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Am Wochenende wird in Mecklenburg-Vorpommern ein neuer Landtag gewählt, und im Wahlkampf dreht sich viel um ein Thema: die Wirtschaft. AfD-Kandidat Holm wirft Ministerpräsidentin Schwesig vor, das Land heruntergewirtschaftet zu haben, sie warnt umgekehrt vor einer wirtschaftsfeindlichen AfD-Politik. Wir schauen uns deshalb die Grundlagen an. Die Arbeitslosenquote liegt mit 7,8 Prozent über dem Bundesdurchschnitt, die Löhne unter dem Schnitt, die Wirtschaftsleistung von knapp 64 Milliarden Euro ist die kleinste im Osten. Gleichzeitig hatte das Land 2024 zusammen mit Bremen das höchste Wachstum aller Bundesländer. Markus Plettendorff erklärt, warum die Werften vom Sorgenkind zum zentralen Wirtschaftszweig geworden sind, was Rüstungsaufträge in Wismar, Konverterplattformen für Offshore-Windenergie bei der Neptun Werft in Rostock und das geplante Milliarden-Rechenzentrum der Schwarz-Gruppe bringen, welche Rolle die Häfen Rostock, Mukran und Lubmin als Handelstore für LNG, Wasserstoff und grünes Ammoniak spielen. Und warum trotzdem eine große Herausforderung bleibt: der Fachkräftemangel. Podcast-Tipp: "7 Tage wach - die Woche mit Schrag und Schröder": https://1.ard.de/7TageWach?cp
As tariffs, trade restrictions and geopolitical tensions reshaped LNG flows, sellers were pushed to find new buyers, buyers had to find new suppliers, and traders had to find new routes. Today, we look at how this shift reshaped U.S.-China LNG trade and whether the change is likely to stick.
Energy markets take center stage as crude oil, heating oil and RBOB grapple with major supply disruptions, refining constraints and an increasingly complicated geopolitical backdrop. On this episode of The Futures Rundown, Mark Longo welcomes back Brian Pieri, founder of Energy Rogue, for a deep dive into the wild action across the energy complex. Brian breaks down the disconnect between the physical and financial crude oil markets and explains why today's oil market feels like a volatile game of volleyball — with traders trying to keep crude in the air while waiting to see who eventually spikes it. They also explore the surge in heating oil and diesel, refining bottlenecks, RBOB, natural gas seasonality, LNG exports and the growing impact of AI-driven electricity demand. Plus, Mark and Brian run through the biggest weekly and year-to-date movers across futures, including energy, metals, agriculture and crypto. Then it's time for the Futures Free-for-All, with listener questions on USO vs. XLE, the challenges of futures-based energy ETFs, memories of crude oil's historic plunge below zero in 2020, and the outlook for nuclear power and uranium.
As surging demand from artificial intelligence (AI) data centers, power generation, reshoring manufacturers and global LNG exports pushes North America's energy needs to record heights, natural gas midstream infrastructure in the United States is hitting a critical wall. While the Interstate Natural Gas Association of America (INGAA) projects a need for 25,000 miles of new pipeline by 2050 — even under a low-carbon scenario — long-standing regulatory hurdles, litigation and supply chain delays threaten to constrain critical markets, which could lead to greater natural gas price volatility. In this episode of Hub & Flow, NGI's Christopher Lenton sits down with INGAA CEO Amy Andryszak to dissect the key drivers and obstacles shaping the future of North American energy transport. From legislative changes and regulatory reform, to navigating steel tariffs and intense competition for natural gas turbines, the discussion outlines what it would take to build the infrastructure required to fuel the continent.
In this episode of The PDB Afternoon Bulletin:• New details emerge about a secret U.S. meeting with Yemen's Iran-backed Houthis, held as fighting between the militants and Saudi Arabia sharply escalates.• U.S. officials investigate cyberattacks targeting oil and LNG tankers bound for American ports, including whether Iran may be behind the attacks.To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com.Please remember to subscribe if you enjoyed this episode of The President's Daily Brief.YouTube: youtube.com/@presidentsdailybriefEthos: Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at: https://ethos.com/PDB Superpower: Head to https://Superpower.com and use code PDB at checkout for $50 off your membership. Get 150+ biomarkers tested every year plus a personalized health plan and on-demand care team. Detect early signs of 1,000+ conditions. #superpowerpodThanks to today's sponsor, Spring Sleep: eXciteOSA is an FDA-cleared, prescription-only device for primary snoring and mild obstructive sleep apnea. Go to https://springsleep.com/PDB and unlock 20% off with the code PDB.
