Podcasts about lng

In this month's news episode, we examine the latest developments affecting mineral rights owners as 2025 draws to a close. The discussion centers on how major geopolitical events and infrastructure developments are shaping energy markets heading into 2026. Natural gas continues its strong performance driven by surging demand from data centers and LNG exports, while oil prices face downward pressure from increased global supply and potential peace agreements that could bring Russian crude back to international markets. The episode provides you with context for understanding how these macro trends translate into production decisions and royalty payments in the months ahead. As always, we wrap up with an analysis of the latest rig count numbers. Links to the articles and resources mentioned in this episode can be found in the show notes at mineralrightspodcast.com.

Canada's first cargo of LNG set sail from Kitimat, British Columbia, on June 30, 2025. This week on the podcast, Chris Cooper, President and CEO of LNG Canada, joins us to reflect on that milestone, walk through the project's progress, and share his view of Canada's long-term LNG opportunity. Jackie and Peter asked Chris a wide-ranging set of questions, including: What was going through your mind as the first carrier departed? What does the workforce on-site look like today, and are workers living locally or in camps? What are the practical logistics of bringing LNG tankers in and out of the facility and navigating the Douglas Channel? Is the plant operating at full capacity yet? How would you characterize the current level of support from the B.C. provincial government? How significant was Prime Minister Mark Carney's trip to Asia to sell Canada's potential for LNG growth, and what did it mean to see LNG Canada Phase 2 included among the projects that were referred to the Major Projects Office? Finally, how does Canadian LNG stack up against other global supply sources, and what do you see as the outlook for worldwide LNG demand? Content referenced in this podcast:Steven Guilbeault Speaks to CTV's Power Play with Vassy Kapelos (December 4, 2025) Clean Prosperity study that the Federal-Alberta MOU can unlock $90 billion in low-carbon investment if governments follow through (December 4, 2025) Photos of the LNG Canada work camp at Cedar Valley Lodge Shell LNG Outlook 2025Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

In this wide-ranging and deeply analytical conversation, Leslie Palti-Guzman welcomes back Thierry Bros, professor at Sciences Po and seasoned energy expert, to unpack one of Europe's most pressing strategic questions: Is the exclusion of Russian gas from Europe irreversible or could a return be inevitable after a Ukraine peace agreement?Topics include: The EU's attempt to ban Russian gas by 2027 and its implementation Europe's industrial decline and Germany's structural need for cheap energy Fears of a new dependency on U.S. LNG: Real Risk or Exaggeration? The political feasibility of re-introducing Russian molecules and what volumes would be “acceptable.”A frank, data-driven, and provocative assessment of Europe's strategic dilemmas, from gas markets to geopolitics, from energy security to political realism.Watch and listen on your favorite platforms: Youtube, Spotify, Apple#EnergyVista #geopolitics #energysecurity #LNG #gas #Europe #Russia #USA #China #commodities #shipping #marketintelligence #tradeflows

In this action-packed episode of This Week in Futures Options (TWIFO), host Mark Longo and special guest Dan Gramza (Gramza Capital Management) break down the massive volatility and unexpected price movements across commodity and futures options markets. We conduct a detailed futures options analysis on the shocking, explosive rip in Silver, which is now the best-performing asset tracked by the show this year. We also dive into the highly active Natural Gas (NG) market, discussing key support levels and the shifting landscape of global LNG demand. Plus, we address the viral audience theory: Is Taylor Swift cornering the silver market?

In this action-packed episode of This Week in Futures Options (TWIFO), host Mark Longo and special guest Dan Gramza (Gramza Capital Management) break down the massive volatility and unexpected price movements across commodity and futures options markets. We conduct a detailed futures options analysis on the shocking, explosive rip in Silver, which is now the best-performing asset tracked by the show this year. We also dive into the highly active Natural Gas (NG) market, discussing key support levels and the shifting landscape of global LNG demand. Plus, we address the viral audience theory: Is Taylor Swift cornering the silver market?

The heating season is off to a roaring start, with forecasters calling for one of the chilliest Decembers in recent memory. IAF Advisors owner Kyle Cooper joins NGI senior editor Andrew Baker to discuss the implications for natural gas supply, demand and prices as winter gets underway. Cooper breaks down how soaring heating demand could rapidly deplete natural gas inventories, and send already elevated gas prices even higher. He cites the example of last winter, a normal one by historical standards, that nonetheless triggered a massive pull on storage in January. Cooper also discusses the impacts of record LNG exports and the evolving electricity mix on natural gas power burns and storage trends. As demand continues to rise, Cooper explains how the supply picture will evolve as producers in the Haynesville Shale, Permian Basin and Appalachia adapt to a constantly changing market.

