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Watch two experienced real estate attorneys battle through key aspects of a commercial lease negotiation in front of a live audience receiving CE credit. This segment features Chris Troutman with Alston & Bird and Meghan Gordon with Arnall Golden Gregory LLP, and is moderated by show host and broker Michael Bull, CCIM. ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show
As Russia continues its invasion of Ukraine, the Biden administration is contemplating ways to starve the Russian economy of revenues, the bulk of which come from Russian oil and energy exports. As part of that effort, the US Treasury Department has been lobbying European and Asian leaders to support a price cap on Russian oil. Details of how that would be structured and enforced have been scant, but the idea is that a price cap would allow Russian crude supplies to continue to flow to the global marketplace but at a low enough price that Russia would not reap any benefits. Senior editor Jasmin Melvin asked several oil market experts to weigh in on one question: Can the West enforce a global price cap on Russian oil, and will it result in lower prices? We heard from: • Helima Croft, head of commodities strategy at RBC Capital Markets (2:29) • Kevin Book, managing director at ClearView Energy Partners (3:40) • Giovanni Staunovo, commodity strategist at UBS (5:00) • Christof Rühl, senior research fellow at Columbia University's Center on Global Energy Policy (6:37) • Brenda Shaffer, senior energy adviser at the Foundation for Defense of Democracies (10:24) • Ben Cahill, senior fellow at the Center for Strategic and International Studies (12:43) • Paul Sheldon, chief geopolitical adviser for Platts Analytics (14:03) Stay tuned after the interview for a special message from Capitol Crude host Meghan Gordon, and for the Market Minute with Starr Spencer.
US President Joe Biden just wrapped up a trip to the Middle East with a closely watched visit to Saudi Arabia. His national security director signaled that the success of his oil diplomacy will be judged in the coming weeks, not immediately. So will OPEC+ agree to increase production at its Aug. 3 meeting to help ease global prices? Ellen Wald, president of Transversal Consulting and senior nonresident fellow at the Atlantic Council's Global Energy Center, spoke with senior editor Meghan Gordon about the debate around Saudi Arabia's spare oil capacity, US-Saudi relations, and how Russia likely loomed over the talks. Stick around after the interview for Jordan Blum with the Market Minute, a look at near-term oil market drivers.
Global energy markets have gone through dramatic shifts since Russia's invasion of Ukraine, and the risks around high prices and tight supply are not expected to ease anytime soon. Atul Arya, chief energy strategist for S&P Global Commodity Insights, spoke with senior editor Meghan Gordon about those challenges. They discuss how the war has changed the pace of the energy transition away from fossil fuels, whether the focus on energy security is on the rise, and how today's energy crisis compares to the oil shocks of the 1970s. They also look at the long-term impacts of Europe severing economic ties with Russia and the latest outlook for US oil supply growth. Stick around after the interview for Jordan Blum with the Market Minute, a look at near-term oil market drivers. This podcast was produced by Meghan Gordon in Washington and Jennifer Pedrick in Houston.
The Texas Railroad Commission -- which regulates the state's oil and gas industry, not railroads -- just went through perhaps its highest profile election. Chairman Wayne Christian faced oil and gas lawyer Sarah Stogner who posed tough questions about his enforcement record and the commission's response to the 2021 Texas blackout. Christian won with 65% of the vote, but the campaign raised the profile of the arguments against him. Now he's facing Democrat Luke Warford in the November general election. Senior editor Meghan Gordon spoke with Warford when he was in Washington, DC, recently. We also reached out to the Christian campaign but didn't hear back. Warford argues the commission's poor oversight of the industry deserves blame for the 2021 grid failure and that the regulators have done little since then to ensure that the grid is ready for the next round of extreme weather. He's also campaigning on cutting down on flaring exemptions, which he calls economically wasteful as international demand soars for Texas gas and climate concerns increase. Stick around after the interview for Starr Spencer with the Market Minute, which looks at the current lack of oil and gas investment and questions around meeting long-term demand. This podcast was produced by Meghan Gordon in Washington and Jennifer Pedrick in Houston.
