easy to target and hard to defend, making North American facilities a potentially valuable geopolitical safe haven in the current drone warfare era. Timestamps: 00:00:00 – Introduction 00:00:29 – Guest Rory Johnson Introduction 00:01:06 – Energy Supply Demand Dynamics 00:04:30 – Mini-Glut and Market Flip 00:07:45 – Hormuz Traffic and Tankers 00:10:44 – China Import Swing Explained 00:15:00 – China Inventory Releases Analyzed 00:20:45 – Western SPR and Inventories 00:25:30 – Commercial vs Strategic Stocks 00:29:00 – Global Oil Deficit Calculation 00:34:00 – Refining Capacity Tightness 00:42:00 – Product Shortages and Prices 00:48:00 – Refinery Investment Outlook 00:52:50 – Concluding Thoughts Guest Links: Substack: https://www.commoditycontext.com/ X: https://x.com/Rory_Johnston Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, host of the Oil Ground Up podcast, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. His views are regularly quoted in major international media including the Financial Times, New York Times, Wall Street Journal, Bloomberg News, Reuters, BNN Bloomberg, CBC, and Financial Post, and he frequently appears on numerous market and industry podcasts (e.g., Bloomberg's Odd Lots, Hidden Forces, etc.). Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank's energy and metals price forecasts, advised the bank's executives and clients, and sat on the bank's senior credit committee for commodity-exposed sectors.

These are the top headlines on Friday 17th of July from Arab News, the Middle East's leading English-language daily, at 6am GMT. - US strikes Iran for sixth straight night as Tehran retaliates against US allies - Trump says ‘open to diplomacy' with Iran as US launches wave of new strikes - Global energy security at risk if Strait of Hormuz does not open in weeks, IEA chief says - Military talks to finalize pilot zones for Israeli withdrawal in southern Lebanon - The mission after space: Prince Sultan's journey into Saudi heritage Check out the latest updates on https://arabnews.com

These are the top headlines on Friday 17th of July from Arab News, the Middle East's leading English-language daily, at 6am GMT.   - US strikes Iran for sixth straight night as Tehran retaliates against US allies - Trump says ‘open to diplomacy' with Iran as US launches wave of new strikes - Global energy security at risk if Strait of Hormuz does not open in weeks, IEA chief says - Military talks to finalize pilot zones for Israeli withdrawal in southern Lebanon - The mission after space: Prince Sultan's journey into Saudi heritage   Check out the latest updates on arabnews.com

16/7 Escalation in Iran, la guerra si intensifica. Trump valuta di espandere la campagna militare con truppe di guerra. 
Futures in verde, attesa per trimestrali: focus TSMC dopo i risultati da capogiro di Morgan Stanley e Blackrock. 
JPM, Blackrock e GS testano la tokenizzazione di titoli e bond.
Buffett: difficile trovare valore quando tutti scommettono.
Fink: non c'è così tanta leva rispetto al 2008, molto bullish sui mercati prossimi 12 mesi. 
Brent stabile: IEA usati 3/4 rilascio scorte autorizzato, import cinese a giugno -41%. Treasuries in calo dopo PPI: Warsh dice che AI sarà disinflattiva. 
Chip sell-off e rotazione verso hyperscaler: Philadelphia semiconductor in territorio correzione. 
Anthropic corre verso Ipo per battere OpenAi e Deepseek. Apple nuovo record storico: Via libera auorià cinesi a Apple Intelligence con integrazione Qwen di Alibaba, collaborerà anche con Baidu. Uber vuole Delivery Hero per 12,5 mld di euro. 

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 Asia: domani world AI conference, parla Xi. Listini in rosso, Nikkei -2%. Kospi -6% (entra in territorio orso) con cali a doppia cifra di SK e Samsung. La banca centrale del Sud Corea alza i tassi al 2,75% per la prima volta in tre anni. Jensen Huang in tour in Giappone, partnership per AI fisica. Europa in verde, oggi inflazione in Italia. Bce rimane vigile, dice Nagel, chance aumento tassi settimana prossima sotto 20%.Assemblea ABI: M&A per Panetta non è automatismo. Giorgetti: ruolo del governo nelle banche si è esaurito. Messina su MPs: nostra offerta giusta. Unicredit: via libera Merz, S&P global premia l'istituto verso miglioramento rating due livelli. Learn more about your ad choices. Visit megaphone.fm/adchoices

I love when I get to learn from fellow Enneagram coaches and hear about their real-world experiences and fresh takes.In this episode, I had the opportunity to sit down with Lee Fields and Seth "Creek" Creekmore, co-founders of Analog Enneagram, to discuss the coworker chemistry between the Enneagram Type 1 (Striving to Feel Perfect) and Type 4 (Striving to Feel Unique).Lee is a certified Enneagram coach and teacher who serves as VP of the IEA Southeast chapter and on faculty with Awareness to Action. Creek is a coach, musician, and podcast producer behind Fathoms, the Awareness to Action Podcast, and the IEA's podcast. Together they bring serious depth to this framework, and honestly, this was one of the most thoughtful, insight-packed conversations I've had on the show.Lee represented the One, Creek represented the Four, and what unfolded was a refreshing, honest, funny, and real-life look at how these two types show up in working relationships and on teams; from the quiet trust-building in the beginning of a One-Four dynamic, to the friction points around identity and rigidity, to the surprising gifts each type brings when they're working well together.If you work with a One or a Four, lead one, or are one yourself, this episode will give you language for dynamics you've probably felt but never quite named.Connect with Lee & Creek:

Electric vehicles continue their remarkable rise around the world, and this week we take a look at the latest global trends from the IEA to see just how far the transition has come since The Clean Energy Show launched in 2020. We also explore new ways to keep the power grid stable during dangerous heat waves, why solar power just hit another major milestone in the United States, and the UK's new mileage-based road tax for EVs. Plus, Brian records this episode from beautiful Victoria, British Columbia, at one of Canada's most sustainable hotels. Support The Clean Energy Show on Patreon for exciting perks including a monthly bonus podcast! This Week on The Clean Energy Show Brian records from Victoria's eco-friendly Inn at Laurel Point and its innovative ocean-water heat pump system. The IEA's latest Global EV Outlook shows electric vehicles continuing their rapid global growth since 2020. California wins another legal battle over cleaner commercial heating equipment. Practical ways to keep your home cooler during increasingly intense heat waves. Solar generates more U.S. electricity than coal for the first time ever. New York pilots home batteries that power window air conditioners while reducing peak electricity demand. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026.

SK Hynix's debut on the Nasdaq as an ADR makes it "different" from a usual IPO, says Kevin Hincks, who tells investors to brace for a volatile U.S. opening for the South Korean tech giant. It comes as the AI memory trade remains red-hot, seen in stocks like Micron (MU) and SanDisk (SNDK). Kevin also touches on comments from the IEA that world oil demand will see its first annual decline since 2020. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net

Today we were joined by three outstanding guests to discuss one of the biggest long-term opportunities and challenges facing the Permian Basin: produced water. We were thrilled to welcome Adrianne Lopez, Research and Development Manager at Texas Pacific Water Resources, along with Dr. Scott Tinker, Chairman of Switch Energy Alliance and Director Emeritus of the Bureau of Economic Geology at the University of Texas, and Derek Tinker, Founder of Agnostic Data Group. We appreciated hearing each of their perspectives on why produced water has become one of the defining issues for the future of the Permian, the technologies making large-scale desalination increasingly feasible, and how produced water could become a valuable resource for agriculture, power generation, AI infrastructure, and beyond. In our conversation, Scott explains the scale of the challenge, noting that the Permian now produces roughly 20 million barrels of water every day, with water-to-oil ratios continuing to increase across much of the basin. He outlines why disposing of that water through underground injection is becoming more difficult and more expensive, and argues that beneficial reuse represents one of the industry's largest untapped opportunities. Adrianne walks us through the science behind produced water, explaining why it is significantly more difficult to treat than seawater. She details Texas Pacific's work developing freeze desalination technology, the company's new 10,000-barrel-per-day demonstration facility, and why reaching commercial scale, alongside continued regulatory progress, will be critical to improving the economics of produced water desalination. We examine where this water could ultimately be used, from AI data centers and power generation to cotton production and land rehabilitation, and why collaboration between industry, regulators, and technology providers will be essential. We discuss the valuable minerals contained within produced water, including lithium, the role of AI and real-time monitoring in building public trust, and why transparent, independently verified water quality data are as essential as the treatment technology itself. Scott argues that the industry already has many of the technologies needed to move forward. The remaining challenge, he suggests, is creating the economic incentives and regulatory certainty needed to scale solutions that can reduce disposal volumes while creating entirely new sources of water for Texas. As disposal costs continue to rise and desalination costs decline with scale, he believes operators have an opportunity to address a growing operational challenge while reinforcing the industry's long-term position in the Permian. Mike Bradley opened the discussion by noting that market rotation has been the defining theme in recent trading. While Treasury yields moved modestly higher this week, investors are largely looking ahead to next week's CPI and PPI reports for potential market-moving data. Within equities, semiconductor stocks have pulled back sharply after leading the market for much of the year, while the Mag 7 have recently rebounded. In energy, the sector moved higher alongside a roughly $2/bbl increase in WTI crude to ~$70/bbl following renewed attacks on vessels transiting the Strait of Hormuz. Mike noted that oil markets appear to be pricing in a quick return to normal in the region, which may prove optimistic. He also highlighted that second-quarter earnings season begins in earnest during the week of July 20, with several oilfield services companies reporting results. U.S. natural gas prices strengthened on hotter summer weather, while European gas prices rose as below-normal inventories and geopolitical tensions supported the market. Mike concluded by highlighting the IEA's 3Q26 Gas Market Report, which projects global natural gas demand will decline 0.5% in 2026. Robby Kester also joined and added his technology perspective and questions throughout the conversation. We will be staying close to this topic and hope you find the conversation as useful and informative as we did. Our best to you all!

