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Host: Mike Nemer (CEO, eRenewable) Guest: Chris Hyde (Sales Account Executive & Meteorologist, SkyFi) Episode Overview In this episode of The Green Insider Podcast, host Mike Nemer is joined by 5-time returning guest Chris Hyde, Sales Account Executive and Meteorologist at SkyFi. Chris breaks down how SkyFi operates as an “Amazon-like” aggregator marketplace for satellite data, connecting users to over 300 satellites and 50 partner sources. They discuss real-world applications of high-resolution Earth observation—from tracking pipeline leaks and methane monitoring to city planning, post-storm damage assessments, and managing global market risks. Key Highlights & Takeaways The “Amazon” of Satellite Imagery: SkyFi simplifies satellite data procurement through a single contract and API, aggregating data from leading satellite providers like Maxar and Planet. Energy & Infrastructure Monitoring: How midstream energy companies use satellite imagery for vegetative management, detecting pipeline leaks, and monitoring high-risk infrastructure like LNG terminals. Weather & Disaster Recovery: Utilizing high-resolution imagery (down to 25–30 cm) post-hurricane or post-storm to quickly assess damage to refineries, offshore rigs, and utility lines. Impact of Climate Events: How upcoming weather phenomena like El Niño alter global risk patterns, typhoon activity, and coastal flooding scenarios. Flexible Purchasing Options: SkyFi offers both flexible on-demand (credit card/ad-hoc) purchases and recurring subscription contracts for continuous asset monitoring. Connect & Resources Learn more about eRenewable: eRenewable.com Discover SkyFi: SkyFi.com Become a Green Insider Be sure to subscribe to The Green Insider, powered by ERENEWABLE, wherever you get your podcasts—and don't forget to leave us a five‑star rating! To learn more about our guests or to inquire about sponsorship opportunities, please contact ERENEWABLE and The Green Insider Podcast. #TheGreenInsiderPodcast #SkyFi #SatelliteImagery #EarthObservation #EnergySector #RenewableEnergy #EnergyInfrastructure #PipelineMonitoring #MethaneMonitoring #ClimateRisk #WeatherIntelligence #DisasterRecovery #StormDamageAssessment #LNG #GIS #RemoteSensing #EnergyTech #CleanEnergy #InfrastructureMonitoring #Sustainability The post How SkyFi Leverages Satellite Imagery for the Energy Sector with Chris Hyde appeared first on eRENEWABLE.
Industrial Talk is onsite at Octave Live and talking to Kristin Coyle, Product Manager, Engineering Analysis at Octave about "Using AI for Prototyping". The conversation promotes the Barcelona Cybersecurity Congress from November 3-5, 2023, emphasizing its importance for cybersecurity professionals. Scott Mackenzie hosts the Industrial Talk podcast, celebrating industry innovators. Kristin, a third-generation engineer, discusses her role at Octave, where she uses AI tools like Claude to prototype and improve software for pressure vessel analysis. She highlights the importance of human interaction in AI development, the need for real-time solvers, and the potential for AI to reduce rework and improve efficiency. Kristin also mentions her involvement in API 579 and ASME, underscoring her extensive industry experience. Outline Barcelona Cybersecurity Congress Announcement Scott introduces the Barcelona Cybersecurity Congress, emphasizing its importance for cybersecurity professionals.The event is scheduled for November 3-5 in Barcelona, with networking opportunities and expert discussions.Scott mentions their own participation and broadcasting at the event.Encourages listeners to mark their calendars and join the conference. Introduction to Industrial Talk Podcast Scott is described as a passionate industry professional focused on innovations and trends.Scott thanks listeners for joining the top industrial-related podcast.Highlights the achievements of industry professionals, calling them heroes for solving daily problems. Live Broadcast from Octave Live Scott announces the live broadcast from Octave Live, an event for a new company.Kristin is introduced as a key figure at Octave, leading innovation.Scott humorously mentions meeting Kristin in a bar, adding a light-hearted tone.Kristin shares her positive experience at the event, comparing it to Hexagon Live. Kristin's Background and Family Legacy Kristin shares her background, mentioning her family's engineering legacy.Her father was a top LNG expert, and her grandfather was a NASA rocket scientist.Kristin trained as a violinist with the Houston Symphony but chose engineering.Discusses her education at Drexel University in Philadelphia for material science. Kristin's Role at Octave and Innovation Kristin explains her role at Octave, focusing on customer needs and prototyping.Uses Claude, a chat-based AI tool, to prototype and demonstrate ideas to customers.Describes the process of creating prototypes and refining them based on customer feedback.Highlights the importance of real-time solvers and dashboards in their software. Challenges and Opportunities in AI Implementation Kristin discusses the challenges of training AI on customer data while protecting intellectual property.Emphasizes the need for continuous interaction with customers to avoid data drift.Mentions the importance of beta testing and gathering customer feedback.Highlights the potential for AI to reduce rework and improve efficiency. Impact of AI on Engineering and Collaboration Kristin talks about the transformative impact of AI on engineering tasks.Describes how AI can free up engineers' time for more creative and strategic work.Discusses the potential for real-time collaboration and better product development.Emphasizes the importance of human interaction in the AI development process. Future of AI and Industry Collaboration Kristin shares her vision for the future of AI in the industry.Highlights the need for continuous training and improvement of AI tools.Discusses the potential for AI to revolutionize various aspects of engineering and analysis.Emphasizes the importance of collaboration and communication in achieving these goals. Kristin's Contact Information and Final Thoughts Kristin provides her contact information for further discussions and collaboration.Scott encourages listeners to reach out to Kristin and engage with the industry.Highlights the importance of storytelling and sharing experiences in the industry.Concludes the podcast with a call to action for listeners to join the conversation and stay updated with industry trends. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! KRISTIN COYLE'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/kristincoyle/ Company LinkedIn: https://www.linkedin.com/company/octaveintelligence/ Company Website: https://www.octave.com/ PODCAST VIDEO: https://youtu.be/59Fsnon3V_A THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions: https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? 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Premier Rob Jetten en zijn vicepremiers proberen in Den Haag alsnog een meerderheid te vinden voor de Rijksbegroting, met de deadline voor de Raad van State op vrijdag en Prinsjesdag over drie weken. Na moeizame gesprekken met Pro, JA21, SGP en BBB is er nog geen doorbraak en liggen bezuinigingen op sociale zekerheid en stikstofplannen als belangrijkste struikelblokken. In Washington kondigt de Amerikaanse minister van Financiën Scott Bessent een economische aanval op Iran aan onder de naam Operation Economic Outcast. De VS leggen sancties op aan 60 bedrijven en personen rond de Iraanse oliehandel en proberen het land financieel te isoleren, terwijl onduidelijk blijft of ook grote afnemers als China worden geraakt en Iran een tweejarig tegenplan presenteert. De Europese gasvoorraden staan net boven de 60%, maar Nederland blijft met circa 43 à 44% duidelijk achter en gebruikt vooral laagcalorisch gas in zijn opslag. Volgens energiedeskundige Jilles van den Beukel is de doelstand van 80% voor 1 december technisch haalbaar, maar speelt betaalbaarheid een grote rol en kan extra LNG-import bij een koude winter de prijzen verder opdrijven. Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur. Over deze podcast BNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt ’s ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.
Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply.Everybody's pointing at the data centers. Adam isn't.He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers.And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine.So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country.And Adam looked at all of it and called data centers the new boogeyman.We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom.Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started.CHAPTERS00:00 Somebody's Paying For The Wires02:26 Billy Bob Made Us Famous03:35 The $60 Call He Made In June04:05 Cheap Oil Is A Mirage08:03 Venezuela Won't Save Us Until 202811:48 I Make More Money Under Democrats13:23 The LNG Shutdown Nobody Talks About15:24 The Snake Problem18:27 What Oil Should Actually Cost22:11 We Have To Take Our Medicine22:46 Your Bill Went Up 40 Percent25:05 Data Centers Are The New Boogeyman29:15 Texas Needs 5X Its Power31:06 Final ThoughtsCONNECT WITH ADAM BUTCHERBasin Ventures: https://www.basinventures.comAdam's bio: https://www.basinventures.com/team/adam-butcherLinkedIn: https://www.linkedin.com/in/adamwbutcherSUPPORT THE SHOWCardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% offCONNECT WITH BRIANhttps://www.briannicholsshow.combrian@briannicholsshow.comX, Facebook, Instagram: @BNicholsLibertyRecorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays.Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices
Day Break | AMERICA UNDER PRESSURE: Economic Warfare, Election Stakes & Justice on Trial --- 00:00 - Monologue 19:19 - Mary Holland, Esq. — President of Children's Health Defense and a longtime figure in the health freedom movement. Holland discusses the Navy's flu vaccine mandate and the January 15 deadline facing service members. 28:13 - Joel Griffith — Senior Fellow at Advancing American Freedom, where his research focuses on law, public policy, economics, and finance. Griffith breaks down the state of the U.S. economy, the growing national debt, and what the country's fiscal trajectory could mean for American families. 38:29 - Monologue 47:30 - Frank DeVito — Attorney and author of JD Vance and the Future of the Republican Party. DeVito discusses Vice President JD Vance's return to an Ohio steel mill and the challenge of keeping the working-class voters brought into the Republican coalition by President Trump from moving toward socialist economic policies. 57:44 - Myron Ebell — Senior Advisor to the Fix the EPA Veto Coalition. Ebell explains the Clean Water Act's Section 404(c) permitting issue and why critics argue it leaves major LNG projects vulnerable to having federal approvals reversed. 1:16:59 - Monologue 1:26:05 - Chad Jones — Founder of Guardian Angel Security, a new Michigan company focused on protecting churches and other houses of worship. Jones explains why he started the company, the security technology and system he developed, and his effort to connect with pastors, church boards, mentors, and investors as he works to expand the business. 1:36:09 - Debbie Wuthnow — President of iVoterGuide, Vice President of American Family Association Action, and a member of its board. Wuthnow examines the roughly 50 million-voter difference between turnout in the 2020 presidential election and the 2022 midterms and discusses whether another major turnout drop could shape the upcoming midterm elections. --- Check out our brand new podcast, 'Forgotten America'... Episode 24 is live NOW at Steve Gruber on YouTube! Link below: https://youtu.be/UrGZQdE62jA
Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply.Everybody's pointing at the data centers. Adam isn't.He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers.And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine.So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country.And Adam looked at all of it and called data centers the new boogeyman.We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom.Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started.CHAPTERS00:00 Somebody's Paying For The Wires02:26 Billy Bob Made Us Famous03:35 The $60 Call He Made In June04:05 Cheap Oil Is A Mirage08:03 Venezuela Won't Save Us Until 202811:48 I Make More Money Under Democrats13:23 The LNG Shutdown Nobody Talks About15:24 The Snake Problem18:27 What Oil Should Actually Cost22:11 We Have To Take Our Medicine22:46 Your Bill Went Up 40 Percent25:05 Data Centers Are The New Boogeyman29:15 Texas Needs 5X Its Power31:06 Final ThoughtsCONNECT WITH ADAM BUTCHERBasin Ventures: https://www.basinventures.comAdam's bio: https://www.basinventures.com/team/adam-butcherLinkedIn: https://www.linkedin.com/in/adamwbutcherSUPPORT THE SHOWCardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% offCONNECT WITH BRIANhttps://www.briannicholsshow.combrian@briannicholsshow.comX, Facebook, Instagram: @BNicholsLibertyRecorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays.Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices
Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply. Everybody's pointing at the data centers. Adam isn't. He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers. And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine. So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country. And Adam looked at all of it and called data centers the new boogeyman. We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom. Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started. CHAPTERS 00:00 Somebody's Paying For The Wires 02:26 Billy Bob Made Us Famous 03:35 The $60 Call He Made In June 04:05 Cheap Oil Is A Mirage 08:03 Venezuela Won't Save Us Until 2028 11:48 I Make More Money Under Democrats 13:23 The LNG Shutdown Nobody Talks About 15:24 The Snake Problem 18:27 What Oil Should Actually Cost 22:11 We Have To Take Our Medicine 22:46 Your Bill Went Up 40 Percent 25:05 Data Centers Are The New Boogeyman 29:15 Texas Needs 5X Its Power 31:06 Final Thoughts CONNECT WITH ADAM BUTCHER Basin Ventures: https://www.basinventures.com Adam's bio: https://www.basinventures.com/team/adam-butcher LinkedIn: https://www.linkedin.com/in/adamwbutcher SUPPORT THE SHOW Cardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% off CONNECT WITH BRIAN https://www.briannicholsshow.com brian@briannicholsshow.com X, Facebook, Instagram: @BNicholsLiberty Recorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays. Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices
India's truck transition could become a $1 trillion opportunity as heavy-duty trucking shifts from diesel to LNG and electric trucks.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Anirudh Bhuwalka, Founder and MD of Blue Energy Motors, about what this transition could mean for India's manufacturing, logistics and commercial vehicle industry.India has around 4 million medium and heavy-duty trucks on the road, with roughly 250,000 new trucks sold every year. The shift from fossil fuels to alternate fuels could create a $1 trillion manufacturing opportunity, even before accounting for logistics, charging infrastructure, energy services and the wider transport ecosystem.Blue Energy Motors has already put more than 1,200 LNG trucks on Indian roads and accumulated around 100 million kilometres of operating data. Bhuwalka explains why LNG can work as a transition fuel for long-haul trucking, how lower operating costs can help fleet operators recover the higher upfront cost, and why LNG infrastructure is beginning to improve across key industrial corridors.Electric trucks could change the economics even further. Falling battery and renewable energy costs are improving electric truck economics, but range, charging time, infrastructure and upfront capital remain major barriers. Blue Energy Motors is testing battery swapping on the Mumbai-Pune corridor and using an energy-as-a-service model to separate the battery cost from the truck.The conversation also looks at why India cannot simply copy China's electric truck model. It also examines how scale could bring down LNG truck costs over time, where heavy-duty trucks fit into the EV transition, and how LNG, electric, biogas and hydrogen may serve different use cases.Bhuwalka also explains how connected trucks are changing fleet economics. Blue Energy Motors tracks around 120 data points in real time and uses artificial intelligence and machine learning for driver scoring, predictive maintenance, fuel efficiency, safety and fleet productivity.Could India's $1 trillion truck transition become one of the country's biggest manufacturing and investment opportunities?Watch the full conversation for insights on electric trucks in India, LNG trucks, heavy-duty trucking, EV adoption, battery swapping, commercial vehicles, logistics, clean mobility, truck manufacturing, predictive maintenance and transport decarbonisation.Chapters:01:03 The Journey from AMW to Building Blue Energy Motors03:24 Blue Energy Motors Enters a Market Dominated by Giants04:46 The Challenge of Building a New Truck Brand07:04 What 1,200 Trucks Taught Blue Energy Motors10:13 Did the War Disrupt Blue Energy Motors?10:53 Are There Enough LNG Stations in India?11:58 How Blue Energy Motors Built Its Truck Platform16:14 Who Buys a Blue Energy Motors Truck?17:43 Have Blue Energy Motors' Early Buyers Broken Even Yet?18:54 Will LNG Trucks Get Cheaper With Scale?19:23 Why Blue Energy Motors Is Betting on Both LNG and Electric23:26 Where Heavy-Duty Trucks Fit Into the EV Transition24:11 Why China Is Pulling Ahead in Battery Technology26:25 Why LNG and Electric May Serve Different Trucking Needs27:21 Are Hybrids the Missing Link in Clean Trucking?28:01 Can India's Biogas Push Power Heavy Transport?30:41 How Connected Trucks Are Closing the Engineering Feedback Loop35:55 What It Takes to Build a B2B Truck Brand36:59 The Financial Roadmap for Blue Energy MotorsIndia's truck transition could become a $1 trillion opportunity as electric trucks in India, LNG trucks and battery swapping reshape heavy-duty trucking. The shift could transform India's manufacturing, logistics, commercial vehicles and clean mobility sectors. Watch the full conversation on EV adoption, truck economics and the future of transport in India.#ElectricTrucks #LNGTrucks #EVIndia #Manufacturing #Logistics #TheCoreReport #TheCore
William Dahmer, a former Alberta energy and commodity trader now living near Frankfurt, explains why German companies are interested in locking in multi-decade deals for Canadian LNG—even if not a single cargo from B.C. ever ends up anywhere near Germany. He takes us inside the surprisingly fluid world of global LNG trading, where carriers can be rerouted, cargoes resold, and long-term contracts used as insurance against wars, chokepoints, and volatile prices. And he explains why Canada can still come out ahead in this global game of arbitrage.This podcast is generously supported by Don Archibald. The Hub thanks him for his ongoing support.The Hub is Canada's fastest-growing independent digital news outlet.Subscribe to our YouTube channel to get our latest videos: https://www.youtube.com/@TheHubCanadaSubscribe to The Hub's podcast feed to get our best content when you are on the go:https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Want more Hub? Get a FREE 3-month trial membership on us: https://thehub.ca/free-trial/Follow The Hub on X: https://x.com/thehubcanada?lang=en CREDITS:Falice Chin - Host, Producer, and Editor falice@thehub.ca Hosted on Acast. See acast.com/privacy for more information.
Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to know whether the US can produce enough gas for the world without losing the price advantage that has benefited American consumers for many years? Can a new era of gas growth strengthen energy security abroad and support cutting-edge technological innovation at home, while also maintaining affordability for most Americans?Host Ed Crooks and regular contributor Amy Myers Jaffe of NYU are joined by Toby Rice, Chief Executive of EQT, one of the largest natural gas producers in the US. Toby argues that America has the resources both to meet rising domestic demand and to supply much more gas to international markets, without sending prices soaring. He sets out EQT's case for US gas to drive growth, affordability, reliability and geopolitical influence. He also makes the case for the environmental benefits of gas as a replacement for coal in power generation.The Trump administration often talks about “energy dominance”. Toby says. He prefers to describe the goal as “energy abundance”.US gas prices have been low by international standards for most of the past 20 years. The big question is whether that price advantage can persist, in the face of rising LNG exports and growing power demand from AI. Ed raises the prospect that continued growth in demand for gas could eventually push up domestic prices, weakening one of the US economy's biggest competitive advantages.Toby's answer is that the shale resource base is deep enough to respond. He argues that at the right price signal, producers can bring on enough supply to support both the domestic market and a much larger export system. He also makes the case that increased US LNG export capacity can strengthen American energy security by creating more flexibility in times of stress, rather than simply exposing Americans to global volatility. Amy highlights the increased global focus on energy security. If countries are becoming more anxious about imported energy after recent geopolitical shocks, will they still want more LNG, even if it comes from a reliable supplier such as the US? Or will they step up investment in domestic alternatives, including renewables, batteries, nuclear, and even coal?Finally, Toby talks about his work with Energy Corps, the nonprofit organization he founded to bring energy abundance to emerging markets. It aims to deploy technologies including renewables, gas and propane for clean cooking, to increase access to modern energy, and demonstrate ways to improve the quality of life for billions of people around the world.More information about Energy Corps is available at its website: www.energycorps.com This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The fastest way to understand a crisis is to stop arguing about talking points and look at what is physically happening. Today we do exactly that with Larry Johnson as LtCol. Karen Kwiatkowski fills in for Kyle, starting with the Strait of Hormuz and the hard question behind every headline: is it actually open, and who controls passage right now? We point listeners to real-time ship tracking, then walk through what the traffic patterns imply for global oil prices, shipping risk, and the credibility gap between public claims and observable reality. From there, we dig into Tehran's power structure and why personnel moves can change the tone and terms of negotiations. We connect the elevation of tougher security figures to a wider pattern: when moderates are removed, deals get harder, not easier. That sets up a blunt conversation about the MOU that was touted, then abandoned, plus the longer shadow of the JCPOA and how walking away reshapes what Russia, China, and other actors are willing to enforce. The practical takeaway is that “maximum pressure” can end up producing maximum leverage for the other side. We also bring the story home with what families are reporting from US Navy and Marine deployments: supply failures, substandard food, collapsing morale, and the strategic consequences of treating logistics like an afterthought. Finally, we stress-test the idea of bypassing maritime chokepoints with pipelines, including why crude oil is only part of the Persian Gulf export picture when LNG, fertilizer inputs, and helium are on the line too. If this helped you see the Iran-US conflict and energy security with clearer eyes, subscribe, share the episode, and leave a review. What do you think is the most realistic path to reopening the strait without escalating the war?
