Podcasts about lng

Liberty Dispatch ~ January 10, 2026In this episode of Liberty Dispatch, host Matthew Hallick breaks down the recent American strike on Venezuela and the subsequent extradition of President Nicolás Maduro.Is it unprecedented? Is it a violation of “International law”? Or is it congruent with longstanding American foreign policy dating back over a century? What does it mean for geopolitics? Are we entering a New Cold War? And… what does it all mean for Canada? For full access to all our content, including the extended interviews, become a paid subscriber at: https://ldcanada.substack.com. Opening & Intro (00:00–00:44)Welcome & Introduction (00:44–01:49)AD: Rocklinc Investment Partners (01:49–02:59)– Invest with Rocklinc: info@rocklinc.com or call them at 905-631-5462;Segment 1 - NEWS: American Military Action in Venezuela (02:59–05:23):Segment 2 - The World’s Response (05:23–12:20):Segment 3 - Longstanding American Foreign Policy vs. International Law (12:20–27:10):AD: Bull Bitcoin (27:10–28:47)– https://mission.bullbitcoin.com/dispatch;Segment 4 - The “Pax Americana,” The Marshall Plan & Foreign Policy Hypocrisy (28:47–44:22):Segment 5 - Venezuela: A Failed Narco-State, Corruptocracy is a Threat to U.S. Security (44:22–51:30):Segment 6 - A New World Order (51:30–56:00):Segment 7 - The Canadian Implications (56:00–57:45):Conclusion: A New Cold War (57:45 –01:02:21)Outro (01:02:21–01:02:56)Source Citations:AP News: “Trump says U.S. will run Venezuela…”: https://apnews.com/article/e62f2c0d48bd3214529960c6edf6e753?utm_source=chatgpt.com The Guardian: UN condemnation of U.S. action: https://www.theguardian.com/world/2026/jan/05/un-security-council-trump-attack-venezuela?utm_source=chatgpt.com Washington Post: Senate advances bill to restrict military action: https://www.washingtonpost.com/national-security/2026/01/08/senate-venezuela-war-powers-trump/?utm_source=chatgpt.com Time (Reuters/AP): U.S. seizes Venezuelan oil tankers: https://time.com/7344992/oil-tanker-venezuela/?utm_source=chatgpt.com National Archives — Monroe Doctrine (1823): https://www.archives.gov/milestone-documents/monroe-doctrine?utm_source=chatgpt.com State Dept — Roosevelt Corollary: https://history.state.gov/milestones/1899-1913/roosevelt-corollary?utm_source=chatgpt.com National Archives — Marshall Plan: https://www.archives.gov/milestone-documents/marshall-plan?utm_source=chatgpt.com NATO — Founding Treaty: https://www.nato.int/cps/en/natohq/official_texts_17120.htm Reuters — Trump warns BRICS nations on tariffs: https://www.reuters.com/world/trump-warns-brics-nations-could-face-100-tariffs-2025-02-13/?utm_source=chatgpt.com Government of Canada — Oil sands overview: https://natural-resources.canada.ca/energy/energy-sources-distribution/oil-sands/18085 Government of Canada — LNG facts: https://natural-resources.canada.ca/energy/energy-sources-distribution/liquefied-natural-gas/5859 EIA — Canada–U.S. Energy Trade: https://www.eia.gov/international/analysis/country/CAN Fraser Institute — Barriers to Canadian energy development: https://www.fraserinstitute.org/studies/barriers-to-oil-and-gas-investment-in-canadaSHOW SPONSORS:New Sponsor! Genesis Gold Group: https://bibleandgold.com; Invest with Rocklinc: info@rocklinc.com or call them at 905-631-5462; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS:LIBERTY DISPATCH PODCAST:https://libertydispatch.podbean.com;https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD:Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!