Climate philanthropy does far more than fund advocacy and conservation—it bridges critical funding gaps for breakthrough technologies that traditional, financially driven investors often overlook. In this special episode, we continue our ongoing Climate Philanthropy series in partnership with the Skyline Foundation to explore how non-profit support accelerates the climate tech pipeline.Shereen D'Souza (Climate Solutions Portfolio Lead at Skyline Foundation) sits down with two powerhouse CEOs from her grantee portfolio, Deepa Lounsbury of LabStart and Andrew Chang of New Energy Nexus, to discuss what it really takes to move climate innovation from a university lab to global deployment.Why This Episode MattersBringing a "hard tech" climate startup from initial lab concept to commercial scale takes an average of 10 years, and every single step of that journey faces a unique "valley of death." Because scaled deployment looks drastically different depending on the geography, supporting entrepreneurs requires a highly specialized ecosystem.This conversation highlights how philanthropy strategically funds distinct, critical phases of the lab-to-market pipeline to scale viable climate solutions faster.On today's episode, we cover:0:58 – Why climate philanthropy & Skyline partnership3:35 – LabStart vs. New Energy Nexus focus4:09 – Guest intros: Deepa (LabStart) & Andrew (New Energy Nexus)4:46 – Deepa's background in climate, VC, and CalSEED6:20 – What LabStart does & “deep climate tech” focus8:02 – Andrew's overview of New Energy Nexus global model9:43 – Programs: bootcamps, grants, CalSEED, and global south focus11:16 – What it looks like to be a New Energy Nexus entrepreneur11:54 – Philippines rooftop solar opportunity: Solar Innovation Program12:48 – Pakistan rooftop solar boom and Climate Innovation Pakistan13:40 – CalSEED structure and impact in California13:58 – What it looks like to be a LabStart entrepreneur14:55 – LabStart Discover and Launch phases15:54 – Why philanthropy is needed in climate tech innovation18:36 – Philanthropy in the global south and hyperlocal impact22:10 – LabStart success story: architect-turned-3D housing founder24:32 – Additional LabStart founders and outcomes25:25 – How much philanthropic capital is needed27:17 – IEA investment gap and catalytic examples from Indonesia29:43 – Why fund new technologies vs. only deployment32:06 – How country pathways shape New Energy Nexus engagement33:02 – California deployment example: ThermoShade33:58 – Indonesia fishermen & electric motorboats case: Volto Sea34:51 – Pakistan PakPlug EV charging app35:22 – What else the ecosystem needs: Andrew on subnational governments37:34 – What else the ecosystem needs: Deepa on IP & ecosystem gaps41:02 – Five-year vision & asks: Deepa and LabStart43:49 – Five-year vision & asks: Andrew and New Energy Nexus47:26 – Closing thanks from ShereenResources MentionedInvested in Climate: Climate Philanthropy seriesSkyline FoundationLabStartNew Energy NexusProject DrawdownJamil WyneCalSEED Solar Innovation ProgramClimate Innovation Pakistan CalTestBedAusTestbedThermoShade Swap Energy Xuraya Volto SeaPakPlug Schmidt Family Foundation Boundless EarthAtlassian Foundation California Energy Commission (CEC) New York State Energy Research and Development Authority (NYSERDA)Mubadala Investment Company (Abu Dhabi) Australian Renewable Energy Agency (ARENA)International Energy Agency (IEA)Elemental ImpactActivate Renewables FirstConnect with usShereen D'SouzaDeepa LounsburyAndrew ChangJason RissmanKeep up with Invested In ClimateSign up for our NewsletterSubscribe for our Other Future NewsletterLinkedInInstagramIf you like what you hear, subscribe and rate to support the show! Have feedback or ideas for future episodes, events, or partnerships? Get in touch!

https://youtu.be/B4L-5KNiqNo Recorded: June 21, 2026 In Episode 159 of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds and host of the PetroNerds Podcast, delivers a wide-ranging market update on oil, natural gas, geopolitics, China, strategic petroleum reserves, inflation, and monetary policy. Recorded on Father's Day and ahead of America's 250th Fourth of July celebration, the episode focuses on the U.S.-Iran memorandum of understanding, the Strait of Hormuz, global crude oil flows, China's oil imports, and the Federal Reserve's renewed emphasis on inflation. Trisha examines why oil prices moved lower despite heightened geopolitical tensions, how more crude continued reaching the market through Hormuz and alternative export routes, and why physical oil flows matter more than headlines. Key Takeaways Oil prices softened as crude continued flowing through and around the Strait of Hormuz. Saudi Arabia and the UAE's export infrastructure helped reduce supply risks during the latest Middle East tensions. China's crude import decline does not necessarily indicate collapsing demand and must be viewed alongside stockpiling, refinery activity, and energy-security priorities. The debate between the IEA and OPEC reflects competing views of future oil demand and supply balances. Federal Reserve Chairman Kevin Warsh signaled a stronger focus on inflation and price stability. AI-driven investment and rising electricity demand may contribute to future inflationary pressures. Oil Flows, Hormuz, and Energy Security A major theme throughout the episode is the disconnect between market sentiment and physical oil realities. Trisha walks listeners through the U.S.-Iran memorandum of understanding, disputed claims surrounding the Strait of Hormuz, and the market reaction to evolving events in the Middle East. The conversation examines how Saudi Arabia's East-West Pipeline and the UAE's Fujairah pipeline provide critical export capacity outside the Strait of Hormuz, helping maintain crude flows during periods of disruption. Trisha also reviews Strategic Petroleum Reserve releases, U.S. crude exports, tanker traffic, and the importance of understanding actual barrel movements in a 100-million-barrel-per-day global oil market. Why China Remains the Most Important Energy Story One of the central themes of the episode is China and its long-term energy-security strategy. Trisha challenges the narrative that declining Chinese crude imports are solely the result of electric vehicle adoption. Instead, she examines China's stockpiling activity, refinery runs, strategic reserves, domestic production, and energy-security priorities. The discussion highlights why understanding China remains critical to understanding global oil markets, particularly as Beijing balances economic challenges with long-term strategic planning. The IEA, OPEC, and the Future of Oil Demand The episode also explores the growing divide between the International Energy Agency and OPEC. Trisha reviews the IEA's June Oil Market Report and the possibility that restored production and normalized Hormuz flows could create a future supply overhang. She contrasts that outlook with OPEC's World Oil Outlook 2026, which projects continued growth in global oil demand through 2050. The discussion raises important questions about energy security, investment, and whether current market forecasts are adequately accounting for future demand growth. Inflation, the Federal Reserve, and AI In the second half of the podcast, Trisha shifts to macroeconomics and monetary policy. She breaks down the June Federal Open Market Committee meeting, Chairman Kevin Warsh's first press conference, inflation data, Treasury yields, housing, and the Federal Reserve's balance sheet. Trisha also discusses the potential inflationary effects of rising investment in artificial intelligence infrastructure, semiconductors, data centers, and electricity demand. The episode concludes with a broader discussion on inflation, energy prices, housing, and the economic forces likely to shape markets through the remainder of 2026. Whether you're an energy executive, investor, policymaker, or industry professional, Episode 159 provides a timely and data-driven examination of the forces shaping oil markets, inflation, energy security, and the global economy.

SpaceX's $1.75 trillion IPO has just created the world's first trillionaire. But for families in Morgan County, Georgia and Boxtown in South Memphis, the AI investment rush seems to look rather different: brown water, diesel fumes, and higher bills.This week, Tom Rivett-Carnac and Paul Dickinson take on the data centre boom - now one of the fastest-moving forces in the global energy system. Why exactly do so many of these buildings need to be situated so close to population centres? And why do the communities that end up hosting them so rarely get a meaningful say?We hear from Nick Reece, Lord Mayor of Melbourne, one of the most vocal city leaders addressing the challenge head-on. He explains the costs and the unrealised promises, and shares his vision for what a genuinely good deal between the tech industry and host communities could look like.What would it take for communities to actually share in the benefits of the AI boom? How do cities avoid a race to the bottom while national governments court the biggest investors? And is the world heading for the same story it has seen before: transformative technology reshaping society, with the legislation catching up 20 years too late?Learn More:

Methane is the second-most important greenhouse gas, after carbon dioxide. It has accounted for roughly 30% of human-induced global warming since the 19th century. But it is also a valued commodity, used to heat homes and cook food, provide raw materials for industry and keep the lights on. Every molecule leaked is energy wasted and money lost. The IEA estimates that about 200 billion cubic meters per year could be saved for productive uses by reducing leakage and flaring in the oil and gas industry. That is roughly one fifth of US supply, over a third of the global LNG trade, and nearly twice the volume exported through the Strait of Hormuz in 2025. Half of all abatement opportunities have a positive or zero net cost. The technology to cut emissions by 75% exists today. So why are methane emissions from oil and gas still so large?Host Ed Crooks is joined by TJ Conway, Principal at RMI's Climate Intelligence Program, to explore what it will take to tackle the problem. TJ walks through RMI's approach: first, better understanding where emissions are and how large they are, including the role of super emitters, sources above 100 kilograms per hour that can account for half of total leakage, and then driving change through market mechanisms, corporate engagement, finance, and capacity building. He then talks about the key issue for future methane emissions reductions: the demand side. Creating a functioning market for differentiated, lower-emissions gas requires that buyers, including utilities, industrial companies and hyperscales using gas-powered data centres, can credibly account for those purchases in their emissions inventories. That architecture is still being built.Ed and TJ also dig into the EU Methane Emissions Regulation, now entering its implementation phase ahead of methane intensity thresholds taking effect by 2030. The technical challenges are considerable: tracing emissions from source to importer through complex supply chains like the US pipeline network, where a single LNG cargo may blend gas from low-intensity offshore fields and high-intensity Permian basin production. RMI has proposed a hybrid traceability approach to solve those challenges. The episode also covers methane abatement finance. Financial institutions with climate goals are now often relucatant to invest in oil and gas operations, even for emissions reduction. RMI's Methane Finance Working Group, launched at COP28 alongside the Oil and Gas Decarbonisation Charter, has developed guidance for financing structures to overcome that obstacle. It aims to unlock financing to meet a need estimated at 100 to 200 billion dollars.TJ closes with an optimistic message: emissions remain stubbornly high, but the institutional infrastructure built over the past five years now provides the foundation for action. The goal remains a 75% reduction, and the tools exist to get there. Rocky Mountain Institute was founded during the energy crises of the 1970s, with a simple idea: better energy systems can deliver both economic and environmental benefits.Nearly 50 years later, that mission has never been more relevant. As businesses and governments navigate rising electricity demand, supply-chain uncertainty, and the push to decarbonize, RMI helps turn complex energy challenges into practical solutions.From grid modernization and industrial decarbonization to clean transportation and building efficiency, RMI works across sectors to accelerate the energy transition in ways that improve resilience, affordability, and energy security.Learn more at rmi.org.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

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

MIT News reported that an MIT-affiliated startup is applying nuclear reactor-inspired thermal management to cool servers by removing heat at the chip level. The approach uses two-phase boiling, microchannels, and passive loop designs to reduce chiller use, raise coolant temperatures, and enable higher rack densities. IEA data shows rising global data center electricity consumption, and Uptime Institute reports an average PUE of 1.58. Major operators, including Microsoft and Google, are introducing liquid-cooled options for AI racks as Nvidia and AMD hardware increases per-rack power. ASHRAE, Open Compute Project, and Open19 have issued guidance that eases integration. Fluids availability is shifting after 3M announced the wind down of Novec by the end of 2025, steering vendors toward water-based or lower GWP options. Policy constraints in Ireland and Northern Virginia, plus water planning requirements, are accelerating adoption of advanced cooling methods.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Send us Fan MailPiper speaks with the Interscholastic Equestrian Association (IEA) Co-Founder and Executive Director, Roxane Durant. Brought to you by Taylor, Harris Insurance Services.Host: Piper Klemm, publisher of The Plaid HorseGuest: Roxane Durant is one of the original founders of the Interscholastic Equestrian Association (IEA). She has been the full-time Executive Director of IEA since 2009. Prior to that, she was the Equestrian Director at The Andrews School where the IEA concept first began. In addition to her riding, teaching and training experience in the hunter/jumper industry, her early experience was on show management teams for events including the 1996 Atlanta Olympics, The National Horse Show at Madison Square Garden, Capital Challenge, New York State Fair and HITS. She is an advocate for equestrian sports, particularly with regard to youth participation. She is currently on the Youth Engagement Task Force and DEI Task Force of the American Horse Council and is on the Affiliate and Recognized Riding Academy Committees of the USHJA. Subscribe To: The Plaid Horse MagazineTitle Sponsor: Taylor, Harris Insurance ServicesSponsor: Sentinel, Chewy, Mojo Joint and Zoetis Join us at an upcoming Plaidcast in Person live event!

