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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.
S&P futures are pointing to a strong open today, up +1.5%. European equity markets are mostly higher in early trades with the FTSE 100 outperforming. Asian markets closed mostly lower, though Japan and Hong Kong saw modest gains. EU-US trade talks have intensified after President Trump delayed imposing 50% tariffs on EU imports, providing a 30-day window for negotiations. EU Trade Commissioner Maroš Šefčovič engaged with U.S. Commerce Secretary Lutnick and Trade Representative Greer, signaling a shift toward a cooperative tone. The EU may consider concessions, such as increased purchases of U.S. LNG and agricultural products. Companies Mentioned: Chevron, Trump Media, MAC Copper
The past week saw a surge in energy-related political developments in Canada. Prime Minister Carney issued a unified Mandate Letter to his cabinet on May 21, 2025, emphasizing that Canada “must build an enormous amount of new infrastructure at speeds not seen in generations. This includes the infrastructure to diversify our trading relationships; to become an energy superpower in both clean and conventional energies.” The newly appointed Minister of Energy and Natural Resources, Tim Hodgson, delivered a constructive message during his visit to Calgary, highlighting the importance of building energy infrastructure, including oil and gas. Meanwhile, the Premiers from Western Canada convened a meeting in Yellowknife. They released a joint statement agreeing to plan and develop an economic corridor for “transporting oil and gas, liquefied natural gas, uranium, electricity, and hydroelectricity to Canadian and world markets.” To discuss these developments, we are joined by our guest, The Honourable Gordon Campbell, President of Hawksmuir International Partners Limited. He is the former Premier of British Columbia (2001–2011), Canadian High Commissioner to the UK and Northern Ireland (2011–2016), and Mayor of Vancouver (1986–1993). Here are some of the questions Jackie and Peter posed to The Honourable Gordon Campbell: Based on the Carney government's constructive comments on energy infrastructure and attracting private investment, including the Energy and Natural Resources Minister's trip to Calgary last week, would you anticipate a new approach from the Liberals compared to the previous decade? The Western Premiers issued a joint statement to develop economic corridors, including those for transporting electricity, natural gas, and oil. What types of projects do you expect David Eby's NDP government to support in British Columbia? Would you expect the Federal government to revise or repeal energy policies, particularly those that might deter capital investment, such as the industrial carbon pricing policy set to increase to $170 per tonne by 2030 or the oil and gas emissions cap? 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
The US is risking ceding global market share of clean energy to China, permanently.New tariffs, put in place one day then removed the next. Rising costs for everything along the supply chain. The US clean energy sector is navigating one of its most unpredictable phases yet. From solar to storage, how are developers and policymakers reacting to renewed trade tensions and their impact on the energy transition? “This isn't just about clean energy deployment. It's about whether the US will have a seat at the table in the future global energy economy,” says Leslie Abrahams, Deputy Director of the Energy Security and Climate Change Program at CSIS – the Center for Strategic & International Studies. She joins host Sylvia Leyva Martinez, a principal analyst covering global energy markets at Wood Mackenzie, to find out what the outlook is for US energy innovation. Escalating tariff policy is shaking investor confidence, altering supply chains, and putting the power firmly with China.Plus, in the second half of the show, Sylvia gets the developer perspective, from Joao Barreto, who is CEO of EDP Renewables' distributed generation business in North America. He explains how one of the world's largest clean energy developers is mitigating risk, adjusting their strategy, and building trust with manufacturers and offtakers amid unprecedented uncertainty.Sylvia, Leslie and Joao discuss:Why US$8 billion in clean energy projects were cancelled in Q1 2025, and what that signals to the marketHow US tariffs on Chinese batteries are backfiring on domestic manufacturingThe challenge of accelerating R&D while shutting out foreign investmentHow storage and solar developers are hedging their betsWhether the US risks ceding global market share to China permanentlyPower Play was developed by ExxonMobil to shine a light on the accomplishments of remarkable women and the men who uphold the importance of empowering others in the LNG and decarbonization industries. Nominations for the seventh annual Power Play Awards are now open, with four categories available: The Rising Star, The Pioneer, The Ambassador, and The Low Carbon Accelerator. Nominate a deserving candidate today! Nominations close May 30th. Find out more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week, our guest is Dr. Heather Exner-Pirot, a Senior Fellow and Director of Energy, Natural Resources and Environment at the Macdonald-Laurier Institute in Ottawa, a Special Advisor to the Business Council of Canada, and a Research Advisor to the Indigenous Resource Network. Heather has twenty years of experience in Indigenous, Arctic and resource development and governance. She has published on Indigenous economic and resource development, energy security, and politics. Here are some of the questions that Peter and Jackie asked Heather: Does Canada have defense and security issues in the north? Politicians, including our Prime Minister, support Arctic export ports—do you expect to see new export corridors to the north? The Russians ship LNG from the Arctic, so why not Canada? What are your concerns about Prime Minister Mark Carney's climate policy, as outlined in his Liberal leadership and election platforms? What are the issues with Canada's greenwashing rules that were made law about one year ago? How would you recommend Canada move forward with speeding up the development of large projects—should the Impact Assessment Act (Bill C-69) be scrapped or just modified? What are the prospects for deploying small or micro nuclear reactors (SMRs) in the north? What does the future hold for Indigenous equity participation in major projects? Content referenced in this podcast:Northern Corridors: Hype or Hope? Macdonald-Laurier Institute, April 2025 Heather Exner-Pirot: Mark Carney's climate plan is already outdated, The Hub, February 2025 Canada's Greenwashing Amendment: A failure of process and policy, Macdonald-Laurier Institute, February 2025 From emergency to miracle – Germany's LNG Acceleration Law shows that Western states can still build when they need to, Macdonald-Laurier Institute, January 2024 Learn more about Ontario Power Generation's SMR project, including a video of the site preparation progress, Spring 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
Wie könnte eine engere Partnerschaft mit Polen gelingen? Unser Gast hat da konkrete Vorschläge. Außerdem fragen wir in dieser Ausgabe: Wie sinnvoll sind die neuen LNG-Terminals? Und: Müssen wir wirklich mehr arbeiten? Von WDR 5.
Brent råolieToldpause, forlydender om Iran-aftale og mere olie fra OPEC+ alliancen sender Brent både op og ned inden for et nyt interval mellem $58,40 - $68,65. Et interval, som kan fortsætte gennem sommeren. Vi venter, at et olieoverskud langsomt vil lede til stigende olielagre mod efteråret, og efter en sommer med Brent nær $60 venter vi et tiltagende pres nedad mod $57 i 1. kvartal 2026. DieselPrisen for både råolie og raffinering til diesel har taget et spring højere især løftet af toldpause og uro omkring Iran. Fremadrettet gennem 2025 venter vi dog et olieoverskud, stigende lagre og vigende priser. Vi anbefaler at fokusere på virksomhedens kerneforretning med en prissikring nær normalen for 2025, mens den begyndende prissikring af 2026 kan sættes på pause i lyset af seneste prisstigning. NaturgasRealitetsforhandlinger om fred mellem Ukraine og Rusland fremstår tvivlsomme, og i næste måned forventes EU at stadfæste ved lov en udfasning af russisk gas. Heldigvis er næste fase af et globalt LNG-eksporteventyr undervejs, og Rusland vil endeligt tabe krigen mod Europa med sin energi. Vi ser en succesfuld genopfyldning af vinterlagrene, og vi anbefaler en normal prissikring af næste vinters forbrug.Læs hele analysen her.Vigtig investorinformation.
Ben Cahill, director for energy markets and policy at the University of Texas at Austin, joins NGI's Jamison Cocklin, managing editor of LNG, to discuss how the trade war and other challenges could impact rapid U.S. LNG export growth. They explore supply, demand and price trends that could emerge as the Trump administration works to balance the U.S. trade deficit. They also discuss other challenges like the European Union's methane emissions regulations and LNG production growth in the Middle East that could curb the appetite for North American LNG at a time when it's growing at an unprecedented rate.
Koniec dodávok ruského plynu, ropy či jadrového paliva. Európska únia predstavila plán, ako sa chce odtrhnúť od ruských fosílnych palív a prestať financovať Putinovu vojnu na Ukrajine. Práve cez nákup ropy či plynu totiž únia Putinovi len minulý rok poslala vyššie čiastky než bola samotná pomoc Ukrajine. Premiér Robert Fico však plán únie vehementne odmieta a tvrdí, že ide proti zdravému rozumu. Zároveň sa odvoláva na to, že členské štáty sa nikdy nezaviazali k úplnému zastaveniu dovozu fosílnych palív z Ruska, ale len k postupnému znižovaniu závislosti na nich. Energo analytik Radovan Potočár tvrdí, že ide len o slovičkárenie. „Ako keby sa žiaci a učiteľka počas triednickej hodiny na niečom dohodli a potom, keď sa dohoda začne vykonávať, jeden zo žiakov začne hľadať kľučky a slovíčka, čo by sa dalo spochybniť a prečo dohoda neplatí,“ opisuje s tým, že sme v štvrtom roku plnoformátovej vojny a my stále platíme Rusku za dovozy energií. Ako opodstatnené nevidí ani obavy premiéra z toho, že by sme ako Európa ostali závislí na inej krajine mimo Ruska, napríklad Spojených štátoch, ktoré sú už dnes najväčším dodávateľom skvapalneného plynu do Európy. „Žiadna závislosť nie je dobrá, ale taká miera, akej sme boli svedkami pri ruskom plyne, tu určite nevzniká. Dodávky LNG získavame na globálnom trhu vďaka terminálom na príjem tankerov, nie vďaka potrubiu, ktoré má jeden začiatok a jeden koniec. Znamená to menšiu odkázanosť na jednom konkrétnom zdroji,“ dodáva Potočár. Iná je aj situácia čo sa týka jadrového paliva. Je pravda, že všetky fungujúce reaktory na Slovensku sú ruského typu, a teda využívajú ruské palivo, prípadné alternatívy sa však riešia už dlhšie. Zmluvy s americkým Westinghousom a francúzskym Framatomom Slovensko podpísalo už počas minulých rokov a podobnú trajektóriu sledujú aj ďalšie jadrové mocnosti. „Z roka na rok sa to uskutočniť nedá, ale v priebehu dlhšieho obdobia áno. A toto by malo byť dostatočné časové obdobie na to, aby sa to podarilo,“ dodáva. Ako má koniec nákupu fosílnych palív od Ruska vyzerať, nakoľko je niečo také reálne? A čo reči Roberta Fica o tom, že takéto niečo je nepredstaviteľné a čisto politické rozhodnutie? V Indexe na otázky Evy Frantovej odpovedá energo analytik Radovan Potočár. V rozhovore sa dozviete: 2:00 Pôvod stopnutia ruských fosílnych palív 3:25 Ako sa chce Európa odtrhnúť od závislosti na Rusku 6:45 Slovenský kontrakt s Gazspromom 10:29 Vedela by EÚ prežiť bez ruského plynu? 14:03 Hrozba ďalšej závislosti na inom štáte 17:58 Čo je tieňová flotila 20:17 Potenciálni zákazníci pre Putinove palivá v Európe 23:02 Obavy z vysokých cien plynu 26:10 Slovensko a iná ako ruská ropa 31:05 Alternatívne jadrové palivá 37:48 Bude môcť Fico plán únie vetovať? – Ak máte pre nás spätnú väzbu, odkaz alebo nápad, napíšte nám na podcastindex@sme.sk – Odoberajte aj týždenný ekonomický newsletter Index na sme.sk/indexodber – Všetky podcasty denníka SME nájdete na sme.sk/podcasty – Ďakujeme, že počúvate podcast Index.See omnystudio.com/listener for privacy information.
