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Active Management's Edge in Fixed IncomePassive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Dive into this packed League of Legends talk show as Thorin and Nymaera break down the first looks at BLG and LNG in the Demacia Cup, BLG's new roster with Xun and Viper, and what it all might mean for the LPL 2025 season. They also explore how meta picks like Maokai jungle and Aphelios vs. Xayah are shaping early-game dynamics, team vibes, and playoff potential in China's top-tier League ecosystem. Then the episode pivots hard into Europe: the controversial BDS → Shifters rebrand, its mocked logo and name, and a disastrous meme tweet that turned a flat launch into a PR crisis. The hosts discuss the broader decline of creative opportunities in the EU scene, the cancellation of the LEC's flagship podcast EUphoria, and why losing high-quality Riot-produced shoulder content hurts narrative building, talent, and fans across the ecosystem. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money! Go to https://RocketMoney.com/LFN today. Head to https://DRINKAG1.com/SUMMONING you'll get the welcome kit, a Morning Person hat, a bottle of Vitamin D3+K2, a AG1 Flavor Sampler and you'll get to try their new sleep supplement AGZ for free. Eat smart at https://FactorMeals.com/lfn50off and use code lfn50off to get 50% off your first box, plus Free Breakfast for 1 Year. Sign up for your one-dollar-per-month trial and start selling today at https://SHOPIFY.com/summoning Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what's really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift. If you're looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch. 0:00 - INTRO 0:56 - Dollar Pessimism is Everywhere 3:32 - Why the Dollar Loses Purchasing Power: Inflation 5:08 - How Reserve Currencies Work - Why the Dollar is the Global Reserve Currency 6:30 - Why Oil is Priced in Dollars 9:07 - Reserve Currency Storage - Rule of Law & Liquidity Stability; effects of Euro Conversion on Reserves 11:10 - Ronald Regan clip, "Mr. Gorbachev, tear down this wall" 13:00 - Why the Dollar needs not be too strong or too weak (Chart - US Dollar Index) 16:00 - The Debt based monetary system 16:42 - The Carry Trade 19:59 - The Dollar Milkshake Theory - 21:00 - What a Falling Dollar would indicate 22:00 - The Impact of Where Money is Being Spent for AI Buildout - the multiplier effect; will this attract more foreign capital into the US? 25:11 - AI is transformational - Separation of East from West is happening; outcome is existential to the US 26:22 - The Office of Strategic Capital - 27:07 - The Race to Win AI - leadership in the global economy 28:53 - Two hang ups - Power generation/transmission grid 29:46 - Looking for the investing tailwinds 31:23 - The Fed's Return to QE 35:08 - Stablecoin vs Bitcoin - Digital Token, linked to a specific asset or commodity; Bitcoin which suffers from volatility 38:14 - The Genius Act - official blessing of Stablecoin; geopolitical implications 39:24 - The potential to become a new Eurodollar market - the importance of sovereignty for a nation 42:58 - Using Money as a weapon 44:46 - Stablecoin Implications for Investors - impact on Treasuries 47:14 - Currency Manipulation - China vs U.S. 50:30 - AI is overpriced - Looking ahead: short term cautious; buy the dip; Energy assets, including nuclear; critical minerals are national security implications 52:08 - Precious Metals outlook: If you own them, don't sell them; 53:40 - Opportunity in Energy Sector; Will VanLowe/Quantum - Energy Demand vs available supply imbalance 54:34 - The LNG supply gap solution 56:25 - How to Find Brent Johnson Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Brent Johnson, CEO, Santiago Capital, Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=QYUME1I-SDg&list=PLVT8LcWPeAug2oeXwuQUeSf8Hd6AFR5O9&index=4 ------- Our Previous show, "Bear Markets Are a Good Thing," is here: https://www.youtube.com/watch?v=bdlhQgMthW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Articles Mentioned in Today's Show: "QE Is Coming: The 2008 Roots Of Fed Dominance" https://realinvestmentadvice.com/resources/blog/qe-is-coming-the-2008-roots-of-fed-dominance/ -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BrentJohnson #USDollar #AIInvesting #GlobalMacro #FinancialMarkets
For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025. Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted's year of pain — contrasted with the blazing global boom in battery deployment all over the world, up a staggering 50% year-on-year.The AI & Datacenter Surge: An extraordinary rise… but how much of it is grounded in facts, and how much is built on faith?Scandals & Disgraces: From the SMR pump-and-dump circus to Venture Global's LNG “ghosts ships,” and of course the Tony Blair report debacle — 2025 delivered drama.Innovations That Actually Mattered: V2G is born thanks to Octopus and BYD and ever larger LFP form factors are reshaping storage — real progress amid the noise.Quotes of the Year: A remarkable harvest of sharp insights capturing the zeitgeist… and, inevitably, a mountain of nonsense worth calling out.To all our listeners: Merry Christmas, Happy New Year, and thank you for riding through 2025 with us.We'll be back in early January with our Predictions episode — always a very popular one.
As the new year dawns, the U.S. energy industry is facing a complex future, filled with opportunities for extending LNG exports, advancing power solutions and building infrastructure. Deloitte's Kate Hardin joined NGI's Carolyn Davis, managing editor-news, to offer insight about the firm's 2026 oil and gas forecast. It's innovation that will guide the future, Hardin said. This is the beginning of an exciting year for the oil and gas industry, as it continues expanding efficiencies and improving technologies. Could natural gas prices strengthen? Will utilities advance more natural gas-fired capacity? What about regulations and government policies? Could they stymie investments? Hardin discusses that and more in an insightful discussion.
On this lively Saturday morning, the Van Wie Financial Hour team delved into the intricacies of recent financial market trends, holiday broadcasting schedules, and the curious effects of AI in the job market. Amusing banter interspersed the discussion as they examined economic reports, market corrections, and fiscal policies, while listener Greg chimed in with insights on LNG and AI energy demands. With a blend of humor and expertise, the episode wrapped up with reflections on long-term care planning and cheerful holiday wishes.
Brent råolie - 2026 bliver indkøbernes årNæste år bliver mulighedernes år for danske indkøbere af olieprodukter. Første halvdel af 2026 med lave oliepriser, mens anden halvdel kan blive langt mere udfordrende for de, som ikke har fået løftet prissikringen tilstrækkeligt. Oliemarkedets overskud af olie varer ikke ved, da både efterspørgsel og produktion reagerer på lave priser. Olieproducenterne i USA rammes få $ lavere end prisen i dag. Diesel - Lav pris for leverancer i 2026 og 2027Optimismen om fred med Rusland og lavere pres på russisk olieeksport virker høj. Vi venter kun et begrænset fald i dieselprisen mod næste sommer, og prisen for senere levering er allerede lav og attraktiv for danske indkøbere. Vi anbefaler at benytte det nuværende prisniveau til at prissikre cirka 50 % af det forventede forbrug i 2026 og 2027. Naturgas - Et for optimistisk gasmarked også for 2027Optimismen om lavere gaspriser virker overdreven. Gasprisen er for lav for denne vinter, og vi anbefaler en højere end normal prissikring af gasforbruget resten af vinteren. Næste vinter 2026/2027 handler også lavt, trods et endnu større gaskøb fra USA bliver en nødvendighed. Vi anbefaler at benytte nuværende niveau til at prissikre cirka 50 % af forbruget i 2026/2027.Læs hele analysen her.Vigtig investorinformation.
