Natural gas converted to liquid form for storage or transport
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Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
At a moment of growing tension across the Atlantic, Europe is quietly questioning one of its most critical assumptions: can it rely on the United States as a long-term energy partner?In this timely episode of Energy Vista, Leslie Palti-Guzman sits down with Marco Margheri, Chairman of the World Energy Council Italy and affiliated with ENI in Washington, DC, to unpack Europe's deepening energy anxiety and what it reveals about a rapidly shifting global order.This conversation goes beyond gas molecules. Leslie and Marco dig into: Why Europe's post-war assumptions about codependence with Russia, China, and the U.S. are no longer viable The emerging role of oil and gas companies as strategic actors in an era of geopolitical volatility Why Italy's energy diversification strategy offers lessons for the rest of Europe How the U.S.–China AI and energy race is reordering global priorities, faster than Europe may realizeCandid, thoughtful, and unscripted, this episode is a must-listen for anyone trying to understand where European energy security is heading and whether the transatlantic relationship can adapt.
The natural gas market is evolving faster than the pipes can keep up, creating a high-stakes environment where infrastructure is king. Jay Bhatty, founder of NatGasHub.com and author of Nat Gas Million$: Insider Secrets To Striking It Rich, joins NGI's Chris Lenton and senior editor Andrew Baker to pull back the curtain on the world of energy trading and the "unsung heroes" of gas scheduling. Bhatty breaks down how the disconnect between surging demand, driven by LNG exports and the data center boom, as well as how limited pipeline capacity is creating massive opportunities for those who control firm transport and storage. The discussion dives into the current winter outlook, encompassing how early-season volatility and potential "fireworks" in pipeline-constrained regions like the Northeast could trigger major price dislocations. Bhatty also shares strategic insights from his career on the trading floor, explaining the shift from traditional market drivers to a new era defined by high-flexibility storage and structural demand growth. As the market braces for the next major cold snap, Bhatty provides a roadmap for navigating a volatile commodity landscape where physical delivery is becoming the ultimate competitive advantage.
What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas and the challenge that presents to traders and investors alike. Why was 2025 such a difficult year for traders? And what are the most consequential stories in natural gas for 2026? H Returning to the show is Anne-Sophie Corbeau, Global Research Scholar at the Center for Global Energy Policy.
It was an honor to welcome David MacNaughton, Strategic Advisor at CIBC and former Canadian Ambassador to the United States. David joined CIBC earlier in January (press release linked here) and will provide insights to senior business leaders across public policy, regulatory developments, global trade, and stakeholder relations. David served as Canada's Ambassador to the U.S. from 2016 to 2019, a pivotal period that included the renegotiation of NAFTA. Earlier in his career, David served as Chairman of StrategyCorp and as a Senior Advisor to CIBC Capital Markets, and he previously served as President of Palantir Canada. He is a seasoned entrepreneur and political strategist, having founded and built multiple public affairs and advisory firms. We were thrilled to host David ahead of CIBC's Annual Institutional Investor Conference taking place this week in Whistler and to hear his perspective on the evolving dynamics shaping the U.S.-Canada relationship. In our conversation, we discuss David's experience spanning business and government, the highly dynamic geopolitical environment, the need for renewed public-private collaboration, and why politics feel increasingly interventionist today, with populist pressure pushing governments toward protectionism and isolationism. We explore the implications of AI-driven white-collar job disruption, why businesses must treat geopolitics and public policy as core risk drivers, Canada's role in AI innovation and adoption, and how Canada is rebalancing its resource economy amid global energy and trade shifts. David shares his perspective on Canada's prior reluctance to embrace LNG exports and its renewed push to be an “energy superpower,” how to interpret volatility from the Trump Administration, and how tariffs have strained, but not broken, the U.S.-Canada relationship, highlighting the importance of the integrated North American energy system and the need for Canada to diversify markets. We discuss how David's Strategic Advisor role will help clients think about using government support appropriately, his cautious optimism on recent geopolitical shifts, and why maintaining dialogue among allies matters, as misinterpretation and retreating into corners can quickly spiral into escalation. It was a broad-based discussion and we're thankful to David for sharing his time and unique insights. Mike Bradley opened the show by noting that the 10-year U.S. bond yield had spiked to ~4.3% amid concerns that Europeans could sell U.S. Treasuries in response to President Trump's Greenland overtures, as well as growing questions about what a spike in Japanese bond yields might mean for global bond yields. Consensus appears firmly in the camp that the Fed will not cut interest rates at the January 28 FOMC meeting. In the broader equity market, the S&P 500 was down modestly (~0.5%) over the last week, with cyclical sectors (Energy and Industrials) leading and Financials lagging. In energy commodities, WTI price appears to have stabilized at ~$60/bbl. U.S. natural gas price recently spiked ~$0.80/MMBtu (to ~$4.00/MMBtu) due to an Arctic blast forecast in the weeks ahead. On the energy news front, Q4 earnings season begins this week with Halliburton and SLB reporting. Discussion on those calls is likely to be dominated by 1H26 international oil spending trends. Mike also noted Mitsubishi Corp's $5.2 billion deal to acquire Aethon Energy, and his expectation for many more deals across the energy value chain in 2026. He ended by highlighting that President Trump, along with a handful of Northeast governors, are asking PJM Interconnection to hold an emergency energy auction that would allow Big Tech companies to bid on 15-year contracts to supply ~$15 billion of new power plants. IPP equities were the most negatively impacted by this proposal late last week.
Mexico's still-rising demand for U.S.-sourced natural gas — and new pipelines to deliver it — has been driven by the buildout of new power plants and, more recently, by planned LNG exports. Today, we discuss more private-sector midstreamers and the new gas demand that may bring them new opportunities.
This week on the podcast, we welcome back Rob West, founder and CEO of Thunder Said Energy. Founded in 2019, the firm provides research that helps decision-makers identify energy opportunities. Based in Estonia, nine time zones away, Rob is an exceptionally productive energy expert whose work spans a wide range of topics. We begin by walking through Rob's Top Ten Themes for Energy in 2026, including the continued steady growth in global oil demand, a waning focus on net zero, EVs, and decarbonization. With that lens, we also discuss Canada's Pathways carbon capture and storage (CCS) project. Rob then shares his bullish outlook for LNG demand growth, with positive implications for Canada's aspiration to grow LNG exports. Rob also argues that there is a growing investment case for grid-enhancing technologies to increase the utilization of existing infrastructure and meet rising electricity loads. We also touch on the outlook for copper demand driven by electrification, robotics, and AI data centers, as well as Rob's expectations for electricity load growth, which are more conservative than some other forecasts. Finally, Rob and Jackie revisit Jackie's “doomsday” scenario: what it would actually cost to back up her home during an extended power outage, comparing options such as using stored power from an electric vehicle, a home battery, and a natural gas generator. Content referenced on this podcast:Sign up for Rob's daily note at his website, https://thundersaidenergy.com/ Ten Themes for Energy in 2026 from Thunder Said Energy (January 1, 2026) Rob's video: US load growth: unpopular opinions (September 3, 2025) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Marta Jewson on one year of Act 246, the Louisiana law that locked up life-saving maternal medication. Elise Plunk on a suspended LNG permit that was reissued in Cameron Parish. [...] Read More... from Emboldened: LA lawmakers ask FDA to restrict abortion meds nationally The post Emboldened: LA lawmakers ask FDA to restrict abortion meds nationally appeared first on The Lens.