For years, Japan set aggressive decarbonization targets, positioning itself as a climate leader despite limited domestic resources. But recent geopolitical earthquakes like the ongoing war in Ukraine, increasing energy demand, and a near-blackout in Tokyo have forced Japan to reassess its priorities. Japan's new strategic energy plan, approved by the nation's government in February, represents this shifting calculus. While maintaining long-term carbon neutrality goals, it elevates energy security concerns. And it introduces a "Plan B" that acknowledges technological deployment might not match ambitious timelines. So how can a resource-poor nation like Japan pursue both climate goals and energy security? What role will energy sources like LNG and nuclear power play in this new strategy? And as nations everywhere face similar pressures, does Japan's approach offer a model for pragmatic energy planning in an increasingly unstable world? This week, Bill Loveless speaks with Tatsuya Terazawa about Japan's new strategic energy plan. Tatsuya Terazawa is the chairman and CEO of Japan's Institute of Energy Economics, a think tank that provides analyses and policy recommendations based on Japan's goals of carbon neutrality and energy security. Before joining the Institute, he served as the senior advisor of Japan's cabinet office and held a number of roles at Japan's Ministry of Economy, Trade, and Industry. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.
Dive into the often misunderstood world of Master Limited Partnerships (MLPs) with Jay Hatfield of Infrastructure Capital as he clarifies exactly what makes these unique investment vehicles tick. Far from simply being "pipeline stocks," MLPs represent a sophisticated investment opportunity combining advantageous tax structures with stable cash flows and attractive yields.Jay breaks down the fundamental economics driving pipeline companies, explaining why they remain remarkably resilient even during periods of energy price volatility. Unlike direct energy producers, these infrastructure businesses operate primarily through long-term contracts and acreage dedications, creating predictable revenue streams regardless of short-term commodity fluctuations. Currently yielding around 7% with 5% annual distribution growth, today's MLPs target double-digit total returns while maintaining conservative financial policies.The conversation highlights how natural gas infrastructure stands at the intersection of several major global trends. As electricity demand surges from AI development, electric vehicles, and broader electrification, natural gas remains essential for grid stability—something even renewable-heavy regions like Spain and Portugal have learned through experience. Meanwhile, policy shifts under the Trump administration supporting LNG exports create substantial growth runways for companies transporting America's abundant natural gas resources to global markets hungry for cleaner energy alternatives.Perhaps most compelling for investors is the portfolio diversification MLPs offer, showing only 60-70% correlation to broader markets while providing meaningful income. The industry's evolution over recent years has created stronger, more resilient companies with national operations, investment-grade balance sheets, and sustainable distribution policies. For retirement-focused investors especially, these characteristics make MLPs worth serious consideration as part of a balanced portfolio strategy.Ready to explore how MLPs might fit into your investment approach? Visit infracapfunds.com to learn more about AMZA and other specialized ETFs designed to capture opportunities in this dynamic sector. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
BROWNSVILLE, Texas - The Rio Grande Valley is becoming no different than some of the bigger metros in Texas, says Greater Brownsville Incentives Corporation CEO Gilberto Salinas. “Austin-San Antonio is really one big area, Houston is just a huge monster when it comes to people, numbers and cities around it, DFW? DFW is kind of like McAllen-Brownsville. It's becoming that one huge region, one super region. And it takes a SpaceX coming in and then telling us, a region is 100 miles,” Salinas said. Salinas made his remarks in an exclusive interview with Ron Whitlock of Ron Whitlock Reports. The interview took place before Salinas made his highly successful presentation at the Cross Border Industrial Opportunities summit in Monterrey. “Sometimes in Brownsville, we think regional is 20 miles. McAllen, I think it's 30 miles. But it takes a SpaceX, one of the most forward-thinking companies, really in the history the planet, to come and tell us, that no, regional for us is 100 miles,” Salinas told Whitlock. “And that's just from a supplier network to a labor and talent pool, because they (SpaceX) pull from well outside of 100 miles. And again, it goes to show that the Brownsville-McAllen super metro area is becoming a huge draw.” Salinas added: “You know, outside of Texas, all eyes are on this place that we call the Rio Grande Valley.” Asked what the state of industry and the jobs market is currently like Brownsville and Cameron County today, Salinas said: “The state of jobs and industry is like never before. That's the one thing that I have seen since I've come back, the number of projects that we have in the pipeline, the number of leads, the companies that are opening up here. It's different from 10 years ago, even from five years ago,” Salinas said. “And a big fish draws all the big fish… SpaceX, the two LNG plants. There's a refinery plant looking at the Port (of Brownsville), and some other major operations looking at the Port. We have, like, $3 billion in the pipeline just for the Brownsville from the GBIC side. All these companies are coming in as a result of the success of a SpaceX and the LNGs. So those big fish are drawing in other big fish, and that's what's setting us apart from everybody else right now. That level of activity is raising eyebrows across the entire state of Texas.” Asked if there are any big projects in the works that he can talk about, Salinas said: “Well, no different than most other EDOs, we are on the cusp of announcing some major projects. We just cannot disclose those yet. But, between our top 10 projects, we're looking at about $3 billion in capital investment. Hopefully we can announce at least one of those here in the next coming weeks.” Salinas said he likes to call these big projects game changers. “Those projects that we have are, again, what I like to call game changers, very similar to a SpaceX and the LNGs in the energy sector. To everybody's somewhat surprise, it is just going to put Brownsville… Brownsville is already on the map because everything that has happened. But those projects are just going to make that dot on the map bigger.Go to www.riograndeguardian.com to read the latest border news stories and watch the latest news videos.
Last week, Robert Francis Prevost was elected as the new pope. Prevost, now known as Pope Leo XIV, is the first American pope in the Vatican's history. Although he was born and raised in Chicago, a local genealogist and historian quickly traced his family's lineage to New Orleans. Jari Honora, family historian at the Historic New Orleans Collection, tells us more about what he discovered about the pope's familial ties to the Crescent City.Venture Global, the U.S.'s second largest producer of liquified natural gas, plans to build a second terminal in south Louisiana, this time in the sparsely populated Cameron Parish. The proposed terminal was recently granted a permit by the Department of Energy, its fifth LNG-related approval since President Trump took office. Verite News' Tristan Baurick tells us how residents are responding to the news.Scott Cowen has worn many hats. College football player, infantry officer, professor and president of Tulane University when Hurricane Katrina hit. He became a prominent voice for restoring the city's infrastructure, reforming the public school system and enhancing Tulane's athletic programs.More recently, he's authored several books, including “Lead and Succeed,” a leadership guide for recent graduates and early career professionals. Cowen joins us to discuss his varied career and share his leadership advice for young people.—Today's episode of Louisiana Considered was hosted by Karen Henderson. Our managing producer is Alana Schreiber. We receive production and technical support from Garrett Pittman, Adam Vos and our assistant producer, Aubry Procell. You can listen to Louisiana Considered Monday through Friday at noon and 7 p.m. It's available on Spotify, the NPR App and wherever you get your podcasts. Louisiana Considered wants to hear from you! Please fill out our pitch line to let us know what kinds of story ideas you have for our show. And while you're at it, fill out our listener survey! We want to keep bringing you the kinds of conversations you'd like to listen to.Louisiana Considered is made possible with support from our listeners. Thank you!
(00:00) Gekaapt door gas: hoe de fossiele lobby de Oekraine-oorlog gebruikte De Russische invasie van Oekraïne in 2022 schokte Europa. Terwijl de energieprijzen stegen, zag de gaslobby haar kans schoon. Oude klimaatbeloftes werden opzijgeschoven voor nieuwe, miljarden kostende LNG-projecten. Hoe kreeg de fossiele industrie in crisistijd weer zoveel invloed in Brussel? Argos reconstrueert de strategie van de gaslobby. We ontdekken hoe zij de oorlog gebruikten om het Europese energiebeleid naar hun hand te zetten. (37:00) Uithuisplaatsingen: Nederlandse overheid veroordeeld door Europees Hof Nederland is onlangs flink tot de orde geroepen in een historische uitspraak van het Europees Hof voor de rechten van de Mens over uithuisplaatsingen. De uitspraak, samen met twee recente rapporten over uithuisplaatsen, legt bloot wat er niet functioneert in het systeem. De moeder van een destijds éénjarig kind is onterecht het gezag ontnomen, oordeelt het Europees Hof. Er is geen goed onderzoek gedaan naar de situatie, en toch zijn er vervolgens ingrijpende beslissingen genomen. Deskundigen vinden de uitspraak belangrijk, omdat ze gelijkenissen zien met veel andere zaken. Dat blijkt ook uit het recent verschenen onderzoek ‘Terugplaatsing na gedwongen uithuisplaatsing' en uit het rapport van de commissie-Hamer, die het verband onderzocht tussen de toeslagenaffaire en uithuisplaatsingen. Wat kan er beter en hoe? Hoogleraar Mariëlle Bruning en staatssecretaris Teun Struycken reageren. Presentatie: Liesbeth Staats Redactie ‘fossiele lobby': Pepijn Keppel en Ronja Boer Redactie ‘uithuisplaatsingen': Judith Konijn Deze uitzending is tot stand gekomen met steun van Free Press/Postcode Loterij Fonds.
