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The US and Iran are on the verge of a major deal aimed at reopening one of the world's most important shipping lanes. But even if an agreement is signed, how quickly can things return to normal? How soon can oil tankers and LNG shipments return to service? When might energy supplies begin to ease? And how long before drivers, businesses and households actually feel the benefit through lower prices? Markets may react within hours, but the real-world impact could take much longer.This is the latest episode of our weekly Power Players show. It's hosted by Rahul Tandon in the UK and our North America Business Correspondent Michelle Fleury in New York, in conversation with the BBC's Economics Editor Faisal Islam.Producer: Niamh McDermott Editor: Stephen Ryan Executive Producer: Justin Bones(Picture: People drive past an anti-U.S. billboard depicting U.S. President Donald Trump and the Strait of Hormuz, in Tehran, Iran, May 17, 2026. Credit: Majid Asgaripour/WANA - West Asia News Agency)
Brent råolie – Hormuz genåbner og spekulanter i panikHormuzstrædet på vej mod en genåbning af skibstrafikken efter aftalememorandum mellem USA og Iran. Brent spotpris falder mod $80, men massive udfordringer venter i normaliseringen af olieproduktion og transportlogistik. Trækket fra olielagrene vil fortsætte ind i september 2026. Vi fastholder prognosen for Brent i $93 for 3. kvartal og langsomt vigende mod $75 i 2. kvartal 2027. Diesel - Intet vedvarende prisfald under DKK 4,00Spotprisen for diesel er betydeligt lavere i dag end sidste måned. I vores øjne bør det ikke forveksles med, at prissikring af 2027 eller 2028 igen og snarligt kan ske til priser under DKK 4,00, eller nær prisniveauet fra før krisen. Normaliseringsprocessen efter et genåbnet Hormuz bliver lang, besværlig og fuld af massive udfordringer. Vi anbefaler prissikring med CAL27 og CAL28.. Naturgas - Europa halter i VM-kampen om LNG fra USAHvor hurtigt og i hvilket omgang Qatar genoptager LNG-eksporten til Asien bliver afgørende. Genåbningen af Hormuz mindsker dog presset og den globale mangel på LNG. Trods en uløst problematisk genopfyldning af Europas gaslagre til den kommende vinter betyder genåbningen af Hormuz, at vi sænker behovet for en højere europæisk gaspris dette efterår med €10 til €50.Læs hele analysen her.Vigtig investorinformation.
There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for generation capacity to meet soaring electricity demand. At the same time, the severe disruption to shipping traffic through the Strait of Hormuz has put security of supply at the top of every importer's agenda. In this special episode, recorded at Wood Mackenzie's Gas, LNG and the Future of Energy Conference in London, host Ed Crooks speaks with three guests about what these twin pressures mean for gas. They discuss demand for gas for power, the sources of supply that could provide energy security in volatile times, and plans for tackling the increased greenhouse gas emissions that could result from increased consumption.First, Ed sits down with Neal Kalita, senior director of global energy management at NTT Global Data Centers, one of the world's largest data center developers. Neal explains why "speed to power" is a priority, and why gas plays such a key role in providing the reliable 24/7 firm capacity hyperscaler clients require.Relying on gas as a key component of the power generation mix means managing a complex set of issues around supply security, demand management and long-term investment. Neal explains how NTT thinks about commodity risk, the trade-offs involved in power supply agreements, and why on-site gas generation may be not just a bridge solution but long-term infrastructure for the electricity system. He highlights the key drivers that are changing the data centre industry, including rising GPU power density, AI-driven volatility in load, and climate-related grid reliability concerns. He also discusses NTT's participation in a demand response programme run by Voltus, which helped stabilise the grid when Winter Storm Fern hit Virginia in January.Next, Ed hears from Keith Shoemaker, Chief Commercial Officer at Coastal Bend, which is developing a new LNG liquefaction project at Corpus Christi, Texas. Coastal Bend is aiming to have the first project in the US to integrate carbon capture and sequestration into its design. Combined with the procurement of upstream gas with low methane leakage and flaring, that should make for the lowest carbon-intensity LNG in the world, Keith says. Crucially, the project can match competitor prices without charging a green premium. The US 45Q tax credit will cover the operational spending (Opex) for the transport and sequestration of the carbon, and costs will be kept down by using brownfield maritime infrastructure that is already in place. Regulation will still be essential in creating a market for lower-emissions LNG. Keith sets out an idea for making that work in the EU: linking the new Methane Emissions Regulation with the Carbon Border Adjustment Mechanism to create an "avoided carbon" currency that LNG importers could use to offset CBAM fees on other products such as cement, steel and fertiliser. That way, the methane regulation would change from a stick to a carrot for the LNG industry.Kristy Kramer, Head of LNG at Wood Mackenzie, closes the episode by assessing how the three trends of AI demand, energy security and decarbonisation fit together. She discusses the big question: has the conflict on the Middle East changed the world completely, forever. It may play out like the Covid pandemic. Huge changes were predicted, and although there were some permanent impacts, in other areas the world has gone back to the way it was before. Politics will change from week to week, or even from hour to hour, but geology and economics don't, and over time the fundamentals will reassert themselves. Kristy and Ed reflect on what that means for the future of energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Welcome back to a Friday edition of What The Truck?!Malcolm Harris and Michael Vincent kick off the show with their signature banter before diving into some of the biggest stories shaping freight, transportation, and supply chain today.In this episode:* Amazon's latest move into the LTL market and what it could mean for established carriers* Craig Fuller's analysis of Amazon's freight strategy and whether acquisitions like Forward Air make sense* The Transportation Intermediaries Association's (TIA) push for FMCSA guidance following the Montgomery case* How rising liability concerns and insurance costs could impact brokers, carriers, and the future of the industry* The growing role of technology, compliance, and risk management in modern truckingPlus, Chief Business Development Officer Adam Kahn of Netradyne joins the show to discuss:* How safety technology is transforming fleet operations* Netradyne's partnership with one of the nation's largest Domino's franchise operators* The impressive 66% reduction in at-fault crashes following implementation* Driver coaching, AI-powered safety insights, and building a stronger safety cultureThe crew also talks freight fraud, cargo theft, supply chain AI, LNG export developments, entrepreneurship, and plenty of Friday fun along the way. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
Welcome back to a Friday edition of What The Truck?!Malcolm Harris and Michael Vincent kick off the show with their signature banter before diving into some of the biggest stories shaping freight, transportation, and supply chain today.In this episode:* Amazon's latest move into the LTL market and what it could mean for established carriers* Craig Fuller's analysis of Amazon's freight strategy and whether acquisitions like Forward Air make sense* The Transportation Intermediaries Association's (TIA) push for FMCSA guidance following the Montgomery case* How rising liability concerns and insurance costs could impact brokers, carriers, and the future of the industry* The growing role of technology, compliance, and risk management in modern truckingPlus, Chief Business Development Officer Adam Kahn of Netradyne joins the show to discuss:* How safety technology is transforming fleet operations* Netradyne's partnership with one of the nation's largest Domino's franchise operators* The impressive 66% reduction in at-fault crashes following implementation* Driver coaching, AI-powered safety insights, and building a stronger safety cultureThe crew also talks freight fraud, cargo theft, supply chain AI, LNG export developments, entrepreneurship, and plenty of Friday fun along the way. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
On one hand, we see increased oil tanker flows through the Strait of Hormuz. On the other hand, gas markets have had less luck getting LNG through the crucial chokepoint, setting the scene for a perfect storm of low storage injection rates, potentially higher El Niño cooling demand and slowing LNG supply growth. In this episode, we update you on the situation in the Strait and explain our view on gas. Speakers: Natasha Kaneva, Head of Global Commodities Research Otar Dgebuadze, European Natural Gas This podcast was recorded on June 12, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5334101-0 and https://www.jpmm.com/research/content/GPS-5331232-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Deirdra Garyk, longtime energy policy analyst and advocate, says this year's Global Energy Show was defined by a renewed sense of optimism, driven by greater policy certainty and a shift toward building major projects. She highlighted a new labour market outlook projecting roughly 72,000 energy-sector job openings by 2035, while warning that the industry's biggest challenge is not a shortage of workers, but a shortage of skills. Garyk also argued that growing demand from AI, LNG exports, and global energy security concerns is pushing the conversation away from an "energy transition" and toward a more pragmatic approach to “energy realism.”The Hub is Canada's fastest-growing independent digital news outlet.Subscribe to our YouTube channel to get our latest videos: https://www.youtube.com/@TheHubCanadaSubscribe to The Hub's podcast feed to get our best content when you are on the go:https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Want more Hub? Get a FREE 3-month trial membership on us: https://thehub.ca/free-trial/Follow The Hub on X: https://x.com/thehubcanada?lang=en CREDITS:Falice Chin - Host, Producer, and Editor Hosted on Acast. See acast.com/privacy for more information.
Three new U.S. LNG projects have reached a positive final investment decision this year: Venture Global's CP2 Phase 2, Caturus's Commonwealth LNG, and now, most recently, Delfin Midstream's Delfin LNG, which will be the U.S.'s first floating LNG project.
The California energy market has historically been defined by extreme contradictions: a regulatory push toward a renewable energy stack on one side, and total dependence on neighboring regions for physical natural gas molecules on the other. While a “perfect storm” early this spring pushed spot prices to historic lows across the state, a looming wall of structural shifts — from cross-border LNG exports to massive data center buildouts — is forcing traders to prepare for a future of unprecedented upside volatility. In this episode of Hub & Flow, NGI's Christopher Lenton sits down with veteran energy trader and NGI's Senior Vice President of Business Development & Client Support David Dutch to break down the complex web of infrastructure keeping California powered. The conversation untangles how three distinct supply basins — West Texas, the Rockies and Western Canada — simultaneously flushed the West with cheap natural gas, and why a hyper-reliance on regional hydro and renewables leaves the state acutely vulnerable to massive basis spikes. Dutch also pulls back the curtain on Mexico's Energía Costa Azul LNG export plant, explaining why a reversed pipeline flow below San Diego could soon send Southern California prices to the moon on peak demand days.