We're joined by Tom Elliott, the founder of Hotspur Helium, who holds the largest multinational primary helium portfolio globally. We discuss what Hotspur Helium is building and the ambition behind the company, before stepping back to look at why helium has become such a compelling focus for investors and operators alike. Tom shares insight into the critical uses of helium — from healthcare and advanced manufacturing to space and technology, and the demand trends reshaping the global supply landscape. We also discuss how Hotspur Helium thinks about where to operate globally, what differentiates the company in an increasingly competitive space, and where it currently sits in its growth journey. Finally, we dive into the commercial realities of helium projects, including off-take interest, project economics, payback potential, and what the outlook looks like over the coming years. This is a practical, forward-looking conversation about a niche commodity that plays an outsized role in modern industry, and how Hotspur Helium is positioning itself within that opportunity KEY TAKEAWAYS Hotspur Helium differentiates itself by targeting "elephant" prospects—large-scale deposits (at least 5 BCF of recoverable helium) in the Middle East and Southern Africa, rather than the smaller pockets often found in North America. While 95% of global helium is currently a byproduct of the oil and gas industry, Hotspur is focused on "primary helium" exploration. This ensures a stable supply that isn't subject to the volatility of LNG market prices. Helium is irreplaceable in high-growth sectors, specifically semiconductor manufacturing, MRI scanners, and space exploration. Each SpaceX launch, for instance, consumes roughly 6% of daily global helium production. Since its founding in 2024, the company has acquired 20,000 square kilometres of acreage. They aim to finalise surface exploration in 2026, begin drilling in 2028, and bring the first helium online by 2030. BEST MOMENTS "Hotspur Helium... holds the largest multinational primary helium portfolio globally." "Someone said to me the other day, 'Oh, so you're elephant hunting.' And that's essentially what we're doing... we're the first people through the door and we're able to acquire the best acreage." "Right now, is helium the tail on the dog or is it the flea on the end of the tail of the dog? Right now, given the size of the LNG industry, it's pretty small... " "It's an extremely lucrative commodity... worth something like 200 to 300 times that of natural gas” GUEST RESOURCES Web: www.hotspurhelium.com Email: info@hotspurhelium.com LinkedIn (Hotspur): https://www.linkedin.com/company/hotspurhelium/ LinkedIn (TE): https://www.linkedin.com/in/tom-elliott-230731316 VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
What is the future of commodity trading? Is volatility here to stay and thus the profit pools available continue to grow? What will the market structure look like in 10 years and who will be the privileged few that have built, or are building, commodity trading platforms to be able to capture that future? What will that future look like? Who will participate and which category of participant will have the greatest market share? And what will the teams and skill sets and people look like participating in that world? Our guest is Roland Rechsteiner, partner at McKinsey and the global head of their commodity trading and risk practice.
Liquified natural gas (LNG) occupies an essential role in the energy transition, and integrated digital solutions--from process technology through advanced control and cybersecurity--are essential to optimizing its production while also minimizing its carbon footprint. In this Solutions Spotlight podcast, Control's Keith Larson talks with Srikanth Venkat, director of consulting for Honeywell Connected Industrials, about industry's transition from isolated point solutions to a comprehensive digital approach.
Join four of the industry's most seasoned veterans as they swap "war stories" from the field and reveal the critical maintenance habits that separate profitable contractors from the rest. On this episode of the R-Value Podcast, IDI expert Ken Allison interviews IDI's Senior Spray Foam Technicians: Frank, Matt, Ted, and Jamie. The conversation begins with a look back at how each technician found their way into the spray foam world, often by necessity rather than design. From insulating massive LNG tanks on barges to spraying television and movie sets for Black Panther 2 and Stranger Things, the group shares their most unique and challenging projects. They also highlight innovative field hacks they have witnessed, such as using landscape fabric for backing or employing exoskeletons to reduce physical strain and injury risk. Moving beyond stories, the technicians offer crucial advice on equipment longevity, emphasizing that pre-maintenance is the key to minimizing downtime. They discuss the common friction points between prideful sprayers and technicians trying to help, urging contractors to put ego aside for the sake of better yield and equipment health. Finally, they close with an important look at safety, stressing the importance of respirators and fresh air systems to protect against irreversible long-term health effects. Inside this episode... 00:01:35 – How Frank and the team found themselves in the spray foam industry. 00:10:10 – The coolest and oddest jobs: From LNG barge tanks to active paper mills and movie sets. 00:19:14 – Job site innovations: Landscape fabric backing and the potential of exoskeletons. 00:26:40 – Nightmare rigs: Walking away from equipment buried in mounds of ISO. 00:41:53 – Repetitive advice: Pre-maintenance, checking the gun, and monitoring chemical temperatures. 00:59:15 – The most critical advice for the next generation: Respirators and lung safety.
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this episode of Energy Vista, Leslie Palti-Guzman sits down with Geoffrey Pyatt, former US Assistant Secretary of State for Energy Resources and former Ambassador to Greece and Ukraine, for a candid conversation on the new energy geopolitics of the Eastern Mediterranean.Why is Greece emerging as a strategic energy gateway linking the Levant, the Middle East, North Africa, the Balkans, the Black Sea, and Ukraine? How does LNG, power interconnection, and infrastructure investment reshape Europe's security after Russia's invasion of Ukraine? And why does the future of the region hinge not only on gas molecules, but also on electrons, transmission lines, and diplomacy?We unpack the momentum behind East Med cooperation, from Israel–Egypt gas ties to undersea electricity interconnectors, and tackle the hard questions:Can energy cooperation really stabilize historically tense regions? Who could disrupt this fragile alignment? And how should Europe and the US think about Turkey, Qatar, and the shifting balance of power across the Eastern Mediterranean?A must-listen conversation at the intersection of energy, strategy, and transatlantic geopolitics.