(00:00) Gekaapt door gas: hoe de fossiele lobby de Oekraine-oorlog gebruikte De Russische invasie van Oekraïne in 2022 schokte Europa. Terwijl de energieprijzen stegen, zag de gaslobby haar kans schoon. Oude klimaatbeloftes werden opzijgeschoven voor nieuwe, miljarden kostende LNG-projecten. Hoe kreeg de fossiele industrie in crisistijd weer zoveel invloed in Brussel? Argos reconstrueert de strategie van de gaslobby. We ontdekken hoe zij de oorlog gebruikten om het Europese energiebeleid naar hun hand te zetten. (37:00) Uithuisplaatsingen: Nederlandse overheid veroordeeld door Europees Hof Nederland is onlangs flink tot de orde geroepen in een historische uitspraak van het Europees Hof voor de rechten van de Mens over uithuisplaatsingen. De uitspraak, samen met twee recente rapporten over uithuisplaatsen, legt bloot wat er niet functioneert in het systeem. De moeder van een destijds éénjarig kind is onterecht het gezag ontnomen, oordeelt het Europees Hof. Er is geen goed onderzoek gedaan naar de situatie, en toch zijn er vervolgens ingrijpende beslissingen genomen. Deskundigen vinden de uitspraak belangrijk, omdat ze gelijkenissen zien met veel andere zaken. Dat blijkt ook uit het recent verschenen onderzoek ‘Terugplaatsing na gedwongen uithuisplaatsing' en uit het rapport van de commissie-Hamer, die het verband onderzocht tussen de toeslagenaffaire en uithuisplaatsingen. Wat kan er beter en hoe? Hoogleraar Mariëlle Bruning en staatssecretaris Teun Struycken reageren. Presentatie: Liesbeth Staats Redactie ‘fossiele lobby': Pepijn Keppel en Ronja Boer Redactie ‘uithuisplaatsingen': Judith Konijn Deze uitzending is tot stand gekomen met steun van Free Press/Postcode Loterij Fonds.
VOV1 - Trong cơ cấu nguồn điện năm 2025, nguồn thủy điện (có giá thành thấp) chỉ cung cấp được khoảng 25% sản lượng toàn hệ thống; 75% còn lại từ các nguồn điện có giá thành cao như nhiệt điện than, khí, dầu, NLTT. Tỷ lệ nhiên liệu đầu vào để sản xuất điện (than, dầu, LNG) đang phải nhập khẩu lớn.
Recorded on May 7, 2025 and January 16, 2025 https://youtu.be/AsKA7RStov4 Episode 131 of the PetroNerds podcast is a true PetroNerds special. This podcast is the lecture Trisha Curtis gave at the Eisenhower School for National Security and Resource Strategy on January 23, 2025. In this lecture Trisha explains that energy is power, literally and figuratively, and she spends time putting energy in the context of geopolitics getting into the weeds on the US, China, and Russia. This introduction is special in and of itself. Trisha explains what is happening in oil prices and why they are oversold and gets into OPEC output increases and why this actually makes sense right now. In this heavy hitting geopolitical lecture Trisha covers Iran, Saudi Arabia, demand for power generation, energy realities and geopolitics, coal, natural gas, and oil, and net zero being a fantasy. She discusses US energy leverage and dominance that has not been leaned into and used, energy implications for auto manufacturing and military capacity, ammunition supply, implications for the global economy of traditional fuels, getting real on the energy transition, lack of information in the market place and the lack of appropriately evaluating traditional fuels. Trisha also covers the onerous regulations and aggressive green policies in Europe and their lack of participation in AI, their deindustrialization, and their inability to defend themselves. Trisha gets into oil prices, the health of the US and global economy, the role of natural gas prices and the impact to hurting US manufacturing, resiliency of US shale, natural gas prices and US oil and gas production, OPEC spare capacity and global spare capacity and Saudi production. She further discusses Germany's unhealthy economy, stagflation, high electricity prices, rising unemployment, and increasing manufacturing capacity sitting idle, and their exposure to China, the SPR and the actual use cases for it and selling off, Ford and CATL, climate change and the techolongs of wind, solar, and batteries in extreme temperatures, She covers the importance of infrastructure and pipelines, the US leaving the Paris Climate Accords, the US exporting more LNG and increasing global energy security, Chinese auto dumping and undercutting global manufacturing, and China's fictitious GDP growth. Trisha spends a lot of time in the Q&A talking about electricity, wind and solar, Chinese coal and competition, the US SPR and refilling it, US shale and execution during and coming out of COVID, longer laterals and less wells and less rigs, global primary energy consumption, AI and electricity demand, Chris Wright, LNG, and America being open for business. Listen on Itunes
Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump's visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji
This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments: Market Moves: Crude drops 19% in April; midstream outperforms. Tariff Fallout: China spares key U.S. energy exports—ethane exempted. OPEC+ Impact: Supply push could drive oil to the low $50s. Earnings Pulse: Solid results, new gas projects tied to data center demand. Quick Hits: Buybacks rise, utility capex steady, LNG demand may climb.Listen in for a breakdown of the market forces reshaping energy today. Download Transcript
Stephen Grootes speaks to Jaco Human, CEO of Industrial Gas Users Association of Southern Africa about the R11 billion challenge facing gas users in securing liquefied natural gas (LNG) imports to prevent a looming gas supply crisis. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
This week, Scott sat down with his Lawfare colleagues Benjamin “The Beard” Wittes and Anastasiia (and Ava) Lapatina to discuss the week's biggest national security news stories, including:“A Waltz on Thin Ice.” Weeks after the SignalGate controversy, Mike Waltz is out as National Security Adviser and set to be nominated as U.N. Ambassador. Secretary of State Marco Rubio, meanwhile, is in for a record fourth high-ranking appointment, though rumors are circulating about just how long he may remain in the position. How big a deal is this switch in leadership? What might its broader implications be?“Resource Extraction.” After months of negotiations, Ukraine and the Trump administration have finally signed a minerals agreement that gives the United States (and, perhaps more importantly, President Trump) a financial stake in Ukraine's ongoing independence. Is the deal just exploiting Ukraine's vulnerability? Or is there a chance it might contribute to a better outcome for the beleaguered country?“Liquid Assets.” Russia has gotten its liquefied natural gas (or LNG) facility off the ground in the Arctic and is getting ready to export through a shadowfleet of unregistered vessels to eager buyers in China who are undeterred by Western sanctions. What does the situation tell us about the effectiveness of sanctions? And what is Russia up to in the Arctic?In Object Lessons, Ben logrolled Lawfare's accidentally-on-purpose, Fridays-at-4pm YouTube show, Lawfare Live (like, Like and Subscribe to our channel!). Scott's getting ready for grilled pizza season and shared tips for how to handle the heat. And turning the temperature down a notch, Nastya recommended Minna Ålander's substack, Northern Flank Notes, for more uutiset on the Nordic-Baltic-Arctic region.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.
This week, Scott sat down with his Lawfare colleagues Benjamin “The Beard” Wittes and Anastasiia (and Ava) Lapatina to discuss the week's biggest national security news stories, including:“A Waltz on Thin Ice.” Weeks after the SignalGate controversy, Mike Waltz is out as National Security Adviser and set to be nominated as U.N. Ambassador. Secretary of State Marco Rubio, meanwhile, is in for a record fourth high-ranking appointment, though rumors are circulating about just how long he may remain in the position. How big a deal is this switch in leadership? What might its broader implications be?“Resource Extraction.” After months of negotiations, Ukraine and the Trump administration have finally signed a minerals agreement that gives the United States (and, perhaps more importantly, President Trump) a financial stake in Ukraine's ongoing independence. Is the deal just exploiting Ukraine's vulnerability? Or is there a chance it might contribute to a better outcome for the beleaguered country?“Liquid Assets.” Russia has gotten its liquefied natural gas (or LNG) facility off the ground in the Arctic and is getting ready to export through a shadowfleet of unregistered vessels to eager buyers in China who are undeterred by Western sanctions. What does the situation tell us about the effectiveness of sanctions? And what is Russia up to in the Arctic?In Object Lessons, Ben logrolled Lawfare's accidentally-on-purpose, Fridays-at-4pm YouTube show, Lawfare Live (like, Like and Subscribe to our channel!). Scott's getting ready for grilled pizza season and shared tips for how to handle the heat. And turning the temperature down a notch, Nastya recommended Minna Ålander's substack, Northern Flank Notes, for more uutiset on the Nordic-Baltic-Arctic region.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute. Hosted on Acast. See acast.com/privacy for more information.
Tax equity plays a significant role in clean energy finance, but are developers using it effectively, or are they stumbling over complexities and recent changes? Sylvia Leyva Martinez is joined by Bryen Alperin, Partner and Managing Director at Foss and Company, a leading firm in renewable energy investment, to debate it. They explore how tax credits and incentives are reshaping clean energy's financial framework. Tax structures have changed significantly in the past few years, and there's new changes happening every day. Bryen talks about the challenges developers face, including policy changes under the Trump administration, and how these could affect project economics. It's everything you need to know about how to make tax structures work for you. This episode is brought to you by Foss & Company—a leader in tax equity investing. At the forefront of clean energy finance, Foss helps developers and investors unlock capital for solar and energy storage projects across the U.S. If you're navigating the tax credit landscape or looking to maximize project returns, partner with the experts. Visit fossandco.comto learn more. Foss & Company—investing in tomorrow, today. https://fossandco.com/contact-us/"Power Play was developed by ExxonMobil to shine a light on the accomplishments of remarkable women and the men who uphold the importance of empowering others in the LNG and decarbonization industries. Nominations for the seventh annual Power Play Awards are now open, with four categories available: The Rising Star, The Pioneer, The Ambassador, and The Low Carbon Accelerator. Nominate a deserving candidate today! Nominations close May 30th. Find out more."See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Private capital is flowing into all types of energy infrastructure—but where? And why? In this episode of Morning Energy Live, Andrew Gillick of Enverus Intelligence® Research sits down with Jack Howell, co-president of Stonepeak, to discuss its recent acquisition of a 40% stake in Louisiana LNG Infrastructure, how they are thinking about power demand growth in North American as well as how they view their early move into data centers paying off.Together, they'll explore key questions investors are asking right now:What drove early data center investments, and what does CoreWeave's IPO mean for the sector?With surging global demand for energy and connectivity, how do you prioritize capital allocation, from LNG to fiber networks?How does Stonepeak balance its $5.7 billion Louisiana LNG stake with its renewable investments like Madison Energy, and what's its long-term vision for navigating the shift to a net-zero grid?Whether you're deploying capital or tracking where it's going, this conversation will offer insight into how institutional money is reshaping energy from the Gulf Coast to global markets.
