Podcasts about lng

In this episode of the Pipeliners Podcast, host Russel Treat speaks with U.S. Representative Randy Weber of Texas about his background, the energy profile of his district, and his motivation for co-sponsoring the Next Generation Pipeline Research and Development Act. Their conversation explores the strategic importance of energy infrastructure on the Gulf Coast, the evolving needs of the pipeline industry, and how bipartisan efforts in Congress are addressing modernization, safety, and emerging energy technologies. This episode offers a unique window into the intersection of policy, infrastructure, and energy leadership from a Congressional perspective. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions. 

Brent råolieMed våbenhvile i Mellemøsten, og terrorens hovedsponsor Iran uden alvorlige pressionsmuligheder, er de høje risikopræmier igen væk, som forventet. Fokus returnerer nu til fundamentalerne, hvor konsensus og vi forventer et olieoverskud langt ind i 2026. Vi venter en sommerpris for Brent omkring $62,5, og derefter vigende mod $55 i 2. kvartal 2026.DieselRaffineringsprisen for diesel er ikke fuldt normaliseret efter ny ro i Mellemøsten i vores øjne. Vi venter dog, at fundamentalerne igen tager langt mere over, og det betyder fokus på udsigten til rigelig mængder olie og et nedadgående prispres på diesel. Vi anbefaler en normal prissikring for resten af 2025, og for 2026-forbruget anbefaler vi at udnytte sensommerens ventede lavere priser til at øge prissikringen.NaturgasHøje risikopræmier er igen væk – helt som ventet. EU's justerede obligatoriske gasregler er på plads, og det vil hjælpe vinterens lageropfyldning, og så fortsætter den meget højere import af LNG fra USA. Det ser meget forbrugervenligt ud mod næste vinter og fremefter. Vi har sænket prognosen til €25 fra €30 for 2. kvartal 2026. Vi anbefaler en normal prissikring af næste vinters gasforbrug, og afvent derefter. Læs hele analysen her.Vigtig investorinformation

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Europe is trouble, with event in Iran they are now seeing they are vulnerable in regards to LNG. Inflation ticked up .2%, this is not inflation this is a fluctuation. The inflation people are feeling is from the Biden admin. OPEC is ready to increase capacity, what happens to inflation. Trump trade deals incoming. The [DS] is losing every step of the way. The SC just ruled the nationwide injunctions are not constitutional. Trump can now continue with his policies, remember the judges they will nee to be impeached. Is Trump setting the Obama with U1. Lindsey is saying that 900lbs of Uranium is missing. Lindsey is an Iron Eagle. Iran was much more than people think. Its to expose it all.   Economy https://twitter.com/CynicalPublius/status/1938402609364082979 Europe's LNG Gamble Exposed By Middle East War The Israel-Iran conflict has driven up diesel, jet fuel, and gas prices. With 20% of global LNG flowing through the Strait of Hormuz, even threats of disruption have raised EU gas prices by 20%. Europe's refusal to sign long-term LNG deals or develop local hydrocarbon resources is backfiring. Oil and the security of its supply have stolen the media spotlight in the context of the new Middle East war, and with good reason. Ever since Israel first bombed Iran, diesel prices have soared, jet fuel prices have soared, and importers have been troubled. For Europe, the situation is even worse due to natural gas. Europe has been hurt more than others by the diesel price surge because it has boosted its imports considerably over the past years. About 20% of the diesel Europe consumes comes from imports, and a lot of these imports come from the Middle East. The situation is not much different in jet fuel. Europe depends on imports and a solid chunk of these imports comes from the Middle East. What's true of these essential fuels is doubly true of natural gas—even though direct imports of gas from the Middle East constitute a modest 10% of total imports. Yet they constitute a substantial portion of global gas exports, so any suggestion of disrupted supply affects gas prices in exactly the same way it has affected oil prices—and makes a vital commodity less affordable for Europeans.  Europe needs to refill its gas storage caverns for next winter. Even if it cancels the 90% refill rate requirement, it still needs to buy a lot of gas, most of it on the spot market because of that aversion to long-term gas commitments it believes is part and parcel of the transition effort. And geopolitics has made LNG costlier—which will add billions to the refill bill. Source: zerohedge.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1938575712757133319   1. Sticky Services Inflation Core PCE (which excludes food and energy) is heavily weighted toward services, such as housing, healthcare, and financial services. Services inflation has proven persistent, especially in housing rent, insurance, and healthcare costs. 2. Labor Market Strength The job market remains tight: unemployment is low and wages are still rising. Higher wages boost consumer spending, which keeps demand elevated, especially in non-goods sectors like leisure,

Middle East conflict has far-reaching implication on oil & LNG markets. In this podcast Xiaoyi Deng, Deputy Editor Nat Gas/LNG and Bob Wigin Senior Reporter Oil Products, unpack implications of this conflict on access to power generation fuels for Egypt and beyond Related products: LNG Daily: https://www.argusmedia.com/en/solutions/products/argus-lng-daily European Natural Gas: https://www.argusmedia.com/en/solutions/products/argus-european-natural-gas European Products: https://www.argusmedia.com/en/solutions/products/argus-european-products   

In this episode of the Energy News Beat Daily Standup, Stuart Turley discusses several key energy stories: Iran's retaliatory missile strike on a U.S. airbase in Qatar, which led to a surprising drop in oil prices, signaling a de-escalation move; Israel's shutdown of the Leviathan natural gas field amid tensions with Iran, impacting regional markets like Egypt's fertilizer industry; Shell's achievement of its first LNG shipment from Canada; and Hyundai's partnership with ECO to build LNG-powered container ships in the U.S., strengthening maritime and energy dominance. He also highlights a podcast with Wasif Latif on commodity marketing.Highlights of the Podcast 00:00 - Intro01:12 - The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook03:33 - The Oil Price Shock No One Saw Coming: Navigating the New Energy Landscape04:52 - Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets06:59 - Shell's LNG Canada achieves first LNG08:26 - HD Hyundai teams up with ECO to build LNG-powered containerships in US09:50 - OutroPlease see the links below or articles that we discuss in the podcast.The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation PlaybookThe Oil Price Shock No One Saw Coming: Navigating the New Energy LandscapeIsrael Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional MarketsShell's LNG Canada achieves first LNGHD Hyundai teams up with ECO to build LNG-powered containerships in USFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

View From Victoria: The beginning of LNG in Kitimat Guest: Vaughn Palmer, Vancouver Sun Columnist Learn more about your ad choices. Visit megaphone.fm/adchoices

