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In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turle and Michael Tanner break down why “location, location, location” is driving the resilience—and risks—of U.S. drilling programs as breakeven costs diverge sharply across basins. They unpack rising natural gas prices amid LNG export demand, Germany's shaky energy outlook, and a wave of renewable sector troubles from Pine Gate Renewables' bankruptcy to Ørsted's massive losses. The hosts also highlight coal's global comeback, the long-term implications of U.S. turbine shortages, and Chevron's move into behind-the-meter Permian power for AI data centers. Plus, they take aim at COP30 drama and Gavin Newsom's energy commentary, contrasting political narratives with real-world demand for molecules—not slogans.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:15 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:53 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio13:04 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?16:01 - Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug Sheridan18:34 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model21:09 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the LocationU.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage NumbersPine Gate Renewables files for bankruptcy, selling solar business and project portfolioCOPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug SheridanChevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model
Greg Shearer speaks with Otar Dgebuadze and Nina Fahy on the rising global LNG supply, slowdown of demand in key established markets and how the infrastructure challenges limits significant demand growth in emerging LNG markets. Team thinks this ultimately warrants higher flexibility through storage and production in the US natural gas market. Speakers: Nina Fahy, Head of US Natural Gas Research Otar Dgebuadze, Natural Gas Research Greg Shearer, Head of Base & Precious Metals Research This podcast was recorded on November 14, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5112751-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
November 14, 2025 - BC landed two new spots on the Prime Minister's major projects list, what does it mean and what does it do for the provincial economy? Plus, an extended consultation on changes to the Heritage Conservation Act ends with UBCM saying local governments can't support the proposal — what position does that put the premier in? In an audio podcast extra, we look ahead to the BC NDP weekend convention. Host Rob Shaw is joined by Mike McKinnon, Allie Blades and Jillian Oliver. Brought to you by Uber Canada.
Winnipeg is getting ready for the Grey Cup, but the real game this week is between Mark Carney and Danielle Smith. We break down Carney's $116 billion “national interest” project list, why it's full of LNG, mines, and transmission lines, but still no new pipeline to the West Coast, and what that actually means for Alberta's leverage. Is this bold economic strategy or risk-free choreography from Ottawa? We unpack the so-called grand bargain on industrial carbon pricing, emissions caps, and CCUS, and ask whether Alberta and Saskatchewan are doing the hard work they say they want from the feds. Then we shift to the home front: where the NDP is attempting to capitalize on the UCP's brutal few weeks with a slick new ad. Plus, the UCP faces a recall campaign against its own MLAs. Cheryl explains why the NDP spot is exactly the kind of contrast piece their base has been waiting for, while Erika tears into the government's recall communications strategy and asks why anyone thought this law was a good idea in the first place.
The sanctions loophole allowing EU countries to import Russian LNG, the climate knowledge gap left by war, and the EU's largest rare-earth magnet factory… right on Estonia's Russian border. Later: inter-European high-speed rail travel, reducing the carbon footprint of cement, French reforestation and UK wine. + LNG report https://shorturl.at/nj93t + Cement report https://shorturl.at/qeXYY + ?maca=en-podcast_inside-europe-949-xml-mrss
Poten & Partners' Jason Feer, global head of business intelligence, joins NGI's Jamison Cocklin, managing editor of LNG, to discuss how the rapid North American LNG export growth could slow down projects still in the development phase. They explore whether potential project delays could slow an expected LNG supply glut later in the decade, as well as how long oversupply could affect the natural gas market. Cocklin and Feer also discuss implications of the supply glut on U.S. natural gas prices and on global benchmarks, and how foreign offtakers could react to shifting prices. In the wake of six LNG projects having reached final investment decisions in 2025, they also delve into the viability of financing additional projects.
This week on the podcast, Jackie and Peter share their insights on Canada's 2025 federal budget, released last week and expected to pass on November 17. They also briefly introduce the topic of COP30, which started the day they recorded, and Bill Gates' recent memo on climate. They discuss several aspects of the budget, including the size of the deficit and debt, government plans to reduce day-to-day operating expenses, and several tax measures—notably, new Productivity Super Deduction and the updated accelerated capital cost depreciation rules for LNG, which are supportive, but still less generous than the Productivity Super Reduction. They also examine the introduction of new investment tax credits (ITCs) for clean energy. These incentives were largely anticipated, having been announced in the previous budget but never enacted. A major focus is the proposed Canada Climate Competitiveness Strategy, which aims to strengthen industrial carbon pricing while preventing carbon leakage. Jackie and Peter explore related policy commitments, including maintaining methane-reduction regulations and the Clean Electricity Regulation, along with signals of possible flexibility around the removal of the oil and gas emissions cap. However, they note that such flexibility may depend on the deployment at scale of carbon capture and storage, which remains uncertain.Content referenced in this podcast includes: Canada Budget 2025 Bill Gates Memo “Three tough truths about climate” (October 2025) The Hub.ca article by Trevor Tombe “There's a big gap between rhetoric and reality” (November 2025) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
In Episode 305 of UnSpun with Jody Vance and George Affleck, it's a wild ride from City Hall to Washington, with detours through measles outbreaks, LNG politics, and billion-dollar hypocrisy.Here's what's inside:
Democrats release emails from Jeffrey Epstein's estate that raise serious questions about Donald Trump and his knowledge of Epstein's crimes. CBC News has learned Prime Minister Mark Carney's second round of nation-building projects to include mines, LNG, and Iqaluit hydro. Canada imposes new sanctions targetting Russian cyber warfare, drone, and energy infrastructure. US Travel Association report says tourism industry lost close to 6 billion dollars in 2025, as Canadians cancelled trips to the US. Fighting breaks out at COP30 summit when Indigenous protesters storm conference center in Belém, Brazil. Canadians mobilize to send aid to the Philippines after Typhoon Fung-wong leaves a million people displaced. Canadian government to match individual Red Cross donations for Hurricane Melissa humanitarian relief in Jamaica, Cuba and Haiti.
The Ksi Lisims liquefied natural gas project near Prince Rupert is one of the next batch of nation-building projects the federal government is set to announce this week. The planned capacity is up to 12 million tonnes of LNG per year, representing a major economic and employment opportunity.Stewart Muir, the president and CEO of Resource Works, joins the show to discuss what LNG projects entail. Thomas Green, senior manager for climate solutions with the David Suzuki Foundation, joins the show to discuss potential environmental impacts of the project. And we take audience calls to weigh in on these "nation-building" LNG projects in Canada.
Energy is at the heart of the US-Greece relationship these days, especially with a landmark offshore gas exploration deal with ExxonMobil and a 20-year LNG agreement with the US. Thanos Davelis is joined by Ambassador Geoffrey Pyatt, as we look at how energy is driving US-Greece relations forward, and how it's giving the 3+1 partnership of Greece, Cyprus, Israel and the US a new boost.You can read the articles we discuss on our podcast here:Greece deepens US energy ties with first gas exploration deal in 40 yearsGreece, US ink 20-year LNG contract‘Achilles' Shield' defense program moving forward againSyrian President Sharaa arrives at White House in historic firstSyria's President Meets Trump at White House for First Time
Um weiter ungehindert Öl und Gas aus Russland beziehen zu dürfen, hat sich Budapest bereit erklärt, LNG und Nukleartechnologie aus den USA einzukaufen. Dabei hat der Binnenstaat eigentlich gar keinen Bedarf an per Tanker geliefertem Flüssigerdgas, und auch Reaktormodule made in America kommen nicht gegen russische Hightech an. Von Olga Samofalowa
NGI's managing editor of Mexico, Christopher Lenton speaks with Alex Munton, global gas and LNG research lead at Rapidan Energy Group, about how the Trump administration is impacting North American natural gas markets. Munton highlights that while the industry welcomes a more favorable policy environment, rising costs are weighing heavily on upstream activity. This makes for a more complex dynamic for natural gas even as LNG demand surges. Munton also explains that the United States faces the daunting task of boosting production by roughly 20 Bcf/d to meet booming LNG exports and rising power demand. Against that backdrop, key gas plays like the Marcellus and Haynesville shales face infrastructure and cost hurdles. He also casts doubt on Mexico's and Alaska's LNG ambitions amid financing and logistical challenges, reinforcing why Gulf Coast terminals dominate. As affordability and energy costs become political flashpoints, Munton warns that high prices could reshape both the energy landscape and U.S. voter sentiment.
In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down why U.S. drilling success still comes down to “location, location, location.” They analyze breakeven costs across major basins, rising LNG demand and natural gas prices, and the growing acceptance of natural gas as a “clean” fuel. The hosts discuss Pine Gate Renewables' bankruptcy, Orsted's mounting losses, and the ripple effects of inflation on ConocoPhillips' Willow project. They wrap with insights on rig counts, production strategies, and why smart investors are turning back to oil and gas for real returns.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast 00:00 - Intro00:14 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:57 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:51 - UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions10:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio15:53 - Market Updates17:12 - Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?20:22 - ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?24:30 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the LocationU.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage NumbersUK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane EmissionsPine Gate Renewables files for bankruptcy, selling solar business and project portfolioRig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?
Brent råolieRusland eksporterer stadig store mængder olie, men har sværere ved at finde købere. Olien hobes op på tankskibe, og færre russiske skibe passerer Malacca Strædet på vej til Asien. Det peger på stigende lagre, som vil lægge pres på Brent. Vi venter, at olieprisen falder til $55 i 2. kvartal 2026, før geopolitiske spændinger og selvregulerende markedskræfter kan løfte prisen igen.DieselDieselprisen ligger over det niveau, som de faktiske forhold tilsiger. Geopolitik og højere fragtrater driver prisen op, selvom lagrene er rigelige. Vi fastholder 50% prissikring for 2026 og 2027, men dagens pris over DKK 4,15 er ikke attraktiv. Afvent yderligere prissikring. Vi regner med et fald mod DKK 3,00 i 2. kvartal 2026, og det kan igen gøre ny prissikring relevant.NaturgasLunt vejr og solid LNG-import har udskudt vintertrækket fra gaslagrene, men risikoen for koldere vejr og forsinkelser i nye LNG-terminaler øger risikoen for højere gaspriser. Vi anbefaler derfor danske virksomheder at afdække denne vinters gasforbrug højere end normalt og at løfte prissikringen af vinteren 2026/2027 fra lav til normal (typisk 50 %). Læs hele analysen her.Vigtig investorinformation.