What a day on the EnergyNews Beat News Desk, we have 10 big stories for you, and as we were filming this, President Trump calls off the plans - wow, changed everything. David Blackmon's Energy Additions Stops by the Energy News Beat Stand Up as we used one of his stories on blackmon.substack.com.Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.As David and I were signing on to film the podcast, President Trump called off the strikes to take Kharg Island, and I am hoping this is to reposition assets and give some surprise to their capture. The oil markets dropped to $87. 94 for WTI, and this brings up the Paper trading versus the Physical delivery price of $140.1. Iran Geopolitical Crisis & Military StrategyThe hosts extensively discuss U.S.-Iran tensions, focusing on President Trump's shifting positions on military strikes and seizing Cargo Island. They analyze three phases of military action: (1) stabilizing oil prices by moving ships through the Strait of Hormuz, (2) degrading Iran's military capabilities, and (3) direct action inside Iran. A key point is that without “Venezuelan-style controls” on Iran's oil exports, hostile actors could profit significantly.2. Oil Markets & Strategic Petroleum Reserve (SPR)The podcast explores why physical oil prices exceed $140 while futures trade below $100. Key factors include China's reduced crude imports (4 million barrels/day reduction), alternative export routes bypassing the Strait of Hormuz (7-10 million barrels/day), and tanker truck alternatives. Critically, they warn that the U.S. SPR is dangerously low—only 6.1 weeks away from the safe operational level of 300 million barrels.3. Global Energy Infrastructure & Pipeline DevelopmentMultiple countries are building alternatives to the Strait of Hormuz to reduce Iran's leverage. Kuwait is negotiating pipelines with Saudi Arabia and UAE. Japan signed a major LNG deal. This reflects a broader theme: the world is reducing dependence on chokepoints Iran controls.4. U.S. Energy Policy & Data CentersGovernor Abbott's directive requires data centers in Texas to fund their own electrical infrastructure, protecting the grid. Texas is becoming the data center capital (second only to Virginia), with massive natural gas reserves in the Permian Basin to support expansion.5. Natural Gas Pipeline ExpansionKendra Morgan's Gulf Express pipeline expansion will come online soon, preventing flaring and enabling 4.5 BCF of new Permian outbound capacity by 2026—a significant development for energy markets.6. Banking & Investment in Fossil FuelsThe world's 65 largest banks invested $906 billion in fossil fuels in 2025, with the Iran conflict expected to escalate exploration, production, and energy security spending. The ordering of 250 supertankers signals long-term confidence in oil demand.7. Political Concerns & Congressional DysfunctionWe express frustration with President Trump's inconsistent messaging on Iran policy and criticize Congress for its lack of support, calling for primary challenges against most incumbents.All of these stories are on the Energy News Beat website - the World's Best Podcast Show Notes. 1.Trump: US Will 'Assume Total Control' Of Iran's Oil Infrastructure2.President Trump Announces Plans to Strike Iran Again and Take Control of Kharg Island, Echoing Venezuelan-Style Oil Controls3.Why Oil Is Still Below $100 a Barrel When Physical Oil Is Over $1404.The Tale of Two SPRs and Different Uses: US and China Navigate the Iran War Supply Shock5.Full Story on the Downed Apache – Part of Getting 22 Tankers through the Gulf6.Kuwait Oil Chief Seeks Pipeline Alternatives to Skirt Hormuz7.Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz8.Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs9.Kinder Morgan's Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices10.World's 65 Biggest Banks Pumped $906 Billion Into Fossil Fuels in 2025. The Iran War will escalate exploration and production, pipelines, and energy security spending and financing.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
As Europe grapples with energy security concerns, expectations of rising electricity demand, and the rapid growth of AI-driven data centres, Finland is emerging as one of the continent's most compelling energy success stories.In this episode of Plugged In, Richard Sverrisson is joined first by Elias Huuhtanen, Finland Correspondent at Montel News, who explains why Finland's long-term approach to energy planning, infrastructure investment and security preparedness has positioned the country as a model for Europe.Richard then speaks with Markus Rauramo, CEO of Fortum and President of Eurelectric, about the opportunities and challenges facing Europe's energy transition. They discuss the impact of AI and data centres on power demand, how Finland is preparing for industrial electrification, the importance of grid investment, and why affordable, clean and reliable energy remains essential for maintaining Europe's competitiveness.The conversation also explores geopolitical risks, Europe's exposure to global LNG markets, hybrid threats to critical infrastructure, and the lessons other countries can learn from Finland's pragmatic and technology-neutral energy strategy.Can Finland's approach offer a blueprint for Europe's energy future?#PluggedInPodcast #EnergySecurity #Finland #Fortum #Eurelectric #EnergyTransition #DataCentres #AI #ElectricityMarkets #Renewables #NuclearEnergy #GridInfrastructure #EnergyPolicy #LNG #CyberSecurity #EnergyResilience #IndustrialElectrification #Nordics #CleanEnergy #EnergyMarketsHost: Richard Sverrisson – Editor-in-Chief, Montel NewsGuests:Markus Rauramo – CEO of Fortum & President of EurelectricElias Huuhtanen – Finland Correspondent, Montel NewsEditor: Alexandra CarlonProducer: Alexandra Carlon
2026年 6月11日（木）ニュース ▼河野洋平・元衆議院議長が今月8日に死去 ▼あす開催、サッカーの第２３回Ｗ杯北中米３カ国大会について 現地メキシコシティからレポート ⇒産経新聞編集局運動部 大石豊佳記者 ▼高市総理がマレーシア首相と会談 LNGや重要物資供給の連携強化で一致 ▼政府、皇族数確保に「立法府の創意」決定 皇室典範改正案提出へ ▼社会保障国民会議、将来の税額控除導入について「検討を継続」 ▼海外事業支援制度を創設する改正経済安全保障推進法などが成立 ▼飯田泰之さんに聞く、日銀の利上げによる生活への影響 きょうコメンテーター飯田泰之（明治大学教授、経済学者)See omnystudio.com/listener for privacy information.
This week, our guest is the Honourable Brian Jean, Alberta's Minister of Energy and Minerals. The conversation was recorded at an ARC Financial event in Calgary on June 9. The closure of the Strait of Hormuz has underscored the importance of energy security and supply diversity. This, along with more supportive federal policies, is raising expectations for growth in Alberta's oil and gas sector. On the podcast this week, Jackie asks Minister Jean about Alberta's opportunity to expand oil and gas production, including: Is the Strait of Hormuz closure and the Iran war reshaping how people view Canadian energy? What is Alberta's goal for oil production growth, and what changes, regulatory and otherwise, are supporting that goal? How does Alberta benefit from the build-out of LNG export capacity on the West Coast? The Canada–Alberta MOU outlines a plan to submit a 1 MMB/d oil pipeline to reach Asian markets to the Major Projects Office, with the aim of starting the regulatory review by early July. What is its status, and does the decision on the large oil sands CCS project affect the path forward? Are discussions underway with BC on the pipeline and with local communities, including Indigenous groups? And what are Alberta's opportunities in mineral production and, potentially, processing? Content referenced in this podcast: Canada Government, Overview of Canada's National Artificial Intelligence Strategy: AI for All (June 4, 2026) Global Energy Show (June 9 to 11, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/Check us out on social media:X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Chris Hipkins discusses Labour's new transport policy; Officials told govt there was a low need for LNG facility; Wellington mayor stands by evacuation orders; ProCare boss discusses use of AI in health sector; Penguin gets stuck in soccer net in New Plymouth garden
India just found natural gas off the Andaman coast. The energy minister called it "an ocean of energy opportunities." Considering India's energy vulnerabilities, this is a significant find, even if commercial production is a decade away.Because in the meantime, the war on Iran has doubled LNG prices, cut off Qatar (which supplied nearly half of India's imports) and pushed India into buying six times more American gas than it was before the conflict began. The US has already used energy as a bargaining chip in the tariff standoff last year, putting India again in a tough spot.But now analysts are predicting a global LNG glut. And while cheaper imports do sound like relief, they might just be another trap.Read Blas's piece here.Read Anand's piece for The Ken here.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
This week on Inside the Economy, we examine jobs and spending, inflation, and economies outside the United States. Since 2020, hiring demand has increased across the South and in parts of the country such as Idaho, while many Western states have experienced a decline. At the same time, new job creation remains strong. Are there any potential warning signs or anomalies behind the recent uptick in new jobs, or does the data point to continued strength? Inflation has also ticked higher in recent months, driven in part by conflict in the Middle East. Additional pressure has come from rising U.S. beef prices, as drought conditions and shrinking cattle herds continue to constrain supply. What other areas of inflation are being affected by drought conditions? Finally, the world's three largest LNG exporters, the United States, Australia, and Qatar, account for a combined 252 million tons of exports. How could the global LNG landscape change as a result of the conflict in the Middle East, and which countries may emerge as future players? Tune in to learn more. Key Takeaways: • Unemployment at 4.3% • Money-Market Fund Assets reach $8.8 Trillion as of May 28th • PCE Core CPI at 3.3% (YoY)
This week on Inside the Economy, we examine jobs and spending, inflation, and economies outside the United States. Since 2020, hiring demand has increased across the South and in parts of the country such as Idaho, while many Western states have experienced a decline. At the same time, new job creation remains strong. Are there any potential warning signs or anomalies behind the recent uptick in new jobs, or does the data point to continued strength? Inflation has also ticked higher in recent months, driven in part by conflict in the Middle East. Additional pressure has come from rising U.S. beef prices, as drought conditions and shrinking cattle herds continue to constrain supply. What other areas of inflation are being affected by drought conditions? Finally, the world's three largest LNG exporters, the United States, Australia, and Qatar, account for a combined 252 million tons of exports. How could the global LNG landscape change as a result of the conflict in the Middle East, and which countries may emerge as future players? Tune in to learn more. Key Takeaways: Unemployment at 4.3% Money-Market Fund Assets reach $8.8 Trillion as of May 28th PCE Core CPI at 3.3% (YoY)
