Podcasts about lng

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.

A wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter Energy Report) If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.   Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, joins the show to discuss how the recently passed U.S. tax bill could significantly increase deficits and economic uncertainty, reinforcing long-term support for gold. He highlights strong global investment demand, particularly through gold ETFs, even as the metal trades sideways near record highs. Christian notes rising institutional short positions and the potential for physical market tightness around the August futures contract. Geopolitical risks and a surge in global money supply remain key catalysts that could drive gold and silver higher in the second half of the year. Click here to visit the CPM Group website to learn more about the firm.    Segment 3 & 4 - Josef Schachter, founder of the Schachter Energy Report and Eye on Energy Substack, joined us to share his latest insights on the oil and natural gas sectors. He discussed why U.S. production remains strong despite falling rig counts, how efficiency gains like pad drilling and polymer floods are reshaping conventional oil, and why LNG demand and Alberta power needs may drive a natural gas rebound—especially for Canadian producers. He also highlighted key contrarian opportunities in beaten-down Canadian gas stocks, select dividend-paying oil equities, and ETFs like XLE and OIH if markets pull back to April levels. lick here to learn more about The Schachter Energy Report  

Pipelines boom, esp. in the previously quiet Northeast There's been a marked increase in the number of natural gas pipelines expected to be in service in the next several years. President Trump's policies explain some of this. But the commercial side is also enabling the boom. Jean Ann Salisbury addresses the various drivers and how these new pipelines could mean several hundred basis points of additional growth for some midstream companies. Interestingly, much of this development is taking place in the Northeast and increased access to gas could ultimately mean lower utility bills for commercial and residential customers. Jean Ann discusses how LNG will also be a key end market for this gas, the risk of an LNG glut further out and what this could all mean for the price of the commodity.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

Not as straightforward as it sounds. That's pretty much the message coming through loud and clear in this new report which says importing liquified natural gas to make up for our dwindling local supplies is do-able. But. You'll remember how, last year, when we had factories closing and people paying through the nose for their electricity, talk turned to what could be done, especially given we are at-risk of not having the gas needed to generate power. So the Government brought up the idea of importing liquified natural gas. Fast-forward a few months and four of the big companies have put their heads together, looking into the practicalities of importing gas. The outcome is this report out today effectively saying we could do it, but there are a few things to think about. The main ones being the price tag and how long it would take to get it happening. First up, the cost. Up to $1 billion. That's to get the infrastructure needed so that we can bring the gas in and store it. It could be done cheaper, but the gas would be 25% more expensive. Secondly, if we're up for that kind of spend, it wouldn't be an overnight fix. It would be about four years before we started to see the benefits. Another main point in this report is that we could spend the money and wait for it all to come online, but there could be years when we don't even need the extra gas. That's because power generation in New Zealand uses a combination of hydro, gas, and wind. And in the years when we have plenty of rain and the hydro lakes are full, for example, we might not need to import gas. So we could go down the route of spending all this money over the next four years —setting ourselves up— and the demand for gas that we might have now not being the same down the track. But that's a bit like pouring money into a fire alarm and sprinkler system and not using it, you know it's there and give it gives you security. That's how I see this gas importation business – it would be a back-up. And so-what if it wasn't needed all the time? The question facing us now is what do we do now that we have a better idea about the complexities and the cost? Paul Goodeve, chief executive of the Clarus energy company, thinks we need to ask ourselves whether it's worth doing without getting obsessed about the cost. Because as I said earlier, it could be done cheaper —at around $200 million— but that would mean the gas would be 25% more expensive. I'm no doubt that we have to bite the bullet and press go, and press go on the expensive option. Because if you or I, or the Greens or whoever, think that this is nuts and we shouldn't be importing gas and we should all have solar panels on the roof, that's la-la land. If you listen to the likes of Greenpeace, they'll say that importing gas shouldn't even be an option and we should be going full-bore with solar and wind power generation. Again, la-la land. Because the reality is, we need a mix of generation options. And even though it looks like importing liquified gas might not be as straightforward as we might have thought when the government started talking about it last year, what are the alternatives? Crossing our fingers and hoping for the best? No thanks. See omnystudio.com/listener for privacy information.