1부 [JB TIMES] 민주당 신임 당대표에 김민석 국힘 "'5·18 토론회' 이진숙 징계 없다” 美 “대미투자 1호, 메모리 달라” 정부, 텍사스 LNG 발전소 막판 고심 - 더 막내작가
Welcome to Rate Payers First, where we cut through the noise on America's energy crisis. Join host David Blackmon, Stu Turley, and Frm Representative Jason Isaac as we expose the policies destroying your wallet, threatening national security, and crippling American energy independence. From windfall profit taxes to grid failures to Chinese equipment in our power lines—we're asking the questions Washington won't answer. Because affordable, reliable energy isn't a luxury. It's the foundation of prosperity, security, and freedom.This podcast is going out on both the Energy News Beat, and Energy Impacts Podcast and we highly recommend following Jason Isaac on his LinkedIn https://www.linkedin.com/in/jasonaisaac/, and also his website: https://americanenergyinstitute.com/Also check out David Blackmon's Substack https://blackmon.substack.com/, and The Energy News Beat Substack https://theenergynewsbeat.substack.com/1. Oil & Gas Pricing & Market DynamicsThe hosts debate President Trump's comments about oil companies "price gouging" on gasoline. They explain the "rocket and feather effect"—how prices spike quickly when supply concerns arise but take longer to fall. They note current gas prices are actually lower than during the Biden administration and lower than historical averages, despite public frustration.2. Windfall Profit Tax ConcernsDiscussion of proposed Democratic legislation (Ro Khanna and Bernie Sanders) to impose windfall profit taxes on oil companies. The guests argue this would ultimately harm consumers by raising costs and reducing investment, citing Texas as an example of how lower business taxes attract companies and economic growth.3. Data Centers & Critical Digital InfrastructureA major focus on the AI race against China and the importance of data centers. They contrast Governor Hokel's ban on data centers in New York with Governor Abbott's measured approach in Texas—a temporary halt to review environmental impacts. Key points include data centers' economic benefits (jobs, tax revenue, $1 billion to Texas education last year) and the need to protect water resources through responsible practices like desalination.4. Energy Grid Reliability & Market ReformExtensive discussion of Texas's grid challenges, including:Poor market design that doesn't reward reliabilityOver-reliance on intermittent wind and solar (53 GW added vs. only 3 GW of natural gas in 5 years)Rate payers bearing billions in costs to keep thermal plants on standbyLaunch of "Rate Payers First" coalition to advocate for consumer protection5. Supply Chain & National Security IssuesConcerns about Chinese equipment in the U.S. electrical grid, including:Chinese-made solar components and battery storage systemsRemote communication devices pinging back to ChinaThe incident at Camp Lejeune where a battery storage system was remotely restarted after being shut downNeed to bring manufacturing back to the U.S. and allied nations6. Wind & Solar Infrastructure ProblemsEnvironmental and practical concerns about renewable energy installations:Wind turbine graveyards in Sweetwater, Texas with disposal challengesOil leaking from turbine bases contaminating farmlandMassive concrete foundations making land unsuitable for future farmingPotential future "superfund sites" from damaged installations7. LNG & Energy ExportsCelebration of U.S. LNG production and exports as "freedom fuel" helping allies globally. Discussion of how American LNG is more affordable than alternatives and helps lift people out of poverty worldwide. Mention of major investments like Amazon's 7-gigawatt natural gas facility.8. Jones Act & Fuel SupplyThe importance of suspending the Jones Act (Merchant Marine Act of 1920) to allow cheaper fuel transport to California, Hawaii, Alaska, and Puerto Rico. Discussion of how the antiquated law drives up energy costs in these regions and harms industries like pharmaceuticals in Puerto Rico.9. California's Energy Crisis & National SecurityCalifornia's closure of refineries (down to 7 from 40) creates vulnerability for military bases and national security. The state's opposition to increased oil production threatens fuel supply for strategic military installations.10. Natural Gas Turbine ShortageA critical supply chain issue: 5-year waiting list for gas turbines, with old power plants being dismantled to salvage parts, limiting new natural gas generation capacity despite demand.The overarching theme is that affordable, reliable American energy is essential for economic prosperity, national security, and global stability—and that misguided policies (windfall taxes, renewable subsidies, Jones Act restrictions) undermine these goals.
Welcome to Rate Payers First, where we cut through the noise on America's energy crisis. Join host David Blackmon, Stu Turley, and Frm Representative Jason Isaac as we expose the policies destroying your wallet, threatening national security, and crippling American energy independence. From windfall profit taxes to grid failures to Chinese equipment in our power lines—we're asking the questions Washington won't answer. Because affordable, reliable energy isn't a luxury. It's the foundation of prosperity, security, and freedom.This podcast is going out on both the Energy News Beat, and Energy Impacts Podcast and we highly recommend following Jason Isaac on his LinkedIn https://www.linkedin.com/in/jasonaisaac/, and also his website: https://americanenergyinstitute.com/Also check out David Blackmon's Substack https://blackmon.substack.com/, and The Energy News Beat Substack https://theenergynewsbeat.substack.com/1. Oil & Gas Pricing & Market DynamicsThe hosts debate President Trump's comments about oil companies "price gouging" on gasoline. They explain the "rocket and feather effect"—how prices spike quickly when supply concerns arise but take longer to fall. They note current gas prices are actually lower than during the Biden administration and lower than historical averages, despite public frustration.2. Windfall Profit Tax ConcernsDiscussion of proposed Democratic legislation (Ro Khanna and Bernie Sanders) to impose windfall profit taxes on oil companies. The guests argue this would ultimately harm consumers by raising costs and reducing investment, citing Texas as an example of how lower business taxes attract companies and economic growth.3. Data Centers & Critical Digital InfrastructureA major focus on the AI race against China and the importance of data centers. They contrast Governor Hokel's ban on data centers in New York with Governor Abbott's measured approach in Texas—a temporary halt to review environmental impacts. Key points include data centers' economic benefits (jobs, tax revenue, $1 billion to Texas education last year) and the need to protect water resources through responsible practices like desalination.4. Energy Grid Reliability & Market ReformExtensive discussion of Texas's grid challenges, including:Poor market design that doesn't reward reliabilityOver-reliance on intermittent wind and solar (53 GW added vs. only 3 GW of natural gas in 5 years)Rate payers bearing billions in costs to keep thermal plants on standbyLaunch of "Rate Payers First" coalition to advocate for consumer protection5. Supply Chain & National Security IssuesConcerns about Chinese equipment in the U.S. electrical grid, including:Chinese-made solar components and battery storage systemsRemote communication devices pinging back to ChinaThe incident at Camp Lejeune where a battery storage system was remotely restarted after being shut downNeed to bring manufacturing back to the U.S. and allied nations6. Wind & Solar Infrastructure ProblemsEnvironmental and practical concerns about renewable energy installations:Wind turbine graveyards in Sweetwater, Texas with disposal challengesOil leaking from turbine bases contaminating farmlandMassive concrete foundations making land unsuitable for future farmingPotential future "superfund sites" from damaged installations7. LNG & Energy ExportsCelebration of U.S. LNG production and exports as "freedom fuel" helping allies globally. Discussion of how American LNG is more affordable than alternatives and helps lift people out of poverty worldwide. Mention of major investments like Amazon's 7-gigawatt natural gas facility.8. Jones Act & Fuel SupplyThe importance of suspending the Jones Act (Merchant Marine Act of 1920) to allow cheaper fuel transport to California, Hawaii, Alaska, and Puerto Rico. Discussion of how the antiquated law drives up energy costs in these regions and harms industries like pharmaceuticals in Puerto Rico.9. California's Energy Crisis & National SecurityCalifornia's closure of refineries (down to 7 from 40) creates vulnerability for military bases and national security. The state's opposition to increased oil production threatens fuel supply for strategic military installations.10. Natural Gas Turbine ShortageA critical supply chain issue: 5-year waiting list for gas turbines, with old power plants being dismantled to salvage parts, limiting new natural gas generation capacity despite demand.The overarching theme is that affordable, reliable American energy is essential for economic prosperity, national security, and global stability—and that misguided policies (windfall taxes, renewable subsidies, Jones Act restrictions) undermine these goals.A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
A man is in stable condition after being shot by an Anchorage police officer Thursday afternoon, but no audio was captured on the officer body-worn cameras, according to Anchorage’s police chief. “There’s little reason to keep the session going,” Alaska’s Governor Mike Dunleavy, R, said on social media Thursday evening. It’s the tail end of a third special session to pass property tax exemptions for a private company in the hopes it creates an LNG pipeline. An Alaska firefighter who died while fighting a wildfire in Minnesota will be brought home, according to the Anchorage Fire Department.
