Podcasts about lng

The Silly History Boys most Dear Uncle is off on tour with the Story Forge Show! And YOU are invited…on an hilariously unique family-friendly theatrical adventure!  Join the ludicrously learned (and undeniably loopy) duo, Professor Doctor Lee Hithersay and Doctor Professor Robert Rhys Bond, as they embark on a quest to forge three brand-new myths live on stage! Will your adventure unfold on the sun-drenched shores of Ancient Egypt, amidst the icy fjords of Viking legend, or in the inky depths of Neptune's ocean? The choice is yours! Shape the narrative, suggest the world, and even take centre stage as the hero of your very own myth (participation entirely optional, shy souls still welcome!). Forge your own unforgettable story and become a legend – you'd be mad to myth it! Nice Things People have said about Story Forge...     TICKET LINKS and Venues all Below      Suitable for ages 7+ Running time 1 hour and no interval     Derby Theatre September 20th, 11am and 2pm https://derbytheatre.co.uk/event/story-forge/     Maesteg Town Hall November 6th at 1.30 https://awenboxoffice.com/whats-on/the-story-forge-make-your-own-myth/   Hoole Community Centre in Chester September 21st at 1.30pm https://www.ticketsource.co.uk/whats-on/chester/hoole-community-centre/rubbish-shakespeare-company-silly-history-boys-the-story-forge-make-your-own-myth/e-lellam   Chelmsford theatre, Saturday the 27th of September  11.30 and 14.30 https://www.chelmsfordtheatre.co.uk/event/the-story-forge-make-your-own-myth   Farnham Maltings, the Great Hall, Sunday the 28th of September. 11am and 2.30 https://farnhammaltings.com/events/the-story-forge   Friday the 3rd of October, 6pm https://www.ticketsource.co.uk/whats-on/chester/tarvin-community-centre/the-story-forge-make-your-own-myth-the-rubbish-shakespeare-company-silly-history-boys/e-xokpvr    Gosforth Civic Theatre, 4th of October, Newcastle 11am and 2pm https://www.gosforthcivictheatre.co.uk/whats-on/the-story-forge-make-your-own-myth   Queens Hall Hexham, 5th of October, at 2pm https://www.queenshall.co.uk/whats-on/the-story-forge-make-your-own-myth   The Stables Milton Keynes, 11th of October at 2pm  https://stables.org/event/rubbish-shakespeare-company-the-silly-history-boys-the-story-forge   Story Forge Warwick Arts Centre, October 12th. 11.30 and 2.30 https://www.warwickartscentre.co.uk/whats-on/nvO-the-story-forge-make-your-own-myth/   Story Forge Armly/Leeds, St Bartholomew church, for Red Ladder Theatre Company  https://www.redladder.co.uk/whatson/story-forge/   Dorman Museum November 9th. 11.30 and 2.30 https://online1.venpos.net/ConsumerSite/VisitDateTime?LID=936&PID=440cf6d7-e6ee-48c9-aee5-b0e31a1d3d1a&LNG=en&VD=2025-11-09T00%3A00%3A00     The Story Forge was banged together with the molten talents of these nice people…   Performed by Lee Hithersay, Robert Rhys Bond and Oliver Wilson, Ryan Byrne and Daniel Bradley  Props and costume design by Alice Rowbottom Set design by Alex MacDonald Lighting Design by Beccy Hillam Written by Robert Rhys Bond and Lee Hithersay Directed by Mark Smith    

In the latest episode of NGI's Hub & Flow podcast, NGI's Christopher Lenton, managing editor of Mexico, sits down with Mexico City-based energy analyst Gonzalo Monroy to explore Mexico's deep dependence on U.S. natural gas and the country's uphill battle to develop its own resources.    Monroy, managing director of consultancy Grupo Mexicano de Energía y Construcción, outlines how Mexico's power sector relies on U.S. pipeline gas, while years of underinvestment and weak regulatory frameworks have left domestic production stagnant. From stalled deepwater and shale projects to the lack of natural gas storage, Monroy explains why efforts to boost production face steep economic and technical hurdles.    The conversation also delves into Mexico's LNG ambitions, private sector interest in partnering with CFE, and the uncertain role of Pemex—painting a picture of an energy landscape where ambitious plans risk falling short, leaving Mexico tethered to U.S. supplies.  

Ende August zuckt Deutschland auf: Die Gasspeicher sind "historisch schlecht befüllt", melden mehrere Medien. Die Sorge vor einer neuen Energiekrise flammt auf. Aber die Sorge scheint unbegründet, eine Fehlinterpretation. Beim Befüllen der Gasspeicher haben Deutschland und die EU gewartet - und ausnahmsweise alles richtig gemacht. Gast? Natasha Fielding, Leitung Gas, LNG und Biomasse bei Argus MediaModeration? Christian HerrmannSie haben Fragen? Schreiben Sie eine E-Mail an podcasts@ntv.deSie möchten "Wieder was gelernt" unterstützen? Dann bewerten Sie den Podcast gerne bei Apple Podcasts oder Spotify.Alle Rabattcodes und Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/wiederwasgelerntUnsere allgemeinen Datenschutzrichtlinien finden Sie unter https://datenschutz.ad-alliance.de/podcast.htmlWir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.htmlUnsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

Prime Minister Mark Carney says it's time to build big, and build quickly. Today he revealed a list of five “nation building” projects, including LNG production, and small nuclear reactors. We'll look at two of those projects in a bit more detail — mines in Saskatchewan and B.C. More on the plans, the people and the pushback.And: The hunt is on for the person who shot Conservative influencer Charlie Kirk in Utah. Kirk was killed yesterday at an event on a college campus.Also: A Calgary company is banking on a big venture to digitize the dollar. It plans to launch a Canadian stablecoin next year.Plus: Canadian views on immigration, political violence in the U.S., and more.

In dieser ganz besonderen Folge melden wir uns direkt vom Nordpol – aufgenommen an Bord des LNG- bzw. Hybrid- betriebenen Eisbrechers Le Commandant Charcot.Mitten im arktischen Packeis sprechen wir mit Laura Wolpmann, angehende Wissenschaftlerin am Alfred-Wegener-Institut, die hier aktuelle Daten zur Meereissituation sammelt und gemeinsam mit internationalen Forschungsteams wertvolle Beiträge zur Klimaforschung leistet.Laura erklärt, wie sie an Bord arbeitet, was es mit den Schneebojen auf sich hat und warum die regelmäßigen Expeditionen der Le Commandant Charcot eine enorme Chance für die Wissenschaft sind.Außerdem sprechen wir über die außergewöhnliche Unterstützung, die PONANT der Wissenschaft bietet: Kostenfreie Mitreise, Laborflächen, Gästekabinen statt Crewunterkünften – und der direkte Austausch zwischen Forschenden und Gästen.Eine Folge für alle, die erfahren möchten, wie moderne Arktisforschung heute funktioniert – und warum Reisen und Wissenschaft in der Polarregion keine Gegensätze mehr sind.