The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural gas (LNG) off the market. It has been a reminder that hundreds of millions of people rely on the international gas trade to heat our homes, fuel our industries and keep our lights on. And that trade is highly vulnerable to sudden shocks. In this special episode, recorded at Wood Mackenzie's Gas, LNG and the Future of Energy Conference in London, host Ed Crooks speaks with industry leaders and experts about the forces that are changing the gas business. Security of supply and affordability are now the top priorities for policymakers and business leaders around the world. But climate change has not gone away, and greenhouse gas emissions are going to be an increasingly significant issue in the future. Balancing those three imperatives is the trilemma that the energy industry has to solve.First, Ed talks to Anita Odedra, of the LNG platform MidOcean Energy, to discuss the critical role of geography. When energy supplies from the Middle East are disrupted, assets elsewhere in the world take on a greater importance. Joining Anita is Dr Valentina Kretzschmar, of Wood Mackenzie, who puts the shock from the Iran war into the context of a decelerating energy transition in the West. She walks through the EU Methane Emissions Regulation and why it is so hard to work out exactly how much escaped methane is associated with a cargo of imported LNG. And she talks about how the real threat to fossil fuels is cheap Chinese clean energy technology. Arturo Gallego, of Centrica Energy, is another industry leader who is attempting to balance consumers' immediate demands for reliable, affordable energy with long-term climate goals. He warns that if the Strait of Hormuz stays closed, Europe will struggle to find the gas it needs next winter, and high prices may be necessary to destroy demand. He makes the case for LNG as a transition fuel and for tackling greenhouse gas emissions step by step.TJ Conway, of the think-tank RMI, closes on a practical note. His work has focused on the technical solutions that make the EU methane regulation workable. He argues that his proposed framework could allow the EU to continue importing US gas, while still sending a signal that methane performance matters.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Dr. Beatriz Canamary stopped by the Energy News Beat podcast, and we had a great discussion about energy, exports, and our maritime industry, including shipbuilding and the Jones Act. I am going to just be brutally honest for a moment, and say that I have been for totally repealing the Jones Act for years. After my discussion with Dr. Canamery, my opinion has shifted toward more of a "let's get the problem solved and leave the Jones Act in place long-term" stance. But we need a plan to get to a balance. Dr. Canamary has a new book coming out, and we will be getting an interview lined up. Connect with Beatriz on her LinkedIn here: https://www.linkedin.com/in/beatrizcanamary/1. U.S. Maritime Industry RevitalizationThe core focus is rebuilding America's shipbuilding capacity. The U.S. currently represents only 0.4% of global ship production (down from over 50% post-WWII), while China dominates with 60% and South Korea adds another 20%. The discussion emphasizes the need for strategic investment in shipyards, workforce development, and creating predictable cargo demand to justify shipbuilding expansion.2. Energy Security & Dominance Through MaritimeEnergy exports (oil and LNG) are central to U.S. dominance, but they're currently transported on international vessels rather than U.S.-flagged ships. The podcast explores how securing cargo on American vessels strengthens both energy security and the maritime industry. The Strait of Hormuz crisis is cited as a wake-up call about supply chain vulnerabilities.3. Global Choke Points & Geopolitical RisksEight major maritime choke points (Strait of Hormuz, Red Sea/Houthis, Strait of Malacca, etc.) are contested and sometimes weaponized. Insurance companies can effectively shut down shipping by canceling coverage, as Lloyd's of London did during the Iran strike. The discussion highlights the need for U.S. insurance alternatives and control over critical passages.4. Nuclear Technology in MaritimeNuclear propulsion for ships and floating nuclear power plants are presented as innovation differentiators for the U.S. The ABS (American Bureau of Shipping) has frameworks for approving nuclear projects, and companies like Nano Nuclear are developing micro-reactors designed for maritime use. Nuclear is positioned as cleaner than traditional fuel oil and a competitive advantage.5. Autonomous & Advanced Maritime TechnologyA new IMO (International Maritime Organization) framework for autonomous commercial ships was recently approved, with a mandatory code coming in 2032. The U.S. is positioned to compete through innovation in automation, AI, and autonomous vessels rather than on cost—since labor-intensive competition with China/Korea is unwinnable.6. Maritime Prosperity ZonesThe U.S. should develop regional maritime clusters (similar to Europe's model) with specialized capabilities—some regions for tankers, others for icebreakers, etc. The American Maritime Industrial Coalition is mapping supply chains and regional expertise to accelerate production.7. Trade Agreements & Bilateral PartnershipsStrategic trade agreements with U.S. allies can secure cargo flows through American ports on U.S.-flagged vessels, creating demand signals for shipbuilding without direct government subsidies. This creates a win-win for allies seeking energy independence.8. The Ships for America ActA bipartisan bill with 126+ seats of support, expected to pass by year-end. It includes tax incentives and supports the broader maritime revitalization strategy outlined in the National Security Strategy and Maritime Action Plan.9. Geopolitical Shifts & New Trading BlocsThe podcast discusses emerging energy-based trading blocs, China's port dominance (129 ports globally), and concerns about China's influence in South America (Peru, Brazil). It also touches on the Monroe Doctrine and regional security in the Western Hemisphere.10. Ports as Strategic InfrastructureDr. Canamari's forthcoming book explores ports as intelligence hubs, infrastructure assets, and strategic military/trade assets. The discussion covers climate resilience, digital twins, automation, and how ports are increasingly weaponized in global trade wars.This is a comprehensive discussion of how maritime infrastructure, energy, innovation, and geopolitics intersect to shape U.S. competitiveness and national security.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
LNG is being thrown back into the mix, and an energy coalition is urging leaders not to forget about renewables. The Government's pressing on with plans to build an LNG import facility in Taranaki and dumping a proposed power bill levy to pay for it. It also plans to enforce stronger dry year supply requirements and penalties for gentailers. Smart Energy Alliance spokesperson Andrew Eagles told Heather du Plessis-Allan we're in a much better position than in 2024, when there was a shortage of generation. He says we don't need really expensive, old technology to be brought in, as there are already other solutions available. And in terms of the fines, Eagles told du Plessis-Allan it's clear our big energy companies need incentives. He says they'll now take a $10 million hit if they get things wrong, which changes the dynamic. LISTEN ABOVE See omnystudio.com/listener for privacy information.
On the Mike Hosking Breakfast Full Show Podcast with Heather du Plessis-Allan for Wednesday the 9th of June, we hear from an expert why the Government's proposed LNG terminal shouldn't go ahead. We go to Waikato to celebrate the opening of Fieldays for 2026. Heather dives into the changing perceptions New Zealanders have towards Asia. And on Politics Wednesday, Mark Mitchell and Ginny Andersen go toe-to-toe over the appointment of Rakesh Naidoo to the Labour list. Get the Mike Hosking Breakfast Full Show Podcast every weekday morning on iHeartRadio, or wherever you get your podcasts. LISTEN ABOVE See omnystudio.com/listener for privacy information.
I don't love the idea of the LNG terminal. Never have, probably never will. But I'm fast coming around to the idea that there is no solution to our energy problem that we're going to love. Our electricity system—our wider energy situation—is so broken now that whatever we do to try to fix it is going to have to be so drastic or expensive, it's going to hurt. For the LNG terminal, the problem is the cost for what is really a short-term band-aid. We're running out of gas fast. The entire country is. It means we all have to get off gas. But that won't happen overnight. It'll take years, so we'll probably run out before we've all switched to alternatives like electricity. Hence the terminal – it will tide us over with gas until we're all off it. A billion dollars plus to get us through a few years? That's pricey. But not doing it—losing the Pan Pacs of this world—that's much more costly. That's a billion dollars, year after year after year, in lost revenue, income, and tax. And this terminal is going to help Pan Pac stay here. That company is the last big pulp mill that hasn't upped sticks. Maybe they do in the end, but the LNG terminal will keep them here for longer. Yes, the LNG terminal decision hasn't gone well for the Government. It's going to divide opinion, if it hasn't already. They've already had to backtrack on the gas levy that they spent weeks defending. It's hardly going to look climate-friendly to the townie swing voter. But it's a tough call that probably needed to be made. And we've got more of these coming, because the LNG terminal won't fix our energy system completely. It's an expensive solution for a short-term fix – but at least it is a fix. See omnystudio.com/listener for privacy information.
Tonight on The Huddle, Brigitte Morton from Franks Ogilvie and former Green MP Gareth Hughes joined in on a discussion about the following issues of the day - and more! Apple has announced a significant overhaul of Siri, as well as a suite of changes to its trust and safety features designed to keep users safe - will this motivate us to buy new iPhones? The Government is moving forward with their new LNG facility, and they've scrapped the proposed power levy to fund it. Do we see this working out well for us? Will we be funding this anyway? Should Rakesh Naidoo have told his bosses earlier about joining up with Labour? What do we make of this? New data shows alcohol sales are down - are we part of this decline? LISTEN ABOVESee omnystudio.com/listener for privacy information.