For decades, the promise of new nuclear power in the West has been stifled not by the technology itself, but by the “construction problem.” Massive, multi-billion dollar mega-projects plagued by schedule creep and labor shortages have made nuclear a financial non-starter for commercial project finance. To build nuclear at scale, we need a paradigm shift. Jake Jurewicz, CEO of Blue Energy, believes the solution lies in treating nuclear plants less like bespoke civil engineering projects and more like manufactured products. By borrowing techniques from the offshore oil and gas and LNG industries, Blue Energy is building nuclear plants as massive, prefabricated modular blocks that can be built in shipyards and barged to their final destination—a strategy Jake likens to assembling "Duplos" rather than the complex LEGO sets. But construction efficiency is only half the battle. To de-risk the capital stack, Blue Energy is introducing a "gas-to-nuclear" strategy, where the plant begins its life as a natural gas facility before transitioning to nuclear, allowing for early revenue generation and a more attractive risk profile for institutional lenders. In this episode, host Lara Pierpoint talks with Jake about why he thinks nuclear engineers don't need to be reinvent the wheel, how to bring fixed-price contracting to nuclear builds, and why this hybrid approach might be the "missing middle" that finally enables commercial project debt in the nuclear sector. Credits: Hosted by Lara Pierpoint. Produced and edited by Ross Kenyon, Anne Bailey, and Stephen Lacey. Sean Marquand is our technical director. Stephen Lacey is our executive editor. The Green Blueprint is a co-production of Latitude Media and Trellis Climate. Subscribe on Apple, Spotify, or anywhere you get podcasts. For more reporting on the companies featured in this show, subscribe to Latitude Media's newsletter.
As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own set of problems. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cobyIi
Interview with Alex Underwood, Managing Director, Beetaloo EnergyOur previous interview: https://www.cruxinvestor.com/posts/empire-energy-asxeeg-racing-to-unlock-vast-australian-shale-gas-resource-4901Recording date: 7th August 2026Beetaloo Energy Australia, formerly Empire Energy Group, is moving toward a crucial milestone in the development of the Northern Territory's Beetaloo Basin, with first gas from its Carpentaria pilot now targeted for the fourth quarter of 2026. The updated schedule is later than the company's previously indicated 2025 timeframe, reflecting construction and commissioning realities rather than a change in the project's resource base or contracted sales position.Three wells have been connected to a pilot pad located approximately five kilometres from the Carpentaria gas plant, whose construction and flowline installation are largely complete. The project is supported by a binding 10-year gas sales agreement with the Northern Territory Government. The contract provides fixed-price revenue with a consumer price index-linked escalator, giving Beetaloo visibility over near-term cash flows. Initial supply is expected to reach 10 terajoules per day, potentially increasing by another 15 terajoules per day once pipeline-flow infrastructure is upgraded.The company reports approximately A$125 million in available liquidity, divided roughly between cash and undrawn facilities, including Macquarie Bank funding for the gas plant. Management says this provides sufficient funding through first gas without an immediate need for further equity.However, well economics remain dependent on substantial cost reductions. Recent wells cost more than A$50 million each, partly because of Australia's remote logistics and high transport costs. Beetaloo expects year-round drilling and stimulation to eventually halve well costs, supporting targeted internal rates of return of 30% to 50%.A separate growth opportunity comes from a non-binding memorandum of understanding with Halliburton for Beetaloo Digital, a proposed AI data centre near Darwin. Halliburton would contribute power-generation expertise, while Beetaloo's role would remain focused on supplying gas rather than owning or operating the facility.Longer term, demand could come from Northern Territory industry, east-coast gas shortages and LNG exports. Nevertheless, the investment case remains exposed to first-gas delays, high initial well costs, third-party pipeline investment and the uncommitted status of the data-centre proposal.Learn more: https://www.cruxinvestor.com/companies/empire-energy-groupSign up for Crux Investor: https://cruxinvestor.com
In this episode of Control Amplified, Honeywell's Marcos Detilio, global vertical lead for Honeywell's LNG and gas processing business, talks about the role liquified natural gas is playing across a dynamic energy landscape.
Enerji ve teknoloji alanlarında iş yönetimi danışmanlığı faaliyetlerinde bulunan, multidisipliner kamu politikaları üreten Glocal Grup Danışmanlık'ın sunduğu Varsayılan Ekonomi'nin yeni bölümünde, Ekonomist Enes Özkan ve Enerji Uzmanı Eser Özdil; Hürmüz Boğazı'nda devam eden gerilimi, bu gerilimin enerji piyasalarına ve dünya ekonomisine yansımalarını değerlendiriyor.https://groupglocal.com/contact/ #reklam #işbirliğihttps://tazi.tech/00:00 Giriş00:30 Bir Yaz Gecesi Rüyası ne demek?01:10 Finans sektörünün petrolle "irrasyonel" ilişkisi03:15 Arkadaşlar, yayını başta beğenip eş dostla paylaştıysak: patreon....04:10 Her şey, bir enerji türüdür05:55 Petrol sadece petrol değildir: enerjiden üretime, tüketime... neden önemli?10:35 Bu kadar belirsizlik içinde petrol neden 100 doların üzerinde neden kalıcı olmuyor?17:30 İranlılar Trump'ı neden çıldırttı?19:10 Katar'ın LNG'den çıkışı, bu kış çok hissedilecek20:20 Şu aşamada İran için en "mantıklı" şey petrol ihracı için anlaşmak22:10 Umut olarak ne var sorusuna yanıt28:55 TÜPRAŞ'ın yatırımcı sunumundaki öngörülere dair: Peak Oil, petrolün zirvesi/çöküşü ne zaman?38:00 ABD enflasyonun Türkiye ve dünyaya etkisine dair42:00 İran ile Umman mekanizması45:30 Hürmüz Boğazı açılacak, açılmalı49:00 Biz bu enerji piyasasında ne olacağını hiç bilemeyecek miyiz?53:40 Hocam FROTO hissesi ne zaman yükselecek? (YTD)55:20 Hürmüz Boğazı bypass edildikçe riskin boru hattı, terminal ve alternatif rotalara yayılmasındaki risk değerlendirmesi57:55 Eser Hoca'mın bisikletleri (Tazı) çalışmaya başladı mı?⌨️━━━━━━━DAKTİLO1984 AİLESİNİN BİR PARÇASI OLUN!━━━━━━━⌨️
On today's Morning Edition, a distress call from a ship, responded to by a cruise ship, but a yacht in the area didn't respond, raising questions of what is and what isn't required of capable vessels near boats in distress. We'll break down what we know. Plus, the LNG gasline may finally have some movement with a new bill being introduced in this third special session. We have the latest and what lawmakers are saying.
P.M. Edition for Aug. 10. The FDA has laid out new rules intended to make the food system more transparent, part of an overhaul promised by Health Secretary Robert F. Kennedy Jr. WSJ reporter Liz Essley Whyte discusses how the new rules would work and why guidelines for ultraprocessed foods didn't come today. Plus, as Iran strengthens its demands in negotiations to reopen the Strait of Hormuz, Gulf states have begun accepting a new reality: that Tehran will control the strait for the foreseeable future. We hear from WSJ Middle East correspondent Benoit Faucon about what they are doing about it. And more than 70 people have been killed in a 7.4 magnitude earthquake in Colombia. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Episode Description In this powerful and wide‑ranging episode of Kent Hance, The Best Storyteller in Texas, Kent Hance tackles the uncomfortable realities of global conflict, energy security, and leadership with the clarity and candor that only experience can bring. Kent begins with a sobering thought from Aristotle, "Sometimes we make war so we can live in peace." From there, he unpacks why that idea still matters today, examining tensions in the Middle East, the economic consequences of uncertainty, and how a single chokepoint like the Strait of Hormuz can send shockwaves through gas prices across America ⛽
Nuacht Mhall. Príomhscéalta na seachtaine, léite go mall.*Inniu an t-ochtú lá de mhí Lúnasa. Is mise Alanna Ní Ghallachóir.Tá an Iaráin agus Óman tar éis teacht ar shocrú ag díriú ar chúrsa do longa frí Chaolas Hormuz, agus oíche Dé Céadaoin, bhí siad ag cur bailchríoch ar phlean chun an pasáiste a chomhbhainistiú, a dúirt urlabhraí thar ceann aireacht gnóthaí eachtracha Tehran. Ghabháil an Iaráin seilbh de facto ar an chaolas, atá ina uiscebhealach straitéiseach don tradáil fuinnimh domhanda, ó thosaigh na Stáít Aontaithe agus Iosrael ionsaí in aghaidh na hIaráine ar 28 Feabhra i mbliana. Tá sé ráite ag Uachtarán na Stát Aontaithe arís agus arís eile go bhfuil an-dúil ag an Iaráin i mbeart a dhéanamh leis an chúrsa a athfhoscailt do loingeas, ach séanann an Iaráin é seo agus deir go ndéanfaidh siad socruithe lena gcomharsa traschaolais, Óman. Roimh an chogadh, chuaigh thart ar an chúigiú cuid den ola domhanda agus onnmhairí LNG frí Hormuz, agus tharla borradh praghsanna arís agus arís eile ó thús an aighnis faoin uiscebhealach, ag cur leis an bhrú geilleagrach agus polaitiúil ar Washington críoch a chur leis an chogadh. Gabhadh bean i lár Londan as ionsaí sá “fánach” ar cheathrar fear le linn na seachtaine, eachtra a bhí ina hionsaí “scoite” a bhain le meabharshláinte, de réir póilíní. Tharla an t-ionsaí ag am lóin in Covent Garden, ceantar túrasóireachta na príomhchathrach atá lán le tithe tabhairne, amharclanna agus bialanna. Fuair beirt fhear cóir leighis san ospidéal le haghaidh gortuithe nár chur i mbaol a mbáis iad. Coinníodh an bhean faoi choimeád tar éis di a ghabháil as arm ionsaitheach a bheith ina seilbh, a chreidtear gur siosúr a bhí ann, agus as ionsaí a dhéanamh. Dé Domhnaigh seo caite, cuireadh tús oifigiúil le ceiliúradh cheol agus chultúr na hÉireann i lár Bhéal Feirste, agus baineadh triail as uaireanta foscailte breise do shiopaí. Rithfidh Fleadh na hÉireann go dtí an Domhnach 9 Lúnasa, le breis agus 200 imeacht agus 180 comórtas ceoil ag ionaid éagsúla, tithe tábhairne agus ar na sráideanna. Meastar gur tháinig 170,000 cuairteoir chuig lár na cathrach Dé Domhnaigh agus 165,000 Dé Luain, agus táthar ag súil go sárófar an réamh-mheas roimh ré de 800,000 cuairteoir. Seo í an chéad bhliain inar tharla an fhéile cheoil bhliantúil i mBéal Feirste agus an darna huair a raibh sí lonnaithe i dTuaisceart Éireann, tar éis di a bheith i nDoire in 2013. Fógraíodh an t-imeacht i mbliana mar an t-imeacht ina bhfuil an éagsúlacht chultúrtha is fearr i stair na féile, le rannpháirtíocht trasphobail agus ceiliúradh traidisiún um Tuaisceart Éireann agus níos faide i gcéin. *Léirithe ag Conradh na Gaeilge i Londain. Tá an script ar fáil i d'aip phodchraolta.*GLUAISbailchríoch - finishing touchesloingeas - shippingionsaí sá - stabbing attackgortuithe nár chur i mbaol a mbáis iad - non life-threatening injuriesréamh-mheas - projectionrannpháirtíocht trasphobail - cross-community participation