2025-11-09 | Silicon Wafers 051 | DAILY UPDATES | Despite the profusion of stories we've covered, the battle for Pokrovsk, energy sanctions, and so on, the most important strategic angle on the war this winter is the attritional energy war. And it's unlike the Western attitude to the war throughout all these four years – to cede the escalation dominance to Russia, always pulling punches, in support for Ukraine, and never allowing its ally to land a decisive blow on Russia. Now Ukraine is takin off the gloves, because below the nuclear threshold, there is nothing holding back Russia's viciousness and violence. Ukraine is seeking to inflict greater costs on Russia in the energy war, than it can impose upon Ukraine. This ‘escalation' is the only way to make it clear to Putin he cannot win and is the only way to inflict economic and social costs that start to make Putin's brittle regime appear vulnerable to its internal audience. Nothing else will get through to Putin. Nothing at all. Ukraine's “doomsday lever”? Hitting the Yamal network — myth vs. math. There is an inescapable logic to the course of this existential escalation for Ukraine's existence. It starts with testing the theory of imposing blackouts and heating denial to smaller, non-strategic Russian towns. Belgorod, Vladimir, Voronezh. And this is happening now. The next stage is to test supporting infrastructure around Moscow – electricity substations, energy supply routes for fuel, gas and oil products. This is happening. Beyond that, are substantial and extended blackouts in smaller towns, then Moscow and St. Petersburg. But that's not the final arrow in Ukraine's quiver. It has a doomsday option – hitting Yamal Cross. If none of the other escalatory steps lead to an unconditional ceasefire, then I suggest it's a near certainly that we'll reach the doomsday stage for Moscow by end of this winter. ----------Partner on this video: KYIV OF MINE Watch the trailer now: https://www.youtube.com/watch?v=arJUcE1rxY0'Kyiv of Mine' is a documentary series about Ukraine's beautiful capital, Kyiv. The film production began in 2018, and much has changed since then. It is now 2025, and this story is far from over.https://www.youtube.com/@UCz6UbVKfqutH-N7WXnC5Ykg https://www.kyivofmine.com/#theprojectKyiv of Mine is fast paced, beautifully filmed, humorous, fun, insightful, heartbreaking, moving, hopeful. The very antithesis in fact of a doom-laden and worthy wartime documentary. This is a work that is extraordinarily uplifting. My friend Operator Starsky says the film is “Made with so much love. The film series will make you laugh and cry.” ----------SOURCES: Ukrainian attacks in Russia's Belgorod, Kursk oblasts leave ≥20,000 without power — The Moscow Times/AFP, Nov. 9, 2025‘A powerful secondary detonation' — Donetsk airport Shahed hub strike — Kyiv Independent, Nov. 6, 2025Volgograd refinery halted after drone strike — Reuters, Nov. 6, 2025Crimea oil depot fire (Simferopol/Hvardiiske) after drone attacks — Ukrinform, Nov. 6, 2025Bashkortostan: Sterlitamak petrochemical plant struck — Kyiv Independent, Nov. 7, 2025Russian rebel group sabotages locomotives — Kyiv Post, Nov. 6, 2025ORLEN–Naftogaz: three U.S. LNG cargoes in Q1 2026 (≥300 mcm) — ORLEN press release; Naftogaz release; Polish Radio; Kyiv Independent, Nov. 7–8, 2025Energy attrition context: Reuters refinery capacity tally, Sept. 1, 2025. (Reuters)Gas flows & the Yamal reality check — Bruegel (end of transit via Ukraine, Jan. 1, 2025); Gas Strategies (financial impact); Oxford Energy (transit mechanics)Operational/tech framing of the strike campaign — CSIS analyses, 2025----------
Geopower, Energy Realpolitik with Todd Royal - The stakes extend far beyond municipal governance—this election signals how urban energy policy, infrastructure resilience, and geopolitical considerations (from LNG supply to semiconductor-driven data-center demand) are now front-and-centre in big-city contests. With McKinney-based data centre expansions and grid load forecasts pointing to...
More propane production. More exports. More inventories. The U.S. propane market, already oversupplied, is becoming even more so, putting additional downward pressure on prices. At the same time, surging demand from LNG exports and gas-fired power generation is pushing natural gas prices higher. Electricity prices are climbing too, further tilting the scales in propane's favor. The big question is, will these shifting fuel-price relationships move the needle on retail propane demand.
Recorded November 4th, 2025 and September 17th, 2025 https://www.youtube.com/watch?v=mbpQoAp0AUc Episode 144 of the PetroNerds podcast is another heavy hitting PetroNerdy special. The body of this podcast is Trisha Curtis' talk to the Fort Worth Chamber of Commerce on September 17th, 2025. Trisha introduces this podcast with a fresh market update covering OPEC Plus' recent output increase, the Xi and Trump meeting, China and the US, geopolitics, the Fed, and the consumer. In this presentation and talk Trisha takes listeners through the oil market and the economy and begins the presentation and talk with oil prices and the health of the economy, the move to $65 oil on the back of Ukrainian strikes on Russian refineries, Putin and Russia's drone incursions into European airspace, and Xi Jinping's SCO meeting with North Korea, India, and Russia, and China's military parade. Trisha talks about natural gas prices and the natural gas outlook and AI demand and power generation, US vs. China and the AI race, and OPEC Plus and Saudi output and market share. She gets into oil prices and the sentiment of the oil industry, crude oil inventories, explaining tariffs and what they mean and why, tariffs on India and China, Chinese crude oil stockpiling, and China's support of Russia. Trisha further dives into tariffs being about China and competition with China, the US manufacturing industrial base, manufacturing and the role of power generation. She gets into the rig count, longer laterals, the efficiency of the service sector and the resilient output of US shale, LNG exports and prices, global LNG market, US natural gas prices and residential natural gas prices, EIA nat gas price spike projections, and electricity prices. She talks about global coal consumption, Chinese coal consumption, global electricity, Chinese electricity, and Chinese oil and gas consumption and their economy. The last 15 minutes are filled with excellent questions from the audience including peak oil, coal and electricity prices, and oil and natural gas prices projections. Trisha Curtis' interview on Real America's Voice Steve Guber Show Trisha Curtis' opinion piece in the Daily Caller, "Winning Against China Means Winning on Energy"
Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Dan Sceli, CEO of Westport Fuel Systems (NASDAQ: WPRT) (TSX: WPRT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) Westport's leading position as a supplier of advanced, affordable, low-emission technologies for the global transportation and industrial sectors; 2) how the company's HPDI™ technology enables diesel engines to run on clean fuels like CNG, RNG, LNG, and hydrogen, at lower cost and reducing CO2 emissions by 20-30% and by up to 100% with bioLNG; 3) the strategic value of its joint venture with Volvo Group; 4) how divesting its light-duty business enhances focus on heavy-duty applications and strengthened its financial position; and 5) WPRT's growth strategy and key signposts ahead.
Mary Lovell is a queer grassroots organizer, visual artist, and activist who has been fighting oil and gas infrastructure and for social justice for their adult life - living up in the Kitsap Penninsula they are working on their first book and love working with people to build power in their communitiesWelcome to the Arise podcast. This is episode 12, conversations on Reality. And today we're touching on organizing and what does it mean to organize? How do we organize? And we talk to a seasoned organizer, Mary Lavelle. And so Mary is a queer, grassroots organizer, visual artist and activist who has been fighting oil and gas infrastructure and fighting for social justice in their adult life. Living in the Kitsap Peninsula. They're working on their first book and love working with people to build power in their communities. Join us. I hope you stay curious and we continue the dialogue.Danielle (00:02):Okay, Mary, it's so great to have you today. Just want to hear a little bit about who you are, where you come from, how did you land? I know I met you in Kitsap County. Are you originally from here? Yeah. Just take itMary (00:15):Away. Yeah. So my name is Mary Lovel. I use she or they pronouns and I live in Washington State in Kitsap County. And then I have been organizing, I met Danielle through organizing, but I've spent most of my life organizing against oil and gas pipelines. I grew up in Washington state and then I moved up to Canada where there was a major oil pipeline crossing through where I was living. And so that got me engaged in social justice movements. That's the Transmountain pipeline, which it was eventually built, but we delayed it by a decade through a ton of different organizing, combination of lawsuits and direct action and all sorts of different tactics. And so I got to try and learn a lot of different things through that. And then now I'm living in Washington state and do a lot of different social justice bits and bobs of organizing, but mostly I'm focused on stopping. There's a major gas build out in Texas and Louisiana, and so I've been working with communities down there on pressuring financiers behind those oil and gas pipelines and major gas export. But all that to say, it's also like everyone is getting attacked on all sides. So I see it as a very intersectional fight of so many communities are being impacted by ice and the rise of the police state becoming even more prolific and surveillance becoming more prolific and all the things. So I see it as one little niche in a much larger fight. Yeah,Yeah, totally. I think when I moved up to Canada, I was just finished high school, was moving up for college, had been going to some of the anti-war marches that were happening at the time, but was very much along for the ride, was like, oh, I'll go to big stuff. But it was more like if there was a student walkout or someone else was organizing people. And then when I moved up to Canada, I just saw the history of the nation state there in a totally different way. I started learning about colonialism and understanding that the land that I had moved to was unseated Tu Squamish and Musqueam land, and started learning also about how resource extraction and indigenous rights went hand in hand. I think in general, in the Pacific Northwest and Coast Salish territories, the presence of indigenous communities is really a lot more visible than other parts of North America because of the timelines of colonization.(03:29):But basically when I moved and had a fresh set of eyes, I was seeing the major marginalization of indigenous communities in Canada and the way that racism was showing up against indigenous communities there and just the racial demographics are really different in Canada. And so then I was just seeing the impacts of that in just a new way, and it was just frankly really startling. It's the sheer number of people that are forced to be houseless and the disproportionate impacts on especially indigenous communities in Canada, where in the US it's just different demographics of folks that are facing houselessness. And it made me realize that the racial context is so different place to place. But anyways, so all that to say is that I started learning about the combination there was the rise of the idle, no more movement was happening. And so people were doing a lot of really large marches and public demonstrations and hunger strikes and all these different things around it, indigenous rights in Canada and in bc there was a major pipeline that people were fighting too.(04:48):And that was the first time that I understood that my general concerns about climate and air and water were one in the same with racial justice. And I think that that really motivated me, but I also think I started learning about it from an academic standpoint and then I was like, this is incredibly dumb. It's like all these people are just writing about this. Why is not anyone doing anything about it? I was going to Simon Fraser University and there was all these people writing whole entire books, and I was like, that's amazing that there's this writing and study and knowledge, but also people are prioritizing this academic lens when it's so disconnected from people's lived realities. I was just like, what the fuck is going on? So then I got involved in organizing and there was already a really robust organizing community that I plugged into there, but I just helped with a lot of different art stuff or a lot of different mass mobilizations and trainings and stuff like that. But yeah, then I just stuck with it. I kept learning so many cool things and meeting so many interesting people that, yeah, it's just inspiring.Jenny (06:14):No, that's okay. I obviously feel free to get into as much or as little of your own personal story as you want to, but I was thinking we talk a lot about reality on here, and I'm hearing that there was introduction to your reality based on your education and your experience. And for me, I grew up in a very evangelical world where the rapture was going to happen anytime and I wasn't supposed to be concerned with ecological things because this world was going to end and a new one was going to come. And I'm just curious, and you can speak again as broadly or specifically if the things you were learning were a reality shift for you or if it just felt like it was more in alignment with how you'd experienced being in a body on a planet already.Mary (07:08):Yeah, yeah, that's an interesting question. I think. So I grew up between Renton and Issaquah, which is not, it was rural when I was growing up. Now it's become suburban sprawl, but I spent almost all of my summers just playing outside and very hermit ish in a very kind of farm valley vibe. But then I would go into the city for cool punk art shows or whatever. When you're a teenager and you're like, this is the hippest thing ever. I would be like, wow, Seattle. And so when I moved up to Vancouver, it was a very big culture shock for me because of it just being an urban environment too, even though I think I was seeing a lot of the racial impacts and all of the, but also a lot of just that class division that's visible in a different way in an urban environment because you just have more folks living on the streets rather than living in precarious places, more dispersed the way that you see in rural environments.