Podcasts about lng

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.

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.

[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.

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley is joined by industry experts Charlie Burd from the Gas and Oil Association of West Virginia, Kimberly Page from Reese Consulting, and Steve Reese from Reese Energy Consulting. They discuss the future of natural gas, energy security, and the role of West Virginia in meeting growing energy demands. The conversation covers the challenges and opportunities of expanding pipeline infrastructure, LNG export potential, and how the state's thriving natural gas industry plays a key role in the broader energy landscape.Reese Energy Consulting website: https://reeseenergyconsulting.com/Connect with Steve Reese on LinkedIn.https://www.linkedin.com/in/steve-reese-185a86/ Kimberly Page's LinkedIn https://www.linkedin.com/in/kimberly-page/Charlie Burd's LinkedIn https://www.linkedin.com/in/charlie-burd-67aa9241/Check out the Gas & Oil Association of West Virginia: https://gowv.com/Highlights of the Podcast 00:00 - Intro00:28 - Meet Charlie Burd and the Gas and Oil Association of West Virginia02:08 - West Virginia's Economic Impact03:22 - Steve Reese's Insights on Trends in Natural Gas05:09 - Natural Gas and Energy Security06:00 - The Future of Natural Gas in West Virginia07:32 - Challenges in Pipeline Permitting08:17 - The Grid and Energy Demands10:00 - Behind-the-Meter Power Generation12:12 - The Push for LNG Exports14:56 - Energy Dominance and Global Trade16:08 - Toby Rice and Industry Leadership17:00 - Economic Growth in the Marcellus and Utica Shales19:03 - Bitcoin Mining and Stranded Gas21:51 - Upcoming Summer Meeting23:57 - Collaboration and Competition in the Energy Sector25:03 - Political Advocacy for Natural Gas27:23 - Steve's Upcoming Energy Auditing Program29:02 - Midstream Engineering Program at West Virginia University30:01 - Closing RemarksCheck out the https://theenergynewsbeat.substack.com/

In this first episode of the Inside the Markets series from GMS Podcasts, we focus on South Korea, one of Asia's most data-driven shipping markets. Gyungbae Gil, Head of the GMS Korea Office, shares insights on how Korean shipowners are approaching recycling and acquisitions in today's firm freight market. The discussion covers the increasing number of older Korean-owned LNG carriers being sent for recycling, the country's readiness for Hong Kong Convention compliance, and shifts in secondhand trading patterns. Listeners will gain a clear view of how local market dynamics connect to global ship recycling and sale & purchase activity. Key points discussed in this episode include: Recycling trends in Korea's LNG sector HKC compliance readiness and yard options Secondhand market activity and pricing outlook This episode offers local insight with global market relevance, helping industry players navigate recycling, compliance, and asset sales in one of the world's key maritime hubs. This episode offers local insight that supports strategic planning for recycling, fleet renewal, and compliance in one of the world's key maritime hubs. Follow GMS Podcasts to hear more from our country heads in Japan, Greece, the Middle East, and other major shipping markets.   Subscribe to the GMS Podcast and follow GMS on LinkedIn for future updates and discussions.    

Oil and gas are the backbone of Trump's trade deal with the EU. Can American producers deliver $750 billion of product over the next 3 years? What do investors need to know about new opportunities this deal presents? Energy analyst Paige Lambermont joins Mike to discuss Trump's massive energy deal. SHOW NOTES: 1:01: Can American producers deliver $750 billion of product to Europe? 3:23: How Does Trump's Deal Benefit Producers and Investors? 4:57: Is Europe's Biggest Demand for LNG? 7:40: How Did Germany's Crazy Energy Policy Lead To Trump's Deal? 11:49: Is Nuclear Energy Part of Trump's Deal? 13:31: How Is Russia Impacted By Trump's Deal?

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

9:25 – 9:37 (12mins) Vic's Guest: Paul Curtman to Play The Bee or Not The Bee 9:41 – 9:56 (15mins) Dr. Bonner Cohen https://www.cfact.org/ @CFACTBonner's statement-Trump Administration Seeks to Cripple Illegal Climate Regulations"In proposing to rescind the Obama-era “endangerment finding,” EPA Administrator Lee Zeldin is going after the keys to the kingdom of federal climate regulations. The 2009 endangerment finding, which declared that emissions of CO2 and other greenhouse gases endanger public health and the environment, underpins all climate regulations imposed under Obama and Biden, including de-facto EV mandates and rules aimed at coal and natural gas-fired power plants, along with the dismantling of the nation’s fossil-fuel infrastructure such as pipelines and LNG export terminals.See omnystudio.com/listener for privacy information.

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

FRACQUARIE  v  MARKET FORCES in the BEETALOO  BASIN  N.TClimate Action ShowAugust 4th 2025 Produced by Vivien Langford Guests Angelica Mantikas – Market Forces Gas Campaigner Kyle Robertson and  Morgan Picket from Market Forces  Deanna – A nurse and member of Rising Tide Owen – Australian Youth Climate CoalitionMusic – Patrick Harte PIPELINE TO NOWHEREMarket Forces analysis reveals:Australia does not need the gas from Beetaloo fracking for domestic gas power generation needs.Beetaloo fracking plans are costly, highly polluting and unnecessary.The astronomical costs ($2.7 – $4bn) of APA's planned pipeline would be passed on to consumers on Australia's east coast.Australia doesn't have a gas supply problem – it has an LNG export problem.Despite APA Group's claims that fracking Beetaloo will benefit the domestic market, if fully realised, Beetaloo Energy's plans would see 83% of the gas it fracks exported overseas.The burning of fracked gas from Beetaloo would worsen the climate crisis and drastically undermine Australia's climate commitments, when we need to transition to clean energy solutions. Can you take Action ?Tell Macquarie's CEO and Chair to listen to shareholders and stop funding dangerous fossil fuel expansion! Add your name to the open letter and join thousands of Australians calling on the banks to stop funding the companies working to detonate the Beetaloo carbon bomb!https://www.marketforces.org.au/campaigns/companies/apa-group/pipeline-to-nowhere-apa-groups-dangerous-bet-on-beetaloo-fracking/