In the podcast hear how our verbatim play OCTOBER 7 is coming to Northwestern University. The play is drawn 100 percent from interviews with survivors. No invented dialogue. The OCTOBER 7 play has already played Off-Broadway, Princeton, UCLA, Bowdoin, and the Kennedy Center. The New York Post called it “spellbinding… powerful and a sanctuary for truth.” If you are in Evanston, or know someone who is, this is the night to be there. Please buy your ticket from the link below or forward to someone you know who really needs to hear the truth.And talking of the truth - you need to know that the same crowd who spent years treating Fracking as an existential threat is now lining up against AI and data centers. The faces, the funding channels, and the sudden moral panic look familiar. Watch this week as we expose the progressives who cheered Big Tech when it was throttling conservative speech and amplifying official COVID messaging have flipped the script now that those who own the technology companies have moved a little to the right.And speaking of fracking, the viral image from Josh Fox's documentary - Gasland—the man lighting his tap water on fire—was sold as proof that fracking poisons wells. In response we made the documentary, Fracknation(linked below).We taped what happened when Phelim asked Fox about it. Fox admitted he knew people in those areas could light their tap water decades before any modern fracking. He left that out of the film because it was “not relevant.” Watch proper journalism in action on this week's show.Unfortunately our home country of Ireland bought the anti-fracking story and banned fracking in 2017 and imports of fracked gas in 2021. Last year the government quietly dropped the import ban while approving a floating LNG terminal. Almost no one noticed because the media barely mentioned it. Now Dublin is “seriously considering” a long-term deal to import the exact same commodity from New Mexico instead of developing their own gas supply under Irish rules, Irish royalties, and Irish oversight.Meanwhile in Crazy California, high-school students are collecting more perfect 4.0 GPAs than ever. University of California applicants reporting straight A's have doubled in a decade. But state tests tell a different story, we bring you the truth about how teachers are feeling pressure not to fail too many kids. Media screw-ups like those we expose on the show are the reason we launched the Shillman Journalism Prize. Are you under 25 and have a story the media ignored or botched coverage of? Do you like causing trouble with the truth? Your story could be worth as much as $10,000. Apply through the link below. And watch till the end where we remember those who died in the 9/11 terror attacks, 25 years ago. We show you the work of our good friend, singer John Ondrasik of Five For Fighting. He composed the theme for our Gosnell movie. In 2001 he performed his song, “Superman” at the historic Concert for New York at Madison Square Garden, we include his live performance, 25 years later. *****************************************************To buy tickets to OCTOBER 7 the play in Chicago:https://tinyurl.com/4bb25ahf For more information about OCTOBER 7 the play. https://october7theplay.com For more information about the Shillman prize: https://tinyurl.com/c38kzxht To Donate: https://tinyurl.com/2dcraj7m To watch the full Fracknation documentary:https://tinyurl.com/3z76tsde Projects You Need to Check Out: https://unreportedstorysociety.com/our-projects/To read Substack: https://tinyurl.com/8tn9wkvs Ann & Phelim SocialsPhelim's X: (https://x.com/PhelimMcAleer)Ann's X: (https://x.com/annmcelhinney)USS SocialsInsta: (https://www.instagram.com/unreportedstorysociety/)Facebook: (https://www.facebook.com/TheAPScoop/)X: (https://x.com/AP_Unreported)*****************************************************
As you may know, Gastech is currently underway in Bangkok, Thailand. To help us get a sense of the on-the-ground takeaways and sentiment, we had the pleasure of hosting our good friend Martin Houston. Martin is a longtime energy industry leader with decades of global experience. He currently serves as Chairman of Omega Oil and Gas, a Non-Executive Director of Energean, BUPA Arabia, CC Energy, and Singapore GasCo, and a Senior Advisor at Moelis & Company. Martin previously co-founded Tellurian, where he served as Executive Chairman until the company's sale in 2024, and spent 32 years at BG Group, serving as Chief Operating Officer and Executive Director. Mark Castiglione is also attending Gastech and joined us for today's session. We were thrilled to host Martin and hear his perspectives on the global natural gas and LNG outlook, Asia's growing energy needs, and beyond. In our conversation, Martin and Mark share key themes emerging from Gastech, including energy security, affordability, and reliability, Asia's role as the primary engine of global energy demand growth, and a more pragmatic approach to decarbonization. They discuss how Asian policymakers and industry leaders are focused on securing the affordable and reliable energy needed to support economic growth and rising power demand. We explore the global natural gas and LNG outlook, the growing importance of resilience and diversity of supply, the push to advance new U.S. FIDs, and the potential for continued demand growth in increasingly price-sensitive markets such as China. We examine the intersection of energy and geopolitics, including growing government intervention in energy markets, the possibility of Russian natural gas eventually returning to Europe, U.S. natural gas resource depth, and significant gas development opportunities in Australia and Indonesia. We discuss ASEAN grid connectivity and the region's increasing focus on energy diversification and cooperation, Iran and the Strait of Hormuz, European gas storage levels, and potential surprises for global energy markets. Martin highlights growing investment in infrastructure “workarounds” to the Strait that could reshape regional energy flows and expresses optimism that global natural gas demand and supply could ultimately surprise to the upside, despite continued geopolitical uncertainty and volatility. We greatly appreciate Martin for joining us during a very busy week in Bangkok. In our upfront discussion, Mike Bradley noted that the primary themes in our lead-ins over the past several weeks have been elevated U.S. interest rates, heightened volatility in global oil markets, and below-average European natural gas storage levels. This week, however, another risk entered the spotlight: the AI-driven market scare, which has contributed to increased volatility and negatively impacted U.S. equity markets. In fixed income, the 10-year Treasury yield pushed above 5% for the first time since 2007. Markets are focused on Wednesday's FOMC meeting, with a 25-basis-point rate increase broadly expected and investors watching Chairman Warsh's comments for signals on inflation and further hikes. In energy, WTI rose to ~$103–$104/bbl, partly reflecting damage to Saudi Arabia's ~5 MMBpd East-West pipeline system. U.S. retail diesel prices have climbed to ~$6.25/gal, fueling debate over potential export restrictions. European natural gas prices also rose to ~$28/MMBtu, up ~200% year-to-date, as concerns persist over rebuilding storage ahead of winter. Mike wrapped by highlighting growing AI-related concerns, which contributed to a ~500-point decline in the DJIA. Recent comments from Anthropic's CEO have raised questions in the minds of investors about the longer-term growth trajectory of the Mag 7 and the industrial, utility, and energy companies benefiting from the AI infrastructure build-out. We hope you all enjoy the discussion as much as we did. Thanks again to Martin for joining and our best to you all!
Fed może dziś podnieść stopy procentowe po raz pierwszy od ponad trzech lat. Sprawdzam, co to oznacza dla dolara, obligacji i giełd oraz dlaczego droga ropa, gaz i diesel znowu podbijają ryzyko inflacyjne.W odcinku także:dlaczego polskie magazyny gazu zapełnione w 98 proc. nie oznaczają pełnego bezpieczeństwa,jak Europa uzależniła się od globalnego rynku LNG,co może dziś powiedzieć Ursula von der Leyen w orędziu o stanie Unii,które dane makro mogą poruszyć rynkami,oraz gdzie naprawdę jest dziś projekt Port Polska.O lotnisku, kolei i terminie 2032 rozmawiam z Katarzyną Kapczyńską z „Pulsu Biznesu”.Na początek także 34. rocznica Czarnej Środy — dnia, w którym Wielka Brytania przegrała walkę o funta, a George Soros zarobił fortunę.PB BRIEF — najważniejsze wydarzenia dla przedsiębiorców i inwestorów, zanim zacznie się dzień.