(08:21):And so I think that that was a real physical shift for me where it was walking around and seeing the realities people were living in and the environment that I was living in. It's like many, many different people were living in trailers or buses or a lot of different, it wasn't like a wealthy suburban environment, it was a more just sprawling farm environment. But I do think that that moving in my body from being so much of my time outside and so much of my time in really all of the stimulation coming from the natural world to then going to an urban environment and seeing that the crowding of people and pushing people into these weird living situations I felt like was a big wake up call for me. But yeah, I mean my parents are sort of a mixed bag. I feel like my mom is very lefty, she is very spiritual, and so I was exposed to a lot of different face growing up.(09:33):She is been deep in studying Buddhism for most of her life, but then also was raised Catholic. So it was one of those things where my parents were like, you have to go to Catholic school because that's how you get morals, even though both of them rejected Catholicism in different ways and had a lot of different forms of abuse through those systems, but then they're like, you have to do this because we had to do it anyways. So all that to say is that I feel like I got exposed to a lot of different religious forms of thought and spirituality, but I didn't really take that too far into organizing world. But I wasn't really forced into a box the same way. It wasn't like I was fighting against the idea of rapture or something like that. I was more, I think my mom especially is very open-minded about religion.(10:30):And then my dad, I had a really hard time with me getting involved in activism because he just sees it as really high risk talk to me for after I did a blockade for a couple months or different things like that. Over the course of our relationship, he's now understands why I'm doing what I'm doing. He's learned a lot about climate and I think the way that this social movements can create change, he's been able to see that because of learning through the news and being more curious about it over time. But definitely that was more of the dynamic is a lot of you shouldn't do that because you should keep yourself safe and that won't create change. It's a lot of the, anyways,I imagine too getting involved, even how Jenny named, oh, I came from this space, and Mary, you came from this space. I came from a different space as well, just thinking. So you meet all these different kinds of people with all these different kinds of ideas about how things might work. And obviously there's just three of us here, and if we were to try to organize something, we would have three distinct perspectives with three distinct family origins and three distinct ways of coming at it. But when you talk about a grander scale, can you give any examples or what you've seen works and doesn't work in your own experience, and how do you personally navigate different personalities, maybe even different motivations for getting something done? Yeah,Mary (12:30):Yeah. I think that's one of the things that's constantly intention, I feel like in all social movements is some people believe, oh, you should run for mayor in order to create the city environment that you want. Or some people are like, oh, if only we did lawsuits. Why don't we just sue the bastards? We can win that way. And then the other people are like, why spend the money and the time running for these institutions that are set up to create harm? And we should just blockade them and shift them through enough pressure, which is sort of where I fall in the political scheme I guess. But to me, it's really valuable to have a mix where I'm like, okay, when you have both inside and outside negotiation and pressure, I feel like that's what can create the most change because basically whoever your target is then understands your demands.(13:35):And so if you aren't actually clearly making your demands seen and heard and understood, then all the outside pressure in the world, they'll just dismiss you as being weird wing nuts. So I think that's where I fall is that you have to have both and that those will always be in disagreement because anyone doing inside negotiation with any kind of company or government is always going to be awkwardly in the middle between your outside pressure and what the target demand is. And so they'll always be trying to be wishy-washy and water down your demands or water down the, yeah. So anyways, all that to say is so I feel like there's a real range there, and I find myself in the most disagreements with the folks that are doing inside negotiations unless they're actually accountable to the communities. I think that my main thing that I've seen over the years as people that are doing negotiations with either corporations or with the government often wind up not including the most directly impacted voices and shooing them out of the room or not actually being willing to cede power, agreeing to terms that are just not actually what the folks on the ground want and celebrating really small victories.(15:06):So yeah, I don't know. That's where a lot of the tension is, I think. But I really just believe in the power of direct action and arts and shifting culture. I feel like the most effective things that I've seen is honestly spaghetti on the wall strategy where you just try everything. You don't actually know what's going to move these billionaires.(15:32):They have huge budgets and huge strategies, but it's also if you can create, bring enough people with enough diverse skill sets into the room and then empower them to use their skillsets and cause chaos for whoever the target is, where it's like they are stressed out by your existence, then they wind up seeding to your demands because they're just like, we need this problem to go away. So I'm like, how do we become a problem that's really hard to ignore? It's basically my main strategy, which sounds silly. A lot of people hate it when I answer this way too. So at work or in other places, people think that I should have a sharper strategy and I'm like, okay, but actually does anyone know the answer to this question? No, let's just keep rolling anyways. But I do really going after the financiers or SubT targets too.(16:34):That's one of the things that just because sometimes it's like, okay, if you're going to go after Geo Corp or Geo Group, I mean, or one of the other major freaking giant weapons manufacturers or whatever, it just fully goes against their business, and so they aren't going to blink even at a lot of the campaigns, they will get startled by it versus the people that are the next layer below them that are pillars of support in the community, they'll waffle like, oh, I don't want to actually be associated with all those war crimes or things like that. So I like sub targets, but those can also be weird distractions too, depending on what it is. So yeah, really long. IDanielle (17:24):Dunno how you felt, Jenny, but I feel all those tensions around organizing that you just said, I felt myself go like this as you went through it because you didn't. Exactly. I mean nothing. I agree it takes a broad strategy. I think I agree with you on that, but sitting in the room with people with broad perspectives and that disagree is so freaking uncomfortable. It's so much just to soothe myself in that environment and then how to know to balance that conversation when those people don't even really like each other maybe.Mary (17:57):Oh yeah. And you're just trying to avoid having people get in an actual fight. Some of the organizing against the banger base, for instance, I find really inspiring because of them having ex submarine captains and I'm like, okay, I'm afraid of talking to folks that have this intense military perspective, but then when they walk away from their jobs and actually want to help a movement, then you're like, okay, we have to organize across difference. But it's also to what end, it's like are you going to pull the folks that are coming from really diverse perspectives further left through your organizing or are you just trying to accomplish a goal with them to shift one major entity or I dunno. But yeah, it's very stressful. I feel like trying to avoid getting people in a fight is also a role myself or trying to avoid getting invites myself.Jenny (19:09):That was part of what I was wondering is if you've over time found that there are certain practices or I hate this word protocols or ways of engaging folks, that feels like intentional chaos and how do you kind of steward that chaos rather than it just erupting in a million different places or maybe that is part of the process even. But just curious how you've found that kind ofMary (19:39):Yeah, I love doing calendaring with people so that people can see one another's work and see the value of both inside and outside pressure and actually map it out together so that they aren't feeling overwhelmed by the prospect of one sort of train of thought leading. Do you know what I mean? Where it's like if people see all of this DC based blobbing happening, that's very much less so during the current administration, but for example, then they might be frustrated and feel like, where is our pressure campaign or where is our movement building work versus if you actually just map out those moments together and then see how they can be in concert. I feel like that's my real, and it's a bit harder to do with lawsuit stuff because it's just so much not up to social movements about when that happens because the courts are just long ass processes that are just five years later they announced something and you're like, what?(20:53):But for the things that you can pace internally, I feel like that is a big part of it. And I find that when people are working together in coalition, there's a lot of communities that I work with that don't get along, but they navigate even actively disliking each other in order to share space, in order to build a stronger coalition. And so that's to me is really inspiring. And sometimes that will blow up and become a frustrating source of drama where it's like you have two frontline leaders that are coming from a very different social movement analysis if one is coming from economic justice and is coming from the working class white former oil worker line of thinking. And then you have a community organizer that's been grown up in the civil rights movement and is coming from a black feminism and is a black organizer with a big family. Some of those tensions will brew up where it's like, well, I've organized 200 oil workers and then you've organized a whole big family, and at the end of the day, a lot of the former oil workers are Trumpers and then a lot of the black fam is we have generations of beef with y'all.(22:25):We have real lived history of you actually sorting our social progress. So then you wind up in this coalition dynamic where you're like, oh fuck. But it's also if they both give each other space to organize and see when you're organizing a march or something like that, even having contingent of people coming or things like that, that can be really powerful. And I feel like that's the challenge and the beauty of the moment that we're in where you're like you have extreme social chaos in so many different levels and even people on the right are feeling it.Danielle (23:12):Yeah, I agree. I kind of wonder what you would say to this current moment and the coalition, well, the people affected is broadening, and so I think the opportunity for the Coalition for Change is broadening and how do we do that? How do we work? Exactly. I think you pinned it. You have the oil person versus this other kind of family, but I feel that, and I see that especially around snap benefits or food, it's really hard when you're at the government level, it's easy to say, well, those people don't deserve that dah, dah, dah, right? But then you're in your own community and you ask anybody, Hey, let's get some food for a kid. They're like, yeah, almost no one wants to say no to that. So I don't know, what are you kind of hearing? What are you feeling as I say that?Mary (24:11):Yeah, I definitely feel like we're in a moment of great social upheaval where I feel like the class analysis that people have is really growing when have people actually outright called the government fascist and an oligarchy for years that was just a very niche group of lefties saying that. And then now we have a broad swath of people actually explicitly calling out the classism and the fascism that we're seeing rising. And you're seeing a lot of people that are really just wanting to support their communities because they're feeling the impacts of cost of living and feeling the impacts of all these social programs being cut. And also I think having a lot more visibility into the violence of the police state too. And I think, but yeah, it's hard to know exactly what to do with all that momentum. It feels like there's a huge amount of momentum that's possible right now.(25:24):And there's also not a lot of really solid places for people to pour their energy into of multiracial coalitions with a specific demand set that can shift something, whether it be at the state level or city level or federal level. It feels like there's a lot of dispersed energy and you have these mass mobilizations, but then that I feel excited about the prospect of actually bringing people together across difference. I feel like it really is. A lot of people are really demystified so many people going out to protests. My stepmom started going out to a lot of the no kings protests when she hasn't been to any protest over the whole course of her life. And so it's like people being newly activated and feeling a sense of community in the resistance to the state, and that's just really inspiring. You can't take that moment back away from people when they've actually gone out to a protest.