On this episode of the Energy Security Cubed Podcast, Joe Calnan and Kelly Ogle discuss the Major Projects Office and the possible direction of Canadian energy strategy with Monica Gattinger. // For the intro session, Kelly and Joe discuss the potential of the Power of Siberia 2 gas pipeline and implications for LNG. // Guest Bio: - Monica Gattinger is a CGAI Fellow and Chair of Positive Energy at the University of Ottawa // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendations: - "Faith and Fear : The Free Trade Story", by G. Bruce Doern and Brian W. Tomlin: https://www.amazon.ca/Faith-Fear-Free-Trade-Story/dp/0773725342 // Interview recording Date: September 9, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

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This week, our guest is Eric Nuttall, Partner and Senior Portfolio Manager at Ninepoint Partners. Eric manages the Ninepoint Energy Fund (NNRG) and the Ninepoint Energy Income Fund (NRGI).  Here are some of the questions Peter and Jackie asked Eric: How would you compare investing in Canadian oil and gas producers versus U.S. companies?  Do you still believe Canada is undervalued relative to the U.S., as you did when we spoke a few years ago? With OPEC announcing on September 7, 2025, that it will add even more supply to the market, why are oil prices remaining so resilient, and what is Saudi Arabia's strategy? What are your expectations for North American natural gas prices, particularly in Canada, which has experienced exceptionally weak pricing this year? Canada has seen a wave of consolidation in the oil patch—how do you view corporate consolidation in this context? You have long advocated for oil and gas producers to buy back shares, but if Canada succeeds in building new export pipelines for oil and gas, would you support companies growing production to create value rather than relying solely on buybacks? How can new export pipelines be built if investors continue to prefer buybacks over growth? Finally, do you believe Canadian oil and gas companies still trade at a “green discount” due to climate policies that burden the sector?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

Energy Markets Deep Dive: Faith, Finance, and the Future of Oil & GasJoin hosts Richard Cunningham and Luke Roush as they take their first deep dive into the energy markets with two legends from the Permian Basin in Midland, Texas. Jordan Strebeck of Fortress Energy Partners and Chas Perry of PBEX offer insider perspectives on oil and gas investing, geopolitics, and how energy production enables human flourishing globally.This Marks on the Market episode explores the technological revolution that transformed American energy independence, the capital discipline reshaping the industry, and why natural gas could be the key to both domestic prosperity and global development.Key Topics:The Permian Basin's role as America's energy epicenter - producing half of US oil within 200 miles of MidlandHorizontal drilling and hydraulic fracturing technology that revolutionized unconventional oil recoveryCapital discipline versus "drill baby drill" - why the industry learned to prioritize shareholder returnsGeopolitical implications of US energy independence and LNG export capacityHow abundant natural gas could enable cheaper electricity and AI infrastructure developmentEnergy density and human flourishing - why hydrocarbons remain essential for economic advancementNotable Quotes: "OPEC doesn't really care a whole lot about what we think. And I've learned also, like President Trump, neither he nor anyone in his administration, has called and ask me my opinion." - Jordan Strebeck"You can't always rely on [renewable energy]. Natural gas, we've got a ton of it in the United States. All of us on this podcast will be dead and gone before we're out of fossil fuel." - Chas Perry"There is no such thing as an economically advanced economy that does not require energy." - Jordan Strebeck

Brent råolieOlielagrene er i 2025 steget med omkring 600.000 tønder olie per dag, mens Brent kun er svagt lavere. Ruslands angreb mod vest, Kinas opkøb af olie til strategiske lagre, og Trumps nye træk over for Venezuela, Iran og Indien bremser et ventet prisfald. En baggrund for, at OPEC igen øger produktionen. Vi venter Brent viger mod $55 i 2. kvartal 2026, hvorefter et comeback højere er sandsynlig.DieselPrisen for dieselraffinering handler højt drevet af USA's pres på Indien, og russisk olieraffinering ramt af droneangreb. EU's diesellagre er dog solide, og vi forventer stadig et prisfald til DKK 2,88 mod ultimo 2025. Et ventet spot-prisfald, som vil trække terminspriserne med nedad. Vi venter et fald i CAL26 til DKK 2,94 og for CAL27 til DKK 2,99. Niveauer, som er attraktive til at øge prissikringen.NaturgasRuslands aftale med Kina om udvidelse og udbygning af gasrørledninger er godt nyt for Europas forbrugere. Kina vil i de kommende år efterspørge mindre LNG, mens LNG forbliver afgørende for Europa. Vi venter en vinterpris nær €35 og anbefaler en normal prissikring. Det globale LNG eksporteventyr tager til i 2026, derfor anbefaler vi en lavere end normal prissikring af forbrug efter vinteren.Læs hele analysen her.Vigtig investorinformation.

 Interview with Paul Mulder, Managing Director of Pacific Lime & Cement Ltd.Recording date: 26th August 2025Pacific Lime & Cement is developing Papua New Guinea's first integrated lime and cement production facility, targeting a market opportunity worth over $50 million annually in import replacement. Led by Managing Director Paul Mulder, a 30-year resources veteran with experience at BHP and managing Gina Rinehart's energy assets, the company is capitalizing on PNG's complete dependence on imported lime and cement.The project's competitive advantage stems from exceptional resource quality and strategic positioning. Located just 24 kilometers from Port Moresby, the facility controls 400 million tons of high-grade limestone that sits directly at surface level, eliminating costly stripping operations. With the quarry situated merely 800 meters from wharf facilities adjacent to PNG's $18 billion LNG infrastructure, the company enjoys a 75% freight distance advantage over Southeast Asian competitors.PNG's annual lime demand of 250-300,000 tons represents 70-75% of Pacific Lime & Cement's planned phase one capacity, with major mining companies committed to supporting competitive local suppliers. The country's cement consumption of just 33 kilograms per capita—compared to 250-700 kilograms in comparable developing nations—indicates substantial growth potential as PNG pursues $55 billion in planned infrastructure projects.Government support has been comprehensive, with Pacific Lime & Cement securing PNG's first industrial Special Economic Zone status, providing 10-15 years of corporate tax relief. Community Development Agreements ensure local participation through infrastructure investment, employment, and equity participation.Construction of the $80 million phase one is underway with an 18-month timeline, funded entirely through equity to maintain operational flexibility. Management projects $150-200 million EBITDA at full development, with export potential to Australia where the company maintains significant shipping time advantages over traditional suppliers.The integrated approach positions Pacific Lime & Cement to serve PNG's entire construction value chain while establishing a platform for regional expansion.Sign up for Crux Investor: https://cruxinvestor.com 

On the phone-in: Today's discussion is about the grocery business in Canada. How can we find more affordable options? Our guest is Yogesh Ghore -- a senior program staff member at Coady Institute on the campus of St. FX University. And off the top of the show, we speak with Moe Qureshi -- the Director of Climate Research and Policy at the Conservation Council of NB. He comments on the idea of having LNG exported to Europe from Saint John. And on PEI, potato farmers are concerned about drought conditions.

In this episode of Inside the Markets from GMS Podcasts, we provide a clear update on ship recycling activity across India, Pakistan, and Bangladesh. The discussion focuses on pricing, compliance requirements, freight market effects, and regional developments that are shaping today's recycling decisions. Hosted by Vagelis Chatzigiannis, Head of the GMS Greece Office, with insights from Jamie Dalzell, Head of the GMS Singapore Office, the episode covers the factors driving both opportunities and risks in the recycling market. Discussion highlights include: India's continued activity with more than 110 HKC-certified yards, supported by compliance and international credibility despite currency volatility Pakistan's position as the regional price leader with strong plate values and currency stability, but limited concluded deals Bangladesh's slowdown driven by flat plate prices, high inflation, and political uncertainty ahead of elections The role of the Baltic Dry Index and stronger freight earnings in delaying ship supply across bulkers and containerships The increasing importance of compliance, IHM documentation, and sanctions risk for international owners Market expectations for tankers, LNG carriers, and broader regional competition heading into Q4 Flash Forecast: Most likely ship type to recycle next month: tankers Preferred destination today: India for compliance, Pakistan for pricing Biggest current risk: currency volatility in South Asia This episode provides straightforward insight into how shipowners and recyclers are balancing compliance, currency, and capacity challenges. Follow GMS Podcasts for market intelligence and regional updates from our country heads in Asia, the Middle East, and Europe. Subscribe to the GMS Podcasts and follow GMS on LinkedIn for future updates and discussions.  