In this episode of the International Risk Podcast, host Dominic Bowen is joined by Dr. Holly Bell, economist, former professor and academic administrator at the University of Alaska Anchorage, and author of the geopolitical novel Occupied Alaska. Holly shares the real events that inspired her book, drawing on her own work opposing a proposed $43 billion Chinese-backed gas pipeline deal in Alaska, and explains why economic dependence on foreign capital, technology and infrastructure can constrain a nation's sovereignty just as effectively as military force.We discuss:How a 2017 agreement between Alaska and a Chinese state-linked company for a $43 billion LNG project became the basis for a speculative novel about foreign occupationWhy economically unviable infrastructure deals can still attract foreign investment, and what predatory lending terms reveal about the true intent behind themHow debt-trap dynamics that have played out in Sri Lanka and Djibouti could realistically unfold within a U.S. stateThe accumulation risk of individually rational investments in energy, agriculture and finance, and how they can combine into a national security threatWhy Alaska's abundance of rare earths, oil, gas and proximity to Russia make it strategically indispensable, and strategically vulnerableThe structural disadvantage democracies face when competing against authoritarian states that plan in decades rather than election cyclesHow economic leverage translates into political influence, from campaign financing to land use regulationWhat current developments, including foreign interest in U.S. data infrastructure, reveal about where these risks are heading nextThe International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical instability and organised crime to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.Tell us what you liked!
Ahead of Gastech 2026, host Danielle Martin speaks to Ben Dell, Chairman of Caturus, in the latest episode of the Energy Connects Podcast to discuss the company's landmark final investment decision (FID) on Commonwealth LNG and the strategy driving its integrated wellhead-to-water model. With significant project financing secured, growing upstream production and a clear focus on execution, Dell shares how Caturus is building a fully integrated gas value chain to deliver reliable, competitive LNG to global markets. The conversation explores evolving LNG demand, investor confidence in natural gas, the role of US LNG in supporting energy security and decarbonisation goals, and the key milestones ahead as Commonwealth LNG progresses through construction.
Australia is one of the world’s biggest LNG exporters, so why could the east coast face gas shortages later this decade? Host Mandy Drury speaks with CommBank Head of Commodities and Sustainable Economics Vivek Dhar about why east coast gas prices have nearly tripled over the past decade, the infrastructure constraints threatening future supply and what a proposed domestic gas reservation scheme could mean for prices. They unpack why Sydney and Melbourne face a very different outlook to Brisbane, the potential solutions to keep gas prices lower and why gas remains an important part of Australia’s transition to renewable energy. Plus, CommBank Economist Lucinda Jerogin shares the key focuses for markets in the week ahead. Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au. No Reliance This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. Liability Disclaimer The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast. Usage of Artificial Intelligence To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.See omnystudio.com/listener for privacy information.
[깊이 있는 경제뉴스] 1) 대미투자 1호 LNG 발전소로 확정.. 원전 8기도 논의 2) 환율 급락에 국민연금, 환헤지 중단하고 달러 매수 3) chatGPT 아스트라, AGI급 성능에 속도조절론 ↑ - 김치형 경제뉴스큐레이터 - 연합인포맥스 정지서 기자 - 이코노미스트 라예진 기자
Welcome back to the vlog. Today, we are staging an exhaustive, macro-analytical conversation with political theorist and author Benjamin Studebaker to unpack his recent landmark intervention in Isonomia Quarterly: "Trade Wars or Social Wars?"While modern political commentators treat the rising economic friction between the United States and its Western allies as a series of isolated commercial disputes, Studebaker argues that these tensions are deeply structural. Ever since successive U.S. administrations (from Obama to Trump and Biden) deliberately disabled the World Trade Organization by blocking appointments to its appellate body, the rules-based international order has fragmented into raw bilateral coercion.Under the second Trump administration, this geopolitical strangulation has accelerated. Allies are being forced to subsidize the U.S. military-industrial base and domestic shale oil industry by purchasing overpriced American weapons and liquefied natural gas (LNG). Paradoxically, European leaders like Emmanuel Macron and Keir Starmer are selling this massive defense buildup to their domestic publics as a triumph of "European autonomy" from a volatile United States. In reality, Studebaker exposes this "Euro-Gaullism" as a complete illusion: it actively Americanizes the European continent by forcing states to gut their social welfare programs to accommodate defense spending, keeping them trapped inside the NATO command structure.We recontextualize this crisis using an ancient historical framework: The Roman Social War. Unlike a civil war (fought among citizens) or a war of national independence, a