Canadians voted for Mark Carney and the Liberal government on April 28th, 2025. In his victory speech, Prime Minister Carney asserted, "It's time to build Canada into an energy superpower in both clean and conventional energy." This week's podcast delves into the election results and its potential impact on Canadian energy with guest Greg Lyle, the founder and President of Innovative Research Group, a full-service market research firm with offices in Vancouver and Toronto. Peter and Jackie discussed several topics with Greg, including surprises in the election results, how the Liberal minority government could collaborate with other parties to pass legislation, and the potential future direction of energy policy based on the Liberal platform and Prime Minister Carney's post-election statements. They also explored possible support for LNG export facilities, clean energy initiatives, and carbon capture and storage (CCS) projects like the Oil Sands Pathways Alliance project. Additionally, they considered proposals from the Liberals and industry to amend the Impact Assessment Act (Bill C-69), aiming to expedite decision timelines for project approvals. Content referenced in this podcast:Letter from Canadian energy CEO's to Mark Carney (April 30, 2025) “Build Canada Now: Energy CEOS to the Prime Minster of Canada: An Urgent Action Plan to Strengthen Economic Sovereignty”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
Join CURE America with host Donald T. Eason for a bold dive into President Trump's first 100 days. Jonathan Alexandre, Kris Ullman, and Marty Dannenfelser unpack a Justice Department shift restoring religious liberty and America's LNG export surge, boosting jobs and allies like Poland against Russia's grip. In a gripping one-on-one, Eason and Brian Blase expose illegal healthcare system practices, spotlighting Trump's transparency push. The panel then champions school choice, slams federal education failures, and reveals the 10% adverse effects of abortion pills, demanding FDA action. Alexandre dismantles DEI as divisive, advocating merit. Faith-driven and fearless, CURE America sparks a vision for a united nation—tune in! Panelist Titles: Brian Blase: President, Paragon Health Institute Jonathan Alexandre: Senior Counsel, Liberty Counsel Action Kris Ullman: President, Eagle Forum Marty Dannenfelser: Vice President for Government Relations, Center for Urban Renewal and Education (CURE)
We open with Energy Secretary Chris Wright discussing moves to make America the number one exporter of LNG in the world and bringing energy costs down. China is already seeing big problems and it's only going to get worse. Treasury Secretary Scott Bessent lays out the exact agenda taking place. India has now come forward with a zero tariffs off on auto parts, steel and pharmaceuticals. We then spend time with the NBC News interview of Donald Trump on Meet the Press with Kristen Welker. It adds a backdrop to show how mentally agile Trump is and how negative and slanted the Legacy/mainstream media continues to behave. Trump also mentions how Rep. Jasmine Crockett (D-TX) is a low-IQ person. DHS has announced a plan to fly people home and provide a $1000 stipend for any illegals who self-register and self-deport. This is a 70% cost savings versus the costs for normal arrest, detention and deportation. As to the cartels, Trump confirms he has offered the Mexican government assistance from the US Military in getting rid of the cartels. So, CNN goes to interview members of the cartels to see how they feel about it. NPR and PBS both believe their news is straight down the line, and, to an extent, they are correct, if they mean the left side of the page. Speaker Mike Johnson assures us the reconciliation bill is moving forward. And, finally, the NIH has announced they will no longer be using puppies in their testing procedures. Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR, TRUTH Social and YouTube by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!!
En este episodio repasamos las noticias más relevantes del día: • Futuros en rojo por la Fed y Trump: Los índices abren a la baja: $SPX -0.9%, $US100 -0.9%, $INDU -0.7%, con la atención puesta en la decisión de tasas esta semana. A pesar de la presión de Trump, se espera que la Fed mantenga las tasas sin cambios. Wall Street venía de su racha alcista más larga en 20 años. • Shell analiza adquirir BP: Según Bloomberg, $SHEL evalúa comprar $BP en una megafusión energética. Shell, con el doble de capitalización ($197B vs. $74B), estaría considerando la caída de valor de BP y las tensiones internas con inversores. De concretarse, sería una de las mayores fusiones del sector. • China vuelve al mercado de LNG: Empresas chinas reanudan compras spot de LNG tras caída de precios al nivel más bajo en un año (~$10/MBTU). Las importaciones cayeron 24% en lo que va de 2025. Expertos anticipan alza de hasta 60% en precios si continúa la debilidad del mercado global. • Trump impone arancel del 100% a películas extranjeras: Caen acciones del sector media: $NFLX -3%, $WBD -3%, $PARA -1%, $DIS -1.5%. El nuevo arancel busca proteger la industria de cine local, pero genera incertidumbre en Hollywood por su impacto operativo y en la cadena global de producción. ¡Dale play para entender cómo estas noticias impactan tus inversiones!
Welcome back to another power-packed episode of Tank Talks! Matt Cohen is once again joined by John Ruffolo to break down one of the most divisive and impactful elections in Canadian history. From Alberta's fury and NDP's collapse to the growing political alignment on tech policy, this episode peels back the layers on what just happened and what's coming next.* The shocking downfall of Jagmeet Singh and the NDP* Mark Carney's debut win and what it means for national unity* Alberta's boiling anger and the risk of Western alienation* The truth behind Microsoft's AI revenue surge and whether it's smoke and mirrors* Why tech leaders are finally seeing political alignment in OttawaElection Earthquake: Liberals Win, But is it Really a Minority? (00:02:00)Canada's 2025 federal election saw Mark Carney's Liberals clinch 169 seats, just three short of a majority. But is this really a minority government?John's take: Treat it like a majority. No one wants another election, and Carney may hold power longer than expected, possibly 12 to 24 months of clear runway. But the NDP collapse and talk of MP defections are setting the stage for high-stakes political bargaining.The NDP Implodes: Jagmeet Singh Steps Down (00:02:43)The New Democratic Party faces political extinction, just 6% of the vote and seven seats, losing official party status for the first time in decades.John's take: Expect backroom deals. Whether it's extending party status or poaching MPs, the Liberals may offer the NDP a lifeline in exchange for quiet support. But it's a risky game and could backfire with voters.Alberta's Fury: Is Western Alienation Back? (00:07:52)Premier Danielle Smith is fuming, warning that Alberta may escalate demands if its economic interests aren't prioritized. With 34 out of 37 seats going Conservative, Alberta feels ignored, again.John's take: Their frustration is justified. Ottawa's refusal to discuss pipelines or LNG is alienating a province that bankrolls the nation. If Alberta walks, Canada loses its economic engine.Tech's Policy Wish List: Capital Gains, AI, and Procurement (00:11:26)Canadian tech leaders wasted no time, issuing a post-election call to action: reform capital gains, support Canadian-built tech, and invest in AI infrastructure.John's take: The time for polite advocacy is over. With both Liberals and Conservatives aligning on major innovation policy, the opportunity for real progress has never been better, if egos don't get in the way.Surprise Unity: Liberals & Conservatives Align on Innovation (00:12:24)Despite the heated rhetoric, the two leading parties are shockingly aligned on digital strategy, immigration reform, and even open banking.John's take: There's nearly 80% overlap. Both parties want economic growth through tax relief, fast-tracked infrastructure, and internal free trade. Entrepreneurs are leading the charge, it's time politicians caught up.Microsoft's AI Playbook: Real Money or Recycled Revenue? (00:15:24)Microsoft's stock jumps as AI revenues appear to surge, but is it genuine growth or just a repackaged Office 365 price hike?John's take: Be skeptical. Most of the new revenue might just be legacy SaaS customers forced into higher prices. Until there's clear evidence of fresh, net-new AI revenue, it's mostly smart marketing.The AI Gold Rush: Are Startups Actually Winning? (00:18:12)John questions whether AI startups are truly reaping rewards or just helping Big Tech inflate its margins. And with hyperscalers spending tens of billions, pressure is mounting to prove the returns are real.John's take: Don't confuse exploratory pilot projects with actual adoption. Many corporates are still in “test mode,” and unless startups can prove long-term value, they risk getting left behind in an AI bubble.As Canada redefines its political and economic future, this episode offers unfiltered insights into what's really going on in Ottawa, Alberta, and Silicon Valley North. If you're a founder, investor, or policy leader, this is essential listening.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses a range of key energy topics, including the U.S. LNG industry's growth as a leading export, with Secretary Chris Wright highlighting its future dominance. He touches on U.S. oil companies reducing interest expenses while focusing on fiscal responsibility, Japan's MOL expanding its LNG fleet, and India's HPCL and ADNOC securing an LNG supply deal. Turley also emphasizes the importance of BP's partnership with Woodside for Louisiana LNG and the need for increased shipbuilding to support U.S. LNG exports. Additionally, he raises concerns about energy challenges in California, drawing comparisons to European grid issues.Highlights of the Podcast 00:00 - Intro 01:46 - U.S. LNG will be the United States' largest export product – Secretary Chris Wright04:47 - U.S. oil companies spent less on interest over the last decade despite higher rates07:27 - MOL's LNG fleet continues to expand09:50 - India's HPCL, Adnoc ink LNG supply deal12:42 - BP to supply feed gas to Woodside's Louisiana LNG15:24 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. LNG will be the United States' largest export product – Secretary Chris WrightU.S. oil companies spent less on interest over the last decade despite higher ratesMOL's LNG fleet continues to expandIndia's HPCL, Adnoc ink LNG supply dealBP to supply feed gas to Woodside's Louisiana LNGFollow 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 –