TXOGA Talks is back for Part 2 of our Legislative Session recap! TXOGA President Todd Staples is joined by TXOGA Vice President & General Counsel Cory Pomeroy and TXOGA Vice President of Government and Regulatory Affairs Tulsi Oberbeck for a discussion on oilfield theft, Texas business courts, and the booming liquefied natural gas industry.Tune in for a breakdown of key bills passed to address oilfield theft, including a DPS crime prevention unit and increased penalties, legislation supporting Texas's global leadership in LNG, refinements to Texas's business courts for quicker, more specialized resolution of commercial disputes, and incentives for research and development across Texas industries, including energy.There's so much to unpack, we couldn't fit everything into one episode! Be sure to listen to Part 1 released last month to learn more about produced water and well plugging efforts.

In this episode of Energy Newsbeat Daily Standup, Michael Tanner discusses China potentially challenging the U.S. dollar with the yuan, Russia's new Power of Siberia 2 pipeline to China, Germany's energy struggles amid its green transition, record U.S. LNG exports, OPEC's possible production increase, and ConocoPhillips' major workforce cuts—highlighting the shifting dynamics of global energy markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped03:46 - Russia Wins in China with New Pipeline06:13 - Germany Sees Bigger Role for Gas to Keep the Lights On08:41 - US Records Highest Ever LNG Exports in August11:22 - Markets Update12:51 - ConocoPhillips says it will cut workforce by 20-25%, shares fall13:24 - OutroLinks to articles discussed:China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedRussia Wins in China with New PipelineGermany Sees Bigger Role for Gas to Keep the Lights OnUS Records Highest Ever LNG Exports in August

On the phone-in: We have a conversation about women's sports in Canada. Our guests are Erin McLeod from the Halifax Tides and Ann Pegoraro, the Lang Chair in Sport Management. And off the top of the show, we hear about a meeting in Charlottetown about rental rules. And New Brunswick's minister of Natural Resources speaks about the idea of exporting LNG from Saint John, NB.

After a summer break, Peter and Jackie are back with their weekly podcast. This week, they catch up on the events and news headlines from the summer, including: Geoeconomics – recap examples where countries use economic tools to influence foreign affairs – as well as more moves towards state capitalism by the United States, where the government exercises more control over institutions and companies. Canadian oil patch M&A news. Updates regarding the federal government's Bill C-5 and its plans for advancing nation-building projects. Tariff negotiation tactics, including news that Canada is removing countervailing tariffs on the United States.  The United States is exerting more influence over the International Energy Agency (IEA), with the organization planning to reintroduce the Current Policies Scenario in the next World Energy Outlook to be released in the fall of 2025. Content referenced in this podcast: CTV, “Hodgeson ‘hopeful' first batch of major projects announcements to start in the fall” (August 20, 2025) Calgary Herald, “Varcoe: Carney has opened the door to Canadian LNG exports — one closed by Trudeau government, says Liberal natural resources minister” (August 27, 2025) The Vassy Kapelos Show, “I know there are buyers: Federal Energy Minister bullish on LNG as a nation-building project” (August 12, 2025) Oilprice.com, “Republicans Move to Cut U.S. Funding for the IEA” (July 24, 2025) E&ENEWS by Politico, “Trump team pushes for ouster of top IEA official” (August 7, 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

“I do not see imported liquified natural gas as a long-term solution for South Africa or even a base power solution. I see it as a, as a peaking and a balancing solution,” energy analysts Chris Yelland tells Peter Bruce in this edition of Podcasts from the Edge. But gas is all the rage. Minerals minister Gwede Mantashe wants to spend a fortune building new infrastructure and South Africa has built its urgent new trade proposals with Donald Trump around a huge new standing order for imported LNG. "Gas base supply is an option for South Africa. Base supply becomes an option when you've got significant indigenous gas resources where you drill a hole in the ground and natural gas comes out. You don't have to drill a hole in a foreign country, take out the gas, turn it into a liquid, transport it thousands of kilometres across the sea, convert it back into a gas, compress it, and pipe it to where it's needed.”

Former NT chief minister Adam Giles, says his decision in 2015 to lease the Darwin Port to the Chinese-owned Landbridge Group was a "fantastic decision" and he would "100 per cent do it again". NT Environment Protection Authority (NTEPA) says LNG tank near Darwin is leaking 'insignificant' amounts of methane.

Brent råolieUdsigten til et betydeligt olieoverskud og stigende olielagre har endnu ikke leveret et betydeligt olieprisfald. Risikopræmien omkring Rusland er en del af årsagen, men kinesiske opkøb til strategiske olielagre spiller ind. En fremadrettet risiko for et mindre end ventet fald i Brent. Vi venter endnu en Brent spot ned mod $55 i 2. kvartal 2026, hvorefter et comeback højere er sandsynlig.DieselDet er udsigt til et prisfald på diesel mod ultimo 2025 trukket af stigende olielagre i verden. Prisfaldet bliver dog ikke vedvarende, og derfor ser vi resten af 2025 som en attraktiv periode til at øge prissikringen af 2026, og hvis mulig også længere ud. Vi venter et fald i CAL26 til DKK 2,98 og for CAL27 til DKK 3,01, og de terminsniveauer markerer samtidig tidspunktet for at øge prissikringen.NaturgasApril måneds prisbund er igen udfordret. Vinterens risici gør, at vi ikke forventer et vedvarende prisbrud nedad men derimod en vinterpris nær €35. Benyt en normal prissikring af vinters gasforbrug. Efter vinteren tager det globale LNG-eksporteventyr til, og gaspriserne går lavere. Det betyder, at vi anbefaler en lavere end normal prissikring af det gasforbrug, som ligger efter vinteren 2025/2026.Læs hele analysen her.Vigtig investorinformation.

Pierre Poilievre Fact Checks Carney Trade ClaimsBecome a supporter of this podcast: https://www.spreaker.com/podcast/radio-baloney-the-richie-baloney-show--4036781/support.

We close out our Summer Playlist this week by welcoming Nobuo Tanaka, Executive Director Emeritus at the International Energy Agency, into the SmarterMarkets™ studio. David Greely sits down with Nobuo Tanaka to discuss how the energy trilemma of balancing energy security, affordability, and environmental sustainability is shaping the energy and geopolitical landscape facing Japan and Korea – and what it means for the future of LNG and nuclear power.