Three months ago, Ari Tuchman walked away from Milbank and billion-dollar deals to hang his own shingle. What he's learned about saying no, building a brain trust, and protecting his mornings is a masterclass for any lawyer who feels stuck on someone else's track.In this episode, Gary sits down with Ari Tuchman, founder of Tuchman Law, APC in Beverly Hills. After more than five years working on nine and ten-figure transactions at Milbank, Ari made the leap into solo practice with intention. This is a candid conversation about what it really takes to bet on yourself, why saying no is an act of freedom, and how to build a law firm that serves your life instead of the other way around.Key takeaways:Recognize the difference between external authority (accolades, prestige, the next milestone) and internal authority (confidence built from within your own competence and character).Build your own brain trust of solo practitioners and peers when you leave a big law bench behind.Filter clients through two lenses: the person and the substance. Trust is the foundation of every attorney-client relationship.Understand how AI is reshaping transactional practice, and why boutiques stand to benefit as the middle gets squeezed.Protect the breaks. Some of your best thinking happens when you step away from the desk.Take one concrete step this week: write down ten qualities of the lawyer you want to be, then check whether your practice reflects them.About the guest:Ari Tuchman is the founder of Tuchman Law, APC, a boutique transactional firm in Beverly Hills advising businesses, real estate investors, and family offices. He previously spent over five years at Milbank LLP in New York, where his work included a $700 million casino portfolio sale, a $1.2 billion take-private acquisition, and a $7 billion LNG joint venture. He holds a J.D., cum laude, from Georgetown Law.If this episode moved you, subscribe to The Free Lawyer, leave a review, and pick up a copy of Breaking Free on Amazon. You'll find twelve prisons of the mind and twelve keys to unlock them, including the one Ari names so clearly in this conversation. Learn more at garymiles.net.[00:00] — The accomplished lawyer's trap[01:59] — Deciding to leave Milbank[05:11] — What he left behind[09:35] — Inside a boutique firm[10:53] — Turning work away[13:42] — AI and the road ahead[17:17] — Building his brain trust[26:36] — What freedom looks like[29:19] — One step this weekAri Tuchman is the founder of Tuchman Law, APC, a boutique transactional firm in Beverly Hills advising businesses, real estate investors, and family offices on M&A, joint ventures, real estate transactions, and startup financings. He serves clients who want large-firm capability paired with the responsiveness only a single-principal firm can offer. Before founding his firm, Ari spent over five years at Milbank LLP in New York, where his work included a $700 million casino portfolio sale, a $1.2 billion take-private acquisition, and a $7 billion LNG joint venture. He founded Tuchman Law to build a practice that serves his life rather than the other way around.You can find The Free Lawyer Assessment here- https://www.garymiles.net/the-free-lawyer-assessmentWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-freeAccess this free tool to identify your productivity time drains and move to purposeful strategy- https://upbeat-trailblazer-9238.kit.com/7c3c667ff1Check out the Elite Lawyer's Productivity System https://www.garymiles.net/productivity
Today we had the pleasure of hosting Corey Rosenbusch for a wide-ranging discussion on the fertilizer industry, global energy markets, and the geopolitical forces increasingly shaping both. Corey is the President and CEO of The Fertilizer Institute (TFI), headquartered in Arlington, Virginia. Corey joined TFI in 2020 after serving as President and CEO of the Global Cold Chain Alliance. He currently serves as Chair of the Texas A&M University Agricultural Leadership, Education & Communication Department Advisory Board and the Association Leadership Group. We were thrilled to host Corey to better understand the connections between fertilizer, natural gas, food security, and global supply chains. In our conversation, Corey provides a comprehensive overview of the global fertilizer industry and its critical connection to energy markets. He explains how natural gas serves as the essential feedstock for nitrogen fertilizer production, outlines the distinct dynamics of nitrogen, phosphate, potash, and sulfur markets, and discusses why fertilizer has become increasingly intertwined with global geopolitics, food security, and national security. We examine how disruptions in the Strait of Hormuz affected global flows of urea, ammonia, phosphate, and sulfur, why export restrictions from China and Russia have reshaped global trade, and how government subsidies, tariffs, and state-owned enterprises continue to influence fertilizer pricing and availability. Corey highlights the concentration of global fertilizer production and exports across a handful of countries and explains how those supply chains have become increasingly vulnerable to geopolitical disruption. Corey shares why current fertilizer market conditions differ from the 2022 Russia-Ukraine disruption, how weak farm economics and higher input costs are impacting U.S. growers, and why fertilizer prices are ultimately driven by global supply and demand rather than local production. We discuss the outlook for fertilizer demand, key Farm Bill provisions, including E15 and biostimulants, the competitiveness of U.S. fertilizer manufacturing, and why expanding domestic production, streamlining permitting, and maintaining access to affordable natural gas will be critical to strengthening both U.S. food security and energy security. We learned a great deal from Corey and greatly enjoyed the discussion. To start the show, Mike Bradley noted the day's market trifecta: lower bond yields, lower oil prices, and higher equity markets. The 10-year Treasury yield was trading between 4.60% and 4.65%, well below last week's high of ~4.75%. The Dow Jones Industrial Average (DJIA) was up approximately 1,000 points, driven largely by significant share price gains in Caterpillar and Goldman Sachs. These two stocks alone accounted for roughly 500 points of the DJIA's gain. He highlighted several companies scheduled to report second-quarter earnings results this week, including AMD, Disney, Eli Lilly, and SpaceX. On the oil market front, he noted that WTI crude oil prices had fallen roughly $9/bbl to ~$75-$76/bbl so far this week following a temporary pause in U.S. military strikes on Iran. While U.S. strikes are on hold for now, military action could resume at any point, contributing to heightened oil price volatility. Despite WTI declining more than 10% this week, the energy sector was down only ~1.5%. Investor focus last week was primarily on second-quarter earnings results from the U.S. integrated oil majors, Chevron and ExxonMobil, as well as refiners, with management teams indicating that global refining margins remain structurally tight. He highlighted BP's new CEO's comment that it would be "prudent" to stop thinking of BP as a traditional Big Oil supermajor and instead compete within its own weight class. He concluded by highlighting President Trump's remarks about to Chevron's and ExxonMobil's record-setting quarterly results. President Trump argued that these companies were making too much money and should return more of their profits to the public and lower retail prices. Chevron and ExxonMobil generated average second-quarter profit margins in the mid-to-high teens and have generally reported high single-digit to low-double-digit profit margins over the past three years. By comparison, large-cap tech companies reported average second-quarter profit margins of ~40% and have averaged ~45% to 50% profit margins over the last three years. Jeff Tillery added his perspective on the outlook for U.S. natural gas demand, noting that forecasts call for roughly 20 bcfd of cumulative demand growth over the next five years. While significant, he emphasized that this largely represents a continuation of trends already underway. U.S. natural gas demand increased by nearly 20 bcfd over the past five years, driven primarily by LNG exports, and he expects exports to remain the primary driver of growth going forward. While he remains constructive on the long-term natural gas demand outlook, he emphasized that the next phase is more evolutionary than transformational.
The Haynesville is the nation's #3 natural gas producer, and close to most of the U.S.'s LNG export capacity. That makes gas pipelines from the Haynesville to the Gulf Coast critically important — and valuable — assets, a reality Williams Cos. just affirmed with its plan to buy Momentum Midstream.
1. Slovenská ekonomika sa iba potáca za susedmi 2. Ceny bývania ťahajú krajské mestá, vidiek sa pomaly vyľudňuje 3. Ráž neopúšťa myšlienku postaviť tunel Karpaty 4. Rusko potichu buduje tieňovú flotilu LNG tankerov
Cruise growth is reshaping the places ships call and the seasons they sail. The Port of Galveston has launched its first mobility study, backed by nearly $5 million in grants, to sort out how passengers, vehicles, transit and goods move between the cruise terminals, the commercial waterfront and Historic Downtown, as sailings climb toward 445 in 2026 and a fifth terminal is planned at Pier 14. MSC Cruises has set an eight-ship European lineup for winter 2027-28, with six vessels in the Mediterranean led by the new LNG-powered MSC World Asia, MSC Preziosa year-round in Northern Europe including two Svalbard sailings a year, and MSC Fantasia on Canary Islands and Madeira itineraries. And Princess Cruises marks 25 years of shore power in Juneau, where roughly 1,725 ship connections since 2001 have drawn 123.7 million kilowatt-hours of hydroelectric power and avoided 84,533.6 metric tons of emissions, a practice now available at 41 cruise ports worldwide.