In this KE Report daily editorial, I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who provides a trading desk perspective on the latest price action, positioning, and macro signals across the energy, copper, and precious metals markets. - Energy volatility dominates June - from geopolitical spikes to bearish fundamentals. - Copper holds firm above $4 with physical market dislocations and tariff pricing. - Gold consolidates near record highs as silver plays catch-up. Key Discussion Highlights: Energy Markets: Oil spiked on Middle East tensions but quickly reversed on news of a ceasefire. Darrell highlights that despite short-term risk premiums, the WTI forward curve remains anchored around $62, reflecting ongoing bearish fundamentals like rising global inventories and weakening demand. US rig counts are at multi-year lows, but no supply shock is expected yet. Natural Gas: A short-lived surge on heatwave-driven demand brought prices above $4, but markets have now converged back toward $3.50. Darrell notes a balanced setup, supported by increasing LNG flows and long-term support from Calendar 2026 pricing around $4.40. Copper: The metal continues to trade strongly just below $5/lb. Physical flows into COMEX are pushing spreads higher, with LME inventories falling and tariff expectations leading to a 10-15% price premium. Large copper miners like Freeport and BHP are rebounding, but still lag copper's year-to-date performance. Precious Metals: Gold is flat for the month but remains near record highs, while silver is up 7% in June and closing the performance gap. Darrell maintains a bullish view on gold due to debt concerns, a weakening USD, and potential Fed rate cuts. Silver, while less of a pure monetary asset, shows strong industrial demand and momentum. US Dollar & Macro Impact: A falling USD (down ~10% YTD) is generally supportive of commodities, but Darrell points out the correlation is looser than in the past. He sees continued pressure on the greenback from fiscal concerns and rate cut expectations.

Following the weekend's air strikes by the US on Iran's nuclear facilities, markets are keeping an eye on Iran's response, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth. In particular, any attempts to shut the Strait of Hormuz will have an impact on markets, with 20% of global oil and LNG passing through the strait. Investec Focus Radio SA

Metcash – the largest operator of IGA stores – has said the illegal tobacco trade is hurting its bottom line. MARKET WRAP: ASX200: down 0.36%, 8474 GOLD: $3,363 US/ounce BITCOIN: $159,214 AUD Energy & Utilities rose on war threats: Woodside was flat, with Santos 1% higher, with LNG seller Origin also lifting just under 1%. Metcash rose 2.7% after revealing an 8.9% uplift in group revenue to $17.3 billion. BWP Trust rose 1.9 per cent to $3.65 Reece Holdings up more than 2% to $16.57 TPG and Medibank rose more than 1% ANZ Bank fell 0.6%, National Australia Bank shed a few cents to close at $38.88. Fortescue gave up 1% BHP fell 1.5% per cent to $35.64 Rio Tinto fell marginally but still closed above $100 a share at $101.83. Drone Shield fell more than 4% to $1.83 CURRENCY UPDATE: AUD/USD: 63.9 US cents AUD/GBP: 48.2 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.

Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net

ASX 200 fought back to close down only 31 points at 8475 (0.4%). Banks once again the swing factor as , with gold miners sold off despite geopolitical rose 1.0% and the Big Bank Basket better at $284.86 (). Insurers better, QBE up 0.3% with REITs easing, VCX down 0.8% with other financials easing. MFG off 3.8% and ASX down 0.8%. Industrials weaker across the board. BXB off % with QAN falling 1.9% as oil rose, TLS fell 0.2% with ALL down 2.6% and retail under a little pressure. ADH fell 20.5% on disappointing sales, MTS rose 2.7% on better than expected food sales. Tech stocks eased but off lows, WTC down 1.0% and XRO down 0.2% with the All-Tech Index down 0.5%. Resources were weaker, the three iron ore miners slid, BHP down 1.6% and FMG off 1.0% with gold miners sold off despite geo polictical tensions. NST and EVN continuing to be rerate downwards. Oil and gas stocks muted, uranium stocks fell, BOE off 1.8% and coal stocks down, WHC off 3.5%. In corporate news, WDS agreed to supply Japan with winter LNG. SMP agreed to a scheme with Shift4 from the US. Nothing on the economic front today. Asian markets muted on war worries. Japan down 0.2%, HK up 0.6% and China up 0.4%. 10-year yields rising to 4.21%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Brent råolieIrans kernekraftfaciliteter er ødelagte efter amerikansk bombeangreb. Der er ingen tegn på, at skibstrafikken gennem Hormuz er begyndt at aftage. Afholder regimet sig fra forsøg på blokering af Hormuzstrædet er overlevelse mulig. Indtil en afklaring kan risikopræmierne løfte Brent betydeligt. Vi venter en kort krise, en sommerpris for Brent omkring $62,5, og derefter vigende mod $55 i 2. kvartal 2026. DieselRisikopræmierne stiger, mens det fysiske flow af både råolie og produkter gennem Hormuz ikke er påvirket. Risikoen er, at Iran overspiller sine få tilbageværende geopolitiske kort og forsøger at blokere Hormuzstrædet. Vi venter en kortvarig krise og på ny lavere priser mod slutningen af 2025. I det lys anbefaler vi at udskyde en yderligere prissikring af dieselforbruget i 2026. NaturgasIsraels stop for gas til Ægypten udgør ikke noget væsentligt problem for den globale LNG gasbalance. Den største risiko for genopfyldningen af Europas gaslagre er en fysisk blokade af Hormuz. En fysisk blokade har en lav sandsynlighed, og Europas gasimport er fortsat solid. Vi forventer en gaspris nær €35 mod vinteren 2025/2026, og vi anbefaler en normal prissikring af næste vinters gasforbrug.Læs hele analysen her.Vigtig investorinformation,

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, hosts Stuart Turley and Michael Tanner discuss escalating tensions between Israel and Iran, as Israel targets Iran's South Pars gas field, causing significant casualties and disrupting LNG exports. Oil prices show volatility, falling below $70 after an initial spike, underscoring the uncertainty of geopolitical risks. Meanwhile, hybrid car sales rise as EV growth slows, with experts predicting hybrids could outlast EVs. The U.S. is making strides toward rare earth mineral independence, easing regulatory barriers to boost domestic production and reduce reliance on China. Additionally, changes to wind and solar subsidies are being debated in the Senate, potentially impacting the future of the renewable energy sector.Highlights of the Podcast 00:00 - Intro00:13 - Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran Retaliates02:21 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?04:48 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions06:58 - TotalEnergies expands in Malaysia with Petronas deal09:23 - How the Israel-Iran Crisis Is Swiftly Becoming Taiwan's National Security Crisis12:02 - China's Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities16:30 - The Senate Caves on IRA Wind and Solar Subsidies – David Blackmon20:08 - OutroPlease see the links below or articles that we discuss in the podcast.Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran RetaliatesAutomakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East TensionsTotalEnergies expands in Malaysia with Petronas dealHow the Israel-Iran Crisis Is Swiftly Becoming Taiwan's National Security CrisisChina's Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor OpportunitiesThe Senate Caves on IRA Wind and Solar Subsidies – David BlackmonFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