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down why model-based oil forecasts consistently miss the mark, highlighting Irina Slav's takedown of flawed IEA predictions. They dive into Fed Chair Powell's Jackson Hole speech and its implications for oil and gas capital markets, LNG export-driven shale growth, the myth of peak Permian, and ERCOT's $14B clean energy project cancellations. From misguided net-zero assumptions to underreported system costs in renewables, this episode covers the real data behind energy trends and what investors should really be watching.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:40 - Surging US LNG Exports Fuel Growth in US Shale08:13 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?10:43 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark18:13 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShaleERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsWhy Model-Based Oil Forecasts Keep Missing the Mark

Precious metals surge while generalists stay on the sidelines, copper sets up for a supply crunch, and oil investors await a “table-pounding” buy opportunity.   This KE Report Weekend Show dives into the dual bull markets in precious and industrial metals with Rick Rule, and the near-term downside but long-term upside in oil and gas with Joseph Schachter. From gold's re-rating to Canadian energy yields, the insights are packed with actionable takeaways for active resource investors.   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! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Segment 1 & 2 - Rick Rule, founder of Rule Investment Media and Battle Bank, discusses the dual nature of today's commodities bull market - precious metals driven by fears over U.S. dollar purchasing power and broader commodities challenged by underinvestment and economic risk - along with insights on gold producers, silver opportunities, copper outlook, and the role of M&A and prospect generators in the sector. Click here to visit the Rule Investment Media website and have Rick grade your portfolio.  Segment 3 & 4 - Joseph Schachter, founder and editor of the Schachter Energy Report and writer of the Eye on Energy Substack, shares his outlook for oil and natural gas - calling for near-term weakness below $60 as a “table-pounding buy” opportunity, a rebound toward $75–80 into winter, and longer-term multi-bagger potential in Canadian energy equities as LNG growth, infrastructure, and global demand drive the next upcycle. Click here to learn more about The Schachter Energy Report and Josef's upcoming conference on October 18th.  

In this episode of the Inside the Markets series from GMS Podcasts, we focus on India – the anchor of South Asia's ship recycling industry and home to the world's largest cluster of Hong Kong Convention–compliant yards. Despite sanctions, tariffs, and global trade headwinds, India continues to attract complex tonnage, including LNG carriers and tankers, while providing owners with predictable, compliance-driven recycling solutions. Jamie Dalzell, Head of the GMS Singapore Office, speaks with Kiran Thorat, Head of the GMS India Office, about how Alang's recyclers are navigating shifting prices, U.S. tariffs, sanctions risk, and growing international scrutiny while still maintaining India's leadership in global ship recycling. The discussion covers: Current pricing spreads across India, Pakistan, and Bangladesh, with Pakistan leading but India offering stability How compliance and HKC-certified yards keep India attractive to international shipowners The rise of LNG and tanker recycling in Alang, and how India manages complex vessels safely The impact of U.S. tariffs, sanctions, and Chinese steel exports on India's market and plate prices Regional outlook: Bangladesh's flat market, Pakistan's comeback, and India's compliance advantage Flash Forecast: Most likely ship types, destination choices, and biggest risks heading into Q4 From LNG carriers to overaged tankers, Kiran shares frontline insight into how India is balancing opportunity and risk in today's volatile market. Follow GMS Podcasts for market intelligence and regional updates from our country heads in Asia, the Middle East, and Europe. Subscribe to the GMS Podcasts and follow GMS on LinkedIn for future updates and discussions.  

An Ontario truck driver who allegedly blew a stop sign and killed a mother and her eight-year-old daughter in Manitoba was arrested at a Toronto airport after evading authorities for months. Prime Minister Mark Carney is changing the Liberal government's tune on selling LNG to Europe, after his predecessor claimed there was no business case for it. Canadians are investing more capital in American stocks than they have in decades, despite the ongoing trade tensions with the U.S.Tune into The Daily Brief with Isaac Lamoureux and Alex Zoltan! Learn more about your ad choices. Visit megaphone.fm/adchoices

Hotel Pacifico was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as FortisBC.

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Jerome Powell's latest Fed comments and what they mean for oil and gas investors. They explore the continued surge in U.S. LNG exports, shifting gas dynamics in the Permian, and how natural gas is reshaping investment strategies. The team also discusses the ripple effects of Trump's sanctions on India and the potential threat to the U.S. dollar. Plus, they cover ERCOT's record-breaking project cancellations, a major federal halt to Ørsted's Rhode Island wind farm, and a closer look at the rumored Crescent-Vital Energy merger.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:51 - Surging US LNG Exports Fuel Growth in US Shale08:23 - President Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction19:16 - Markets Update20:53 - US Rig Count Falls as Drillers Play it Safe21:11 - Frac Count Update21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say25:04 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShalePresident Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a BoomerangERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?US Orders Ørsted to Halt Rhode Island Wind Farm ConstructionUS Rig Count Falls as Drillers Play it SafeCrescent Energy nears deal for US shale peer Vital Energy, sources say

In this Week 34 edition of the GMS Weekly Podcast, we cover the latest developments in the global ship recycling markets, with updates from India, Pakistan, Bangladesh, and Turkey. This week's theme, Method to the Madness, highlights frustrating conditions, softer pricing, and uneven buyer activity across the sub-continent. Global Overview: Oil edged up 0.2% to USD 63 per barrel as Ukraine conflict pressures continued. The Baltic Dry Index rose 2.7%, with gains across capes, panamaxes, and smaller segments. Supply of recycling candidates remains limited despite recent LNG and tanker arrivals. Prices have cooled and are holding at lower post-HKC levels. Bangladesh: Market flat with no new arrivals or deliveries reported. Demand for smaller LDT units is absent, while only select large capes draw interest. Recycled steel continues to stockpile as mills import cheaper raw material. The Taka weakened to 121.65 against the dollar. Economic and political uncertainty persists, keeping buyers away. India: Alang remains the busiest and most reliable recycling destination despite sanctions and tariff pressure. About 140,000 LDT currently at anchorage or delivered, including another LNG and tanker. Steel prices improved slightly to USD 436 per ton; the Rupee firmed to 87.33. Concerns remain about Chinese steel imports undercutting domestic values. Pakistan: Still offering the highest prices in the region at USD 622 per ton. Market activity is muted with limited arrivals and few workable candidates. Yards with DASRs are holding back for larger vessels. The Rupee strengthened to 283.15, but inflation and investor outflows add risk. Pakistan remains the best-priced location for quick deals if supply improves. Turkey: The Lira slipped again to 40.91, briefly above 41. Government imposed a ban on direct vessel calls to and from Israel, cutting supply potential. Inflation is easing, but Aliaga's yards remain without new arrivals. The GMS Weekly is the trusted source for ship demolition pricing, steel plate trends, HKC compliance, and port-by-port market activity across the Indian subcontinent.   Subscribe to the full GMS Weekly for complete demo pricing, delivery schedules, and tonnage intelligence: https://www.gmsinc.net/get-in-touch?#SubscribeToGMS GMS Mobile App & Social Links: GMS Mobile App: https://onelink.to/gms-app LinkedIn: https://www.linkedin.com/company/gms-leadership X (Twitter): https://x.com/GMS_Leadership Instagram: https://www.instagram.com/gms_leadership Facebook: https://www.facebook.com/gmsleadership/