Prezydent Karol Nawrocki po spotkaniu z prezydentem Wołodymyrem Zełenskim mówił o bezpieczeństwie regionu, sankcjach wobec Rosji, pomocy dla Ukrainy i kwestiach historycznych.Wizyta prezydenta Ukrainy Wołodymyra Zełenskiego w Warszawie ma wyraźny wymiar strategiczny i polityczny. Spotkanie z prezydentem RP Karolem Nawrockim dotyczyło przede wszystkim bezpieczeństwa regionu, wojny w Ukrainie oraz zagrożeń ze strony Federacji Rosyjskiej. Prezydent podkreślił znaczenie polsko-ukraińskiej współpracy w obszarze obronności, sankcji wobec Rosji i wsparcia dla Ukrainy. Rozmowy objęły także kwestie pomocy wojskowej i logistycznej, rolę Polski jako kluczowego hubu wsparcia oraz wyzwania stojące przed relacjami dwustronnymi, w tym sprawy historyczne i współpracę gospodarczą. Oświadczenie prezydenta RPPrezydent RP Karol Nawrocki po spotkaniu z prezydentem Ukrainy Wołodymyrem Zełenskim w Warszawie ocenił, że sama wizyta ukraińskiego przywódcy jest sygnałem o znaczeniu strategicznym. Jak podkreślił, to „z całą pewnością dobra informacja dla Polski, dla Warszawy, (…) dla Kijowa”, a jednocześnie „zła informacja dla Moskwy i dla Federacji Rosyjskiej”. W jego ocenie wizyta ma być dowodem, że w sprawach strategicznych — zwłaszcza bezpieczeństwa — Polska, Ukraina i państwa regionu „są razem” i nie budzi to wątpliwości.Nawrocki zaznaczył też, że zagrożenie ze strony Rosji nie zaczęło się w 2022 roku wraz z pełnoskalową inwazją na Ukrainę. Wskazywał, że „to wszystko rozpoczęło się (…) już wcześniej”, przypominając m.in. Grozny, Gruzję oraz słowa śp. prezydenta Lecha Kaczyńskiego. Mówił o łamaniu przez Rosję zasad prawa międzynarodowego i destabilizowaniu systemów politycznych. Podkreślał, że poza działaniami wojennymi Polska i Europa mają do czynienia z codziennymi działaniami hybrydowymi: naruszeniami przestrzeni powietrznej, atakami dronów i uderzeniami w infrastrukturę — także, jak mówił, „za sprawą agentów Federacji Rosyjskiej”.W tym kontekście prezydent odniósł się do działań dyplomatycznych. Zaznaczył, że Polska — „także prezydent Polski” — regularnie popiera na forach międzynarodowych sankcje wobec Rosji oraz „uderzenie w flotę cieni”. Wspominał też o wspieraniu dążeń do przekazania rosyjskich aktywów zamrożonych oraz o presji dyplomatycznej, w którą — jak mówił — angażuje się osobiście, a którą prowadzi również polski rząd.Nawrocki przypomniał zakres polskiego wsparcia dla Ukrainy od 2022 roku, wskazując zarówno pomoc polityczną, jak i humanitarną oraz militarną. Dziękował przy tym poprzednikowi, prezydentowi Andrzejowi Dudzie, za działania dyplomatyczne na rzecz wspierania Ukrainy od pierwszych dni wojny. W oświadczeniu padła także liczba „4,91% polskiego PKB” jako skala wsparcia udzielonego Ukrainie od 2022 roku. Prezydent mówił, że strona polska ma wykazy sprzętu wojskowego przekazywanego Ukrainie.Dużo miejsca poświęcił także logistyce pomocy. Wskazał na rolę „Poland Hub w Jasionce” w Rzeszowie, przez który — jak powiedział — przechodzi „ponad 90 procent” europejskiego i światowego wsparcia dla Ukrainy. Podkreślał, że Polska i Ukraina mają zbieżne cele strategiczne i podobnie postrzegają Federację Rosyjską jako państwo neoimperialne i postsowieckie, stanowiące zagrożenie dla Ukrainy, Polski i całej Europy.W drugiej części wypowiedzi Nawrocki przeszedł do wątku nastrojów społecznych w Polsce. Mówił, że Polacy — co ma znajdować odzwierciedlenie w badaniach i „ogólnej atmosferze” — odnoszą wrażenie, iż polski wysiłek i „wielowymiarowa pomoc Ukrainie” nie spotkały się „z należytym docenieniem i zrozumieniem”. Podkreślił, że przekazał to prezydentowi Zełenskiemu „w twardej, uczciwej, ale bardzo miłej, dżentelmeńskiej rozmowie”. Dodał też, że władze w Kijowie mają instrumenty, aby tę emocję i „trend” powstrzymać.Prezydent akcentował, że rozmowy dotyczyły również oczekiwanego przez Ukrainę, Polskę i świat pokoju, który ma być „pokojem długim, obowiązującym”, a nie takim, który da Rosji możliwość „przegrupowania sił”. Zaznaczył, że równolegle do spraw bezpieczeństwa strona polska podnosi kwestie ważne dla Polaków, w tym kwestie historyczne. W spotkaniu — jak poinformował — uczestniczyli prezes Instytutu Pamięci Narodowej oraz dyrektor Ukraińskiego Instytutu Pamięci Narodowej. Nawrocki mówił, że poświęcono temu „odpowiednią ilość czasu”, a „26 wniosków Instytutu Pamięci Narodowej” skierowanych do strony ukraińskiej powinno zostać rozpatrzonych. Podkreślał odpowiedzialność po obu stronach — polskiej i ukraińskiej — aby przy dobrej woli prezydentów tę kwestię rozstrzygnąć, bo „jest ważna dla Polaków”.W dalszej części wystąpienia Nawrocki dziękował Zełenskiemu za rozmowę o współpracy gospodarczej i „jasne deklaracje” dotyczące udziału polskich przedsiębiorców w procesie odbudowy Ukrainy po pokoju. Wskazał też na rolę Stanów Zjednoczonych, mówiąc o potrzebie zaangażowania prezydenta USA Donalda Trumpa. Padło stwierdzenie, że Trump jest „jedynym przywódcą na świecie”, który jest gotowy „zmusić Władimira Putina do podpisania pokoju”.Na koniec Nawrocki odniósł się do wątku energetycznego. Powiedział, że z Zełenskim poruszył m.in. sprawę terminala LNG w Świnoujściu i gotowość do tego, aby Polska stała się „hubem energetycznym” dla Europy Środkowej i Wschodniej. Przywołał też słowa, że około „15% energii” trafia przez Świnoujście do Ukrainy, widząc w tym potencjał dalszej współpracy. Oświadczenie zakończył podkreśleniem, że obok spraw strategicznych są też kwestie, które strony zaczynają „konsekwentnie wyjaśniać”, i wyraził w tym zakresie optymizm, dziękując za deklaracje i za wizytę.
Gościem Popołudnia Radia Wnet był dr Łukasz Adamski, wicedyrektor Centrum Dialogu im. Juliusza Mieroszewskiego. Jednoznacznie pozytywnie ocenił sam fakt wizyty prezydenta Ukrainy w Warszawie i spotkania z prezydentem Karolem Nawrockim. Zdaniem Adamskiego była to wizyta leżąca w interesie obu przywódców.Dla prezydenta Zełenskiego Polska jest państwem absolutnie kluczowym, jeśli chodzi o pomoc Ukrainie – zarówno w Unii Europejskiej, jak i w NATO. I dobrze, że ukraińskie elity zaczynają to coraz lepiej rozumieć– mówił.Jednocześnie, zauważył, także dla prezydenta Nawrockiego spotkanie miało duże znaczenie polityczne i międzynarodowe. Jak oceniał, „pozycja polskiego prezydenta na arenie międzynarodowej w dużej mierze zależy dziś od relacji z prezydentem Ukrainy, bo to Ukraina znajduje się w centrum globalnych dyskusji”.Adamski zwrócił uwagę, że wcześniejsza powściągliwość Warszawy mogła być świadomym zabiegiem, ponieważ, „prezydent Nawrocki mógł chcieć zmienić paradygmat relacji – odejść od bezwarunkowego poparcia i pokazać bardziej wstrzemięźliwą postawę. To mogło doprowadzić do refleksji po stronie ukraińskiej i w efekcie do tej wizyty w Warszawie”.Jednym z ważnych tematów rozmów prezydentów była energia i współpraca przy terminalu LNG. Adamski studzi jednak oczekiwania, jeśli chodzi o rolę Polski jako pełnego gwaranta bezpieczeństwa energetycznego Ukrainy.Polska nie jest jeszcze gwarantem bezpieczeństwa energetycznego Ukrainy, bo to oznaczałoby zdolność natychmiastowego pokrycia jej potrzeb– zaznaczył.Pytany o udział polskich firm w przyszłej odbudowie Ukrainy, Adamski był ostrożny. Jak mówił, „nie sądzi, żeby Polska mogła liczyć na jakieś wyjątkowe preferencje”. Jego zdaniem kluczowe będzie stworzenie uczciwych warunków konkurencji.Sukcesem będzie sytuacja, w której polskie przedsiębiorstwa wygrają nie dlatego, że są z Polski, ale dlatego, że zaoferują najlepsze warunki– ocenił.Ekspert zaznaczył jednak, że geografia, bliskość kulturowa i zaplecze logistyczne dają Polsce naturalne atuty. Wskazał także na znaczenie planowanej w Polsce międzynarodowej konferencji poświęconej odbudowie Ukrainy.W rozmowie pojawił się także wątek współpracy wojskowej i technologicznej, zwłaszcza w obszarze dronów. Według Adamskiego „Ukraina ma dziś najbardziej doświadczoną armię w Europie”.Żadna armia NATO nie ma takiego doświadczenia w prowadzeniu nowoczesnej wojny, w tym wojny dronowej, jak armia ukraińska– mówił.Jego zdaniem współpraca w tym obszarze może być korzystna dla obu stron.To klasyczna sytuacja win-win: Polska może zyskać bezcenne doświadczenie i technologie, a Ukraina wzmocnić bezpieczeństwo swojego kluczowego sojusznika– wskazał.Dr Adamski zwrócił jednak uwagę na jedno zagrożenie. Komentował, że „w Polsce panuje atmosfera pokoju, ale ja uważam, że to nie jest ani pełny pokój, ani wojna, tylko coś pomiędzy” – zaznaczył, sugerując, że ta różnica może wpływać na tempo i skalę współpracy./fa