So the LNG power plant is set to go ahead to protect us when renewables run low. The Government must be satisfied that the business case stacks up, because that's what they said they would consider. At the same time, the Government will be cracking down on power companies during dry-year shortages. Fines for failing to secure enough backup electricity could jump from $2 million to as much as $10 million, or 10 percent of turnover. That's a hefty fine The Electricity Authority will also get stronger powers to monitor supply risks. Energy Minister Simeon Brown says New Zealand's renewable boom still needs reliable backup when hydro lakes are low and wind and solar can't meet demand. He argues that LNG is the fastest and most practical short-term solution to avoid blackouts, soaring prices and business shutdowns during dry years. But of course, the fly in the ointment is: who's going to pay for it? The Government certainly doesn't want to. They've scrapped plans for a levy on power bills to fund the billion-dollar terminal. People argued that would effectively become a gas tax for consumers - and we know this Government does not want to be associated with new taxes. So Brown says the electricity sector will instead help fund the project, with two companies now shortlisted to build it - and there's the rub. If it's a gentailer - if the gentailers foot the bill - they are the electricity sector. So how can the Government prevent them from passing on the cost? It's the same pickle they got into with the levy on banks. Nicola Willis was adamant that banks would not pass those costs on to New Zealanders. But when pressed in an interview on Q+A, she couldn't give a reason why they wouldn't - other than the goodness of their hearts. The Government can't force a private company to, you know, absorb costs within its structure. There's an aversion to increasing taxes but at the moment all they're doing is passing the job on to private companies, which will - of course - factor these costs into their pricing. That includes the cost of the LNG terminal. So call it whatever you like - the result is the same. We all end up paying for it, one way or another. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The Government is pressing on with their proposed LNG Import Terminal build, but they're binning a proposed levy to fund it. The Energy Minister says says gentailers are being consulted on a fair funding model, but Kiwis can be certain they won't be charged in their power bills. Simeon Brown explained it's the job of the big power companies to manage the dry year risk - and the Government's sending that obligation over to them. "We've gone through a process, we've identified LNG importations as the fastest and cheapest way to deal with it, but ultimately, the power companies are profitable companies and they should be the ones managing that risk." LISTEN ABOVESee omnystudio.com/listener for privacy information.
The Marcellus/Utica still has vast amounts of natural gas to supply the ongoing surge in demand from power generators and LNG exporters. But there's a catch: A significant step-up in Appalachian production can only occur if new pipeline infrastructure is built to transport that gas to where it's needed.
https://youtu.be/BV-3gt0wfsk Recorded: Tuesday, May 12, 2026 In Episode 158 of the PetroNerds Podcast, Trisha Curtis, host of the PetroNerds Podcast and CEO of PetroNerdstakes, was on stage at the Society of Petroleum Engineers meeting at the Petroleum Club of Midland, Texas, for a wide-ranging discussion on oil markets, geopolitics, energy security, and the future of U.S. shale. Recorded amid escalating tensions in the Middle East and renewed volatility in global energy markets, Trisha examines how rapidly evolving geopolitical events have exposed the gap between market sentiment and the realities of physical oil. Just months before oil prices surged back toward triple digits, many analysts and industry participants were focused on oversupply concerns, weak demand forecasts, and bearish outlooks for the energy sector. Drawing on decades of market analysis, Trisha explains why investors, policymakers, and energy executives must remain humble when forecasting commodity markets and why understanding physical energy infrastructure matters more than ever. Key Takeaways Oil markets entered 2026 with geopolitical risk significantly underpriced. Iran's production and exports remain more important to global supply balances than many analysts recognized. China's stockpiling strategy and refining capacity are critical variables in understanding global oil demand. The Strait of Hormuz remains vital, but alternative export infrastructure is reducing some chokepoint risk. Russia's energy sector has demonstrated greater resilience than many forecasts anticipated. Coal continues to play a foundational role in global energy security. Reliable power generation and grid infrastructure will become increasingly important as electricity demand rises. U.S. energy dominance remains a major competitive advantage for the American economy. The Permian Basin continues to outperform expectations through innovation and productivity gains. LNG exports and natural gas infrastructure are becoming increasingly important to global energy security. Iran, China, and the Geopolitics of Oil A major focus of the discussion centers on Iran's role in global oil markets and the strategic relationship between Iranian crude exports and Chinese demand. Trisha explores how sanctioned barrels from Iran, Russia, and Venezuela contributed to perceptions of oversupply in global markets while simultaneously masking growing geopolitical risk. She argues that many market participants underestimated both the scale of Iranian production and China's willingness to continue purchasing discounted crude. The conversation also examines the strategic importance of the Strait of Hormuz, one of the world's most critical energy chokepoints. While the strait remains essential to global oil flows, Trisha highlights how Saudi Arabia and the United Arab Emirates have invested heavily in alternative export infrastructure, including pipelines to Yanbu and Fujairah, reducing some of the region's vulnerability during times of conflict. Why China Is the Most Important Energy Story in the World One of the central themes of the presentation is China's long-term energy security strategy. Trisha argues that understanding China is essential to understanding today's oil market. Beyond demand growth, China has spent years building strategic crude inventories, expanding refining capacity, increasing domestic production, and investing in power generation infrastructure designed to strengthen national resilience. She suggests that much of China's apparent oil demand growth may actually reflect large-scale stockpiling efforts, creating significant uncertainty around traditional demand estimates. Combined with China's continued reliance on coal, expanding electricity generation, and focus on industrial competitiveness, these policies reveal a country preparing for long-term strategic challenges rather than short-term market fluctuations. Energy Transition Narratives Meet Reality The discussion also tackles broader energy policy debates, including the role of coal, natural gas, renewables, and electricity markets. Trisha challenges many prevailing energy-transition assumptions, arguing that energy security and reliability remain the foundation of economic growth and national security. She points to China's continued expansion of coal-fired generation alongside renewable development as evidence that reliable baseload power remains indispensable. The conversation explores how rising electricity demand from artificial intelligence, data centers, manufacturing, and electrification is creating new pressures on power grids throughout the United States and Europe. According to Trisha, years of underinvestment in dispatchable generation, transmission infrastructure, and permitting reform have created vulnerabilities that policymakers can no longer ignore. The Resilience of U.S. Shale The episode concludes with an in-depth assessment of the U.S. shale industry and the future of American energy production. Despite recurring claims that U.S. shale growth has peaked, Trisha highlights continued productivity improvements across the Permian Basin, including longer laterals, stronger completion techniques, and operational efficiencies that continue to surprise forecasters. She also discusses the growing importance of natural gas infrastructure, LNG exports, and pipeline takeaway capacity as critical components of America's energy future. While constraints remain, particularly in natural gas transportation, Trisha argues that the U.S. oil and gas sector remains one of the country's greatest strategic advantages. Whether you're an energy executive, investor, policymaker, or industry professional, this episode offers a timely and data-driven examination of the forces shaping oil markets, power systems, and global energy security in an increasingly uncertain world.