Market rotation broadens beyond big tech, gold equities attract generalist capital, and energy stocks set up for future revaluations. This weekend's KE Report brings two perspectives - Mike Larson of MoneyShow breaks down equity rotation, Fed uncertainty, and precious metals momentum, while Dan Steffens of Energy Prospectus Group highlights natural gas fundamentals, oil market geopolitics, and M&A-driven opportunities in energy equities. 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! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.   Segment 1 & 2 - Mike Larson, Editor-in-Chief at Money Show, joins to discuss the current market rotation out of hot tech and AI stocks into more defensive sectors, the Fed's upcoming rate decision, and the mixed economic data shaping sentiment. He also shares his bullish outlook on gold and mining equities, cautious but constructive views on copper and energy, the long-term promise of LNG and nuclear, Ethereum's relative strength versus Bitcoin, and why the U.S. dollar looks structurally weak compared to commodities and foreign equities. Click here to find out about the upcoming MoneyShow conferences.   Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, discusses the continued weakness in natural gas due to high storage levels and mild weather, the political and geopolitical pressures keeping oil prices rangebound, and why he remains bullish long-term given LNG export growth, AI-driven electricity demand, and infrastructure constraints, while also highlighting opportunities in companies like Inplay Oil, Riley Exploration Permian, and Viper Energy following transformative acquisitions. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis  

NGI's Jamison Cocklin, managing editor of LNG, is joined by LNG Allies CEO Fred Hutchison for a wide-ranging conversation to discuss the historic buildout of natural gas export infrastructure along the Gulf Coast.   Fifteen export terminals are operating, being commissioned or are under construction. Several more are close to moving ahead. What's driving the momentum? Will more projects be sanctioned soon? How is the industry navigating tariffs, and how is all the growth likely to impact U.S. natural gas prices? Cocklin and Hutchison answer these questions and touch on other themes shaping the direction of the industry.

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we extend our “Obliterating Peak Oil Demand” series to take on other mainstream macro narratives with a focus on natural gas. We have to admit, it did not even cross our mind that the outlook for global gas demand was anything other than continued growth for the foreseeable future. In fact, there are a number of high-profile macro forecasters projecting a permanent peak in global natural gas demand by as soon as 2030 and in some cases the mid-2030s. This, in our view, is pure insanity. We will take the over, and in fact the way over, that global natural gas demand will grow for many, many decades into the future.Perhaps we were lulled into a false sense of presumed natural gas growth optimism based on what we think is a broad-based acceptance of US natural gas growth due to LNG export expansion and now AI-driven power demand growth. But we are realizing that a positive view of US growth is not necessarily extending to a positive view on global natural gas growth for some of the major macro forecasting agencies.The final topic we discuss this week is a warning to ignore energy macro forecasters that merely tweak prior "transition" assumptions by pushing them slightly out in time. It was an article in the Financial Times this past week that caught our attention on this front and we would strongly encourage energy executives, investors, and board members to simply ignore and pushback on energy macro outlooks that are not grounded in energy's natural hierarchy of needs, which acknowledges that energy availability and reliability is all everyone everywhere cares about. Macro forecasts that prioritize counting carbon should not be the basis for how to think about capital allocation.Before we dig in, two reminders. If you are listening to this on Spotify or Apple Podcasts, there is a corresponding video you can find on YouTube (here), Substack (here), or Veriten's website (here). And second, this will be our final Super-Spiked of the summer. We will return after Labor Day.Exhibit 1: We do not agree with energy macro forecasting groups that are calling for a peak in global gas demand by 2030 or 2035Source: Energy Institute, IEA, OPEC, Veriten.Exhibit 2: We do not agree with the projected sharp slowdown in global gas consumption growth made by some leading energy macro forecastersSource: Energy Institute, IEA, OPEC, Veriten.Peak natural gas even more non-sensical than oil* The idea that global natural gas demand will peak, or even slow, by 2030 is even more far-fetched than the oil debate.* Global power demand expected to grow at a healthy clip.* 24x7x365 requirement supports base-load natural gas, coal, nuclear.* Geothermal, while worth studying, is still unproven at scale; hydro is niche.* Solar + batteries will grow in areas with high solar radiation. Wind is also location specific.* Natural gas does need to compete on overall price/cost economics with alternatives.* Access to capital matters in natural gas, which lacks the mega caps seen in the oil value chain.Don't fall for “delayed transition” narratives* There is now broad-based recognition that the “easy energy transition”” is a bad joke that has adverse societal consequences.* Our Obliterating Peak Oil Demand series, which we have extended to coal and natural gas, illustrates the absurdity.* The mindset that everyone deserves to be energy rich is gaining in acceptance.* What to watch: (1) With upcoming high profile energy outlooks, watch for “delayed transition” language, which is a cop out. (2) If you are a corporate executive, board member, or investor, don't fall for it in making capital allocation decisions.Exhibit 3: Don't fall for “delayed transition” narrativesSource: Financial Times.⚡️ On A Personal Note: Summer Reading List

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into Germany's proposed “sun tax” and the fallout from shutting down stable power sources like nuclear and coal. The UK ramps up net-zero efforts with a 78% tax on North Sea oil profits, pressuring firms like BP to consider exiting. In the U.S., the outdated Jones Act throttles LNG export capacity. Meanwhile, renewable giants like Orsted and TPI Composites face financial collapse, prompting a return to fossil fuels. NextDecade secures $1.8B for LNG infrastructure, and New Jersey's soaring electric bills expose the hidden costs of net-zero policies.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:36 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production04:47 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports11:34 - The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?15:57 - NextDecade Gets $1.8 Billion Injection for LNG Project18:04 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons21:01 - OutroLinks to articles discussed:Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?NextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons

In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation.Recorded: 12 August 2025What You'll Learn in This Episode:Why AI is driving a global energy crunch — and what policymakers and investors are missing.The investment case for Quanta Services (NYSE: PWR) – the grid-modernising compounder wiring up hyperscale data centres.Why Fluor Corporation (NYSE: FLR) is a high-risk, high-reward play on LNG expansion and the nuclear renaissance.Candice's bullish pair trade: Vertiv Holdings (NYSE: VRT) + Equinix (NASDAQ: EQIX) – how to combine “picks & shovels” hardware with prime AI-data-centre real estate.The Energy Infrastructure Opportunity Map – from LNG leaders to uranium miners – and how they fit into the AI and electrification megatrend.Key Themes & Insights:Global electricity demand jumped 4% in 2024, outpacing total energy demand growth.Renewables are growing fast – but fossil fuels still supply 60% of new demand as AI, EVs, and electrification drive consumption higher.Why gas, LNG, and nuclear are seeing renewed momentum in policy and capital markets.How to position your portfolio for double-digit potential upside from the AI-energy convergence.Whether you're looking for steady compounders or cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025.Perfect for: Investors, traders, and anyone curious about the intersection of AI, energy, and infrastructure – and how to profit from it.Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Na jaren van van een gebrek aan beursgangen, gaat het over een paar weken gebeuren. Na de zomer komen er bedrijven naar de beurs. Dat verwachten ze bij Goldman Sachs. Alle groenen staan op sein in Europa, zeggen ze tegen het FD. Wij kijken deze aflevering wat dat voor jou als belegger betekent. Wat voor bedrijven komen er dan naar de Amsterdamse beurs bijvoorbeeld? En zijn dat ook aandelen die je moet hebben?Hebben we het ook over een mogelijke beursgang van webbrowser Chrome. Geen idee of dat gaat gebeuren, maar wél dat er ineens enorme interesse in het onderdeel van Google is. Een startup biedt 35 miljard dollar. Een ander (naar verluidt) 50 miljard. Wanneer gaat Google overstag?Over afscheid nemen gesproken: het was bekend dat president Trump af wil van Fed-baas Jerome Powell. Maar nu blijkt ook dat er een heel elftal aan mogelijke vervangers is. We bespreken de namen en wat je er van kan verwachten.Ook kan je verwachten dat dit in de uitzending zit: De Japanse beurs tikt een record aan, net als Amerikaanse indices. Is dat terecht? Trump wil dat Goldman Sachs z'n hoofdeconoom ontslaat Shell lijdt een pijnlijke nederlaag En China krijgt gelijk. Er zitten trackers in Amerikaanse chips... See omnystudio.com/listener for privacy information.