We dig into the IEA's 2026 Global EV Outlook which says ICE vehicles peaked in 2017, BYD's move to build its own export armada, and why legacy car makers are being dragged into a price war they may not be built to win.

荷莫茲海峽5月底前重啟無望，國際能源總署IEA示警，實體石油庫存正以空前速度減少，6月油價恐呈現拋物線式飆漲，上看每桶140美元。然而，華爾街卻沉浸在AI多頭的盲目狂熱中，「新債王」岡拉克就警告，在通膨高於利率的負利率環境下，資金被迫湧入股市，但結構極度脆弱，當前投機氛圍宛如當年的網路泡沫時期。 加入會員，支持節目： https://cku2d315gwbbo0947nezjmg86.firstory.io/join 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

Are flights across the world about to be grounded? Is a terrible war about to create an unlikely good news story for the climate? As conflict in the Middle East threatens the Strait of Hormuz, jet fuel shortages are forcing aviation to confront a structural vulnerability it has spent decades avoiding.This week, Tom Rivett-Carnac, Christiana Figueres and Paul Dickinson examine what the shortage reveals: aviation's near-total dependence on fossil fuels, the structural reasons it has proved so hard to break, and whether it's ever going to be possible to fix. They speak with Karel Bockstael and Roxanne van Rijn, former aviation insiders who co-founded Call Aviation to Action, a movement designed to reach the industry's senior leaders and push for much-needed change. They explain why kerosene remains the only viable option for long-haul flight, how thin margins trap airlines into opposing the very regulation they need, and why this fuel shock may be the scarcity event that finally forces the model to shift. Could this crisis become aviation's turning point? And in a world where up to 80% of people have never set foot on a plane - and 1% account for half of all aviation emissions - what would a truly fair future for flight actually look like?Learn More:✈️ Explore Call Aviation to Action - the movement co-founded by Karel and Roxanne and others, pushing for industry-wide transformation from within

In Chile, organized crime gangs are now stealing solar panels and copper wiring from giant solar farms in coordinated nighttime raids. James explains how Saskatchewan could spend over $520 million a year on coal fuel alone — enough money to build massive amounts of solar and battery storage every single year instead. In Ohio, voters accidentally upheld a renewable energy ban because the ballot wording was nearly impossible to understand. Buy us a coffee Support The Clean Energy Show on Patreon for exciting perks! Plus: China donates 5,000 solar systems to Cuba during ongoing blackouts, the EPA blames Asian pollution for smog in Phoenix and Salt Lake City, Vestas tests red wind turbine blades to reduce bird collisions, Norway hits nearly 99% EV adoption, and Amsterdam bans fossil fuel advertising. Also in the Lightning Round: giant Alaskan tsunamis, Ozempic crushing junk food sales, Meta's Manhattan-sized AI data center, rooftop solar for dairy barns, and why heat pump dryers are secretly amazing. The Lightning Round includes: Norway reaches 98.6% EV market share BYD adds LiDAR to a $10K EV Used EV searches double in Canada Meta plans 10 new gas plants for AI expansion Amsterdam bans meat and fossil fuel ads Heat pump dryers use up to 60% less electricity Ozempic may already be reshaping freight demand The IEA says the fossil fuel era may never recover after the current oil shock Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media.

14 May 2026. Dubai Taxi Company (DTC) has agreed to acquire National Taxi, adding 2,500 licence plates, a 12% jump in Dubai market share and a first foothold in Abu Dhabi. The deal is expected to complete in Q3 pending regulatory approvals. Group CEO Mansoor Rahma Alfalasi joins us on why they’re doing this and what comes next. Plus, Trump is in Beijing meeting Xi for the first time since 2017, the EIU joins us on what to realistically expect. The IEA’s latest oil report is out and Gulf Intelligence breaks down what it means for prices. And Eid is coming, is it staycation or vacation for UAE residents this year? Travel expert Emily Jenkins of DW Travel has the answer.See omnystudio.com/listener for privacy information.

US Treasury Secretary Bessent and Vice Premier He held talks. Following the conclusion, Chinese state media reported that China and the US held candid, in-depth and constructive exchanges.European bourses rebounded from Tuesday's selloff, DAX 40 outperform following a heavy earnings docket; US equity futures gain.GBP mixed against its peers as Starmer appears on a firmer footing but risks remain into on the return of Parliament.Global fixed benchmarks are flat/incrementally firmer, Gilts find reprieve after recent pressure.Crude lower but off lows after taking a breather overnight; IEA said world oil supply to fall by 3.9mln bpd in 2026. Looking ahead, highlights include US PPI (Apr), BoC Minutes (Apr), OPEC MOMR (May). Speakers include BoE's Mann, Fed's Collins & Kashkari, ECB's Lane & Lagarde. Supply from the US. Earnings from Cisco Systems.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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

The Supreme Court just gutted Section 2 of the Voting Rights Act in Louisiana v. Callais, then broke its own 32-day procedural rule to enforce that ruling mid-election with over 100,000 Louisiana ballots already cast. Justice Jackson called the move "chaos" with "a strong political undercurrent." This episode connects the dots between Callais and the gerrymandering cascade now sweeping Indiana, Tennessee, Virginia, Alabama, and beyond, where MAGA Republicans are redrawing maps to win power they can't earn at the ballot box, and how California and Virginia tried referendums to fight back (only one succeeded). We then break down Trump's "deal or bomb" ultimatum to Iran and the one-page memo he claims is close to signing. The U.S. Navy is interdicting Iranian vessels in the Strait of Hormuz, oil prices have spiked since February, and the Iran war fuel spike is the through-line that just killed Spirit Airlines, which announced an orderly wind-down of operations on May 2 and eliminated 17,000 jobs. We unpack the political blame war (Bessent and Duffy point at Warren, Buttigieg, and the Biden DOJ; Warren and Stoller point at Trump's Iran war) and the actual antitrust question underneath: neo-Brandeisian theory versus the Chicago School consensus. In the Breakdown in the Public segment, we cover AI emotional manipulation and the rise of "AI psychosis," including the case of Soon Hourican, a man in his 50s in Northern Ireland whose Grok chatbot "Ani" convinced him he was being surveilled and led him to arm himself with a knife and a hammer. The BBC documented 14 similar cases across 6 countries. Jonathan Gavalas of Jupiter, Florida died by suicide after his Google Gemini chatbot claimed to be his wife. His family is suing Google. Bipartisan supermajorities (74 to 78 percent in the Human Statement national survey) want AI labels, safety testing, and accountability. Neither party is moving on it. Trump tried to deregulate AI through the One Big Beautiful Bill, then through executive order. Then we dig into the 2026 Ohio U.S. Senate race: Jon Husted versus Sherrod Brown, the cleanest test in the country for whether Ohio is genuinely red now or whether 2024 was a Trump-driven anomaly. We cover Brown's tailwinds (Trump's economic approval at 40 percent, the Callais fallout potentially energizing Democratic turnout), his headwinds (a smaller union-Democrat coalition, Ohio's redrawn map), and the First Energy / HB6 connections that may haunt Husted's campaign. Sherrod Brown, you have an open invite to come on the show. We close with three good news stories the mainstream media isn't covering enough: clean energy passing coal as the world's largest electricity source for the first time since 1919 (per Ember's 2025 review and the IEA's 2026 Global Energy Review), the UCL bowel cancer trial showing zero relapses after 33 months using pembrolizumab pre-surgery, and the North Atlantic right whale baby boom that proves conservation policy works when implemented seriously across borders. Tonight's through-line: the polls keep saying voters want guardrails. The people in power keep finding ways around them. From voting maps to AI rules to who gets prosecuted, this is the pattern we connect tonight. Host: Radell Lewis, Marine veteran, Ohio-based, host of Purple Political Breakdown Contact: thetrendgoldenfeet@gmail.com if you want to come on the show or have a productive conversation about politics Standard Resource Links & Recommendations The following organizations and platforms represent valuable resources for balanced political discourse and democratic participation: PODCAST NETWORK Check Out the Podcast Website: www.purplepoliticalbreakdown.com ALIVE Podcast Network: Check out the ALIVE Network where you can catch a lot of great podcasts like my own, led by amazing Black voices. Link: https://alivepodcastnetwork.com/ CONVERSATION PLATFORMS HeadOn: A platform for contentious yet productive conversations. It's a place for hosted and unguided conversations where you can grow a following and enhance your conversations with AI features. Link: https://app.headon.ai/ Living Room Conversations: Building bridges through meaningful dialogue across political divides. 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Link: https://www.equal.vote/star Future is Now Coalition (FiNC): A grassroots movement working to restore democracy through transparency, accountability, and innovative technology while empowering citizens and transforming American political discourse. Link: https://futureis.org/ POLITICAL ENGAGEMENT Independent Center: Resources for independent political thinking and civic engagement. Link: https://www.independentcenter.org/ GET DAILY NEWS Text 844-406-INFO (844-406-4636) with code "purple" to receive quick, unbiased, factual news delivered to your phone every morning via Informed (https://informed.now) Check Out the Unfuck America Tour & National Ground Game: https://www.nationalgroundgame.com/ Check Out the CIVICS App to Know More About Your Politicians: https://www.civicpolitics.com ALL LINKS https://linktr.ee/purplepoliticalbreakdown The Purple Political Breakdown is committed to fostering productive political dialogue that transcends partisan divides. We believe in the power of conversation, balanced information, and democratic participation to build a stronger society. Our mission: "Political solutions without political bias." Subscribe, rate, and share if you believe in purple politics: where we find common ground in the middle! Also if you want to be a part of the community and the conversation make sure to Join the Discord: https://discord.gg/ptPAsZtHC9