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner discuss President Trump's ambitious nuclear energy overhaul, aiming to quadruple U.S. nuclear power by 2050 despite regulatory challenges. They also explore Europe's pursuit of net zero by 2050, the impact of the EU's energy policies on global markets, and the U.S.'s role in supplying LNG to Europe. Additionally, they review the latest earnings reports from Chevron and Exxon, highlighting Chevron's strong performance and Exxon's struggles despite their growth plans. The episode concludes with an announcement about shifting to a three-day weekly format for the show.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_100:00 - Intro00:13 - Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety03:31 - Net Zero Has Cost Europe's Energy Future06:25 - Whales, Fishermen Heave Sighs of Relief as Burgum Cancels Offshore Wind11:21 - Markets Update18:50 - Rig Count Update18:59 - Frac Count Update21:31 - Chevron's Record Oil and Gas Output Boosts Earnings Amid Price Challenges24:15 - ExxonMobil Q2 Earnings Boosted by Record Permian Output – What should investors look for?27:05 - OutroLinks to articles discussed:Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over SafetyNet Zero Has Cost Europe's Energy FutureWhales, Fishermen Heave Sighs of Relief as Burgum Cancels Offshore WindChevron's Record Oil and Gas Output Boosts Earnings Amid Price ChallengesExxonMobil Q2 Earnings Boosted by Record Permian Output – What should investors look for?

Ankara is aiming to dodge President Donald Trump's threat of sanctions against countries that trade with Russia. While Turkey is the third largest importer of Russian goods, it has largely escaped international sanctions against Russia over its invasion of Ukraine. However, with Trump vowing to get tough with Moscow if it fails to make peace with Kyiv, that could change. “I am going to make a new deadline of about 10 or 12 days from today," Trump declared at a press conference on 28 July during his visit to Scotland. "There is no reason to wait 50 days. I wanted to be generous, but we don't see any progress being made.”  The American president admitted his efforts to end the Ukraine war had failed and that his patience with his Russian counterpart, Vladimir Putin, was at an end. Turkish President Erdogan ready to rekindle friendship with Trump   Trump later confirmed 8 August as the date for the new measures. With US-Russian trade down 90 percent since Russia's invasion of Ukraine, Trump warned that other countries importing Russian goods would also be hit by secondary sanctions. “If you take his [Trump] promises at face value, then he should look at all countries that import any Russian commodities that is of primary importance to the Russian budget - this includes, of course, crude oil, and here you have China and India mostly,” explained George Voloshin of Acams, a global organisation dedicated to anti-financial crime, training and education. Voloshin also claims that Turkey could be a target as well. “In terms of petroleum products, Turkey is one of the big importers. It also refines Russian petroleum in its own refineries," Voloshin added. "Turkey imports lots of Russian gas through the TurkStream pipeline. Turkey is very much dependent on Russian gas and Russian petroleum products." Turkey's rivalry with Iran shifts as US threats create unlikely common ground   Since Russia's invasion of Ukraine, Ankara insists it is only bound by United Nations sanctions. Last year, Turkey was Russia's third-largest export market, with Russian natural gas accounting for more than  40 percent of its energy needs. Putin has used Turkey's lack of meaningful domestic energy reserves and dependence on Russian gas to develop a close relationship with his Turkish counterpart, Recep Tayyip Erdoğan. “Putin knows that no matter what Trump wants, Turkey is not going to act in any military or sanctions capacity against Russia and Iran. You know, these are Turkey's red lines. We can't do it,” said analyst Atilla Yeşilada of Global Source Partners. “Trump is 10,000 miles away. These people are our neighbours,” added Yeşilada. “So Putin doesn't think of Turkey as a threat, but as an economic opportunity, and perhaps as a way to do things with the West that he doesn't want to do directly.” Ankara is performing a delicate balancing act. While maintaining trading ties with Russia, Erdoğan remains a strong supporter of Ukrainian President Volodymyr Zelensky. Turkey is a major arms seller to Ukraine, while at the same time, Erdoğan continues to try and broker peace between the warring parties. Last month, Istanbul was the venue for Russian–Ukrainian talks for the second time in as many months. Such efforts drew the praise of Trump. Trump and Erdogan grow closer as cooperation on Syria deepens Trump's pressure mounts on energy and trade The American president has made no secret of his liking for Erdoğan, even calling him a friend. Such close ties, along with Turkey's regional importance to Washington, analysts say, is a factor in Ankara's Western allies turning a blind eye to its ongoing trade with Russia. “I think Turkey has got a pass on several levels from Russian sanctions,” observed regional expert Sinan Ciddi of the Washington-based think tank the Foundation for Defense of Democracies. However, Ciddi cautions that Trump remains unpredictable and that previous actions are no guarantee for the future. “Past experience is not an indicator of future happenings. We just don't know what Trump will demand. This is not a fully predictive administration in Washington,” Ciddi said. “We do know right now that he [Trump] is very unhappy with Putin. He blames Putin for prolonging the Ukraine war,” added Ciddi. Change of stance "And if he feels sufficiently upset, there is a possibility that no waivers will be granted to any country. Turkey will be up against a very, very unappetising and unenviable set of choices to make.” Trump has successfully lobbied the European Union to increase its purchases of American liquefied natural gas (LNG), replacing Russian imports. Similar demands could put Ankara in a difficult position. “If Trump pressures Turkey not to buy Russian natural gas, that would definitely be a huge shock,” warned Yeşilada. “Trump might say, for instance: 'Buy energy from me or whatever.' But I don't think we're there yet. There is no way Turkey can replace Russian gas.” However, Trump could point to Turkey's recent expansion of its LNG facilities, which now include five terminals and have excess capacity to cover Russian imports, although storage facilities remain a challenge. Turkey's energy infrastructure is also built around receiving Russian energy, and any shift to American energy would likely be hugely disruptive and expensive, at a time when the Turkish economy is in crisis. Putin retains another energy card over Erdoğan. A Russian company is building a huge nuclear power plant in Turkey, which could account for 20 percent of the country's energy needs. Ciddi argues Erdoğan is now paying the price of over-relying on Russia. Turkey's Erdogan sees new Trump presidency as opportunity “There is no need to have resorted to making Ankara this dependent on natural gas, nuclear energy, or for that matter bilateral trade. This was a choice by Erdoğan,” said Ciddi. “The fact it is so dependent on so many levels in an almost unique way is something that Turkey will have to rethink.” But for now, Erdoğan will likely be relying on his expertise in diplomatic balancing acts, along with his close ties to Trump and Turkey's importance to Washington's regional goals, to once again escape the worst of any sanctions over Russian trade – although Trump may yet extract a price for such a concession.