On this Weekend's Show Rick Bensignor breaks down the Fed's gridlock, bond market uncertainty, and why industrials are quietly outperforming. Then Dan Steffens dives into energy market disruptions - from Middle East conflict to LNG trends - and outlines why Canadian natural gas producers may be the most overlooked contrarian trade of the summer. 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 Bensignor, President of Bensignor Investment Strategies, shared his outlook on markets, emphasizing that the Fed remains on hold with no clear urgency to cut rates amid geopolitical risks and sticky inflation. He highlighted oil as the key market driver following its rebound due to the Iran-Israel conflict, but noted uncertainty remains with no clear trend. Rick also pointed to a stalled bond market and mixed equity sentiment, suggesting markets are rangebound with rotation into industrials and mega-cap tech, all while the risk of stagflation grows. Click here to visit the In The Know Trader website.   Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, wraps up the show discussing how the escalating Israel-Iran conflict is fueling a $15 risk premium in oil prices, while also highlighting strong fundamentals in both oil and natural gas markets. He emphasizes that despite geopolitical uncertainty, upstream energy companies remain highly profitable with rising cash flow, and sees Canadian gas producers as a contrarian opportunity amid improving LNG demand and storage dynamics. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.  

We are building a new apartment building in Ottawa Canada that is focused on meeting the housing needs in one of the hottest areas of Canada's capital. Projects in Canada are largely insulated from the uncertainty associated with the current US trade war. There is a window to participate in this exciting investment opportunity for accredited investors. This includes investors who reside in the United States. This is not a solicitation for investment. Any investment would be by prospectus only and in compliance with securities regulations. To find out more, visit Y Street Capital where you can learn more about this investment opportunity along with other opportunities in our development pipeline. Click HERE to learn more. If you don't have an account, then register to gain access to the resources on all of our projects. On today's show we are looking at the development of LNG facilities and how this is impacting demand for real estate along the Gulf Coast of the US.  We are going to look at two main areas on today's show. We need to put these investments into perspective. Each of them measures in the 10's of billions of dollars. --------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Canada could produce first LNG by this weekend Learn more about your ad choices. Visit megaphone.fm/adchoices

Evropská komise v týdnu předložila legislativní návrh, kterým se EU zavazuje, že do konce roku 2027 postupně zastaví veškerý dovoz ruského plynu a ropy. Týká se to jak dovozu zemního plynu, tak i poskytování služeb v terminálech LNG. Šéfka EK Ursula von der Leyen již dříve uvedla, že Rusko plyn a ropu využívá jako zbraň a že Evropská unie se již svojí závislostí nesmí podílet na financování ruské agrese na Ukrajině. Jak ale ve Výtahu Respektu upozorňuje Magdaléna Fajtová, závislosti se Evropská unie zcela nezbaví, jen se přesune na USA: „Nejvíc zkapalněného plynu členské státy odebírají právě ze Spojených států. Plyn ale nakupujeme také ze zemí jako Alžírsko nebo z Azerbajdžánu. EU zřejmě v tomto směru spoléhá na to, že USA budou minimálně co se byznysu týče dodržovat nějaká pravidla. Ale samozřejmě mají možnost určovat si poměrně vysokou cenu." Jak se vlastně státům EU podařilo snížit dodávku ruského plynu a ropy od invaze na Ukrajinu v roce 2022? Jak si stojí Česko? A nemohou unijní plány zablokovat státy jako Maďarsko nebo Slovensko?

This week, LNG prices rose to a 10-week high in Europe in response to the escalating conflict in the Middle East.  With the shadow of a threat from Iran to close its vital waterway for global LNG shipments, in this episode, we discuss the likelihood of this happening, the political power dynamics at play and the implications for global energy markets.Richard speaks to Eurasia Group's Head of Energy and Kpler's Principal LNG Analyst about the changes in shipping movements that we have seen around the strait in response to Israel and Iran's attacks, and what this tells us about how the energy markets have so far reacted.Host: Richard SverrissonContributor: Laurence Walker - Deputy Editor-in-Chief, Montel NewsGuests:Laura Page - Principal LNG Analyst, KplerHenning Gloystein - Practice Head of Energy, Climate & Resources, Eurasia GroupEditor: Bled MaliqiProducer: Sarah Knowles

0:15 - India, Iran using crime groups to target opponents in Canada 8:52 - Why did Israel attack Iran? 19:10 - Rural crime is up in our province. We get your thoughts on it. 27: 42 - Canada could produce LNG by this weekend. What is LNG and what does this mean? 38:03 - Your thoughts on rural crime. 45:26 - They're too young to drive or vote - but they're caring for their ailing loved ones. 55:30 - Your thoughts on the day! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this urgent episode, Leslie Palti-Guzman speaks with macro and energy analyst Rachel Ziemba to assess the #energy #infrastructure implications of the ongoing #Iran-#Israel #war. They go over various scenarios.Key themes include: The strategic shift since October 7 and Israel's methodical dismantling of Iran's proxy network and Iran's #nuclear program #Maritime #chokepoints under threat: Strait of Hormuz, Red Sea, and Suez Impacts on oil supply and pricing, LNG traffic, and risk premiums in global shipping The United States positioning and its implications for escalation, deterrence, resolutionThis is a must-listen for anyone tracking the collision of geopolitics of energy, commodity trading, warfare, and great power dynamics #Middle East #USA #Gulf

In Episode 53 of Redefining Energy TECH, Host Michael Barnard speaks with Tristan Smith, a prominent expert in maritime decarbonization and professor at the University College London Energy Institute. Tristan shares his insights, beginning with an overview of maritime shipping, which accounts for approximately 1 gigaton of CO₂ equivalent annually, making it responsible for about 2-3% of global emissions. Crucially, the regulatory oversight for these emissions sits largely with the International Maritime Organization (IMO) due to the nature of international shipping occurring beyond national jurisdictions.Our conversation moves through the historical context of the IMO, tracing its evolution from a safety standards body established post-Titanic disaster to an organization now deeply involved in global climate policy. Historically, the IMO faced significant challenges in progressing climate regulations due to entrenched disagreements between developed and developing countries around responsibilities. The Paris Agreement in 2015, alongside persistent advocacy from smaller nations like the Marshall Islands, notably shifted this dynamic, leading to the adoption of the IMO's initial climate strategy in 2018.We delve into recent regulatory developments, including the unprecedented IMO vote initiated by Saudi Arabia, resulting in a decisive 63-to-16 vote (with around 29 abstentions) mandating progressive reductions in greenhouse gas intensity for ships over the next 25 years. The regulation sets clear fines for non-compliance—$380 per ton for exceeding the highest threshold and $100 per ton for mid-level breaches—ultimately requiring ships to achieve a 65% reduction in emissions intensity by 2040.The discussion highlights the role of Emissions Control Areas (ECAs), established initially to curb SOx and NOx emissions in sensitive regions like the Baltic Sea, North Sea, and North America, effectively serving as early tests for broader international regulations. Additionally, we critically examine LNG's journey from a touted solution for reducing SOx and NOx emissions to its complicated position as a potential climate liability due to significant methane emissions both onboard and upstream. Norway's influential promotion of LNG and subsequent studies, such as those by the International Council on Clean Transportation, underline these complexities. Finally, Tristan emphasizes the future challenges facing maritime decarbonization, notably the risk of technological lock-in with LNG and the powerful role of the oil and gas industry within the maritime sector. We also explore the shifting political landscape as global fossil fuel transportation—currently 40% of maritime tonnage along with another declining 15% for raw iron ore—faces inevitable structural declines, promising profound implications for industry dynamics and global decarbonization efforts.