Liberty Dispatch ~ January 10, 2026In this episode of Liberty Dispatch, host Matthew Hallick breaks down the recent American strike on Venezuela and the subsequent extradition of President Nicolás Maduro.Is it unprecedented? Is it a violation of “International law”? Or is it congruent with longstanding American foreign policy dating back over a century? What does it mean for geopolitics? Are we entering a New Cold War? And… what does it all mean for Canada? For full access to all our content, including the extended interviews, become a paid subscriber at: https://ldcanada.substack.com. Opening & Intro (00:00–00:44)Welcome & Introduction (00:44–01:49)AD: Rocklinc Investment Partners (01:49–02:59)– Invest with Rocklinc: info@rocklinc.com or call them at 905-631-5462;Segment 1 - NEWS: American Military Action in Venezuela (02:59–05:23):Segment 2 - The World’s Response (05:23–12:20):Segment 3 - Longstanding American Foreign Policy vs. International Law (12:20–27:10):AD: Bull Bitcoin (27:10–28:47)– https://mission.bullbitcoin.com/dispatch;Segment 4 - The “Pax Americana,” The Marshall Plan & Foreign Policy Hypocrisy (28:47–44:22):Segment 5 - Venezuela: A Failed Narco-State, Corruptocracy is a Threat to U.S. Security (44:22–51:30):Segment 6 - A New World Order (51:30–56:00):Segment 7 - The Canadian Implications (56:00–57:45):Conclusion: A New Cold War (57:45 –01:02:21)Outro (01:02:21–01:02:56)Source Citations:AP News: “Trump says U.S. will run Venezuela…”: https://apnews.com/article/e62f2c0d48bd3214529960c6edf6e753?utm_source=chatgpt.com The Guardian: UN condemnation of U.S. action: https://www.theguardian.com/world/2026/jan/05/un-security-council-trump-attack-venezuela?utm_source=chatgpt.com Washington Post: Senate advances bill to restrict military action: https://www.washingtonpost.com/national-security/2026/01/08/senate-venezuela-war-powers-trump/?utm_source=chatgpt.com Time (Reuters/AP): U.S. seizes Venezuelan oil tankers: https://time.com/7344992/oil-tanker-venezuela/?utm_source=chatgpt.com National Archives — Monroe Doctrine (1823): https://www.archives.gov/milestone-documents/monroe-doctrine?utm_source=chatgpt.com State Dept — Roosevelt Corollary: https://history.state.gov/milestones/1899-1913/roosevelt-corollary?utm_source=chatgpt.com National Archives — Marshall Plan: https://www.archives.gov/milestone-documents/marshall-plan?utm_source=chatgpt.com NATO — Founding Treaty: https://www.nato.int/cps/en/natohq/official_texts_17120.htm Reuters — Trump warns BRICS nations on tariffs: https://www.reuters.com/world/trump-warns-brics-nations-could-face-100-tariffs-2025-02-13/?utm_source=chatgpt.com Government of Canada — Oil sands overview: https://natural-resources.canada.ca/energy/energy-sources-distribution/oil-sands/18085 Government of Canada — LNG facts: https://natural-resources.canada.ca/energy/energy-sources-distribution/liquefied-natural-gas/5859 EIA — Canada–U.S. Energy Trade: https://www.eia.gov/international/analysis/country/CAN Fraser Institute — Barriers to Canadian energy development: https://www.fraserinstitute.org/studies/barriers-to-oil-and-gas-investment-in-canadaSHOW SPONSORS:New Sponsor! Genesis Gold Group: https://bibleandgold.com; Invest with Rocklinc: info@rocklinc.com or call them at 905-631-5462; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS:LIBERTY DISPATCH PODCAST:https://libertydispatch.podbean.com;https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD:Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!
Die Europäische Union will spätestens im Jahr 2027 vollständig aus bestehenden Lieferverträgen für russisches LNG aussteigen. Die Importmengen aus Russland sind zuletzt jedoch weiter gestiegen. Neben wirtschaftlichen Faktoren spielen dabei auch logistische Vorteile sowie langfristige Verträge eine entscheidende Rolle.
The new year has only just begun, and already we have seen an event with massive significance for the world of energy. The US operation to remove Venezuelan President Nicolás Maduro opens a new era for a country that holds – according to some definitions – the world's largest oil reserves.So far there has been little impact on oil markets. But what are the implications going to be for energy in the months and years to come? To discuss how this volatile situation might evolve, host Ed Crooks is joined by regular guest Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and an expert on oil earlier in her career. History never repeats itself, the saying goes, but sometimes it rhymes. Amy draws a parallel between Venezuela today, and Iraq after the US-led invasion and the overthrow of Saddam Hussein in 2003. There are some similarities in the position of the two oil-rich countries, which were both dragged down by mismanagement and sanctions. But Amy argues that Venezuela's oil system is in far worse shape, with looted equipment, chronic power and fuel shortages, and damage that may not be reversible.Melissa Lott, another Energy Gang regular, also joins the show, and raises the question of what regime change in Venezuela might mean for the energy transition. Melissa is a partner at Microsoft, but appearing on the show in her usual role as an independent commentator and energy expert. Then it's on to the other places, people and technologies that are likely to make a big impact on energy this year. Ed is watching the Gulf Coast buildout of new liquefied natural gas (LNG) plants. It is a boom so big that Wood Mackenzie expects US LNG exports to roughly double from 2023 levels by around 2030, with more growth beyond.The gang assesses the likely consequences of surging LNG supplies: downward pressure on global gas prices, and potential financial strain for exporters. There is also the possibility that a peace deal in Ukraine could make the oversupply even worse, by allowing more Russian gas to flow west into European markets. Next up, it's people to watch in 2026. Melissa names the US energy secretary Chris Wright, and Ed picks new FERC chairman Laura Swett. As the US power grid, and its energy system more generally, face mounting challenges because of the growth in data centers needed for AI, effective policy and regulation will be critical. Amy chooses China's President Xi Jinping: the country's next five-year plan could reshape the global competition for energy dominance.On technologies to watch, battery storage is a hot topic. Melissa and Ed discuss the supply chains needed to meet growing demand, and innovative products such as Form Energy's iron-air batteries, which are being deployed in a first-ever commercial project that will be fully operational this year. Amy's choice is humanoid robots. They're expensive and still imperfect, but are they going to rule the future? They are already being trialled for repetitive factory tasks. Amy says her Roomba can't cope with a spilt bowl of cereal. But will new flexible AI-guided robots be able to do the job properly?Follow the show so you don't miss an episode this year – it's going to be a busy one.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
All roads lead to Louisiana in the natural gas market, and those roads have become increasingly crowded as LNG demand sucks in gas from other states. Today, we discuss Boardwalk's Kosci Junction project and how it will impact the gas market in Louisiana, Mississippi and beyond.
In this strategic outlook for the year ahead, NGI's Christopher Lenton, managing editor of Mexico, and Patrick Rau, senior vice president of research and analysis, sit down to discuss the natural gas market in a shifting supply landscape. While industry sentiment is overwhelmingly bullish, the discussion explores a critical tension: Can a 6% Henry Hub price premium survive the current storage surplus on top of the unpredictability of winter weather? From the massive growth in LNG exports to the regulatory hurdles facing data center expansion, the conversation delves into whether North American producers can ramp up production in time to meet the 4 Bcf/d demand surge projected for the coming year.