July was action-packed for LNG names. On July 11 Morgan Stanley raised their price target on NextDecade (NEXT) to $15, having last moved it to $10 in October 2022. The stock rose 18% to $10.77 on the news and added further gains during the month. Morgan Stanley's upgrade was the only news of note, but […]

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

In this week's episode of Energy Transition Today, we start with the most important energy transition news of the week, nay the year, actor Samuel L Jackson's partnership with Vattenfall for seaweed crisps.We move on to financing updates over the past seven days, starting with an exclusive on Elements Green's debt package for its 360MW battery project in the UK, Sonnedix's €2 billion debt consolidation, DESNZ's price caps for renewable technologies under the upcoming AR7 auction and planning consent for, what is set to be, UK's first floating offshore wind farm.For the deeper dives, we touch on the ongoing tensions between the board of Gore Street Storage Fund and a couple of its investors as well as well as Smart Pension UK's investment in Octopus' UK renewables portfolio.We end on a breakdown of the European Commission's proposed budget for 2028-2034 and the European Union's LNG deal with the US.Send us a textReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

As the government continues with plans to develop a new state-led LNG reserve as a vital, temporary measure to ensure Ireland's energy security, environmental campaigners, including Friends of the Earth, sharply criticise the plan. To discuss this Fianna Fáil MEP Billy Kelleher and Jerry Mac Evilly, campaigns director with Friends of the Earth.

So, was our government too relaxed about the tariffs then? Cause this is a shock today – isn't it? To find out that we've just been bumped up to 15% while Australia and dozens of other countries have stayed on 10%. Now, it seems to be related, most likely, to our balance of trade and that the US has a trade deficit with us. So we get 15%, but then a trade surplus with Australia, so they get 10%. So perhaps it was inevitable and unavoidable, as long as the balance of trade sat like that. But then, on the other hand, Australia did kind of lock that in as well. They lifted their ban on US beef imports while we did nothing. Should we have done something similar Because if there's one thing that we know about Donald Trump, it's that he's a trader. South Korea had their tariff dropped from 25% to 15% by promising to buy $100 million worth of LNG. Sir Keir Starmer sucked up to Trump with a letter from King Charles. Now we don't actually know what our diplomats were doing, because they were fairly guarded about it. But the vibe that we kept getting from ministers and officials every time we asked about it was, ‘not a lot going on, we'll see how this goes, we're on 10%, we're no worse than anyone else' That's the trouble, though. We are now worse than other people. We export beef to the US, Australia exports beef to the US. Their beef now gets 10%, ours gets 15%. Now, we can argue about whether US consumers are really going to switch up their $11.50 New Zealand steak if the Aussie steak is only 50 cents cheaper. I mean, what's really the difference between $11.50 and $11? But I chose a butter last night because it was $1 cheaper than the other butter, so maybe they will, which brings me to the question that I asked at the start of this. Were we too relaxed? Because we definitely and quite deliberately opted for Winston's head below the parapet approach. But maybe what we should have done was opted for the same approach that Albanese and Starmer took, which is to suck up instead. Given where we are and where they are - both their countries are now on 10% and we're sitting on 15%. LISTEN ABOVE See omnystudio.com/listener for privacy information.

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.

Send us a textIn this special edition of the WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman sits down with Chris Degner, Managing Director in Water Tower Research's Energy Practice, to explore major shifts in the oil and natural gas markets. The discussion covers rising OPEC production, evolving global supply structures, and a deep dive into LNG market trends—including emerging export projects in the U.S. and Australia. The episode also spotlights Tamboran Resources, a small-cap company with high-potential natural gas assets in Australia. Tune in for expert insights on where the energy markets are headed and what it means for small-cap investors. 