social war is fought between a dominant empire and its own allies to reconfigure the legal and standing terms of their integration.We apply this structural lens to the major flashpoints of 2026:The Global Imbalance of Capital: Utilizing the insights of Michael Pettis and Matthew Klein (Trade Wars Are Class Wars), we track how global systemic friction is driven by states hyper-optimized for production (like China suppressing domestic wages) relying on consumers of last resort (the highly financialized, debt-leveraged United States).The Autarky Illusion: Why modern progressive demands for deep-green decoupling or monetary "money printing" (MMT) operate as dangerous, inward-looking hallucinations that ignore the thermodynamic realities of global supply chains and international court constraints.The Death of Left Populism: A critical post-mortem on why municipal socialist experiments—from Zohran Mamdani in New York City to Brandon Johnson in Chicago—fundamentally flatline when confronting the hard borders of the municipal bond and real estate markets.Benjamin Studebaker's books, The Chronic Crisis of American Democracy and Legitimacy and Liberal Democracies, are out now in affordable paperback from Edinburgh University Press. Challenge the localized delusions, map the world system, and protect your peace.Link:https://benjaminstudebaker.com/2026/06/03/trade-wars-are-social-wars/Send us Fan Mail Musis by Bitterlake, Used with Permission, all rights to BitterlakeSupport the showCrew:Host: C. Derick VarnIntro and Outro Music by Bitter Lake.Intro Video Design: Jason MylesArt Design: Corn and C. Derick VarnLinks and Social Media:twitter: @varnvlogblue sky: @varnvlog.bsky.socialYou can find the additional streams on YoutubeCurrent Patreon at the Sponsor Tier: Jordan Sheldon, Mark J. Matthews, Lindsay Kimbrough, RedWolf, DRV, Kenneth McKee, JY Chan, Matthew Monahan, Parzival, Adriel Mixon, Buddy Roark, Daniel Petrovic,Julian, Drea, Free Beer
In de Duitse deelstaat Saksen-Anhalt behaalt de Alternative für Deutschland een historische verkiezingszege met 43,8% van de stemmen en wordt veruit de grootste partij. De CDU van bondskanselier Merz halveert naar 17,2%, waardoor de vorming van een nieuwe Landesregierung en de keuze voor een minister-president nu volledig in het teken staan van de vraag hoe om te gaan met een partij die door veiligheidsdiensten als extreemrechts wordt bestempeld. In Kiev spreken Amerikaanse gezanten Steve Witkoff en Jared Kushner met president Zelensky na eerdere gesprekken met Poetin in Moskou, maar een doorbraak richting een einde van de oorlog blijft uit. Volgens Witkoff zijn er ‘bemoedigende aanknopingspunten’, maar grote hindernissen rond grondgebied en veiligheidsgaranties maken dat Oekraïne, Rusland, de VS en Europese landen voorlopig alleen afspreken verder te praten. Minister van Klimaat en Groene Groei Stientje van Veldhoven waarschuwt voor sterk oplopende gasprijzen bij een strenge winter, terwijl het kabinet overweegt het vuldoel van 80% voor gasopslagen te verlagen. Energie-expert Rene Peters van TNO wijst op Europese solidariteitsverplichtingen en adviseert huishoudens een langetermijncontract af te sluiten, omdat de wereldmarkt voor LNG en concurrentie met landen als Duitsland en Engeland de prijs verder kunnen opstuwen. 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.
+++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wiederwasgelernt +++ Im Sommer verwandelt die Ukraine Russlands wichtigste Geldquelle in eine strategische Schwachstelle: das Ölgeschäft. Sie greift Raffinerien, Öltanker und Pumpstationen an. Der Kreml verliert wichtige Einnahmen. Selbst in Moskau wird das Benzin knapp. Dasselbe könnte die Ukraine mit russischen LNG-Lieferungen machen. 15 Flüssiggas-Tanker halten Russlands LNG-Export am Laufen. Das wichtigste Terminal im hohen Norden kommt allmählich in Reichweite ukrainischer Drohnen. Doch es gibt ein Problem: Europa. Moderation? Christian Herrmann Sie haben Fragen? Schreiben Sie eine E-Mail an podcasts@ntv.de Sie möchten "Wieder was gelernt" unterstützen? Dann bewerten Sie den Podcast gerne bei Apple Podcasts oder Spotify. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, melden Sie sich hier: datenschutz@julep.de
Mike watches politicians shrug as Canada's best and brightest leave. Energy expert Robert Bryce on the growing AI backlash and LNG opportunities. Cattle farmer Rod Carlyon on why beef prices have hit the roof. Plus, another black eye for the media in the Goofy.See omnystudio.com/listener for privacy information.
The Appalachian Basin is entering a pivotal new phase driven by power generation demands — including from data centers for artificial intelligence. The call on natural gas is surging and generating growth for the region for the first time in years. At the same time, however, infrastructure bottlenecks continue to create regional basis discounts and are preventing abundant natural gas from reaching the Northeast and reducing volatile prices there. In this episode of Hub & Flow, NGI's Jamison Cocklin and Christopher Lenton sit down with Jim Welty, President of the Marcellus Shale Coalition, to break down the key priorities, challenges and opportunities shaping the Marcellus and Utica shales. From addressing pipeline constraints and long-haul transport to examining the potential for regional data center development and local LNG export facilities, the conversation highlights what lies ahead for Appalachian energy dominance.