(26:36):Then when they see protests, they know what it feels like to be there. But yeah, I feel like I'm not really sure honestly what to do with all of the energy. And I think I also have been, and I know a lot of other organizers are in this space of grieving and reflecting and trying to get by and they aren't necessarily stepping up into a, I have a strategy, please follow me role that could be really helpful for mentorship for people. And instead it feels like there's a bit of a vacuum, but that's also me calling from my living room in Kitsap County. I don't have a sense of what's going on in urban environments really or other places. There are some really cool things going on in Seattle for people that are organizing around the city's funding of Tesla or building coalitions that are both around defunding the police and also implementing climate demands or things like that. And then I also feel like I'm like, people are celebrating that Dick Cheney died. Fuck yes. I'm like, people are a lot more just out there with being honest about how they feel about war criminals and then you have that major win in New York and yeah, there's some little beacons of hope. Yeah. What do you all think?Jenny (28:16):I just find myself really appreciating the word coalition. I think a lot of times I use the word collective, and I think it was our dear friend Rebecca a couple of weeks ago was like, what do you mean by collective? What are you saying by that? And I was struggling to figure that out, and I think coalition feels a lot more honest. It feels like it has space for the diversity and the tensions and the conflicts within trying to perhaps pursue a similar goal. And so I just find myself really appreciating that language. And I was thinking about several years ago I did an embodied social justice certificate and one of the teachers was talking about white supremacy and is a professor in a university. I was like, I'm aware of representing white supremacy in a university and speaking against it, and I'm a really big believer in termites, and I just loved that idea of I myself, I think it's perhaps because I think I am neurodivergent and I don't do well in any type of system, and so I consider myself as one of those that will be on the outside doing things and I've grown my appreciation for those that have the brains or stamina or whatever is required to be one of those people that works on it from the inside.(29:53):So those are some of my thoughts. What about you, Danielle?Danielle (30:03):I think a lot about how we move where it feels like this, Mary, you're talking about people are just quiet and I know I spent weeks just basically being with my family at home and the food thing came up and I've been motivated for that again, and I also just find myself wanting to be at home like cocoon. I've been out to some of the marches and stuff, said hi to people or did different things when I have energy, but they're like short bursts and I don't feel like I have a very clear direction myself on what is the long-term action, except I was telling friends recently art and food, if I can help people make art and we can eat together, that feels good to me right now. And those are the only two things that have really resonated enough for me to have creative energy, and maybe that's something to the exhaustion you're speaking about and I don't know, I mean Mary A. Little bit, and I know Jenny knows, I spent a group of us spent years trying to advocate for English language learners here at North and in a nanosecond, Trump comes along and just Fs it all, Fs up the law, violates the law, violates funding all of this stuff in a nanosecond, and you're like, well, what do you do about that?(31:41):It doesn't mean you stop organizing at the local level, but there is something of a punch to the gut about it.Mary (31:48):Oh yeah, no, people are just getting punched in the gut all over the place and then you're expected to just keep on rolling and moving and you're like, alright, well I need time to process. But then it feels like you can just be stuck in this pattern of just processing because they just keep throwing more and more shit at you and you're like, ah, let us hide and heal for a little bit, and then you're like, wait, that's not what I'm supposed to be doing right now. Yeah. Yeah. It's intense. And yeah, I feel that the sense of need for art and food is a great call. Those things are restorative too, where you're like, okay, how can I actually create a space that feels healthy and generative when so much of that's getting taken away? I also speaking to your somatic stuff, Jenny, I recently started doing yoga and stretching stuff again after just years of not because I was like, oh, I have all this shit all locked up in my body and I'm not even able to process when I'm all locked up. Wild. Yeah.Danielle (33:04):Yeah. I fell in a hole almost two weeks ago, a literal concrete hole, and I think the hole was meant for my husband Luis. He actually has the worst luck than me. I don't usually do that shit meant I was walking beside him, I was walking beside of him. He is like, you disappeared. I was like, it's because I stepped in and I was in the moment. My body was like, oh, just roll. And then I went to roll and I was like, well, I should put my hand out. I think it's concrete. So I sprained my right ankle, I sprained my right hand, I smashed my knees on the concrete. They're finally feeling better, but that's how I feel when you talk about all of this. I felt like the literal both sides of my body and I told a friend at the gym is like, I don't think I can be mortal combat because when my knees hurt, it's really hard for me to do anything. So if I go into any, I'm conscripted or anything happens to me, I need to wear knee pads.Jenny (34:48):Yeah. I literally Googled today what does it mean if you just keep craving cinnamon? And Google was like, you probably need sweets, which means you're probably very stressed. I was like, oh, yeah. It's just interesting to me all the ways that our bodies speak to us, whether it's through that tension or our cravings, it's like how do we hold that tension of the fact that we are animal bodies that have very real needs and the needs of our communities, of our coalitions are exceeding what it feels like we have individual capacity for, which I think is part of the point. It's like let's make everything so unbelievably shitty that people have a hard time just even keeping up. And so it feels at times difficult to tend to my body, and I'm trying to remember, I have to tend to my body in order to keep the longevity that is necessary for this fight, this reconstruction that's going to take probably longer than my life will be around, and so how do I keep just playing my part in it while I'm here?Mary (36:10):Yeah. That's very wise, Jenny. I feel like the thing that I've been thinking about a lot as winter settles in is that I've been like, right, okay, trees lose their leaves and just go dormant. It's okay for me to just go dormant and that doesn't mean that I'm dead. I think that's been something that I've been thinking about too, where it's like, yeah, it's frustrating to see the urgency of this time and know that you're supposed to be rising to the occasion and then also be in your dormancy or winter, but I do feel like there is something to that, the nurturing of the roots that happens when plants aren't focused on growing upwards. I think that that's also one of the things that I've been thinking a lot about in organizing, especially for some of the folks that are wanting to organize but aren't sure a lot of the blockade tactics that they were interested in pursuing now feel just off the table for the amount of criminalization or problems that they would face for it. So then it's like, okay, but how do we go back and nurture our roots to be stronger in the long run and not just disappear into the ether too?Danielle (37:31):I do feel that, especially being in Washington, I feel like this is the hibernation zone. It's when my body feels cozy at night and I don't want to be out, and it means I want to just be with my family more for me, and I've just given myself permission for that for weeks now because it's really what I wanted to do and I could tell my kids craved it too, and my husband and I just could tell they needed it, and so I was surprised I needed it too. I like to be out and I like to be with people, but I agree, Mary, I think we get caught up in trying to grow out that we forget that we do need to really take care of our bodies. And I know you were saying that too, Jenny. I mean, Jenny Jenny's the one that got me into somatic therapy pretty much, so if I roll out of this telephone booth, you can blame Jenny. That's great.Mary (38:39):That's perfect. Yeah, somatics are real. Oh, the cinnamon thing, because cinnamon is used to regulate your blood sugar. I don't know if you realize that a lot of people that have diabetes or insulin resistant stuff, it's like cinnamon helps see your body with sugar regulation, so that's probably why Google was telling you that too.Jenny (39:04):That is really interesting. I do have to say it was one of those things, I got to Vermont and got maple syrup and I was like, I don't think I've ever actually tasted maple syrup before, so now I feel like I've just been drinking it all day. So good. Wait,Mary (39:29):That's amazing. Also, it's no coincidence that those are the fall flavors, right? Like maple and cinnamon and all the Totally, yeah. Cool.Danielle (39:42):So Mary, what wisdom would you give to folks at whatever stage they're in organizing right now? If you could say, Hey, this is something I didn't know even last week, but I know now. Is there something you'd want to impart or give away?Mary (39:59):I think the main thing is really just to use your own skills. Don't feel like you have to follow along with whatever structure someone is giving you for organizing. It's like if you're an artist, use that. If you're a writer, use that. If you make film, use that, don't pigeonhole yourself into that. You have to be a letter writer because that's the only organized thing around you. I think that's the main thing that I always feel like is really exciting to me is people, if you're a coder, there's definitely activists that need help with websites or if you're an accountant, there are so many organizations that are ready to just get audited and then get erased from this world and they desperately need you. I feel like there's a lot of the things that I feel like when you're getting involved in social movements. The other thing that I want to say right now is that people have power.(40:55):It's like, yes, we're talking about falling in holes and being fucking exhausted, but also even in the midst of this, a community down in Corpus Christi just won a major fight against a desalination plant where they were planning on taking a bunch of water out of their local bay and then removing the salt from it in order to then use the water for the oil and gas industry. And that community won a campaign through city level organizing, which is just major because basically they have been in a multi-year intense drought, and so their water supply is really, really critical for the whole community around them. And so the fact that they won against this desal plant is just going to be really important for decades to come, and that was one under the Trump administration. They were able to win it because it was a city level fight.(42:05):Also, the De Express pipeline got canceled down in Texas and Louisiana, which is a major pipeline expansion that was going to feed basically be a feeder pipeline to a whole pipeline system in Mexico and LNG export there. There's like, and that was just two weeks ago maybe, but it feels like there's hardly any news about it because people are so focused on fighting a lot of these larger fights, but I just feel like it's possible to win still, and people are very much feeling, obviously we aren't going to win a lot of major things under fascism, but it's also still possible to create change at a local level and not the state can't take everything from us. They're trying to, and also it's a fucking gigantic country, so thinking about them trying to manage all of us is just actually impossible for them to do it. They're having to offer, yes, the sheer number of people that are working for ICE is horrific, and also they're offering $50,000 signing bonuses because no one actually wants to work for ice.(43:26):They're desperately recruiting, and it's like they're causing all of this economic imbalance and uncertainty and chaos in order to create a military state. They're taking away the SNAP benefits so that people are hungry enough and desperate enough to need to steal food so that they can criminalize people, so that they can build more jails so that they can hire more police. They're doing all of these things strategically, but also they can't actually stop all of the different social movement organizers or all of the communities that are coming together because it's just too big of a region that they're trying to govern. So I feel like that's important to recognize all of the ways that we can win little bits and bobs, and it doesn't feel like, it's not like this moment feels good, but it also doesn't, people I think, are letting themselves believe what the government is telling them that they can't resist and that they can't win. And so it's just to me important to add a little bit more nuance of that. What the government's doing is strategic and also we can also still win things and that, I don't know, it's like we outnumber them, but yeah, that's my pep talk, pep Ted talk.Mary (45:18):And just the number of Canadians that texted me being like, mom, Donny, they're just like, everyone is seeing that it's, having the first Muslim be in a major political leadership role in New York is just fucking awesome, wild, and I'm also skeptical of all levels of government, but I do feel like that's just an amazing win for the people. Also, Trump trying to get in with an endorsement as if that would help. It's hilarious. Honestly,Mary (46:41):Yeah. I also feel like the snap benefits thing is really going to be, it reminds me of that quote, they tried to bury us, but we were seeds quote where I'm just like, oh, this is going to actually bite you so hard. You're now creating an entire generation of people that's discontent with the government, which I'm like, okay, maybe this is going to have a real negative impact on children that are going hungry. And also it's like to remember that they're spending billions on weapons instead of feeding people. That is so radicalizing for so many people that I just am like, man, I hope this bites them in the long term. I just am like, it's strategic for them for trying to get people into prisons and terrible things like that, but it's also just woefully unstrategic when you think about it long term where you're like, okay, have whole families just hating you.Jenny (47:57):It makes me think of James Baldwin saying not everything that's faced can be changed, but nothing can be changed until it's faced. And I feel like so many of these things are forcing folks who have had privilege to deny the class wars and the oligarchy and all of these things that have been here forever, but now that it's primarily affecting white bodies, it's actually forcing some of those white bodies to confront how we've gotten here in the first place. And that gives me a sense of hope.Mary (48:48):Oh, great. Thank you so much for having me. It was so nice to talk to y'all. I hope that you have a really good rest of your day, and yeah, really appreciate you hosting these important convos. Well, first I guess I would have to believe that there was or is an actual political dialogue taking place that I could potentially be a part of. And honestly, I'm not sure that I believe that.