A trade deal reached on Sunday between the United States and the European Union has sparked controversy among European officials, businesspeople and analysts — despite both sides hailing it as a step toward restoring "trade balance "and promoting fairer commerce.美国和欧盟周日达成的一项贸易协议在欧洲官员、商界人士和分析人士中引发了争议，尽管双方都称赞这是恢复“贸易平衡”和促进更公平商业的一步。At the heart of the debate is the deal's asymmetry: The US will lower tariffs on EU goods to 15 percent, while the EU has agreed not to impose additional tariffs on US products.争论的核心是该协议的不对称性：美国将把欧盟商品的关税降至15%，而欧盟已同意不对美国产品征收额外关税。French Minister for European Affairs Benjamin Haddad described the agreement as "unbalanced", though he acknowledged it would "bring temporary stability to economic actors threatened by the escalation of American tariffs".法国欧洲事务部长本杰明·哈达德称该协议“不平衡”，尽管他承认该协议将“为受美国关税升级威胁的经济行为体带来暂时的稳定”。German Chancellor Friedrich Merz said, "We have thus managed to preserve our fundamental interests, even if I would have wished for more relief in trans-Atlantic trade."德国总理弗里德里希·默茨说：“因此，我们设法维护了我们的根本利益，即使我希望在跨大西洋贸易中得到更多缓解。”Italy's Prime Minister Giorgia Meloni said the agreement "ensures stability" and that the 15 percent tariff level is "sustainable", especially if it is not added to previous duties.意大利总理Giorgia Meloni表示，该协议“确保了稳定”，15%的关税水平是“可持续的”，特别是如果不将其添加到以前的关税中。Olivier Blanchard, a Robert Solow professor of economics emeritus at the Massachusetts Institute of Technology, called the agreement "completely unequal", saying the "asymmetric 15 percent tariffs are an EU defeat".麻省理工学院Robert Solow经济学荣誉退休教授Olivier Blanchard称该协议“完全不平等”，称“不对称的15%关税是欧盟的失败”。"When the law of the jungle prevails, the weak have little choice than to accept their fate," he wrote on X. "But Europe could potentially have been strong, either alone or in a coalition with others. It would have had to be ready for stormy waters. But it would have gotten a better deal in the end and sent a strong message to the world. An opportunity lost."“当丛林法则盛行时，弱者别无选择，只能接受自己的命运，”他在X上写道。“但欧洲本可以强大，无论是单独还是与其他国家结盟。它必须为风暴做好准备。但最终它会得到更好的协议，并向世界发出强烈的信息。失去了一个机会。”Bernard Dewit, chairman of the Belgian-Chinese Chamber of Commerce, voiced concern over the 15 percent baseline US tariff on EU goods, "particularly in light of Europe's broader economic and trade interests".比利时中国商会主席Bernard Dewit对美国对欧盟商品征收15%的基准关税表示担忧，“特别是考虑到欧洲更广泛的经济和贸易利益”。"Such a move risks escalating trans-Atlantic trade tensions and could undermine the stability and predictability that European businesses rely on," he told China Daily.他告诉《中国日报》：“此举有可能加剧跨大西洋贸易紧张局势，并可能破坏欧洲企业所依赖的稳定性和可预测性。”。"European exporters, including many in Belgium, operate in highly integrated global supply chains. The imposition of a blanket tariff will inevitably increase costs, reduce competitiveness and possibly prompt retaliatory measures — ultimately hurting consumers and small- and medium-sized enterprises on both sides of the Atlantic."“欧洲出口商，包括比利时的许多出口商，在高度一体化的全球供应链中运营。征收一揽子关税将不可避免地增加成本，降低竞争力，并可能引发报复措施，最终损害大西洋两岸的消费者和中小型企业。”Dewit urged Europe to further diversify its trade relationships. "Strengthening ties with dynamic markets such as China, ASEAN, and Africa becomes increasingly strategic," he said.德维特敦促欧洲进一步实现贸易关系多样化。他说：“加强与中国、东盟和非洲等充满活力的市场的联系变得越来越具有战略意义。”。Bernd Lange, chair of the European Parliament's Committee on International Trade, described the US-EU deal as "lopsided".欧洲议会国际贸易委员会主席贝恩德·兰格将美欧协议描述为“一边倒”。"My first assessment: not satisfactory," he wrote on X. "Concessions have clearly been made that are difficult to accept. Deal with significant imbalance."“我的第一个评估是：不令人满意，”他在X上写道。“显然已经做出了难以接受的让步。处理严重的不平衡。”According to the published details of the agreement, the EU has pledged to purchase $750 billion worth of US energy and commit an additional $600 billion in US investments.根据已公布的协议细节，欧盟已承诺购买价值7500亿美元的美国能源，并承诺向美国额外投资6000亿美元。The scale of the deal has left many European analysts stunned. Qin Yan, a principal analyst at ClearBlue Markets in Norway, told China Daily that every energy market expert she is talking with is busy calculating how much US energy the EU would need to buy to reach such a harsh number.这笔交易的规模让许多欧洲分析人士感到震惊。挪威ClearBlue Markets的首席分析师秦燕告诉《中国日报》，与她交谈的每一位能源市场专家都在忙着计算欧盟需要购买多少美国能源才能达到如此苛刻的数字。Clyde Russell, an Asia commodities and energy columnist for Reuters, noted: "Putting together the value of EU imports of US crude oil, LNG and metallurgical coal gives a 2024 total of around $64.55 billion.路透社亚洲大宗商品和能源专栏作家Clyde Russell指出：“将欧盟进口的美国原油、液化天然气和冶金煤的价值加起来，2024年的总价值约为645.5亿美元。"This is about 26 percent of the $250 billion the EU is supposed to spend on US energy a year under the framework agreement."“这大约是欧盟根据框架协议每年应在美国能源上花费2500亿美元的26%。”Qin likened the deal to "visiting a small cafe around the street corner and booking a banquet big enough for 1,000 tables of guests".秦将这笔交易比作“参观街角的一家小咖啡馆，预订一场足以容纳1000桌客人的宴会”。"My concern is that the commitment to US energy purchases should not undermine the EU's climate goal," she said.她说：“我担心的是，美国购买能源的承诺不应破坏欧盟的气候目标。”。lopsidedn.不平衡，/ˌlɒpˈsaɪdɪd/baselinen.基础/ˈbeɪslaɪn/

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.

HEADLINES:• Netflix And Shahid Unite In First-Ever Joint Subscription For MENA• Qatar threatens to halt LNG exports to EU over sustainability law• “Shame On You, Anthropic!” Gulf Investor Slams AI Giant Over Leaked Memo• Huda Kattan Calls Out Kim Kardashian Over Israel Support After Viral Tucker Carlson Clip Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the escalating tensions between Qatar and the EU over net zero regulations, with Qatar threatening to cut LNG supplies. They also discuss America's grid vulnerability due to transformer shortages, the EU's historic agreement with the U.S. and its impact on oil prices, and how rising ASPs for AR7s expose the true cost of renewables. Tune in for insights on energy policy, market dynamics, and geopolitical developments shaping the future of global 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 - Intro00:15 - Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG Supplies02:36 - Overlooked Vulnerability Could Cripple America's Grid05:01 - As the EU and U.S. Reach Historic Agreement, Oil Prices Climb07:14 - ASPs for AR7 prove renewables are not cheap12:00 - Markets Update15:34 - OutroLinks to articles discussed:Backlash Against EU Net Zero Regulations: Qatar Threatens to Cut LNG SuppliesOverlooked Vulnerability Could Cripple America's GridAs the EU and U.S. Reach Historic Agreement, Oil Prices ClimbASPs for AR7 prove renewables are not cheap

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.