This week's show features stories from NHK Japan, France 24, Radio Deutsche-Welle, and Radio Havana Cuba. http://youthspeaksout.net/swr250711.mp3 (29:00) From JAPAN- Taiwan has begun its longest ever live fire military drills and evacuation drills in major cities. Ukraine again increased its attacks on military sites deep into Russian territory. At a 2 day summit in Brazil, leaders of BRICS expressed concern about the tariff policies of Trump. Vietnam got a reduced tariff from Trump after allowing the development of his his golf course, purchasing Boeing jets, and increased imports of LNG. From FRANCE- A business report on the latest Trump tariffs especially a 50% levy on Brazil, which actually has a trade surplus with the US. Human caused climate change made Europe up to 4 degrees Celsius last week which researchers say resulted in an additional 2500 deaths from the heatwave. From GERMANY- Israeli PM Netanyahu is promoting his vision for Gaza which involves relocating all civilians out of the territory- this could be considered a crime against humanity and a war crime. The defense minister has proposed a so-called humanitarian city in Rafah, where all Gazans would be placed with no exit. Several experts discuss the prospects including Rene Wildangel, a former policy fellow at the European Council on Foreign Relations. From CUBA- In the UK belonging to or supporting a group called Palestine Action has become a terror crime, 29 citizens were arrested last weekend for holding signs supporting the group. The death toll of Palestinians waiting to get food from the Gaza Humanitarian Foundation has risen to 700. At the BRICS summit an alternative international payment system is moving forward. Available in 3 forms- (new) HIGHEST QUALITY (160kb)(33MB), broadcast quality (13MB), and quickdownload or streaming form (6MB) (28:59) Links at outfarpress.com/shortwave.shtml PODCAST!!!- https://feed.podbean.com/outFarpress/feed.xml (160kb Highest Quality) Website Page- < http://www.outfarpress.com/shortwave.shtml ¡FurthuR! Dan Roberts "The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn." -- Alvin Tofler Dan Roberts Shortwave Report- www.outfarpress.com YouthSpeaksOut!- www.youthspeaksout.net

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key developments in the energy sector. Topics include the UAE's call for more oil production to meet healthy demand, the DOE's grid reliability report warning of blackouts due to rising demand, and the U.S. breaking ground on its first rare earth mine in 70 years. Copper prices surge after President Trump's 50% tariff on imports, and Saudi Aramco eyes U.S. LNG through talks with Commonwealth LNG. The episode also highlights investment opportunities and the ongoing push for energy dominance in the U.S.Highlights of the Podcast 00:00 - Intro01:03 - UAE Says Oil Market Needs More Oil with Healthy Demand02:54 - DOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape06:15 - Energy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral Independence07:23 - Copper Prices to the Moon After Trump Announces 50% Tariff10:15 - Saudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and Financials11:54 - OutroPlease see the links below or articles that we discuss in the podcast.UAE Says Oil Market Needs More Oil with Healthy DemandDOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy LandscapeEnergy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral IndependenceCopper Prices to the Moon After Trump Announces 50% TariffSaudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and FinancialsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