Dr. Marissa Heisel joins Brian Nichols to break down why WebMD is making women sicker, not healthier... and why the self-diagnosing epidemic is exploding right now. After 27 years as a holistic chiropractor and midwifery-trained practitioner, Dr. Heisel has watched women trade their inner knowing for a search bar. The result? More anxiety, worse outcomes, and a generation of women who can't trust the one doctor who actually lives inside them. Inside this episode, we expose the uncomfortable truth nobody on cable news will touch... how the Rockefeller medicine system buried homeopathy, why Canadian chiropractors got a letter in March 2020 ordering them to stop discussing the immune system, and the specific phrase Dr. Heisel says is being used like a spell on women's health right now. So what happens when you keep outsourcing your body to people who don't live in it? Your kids inherit the same fear. The next generation grows up unable to discern truth from narrative. And when "Lockdowns 2.0" rolls in dressed up as a fuel shortage or a food shortage... most people will comply because they've never learned to trust the one source that can't be censored. Their own gut. Stick around for the 1913 reveal that explains why your doctor never asks about your stress (11:42), the moment Dr. Heisel breaks down what's coming next from the International Energy Agency (27:23), and her final prescription that costs zero dollars and works in any season (32:31). Smash subscribe and share this with the woman in your life who's tired of being gaslit by the expert class. Connect with Dr. Marissa at elementalhealingarts.life. And as always... we're sponsored by Cardio Miracle - hit the QR code on screen for the best heart health supplement in the world. Brian Nichols, signing off. Chapters:0:00 - Intro1:26 - 27 Years That Exposed The Health Lie5:15 - Why "Settled Science" Is A Spell11:42 - The 1913 Decision That Stole Your Power21:53 - The Data They Quietly Buried27:23 - Lockdowns 2.0 Is Already In Motion32:31 - The One Voice You Need To Cut Out Dr. Marissa Heisel:Elemental Healing Arts - ⁠https://elementalhealingarts.life⁠Episode Sponsor:Cardio Miracle - ⁠https://cardiomiracle.com/tbns⁠ (use code TBNS at checkout for 15% off + free shipping)Mentioned In Episode:Doctor Mike (YouTube) -⁠1067: Dr. Mike IGNORES Science? The Vaccine Debate He WON'T Have⁠ (referenced at 8:26 as the appeal-to-authority example) The Flexner Report / Rockefeller-funded medical reform of the early 20th century (referenced at 11:42) International Energy Agency 2026 Energy Crisis Policy Response Tracker - ⁠https://www.iea.org/data-and-statistics/data-tools/2026-energy-crisis-policy-response-tracker⁠ (referenced at 27:23 - the IEA guidance to member governments on demand-side measures Marissa is calling "Lockdowns 2.0")Natalie Nicole / Dulsa Life - prior TBNS episode "I Was 385 Pounds & BIG SUGAR Wanted to KEEP Me Way" - ⁠https://www.lionsofliberty.com/episodes/tbns-i-was-385-pounds-amp-big-sugar-wanted-to-keep-me-way⁠Connect With Brian:X/Twitter - ⁠https://www.briannicholsshow.com/twitter⁠Facebook - ⁠https://www.briannicholsshow.com/facebook⁠Instagram: @BNicholsLibertyEmail: ⁠brian@briannicholsshow.com⁠Website: ⁠https://www.briannicholsshow.com⁠Subscribe To TBNS:Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/the-brian-nichols-show/id1334346967⁠Spotify, YouTube, Rumble, Amazon Music - all searchable as "The Brian Nichols Show" Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Marissa Heisel joins Brian Nichols to break down why WebMD is making women sicker, not healthier... and why the self-diagnosing epidemic is exploding right now. After 27 years as a holistic chiropractor and midwifery-trained practitioner, Dr. Heisel has watched women trade their inner knowing for a search bar. The result? More anxiety, worse outcomes, and a generation of women who can't trust the one doctor who actually lives inside them. Inside this episode, we expose the uncomfortable truth nobody on cable news will touch... how the Rockefeller medicine system buried homeopathy, why Canadian chiropractors got a letter in March 2020 ordering them to stop discussing the immune system, and the specific phrase Dr. Heisel says is being used like a spell on women's health right now. So what happens when you keep outsourcing your body to people who don't live in it? Your kids inherit the same fear. The next generation grows up unable to discern truth from narrative. And when "Lockdowns 2.0" rolls in dressed up as a fuel shortage or a food shortage... most people will comply because they've never learned to trust the one source that can't be censored. Their own gut. Stick around for the 1913 reveal that explains why your doctor never asks about your stress (11:42), the moment Dr. Heisel breaks down what's coming next from the International Energy Agency (27:23), and her final prescription that costs zero dollars and works in any season (32:31). Smash subscribe and share this with the woman in your life who's tired of being gaslit by the expert class. Connect with Dr. Marissa at elementalhealingarts.life. And as always... we're sponsored by Cardio Miracle - hit the QR code on screen for the best heart health supplement in the world. Brian Nichols, signing off. Chapters: 0:00 - Intro 1:26 - 27 Years That Exposed The Health Lie 5:15 - Why "Settled Science" Is A Spell 11:42 - The 1913 Decision That Stole Your Power 21:53 - The Data They Quietly Buried 27:23 - Lockdowns 2.0 Is Already In Motion 32:31 - The One Voice You Need To Cut Out Dr. Marissa Heisel: Elemental Healing Arts - https://elementalhealingarts.life Episode Sponsor: Cardio Miracle - https://cardiomiracle.com/tbns (use code TBNS at checkout for 15% off + free shipping) Mentioned In Episode: Doctor Mike (YouTube) - 1067: Dr. Mike IGNORES Science? The Vaccine Debate He WON'T Have (referenced at 8:26 as the appeal-to-authority example) The Flexner Report / Rockefeller-funded medical reform of the early 20th century (referenced at 11:42) International Energy Agency 2026 Energy Crisis Policy Response Tracker - https://www.iea.org/data-and-statistics/data-tools/2026-energy-crisis-policy-response-tracker (referenced at 27:23 - the IEA guidance to member governments on demand-side measures Marissa is calling "Lockdowns 2.0") Natalie Nicole / Dulsa Life - prior TBNS episode "I Was 385 Pounds & BIG SUGAR Wanted to KEEP Me Way" - https://www.lionsofliberty.com/episodes/tbns-i-was-385-pounds-amp-big-sugar-wanted-to-keep-me-way Connect With Brian: X/Twitter - https://www.briannicholsshow.com/twitter Facebook - https://www.briannicholsshow.com/facebook Instagram: @BNicholsLiberty Email: brian@briannicholsshow.com Website: https://www.briannicholsshow.com Subscribe To TBNS: Apple Podcasts - https://podcasts.apple.com/us/podcast/the-brian-nichols-show/id1334346967 Spotify, YouTube, Rumble, Amazon Music - all searchable as "The Brian Nichols Show" Learn more about your ad choices. Visit megaphone.fm/adchoices

Daniel Hannan joins Secrets of Statecraft and starts with a major announcement: his appointment as the new director of the Institute of Economic Affairs (IEA), the pioneering free-market think tank founded in 1955. Hannan reflects on the intellectual legacy of the IEA and argues that the case for free markets, once broadly accepted, must now be made all over again in an age drifting back toward statism. The conversation ranges widely—from the resurgence of protectionism and the erosion of economic literacy to the failures of modern political leadership, the legacy of Brexit, and the cultural forces shaping today's electorate. Along the way, Hannan explores the deep roots of conservatism, the challenges of defending free trade in an intuitive protectionist world, and the urgent need to reintroduce fundamental economic truths to a new generation.

The International Energy Agency just released a new report on energy and AI, updating its landmark report on that topic last year. The new report – called Key Questions on Energy and AI -- provides authoritative information on a wide range of topics including the growth in power demand for AI; the role of natural gas, nuclear power and batteries at AI data centers; the impacts of AI clusters on electric grids; and the future of physical AI such as robots and autonomous vehicles. Join host David Sandalow as he talks with the two lead authors of the report – Thomas Spencer and Siddharth Singh. Show notes: IEA, Key Questions on Energy and AI (April 2026) --https://www.iea.org/reports/key-questions-on-energy-and-ai This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailPiper hosts Plaidcast in Person in front of a live audience at Linden Hall School for Girls in Lititz, Pennsylvania. Host: Piper Klemm, publisher of The Plaid HorseGuest: Dr. Shauna Carter is the Head of School at Linden Hall. She is a servant leader with nearly 25 years of experience as a teacher and administrator in public and independent schools. She holds degrees in English, English Education, Educational Administration, and a doctorate in Educational Leadership. Passionate about empowering girls and young women, she has been active in organizations such as Alpha Kappa Alpha Sorority, Incorporated and The Links, Incorporated.Guest: Erika Kurtz is the Riding Coordinator and Trainer at Linden Hall. With nearly 20 years of experience in the equine industry, Erika is a highly respected trainer, instructor, and 'r" hunter/equitation judge known for her strong horsemanship and thoughtful approach to rider development. She holds a degree in English Equestrian Studies and Equine Business Management from the University of Findlay. She also serves as Head Coach of the Franklin & Marshall College Equestrian Team and holds a trainer certification through the USHJA and instructor certification from the Certified Horsemanship Association. Erika also serves as Regional President for her IEA region. Guest: Diana Smedley graduated from Linden Hall School in 2010 where she served as Co-Captain of the Riding Team during her Junior and Senior years. After graduation, she studied Photography & Design at the School of Visual Arts and completed the Entrepreneurship Program at the International Culinary Center in New York City. After relocating to Lititz, PA, she founded Lancaster Gift Box- a specialty food store featuring over 150+ Pennsylvania food brands. Through Lancaster Gift Box, she donates 1% of annual sales to organizations in Hunger-Free Lancaster.Guest: Izzi O'Brien is a member of the Class of 2029. Izzie rode for six years before Linden Hall and helps with school horses and the horses at Zone finals. Izzie also helps with the college horse shows on campus.Guest: Sophie Suk is a member of the Class of 2026 and has ridden at Linden Hall for three years. She rode for IEA this year and was 4th place at Zone finals. Sophie will be attending Wellesley College in Boston, MA.Subscribe To: The Plaid Horse MagazineTitle Sponsor: Taylor, Harris Insurance ServicesSponsor: Sentinel and Chewy Join us at an upcoming Plaidcast in Person event!