Recorded December 2, 2025 and October 29, 2025 https://youtu.be/QH34eUeoIAo Episode 146 of the PetroNerds podcast is another heavy-hitting, energy-dense PetroNerds episode to get you caught up on oil and geopolitics. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, begins this episode with a fresh PetroNerdy update on the market covering Russia and Ukraine, the U.S. meeting with Putin in Russia, Japan–China tensions, U.S. oil production at 13.84 mbd, natural gas prices nearing $5/mcf, and the Fed. The body of this podcast is Trisha's keynote address in Houston on October 29th, 2025, at Whitley Penn's “Fueling the Future” conference. The keynote panel is moderated by Amanda Beabout, Audit Partner at Whitley Penn. This is a timely and prudent discussion covering the gauntlet. Trisha gets into the state of oil prices and the pessimism surrounding oil prices throughout 2025, Trump in South Korea and his upcoming meeting with Xi, China and rare earths, oil on the water, Saudi Arabia and OPEC Plus, and geopolitical risk. Amanda asks Trisha about her recent opinion piece, “Winning Against China Means Winning on Energy.” Trisha explains that China is a modern coal power, but the U.S. has more natural gas, oil, and coal than any nation on earth. She talks about U.S. oil production, natural gas production, productivity and longer laterals, and “Drill Baby Drill.” Amanda also asks Trisha to discuss AI as well as the government shutdown. Trisha talks about China and the U.S. with regard to AI and power generation, and the Fed and the lack of economic data during the government shutdown. She gets into risks in the market and mentions groupthink and cognitive dissonance in the oil and gas industry, risks that the U.S. will produce more than the industry thinks, lack of appreciation of risk with regard to China, and fears surrounding AI. The keynote address closes with audience questions covering nuclear power, Venezuela, Africa, underinvestment in oil, LNG, U.S. shale, and power and electricity. This is not a podcast you're going to want to miss. Please share it with your friends and colleagues. You can reach out to PetroNerds directly on the PetroNerds website here. You can also find Trisha's latest opinion piece in the Daily Signal, “Rising Electricity Prices Started Well Before AI.” And if you want more from PetroNerds, sign up here.

Construction starts jumped 21% in October — but not because of housing. In this episode, Kathy Fettke breaks down the surge in billion-dollar megaprojects driving the growth, from data centers and manufacturing plants to massive LNG and infrastructure builds. While commercial and nonbuilding projects climbed sharply, multifamily construction plunged nearly 39%. Kathy explains what's behind the divergence, how rising inventory and shifting demand are reshaping the landscape, and what real estate investors should watch as these projects ripple through local housing markets. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS SOURCE: https://www.bisnow.com/national/news/construction-development/october-construction-starts-jump-21-as-megaprojects-break-ground-132027?utm_source=outbound_pub_75&utm_campaign=outbound_issue_90859&utm_content=outbound_link_8&utm_medium=email 

What happens when a nation's energy security rests on volatile global gas markets? Why does the UK pay market prices for some of the world's cheapest-to-produce gas? And is now the moment to rethink decades of “leave it to the market” dogma?This week on Cleaning Up, Baroness Bryony Worthington sits down with Seb Kennedy, energy journalist and founder of Energy Flux, to unpack the turbulent geopolitics of natural gas, the coming LNG glut, and why the UK–Norway relationship sits at the heart of Britain's energy affordability crisis.Drawing on their recent joint op-ed, Bryony and Seb explore the UK's dependence on Norwegian gas, the vast windfalls that have flowed into Norway's sovereign wealth fund since Russia's invasion of Ukraine, and whether a new bilateral deal could shield consumers from future price shocks. They examine the structural forces reshaping global gas markets, the rise of speculative trading, and whether electrification will become harder when gas gets cheap.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:Read Seb & Bryony's Op-Ed on Energy Flux: https://www.energyflux.news/uk-norway-gas-trade-time-for-a-new-deal/Seb's Energy Flux Podcast: https://www.energyflux.news/tag/podcast/Michael's conversation with Carine Ihenecho Smith, Chief Governance and Compliance Officer at Norges Bank Investment Group: https://www.youtube.com/watch?v=H028Vwf7pNMThe UK's updated plan for the North Sea gas transition: https://www.gov.uk/government/news/north-sea-future-plan-for-fair-managed-and-prosperous-transitionBritain eases opposition to new oil, gas permits, holds firm on taxes | Reuters: https://www.reuters.com/business/energy/uk-government-allows-some-new-oil-gas-fields-holds-firm-taxes-2025-11-26/

Gas, Rohöl, LNG und Uran: Die EU will ihre Abhängigkeit von Energieimporten aus Russland beenden. Spätestens in zwei Jahren will sie den Gashahn ganz zudrehen. Es bleibt eine Sicherheitsklausel für den Notfall.