In a rapidly shifting global energy landscape, the stakes have never been higher. From Texas governors taking unprecedented action on data centers to Houthi attacks disrupting critical shipping lanes, from Europe's plummeting LNG reserves to the fundamental clash between net zero policies and energy reality, this episode of the Energy News Beat cuts through the noise to deliver eight critical stories that will reshape how you think about energy security, grid stability, and economic resilience. Whether you're an industry professional, policymaker, or simply someone concerned about the reliability of the power grid and the affordability of energy, this conversation exposes the hard truths behind the headlines—including why demand destruction is coming, why coal consumption is hitting record highs despite net zero mandates, and why 2027 could be a pivotal year for American energy independence. Buckle up: this is essential listening for anyone who wants to understand where energy markets are headed and what it means for your wallet and your future.1. Data Center Regulation & Energy ImpactTexas Governor Abbott has halted new data center connections to the ERCOT grid pending a comprehensive audit. This follows New York's similar moratorium. The host emphasizes concerns about data centers' massive water consumption and energy demands, noting ERCOT has over 1,800 projects (474 gigawatts) in its interconnection queue.2. Global Energy Market VolatilityThe podcast covers extreme volatility in global energy markets driven by geopolitical tensions, security concerns, and climate-related disruptions. Oil prices fluctuate between $75-$114 per barrel, with significant disparities between paper and physical delivery prices.3. Red Sea & Houthi AttacksOngoing attacks by Houthis on shipping in the Red Sea and Bab-El-Mendeb Strait are disrupting oil and LNG supply chains. Recent cargo ship sinkings and attacks on Aramco facilities are constraining global energy supplies.4. European Energy CrisisEurope faces severe drought conditions affecting the Rhine and Danube rivers, preventing barge transport of fuel. LNG inventories have dropped dramatically (from 85.2% to 57.1% in one year), creating critical supply shortages.5. Refinery Capacity & Demand DestructionGlobal refineries are running at full capacity as buffers dwindle. The host predicts demand destruction will eventually reduce fuel prices, but warns of short-term price increases and supply constraints.6. Net Zero Policy CritiqueThe host argues that net zero policies lead to de-industrialization and fiscal collapse. He contends that increased wind and solar investment paradoxically increases fossil fuel consumption due to manufacturing and grid support needs.7. Coal Demand & Bank of England PolicyDespite the Bank of England cutting support for thermal coal, global coal consumption is at record highs and projected to continue rising through 2027, contradicting net zero objectives.8. U.S. Power Grid VulnerabilitiesNew York City's aging power barges pose blackout risks. The host criticizes energy policy decisions, including reliance on Canadian hydroelectric imports, and warns of grid instability due to renewable energy integration challenges.9. Williams Companies AcquisitionWilliams Companies announced a $5.5 billion deal to acquire Momentum Midstream, demonstrating continued investment in midstream infrastructure.10. Preparedness & Backup Power SolutionsThe host emphasizes the need for personal preparedness with backup power solutions like solar panels and battery storage units, predicting increased grid instability in 2027.A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
Hotel Pacifico was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as FortisBC.Mike and Geoff welcome Kim Haakstad, CEO of the Council of Forest Industries, to discuss the struggling forest industry, the top 3 actions that would bring relief, and the impact of fire season. In the Strategy Suite, the hosts discuss a clipping of the week on ranching, the state of the BC Conservatives, dissent within David Eby's cabinet on LNG, and Mark Carney's BC blitz.
Over the past five months, the Strait of Hormuz has been closed for extended stretches of time, disrupting roughly 10 to 15 million barrels of oil supply each day. It is the biggest energy supply shock in history, but global energy markets are defying historical expectations. Despite lost production and heightened geopolitical instability, crude oil prices are far below the catastrophic levels many analysts predicted early on. But beneath the headline numbers, the broader energy system tells a far more complicated story. Refining margins have spiked to unprecedented levels, global coal consumption is pacing toward a new record high, and the ways energy moves around the world are changing in real time as the crisis continues to unfold. So, why hasn't this massive disruption triggered a full-blown global economic crisis? What role are China's massive strategic stockpiles, shifting demand patterns, and the ongoing energy transition playing in dampening the shock? And what are the long-term security implications for global oil refining, shipping chokepoints, and future LNG infrastructure? Today on the show, Jason Bordoff talks to Bloomberg opinion columnist Javier Blas about how the strait closure and Iran war have impacted global energy markets so far. Prior to joining Bloomberg in 2015, Javier held a number of roles at the Financial Times, including Africa editor and commodities editor. He is also the co-author of The World for Sale: Money, Power and the Traders Who Barter the Earth's Resources. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.
Novo Nordisk's CEO checks in on his first year at the helm, and Russia is quietly assembling a "shadow fleet" of ships to circumvent EU sanctions. Plus, we take a deep dive into a historic joint intervention in Japan's currency.Mentioned in this podcast:‘Arrogance kills': Novo chief injects risk-taking into Ozempic-makerAstraZeneca investors raise concerns over mega-merger talksRussia expands shadow LNG fleet ahead of EU banTeam America: Yen policeJapan vows further yen intervention with US if neededListen to Unhedged on Apple Podcasts, Pocket Casts or Spotify.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Special thanks to Nisha Patel. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Markets have remained notably risk-on in 2026, even as geopolitical fragmentation, energy chokepoints and intensifying U.S.-China competition continue to raise the stakes for investors and businesses. In this episode of J.P. Morgan's Making Sense, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Paul Haenle, head of APAC Policy and Strategic Competitiveness at J.P. Morgan, and Karim Sadjadpour, senior fellow at the Carnegie Endowment for International Peace, to unpack how the Middle East conflict could continue to unfold — and what elevated geopolitical risk means for global markets. They discuss the strategic objectives and end states of the conflict, how ongoing disruptions in the Strait of Hormuz and Bab el-Mandeb could impact global oil and LNG flows, as well as how China weighs the risks of instability against the opportunities of U.S. distraction. The conversation also looks ahead to the September U.S.-China summit and explores how AI competition is reshaping the relationship between the world's two largest economies. This episode was recorded on July 22, 2026. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. © 2026, JPMorganChase & Co. All rights reserved.
What if the solution to the alleged climate change was hiding in plain sight—literally in the smokestacks of power plants, factories, and boilers around the world? On this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Natan Shahar, founder of Standard Carbon, to explore a breakthrough technology that's turning CO2 emissions into pipeline-grade natural gas. Drawing inspiration from Mars mission architecture and driven by New York City's aggressive climate regulations,Standard Carbon has cracked the code on making clean energy economically viable—not through subsidies or carbon credits, but through clever energy arbitrage. With commercial systems already operating in Manhattan and Israel, and a growing pipeline of contracts from Europe to Pakistan, Shahar reveals why this technology could be the missing piece in the global energy puzzle, solving not just climate concerns, but the energy security crisis facing nations worldwide.For Blue States and Countries following Net Zero policies, this podcast is critical. Consumers and constituents want low-cost energy with the least impact on the environment. Couple that with wind and solar needing dispatchable power to fill in when the wind does not blow, or the sun does not shine. Producing natural gas out of CO2 that is burning from coal, or other industrial processes, is a real win for everyone. For countries that still have coal plants, this would be a much more cost-effective way to bring them into the Net Zero world rather than just shutting them down.1. Standard Carbon's Core TechnologyThe company produces pipeline-grade natural gas (methane) from CO2 emissions captured from combustion sources like power plants, boilers, cement factories, and refineries. They capture CO2 from smokestacks and convert it into usable natural gas through a process combining three established technologies: amine-based carbon capture, low-pressure alkaline electrolysis, and 19th-century Sabatier methanation chemistry.2. Operational Readiness & DeploymentStandard Carbon has deployed two commercial-scale systems—one in Israel (2023) and one in New York City (2025). The NYC system is publicly accessible in Manhattan and operated by the Grove School of Engineering at City College, providing transparent, third-party verification of the technology's effectiveness.3. Market Economics & Competitive AdvantagesThe business model focuses on three key factors:Cost of intermittent power: Using cheap, off-peak electricity (often negatively priced wind/solar power at night)Fossil fuel pricing: Competing against natural gas and LNG prices in different marketsRegulatory incentives: Carbon pricing and decarbonization mandatesThe company can produce gas competitively in markets like Europe and New York City, where LNG and fossil fuel prices are high.4. Geographic Market OpportunitiesPrime markets include:New York City: Most aggressive climate regulations globally (3x higher carbon price than EU)Europe & UK: Strong decarbonization regulations and high LNG pricesJapan, South Korea, Taiwan: Coal plants being reactivated; high energy security concernsPakistan: Energy security crisis driving interest in energy independenceSaudi Arabia & GCC countries: High oil-based electricity generation5. Energy Security & Geopolitical ContextThe Strait of Hormuz chokepoint is critical for global energy supply. Recent developments include:UAE and Saudi Arabia pipeline expansionsIraq's new Mediterranean pipeline projectsPakistan's LNG crisis and power shortagesQatar cutting LNG/LPG exportsEuropean dependence on energy imports6. Regulatory & Policy LandscapeBiden Administration: Inflation Reduction Act rejected "imaginary" renewable credits; requires real-time renewable useTrump Administration: Favors "firm" energy (batteries, geothermal, green molecules) over intermittent sourcesBoth administrations converged on prioritizing reliable, available energyNew Secretary of Energy Chris Wright emphasizes levelized cost of energy vs. electricity7. Carbon Credits vs. Real MoleculesStandard Carbon is moving away from carbon credit trading toward delivering certified clean fuel with chain-of-custody verification. Customers want actual low-carbon gas delivered through pipelines, not accounting credits—a more valuable business model than credit trading.8. Technology Origins & InspirationNatan's inspiration came from reading "The Case for Mars" by Dr. Robert Zubrin, which described producing rocket fuel from Mars's CO2 atmosphere. He adapted this concept for Earth-based applications after New York City passed aggressive climate legislation in 2019.9. Grid Resiliency & Data Center PowerA critical emerging use case: AI data centers require localized power generation near urban centers due to latency requirements. Gas-fired generation is the only practical option, making decarbonized gas essential for powering future AI infrastructure in cities.10. Intellectual Property & Competitive MoatStandard Carbon has filed extensive patents in the US and Europe to protect their integrated technology, though the core components are well-established. The competitive advantage lies in the integration and optimization rather than individual technologies.This is a compelling story about how existing technologies can be combined to address both energy security and decarbonization challenges in a commercially viable way.Follow Natan on his LinkedIn here: https://www.linkedin.com/in/natan-shahar-3ba84920/Check out Standard Carbon here: https://www.standardcarbon.com/Check the articles on https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
Energy economist Anas Alhajji breaks down the Iran war's impact on global oil markets, Hormuz shipping risks, and diesel shortages driving inflation. He exposes demand destruction, SPR manipulation myths, and why LNG dominates the energy security chessboard. Alhajji reveals how sanctions, trade wars, and AI data centers are reshaping macro policy, commodity prices, and dollar hegemony. From Saudi export bottlenecks to European deindustrialization, this deep dive connects crude volatility to monetary policy, Bitcoin macro, and the national security case for natural gas. Anas on X: https://x.com/anasalhajji Anas's Substack Daily: https://afalhajji.substack.com/ Weekly: https://anasalhajjieoa.substack.com/ Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner
The LNG tax legislation fails and the legislature is Done with Dunleavy. Anchorage explores waste to energy. We check in on the gubernatorial race.