Recorded December 16th, 2025 https://youtu.be/degkp8Ba9OA Episode 147 of the PetroNerds podcast is a PetroNerdy Christmas special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast is joined by Jason Isaac, Founder of the American Energy Institute. Trisha and Jason cover the world, from US electricity and coal to Venezuela to Russia and Ukraine. Trisha talks about the economy and the sell off in oil prices and natural gas prices being overdone and the geopolitical realities still in the market, including the US seizing Venezuelan crude tankers and the ongoing Russian war in Ukraine. Jason and Trisha talk about the economy, unemployment rising to 4.6 percent, the labor market, the Paris Climate Accords, and Ford's announcement to write down EVs and focus on hybrid and more affordable pickups. Trisha talks about China and the coal fired power generation in China and how exactly this stacks up to US power generation. Trisha and Jason spend time talking about rising electricity prices, Californians being behind on their electric bills, aggressive green policies in states which has led to rising electricity prices, and the need for education and policy changes in power generation. Trisha wants coal for Christmas. She wants coal in her stocking and more coal fired power generation in the grid, not less. She talks about natural gas production, natural gas prices, and rising LNG exports. Trisha and Jason talk about the energy policies of the Trump Administration and the work Chris Wright is doing, his "I love coal" comments at the newly renamed National Laboratory of the Rockies (formerly National Renewable Energy Laboratory). Trisha Curtis is the American Energy Institute's economist. Her article in Daily Signal on "Rising Electricity Prices Started Well Before AI" can be found here: https://www.dailysignal.com/2025/11/18/rising-electricity-prices-started-well-before-ai/. And Trisha's latest interview on Steve Gruber's Real America's Voice can be found here: https://rumble.com/v731tow-trisha-curtis-pipelines-lng-and-americas-power-bills.html and https://www.youtube.com/watch?v=i6il0x4zwJ4.
In this special year end podcast, ChiranjibSengupta brings together the defining voices and moments from our coverage in2025 as the global energy conversation shifts from transition to energyaddition. Featuring exclusive insights from Secretary Doug Burgum, SecretaryChris Wright, H.E. Haitham Al Ghais, Dr Sama Bilbao y León, Simon Flowers,Francesco La Camera and Jassim Al-Shirawi, this review episode explores how AI,population growth and economic development are driving unprecedented demand forpower.Focusing on the key themes of 2025, the discussion spans the $18 trillioninvestment needed in oil and gas, the revival of nuclear and SMRs, the rapidgrowth of LNG, and the infrastructure and investment needed to deliverreliable, affordable energy at scale. With a strong focus on energy equity, theepisode underscores why an all of the above strategy is essential to meetglobal demand while ensuring no region is left behind.
As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we divine about 2026? Are we in for stagflation? Boring commodity markets or is this the calm before the storm….? Our guest is David Fyfe, Chief Economist of Argus, the independent energy & commodity price reporting agency and intelligence firm.
We're closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered volatility and plenty of surprises, along with a long list of developments with real consequences for energy, both clean energy and traditional oil and gas. We cover major policy shifts, including the election of the Mark Carney Liberals in Canada, the introduction of Bill C-5, the launch of the Major Projects Office, the Ottawa–Alberta Memorandum of Understanding (MOU), and growing political support for LNG. We also review changes in the United States, including tariffs and the One Big Beautiful Bill (OBBB), which rolled back many of America's generous clean energy subsidies. Another recurring theme this year was the surge in expectations for AI data center electricity demand—including in Canada, where three proposed projects in Alberta are moving closer to a final investment decision.It's been a whirlwind year. Jackie and Peter wish everyone a wonderful holiday break, and we'll return in 2026.Content referenced in this podcast: The Hub.ca, Have we really hit peak oil? Please don't count on it (December 2, 2025) National Security Strategy of the United States of America (November 2025)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Over 50 environmental groups and almost 500 individuals has signed an open letter to the Minister for the Environment expressing their opposition to an LNG terminal in Clare. Gas Networks Ireland announced plans last month for a strategic gas emergency reserve at Cahiracon on the Shannon Estuary, with the development expected to create up to 400 jobs during construction and roughly 50 while operational. Futureproof Clare has initiated an open letter to Minister Darragh O'Brien calling for the plans to be abandoned and so far, 55 groups, 491 individuals and nine political representatives have lent their support. Ennis-based Futureproof Clare spokespeson Emanuela Ferrari doesn't believe Ireland's gas supply is as vulnerable as the Government makes out.
CRUDE TANKERS SECTOR PANEL Tuesday, December 16, 2025 Moderator: Mr. Jorgen Lian, Head of Shipping Equity Research - DNB Carnegie Panelists: Mr. Svein Moxnes Harfjeld, President & CEO - DHT Holdings, Inc. (NYSE: DHT) Mr. Lars Barstad, CEO - Frontline Management AS (NYSE: FRO) (OSLO: FRO) Dr. Nikolas P. Tsakos, Founder & CEO - TEN Ltd. (NYSE: TEN) Mr. Mikkel Seidelin, CCO - Teekay Tankers Ltd. (NYSE: TNK) The webinar roundtable delivered an in-depth assessment of the crude tanker market, highlighting favorable fundamentals and compelling earnings visibility for investors. Panelists analyzed the key forces shaping the sector, including sanctions-related trade dislocations, tightening fleet supply, and the implications of an aging global tanker fleet. The discussion also addressed how geopolitical developments and evolving trade patterns may influence demand over the medium term. From a capital markets perspective, executives outlined disciplined approaches to fleet management and capital allocation, emphasizing balance sheet strength and liquidity as critical enablers of fleet renewal and long-term value creation. Capital Link Shipping Sectors Webinar Series - December 2025: Dry Bulk, Container, Crude Tanker, Product Tanker, LNG, LPG Shipping Join the Live (Zoom) Discussions on December 2nd, 10th, 11th, & 16th, 2025. For more information please visit here: https://capitallink.com/webinars/capital-link-shipping-sectors-webinar-series-december-2025-dry-bulk-container-crude-tanker-product-tanker-lng-lpg-shipping/
Trisha Curtis, macroeconomist and CEO of PetroNerds, dives into the forces driving America's rising power bills, from U.S. shale markets to energy geopolitics with China. She explains the critical role of Alaska energy production, mining, and pipeline infrastructure, as well as the growing importance of LNG exports, in stabilizing domestic energy supply and lowering costs. Curtis highlights how expanding responsible American energy production can strengthen energy independence, support families and businesses, and keep power affordable for everyday Americans.
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this episode of the Energy Vista podcast, Leslie Palti-Guzman is joined by David Goldwyn, President of Goldwyn Global Strategy and former US State Department Special Envoy and Coordinator for International Energy Affairs, to unpack the newly released US National Security Strategy and what it signals for energy, geopolitics, and the transatlantic alliance.This is genuine, lively debate over their respective takeaways from the strategy. Together, Leslie and David explore and debate: How the National Security Strategy was crafted and why it marks a departure from previous US grand strategy documents The elevation of energy dominance, and the contradictions it creates for US oil, gas, LNG, and clean energy industries The growing pressure on Europe to align energy procurement, industrial policy, and trade choices with US geopolitical priorities The administration's uneasy view of Europe's economic weakness, political fragmentation, cultural erosion, and vulnerability to China Whether US pressure strengthens Europe or risks pushing it to diversify away from American LNG and US leadership The future role of Russia in the European continent The discussion closes with a candid reflection on policymaking in Washington today.A rich, nuanced conversation at the intersection of energy, strategy, and alliance politics, offering both hard truths and unresolved tensions shaping the future of the transatlantic relationship.