Understanding Market Volatility and Strategic Retirement Investing in 2025 Episode Summary: In this episode of The Financial Hour, Tom Dupree and Mike Johnson, local financial advisors from Dupree Financial Group in Kentucky, talk about current market conditions, Federal Reserve rate cut speculation, and why personalized investment management matters more than ever during periods of high volatility. With Tom’s 47 years of investment experience, he shares insights on protecting retirement portfolios while identifying genuine growth opportunities. Key Topics Covered: Retirement Portfolio Protection in Volatile Markets Market Volatility Analysis: What Kentucky Retirees Need to Know Since the end of October, markets have experienced unprecedented volatility. The NASDAQ saw one of its most dramatic single-day swings on November 20th, surging over 2% before closing down 2.2%. For retirees and pre-retirees managing retirement portfolios, understanding these “toppy market” signals is crucial for wealth preservation. Federal Reserve Rate Cuts: Separating Reality from Market Hype Market sentiment shifted dramatically within a single week when New York Fed President John Williams hinted at potential rate cuts. The probability jumped from 35% to over 80% for a December rate cut. But are these 25 basis point adjustments really moving the needle for everyday investors? Tom offers a refreshingly honest perspective that you won’t hear from your typical 1-800 number investment counselor: “This fed 25 basis point rate cut, it’s bs. So what? It’s not a big deal and they’re only using it to prop up the market and the minute they announce it, the market will sell off.” The Real Housing Market Challenge Unlike generic market commentary, this local financial advisory perspective addresses what’s actually keeping people from moving: it’s not just interest rates. Many homeowners are locked into 2-3% mortgages, and a quarter-point reduction won’t change their calculus. For Kentucky retirement planning, understanding these nuances matters when evaluating portfolio allocation. LNG Infrastructure: A Hidden Opportunity for Income-Focused Investors While everyone chases AI and tech speculation, we are identifying substantial opportunities in liquified natural gas (LNG) infrastructure. This represents the kind of strategic, research-based investing that comes from direct access to portfolio managers rather than cookie-cutter advice. Why LNG Matters for Retirement Portfolios: Predictable Cash Flows: Pipeline companies operate on “take or pay” contracts, providing consistent dividend income Massive Infrastructure Buildout: US LNG export capacity expanding from 19 billion cubic feet/day to 33 billion by 2032 Less Speculative Risk: Unlike AI data centers with uncertain equipment lifespans, natural gas infrastructure offers proven business models Growing Export Market: LNG exports up 21% year-over-year through August 2025 Essential Energy Transition: Natural gas remains critical for power generation, especially for data centers Mike Johnson explains the investment thesis: “You view the AI data center build out with something like LNG and the pipelines that are feeding that—it’s a more consistent, more predictable business model because it’s been around a long time. It’s more predictable. And so when you’re looking at it from an investment standpoint, especially from a retirement investment standpoint, these pipeline companies generally have more predictable, consistent cash flow and their dividends are more consistent.” Key Takeaways for Investors Approaching Retirement Recognize “Toppy Market” Signals: Large upward swings that can’t hold indicate potential market exhaustion Understand Market Broadening: Since late October, equal-weight S&P 500 outperforming tech-heavy indices suggests rotation Don’t Overreact to Fed Announcements: 25 basis point cuts have limited real economic impact Avoid Recency Bias: Just because markets have been rising doesn’t mean they’ll continue indefinitely Consider Real Infrastructure Plays: LNG pipeline expansion offers more predictable returns than tech speculation Protect Gains Strategically: After a strong year, raising some cash in overvalued positions makes sense Plan for Extended Productivity: The “Refire” movement—starting new careers in retirement—provides both income and purpose Understand Your Risk Exposure: Many investors don’t realize how much risk is embedded in their portfolios The Retirement Reality Check: Are You Really Ready? The “Refire” Alternative to Traditional Retirement Rather than completely stepping away from productive work, consider the “Refire” movement—transitioning from a draining career to something you’re passionate about. Dupree Financial Group clients have successfully transitioned into: Construction and farming ventures Specialty craft businesses (like the 87-year-old client working with wool) Consulting in their areas of expertise Gig economy opportunities that provide flexibility and income Why Personalized Investment Management Beats the 1-800 Number Approach This episode perfectly illustrates what sets Dupree Financial Group apart from mass-market investment firms. You’re not getting generic advice from an assigned counselor reading from a script. You’re getting: 47 years of investment experience navigating multiple market cycles Direct access to portfolio managers who actively manage your investments Local financial advisors in Kentucky who understand regional economic factors Honest, straight-talk guidance rather than market cheerleading Proactive portfolio adjustments based on current market conditions Education-first approach so you understand what you own and why Market Wisdom from 47 Years of Experience Tom shares a telling quote about investing psychology: “A man can never be faulted, even if he’s wrong, for the bold and aggressive action in pursuit of victory. A real man must be willing to strike out and go down swinging.” His response? “People are investing like that right now. It’s almost the gambler’s mindset where it’s the recency bias… It’s ignorance. And I don’t mean that in a bad way, it’s just lack of knowledge on what’s embedded in a portfolio.” This is the difference between speculation and strategic retirement investing—understanding what you own, why you own it, and what risks you’re actually taking. Important Reminders for Retirement Investors The Extended Bull Market Risk As Mike notes: “We’ve not had an extended bear market since the financial crisis.” An entire generation of investors has never experienced a prolonged downturn. This creates complacency and excessive risk-taking, particularly dangerous for those nearing or in retirement who don’t have time to recover from major losses. When Fully Valued Markets Present Challenges Mike explains the risk-reward calculation: “When you’re buying something that’s either fully priced or is looking historically at being fully priced, then you’re making a bet that things are gonna keep getting fuller priced.” Translation: You’re hoping a greater fool will pay even more than you did. That’s not investing—it’s speculation. Frequently Asked Questions (FAQs) Should I worry about current market volatility as I approach retirement? Yes, but worry productively. Large intraday swings, particularly when markets can’t hold gains, often signal “toppy” markets. This doesn’t mean selling everything, but it does mean reviewing your portfolio’s risk exposure and potentially raising some cash in overvalued positions. A team of local financial advisors with decades of experience can help you navigate these decisions based on your specific situation, not generic market timing. Will Federal Reserve rate cuts help my retirement portfolio? The impact of 25 basis point rate cuts is often overstated. While they may provide short-term market support, genuine portfolio growth requires earnings growth and sound business fundamentals. Personalized investment management focuses on these fundamentals rather than trying to trade Fed announcements. What makes LNG infrastructure a good retirement investment? LNG pipeline companies offer several advantages for retirement portfolios: predictable “take or pay” contract structures, consistent dividend income, less technology risk than AI speculation, and participation in a massive infrastructure buildout. With US LNG export capacity set to grow 74% by 2032, these investments offer growth potential with more stability than pure tech plays. How do I know if I have too much risk in my portfolio? Many investors don’t realize their risk exposure until it’s too late. Warning signs include: heavy concentration in a few tech stocks, inability to explain what you own and why, portfolios that look identical to major indices, or having the same allocation today as you did 10 years ago despite nearing retirement. A personalized portfolio analysis from experienced portfolio managers can identify hidden risks. What’s the difference between working with Dupree Financial Group versus a large national firm? Instead of calling a 1-800 number and speaking with an assigned investment counselor who may have limited experience, you get direct access to portfolio managers with 47 years of investment experience. You’re working with a team of local financial advisors who know Kentucky’s economic landscape and can meet with you face-to-face. This personalized investment management approach means your portfolio is actively managed based on current conditions, not set-and-forget. Should I retire if I’m tired of my current job? Not necessarily. Retiring purely because you dislike your job, without adequate financial cushion, can create bigger problems. Consider the “Refire” alternative—transitioning to something you’re passionate about that still generates income. Many Dupree Financial Group clients have successfully launched second careers in construction, farming, consulting, or specialty crafts. This provides both financial security and life purpose. What does “if you don’t know what you own, you should” really mean? It means understanding not just the names of stocks in your portfolio, but why you own them, what risks they carry, how they generate returns, and whether they still fit your current life stage. Many investors can name their holdings but can’t explain the investment thesis or risk profile. Kentucky retirement planning requires this deeper understanding, especially as you transition from accumulation to preservation and income. How often should I review my retirement portfolio? In normal markets, quarterly reviews make sense. In volatile markets like we’re experiencing, more frequent check-ins help. However, this doesn’t mean constantly trading—it means ensuring your risk exposure matches your current needs and market conditions. Dupree Financial Group provides ongoing portfolio management, not annual check-ins followed by silence. Schedule Your Personalized Portfolio Analysis If you’re approaching retirement or already retired, now is the time to ensure your portfolio matches your risk tolerance and income needs. Don’t wait for a market correction to discover you’re overexposed to risk. Dupree Financial Group offers complimentary portfolio reviews where we’ll analyze: Your current risk exposure and whether it matches your life stage Hidden concentrations and correlation risks Income sustainability from your portfolio Opportunities you may be missing (like LNG infrastructure) Whether your current advisor is providing genuine value or generic advice Call us at 859-233-0400 or schedule directly on our website. Connect With Dupree Financial Group Personalized Portfolio Analysis: www.dupreefinancial.com Investment Philosophy & Team: www.dupreefinancial.com/about-us/ More Market Commentary & Podcasts: www.dupreefinancial.com/podcast Phone: 859-233-0400 The post Understanding Market Volatility and Strategic Retirement Investing in 2025 appeared first on Dupree Financial.