The International Energy Agency just released a new report on energy and AI, updating its landmark report on that topic last year. The new report – called Key Questions on Energy and AI -- provides authoritative information on a wide range of topics including the growth in power demand for AI; the role of natural gas, nuclear power and batteries at AI data centers; the impacts of AI clusters on electric grids; and the future of physical AI such as robots and autonomous vehicles. Join host David Sandalow as he talks with the two lead authors of the report – Thomas Spencer and Siddharth Singh. Show notes: IEA, Key Questions on Energy and AI (April 2026) --https://www.iea.org/reports/key-questions-on-energy-and-ai This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

The war in Iran has once again put focus on Strategic oil reserves. The IEA member countries carried out the largest ever oil stock release (400 million barrels) last month. #CutTheClutter Episode 1830 looks at where countries including US, China, Japan & India stand on Strategic Petroleum inventory & how China stockpiled oil before war in Iran, adding almost 1.1 million barrels per day in 2025. ThePrint Editor-In-Chief Shekhar Gupta also explains India's Strategic Petroleum Reserves, and traces its journey.

The Iran crisis continues to prove how dangerously dependent the global economy is on fossil fuels. But what will it actually take to move beyond them?In this episode, Christiana Figueres, Tom Rivett-Carnac and Paul Dickinson look at what the latest oil shock continues to reveal. And they turn to the upcoming First Conference on the Transition Away from Fossil Fuels in Santa Marta, where governments, campaigners and other actors are gathering to build new relationships and explore new routes towards a just transition in an age of geopolitical instability.Christiana speaks with former President of Ireland Mary Robinson and Ugandan climate activist Vanessa Nakate, who lay out the big structural barriers still slowing the shift. From debt traps that make fossil fuel extraction a financial necessity, to vested interests, and subsidies flowing in the wrong direction.The evidence is clear: the transition is happening. The question is, will it be political machinations or economic urgency that determines how fast? Learn More:

The IEA chief warned the world is facing the biggest energy crisis in history, so why aren't oil prices spiking? The meme stock that tanked nearly 50% after soaring 700% in one month. Plus, why Barclays says the Trump administration's potential $500 million bailout plan for Spirit Airlines could be a "moral hazard." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Silver Keeps Leaving COMEX, As IEA Warns Energy Crisis Will Necessitate More Solar As the Iran war continues, with the Strait of Hormuz remaining closed, silver keeps leaving the COMEX, while the IEA is warning of an energy crisis that will necessitate even more solar and renewable energy. Which of course requires more silver. So to find out more, and get caught up to speed on the latest precious metals news, click to watch this video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Get free email updates when each day's show is released: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

This hour: David Faber and Sara Eisen broke down a return of the tech trade (software, semiconductor, and quantum stocks leading the charge) with Citi's Head of U.S. equity strategy, before checking in with the CEOs of 2 earnings names - Pepsico & regional bank Citizens Financial. Plus: details on a new model out of Anthropic, what's sending quantum stocks surging, and a look at the IEA's jet fuel warning that could derail summer vacation plans for some. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today we were pleased to welcome Doug Lambert, Co-Founder and Chief Operating Officer of Saronic Technologies. Doug, alongside Dino Mavrookas (CEO), Rob Lehman (CCO), and Vibhav Altekar (CTO), co-founded Saronic in 2022 to advance maritime superiority through intelligent autonomous systems. Saronic's mission is to equip the U.S. and its allies with advanced autonomous surface vessels, enhancing situational awareness and enabling more effective detection, tracking, and response to emerging maritime threats. The company recently closed a $1.75B Series D at a $9.25B valuation and announced a new downtown New Orleans office to support its expanding shipbuilding operations in Louisiana. We were thrilled to spend time with Doug and explore autonomy, maritime innovation, and the future of naval and offshore operations. In our conversation, Doug provides an overview of Saronic, their product range, and rapid growth to ~1,500 employees. We discuss the convergence of enabling technologies (AI, machine learning, edge compute, and advanced sensors) that have made true maritime autonomy possible, why this moment is different from prior attempts, and the combination of technology breakthroughs, market tailwinds, and geopolitical developments that have accelerated adoption. We explore Saronic's approach to designing purpose-built autonomous vessels, as well as their decision to vertically integrate across design, manufacturing, and operations, highlighting how scale production, control of the full system, and a data-driven flywheel are critical to driving down costs and unlocking broader adoption. We examine the strategic implications of autonomy and how these platforms act as force multipliers across defense, offshore energy, and critical infrastructure. Doug shares his perspective on the concept of a hybrid fleet, where autonomous systems augment traditional assets, extend reach, and improve safety, and how this shift could reshape maritime strategy over time. We cover the importance of edge-based decision making versus cloud reliance, and how real-world deployment and data collection underpin both performance and competitive advantage. We also touch on the broader industrial and cultural backdrop, including the reindustrialization of U.S. shipbuilding, the blending of software and skilled trades, and the growing importance of building in the physical world. We discuss workforce dynamics, labor constraints in maritime, adoption challenges, the gap between technical readiness and real-world trust as autonomy moves from concept to scaled deployment, and much more. It was a wide-ranging discussion and we're thankful to Doug for sharing his time and unique insights. Mike Bradley started the show by noting that the 10-year bond yield had moved down to ~4.27% following a softer-than-expected March PPI report (YoY +4%). While still elevated, the print came in well below consensus and remains far below the 11.7% peak seen during the Biden Presidency. On the oil market front, WTI was trading at ~$92/bbl, down $6–$7 on the day and $4–$5 since President Trump announced the Strait of Hormuz blockade over the weekend. He noted that global oil prices also moved lower on optimism around a potential second round of Iranian peace talks, as well as a meaningful downward revision (~730 kbpd) to the IEA's 2026 demand outlook. Traders are now less focused on how high prices could go and more focused on how low they could fall if and when the Strait of Hormuz reopens. On the broader equity market front, the S&P 500 was up ~1% on the day and trading within ~0.5% of its all-time high, highlighting a notable divergence between energy market concerns and broader market optimism. Within equities, Energy was the worst-performing S&P sector on the day and has effectively round-tripped since the onset of the Iran conflict, now down ~11% from its March peak. Looking ahead, Oil Services Q1 earnings begin next

Airports are canceling flights right now due fuel shortages and fears they will worsen. Airlines are including those in the US are already raising bag fees and other costs trying to pass along the doubling in jet fuel prices to passengers. Meanwhile, the international energy agency's chief says the current oil crisis is worse than 1973, 1979, and 2022 combined. The thing is, that sounds crazy but sadly it's not and we're just now seeing the preliminary effects of Hormuz at the forefront in air travel. Eurodollar University's Money & Macro AnalysisIf you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. And coming soon EDU 2.0, an update on Eurodollar University with new designed course material more structured content, including both a browser and smartphone app. Check it out here:https://eurodollar.university/membershipsWorld losing more barrels of oil each day than in two 1970s crises combined, IEA chief says – videohttps://www.theguardian.com/world/video/2026/mar/23/world-losing-more-barrels-of-oil-each-day-than-in-two-1970s-crises-combined-iea-chief-says-videoIEA chief: current oil and gas crisis worse than 1973, 1979, 2022 togetherhttps://www.reuters.com/business/energy/iea-chief-current-oil-gas-crisis-worse-than-1973-1979-2002-together-2026-04-07/Korean travelers left stranded as Mideast turmoil pushes airlines to slash routeshttps://www.koreaherald.com/article/10711811Jet fuel supply concerns grow as war with Iran drags on, airlines cut flightshttps://www.cnbc.com/2026/04/07/iran-war-jet-fuel-airlines.htmlItaly Sets Jet Fuel Limits at Some Airports on Supply Gaphttps://www.bloomberg.com/news/articles/2026-04-05/italy-sets-jet-fuel-limits-at-some-airports-on-supply-shortageDelta Increases Checked Bag Charges by Up to $50 After Fuel Costs Risehttps://www.bloomberg.com/news/articles/2026-04-07/delta-air-will-boost-fees-on-baggage-amid-surging-oil-pricesUnited Airlines hikes checked bag fee by $10 as fuel prices continue to climbhttps://www.cnbc.com/2026/04/02/united-airlines-raises-checked-bag-fees-fuel-prices-climb.htmlJet Fuel Spot Prices Over 60 Days https://www.airlines.org/dataset/argus-us-jet-fuel-index/Iran War Fallout: Airlines Slash Thousands Of Flights Amid Global Fuel Shortageshttps://simpleflying.com/iran-war-airline-flight-cancellations-fuel-shortage/FRBNY SCEhttps://www.newyorkfed.org/microeconomics/sce#/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

──────────────────────────────────────── [00:02:09] Todd Blanche Claims There Are Victims But No Perpetrators in the Epstein Files Trump's new AG pick told reporters he has no idea whether any men abused Epstein's victims — after his DOJ redacted perpetrator names while exposing victim names. Senator John Kennedy of Louisiana publicly mocked the logic: victims with no perpetrators. ──────────────────────────────────────── [00:07:32] Bondi's DOJ Dropped 23,000 Criminal Cases to Make Room for Immigration Enforcement The Trump DOJ declined to prosecute more cases in a single month than any month since at least 2004 — nearly double the previous record — while adding 32,000 new immigration cases. 74% of immigration detainees had no criminal record whatsoever. ──────────────────────────────────────── [00:11:13] Judge Napolitano: Netanyahu Has Blackmail Material on Trump — Epstein Revelations Could Destroy Him Napolitano states Trump is under Netanyahu's thumb because Israeli-linked donors can document personal misconduct and will fund primary challengers if Trump abandons Israel — making the Epstein coverup directly connected to the Iran war's continuation. ──────────────────────────────────────── [00:21:12] Supreme Court Birthright Citizenship Arguments: Trump's Solicitor General Was Unprepared and Missed Every Lifeline Gorsuch repeatedly tried to hand the solicitor general winning arguments about Native American citizenship and the original meaning of domicile — and the government's lawyer failed to grasp any of them, likely dooming Trump's one constitutionally correct policy position. ──────────────────────────────────────── [00:53:20] Five Countries Now Mandating Work From Home Due to Trump's Fuel Crisis — QR Fuel Rationing Proposed Malaysia, Pakistan, Vietnam, Thailand, and the Philippines have implemented work-from-home mandates or four-day workweeks due to the energy crisis. The IEA has proposed QR-code-based fuel rationing — described as perfectly aligned with long-term digital control agendas. ──────────────────────────────────────── [00:59:00] War-Driven Fuel Crisis Bigger Than 1973 OPEC Embargo — Cascading Into Food, Manufacturing, Plastics Analysts describe the Iran war energy disruption as the largest in modern history, surpassing OPEC and COVID shocks combined. Effects are cascading through agriculture, fertilizer, packaging, and transport — with full secondary impacts still months away. ──────────────────────────────────────── [01:06:54] Small Businesses Crushed: Diesel Costs Have Doubled as a Share of Revenue Since War Began A Tampa moving company reports fuel costs jumped from 3-5% to 6-10% of revenue in weeks. The US Postal Service added fuel surcharges for the first time in history. Amazon added a 3.5% fuel surcharge. Airlines are adding baggage fees to hide the real price increase. ──────────────────────────────────────── [01:11:01] Gold Is Now the Reserve Currency — Petro-Yuan Backed by Gold Is Taking Shape in Real Time Nassim Taleb and multiple analysts now state gold has replaced the dollar as the global reserve currency. China is hoarding gold with vaults in Riyadh and Hong Kong. The petro-yuan backed by gold is described as the direct consequence of Trump's weaponization of the dollar. ──────────────────────────────────────── [01:13:18] Strait of Hormuz Commercial Traffic Down 95% — US Navy Sailing 500 Miles Away to Avoid Being Sunk Commercial shipping through the Strait has fallen by 95-97%, removing 15 million barrels per day from global supply. Singapore jet fuel is at $231 per barrel. The US Navy is sailing 500-800 miles away from the Gulf in evasive patterns to avoid being targeted. ──────────────────────────────────────── [01:15:58] Iran War Costs US Taxpayers Over $11 Billion Per Week — Trump Wants to Raise Defense Budget 50% The Israeli war on Iran is costing over $11 billion per week. Trump has proposed raising the military budget from $1 trillion to $1.5 trillion — a 50% increase — while telling Americans he has no time to address daycare, infrastructure, or domestic needs. ──────────────────────────────────────── [01:41:06] Pope Calls Out Hegseth: You Are Turning Christianity Into a God of War The Pope publicly rebuked Hegseth over the weekend for his theology of war, stating he is offering a god of war rather than the God of the New Testament. Knight notes Hegseth's favorite Psalm verse about battle is about spiritual warfare, not military conquest. ──────────────────────────────────────── [01:52:29] US Lost an F-15, A-10 Warthog, Two Helicopters, and a Stratotanker in a Single Friday On Friday alone the US Air Force lost an F-15E, an A-10C Warthog, two helicopters, and had a Stratotanker hit — while Trump and Hegseth were claiming air dominance. Iran unleashed eight waves of missile attacks on Israel in a single day over the weekend. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