Episode 33- The Criminalization of Indigenous Land Defenders in Canada - Our Truth Part Two - Sleydo' and Jesse Cardinal WHAT This is part one of a four part series on the criminalization of land defenders across Canada, highlighting firsthand experiences and legal injustices. WHO Sleydo' (Molly Wickham) is the spokesperson for the Gidimt'en check-point on Wet'suwet'en territory. She holds the name in Cas Yikh (grizzly house) and has been living on and occupying the territory since 2014 with her children. Gidimt'en check-point has been an Indigenous reoccupation site since 2018 which has been raided three times by militarized RCMP, once on January 7th 2019, on February 5th, 2020, and again on November 18th and 19th 2021, as a result of grassroots resistance to the Coastal Gaslink pipeline project which would bring fracked gas from northeastern B.C to an LNG terminal near Kitimat. Sleydo' has a masters degree in Indigenous Governance from the University of Victoria and is heavily involved in the Wet'suwet'en clan governance system. Jesse Cardinal is the Executive Director of Keepers of the Water. In this role, she has challenged the disparities between Indigenous and non-Indigenous organizations and created a more just environment for their work. One of Jesse's most significant achievements with Keepers of the Water is the successful mobilization to protect the Athabasca River. Tar sands, one of the largest industrial projects globally, generated enormous amounts of hazardous waste that was proposed to be dumped into the river. Jesse, her team, and other organizations presented scientific evidence and raised international awareness about the potential catastrophic impacts on the water, wildlife, and downstream communities. Their efforts prevented the dumping. MUSIC Song: Sanctum Composer: Scott Buckley Website: https://youtube.com/user/musicbyscottb License: Free To Use YouTube license youtube-free Music powered by BreakingCopyright: https://breakingcopyright.com

Nadia Budihardjo and Claire Tyrrell discuss why WA's commercial building sector has experienced a shake-up in the past 12 months. Plus: Woodside, Hyundai ink LNG collaboration, framework; Outgoing Boral CEO Vik Bansal to join Orica; Wallis Drilling supplies new drill rigs under BHP deal.

0:12 - Alberta natural gas is getting a boost with a historic LNG ocean shipment. 7:43 - Will increased natural gas prices help or hurt Albertans? We get your thoughts. 17:32 - An Ottawa man who stopped a robbery suspect with dog-leash handcuffs has people raising questions about the limits of citizen's arrests. 29:44 - Would you step in and make a citizen's arrest? 49:00 - Why are we so obsessed with bringing back the woolly mammoth? Learn more about your ad choices. Visit megaphone.fm/adchoices

Alberta natural gas get boost with historic LNG ocean shipment Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

On June 13th, Israel launched attacks on several military and nuclear facilities in Iran, marking the beginning of a 12-day war between the two countries. The United States followed with targeted strikes on Iranian nuclear sites to prevent Iran from becoming a nuclear power and posing a threat to regional and global stability. China's involvement in the conflict was limited to condemning the Israeli and US use of military force and calling for de-escalation. Beijing offered only rhetorical support for Tehran. To discuss what the Israel-Iran war reveals about China's relationship with Iran, its evolving strategy in the Middle East, and the broader implications for US-China competition, we are joined by Yun Sun on the podcast today. Yun is a Senior Fellow, co-Director of the East Asia Program and Director of the China Program at the Stimson Center. Her recent piece in The Wire China entitled “How China Sees Iran's Future” offers provides a nuanced take on Beijing's calculus during and after the war. Timestamps[00:00] Start[01:34] China's Diplomatic Strategy Toward the Middle East[05:00] A Limited Chinese Response and China's Regional Role[08:19] Chinese Perceptions of Iran's External Strategic Blunders[15:00] Trickling Chinese Investment into Iran[20:10] Chinese Concerns About a Nuclearized Iran[25:09] Implications of the Israel-Iran War for China's Energy Security[32:04] Trump's Response Shaping Chinese Views of the United States 

High capacity booking interests for gas exports from Romania to Hungary for the next ten years indicate that regional companies may be preparing for the start of Black Sea gas production from 2027. Last year, Romania became the EU's largest gas producer, a position that is likely to be further consolidated when output at the Neptun Deep bloc is set to start. Nevertheless, it hasn't always been plain sailing for the project, which has faced political and regulatory headwinds over the years, and first volumes are set to reach markets at a time of numerous changes including surging global LNG production. In this latest podcast, Franck Neel, executive board member of OMV Petrom, the project operator, tells Aura Sabadus about latest developments at Neptun Deep, the company's regional expansion plans and why Romanian Black Sea gas will have a competitive edge. 