As the US and Europe move to cut methane emissions, will the demand pull for cleaner LNG spread to price-sensitive Asia? Ben Cahill, a senior fellow at the Center for Strategic and International Studies, published a report this month looking at how concerns about methane emissions might spread elsewhere in the world, and how the focus on methane could reshape the LNG market. Cahill argues that it will take some time before the market -- and Asian buyers in particular -- start paying a premium for cleaner gas. But he does believe demand for this so-called differentiated LNG will develop eventually. Stick around after the interview for Starr Spencer with the Market Minute, a look at the stabilizing US rig count and other trends from first-quarter earnings calls. This podcast was produced by Meghan Gordon in Washington and Jennifer Pedrick in Houston.
As Europe aims to phase out Russian oil imports within months, attention is starting to shift to whether the US will impose secondary sanctions on Russian oil customers. Edward Fishman, who was the Russia and Europe sanctions lead at the State Department during the Obama administration, argues the US should take that step. Fishman, nonresident fellow at Columbia's Center for Global Energy Policy, outlines how escrow accounts can be used to keep oil revenues from going to Russia without threatening a shock to global energy supplies. He draws on Iran sanctions history to make the case that China and India would have incentive to comply with US secondary sanctions. Fishman was a member of a Stanford University working group that outlined steps the Biden administration could take to expand sanctions on Russian energy, transportation, insurance and banking. Stick around after the interview for Chris van Moessner with the Market Minute, a look at near-term oil market drivers. This podcast was produced by Meghan Gordon in Washington and Jennifer Pedrick in Houston.
The shipping sector faces a massive challenge in decarbonizing to meet global climate goals. To accelerate those efforts, leaders at the COP26 climate change conference in Glasgow last year agreed to develop at least six green shipping corridors by 2025 and many more by 2030. The Biden administration has fully supported the plan and is urging private industry to also get on board. One of the more significant corridors to emerge is between the Port of Los Angeles, the busiest container port in the Western Hemisphere, and the Port of Shanghai, the world's largest port. Christopher Cannon, chief sustainability officer at the Port of Los Angeles, spoke with senior editor Meghan Gordon about how plans for the Los Angeles-Shanghai green shipping corridor are shaping up. They discussed the role fuel producers will play and which alternative fuels look most promising. Cannon also gives an update on efforts to ease West Coast port congestion and predicts another possible port backup when Chinese cities emerge from pandemic lockdowns. Stick around after the interview for Jordan Blum with the Market Minute looking at how workforce issues in the rail sector could affect shipments of oil feedstocks, ethanol, coal, grain and other commodities. This podcast was produced by Meghan Gordon in Washington and Jennifer Pedrick in Houston.
Where is US oil production headed with prices at $90/b and some analysts seeing triple digits ahead? We're digging into the US upstream outlook from several angles, with: • Mitch Fane, Ernst & Young's Americas energy leader, on what's driving capital decisions, uncertainty around ESG disclosure requirements, and the state of industry consolidation and digital transformation (3:16). • Nathan Hasbrook, analyst for S&P Global Platts Analytics, who shares the outlook for 2022 supply and a longer view of US shale's future (1:04). • Starr Spencer, Platts senior editor for Americas oil news, with the Market Minute on the demand for premium drilling rigs, an example of cost pressures hitting the industry (16.45). Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22 This podcast was produced by Meghan Gordon in Washington and Derek Sands in New York.
Russia's standoff with the West over Ukraine continues to stir anxieties across global energy and commodity markets about possible new sanctions. Brian O'Toole, nonresident senior fellow at the Atlantic Council and a former senior sanctions official at the US Treasury Department, joined Platts senior editor Meghan Gordon to discuss the penalties the US and EU might impose if Russia invades. He predicts a "broadening and deepening" of the Western sanctions leveled in 2014. They also discuss how the sanctions might differ if there's a perceived lesser threat like a cyberattack and how the backdrop of rising energy prices makes the stakes so high. Stick around after the interview for Jordan Blum with the Market Minute, a look at near-term oil market drivers.