If you are worried about China taking over due to having better robots than the yanks, I got mixed messages for ya here. This was created using DeepSeek v4 Pro. Remember when DeepSeek could do the same thing as chatGPT but on shitty processors and not much RAM? All those stocks shit themselves? Oh what memories. Would have been a great time to buy NVIDIA stocks. I didn't, if you're asking....It's pretty good but it really didn't follow the instruction in the prompt that Joel Hill is Jack the Insider on the transcript. So that's a minus point. But also, this took fucking ages to generate. It's better than lots of the yankee slop but damn son this took MINUTES. So they might take over if we are patient or whatever. Enjoy the episode. ----------------------------------------------Joel Hill (Jack the Insider) and Hong Kong Jack return for a sprawling episode that tackles two of the biggest stories shaping politics in 2026. The pair open with the jaw-dropping Redbridge poll putting One Nation at 31% of the primary vote — a number that would all but wipe the National Party off the federal map and potentially deliver Anthony Albanese a strengthened majority government by splintering the right. Joel and Jack clash over whether culture-war grievances or material concerns are driving the surge, while drawing historical parallels to Joh for Canberra and the DLP split of the 1950s.The conversation then crosses hemispheres for a tour through UK chaos: Peter Mandelson's leaked dossier exposing a rudderless No. 10 under Keir Starmer, Nicola Sturgeon's estranged husband pleading guilty to embezzling SNP donations on a surreal shopping spree of Lalique salt shakers, seven Dysons, and a motorhome with four miles on the clock, and a deeply troubling police body-cam incident that has reignited the two-tier policing debate ahead of three critical by-elections.The centrepiece of the episode is a sober, hour-long deep dive into the COVID-19 pandemic and what Australia has refused to learn. The Two Jacks lay out the true death toll (perhaps 22 to 69 million globally), the devastating scale of long COVID, the vaccine rollout failures, the absurdities of hotel quarantine with rubbish bags over heads, and why governments and public health officials are desperate to avoid a Royal Commission. They close by asking whether the next pandemic will meet a population that has permanently lost trust in its leaders — and whether we'll simply repeat the mistakes of both COVID and the Spanish flu.Sport provides a lighter coda: the Carlton revival under an interim coach, James Hird's awkward candidacy at Essendon, the expanded 48-team World Cup that nobody seems excited about, and a formidable New Zealand Test side taking on England at Lord's.00:00:25 — Introduction Joel welcomes listeners to Episode 159, recorded 4 June. Today: Australian political news, a check-in on the UK, and a deep dive into the COVID-19 pandemic.00:01:21 — The Redbridge Poll: One Nation at 31% The AFR's Redbridge poll: One Nation 31%, Labor 28%, LNP 20%, Greens 12%. The two-party preferred is now being calculated as One Nation versus Labor — a seismic shift in how Australian politics is measured.00:03:12 — Not Just a Protest Vote Jack argues this is real, not a re-run of Hanson's 1990s flash-in-the-pan. The South Australian state election and the Farrah by-election suggest One Nation support is durable. Joel counters that protest votes can be expressed at the ballot box and that Australians are tiring of pluralism.00:04:09 — If One Nation Succeeds, Labor Wins The cruel irony: One Nation's rise probably delivers Labor government. The National Party could simply disappear. The DLP kept the Coalition in power for decades as an anti-Labor party; One Nation may do the reverse.00:05:46 — Scrutiny and Splintering Joel notes One Nation's policies are "two-sentence fragments" and motherhood statements. When proper scrutiny arrives, the contradictions will surface. Hanson's parliamentary attendance is as poor as imaginable.00:08:22 — The Third Rail Jack argues populists succeed because they discuss what polite society won't: immigration, culture wars, welcome to country rituals. The major parties must engage these topics or cede the ground entirely.00:11:34 — Feeling Unheard The core driver, Jack contends: voters feel sneered at and silenced by mainstream politics. It's not about flag counts, it's about being listened to.00:13:50 — What Actually Drives Votes Joel pushes back: voting determinants are the household economy, migration, climate change — not culture war trivia. Culture wars "don't amount to a hill of beans" at the ballot box.00:14:51 — The DLP Parallel Both agree the One Nation phenomenon most closely resembles the DLP split of the 1950s and 60s — a right-wing fracture that delivered Labor government after Labor government.00:17:18 — The Republic Referendum Lesson Jack recalls the 1999 republic referendum: pro-republicans split between models rather than uniting, scuppering the whole project. Voters will vote their preference even knowing it helps their enemy.00:19:32 — UK Parallels: Accommodate or Fight? Significant figures in the UK Tory party are debating whether to fight Reform or reach an accommodation. Tony Abbott recently said the Liberal Party won't criticise Pauline Hanson.00:21:48 — Joh for Canberra Redux Imre Salusinszky's comparison: this is "Joh for Canberra" all over again. But Joel notes Joh's moment lasted months; One Nation's has already lasted years.00:24:08 — State Election Previews Joel predicts the Victorian state election will be chaotic and peculiar — a government that's been in power too long, an opposition that may not be up to the task, and One Nation peeling votes from safe Labor seats. NSW will give a clearer reading.00:25:44 — Hanson "Ready to Govern" — from the Senate? Pauline Hanson announced she's ready to govern. Joel asks: shouldn't she contest a lower-house seat first? Jack recalls the only precedent: John Gorton became PM while still a senator, but had to be eased into Kooyong.00:28:20 — The Mandelson Dossier: Starmer's Empty Suit Jack's read of the leaked Mandelson documents: ministers don't know what the PM wants, there's zero respect or fear of his authority. Starmer comes across as an empty chair. One minister's text: "Every meeting with Labour MPs — it's all about who can we tax to pay benefits to other people."00:30:50 — Mandelson's Legal Peril Mandelson is under police investigation for misconduct in public office. Could face charges — the seriousness depends on whether it's mere misconduct or genuine bribery for foreign interests.00:31:49 — The Nicola Sturgeon Saga Her estranged husband has pleaded guilty to embezzling roughly £400,000 in SNP donations. The shopping list: six high-end coffee machines, seven Dyson vacuums, Lalique salt and pepper shakers, Montblanc pens, Swiss watches, an iJag, part of a Volkswagen, and a motorhome with four miles on the clock parked at his 92-year-old mother's house. Nicola claims she "didn't go in the kitchen much."00:34:20 — The BBC Interview Laura Kuenssberg's forensic interview with Sturgeon — "not quite Prince Andrew, but not much better." Sturgeon has been cleared by Police Scotland, but her reputation, already damaged by the Alex Salmond trial, is now in tatters.00:35:05 — Will He Go to Prison? £400,000 is a substantial sum. With another £600,000 unaccounted for, a custodial sentence seems likely. The money was ring-fenced for a second independence referendum push.00:36:50 — Money Laundering or Conspicuous Consumption? Joel wonders if the bizarre purchases — multiple watches on the same day — were an amateur money-laundering attempt: buy goods with SNP funds, sell them quietly for cash.00:38:23 — UK By-elections: Makerfield Looms Three by-elections on 18 June, including the critical Makerfield contest. Andy Burnham, Greater Manchester's high-profile mayor, is the tepid favourite. Low turnout could help him return to Westminster.00:39:30 — The Body-Cam Incident A white teenager accused of racially vilifying a Sikh man was stabbed — and police arrested the bleeding victim, not the attacker. Body-cam footage shows the victim saying "I can't breathe, I've been stabbed" while officers dismiss him. Joel calls the footage "just awful."00:41:22 — Two-Tier Policing Jack traces UK policing's overcorrection: after the Macpherson/Lawrence report, guidelines were rewritten so aggressively that they've produced a pattern of questionable enforcement that devastates community trust — and plays directly into Tommy Robinson's hands.00:42:08 — NSW Police on Four Corners Joel recommends the harrowing Four Corners investigation: bashings in custody, false arrests, an officer who threw body-cam footage into Sydney Harbour, and two undercover officers jailed for a savage assault. The problem today is general duties policing, not the specialist squads of the 1980s. Some command areas are far worse than others — a leadership failure.00:44:55 — Victoria Police: Under-Resourced, Not Corrupt Joel shares an anecdote: two divisional vans for 80,000 people in outer-east Melbourne. Tough work being a police officer; even tougher being a good one.The COVID-19 Reckoning00:45:09 — Why This Matters Joel sets the frame: we parked COVID in 2023 with a hangover but never understood what we'd been through. Today's episode aims to crack that problem.00:45:51 — The True Death Toll Officially: 7 million dead. But most countries stopped testing and stopped reporting cause-of-death data to the WHO. Using excess mortality, the real toll is between 22 and 69 million — at the high end, exceeding the Spanish flu.00:47:02 — Long COVID's Shadow Roughly 400 million people globally (6% of the population) have experienced long COVID. In Australia alone, between 200,000 and 500,000 people are living with or have lived with the condition. Second infections can be worse. Emerging links to cardiovascular disease, type 2 diabetes, and accelerated dementia.00:49:43 — The Collective Amnesia Governments worldwide have "a collective embarrassment" about how they handled the pandemic, Jack says. They want it in the history books and forgotten. Joel says this is a grave mistake for public trust — and for public health, given COVID is now a permanent fixture alongside flu season.00:50:50 — Why Excess Deaths Are the Only Honest Metric All other figures are "kind of made up" because attribution methods vary wildly between countries. Excess deaths remain elevated in Australia and most nations.00:51:25 — Children and COVID Bobby Kennedy Jr. removed under-18s from government-supported vaccines in the US. Joel argues this is a disastrous move given mounting evidence that childhood COVID infection leads to higher rates of long-term chronic illness.00:52:47 — Why No Royal Commission? Not just politicians protecting themselves — public health officials and much of the media wanted to avoid scrutiny of their judgments and actions during the pandemic.00:53:32 — The Media's Abdication Jack watched "a lot" of Daniel Andrews's daily press conferences. Only two journalists ever asked pertinent questions: Rachel Baxendale and Leigh Sales. Nobody asked why curfews, why beach arrests, why the disparate impact on tradies and cafe owners while the "laptop class" actually made money working from home.00:56:14 — Andrews's Immense Popularity Joel adds context: Andrews was wildly popular at the time, which partly explains the media's deference — though Jack insists that shouldn't have mattered.00:57:34 — The Curfew Nonsense Curfews were about giving law enforcement the easiest possible environment, Joel says — and should have been acknowledged as such and wound back sooner. Meanwhile, Bondi's wealthy swam en masse while Western Sydney's working-class communities were treated harshly.00:57:59 — The Vaccine Rollout Failure The Morrison government bet everything on AstraZeneca — the non-mRNA, first-available vaccine. Then rare blood-clotting issues emerged (seven deaths, mainly men aged 40–49). Meanwhile, Australia was left waiting for Pfizer and other mRNA vaccines because no other supply deals had been secured.00:59:37 — Omicron Breaks the Pandemic's Back The Omicron variant emerged from South Africa: more infectious but far less lethal. Combined with 95%+ vaccination rates among Australians over 18, it effectively ended the acute phase — though at the cost of entrenched mistrust.01:00:38 — Government Overreach and Broken Trust Jack's core criticism: governments outsourced decision-making to public health officials rather than making political judgments that balanced competing interests. Joel counters that it would have been a "bold move" for politicians with no scientific background to contradict public health advice.01:02:19 — "Just Let It Rip" Was Never an Option The three countries with the highest COVID mortality — Brazil (highest), United States (second), India (third) — were all led by populist governments that largely refused mandates. Letting it rip was devastating.01:03:27 — The ADF Quarantine Scandal Scott Morrison refused to allow ADF quarantine facilities to be used for returning travellers. Instead, people were crammed into hotels with gaps under the doors. Joel recalls the "rubbish bags over heads" episode in Victoria — dark green plastic bags as infection control.01:05:00 — The Inquiry's Recommendations Create a proper Australian CDC. Release expert advice publicly. Better national planning with clear political accountability. And critically: politicians must own the big decisions on freedoms and spending instead of hiding behind experts.01:06:01 — The Next Pandemic There will be another one. If it's a respiratory, airborne pathogen like COVID, similar circumstances will return. Are we ready? Probably not. Will we close the country again? The economic damage — unemployment hitting 7.5% in 2020 — was enormous, even if it recovered to 3.5% by pandemic's end.01:08:06 — Who Was Left Behind? The arts community was inexplicably excluded from JobSeeker and JobKeeper. Meanwhile, the "laptop class" working from home effectively got a 15% pay rise by eliminating commuting costs. Bunnings did very well; so did companies that kept JobKeeper without passing it to employees.01:11:14 — The Human Cost of Lockdowns Public housing towers in Flemington were locked down. Joel recalls one family: an African-Australian single mother with nine children in a two-bedroom commission flat, trapped. Jack calls what happened with schools "disgraceful." But Joel notes the evidence now shows childhood COVID infection has serious long-term health consequences, complicating the retrospective judgment.01:13:59 — Will We Learn Anything? Jack's bleak prediction: the next pandemic is probably far enough away that we'll take no notice of COVID's lessons and make the same mistakes. Joel agrees — we didn't learn from the Spanish flu a century ago either.01:15:51 — Malcolm Roberts and Vaccine Misinformation The One Nation senator claims 70,000 Australians died from COVID vaccines — a figure with no evidentiary support, built by misattributing excess deaths. In reality, mRNA technology is now being deployed as a cancer treatment, showing promise against bowel and pancreatic cancers.01:17:36 — Trust Destroyed If the next pandemic arrives within this generation, governments will face a population that has lost faith. If it takes 50 years, the damage may have faded. Western Australia, meanwhile, locked itself down with negligible deaths and actually loved the isolation — provided the iron ore and LNG ships kept moving.01:20:37 — The Spanish Flu Echo Joel's closing historical note: Australia's response to the Spanish flu in 1919–1921 was nearly identical to COVID — lockdown disputes, police arresting people for not wearing masks, states fighting the newly created federal Department of Health. The whole thing collapsed into acrimony the moment state rivalries flared. A century later, nothing had changed.01:21:48 — Federation as Fatal Flaw Jack adds: the three high-mortality COVID countries (US, Brazil, India) share a feature beyond populist leaders — they're all federations where central government power is limited. When "the emperor is far away and the mountains are high," coordinated pandemic response is nearly impossible.01:23:40 — No Appetite for Truth Jack's final word: nobody wants a proper inquiry. Not politicians, not public health officials, not much of the media. Joel disagrees on the importance — the pandemic's legacy still shapes how Australians think, vote, and trust.Sport01:27:40 — AFL Coaching Carousel Essendon and Carlton both need permanent coaches. Joel asks: is James Hird the right man for Essendon? Jack: 17 other clubs wouldn't give him an interview, but the Bombers may have backed themselves into a corner where appointing him is the only way out.01:28:53 — Merit vs Member Sentiment Rowan Connolly's question: would you take James Hird or John Longmire (five grand finals, one premiership, 60%+ win rate)? The answer is obvious on merit — but members and fans want the fairy tale.01:29:47 — Carlton's Astonishing Revival Three straight wins. Ranked 16th in forward-50 entries a month ago; now second. The game style is unrecognisable — no more bombing the ball to non-existent power forwards. Mitch McGovern's low, flat kick to Patrick Cripps for the match-winner against Geelong was emblematic of the transformation. Seven players aged 21 or younger are now getting games and bringing energy.01:33:18 — FIFA World Cup 2026: Nobody's Excited Expanded to 48 teams, Scotland are going — and a Scot in his 30s told Jack that neither he nor any of his mates (all doing well financially, normally first on the plane) have any interest. Ticket prices are "extraordinary." The final is at MetLife Stadium in New Jersey — which Jack describes as "Waverley on steroids, but even more bleak."01:36:08 — Australia's Draw Socceroos face Turkey first up, then the United States. Jack suggests marketing it as "Gallipoli Round Two." Spain are favourites; England, Brazil, and Germany are in the chasing pack.01:37:06 — Cricket: England v New Zealand, First Test at Lord's Joel runs through New Zealand's likely top seven — Latham, Conway, Williamson, Ravindra, Mitchell, Blundell — noting the first four have all made Test double-centuries. "Just about the best first six in Test cricket." With O'Rourke's express pace and Henry's quality, this is a formidable Black Caps side.01:38:40 — Stump Speech & Next Week Listener mail (including an "exposé of who Jack is") held over for next episode. For the record: Hong Kong Jack's CV includes HSC at Assumption College Kilmore, a stint as a carpenter, a law degree from Melbourne University, stints at Holding Redlich and Slater & Gordon, work as a litigation and immigration lawyer, and an appointment to the Refugee Review Tribunal as a federal cabinet appointee.01:40:39 — Outro Joel thanks listeners for hanging in for an extra ten minutes. Back next week.The Two Jacks is recorded weekly. Send your questions and feedback to the show.
In today's edition of Editor's Picks, find our exclusive interviews of Niti Aayog Vice Chairman Ashok Kumar Lahiri and Sanjeev Sanyal, member, PM Economic Advisory Council. Top policymakers unanimously call for faster regulatory and ease-of-doing-business reforms. Meanwhile, the Centre will take a fresh look at India's banking sector to align it with the country's next phase of growth. Also, the broader market is showing a bull run even as foreign investors are pulling out their money - veteran investor Shankar Sharma tells us where the growth is expected. Also inside: SpaceX IPO explained, the creator economy of Northeast India, renewed activity in the primary market and where India's LNG and LPG imports are coming from.
Rossinavi is one of Italy's most distinctive full-custom superyacht builders, where beauty, engineering, family heritage, and advanced propulsion technology come together in every one-off build.In this episode of Yachting USA, Rick Thomas speaks with Federico Rossi of Rossinavi about what makes Italian yacht building different, from the cultural importance of beauty and craftsmanship to the technical discipline required to build steel and aluminium superyachts at the highest level.The conversation explores Rossinavi's full-custom approach, why every yacht is treated as a unique project, and why keeping key fabrication, components, know-how, and quality control in-house remains central to the shipyard's identity. Federico also speaks about Tuscany, Viareggio, Pisa, local marine supply chains, and the deep Italian infrastructure that supports yacht building at this level.Rossinavi's innovation story is also front and centre, including hybrid-electric propulsion, battery systems, solar integration, AI-supported power management, lightweight aluminium catamaran design, and the challenge of delivering new technology without compromising the aesthetic language of Italian luxury.From Rossinavi USA and after-sales support to future fuels, redundancy, vessel availability, hydrogen, LNG, and the technologies that may shape the next generation of superyachts, this is a focused look inside a brand built on Italian design culture, technical control, and long-term yacht-building vision.━━━━━━━━━━━━━━━ SUPPORTED BY Engineered Yacht Solutions ━━━━━━━━━━━━━━━ https://eyswelding.com
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this episode of the Energy Vista Podcast, Leslie Palti-Guzman sits down with energy scholar and foreign policy expert Brenda Shaffer to discuss the energy policy implications of the Iran crisis and disruptions in the Strait of Hormuz.Brenda argues that policymakers continue to draw the wrong lessons from energy crises. The conversation explores whether some climate policies have weakened energy security. Leslie and Brenda exchange on the role of natural gas in modern economies, Europe's energy challenges, Africa's missed energy investment opportunities, China's growing influence over clean-energy supply chains, and the future of electrification.Listen & Subscribe
The U.S. is at the tail end of an incredible wave of LNG expansion that has so far seen nine new projects across seven terminals reach a final investment decision in a little over a year. Today, we take a closer look at the Commonwealth LNG project and what comes next for U.S. LNG development.