In this Thanksgiving weekend edition of The KE Report, we first sit down with Dave Erfle to dig into the current consolidation in gold and silver, the surge in quality juniors, and what could still go wrong. In the second half, Josef Schachter breaks down why natural gas looks fundamentally stronger than oil, how LNG, data centers, and storage trends are reshaping the market, and where dividend and growth investors can find value in beaten-up energy names. Segment 1 & 2 - Dave Erfle, founder and editor of Junior Miner Junky, discussing gold's consolidation around a new floor near $4,000, silver's leadership as it builds support near $50, and the resulting strength and takeover activity among quality precious-metal miners. He also highlights sector risks, the impact of recent financings and dilution, limited tax-loss selling pressures, and how he's managing and rotating junior mining positions into year-end. Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   Segment 3 & 4 - Wrapping up the show is Josef Schachter, founder and editor of the Schachter Energy Report and the Eye on Energy report on Substack, who outlines a bullish case for natural gas driven by LNG exports, data-center demand, and tightening storage, while maintaining a cautious but opportunity-focused outlook on oil. He also highlights where investors can find value in dividend-paying and growth-oriented energy equities ahead of a potential multi-year sector uptrend. Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/. And check back in December to take advantage of his upcoming special.    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.

For months, the Trump administration and industry groups have been asserting that EU regulations on methane emissions could result in a sharp decline in — or even an end to — U.S. LNG flows to the EU.

Ebben a mostani podcastban arra keresünk válaszokat Holoda Attila olajmérnökkel, energetikai szakértővel, hogy hogyan fonódik össze Magyarország energiaellátása a geopolitikai hatalmi játszmákkal, a mindennapi rezsiszámláinkkal és a nemzetközi szankciók következményeivel, amit a magyar kormányfő persze ellentmondásosan magyaráz. Szó lesz arról, honnan és hogyan érkezik hozzánk a gáz és az olaj, mit jelent az LNG, mi a különbség az orosz és más olajfajták között, és hogyan hat mindez a magyar gazdaságra. Megvizsgáljuk, mit ér valójában a rezsicsökkentés, lehetne-e nagyobb, kik profitálnak az energiaimportból, és mennyire átlátható ez az egész magyar energiarendszer. A beszélgetés betekintést nyújt a fosszilis korszak lehetséges lezárulásába és az új energiaforrások várható jövőjébe is.Hogyan támogathatja a munkánkat? - Legújabban már a Donably felületen is támogathat bennünket, itt ÁFA-mentesen segítheti munkavégzésünket: https://www.donably.com/friderikusz-podcast - De lehet a patronálónk a Patreon-on keresztül is, mert a támogatása mértékétől függően egyre több előnyhöz juthat: https://www.patreon.com/FriderikuszPodcast - Egyszerű banki átutalással is elismerheti munkavégzésünk minőségét. Ehhez a legfontosabb adatok az alábbiak: Név: TV Pictures Számlaszám: OTP Bank 11707062-21446081 Közlemény: Podcast-támogatás Ha külföldről utalna, nemzetközi számlaszámunk (IBAN - International Bank Account Number): HU68 1170 7062 2144 6081 0000 0000 BIC/SWIFT-kód: OTPVHUHB Akármilyen formában támogatja munkánkat, nagyon köszönjük!Kövessenek, kövessetek itt is:youtube: https://www.youtube.com/c/FriderikuszPodcastFacebook: https://www.facebook.com/FriderikuszPodcastInstagram: https://www.instagram.com/friderikuszpodcastSpotify: https://open.spotify.com/show/0TBImnF4bdNCvmhJwyOlRhAmazon Music: https://music.amazon.com/podcasts/a159b938-d63e-4927-9e9b-bea37bc378d3/friderikusz-podcastYoutube Music: https://music.youtube.com/playlist?list=PLu6L9HlV4-KuNOYy_rS97rP_Q-ncvF14rApple Podcasts: https://apple.co/3hm2vfiDeezer: https://www.deezer.com/hu/show/1000256535