U.S. President Donald Trump was sworn into office for the second time on Jan. 20, 2025. That means April 30 marks his 100th day back in office. A lot has happened during that relatively short period of time. The Trump administration has implemented sweeping changes to U.S. energy policy, primarily focused on promoting fossil fuels while curtailing renewable energy development. The administration declared a “national energy emergency” to expedite approvals for fossil fuel infrastructure and lifted regulations on coal plants, exempting nearly 70 facilities from toxic pollutant rules. Coal was officially designated a “critical mineral,” with the Department of Justice directed to investigate regulatory bias against the industry. Additionally, the administration ended the Biden-era pause on approvals for new liquefied natural gas (LNG) export facilities, signaling strong support for natural gas expansion. On the environmental front, U.S. Environmental Protection Agency (EPA) Administrator Lee Zeldin announced 31 deregulatory actions designed in part to “unleash American energy.” The administration is also challenging the 2009 EPA finding that greenhouse gases endanger public health—a foundational element of climate regulation. President Trump announced the U.S.'s withdrawal from the Paris Climate Agreement, effective in early 2026, and terminated involvement in all climate-related international agreements, effectively eliminating previous emissions reduction commitments. Renewable energy has faced significant obstacles under the new administration. A six-month pause was imposed on offshore wind lease sales and permitting in federal waters, with specific projects targeted for cancellation. The administration issued a temporary freeze on certain Inflation Reduction Act (IRA) and Bipartisan Infrastructure Law (BIL) funds designated for clean energy projects. Policies were implemented to weaken federal clean car standards, potentially eliminate electric vehicle (EV) tax credits, and halt funding for EV charging networks—indirectly affecting power generation by potentially reducing electricity demand from EVs. Yet, the administration's tariff policy may end up impacting the power industry more than anything else it has done. “One thing in particular that I think would be hard to argue is not the most impactful, and that's the current status of tariffs and a potential trade war,” Greg Lavigne, a partner with the global law firm Sidley Austin, said as a guest on The POWER Podcast. In April, President Trump declared a national emergency to address trade deficits, imposing a 10% tariff on all countries and higher tariffs on nations with large trade deficits with the U.S. These tariffs particularly affect solar panels and components from China, potentially increasing costs for renewable energy projects and disrupting supply chains. Meanwhile, the offshore wind energy industry has also taken a hard hit under the Trump administration. “My second-biggest impact in the first 100 days would certainly be the proclamations pausing evaluation of permitting of renewable projects, but particularly wind projects, on federal lands,” said Lavigne. “That is having real-world impacts today on the offshore wind market off the eastern seaboard of the United States.” Despite the focus on traditional energy sources, the Trump administration has expressed support for nuclear energy as a tool for energy dominance and global competitiveness against Russian and Chinese nuclear exports. Key appointees, including Energy Secretary Chris Wright, have signaled a favorable stance toward nuclear power development, including small modular reactors. All these actions remain subject to ongoing legal and political developments, with their full impact on the power generation industry yet to unfold.
The tech sector has slid this year, but with the Nasdaq rebounding strongly in recent weeks, is the tech sector back? MARKET WRAP: ASX200: up 0.69% to 8,126 GOLD: $3,295 US/oz BITCOIN: $148,074 AUD Tech stocks higher led by WiseTech Global – up 1% and TechnologyOne gaining 2.4% to $30.06. REITS were also solid, with Goodman Group up 1.9% and Westfield shopping centre landlord, Scentre gaining 1.7% to $3.62. Wesfarmers rose 1.6% and JB Hi-Fi added 0.7% per cent to close at $103.59. Commonwealth Bank and Westpac also increased by 2.2% and 1.6%. Champion Iron dropped by just under 1 per cent to $4.57 despite reporting a record quarter for sales, rising 18 per cent year-on-year to 3.5 million dry metric tonnes. Alcoa retreated by 1.7% to $38.95 after reporting Spain’s nationwide power outage on Monday had affected operations at one of its smelters. Origin fell 1.3% following their report of a decrease in LNG revenue. CURRENCY UPDATE: AUD/USD: 63.4 US cents AUD/GBP: 47.8 pence AUD/EUR: 55 Euro cents AUD/JPY: 90 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.
The market WON'T get back to all time highs this year. Why? Listen to the episode. But there are some great stocks to make money on - long and short term. SEEKING ALPHA SPRING SALE - Get a FREE 7 day trial and a FREE Alpha Pick plus save $30 TRENDSPIDER SALE - SAVE OVER 25% Click this link - Then email me at dailystockpick3@gmail.com and I'll send you the welcome letter with everything to import to your setup with any annual plan 1. Man vs. Gorilla contest2. What type of trader are you? 3. $HIMS - Game Changer4. Market overview - why I don't think we will hit all time highs this year. 5. $AMZN - is it a buy before earnings? 6. Top 10 stocks - 5 are up 10% to 35% YTD7. $ROKU - 7 straight positive days8. $LNG - may not be what I thought9. Relative Performance Scanner FREE download10. $META - seasonally strong11. Mastercard and Visa 12. Energy plays 13. Stock Spotlight - $OKTA14. Earnings - $SPOT $KO $PYPL $SOFI $GLW $RCL 15. Presidential Grift (just facts - it feels wrong)TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at DAILYSTOCKPICK.SUBSTACK.COM
In this episode of the Oil Ground Up podcast, Dr. Robert E. Brooks discusses the evolution of the LNG market, the role of RBAC in energy modeling, and the current dynamics of global energy supply, particularly focusing on the relationship between the U.S. and China regarding LNG exports. Dr. Brooks highlights the significant changes in the LNG industry over the years, the impact of geopolitical factors, and the future outlook for LNG contracts amidst evolving market conditions. In this conversation, Robert E Brooks discusses the complexities of global shipping routes, particularly focusing on the Panama Canal and the Red Sea, and their implications for natural gas shipments. He provides insights into the current state of natural gas supply and demand, forecasting trends, and the impact of data centers on energy consumption. Brooks also addresses the risks and opportunities within the natural gas market, including geopolitical factors stemming from the Russia-Ukraine conflict and the evolving landscape of energy production and consumption in Europe.
In deze aflevering hebben we het onder meer over het effect van het beleid van de regering Trump op de wereldwijde energiemarkt. Op de olieprijs bijvoorbeeld, en op de LNG stromen over de wereldzeeën, op China en Europa. En over Europa gesproken: er was afgelopen week een tweedaagse conferentie in Londen over Energy Security – over energiezekerheid – georganiseerd door het IEA en de Britse overheid. Jilles heeft álles op de voet gevolgd. We hebben kort nieuws over CCS, dat in ons deel van de wereld van de grond lijkt te gaan komen, Jilles publiceerde op Energeia een artikel over geothermie en ik had er een op Energiepodium over waarom de EU eerlijk moet zijn over klimaat, kosten en keuzes.
Economist & central banker Mark Carney wins the Canadian election; Shadow Treasurer Angus Taylor joins the show to spell out the Coalition’s economic plans; Jayne Hrdlicka to become Endeavour CEO; Woodside’s big new LNG project; small businesses work their way around tariffs; Qantas gets Wi-Fi on international flights; James Packer sells a mansion; and Henry Jennings joins us for the Market Wrap. Host: Deb Knight Executive Producer: Tom Storey Technical Producer: Liam Achurch Publisher: Nine RadioSee omnystudio.com/listener for privacy information.
Welcome to the KE Report Weekend Show! On this weekend's show, we take a step back from the daily market noise to focus on the broader trends in the gold and energy sectors. We explore how investors are positioning across the commodity equity spectrum, from large-cap producers to junior explorers, and highlight key developments on the production side that could influence both prices and sentiment moving forward. Segment 1 & 2 - Joe Mazumdar, Editor of Exploration Insights, returns to break down his comprehensive analysis of North American-listed gold producers, highlighting how companies like Agnico Eagle, Kinross, Alamos, Lundin Gold, and Dundee Precious Metals stand out due to high margins, strong balance sheets, and consistent operational execution. He also discusses shifting investor preferences between growth, dividends, and jurisdictional risk, along with the growing competition from royalty companies and implications from recent M&A activity. Click here to visit the Exploration Insights website to follow along with Joe. Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, returns to share his outlook on oil and natural gas prices, citing geopolitical risks, seasonality, and LNG-driven demand as key factors shaping the market. He explains why U.S. oil production may have peaked, lays out his bullish thesis on natural gas amid rising AI-driven electricity demand, and highlights specific small-cap energy stocks like Hemisphere Energy, Rubellite Energy, and Range Resources that offer strong free cash flow and dividend potential in a low-price environment. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis. 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.