LNG wird als Schiffstreibstoff seit fast zehn Jahren in der Kreuzfahrt eingesetzt. 23 Kreuzfahrtschiffe nutzen LNG derzeit, mindestens 19 sind beauftragt oder in Bau. Doch LNG ist inzwischen umstritten und könnte auch in der klimafreundlichen Bio-LNG-Variante bald zum Auslaufmodell werden. In dieser Podcast-Episode werfen wir einen sehr genauen Blick auf LNG und Bio-LNG: Wie umwelt- und klimafreundlich ist dieser Treibstoff? As sagen Klimaschützer und Umweltverbände dazu? Taugt Bio-LNG mittel- und langfristig als klimafreundliche Alternative zu Schweröl und Marinediesel? Was hat es mit „Methanschlupf“ auf sich? Und warum spielen Gesetze und internationale Regularien eine so wichtige Rolle bei diesen Fragen? Cruisetricks.de hat sich im Beitrag „LNG und Bio-LNG: Zukunft oder nur Zwischenlösung für Kreuzfahrtschiffe?“ https://www.cruisetricks.de/lng-und-bio-lng-zukunft-oder-nur-zwischenloesung-fuer-kreuzfahrtschiffe/ intensiv und detailliert mit LNG und Bio-LNG auseinandergesetzt. Diese Episode fasst die wesentlichen Aspekte im Podcast-Format zusammen und versucht, Hintergründe und Zusammenhänge so einfach und verständlich aufzubereiten, wie es dieses komplexe Thema nur zulässt. In der Aftershow sprechen wir über weitere Schiffstreibstoffe, die möglicherweise die klimaschädlichen, fossilen Treibstoffe auf absehbare Zeit ablösen könnten. Alle diese Treibstoffe haben ihre Vor- und Nachteile – und vor allem sind sie bislang noch nicht in ausreichender Menge oder zu wirtschaftlich für die Reedereien vertretbaren Preisen verfügbar. Wir diskutieren und wären ab, welche Treibstoffe das Rennen machen könnten. Die After-Show, ebenso wie die werbefreie Version des Podcasts, ist ein besonderes Goodie [exklusiv für unsere Unterstützer via Steady](https://steadyhq.com/de/cruisetricks-podcast/about), das wir in einem eigenen, kleinen Podcast bereitstellen. Bei Steady finden Sie als Abonnent eine [genaue Anleitung](https://get.steadyhq.help/hc/de/articles/360002251118), wie Sie diesen Podcast abonnieren können. Werbefrei hören den Podcast all diejenigen von Ihnen, die uns mit einem Steady-Abonnement monatlich unterstützen. Den Podcast und die After-Show gibt es deshalb für Steady-Abonnenten an einem Stück komplett und ohne Werbeunterbrechungen über den personalisierten RSS-Podcast-Feed bei Steady – siehe oben.