In this episode of the Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley discuss the growing failures of net zero policies as renewables like wind, solar, and hydrogen struggle financially and rely heavily on subsidies. Meanwhile, oil and gas investments are rebounding, with major companies cutting renewable budgets and boosting fossil fuel projects like LNG. They highlight geopolitical tensions, especially Trump's tariffs on India over Russian oil, and preview the upcoming Trump-Putin meeting as a key market driver. The episode also covers rising energy costs in New Jersey due to policy failures, strong Q2 earnings in oil and gas, and promising acquisitions and projects shaping the sector's near future.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas?04:37 - A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug Sheridan06:35 - Trump's Tariff Gambit Puts India in an Oil Price Bind09:12 - NextDecade Gets $1.8 Billion Injection for LNG Project11:30 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons16:38 - Markets Update19:09 - BKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal20:52 - Earnings Overview22:40 - OutroLinks to articles discussed:The Global Struggle to Meet Renewable Energy Goals - is this a shift back to oil and gas?A slower transition to “clean energy” sets the stage for stronger demand for fossil fuels for decades. – Doug SheridanTrump's Tariff Gambit Puts India in an Oil Price BindNextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost ComparisonsBKV Corporation Reports Second Quarter 2025 Financial and Operational Results, Updated 2025 Guidance, Strategic Barnett Shale Acquisition, and Carbon Sequestered Gas Deal

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the latest energy policy battles, starting with Germany's controversial "sun tax" as part of its net-zero push, and the UK's bold move to restrict North Sea oil production. We also explore the challenges posed by the Jones Act on U.S. LNG exports, with outdated regulations stalling progress. On the nuclear front, the U.S. sees potential for a nuclear renaissance with new uranium enrichment projects, though regulatory hurdles remain. Finally, we discuss the geopolitical implications of a possible Trump-Putin meeting and its potential impact on global energy trade and sanctions. Tune in for insights on how these developments shape the future of energy.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:39 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production4:56 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports09:47 - New Uranium Plant in Kentucky is Just the Start15:27 - Markets Update17:59 - Oil and Gas Rigs Still Near 3-Year Low and We Need More Online18:32 - Frac Count Update18:50 - Earnings Update22:24 - OutroLinks to articles discussed:Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG ExportsNew Uranium Plant in Kentucky is Just the StartOil and Gas Rigs Still Near 3-Year Low and We Need More Online

[깊이 있는 경제뉴스] 1) 현대차·GM 신차 공동개발… 연간 80만대 생산 목표 2) 정상회담 앞두고 알래스카 LNG 관심 3) 한미 관세협상서 국방비 증액 논의 나왔다 4) 美 "WTO 시대 끝났다.. 이제는 턴베리 체제" 5) 미국 진출한 러킨 커피, 스타벅스와 정면승부 - 정지서 연합인포맥스 기자 - 조미현 한국경제신문 기자 [친절한 경제] 일본·홍콩 주식은 왜 100주씩 묶어 파나요? - 청취자 고성민 씨

Audio Siar Keluar Sekejap Episod 166 dibuka dengan promosi Ombak Festival 2025 di Desaru Coast pada 12–14 September. KJ dan Shahril bersama tetamu Karina Ridzuan (CEO Interim DRH) membincangkan pelancongan berasaskan pengalaman, potensi Desaru sebagai destinasi serantau, barisan artis antarabangsa dan ASEAN, aktiviti keluarga, tawaran gastronomi, serta usaha memastikan manfaat ekonomi turut dinikmati komuniti setempat.Segmen antarabangsa mengulas perkembangan di Gaza susulan pengumuman Perancis, UK dan Kanada untuk mengiktiraf Palestin. KS membincangkan perubahan pendirian blok Barat akibat tekanan awam dan liputan krisis kemanusiaan, namun mempersoalkan sama ada langkah ini mampu mengubah pendirian Israel. Analisis turut menyentuh risiko Israel mempercepat pengusiran rakyat Palestin dan kepentingan memanfaatkan momentum sokongan global.Segmen ekonomi memberi tumpuan kepada rundingan tarif Malaysia–AS di era Trump, termasuk penurunan tarif daripada 25% ke 19%, pembelian tambahan pesawat Boeing oleh Malaysia Aviation Group, komitmen besar Petronas membeli LNG dari AS, pelaburan RM70 bilion di AS, serta risiko tarif 100% terhadap semikonduktor. Episod ini menilai sama ada konsesi yang diberi setimpal dengan manfaat diterima dan potensi kesan terhadap eksport negara. Episod ditutup dengan perbincangan kontroversi Rakan KKM bersama Azrul Mohd Khalib, Ketua Pegawai Eksekutif Galen Centre for Health and Social Policy. Skim ini membolehkan pesakit membayar untuk mempercepat prosedur elektif di hospital awam, namun dikritik kerana berpotensi mewujudkan sistem dua lapis, menambah beban petugas, dan menjejaskan prinsip kesaksamaan kesihatan awam.Ingin jenama anda dikenali oleh ribuan pendengar?Taja episod Keluar Sekejap 2025!Hubungi +6011-1919 1783 atau emel ke commercial@ksmedia.my.

Rev LNG has evolved from a single-truck operation in 2011 to a leading supplier of LNG, CNG, and RNG in the U.S., adapting to the cyclical LNG industry and expanding its domestic small-scale LNG operations and renewable natural gas projects. The marine industry is increasingly adopting LNG as a cleaner … The post Looking what's ahead for LNG, CNG, and RNG appeared first on eRENEWABLE.