**黃金跳水！現貨金價急速下挫1.67%、日圓急貶 日經大漲666點 **台經院下修今年 GDP 至2.91% 前二季景氣存有超額利潤 **拒淪洗產地工具…大馬零售業不當大陸附庸 警惕成廉價品傾銷地 **台灣未拒、日韓力擋？美促承諾投資440億美元阿拉斯加 LNG 計畫 **韓個資委：DeepSeek私自移轉用戶資訊給國外業者 **美學者：中共正試圖掌握台灣總統維安即時資訊 **日媒：美軍無人艇擬常駐沖繩 協助部隊補給 **美媒：美國軍艦4／23通過台海 川普重返白宮後第2次 **國民黨動員逾5萬人上凱道 民進黨：當初怎不找活人連署？ **黃呂錦茹涉罷免綠委不實連署羈押禁見 北院：有勾串、滅證之虞 **黃呂錦茹遭押國民黨大暴動 溫朗東揭原因：沒她調頭寸「藍委難應付大罷免」！ **國民黨宜縣黨部3黨工認了「偽造罷免連署書」疑有「高層指示」 ***【Lagoon】洗澡椅、滑動椅*** ***https://www.lagoon-shop.com.tw/categories/ageless*** ❤️歡迎訂閱、收看、收聽，按讚、分享 【版權屬寶島聯播網所有，未經授權，不得轉載、重製，有需求請來信告知】 #寶島聯播網 #鄭弘儀 #寶島全世界 #川普 #習近平 #關稅戰 #半導體 #台積電 小額贊助支持本節目： https://open.firstory.me/user/clw4248xv113d01wg7s4h2xnq 留言告訴我你對這一集的想法： https://open.firstory.me/user/clw4248xv113d01wg7s4h2xnq/comments Powered by Firstory Hosting
On Episode 565 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, energy analyst and founder of Vanda Insights.SHOW NOTES(00:00) The Take(01:00) Markets pause after 7 day run(02:10) HUL, Nestle results point to continuing weak signals in domestic economy(06:02) China says no tariff talks(07:10) America wants India to buy more LNG but striking deals involve some navigation as deals tend to be long term and different from oil(20:23) Vietnam's EV car maker Vinfast says India factory will open in June and cars will launch later this yearListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
It was our privilege today to welcome the Honorable Jason Kenney, former Premier of Alberta, for a timely and insightful discussion on Canada's upcoming federal election (April 28). Jason holds 25 years of public service at both the federal and provincial level with wide-ranging policy and leadership experience. He served as the 18th Premier of Alberta from 2019 to 2022 and now serves as a Senior Advisor at Bennett Jones, in addition to holding several board positions. Prior to his time as Premier, Jason held several key federal cabinet roles, including Minister for Citizenship, Immigration and Multiculturalism, Minister of Employment and Social Development, Minister of National Defense, and Chair of the Cabinet Operations Committee. He was first elected a Member of Parliament in 1997 and was re-elected six times. We were thrilled to host Jason and learn from his unique perspectives on what the election means for energy, trade, and the U.S.-Canada relationship. In our conversation, Jason walked us through Canada's evolving political landscape and the two leading candidates: Pierre Poilievre of the Conservative Party and Mark Carney of the Liberal Party. He highlights key issues shaping the election including Trudeau's long tenure and declining popularity, Canada's weak per capita GDP growth, an overwhelmed immigration system, a doubling of housing costs, and issues of rising addiction and crime. Jason explains how Poilievre maintained a commanding 18-month lead in the polls until Trump's aggressive trade rhetoric reignited deep-rooted anxieties about Canadian sovereignty, prompting Trudeau's exit and opening the door for Carney to reframe the election around “Who can stand up to Trump?” while Poilievre continues to focus on affordability and change. We explore the role of minor parties in Canada's Parliamentary system, the unprecedented focus on energy and climate in Sunday's federal debate, expected policy outcomes depending on who wins, and the looming 2026 USMCA renegotiation. Jason shares his perspective on Canada's opportunity to grow LNG exports, the barriers posed by the Liberal government's zero-gas electricity rule and industrial carbon tax, and the potential for Alberta to become a hub for large-scale, gas-powered data centers given its cold climate and abundant stranded gas. We discuss Canadian electricity exports to the U.S., broader infrastructure challenges tied to electrification and economic growth, Canada's continued reliance on U.S. exports, and the growing sense that Canada's “holiday from history” is over. We also reflect on the emotional, historic and familial ties between the U.S. and Canada, the hope for reconciliation and renewed cooperation, and much more. It was a fascinating discussion. If you're interested in watching the energy and climate portion of Sunday night's Canadian Federal Leaders' debate, the 18-minute segment is linked here. Mike Bradley kicked off the discussion by highlighting President Trump's recent pressure on Fed Chairman Powell to immediately lower interest rates or risk getting fired. While global fear and uncertainty remains high, Mike noted that that it can and probably will be mitigated when Trump signs some high-profile tariff deals. In broader equity markets, the S&P Volatility Index remains pretty elevated, which was evident by the DJIA plunging by ~1,000 points on Monday and surging over 1,000 points on Tuesday! Investors are closely watching Tesla's Q1 earnings, with one analyst calling it a “Code Red” Moment, which could have broader market implications. He shared several bond, currency and equity market stats for Canada. From an energy equity reporting standpoint, Liberty Energy and Halliburton reported Q1 results, with both companies noting that E&Ps haven't decided to cut 2025 activity levels yet but are looking at a range of macroeconomic scenarios in anticipation of oil price
In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security over economics and sustainability? How to manage the inherent internal conflicts between co-existing policies and statements and what the trading opportunities might be for the energy & commodities sector. We welcome back with Nick Kumleben, the Energy and Commodities Director at Green Mantle, the geopolitical and macro advisory firm that weaves in historical context to help organizations understand the current markets and opportunities within them.
Clean Wisconsin has been keeping track of the many attacks on bedrock environmental safeguards being carried out by the Trump Administration. Dozens of rules and regulations that protect our air, water, land, endangered species and more are being targeted. With so much happening in such a short time, how do you know what's important, what's just a lot of bluster, and what's even legal? Host: Amy Barrilleaux Guest: Brett Korte, Clean Wisconsin attorney Resources for You: Running list of attacks on environmental safeguards 1/20 Freeze All In-Progress Standards EO - Freezes in-progress climate, clean air, clean water (including proposed limits on PFAS in industrial wastewater) and consumer protections. 1/20 Energy Emergency Declaration EO - Authorizes federal government to expedite permitting and approval of fossil fuel, infrastructure, and mining projects and circumvent Clean Water Act and Endangered Species Act requirements. 1/20 Withdrawal from Paris Climate Agreement EO - Reverses the US' international commitment to tackling climate change and reducing pollution. 1/20 Revokes Biden Climate Crisis and Environmental Justice Executive Actions EO - Reverses U.S. commitment to fight climate change and its impacts, and protect overburdened communities. 1/20 Attacks on Clean Car Standards EO - to stop clean car standards that required automakers to reduce tailpipe pollution from vehicles beginning in 2027. 1/20 Resumes LNG Permitting EO - Expedites Liquid Natural Gas export terminal approval over analysis finding exports raise energy costs for consumers. Attacks Climate and Clean Energy Investments from IRA and BIL EO - Freezes unspent funds from the Inflation Reduction Act and Infrastructure Investment and Jobs Act and directs agencies to reassess. 1/20 Attacks NEPA Protections EO - Rescinds order requiring White House Council on Environmental Quality (CEQ) to assess environmental and community impacts and allow community input into federal infrastructure projects. 1/21 Expands Offshore Oil Drilling EO - Reopens U.S. coastlines to offshore drilling. 1/21 Terminate American Climate Corps EO - Ends all programs of the American Climate Corps, which created thousands of jobs combatting climate change and protecting and restoring public lands. 1/21 Freezes New Wind Energy Leases EO - Withdraws wind energy leasing from U.S. waters and federal lands. 1/21 Open Arctic National Wildlife Refuge and other Alaska Lands for Drilling EO - Reopens sensitive federal lands and waters in Alaska to drilling. 1/28 EPA's Science Advisory Panel Members Fired Memorandum - Acting EPA administrator James Payne dismisses members of the Clean Air Scientific Advisory Committee and Science Advisory Board, which provides independent expertise to the agency on air quality standards and sources of air pollution. 1/28 EPA Suspends Solar For All Grants Memorandum - The EPA halted $7 billion in contractually obligated grants for Solar For All, an Inflation Reduction Act program that delivers clean energy and lower prices to vulnerable communities 1/31 Trump administration scrubs "climate change" from federal websites Memorandum - Mentions of climate change have been removed from federal websites such the Department of Agriculture, which includes the Forest Service and climate-smart agriculture programs, and the EPA. 2/3 Trump requires removal 10 existing rules for every new rule EO - The order requires that when an agency finalizes a new regulation or guidance they identify 10 existing rules to be cut. 2/3 Interior secretary weakens public lands protections in favor of fossil fuel development Sec Order - After Trump's "Unleashing American Energy" executive order, Interior Secretary Burgum ordered the reinstatement of fossil fuel leases, opened more land for drilling, and issued orders weakening protections of public lands, national monuments and endangered species, and overturned advanced clean energy and climate mitigation strategies. 2/5 Energy secretary announces review of appliance efficiency standards Sec Order - Energy Secretary Wright ordered a review of appliance standards following Trump's Day One order attacking rules improving the efficiency of household appliances such as toilets, showerheads, and lightbulbs as part of a secretarial order intended to increase the extraction and use of fossil fuels. 2/5 Army Corps of Engineers halts approval of renewables Guidance via DOD - The Army Corps of Engineers singled out 168 projects – those that focused on renewable energy projects – out of about 11,000 pending permits for projects on private land. Though the hold was lifted, it was not immediately clear if permitting had resumed. 2/6 Transportation Department orders freeze of EV charging infrastructure program Memorandum - A Transportation Department memo ordered the suspension of $5 billion in federal funding, authorized by Congress under the National Electric Vehicle Infrastructure (NEVI) program, for states to build electric vehicle chargers. 2/11 SEC starts process to kill climate disclosure rule Memorandum - The acting chair of the Securities and Exchange Commission paused the government's legal defense of a rule requiring companies to identify the impact of their business on climate in regulatory findings. The rule was challenged in court by 19 Republican state attorneys general and the U.S. Chamber of Commerce, and Energy Secretary Chris Wright's Liberty Energy, among others. 2/14 EPA fires hundreds of staff Memorandum - The Trump administration's relentless assault on science and career expertise at the U.S. Environmental Protection Agency continued today with the firing of almost 400 staff who had ‘probationary' status. 2/14 DOE issues the first LNG export authorization under new Trump administration DOE Secretary Wright issued an export authorization for the Commonwealth LNG project in Cameron Parish, Louisiana, despite a 2024 DOE report finding that unfettered LNG exports increase energy bills and climate pollution. 2/18 Trump issues order stripping independent agencies of independence EO - Trump signed an executive order stripping independent regulatory agencies, including the Federal Energy Regulatory Commission (FERC) and the Securities and Exchange Commission (SEC) of their independence, moving them to submit proposed rules and final regulations for review by the White House Office of Information and Regulatory Affairs (OIRA) and granting the attorney general exclusive authority over legal interpretations of rules. The order is likely to be challenged as Congress created these agencies specifically to be insulated from White House interference. 