The new year has only just begun, and already we have seen an event with massive significance for the world of energy. The US operation to remove Venezuelan President Nicolás Maduro opens a new era for a country that holds – according to some definitions – the world's largest oil reserves.So far there has been little impact on oil markets. But what are the implications going to be for energy in the months and years to come? To discuss how this volatile situation might evolve, host Ed Crooks is joined by regular guest Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and an expert on oil earlier in her career. History never repeats itself, the saying goes, but sometimes it rhymes. Amy draws a parallel between Venezuela today, and Iraq after the US-led invasion and the overthrow of Saddam Hussein in 2003. There are some similarities in the position of the two oil-rich countries, which were both dragged down by mismanagement and sanctions. But Amy argues that Venezuela's oil system is in far worse shape, with looted equipment, chronic power and fuel shortages, and damage that may not be reversible.Melissa Lott, another Energy Gang regular, also joins the show, and raises the question of what regime change in Venezuela might mean for the energy transition. Melissa is a partner at Microsoft, but appearing on the show in her usual role as an independent commentator and energy expert. Then it's on to the other places, people and technologies that are likely to make a big impact on energy this year. Ed is watching the Gulf Coast buildout of new liquefied natural gas (LNG) plants. It is a boom so big that Wood Mackenzie expects US LNG exports to roughly double from 2023 levels by around 2030, with more growth beyond.The gang assesses the likely consequences of surging LNG supplies: downward pressure on global gas prices, and potential financial strain for exporters. There is also the possibility that a peace deal in Ukraine could make the oversupply even worse, by allowing more Russian gas to flow west into European markets. Next up, it's people to watch in 2026. Melissa names the US energy secretary Chris Wright, and Ed picks new FERC chairman Laura Swett. As the US power grid, and its energy system more generally, face mounting challenges because of the growth in data centers needed for AI, effective policy and regulation will be critical. Amy chooses China's President Xi Jinping: the country's next five-year plan could reshape the global competition for energy dominance.On technologies to watch, battery storage is a hot topic. Melissa and Ed discuss the supply chains needed to meet growing demand, and innovative products such as Form Energy's iron-air batteries, which are being deployed in a first-ever commercial project that will be fully operational this year. Amy's choice is humanoid robots. They're expensive and still imperfect, but are they going to rule the future? They are already being trialled for repetitive factory tasks. Amy says her Roomba can't cope with a spilt bowl of cereal. But will new flexible AI-guided robots be able to do the job properly?Follow the show so you don't miss an episode this year – it's going to be a busy one.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today we had the pleasure of welcoming back Rob West, Founder and Lead Analyst at Thunder Said Energy, continuing our tradition of kicking off the year with his perspectives. Rob has joined us on COBT six times in our history and has earned the honor of holding the lead-off spot in 2022, 2024, 2025, and now 2026. He is a long-time energy analyst and provides unique, thought-provoking, and economic-driven insights into energy research and technologies. Rob launched Thunder Said in 2019 and previously served at Sanford C. Bernstein and Partners Capital. Based in Estonia, he brings a valuable global lens to the energy landscape. One of Veriten's highlights from 2025 was having Rob join the firm as a Senior Advisor. We were delighted to visit with Rob to reflect on 2025 and explore what the future might hold for energy in 2026. In our conversation, Rob reflects on the shift in the dominant energy-market narrative from net zero and the energy transition (2021 – 2023), to geopolitical security post Russia-Ukraine, and now overwhelmingly toward AI and power demand. We discuss the outlook for sharply higher global defense spending by 2030 and its potential benefits to infrastructure, industry, AI, smart grids, and competitiveness. Rob outlines a broader recalibration of energy “truths” entering 2026 including solar growth potentially flattening, EV growth slowing or declining, the LNG glut narrative being questioned, and oil demand continuing to grow at roughly ~+1 MMbbl/d per year. Rob shares his outlook on global LNG, highlighting a wave of new supply that is frequently delayed, Russian LNG logistics constraints, Australia's domestic market interventions, and how policy changes in the U.S. and China are contributing to slower EV sales. We explore whether rising marginal coal mining costs in China could translate into higher Chinese power prices, China's energy strategy and diversification, and the copper outlook, including potential demand headwinds if solar and EV growth slows in 2026, alongside the importance of “primary analysis.” Rob highlights why flexible grids and better utilization are the biggest levers to reducing power system costs and explains his rationale for a more cautious U.S. shale outlook, remarking that oil markets are now influenced less by OPEC policy and more by U.S. foreign policy pressure. We closed by asking Rob for his biggest wildcard for 2026, which he identified as a collapse/fracturing of Russia as a state, with major implications for resource markets and control of assets. It was an insightful discussion and we can't thank Rob enough for sharing his time and thoughts with us. Mike Bradley and Arjun Murti both joined from the Goldman Sachs Energy, CleanTech & Utilities Conference in Miami. Mike opened by emphasizing that two of the major market themes in 2025 were AI/data center and electricity demand growth. He noted that most investors still believe these two themes will continue to resonate in 2026, and will probably need to, especially at current valuations. On the energy commodity front, WTI oil price is up ~2% so far this year, while U.S. natural gas price is down ~8% on a warmer weather outlook. Across broader equities, the S&P 500 is up ~1% this year while the DJIA is up ~2%. The best performing sectors so far this year have been energy, financial, industrial, and materials, while the underperformers have been technology and telecom. On the energy equity front, he noted that last weekend's events in Venezuela have lifted (materially in some cases) shares of U.S. oil majors, large-cap international oil services and Gulf Coast refiners, while E&Ps have been the underperformers. The wide divergence in energy equity performance this week is mostly due to optimism of an infrastructure/oil services/oil production revival in Venezuela which may be premature. He added that hedge funds could be a culprit for these outsized moves mostly because they weren't positi