Today on Cruise News: Carnival Cruise Line's private Bahamian destination, Celebration Key on Grand Bahama, drew 2.4 million guests in its first year after opening July 19, 2025, and Carnival projects 3.5 million in year two following a $600 million initial investment. Fincantieri delivered Explora III to Explora Journeys on July 23, the fleet's first LNG-powered ship at 72,810 gross tons with 463 suites, ahead of an August 1 naming ceremony in Barcelona. And Silversea launched its S.A.L.T. Grape Harvest culinary voyages, seven autumn sailings across Portugal, Spain, France, and the United Kingdom aboard Silver Dawn and Silver Spirit.
Honeywell has completed its long-awaited breakup, separating Honeywell Aerospace from the newly focused Honeywell Technologies. CSI walks through Honeywell's Q2 2026 earnings report, covering the building automation, process automation, and industrial automation segments, and explains why organic sales growth alone doesn't tell the full story: the real story is what's happening to margins.The conversation digs into the recently closed Johnson Matthey Catalyst Technologies acquisition, the LNG equipment business driving process automation orders, and the divestitures of Honeywell's productivity solutions and warehouse and workflow segments. It also covers the balance sheet, including nearly $34 billion in total debt offset by asset sale proceeds, and Honeywell's 47% remaining equity stake in newly public quantum computing company Quantinuum.Finally, CSI runs Honeywell Technologies stock through a reverse discounted cash flow model using updated adjusted EPS guidance to estimate fair value, and discusses what would make this semiconductor-adjacent industrial and energy transition stock a stronger buy. If you're a long-term fundamental investor tracking the semiconductor supply chain, AI infrastructure spending, and the industrial automation cycle, this breakdown is for you.Semi Insider members get access to CSI's research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your fiscal.ai membership with our link: fiscal.ai/csiThis content is for general information or entertainment only and is not specific or individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including loss of principal. CSI owns shares of Honeywell.
Geopolitical tensions, shifting trade flows and evolving environmental regulations continue to reshape global fuel oil markets. In the final episode of the Argus Refined Products Outlook podcast series, host Elena Domashenko (Consultant Manager and Editor of Marine Fuels Outlook), is joined by Yong Li Tng (Senior Reporter) and Siew Hua Seah (Global Editor of Marine Fuels), to discuss the key developments influencing fuel oil demand, bunker markets and alternative marine fuels. From the impact of Middle East disruptions on global energy flows and bunkering activity to the growing role of LNG and biofuels in shipping decarbonisation, the panel explores the trends shaping market balances today and what participants should be watching in the months ahead. Topics covered include: The impact of geopolitical risk on fuel oil trade flows, supply security and bunker demand How shipping regulations are influencing fuel procurement strategies and alternative fuel adoption The growing role of LNG and biofuels in the energy transition Key market trends to watch across marine fuels and power generation demand
Today: Legalize Democracy confronts corporate power, Trump's LNG exports threaten higher bills, and El-Sayed says $60 million in outside money exposes Stevens' electability claim.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE
With one-fifth of global oil supplies and the movement of critical LNG stuck in the crosshairs of a military standoff, the need for diplomatic off-ramps has never been more urgent. This panel brings together top diplomats and geopolitical experts to unpack the overlapping mediation efforts of key regional powers. From Pakistan's frontline ceasefire negotiations to Qatar's high-stakes maneuvering over nuclear frameworks and frozen assets, and Oman's delicate balancing act of historical neutrality. Join us as we explore how these three nations are acting as vital firewalls against catastrophe, attempting to bridge the gap between Washington and Tehran and how the two capitals respond. ORGANIZER: Banafsheh Keynoush Learn more about your ad choices. Visit megaphone.fm/adchoices
https://youtu.be/–TRke8F1qM Recorded July 26 and July 9, 2026 In Episode 161 of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds and host of the PetroNerds Podcast, is joined by Stu Turley of Energy News Beat for a wide-ranging discussion on the intersection of energy markets, geopolitics, and national security. Key Takeaways Iran’s threats to the Strait of Hormuz highlight the importance of resilient global energy infrastructure. U.S. oil and natural gas production continue to provide America with a significant economic and geopolitical advantage. China’s investments in coal, synthetic fuels, and energy stockpiling underscore its long-term focus on energy security. Europe’s energy policies continue to challenge industrial competitiveness and grid reliability. Reliable, affordable energy remains the foundation of economic growth and national security. The conversation begins with escalating tensions involving Iran and the strategic importance of the Strait of Hormuz. Trisha and Stu examine attacks on energy infrastructure and shipping, discussing whether Iran’s actions reflect growing leverage or increasing desperation. They also explore how expanding export infrastructure in Saudi Arabia and the United Arab Emirates is reducing dependence on one of the world’s most important maritime chokepoints. The discussion then shifts to the Strategic Petroleum Reserve and the contrasting energy strategies of the United States and China. While America remains the world’s leading producer of oil and natural gas—with crude production nearing 14 million barrels per day and natural gas output approaching 136 billion cubic feet per day—China continues investing heavily in energy stockpiles, coal-fired generation, and synthetic fuel production to strengthen its long-term energy resilience. Trisha explains why America’s energy abundance extends far beyond production. Refining capacity, pipeline infrastructure, LNG exports, petrochemicals, and manufacturing all contribute to a competitive advantage that supports economic growth while enhancing U.S. influence around the world. China’s approach provides a sharp contrast. The episode examines Beijing’s continued expansion of coal generation and coal-to-liquids projects as part of a broader strategy to reduce dependence on imported oil and prepare for future geopolitical disruptions. Rather than viewing these investments individually, Trisha and Stu discuss how they fit into China’s long-term planning for energy security. The conversation also explores Europe’s evolving energy landscape, including the consequences of reducing domestic coal, nuclear, and oil and gas production while increasing reliance on imported LNG. Trisha and Stu discuss how higher energy costs and declining industrial competitiveness complicate Europe’s efforts to expand defense spending and strengthen economic resilience. The episode concludes with a discussion on electricity markets, grid reliability, ESG and net-zero policies, American manufacturing, NATO, emerging trade relationships, and the growing strategic importance of LNG in global energy markets. The overarching theme is one that has become increasingly clear: energy security is national security. Countries that prioritize reliable, affordable, and scalable energy systems will be better positioned to support economic growth, strengthen national defense, and maintain geopolitical influence in an increasingly competitive world. Listen to the full conversation and subscribe to the PetroNerds Podcast for additional market analysis, geopolitical insights, and expert commentary on the forces shaping global energy.
Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Todd Staples, President of the Texas Oil & Gas Association (TXOGA). Together they discuss the current state of the U.S. oil and gas industries; oil and gas pricing, how it is determined and by whom; the reason gas prices fluctuate state to state; the short-term and potential long-term impacts the closing of the Strait of Hormuz will have on the U.S. oil and gas industries due to the war in Iran; the reason why oil prices have increased, but not as high as projected; the very important role the rail industry plays in the oil & gas supply chain; the growth of both U.S. oil and LNG exports, how that helps U.S. allies and the potential impact on the rail industry; and much more! Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast is now ranked in the Top 5% of all podcasts in the world!Don shared how he met 4-time Super Bowl Champion and Army veteran who served and was severely injured in the war in Vietnam, Rocky Bleier of the Pittsburgh Steelers at the recent Boots for Troops, Boots and Suits Gala in Houston, TX where Rocky was the Keynote Speaker.Prior to becoming President of the Texas Oil & Gas Association, Mr. Staples served in public service for many years including as a City Councilman, a Texas State Representative for District 11, a Texas State Senator for District 3, and as the 11th Texas Commissioner of Agriculture.The Texas Oil & Gas Commission is a statewide trade association representing every facet of the Texas oil and gas industry, including small independents and major producers.Todd and Don break down many myths about the oil and gas industries, starting with how oil and gas prices are determined, and not determined.Mr. Staples explains why he believes that U.S. Energy Security means National Security.Don and Todd discuss the continued war in Iran, the re-closing of the Strait of Hormuz, its impact on the U.S. oil and gas industries, and the potential impact on the rail industry.Todd explains the importance of oil and gas in our daily lives, and gives us incredible data that may surprise you!The Texas Oil & Gas Association has their own podcast called TXOGA Talks, hosted by their President, Todd Staples. Please check them out at www.TXOGA.org .If you like what we do, please leave us a 5-Star Review…and please Share the episode!LINKS MENTIONED: https://www.americanrailroading.nethttps://www.therevolutionrailgroup.com https://www.youtube.com/@americanrailroadingpodcasthttps://www.buymeacoffee.com/dwalshXhttps://www.enviroserve.comDon Walsh | LinkedInhttps://www.TXOGA.org https://www.RockyBleier.com https://www.Boots4Troops.org
Today we had the pleasure of hosting Giacomo "Jack" Prandelli, Founder of The Merchant's News Substack. The Merchant's News covers oil, gas, LNG, metals, and geopolitics, with a particular focus on global trade flows, commodity markets, and the macro forces shaping energy prices. Jack is a former commodities trader who has built a large global following on LinkedIn and X through his data-driven analysis of rapidly evolving geopolitical events and energy markets. We were pleased to visit with Jack to discuss the Strait of Hormuz crisis, the resilience of global oil markets, and the evolving geopolitical forces reshaping the global energy landscape. In our conversation, Jack explains why he believes oil prices have been far more resilient than many expected despite the Strait of Hormuz crisis. He walks us through a few charts and outlines how coordinated releases from strategic petroleum reserves, a stronger-than-anticipated recovery in global oil flows, and increased production from the U.S. and Middle East producers helped offset supply disruptions. We discuss the evolving balance of power in global energy markets, including the growing influence of U.S. production, China's role as the world's largest oil importer, and what the conflict revealed about OPEC, strategic petroleum reserves, and the resilience of the global energy system. Jack outlines why refining, not crude supply, has emerged as the market's primary constraint, how Russian refinery attacks and China's inventory strategy have reshaped global energy flows, and why he believes the market remains structurally bullish over the longer term. We also explore the shift toward energy security, deglobalization, and the changing geopolitical landscape as countries increasingly prioritize control over energy, refining, and commodity supply chains. We greatly appreciate Jack for joining us and sharing his insights. To start the show, Mike Bradley noted that fixed income markets continue to trend higher, with the 10-year Treasury yield rising to ~4.62% and the 30-year Treasury yield reaching ~5.14%. Both benchmarks are nearing the peak levels seen during the height of the Iran war, highlighting bond market concerns around inflation. On the broader equity market front, the S&P 500 was up just under 1% for the week to date, while the Dow Jones Industrial Average was Tuesday's standout performer, gaining ~400 points on strength in industrial stocks, led by 3M, whose shares surged ~8%. Several high-profile companies are scheduled to report results this week, including Alphabet (Google), Tesla, IBM, Intel, and NextEra Energy. On the oil market front, Brent crude was trading at ~$91/bbl, up ~$3/bbl for the week and ~$15/bbl over the past two weeks. Notably, Brent settled above $90/bbl for the first time since early June. Mike noted that the energy complex is wrestling more with global refining constraints than a global crude oil supply shortage. As evidence, U.S. Gulf Coast refining crack spreads have risen to ~$70/bbl, up from ~$60/bbl three weeks ago and from ~$25/bbl prior to the onset of the Iran war. He concluded by noting that investors are turning their attention to second-quarter earnings across the oilfield services sector, with Halliburton kicking off the group's reporting season on Tuesday. Several other key service providers are scheduled to report this week, including Weatherford International, Liberty Energy, Oceaneering International, and SLB. The broader energy sector will also be active, with earnings expected from EQT Corporation, Range Resources, Equinor, Kinder Morgan, Ovintiv, TotalEnergies, and Repsol. Veriten Senior Advisor Deborah Byers also joined and added her perspectives and questions throughout the conversation.
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of the market doesn't share. Starting in 2028, AI data centers and LNG exports will need more gas than the country can produce and deliver. By his math, the US could exhaust its working natural gas storage by 2030. In his words, the upside risk to prices becomes unbounded and convex. We talk about why this was set in motion long before AI arrived, why the US can't just turn off exports, who wins and loses among producers, nuclear, solar, and the hyperscalers, and what he sees as the only long-term solution. Please enjoy my conversation with Matthew Smith. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- In June, Matthew wrote a letter to a small group of confidants laying out the full case behind his natural gas forecast. He has allowed us to publish it. You can read the full letter here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:02) Episode Intro: Matt Smith (00:03:33) The Conclusion After 18 Months (00:04:56) The Die Was Cast Before AI (00:07:24) Sizing AI's Gas Demand (00:09:33) Why Not Just Stop Exporting? (00:11:38) Is the Gas Even There? (00:13:53) The Timing Problem, Not Supply (00:15:15) Flow Versus Stock (00:19:10) What Slows Gas to Market (00:22:21) If Nothing Changes by 2030 (00:26:11) Could Prices Hit Twenty Dollars? (00:27:00) Gas Producers Poised to Win (00:28:54) Utility-Scale Solar's Windfall (00:30:08) What About Nuclear? (00:32:40) SMRs (00:34:29) The US Consumer Pays (00:36:37) Turbine Makers Building Too Late (00:37:57) Are Hyperscalers Exposed Too? (00:44:25) Kickstarting the Nuclear Build (00:46:20) Put Solar on Every Roof (00:46:52) Implications for the World (00:49:26) No One's Securing Supply (00:52:57) The Challenge for Energy CEOs
Jake Jurewicz is the Co-founder and CEO of Blue Energy, a nuclear power plant developer. Blue Energy starts with proven, light water reactors and builds everything around them — prefabricating standardized nuclear plants as massive modules in shipyards and fab yards, then barging them to site. It pairs that with a patented gas-to-nuclear approach that energizes the plant on gas turbines first and converts to nuclear later. The goal is to make nuclear cheap enough and fast enough to build that private lenders will finance it, rather than the taxpayers and ratepayers who've carried almost every plant built so far. The company recently announced a collaboration with GE Vernova on a 2.5-gigawatt gas-plus-nuclear project in Texas, built around GE Vernova Hitachi's BWRX-300 reactor, with backing from VXI Capital, At One Ventures, and Engine Ventures. The why now is straightforward: AI data centers are pulling on the grid harder than anything in a generation, firm clean power is scarce, and the cost and speed of building nuclear have been the thing holding it back. Jake's bet is that the fix lives in how you build and finance the plant, rather than in the reactor itself. Episode recorded on June 10, 2026 (Published July 21, 2026) In this episode, we cover: (0:00) Overview of Blue Energy (2:20) Why construction, not reactor tech, is the focus (5:32) Two innovations: modular construction and gas-to-nuclear (6:56) Why proven light water reactors beat new designs (9:39) Building nuclear like LNG terminals (11:57) The history of shipyard-built nuclear power (14:17) Lessons from Venture Global's LNG buildout (16:44) Why megamodules cut construction costs (20:43) What Blue Energy builds versus buys (22:14) Why civil construction, not the reactor, drives cost (25:14) Navigating NRC approval for gas-to-nuclear (28:21) Why customers still want nuclear after gas (32:56) The first project: Victoria, Texas (36:00) Financial innovation to unlock private capital (39:19) Blue Energy's biggest execution risks (43:32) Where nuclear heads next (46:59) Commercial criticality beyond the chain reaction (48:20) Nuclear's role in energy security and geopolitics Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeMost of the energy decisions that touch daily life in America get made in state legislatures, and the people making them are increasingly new to the job. In smaller states, a freshly elected lawmaker gets a pad of paper, no staff, and about 150 lobbyists at the door, then votes on billion-dollar energy budgets in a landscape where the technology changes faster than anyone can track. On this episode of Volts, David Roberts talks with Hawaii state Senator Chris Lee, co-founder of the Electric Innovation Initiative, a bipartisan network betting that education moves electrification faster than mandates: put lawmakers in front of working technology, connect them across state lines, and let affordability carry the argument where climate framing will not. As Lee puts it, "nine times out of ten, people just don't know what they don't know."Chapters:00:00 Introduction03:39 How electrification clicked: the 2008 iPhone moment06:10 The education gap: why the initiative exists11:35 Proxy staff and cross-state validation15:44 What lands on the tours: eVTOL to the data-center win-win20:51 Plain 'electrification': the bipartisan framing bet26:28 Climate hushing and Hawaii's two-track proof30:17 Policy that spreads: e-buses, heat pumps, RFPs37:37 Utility business-model reform: Hawaii's PBR law42:03 Affordability after the federal subsidies45:22 Hawaii under pressure: LNG and the Lahaina grid51:53 State power against federal hostility55:19 The ten-year vision and the closing advice
The Iran deal is dead again, ships are getting hit in the Gulf, and the ten year is back above four point five five. Marty and John sort through the latest Middle East escalation, why both sides actually want the conflict to keep going, and what it means for oil, LNG, and bond volatility. They dig into Japan's thirty year yield highs and the delicate balance the BOJ is walking, Mohamed El-Erian vouching for Bessent's industrial policy in the New York Times, and why the MOVE index might matter more than the absolute rate level. They also cover Circle's bank charter approval, the OpenUSD consortium bringing Wall Street and Silicon Valley together around the digital dollar, and the growing turf war over who gets to run America's strategic Bitcoin reserve.
1. Strait of Hormuz Situation Iran claimed multiple times that it has closed the Strait of Hormuz. However, actual shipping traffic continued, including oil and LNG tankers. U.S. Central Command (CENTCOM) stated: Iran does not control the strait Passage remains open and monitored Data cited: ~55 merchant ships transit per day ~17 million barrels of oil moving through 2. Maritime Risk & Behavior Ships are: Turning off AIS tracking systems for safety Operating cautiously due to military tensions Traffic has: Fluctuated (e.g., 26 ships one day → 5 the next) Not returned to “normal pre-conflict levels” 3. U.S.–Iran Negotiations (MoU) A Memorandum of Understanding (MoU) has been signed: Covers nuclear issues, sanctions, and broader conflict Includes: Potential release of frozen Iranian funds Conditional progress requirements Key issue: Concern over how Iran will use funds Oversight mechanism proposed via Qatar Funds may be used for: Food purchases (e.g., American soybeans) 4. Nuclear Program Concerns Iran has: Agreed (in principle) to allow inspectors But: U.S. officials express skepticism Historical distrust is repeatedly emphasized 5. Economic Implications Oil prices: Declining (~$74/barrel) due to optimism Markets: Near record highs Strait stability is linked directly to: Global energy supply Economic stability Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the The Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.
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