2/19 Zeldin recommends striking endangerment finding Memorandum - After Trump's "Unleashing American Energy" executive order, EPA Administrator Lee Zeldin has told the White House he would recommend rescinding the bedrock justification defining six climate pollutants – carbon dioxide, methane, nitrous oxide, hydrofluorocarbons, perfluorocarbons, and sulfur hexafluoride – as air pollution to be regulated by the Clean Air Act. 2/19 Trump administration moves to rescind all CEQ regulatory authority Rulemaking - The Trump administration has moved to rescind the Council on Environmental Quality's role in crafting and implementing environmental regulations, revoking all CEQ orders since 1977 that shape how federal agencies comply with the National Environmental Policy Act (NEPA) which requires the government to consider and disclose environmental impacts of its actions. 2/19 Trump directs agencies to make deregulation recommendations to DOGE EO - Trump issues executive order directing agencies to work with the Department of Government Efficiency (DOGE) to make recommendations that will accelerate Trump's efforts to dismantle regulations across the federal government as part of his 10 out, 1 in policy. Among the protections likely to be in DOGE's crosshairs are those that keep polluters from ignoring environmental laws and protect clean air and water. 2/19 FEMA staff advised to scrub "changing climate" and other climate terms from documents Memorandum - A Federal Emergency Management Agency memo listed 10 climate-related words and phrases, including "changing climate," “climate resilience,” and “net zero," to be removed from FEMA documents. The memo comes after USDA workers were ordered to scrub mentions of climate change from websites. 2/21 Greenhouse Gas Reduction Fund Director Placed on Administrative Leave Guidance - According to media reports, EPA administrator Lee Zeldin has put the Greenhouse Gas Reduction Fund (GGRF) director on administrative leave. The GGRF is a $27 billion federal financing program that addresses the climate crisis and is injecting billions of dollars in local economic development projects to lower energy prices and reduce pollution especially in the rural, urban, and Indigenous communities most impacted by climate change and frequently left behind by mainstream finance. 2/27 Hundreds fired as layoffs begin at the National Oceanic and Atmospheric Administration Guidance - On Thursday, February 27, about 800 employees at NOAA, the agency responsible for the nation's bedrock weather, climate, fisheries, and marine research, were fired in the latest round of Trump administration-led layoffs. The layoffs could jeopardize NOAA's ability to provide life-saving severe weather forecasts, long-term climate monitoring, deep-sea research and fisheries management, and other essential research and policy. 3/10 Energy secretary says climate change a worthwhile tradeoff for growth Announcement - Speaking at the CERAWeek conference, Energy Secretary Chris Wright said the Trump administration sees climate change as “a side effect of building the modern world,” and pledged to “end the Biden administration's irrational, quasi-religious policies on climate change." 3/10 Zeldin, Musk Cut $1.7B in Environmental Justice Grants Guidance - EPA Administrator Lee Zeldin announced the cancellation of 400 environmental justice-related grants, in violation of a court order barring the Trump administration from freezing "equity-based" grants and contracts. 3/11 EPA eliminates environmental justice offices, staff Memorandum - EPA Administrator Lee Zeldin ordered the closure of environmental justice offices at the agency's headquarters and at all 10 regional offices and eliminate all related staff positions "immediately." The reversal comes just days after the EPA reinstated environmental justice and civil rights employees put on leave in early February. 3/12 EPA Announcement to Revise "Waters of the United States" Rule Announcement - The EPA will redefine waters of the US, or WOTUS, to comply with the US Supreme Court's 2023 ruling in Sackett v. EPA, which lifted Clean Water Act jurisdiction on many wetlands, Administrator Lee Zeldin said 3/14 Zeldin releases 31-rollback ‘hit list' Memorandum (announced, not in effect as of 4/10) - EPA Administrator Lee Zeldin announced plans to dismantle federal air quality and carbon pollution regulations, identifying 31 actions ranging from from soot standards and power plant pollution rules to the endangerment finding – the scientific and legal underpinning of the Clean Air Act. 3/14 EPA halts enforcement of pollution rules at energy facilities Memorandum - According to a leaked memo, the EPA's compliance office has halted enforcement of pollution regulations on energy facilities and barred consideration of environmental justice concerns. The memo states: "Enforcement and compliance assurance actions shall not shut down any stage of energy production (from exploration to distribution) or power generation absent an imminent and substantial threat to human health or an express statutory or regulatory requirement to the contrary.” 3/14 Trump revokes order encouraging renewables EO - Trump signed an executive order rescinding a Biden-era proclamation encouraging the development of renewable energy. Biden's order under the Defense Production Act permitted the Department of Energy to direct funds to scale up domestic production of solar and other renewable technologies. 3/17 EPA plans to eliminate science staff Memorandum - Leaked documents describe plans to lay off as many as 1,155 scientists from labs across the country. These chemists, biologists, toxicologists and other scientists are among the experts who monitor air and water quality, cleanup of toxic waste, and more. 3/16 EPA invites waivers on mercury pollution and other hazardous pollutants Memorandum - The EPA invited coal- and oil-fired power plants to apply for exemptions to limits on mercury and other toxic pollutants under the Clean Air Act. Mercury is an extremely dangerous pollutant that causes brain damage to babies and fetuses; in addition to mercury, pollution from power plants includes hazardous chemicals that can lead to cancer, or damage to the lungs, kidneys, nervous system and cardiovascular system. 4/3 Trump administration adds "deregulation suggestion" website A new page on regulations.gov allows members of the public to submit "deregulation" ideas. The move is the latest in the Trump administration's efforts to slash public health, safety, and climate safeguards, and comes soon after the administration offered companies the opportunity to send the EPA an email if they wished to be exempted from Clean Air Act protections. 4/8 Series of four EOs to boost coal EO - Under the four orders, Trump uses his emergency authority to allow some older coal-fired power plants set for retirement to keep producing electricity to meet rising U.S. power demand amid growth in data centers, artificial intelligence and electric cars. Trump also directed federal agencies to identify coal resources on federal lands, lift barriers to coal mining and prioritize coal leasing on U.S. lands. In a related action, Trump also signed a proclamation offering coal-fired power plants a two-year exemption from federal requirements to reduce emissions of toxic chemicals such as mercury, arsenic and benzene. 4/9 Executive Order Attacking State Climate Laws EO - Directs the U.S. Attorney General to sue or block state climate policies deemed "burdensome" to fossil fuel interests — including laws addressing climate change, ESG investing, carbon taxes, and environmental justice. 4/9 New expiration dates on existing energy rules EO - The order directs ten agencies and subagencies to assign one-year expiration dates to existing energy regulations. If they are not extended, they will expire no later than September 30, 2026, according to a White House fact sheet on the order. The order also said any new regulations should include a five-year expiration, unless they are deregulatory. That means any future regulations would only last for five years unless they are extended. 4/17 Narrow Endangered Species Act to allow for habitat destruction The Trump administration is proposing to significantly limit the Endangered Species Act's power to preserve crucial habitats by changing the definition of one word: harm. The Endangered Species Act prohibits actions that “harass, harm, pursue, hunt, shoot, wound, kill, trap, capture, or collect” endangered plants and animals. The word “harm” has long been interpreted to mean not just the direct killing of a species, but also severe harm to their environment
Follow us on X: @PhilBryantMS @americasrt1776 @ileaderssummit @NatashaSrdoc @JoelAnandUSA @supertalk Join America's Roundtable (https://americasrt.com/) radio co-hosts Natasha Srdoc and Joel Anand Samy with Governor Phil Bryant, the State of Mississippi's 64th governor, former lieutenant governor, state auditor, legislator in the Mississippi House of Representatives and chairman of the Southern States Energy Board. Phil Bryant is a founding member of BSS Global where he provides strategic advice and business development services to some of the world's largest industry leaders. He serves on the executive advisory board of International Leaders Summit. America's Roundtable conversation with Governor Bryant brings to the forefront key policy issues including trade and tariffs, the urgency to advance tax reform, unleash energy independence and protect America's sovereignty. The timely discussion is focused on President Trump's policies and executive orders — and what it means for America's citizens, taxpayers, local communities and states. Further reading: Magnolia Tribune | Vice President Vance touts ‘Mississippi Miracle,' calls the education reform “pretty incredible” (https://magnoliatribune.com/2025/04/08/vice-president-vance-touts-mississippi-miracle-calls-the-education-reform-pretty-incredible/) Brief excerpt from the article: “This is pretty incredible,” Vice President Vance wrote on X. “Smart education reform drastically improved Mississippi's schools.” The reforms began in 2012 under then-Governor Phil Bryant (R), Lt. Governor Tate Reeves (R) and Speaker Philip Gunn (R). As previously noted by Laurie Todd-Smith in a 2023 Magnolia Tribune column on the making of the “Mississippi Miracle,” only 33 percent of third graders and 32 percent of 8th graders were reading proficiently on state tests that year. She led the governor's education policy team and is now the Assistant Secretary for Early Childhood Education at the U.S. Department of Health and Human Services. Bryant presented lawmakers with an education vision titled “Framing Mississippi's Future” and in 2013, reforms such as the Literacy Based Promotion Act (3rd Grade Reading Gate), the Pre-K Collaborative, the Mississippi Charter School Act, Dyslexia Education Scholarships, and more were passed and signed into law. Mississippi unites with Israel at Jerusalem Leaders Summit (https://www.jns.org/mississippi-unites-with-israel-at-jerusalem-leaders-summit/) Jerusalem | Mississippi Gov. Phil Bryant bounded on stage and, in his obvious Southern drawl, greeted the guests of the Jerusalem Leaders Summit, which took place last month at the Inbal hotel. Bryant was presented with the Distinguished Leadership Award for his efforts to strengthen the Israel-U.S. strategic partnership. He is a strong Israel advocate and his emotions were on full display when he addressed the crowd. “We have so many friends around the world,” he said, “but none as close, and none that I love more than Israel. I am called to be here. Perhaps sometimes we cannot explain exactly why, but that call, that voice, is stronger than any other that we hear, to come to Israel, to Jerusalem, to do what I can to strengthen this relationship.” The Third Jerusalem Leaders Summit held from Nov. 18-20, proved a unique event featuring leading voices who articulated principled solutions in addressing the 21st-century's economic concerns, global threats and security challenges. The parent