In Episode 533 of District of Conservation, Gabriella discusses some breaking energy and conservation news: the untimely death of Congressional Western Caucus Chair and Congressman Doug LaMalfa, the future of energy production and conservation efforts in Venezuela, and America250 celebrations on public lands -- including the recent Illumination of America display on the Washington Monument. Tune in to learn more!SHOW NOTESSpeaker Johnson Statement on Life and Legacy of Rep. Doug LaMalfaLummis' Statement on the Sudden Death of Congressional Western Caucus Chair Doug LaMalfaRep. LaMalfa Supports Measure to Protect Hunting and Fishing on Public LandsVenezuela's fall echoes Berlin Wall collapse, says expert whose parents fled Soviet UnionWhy Maduro's ouster will have 'limited' impact on gas prices as they sink to near 5-year lowTrump administration launches new bid to pressure US oil companies on VenezuelaUS sets new LNG export records in banner year marked by new capacityVenezuela's hungry hunt wildlife, zoo animals, as economic crisis growsVenezuela crisis: Zoo animals stolen and eaten amid food shortagesVenezuela BiodiversityAs Venezuela's crisis rolls on, its wildlife is increasingly at riskFreedom250 & National EventsAmerica250Thousands show up for light show to commemorate America's 250th birthday at Washington Monument

In this episode of the Pipeliners Podcast, Russel Treat is joined by returning guest Mark LaCour for a wide-ranging discussion on what the pipeline industry may face in 2026. Together, they reflect on prior-year predictions before exploring forward-looking themes such as infrastructure investment, LNG expansion, workforce constraints, data and digitalization, and the evolving role of AI and emerging energy technologies. The conversation offers a strategic, big-picture look at where global pipeline markets may be headed and the forces shaping future development. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.

問：根據洛伊研究所（Lowy Institute）的亞洲權力指數，目前的亞洲權力格局呈現什麼狀態？答：亞洲地區目前只有兩個「超級大國」（Superpowers），分別是排名第一的美國（80.5分）和排名第二的中國（73.7分）。印度雖然得分剛好達到40分，被歸類為「主要力量」（Major Power），但其影響力主要體現在龐大的人口基數及海外移民社群（如加拿大、澳洲）的增長。日本與澳洲則屬於「中等權力」（Middle Power）國家，分別在區域內發揮關鍵的戰略與經濟影響力。問：為何日本在經歷「迷失三十年」後，其對亞洲的影響力依然不容忽視？答：日本雖然在90年代經歷泡沫爆破，但它比其他國家更早進入「後資本主義社會」模式，面對人口高齡化與金融體系調整。日本透過強大的軟實力（如動漫文化、諾貝爾獎科研成果）以及海外投資維持影響力。此外，日本企業具有極長的歷史與法人概念，展現出極強的文化適應力與融合能力，使其在經濟與文明發展水平上仍處於亞洲領先地位。問：澳洲與日本目前的戰略合作關係涵蓋哪些範疇？ 答：兩國已超越單純的貿易夥伴關係，發展成為「特別戰略夥伴」。在國防方面，雙方進行F-35戰機部署輪換及參與聯合軍演；在外交上強調民主、人權與自由貿易的共同價值。在經濟層面，雙方正致力於建立穩定的供應鏈，特別是在能源轉型與關鍵礦物資源的開發上進行深度合作。問：為何日本在能源轉型上傾向依賴澳洲的液化天然氣（LNG）與氫能，而非全面轉向太陽能？答：受限於地理緯度與氣候（如降雪），日本發展太陽能的先天條件不足。同時，由於福島事故後對核能的卻步，日本必須尋求穩定的替代能源。澳洲擁有豐富的天然資源，能提供日本急需的液化天然氣作為過渡能源，並合作開發氫能供應鏈。這使得澳洲成為日本能源安全的重要保障。問：從環保與能源效率的角度來看，為何日本車廠（如豐田）主力發展混能車（Hybrid）而非純電動車（EV）？答：電動車的環保效益取決於電力的來源。在許多亞洲國家（如印尼），電力主要來自燃煤發電，使用電動車僅是將碳排放轉移至發電廠。加上日本地理環境對充電設施的限制及防災考量，發展混能車或氫燃料電池車（Fuel Cell）被視為更符合當地能源結構與實際效益的策略。問：冷戰2.0 的經濟特徵是什麼？這如何影響全球供應鏈？答：冷戰2.0 的特徵在於兩種截然不同的經濟作業模式並存：一方主張自由貿易、資金流動與創新風險承擔（以美國為首）；另一方則強調低成本、大規模生產與效率（以中國為首）。這導致全球供應鏈不再單純依據比較優勢分配，而是涉及智慧財產權保護與價值鏈的重新整合，科技與資本的競爭日益集中於美中兩國。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy transition… and then publicly roast themselves for last year's bad calls.Before unleashing our 2026 Predictions, we do a mandatory rewind to the crystal-ball disasters of 2025: The 2025 prophecy graveyard:US oil production down in 2025 (MB — bold, brave… wrong)Oil at $40/bbl in 2025 (GR — oof)Geopolitics + broken supply chains + energy chaos = a better, more innovative world (LS — still hoping)A bloodbath for hydrogen in transportation (MB — disturbingly accurate)Record installs: Solar 700GW, EVs 20m, Batteries 200GWh (spot on)The death of all things labelled ESG, Climate, and Carbon (LS — prematurely optimistic)Scorecard: Gerard absolutely nailed Silver: from $30/oz to $60/oz in 18 months. BP technically survived 2025… but welcomed a new CEO, so partial credit at best.Michael wins overall, which he will remind us of repeatedly. After heroic levels of co-host sabotage, Laurent loses again, as is now canon.Our 2026 Predictions:

In Episode 121, hosts Ray Powell and Jim Carouso welcome Craig Singleton, Senior Fellow at the Foundation for Defense of Democracies and former US diplomat, to examine Taiwan's critical energy vulnerability and China's gray zone coercion strategies. Singleton, co-author of FDD's recent report “Maritime Protection of Taiwan's Energy Vulnerability,” reveals how Taiwan's mere 10-day supply of liquefied natural gas (LNG) creates an Achilles heel Beijing could exploit without firing a shot - and why semiconductor supply chains, global economies, and US deterrence strategy all hang in the balance.Taiwan's Energy Crisis: 10 Days to DisasterTaiwan imports 90% of its energy, with over half arriving by sea as LNG from suppliers who may be susceptible to PRC coercion. Through extensive war gaming featuring participants from Taiwan's National Security Council, Japan, Australia and former Trump administration officials including Matt Pottinger, Singleton's team discovered Taiwan would face “Sophie's Choice” dilemmas within two weeks of a Chinese quarantine. The scenario revealed that energy companies would be pressured to comply with new and onerous requirements, while diplomatic pressure to reduce just one LNG shipment per week could trigger cascading blackouts and force Taiwan to choose between powering hospitals or semiconductor fabrication plants.​Quarantine vs. Blockade: The Gray Zone AdvantageSingleton explains the critical distinction between blockades - which carry international legal consequences and can activate UN responses - and quarantines, which exist in “squishy” legal territory that China deliberately exploits. During war gaming, Singleton playing Xi Jinping accomplished every objective without triggering US red lines by characterizing aggressive actions as “safety inspections” and “counter-piracy operations,” language already familiar from South China Sea operations. This asymmetric approach keeps American responses in “off” mode while systematically degrading Taiwan's resilience through political warfare and disinformation campaigns.​Semiconductor Leverage and Allied ResponseWhen Taiwan's war game participants announced they would cut power to TSMC to force international intervention, it represented a mic-drop moment - Taiwan exercising agency by threatening global semiconductor supply chains. The scenario exposed uncomfortable truths about allied commitment, with Japan able to weather the crisis due to substantial LNG reserves, while Australia's involvement remained uncertain despite AUKUS commitments. Singleton argues classic deterrence models map poorly onto gray zone operations, and reestablishing deterrence after allowing coercion to proceed requires “outsized” responses that current political will may not support.​Solutions: From LNG Diversification to Nuclear ReactorsSingleton advocates for increased US LNG exports to Taiwan, enhanced energy storage through hardened mountain facilities and floating terminals, and reconsideration of small modular reactors (SMRs) at key government and military sites - potentially creating a deterrent effect against Chinese targeting due to nuclear fallout risks. The 2025 National Defense Authorization Act's increase from $300 million to $1 billion in foreign military financing for Taiwan represents progress, but energy resilience remains the critical vulnerability China will exploit.

My guest this week is Mr. Ron Gray, former Leader of the Christian Heritage Party from 1995 until 2008. We chat about Justin Trudeau's painful departure after 10 years of disastrous rule and the sudden appointment of Prime Minister Mark Carney. We touch on the CFIA slaughter of more than 300 healthy ostriches in Edgewood, BC and the punishment by trial of freedom fighters Tamara Lich and Chris Barber. We talk about Midnight Hammer, the US / Israel military destruction of Iran's nuclear weapons program. We mention the arrest and re-arrest of Pastor Derek Reimer in Calgary for protecting children from Drag Queens. We talk about BC's collapse under the weight of UNDRIP and the implications of the Cowichan decision in Richmond. We talk about the unlikely and precarious partnership between Premier Danielle Smith and PM Mark Carney in an effort to finally get a pipeline built to BC's North Coast. Finally, we focus on three censorious ad dictatorial bills currently being debated in the House of Commons: C-2, C-8 and C-9. These bills will probably drag on into the New Year; if passed they will destroy freedom, justice and democracy as we know them. Every effort must be made to block them. Welcome to 2026! May it be a year of revival in Canada! 

India's shipbuilding industry is entering a new era — and Cochin Shipyard Limited is leading the charge.In this episode, Madhu S. Nair, Chairman & Managing Director of Cochin Shipyard Limited, joins IndiaPodcast to share how India is rebuilding its shipbuilding strength and reducing dependence on foreign fleets.From building India's first LNG dual-fuel vessels with CMA CGM and Hyundai, to expanding capacity with a new dry dock and ship repair facility, Cochin Shipyard is positioning India as a global maritime force once again.This conversation dives deep into:How Cochin Shipyard grew from ₹2,000 Cr to ₹5,000 CrIndia's plan to control a larger share of its cargo and shipping operationsThe rise of indigenous shipbuilding and global partnershipsThe government's long-term maritime vision for 2030 and 2047What makes shipbuilding the true foundation of maritime strengthWatch the full conversation for an in-depth look at how India is rebuilding its maritime future with innovation, trust, and collaboration.Become a supporter of this podcast: https://www.spreaker.com/podcast/indiapodcasts-we-hear-what-you-want-to-say--4263837/support.