As you heard in last week's episode, geopolitical events have the potential to move energy markets in a big way in 2022. Today we're looking at three key geopolitical angles that have some common ties: the Russia-Ukraine tensions, the recent unrest in Kazakhstan, and fuel subsidies in general. Paul Sheldon, chief geopolitical adviser for S&P Global Platts Analytics, joined senior editor Meghan Gordon to discuss how each of these issues could impact oil and other energy markets this year. Stick around after the interview for Jordan Blum with the Market Minute, a look at near-term oil market drivers.
The pandemic interrupted a steady surge in global air travel demand, when passenger numbers tripled in just over 20 years. Jet fuel demand remains below pre-pandemic levels and is not expected to fully recover until late 2025 or 2026, according to S&P Global Platts Analytics. Yet the race is still on to limit aviation emissions growth because there are no quick fixes for decarbonizing this sector. The International Energy Agency expects aviation emissions to be 12% above pre-pandemic levels in 2030, even if airlines and governments meet their announced sustainability goals. Rep. Sean Casten, Democrat-Illinois, spoke with Platts senior editor Meghan Gordon about the policy outlook for sustainable aviation fuel, whether the US can meet the Biden administration's supply and emission targets, and some of the challenges could stand in the way. They spoke a day after Casten joined the CEOs of United Airlines and Marathon Oil, along with other officials, on the first passenger flight fueled by 100% SAF. Stick around after the interview for Chris van Moessner with the Market Minute, a look at near-term oil market drivers.
The latest US inflation data showed energy costs jumping 30% in the 12 months through October. The trend is expected to continue through the winter, as home-heating costs rise across the board. The US Energy Information Administration predicts propane will see the biggest price spike in percentage terms, with heating costs surging 46%, compared with 39% for heating oil, 29% for natural gas and 6% for electricity. Senior editor Meghan Gordon spoke with Andrew Neal, manager of global NGLs for S&P Global Platts Analytics, about some of the dynamics behind the higher prices. They talked about strong global demand for US propane exports, the Enbridge Line 5 pipeline controversy in Michigan, and calls by some in Washington to limit US energy exports in the face of high domestic prices. Stick around after the interview for Jeff Mower with the Market Minute, a look at near-term oil market drivers.
US gasoline prices remain high well after the summer driving season. Domestic oil production isn't coming back fast as investors remain wary. And now President Joe Biden has struck out asking OPEC to put more oil supply on the market to help ease prices. OPEC+ decided Nov. 4 to stick to its original plan of increasing its production quotas by 400,000 b/d in December. Senior editor Meghan Gordon spoke with Herman Wang, managing editor for OPEC and Middle East news, about the meeting's outcome and its implications for global oil supply and demand heading into next year. They spoke about US oil diplomacy, the possibility of a Strategic Petroleum Reserve release and the outlook for OPEC+ spare capacity. Stick around after the interview for Starr Spencer with the Market Minute, a look at near-term oil market drivers.
Last week brought another major development in the outlook for the US adoption of electric vehicles, with Ford Motor Co. and South Korea's SK Innovations announcing an $11 billion project to manufacture EVs and lithium-ion batteries in Kentucky and Tennessee starting in 2025. A lot of uncertainties still surround the outlook for EV adoption in the US, including government incentives like those in President Biden's Build Back Better proposal, the cost comparison with gas-powered cars, and scale-up of charging infrastructure. Senior editor Meghan Gordon spoke with Karen Felton, EY's head of Americas power and utilities, about what she sees for the electrification of US transportation. Stick around after the interview for Senior editor Jordan Blum with the Market Minute, a look at near-term oil market drivers.