NGI's LNG editors Jamison Cocklin and Jacob Dick examine the market implications of Canada's entry into large-scale LNG exports, following Shell plc's LNG Canada facility shipping its first cargo in June.   Despite the milestone, Canadian gas prices continue falling relative to Lower 48 counterparts as the country's producers aggressively ramp production ahead of demand. The discussion dives into the details of LNG Canada's startup, timelines for other projects advancing on the country's west coast, and when supply-demand rebalancing could impact U.S.-Canadian price differentials.   The duo also cover the unique advantages Canadian LNG offers, including shorter shipping times to Asia, as well the challenges like building infrastructure in remote areas.

TotalEnergies is in gesprek met die Mosambiekse regering om gunstige omstandighede te skep om werk aan sy lang vertraagde LNG-projek in die noorde van die land te hervat. TotalEnergies sê soortgelyke gesprekke met die Namibiese regering sal moet plaasvind alvorens hy volgende jaar ‘n finale beleggingsbesluit oor die Venus-olieveld in die Oranjekom aflandig Namibië maak. Kosmos 94.1 Nuus het met die plaaslike energiekenner Harald Schütt gepraat.

VOV1 - "Điện khí LNG cần hướng đến các hộ tiêu thụ công nghiệp, các hộ tiêu thụ lớn - người ta mong muốn có một cam kết dài hạn. Khi có cam kết dài hạn thì họ mới có thể cam kết được bao tiêu về điện, bao tiêu về khí nhập khẩu..." - TS. Nguyễn Quốc Thập.

Eisenbahnunglück: Versäumnisse auf der Schiene - hätte der Zug gerettet werden können? +++ Versäumnisse auf der Schiene: Hätte der Zug gerettet werden können? +++ Zahlenchaos beim Bürgergeld: Milliarden für wen eigentlich? +++ ZF Friedrichshafen: Elektrophantasie wird zum Jobkiller +++ Audi: Gewinne stürzen, Jobs fallen +++ Katar droht: Entweder Lieferkettengesetz kippen – oder kein LNG mehr +++ Zölle gegen Chips: USA und China verhandeln +++ TE Energiewendewetter: Windräder still, Strom teuer +++ Alle Fakten zur steuerfreien Anlage in Silbergranulat, sicher verwahrt im Schweizer Zollfreilager, finden Sie auf https://www.silber-deposito.ch/. ☎️ Sie telefonieren lieber, dann erreichen Sie die BB Wertmetall Experten unter 0341 99 17 000.

In this Week 30 edition of the GMS Weekly Podcast, we cover the latest updates in global ship recycling. India takes the lead with a series of large LNG vessel deals, strong yard occupancy, and improving fundamentals. Pakistan continues to secure tonnage, while Bangladesh faces slow approvals and reduced yard activity. We explore regional shifts, currency fluctuations, delivery timelines, and the broader impact of the Hong Kong Convention on subcontinent recyclers. We cover: India's Momentum: Two Moss-type LNGs sold for over USD 640 per LDT. Alang receives over 107,000 LDT in one week, driven by non-ferrous-rich tonnage. Pakistan Holds Position: Gadani sees en bloc dry bulk acquisitions with bunkers onboard. Local steel prices remain high, and the Rupee shows modest recovery. Bangladesh Slows Down: No new arrivals reported. Delays in cutting permissions and weak domestic demand continue to affect sentiment. Turkey Remains Quiet: The Lira weakens further. No vessel arrivals, despite falling interest rates and slight economic easing. Also in this episode: Freight market outlook as the Baltic Dry Index shows further gains How currency movements are shaping buyer behavior What to expect in August as HKC compliance increases across yards   Subscribe to GMS Weekly for complete demo pricing, port-by-port vessel positions, 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/

In this episode of The Korea Pro Podcast, John Lee and Joon Ha unpack a week of sharp developments in South Korea's domestic and foreign policy landscape. They begin with the last-minute postponement of the U.S.-ROK 2+2 economic and security dialogue. With the Aug. 1 deadline for trade negotiations looming, the hosts assess whether the delay signals tactical pressure from Washington as Seoul resists opening its rice and beef markets — and what alternatives, like LNG imports or defense purchases, may be on the table. Next, they turn to the collapse of two cabinet nominations. Gender minister nominee Kang Sun-woo withdrew after backlash over her remarks on sexual consent and staff treatment, while education minister nominee Lee Jin-sook was dropped due to plagiarism accusations. The hosts explore what these withdrawals mean for the administration's reform agenda and internal vetting process. Also featured is Korea Pro's latest investigation into the Korea Foundation. John introduces Chad O'Carroll's expose on how the government-linked nonprofit directed $9.4 million to U.S. think tanks without registering under U.S. foreign agent laws. Joon Ha also promotes his own new analysis on President Lee Jae-myung's plan to centralize oversight of defense exports, aimed at improving coordination and boosting South Korea's competitiveness in key arms contracts. Key developments to watch in the week ahead include the expected rescheduling of the postponed 2+2 tariff talks, with both sides aiming to meet before the Aug. 1 deadline. Sunday marks the anniversary of the Korean War Armistice, likely to bring official statements and memorial events. Meanwhile, confirmation reports for the unification, veterans, and defense ministers are still pending at the National Assembly, though the president is expected to act swiftly once they are adopted. About the podcast: The Korea Pro Podcast is a weekly 15-minute conversation hosted by Korea Risk Group Executive Director Jeongmin Kim, Editor John Lee and correspondent Joon Ha Park, diving deep into the most pressing stories shaping South Korea — and dissecting the most complicated ones for professionals monitoring ROK politics, diplomacy, culture, society and technology. Uploaded every Friday. This episode was recorded on Thursday, July 24, 2025. Audio edited by Gaby Magnuson