Brent råolie - Lavere oliepriser i 2026 varer ikke vedPrisfaldet på råolie ind i næste år giver dig en mulighed for billigere indkøb af olieprodukter, men markedet vender igen. Som olieindkøber skal du sikre dig mod udsving og planlægge dine køb i tide. Venter du for længe, kan stigende priser ramme budgettet. Derfor skal du kende de kræfter, der styrer oliemarkedet, og handle, mens muligheden er der. Diesel - Udnyt lav pris til prissikring af 2027Dieselprisen falder kun lidt mere, og markedet vender efter næste sommer. Som indkøber skal du sikre dig mod udsving og optimere dine indkøb. Venter du for længe, kan stigende priser ramme budgettet. Vi anbefaler prissikring på 50 % af forbruget og især at udnytte de attraktive niveauer for 2027, mens muligheden er der.Naturgas - Gasprisen er lav og attraktiv til prissikringGasprisen ligger på det laveste niveau siden foråret 2024, men vi ser flere risici, som kan vende udviklingen. Som indkøber bør du udnytte det lave prisniveau og prissikre en større andel end normalt af vinterens forbrug. Venter du for længe, kan stigende priser ramme budgettet. For næste vinter anbefaler vi en normal prissikring.Læs hele analysen her.Vigtig investorinformation.
VOV1 - Được xem là cụm dự án tiên phong của điện khí LNG tại Việt Nam, Nhà máy nhiệt điện Nhơn Trạch 3 và 4 ghi dấu bằng loạt cái nhất về công nghệ, quy mô và tiến độ triển khai. Những con số cho thấy tầm vóc và vai trò đặc biệt của dự án trong tiến trình chuyển dịch năng lượng quốc gia.Toàn cảnh dự án Nhiệt điện Nhơn Trạch 3-4
The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands
In this month's news episode, we examine the latest developments affecting mineral rights owners as 2025 draws to a close. The discussion centers on how major geopolitical events and infrastructure developments are shaping energy markets heading into 2026. Natural gas continues its strong performance driven by surging demand from data centers and LNG exports, while oil prices face downward pressure from increased global supply and potential peace agreements that could bring Russian crude back to international markets. The episode provides you with context for understanding how these macro trends translate into production decisions and royalty payments in the months ahead. As always, we wrap up with an analysis of the latest rig count numbers. Links to the articles and resources mentioned in this episode can be found in the show notes at mineralrightspodcast.com.
Die SRG kehrt mit ihren Radioprogrammen zurück auf UKW. Dies, nachdem sie deutlich Hörerinnen und Hörer verloren und das Parlament die Lebenszeit von UKW verlängert hat. Weitere Themen: Feuerwerk, das nichts anderes als Lärm macht, soll in der Schweiz verboten werden. Das hat der Nationalrat beschlossen. Damit will er die sogenannte «Feuerwerks-initiative» verhindern, die von vier Tierschutzorganisationen unterstützt wird und noch weiter ginge. Der Energiekonzern Axpo hat im letzten Geschäftsjahr deutlich weniger Gewinn gemacht als im Vorjahr. Floriert aber hat das Geschäft mit Flüssiggas, kurz LNG. Axpo importiert als einziger Schweizer Energiekonzern LNG vor allem aus den USA. Und das, obschon die Klimabilanz von LNG problematisch ist.
Canada's first cargo of LNG set sail from Kitimat, British Columbia, on June 30, 2025. This week on the podcast, Chris Cooper, President and CEO of LNG Canada, joins us to reflect on that milestone, walk through the project's progress, and share his view of Canada's long-term LNG opportunity. Jackie and Peter asked Chris a wide-ranging set of questions, including: What was going through your mind as the first carrier departed? What does the workforce on-site look like today, and are workers living locally or in camps? What are the practical logistics of bringing LNG tankers in and out of the facility and navigating the Douglas Channel? Is the plant operating at full capacity yet? How would you characterize the current level of support from the B.C. provincial government? How significant was Prime Minister Mark Carney's trip to Asia to sell Canada's potential for LNG growth, and what did it mean to see LNG Canada Phase 2 included among the projects that were referred to the Major Projects Office? Finally, how does Canadian LNG stack up against other global supply sources, and what do you see as the outlook for worldwide LNG demand? Content referenced in this podcast:Steven Guilbeault Speaks to CTV's Power Play with Vassy Kapelos (December 4, 2025) Clean Prosperity study that the Federal-Alberta MOU can unlock $90 billion in low-carbon investment if governments follow through (December 4, 2025) Photos of the LNG Canada work camp at Cedar Valley Lodge Shell LNG Outlook 2025Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this wide-ranging and deeply analytical conversation, Leslie Palti-Guzman welcomes back Thierry Bros, professor at Sciences Po and seasoned energy expert, to unpack one of Europe's most pressing strategic questions: Is the exclusion of Russian gas from Europe irreversible or could a return be inevitable after a Ukraine peace agreement?Topics include: The EU's attempt to ban Russian gas by 2027 and its implementation Europe's industrial decline and Germany's structural need for cheap energy Fears of a new dependency on U.S. LNG: Real Risk or Exaggeration? The political feasibility of re-introducing Russian molecules and what volumes would be “acceptable.”A frank, data-driven, and provocative assessment of Europe's strategic dilemmas, from gas markets to geopolitics, from energy security to political realism.Watch and listen on your favorite platforms: Youtube, Spotify, Apple#EnergyVista #geopolitics #energysecurity #LNG #gas #Europe #Russia #USA #China #commodities #shipping #marketintelligence #tradeflows
In this action-packed episode of This Week in Futures Options (TWIFO), host Mark Longo and special guest Dan Gramza (Gramza Capital Management) break down the massive volatility and unexpected price movements across commodity and futures options markets. We conduct a detailed futures options analysis on the shocking, explosive rip in Silver, which is now the best-performing asset tracked by the show this year. We also dive into the highly active Natural Gas (NG) market, discussing key support levels and the shifting landscape of global LNG demand. Plus, we address the viral audience theory: Is Taylor Swift cornering the silver market?
In this action-packed episode of This Week in Futures Options (TWIFO), host Mark Longo and special guest Dan Gramza (Gramza Capital Management) break down the massive volatility and unexpected price movements across commodity and futures options markets. We conduct a detailed futures options analysis on the shocking, explosive rip in Silver, which is now the best-performing asset tracked by the show this year. We also dive into the highly active Natural Gas (NG) market, discussing key support levels and the shifting landscape of global LNG demand. Plus, we address the viral audience theory: Is Taylor Swift cornering the silver market?
The global LNG market has been tight since 2022, with prices remaining around USD 10/MMbtu (about EUR 30/MWh). However, with the one-year countdown to the complete phase-out of Russian gas starting next month, and a new wave of LNG capacity from the US and Qatar expected to come online from next year - could prices drop as low as USD 7/MMbtu? In this episode, Richard sits down with LNG analysts and geopolitical experts to discuss how Asia could see a strong demand rebound in the next few years, why Germany's declining industrial gas consumption puts downward pressure on long-term demand into Europe. But there is a note of caution as structural challenges in the US LNG construction industry are likely to cause supply delays. Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Laurence Walker - Deputy Editor-in-Chief, Montel NewsGuests: Henning Gloystein - Managing Director of Energy and Resources, Eurasia Group. Saul Kavonic - Head of Energy Research, MST Financial.Editor: Oscar BirkProducer: Sarah Knowles
The heating season is off to a roaring start, with forecasters calling for one of the chilliest Decembers in recent memory. IAF Advisors owner Kyle Cooper joins NGI senior editor Andrew Baker to discuss the implications for natural gas supply, demand and prices as winter gets underway. Cooper breaks down how soaring heating demand could rapidly deplete natural gas inventories, and send already elevated gas prices even higher. He cites the example of last winter, a normal one by historical standards, that nonetheless triggered a massive pull on storage in January. Cooper also discusses the impacts of record LNG exports and the evolving electricity mix on natural gas power burns and storage trends. As demand continues to rise, Cooper explains how the supply picture will evolve as producers in the Haynesville Shale, Permian Basin and Appalachia adapt to a constantly changing market.