Jon Herold and Burning Bright open Episode 410 with Thanksgiving updates and community banter before diving into a chaotic week defined by clashing storylines, contradictory reports, and information that simply doesn't add up. They break down the Democrats' sudden push around “illegal orders,” the reaction cycles on X, and the way influencers and media personalities are shaping public perception, sometimes accidentally, sometimes strategically. The Venezuela situation takes center stage as they sift through Emerald Robinson's sprawling thread, Trump's comments, conflicting details about catamarans, storms, cartel networks, and the State Department's unusual movements, all of which raise questions about what's really happening behind the scenes. Jon and BB also analyze the recent peace-call transcript involving Putin, shifting Ukraine war timelines, oil and LNG maneuvers, South American instability, and emerging signs of a global reshuffle. With humor, skepticism, and sharp geopolitical insight, they guide listeners through a week where the official narratives blur together, the contradictions pile up, and the truth feels buried beneath layers of noise.

BC talks big for a small bill on the Mental Health Act. Drug users challenge their conviction. The legislature may take another crack at electoral reform. CleanBC is working but needs help as Carney and Smith come to a pipeline agreement. Links Province taking action to strengthen involuntary care, better support patients B.C. says Mental Health Act changes intended to help nurses, but critics concerned | CBC News Canada's Drug Laws Face Challenge from Founders of Vancouver Compassion Club Rob Shaw: B.C. abandons compassion club it funded as founders face drug convictions A human rights-based approach to the toxic drug crisis Premier appoints new parliamentary secretaries for armed forces, primary care Democratic and Electoral Reform Committee Report CleanBC independent review B.C. LNG push threatens electricity supply: CleanBC review – Business in Vancouver Carney’s expected green light for oil pipeline causes unease in caucus and cabinet: sources | CBC News Carney and Smith to unveil energy deal in Calgary Thursday, source says – The Globe and Mail

Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they're watching right now.Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip, not selling it and why the medium-term setup for equities remains constructive.They then reveal their 2026 Playbook, covering:⭐ Theme 1 – Mid-Duration Fixed Income & Floating RatesWhy the 3–5 year part of the curve, senior bank notes, floating-rate notes and diversified bond ETFs (like MQSD) are compelling defensive anchors heading into an uncertain rate environment.

It is our honor to welcome back Governor Mike Dunleavy of Alaska. We last hosted the Governor on COBT in May of 2023 (episode linked here), and there has been much to cover since our last visit. Governor Dunleavy is Alaska's 12th Governor and was first elected in 2018 (and again in 2022). He moved to Alaska in 1983 and served as a teacher, principal, and superintendent in Arctic communities before his 5-year term as a State Senator from 2013 to 2018. Throughout his career, Governor Dunleavy has been committed to opening Alaska to new business and investment. We were thrilled to host the Governor to explore the latest energy developments in Alaska, what's top of mind for the state, and more. In our conversation, we explore Alaska as an “energy laboratory” given the state's unique mix of energy production, policy, federal lands, abundance of water, technology, and geopolitics. We discuss the impact of shifting federal administrations on Alaska, the scale and federal ownership of its land, and the statehood mandate to develop its resources to fund government operations. We examine the need for legislative reform to address the problems of both “lawfare” and permitting, the growing opportunity around rare earths and critical minerals in Alaska, the benefits of the federal government as an equity partner, mining as a national security issue, post-COVID workforce shifts, and the renewed importance of trade work and skilled labor. Gov. Dunleavy shares his perspective on affordability and energy prices in Alaska, current issues around the need for more gas supply and potential LNG imports, and the Alaska Natural Gas Pipeline (AGLNG Glenfarne Project). He outlines his vision for Alaska's future as a premier location for AI data centers and its ambition to be the data transportation capital of the world. We touch on Alaska's desire to “create the future” rather than simply react to it, the role and gatekeeping power of the Army Corps of Engineers in 404 water permits, and Alaska's strategic position as “America's fort” in the Arctic. We also discuss the Alaska Sustainable Energy Conference, with its fifth iteration taking place in May 2026, which Veriten is excited to attend. We greatly enjoyed hosting Governor Dunleavy and look forward to staying in touch. To start the show, Mike Bradley highlighted that markets continue to be volatile from week to week. On the bond market front, the 10-year bond yield has traded down to under 4% on optimism that Kevin Hassett looks to be the frontrunner for Chairman of the Federal Reserve. Hassett is considered more dovish and so markets are responding positively, at least initially, for the potential of additional interest rate cuts in 2026. On the broader equity market front, the DJIA was also up 500-600 points on optimism that more interest rate cuts are coming in 2026 despite US economic readings being a bit mixed. On the oil market front, WTI price is now trading under $58/bbl due to continued concerns of a global oil oversupply situation in 2026 (anywhere from 2- 4mmbpd) and potentially into 2027. JPM jumped further onto the bearish oil bandwagon this week, indicating that oil prices in 2027 could trade under $40/bbl. He closed by noting that some initial momentum for a Russia/Ukraine peace plan has also weighed on oil prices this week. Thanks again to Governor Dunleavy for sharing his time and for a fantastic discussion. Please stay tuned for a Special Edition COBT episode publishing on Thanksgiving Day! Our best to you all.