Zelenszkij szerint tárgyaltak Trumppal az amerikai katonák ukrajnai jelenlétéről Három trend, ami meghatározhatja a gazdaságot 2026-ban Nagyon úgy néz ki, hogy Sulyok Tamásnak maradt még mondanivalója a néphez Minden nap a félelemmel küzdött Romi Gonen a Hamász fogságában Ma még beszerezhető a pezsgő és a virsli – így alakul az üzletek nyitvatartása szilveszterkor és újévkor A német bűnügyi történelem egyik legnagyobb betörése: 11,2 milliárdot zsákmányoltak a bankrablók Döbbenetes! Katasztrófa a Balatonnál: tömeges a halpusztulás - minden ebbe az irányba mutat Orosz gáz Európában: ötven éve nem történt ilyen, mint most, a Gazprom mélyen hallgat – az LNG fűti az EU-t Az Arsenal erőt demonstrált, a MU megégett Hóval robban be a szilveszter: mutatjuk, hol fehéredik ki az ország az év utolsó napján A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Zelenszkij szerint tárgyaltak Trumppal az amerikai katonák ukrajnai jelenlétéről Három trend, ami meghatározhatja a gazdaságot 2026-ban Nagyon úgy néz ki, hogy Sulyok Tamásnak maradt még mondanivalója a néphez Minden nap a félelemmel küzdött Romi Gonen a Hamász fogságában Ma még beszerezhető a pezsgő és a virsli – így alakul az üzletek nyitvatartása szilveszterkor és újévkor A német bűnügyi történelem egyik legnagyobb betörése: 11,2 milliárdot zsákmányoltak a bankrablók Döbbenetes! Katasztrófa a Balatonnál: tömeges a halpusztulás - minden ebbe az irányba mutat Orosz gáz Európában: ötven éve nem történt ilyen, mint most, a Gazprom mélyen hallgat – az LNG fűti az EU-t Az Arsenal erőt demonstrált, a MU megégett Hóval robban be a szilveszter: mutatjuk, hol fehéredik ki az ország az év utolsó napján A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There are at least a couple of clear trends in upstream-sector M&A. One is that E&Ps continue to zero in on the basins where they see the most promise, and to divest non-core assets. Another is that the ramp-up in LNG exports is spurring heightened interest in acreage and production targeting that market. 

This Weekend's Show we are replaying two big-picture conversations from earlier in the week. Craig Hemke explains why this metals run looks structural (not just momentum), while Dan Steffens lays out how a “glut” narrative in oil could flip, at the same time LNG-driven natural gas demand tightens and energy stocks offer dividends, buybacks, and M&A-driven upside.   Segment 1 & 2 - Craig Hemke, founder and editor of TF Metals Report, joins the KE Report to recap an extraordinary year for gold and silver, explaining the structural forces behind record-high prices, why mining shares remain undervalued, and what macro signals - like central bank policy and yield-curve control - could drive the next phase of the precious-metals bull market into 2026. Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/   Segment 3 & 4 - Dan Steffens, President of Energy Prospectus Group, joins the KE Report to share his outlook for oil and natural gas heading into 2026, including why modestly higher prices could still drive strong cash flow for producers. He also highlights standout large-cap, mid-cap, dividend, and royalty stocks, discusses M&A opportunities, and explains how he balances income, growth, and risk across his energy portfolios. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/ 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.