Today we had the pleasure of welcoming back Rob West, Founder and Lead Analyst at Thunder Said Energy, continuing our tradition of kicking off the year with his perspectives. Rob has joined us on COBT six times in our history and has earned the honor of holding the lead-off spot in 2022, 2024, 2025, and now 2026. He is a long-time energy analyst and provides unique, thought-provoking, and economic-driven insights into energy research and technologies. Rob launched Thunder Said in 2019 and previously served at Sanford C. Bernstein and Partners Capital. Based in Estonia, he brings a valuable global lens to the energy landscape. One of Veriten's highlights from 2025 was having Rob join the firm as a Senior Advisor. We were delighted to visit with Rob to reflect on 2025 and explore what the future might hold for energy in 2026. In our conversation, Rob reflects on the shift in the dominant energy-market narrative from net zero and the energy transition (2021 – 2023), to geopolitical security post Russia-Ukraine, and now overwhelmingly toward AI and power demand. We discuss the outlook for sharply higher global defense spending by 2030 and its potential benefits to infrastructure, industry, AI, smart grids, and competitiveness. Rob outlines a broader recalibration of energy “truths” entering 2026 including solar growth potentially flattening, EV growth slowing or declining, the LNG glut narrative being questioned, and oil demand continuing to grow at roughly ~+1 MMbbl/d per year. Rob shares his outlook on global LNG, highlighting a wave of new supply that is frequently delayed, Russian LNG logistics constraints, Australia's domestic market interventions, and how policy changes in the U.S. and China are contributing to slower EV sales. We explore whether rising marginal coal mining costs in China could translate into higher Chinese power prices, China's energy strategy and diversification, and the copper outlook, including potential demand headwinds if solar and EV growth slows in 2026, alongside the importance of “primary analysis.” Rob highlights why flexible grids and better utilization are the biggest levers to reducing power system costs and explains his rationale for a more cautious U.S. shale outlook, remarking that oil markets are now influenced less by OPEC policy and more by U.S. foreign policy pressure. We closed by asking Rob for his biggest wildcard for 2026, which he identified as a collapse/fracturing of Russia as a state, with major implications for resource markets and control of assets. It was an insightful discussion and we can't thank Rob enough for sharing his time and thoughts with us. Mike Bradley and Arjun Murti both joined from the Goldman Sachs Energy, CleanTech & Utilities Conference in Miami. Mike opened by emphasizing that two of the major market themes in 2025 were AI/data center and electricity demand growth. He noted that most investors still believe these two themes will continue to resonate in 2026, and will probably need to, especially at current valuations. On the energy commodity front, WTI oil price is up ~2% so far this year, while U.S. natural gas price is down ~8% on a warmer weather outlook. Across broader equities, the S&P 500 is up ~1% this year while the DJIA is up ~2%. The best performing sectors so far this year have been energy, financial, industrial, and materials, while the underperformers have been technology and telecom. On the energy equity front, he noted that last weekend's events in Venezuela have lifted (materially in some cases) shares of U.S. oil majors, large-cap international oil services and Gulf Coast refiners, while E&Ps have been the underperformers. The wide divergence in energy equity performance this week is mostly due to optimism of an infrastructure/oil services/oil production revival in Venezuela which may be premature. He added that hedge funds could be a culprit for these outsized moves mostly because they weren't positi
In Episode 533 of District of Conservation, Gabriella discusses some breaking energy and conservation news: the untimely death of Congressional Western Caucus Chair and Congressman Doug LaMalfa, the future of energy production and conservation efforts in Venezuela, and America250 celebrations on public lands -- including the recent Illumination of America display on the Washington Monument. Tune in to learn more!SHOW NOTESSpeaker Johnson Statement on Life and Legacy of Rep. Doug LaMalfaLummis' Statement on the Sudden Death of Congressional Western Caucus Chair Doug LaMalfaRep. LaMalfa Supports Measure to Protect Hunting and Fishing on Public LandsVenezuela's fall echoes Berlin Wall collapse, says expert whose parents fled Soviet UnionWhy Maduro's ouster will have 'limited' impact on gas prices as they sink to near 5-year lowTrump administration launches new bid to pressure US oil companies on VenezuelaUS sets new LNG export records in banner year marked by new capacityVenezuela's hungry hunt wildlife, zoo animals, as economic crisis growsVenezuela crisis: Zoo animals stolen and eaten amid food shortagesVenezuela BiodiversityAs Venezuela's crisis rolls on, its wildlife is increasingly at riskFreedom250 & National EventsAmerica250Thousands show up for light show to commemorate America's 250th birthday at Washington Monument
In this episode of the Pipeliners Podcast, Russel Treat is joined by returning guest Mark LaCour for a wide-ranging discussion on what the pipeline industry may face in 2026. Together, they reflect on prior-year predictions before exploring forward-looking themes such as infrastructure investment, LNG expansion, workforce constraints, data and digitalization, and the evolving role of AI and emerging energy technologies. The conversation offers a strategic, big-picture look at where global pipeline markets may be headed and the forces shaping future development. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.
問：根據洛伊研究所（Lowy Institute）的亞洲權力指數，目前的亞洲權力格局呈現什麼狀態？答：亞洲地區目前只有兩個「超級大國」（Superpowers），分別是排名第一的美國（80.5分）和排名第二的中國（73.7分）。印度雖然得分剛好達到40分，被歸類為「主要力量」（Major Power），但其影響力主要體現在龐大的人口基數及海外移民社群（如加拿大、澳洲）的增長。日本與澳洲則屬於「中等權力」（Middle Power）國家，分別在區域內發揮關鍵的戰略與經濟影響力。問：為何日本在經歷「迷失三十年」後，其對亞洲的影響力依然不容忽視？答：日本雖然在90年代經歷泡沫爆破，但它比其他國家更早進入「後資本主義社會」模式，面對人口高齡化與金融體系調整。日本透過強大的軟實力（如動漫文化、諾貝爾獎科研成果）以及海外投資維持影響力。此外，日本企業具有極長的歷史與法人概念，展現出極強的文化適應力與融合能力，使其在經濟與文明發展水平上仍處於亞洲領先地位。問：澳洲與日本目前的戰略合作關係涵蓋哪些範疇？ 答：兩國已超越單純的貿易夥伴關係，發展成為「特別戰略夥伴」。在國防方面，雙方進行F-35戰機部署輪換及參與聯合軍演；在外交上強調民主、人權與自由貿易的共同價值。在經濟層面，雙方正致力於建立穩定的供應鏈，特別是在能源轉型與關鍵礦物資源的開發上進行深度合作。問：為何日本在能源轉型上傾向依賴澳洲的液化天然氣（LNG）與氫能，而非全面轉向太陽能？答：受限於地理緯度與氣候（如降雪），日本發展太陽能的先天條件不足。同時，由於福島事故後對核能的卻步，日本必須尋求穩定的替代能源。澳洲擁有豐富的天然資源，能提供日本急需的液化天然氣作為過渡能源，並合作開發氫能供應鏈。這使得澳洲成為日本能源安全的重要保障。問：從環保與能源效率的角度來看，為何日本車廠（如豐田）主力發展混能車（Hybrid）而非純電動車（EV）？答：電動車的環保效益取決於電力的來源。在許多亞洲國家（如印尼），電力主要來自燃煤發電，使用電動車僅是將碳排放轉移至發電廠。加上日本地理環境對充電設施的限制及防災考量，發展混能車或氫燃料電池車（Fuel Cell）被視為更符合當地能源結構與實際效益的策略。問：冷戰2.0 的經濟特徵是什麼？這如何影響全球供應鏈？答：冷戰2.0 的特徵在於兩種截然不同的經濟作業模式並存：一方主張自由貿易、資金流動與創新風險承擔（以美國為首）；另一方則強調低成本、大規模生產與效率（以中國為首）。這導致全球供應鏈不再單純依據比較優勢分配，而是涉及智慧財產權保護與價值鏈的重新整合，科技與資本的競爭日益集中於美中兩國。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe
Send us a textMaduro's capture and why it needed to happen, Tim Walz drops out, California under investigation for fraud, Mark Kelly is in trouble, Trans attack on VP Vance, J6 anniversary, Hilton denies ICE, Bongino coming in hot, record LNG, Vax schedule reduced. Support the showWatch the full episode at Rumble.com/TheIkeWingateShowFollow us here:Facebook PageInstagramTwitterTikTokTruth Social
Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy transition… and then publicly roast themselves for last year's bad calls.Before unleashing our 2026 Predictions, we do a mandatory rewind to the crystal-ball disasters of 2025: The 2025 prophecy graveyard:US oil production down in 2025 (MB — bold, brave… wrong)Oil at $40/bbl in 2025 (GR — oof)Geopolitics + broken supply chains + energy chaos = a better, more innovative world (LS — still hoping)A bloodbath for hydrogen in transportation (MB — disturbingly accurate)Record installs: Solar 700GW, EVs 20m, Batteries 200GWh (spot on)The death of all things labelled ESG, Climate, and Carbon (LS — prematurely optimistic)Scorecard: Gerard absolutely nailed Silver: from $30/oz to $60/oz in 18 months. BP technically survived 2025… but welcomed a new CEO, so partial credit at best.Michael wins overall, which he will remind us of repeatedly. After heroic levels of co-host sabotage, Laurent loses again, as is now canon.Our 2026 Predictions:
In Episode 121, hosts Ray Powell and Jim Carouso welcome Craig Singleton, Senior Fellow at the Foundation for Defense of Democracies and former US diplomat, to examine Taiwan's critical energy vulnerability and China's gray zone coercion strategies. Singleton, co-author of FDD's recent report “Maritime Protection of Taiwan's Energy Vulnerability,” reveals how Taiwan's mere 10-day supply of liquefied natural gas (LNG) creates an Achilles heel Beijing could exploit without firing a shot - and why semiconductor supply chains, global economies, and US deterrence strategy all hang in the balance.Taiwan's Energy Crisis: 10 Days to DisasterTaiwan imports 90% of its energy, with over half arriving by sea as LNG from suppliers who may be susceptible to PRC coercion. Through extensive war gaming featuring participants from Taiwan's National Security Council, Japan, Australia and former Trump administration officials including Matt Pottinger, Singleton's team discovered Taiwan would face “Sophie's Choice” dilemmas within two weeks of a Chinese quarantine. The scenario revealed that energy companies would be pressured to comply with new and onerous requirements, while diplomatic pressure to reduce just one LNG shipment per week could trigger cascading blackouts and force Taiwan to choose between powering hospitals or semiconductor fabrication plants.Quarantine vs. Blockade: The Gray Zone AdvantageSingleton explains the critical distinction between blockades - which carry international legal consequences and can activate UN responses - and quarantines, which exist in “squishy” legal territory that China deliberately exploits. During war gaming, Singleton playing Xi Jinping accomplished every objective without triggering US red lines by characterizing aggressive actions as “safety inspections” and “counter-piracy operations,” language already familiar from South China Sea operations. This asymmetric approach keeps American responses in “off” mode while systematically degrading Taiwan's resilience through political warfare and disinformation campaigns.Semiconductor Leverage and Allied ResponseWhen Taiwan's war game participants announced they would cut power to TSMC to force international intervention, it represented a mic-drop moment - Taiwan exercising agency by threatening global semiconductor supply chains. The scenario exposed uncomfortable truths about allied commitment, with Japan able to weather the crisis due to substantial LNG reserves, while Australia's involvement remained uncertain despite AUKUS commitments. Singleton argues classic deterrence models map poorly onto gray zone operations, and reestablishing deterrence after allowing coercion to proceed requires “outsized” responses that current political will may not support.Solutions: From LNG Diversification to Nuclear ReactorsSingleton advocates for increased US LNG exports to Taiwan, enhanced energy storage through hardened mountain facilities and floating terminals, and reconsideration of small modular reactors (SMRs) at key government and military sites - potentially creating a deterrent effect against Chinese targeting due to nuclear fallout risks. The 2025 National Defense Authorization Act's increase from $300 million to $1 billion in foreign military financing for Taiwan represents progress, but energy resilience remains the critical vulnerability China will exploit.
There are at least a couple of clear trends in upstream-sector M&A. One is that E&Ps continue to zero in on the basins where they see the most promise, and to divest non-core assets. Another is that the ramp-up in LNG exports is spurring heightened interest in acreage and production targeting that market.
This Weekend's Show we are replaying two big-picture conversations from earlier in the week. Craig Hemke explains why this metals run looks structural (not just momentum), while Dan Steffens lays out how a “glut” narrative in oil could flip, at the same time LNG-driven natural gas demand tightens and energy stocks offer dividends, buybacks, and M&A-driven upside. Segment 1 & 2 - Craig Hemke, founder and editor of TF Metals Report, joins the KE Report to recap an extraordinary year for gold and silver, explaining the structural forces behind record-high prices, why mining shares remain undervalued, and what macro signals - like central bank policy and yield-curve control - could drive the next phase of the precious-metals bull market into 2026. Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/ Segment 3 & 4 - Dan Steffens, President of Energy Prospectus Group, joins the KE Report to share his outlook for oil and natural gas heading into 2026, including why modestly higher prices could still drive strong cash flow for producers. He also highlights standout large-cap, mid-cap, dividend, and royalty stocks, discusses M&A opportunities, and explains how he balances income, growth, and risk across his energy portfolios. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/ If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.
Active Management's Edge in Fixed IncomePassive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Dive into this packed League of Legends talk show as Thorin and Nymaera break down the first looks at BLG and LNG in the Demacia Cup, BLG's new roster with Xun and Viper, and what it all might mean for the LPL 2025 season. They also explore how meta picks like Maokai jungle and Aphelios vs. Xayah are shaping early-game dynamics, team vibes, and playoff potential in China's top-tier League ecosystem. Then the episode pivots hard into Europe: the controversial BDS → Shifters rebrand, its mocked logo and name, and a disastrous meme tweet that turned a flat launch into a PR crisis. The hosts discuss the broader decline of creative opportunities in the EU scene, the cancellation of the LEC's flagship podcast EUphoria, and why losing high-quality Riot-produced shoulder content hurts narrative building, talent, and fans across the ecosystem. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money! Go to https://RocketMoney.com/LFN today. Head to https://DRINKAG1.com/SUMMONING you'll get the welcome kit, a Morning Person hat, a bottle of Vitamin D3+K2, a AG1 Flavor Sampler and you'll get to try their new sleep supplement AGZ for free. Eat smart at https://FactorMeals.com/lfn50off and use code lfn50off to get 50% off your first box, plus Free Breakfast for 1 Year. Sign up for your one-dollar-per-month trial and start selling today at https://SHOPIFY.com/summoning Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what's really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift. If you're looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch. 0:00 - INTRO 0:56 - Dollar Pessimism is Everywhere 3:32 - Why the Dollar Loses Purchasing Power: Inflation 5:08 - How Reserve Currencies Work - Why the Dollar is the Global Reserve Currency 6:30 - Why Oil is Priced in Dollars 9:07 - Reserve Currency Storage - Rule of Law & Liquidity Stability; effects of Euro Conversion on Reserves 11:10 - Ronald Regan clip, "Mr. Gorbachev, tear down this wall" 13:00 - Why the Dollar needs not be too strong or too weak (Chart - US Dollar Index) 16:00 - The Debt based monetary system 16:42 - The Carry Trade 19:59 - The Dollar Milkshake Theory - 21:00 - What a Falling Dollar would indicate 22:00 - The Impact of Where Money is Being Spent for AI Buildout - the multiplier effect; will this attract more foreign capital into the US? 25:11 - AI is transformational - Separation of East from West is happening; outcome is existential to the US 26:22 - The Office of Strategic Capital - 27:07 - The Race to Win AI - leadership in the global economy 28:53 - Two hang ups - Power generation/transmission grid 29:46 - Looking for the investing tailwinds 31:23 - The Fed's Return to QE 35:08 - Stablecoin vs Bitcoin - Digital Token, linked to a