Global oil demand will still be significant for years, even under the most ambitious energy transition. So which basins will continue to produce, and which others will be abandoned? Offshore E&P company Kosmos Energy has answered those questions by halting its frontier exploration and selling those assets in the past two years. Its oil portfolio is now focused on two areas: West Africa and the Gulf of Mexico, and it aims to increasingly shift to natural gas. Senior editor Meghan Gordon spoke with Mike Anderson, senior vice president for external affairs and sustainability at Kosmos Energy. They talked about how offshore drillers are confronting the energy transition, the carbon intensity of different crude streams and the implications for the lack of investment happening right in the Gulf of Mexico. They also looked at the energy disparity between developed and developing countries, and how world leaders might approach those tensions at COP26 in November. Stick around for Starr Spencer with the Market Minute, a look at near-term oil market drivers.
The Biden administration is racing to adopt its energy and climate policy priorities before the pressures of the 2022 midterm elections limit what the White House can do. Meghan Gordon spoke with Kevin Book, managing director of ClearView Energy Partners, about a few of the policies set to make a big impact on the US economy, energy producers and market dynamics. They talk about the $1 trillion bipartisan infrastructure package, Treasury Secretary Janet Yellen's effort to assess climate risks to the financial system, and the threat high pump prices have on President Joe Biden's green agenda. Stick around after the interview for Chris van Moessner with the Market Minute, a look at near-term oil market drivers.
At an erotic play party called Neon Touch, two friends — Meesh & Mercury — feel sparks. This episode was produced by Nicole Kelly and hosted by Kaitlin Prest. Neon Touch is hosted by Meghan Gordon & Angela Penaredondo, who go by the names Meesh & Mercury when they play. Meghan is an artist and gallery director. Angela is a writer and educator.
Episode 28 November 14, 2019 On the Needles 0:49 Dissent Cardigan by Andrea Rangel, Magpie Fibers Domestic Worsted in Velvet Underground, Spincycle Yarns Dream State in Verba Volant -- knitting done! Steeking done! First Impressions shawl by Brenda Castiel. Serendipidye kings mountain sock in Camille Rye light by tincanknits, the yarns of rhichard devrieze peppino (fingering) in peppermint barque Wound yarn for Elton Cardigan by joji locatelli. Neighborhood fiber co in waverly All the holiday knitting On the Easel 11:10 Chapbook, in the figuring-things-out stage Gouachevember with @heyhooraydesign, @patricia.nordeen, & @nullsie Field trip to Berkeley to Stonemountain & Daughter On the Table 19:59 Fondue disasters Vinegar chicken Board meeting burrito (aka The Chimichanga) Potato pancakes Coffee cake for gouachevember!! Recipe from King Arthur Flour Chicken & Dumplings (too dense) White bean & Chicken Chili with lentils (linked recipe is similar; I didn’t have corn, and added lentils). Spaghetti Carbonara with truffle sauce! Morning Glory Oatmeal from Meghan Gordon’s Whole Grain Mornings POPCORN! My favorite silicon microwave popper is on sale right now! (not an ad nor affiliate; I just like it). On the Nightstand 36:32 Burning Chambers by Kate Mosse Maybe in another life by Taylor Jenkins Reid The calculating Stars by Mary Robinette Kowal The Wedding Date by Jasmine Guillory The Witch’s Daughter by Paula Braxton (audio) City of Brass by S. A. Chakraborty Secrets of the Lighthouse by Santa Montefiore Washington Black by Esi Edugyan The Giver of Stars by Jojo Moyes The Dublin Murders
Big questions remain about the outlook for Mexico's oil sector as President Andres Manuel Lopez Obrador takes office December 1. Duncan Wood, director of the Wilson Center's Mexico Institute, joins Meghan Gordon and Brian Scheid to talk about some of the factors to watch. Will the new...
What will impact the global oil market more: the collapse of Venezuela’s oil sector or the US exit from the Iran nuclear deal?On this week’s Capitol Crude, Meghan Gordon and Brian Scheid talk with Amy Myers Jaffe, director of the Council on Foreign Relations’ energy security and...
US Treasury Secretary Steven Mnuchin has called energy trade a rare bright spot in trade relations with China and has called for a nearly sixfold increase in American energy exports. Is that realistic?This week, Meghan Gordon and Brian Scheid talk with Jane Nakano, a senior fellow with the energy...