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down a fast-moving energy landscape: Iran signals willingness to negotiate a nuclear deal as tensions with Israel escalate, while cargo traffic slightly dips at the Strait of Hormuz—a key oil chokepoint. Despite Middle East unrest, Rystad predicts oil prices will stay under $80. The hosts also critique the financial reality of "renewable energy" and highlight TotalEnergies' expansion into Malaysia for LNG growth. The episode closes with oil prices dipping below $70, geopolitical risk recalibration, and a call for investor caution amid market volatility.Highlights of the Podcast 00:00 - Intro01:12 - Trump reveals Iran would ‘like to talk' about a nuclear deal since they're ‘not winning' war against Israel02:15 - Naval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy Investors03:16 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions05:28 - The greatest oxymoron statement of all time: “Renewable Energy”07:13 - TotalEnergies expands in Malaysia with Petronas deal11:29 - Market Update13:06 - OutroPlease see the links below or articles that we discuss in the podcast.Trump reveals Iran would ‘like to talk' about a nuclear deal since they're ‘not winning' war against IsraelNaval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy InvestorsRystad: Oil Prices To Remain Below $80 Despite Escalating Middle East TensionsThe greatest oxymoron statement of all time: “Renewable Energy”TotalEnergies expands in Malaysia with Petronas dealFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

NGI's Patrick Rau, senior vice president of research and analysis, checks all the boxes in sharing his expertise about the outlook for U.S. natural gas in a sitdown with NGI's Carolyn Davis, managing editor of news.  Where are domestic natural gas prices headed into 2026? Pat says it's not one thing or another, as rising demand is ahead as more LNG export capacity comes online, and as industrial and residential/commercial sector consumption climbs.  E&Ps are likely waiting for bullish natural gas price signals to spur activity in the second half of 2025, but they will be accelerating their activity, according to Pat.  The odds of adding natural gas infrastructure, both midstream and by utilities, also is discussed as hyperscalers compete to build a plethora of data centers.

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down the energy market chaos following Israel's strike on Iran's South Pars gas field, the potential closure of the Strait of Hormuz, and a major refinery fire in Texas. They cover rising oil and gas prices, the global shift back to hybrids as EV sales lag, and the political fallout from Trump ending California's EV mandate. Plus, they dive into BP takeover rumors as ADNOC eyes its LNG assets, with big implications for global energy investors.Highlights of the Podcast 00:00 - Intro01:42 - Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran Retaliates03:52 - Is Closing the Strait of Hormuz the ‘Apocalyptic' Scenario for the Oil Market?08:26 - DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV Mandate11:07 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?13:36 - Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer Impact17:52 - Markets Update19:38 - Rig Count Update19:43 - Frac Count Update20:31 - Energy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling?23:41 - OutroPlease see the links below or articles that we discuss in the podcast.Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran RetaliatesIs Closing the Strait of Hormuz the ‘Apocalyptic' Scenario for the Oil Market?DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV MandateAutomakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer ImpactEnergy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this compelling episode of People-First Builders, host Fletcher Wimbush welcomes Mike Frick, president of Bear Ironworks, to share the incredible story of how a simple welding project turned into a thriving, multi-generational manufacturing business. From his early days in the oil fields and rural road building to managing over $200 million in infrastructure projects, including a $6 billion LNG plant, Mike's career spans the full arc of American blue-collar ingenuity. What began as a practical solution to a job-site challenge, designing a rock screen for a skid steer, eventually became Bear Ironworks, a Colorado-based fabrication company that now ships across the country and employs a team of dedicated craftspeople. Mike recounts how his son, then a college student, took the reins, built a website, and helped scale the business before returning to finish his degree. Together, they rebuilt the company during COVID, running it remotely across multiple states while staying grounded in family values and a shared belief in hard work. Along the way, Mike discusses how he has consistently inspired and trained young people, including his son and stepson, to pursue careers in the trades, often helping them launch their own businesses. Key takeaways from this episode include: The power of hands-on experience in launching successful entrepreneurial ventures Why blue-collar careers offer financial freedom, personal pride, and long-term opportunity The importance of teaching and mentoring the next generation, even if they eventually leave your company How to build a values-driven culture that balances safety, autonomy, and professional development Why leaders in the construction and manufacturing sectors must champion the trades as viable and noble career paths Mike's story is a timely reminder that building things with your hands can also build a legacy. Leadership, at its best, is about investing in people for the long haul.

De beleggersdag van chipmachinemaker Besi veranderde in een fandag. De directie pakte de aandeelhouders compleet in met hun beloftes voor de komende tijd. De omzet, zo denken ze bij Besi, gaat veel hoger uitvallen. En de marges? Die stijgen óók harder.Deze aflevering kijken we of dat enthousiasme terecht is. Ook hoe het nu zit met die overnamefantasie. Als dat sprookje toch niet uitkomt, kan Besi dan op eigen kracht beleggers betoveren?Bij Ebusco is het geen sprookje. Dat aandeel is een horrorfilm voor aandeelhouders. Het stond op een rand van faillissement, maar werd op het nippertje gered. Het lijkt nu weer helemaal mis te gaan, want de ceo stapt per direct op én de aandeelhoudersvergadering is uitgesteld. De accountant wil de jaarcijfers niet goedkeuren... Door naar president Trump. Of moeten we zeggen: postbode Trump? Hij gaat namelijk zijn tarievenoorlog voorzetten per brief. Hij geeft toe dat hij niet met alle landen kan onderhandelen en gaat ze nu (per brief) een voorstel doen. Tekenen bij het kruisje.Ook hoor je meer over sloerie BP. Iedereen zou er wel op willen duiken. Alle namen zijn voorbij gekomen, maar er is nu wéér iemand die het bedrijf wel ziet zitten. Dat bespreken we en dan hebben we het ook over Boeing. Een crash in India heeft gigantische gevolgen voor het bedrijf. Voor de beurwaarde om precies te zijn.See omnystudio.com/listener for privacy information.