Active Management's Edge in Fixed IncomePassive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Dive into this packed League of Legends talk show as Thorin and Nymaera break down the first looks at BLG and LNG in the Demacia Cup, BLG's new roster with Xun and Viper, and what it all might mean for the LPL 2025 season. They also explore how meta picks like Maokai jungle and Aphelios vs. Xayah are shaping early-game dynamics, team vibes, and playoff potential in China's top-tier League ecosystem.  Then the episode pivots hard into Europe: the controversial BDS → Shifters rebrand, its mocked logo and name, and a disastrous meme tweet that turned a flat launch into a PR crisis. The hosts discuss the broader decline of creative opportunities in the EU scene, the cancellation of the LEC's flagship podcast EUphoria, and why losing high-quality Riot-produced shoulder content hurts narrative building, talent, and fans across the ecosystem.  Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money! Go to https://RocketMoney.com/LFN today.  Head to https://DRINKAG1.com/SUMMONING you'll get the welcome kit, a Morning Person hat, a bottle of Vitamin D3+K2, a AG1 Flavor Sampler and you'll get to try their new sleep supplement AGZ for free.  Eat smart at https://FactorMeals.com/lfn50off and use code lfn50off to get 50% off your first box, plus Free Breakfast for 1 Year.  Sign up for your one-dollar-per-month trial and start selling today at https://SHOPIFY.com/summoning  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what's really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift. If you're looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch. 0:00 - INTRO 0:56 - Dollar Pessimism is Everywhere 3:32 - Why the Dollar Loses Purchasing Power: Inflation 5:08 - How Reserve Currencies Work - Why the Dollar is the Global Reserve Currency 6:30 - Why Oil is Priced in Dollars 9:07 - Reserve Currency Storage - Rule of Law & Liquidity Stability; effects of Euro Conversion on Reserves 11:10 - Ronald Regan clip, "Mr. Gorbachev, tear down this wall" 13:00 - Why the Dollar needs not be too strong or too weak (Chart - US Dollar Index) 16:00 - The Debt based monetary system 16:42 - The Carry Trade 19:59 - The Dollar Milkshake Theory - 21:00 - What a Falling Dollar would indicate 22:00 - The Impact of Where Money is Being Spent for AI Buildout - the multiplier effect; will this attract more foreign capital into the US? 25:11 - AI is transformational - Separation of East from West is happening; outcome is existential to the US 26:22 - The Office of Strategic Capital - 27:07 - The Race to Win AI - leadership in the global economy 28:53 - Two hang ups - Power generation/transmission grid 29:46 - Looking for the investing tailwinds 31:23 - The Fed's Return to QE 35:08 - Stablecoin vs Bitcoin - Digital Token, linked to a specific asset or commodity; Bitcoin which suffers from volatility 38:14 - The Genius Act - official blessing of Stablecoin; geopolitical implications 39:24 - The potential to become a new Eurodollar market - the importance of sovereignty for a nation 42:58 - Using Money as a weapon 44:46 - Stablecoin Implications for Investors - impact on Treasuries 47:14 - Currency Manipulation - China vs U.S. 50:30 - AI is overpriced - Looking ahead: short term cautious; buy the dip; Energy assets, including nuclear; critical minerals are national security implications 52:08 - Precious Metals outlook: If you own them, don't sell them; 53:40 - Opportunity in Energy Sector; Will VanLowe/Quantum - Energy Demand vs available supply imbalance 54:34 - The LNG supply gap solution 56:25 - How to Find Brent Johnson Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Brent Johnson, CEO, Santiago Capital, Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=QYUME1I-SDg&list=PLVT8LcWPeAug2oeXwuQUeSf8Hd6AFR5O9&index=4 ------- Our Previous show, "Bear Markets Are a Good Thing," is here: https://www.youtube.com/watch?v=bdlhQgMthW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Articles Mentioned in Today's Show: "QE Is Coming: The 2008 Roots Of Fed Dominance" https://realinvestmentadvice.com/resources/blog/qe-is-coming-the-2008-roots-of-fed-dominance/ -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BrentJohnson #USDollar #AIInvesting #GlobalMacro #FinancialMarkets

For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025.  Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted's year of pain — contrasted with the blazing global boom in battery deployment all over the world, up a staggering 50% year-on-year.The AI & Datacenter Surge: An extraordinary rise… but how much of it is grounded in facts, and how much is built on faith?Scandals & Disgraces: From the SMR pump-and-dump circus to Venture Global's LNG “ghosts ships,” and of course the Tony Blair report debacle — 2025 delivered drama.Innovations That Actually Mattered: V2G is born thanks to Octopus and BYD and ever larger LFP form factors are reshaping storage — real progress amid the noise.Quotes of the Year: A remarkable harvest of sharp insights capturing the zeitgeist… and, inevitably, a mountain of nonsense worth calling out.To all our listeners: Merry Christmas, Happy New Year, and thank you for riding through 2025 with us.We'll be back in early January with our Predictions episode — always a very popular one.

As the new year dawns, the U.S. energy industry is facing a complex future, filled with opportunities for extending LNG exports, advancing power solutions and building infrastructure. Deloitte's Kate Hardin joined NGI's Carolyn Davis, managing editor-news, to offer insight about the firm's 2026 oil and gas forecast.  It's innovation that will guide the future, Hardin said. This is the beginning of an exciting year for the oil and gas industry, as it continues expanding efficiencies and improving technologies.  Could natural gas prices strengthen? Will utilities advance more natural gas-fired capacity? What about regulations and government policies? Could they stymie investments?  Hardin discusses that and more in an insightful discussion.

On this lively Saturday morning, the Van Wie Financial Hour team delved into the intricacies of recent financial market trends, holiday broadcasting schedules, and the curious effects of AI in the job market. Amusing banter interspersed the discussion as they examined economic reports, market corrections, and fiscal policies, while listener Greg chimed in with insights on LNG and AI energy demands. With a blend of humor and expertise, the episode wrapped up with reflections on long-term care planning and cheerful holiday wishes.