specific asset or commodity; Bitcoin which suffers from volatility 38:14 - The Genius Act - official blessing of Stablecoin; geopolitical implications 39:24 - The potential to become a new Eurodollar market - the importance of sovereignty for a nation 42:58 - Using Money as a weapon 44:46 - Stablecoin Implications for Investors - impact on Treasuries 47:14 - Currency Manipulation - China vs U.S. 50:30 - AI is overpriced - Looking ahead: short term cautious; buy the dip; Energy assets, including nuclear; critical minerals are national security implications 52:08 - Precious Metals outlook: If you own them, don't sell them; 53:40 - Opportunity in Energy Sector; Will VanLowe/Quantum - Energy Demand vs available supply imbalance 54:34 - The LNG supply gap solution 56:25 - How to Find Brent Johnson Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Brent Johnson, CEO, Santiago Capital, Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=QYUME1I-SDg&list=PLVT8LcWPeAug2oeXwuQUeSf8Hd6AFR5O9&index=4 ------- Our Previous show, "Bear Markets Are a Good Thing," is here: https://www.youtube.com/watch?v=bdlhQgMthW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Articles Mentioned in Today's Show: "QE Is Coming: The 2008 Roots Of Fed Dominance" https://realinvestmentadvice.com/resources/blog/qe-is-coming-the-2008-roots-of-fed-dominance/ -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BrentJohnson #USDollar #AIInvesting #GlobalMacro #FinancialMarkets
For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025. Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted's year of pain — contrasted with the blazing global boom in battery deployment all over the world, up a staggering 50% year-on-year.The AI & Datacenter Surge: An extraordinary rise… but how much of it is grounded in facts, and how much is built on faith?Scandals & Disgraces: From the SMR pump-and-dump circus to Venture Global's LNG “ghosts ships,” and of course the Tony Blair report debacle — 2025 delivered drama.Innovations That Actually Mattered: V2G is born thanks to Octopus and BYD and ever larger LFP form factors are reshaping storage — real progress amid the noise.Quotes of the Year: A remarkable harvest of sharp insights capturing the zeitgeist… and, inevitably, a mountain of nonsense worth calling out.To all our listeners: Merry Christmas, Happy New Year, and thank you for riding through 2025 with us.We'll be back in early January with our Predictions episode — always a very popular one.
As the new year dawns, the U.S. energy industry is facing a complex future, filled with opportunities for extending LNG exports, advancing power solutions and building infrastructure. Deloitte's Kate Hardin joined NGI's Carolyn Davis, managing editor-news, to offer insight about the firm's 2026 oil and gas forecast. It's innovation that will guide the future, Hardin said. This is the beginning of an exciting year for the oil and gas industry, as it continues expanding efficiencies and improving technologies. Could natural gas prices strengthen? Will utilities advance more natural gas-fired capacity? What about regulations and government policies? Could they stymie investments? Hardin discusses that and more in an insightful discussion.
On this lively Saturday morning, the Van Wie Financial Hour team delved into the intricacies of recent financial market trends, holiday broadcasting schedules, and the curious effects of AI in the job market. Amusing banter interspersed the discussion as they examined economic reports, market corrections, and fiscal policies, while listener Greg chimed in with insights on LNG and AI energy demands. With a blend of humor and expertise, the episode wrapped up with reflections on long-term care planning and cheerful holiday wishes.
Recorded December 16th, 2025 https://youtu.be/degkp8Ba9OA Episode 147 of the PetroNerds podcast is a PetroNerdy Christmas special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast is joined by Jason Isaac, Founder of the American Energy Institute. Trisha and Jason cover the world, from US electricity and coal to Venezuela to Russia and Ukraine. Trisha talks about the economy and the sell off in oil prices and natural gas prices being overdone and the geopolitical realities still in the market, including the US seizing Venezuelan crude tankers and the ongoing Russian war in Ukraine. Jason and Trisha talk about the economy, unemployment rising to 4.6 percent, the labor market, the Paris Climate Accords, and Ford's announcement to write down EVs and focus on hybrid and more affordable pickups. Trisha talks about China and the coal fired power generation in China and how exactly this stacks up to US power generation. Trisha and Jason spend time talking about rising electricity prices, Californians being behind on their electric bills, aggressive green policies in states which has led to rising electricity prices, and the need for education and policy changes in power generation. Trisha wants coal for Christmas. She wants coal in her stocking and more coal fired power generation in the grid, not less. She talks about natural gas production, natural gas prices, and rising LNG exports. Trisha and Jason talk about the energy policies of the Trump Administration and the work Chris Wright is doing, his "I love coal" comments at the newly renamed National Laboratory of the Rockies (formerly National Renewable Energy Laboratory). Trisha Curtis is the American Energy Institute's economist. Her article in Daily Signal on "Rising Electricity Prices Started Well Before AI" can be found here: https://www.dailysignal.com/2025/11/18/rising-electricity-prices-started-well-before-ai/. And Trisha's latest interview on Steve Gruber's Real America's Voice can be found here: https://rumble.com/v731tow-trisha-curtis-pipelines-lng-and-americas-power-bills.html and https://www.youtube.com/watch?v=i6il0x4zwJ4.
As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we divine about 2026? Are we in for stagflation? Boring commodity markets or is this the calm before the storm….? Our guest is David Fyfe, Chief Economist of Argus, the independent energy & commodity price reporting agency and intelligence firm.
We're closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered volatility and plenty of surprises, along with a long list of developments with real consequences for energy, both clean energy and traditional oil and gas. We cover major policy shifts, including the election of the Mark Carney Liberals in Canada, the introduction of Bill C-5, the launch of the Major Projects Office, the Ottawa–Alberta Memorandum of Understanding (MOU), and growing political support for LNG. We also review changes in the United States, including tariffs and the One Big Beautiful Bill (OBBB), which rolled back many of America's generous clean energy subsidies. Another recurring theme this year was the surge in expectations for AI data center electricity demand—including in Canada, where three proposed projects in Alberta are moving closer to a final investment decision.It's been a whirlwind year. Jackie and Peter wish everyone a wonderful holiday break, and we'll return in 2026.Content referenced in this podcast: The Hub.ca, Have we really hit peak oil? Please don't count on it (December 2, 2025) National Security Strategy of the United States of America (November 2025)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Over 50 environmental groups and almost 500 individuals has signed an open letter to the Minister for the Environment expressing their opposition to an LNG terminal in Clare. Gas Networks Ireland announced plans last month for a strategic gas emergency reserve at Cahiracon on the Shannon Estuary, with the development expected to create up to 400 jobs during construction and roughly 50 while operational. Futureproof Clare has initiated an open letter to Minister Darragh O'Brien calling for the plans to be abandoned and so far, 55 groups, 491 individuals and nine political representatives have lent their support. Ennis-based Futureproof Clare spokespeson Emanuela Ferrari doesn't believe Ireland's gas supply is as vulnerable as the Government makes out.