Some market observers see a massive wave of LNG supply ready to flood the market, but the fears of cargo cancellations may be exaggerated, with the “great wave” more like a gradually rising tide. 

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.   0:18 - How much LNG would Canada need to be a real player on the global market?, by Peter Tertzakian   7:39 - There is no room for pacifists in the culture wars, by Howard Anglin   17:20 - Federal spending on Old Age Security will outpace child care, housing, and postsecondary education combined, by Graeme Gordon   This program is narrated by automated voices. To get full-length editions of popular Hub podcasts and other great perks, subscribe to the Hub for only $2 a week: https://thehub.ca/join/hero/   Subscribe to The Hub's podcast feed to get all our best content: https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Watch The Hub on YouTube: https://www.youtube.com/@TheHubCanada Get a FREE 3-month trial membership for our premium podcast content: https://thehub.ca/free-trial/ The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Alisha Rao – Producer & Sound Editor   To contact us, sign up for updates, and access transcripts, email support@thehub.ca

MCALLEN, Texas - McAllen International Airport continues to capture the biggest share of the passenger market in the Rio Grande Valley, the city's director of aviation reports.Jeremy Santoscoy gave an update on airport activity at a recent McAllen Economic Development Corporation stakeholders meeting. “Through Quarter 3, we're at about 863,000 total passengers, which is a slight decrease year-over-year, (a drop of) about two and a half percent,” Santoscoy said.“We continue to see the majority market share, the value is about 48 percent, with Harlingen following at 40 percent and Brownsville at 12 percent.”Harlingen is otherwise known as Valley International Airport. Brownsville is otherwise known as Brownsville-South Padre Island International Airport.“Overall, year-over-year, Harlingen was up just slightly, but Brownsville was still down 11 percent. With all the economic activity over there, you figured there'd be some kind of change. But what I'm hearing is there are still a lot of people choosing to live on this side of the Valley and commute back and forth with those jobs down there, with the SpaceX and LNG.”Santoscoy said the recent government shutdown did not impact McAllen International Airport very much.“The government shutdown, the longest government shutdown, had did very little to no effect on McAllen International Airport. Our services kept going,” Santoscoy said. “We have good group of federal partners that we continue to work with through thick and thin. So services did not see any delays when they did turn down the amount of operations working out of the hubs. We did see a couple of them cancelations, but that was the airline's decision.”Santoscoy said McAllen is continuing to lobby to have its flights to Mexico City restored. They were recently suspended by the federal government.“We were disappointed with that, with the Mexico City flights being suspended. We continue to work with our congressional delegation to make some noise in D.C. to see how they can support us; to open that route back up due to its importance to the Valley. It's the only Mexico City route out of here.”Santoscoy said he had read that Mexican President Claudia Sheinbaum wants to open up more slots out of Mexico City. “We're trying to look at the validity of that. No orders have been issued by the Mexican government,” he said. “That route is very important to the economy down here.”Editor's Note: Go to the RGG Business Journal to read the full story. Go to www.riograndeguardian.com to read the latest border news stories and watch the latest news videos.

NGI's Jacob Dick, senior editor of LNG, sits down with Charif Souki, co-founder of Cheniere Energy Inc. and a pioneer of the U.S. LNG industry, to discuss how the critical transformation of the U.S. natural gas industry that turned the country into the world's largest LNG exporter is reshaping global markets. Souki examines how the shale revolution, technological advances and massive resource discoveries transformed U.S. production and unlocked decades of low-cost supply.  He also notes that LNG demand has created new challenges for producers, who now depend on export markets as physical gas consumption has ballooned to unprecedented levels. He also outlines how evolving economics, higher construction costs and shifting contract structures are pushing LNG developers toward more merchant-style risk. Looking forward, Souki says ongoing technological breakthroughs, especially deeper drilling and improved productivity, continue to expand U.S. resource potential and would shape the next era of LNG growth.