Hotel Pacifico was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as FortisBC and the Health Sciences Association of BC.

We discuss the trilemma facing the energy and commodities markets -  between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US administration and in Europe, sustainability was a key policy driver. Under the new Trump administration, and indeed globally since Russia's invasion of Ukraine, security has come to the forefront. How should organizations think about these three facets? How is the world changing and what does that mean for the energy and commodities sector? Our guest is Clay Seigle, Senior Fellow in the Energy Security and Climate Change Program at the Center for Strategic and International Studies. Clay holds the James R. Schlesinger chair in Energy and Geopolitics and is an experienced energy industry analyst with specialization in market intelligence and political risk. Clay provides policymakers and corporate leaders with thought leadership and strategic insights to navigate regional and global energy security challenges.

The U.S. just became the world's largest exporter of LNG—but is that a blessing or a burden? In this global-scale episode of *Power Perspectives*, we step away from local grid topics to dive into the international dynamics shaping the global energy markets. To do so, we are joined by Anne-Sophie Corbeau of Columbia University's Center on Global Energy Policy. In this conversation, she breaks down how America's LNG surge is reshaping alliances, inflaming tensions, and creating unexpected risks for utilities back home. From backchannel Russian gas flows into Europe to the breakdown of U.S.-China LNG deals, Corbeau offers insight on what's *really* driving the gas market—and what utility executives, regulators, and investors need to be watching closely in the months ahead during the Trump 2.0 Administration. From the status of LNG as a strategic asset and a geopolitical wildcard to the specifics of U.S. interactions with China and Russia, Anne-Sophie highlights the right signals for utility leaders to keep an eye on in these international markets, as well as advice for how to plan around political and policy volatility in Washington. This episode is a must-listen for utility professionals trying to navigate an energy landscape that is increasingly global, volatile, and politically charged. Key Links: Energy Central Post with Episode Transcript: TBD Video version on YouTube: https://youtu.be/KtVrDZcTIKY Ask a Question to Our Future Guests: Do you have a burning question for the utility executives and energy industry thought leaders that we feature each week on Power Perspectives? Leave us a message here for your chance to be featured in an upcoming episode: www.speakpipe.com/EnergyCentralPodcast

Alfa Laval announces a milestone in maritime decarbonization with an order for the world's first marine boiler system designed for the safe incineration of ammonia emissions. Confirmed for a fleet of four ammonia dual-fuel vessels, this innovation is part of a joint development project with industry frontrunners and is set for delivery in 2027-2028. World's first marine boiler system for ammonia waste incineration A first-of-its-kind innovation for ammonia-powered ships As the shipping industry transitions to alternative fuels, ammonia is emerging as a key zero-carbon fuel. However, its safe application onboard requires advanced technologies to manage its unique properties, including toxicity and the need for careful handling of purge gas and other waste gases. As a frontrunner in enabling ammonia as a marine fuel, Alfa Laval has achieved a significant milestone by securing an order to deliver the world's first marine boiler system designed to function as an Ammonia Release Mitigation System (ARMS) for the safe incineration of ammonia wastes. The system will be installed on four 45,000 cubic meter (cbm) multi-gas carriers for the global commodities company Trafigura and designed to transport LPG and ammonia. The advanced boiler system is part of a joint development project involving key industry players, including engine designer WinGD and shipyard HD Hyundai Mipo in South Korea for vessel construction. "Our efforts with alternative fuels demonstrate that Alfa Laval is not just adapting to the shift toward these fuels, but is actively shaping it through our technological expertise and vast experience in marine equipment," says Anders Lindmark, Business Unit President Heat & Gas Systems, Alfa Laval. "Following our successful innovations with fuels like LNG and methanol systems, we are proud to once again drive the industry with this pioneering boiler system for incineration of ammonia that combines environmental responsibility with operational efficiency and safety." "The landmark project brings together key industry players to advance ammonia as a viable marine fuel. Alfa Laval's innovative boiler technology, designed to operate as ARMS, tackles one of the critical technical hurdles impeding the wider adoption of ammonia, while prioritizing the safety of the environment and crew," said Andrea Olivi, Global Head of Shipping, Trafigura. "Trafigura is pleased to be working with companies like Alfa Laval that are developing solutions to decarbonize the maritime industry." A multi-purpose solution for ammonia-powered vessels Designed to go beyond conventional steam generation, the system will efficiently incinerate gaseous ammonia and ammonia-nitrogen mixtures produced by ammonia dual-fuel engines, fuel supply systems and other equipment onboard. This multi-functionality allows shipowners to reduce costs and save valuable space by minimizing the need for additional equipment while effectively managing waste and byproducts. "By extending the functionality of the boiler system to handle ammonia emissions, we are enabling shipowners to achieve substantial savings in both costs and space," says Stig Person, Head of R&D, Business Unit Heat & Gas Systems, Alfa Laval. "Our system eliminates the need for separate equipment to manage ammonia purge emissions, boil-off gas, and tank emptying operations, streamlining vessel design while enhancing safety." "The first commercial deployment of the ammonia-incinerating boiler system will serve as a model for future vessels, demonstrating that ammonia can be used safely while optimizing vessel design and operational efficiency. The space and weight savings achieved through this integrated approach provide tangible benefits for shipyards and ultimately for vessel operators," says Dong-jin Lee, Head of the Initial Design Division and the Detailed Design Division at HD Hyundai Mipo. Proven expertise in multi-fuel technology Alfa Laval has been at the forefront of developing solutions for alternativ...

In this in-depth episode, host Ben Carpenter tackles the long-anticipated and often controversial Alaska LNG pipeline project—offering listeners an insider's look at recent developments and reasons for renewed optimism. Drawing from his attendance at the Alaska Sustainable Energy Conference, Carpenter presents a compelling overview of a conversation between Governor Mike Dunleavy and Brendan Duvall, CEO of Glenfarne, the private company now spearheading the project. The episode outlines Glenfarne's phased development plan for the pipeline, which includes: Phase 1: A domestic gas pipeline from the North Slope to Anchorage. Phase 2: Construction of a liquefaction plant in Nikiski. Phase 3: A gas conditioning and carbon capture facility at Prudhoe Bay. Duvall explains why the project is now seen as financially viable, citing advantages like lower shipping costs to Asia, abundant and cheap feed gas, engineering preparedness, and strong bipartisan political support. He also addresses concerns about cost overruns, emphasizing project finance discipline and extensive pre-construction planning to keep expenses under control. Listeners will hear insights into the project's ambitious timeline, with a final investment decision (FID) on the pipeline expected by the end of 2025 and on the liquefaction plant by the end of 2026. Full construction is projected to begin in 2027, with gas delivery targeted for 2029 and LNG exports by 2031. Governor Dunleavy and Duvall also highlight the economic benefits for Alaska, including thousands of construction jobs and long-term energy security. Duvall closes with a high level of confidence in the project's feasibility, backed by Glenfarne's private capital commitment and global LNG experience. The show offers a mix of technical detail, political context, and economic promise, painting a picture of a transformative infrastructure project finally nearing reality after decades of stalled dreams.  