Recorded December 2, 2025 and October 29, 2025 https://youtu.be/QH34eUeoIAo Episode 146 of the PetroNerds podcast is another heavy-hitting, energy-dense PetroNerds episode to get you caught up on oil and geopolitics. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, begins this episode with a fresh PetroNerdy update on the market covering Russia and Ukraine, the U.S. meeting with Putin in Russia, Japan–China tensions, U.S. oil production at 13.84 mbd, natural gas prices nearing $5/mcf, and the Fed. The body of this podcast is Trisha's keynote address in Houston on October 29th, 2025, at Whitley Penn's “Fueling the Future” conference. The keynote panel is moderated by Amanda Beabout, Audit Partner at Whitley Penn. This is a timely and prudent discussion covering the gauntlet. Trisha gets into the state of oil prices and the pessimism surrounding oil prices throughout 2025, Trump in South Korea and his upcoming meeting with Xi, China and rare earths, oil on the water, Saudi Arabia and OPEC Plus, and geopolitical risk. Amanda asks Trisha about her recent opinion piece, “Winning Against China Means Winning on Energy.” Trisha explains that China is a modern coal power, but the U.S. has more natural gas, oil, and coal than any nation on earth. She talks about U.S. oil production, natural gas production, productivity and longer laterals, and “Drill Baby Drill.” Amanda also asks Trisha to discuss AI as well as the government shutdown. Trisha talks about China and the U.S. with regard to AI and power generation, and the Fed and the lack of economic data during the government shutdown. She gets into risks in the market and mentions groupthink and cognitive dissonance in the oil and gas industry, risks that the U.S. will produce more than the industry thinks, lack of appreciation of risk with regard to China, and fears surrounding AI. The keynote address closes with audience questions covering nuclear power, Venezuela, Africa, underinvestment in oil, LNG, U.S. shale, and power and electricity. This is not a podcast you're going to want to miss. Please share it with your friends and colleagues. You can reach out to PetroNerds directly on the PetroNerds website here. You can also find Trisha's latest opinion piece in the Daily Signal, “Rising Electricity Prices Started Well Before AI.” And if you want more from PetroNerds, sign up here.
Construction starts jumped 21% in October — but not because of housing. In this episode, Kathy Fettke breaks down the surge in billion-dollar megaprojects driving the growth, from data centers and manufacturing plants to massive LNG and infrastructure builds. While commercial and nonbuilding projects climbed sharply, multifamily construction plunged nearly 39%. Kathy explains what's behind the divergence, how rising inventory and shifting demand are reshaping the landscape, and what real estate investors should watch as these projects ripple through local housing markets. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS SOURCE: https://www.bisnow.com/national/news/construction-development/october-construction-starts-jump-21-as-megaprojects-break-ground-132027?utm_source=outbound_pub_75&utm_campaign=outbound_issue_90859&utm_content=outbound_link_8&utm_medium=email
What happens when a nation's energy security rests on volatile global gas markets? Why does the UK pay market prices for some of the world's cheapest-to-produce gas? And is now the moment to rethink decades of “leave it to the market” dogma?This week on Cleaning Up, Baroness Bryony Worthington sits down with Seb Kennedy, energy journalist and founder of Energy Flux, to unpack the turbulent geopolitics of natural gas, the coming LNG glut, and why the UK–Norway relationship sits at the heart of Britain's energy affordability crisis.Drawing on their recent joint op-ed, Bryony and Seb explore the UK's dependence on Norwegian gas, the vast windfalls that have flowed into Norway's sovereign wealth fund since Russia's invasion of Ukraine, and whether a new bilateral deal could shield consumers from future price shocks. They examine the structural forces reshaping global gas markets, the rise of speculative trading, and whether electrification will become harder when gas gets cheap.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:Read Seb & Bryony's Op-Ed on Energy Flux: https://www.energyflux.news/uk-norway-gas-trade-time-for-a-new-deal/Seb's Energy Flux Podcast: https://www.energyflux.news/tag/podcast/Michael's conversation with Carine Ihenecho Smith, Chief Governance and Compliance Officer at Norges Bank Investment Group: https://www.youtube.com/watch?v=H028Vwf7pNMThe UK's updated plan for the North Sea gas transition: https://www.gov.uk/government/news/north-sea-future-plan-for-fair-managed-and-prosperous-transitionBritain eases opposition to new oil, gas permits, holds firm on taxes | Reuters: https://www.reuters.com/business/energy/uk-government-allows-some-new-oil-gas-fields-holds-firm-taxes-2025-11-26/
Gas, Rohöl, LNG und Uran: Die EU will ihre Abhängigkeit von Energieimporten aus Russland beenden. Spätestens in zwei Jahren will sie den Gashahn ganz zudrehen. Es bleibt eine Sicherheitsklausel für den Notfall.
In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Nathan Lord, President of Shale Crescent USA, to unpack why Ohio, West Virginia, and Pennsylvania may be the world's most overlooked manufacturing and energy powerhouse. Nathan explains how the region's abundant, low-cost natural gas creates a world-class advantage for petrochemicals, power generation, and reshoring manufacturing from Europe and China—while also cutting emissions by building near the fuel source. They dive into Europe's deindustrialization, the risks of net-zero policies that export industry (and emissions) to China, the coming surge in gas demand from LNG and AI data centers, and why winning the “fuel race” is the key to U.S. energy security, grid reliability, and long-term prosperity for American workers.We wrote an introduction to this interview for the Energy News Beat Substack, and it included data compiled by Nathan and the Shale Crescent team. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityI look forward to more podcasts and interviews with CEOs from Ohio, West Virginia, and Pennsylvania to discuss this significant, strategic reindustrialization effort for the United States. Thank you, Nathan, for stopping by the Podcast, and I am looking forward to our follow-up conversations! - StuCheck out the Shale Crescent USA website here: https://shalecrescentusa.com/Connect with Nathan Lord on his LinkedIn here: https://www.linkedin.com/in/nathan-lord-230a99a9/Highlights of the Podcast 00:00 - Intro01:01 – What Is Shale Crescent USA?02:53 – Marcellus Gas Volumes & Global Ranking04:20 – Where Global Manufacturers Go Next05:35 – Trump, the Saudi Crown Prince & LNG Dreams06:02 – Maximizing the Molecule: From Gas to Booster Seats07:16 – Germany's Net-Zero Deindustrialization09:06 – Europe's Energy Insecurity vs. U.S. Shale Advantage11:15 – Energy Security at Home, Energy Dominance Abroad12:12 – How Shale Crescent Lands Global Projects13:07 – Stu's Two-Track World & China's Manufacturing Pull14:54 – Can the U.S. Beat China on Manufacturing Costs?17:51 – Onshoring, ESG & Emissions Reality20:26 – Is ESG Fading? Cleanest Molecule Wins21:51 – Rare Earths vs. “Rare Natural Gas” Advantage23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing24:11 – Who's Locking Up Molecules (and Who Isn't)26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power28:30 – Avoiding Blackouts & Winning the AI Fuel Race32:06 – Build on the Fuel Source: Speed to Power35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps37:39 – Man-Made Energy Problems & Leadership38:18 – How to Find Nathan & Shale Crescent USA39:08 – Closing: From Rust Belt to ProsperityFull transcript will be on https://energynewsbeat.co/Check out https://energynewsbeat.co/request-media-kit/
Het Verenigd Koninkrijk trekt ruim 1 miljard euro steun aan het grote LNG-project van TotalEnergies in Mozambique in, vanwege toegenomen veiligheidsrisico's. Ook Nederland is bij het project betrokken. Waarom haken landen nu af, terwijl TotalEnergies juist wil herstarten? Met VPRO-journalist Bram Vermeulen en Anne de Jonghe van mensenrechtenorganisatie Both Ends Nieuwe extreemrechtse jongerenpartij in Duitsland De radicaal-rechtse AfD heeft een nieuwe jongerenorganisatie gelanceerd, nadat de eerdere jongerenafdeling Junge Alternative onder verscherpt toezicht werd geplaatst wegens extremistische uitingen en banden met mogelijk gewelddadige groeperingen. Om verdere reputatieschade te voorkomen, verbrak de partij formeel de banden. Met de nieuwe jongerenbeweging probeert de AfD een frisse start te presenteren, maar is er werkelijk iets veranderd, of gaat het om dezelfde ideeën in een nieuw jasje . We vragen het aan Duitslandkenner Ulrike Nagel schuift aan. Presentatie: Sophie Derkzen