──────────────────────────────────────── [00:02:09] Todd Blanche Claims There Are Victims But No Perpetrators in the Epstein Files Trump's new AG pick told reporters he has no idea whether any men abused Epstein's victims — after his DOJ redacted perpetrator names while exposing victim names. Senator John Kennedy of Louisiana publicly mocked the logic: victims with no perpetrators. ──────────────────────────────────────── [00:07:32] Bondi's DOJ Dropped 23,000 Criminal Cases to Make Room for Immigration Enforcement The Trump DOJ declined to prosecute more cases in a single month than any month since at least 2004 — nearly double the previous record — while adding 32,000 new immigration cases. 74% of immigration detainees had no criminal record whatsoever. ──────────────────────────────────────── [00:11:13] Judge Napolitano: Netanyahu Has Blackmail Material on Trump — Epstein Revelations Could Destroy Him Napolitano states Trump is under Netanyahu's thumb because Israeli-linked donors can document personal misconduct and will fund primary challengers if Trump abandons Israel — making the Epstein coverup directly connected to the Iran war's continuation. ──────────────────────────────────────── [00:21:12] Supreme Court Birthright Citizenship Arguments: Trump's Solicitor General Was Unprepared and Missed Every Lifeline Gorsuch repeatedly tried to hand the solicitor general winning arguments about Native American citizenship and the original meaning of domicile — and the government's lawyer failed to grasp any of them, likely dooming Trump's one constitutionally correct policy position. ──────────────────────────────────────── [00:53:20] Five Countries Now Mandating Work From Home Due to Trump's Fuel Crisis — QR Fuel Rationing Proposed Malaysia, Pakistan, Vietnam, Thailand, and the Philippines have implemented work-from-home mandates or four-day workweeks due to the energy crisis. The IEA has proposed QR-code-based fuel rationing — described as perfectly aligned with long-term digital control agendas. ──────────────────────────────────────── [00:59:00] War-Driven Fuel Crisis Bigger Than 1973 OPEC Embargo — Cascading Into Food, Manufacturing, Plastics Analysts describe the Iran war energy disruption as the largest in modern history, surpassing OPEC and COVID shocks combined. Effects are cascading through agriculture, fertilizer, packaging, and transport — with full secondary impacts still months away. ──────────────────────────────────────── [01:06:54] Small Businesses Crushed: Diesel Costs Have Doubled as a Share of Revenue Since War Began A Tampa moving company reports fuel costs jumped from 3-5% to 6-10% of revenue in weeks. The US Postal Service added fuel surcharges for the first time in history. Amazon added a 3.5% fuel surcharge. Airlines are adding baggage fees to hide the real price increase. ──────────────────────────────────────── [01:11:01] Gold Is Now the Reserve Currency — Petro-Yuan Backed by Gold Is Taking Shape in Real Time Nassim Taleb and multiple analysts now state gold has replaced the dollar as the global reserve currency. China is hoarding gold with vaults in Riyadh and Hong Kong. The petro-yuan backed by gold is described as the direct consequence of Trump's weaponization of the dollar. ──────────────────────────────────────── [01:13:18] Strait of Hormuz Commercial Traffic Down 95% — US Navy Sailing 500 Miles Away to Avoid Being Sunk Commercial shipping through the Strait has fallen by 95-97%, removing 15 million barrels per day from global supply. Singapore jet fuel is at $231 per barrel. The US Navy is sailing 500-800 miles away from the Gulf in evasive patterns to avoid being targeted. ──────────────────────────────────────── [01:15:58] Iran War Costs US Taxpayers Over $11 Billion Per Week — Trump Wants to Raise Defense Budget 50% The Israeli war on Iran is costing over $11 billion per week. Trump has proposed raising the military budget from $1 trillion to $1.5 trillion — a 50% increase — while telling Americans he has no time to address daycare, infrastructure, or domestic needs. ──────────────────────────────────────── [01:41:06] Pope Calls Out Hegseth: You Are Turning Christianity Into a God of War The Pope publicly rebuked Hegseth over the weekend for his theology of war, stating he is offering a god of war rather than the God of the New Testament. Knight notes Hegseth's favorite Psalm verse about battle is about spiritual warfare, not military conquest. ──────────────────────────────────────── [01:52:29] US Lost an F-15, A-10 Warthog, Two Helicopters, and a Stratotanker in a Single Friday On Friday alone the US Air Force lost an F-15E, an A-10C Warthog, two helicopters, and had a Stratotanker hit — while Trump and Hegseth were claiming air dominance. Iran unleashed eight waves of missile attacks on Israel in a single day over the weekend. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

──────────────────────────────────────── [00:03:36] Philippines Declares National Emergency — Fuel Supplies Measured in Days, Not Months The Philippines has declared a national state of emergency due to war-related supply chain disruptions. Jet fuel reserves are down to 38 days, LPG to 23 days, with the IEA confirming the current disruption already exceeds the combined supply losses of both 1970s oil shocks. ──────────────────────────────────────── [00:09:25] US Only Has Two Months of Rare Earths Left — Trump Cut the Supply Chain Before Securing a Domestic Source China's rare earth embargo following Trump's tariff war has left the US with approximately two months of the materials needed to manufacture precision guided weapons — the same weapons being consumed at record rates in the Iran campaign — with no domestic replacement source established. ──────────────────────────────────────── [00:14:24] The Real Strategic Goal: US Control of All Major Oil Export Resources Outside Russia Analysis presented argues that the war's actual objective is to use Iran's destruction of Gulf State infrastructure as a pretext for the US to seize control of Middle Eastern oil resources — giving Washington the power to turn energy on or off for any country that resists its economic agenda. ──────────────────────────────────────── [00:18:13] Bank of America Warns European Gas Could Jump 17-Fold — Mortgage-Sized Monthly Energy Bills Ahead Bank of America has warned that European natural gas prices could surge from 29 euros to as high as 500 euros this winter — a 17-fold increase — which would produce monthly energy bills potentially exceeding mortgage payments and trigger a full economic emergency across Europe and large parts of Asia. ──────────────────────────────────────── [00:22:05] NASDAQ and NYSE Moving to Tokenize the Entire $126 Trillion Equity Market on Blockchain Wall Street's two largest exchanges are partnering with crypto platforms to tokenize the entire US equity market, with analysts warning this adds another layer of abstraction between investors and actual ownership — and that in a crisis, token holders would be last in line behind brokers and the Depository Trust Company. ──────────────────────────────────────── [00:37:38] US Treasury Officially Declared the United States Insolvent — Media Missed It A Forbes headline reports that the US Treasury's own numbers amount to an official declaration of insolvency, with real debt estimated at $143 trillion rather than the reported $38–39 trillion when unfunded liabilities like Social Security are included. ──────────────────────────────────────── [01:01:49] Trump Reversed on FISA 702 — Now Pushing Warrantless Surveillance He Campaigned Against Trump, who called for abolishing FISA Section 702 warrantless surveillance during his 2024 campaign, is now pushing to extend it — described as part of a broader pattern of paving the way for a police state, AI-driven technocracy, and permanent emergency powers under war conditions. ──────────────────────────────────────── [01:20:00] Trump's FDA Chief Seamlessly Moved to Pfizer Board While Simultaneously on DoD Biodefense Contractor Board Former FDA Commissioner Scott Gottlieb, who approved COVID interventions under Trump, transitioned directly to Pfizer's board while simultaneously sitting on the board of a DoD-subsidized biomanufacturing firm — cited as the structural model now being replicated with glyphosate immunity and AI deregulation. ──────────────────────────────────────── [01:23:04] Joe Kent's Resignation Torches the Bridge — FBI Investigation, Graham Calls Him a Traitor Joe Kent resigned from the National Counterterrorism Center directorship amid a firestorm, with Lindsey Graham and Laura Loomer immediately branding him an anti-Semite and traitor. The segment frames this as a loyalty litmus test revealing who in Washington serves Israeli interests over American ones. ──────────────────────────────────────── [01:32:17] United Airlines CEO: Jet Fuel Has More Than Doubled — $11B Extra Annual Cost on Best Year of $5B Profit United Airlines CEO reports jet fuel costs have more than doubled in three weeks, projecting an additional $11 billion in annual fuel costs against a record best-year profit of under $5 billion — making current ticket prices structurally unsustainable and signaling imminent airline sector collapse. ──────────────────────────────────────── [01:46:50] Scott Ritter: US Military Bases Across Seven Countries Are Being Evacuated — This Is a Military Collapse Former military intelligence officer Scott Ritter details the systematic evacuation of 13 US military bases across Kuwait, Qatar, Bahrain, Saudi Arabia, Iraq, and Syria, with Iran having destroyed the billion-dollar radar array that was the heart of the anti-missile defense system — calling Pentagon language about "strategic redeployment" an institutional deception. ──────────────────────────────────────── [01:41:09] No Authorization, No Goals, No Plan — $200B Iran War Supplemental Sought With Zero Congressional Oversight The Iran war has entered its fourth week with no congressional authorization, no declared war, no stated strategic objectives, and no clarity from the Pentagon — while the White House is now requesting $200 billion in supplemental war funding that Republicans in both chambers have already voted not to weigh in on. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