[깊이 있는 경제뉴스] 1) 美 대법원 관세 변론 개시.. "보수 판사"도 갸우뚱 2) 여당, 정년연장 연내 입법 추진.. 청년층 반발 3) 원·달러 환율, 장중 1450원 터치 4) 미국·카타르, 유럽에 LNG 공급중단 경고 - 박수익 비즈니스워치 기자 - 하수정 경제뉴스 큐레이터 - 박세훈 작가
Matthew Montgomery, Founder of MAEVLO and veteran of the oil & gas industry, joins Scarce Assets to reveal why energy prices and Bitcoin are destined to rise together — and how his firm is pioneering a fund that turns oil royalties into Bitcoin reserves. This episode connects the dots between America's energy plateau, AI-driven power demand, and Bitcoin's fixed supply, offering one of the clearest frameworks yet for understanding the coming era of scarcity.Connect with Onramp // Onramp Institutional // Jackson Mikalic on X // Matthew Montgomery on X // MAEVLO CompanyWHAT WE COVER:- How the U.S. shale boom turned America into a net energy exporter- Why the era of cheap energy is ending — and what happens next- The surprising parallels between oil extraction and Bitcoin mining- How AI data centers are quietly rewriting global energy demand- Why energy scarcity could be the catalyst for Bitcoin's next bull run- How MAEVLO's fund bridges real-world energy assets with Bitcoin reservesKEY INSIGHTS DISCUSSED:- 80% of oil well production occurs in the first 24 months- LNG exports projected to triple by 2030- Data center demand expected to add +10 BCF/day of natural gas consumption- U.S. has already drilled the best shale wells — the easy energy is gone- Every MAEVLO investor fund now allocates a portion of cash flow to Bitcoin reservesMATTHEW'S THESIS:“We're entering an era where both energy and Bitcoin are getting more scarce. Oil wells deplete, block rewards halve — the same economics drive both. The only rational strategy is to own the hardest assets in the world.”WHO IS MATTHEW MONTGOMERY?- Founder & Managing Director, MAEVLO Company- 20+ year career across shale exploration, mineral rights, and private equity energy funds- Early pioneer integrating Bitcoin into traditional energy investments- Advocates for sound money, hard assets, and family wealth preservationCHAPTERS:00:00 — Intro & Matthew's Background03:00 — The Shale Revolution Explained10:30 — Lessons from Building in Energy17:00 — Parallels Between Shale and Bitcoin20:00 — Inside the Mineral & Royalty Market27:30 — Why Investors Seek Yield and Inflation Hedges33:30 — Oil, Gas, and the Inflation Trade39:00 — Discovering Bitcoin & Sound Money46:00 — “Scarcity Compounded”: Energy Meets Bitcoin57:00 — The Coming Energy Supply Crunch1:03:00 — How MAEVLO Integrates Bitcoin1:08:00 — Preserving Value & Getting Off Zero1:16:00 – Outro & DisclaimerScarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.#Bitcoin #Energy #Scarcity #Inflation #AI #OilAndGas #Macro #Onramp #HardAssets #ProofOfWork
In all my years of experience in energy, I rarely worked in pure regulatory areas, but regulations loomed large over everything I touched. The energy sector is very highly regulated, and for very good reasons. From environmental standards to carbon pricing, energy companies are held to a high standard and must demonstrate that compliance to operate locally, regionally, and globally. The regulatory landscape is highly dynamic and under constant change. New regulatory frameworks emerging from Europe and the United States will reshape how energy companies, particularly in North America, do business domestically, and abroad. Three new frameworks—the European Union's Deforestation Regulation (EUDR) and Carbon Border Adjustment Mechanism (CBAM), as well as the U.S. Inflation Reduction Act (IRA)—will impact North American energy companies that export to Europe. If you're an energy executive working in exportable energy, such as LNG, oil, methanol, hydrogen, or refined petroleum, you might find this post of interest. These regulations will affect operations, compliance strategy, and ultimately, financial results. Fortunately, there are digital solutions at the ready that meet both today's regulatory demands while future-proofing your business for tomorrow's more stringent requirements. ⚒️ Additional Tools & Resources:
In this latest OIES podcast, from the Gas Programme, James Henderson talks to Mike Fulwood about the paper he has edited on the outlook for gas demand in a world of gas prices at $6/mmbtu. The concept of the paper is based on the consensus view that the imminent wave of new LNG projects will […] The post OIES Podcast – The Global Outlook for Gas Demand in a $6 World appeared first on Oxford Institute for Energy Studies.
Rob Horn, Global Head of Infrastructure and Asset Based Credit for Blackstone Credit and Insurance, discusses trends in private credit as well as the continued growth of data centers, LNG infrastructure, and renewables.
In this episode of The Hydrogen Podcast, we dive into the real mechanics of the hydrogen economy — not the hype, but the contracts that make it all work. Drawing on the latest data from the August 2025 Oxford Institute for Energy Studies report, Paul Rodden breaks down how offtake agreements are defining the future of hydrogen finance, investment, and market credibility.