The oil and gas giant Woodside has been handed a big win by Labor, with the life of its massive gas plant in Western Australia extended until 2070.That's great news for the company that wants to start extracting gas from a new basin off the WA coast. But given that almost all the gas is sent overseas, what's it in for Australian taxpayers and what about the climate? Today, reporter Jo Lauder from the ABC's climate team on why the Albanese government has approved the extension even though we're committed to net zero emissions by 2050.Featured: Jo Lauder, ABC climate reporter

This Weekend's Show dives deep into two of the most critical commodity narratives shaping the investment landscape. In the first half, Brien Lundin (Gold Newsletter) breaks down why junior gold and silver stocks are finally catching fire. In the second half, Josef Schachter (Schachter Energy Report) outlines why energy equities could present a buying opportunity, even as oil trades under pressure. 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 and 2 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, joins the KE Report to discuss the strengthening bull market in gold and silver, highlighting the breakout in silver above $35 and the surge in junior mining stocks. He emphasizes the growing participation of generalist investors, the potential for early-stage production strategies, and why staying positioned in quality juniors is key as institutional money flows into the sector. Click here to learn more about the New Orleans Investment Conference on November 2-5.    Segment 3 & 4 - Joseph Schachter, founder of the Schachter Energy Report, shares his cautious near-term outlook for oil and natural gas due to high inventories and weak demand, but maintains a bullish stance for Q4 driven by summer demand, geopolitical supply disruptions, and rising LNG exports. He also highlights dividend-paying energy stocks, M&A activity, and service companies as key areas for investor focus. Click here to learn more about The Schachter Energy Report   Please remember to subscribe and leave a review in your podcast player!  

This week's show features stories from France 24, NHK Japan, and Radio Havana Cuba. http://youthspeaksout.net/swr250606.mp3 (29:00) From FRANCE- 3 press reviews. First, how did the press cover the Ukrainian drone attacks on bombers deep into Russian territory. Then a variety of press on the Israeli announcement on expanding settlements in the West Bank. And press from the Guardian on the Red Crescent report as to what happened to those 15 medics in Palestine who were murdered then buried in March. The US alone vetoed a UN resolution calling for a ceasefire and humanitarian access in Gaza. Activists are on a flotilla bringing aid to Gaza, following the drone attack last month on an aid vessel preparing to leave for Gaza from Malta. Then press reviews from the day of the South Korean snap presidential elections, giving some background on the importance of the vote following much turmoil and threats of martial law. From JAPAN- The South Korean election resulted in Lee Jae-myung, the liberal candidate who formerly led the Opposition party. He says he will pursue the peaceful reunification of the Koreas, promote individual freedom and public welfare. Lee was a former human rights lawyer and faces ongoing criminal trials. There is a huge plan to build a new 800 mile long gas pipeline in Alaska that would create LNG for sale to Asian countries. Alaska hopes to begin building the pipeline next year. The British government unveiled its new defense strategy for the next decade, including spending $20 billion to develop nuclear warheads. From CUBA- A senior Hamas official says that Special Envoy Steve Witkoff originally agreed to the Gaza ceasefire proposal but was pressured by Israel to reject it. American economist Jeffrey Sachs says that epoch of US global dominance has ended, but the US has not recognized it. Available in 3 forms- (new) HIGHEST QUALITY (160kb)(33MB), broadcast quality (13MB), and quickdownload or streaming form (6MB) (28:59) Links at outfarpress.com/shortwave.shtml PODCAST!!!- https://feed.podbean.com/outFarpress/feed.xml (160kb Highest Quality) Website Page- < http://www.outfarpress.com/shortwave.shtml ¡FurthuR! Dan Roberts "When the missionaries came to Africa they had the Bible and we had the land. They said "Let us pray." We closed our eyes. When we opened them we had the Bible and they had the land." -- Bishop Desmond Tutu Dan Roberts Shortwave Report- www.outfarpress.com YouthSpeaksOut!- www.youthspeaksout.net

Today we're delighted to welcome back Mike Sommers, President and CEO of the American Petroleum Institute (API). Mike has led the API since 2018 and previously spent two decades in senior leadership roles in the U.S. House of Representatives and the White House, including as Chief of Staff to Speaker of the House John A. Boehner and as Special Assistant to President George W. Bush on the National Economic Council. The API represents 600 members across the full spectrum of the U.S. petroleum industry, with roots dating back to World War I, when Congress and the domestic oil and gas sector joined forces to support the war effort. We first hosted Mike on COBT in September 2021 (episode linked here), and with all the changes in energy and Washington since then, we had plenty to catch up on. We were thrilled to visit with Mike to hear his latest insights. As you will hear, there is almost no energy topic Mike can't help us think through. In our discussion, we explore evolving attitudes in Washington toward natural gas, from being viewed as a waste product to a “bridge fuel” during the Obama era, and now as a “forever fuel” due to its growing importance in meeting rising energy demand. We examine the increased engagement between tech companies and the energy industry, the urgent need for a more durable, streamlined, and predictable permitting system to support the expansion of energy infrastructure, referencing the Supreme Court's recent decision that narrows NEPA's scope and increases deference to agency decisions, potentially reducing project delays. We discuss the ongoing debate and uncertainty regarding the IRA, which incentives may survive in reconciliation, and the potential impact of legislative changes on clean energy investment. Mike shares his perspective on the recent House Bill, which removed renewable tax credits, and the expectation of reconciliation in the Senate. We cover the new National Energy Dominance Council and its role in coordinating energy policy across federal agencies, the evolving balance between federal and state authority in energy regulation, and advocacy for consumer choice in vehicle technology, specifically the recent repeal of the California EV mandate. We explore Alaska's resource potential, including the opportunity to build an LNG terminal to utilize natural gas currently being reinjected, and the broader significance for U.S. energy security and exports to Asia, the strategic importance of domestic oil and gas, the role of judicial review in permitting, and much more. It was a fantastic conversation and we greatly appreciate Mike for joining. Mike Bradley kicked off the discussion by noting that while remnants of “Trumpatility” have mostly faded, with S&P 500 volatility now low, broader markets remain sensitive to Trump's policies, as highlighted this week by the doubling of aluminum and steel import tariffs. He pointed out that oil prices have surprised traders to the upside so far this week, rising more than $2/bbl despite OPEC+ signaling a July production increase of >400kbpd. Mike also discussed EOG Resource's $5.6 billion deal to acquire Encino Acquisition Partners' Utica asset, noting that the deal adds another large core oil asset play for EOG and could also prove to serve as a backdoor natural gas play, especially if the Northeast finally opens up for energy infrastructure spending. Jeff Tillery added to Mike's comments, noting that despite the day-to-day volatility in oil markets, the long-term outlook still comes down to tight supply and the need for real demand growth. On the gas side, he pointed to strong demand pull but emphasized that the key question is where prices will ultimately settle given the ample supply. Thanks to you all. We hope you enjoy today's discussion as much as we did!