──────────────────────────────────────── [00:03:36] Philippines Declares National Emergency — Fuel Supplies Measured in Days, Not Months The Philippines has declared a national state of emergency due to war-related supply chain disruptions. Jet fuel reserves are down to 38 days, LPG to 23 days, with the IEA confirming the current disruption already exceeds the combined supply losses of both 1970s oil shocks. ──────────────────────────────────────── [00:09:25] US Only Has Two Months of Rare Earths Left — Trump Cut the Supply Chain Before Securing a Domestic Source China's rare earth embargo following Trump's tariff war has left the US with approximately two months of the materials needed to manufacture precision guided weapons — the same weapons being consumed at record rates in the Iran campaign — with no domestic replacement source established. ──────────────────────────────────────── [00:14:24] The Real Strategic Goal: US Control of All Major Oil Export Resources Outside Russia Analysis presented argues that the war's actual objective is to use Iran's destruction of Gulf State infrastructure as a pretext for the US to seize control of Middle Eastern oil resources — giving Washington the power to turn energy on or off for any country that resists its economic agenda. ──────────────────────────────────────── [00:18:13] Bank of America Warns European Gas Could Jump 17-Fold — Mortgage-Sized Monthly Energy Bills Ahead Bank of America has warned that European natural gas prices could surge from 29 euros to as high as 500 euros this winter — a 17-fold increase — which would produce monthly energy bills potentially exceeding mortgage payments and trigger a full economic emergency across Europe and large parts of Asia. ──────────────────────────────────────── [00:22:05] NASDAQ and NYSE Moving to Tokenize the Entire $126 Trillion Equity Market on Blockchain Wall Street's two largest exchanges are partnering with crypto platforms to tokenize the entire US equity market, with analysts warning this adds another layer of abstraction between investors and actual ownership — and that in a crisis, token holders would be last in line behind brokers and the Depository Trust Company. ──────────────────────────────────────── [00:37:38] US Treasury Officially Declared the United States Insolvent — Media Missed It A Forbes headline reports that the US Treasury's own numbers amount to an official declaration of insolvency, with real debt estimated at $143 trillion rather than the reported $38–39 trillion when unfunded liabilities like Social Security are included. ──────────────────────────────────────── [01:01:49] Trump Reversed on FISA 702 — Now Pushing Warrantless Surveillance He Campaigned Against Trump, who called for abolishing FISA Section 702 warrantless surveillance during his 2024 campaign, is now pushing to extend it — described as part of a broader pattern of paving the way for a police state, AI-driven technocracy, and permanent emergency powers under war conditions. ──────────────────────────────────────── [01:20:00] Trump's FDA Chief Seamlessly Moved to Pfizer Board While Simultaneously on DoD Biodefense Contractor Board Former FDA Commissioner Scott Gottlieb, who approved COVID interventions under Trump, transitioned directly to Pfizer's board while simultaneously sitting on the board of a DoD-subsidized biomanufacturing firm — cited as the structural model now being replicated with glyphosate immunity and AI deregulation. ──────────────────────────────────────── [01:23:04] Joe Kent's Resignation Torches the Bridge — FBI Investigation, Graham Calls Him a Traitor Joe Kent resigned from the National Counterterrorism Center directorship amid a firestorm, with Lindsey Graham and Laura Loomer immediately branding him an anti-Semite and traitor. The segment frames this as a loyalty litmus test revealing who in Washington serves Israeli interests over American ones. ──────────────────────────────────────── [01:32:17] United Airlines CEO: Jet Fuel Has More Than Doubled — $11B Extra Annual Cost on Best Year of $5B Profit United Airlines CEO reports jet fuel costs have more than doubled in three weeks, projecting an additional $11 billion in annual fuel costs against a record best-year profit of under $5 billion — making current ticket prices structurally unsustainable and signaling imminent airline sector collapse. ──────────────────────────────────────── [01:46:50] Scott Ritter: US Military Bases Across Seven Countries Are Being Evacuated — This Is a Military Collapse Former military intelligence officer Scott Ritter details the systematic evacuation of 13 US military bases across Kuwait, Qatar, Bahrain, Saudi Arabia, Iraq, and Syria, with Iran having destroyed the billion-dollar radar array that was the heart of the anti-missile defense system — calling Pentagon language about "strategic redeployment" an institutional deception. ──────────────────────────────────────── [01:41:09] No Authorization, No Goals, No Plan — $200B Iran War Supplemental Sought With Zero Congressional Oversight The Iran war has entered its fourth week with no congressional authorization, no declared war, no stated strategic objectives, and no clarity from the Pentagon — while the White House is now requesting $200 billion in supplemental war funding that Republicans in both chambers have already voted not to weigh in on. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Our Head of Public Policy Research Ariana Salvatore breaks down what's being discussed by policymakers around the world to try to cap the oil price spike. Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research. Today, I'll be talking about the ongoing conflict in Iran and the policy options to offset a rise in oil prices. It's Wednesday, March 25th at 8pm in Tokyo. The U.S.-Iran conflict is stretching into its fourth week, and markets are still trying to distill headlines for news of an off-ramp or further escalation. Even here in Tokyo, the global supply crunch is top of mind. But we're also watching for second order effects among a number of key supply chains, ranging from food to semiconductors. As you've been hearing on the show, the Middle East is a critical supplier of aluminum, petrochemicals, and fertilizers—all industries that are energy intensive and deeply embedded in global supply chains. There's also sulphur, which is needed to produce copper and cobalt, largely used for chip materials and components. And helium, which is a critical material for semiconductor manufacturing. So with all this supply chain disruption on the line, what are policymakers' options to mitigate that loss? Let's start by putting some numbers around the disruption. The Strait of Hormuz accounts for about 20 percent of global oil supply, and about a third of seaborne oil. Our strategists highlight three potential offsets. First, alternative pipelines. Saudi Arabia maintains an East-West pipeline and the UAE similarly has a smaller scale Abu Dhabi Crude Oil Pipeline. Those together can allow for some crude to bypass Hormuz. Second, the U.S. has publicly discussed potential naval escorts. We've written about the logistical difficulties with this plan, in addition to significant execution risks. Third, the IEA has coordinated a strategic stock release, which could translate to a sustained release of around 2 million barrels a day, depending on the duration of the conflict. There are also geographic considerations though that can add a lag to those strategic releases. On net, our oil strategists think these policy levers can mitigate about 9 million barrels per day from the lost 20, meaning that the global economy will still be short about 11 million barrels per day; more than three times the supply shock the market feared from the Russia-Ukraine conflict back in 2022. So, given those limitations, we're starting to see countries around the world – particularly in Asia – begin to implement rationing measures to conserve energy. The Philippines, for example, has implemented a four-day workweek for government workers and mandated agencies to cut fuel and electricity use. Myanmar has imposed driving limits, and Sri Lanka has introduced gasoline rationing. But what about in the U.S.? We've seen domestic gasoline prices climb due to this conflict, and the national average is now close to $4, almost a dollar up from where we were about a month ago. The President has announced a number of policy efforts – including a Jones Act waiver, which temporarily allows foreign vessels to transport fuel between U.S. ports, and a temporary pause on some Russian and Iranian oil sanctions. President Trump has also directed a release from the Strategic Petroleum Reserve, but similarly to the IEA stockpile, the flow rate is going to be the key limit. The authorization was for 172 million barrels over a 120 period, which translates to just about 1.4 million barrels per day on average. So what should we be watching? Tanker transits, signs of upstream shut-ins as storage fills, refinery run-cuts, and—most crucially—whether policy announcements on insurance and escorted convoys can actually translate into reality. These are all going to be critical elements going forward. For now, our oil strategists have raised their near-term Brent forecast to $110 per barrel, which underscores our U.S. economists' outlook for weaker growth and stickier inflation than previously expected. And for now, policy tools seem to be unable to meaningfully offset that disruption. Thanks for listening. As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen and share the podcast with a friend or colleague today.

**This episode is raw and uneditedRobert Mueller is dead at 81. Trump spent the weekend celebrating on Truth Social. Iran is on Day 24 of a hot war the IEA says is worse than both 1970s oil shocks combined. The 82nd Airborne is on standby. Someone placed half a billion dollars in oil futures bets 15 minutes before Trump posted his Iran peace claim. And Donald Trump voted by mail in a Florida special election the same week he called mail-in voting "cheating" and demanded senators pass voter suppression legislation for Jesus.On this episode, Robin covers Mueller's legacy, the MAGA civil war over Iran, Trump's 36% approval rating, Scaramucci's "Trump Reality Syndrome," the Supreme Court's threat to mail ballot grace periods in 14 states, ICE deployed to airports, the woman detained at SFO in front of her crying daughter, the Army raising its enlistment age to 42, and the Charlie Kirk cancel culture hypocrisy unraveling in court.Five scenarios for how the Iran war ends. None of them good. KEYWORDS / TAGSRobert Mueller death, Trump Truth Social Mueller, Iran war update 2026, Iran war Day 24, 82nd Airborne Iran deployment, Kharg Island military plan, IEA energy crisis oil shocks, Iran war oil prices, Trump approval rating 2026, Reuters Ipsos poll Iran war, Trump voted by mail, SAVE Act voter suppression, mail-in voting hypocrisy, Supreme Court mail ballot grace period, Watson v Republican National Committee, ICE airports 2026, SFO detention ICE, DHS shutdown TSA, Anthony Scaramucci Trump reality syndrome, MAGA civil war Tucker Carlson Hannity, Iran war Tucker Carlson, Megyn Kelly Iran war, Charlie Kirk cancel culture, professor fired Kirk death, Army enlistment age 42, Army marijuana waiver 2026, Pakistan Iran ceasefire talks, Amazon AWS Bahrain drone attack, Iran oil futures insider trading, left wing political podcast, anti-Trump podcast 2026, progressive news podcastABOUT THE SHOWWe Saw the Devil is a left-leaning political commentary podcast hosted by Robin. Sharp, profanity-forward, and built on the belief that unflinching honesty is the only appropriate response to what is happening to American democracy. New episodes weekly. Not for the faint of heart. Absolutely for the furious.Follow on Spotify, Apple Podcasts, and wherever you listen. Leave a review. Tell someone who needs it.Become a supporter of this podcast: https://www.spreaker.com/podcast/we-saw-the-devil-crime-political-analysis--4433638/support.Website: http://www.wesawthedevil.comPatreon: http://www.patreon.com/wesawthedevilDiscord: https://discord.gg/X2qYXdB4Twitter: http://www.twitter.com/WeSawtheDevilInstagram: http://www.instagram.com/wesawthedevilpodcast.