In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley hosts Steve Reese (Reese Energy Consulting) and Matthew Hill (fire suppression expert) for a powerful conversation on the future of energy, natural gas demand, AI data center growth, and energy infrastructure. They unpack the collision course between LNG exports and power-hungry data centers, highlight the coming turbine shortage, and explore mobile microgrid and modular refinery innovations. Topics span from CNG applications, geothermal crossover, and battery fire risks, to U.S. refining bottlenecks, regulatory barriers, and California's energy policies as a national security threat. The episode is a dynamic mix of industry insight, policy critique, and forward-looking solutions—driven by a call for energy dominance, regulatory reform, and American innovation. You will want to connect with Steve Reese on LinkedIn: / steve-reese-185a86 And Matthew Hill is a must-connect for safety: / matthewhillknightfires... Check out Reese Energy Consulting at https://reeseenergycon... Highlights of the Podcast 00:00 – Intro 00:00 – Intro & Guests 01:03 – Gas Demand: LNG vs. Data Centers 01:53 – Turbine Shortage & Microgrids 02:43 – Big Tech's Unreal Gas Expectations 04:05 – Mobile Data Centers on Well Pads 05:16 – Frac Firms Becoming Tech Giants 06:41 – ROI of AI Infrastructure 08:20 – CNG & Mobile Midstream 09:42 – Gen Z & ESG Pressure 10:17 – Failed Solar & Gas Reality 10:52 – SMRs & Powering AI Boom 12:20 – Flynn, California, & Business Exodus 15:09 – Regulation Creep & Safety 18:16 – Pipeline Delays & Bottlenecks 20:32 – Illegals & Hydrocarbon Transport Risks 21:30 – CA Imports Dirty Oil While Shutting Local Supply 23:21 – U.S. Refinery Gap 24:57 – NIMBYs & NatSec Risk 26:03 – Gas Price Outlook 27:40 – Geothermal's Momentum 29:55 – New Modular Refineries 31:38 – Operator vs. Political Disconnect 33:02 – Reese's AI & LNG Training 33:45 – CNG/LNG Use on Pads 34:52 – Battery Fire Safety & BESS 36:47 – Mobile Power Best Practices 38:34 – Lithium Battery Threats 39:02 – Wrap-Up & Outro Full Transcript at https://theenergynewsb... #EnergyDominance #NaturalGasBoom #DataCenterDemand#MicrogridSolutions #EnergyInfrastructure #FireSuppressionTech #RefiningCrisisn#GeothermalEnergy #RegulatoryReform #AmericanLNG
In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley hosts Steve Reese (Reese Energy Consulting) and Matthew Hill (fire suppression expert) for a powerful conversation on the future of energy, natural gas demand, AI data center growth, and energy infrastructure. They unpack the collision course between LNG exports and power-hungry data centers, highlight the coming turbine shortage, and explore mobile microgrid and modular refinery innovations. Topics span from CNG applications, geothermal crossover, and battery fire risks, to U.S. refining bottlenecks, regulatory barriers, and California's energy policies as a national security threat. The episode is a dynamic mix of industry insight, policy critique, and forward-looking solutions—driven by a call for energy dominance, regulatory reform, and American innovation.You will want to connect with Steve Reese on LinkedIn: https://www.linkedin.com/in/steve-reese-185a86/And Matthew Hill is a must-connect for safety: https://www.linkedin.com/in/matthewhillknightfirespecialists4055682742/Check out Reese Energy Consulting at https://reeseenergyconsulting.com/Highlights of the Podcast 00:00 – Intro00:00 – Intro & Guests01:03 – Gas Demand: LNG vs. Data Centers01:53 – Turbine Shortage & Microgrids02:43 – Big Tech's Unreal Gas Expectations04:05 – Mobile Data Centers on Well Pads05:16 – Frac Firms Becoming Tech Giants06:41 – ROI of AI Infrastructure08:20 – CNG & Mobile Midstream09:42 – Gen Z & ESG Pressure10:17 – Failed Solar & Gas Reality10:52 – SMRs & Powering AI Boom12:20 – Flynn, California, & Business Exodus15:09 – Regulation Creep & Safety18:16 – Pipeline Delays & Bottlenecks20:32 – Illegals & Hydrocarbon Transport Risks21:30 – CA Imports Dirty Oil While Shutting Local Supply23:21 – U.S. Refinery Gap24:57 – NIMBYs & NatSec Risk26:03 – Gas Price Outlook27:40 – Geothermal's Momentum29:55 – New Modular Refineries31:38 – Operator vs. Political Disconnect33:02 – Reese's AI & LNG Training33:45 – CNG/LNG Use on Pads34:52 – Battery Fire Safety & BESS36:47 – Mobile Power Best Practices38:34 – Lithium Battery Threats39:02 – Wrap-Up & OutroFull Transcript at https://theenergynewsbeat.substack.com/
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this episode of Energy Vista, Leslie Palti-Guzman sits down with global #gas and #power expert Ira Joseph to discuss Qatar's #LNG strategy and relations between the world's two top exporters: the United States and Qatar.Leslie opens the conversation with a provocative framing: are we heading toward a Yalta-style collusion between Washington and Doha—where each claims its sphere of influence (Qatar in Asia, US in the Atlantic)? Or are we on the brink of a collision—a full-blown market share war in an oversupplied LNG world?Together, Leslie and Ira unpack: How Qatar's LNG expansion fits into its soft power strategy The current LNG market demand/supply balance with the upper end to the buyers Why the US exports cannot be centrally coordinated like Qatar's The role of shipping disruptions (e.g. Red Sea, Panama Canal) in shaping trade flows Europe's place in the US-Qatar equation What this all means for buyers navigating an increasingly geopolitical gas market
This episode examines the monumental strategic and technological changes sweeping through the cruise industry, from the urgent quest for net-zero emissions to the redefining of onboard experiences and fleet demographics.Decarbonization at a Crossroads (The Fuel Challenge): The industry is accelerating efforts toward achieving net-zero carbon emissions, focusing on a multi-fuel strategy. LNG remains the most practical choice for new ships in the near term, supplemented by drop-in fuels to meet IMO 2030 and 2040 goals. However, operators face hurdles, including supply constraints for sustainable options like bio-LNG, which requires complex solutions like the book-and-claim model to verify green attributes. Methanol is gaining traction, requiring specialized tank construction, as seen with ships like Disney Adventure. While biofuels offer easy retrofitting for existing fleets, feedstock constraints and sustainability documentation standards limit their scalability. Long-term options like hydrogen face significant challenges due to low energy density and the vast infrastructure investments required. Beyond fuels, digitalization is critical for optimizing energy use and delivering immediate emissions reductions through data analytics. Shipowners remain hesitant to invest heavily in unproven technologies without established supply networks and cost-effective options.The Icon Debut (Legend of the Seas): Royal Caribbean's third Icon-class vessel, Legend of the Seas, is set for a July 2026 debut, initially sailing the Mediterranean before repositioning to Fort Lauderdale for Caribbean routes. The ship will feature world-first entertainment, including the debut of Broadway's Charlie and the Chocolate Factory at sea, alongside the renowned AquaTheater and the largest ice arena at sea, Absolute Zero. Culinary innovations include the Hollywoodland Supper Club, inspired by the Golden Age of Hollywood, and the Royal Railway's Legend Station, an immersive, story-driven dining experience tracing Marco Polo's Silk Route. Thrill-seekers can try the Category 6 waterpark and the Crowns Edge ropes course, which ziplines 154 feet above the ocean. The ship is currently in the outfitting phase following its August 2023 float-out.P&O's Adults-Only Shift: P&O Cruises is strategically opening its formerly adults-only ships, Arcadia and Aurora, to select family-friendly sailings starting December 2026. This shift addresses the increasing market demand for multi-generational holiday options. This change has generated mixed reactions, with some long-time passengers expressing concern that the children will disrupt the tranquil atmosphere cultivated over nearly 20 years. While families are excited for options on smaller, traditional ships, P&O will only provide family-friendly entertainment, children's menus, and amenities like bottle warmers, not dedicated kids clubs or babysitting services. Passengers booked before the change have the option to switch to another adults-only cruise or receive a full refund if they act by December 1, 2025.
On The KE Report Weekend Show this weekend we discuss what's really driving the metal-stock resilience, copper's setup, and the next table-pounding entry in oil & gas Segment 1 & 2 - Kicking off the show is Dave Erfle, founder and editor of Junior Miner Junky, who discusses gold's sharp but healthy correction alongside resilient ETF inflows, record October financings signaling strong institutional demand, how to identify quality junior miners through management alignment and project scale, and why $5+ copper could make 2025 the “gold-2024” moment for copper stocks as juniors begin to catch up to the majors. Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/ Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report (and the Eye On Energy Report on Substack), analyzes oil's brief rebound within a broader downtrend, citing sanction impacts, sluggish demand, and key buy signals to watch. He also highlights near-term upside for natural gas tied to winter demand, LNG expansion, and AI data-center power needs, while discussing energy producers and consolidators such as Whitecap, Freehold Royalties, Birchcliff, and others poised to benefit from ongoing M&A across the Canadian oil and gas sector. Josef is extended a special offer from his recent conference. You get $150 off the subscription price that will give you access to his analysis of Q3/25 company results and be informed when the next “table pounding BUY signal” is. - at checkout use promo code BGA2 - https://schachterenergyreport.ca/ If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.
China's gas market has seen robust demand growth, matched with domestic production growth and rising Russian pipeline flows, leading to our conclusion that LNG demand will peak in 2032. However this doesn't diminish China's role in the global LNG market. With extensive regasification infrastructure, rising storage capacity, a diverse LNG contract portfolio, and multiple supply sources, China is positioned to potentially transition from a pure LNG importer to a global trader, gaining greater flexibility and optionality. Speakers: Natasha Kaneva, Head of Global Commodities Research Otar Dgebuadze, Natural Gas Research This podcast was recorded on October 31, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5110171-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Fossil fuel companies rebrand as "energy" producers. Also construction of a new LNG terminal is halted by a federal judge. [...] Read More... from “A Fundamental Reset” The post “A Fundamental Reset” appeared first on The Lens.
In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley, host, welcomes Joe Raia, Chief Commercial Officer at Abaxx Exchange, to discuss how Abaxx is revolutionizing global commodity futures trading. From physically deliverable LNG and critical mineral contracts to pioneering gold vaulting in Singapore, Raia outlines how Abaxx is bringing much-needed innovation, transparency, and risk management to underserved markets. They also dive into shifting global trade blocs, the need for dollar-based lithium pricing, and how new technology and infrastructure investment are reshaping the future of energy and commodity finance.I thoroughly enjoyed my visit with Joe, and discovering what Abaxx Commodities Exchange can do for national security and global market trade is huge. I look forward to more interviews with Joe, and I would like to have him join a panel discussion with Doomberg in the future to cover global financial markets. Joe, thank you for your time, leadership, and for stopping by the podcast, Stu Check out Abaxx Exchange here: https://abaxx.exchange/Connect with Joe Raia on LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/Highlights of the Podcast 00:00 – Intro00:50 – What is Abaxx?01:41 – The LNG Market Problem03:50 – Abaxx's Physically Deliverable Contracts05:06 – Missed Risk Tools in Europe06:00 – Clearinghouse & Regulation07:05 – Critical Minerals Contracts08:32 – The Role of Tariffs & Re-Shoring10:03 – Surviving Regulation11:40 – Gold Futures Breakthrough in Asia12:59 – The Rise of New Trading Blocs14:54 – Impact of EU's Energy Policy16:04 – The “Three Horsemen” of Energy17:04 – LNG Margins & Export Growth18:13 – Molecule Demand & Natural Gas18:49 – LNG to Electricity Opportunities19:17 – US LNG Momentum Continues19:22 – What's Coming in Q1 2026?20:42 – How to Connect with Abaxx21:04 – Wrap-up & Final ThoughtsFull Transcript: https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/
The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands
In this episode, we dive into what's driving natural gas prices higher and what mineral and royalty owners can expect in 2026 and beyond. We explore how two major forces are reshaping the market: the explosive growth of AI data centers that require massive amounts of electricity, and the continued expansion of liquefied natural gas (LNG) exports to meet global demand. We break this all down into real numbers and what it could mean for natural gas prices in 2026 and beyond. As always for links to the resources mentioned in this episode, check out the show notes at mineralrightspodcast.com.