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley sits down with Dr. Robert Brooks of RBAC to explore global natural gas and LNG markets, including U.S. export trends, Asia's rising demand, and Europe's energy challenges. We discuss geopolitical impacts, FSRUs, LNG-to-power growth in Southeast Asia, and why net-zero policies are backfiring in industrial economies. Dr. Brooks also highlights RBAC's forecasting software and long-term LNG price trends, offering sharp insight into the future of global energy.If you are in the AI, Data Center space there are a couple of key companies you need to have on your speed dial, and RBAC is one of them. Understanding the global natural gas and LNG market is crtical for your business, data center, or the use of AI. With the reports from the Department of Energy that we have talked about that power blackouts could increase 100 fold, you need to look at your power plans to keep your business running in ways we did not have to in the past. Thank you Dr. Brooks for stopping by the podcast, it was a lot of fun. - Stu. Check out RBAC here https://rbac.com/Follow Dr. Brooks on his LinkedIn here: https://www.linkedin.com/in/robert-brooks-ph-d-8081231/Highlights of the Podcast 00:00 - Intro01:15 - Strait of Hormuz & Iran's Threats01:56 - LNG Projects in the U.S. & Gulf Coast03:42 - Alaska LNG Project History06:16 - Global Energy Diplomacy08:00 - RBAC Software Overview09:40 - North America Dominates Global Production11:15 - Asia's Natural Gas Growth14:54 - Virtuous LNG Cycle in Developing Nations18:06 - FSRUs & Fast-Track LNG Infrastructure20:04 - Hawaii's Dirty Secret: Fuel Oil21:26 - Long-Term LNG Contracts & U.S. Exports22:08 - Middle East Energy Giants Go Global24:32 - Europe's Return to Fossil Pragmatism25:58 - U.S. Voters Prefer Pragmatism on Energy28:05 - Germany's Industrial Collapse30:22 - Rising EU Skepticism in Eastern Europe31:07 - China's Political Uncertainty & Trade Realignment34:56 - LNG's Global Role in Economic Alignment35:39 - Slide 35: LNG Price Forecasts37:49 - Maritime LNG Demand Trends40:02 - Geopolitical Games & Energy Metrics41:01 - Closing & Next StepsCheck out the Full Transcript and other story features on the Energy News Beat Substack https://theenergynewsbeat.substack.com/

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

 He is the Senior Director of Construction Disputes & Advisory (Delay & Quantum) at Ankura Consulting Group.He is also the author of the book Avoid Construction Disputes - 10 Principles to Collaborate Effectively to Achieve On-Time and On-Budget Project Objectives.With 16 years of experience, he specializes in investigating delay and cost-overrun disputes, and advocate passionately for the early dispute avoidance strategies.He holds a bachelor's degree in mechanical engineering and an MBA from the Bob Gaglardi School of Business & Economics at Thompson Rivers University. As a certified PMP and RMP, he has worked on projects of all sizes, including a $15 billion LNG facility.You can prevent disputes and work in harmony with your business partners, even in times of change and crisis. He is a consultant, speaker, and workshop leader, specializing in helping clients to avoid construction disputes.His book reveals 10 Principles to Collaborate Effectively to Achieve On-Time and On-Budget Project Objectives. This critically important new book pinpoints the root causes of the growing number of disputes in construction projects and shows you and your stakeholders how to prevent or resolve them.Bentil's work is a meaningful change for anyone looking to improve outcomes and foster long-term sustainability in the construction sector. He cannot emphasize enough how invaluable this book is.It is time to shift the paradigm he says. https://samuelkbentil.com/http://www.yourlotandparcel.org

In this latest podcast, from the Gas Programme, Jonathan Stern talks to Katja Yafimava, Agnieszka Ason and Mike Fulwood on their latest paper on the EU ban on Russian gas. In May 2025, the European Commission published a Roadmap outlining various measures aimed at phasing out all Russian pipeline gas and LNG imports into the […] The post OIES Podcast – The EU Proposal to Ban Russian Gas Imports appeared first on Oxford Institute for Energy Studies.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featuredSo you're saying there's a chance? A new U.S.–Japan trade agreement hits the stage, and while it's being sold as a win-win, the fine print suggests otherwise. Japan's automakers are cheering over modest 15% tariffs, while U.S. car companies watch nearly a third of their profits evaporate into tariff-induced costs—thanks to sky-high American steel prices. Add in a mysterious $550 billion Japanese investment with no clear terms and a joint LNG venture in Alaska, and you've got yourself a headline deal full of question marks. Beneficial? Maybe. Lopsided? Likely. Transparent? Not even close. www.watchdogonwallstreet.com 

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 - President Trump Announces Three New Trade Deals03:20 - Brazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude Oil06:05 - Does the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?08:10 - Global EV Market in 2025: Growth Amid Fire Risks and Insurance Challenges11:00 - Hanwha orders historic LNG carrier from US yard13:57 - Market Updates15:39 - Matador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 Guidance16:40 - EQT Reports Second Quarter 2025 Results19:07 - OutroLinks to articles discussed:President Trump Announces Three New Trade DealsBrazil Bets Against Net Zero. Yet California Doubles Down on Brazilian Crude OilDoes the Oil and Gas Industry Need $18 Trillion for Investment to Keep Prices Down?Global EV Market in 2025: Growth Amid Fire Risks and Insurance ChallengesHanwha orders historic LNG carrier from US yardMatador Resources Company Reports Second Quarter 2025 Results and Updates Full Year 2025 GuidanceEQT Reports Second Quarter 2025 Results

U.S. Makes 'Largest Trade Deal in History' With Japan; Habba Removed as U.S. Attorney for New Jersey | NTD Good MorningPresident Donald Trump is hailing a new trade deal with Japan as the largest in history, opening Japanese markets to more U.S. goods and lowering tariffs on Japanese cars. Japan is also planning to invest $550 billion in the United States and to launch a joint LNG project in Alaska. The announcement sparked a rally in Japanese stocks. The United States also reached trade deals with the Philippines and Indonesia on Tuesday, whereby Filipino goods will be charged a 19 percent tariff, but American goods zero percent.A panel of federal judges in New Jersey refused to extend the appointment of Alina Habba as U.S. Attorney for New Jersey, instead naming her deputy as a replacement. Department of Justice officials said Habba was pushed out for political reasons, as she is a former lawyer to President Donald Trump. The DOJ removed her deputy hours later. It remains unclear who will now take up the role.On Capitol Hill on Wednesday, two former ambassadors to Japan and Australia will discuss how they can better cooperate with the United States to counter the CCP's economic coercion. The three nations are working to try to reshape global trade to lessen reliance on China and maintain stability in the Indo-Pacific. The navies of the three countries recently signed a new logistics deal to streamline cooperation should a conflict break out in the Pacific. Meanwhile, the United States is pursuing trade negotiations with China next week in Sweden to discuss tariff deadlines.