Between shrinking pools of specialist capital, growing political risk, and a sector that now spans everything from LNG to renewables, telling a clear and compelling energy story can be tricky. In this episode of Winning IR, Mark Fasken speaks with Megan Light, a 20-year energy IR veteran, about what it takes to run a high-performing IR program in one of the most dynamic sectors in the market. Drawing on her experience across upstream, midstream, LNG, and renewable natural gas, Megan shares the practical strategies she uses to cut through the noise, expand her investor base, and earn a seat at the table. Listen to the full episode to learn more about: How reputation, political risk, and a shrinking specialist investor pool have reshaped energy IR How to tell a simple story in an industry that is anything but How Megan's team plans and runs NDRs entirely in-house, and the access that buys them Why Megan writes disclosures with AI in mind and what that means in practice Winning IR is brought to you by Irwin. For more winning ideas, subscribe to Winning IR wherever you get your podcasts.For more information, visit getirwin.com/winning-ir
Today we had the pleasure of hosting Todd Abbott, Chief Executive Officer of Tamboran Resources, and Dick Stoneburner, Chairman of Tamboran's Board, for a conversation recorded on location in Daly Waters, Northern Territory, Australia, a town of roughly 55 people. Tamboran holds approximately 2.8 million net acres across the Beetaloo Basin, and Todd estimates the basin contains roughly 200 Tcf of recoverable gas, enough to support 5 to 6 Bcf per day for a century. The company is dual-listed on the Australian Securities Exchange and the New York Stock Exchange. We recorded on Tuesday morning Australia time this week as part of the company's first gas celebration at the Shenandoah 2 pad. In our conversation, Todd explains why a resource of this scale and duration is unique globally, in a region with rising demand and declining domestic supply, and in a country that has supplied LNG to Asia since 1989. He describes the Northern Territory as the most supportive regulatory regime he has worked with, including Texas, with a high bar on standards paired with real support in clearing them. We explore Tamboran's various strategic partnerships, including Liberty Energy, Helmerich & Payne, and Baker Hughes, all of which are investors in the company. We also discuss INPEX's recent farm-in to the Daly Waters joint venture. Todd covers the company's cost structure in the field and also discusses gas prices which are roughly three times U.S. levels. As we wrapped up with Todd, we touch on the growing inbound interest from multinationals to Asian gas utilities, and his view that timing, not geology, is the biggest uncertainty he cannot control. A theme throughout the discussion with Todd was his comparison of this new shale development to others he has seen in his 25-year career. Dick then takes us under the hood on the subsurface. At roughly 1.4 billion years old, the Beetaloo is the oldest petroleum system in the world, deposited when only a single life form existed, leaving 150 meters of continuous thermogenic shale from that one organism type. He describes petrophysical characteristics most comparable to the Marcellus and superior to it in many areas, and early well behavior that appears genuinely different, including one well on incline at the tail end of a 90-day test with no surface changes. He also walks us through how Tamboran found the over pressured areas, moving 60 miles south into the deepest part of the basin. We close with well spacing at Shenandoah 2, the beneficial use of gas allowance that lets Tamboran produce ahead of a formal production license, and the milestones Dick is watching, principally the first real decline curves and the testing of additional landing zones. Dick has been involved with the company since 2014 and, as a result, offers a phenomenal historical perspective. Mike Bradley opened the discussion by noting that Treasury yields moved higher across the curve this week, with the 10-year Treasury yield rising to 4.8% and the 30-year Treasury yield exceeding 5.25%. The increase in yields was driven primarily by Federal Reserve Chairman Kevin Warsh's more hawkish tone at last week's Jackson Hole Economic Symposium, which prompted investors to scale back expectations for future interest rate cuts. Turning to the broader equity market, he highlighted that the S&P 500 declined ~1% this week, pressured by higher oil prices and rising bond yields. With second-quarter earnings season largely in the rearview mirror, investor attention is increasingly shifting toward the September 16 FOMC meeting and the upcoming U.S. midterm elections. Turning to oil markets, WTI crude oil prices increased ~$6/bbl (to ~$90/bbl) this week amid renewed conflict between the U.S. and Iran. Mike noted that the biggest development in the oil market this week was the announcement of a 65-billion-barrel oil agreement between the U.S. and Venezuela. Turning to natural gas, European prices continued to move higher this week, reaching ~$25/MMBtu (up over 165% year-to-date). The primary driver remains concern over whether European storage inventories can be replenished to "minimum" required levels before the start of the winter heating season in November. The energy sector advanced ~3% this week, supported primarily by stronger crude oil prices. Mike noted that M&A and strategic deals were a major theme across the energy and electricity complex, with four significant deals/transactions announced this week: SLB's acquisition of Kelvion for ~$4.0 billion; ONEOK's acquisition of Brazos Midstream for ~$4.4 billion; Comstock Resources' $1.65 billion cash transaction with SOCAR; and Fervo Energy's 396-megawatt power purchase agreement (PPA) with Google. Mark Castiglione also joined the conversation, and with the help of Albert De La Portilla, he will be spending roughly a week in the Beetaloo basin understanding all the aspects of the play. The Tamboran team could not have been better hosts, and we sincerely appreciate this opportunity.
Back in 2018 we made the decision to invest in Lake Charles Louisiana. The thesis behind investing in this market is that the community is at the epicenter of a network of natural gas pipelines. Like some things in the energy industry, the timelines can be long and major projects often get delayed. As a result, not all of our projects in Lake Charles have gone as planned. The south coast of the US is blessed with a lot of oil and natural gas. In fact, there is so much natural gas that US prices for natural gas are consistently among the lowest in the world. There are lower prices in the middle east in there Persian Gulf, but these are often government subsidized prices. So anywhere you have very low energy costs, you will find energy intensive industries setting up shop. This is why most of the LNG plants in the US are along the gulf coast. You will also find petrochemical plants than manufacture chlorine for swimming pools, fertilizer plants, ethane crackers for manufacturing polyethylene, to name just a few.Let's go through an inventory of the current projects that are underway in this small town. There is the Louisiana LNG project where the first phase of the project consists of a $17B investment. There is the Venture Global CP2 facility which is a $32B investment. Then there is Commonwealth LNG which is a $12B project. The Cameron LNG project recently entered production and is now exporting 15M metric tons of LNG. The first phase of Venture Global is also in production and pumping out 12 million tonnes per year of LNG. Last week SpaceX announced their Louisiana Space port with Governor Landry in attendance. SpaceX plans nearly 30 launches per day from 10 launch pads once the spaceport is fully built out. This $100B investment will bring 10,000 permanent jobs to the area. But if you are going to be launching a lot of rockets into space, you will also need a ready source of propellant. SpaceX uses natural gas and oxygen as the propellants involved in the reaction. They need a few things to build a launch site on this scale. They need to be south facing with ready access to a coastal area to the south. They need a massive supply of natural gasThey need about 125,000 acres that are far from population centres so as not to interfere with residents. This location in Vermillion Parish in Louisiana is almost exactly equidistant between Lafayette Louisiana and the location of our property in Lake Charles. Now the market conditions seem to point to bringing a new apartment project into our construction pipeline. We are actively getting quotes and arranging financing for this project. We don't know what the future holds. After all, we live in an unpredictable world. But if the current demand persists, this project is going to make a lot of sense, not just for the next few years, but for the longer term outlook.-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
Keith Coyle, chief counsel at the Pipeline and Hazardous Materials Safety Administration, returns to the Pipeliners Podcast to walk through the agency's rulemaking priorities under the current administration. He and host Russell Treat cover changes to how PHMSA drafts and reviews rules, a faster format for Pipeline Advisory Committee meetings, and the status of several active rulemakings, including class location changes, LNG facility regulations, and breakout tank inspections. Visit PipelinePodcastNetwork.com for a full episode transcript and detailed show notes with relevant links and definitions to insider terms.