In this episode, Leslie Palti-Guzman exchanges with Ed Morse, one of the world's most respected voices in global oil markets, for a rapid strategic tour of today's biggest geopolitical flashpoints and how they're reshaping energy flows. We discuss why oil prices have remained remarkably stable despite shocks in the Middle East and Latin America, and why the Brent and WTI forward curves are telling a deeper story about fundamentals vs. geopolitics. We cover:

On this Weekend Show, Tavi Costa and Dan Steffens walk through where they see real value today: high-quality junior precious and base metal names positioned for M&A, and a structurally tightening energy market led by natural gas and overlooked oil producers. It's a big-picture roadmap for investors who want to own the next leg of the resource bull market.   Segment 1 & 2 - Tavi Costa, Partner at Crescat Capital, joins us to share his big-picture outlook on where he sees the best value in the resource space, from junior precious-metal explorers and the majors' slow approach to M&A, to his growing conviction in copper, zinc, and energy (oil and gas) as both key opportunities and a hedge for mining investors. Click here to visit the Crescat Capital website  The opinions and information shared by Tavi in this discussion are his own, and not necessarily those of Crescat. Any investments discussed may or may not be held by Crescat. Investments carry risk including risk of loss.   Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, wraps up the show sharing his bullish outlook on natural gas driven by winter weather, rising LNG exports, and growing power demand, while also outlining why he believes oil fundamentals remain tighter than current prices suggest and where he sees the best opportunities in oil and gas equities amid an active M&A environment. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis   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.

Ann Vandersteel sits down with early Abaxx investor Joseph Metcalf, CIO Gourdet-Metcalf, to unpack one of the most compelling financial revolutions of our time. From the creation of the world's first physically-deliverable LNG and carbon futures to the tokenization of real-world collateral through Abaxx's Digital Title Framework, this episode explores how Abaxx is redefining the infrastructure of global trade.We'll break down how this Singapore-based exchange differs from SWIFT, blockchain, and Wall Street's tokenization narrative — and why Abaxx's fusion of law, identity, and technology could unlock a trillion-dollar commodities transformation.https://abaxx.exchange/https://www.abaxx.tech/

Winter is coming, and so are the big questions for natural gas. From near-record storage levels and shifting weather models to surging LNG exports and price volatility, the natural gas market is facing one of its most complex setups in years. To help sort through it all, Andy Huenefeld, a seasoned energy market analyst with Pinebrook Energy Advisors and managing partner at the firm, joins NGI's Jodi Shafto, senior markets editor, to discuss the major market drivers that could send natural gas prices soaring this winter heating season.

Recorded November 17th 2025 and October 16th, 2025 https://youtu.be/wwjALnq6FAQ Episode 145 of the PetroNerds podcast is another deep dive conversation with Trisha Curtis on the state of oil prices, natural gas and AI, electricity prices, geopolitics, OPEC Plus and Saudi Arabia, and Russia and China.  This is Trisha Curtis' keynote address to Whitley Penn's Fueling the Future Dallas, Texas conference on October 16th, 2025.  Trisha is joined by the moderator of the fireside chat, Buffie Campbell, Director at Whitley Penn.  Before this keynote, Trisha provides PetroNerds listeners with a fresh market update recorded on November 17th, 2025 covering the recent rise in natural gas prices and LNG exports, oil prices, Japan and China rift, and the Fed. The keynote address and conversation starts with the negativity surrounding oil prices and state of the market, why oil prices keep trading lower, US oil production vs. sentiment and risks in the auto market and the US and global economy.  Trisha talks about the poor understanding of China's economy and oil demand, oil on the water, ceasefire in Gaza, and Trump's potential meeting with Putin, peak shale vs. plateau shale, and $67/barrel WTI average for 2025.  Buffie asks Trisha about policies and “Drill Baby Drill” and Trisha discusses rigs, lateral lengths, horsepower, and efficiencies. She talks about the Administration's desire for low oil prices, AI and infrastructure needs and electricity prices, and says “we do not have a problem with natural gas supply, we have a problem getting it into the grid.”  Trisha discusses electricity prices in the US vs. the rest of the world, specifically China and Germany.  She gets into OPEC Plus production increases and Saudi Arabia, whether they understand US shale, Iraq and Iran, and sanctioning Russia.  She talks about how US oil production gives the US incredible geopolitical opportunity and flexibility.  Buffie asks Trisha about geopolitics and China and Trisha discusses Indian and Chinese purchases of Russian crude, China and rare earth minerals, risks and lessons from Russia, US vs. China refining capacity, and refining rare earths.    Buffie asks Trisha about AI and job layoffs and the oil and gas industry layoffs.  Trisha explains how important it is to develop infrastructure for natural gas from the wellhead to end consumption, the hype around AI and power demand, and the hotness of the midstream.  In Q&A Trisha talks about wind and solar, coal, access to energy and human rights abuses, refining margins, and national security.

Greece is trying to secure a central role in the global energy game. In this episode of *The Agora*, we explore how a flurry of recent deals is positioning the country as a key player in the transatlantic energy landscape.From the launch of the Vertical Corridor - linking U.S. LNG to Ukraine via Greece - to offshore drilling in the Ionian Sea and the revival of the Great Sea Interconnector (GSI) with Cyprus, the stakes are high but the ambitions seem to be even higher.Is this a strategic masterstroke or a risky bet? Host Nick Malkoutzis is joined by MacroPolis energy expert Georgia Nakou to unpack the geopolitical, environmental and domestic implications of Greece's energy pivot.We examine whether Greece can balance power and principle in its new starring role.Useful readingIonian Sea gas exploration deal a ‘vote of confidence' - KathimeriniGreece signs first long-term deal to supply Europe with US LNG - ReutersAthens and Kyiv sign LNG deal as Greece adopts US energy agenda - PoliticoGreece: Offshore gas instead of green energy projects? - Deutsche Welle Hosted on Acast. See acast.com/privacy for more information.