“ Iran will have permanent control over the Strait of Hormuz. As though that necessarily, in and of itself, is bullish for oil prices. I would argue that, in fact, it isn't. “Doomberg, Substack Author, Energy AnalystThis was another great discussion with Doomberg, and we had over 100k listens and views, plus even more impact from social media during his last visit. This discussion included several key quotes, and I have about 10 of them listed below the video.Make no mistake, the global energy, oil, and gas markets have changed permanently.“Energy security starts at home. Energy dominance is displayed through your exports. “Stu Turley, Energy News Beat Podcast HostWe recommend https://newsletter.doomberg.com/1. Geopolitical Control of the Strait of HormuzThe hosts explore Iran's potential permanent control over the Strait of Hormuz and what this means for global energy markets. The key insight is that while many assume this would drive oil prices higher, the real issue is about sanctions and U.S. dollar hegemony—Iran would need sanctions lifted to collect tolls, which threatens the dollar's position in the global financial system. Long-term, alternative pipelines and infrastructure will mitigate any supply disruptions.2. North American Energy DominanceA major focus is on how the Western Hemisphere (particularly the U.S. and Canada) is becoming an energy powerhouse through:Natural gas production and LNG exports (growing from near-zero to ~30 BCF/day by decade's end)Oil development in Argentina (Vaca Marta), Guyana, Venezuela, and BrazilPipeline infrastructure like Mountain Valley PipelineThe concept of “energy security starts at home” and exporting energy as a display of dominance3. Qatar's LNG Disruptions and Helium CrisisWhile Qatar supplies 20% of global LNG, the real story is helium—Qatar controls about a third of the global helium market. Helium is critical for semiconductors and MRIs, and there's no easy replacement. Recent attacks have disrupted Qatar's production.4. The AI Bubble and Market DynamicsThe hosts discuss:The SpaceX IPO as a potential “top of the Ponzi cycle” with a $1.75 trillion valuationHow AI is simultaneously a transformative technology AND a massive bubble (like railroads and the internet before it)The importance of AI validation and verification—AI without accountability wastes moneyHow companies must be built with AI at their core to survive; large legacy companies may struggle to adapt5. AI Implementation and Business TransformationPractical discussion on:How AI can eliminate inefficiencies (e.g., reducing invoice processing from 2 months to 2 minutes)The need for human oversight and “AI-aware” workers vs. “AI-ignorant” onesAuthentic human content creation remaining valuable in an AI-saturated worldHow small, lean businesses with owner mentality adapt faster than bloated corporations6. Future Economic Blocs and Global RealignmentThe hosts predict a shift toward new trading blocks: the U.S., India, Russia, Saudi Arabia, UAE, China, and Japan forming alternative economic structures, with the EU and UK potentially falling behind.Global Oil and Gas Markets Update - Doomberg's insights and opinionsCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
Methane is invisible, odorless, and far more potent than CO2 in the short term, so how do you actually catch it leaking? Brendan Smith, CEO of SeekOps Inc., explains how technology built for the Mars Curiosity rover ended up flying on drones over oil and gas sites here on Earth. We get into spectrometers versus satellites, why offshore detection is so tricky, what EU methane rules mean for US operators in 2027, and how SeekOps turns an invisible gas into something you can finally see.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Setup and the Power Hour combo02:24 Crossing paths back in 201904:14 From PhD dropout to CEO05:24 JPL, the first patent, and Mars rover tech12:34 How a drone measures a methane plume13:49 Ground, drones, planes, and satellites19:00 Spinning out of JPL and the Equinor bet24:55 What methane is and why it matters29:01 Net zero and EU methane regulation32:00 LNG, coal, and offshore detection42:10 Lidar, photogrammetry, and 3D models45:36 What's overhyped and the road ahead49:24 Why Austin, and the Houston debate53:16 Wrap uphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation. In this episode, Shayle speaks to Nic Fulghum, senior energy and climate data analyst at Ember. Nic is the co-author of Ember's annual Global Electricity Review. This year's installment, released in April, demonstrates that renewable sources – and solar in particular – are continuing to grow exponentially, even as those markets mature. In 2025, solar generation grew by a remarkable 30% year-over-year globally; its highest rate in eight years. At the same time, global fossil generation declined in 2025, driven by drops in coal generation in both China and India. But as solar surges, how quickly grid-connected batteries can step in to absorb peak demand remains to be seen. In their conversation, Shayle and Nic dive deep into the data behind global electricity generation in 2025 and consider the future of the grid. They explore a range of topics, including: - Why Ember's report focuses on generation instead of capacity - How solar continues to maintain exponential growth rates - Why fossil generation has dropped in China and India - How battery storage is being used to shift midday solar peaks to shoulder hours - What the US' LNG supply glut means for its power grid trajectory Resources - Ember's Global Electricity Review 2026 - Catalyst: 2026 trends: Gas turbines, Texas' load queue, and China electrifies - Catalyst: More 2026 trends: Solar costs, oil oversupply, and the startup slump - Catalyst: Scaling America's domestic solar supply chain - Open Circuit: Clean energy didn't collapse in 2025. It adapted - Open Circuit: State of the transition: Oil shocks, power prices, and grid bottlenecks - Latitude Media: The Iran war doesn't give China an energy advantage. The US did - Latitude Media: Putting numbers on China's cleantech influence abroad Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company's messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Fresh off the pitch from their 4th year of the MSC Cup fundraising event raising money for Rubin's Retreat, Antonio Paradiso tells Andy what makes their partnership so special. He also shares the latest updates from MSC including the extension of their lower deposit campaign, their next ship launch World Asia as well as addressing some recent concerns around fuel recharges and other initiatives including their "Best Holiday Ever" commitment to boost consumer and travel agent confidence to book their cruises. Explora Journeys is also looking forward to welcoming their newest ship Explora III which is the first LNG-powered ship in the fleet, and it provides the flexibility to utilise renewable fuels such as bio-LNG and synthetic LNG. Antonio also tells Andy how important the UK & Ireland market is to both of his brands and how excited he remains to grow both markets.
Today we had the pleasure of hosting Steven Kobos, President and CEO of Excelerate Energy. Steven has served as President and CEO since 2018 and previously spent 11 years as a member of the company's Board of Directors and corporate counsel. Throughout his career, he has worked across global energy markets, including Kuwait, Bangladesh, Pakistan, Argentina, Brazil, Finland, Germany, and the Middle East. Excelerate is a global leader in flexible LNG infrastructure solutions, focused on expanding access to reliable, affordable, and secure natural gas. The company operates one of the world's largest fleets of Floating Storage and Regasification Units (FSRUs) and provides integrated LNG solutions spanning the entire value chain. We were thrilled to hear Steven's perspective on the evolving and increasingly complex global energy landscape. In our conversation, we explore the evolution of the global LNG market, the impact of U.S. shale on Excelerate's business model, and why the company has increasingly focused on integrated LNG and infrastructure solutions rather than simply providing floating regasification assets. We discuss the growing importance of energy security following recent geopolitical disruptions, including tensions surrounding the Strait of Hormuz and Steven's recent visit to the region, and the role LNG continues to play in supporting power generation, industrial growth, and economic development around the world. Steven walks us through Excelerate's newest FSRU, the Acadia, the company's expanding opportunities in Iraq, and how LNG imports are helping address power shortages and energy deficits across emerging markets. We discuss the future growth of global LNG demand, the increasing shift toward long-term supply contracts, the advantages of floating infrastructure versus traditional onshore facilities, and Excelerate's strategy of combining LNG supply with downstream infrastructure to open new markets. We also cover Argentina's Vaca Muerta opportunity, Brazil's hydro-backed power system, Finland's experience with energy security following disruptions to regional gas infrastructure, the growing role of U.S. LNG exports, and the support provided by the Trump Administration to promote American energy abroad. Steven shares several personal anecdotes, including helping launch LNG imports into Kuwait, opening new LNG markets across South Asia, visiting customers throughout the Gulf during the recent conflict, and witnessing firsthand how access to reliable energy can transform communities and economies. We covered a great deal and appreciate Steven for sharing his time and insights. Mike Bradley started the show by noting that markets continue to be driven almost entirely by on-and-off developments in the Middle East. Market sentiment last week was dominated by optimism that Iran and the U.S. were moving toward a Strait of Hormuz resolution, but this week has started with growing concern that a resolution may not be just around the corner. On the bond market front, the 10-year bond yield was trading at ~4.5% (up 6-7bps), driven by an Iranian resolution being pushed further to the right and constructive economic data. He noted that the May ISM Manufacturing report showed that U.S. manufacturing expanded at its fastest pace in four years. On the crude oil market front, WTI prices spiked ~$6/bbl (to $93/bbl) on concerns that an Iranian resolution could be delayed. The Strait of Hormuz needs to reopen quickly or risk global oil prices moving substantially higher, as oil markets enter the higher-demand summer months with critically low inventory levels. From an energy equity perspective, the Energy sector was up ~2% so far this week after a 5% pullback last week. On the broader equity market front, markets were modestly weaker as investors appeared unprepared for the prospect of an Iranian resolution being pushed further into the future. He ended by highlighting two IPOs scheduled to price over the next two weeks. Equity investors are most excited about the SpaceX IPO (expected to price next week at a ~$2T valuation). He also highlighted INNIO Holdings, a gas power system manufacturer that is expected to price later this week (raising ~$2B at a ~$20B valuation), which should provide a good read on how bullish sentiment remains across the engine manufacturing and distributed generation segments. Mark Castiglione added his questions and perspective to the discussion as well.
Between The Lines Radio Newsmagazine (Broadcast-affiliate version)
National Security Archive Cuba Documentation Project's Peter Kornbluh: Trump's Cuba Oil Blockade Triggers Dire Humanitarian Crisis Amid U.S. Invasion ThreatFormer EPA Administrator Martha Guzman Aceves: Recent Hazardous Chemical Disasters Come as Trump EPA Rolls Back Federal Safety RegulationsReporters Without Borders' Ben Grazda: World Press Freedom Index Tracks Decline of Free Press Globally and in U.S. Under Donald TrumpBob Nixon's Under-reported News Summary• Unofficial Trump adviser Mauricio Claver-Carone reshaping Venezuelan government• Most polluting LNG project in the U.S.: Louisiana LNG• Nebraska independent running for U.S. Senate championing working class-vs.-billionairesVisit our website at BTLonline.org for more information, in-depth interviews, related links, transcripts and subscribe to our BTL Weekly Summary and/or podcasts. New episodes every Wednesday at 12 noon ET, website updated Wednesdays after 4 p.m. ETProduced by Squeaky Wheel Productions: Scott Harris, Melinda Tuhus, Bob Nixon, Anna Manzo, Susan Bramhall, Jeff Yates and Mary Hunt. Theme music by Richard Hill and Mikata.
Send us Fan MailAl Petrie, Founder and Senior Partner of Al Petrie Advisors and organizer of the Louisiana Energy Conference, joins host Tim Gerdeman and WTR natural resources analysts Richard Tullis and Jeff Robertson for a post-event recap of the 2026 LEC. The conversation covers key themes across all three days, including Gulf of America E&P activity and the return of offshore enthusiasm, U.S. onshore producers watching the futures curve before committing capital, and a forward-looking third day focused on LNG export buildout, carbon capture, AI-driven data center power demand, and energy infrastructure. Petrie also walks through what record attendance of 550 registrants and 50-plus sponsors signals about where industry confidence stands heading into the second half of 2026, and shares early themes shaping the 2027 edition.