The podcast is back after the summer break! Peter and Jackie begin with the escalating U.S.–Canada trade war, including renewed calls to use Canadian energy exports as leverage by reducing exports or imposing tariffs. Both approaches would hurt Canada more than the United States. They also discuss Canada's new counter-tariffs, which take effect on September 8. Next, they examine oil markets as the Strait of Hormuz closes again. With tanker traffic low and difficult to track, and refined-product markets tight, uncertainty remains high, with risks seemingly skewed toward higher oil prices in the near term. They also discuss growing opposition to data centres, including permitting pauses in several U.S. states and local concerns about Meta's planned development in Sturgeon County, Alberta. Peter and Jackie then review Canadian LNG and oil pipeline developments from over the summer. Finally, Graeme Edge, founder and CEO of Energy Disruptors, joins the podcast to preview the conference taking place in Calgary on September 28 and 29. Content referenced on this podcast: CAPP Data Hub and the specific Data Book titled “Canadian Imports of U.S. Crude Oil, Natural Gas, and Refined Products” ARC podcast on the Impacts of Tariffs on Canadian Oil and Gas from January 14, 2025 List of products from the United States subject to counter-tariffs effective September 8, 2026 - Canada.ca Calgary Herald article that Anthropic, maker of Claude, is looking to put boots on the Ground in Alberta (August 20, 2026) Alberta Premier Smith video on six common questions on AI data centers Montana Revokes Bridger Pipeline Waiver After Legal Challenge, Pipeline & Gas Journal, July 29, 2026 The Pipeline Comes First, Studio.Energy, August 25, 2026 Energy Disruptors conference information Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas Podcast Apple Podcasts Amazon Music Spotify
Enerji ve teknoloji alanlarında iş yönetimi danışmanlığı faaliyetlerinde bulunan, multidisipliner kamu politikaları üreten Glocal Grup Danışmanlık'ın sunduğu Varsayılan Ekonomi'nin yeni bölümünde, Bahadır Çelebi moderatörlüğünde Ekonomist Enes Özkan ve Enerji Uzmanı Eser Özdil; kış yaklaşırken enerji piyasasında yaşanan fiyat hareketlerini, yeni SPK düzenlemelerini ve gündemdeki diğer ekonomi gelişmelerini değerlendiriyor.https://groupglocal.com/contact/ #reklam #işbirliği00:00 Giriş00:30 Glocal Gropu'a teşekkürler01:00 ABD-İran ve Rusya-Ukrayna Savaşları devam ediyor, enerji piyasasına etkisi de02:05 Hürmüz Boğazı'ndan açıklanandan daha fazla petrol nasıl geçebiliyor08:40 Çavuşesku'nun Termometresi'ni niçin paywall'un arkasına aldık09:25 Karadeniz'de gemilerin mi battı sözü artık gerçek: Rusya-Ukrayna Savaşı15:30 Hürmüz Boğazı tamamen açık olsa bile İran'ın satacak ne kadar petrolü var17:25 Rusya'da benzin sıkıntısı ve maruz kalma etkisi21:00 Avrupa ve Almanya'nın kışı geçirecek LNG'si var mı28:20 Doğal gaz fiyatlarındaki artış, Türkiye'yi şu anda bile etkiliyor29:30 İran doğal gaz kontratımız Temmuz 2026'da bitti, yenisini yapmadık33:30 İran'dan aldığımız gaz yok aslında, İran üzerinden aldığımız Türkmenistan gazı vardı35:50 Karadeniz'de bulduğumuz 1 trilyon dolarlık gazın son durumu ne41:05 Karadeniz'de bulunan gaz vatandaşın ödediği ücreti düşürecek mi (hayır)46:20 Doğal gaza zam gelme aylarının arka planı47:50 Merkez Bankası faizi indirmeye başladı ama asıl mesele ne49:30 Ekonomi gazetecilerine güven üzerine51:40 Reel sektörde durum söyledikleri kadar kötü mü53:10 Türk Lirası aşırı değerli54:05 Hükümetin zam politikası enflasyona göre ayarlı; verirken kaşıkla, alırken kepçeyle55:40 "Sıcak neyse de nem çok nem"56:10 SPK'nın son düzenlemesinin anlamı: piyasa bozuk ama yeterince değil⌨️━━━━━━━DAKTİLO1984 AİLESİNİN BİR PARÇASI OLUN!━━━━━━━⌨️
In this Daily Editorial, host Cory Fleck welcomes Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to break down the latest price action across the commodity complex and examine the key macro themes driving markets into the fall. Key Discussion Points Structural Commodity Shifts: Exploring how global supply chain securitization, regional fragmentation, and geopolitical friction are establishing higher baseline price floors across major sectors. Crude and Refined Products Divergence: Analyzing the disconnect between muted crude spot prices and tight forward curve backwardation, historical Strategic Petroleum Reserve drawdowns, and record-high diesel crack spreads. Natural Gas Pricing Disconnect: Examining the wide price spread between US Henry Hub pricing and surging European benchmarks facing seasonal storage lows and LNG capacity constraints. Base Metals and Copper Consolidation: Why rising energy and development costs alongside AI data center demand are driving producers toward corporate M&A rather than building new mines. Precious Metals Resilience: Assessing the technical strength and institutional managed money positioning supporting gold and silver following recent central bank commentary. Agriculture and Food Inflation: Evaluating crop yield impacts, Black Sea shipping disruptions, and the prospective influence of strong El Niño patterns on softs and grains. Click here to learn more about Bannockburn Capital Markets - https://www.bannockburnglobal.com/ ---------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
+++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wiederwasgelernt +++ Die deutschen Gasspeicher decken an kalten Wintertagen die Hälfte des deutschen Gasverbrauchs ab. Derzeit sind sie halb leer. Die Betreiber hinken dem Befüllungszeitplan um Wochen hinterher. Eine Ursache ist der Iran-Krieg. Die hohen Preise für Flüssiggas schrecken viele Händler ab. Sie wollen nicht zu teuer einkaufen und lagern. Einige scheinen sich aber verzockt zu haben. "Das sieht man", sagt Energieanalyst Andreas Schröder im Podcast. "Das Blödeste, was passieren kann, ist, dass sie jetzt teuer einspeichern und am 1. Oktober gibt es Frieden im Iran und die LNG-Preise purzeln." Die Lösung des Problems ist offenbar der Staat. Laute Warnungen vor einer Mangellage sollen ihn zum Eingreifen zwingen. Gast: Andreas Schröder, Energieökonom beim Londoner Analysehaus ICIS (Independent Commodity Intelligence Services) Moderation? Christian Herrmann Sie haben Fragen? Schreiben Sie eine E-Mail an podcasts@ntv.de Sie möchten "Wieder was gelernt" unterstützen? Dann bewerten Sie den Podcast gerne bei Apple Podcasts oder Spotify. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, melden Sie sich hier: datenschutz@julep.de
In an election year marked by energy policy, both New Zealand First and the Green Party are campaigning on breaking up the country's four gentailers, citing soaring household energy bills. Malcolm Johns, the CEO of gentailer Genesis Energy, joins Q+A, and previews the potential effects on bills if the government goes ahead with its promised LNG terminal. Join Jack Tame and the Q+A team and find the answers to the questions that matter. Made with the support of NZ on Air.