Trisha Curtis, macroeconomist and CEO of PetroNerds, dives into the forces driving America's rising power bills, from U.S. shale markets to energy geopolitics with China. She explains the critical role of Alaska energy production, mining, and pipeline infrastructure, as well as the growing importance of LNG exports, in stabilizing domestic energy supply and lowering costs. Curtis highlights how expanding responsible American energy production can strengthen energy independence, support families and businesses, and keep power affordable for everyday Americans.
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this episode of the Energy Vista podcast, Leslie Palti-Guzman is joined by David Goldwyn, President of Goldwyn Global Strategy and former US State Department Special Envoy and Coordinator for International Energy Affairs, to unpack the newly released US National Security Strategy and what it signals for energy, geopolitics, and the transatlantic alliance.This is genuine, lively debate over their respective takeaways from the strategy. Together, Leslie and David explore and debate: How the National Security Strategy was crafted and why it marks a departure from previous US grand strategy documents The elevation of energy dominance, and the contradictions it creates for US oil, gas, LNG, and clean energy industries The growing pressure on Europe to align energy procurement, industrial policy, and trade choices with US geopolitical priorities The administration's uneasy view of Europe's economic weakness, political fragmentation, cultural erosion, and vulnerability to China Whether US pressure strengthens Europe or risks pushing it to diversify away from American LNG and US leadership The future role of Russia in the European continent The discussion closes with a candid reflection on policymaking in Washington today.A rich, nuanced conversation at the intersection of energy, strategy, and alliance politics, offering both hard truths and unresolved tensions shaping the future of the transatlantic relationship.
The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands
In this month's news episode, we examine the latest developments affecting mineral rights owners as 2025 draws to a close. The discussion centers on how major geopolitical events and infrastructure developments are shaping energy markets heading into 2026. Natural gas continues its strong performance driven by surging demand from data centers and LNG exports, while oil prices face downward pressure from increased global supply and potential peace agreements that could bring Russian crude back to international markets. The episode provides you with context for understanding how these macro trends translate into production decisions and royalty payments in the months ahead. As always, we wrap up with an analysis of the latest rig count numbers. Links to the articles and resources mentioned in this episode can be found in the show notes at mineralrightspodcast.com.
Die SRG kehrt mit ihren Radioprogrammen zurück auf UKW. Dies, nachdem sie deutlich Hörerinnen und Hörer verloren und das Parlament die Lebenszeit von UKW verlängert hat. Weitere Themen: Feuerwerk, das nichts anderes als Lärm macht, soll in der Schweiz verboten werden. Das hat der Nationalrat beschlossen. Damit will er die sogenannte «Feuerwerks-initiative» verhindern, die von vier Tierschutzorganisationen unterstützt wird und noch weiter ginge. Der Energiekonzern Axpo hat im letzten Geschäftsjahr deutlich weniger Gewinn gemacht als im Vorjahr. Floriert aber hat das Geschäft mit Flüssiggas, kurz LNG. Axpo importiert als einziger Schweizer Energiekonzern LNG vor allem aus den USA. Und das, obschon die Klimabilanz von LNG problematisch ist.
Canada's first cargo of LNG set sail from Kitimat, British Columbia, on June 30, 2025. This week on the podcast, Chris Cooper, President and CEO of LNG Canada, joins us to reflect on that milestone, walk through the project's progress, and share his view of Canada's long-term LNG opportunity. Jackie and Peter asked Chris a wide-ranging set of questions, including: What was going through your mind as the first carrier departed? What does the workforce on-site look like today, and are workers living locally or in camps? What are the practical logistics of bringing LNG tankers in and out of the facility and navigating the Douglas Channel? Is the plant operating at full capacity yet? How would you characterize the current level of support from the B.C. provincial government? How significant was Prime Minister Mark Carney's trip to Asia to sell Canada's potential for LNG growth, and what did it mean to see LNG Canada Phase 2 included among the projects that were referred to the Major Projects Office? Finally, how does Canadian LNG stack up against other global supply sources, and what do you see as the outlook for worldwide LNG demand? Content referenced in this podcast:Steven Guilbeault Speaks to CTV's Power Play with Vassy Kapelos (December 4, 2025) Clean Prosperity study that the Federal-Alberta MOU can unlock $90 billion in low-carbon investment if governments follow through (December 4, 2025) Photos of the LNG Canada work camp at Cedar Valley Lodge Shell LNG Outlook 2025Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this wide-ranging and deeply analytical conversation, Leslie Palti-Guzman welcomes back Thierry Bros, professor at Sciences Po and seasoned energy expert, to unpack one of Europe's most pressing strategic questions: Is the exclusion of Russian gas from Europe irreversible or could a return be inevitable after a Ukraine peace agreement?Topics include: The EU's attempt to ban Russian gas by 2027 and its implementation Europe's industrial decline and Germany's structural need for cheap energy Fears of a new dependency on U.S. LNG: Real Risk or Exaggeration? The political feasibility of re-introducing Russian molecules and what volumes would be “acceptable.”A frank, data-driven, and provocative assessment of Europe's strategic dilemmas, from gas markets to geopolitics, from energy security to political realism.Watch and listen on your favorite platforms: Youtube, Spotify, Apple#EnergyVista #geopolitics #energysecurity #LNG #gas #Europe #Russia #USA #China #commodities #shipping #marketintelligence #tradeflows
In this action-packed episode of This Week in Futures Options (TWIFO), host Mark Longo and special guest Dan Gramza (Gramza Capital Management) break down the massive volatility and unexpected price movements across commodity and futures options markets. We conduct a detailed futures options analysis on the shocking, explosive rip in Silver, which is now the best-performing asset tracked by the show this year. We also dive into the highly active Natural Gas (NG) market, discussing key support levels and the shifting landscape of global LNG demand. Plus, we address the viral audience theory: Is Taylor Swift cornering the silver market?
In this action-packed episode of This Week in Futures Options (TWIFO), host Mark Longo and special guest Dan Gramza (Gramza Capital Management) break down the massive volatility and unexpected price movements across commodity and futures options markets. We conduct a detailed futures options analysis on the shocking, explosive rip in Silver, which is now the best-performing asset tracked by the show this year. We also dive into the highly active Natural Gas (NG) market, discussing key support levels and the shifting landscape of global LNG demand. Plus, we address the viral audience theory: Is Taylor Swift cornering the silver market?