From what drove energy markets in May (and what didn't) to earnings season insights, oil market developments, AI-driven power demand, and key themes to watch this summer, Brian recaps the month of May in energy. Here's what you'll learn: How energy performed in May: Why easing geopolitical tensions and lower oil prices weighed on energy stocks despite the sector's strong year-to-date performance. What earnings season revealed: How capital discipline, LNG exports, refining margins, and utility investment continue to support long-term energy fundamentals. What to watch in oil markets: The latest on U.S.-Iran negotiations, global crude supply flows, and the factors helping keep oil prices relatively stable. Why NextEra's acquisition matters: How growing AI-driven electricity demand is fueling utility consolidation and accelerating power infrastructure investment. What could shape the summer outlook: Key developments to watch across geopolitics, LNG exports, natural gas demand, and energy infrastructure growth. Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
Between The Lines Radio Newsmagazine podcast (consumer distribution)
National Security Archive Cuba Documentation Project's Peter Kornbluh: Trump's Cuba Oil Blockade Triggers Dire Humanitarian Crisis Amid U.S. Invasion ThreatFormer EPA Administrator Martha Guzman Aceves: Recent Hazardous Chemical Disasters Come as Trump EPA Rolls Back Federal Safety RegulationsReporters Without Borders' Ben Grazda: World Press Freedom Index Tracks Decline of Free Press Globally and in U.S. Under Donald TrumpBob Nixon's Under-reported News Summary• Unofficial Trump adviser Mauricio Claver-Carone reshaping Venezuelan government• Most polluting LNG project in the U.S.: Louisiana LNG• Nebraska independent running for U.S. Senate championing working class-vs.-billionairesVisit our website at BTLonline.org for more information, in-depth interviews, related links and transcripts and to sign up for our BTL Weekly Summary. New episodes every Wednesday at 12 noon ET, website updated Wednesdays after 4 p.m. ETProduced by Squeaky Wheel Productions: Scott Harris, Melinda Tuhus, Bob Nixon, Anna Manzo, Susan Bramhall, Jeff Yates and Mary Hunt. Theme music by Richard Hill and Mikata.
Senior writer Myriam Robin and energy and climate reporter Ryan Cropp on the gas tax campaign, who’s behind it, why it took Australia by storm and whether it’s a good idea. This podcast is sponsored by Aussie Broadband Further reading:Inside the online army fighting the gas tax war (and it’s not over)How a teacher-turned-podcaster, a heterodox economist and a rugby player sparked a groundswell of discontent.One Nation backs gas tax and new state-owned projectsParty leader Pauline Hanson will unveil a plan to hit oil and gas companies with a new royalty regime while taking state ownership of new exploration.Korea Gas accuses government of breaking pledge on LNG contractsKOGAS Australia said the government’s draft gas reservation plan conflicts with its assurance that long-term LNG sales contracts would not be hit.See omnystudio.com/listener for privacy information.
Jack McGinn speaks to Nadia Budihardjo about Red Invest Capital Holdings' rapid growth. Plus: Chevron 'frustrated' by LNG rule changes; Alcoa bauxite mining exemption review; DXN deal could pave way for US$200m data centre sales.
Day 1,558.Today, as more civilians across Ukraine are murdered by Russia in the latest mass aerial attack we look to the US for a response, given Russian Foreign Minister Sergey Lavrov told U.S. Secretary of State Marco Rubio last week that Russia planned only to strike Ukrainian "decision-making centers". We ask, again, when the United Nations is going to take a meaningful interest in the war, and look at the continuing diplomatic spat between Ukraine and Poland. And later, we examine possibly the most consequential election for Putin in years: this weekend's contest in Armenia and a, perhaps surprising, intervention by Donald Trump.Contributors: Dom Nicholls (Host on Ukraine: The Latest). @DomNicholls on X.Venetia Rainey (Telegraph journalist and host on Iran: The Latest). @venetiarainey on X.James Kilner (Russia Analyst). @Jkjourno on X.Producer: Phil AtkinsSenior Producer: Lilian FawcettVideo Producer: Sophie O'SullivanSocial Producer: Katie InglisStudio Director: Meghan SearleExecutive Editor: Francis DearnleyCreated by David KnowlesNOW IN FULL VIDEO WITH MAPS & BATTLEFIELD FOOTAGE:Every episode is now available on our YouTube channel shortly after the release of the audio version. You will find it here: https://www.youtube.com/@UkraineTheLatest CONTENT REFERENCED:Listen to our sister podcast, Iran: The Latest: https://www.telegraph.co.uk/iran--the-latest/Read the Irish Times' coverage of the Aughinish Alumina story: https://www.irishtimes.com/tags/aughinish-alumina/Magyar signals Ukraine reset ahead of expected talks with Zelenskyy next week (Politico)https://www.politico.eu/article/hungary-peter-magyar-ukraine-volodymyr-zelenskyy-upcoming-talks/Danish shipyard still servicing LNG tankers for Russia trade (Financial Times)https://www.ft.com/content/945c6085-e14a-4acb-8e41-3986e7486480?syn-25a6b1a6=1Russian Officer Accused of Bucha Atrocities Secures Candidate Slot for Parliament Elections (United 24 Media) https://united24media.com/world/russian-officer-accused-of-bucha-atrocities-secures-candidate-slot-for-parliament-elections-19382 EMAIL US:Contact the team on ukrainepod@telegraph.co.uk. We continue to read every message, and seek to respond to as many on air and in our newsletter as possible.HIGHLIGHTS:'Loser' Putin rains missiles on Ukraine as Russia 'out of ideas' Zelensky warns Moscow there are ‘no safe roads' in south and east Hosted on Acast. See acast.com/privacy for more information.
Holland America unveils 'Evolution' — a $500 million-plus renovation of six classic ships, the largest investment in the line's 153-year history, beginning with Oosterdam's drydock and adding new suites, solo verandahs, and a Grand Dutch Café. And Explora Journeys launches the bow section of Explora V at Fincantieri's Palermo shipyard, the LNG-powered fifth ship in MSC's luxury fleet expansion bound for delivery in 2027.
As the energy industry continues to evolve through decarbonisation, hydrogen, carbon capture and renewables, there is growing demand for professionals who can help organisations manage risk, protect people and support safe project delivery.In this episode, I speak with HSEQ leader Emmanuela Uzoechina about her journey into the energy sector, how health, safety, environment and quality functions are changing, and why HSEQ professionals have an important role to play in the future of energy.We discuss career pathways into HSEQ, the skills that remain relevant across industries, and how organisations can prepare for the challenges that come with new technologies and emerging energy sectors.Whether you're considering a career in HSEQ, working on major projects, or interested in the future workforce requirements of the energy transition, there is plenty to think about in this conversation.
The legislature goes on summer break but not before the government concedes its case against the fired Victoria School Trustees or the Yaletown overdose prevention site. Canada makes a deal to sell LNG to Germany, and Guilebeault calls it quits eventually. Note: If we said something about age limits for FHSAs, we didn’t. You heard wrong. Links End of spring session Shannon breaks down bill 9's passage Who voted for K'omoks treaty Firefighter’s health act Opposition MLA’s bill set to make dashcams mandatory for commercial trucks in B.C. | CBC News M-245 Minister's statement on School District 61 judicial review SD 61 trustees reinstated, Province concedes court case Overdose prevention site in Vancouver’s Yaletown not reopening: minister | CBC News Minister's statement on life-saving services in downtown Vancouver Canada reaches ‘milestone’ deal to sell LNG from Ksi Lisims project to Germany | CBC Steven Guilbeault, who quit over climate policy, says return under different PM possible 14 Liberal MPs pen letter to Carney raising concerns over environmental backslide | CBC News Ottawa plans amendments to lawful-access bill amid backlash – The Globe and Mail Liberals to amend police data interception bill following searing criticism | CBC News Carney says House of Commons won’t weigh in on Alberta’s referendum question | CBC News Stephane Dion on the Clarity Act Avi Lewis on separation
Join the Cognitive Dissidents as they examine recent events with an eye toward understanding what's really going on behind the official narratives, planning ahead and keeping the lines of communication open to help keep like-minded people sane! This week the Dissidents discuss the crazy deal the Trump Administration made with the Trump Administration to insulate him and everyone he knows and loves from ever being harassed by the govt for anything they've done or might be accused of doing in the future. We also discuss China, LNG, the North American Union, Cuba, the American election cycle and so much more. Find, Follow, Subscribe & Rate on your favorite podcasting platform AND for video and social & more... Website: https://monicaperezshow.com/ Rumble: https://rumble.com/user/monicaperezshow Youtube: https://www.youtube.com/c/MonicaPerez Twitter/X: @monicaperezshow Instagram: @monicaperezshow Find Hrvoje Moric: Website: https://geopoliticsandempire.com/ Substack: https://substack.com/@geopoliticsandempire Twitter/X: @HrvojePM Find Parallel Mike and Parallel Systems Broadcast: Parallel Mike Podcast: https://parallelmike.com Community & Financial Newsletter: https://www.patreon.com/parallelsystems YouTube: https://www.youtube.com/@parallelsystems Twitter/X: @parallel_mike Substack: https://substack.com/@parallelmike Patreon: http://patreon.com/parallelsystems Learn more about your ad choices. Visit megaphone.fm/adchoices
In Episode 328 of The Green Insider, host Mike Nemer sits down with Swapan Kataria, chairman of Thorium Atomic Power Corporation, to explore the future of thorium nuclear energy in the global energy transition. The conversation covers advanced nuclear reactors, LNG market shifts, baseload power demand, nuclear fuel recycling, energy security, and the regulatory barriers affecting next-generation nuclear deployment. Swapan explains why he moved from LNG development into thorium-based nuclear innovation, how thorium compares with uranium on cost and availability, and why countries like India and Indonesia may move faster than the United States in scaling new nuclear technologies. The Green Insider — Episode 328 In this episode, you’ll learn: Why Crown LNG paused its U.S. LNG project and shifted attention to international energy infrastructure opportunities. How thorium nuclear energy differs from uranium in availability, economics, and long-term fuel-cycle potential. Why advanced nuclear reactors and thorium technology could support reliable baseload power and grid stability. How spent nuclear fuel recycling could expand usable energy resources and reduce long-term waste challenges. Why India and Indonesia may emerge as early markets for thorium reactor development and deployment. What U.S. nuclear permitting, regulation, and project development hurdles still slow next-generation nuclear energy. 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. #Thorium #NuclearEnergy #AdvancedNuclear #EnergyTransition #BaseloadPower #LNG #EnergySecurity #NuclearInnovation #CleanEnergy #GridReliability The post The Future of Thorium: Swapan Kataria on Nuclear Energy's Next Chapter appeared first on eRENEWABLE.
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