Recorded December 16th, 2025 https://youtu.be/degkp8Ba9OA Episode 147 of the PetroNerds podcast is a PetroNerdy Christmas special.  Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast is joined by Jason Isaac, Founder of the American Energy Institute.  Trisha and Jason cover the world, from US electricity and coal to Venezuela to Russia and Ukraine.  Trisha talks about the economy and the sell off in oil prices and natural gas prices being overdone and the geopolitical realities still in the market, including the US seizing Venezuelan crude tankers and the ongoing Russian war in Ukraine.  Jason and Trisha talk about the economy, unemployment rising to 4.6 percent, the labor market, the Paris Climate Accords, and Ford's announcement to write down EVs and focus on hybrid and more affordable pickups.  Trisha talks about China and the coal fired power generation in China and how exactly this stacks up to US power generation.  Trisha and Jason spend time talking about rising electricity prices, Californians being behind on their electric bills, aggressive green policies in states which has led to rising electricity prices, and the need for education and policy changes in power generation.  Trisha wants coal for Christmas.  She wants coal in her stocking and more coal fired power generation in the grid, not less.  She talks about natural gas production, natural gas prices, and rising LNG exports.  Trisha and Jason talk about the energy policies of the Trump Administration and the work Chris Wright is doing, his "I love coal" comments at the newly renamed National Laboratory of the Rockies (formerly National Renewable Energy Laboratory).  Trisha Curtis is the American Energy Institute's economist.  Her article in Daily Signal on "Rising Electricity Prices Started Well Before AI" can be found here: https://www.dailysignal.com/2025/11/18/rising-electricity-prices-started-well-before-ai/. And Trisha's latest interview on Steve Gruber's Real America's Voice can be found here: https://rumble.com/v731tow-trisha-curtis-pipelines-lng-and-americas-power-bills.html and https://www.youtube.com/watch?v=i6il0x4zwJ4.

As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we divine about 2026? Are we in for stagflation? Boring commodity markets or is this the calm before the storm….? Our guest is David Fyfe, Chief Economist of Argus, the independent energy & commodity price reporting agency and intelligence firm.

We're closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered volatility and plenty of surprises, along with a long list of developments with real consequences for energy, both clean energy and traditional oil and gas. We cover major policy shifts, including the election of the Mark Carney Liberals in Canada, the introduction of Bill C-5, the launch of the Major Projects Office, the Ottawa–Alberta Memorandum of Understanding (MOU), and growing political support for LNG. We also review changes in the United States, including tariffs and the One Big Beautiful Bill (OBBB), which rolled back many of America's generous clean energy subsidies.  Another recurring theme this year was the surge in expectations for AI data center electricity demand—including in Canada, where three proposed projects in Alberta are moving closer to a final investment decision.It's been a whirlwind year. Jackie and Peter wish everyone a wonderful holiday break, and we'll return in 2026.Content referenced in this podcast:  The Hub.ca, Have we really hit peak oil? Please don't count on it (December 2, 2025) National Security Strategy of the United States of America (November 2025)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Over 50 environmental groups and almost 500 individuals has signed an open letter to the Minister for the Environment expressing their opposition to an LNG terminal in Clare. Gas Networks Ireland announced plans last month for a strategic gas emergency reserve at Cahiracon on the Shannon Estuary, with the development expected to create up to 400 jobs during construction and roughly 50 while operational. Futureproof Clare has initiated an open letter to Minister Darragh O'Brien calling for the plans to be abandoned and so far, 55 groups, 491 individuals and nine political representatives have lent their support. Ennis-based Futureproof Clare spokespeson Emanuela Ferrari doesn't believe Ireland's gas supply is as vulnerable as the Government makes out.

Trisha Curtis, macroeconomist and CEO of PetroNerds, dives into the forces driving America's rising power bills, from U.S. shale markets to energy geopolitics with China. She explains the critical role of Alaska energy production, mining, and pipeline infrastructure, as well as the growing importance of LNG exports, in stabilizing domestic energy supply and lowering costs. Curtis highlights how expanding responsible American energy production can strengthen energy independence, support families and businesses, and keep power affordable for everyday Americans.

In this episode of the Energy Vista podcast, Leslie Palti-Guzman is joined by David Goldwyn, President of Goldwyn Global Strategy and former US State Department Special Envoy and Coordinator for International Energy Affairs, to unpack the newly released US National Security Strategy and what it signals for energy, geopolitics, and the transatlantic alliance.This is genuine, lively debate over their respective takeaways from the strategy. Together, Leslie and David explore and debate: How the National Security Strategy was crafted and why it marks a departure from previous US grand strategy documents The elevation of energy dominance, and the contradictions it creates for US oil, gas, LNG, and clean energy industries The growing pressure on Europe to align energy procurement, industrial policy, and trade choices with US geopolitical priorities The administration's uneasy view of Europe's economic weakness, political fragmentation, cultural erosion, and vulnerability to China Whether US pressure strengthens Europe or risks pushing it to diversify away from American LNG and US leadership The future role of Russia in the European continent The discussion closes with a candid reflection on policymaking in Washington today.A rich, nuanced conversation at the intersection of energy, strategy, and alliance politics, offering both hard truths and unresolved tensions shaping the future of the transatlantic relationship.