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...

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner dive into the dominance of natural gas, OPEC's evolving production strategy, and the EU's 18th ineffective sanctions package against Russia. They discuss shifting LNG dynamics, U.S. deregulation efforts, and the growing geopolitical energy divide. The hosts also break down Chevron's win over Exxon in the Hess acquisition, speculate on Exxon's next M&A targets, and highlight the financial and regulatory pressures shaping 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:00:00 - Intro00:04 - Natural Gas Has Achieved Dominance and Is No Longer a Bridge Fuel02:43 - OPEC is Looking for Market Share While Playing the Long Game07:30 - EU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?11:33 - Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism' for Wind, Solar Projects17:17 - Markets Update19:01- U.S. Rig Count Up: Weekly Update and Global Overview19:26 - Frac Count Update19:31 - Chevron closes Hess acquisition after winning Exxon legal battle31:23 - OutroLinks to articles discussed:Natural Gas Has Achieved Dominance and Is No Longer a Bridge FuelOPEC is Looking for Market Share While Playing the Long GamEU Lowers Russian Oil Cap to $47.60 in New Sanctions Package, but Will It Do Anything?Trump Interior Department Moves to Dismantle ‘Regulatory Favoritism' for Wind, Solar ProjectsU.S. Rig Count Up: Weekly Update and Global OverviewChevron closes Hess acquisition after winning Exxon legal battle

In this insightful episode of the Energy Impacts podcast, David Blackmon sits down with renowned energy expert and author Dan Yergin to explore the evolving landscape of global energy. Yergin's best-selling books include “The New Map,” “The Quest,” and “The Prize.”In the fast moving 30-minute interview, Daniel and David unpack key takeaways from the recent CERAWeek conference, including the rising demand for electricity driven by AI and data centers, the U.S.'s growing influence in global LNG markets, and the strategic implications of rare earth mineral supply chains dominated by China.Yergin also discusses the urgent need for infrastructure reform, the long timelines for mining and nuclear deployment, and why the energy transition may be more of an “energy addition.” From geopolitical tensions to copper shortages, this conversation provides a comprehensive look at the forces reshaping energy policy, markets, and global power dynamics.Foreign Affairs “The Energy Transition Needs a Reality Check” op/ed by Yergin: https://www.ceraweek.com/en/news/press-releases/foreign-affairs-the-energy-transition-needs-a-reality-checkBooks by Daniel Yergin: https://www.amazon.com/Prize-Daniel-Yergin/dp/1847376460?adgrpid=186996878628&hvpone=&hvptwo=&hvadid=748008426888&hvpos=&hvnetw=g&hvrand=14490381126824490089&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9191716&hvtargid=dsa-2414841787166&hydadcr=&mcid=&hvocijid=14490381126824490089--&hvexpln=67&tag=googhydr-20&hvsb=Healthmedia_d&hvcampaign=dsadeskCERAWeek Home Page: https://www.ceraweek.com/enS&P Global Study on The Future of Copper: https://cdn.ihsmarkit.com/www/pdf/0722/The-Future-of-Copper_Full-Report_14July2022.pdfS&P Global Report on Chinese Control of Supply Chains: https://www.spglobal.com/market-intelligence/en/news-insights/research/critical-minerals-sourcing-rises-trade-troublesHighlights of the Podcast00:01 - Introduction01:21 - CERAweek Themes03:43 - U.S. LNG as a Geopolitical Power05:20 - Pipeline Infrastructure & U.S. Gas Abundance07:26 - Strait of Hormuz & Geopolitical Stakes09:16 - U.S. Global Energy Role Post-WWII11:14 - Rare Earths & Mineral Security13:33 - Copper Shortage: “Copper in the Age of AI”15:21 - U.S. Permitting Crisis18:00 - Grid Strain & Nuclear Outlook20:33 - Solar & Wind Investment Timeline22:19 - Crypto and Industrial Power Demand23:46 - Ukraine War & NATO Shifts25:42 - Defense Spending vs. Energy Transition27:07 - Energy Transition: Reality vs. Aspirations29:15 - Looking Ahead

Today we were thrilled to welcome Premier Danielle Smith of Alberta. Premier Smith was elected in October 2022 and previously served as MLA for Highwood and as Leader of the Official Opposition in Alberta's Legislative Assembly. Most recently, she was President of the Alberta Enterprise Group. Before re-entering politics, Premier Smith spent several years as a talk radio host and has a diverse background spanning media, public policy, and business. As Premier, she has prioritized economic growth, energy development, and the defense of provincial jurisdiction. It was our honor to host the Premier for an insightful conversation on recent developments in Alberta and across Canada, the future of Canadian energy, and the evolving U.S.-Canada energy partnership. In our conversation, we explore Canada's historical energy policy challenges, including tensions between federal and provincial jurisdiction over natural resources, and Alberta's vast oil and gas endowment. Premier Smith discusses shifting federal attitudes and growing recognition that national energy policy needs rebalancing and also outlines Alberta's recent legislation aimed at streamlining energy project approvals and restoring international investment confidence. We discuss the need for durable, cross-party support to ensure long-term infrastructure investment, Alberta's experience with Keystone XL, the risks posed by sudden policy reversal, and the recent surge in proposals for AI datacenters in Alberta. Premier Smith shares her perspective on the two sides of Prime Minister Carney (the pragmatic banker versus the GFANZ advocate), the history and impact of international campaigns to defund Canada's oil sands, and Alberta's “all of the above” approach to energy abundance. We examine Canada's lagging economic growth relative to other developed countries, the hope for a shift back to a growth-oriented mindset toward energy development, and the potential for U.S.-Canada pipeline collaboration, particularly if projects are structured to reduce political risk by involving U.S. companies. We cover Canada's LNG development, including the first shipment from Kitimat and growing momentum in British Columbia, Nova Scotia, and Quebec, natural gas's long-term role as both a transition and destination fuel, the importance of integrating with the U.S. pipeline network, the need to resolve U.S.-Canada tariff disputes to unlock investment and advance cross-border energy partnerships, and more. As mentioned, the letter from Canadian energy CEOs to the Prime Minister, “Build Canada Now: An Urgent Plan to Strengthen Economic Sovereignty,” is linked here. Premier Smith's list of nine priorities for Alberta presented to the Prime Minister linked here. We greatly enjoyed the discussion and appreciate Premier Smith for joining. Mike Bradley kicked off the show with commentary on U.S. markets, noting that both bond and equity markets were being negatively impacted by the rise in the 30-year bond yield above 5%. Despite June CPI printing slightly below expectations, U.S. bond yields moved higher on Tuesday. He added that June PPI, set to be reported on Wednesday, could pave the way for a rate cut at the September FOMC meeting if it too prints below expectations. On the crude oil market front, WTI price has pulled back ~$2/bbl (to $66.50/bbl) this week. Oil traders were hopeful that President Trump would impose new sanctions on Russian oil (as high as 500%), but he instead proposed a 50-day wait period before imposing a 100% sanction increase. Turning to energy equities, he highlighted that SLB will kick off Oil Services Q2 reporting on Friday, with the other Big 3 OFS names and pressure pumpers reporting