Today's Headlines: A fatal collision at LaGuardia killed both pilots of an Air Canada flight after a fire truck crossed the runway and hit the plane on landing. Nine passengers remain hospitalized. The NTSB is investigating, but context matters: the tower was understaffed, TSA agents are six weeks without pay, hundreds have quit, and half the nation's busiest airports had more than a third of agents call out Saturday. Trump blocked a bipartisan fix because he won't sign anything without his unrelated voter restriction bill, and deployed ICE agents to airports instead. Newark's tower was also evacuated Monday.  On day 24 of the Iran war, Trump announced he was postponing threatened strikes on Iranian power plants, citing "very good conversations" — which Iran immediately said never happened. More notable: oil futures spiked unusually about 15 minutes before Trump posted the announcement. Iran said the war continues until it receives full compensation. Israel launched an "unprecedented" wave of overnight strikes anyway. The IEA said the energy crisis is now worse than the 1970s oil shock and 2022 Ukraine crisis combined. Gas hit $3.96 nationally, with Goldman Sachs projecting elevated prices through 2027. Elsewhere: a federal judge ruled the Pentagon's press policy unconstitutional, so the Pentagon moved its press office outside the building and required military escorts for journalists. The Supreme Court signaled skepticism toward mail-in ballot grace periods in a case that could affect 14 states plus DC — five months before midterms. A DOGE-gutted IRS developed a "technical glitch" that made $51 million in political donations invisible. Trump sued Harvard over antisemitism. Four Jewish ambulances were torched outside a London synagogue by an Iran-linked group. And Russian intelligence reportedly proposed a staged assassination attempt on Hungary's Orbán to boost his flagging poll numbers ahead of April 12th elections. Resources/Articles mentioned in this episode: The Atlantic: American Aviation Is Near Collapse - The Atlantic NPR: LaGuardia reopens after the crash that killed 2 and hurt dozens. Here's what to know CNBC: ICE deployed to some U.S. airports as long security lines persist during partial shutdown CNBC: Volume in stock, oil futures surged minutes before Trump's market-turning post CNN: Live updates: Iran war news, Trump delays strikes on Iranian power plants after ‘very good' talks with Tehran NPR: U.S. judge rules against Pentagon restrictions on press coverage THe Guardian: IRS glitch masked $51m in political donations, finance watchdog says | Trump administration NYT: Trump Administration Sues Harvard Over Accusations of Antisemitism NBC News: Jewish volunteer ambulances set on fire in London in apparent antisemitic attack WaPo: To tilt Hungarian election, Russians proposed staging assassination attempt Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: ⁠⁠⁠betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

──────────────────────────────────────── [00:00:49] Trump Announces Iran Talks — Iran Says No Talks Exist, Calls It Fake News A $1.5B stock bet and $192M oil short were placed minutes before Trump's announcement, while Iran's foreign ministry simultaneously denied any contact with Washington had occurred. ──────────────────────────────────────── [00:04:14] Massive Pre-Announcement Trade on Stocks and Oil Flagged as Likely Inside Job S&P 500 futures and oil futures saw an anomalous volume surge 5–15 minutes before Trump's peace announcement, with the stock bet returning 2.5% and the oil short returning 6% — drawing direct comparisons to pre-9/11 insider trading. ──────────────────────────────────────── [00:05:23] Port Arthur Refinery Explosion Preceded by Israeli Search Spike on March 17th A Valero refinery in Port Arthur, Texas exploded under disputed circumstances. Google Analytics data shows a significant search surge for "Port Arthur, Texas" originating from Israel days before the incident. ──────────────────────────────────────── [00:11:05] Colonel McGregor: Iran Is Winning — US Repeating Vietnam-Era Spreadsheet War Strategy McGregor argues Iran spent 20 years preparing to survive a US assault and has succeeded, while US leadership repeats the failed Vietnam-era body count metric of listing sorties and bomb tonnage as proof of progress. ──────────────────────────────────────── [00:22:06] Goldman Sachs Analyst: Trump's Iran Escalation Is the Same Scam He Ran on Tariffs A Goldman analyst maps Trump's Iran behavior — float, escalate, ultimatum, off-ramp — as identical to his North Korea, Soleimani, and China tariff playbooks, warning Iran has likely recognized the pattern and won't provide an easy concession. ──────────────────────────────────────── [00:33:38] Iran Releases Specific Target List Across Saudi Arabia, UAE, Qatar, and Kuwait Iran published a location-specific list of refineries, power plants, and desalination complexes across Gulf States to be struck if its infrastructure is hit again. The IEA director warns the crisis already exceeds both 1970s oil shocks combined. ──────────────────────────────────────── [00:48:34] Former Wall Street Journal Editor: Americans Now Trust Iran's War Reports Over Their Own President Former WSJ editor-in-chief Gerard Baker calls Trump "Baghdad Bob," saying Americans are now in the unprecedented position of finding the enemy's battlefield reporting more credible than their own commander-in-chief's. ──────────────────────────────────────── [00:50:00] Trump Promoted the CIA Torturer Who Fabricated Iraq War Intelligence to CIA Director Trump appointed Gina Haspel — the CIA officer who extracted false WMD intelligence through torture and delivered it to Colin Powell for his UN presentation — revealing the Iran war is being run by the same apparatus that manufactured the Iraq war. ──────────────────────────────────────── [01:05:29] Joe Kent vs. Mark Levin: Israel Dragged US Into War, FBI Now Investigating Kent for Leaking Kent argued on Levin's program that Israel's lobby deliberately moved the nuclear red line to sabotage US-Iran negotiations. The FBI has since opened a leaking investigation against Kent, widely characterized as retaliatory political targeting. ──────────────────────────────────────── [01:14:34] Kent to Tucker Carlson: Israel's Goal Is to Destroy the Entire Middle East, Not Just Iran In a two-hour Carlson interview, Kent argues US and Israeli objectives have diverged — Washington seeks limited goals, but Israel aims to destabilize the entire Gulf region for territorial expansion. Kent calls for withdrawing US defensive support as the only real leverage. ──────────────────────────────────────── [01:35:02] Susie Wiles Has Cancer — Stephen Miller Now Ascending as Dominant White House Influence Wiles, described as a moderating force in the Trump White House, is stepping back due to cancer. Stephen Miller is positioned to fill the power vacuum, with ICE agents already operating under a grant of absolute immunity. ──────────────────────────────────────── [01:42:31] Blackburn's AI Bill: Full Section 230 Repeal, Mandatory Watermarking, Federal Internet Takeover Blackburn's 291-page bill repeals Section 230, mandates content provenance watermarking on all AI media, and expands liability across all platforms — effectively forcing open source and small developers out of existence while centralizing internet control through corporate enforcement. ────────────────────────────────────────Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Today's Headlines: Twelve days in, the Iran war has cost $11 billion and nearly 2,000 lives. The most damning number: 175 people — mostly children — killed when a U.S. Tomahawk missile hit an Iranian elementary school because the Defense Intelligence Agency used outdated targeting data. Trump is still blaming Iran. He spent yesterday in Kentucky rallying against Thomas Massie and bragging the war was over "in the first hour." US intelligence disagrees: Iran's government is intact and now led by a younger, more radical Supreme Leader. Trump and Netanyahu are also diverging — Trump wants a victory banner, Israel wants regime change. Hezbollah is firing rockets into Israel; Israeli strikes have displaced over 700,000 people in Lebanon. Iran has escalated in the Strait of Hormuz, hitting three commercial ships and threatening every regional port. The US and IEA announced one of the largest emergency oil reserve releases in history after the Trump administration reversed course in two hours. February inflation already showed fuel oil up 11.1% before any of this started.  The FBI is warning California law enforcement about potential Iranian drone strikes launched from ships off the coast, and thousands of Stryker employees — the company makes robotic surgery systems — arrived to find their devices locked with an Iran-linked hacking group's logo on their screens. A government watchdog found Hegseth's Pentagon burned $93 billion in September 2025 alone. The last five days of that month's spending exceeded Canada and Mexico's combined military budgets. Trump is threatening to veto all legislation until the SAVE Act — which would significantly restrict voting access — clears the Senate, while DHS investigates Arizona's 2020 election results and targets swing states ahead of the midterms. Epstein's accountant testified before House Oversight in a closed session; one detail leaked: a Trump accuser reportedly received a settlement from the Epstein estate. And a 12-foot gold statue appeared on the National Mall depicting Trump and Epstein in the Titanic bow pose — Epstein as Rose — with plaques noting their friendship was "built on luxurious travel, raucous parties, and secret nude sketches." Resources/Articles mentioned in this episode: NYT: ⁠First Week of Iran War Cost More Than $11 Billion, Pentagon Tells Congress⁠ NYT: ⁠U.S. at Fault in Strike on School in Iran, Preliminary Inquiry Says⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠  NBC News: ⁠Live updates: Trump goes after Rep. Thomas Massie in Kentucky congressman's district⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠ Reuters: ⁠Exclusive: US intelligence says Iran government is not at risk of collapse, say sources⁠ WSJ: ⁠Trump Says the Iran War Is Nearly Won but Israel Has Other Ideas⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠ Axios: ⁠IEA announces historic oil reserve release amid Iran war⁠ WSJ: ⁠President Trump's Head-Spinning Pivot on an Emergency Oil Release⁠ Politico: ⁠Energy, food prices surged in February — before Iran fighting started⁠ ABC News: ⁠FBI warns Iran aspired to attack California with drones in retaliation for war: Alert⁠ WSJ: ⁠Iran Expands War With Major Cyberattack Against U.S. Company⁠ The New Republic: ⁠Pete Hegseth Blew Billions on Fruit Basket Stands, Chairs, and Crab⁠ NYT: ⁠Thune Is in a Vise as Trump and Far Right Demand Fight on Voter Bill⁠ ABC News: ⁠Trump administration opens investigation into Arizona's 2020 election results⁠ NYT: ⁠Trump Wants to ‘Take Over' Elections. These States Are Prime Targets⁠ Mediate: ⁠BOMBSHELL: Trump Accuser Got Payoff from Jeffrey Epstein Estate, Says Dem Lawmaker⁠ The Guardian: ⁠New satirical statue depicts Trump and Epstein as doomed lovers from Titanic⁠ Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Three commercial ships were damaged by 'unknown projectiles' in the Strait of Hormuz, as 32 members of the International Energy Agency agree release of largest ever oil reserves. The IEA said it will release 400 million barrels of oil from emergency reserves to tackle rising prices. Israel says it has launched a new waves of strikes on Iran and Lebanon. It says the attacks targeted infrastructure across Iran, as well as Hezbollah sites in the Lebanese capital, Beirut. Iran strikes targets in Saudi Arabia, the UAE and Kuwait. Israeli territory has also been hit. Also, the BBC reports on Russian intelligence sabotage attacks on countries allied with Ukraine and, computer scientists warn future robots could reflect life only from a male perspective as so few women work in AI design.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment.Get in touch: globalpodcast@bbc.co.uk