Willie Jackson: Labour's record on Māori issues Labour lost all but one of the seven Māori seats at the 2023 general election. This year, to rival a controversial tactic from Te Pāti Māori asking voters to engineer an overhang in Parliament, Labour says they want to win them all back. Willie Jackson, a front bench Labour MP and leader of the party's Māori campaign, joins Jack Tame to make his bid for the Māori vote. Should NZ break up the gentailers? Energy boss responds In an election year marked by energy policy, both New Zealand First and the Green Party are campaigning on breaking up the country's four gentailers, citing soaring household energy bills. Malcolm Johns, the CEO of gentailer Genesis Energy, joins Q+A, and previews the potential effects on bills if the government goes ahead with its promised LNG terminal. Election 2026: The new electorate that's 'got issues' Wellington Bays is the new name for what was the second-most left-voting electorate in the country in 2023. In the redrawn lines for Green MP Julie Anne Genter's electorate, residents are grappling with big water bills and a visible spike in homelessness. Reporter Whena Owen meets the candidates vying to take those issues on in parliament in this year's election. War in Iran: NZ must reset foreign policy - expert By some estimates, the war with Iran has now cost the United States more than 180 billion dollars. After peace talks broke down, US President Donald Trump this week announced a complete change in strategy: economic, rather than military, action. Professor Robert Patman from the University of Otago joins Jack Tame six months on from the start of the conflict. Join Jack Tame and the Q+A team and find the answers to the questions that matter. Made with the support of NZ on Air.
Massive volumes of natural gas are already converging on the Katy Hub and much more will be soon. A planned bidirectional header system is designed to help ease the flow of gas through that key aggregation and distribution point for gas bound for industrial, power-generation, and LNG export load.
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.
Chris Austin, president-North America for Explora Journeys, talks with James Shillinglaw of Insider Travel Report at this month's Virtuoso Travel Week in Las Vegas about the impact of Explora III, the luxury company's third of six planned ships. Austin details what's different about Explora III, including is slightly larger size, new suites, a new seventh restaurant, a new wine bar, and a change in the layout of the spa and fitness center. Most important is Explora III is the first LNG-powered ship in Explora Journeys' fleet. or more information, visit www.explorajourneys.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean, iHeartRadio, Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.
Send us your thoughts!The Strait of Hormuz crisis has reshaped the outlook for global energy markets, with uncertainty over LNG flows, European gas storage and geopolitical risk hanging over the months ahead.In this episode, we look at how the conflict has affected oil and gas markets, whether disruption through Hormuz has become a lasting feature of global energy trade, and why Europe could face a tight autumn and winter; particularly on price, even if outright gas shortages remained unlikely.The discussion also covers low European storage levels, the role of weather, market reactions to Donald Trump's interventions, and the wider geopolitical and energy risks facing Europe into 2027.Host: Snjólfur Richard Sverrisson – Editor-in-Chief, Montel NewsGuests:Elise Wu - LNG Correspondent, Montel NewsAmund Vik - Senior Advisor, Eurasia GroupBjarne Schieldrop - Chief Analyst, Commodities, SEBTobias Federico - Chief Analyst, MontelEditor: Alexandra CarlonProducer: Alexandra Carlon#StraitOfHormuz #EnergyMarkets #EuropeanGas #GasPrices #LNG #EnergyCrisis #EnergySecurity #OilMarkets #Geopolitics #EuropeanEnergy #GasStorage #WinterOutlook #Iran #EnergyTransition
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! 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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
Disney Cruise Line has announced a new class of three ships from Meyer Werft, each about 105,000 tons and carrying up to 3,000 guests, with two debuting in 2029 and a third in late 2030; the vessels will use battery systems and shore-power connections and are designed to run on hydrotreated vegetable oil and renewable methanol rather than LNG, slotting between Disney Wonder and Disney Wish for greater deployment flexibility. Norwegian Cruise Line will bring Norwegian Prima to Galveston for its first summer season in Texas, sailing seven-night round-trip Western Caribbean itineraries from April through October 2028 out of Cruise Terminal 16, with calls at Cozumel, Costa Maya, Roatan and Harvest Caye. And Oceanwide Expeditions positioned Hondius and Plancius in Greenland's Scoresby Sund for the August 12 total solar eclipse, holding both ships in Ofjord as totality arrived at 17:35 local time.