Understanding Market Volatility and Strategic Retirement Investing in 2025 Episode Summary: In this episode of The Financial Hour, Tom Dupree and Mike Johnson, local financial advisors from Dupree Financial Group in Kentucky, talk about current market conditions, Federal Reserve rate cut speculation, and why personalized investment management matters more than ever during periods of high volatility. With Tom’s 47 years of investment experience, he shares insights on protecting retirement portfolios while identifying genuine growth opportunities. Key Topics Covered: Retirement Portfolio Protection in Volatile Markets Market Volatility Analysis: What Kentucky Retirees Need to Know Since the end of October, markets have experienced unprecedented volatility. The NASDAQ saw one of its most dramatic single-day swings on November 20th, surging over 2% before closing down 2.2%. For retirees and pre-retirees managing retirement portfolios, understanding these “toppy market” signals is crucial for wealth preservation. Federal Reserve Rate Cuts: Separating Reality from Market Hype Market sentiment shifted dramatically within a single week when New York Fed President John Williams hinted at potential rate cuts. The probability jumped from 35% to over 80% for a December rate cut. But are these 25 basis point adjustments really moving the needle for everyday investors? Tom offers a refreshingly honest perspective that you won’t hear from your typical 1-800 number investment counselor: “This fed 25 basis point rate cut, it’s bs. So what? It’s not a big deal and they’re only using it to prop up the market and the minute they announce it, the market will sell off.” The Real Housing Market Challenge Unlike generic market commentary, this local financial advisory perspective addresses what’s actually keeping people from moving: it’s not just interest rates. Many homeowners are locked into 2-3% mortgages, and a quarter-point reduction won’t change their calculus. For Kentucky retirement planning, understanding these nuances matters when evaluating portfolio allocation. LNG Infrastructure: A Hidden Opportunity for Income-Focused Investors While everyone chases AI and tech speculation, we are identifying substantial opportunities in liquified natural gas (LNG) infrastructure. This represents the kind of strategic, research-based investing that comes from direct access to portfolio managers rather than cookie-cutter advice. Why LNG Matters for Retirement Portfolios: Predictable Cash Flows: Pipeline companies operate on “take or pay” contracts, providing consistent dividend income Massive Infrastructure Buildout: US LNG export capacity expanding from 19 billion cubic feet/day to 33 billion by 2032 Less Speculative Risk: Unlike AI data centers with uncertain equipment lifespans, natural gas infrastructure offers proven business models Growing Export Market: LNG exports up 21% year-over-year through August 2025 Essential Energy Transition: Natural gas remains critical for power generation, especially for data centers Mike Johnson explains the investment thesis: “You view the AI data center build out with something like LNG and the pipelines that are feeding that—it’s a more consistent, more predictable business model because it’s been around a long time. It’s more predictable. And so when you’re looking at it from an investment standpoint, especially from a retirement investment standpoint, these pipeline companies generally have more predictable, consistent cash flow and their dividends are more consistent.” Key Takeaways for Investors Approaching Retirement Recognize “Toppy Market” Signals: Large upward swings that can’t hold indicate potential market exhaustion Understand Market Broadening: Since late October, equal-weight S&P 500 outperforming tech-heavy indices suggests rotation Don’t Overreact to Fed Announcements: 25 basis point cuts have limited real economic impact Avoid Recency Bias: Just because markets have been rising doesn’t mean they’ll continue indefinitely Consider Real Infrastructure Plays: LNG pipeline expansion offers more predictable returns than tech speculation Protect Gains Strategically: After a strong year, raising some cash in overvalued positions makes sense Plan for Extended Productivity: The “Refire” movement—starting new careers in retirement—provides both income and purpose Understand Your Risk Exposure: Many investors don’t realize how much risk is embedded in their portfolios The Retirement Reality Check: Are You Really Ready? The “Refire” Alternative to Traditional Retirement Rather than completely stepping away from productive work, consider the “Refire” movement—transitioning from a draining career to something you’re passionate about. Dupree Financial Group clients have successfully transitioned into: Construction and farming ventures Specialty craft businesses (like the 87-year-old client working with wool) Consulting in their areas of expertise Gig economy opportunities that provide flexibility and income Why Personalized Investment Management Beats the 1-800 Number Approach This episode perfectly illustrates what sets Dupree Financial Group apart from mass-market investment firms. You’re not getting generic advice from an assigned counselor reading from a script. You’re getting: 47 years of investment experience navigating multiple market cycles Direct access to portfolio managers who actively manage your investments Local financial advisors in Kentucky who understand regional economic factors Honest, straight-talk guidance rather than market cheerleading Proactive portfolio adjustments based on current market conditions Education-first approach so you understand what you own and why Market Wisdom from 47 Years of Experience Tom shares a telling quote about investing psychology: “A man can never be faulted, even if he’s wrong, for the bold and aggressive action in pursuit of victory. A real man must be willing to strike out and go down swinging.” His response? “People are investing like that right now. It’s almost the gambler’s mindset where it’s the recency bias… It’s ignorance. And I don’t mean that in a bad way, it’s just lack of knowledge on what’s embedded in a portfolio.” This is the difference between speculation and strategic retirement investing—understanding what you own, why you own it, and what risks you’re actually taking. Important Reminders for Retirement Investors The Extended Bull Market Risk As Mike notes: “We’ve not had an extended bear market since the financial crisis.” An entire generation of investors has never experienced a prolonged downturn. This creates complacency and excessive risk-taking, particularly dangerous for those nearing or in retirement who don’t have time to recover from major losses. When Fully Valued Markets Present Challenges Mike explains the risk-reward calculation: “When you’re buying something that’s either fully priced or is looking historically at being fully priced, then you’re making a bet that things are gonna keep getting fuller priced.” Translation: You’re hoping a greater fool will pay even more than you did. That’s not investing—it’s speculation. Frequently Asked Questions (FAQs) Should I worry about current market volatility as I approach retirement? Yes, but worry productively. Large intraday swings, particularly when markets can’t hold gains, often signal “toppy” markets. This doesn’t mean selling everything, but it does mean reviewing your portfolio’s risk exposure and potentially raising some cash in overvalued positions. A team of local financial advisors with decades of experience can help you navigate these decisions based on your specific situation, not generic market timing. Will Federal Reserve rate cuts help my retirement portfolio? The impact of 25 basis point rate cuts is often overstated. While they may provide short-term market support, genuine portfolio growth requires earnings growth and sound business fundamentals. Personalized investment management focuses on these fundamentals rather than trying to trade Fed announcements. What makes LNG infrastructure a good retirement investment? LNG pipeline companies offer several advantages for retirement portfolios: predictable “take or pay” contract structures, consistent dividend income, less technology risk than AI speculation, and participation in a massive infrastructure buildout. With US LNG export capacity set to grow 74% by 2032, these investments offer growth potential with more stability than pure tech plays. How do I know if I have too much risk in my portfolio? Many investors don’t realize their risk exposure until it’s too late. Warning signs include: heavy concentration in a few tech stocks, inability to explain what you own and why, portfolios that look identical to major indices, or having the same allocation today as you did 10 years ago despite nearing retirement. A personalized portfolio analysis from experienced portfolio managers can identify hidden risks. What’s the difference between working with Dupree Financial Group versus a large national firm? Instead of calling a 1-800 number and speaking with an assigned investment counselor who may have limited experience, you get direct access to portfolio managers with 47 years of investment experience. You’re working with a team of local financial advisors who know Kentucky’s economic landscape and can meet with you face-to-face. This personalized investment management approach means your portfolio is actively managed based on current conditions, not set-and-forget. Should I retire if I’m tired of my current job? Not necessarily. Retiring purely because you dislike your job, without adequate financial cushion, can create bigger problems. Consider the “Refire” alternative—transitioning to something you’re passionate about that still generates income. Many Dupree Financial Group clients have successfully launched second careers in construction, farming, consulting, or specialty crafts. This provides both financial security and life purpose. What does “if you don’t know what you own, you should” really mean? It means understanding not just the names of stocks in your portfolio, but why you own them, what risks they carry, how they generate returns, and whether they still fit your current life stage. Many investors can name their holdings but can’t explain the investment thesis or risk profile. Kentucky retirement planning requires this deeper understanding, especially as you transition from accumulation to preservation and income. How often should I review my retirement portfolio? In normal markets, quarterly reviews make sense. In volatile markets like we’re experiencing, more frequent check-ins help. However, this doesn’t mean constantly trading—it means ensuring your risk exposure matches your current needs and market conditions. Dupree Financial Group provides ongoing portfolio management, not annual check-ins followed by silence. Schedule Your Personalized Portfolio Analysis If you’re approaching retirement or already retired, now is the time to ensure your portfolio matches your risk tolerance and income needs. Don’t wait for a market correction to discover you’re overexposed to risk. Dupree Financial Group offers complimentary portfolio reviews where we’ll analyze: Your current risk exposure and whether it matches your life stage Hidden concentrations and correlation risks Income sustainability from your portfolio Opportunities you may be missing (like LNG infrastructure) Whether your current advisor is providing genuine value or generic advice Call us at 859-233-0400 or schedule directly on our website. Connect With Dupree Financial Group Personalized Portfolio Analysis: www.dupreefinancial.com Investment Philosophy & Team: www.dupreefinancial.com/about-us/ More Market Commentary & Podcasts: www.dupreefinancial.com/podcast Phone: 859-233-0400 The post Understanding Market Volatility and Strategic Retirement Investing in 2025 appeared first on Dupree Financial.