Venezuela’s oil sector is in freefall, but where will it stop?On this week’s podcast, Francisco Monaldi, the Latin American energy policy fellow at Rice University's Baker Institute for Public Policy, tells Meghan Gordon and Brian Scheid that Venezuelan output may decline another...
Gary Ross, founder of PIRA Energy and head of global oil analytics for S&P Global Platts, says oil at $80/b is possible in the near term.S&P Global Platts senior editors Meghan Gordon and Brian Scheid talk to Ross about the impact the Trump administration is having on the global oil market,...
Dan Eberhart thinks WTI, not Brent, should be the global benchmark for oil prices. Eberhart, CEO of Canary, a Denver-based drilling-services company, thinks the rationale which turned Brent into the world-leading oil benchmark is now outdated.He speaks with senior oil editors Meghan Gordon and...
The fate of the Iran deal has essentially been punted to the US Congress, so what is likely to happen (and not happen) as lawmakers evaluate a situation that could have impacts for global oil markets?Senior oil editors Brian Scheid and Meghan Gordon speak with John Hughes, former head of the State...
The 100-year-old Jones Act got a lot of attention after a brutal hurricane season, but could its role within the US energy industry change as crude oil and LNG exports increase?Senior oil editors Meghan Gordon and Brian Scheid hear from US Representative John Garamendi, Democrat-California, about...
Investment cycles can give clues about future oil market shifts, and recent slow investments are pointing toward a global crude shortage and price upticks, Jonathan Chanis tells senior oil editors Brian Scheid and Meghan Gordon.Chanis is senior vice president for policy at Securing America’s...
Capitol Crude's senior oil editors Brian Scheid and Meghan Gordon speak with Meghan O'Sullivan, author of the new book ‘Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America’s Power.’ O'Sullivan talks about US energy independence, how Rex Tillerson...
Ahead of a possible United Nations Security Council vote Monday on an oil embargo to North Korea, Capitol Crude sits down with William Brown, an adjunct professor at Georgetown’s School of Foreign Service and an expert on North Korea.Senior oil editors Brian Scheid and Meghan Gordon talk with...
The US Energy Information Administration is losing its top career official, and senior oil editors Meghan Gordon and Brian Scheid spoke with Howard Gruenspecht before he departed. Gruenspecht, the acting administrator since January and deputy administrator since 2003, is departing for the MIT...
Capitol Crude celebrates its 150th episode with part two of a talk with Amos Hochstein, President Barack Obama's top energy diplomat. Senior oil editors Brian Scheid and Meghan Gordon focus on the future of the Iran nuclear deal — which Hochstein helped develop — and the radical changes...
US energy sanctions are back in the news with Russia and Venezuela, so senior oil editors Brian Scheid and Meghan Gordon talk to someone who's been there, done that: Amos Hochstein, President Barack Obama's top energy diplomat. Hochstein, who served as Obama’s special envoy and coordinator of...
Keystone XL faces a final regulatory hurdle in Nebraska, and there are still concerns whether the crude oil pipeline makes economic sense for TransCanada. Senior oil editor Meghan Gordon delves into whether recent news events and an ever-changing supply and demand situation will justify the...
If the US follows through with sanctions on Venezuela, it can affect a slew of issues for US Gulf Coast refiners and the global markets for crude and refined oil products. Senior oil editors Meghan Gordon and Brian Scheid talk with John Auers, executive vice president with Turner, Mason &...
President Donald Trump came into the White House promising a new revolution for domestic fossil fuel producers. But have his policy efforts, including last week’s Energy Independence Executive Order, lived up to the hype? Senior oil editors Brian Scheid and Meghan Gordon break down...
Capitol Crude looks to Mexico, where reform is upending the energy sector at a time when its relationship with the US could be on the cusp of a change. Senior oil editors Meghan Gordon and Brian Scheid talk with Lourdes Melgar, Mexico's former deputy secretary for hydrocarbons and currently the...