Synopsis: Two decades after Hurricane Katrina ravaged Louisiana, the state is now facing a new kind of storm: the rapid expansion of liquified natural gas facilities that are displacing residents and polluting minority communities.This show is made possible by you! To become a sustaining member go to LauraFlanders.org/donateDescription: Hurricane Katrina was one of the deadliest hurricanes ever to strike the United States, killing 1,833 people, displacing hundreds of thousands more and causing more than $100 billion in damage. Louisianans wanted change and climate action, but 20 years on, a state ravaged by climate disasters is now ground zero for a whole new kind of storm: liquified natural gas facilities. The Trump administration okayed several new LNG plants on the Gulf this year, but residents are still picking up the pieces after the first LNG plants entered their neighborhood under Democratic administrations. In this episode, Laura speaks to Louisianans whose lives have been turned upside down by the expansion of LNG exports, and an expert who says minority communities benefit little from the jobs in the petrochemical facilities that surround them, yet suffer disproportionate pollution effects. Their message? Climate refugees exist in the U.S., and there will be more: “Wake up, open your eyes!”“[I'm a] climate refugee, more than once . . . I'm no scientist, but I'm more of an expert than the experts. Living it's a whole different ball game.” - Travis Dardar“[Companies] demand big tax incentives to come here . . . We are last in transportation, last in healthcare, last in education . . . We're almost last in every measurable area because we give tax breaks to the big oil companies and petrochemical companies.” - General Russel L. Honoré“Donald Trump doesn't live next to an oil refinery and he never will.” - Kimberly TerrellGuests:•  Travis Dardar: Commercial Fisherman; Founder, Fishermen Interested In Saving our Heritage (FISH)•  General Russel L. Honoré: Decorated 37-Year Army Veteran; Commander, Joint Task Force Katrina; Founder, GreenARMY•  Kimberly Terrell: Visiting Scientist, Center for Applied Environmental Science (CAES); Former Research Scientist & Director, Community Engagement, Tulane Environmental Law ClinicAdditional Crew: for this special report includes Dan T. Peters of Dan T. Peters Media and Calvin Blue Jr..  Special Thanks:  Gina Kim and Anne RolfesMusic credits: Jagged and Thrum of Soil by Blue Dot Sessions and original sound design by Jeannie Hopper Watch the episode released on YouTube August 1st, 5pm ET; PBS World Channel August 3rd, and on over 300 public stations across the country (check your listings, or search here via zipcode). Listen: Episode airing on community radio (check here to see if your station airs the show) & available as a podcast August 6th.Full Episode Notes are located HERE.-Related Podcast:  Uncut Conversation with General Russel L. Honoré: Decorated 37-Year Army Veteran; Commander, Joint Task Force Katrina; Founder, GreenARMY RESOURCES:Related Laura Flanders Show Episodes:•  Colette Pichon Battle on Climate Justice Reparations- Watch / Listen:  Episode, Full Conversation•  BIPOC Media Answers the Call: Community Action After Hurricane Helene- Watch / Listen:  Episode, Full Conversation•  Before the Ground Runs Dry: BIPOC Media on the US Water Crisis: Watch / Listen:  EpisodeRelated Articles and Resources:•  Fishfolk are on the frontlines of the gas export boom, Venture Global's Calcasieu Pass 2, or CP2, threatens the way of life on Louisiana's Gulf Coast, January 25, 2025, Southern Environmental Law Center•  The Biden Administration's Next Big Climate Decision.  The liquefied-natural-gas-buildout-and fossil-fuel exports-challenge progress on global warming.  September 22, 2023,  By Bill McKibben, October 31, 2023, The New Yorker•  Pervasive racial and ethnic disparities in the U.S. petrochemical workforce, by Kimberly Terrell, Gianna St. Julien, Michael Ash, September 2025 Science Direct Laura Flanders and Friends Crew: Laura Flanders, along with Sabrina Artel, Jeremiah Cothren, Veronica Delgado, Janet Hernandez, Jeannie Hopper, Gina Kim, Sarah Miller, Nat Needham, David Neuman, and Rory O'Conner. FOLLOW Laura Flanders and FriendsInstagram: https://www.instagram.com/lauraflandersandfriends/Blueky: https://bsky.app/profile/lfandfriends.bsky.socialFacebook: https://www.facebook.com/LauraFlandersAndFriends/Tiktok: https://www.tiktok.com/@lauraflandersandfriendsYouTube: https://www.youtube.com/channel/UCFLRxVeYcB1H7DbuYZQG-lgLinkedin: https://www.linkedin.com/company/lauraflandersandfriendsPatreon: https://www.patreon.com/lauraflandersandfriendsACCESSIBILITY - The broadcast edition of this episode is available with closed captioned by clicking here for our YouTube Channel

Is the U.S. preparing to put nuclear energy on the moon? Pags breaks down a wild new proposal from Secretary Sean Duffy and dives deep into the real energy conversation with Daniel Turner, founder of Power the Future—a leading voice on American energy independence. Turner exposes surprising truths about carbon levels today vs the dinosaur era, outlines the new LNG trade deal with the EU, and explains why the Green Agenda is putting America at risk. From nuclear power to natural gas, this interview covers the future of energy like you've never heard before. Learn more about your ad choices. Visit megaphone.fm/adchoices

Synopsis:  In an unflinching interview from the upcoming “Louisiana Survived Katrina. Will it Survive the Petrochemical Industry?” podcast special, veteran Lt. Gen. Russel Honoré confronts corporate corruption and calls out systemic failures threatening public health in his home state.This show is made possible by you! To become a sustaining member go to LauraFlanders.org/donateFull Conversation Release: While our weekly shows are edited to time for broadcast on Public TV and community radio, we offer to our members and podcast subscribers the full uncut conversation. These audio exclusives are made possible thanks to our member supporters.Description: While our weekly Laura Flanders & Friends shows are edited to time for broadcast on Public TV and community radio, we offer to our members and podcast subscribers the full uncut conversation. The following is an extended interview from our upcoming podcast special “Louisiana Survived Katrina. Will it Survive the Petrochemical Industry? — that takes a deeper dive into the stories of the frontline communities fighting back.We speak with General Russel Honoré, the retired Lieutenant General who led the federal response to Katrina and now heads the GreenArmy, a grassroots environmental alliance.Since the Trump administration returned to office in 2025, a surge of federally approved LNG export plants has swept across Louisiana's coast. Honoré warns these developments are accelerating land loss, worsening hurricane impacts, and deepening the crisis for communities already facing climate displacement. Many have been forced to move multiple times as storms intensify, floodwaters rise, and petrochemical pollution endangers public health—especially in Black, Indigenous, and working-class areas.In this urgent and unfiltered interview, General Honoré speaks out about government capture, corporate corruption, and the growing disconnect between environmental policy and public survival. For him, real resilience means challenging the industries and institutions that continue to put profit ahead of people.GUEST:  General Russel L. Honoré: Decorated 37-Year Army Veteran; Commander, Joint Task Force Katrina; Founder, GreenARMY Watch the episode released on YouTube August 1st, 5pm ET; PBS World Channel August 3rd, and on over 300 public stations across the country (check your listings, or search here via zipcode). Listen: Episode airing on community radio (check here to see if your station airs the show) & available as a podcast August 6th.Full Episode Notes are located HERE. RESOURCES:Related Laura Flanders Show Episodes:•  Colette Pichon Battle on Climate Justice Reparations- Watch / Listen:  Episode, Full Conversation•  BIPOC Media Answers the Call: Community Action After Hurricane Helene- Watch / Listen:  Episode, Full Conversation•  Before the Ground Runs Dry: BIPOC Media on the US Water Crisis: Watch / Listen:  EpisodeRelated Articles and Resources:•  Fishfolk are on the frontlines of the gas export boom, Venture Global's Calcasieu Pass 2, or CP2, threatens the way of life on Louisiana's Gulf Coast, January 25, 2025, Southern Environmental Law Center•  The Biden Administration's Next Big Climate Decision.  The liquefied-natural-gas-buildout-and fossil-fuel exports-challenge progress on global warming.  September 22, 2023,  By Bill McKibben, October 31, 2023, The New Yorker•  Pervasive racial and ethnic disparities in the U.S. petrochemical workforce, by Kimberly Terrell, Gianna St. Julien, Michael Ash, September 2025 Science Direct Laura Flanders and Friends Crew: Laura Flanders, along with Sabrina Artel, Jeremiah Cothren, Veronica Delgado, Janet Hernandez, Jeannie Hopper, Gina Kim, Sarah Miller, Nat Needham, David Neuman, and Rory O'Conner. FOLLOW Laura Flanders and FriendsInstagram: https://www.instagram.com/lauraflandersandfriends/Blueky: https://bsky.app/profile/lfandfriends.bsky.socialFacebook: https://www.facebook.com/LauraFlandersAndFriends/Tiktok: https://www.tiktok.com/@lauraflandersandfriendsYouTube: https://www.youtube.com/channel/UCFLRxVeYcB1H7DbuYZQG-lgLinkedin: https://www.linkedin.com/company/lauraflandersandfriendsPatreon: https://www.patreon.com/lauraflandersandfriendsACCESSIBILITY - The broadcast edition of this episode is available with closed captioned by clicking here for our YouTube Channel