For months, the Trump administration and industry groups have been asserting that EU regulations on methane emissions could result in a sharp decline in — or even an end to — U.S. LNG flows to the EU.
Ebben a mostani podcastban arra keresünk válaszokat Holoda Attila olajmérnökkel, energetikai szakértővel, hogy hogyan fonódik össze Magyarország energiaellátása a geopolitikai hatalmi játszmákkal, a mindennapi rezsiszámláinkkal és a nemzetközi szankciók következményeivel, amit a magyar kormányfő persze ellentmondásosan magyaráz. Szó lesz arról, honnan és hogyan érkezik hozzánk a gáz és az olaj, mit jelent az LNG, mi a különbség az orosz és más olajfajták között, és hogyan hat mindez a magyar gazdaságra. Megvizsgáljuk, mit ér valójában a rezsicsökkentés, lehetne-e nagyobb, kik profitálnak az energiaimportból, és mennyire átlátható ez az egész magyar energiarendszer. A beszélgetés betekintést nyújt a fosszilis korszak lehetséges lezárulásába és az új energiaforrások várható jövőjébe is.Hogyan támogathatja a munkánkat? - Legújabban már a Donably felületen is támogathat bennünket, itt ÁFA-mentesen segítheti munkavégzésünket: https://www.donably.com/friderikusz-podcast - De lehet a patronálónk a Patreon-on keresztül is, mert a támogatása mértékétől függően egyre több előnyhöz juthat: https://www.patreon.com/FriderikuszPodcast - Egyszerű banki átutalással is elismerheti munkavégzésünk minőségét. Ehhez a legfontosabb adatok az alábbiak: Név: TV Pictures Számlaszám: OTP Bank 11707062-21446081 Közlemény: Podcast-támogatás Ha külföldről utalna, nemzetközi számlaszámunk (IBAN - International Bank Account Number): HU68 1170 7062 2144 6081 0000 0000 BIC/SWIFT-kód: OTPVHUHB Akármilyen formában támogatja munkánkat, nagyon köszönjük!Kövessenek, kövessetek itt is:youtube: https://www.youtube.com/c/FriderikuszPodcastFacebook: https://www.facebook.com/FriderikuszPodcastInstagram: https://www.instagram.com/friderikuszpodcastSpotify: https://open.spotify.com/show/0TBImnF4bdNCvmhJwyOlRhAmazon Music: https://music.amazon.com/podcasts/a159b938-d63e-4927-9e9b-bea37bc378d3/friderikusz-podcastYoutube Music: https://music.youtube.com/playlist?list=PLu6L9HlV4-KuNOYy_rS97rP_Q-ncvF14rApple Podcasts: https://apple.co/3hm2vfiDeezer: https://www.deezer.com/hu/show/1000256535
Jon Herold and Burning Bright open Episode 410 with Thanksgiving updates and community banter before diving into a chaotic week defined by clashing storylines, contradictory reports, and information that simply doesn't add up. They break down the Democrats' sudden push around “illegal orders,” the reaction cycles on X, and the way influencers and media personalities are shaping public perception, sometimes accidentally, sometimes strategically. The Venezuela situation takes center stage as they sift through Emerald Robinson's sprawling thread, Trump's comments, conflicting details about catamarans, storms, cartel networks, and the State Department's unusual movements, all of which raise questions about what's really happening behind the scenes. Jon and BB also analyze the recent peace-call transcript involving Putin, shifting Ukraine war timelines, oil and LNG maneuvers, South American instability, and emerging signs of a global reshuffle. With humor, skepticism, and sharp geopolitical insight, they guide listeners through a week where the official narratives blur together, the contradictions pile up, and the truth feels buried beneath layers of noise.
BC talks big for a small bill on the Mental Health Act. Drug users challenge their conviction. The legislature may take another crack at electoral reform. CleanBC is working but needs help as Carney and Smith come to a pipeline agreement. Links Province taking action to strengthen involuntary care, better support patients B.C. says Mental Health Act changes intended to help nurses, but critics concerned | CBC News Canada's Drug Laws Face Challenge from Founders of Vancouver Compassion Club Rob Shaw: B.C. abandons compassion club it funded as founders face drug convictions A human rights-based approach to the toxic drug crisis Premier appoints new parliamentary secretaries for armed forces, primary care Democratic and Electoral Reform Committee Report CleanBC independent review B.C. LNG push threatens electricity supply: CleanBC review – Business in Vancouver Carney’s expected green light for oil pipeline causes unease in caucus and cabinet: sources | CBC News Carney and Smith to unveil energy deal in Calgary Thursday, source says – The Globe and Mail
It is our honor to welcome back Governor Mike Dunleavy of Alaska. We last hosted the Governor on COBT in May of 2023 (episode linked here), and there has been much to cover since our last visit. Governor Dunleavy is Alaska's 12th Governor and was first elected in 2018 (and again in 2022). He moved to Alaska in 1983 and served as a teacher, principal, and superintendent in Arctic communities before his 5-year term as a State Senator from 2013 to 2018. Throughout his career, Governor Dunleavy has been committed to opening Alaska to new business and investment. We were thrilled to host the Governor to explore the latest energy developments in Alaska, what's top of mind for the state, and more. In our conversation, we explore Alaska as an “energy laboratory” given the state's unique mix of energy production, policy, federal lands, abundance of water, technology, and geopolitics. We discuss the impact of shifting federal administrations on Alaska, the scale and federal ownership of its land, and the statehood mandate to develop its resources to fund government operations. We examine the need for legislative reform to address the problems of both “lawfare” and permitting, the growing opportunity around rare earths and critical minerals in Alaska, the benefits of the federal government as an equity partner, mining as a national security issue, post-COVID workforce shifts, and the renewed importance of trade work and skilled labor. Gov. Dunleavy shares his perspective on affordability and energy prices in Alaska, current issues around the need for more gas supply and potential LNG imports, and the Alaska Natural Gas Pipeline (AGLNG Glenfarne Project). He outlines his vision for Alaska's future as a premier location for AI data centers and its ambition to be the data transportation capital of the world. We touch on Alaska's desire to “create the future” rather than simply react to it, the role and gatekeeping power of the Army Corps of Engineers in 404 water permits, and Alaska's strategic position as “America's fort” in the Arctic. We also discuss the Alaska Sustainable Energy Conference, with its fifth iteration taking place in May 2026, which Veriten is excited to attend. We greatly enjoyed hosting Governor Dunleavy and look forward to staying in touch. To start the show, Mike Bradley highlighted that markets continue to be volatile from week to week. On the bond market front, the 10-year bond yield has traded down to under 4% on optimism that Kevin Hassett looks to be the frontrunner for Chairman of the Federal Reserve. Hassett is considered more dovish and so markets are responding positively, at least initially, for the potential of additional interest rate cuts in 2026. On the broader equity market front, the DJIA was also up 500-600 points on optimism that more interest rate cuts are coming in 2026 despite US economic readings being a bit mixed. On the oil market front, WTI price is now trading under $58/bbl due to continued concerns of a global oil oversupply situation in 2026 (anywhere from 2- 4mmbpd) and potentially into 2027. JPM jumped further onto the bearish oil bandwagon this week, indicating that oil prices in 2027 could trade under $40/bbl. He closed by noting that some initial momentum for a Russia/Ukraine peace plan has also weighed on oil prices this week. Thanks again to Governor Dunleavy for sharing his time and for a fantastic discussion. Please stay tuned for a Special Edition COBT episode publishing on Thanksgiving Day! Our best to you all.
Some market observers see a massive wave of LNG supply ready to flood the market, but the fears of cargo cancellations may be exaggerated, with the “great wave” more like a gradually rising tide.