organization—the International Leaders Summit, co-founded by Joel Anand Samy and Natasha Srdoc—brought together leaders from America, Britain, continental Europe, India and Israel to its inaugural Jerusalem Leaders Summit event in 2015, affirming the rule of law of civilization, based on shared principles and values. americasrt.com (https://americasrt.com/) https://summitleadersusa.com/ | https://jerusalemleaderssummit.com/ America's Roundtable on Apple Podcasts: https://podcasts.apple.com/us/podcast/americas-roundtable/id1518878472 X: @PhilBryantMS @americasrt1776 @ileaderssummit @NatashaSrdoc @JoelAnandUSA @supertalk America's Roundtable is co-hosted by Natasha Srdoc and Joel Anand Samy, co-founders of International Leaders Summit and the Jerusalem Leaders Summit. America's Roundtable (https://americasrt.com/) radio program - a strategic initiative of International Leaders Summit, focuses on America's economy, healthcare reform, rule of law, security and trade, and its strategic partnership with rule of law nations around the world. The radio program features high-ranking US administration officials, cabinet members, members of Congress, state government officials, distinguished diplomats, business and media leaders and influential thinkers from around the world. Tune into America's Roundtable Radio program from Washington, DC via live streaming on Saturday mornings via 65 radio stations at 7:30 A.M. (ET) on Lanser Broadcasting Corporation covering the Michigan and the Midwest market, and at 7:30 A.M. (CT) on SuperTalk Mississippi — SuperTalk.FM reaching listeners in every county within the State of Mississippi, and neighboring states in the South including Alabama, Arkansas, Louisiana and Tennessee. Listen to America's Roundtable on digital platforms including Apple Podcasts, Spotify, Amazon, Google and other key online platforms. Listen live, Saturdays at 7:30 A.M. (CT) on SuperTalk | https://www.supertalk.fm
In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy topics, including the rise of Russian LNG exports despite EU efforts to phase it out, the implications of seized Russian assets and the U.S. gaining leverage over the EU, and the recent $8 billion loss in U.S. clean energy projects. They also touch on the U.S. military's strike on a Houthi oil port, the recent surge in U.S. LNG exports, and the potential for BP to merge with other energy giants like Chevron or Exxon, amid challenges posed by U.K. regulatory policies. They also highlight the broader geopolitical energy landscape, focusing on Iran, China's economic struggles, and future energy market shifts.Highlights of the Podcast 00:00 - Intro02:15 - To Be or Not to Be – Russian LNG Revisited04:34 - Here's How Gas Pipelines & Seized Russian Assets Could Give The US Lots Of Leverage Over The EU07:05 - Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity?12:16 - U.S. Conducts Its Deadliest-Known Recent Strike on Houthi Oil Port14:24 - US LNG exports climb to 34 cargoes18:44 - Markets Update23:41 - Rig Count Update24:48 - Energy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?29:18 - OutroPlease see the links below or articles that we discuss in the podcast.To Be or Not to Be – Russian LNG RevisitedHere's How Gas Pipelines & Seized Russian Assets Could Give The US Lots Of Leverage Over The EUClean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion – But how much cheaper will be our electricity?U.S. Conducts Its Deadliest-Known Recent Strike on Houthi Oil PortUS LNG exports climb to 34 cargoesEnergy Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?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 –
To begin this week's podcast, Peter and Jackie recap the past week's events, including President Trump's tariff U-turn and the escalating US-China tariff war.Next, the conversation turns to Canada, the upcoming federal election, and Arctic export ports. To help us understand the opportunities and challenges with Arctic ports, Chris Avery, CEO of the Arctic Gateway Group joins the show. The Arctic Gateway Group is an Indigenous and community-owned transportation company that operates the Port of Churchill—Canada's only Arctic seaport serviced by rail—and the Hudson Bay Railway, connecting The Pas to Churchill, Manitoba.Here are some of the questions Peter and Jackie asked Chris: What is the condition of the rail line to the port now? What types of goods are currently exported from the port, and what types are expected to be exported in the future? Is it a deep-water port? How much of the year is Hudson Bay covered by ice, preventing exports? Is it feasible to break the ice? They also discussed whether the port could be suitable for LNG exports. Content referenced in this podcast:Mark Carney, Liberal platform, economic pillars for change with a plan for Arctic ports (note, the Conservative party of Canada also has an Arctic control and sovereignty plan, but it does not explicitly identify energy export ports). Energy News “Arctic Pipelines to Capture European Market” (March 26, 2025), reporting that Canadian Prime Minister Mark Carney's initiative aimed at expanding the country's oil infrastructure toward the ArcticLNG Industry, “Ice-breaking LNG carrier for Yamal LNG project named Vladimir Rusanov” (January 2018)Ship Technology “Mikhail Ulyanov Ice-Class Tanker” (December 2008)The BC Government announces more flexibility for the LNG net-zero 2030 policy, see March 28, 2025 letter to project proponent and updated Climate Action Secretariat's Net Zero Plan Requirements 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
With the ramp up of two LNG projects on the Gulf Coast this year and more demand on the way in 2026, all eyes are on the swift rise in prices. But will producers be incentivized to swiftly grow production volumes after a prolonged period of low prices? NGI's Jacob Dick, senior editor of LNG, talks with East Daley Analytics' Jack Weixel, senior director of energy analysis, about the price and production outlook headed into 2026 and how volatility may be here to stay.
On today's episode of the podcast, Tim Stewart, who serves in the role of President of the U.S. Oil and Gas Association, joined Amanda Head to talk about the golden era for oil and gas innovation taking place under the leadership of President Trump and his cabinet, like Energy Secretary Chris Wright and Interior Secretary Doug Burgum. Stewart is quite candid when it comes to the short term impacts of the tariffs President Trump recently announced in the Rose Garden on April 2, and he dives into the importance of approving permits and deregulating offshore liquified natural gas (LNG) facilities. You can keep up with the great work of Tim Stewart and his association by following them on X (formerly Twitter) and searching for their handle: @US_OGASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands
In this month's mineral rights news episode, we analyze the unexpected OPEC announcement of plans to raise output by 411,000 barrels per day starting in May 2025 coupled with tariffs that sent oil prices tumbling 7%. We also examine how the Trump administration's new tariff policies are reshaping global energy markets, particularly for LNG exports, and discuss the implications of secondary tariffs targeting countries importing Venezuelan oil. Plus, we review the latest rig count data showing a potential shift toward natural gas production in several key basins. As always, links to the articles discussed can be found in the show notes at mineralrightspodcast.com.
Congressman Burgess Owens discusses President Trump's groundbreaking executive order to eliminate the Department of Education, the implications of this decision, the importance of educational innovation, and how it can empower parents and students alike.. Congressman Owens shares his insights on the current state of education in America and the need for a shift towards local control and choice in education. Meanwhile, time is running out for Bytedance to sell TikTok to an American company, and Reid Rasner, the founder and CEO of Omnivest Financial, is making headlines with his nearly $50 billion bid to acquire TikTok. Reid shares insights into his ambitious proposal, which includes creating a sovereign wealth fund and monetizing user data in a groundbreaking way. Discover how his vision aims to revolutionize social media, empower users, and ensure national security while delivering a win for America. Finally, former FERC Chairman Neil Chatterjee explores the complexities of American energy policy. Discover how the Biden administration's decisions regarding liquefied natural gas (LNG) have impacted the economy and foreign policy, and learn why Chatterjee believes LNG is crucial for energy security and job creation in the U.S.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureThe House Oversight Committee found a doc that was intentionally hidden so the green new scam would move forward. Canada furniture company moving to NC. Fed is trapped in their own trap. Trump wants the rates cut as we transition. The [DS] is exposing their shadow government that has been their for years. Trump is showing the people who the insurgence are and each time the [DS] digs in it gets worse and worse for them. The [DS] is still trying to push war with Russia. In the end as Trump continues to release the declassified docs the D's and [DS] will be failing pain. The decision on timing was left to him. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy House Oversight Committee Sinks Into Key Study ‘Intentionally Buried' By Biden Administration The House Oversight and Accountability Committee is in possession of a key study on natural gas as of Wednesday that the Biden administration withheld in order to move forward with its 2024 crackdown on liquefied natural gas (LNG). The Biden Department of Energy (DOE) “intentionally buried” a final draft version of a study assessing impacts of LNG export growth in 2023 over worries that it would not support the rationale for the Biden administration's January 2024 decision to unilaterally freeze LNG export approvals, “Biden Administration officials, who religiously claimed to ‘follow the science,' abandoned it to undermine American-made energy production, appease climate activists, and achieve their predetermined outcomes. As Secretary Granholm sought to weaken America's LNG industry, the Biden Department of Energy withheld key data from both the American people and Congress in order to push forward their radical environmental agenda,” Republican Kentucky Rep. James Comer, the committee's chairman, said in a statement https://twitter.com/realnickpope/status/1901962378352218180?ref_src=twsrc%5Etfw Source: dailycaller.com Trump says he believes India will be lowering tariffs on US, Breitbart reports U.S. President Donald Trump told Breitbart News in an interview on Wednesday that he believes India will probably be lowering the tariffs it imposes on American goods. "I believe they're going to probably going to be lowering those tariffs substantially, but on April 2, we will be charging them the same tariffs they charge us," he was quoted as saying. Source: yahoo.com EU to delay retaliatory tariffs on US whiskey, other exports The EU had been planning to levy two tranches of tariffs starting April 1 on a range of U.S. goods that includes agricultural products and clothing items but announced Thursday that the countermeasures will be taking effect beginning in mid-April. Gill called the new effective date for the tariffs a “slight adjustment” that would not diminish their economic impact but would allow additional time for negotiations. Source: thehill.com Furniture manufacturer shuts down Canadian operations, moves production to N.Carolina Canadian ready-to-assemble furniture supplier Prepac has reportedly shut down its manufacturing operations in Delta, British Columbia, shifting all production to its facility in North Carolina instead. According to Unifor, the union that represents Prepac's workers, tariffs are to blame. More than 170 workers will be laid off. Prepac has not confirmed that the closure and production shift were done as a response to tariffs or the trade war,
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