Lithuania's Foreign Minister Kęstutis Budrys joins Cipher Brief CEO Suzanne Kelly in Washington with a blunt warning: Western military restraint is encouraging, not deterring, the Kremlin. Budrys explains why Lithuania is raising defense spending to more than 5% of GDP by 2026—the highest in the democratic world—and pushing NATO toward offensive deterrence and denial "from the very first inch." He details Belarus' role as a state-enabled criminal actor, from weaponized migration to smuggling operations using high-altitude balloons that forced Lithuania to shut down its main international airport, and why Minsk deserves tougher sanctions. Budrys also walks through recent Russian gray-zone activity in the Baltic Sea and NATO airspace, arguing that only stronger posture—not de-escalation—has stopped undersea infrastructure attacks and drone incursions. The Minister lays out what a potential Ukraine ceasefire would mean for the Baltics, why Vilnius is committing 0.25% of GDP annually to Ukraine's security for ten years, and how Russian forces redeployed from Ukraine could reshape the threat on NATO's eastern flank. He also highlights Lithuania's energy break from Moscow—now sourcing 75% of its LNG from the U.S.—and its push for tougher economic security policies toward China as it prepares to hold the EU presidency in 2027. A candid, front-line view of deterrence, gray-zone warfare, and the future of the transatlantic alliance.

Ghost delivers a massive, real-time breakdown of Crown Prince Mohammed bin Salman's historic White House visit with President Trump, calling it the most consequential U.S.–Saudi meeting in generations. He tracks every detail of the day—F-35 and F-22 flyovers, the investment announcements, the unusual schedule, the symbolism, and the trillion-dollar commitment that signals a deep strategic realignment. Ghost lays out how Vision 2030, semiconductor reshoring, rare-earth partnerships, LNG expansion, and a new wave of American manufacturing all interlock into a single, long-term plan to secure the next era of global power. He dives into Arab News messaging, analyzes Saudi media signals, explains why the Saudis are diversifying beyond oil, and even breaks down the architectural ambitions reshaping Riyadh. From the UN's Gaza stabilization force to Sudan's civil war, from U.S. troop placement to global supply-chain engineering, Ghost follows the geopolitical threads connecting the Middle East, Asia, Africa, Latin America, and Washington, arguing that we're watching the formation of a new golden age built on U.S.–Saudi partnership and Trump's economic vision.

Ashe in America and Jackie Espada return after a GART break with a powerful, wide-ranging episode that dives straight into the stories shaping America's future. From Noah Harari's chilling statements on surveillance, data ownership, and the manipulation of human behavior, to the explosive rise of wearables like the Oura Ring and what biometric tracking really means for personal sovereignty, the hosts unpack how global elites use narratives to engineer compliance. Ashe and Jackie also explore the unfolding debate around H1B visas, Trump's controversial comments, and the long-term consequences of globalization hollowing out American talent. They analyze Alaska's massive LNG developments, the rescinding of restrictive energy regulations, and how U.S. dominance in energy is quietly being restored while the media obsesses over Epstein and H1B outrage cycles. With sharp cultural insight, deep policy breakdowns, and their signature blend of humor and straight talk, Ashe and Jackie illuminate why America's momentum is accelerating, and why the establishment can't keep up.

This week on the podcast, Jackie and Peter break down the Canadian government's latest release of nation-building projects. The second tranche includes a major LNG export development, Ksi Lisims LNG, along with a new electricity transmission line in Northwest B.C., three mining projects, and plans for a Northwest Critical Conservation Corridor. They then turn to the IEA's World Energy Outlook (WEO) 2025, which reintroduces the Current Policies Scenario (CPS) after a five-year hiatus. The CPS examines how global energy demand evolves under existing policies and shows oil and gas consumption continuing to grow through 2050. The report also highlights the energy requirements of rapidly expanding AI data centers. Jackie and Peter debate how this surge in load will be met—and which energy sources are most likely to power it. Content referenced in this podcast includes:Prime Minister Carney announces second tranche of nation-building projects referred to the Major Projects Office (November 13, 2025) IEA World Energy Outlook 2025 (November 12, 2025) Open Circuit Podcast (November 7, 2025) The Stargate Project (January 2025) How Meta's Data Centers Drive Economic Growth Across the US (November 7, 2025) US electric vehicle sales slow as Trump champions petrol (November 13, 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 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.

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

Latin America is entering a period of rapid economic growth, urbanization, and industrial expansion. Unlike North America and Europe, where primary energy demand has been flat for more than a decade, the region's energy consumption is rising sharply. A young, increasingly urban population is pushing electricity and fuel demand higher, placing new pressure on infrastructure and supply. This demand surge is colliding with a second global shift: the explosive rise of AI and hyperscaler data centers. These digital megaprojects require enormous volumes of power, often sourced from natural gas, renewables, or hybrid portfolios. Latin America, with its prolific basins, high solar irradiation, hydropower potential, and significant natural gas reserves, is strategically positioned to supply this emerging demand. Yet the region remains capital constrained, and traditional financing channels have not kept up. New financial tools, such as tokenized assets, sustainable linked bonds, and AI-enabled verification, offer a path forward. These instruments can reduce sovereign risk premiums, improve transparency, and unlock large-scale investment in energy infrastructure, LNG, renewables, and data center development. My guest in this episode is Eduardo Rodriguez, founder and CEO of PoseidonX, who last joined the podcast in 2020 to discuss tokenization and information asymmetry in private markets. In this conversation, we explore how the landscape has shifted, why Latin America is becoming a focal point for global capital, and how digital finance can accelerate development across energy, infrastructure, and digital economies.

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 

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.

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 

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.

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.

[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:

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.

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.