VOV1 - Được xem là cụm dự án tiên phong của điện khí LNG tại Việt Nam, Nhà máy nhiệt điện Nhơn Trạch 3 và 4 ghi dấu bằng loạt cái nhất về công nghệ, quy mô và tiến độ triển khai. Những con số cho thấy tầm vóc và vai trò đặc biệt của dự án trong tiến trình chuyển dịch năng lượng quốc gia.Toàn cảnh dự án Nhiệt điện Nhơn Trạch 3-4

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

Die SRG kehrt mit ihren Radioprogrammen zurück auf UKW. Dies, nachdem sie deutlich Hörerinnen und Hörer verloren und das Parlament die Lebenszeit von UKW verlängert hat. Weitere Themen: Feuerwerk, das nichts anderes als Lärm macht, soll in der Schweiz verboten werden. Das hat der Nationalrat beschlossen. Damit will er die sogenannte «Feuerwerks-initiative» verhindern, die von vier Tierschutzorganisationen unterstützt wird und noch weiter ginge. Der Energiekonzern Axpo hat im letzten Geschäftsjahr deutlich weniger Gewinn gemacht als im Vorjahr. Floriert aber hat das Geschäft mit Flüssiggas, kurz LNG. Axpo importiert als einziger Schweizer Energiekonzern LNG vor allem aus den USA. Und das, obschon die Klimabilanz von LNG problematisch ist.

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

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.

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Nathan Lord, President of Shale Crescent USA, to unpack why Ohio, West Virginia, and Pennsylvania may be the world's most overlooked manufacturing and energy powerhouse. Nathan explains how the region's abundant, low-cost natural gas creates a world-class advantage for petrochemicals, power generation, and reshoring manufacturing from Europe and China—while also cutting emissions by building near the fuel source. They dive into Europe's deindustrialization, the risks of net-zero policies that export industry (and emissions) to China, the coming surge in gas demand from LNG and AI data centers, and why winning the “fuel race” is the key to U.S. energy security, grid reliability, and long-term prosperity for American workers.We wrote an introduction to this interview for the Energy News Beat Substack, and it included data compiled by Nathan and the Shale Crescent team. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityI look forward to more podcasts and interviews with CEOs from Ohio, West Virginia, and Pennsylvania to discuss this significant, strategic reindustrialization effort for the United States. Thank you, Nathan, for stopping by the Podcast, and I am looking forward to our follow-up conversations! - StuCheck out the Shale Crescent USA website here: https://shalecrescentusa.com/Connect with Nathan Lord on his LinkedIn here: https://www.linkedin.com/in/nathan-lord-230a99a9/Highlights of the Podcast 00:00 - Intro01:01 – What Is Shale Crescent USA?02:53 – Marcellus Gas Volumes & Global Ranking04:20 – Where Global Manufacturers Go Next05:35 – Trump, the Saudi Crown Prince & LNG Dreams06:02 – Maximizing the Molecule: From Gas to Booster Seats07:16 – Germany's Net-Zero Deindustrialization09:06 – Europe's Energy Insecurity vs. U.S. Shale Advantage11:15 – Energy Security at Home, Energy Dominance Abroad12:12 – How Shale Crescent Lands Global Projects13:07 – Stu's Two-Track World & China's Manufacturing Pull14:54 – Can the U.S. Beat China on Manufacturing Costs?17:51 – Onshoring, ESG & Emissions Reality20:26 – Is ESG Fading? Cleanest Molecule Wins21:51 – Rare Earths vs. “Rare Natural Gas” Advantage23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing24:11 – Who's Locking Up Molecules (and Who Isn't)26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power28:30 – Avoiding Blackouts & Winning the AI Fuel Race32:06 – Build on the Fuel Source: Speed to Power35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps37:39 – Man-Made Energy Problems & Leadership38:18 – How to Find Nathan & Shale Crescent USA39:08 – Closing: From Rust Belt to ProsperityFull transcript will be on https://energynewsbeat.co/Check out https://energynewsbeat.co/request-media-kit/

Het Verenigd Koninkrijk trekt ruim 1 miljard euro steun aan het grote LNG-project van TotalEnergies in Mozambique in, vanwege toegenomen veiligheidsrisico's. Ook Nederland is bij het project betrokken. Waarom haken landen nu af, terwijl TotalEnergies juist wil herstarten? Met VPRO-journalist Bram Vermeulen en Anne de Jonghe van mensenrechtenorganisatie Both Ends Nieuwe extreemrechtse jongerenpartij in Duitsland De radicaal-rechtse AfD heeft een nieuwe jongerenorganisatie gelanceerd, nadat de eerdere jongerenafdeling Junge Alternative onder verscherpt toezicht werd geplaatst wegens extremistische uitingen en banden met mogelijk gewelddadige groeperingen. Om verdere reputatieschade te voorkomen, verbrak de partij formeel de banden. Met de nieuwe jongerenbeweging probeert de AfD een frisse start te presenteren,  maar is er werkelijk iets veranderd, of gaat het om dezelfde ideeën in een nieuw jasje . We vragen het aan Duitslandkenner Ulrike Nagel schuift aan. Presentatie: Sophie Derkzen

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

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

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

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

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

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

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

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:

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.

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...