Senior oil editors Brian Scheid and Meghan Gordon talk with Jana Morgan, director of Publish What You Pay - US, on the likely fate of an anti-corruption rule with impacts on multinational oil, gas and mining companies.The rule, requiring companies to report bribes to foreign governments, was...
Former ExxonMobil CEO Rex Tillerson has started his new job at the State Department, where he could still have a big impact on energy and commodity issues around the globe. Senior oil editors Meghan Gordon and Brian Scheid look at how Tillerson might approach the long-simmering tensions in the...
Robert McNally, author of the new book 'Crude Volatility: The History and the Future of Boom-Bust Oil Prices' joins senior oil editors Meghan Gordon and Brian Scheid to talk about the history — and future — of crude oil prices.McNally, a former White House energy advisor and president...
Many are watching US oil producers after the deal between OPEC and non-OPEC producers and Donald Trump's election, and John Hess, CEO of Hess Corporation, shares his thoughts about the future of US shale.Hess talks with senior oil editors Meghan Gordon and Brian Scheid about how quickly American...
Energy independence is a goal for many when it comes to US energy security, and the future of both is influenced by both politics and complicated global energy markets. Senior oil editors Brian Scheid and Meghan Gordon talk to Robbie Diamond, president and CEO of Securing America's Future Energy,...
Total renewable fuel is slated to be more than 10% of the US fuel supply in 2017, breaking through the so-called blend wall. But how will a new presidential administration affect targets for the Renewable Fuel Standard?Senior oil editors Meghan Gordon and Brian Scheid talk to ClearView Energy...
In a special post-election episode of Capitol Crude, senior editors Brian Scheid and Meghan Gordon look at what impact Republican Donald Trump’s victory will have on US oil policy. Geoffrey Craig, oil futures editor with Platts, stops by to talk about the immediate oil price reactions and...
Venezuela has more proven crude oil reserves than any other country, yet hundreds of thousands of people are unable to buy necessities and are marching in the streets of Caracas. Senior oil editors Meghan Gordon and Brian Scheid talk with Raúl Gallegos, senior analyst with Control Risk and...
Former US Energy Secretary Bill Richardson joins senior oil editors Meghan Gordon and Brian Scheid to detail the changing role of OPEC in the global oil market and oil diplomacy. Richardson, who was also governor of New Mexico and a former presidential candidate, was seen as a key player in what...
The fight in the US between oil and gas producers and environmentalists has taken on a more urgent tone lately, in part due to the country looking ahead to a new president. Senior oil editors Brian Scheid and Meghan Gordon speak with Michael Brune, executive director of the Sierra Club, about the...
This week’s episode of Capitol Crude looks at the fallout from OPEC’s Algiers meeting and the prospects for rebalancing global oil supply and demand.Platts senior editors Meghan Gordon and Brian Scheid talk to former Capitol Crude co-host Herman Wang about his time chasing oil ministers...
It’s Donald Trump, Hillary Clinton and crude oil on this week’s Capitol Crude, as Platts senior editors Meghan Gordon and Brian Scheid look at what the race for the White House means for US oil policy and global supply and demand.Congressman Kevin Cramer, a North Dakota Republican and...
Platts senior editors Brian Scheid and Meghan Gordon look at the spike in earthquakes in Oklahoma and neighboring states, areas that contributed to the US oil and gas boom.Justin Rubinstein, deputy chief of the US Geological Survey's Induced Seismicity Project, explains how injection wells can...
Platts senior editors Brian Scheid and Meghan Gordon take you back to the 1970s with John Kingston, director of global market insights for S&P Global. It was an era of low US crude oil production, high prices, long gasoline lines and disco, and saw the advent of policies that shaped topics at...
Low oil prices and less invested in exploration has squeezed crude production in the US, but Gulf of Mexico production is expected to grow -- even as regulators are growing increasingly concerned about another major spill or loss of life from offshore safety.Platts senior editors Meghan Gordon and...