As India deepens its energy transition and the United States recalibrate its global partnerships, the US–India energy relationship stands at a pivotal moment. From energy technology collaboration, clean energy supply chains to geopolitical strategy, the partnership is evolving into a key pillar of bilateral engagement shaping both nations' economic and climate futures.In this episode, we speak with Richard Rossow, Senior Adviser and Chair in India and Emerging Asia Economics at the Center for Strategic and International Studies (CSIS). We discuss the evolution of the US–India energy ties — from the 2005 Civil Nuclear Agreement to today's cooperation on clean energy and LNG. Richard unpacks how energy fits into the broader US–India strategic relationship, the growing role of private capital, and what milestones to watch over the next decade in building a resilient, low-carbon future.Full transcript of the episode is available in English.Presented by 101ReportersRichard Rossow is on TwitterFollow TIEH podcast on Twitter, Linkedin & YouTubeOur hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin
In this episode of Energy Newsbeat Daily Standup, Stuart Turley breaks down why we're living through an energy addition, not a transition—as global demand for oil, gas, and coal continues to climb despite record renewable spending. He dives into Texas ERCOT's massive overbuild of nameplate capacity, BP's $25 billion Iraq investment as a geopolitical lifeline, Iraq's new LNG import deal, and major oil producers ramping output despite OPEC's challenges. Plus, updates on TotalEnergies' U.S. gas expansion and Equinor's Q3 profit drop, highlighting how “green transition” strategies have failed and traditional energy remains the cornerstone for investors. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:08 - We Are in an Energy Addition, Not Transition06:21 - BP's New $25 Billion Investment in Iraq's Kirkuk Fields Is Far More Than an Oil Project—It's a Geopolitical Pivot07:59 - Iraq Secures First Floating LNG Import Platform Deal with U.S. Firm08:50 - Oil Giants Join OPEC in Boosting Production with Earnings Confirmations This Week12:28 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets14:41 - Lower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates17:03 - Outro Links to articles discussed: We Are in an Energy Addition, Not TransitionBP's New $25 Billion Investment in Iraq's Kirkuk Fields Is Far More Than an Oil Project—It's a Geop…Iraq Secures First Floating LNG Import Platform Deal with U.S. FirmOil Giants Join OPEC in Boosting Production with Earnings Confirmations This WeekTotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin AssetsLower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates
South Africa is taking a huge bet on a new fuel source for electricity — liquid natural gas (LNG). Electricity Minister Kghosientsho Ramokgopa has said we will target using LNG for 6 00MW of powerby 2030 but there almost no infrastructure to import it and no plant to make electricity from it. The government will gazette its 2025 Integrated Resource Plan in a matter of days. In this edition of Podcasts from the Edge Peter Bruce talks to Jaco Human, CEP of the Gas Users Association of Southern Africa, who currently use gas for industrial heating but who face a critical deadline — June 2030 when the current monopoly supplier, Sasol, will cut of supplies, the so-called “gas cliff". The industrial gas users employ close to 100 000 people. Can they and the State build import terminals and pipelines land long-term gas supply contracts in time? Only the State is big enough to serve as an anchor importer for long-term contracts. "What simply has to happen in order to mitigate the gas cliff? That, that is priority number one,” says Human. "What we're saying to the state is (that)e have now run out of time. We simply have to talk about demand stacking (orders into the future), and that simply means the sequencing and, and addition of gas demand through Eskom, through industry and through private power generation. If we don't get that right, we will sit with a market failure. Right now we see that the government is about to issue or get moving on a gas master plan very shortly, or at least publish something. We're not sure ... that the gas cliff is sufficiently addressed in that.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Paul and Wally begin their conversation with numerous current topics including the World Series, the hurricane hitting Jamaica, and a reminder of the Foundation's upcoming 25th anniversary gala. Health care costs continue to skyrocket. The problem transcends New Mexico's medical provider shortage, but can't be solved by socialist "single payer" plans. : MLG is right about exporting LNG to Japan, We applaud that, but will anything happen? MLG and the Legislature provide a loophole for major Southern NM data center. A left wing group is suing to stop the facility. A new article discusses Maxeon Solar so we can discuss that, but what about Ebon? A previously overturned Santa Fe mansion tax has been reinstated by an appeals court. Unfortunately a judge has ruled against us in our court fight over the City of ABQ's "donation" of our tax dollars to Planned Parenthood.
This week on the podcast, Jackie and Peter begin with a roundup of the latest developments in Canadian energy. They start by discussing Prime Minister Carney's remarks at the ASEAN Summit in Malaysia, where he suggested that Canada could export up to 50 million tonnes of LNG per year (about 6.5 Bcf/d) by 2030, with the potential to double that by 2040. They then turn to the upcoming federal budget, which is expected to include details about Canada's Climate Competitiveness Plan. Another key topic is President Trump's decision to suspend trade talks with Canada following controversy over Ontario's free-trade advertisement. Next, the hosts reflect on Peter's recent commentary in The Hub, titled “Even if Alberta gets a new pipeline, what's next for the oilsands?” Finally, Jackie talks about her recent appearance on a CBC podcast that explored whether Canada can build pipelines while fighting climate change. She explains why she felt the show's coverage was not balanced and shares her broader concerns about how climate and energy topics are often framed in mainstream Canadian media.Content referenced in this podcast: The Globe and Mail, “Carney's climate vision is to deprioritize emissions targets, focus on economic advantages” (October 14, 2025) The Hub “Peter Tertzakian: Even if Alberta gets a new pipeline, what's next for the oilsands?” (October 4, 2025) CAPP Data Centre, “The Economic Impact of Canadian Oil and Gas,” see slide 23 titled “Canada's Gross Domestic Product (GDP) by Industry | 2024” Government of Canada Publications, “Public Opinion Research on the National Adaptation Strategy,” (March 2025), see page 6: “A vast majority of people living in Canada (84%) consider climate change an important issue” Angus Reid Institute, “Pipeline Push: Majority of Canadians, including BC Residents support the idea of a pipeline to the north coast” (October 9, 2025) CBC Ideas Podcast “Can we have new pipelines and curb climate change too?” October 7, 2025Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
For more than 30 years, Henry Hub in Louisiana has anchored natural gas pricing in the Lower 48. But in the past 10 years, its role has shifted in profound ways. It has gone from a domestic benchmark pricing location for a vibrant Gulf Coast producing region to a demand-driven market and an index for U.S. LNG exports. In today's RBN blog, we look at how Henry Hub became so integral to the workings of the emerging LNG market, both in the U.S. and globally.
Trump Administration Sanctions Hit Russia's Oil Lifeline. Michael Bernstam discussed the Trump administration's politically significant sanctions targeting Russia's two largest oil producers, Rosneft and Lukoil, affecting 56% of Russian output. The sanctions caused world oil prices to jump temporarily and elicited an immediate angry response from Putin, who called it an "unfriendly act." The primary financial impact on Russia will be much deeper discounts demanded by buyers, significantly hurting the Russian budget. Europe is meanwhile nearing liberation from Russian energy dependence due to abundant US liquefied natural gas (LNG).
SHOW 10-23-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1882 BLACK SEA RUSSIAN FLEET THE SHOW BEGINS IN THE DOUBTS ABOUT A UKRAINE RESOLUTION... FIRST HOUR 9-915 Delayed Budapest Summit and Ukraine Negotiation Sticking Points. Anatol Lieven discusses how negotiations between the US and Russia, including a planned Budapest meeting, are delayed despite some progress on security issues like Trump's position on Ukraine joining NATO. The major sticking point remains Russia's demand that Ukraine withdraw from the rest of the Donbas, which Ukrainian leaders deem politically impossible. While Russia has scaled back some territorial claims, a viable peace settlement likely necessitates a ceasefire along existing lines, coupled with lifting sanctions. Escalation risks remain high due to potential accidental military clashes. 915-930 Delayed Budapest Summit and Ukraine Negotiation Sticking Points. Anatol Lieven discusses how negotiations between the US and Russia, including a planned Budapest meeting, are delayed despite some progress on security issues like Trump's position on Ukraine joining NATO. The major sticking point remains Russia's demand that Ukraine withdraw from the rest of the Donbas, which Ukrainian leaders deem politically impossible. While Russia has scaled back some territorial claims, a viable peace settlement likely necessitates a ceasefire along existing lines, coupled with lifting sanctions. Escalation risks remain high due to potential accidental military clashes. 930-945 Trump Administration Sanctions Hit Russia's Oil Lifeline. Michael Bernstam discussed the Trump administration's politically significant sanctions targeting Russia's two largest oil producers, Rosneft and Lukoil, affecting 56% of Russian output. The sanctions caused world oil prices to jump temporarily and elicited an immediate angry response from Putin, who called it an "unfriendly act." The primary financial impact on Russia will be much deeper discounts demanded by buyers, significantly hurting the Russian budget. Europe is meanwhile nearing liberation from Russian energy dependence due to abundant US liquefied natural gas (LNG). 945-1000 UN Cyber Crime Treaty: Authoritarian Assault on Free Speech. Ivana Stradner discussed the controversial UN Cyber Crime Treaty, which she argues is an assault on international rule of law spearheaded by Russia and China. The treaty is feared because it enables digital authoritarianism, censorship, and surveillance by potentially forcing companies to grant government access to private data and share user information globally. The US should reject ratification and defer to the Budapest Convention, relying instead on powerful offensive and defensive cyber capabilities for deterrence. SECOND HOUR 10-1015 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1015-1030 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1030-1045 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1045-1100 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. THIRD HOUR 1100-1115 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1115-1130 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1130-1145 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1145-1200 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. FOURTH HOUR 12-1215 The AI Infrastructure Gold Rush and Europe's Absence. Chris Riegel discusses how the AI revolution is driving a feverish rush to build large data centers (one gigawatt or better), though energy access is a critical choke point that may cause conflict between commercial demand and normal consumers by summer 2026. This intense global competition, likened to a gold rush, is primarily a two-horse race between the US and China. Europe is largely sitting out the advanced AI development wave, which is considered a tactical mistake that may leave them reliant on American or Chinese technology. 1215-1230 CBP Admits Fake Record Used to Jail Bolsonaro Advisor in Brazil. Mary Anastasia O'Grady discusses how US Customs and Border Protection (CBP) admitted an erroneous entry record was created and used by Brazilian Justice Alexandre de Moraes to jail Felipe Martins, an advisor to former President Bolsonaro. De Moraes used the apparently fake I-94 document, which contained a misspelling and a canceled passport number, to hold Martins for 183 days to extract information about an alleged coup plot. The unprecedented CBP admission confirms a file violation and suggests ongoing malfeasance. 1230-1245 US Accelerates Moon Race Against China. Rick Fisher and David Livingston discuss how the US moon race is accelerating, driven by President Trump's demand to land on the moon by 2028 and concerns that China, using the Long March 10 booster, might get there by 2029. Interim NASA Director Sean Duffy reopened the lunar lander contract, previously held by SpaceX's Starship, to Blue Origin and potentially Lockheed Martin, seeking multiple pathways. The Chinese space program is viewed as a strategic maneuver aimed at distracting the US from other global conflicts. 1245-100 AM US Accelerates Moon Race Against China. Rick Fisher and David Livingston discuss how the US moon race is accelerating, driven by President Trump's demand to land on the moon by 2028 and concerns that China, using the Long March 10 booster, might get there by 2029. Interim NASA Director Sean Duffy reopened the lunar lander contract, previously held by SpaceX's Starship, to Blue Origin and potentially Lockheed Martin, seeking multiple pathways. The Chinese space program is viewed as a strategic maneuver aimed at distracting the US from other global conflicts.