Two Ohio passengers face felony charges after an alleged attack inside a passenger cabin on August 15, 2026, in a case handled at Port Canaveral by the Brevard County Sheriff's Office; authorities did not identify the ship. Disney Cruise Line christened Disney Destiny at Port Everglades in Fort Lauderdale, with Broadway performer Susan Egan as godmother, ahead of a November 20 maiden voyage on four- and five-night sailings to The Bahamas and the Western Caribbean; the 144,000-gross-ton, LNG-powered vessel is the third in the Wish class. And Virgin Voyages' Valiant Lady marked five years since her July 1, 2021 delivery from Fincantieri's Sestri Ponente yard, a run that now points toward a 2028 Scandinavia and Baltic program introducing Amsterdam as a homeport.
Norwegian Cruise Line reshuffled two Hawaii itineraries as Tropical Storm Lala approached the islands, cutting short Pride of America's overnight call at Nawiliwili on Kauai and cancelling Norwegian Spirit's stops at Hilo and Kailua-Kona while the Coast Guard set Port Condition Zulu for Hawaii, Maui and Honolulu counties. Disney Cruise Line used its D23 presentation to reveal that Disney Believe, the fourth Wish-class ship now under construction at Meyer Werft in Papenburg, Germany, will center its Grand Hall on a bronze Moana statue flanked by Pua and Heihei, with the roughly 144,000-gross-ton, LNG-powered vessel due in service in late 2027. And in Greenland, Quark Expeditions guests aboard Ultramarine and Ocean Explorer watched the August 12, 2026 total solar eclipse from Harefjord, catching about two minutes and fifteen seconds of totality alongside science journalist David Baron and eclipse cartographer Michael Zeiler.
In this episode of the Smashi Business Show, we break down four stories reshaping the region's economy. Dubai's property market shows remarkable resilience, bouncing back to over 90% of normal transaction volumes just six weeks after regional tensions flared. Huda Beauty and Dubai burger joint DIME team up for a bold, unconventional PR campaign that's rewriting the marketing playbook. Qatar's economy faces its sharpest contraction in the Gulf as war disrupts LNG exports and forces deep spending cuts. And Anghami co-founder Eddy Maroun launches a $100 million platform to turn Arabic music catalogs into global entertainment franchises. Real estate, beauty, energy, and music, all in one episode.
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
British Columbia is a new hot spot for LNG export development. The first phase of LNG Canada is up and running; Phase 2 is nearing FID. Two smaller LNG export projects are under construction; and a 12-MMtpa (~1.6 Bcf/d) proposal may be sanctioned soon.
The global natural gas landscape is undergoing a profound structural shift as geopolitical volatility in the Middle East and the closure of the Strait of Hormuz trigger a severe supply shock across Asian markets. As key importing nations balance urgent fuel security against long-term net-zero commitments, the rising premium for energy supplies is redefining international trade routes and accelerating the need for new infrastructure. In this evolving market, natural gas continues to solidify its role as an indispensable transitional fuel bridging security and sustainability. In this episode of NGI's Hub & Flow, host Christopher Lenton sits down with former International Energy Agency Executive Director Nobuo Tanaka to discuss the emerging golden age for LNG. The conversation explores the systemic impacts of the Hormuz crisis on Asian buyers, Japan's evolving demand projections under its basic energy plan, the debate surrounding energy transition versus energy addition, and the commercial outlook for decarbonization technologies.
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
In this episode of The Wrap with Chris Whalen, Chris breaks down the 777 Partners bankruptcy — a sprawling collapse touching insurance, reinsurance, soccer clubs, and airlines that he says is a preview of how private credit ultimately unwinds: slowly, messily, and with fraud along the way. He explains why the contagion risk to insurance matters most for ordinary people, since firms like Apollo, Brookfield, and Blue Owl use insurance balance sheets to fund private credit strategies, leaving annuity and life policyholders exposed. Chris also digs into United Wholesale Mortgage, arguing the real problem wasn't the Two Harbors hedge but years of cash extraction and overvalued servicing assets — and what Oaktree's $1.5 billion rescue means now that "the grim reaper of Wall Street" is in the building. On markets, he describes a manic tape where cycles no longer exist, questions whether AI valuations survive Chinese competitors offering the same functionality at a tenth of the cost, and wonders whether Kevin Warsh will finally let the market take a hit. He then makes the case that the cooler CPI print is masking a genuine inflation problem: diesel is up roughly 35% since February, key industrial chemicals and LNG capacity was destroyed in the Iran conflict, and those input costs are rippling into food, housing, construction, and packaging. Finally, Chris explains why he thinks the gold and silver bull markets remain fully intact, and what the Byzantine Empire taught him about what happens when gold runs short.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links: The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ 777 Partners blog post: https://www.theinstitutionalriskanalyst.com/post/theira879 Twitter/X: https://twitter.com/rcwhalen Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 - Intro1:37 - 777 Partners bankruptcy: what the demise of private credit looks like3:56 - Does this accelerate the slow-motion train wreck?5:45 - Contagion risk to insurance: annuities, life policies, and private credit balance sheets7:36 - United Wholesale Mortgage, Mat Ishbia, and the Oaktree rescue10:44 - Oaktree, the "grim reaper of Wall Street," and stress in mortgage lending11:00 - DSCR loans and the rental-property workaround12:13 - Monetary Metals: earn a yield on your gold13:22 - Markets at records: "the numbers are too big"15:20 - The Warsh Fed: will bailouts end?16:05 - AI valuations, the price war, and Chinese competition17:36 - Inflation beneath the surface: input costs are exploding18:08 - Diesel up 35%, heating oil, chemicals, and the fall squeeze20:02 - Food prices, farmers, and the Iran war fallout22:39 - Spillover into housing, construction materials, and packaging24:19 - Gold's run higher and Chinese buying25:13 - Silver: a commercial trade, and the supply problem26:44 - The WGA precious metals top 25 list28:14 - Lessons from Byzantine monetary history29:38 - Parting thoughts: private credit surprises, the Middle East, and the midterms30:39 - Closing
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
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 ⛽
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
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