Across these two fiery transcripts, the narrative unfolds of a dramatic economic turnaround under Donald Trump's leadership—defying dire media forecasts of "Tariffageddon." The commentary begins with the European Union folding under pressure, agreeing to buy $750 billion in U.S. goods, including LNG and agriculture, after tariffs force their hand. Then, the focus shifts to the aftermath: a 3% GDP rebound, record-breaking exports, and stunned financial pundits proven wrong. With biting criticism of Federal Reserve Chair Jerome Powell and corporate media, the speaker champions Trump's “commercial diplomacy” as the catalyst for restoring American strength at home and abroad.

In this fiery “Kim on a Whim,” Kim and Marc take aim at the hysterical reaction from the left over Trump's tariff wins, blasting phony political stunts like a staged Reno coffee receipt meant to paint tariffs as a tax on Americans. They praise Bill Maher for admitting he was wrong about the economy tanking and call out Chuck Schumer's blatant dishonesty in claiming Trump's EU deal is fake. The duo breaks down how Trump's fair-trade reset is opening foreign markets to American goods like bourbon and LNG, bringing in billions in new revenue. While Schumer cries “tax hike,” Marc and Kim expose how these policies flip the script—making foreign nations pay their fair share instead of American workers.

Our Head of ASEAN Research Nick Lord discusses how Singapore's technological innovation and market influence are putting it on track to continue rising among the world's richest countries.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Nick Lord, Morgan Stanley's Head of ASEAN Research.Today – Singapore is about to celebrate its 60th year of independence. And it's about to enter its most transformative decade yet.It's Monday, the 28th of July, at 2 PM in Singapore.Singapore isn't just marking a significant birthday on August 9th. It's entering a new era of wealth creation that could nearly double household assets in just five years. That's right—we're projecting household net assets in the city state will grow from $2.3 trillion today to $4 trillion by 2030.So, what's driving this next chapter?Well, Singapore is evolving from a safe harbor for global capital into a strategic engine of innovation and influence driven by three major forces. First, the country's growing role as a global hub. Second, its early and aggressive adoption of new technologies. And last but not least, a bold set of reforms aimed at revitalizing its equity markets.Together, these pillars are setting the stage for broad-based wealth creation—and investors are taking notice.Singapore is home to just 6 million people, but it's already the fourth-richest country in the world on a per capita basis. And it's not stopping there.By 2030, we expect the average household net worth to rise from $1.6 million to an impressive $2.5 million. Assets under management should jump from $4 trillion to $7 trillion. And the MSCI Singapore Index could gain 10 percent annually, potentially doubling in value over the next five years. Return on equity for Singaporean companies is also set to rise—from 12 percent to 14 percent—thanks to productivity gains, market reforms, and stronger shareholder returns.But let me come back to this first pillar of Singapore's growth story. Its ambition to become a hub of hubs. It's already a major player in finance, trade, and transportation, Singapore is now doubling down on its strengths.In commodities, it handles 20 percent of the world's energy and metals trading—and it could become a future hub for LNG and carbon trading. Elsewhere, in financial services, Singapore's also the third largest cross-border wealth booking centre, and the third-largest FX trading hub globally. Tourism is also a key piece of the puzzle, contributing about 4 percent to GDP. The country continues to invest in world-class infrastructure, events, and attractions keeping the visitors—and their dollars—coming.As for technology – the second key pillar of growth – Singapore is going all in. It's becoming a regional hub for data and AI, with Malaysia and Japan also in the mix. Together, these countries are expected to attract the lion's share of the $100 billion in Asia's data center and GenAI investments this decade.Worth noting – Singapore is already a top-10 AI market globally, with over 1,000 startups, 80 research facilities, and 150 R&D teams. It's also a regional leader in autonomous vehicles, with 13 AVs currently approved for public road trials. And robots are already working at Singapore's Changi Airport.Finally, despite its economic strength, Singapore's stock market had long been seen as sleepy — dominated by a few big banks and real estate firms. But that's changing fast and becoming the third pillar of Singapore's remarkable growth story.This year, the government rolled out a sweeping set of reforms to breathe new life into the market. That includes tax incentives, regulatory streamlining, and a $4 billion capital injection from the Monetary Authority of Singapore to boost liquidity—especially for small- and mid-cap stocks.We also expect that there will be a push to get listed companies more engaged with shareholders, encouraging them to communicate their business plans and value propositions more clearly. The goal here is to raise Singapore's price-to-book ratio from 1.7x to 2.3x—putting it on a par with higher-rated markets like Taiwan and Australia.So, what does all this mean for investors?Well, Singapore is not just celebrating its past—it's building its future. With smart policy, bold innovation, and a clear vision, it's positioning itself as one of the most dynamic and investable markets in the world.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine were part of the original Energy Gang, the very show that inspired us to create our own.We had a rich, two-part conversation. The first part revisited the Spanish blackouts, a topic we had already explored in Episode 185. The second part delved into Europe's energy security and the evolving dynamic between “Petrostates” and “Electrostates”—the main focus of this episode.Twenty years ago, Europe and the U.S. shared a broadly aligned energy landscape. But the rise of American energy dominance has since driven a wedge between the two, contributing to today's political fractures across the Atlantic.Together, the five of us explored the implications of this growing misalignment—and where we might go from here. It was a passionate and thought-provoking discussion.

Trucking and logistics company Forward Air is on the verge of a potential acquisition⁠, with several private equity firms, including Clearlake Capital and Apollo Global Management, submitting bids, causing its shares to surge 10%. This interest follows intense pressure from activist investors after the company's heavily contested merger with Omni Logistics, which shareholders criticized for its structure and the large debt burden it placed on Forward. In maritime news, ⁠a historic order has been placed for a new liquefied natural gas (LNG) vessel to be built at a Philadelphia shipyard⁠, marking the first of its kind in the U.S. in nearly 50 years. This joint-build project by Hanwha Ocean and Hanwha Philly Shipyard aims to comply with new rules proposed by the United States Trade Representative, which are designed to counter China's dominance in shipping and shipbuilding by requiring a percentage of U.S. LNG exports to be transported on U.S.-flagged and crewed vessels. On the railroad front, ⁠CSX reported a decline in its second-quarter profits, with operating income falling 11% and revenue decreasing 3%⁠. Despite these financial setbacks, executives expressed encouragement regarding the railroad's operational recovery during the quarter, highlighting improvements in on-time performance. CSX anticipates overall volume growth for the year, driven by numerous industrial development projects becoming operational and the ongoing conversion of freight from highway to intermodal transport. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Other Side of the Story with Tom Harris and Todd Royal – We explore everything from the evolution of Texas as an energy superpower to the national implications of U.S. LNG exports, nuclear energy's growing role, and the political and economic forces reshaping how America powers itself. Whether you're a seasoned energy investor, policy watcher, or just trying to make sense of the headlines...