2025-10-24 | Silicon Wafers 040 | DAILY UPDATES | Is the Kremlin finally feeling real bite from Sanctions? Are oil sanctions by US and UK, and pressure on the shadow tankers, helping the first cracks emerge in Putin's war economy?Washington, London and Brussels just fired a coordinated broadside at the Kremlin's cash machine. Russia calls it “unfriendly.” China bristles. India flinches. Europe quietly tightens the noose on the shadow fleet. Meanwhile, small but telling acts of dissent flicker in St. Petersburg, and fresh reporting shows how the Russian “elite” keep looting their own house even as it burns. At last measures are being taken which may hasten Putin's demise. The sanctions blitz finally hits the bullseyeThe big move: the United States sanctioned Rosneft and Lukoil, Russia's two largest oil companies—the beating heart of Putin's war budget and war machine financing. This is the first Ukraine-related Russia sanctions package of Trump's second term—and according to some commentators, it's a sledgehammer. As Treasury Secretary Scott Bessent put it: “Given President Putin's refusal to end this senseless war, Treasury is sanctioning Russia's two largest oil companies that fund the Kremlin's war machine.” (Reuters, Oct 22, 2025)----------Partner on this video: KYIV OF MINE Watch the trailer now: https://www.youtube.com/watch?v=arJUcE1rxY0'Kyiv of Mine' is a documentary series about Ukraine's beautiful capital, Kyiv. The film production began in 2018, and much has changed since then. It is now 2025, and this story is far from over.https://www.youtube.com/@UCz6UbVKfqutH-N7WXnC5Ykg https://www.kyivofmine.com/#theprojectKyiv of Mine is fast paced, beautifully filmed, humorous, fun, insightful, heartbreaking, moving, hopeful. The very antithesis in fact of a doom-laden and worthy wartime documentary. This is a work that is extraordinarily uplifting. My friend Operator Starsky says the film is “Made with so much love. The film series will make you laugh and cry.” ----------SOURCES: US sanctions Rosneft & Lukoil (with quotes and analyst reaction) — Reuters, Oct 22, 2025China state oil majors suspend Russian oil purchases — Reuters, Oct 23, 2025India poised to sharply cut Russian oil imports; Reliance steps back — Reuters, Oct 23, 2025Putin reaction (“unfriendly act”) & EU sanctions — Guardian live, Oct 23, 2025Putin warns; says economy will weather sanctions — Reuters, Oct 23, 2025UK sanctions Rosneft, Lukoil, 44 shadow-fleet ships; quotes from Reeves/Cooper — UK Government press release, Oct 15, 2025EU 19th package: 117 more vessels listed (557 total), reinsurance ban, LNG measures; Kaja Kallas quote — Council of the EU, Oct 23, 2025EU plans maritime declaration on shadow fleet inspections — Reuters, Oct 19, 2025Denmark tightens Skagen checks on “old and worn-out” tankers — Maritime Executive & TradeWinds, Oct 6–8, 2025IMF downgrades Russia 2025 GDP growth to 0.6% — Reuters, Oct 14, 2025Nabiullina flags gasoline spike & inflation expectations — Reuters, Oct 9, 2025G7 could shave $80bn/yr off Russia oil income with enforcement — Reuters Breakingviews, Oct 13, 2025----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extras----------
Several large-scale LNG export projects have reached a final investment decision this year along the U.S. Gulf Coast, with most expected to start up between 2029 and 2031. They will be supported by new pipeline capacity to deliver natural gas from producing areas, but how and where will production increase to meet this new demand? In today's RBN blog, we detail the movement of gas throughout Texas and Louisiana and highlight the key findings in the newest edition of our Arrow Model.
Europe's Energy Liberation: US Shale Ending Russian Gas Leverage Michael Bernstam with John BatchelorBatchelor highlights the irony that Russia's perceived energy leverage over Europe is dissolving, a dependence once so great that Europeans were said not to be able to turn the lights on without Russian energy. Bernstam declares that natural gas will now be in abundance, ensuring that Russia "never again will there be leverage over Europe." This shift signifies "Liberation Day for natural gas in Europe." The European Union's 19th package of sanctions is scheduled to phase out Russian pipeline gas and Russian liquefied natural gas (LNG) completely by the end of 2027, with the majority phased out by the middle of 2026. The United States shale revolution is crucial, producing approximately 270 billion cubic meters of natural gas for export to Europe via established terminals, freeing Europe from Russian energy dependence.
Roland Frasier and Ryan Deiss crack open the 2025 Forbes 400 and spot a seismic shift: 71% are now self-made, the cutoff is a record $3.8B, and the newest entrants aren't entertainers or app celebrities—they're infrastructure builders (data labeling, energy export, freight platforms, drive-thru formats). The guys lay out a practical framework—B.O.T. (Bottlenecks, Order Flow, Tools)—to find, buy, and scale the “unsexy” choke points where outsized wealth is created. Expect candid takes on ethics and regulation, tax advantages vs. complexity, and why tech alone isn't a moat in the AI era.Key TakeawaysQuiet wealth > spotlight wealth: New billionaires control choke points (permits, labeled data, logistics, power access) instead of chasing virality.Tech isn't the moat—distribution is: If you're just a feature, the platform will build you tomorrow. Own users, data, or order flow.B.O.T. framework:Bottlenecks — Find scarce inputs (power near substations, HIPAA-grade data, specialized trades), professionalize small operators, exit to strategics.Order Flow — Aggregate fragmented brokers (freight, dirt hauling, niche staffing), add AI matching, monetize spread & float.Tools — Bundle niche AI/DevOps tools (monitoring, RLHF QA, rights mgmt.) into suites; sell shovels for the gold rush.Ethics & risk: Bottlenecks ≠ monopolies; add real value or get routed around. Order-flow plays invite regulatory heat—design accordingly.Luck favors the paranoid: Nvidia's rise = timing + category choice. Choose your competitor carefully; it defines your playing field.Episode Highlights00:00 – Cold open: dentists, numb faces, and a record-breaking Forbes 400.03:10 – The stat no one's talking about: 71% self-made, $6.6T total wealth, $3.8B cutoff.08:20 – Why opportunity has more leverage than ever (AI + democratized tools), but tech alone won't save you.12:45 – B is for Bottlenecks: picks & shovels thinking; mini-moats in permits, medical transcripts, underground tank installers for data centers.22:10 – Ethics check: bottlenecks vs. monopolies; how to add value without getting regulated to death.27:05 – O is for Order Flow: Robinhood's play, freight/dirt broker roll-ups, AI pricing/matching, monetizing spread & float.36:40 – The toll-booth trap: if you don't add value, the sides will route around you.41:30 – T is for Tools: why toolmakers outlive trends; bundling niche AI devtools; the Nvidia, Intel, AMD cautionary tales.53:10 – Choosing competitors = choosing categories; luck + timing still matter.57:45 – Operator wrap: how to map your business to B.O.T. this quarter.Memorable Quotes“If all you are is a feature, you don't have a business—you have a countdown clock.”“Quiet wealth lives in the choke points everyone else ignores.”“Bottlenecks aren't monopolies—create value or the market will route around you.”“Tech isn't a moat. Users, data, and distribution are.”Mentioned in This EpisodeForbes 400 (2025): $6.6T total; $3.8B entry; 71% self-madeCategories: Data labeling (Surge AI), LNG export...
Market Updates and Global Economic Impacts - October 23rd In this episode of Dividend Cafe, Brian Szytel provides an update on market movements, including modest gains in the DOW, S&P, and NASDAQ. The episode discusses the impact of US sanctions on Russian oil companies and the EU's ban on LNG imports from Russia, aimed at limiting funding for Russia's war efforts in Ukraine. The volatility in the energy markets and a slight increase in US treasury yields are also covered. Additionally, Brian addresses concerns about China's selling of US treasuries, its gold purchases, and the implications for the dollar's value. The episode concludes with a brief mention of upcoming economic reports, particularly the CPI report and initial jobless claims. 00:00 Market Update: October 23rd 00:25 Impact of Sanctions on Russian Oil Companies 01:46 China's Financial Moves: Selling US Treasuries and Buying Gold 03:32 The Dollar's Stability and Global Currency Dynamics 04:59 Upcoming Economic Reports and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
This special wrap-up episode of Interchange Recharged takes listeners on a fast tour of the entire carbon capture value chain, from industrial emitters and LNG developers to UK transport and storage pioneers. Host Sylvia Leyva Martinez, Research Director at Wood Mackenzie, brings together three leaders shaping how CCUS moves from theory to reality.First, James Lopez, Subsurface CO₂ Storage Advisor at CEMEX, explains why cement's process emissions make it one of the hardest sectors to decarbonise and why storage certainty is now the key enabler for investment. He shares how CEMEX is identifying and evaluating CO₂ storage hubs across global sites, and why capture without a permitted storage solution is a business risk few emitters can take. “CCUS doesn't work if you only have the C,” he says, “you need the full chain.”Next, Glenn Wilson, Chief Financial Officer at Coastal Bend LNG, discusses how LNG economics and carbon capture can work hand in hand. Designed from day one as a low-carbon project, Coastal Bend LNG is integrating capture across both pre-treatment and post-combustion stages, aiming for near-zero emissions. Glenn explains how 45Q tax credits and the sale of verified environmental attributes create a dual-revenue model, and why tokenising the carbon intensity of each LNG cargo could redefine transparency in global energy trade. “We're not just reducing emissions,” he says, “we're creating a new market for verified carbon value.”Finally, Nick Terrell, Executive Director at Carbon Catalyst, joins from the UK to reveal how depleted gas fields are being repurposed into next-generation carbon storage sites. Following the country's first offshore CO₂ injection test, he shares how reusing North Sea infrastructure is cutting costs, driving bankability, and opening the door to cross-border storage for European emitters. As policy alignment grows between the UK and EU, Terrell argues that liberalisation and private capital will be the next accelerators. “Once we have more FIDs,” he says, “finance, technology, and data will do the rest.”From the cement kiln to the seabed, this episode captures the energy and optimism emerging across the CCUS ecosystem - a clear sign that carbon capture is moving from cautious planning to confident execution.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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