Greg Bourne, former BP Australasia president, once worked alongside Australia’s biggest LNG venture: Woodside’s North West Shelf. Now a councillor at the Climate Council, he warns extending the project will unleash billions of tonnes of emissions and threaten tens of thousands of ancient rock carvings, while delivering a “pittance” in economic benefit to Australia. Yet Bourne says the decision to keep the project running until 2070 was almost inevitable, after decades of lobbying in Canberra. Today, Greg Bourne on how Woodside got the green light – and the reform he says is needed to stop the next fossil-fuel behemoth. If you enjoy 7am, the best way you can support us is by making a contribution at 7ampodcast.com.au/support. Socials: Stay in touch with us on Instagram Guest: Former BP Australasia president, Greg Bourne. Photo: AAP Image/Supplied by Woodside EnergySee omnystudio.com/listener for privacy information.

(0:00) Wstęp(1:02) Francja i Belgia sprzeciwiają się rezygnacji z rosyjskiego skroplonego gazu ziemnego LNG(2:31) Stany Zjednoczone podwajają cła na import stali i aluminium(3:55) Elon Musk po odejściu z Białego Domu ostro krytykuje propozycje Donalda Trumpa(5:28) Holenderski premier podał się do dymisji(6:57) Hiszpania rezygnuje z izraelskich technologii wojskowych(8:26) Lider lewicowej opozycji wygrał wybory prezydenckie w Korei PołudniowejInformacje przygotował Maurycy Mietelski. Nadzór redakcyjny – Igor Janke. Czyta Michał Ziomek.Mecenasi programu:AMSO - oszczędzaj na poleasingowym sprzęcie IT: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.amso.pl⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down key global energy developments, including risks to UK North Sea oil jobs from anti-fossil policies, Brazil's expanding LNG power and clean energy mix, and Russia's shifting LNG trade outside the U.S. dollar via the dark fleet. They warn that the growing move away from dollar-based oil trading could threaten the USD's reserve status. The episode also highlights Texas' $5B energy fund expansion and pro-natural gas legislation, plus oil market reactions to geopolitical tensions and Canadian wildfire disruptions.Highlights of the Podcast 00:00 - Intro01:10 - UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push03:50 - Brazil's GNA launches second LNG power plant06:27 - Russian LNG Exports Dip Amid Sanctions and EU Clampdown: The Dark Fleet's Role in Russia's Energy Trade09:16 - The 2025 Regular Texas Legislative Session Concludes: Key Energy, Oil, and Natural Gas Bills Analyzed15:10 - Markets Update16:57 - OutroPlease see the links below or articles that we discuss in the podcast.UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel PushBrazil's GNA launches second LNG power plantRussian LNG Exports Dip Amid Sanctions and EU Clampdown: The Dark Fleet's Role in Russia's Energy TradeThe 2025 Regular Texas Legislative Session Concludes: Key Energy, Oil, and Natural Gas Bills AnalyzedFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In the past few weeks, Qatar has been all over the news with flashy headlines of a $400 million luxury jet that the country gifted to President Donald Trump. It symbolized their opulence and eagerness to please the U.S. But 40 years ago, Qatar was a country with a gross domestic product (GDP) of a few billion dollars. Since the 19th century, it has been run by the Al Thani family, which can trace its roots in the region back thousands of years. Qatar was long considered a backwater. The main industries were fishing and pearls. It was impoverished for the vast majority of its history. Its royal family was dwarfed by rivals in Saudi Arabia. Then everything changed. It turned out that the largest liquified natural gas field was sitting just off the coast of Qatar. And with the help of American energy giants like ExxonMobil, Qatar began exporting LNG in 1997. In a few decades, Qatar's GDP grew exponentially. Today it's over $200 billion. Qatar hosts the main air base for American forces in the Middle East. It hosted the World Cup in 2022. And it's embarking on a series of business and military deals with the U.S.—earmarked at $1.2 trillion. There are a lot of petro-states in the region. Some, like Saudi Arabia, exceed Qatar's wealth by hundreds of billions. But what Qatar has chosen to do with its money—morality aside—is farsighted. Qatar has chosen to focus a huge amount of money and resources on influence. In the past 15 years, Qatar has developed a sophisticated apparatus to embed itself into American society in a way that would shock most Americans. They've done it by investing in our politicians, universities, newsrooms, think tanks, lobbying firms, and corporations—all on an unprecedented scale. In all, the tiny Gulf nation has spent almost $100 billion to establish this influence. So what's the problem? Well, Qatar's push to buy influence has made their connection to the Muslim Brotherhood ever more alarming and apparent. Frannie Block and Jay Solomon published a massive investigative report on Qatar's seismic influence strategy for The Free Press. It's called “How Qatar Bought America.” Today on Honestly, I ask Jay and Frannie how Qatar built this ecosystem, what they want in return, and what it has already gotten them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Renewed trade tensions are pressuring stocks, with China accusing the U.S. of violating their agreements in Geneva. We have the latest from the White House and the potential impact on President Trump's tax and spending bill. Plus, health care sat out the May rally, posting its worst month since December. We look at where investors can find opportunities in the space. And Brian Sullivan is in Alaska for a closer look at the Trump Administration's LNG pipeline there.

In this French-language episode, host Leslie Palti-Guzman welcomes Anne-Sophie Corbeau, Global Research Scholar at Columbia University's Center on Global Energy Policy, for a wide-ranging conversation on the evolving market dynamics and geopolitics of gas in 2025.Together, they explore three major themes:

In this episode of State of the Arc, we're covering four of the most talked-about developments shaping the welding and skilled trades world right now: Battery-powered flash-butt welding is here — and it's already changing the rail industry. A proposed $44 billion LNG pipeline in Alaska could unlock thousands of welding jobs across 800 miles of rugged terrain. Pipeline companies are opting to buy existing infrastructure instead of building new — what that means for field welders, inspectors, and contractors. Humanoid robots are stepping into real-world manufacturing and logistics — and the trades are next. Should welders be concerned or excited? Plus, this week's Welding History Fact throws it back to 1948, when General Electric introduced GMAW and changed the game forever. Listen now and stay up to speed with what's moving in the trades.