Recorded December 2, 2025 and October 29, 2025 https://youtu.be/QH34eUeoIAo Episode 146 of the PetroNerds podcast is another heavy-hitting, energy-dense PetroNerds episode to get you caught up on oil and geopolitics. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, begins this episode with a fresh PetroNerdy update on the market covering Russia and Ukraine, the U.S. meeting with Putin in Russia, Japan–China tensions, U.S. oil production at 13.84 mbd, natural gas prices nearing $5/mcf, and the Fed. The body of this podcast is Trisha's keynote address in Houston on October 29th, 2025, at Whitley Penn's “Fueling the Future” conference. The keynote panel is moderated by Amanda Beabout, Audit Partner at Whitley Penn. This is a timely and prudent discussion covering the gauntlet. Trisha gets into the state of oil prices and the pessimism surrounding oil prices throughout 2025, Trump in South Korea and his upcoming meeting with Xi, China and rare earths, oil on the water, Saudi Arabia and OPEC Plus, and geopolitical risk. Amanda asks Trisha about her recent opinion piece, “Winning Against China Means Winning on Energy.” Trisha explains that China is a modern coal power, but the U.S. has more natural gas, oil, and coal than any nation on earth. She talks about U.S. oil production, natural gas production, productivity and longer laterals, and “Drill Baby Drill.” Amanda also asks Trisha to discuss AI as well as the government shutdown. Trisha talks about China and the U.S. with regard to AI and power generation, and the Fed and the lack of economic data during the government shutdown. She gets into risks in the market and mentions groupthink and cognitive dissonance in the oil and gas industry, risks that the U.S. will produce more than the industry thinks, lack of appreciation of risk with regard to China, and fears surrounding AI. The keynote address closes with audience questions covering nuclear power, Venezuela, Africa, underinvestment in oil, LNG, U.S. shale, and power and electricity. This is not a podcast you're going to want to miss. Please share it with your friends and colleagues. You can reach out to PetroNerds directly on the PetroNerds website here. You can also find Trisha's latest opinion piece in the Daily Signal, “Rising Electricity Prices Started Well Before AI.” And if you want more from PetroNerds, sign up here.
The heating season is off to a roaring start, with forecasters calling for one of the chilliest Decembers in recent memory. IAF Advisors owner Kyle Cooper joins NGI senior editor Andrew Baker to discuss the implications for natural gas supply, demand and prices as winter gets underway. Cooper breaks down how soaring heating demand could rapidly deplete natural gas inventories, and send already elevated gas prices even higher. He cites the example of last winter, a normal one by historical standards, that nonetheless triggered a massive pull on storage in January. Cooper also discusses the impacts of record LNG exports and the evolving electricity mix on natural gas power burns and storage trends. As demand continues to rise, Cooper explains how the supply picture will evolve as producers in the Haynesville Shale, Permian Basin and Appalachia adapt to a constantly changing market.
Construction starts jumped 21% in October — but not because of housing. In this episode, Kathy Fettke breaks down the surge in billion-dollar megaprojects driving the growth, from data centers and manufacturing plants to massive LNG and infrastructure builds. While commercial and nonbuilding projects climbed sharply, multifamily construction plunged nearly 39%. Kathy explains what's behind the divergence, how rising inventory and shifting demand are reshaping the landscape, and what real estate investors should watch as these projects ripple through local housing markets. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS SOURCE: https://www.bisnow.com/national/news/construction-development/october-construction-starts-jump-21-as-megaprojects-break-ground-132027?utm_source=outbound_pub_75&utm_campaign=outbound_issue_90859&utm_content=outbound_link_8&utm_medium=email
What happens when a nation's energy security rests on volatile global gas markets? Why does the UK pay market prices for some of the world's cheapest-to-produce gas? And is now the moment to rethink decades of “leave it to the market” dogma?This week on Cleaning Up, Baroness Bryony Worthington sits down with Seb Kennedy, energy journalist and founder of Energy Flux, to unpack the turbulent geopolitics of natural gas, the coming LNG glut, and why the UK–Norway relationship sits at the heart of Britain's energy affordability crisis.Drawing on their recent joint op-ed, Bryony and Seb explore the UK's dependence on Norwegian gas, the vast windfalls that have flowed into Norway's sovereign wealth fund since Russia's invasion of Ukraine, and whether a new bilateral deal could shield consumers from future price shocks. They examine the structural forces reshaping global gas markets, the rise of speculative trading, and whether electrification will become harder when gas gets cheap.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:Read Seb & Bryony's Op-Ed on Energy Flux: https://www.energyflux.news/uk-norway-gas-trade-time-for-a-new-deal/Seb's Energy Flux Podcast: https://www.energyflux.news/tag/podcast/Michael's conversation with Carine Ihenecho Smith, Chief Governance and Compliance Officer at Norges Bank Investment Group: https://www.youtube.com/watch?v=H028Vwf7pNMThe UK's updated plan for the North Sea gas transition: https://www.gov.uk/government/news/north-sea-future-plan-for-fair-managed-and-prosperous-transitionBritain eases opposition to new oil, gas permits, holds firm on taxes | Reuters: https://www.reuters.com/business/energy/uk-government-allows-some-new-oil-gas-fields-holds-firm-taxes-2025-11-26/
Gas, Rohöl, LNG und Uran: Die EU will ihre Abhängigkeit von Energieimporten aus Russland beenden. Spätestens in zwei Jahren will sie den Gashahn ganz zudrehen. Es bleibt eine Sicherheitsklausel für den Notfall.
Ebben a mostani podcastban arra keresünk válaszokat Holoda Attila olajmérnökkel, energetikai szakértővel, hogy hogyan fonódik össze Magyarország energiaellátása a geopolitikai hatalmi játszmákkal, a mindennapi rezsiszámláinkkal és a nemzetközi szankciók következményeivel, amit a magyar kormányfő persze ellentmondásosan magyaráz. Szó lesz arról, honnan és hogyan érkezik hozzánk a gáz és az olaj, mit jelent az LNG, mi a különbség az orosz és más olajfajták között, és hogyan hat mindez a magyar gazdaságra. Megvizsgáljuk, mit ér valójában a rezsicsökkentés, lehetne-e nagyobb, kik profitálnak az energiaimportból, és mennyire átlátható ez az egész magyar energiarendszer. A beszélgetés betekintést nyújt a fosszilis korszak lehetséges lezárulásába és az új energiaforrások várható jövőjébe is.Hogyan támogathatja a munkánkat? - Legújabban már a Donably felületen is támogathat bennünket, itt ÁFA-mentesen segítheti munkavégzésünket: https://www.donably.com/friderikusz-podcast - De lehet a patronálónk a Patreon-on keresztül is, mert a támogatása mértékétől függően egyre több előnyhöz juthat: https://www.patreon.com/FriderikuszPodcast - Egyszerű banki átutalással is elismerheti munkavégzésünk minőségét. Ehhez a legfontosabb adatok az alábbiak: Név: TV Pictures Számlaszám: OTP Bank 11707062-21446081 Közlemény: Podcast-támogatás Ha külföldről utalna, nemzetközi számlaszámunk (IBAN - International Bank Account Number): HU68 1170 7062 2144 6081 0000 0000 BIC/SWIFT-kód: OTPVHUHB Akármilyen formában támogatja munkánkat, nagyon köszönjük!Kövessenek, kövessetek itt is:youtube: https://www.youtube.com/c/FriderikuszPodcastFacebook: https://www.facebook.com/FriderikuszPodcastInstagram: https://www.instagram.com/friderikuszpodcastSpotify: https://open.spotify.com/show/0TBImnF4bdNCvmhJwyOlRhAmazon Music: https://music.amazon.com/podcasts/a159b938-d63e-4927-9e9b-bea37bc378d3/friderikusz-podcastYoutube Music: https://music.youtube.com/playlist?list=PLu6L9HlV4-KuNOYy_rS97rP_Q-ncvF14rApple Podcasts: https://apple.co/3hm2vfiDeezer: https://www.deezer.com/hu/show/1000256535
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