NGI's Jacob Dick, senior editor of LNG, sits down with Charif Souki, co-founder of Cheniere Energy Inc. and a pioneer of the U.S. LNG industry, to discuss how the critical transformation of the U.S. natural gas industry that turned the country into the world's largest LNG exporter is reshaping global markets. Souki examines how the shale revolution, technological advances and massive resource discoveries transformed U.S. production and unlocked decades of low-cost supply. He also notes that LNG demand has created new challenges for producers, who now depend on export markets as physical gas consumption has ballooned to unprecedented levels. He also outlines how evolving economics, higher construction costs and shifting contract structures are pushing LNG developers toward more merchant-style risk. Looking forward, Souki says ongoing technological breakthroughs, especially deeper drilling and improved productivity, continue to expand U.S. resource potential and would shape the next era of LNG growth.
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this episode, Leslie Palti-Guzman exchanges with Ed Morse, one of the world's most respected voices in global oil markets, for a rapid strategic tour of today's biggest geopolitical flashpoints and how they're reshaping energy flows. We discuss why oil prices have remained remarkably stable despite shocks in the Middle East and Latin America, and why the Brent and WTI forward curves are telling a deeper story about fundamentals vs. geopolitics. We cover:
Ann Vandersteel sits down with early Abaxx investor Joseph Metcalf, CIO Gourdet-Metcalf, to unpack one of the most compelling financial revolutions of our time. From the creation of the world's first physically-deliverable LNG and carbon futures to the tokenization of real-world collateral through Abaxx's Digital Title Framework, this episode explores how Abaxx is redefining the infrastructure of global trade.We'll break down how this Singapore-based exchange differs from SWIFT, blockchain, and Wall Street's tokenization narrative — and why Abaxx's fusion of law, identity, and technology could unlock a trillion-dollar commodities transformation.https://abaxx.exchange/https://www.abaxx.tech/
Recorded November 17th 2025 and October 16th, 2025 https://youtu.be/wwjALnq6FAQ Episode 145 of the PetroNerds podcast is another deep dive conversation with Trisha Curtis on the state of oil prices, natural gas and AI, electricity prices, geopolitics, OPEC Plus and Saudi Arabia, and Russia and China. This is Trisha Curtis' keynote address to Whitley Penn's Fueling the Future Dallas, Texas conference on October 16th, 2025. Trisha is joined by the moderator of the fireside chat, Buffie Campbell, Director at Whitley Penn. Before this keynote, Trisha provides PetroNerds listeners with a fresh market update recorded on November 17th, 2025 covering the recent rise in natural gas prices and LNG exports, oil prices, Japan and China rift, and the Fed. The keynote address and conversation starts with the negativity surrounding oil prices and state of the market, why oil prices keep trading lower, US oil production vs. sentiment and risks in the auto market and the US and global economy. Trisha talks about the poor understanding of China's economy and oil demand, oil on the water, ceasefire in Gaza, and Trump's potential meeting with Putin, peak shale vs. plateau shale, and $67/barrel WTI average for 2025. Buffie asks Trisha about policies and “Drill Baby Drill” and Trisha discusses rigs, lateral lengths, horsepower, and efficiencies. She talks about the Administration's desire for low oil prices, AI and infrastructure needs and electricity prices, and says “we do not have a problem with natural gas supply, we have a problem getting it into the grid.” Trisha discusses electricity prices in the US vs. the rest of the world, specifically China and Germany. She gets into OPEC Plus production increases and Saudi Arabia, whether they understand US shale, Iraq and Iran, and sanctioning Russia. She talks about how US oil production gives the US incredible geopolitical opportunity and flexibility. Buffie asks Trisha about geopolitics and China and Trisha discusses Indian and Chinese purchases of Russian crude, China and rare earth minerals, risks and lessons from Russia, US vs. China refining capacity, and refining rare earths. Buffie asks Trisha about AI and job layoffs and the oil and gas industry layoffs. Trisha explains how important it is to develop infrastructure for natural gas from the wellhead to end consumption, the hype around AI and power demand, and the hotness of the midstream. In Q&A Trisha talks about wind and solar, coal, access to energy and human rights abuses, refining margins, and national security.
Winter is coming, and so are the big questions for natural gas. From near-record storage levels and shifting weather models to surging LNG exports and price volatility, the natural gas market is facing one of its most complex setups in years. To help sort through it all, Andy Huenefeld, a seasoned energy market analyst with Pinebrook Energy Advisors and managing partner at the firm, joins NGI's Jodi Shafto, senior markets editor, to discuss the major market drivers that could send natural gas prices soaring this winter heating season.
Lithuania's Foreign Minister Kęstutis Budrys joins Cipher Brief CEO Suzanne Kelly in Washington with a blunt warning: Western military restraint is encouraging, not deterring, the Kremlin. Budrys explains why Lithuania is raising defense spending to more than 5% of GDP by 2026—the highest in the democratic world—and pushing NATO toward offensive deterrence and denial "from the very first inch." He details Belarus' role as a state-enabled criminal actor, from weaponized migration to smuggling operations using high-altitude balloons that forced Lithuania to shut down its main international airport, and why Minsk deserves tougher sanctions. Budrys also walks through recent Russian gray-zone activity in the Baltic Sea and NATO airspace, arguing that only stronger posture—not de-escalation—has stopped undersea infrastructure attacks and drone incursions. The Minister lays out what a potential Ukraine ceasefire would mean for the Baltics, why Vilnius is committing 0.25% of GDP annually to Ukraine's security for ten years, and how Russian forces redeployed from Ukraine could reshape the threat on NATO's eastern flank. He also highlights Lithuania's energy break from Moscow—now sourcing 75% of its LNG from the U.S.—and its push for tougher economic security policies toward China as it prepares to hold the EU presidency in 2027. A candid, front-line view of deterrence, gray-zone warfare, and the future of the transatlantic alliance.
Ghost delivers a massive, real-time breakdown of Crown Prince Mohammed bin Salman's historic White House visit with President Trump, calling it the most consequential U.S.–Saudi meeting in generations. He tracks every detail of the day—F-35 and F-22 flyovers, the investment announcements, the unusual schedule, the symbolism, and the trillion-dollar commitment that signals a deep strategic realignment. Ghost lays out how Vision 2030, semiconductor reshoring, rare-earth partnerships, LNG expansion, and a new wave of American manufacturing all interlock into a single, long-term plan to secure the next era of global power. He dives into Arab News messaging, analyzes Saudi media signals, explains why the Saudis are diversifying beyond oil, and even breaks down the architectural ambitions reshaping Riyadh. From the UN's Gaza stabilization force to Sudan's civil war, from U.S. troop placement to global supply-chain engineering, Ghost follows the geopolitical threads connecting the Middle East, Asia, Africa, Latin America, and Washington, arguing that we're watching the formation of a new golden age built on U.S.–Saudi partnership and Trump's economic vision.
Ashe in America and Jackie Espada return after a GART break with a powerful, wide-ranging episode that dives straight into the stories shaping America's future. From Noah Harari's chilling statements on surveillance, data ownership, and the manipulation of human behavior, to the explosive rise of wearables like the Oura Ring and what biometric tracking really means for personal sovereignty, the hosts unpack how global elites use narratives to engineer compliance. Ashe and Jackie also explore the unfolding debate around H1B visas, Trump's controversial comments, and the long-term consequences of globalization hollowing out American talent. They analyze Alaska's massive LNG developments, the rescinding of restrictive energy regulations, and how U.S. dominance in energy is quietly being restored while the media obsesses over Epstein and H1B outrage cycles. With sharp cultural insight, deep policy breakdowns, and their signature blend of humor and straight talk, Ashe and Jackie illuminate why America's momentum is accelerating, and why the establishment can't keep up.
The sanctions loophole allowing EU countries to import Russian LNG, the climate knowledge gap left by war, and the EU's largest rare-earth magnet factory… right on Estonia's Russian border. Later: inter-European high-speed rail travel, reducing the carbon footprint of cement, French reforestation and UK wine. + LNG report https://shorturl.at/nj93t + Cement report https://shorturl.at/qeXYY + ?maca=en-podcast_inside-europe-949-xml-mrss
Geopower, Energy Realpolitik with Todd Royal - The stakes extend far beyond municipal governance—this election signals how urban energy policy, infrastructure resilience, and geopolitical considerations (from LNG supply to semiconductor-driven data-center demand) are now front-and-centre in big-city contests. With McKinney-based data centre expansions and grid load forecasts pointing to...
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