NGI's managing editor of markets, Kevin Dobbs, interviews Pinebrook Energy Advisors' Andy Huenefeld, managing partner. They delve into supplies in storage, production, weather-driven demand and export activity – with a special focus on prices in the Midwest and East. The latest U.S. Energy Information storage report showed overall inventories were 6% above the five-year average, but surpluses in the Midwest and East were notably leaner after June heat waves in those regions.  While the winter heating season is far off, natural gas storage is in a markedly different situation than last year. There are likely to be ample supplies stocked for next season, but with producers able to fast respond to cash market price signals and LNG feed gas demand bumping as export facilities ramp, Huenefeld details a dynamic season ahead.

As the UK accelerates its transition to a net-zero electricity system, the challenge of maintaining grid stability is growing. 
A key part of a balanced system is large-scale, long-duration flexibility: assets that can store energy when it's abundant and release it when it's needed most.But much of the capacity that can provide it already exists. One of the most mature and proven forms of energy storage - pumped hydro is able to deliver gigawatts of power in seconds, store energy for hours, and provide inertia and frequency response that batteries alone can't match. Despite being decades old, they remain some of the fastest, most reliable, and highest-capacity tools for balancing supply and demand. In a world aiming for net zero, understanding and upgrading these assets is no longer optional, it's essential.In this episode, Delphine Chérel-Sparham - Engie's Managing Director of Hydro UK joins Ed Porter to discuss how ENGIE is breathing new life into two of the UK's most iconic pumped storage assets: Dinorwig and Ffestiniog. Over the conversation, they discuss:
Why pumped hydro remains unmatched for long-duration storage and grid inertia.How ENGIE is modernising vast underground infrastructure.The role of fast-responding, synchronous machines in providing inertia and flexibility to the grid.How repowering legacy assets creates headroom for more renewables on the system.Delphine's engineering journey and her advice for young people considering careers in energy infrastructure.About our guestDelphine is Managing Director of ENGIE's pumped hydro business, where she leads the strategy, operations, and refurbishment of some of Europe's most iconic energy infrastructure. With over 30 years' experience in the energy sector, Delphine has worked across gas, LNG, oil, and renewables. Today, she's focused on revitalising legacy pumped hydro assets like Dinorwig and Ffestiniog, to support the evolving needs of a flexible, decarbonised grid.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work. Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.

As the UK accelerates its transition to a net-zero electricity system, the challenge of maintaining grid stability is growing. 
A key part of a balanced system is large-scale, long-duration flexibility: assets that can store energy when it's abundant and release it when it's needed most.But much of the capacity that can provide it already exists. One of the most mature and proven forms of energy storage - pumped hydro is able to deliver gigawatts of power in seconds, store energy for hours, and provide inertia and frequency response that batteries alone can't match. Despite being decades old, they remain some of the fastest, most reliable, and highest-capacity tools for balancing supply and demand. In a world aiming for net zero, understanding and upgrading these assets is no longer optional, it's essential.In this episode, Delphine Chérel-Sparham - Engie's Managing Director of Hydro UK joins Ed Porter to discuss how ENGIE is breathing new life into two of the UK's most iconic pumped storage assets: Dinorwig and Ffestiniog. Over the conversation, they discuss:
Why pumped hydro remains unmatched for long-duration storage and grid inertia.How ENGIE is modernising vast underground infrastructure.The role of fast-responding, synchronous machines in providing inertia and flexibility to the grid.How repowering legacy assets creates headroom for more renewables on the system.Delphine's engineering journey and her advice for young people considering careers in energy infrastructure.About our guestDelphine is Managing Director of ENGIE's pumped hydro business, where she leads the strategy, operations, and refurbishment of some of Europe's most iconic energy infrastructure. With over 30 years' experience in the energy sector, Delphine has worked across gas, LNG, oil, and renewables. Today, she's focused on revitalising legacy pumped hydro assets like Dinorwig and Ffestiniog, to support the evolving needs of a flexible, decarbonised grid.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work. Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how the powerful intersection of traditional energy and emerging technology are fueling the growth of AI data centers. The Permian Basin with its layered geology and massive reserves continues to attract investment as this prolific oil and natural gas region remains essential to U.S. energy independence. Despite geopolitical uncertainties and high interest rates in the United States, oil markets have proven remarkably resilient.Natural gas is quickly becoming the engine fueling the growth of AI data centers and the digital economy. From pipelines and LNG exports to the economics of co-located power generation, oil and gas aren't just legacy fuels, they're foundational to the future of automation, AI, and global prosperity.Episode Chapters0:00 Current Events Impact on Oil Markets2:59 Strategic Petroleum Reserve (SPR)4:02 Permian Basin 6:33 Global Oil Demand11:58 Natural Gas Markets 16:16 AI Data Centers22:42 Natural Gas Production and Consumption 27:10 Pipelines28:23 Geology of the Permian Basin30:25 Quarterly OutlookRecorded on Tuesday, July 1, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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,