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley talks with Mark Lancaster about solving the stranded gas challenge by turning wasted natural gas into energy for Bitcoin mining and data centers. Lancaster explains how his company provides fast, scalable natural gas generators, which cut project timelines and reduce emissions. They discuss the impact of Biden-era policies, grid backup requirements for data centers, and how Bitcoin miners help oil producers monetize gas. Lancaster also highlights investment opportunities in energy infrastructure, including portable LNG, with scarcity driving demand across the oil, gas, and power sectors.I had an absolute blast talking with Mark, and we have another podcast scheduled for recording in a week with Steve Reese to discuss the impact on the United States grid. I learned a great deal and look forward to next week's interview. Connect with Mark on his LinkedIn here: https://www.linkedin.com/in/marklancastermidland/If you need power for your data center or Bitcoin mining, let us know here: https://energynewsbeat.co/turning-black-gold-green/Highlights of the Podcast 00:00 - Intro01:27 - Biden Policies & Gas Shutdowns03:42 - Generator Shortage & Fast Solutions04:46 - Backup Power for Data Centers05:28 - Cheaper Power than Turbines06:14 - Permit Delays & Regulatory Hurdles08:11 - Bitcoin Helps Oil Producers09:31 - Oilfield Jargon Explained10:20 - Oil Culture & Landman Series11:33 - ESG, Energy Policy & Trump12:57 - Monetizing Stranded Gas Fields13:51 - Bitcoin Mining Investment Returns15:25 - Bitcoin in U.S. Treasury?16:04 - Crypto Financing Challenges16:15 - Remote Generators & Automation17:04 - AI Visualizing Energy to Bitcoin17:27 - LinkedIn & Energy Influence18:00 - Scarcity in Energy Gear19:52 - LNG Trucks vs EV Hype21:23 - Final Takeaways & ContactFor the full transcript, check out https://theenergynewsbeat.substack.com/

In this episode of the Energy News Beat Daily Standup, Stuart Turley covers the fallout from Trump's Big Beautiful Bill, which exposes how the Inflation Reduction Act funneled money overseas, boosting European green energy stocks. He also highlights Iraq's energy crisis as Iran slashes gas exports, Syria's quiet oil restart amid global power plays, insights from the Dallas Fed Energy Survey showing steady oil price expectations, and the tariff war's surprising outcome—U.S. revenue surges, inflation cools, and China faces economic strain.Highlights of the Podcast 00:00 - Intro01:24 - Europe's Green Energy Stocks Spike on Weakened U.S. Big Beautiful Bill04:56 - Iraq Power Grid Suffers as Iran Cuts Gas by Half – U.S. company bidding on LNG import facility08:31 - What Is Going On with Syria's Oil Restart, and Who Is in the Background?10:44 - Dallas Fed Energy Survey14:39 - The Tariff War: U.S. Revenue Surges, Inflation Cools, and Consumers Dodge Predicted Pain16:56 - OutroPlease see the links below or articles that we discuss in the podcast.Europe's Green Energy Stocks Spike on Weakened U.S. Big Beautiful BillIraq Power Grid Suffers as Iran Cuts Gas by Half – U.S. company bidding on LNG import faciltyWhat Is Going On with Syria's Oil Restart, and Who Is in the Background?Dallas Fed Energy SurveyThe Tariff War: U.S. Revenue Surges, Inflation Cools, and Consumers Dodge Predicted PainFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode (2/2), Michael Barnard concludes his conversation with Tristan Smith, a leading voice in maritime decarbonization and professor at the UCL Energy Institute, to unpack the tangled web of choices, regulations, and constraints facing the shipping industry as it attempts to cut emissions. From dual-fuel ships and synthetic fuels to compliance markets and long-term infrastructure investment, our conversation covered the broad terrain that policymakers, shippers, and fuel producers are all trying to navigate—with varying degrees of alignment and clarity.The core challenge, as Tristan makes clear, is the uncertainty. Despite rhetoric about decarbonization, the shipping industry remains paralyzed by confusion over which fuel pathways will ultimately dominate. LNG got a big early lead, with over half of dual-fuel ships opting for it before the IMO's revised climate strategy took hold. But now? Stakeholders are stuck in a feedback loop: shipbuilders hesitate to commit without clarity on fuel availability, and fuel suppliers can't scale up without clear demand signals. Hydrogen and synthetic fuels are still expensive and energy-intensive. Methanol offers potential but with its own limitations. Even advanced biofuels are subject to competing demands, especially from aviation. The result? Fleet choices made today could lock in constraints that ripple out for decades.We dove into the IMO's recent regulatory shift, a surprisingly muscular move for a UN body. The new rules focus not just on emissions, but on the carbon intensity of the fuels ships burn. GHG Fuel Intensity (GFI) targets are now baked in, with meaningful penalties: ships that fail to comply will pay fines starting at $100 per ton of CO₂, with funds used to accelerate zero- and near-zero-emission fuel development and assist lower-income countries with energy transitions. It's not a symbolic gesture. Modeling suggests the system could generate $11–12 billion annually in the first three years alone, creating a $33–36 billion fund for global maritime decarbonization. For once, there's a stick and a pot of carrots.Tristan stressed the importance of early action. Ships being built now will still be in service by 2050, and port infrastructure decisions last even longer. Regulatory clarity today means the excuses are drying up. Planning needs to happen now to avoid locking in fossil dependency for another generation. The regulation also means that even if the industry's fuel mix is uncertain, the cost of carbon is not. That changes investment calculus across the board, from ship design to bunker fuel contracts.We also touched on the equity angle. If global shipping decarbonization happens only in the wealthiest ports, it undermines the whole effort. The transition must include support for infrastructure, workforce training, and technology deployment in lower-income nations. Otherwise, we're just pushing emissions and economic pain offshore—literally.This conversation reinforced what I've argued for years: while aviation drags its feet and road transport electrifies at speed, shipping sits in the middle—finally regulated, still confused, and facing real opportunity. The IMO's climate strategy isn't perfect, but it's real, binding, and globally coordinated. It's a serious signal to a sector long stuck in the waiting room of decarbonization. Now the countdown has started.      