Mexico's imports of U.S. natural gas continue to break records despite macroeconomic and regulatory uncertainty. NGI senior editor Andrew Baker and Christopher Lenton, managing editor of Mexico and Latin America, discuss the demand- and supply-side factors shaping Mexico's gas market, and why it matters for the United States. Lenton recently attended the U.S.-Mexico Gas Summit in San Antonio TX, where topics ranged from data centers to LNG terminals to the challenges facing state oil company Petróleos Mexicanos, aka Pemex. He breaks down which demand segments are growing fastest, and how they are affected by pricing dynamics north of the border.

S&P futures are pointing to a strong open today, up +1.5%. European equity markets are mostly higher in early trades with the FTSE 100 outperforming. Asian markets closed mostly lower, though Japan and Hong Kong saw modest gains. EU-US trade talks have intensified after President Trump delayed imposing 50% tariffs on EU imports, providing a 30-day window for negotiations. EU Trade Commissioner Maroš Šefčovič engaged with U.S. Commerce Secretary Lutnick and Trade Representative Greer, signaling a shift toward a cooperative tone. The EU may consider concessions, such as increased purchases of U.S. LNG and agricultural products. Companies Mentioned: Chevron, Trump Media, MAC Copper

This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets. Host Eklavya Gupte speaks with Ivy Yin, energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-looking energy strategy by boosting domestic gas production to reduce LNG import dependency. She also talks about how Chinese cleantech manufacturers are refocusing their efforts on the domestic market amid trade uncertainties. We also interview Commodity Insights principal analyst Eric Yep, who shares his insights on how the trade duel with the US is affecting China's oil and gas imports, highlighting the role of US LNG as a possible bargaining chip in future negotiations. Adding a legal perspective, Henry Gao, a professor of law at Singapore Management University, discusses China's multifaceted trade diplomacy in an increasingly fragmented geopolitical landscape. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

The US is risking ceding global market share of clean energy to China, permanently.New tariffs, put in place one day then removed the next. Rising costs for everything along the supply chain. The US clean energy sector is navigating one of its most unpredictable phases yet. From solar to storage, how are developers and policymakers reacting to renewed trade tensions and their impact on the energy transition? “This isn't just about clean energy deployment. It's about whether the US will have a seat at the table in the future global energy economy,” says Leslie Abrahams, Deputy Director of the Energy Security and Climate Change Program at CSIS – the Center for Strategic & International Studies. She joins host Sylvia Leyva Martinez, a principal analyst covering global energy markets at Wood Mackenzie, to find out what the outlook is for US energy innovation. Escalating tariff policy is shaking investor confidence, altering supply chains, and putting the power firmly with China.Plus, in the second half of the show, Sylvia gets the developer perspective, from Joao Barreto, who is CEO of EDP Renewables' distributed generation business in North America. He explains how one of the world's largest clean energy developers is mitigating risk, adjusting their strategy, and building trust with manufacturers and offtakers amid unprecedented uncertainty.Sylvia, Leslie and Joao discuss:Why US$8 billion in clean energy projects were cancelled in Q1 2025, and what that signals to the marketHow US tariffs on Chinese batteries are backfiring on domestic manufacturingThe challenge of accelerating R&D while shutting out foreign investmentHow storage and solar developers are hedging their betsWhether the US risks ceding global market share to China permanentlyPower Play was developed by ExxonMobil to shine a light on the accomplishments of remarkable women and the men who uphold the importance of empowering others in the LNG and decarbonization industries. Nominations for the seventh annual Power Play Awards are now open, with four categories available: The Rising Star, The Pioneer, The Ambassador, and The Low Carbon Accelerator. Nominate a deserving candidate today! Nominations close May 30th. Find out more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump's visit and oil politics, and the long-term outlook for oil and LNG  & much more. https://bit.ly/43ldvBg What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji   

This week, Scott sat down with his Lawfare colleagues Benjamin “The Beard” Wittes and Anastasiia (and Ava) Lapatina to discuss the week's biggest national security news stories, including:“A Waltz on Thin Ice.” Weeks after the SignalGate controversy, Mike Waltz is out as National Security Adviser and set to be nominated as U.N. Ambassador. Secretary of State Marco Rubio, meanwhile, is in for a record fourth high-ranking appointment, though rumors are circulating about just how long he may remain in the position. How big a deal is this switch in leadership? What might its broader implications be?“Resource Extraction.” After months of negotiations, Ukraine and the Trump administration have finally signed a minerals agreement that gives the United States (and, perhaps more importantly, President Trump) a financial stake in Ukraine's ongoing independence. Is the deal just exploiting Ukraine's vulnerability? Or is there a chance it might contribute to a better outcome for the beleaguered country?“Liquid Assets.” Russia has gotten its liquefied natural gas (or LNG) facility off the ground in the Arctic and is getting ready to export through a shadowfleet of unregistered vessels to eager buyers in China who are undeterred by Western sanctions. What does the situation tell us about the effectiveness of sanctions? And what is Russia up to in the Arctic?In Object Lessons, Ben logrolled Lawfare's accidentally-on-purpose, Fridays-at-4pm YouTube show, Lawfare Live (like, Like and Subscribe to our channel!). Scott's getting ready for grilled pizza season and shared tips for how to handle the heat. And turning the temperature down a notch, Nastya recommended Minna Ålander's substack, Northern Flank Notes, for more uutiset on the Nordic-Baltic-Arctic region.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

This week, Scott sat down with his Lawfare colleagues Benjamin “The Beard” Wittes and Anastasiia (and Ava) Lapatina to discuss the week's biggest national security news stories, including:“A Waltz on Thin Ice.” Weeks after the SignalGate controversy, Mike Waltz is out as National Security Adviser and set to be nominated as U.N. Ambassador. Secretary of State Marco Rubio, meanwhile, is in for a record fourth high-ranking appointment, though rumors are circulating about just how long he may remain in the position. How big a deal is this switch in leadership? What might its broader implications be?“Resource Extraction.” After months of negotiations, Ukraine and the Trump administration have finally signed a minerals agreement that gives the United States (and, perhaps more importantly, President Trump) a financial stake in Ukraine's ongoing independence. Is the deal just exploiting Ukraine's vulnerability? Or is there a chance it might contribute to a better outcome for the beleaguered country?“Liquid Assets.” Russia has gotten its liquefied natural gas (or LNG) facility off the ground in the Arctic and is getting ready to export through a shadowfleet of unregistered vessels to eager buyers in China who are undeterred by Western sanctions. What does the situation tell us about the effectiveness of sanctions? And what is Russia up to in the Arctic?In Object Lessons, Ben logrolled Lawfare's accidentally-on-purpose, Fridays-at-4pm YouTube show, Lawfare Live (like, Like and Subscribe to our channel!). Scott's getting ready for grilled pizza season and shared tips for how to handle the heat. And turning the temperature down a notch, Nastya recommended Minna Ålander's substack, Northern Flank Notes, for more uutiset on the Nordic-Baltic-Arctic region.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute. Hosted on Acast. See acast.com/privacy for more information.