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

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

This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on:Sector Performance: Utilities and midstream remain standoutsGeopolitical Risk: Iran-Israel tensions drive sharp swings before stabilizingDemand Shift: Why electricity is the new oilCapex Highlights: Meta's new Ohio data centerCorporate Moves: Cheniere's LNG capcacity & Plains' $3.75B saleM&A Buzz: Shell–BP mergerListen in for a pulse check on the energy market and implications for investors.Download Transcript

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,

삼테성즈 특집 공개방송! 2025년 6월호. 중동 전쟁의 흑막과 LNG 그리고 전기먹는 하마 AI-오프닝일론 머스크의 귀환! 테슬라 로보택시와 스타십- 이용의 디벼보기이스라엘-이란-미국 전쟁의 흑막에는 LNG가?- K2 박사의 과학과 기술전기먹는 하마 AI. 어떻게 배불릴 것인가.- 전체 자료 https://www.slideshare.net/slideshow/2025-6-k2-6fe9/280985821과학과사람들 회원 '사람들' 가입 링크https://www.sciencepeople.co.kr/membership/about-membership/과학과 사람들 제공

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

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

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

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

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

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

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

On this Weekend's Show Rick Bensignor breaks down the Fed's gridlock, bond market uncertainty, and why industrials are quietly outperforming. Then Dan Steffens dives into energy market disruptions - from Middle East conflict to LNG trends - and outlines why Canadian natural gas producers may be the most overlooked contrarian trade of the summer. If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies, shared his outlook on markets, emphasizing that the Fed remains on hold with no clear urgency to cut rates amid geopolitical risks and sticky inflation. He highlighted oil as the key market driver following its rebound due to the Iran-Israel conflict, but noted uncertainty remains with no clear trend. Rick also pointed to a stalled bond market and mixed equity sentiment, suggesting markets are rangebound with rotation into industrials and mega-cap tech, all while the risk of stagflation grows. Click here to visit the In The Know Trader website.   Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, wraps up the show discussing how the escalating Israel-Iran conflict is fueling a $15 risk premium in oil prices, while also highlighting strong fundamentals in both oil and natural gas markets. He emphasizes that despite geopolitical uncertainty, upstream energy companies remain highly profitable with rising cash flow, and sees Canadian gas producers as a contrarian opportunity amid improving LNG demand and storage dynamics. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.  

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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