Podcasts about mmbtu

PODCAST LAS NOTICIAS CON CALLE DE 29 DE JULIO - Mega apagón dejó a cuatro cientos sin luz luego de problemas en Aguirre y EcoEléctrica, logran restablecer en madrugada - Zar de Energía Arabia Saudita ataca a Irán aumentando el conflicto, China le vende 400 lanzadores antiaéreos a Irán - Reuters La Fed decide hoy si sube o no tasa de interés bajo el nuevo presidente de la reserva JGo dice que no van multas por mal usar el agua - El Vocero Estancado todavía mover el cementerio de Lares, 120 millones asignados - El Vocero JGo dice que busca un nuevo movimiento hacia la estadidad, pero sin plebiscitos - El Vocero Diésel sobre $5/galón y gasolina sobre $4 en EEUU; Rusia suspendió sus exportaciones.Otro banco internacional usa a PR para lavar dinero y entra a investigación de OCIF - El Nuevo Día El Caribe militarizado suman ≥221 muertos en aguas del Caribe por ataques de Ejército de USA, pero no baja el narcotráfico  Alcaldes del PNP en Guaynabo y Bayamón dicen que no a primarias por ahora - Primera HoraNO se fiscaliza las neveritas de foam en las playas - El Nuevo Día Juez dice que no a perentoria en caso Elvia - El Nuevo Día Casi imposible conseguir un jurado en caso Antho - El Nuevo Día Muchos de ustedes se están preparando para volver a la rutina, comprando los materiales para la escuela, la universidad o hasta el trabajo. Para ayudarte T-Mobile trajo la oferta de back-to-school: un iPhone 17 Pro más un Apple Watch SE 3, ¡por la casa, sin trade-in!Arranca con equipo nuevo y beneficios que otros no te dancomo hotspot ilimitado, streaming incluido, internet y textos ilimitados cuando viajas sin costo adicional.• También te puedes llevar el iPad A16 por solo $199 via créditos a tú factura más impuestos. • Cámbiate en solo 15 minutos en el app de T-Life y regresabien conectado.• Solo con T-Mobile, la mejor red móvil en Puerto Rico.• Requiere plan de financiamiento y servicio elegible. Restricciones aplican.#tmobile#incluyeauspicio 5 mil policías que no recibieron aumentos están por el techo con la gobernadora tras promesas - Metro Baja el precio del petróleo, mientras petroleras duplican sus ganancias desde la guerra de Irán - Semafor Apple quiere que le pagues para siempre en leasing mensual ante aumento de precios - El Vocero Podríamos romper el récord de calor hoy otra vez - Metro Comerciantes de la Placita reunidos por caso de agresión sexual en negocio con turista de California - El Vocero Radicarán cargos a Eddie Manzo por guiar borracho - El Vocero Hoy sin agua Bayamón y Guaynabo por trabajos en finca Rosso - Primera Hora LOS DATOS DEL DÍA (cierre 28 de julio)Brent~$87.53 (-0.94% mar.; saltando ~+5% hoy por Irán)WTI~$83 (+5% hoy)Diésel EEUU$5.31/gal · Gasolina EEUU $4.10/galCombustible PRDiésel ~$1.25–$1.33/L · Gasolina reg. ~$1.05–$1.10/L (DACO)S&P 5007,413.18 (+0.02%)Dow52,210.08 (+0.5%, +262 pts)Nasdaq24,876.91 (-0.22%)Bono 10Y~4.6% · Euro/USD 1.1366Gas natural$2.72/MMBtu (-1.75%) · Hipoteca 30Y 6.62%

PODCAST LAS NOTICIAS CON CALLE DE 28 DE JULIO - 1200 millones menos entre fondos federales y presupuesto de PR para el próximo año fiscal - El Vocero Trump dice estar impresionado con Zelesnky y su capacidad militar - WSJHoy se reúne Trump con Netanyahu en la visita del primer ministro - NYTLa Fed decide mañana: ¿y si SUBE las tasas?Un momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#incluyeauspicio#windmarhome  Trump va a la Corte Suprema para impedir el voto por correo - CNNRacionamiento inminente en Carraízo y sus clientes - El Vocero Investigan casos de hospital por agua asquerosa - Primera Hora CRIM busca dueños de 55 mil propiedades que no aparecen - El Nuevo Dia Fonalledas apoyan a Jenniffer y dice que le dan la bienvenida a las primarias - El Vocero Alegan que Cosculluela llamó a joven para amenazarla por estar con otros tipos y la amenazó con matar a su familia - El Vocero Viva la ley de plásticos de un solo uso y todavía investigan si la van a implementar o no - El Vocero No sabemos qué hacer con el sargazo en PR - Primera Hora Alcaldes defienden cobro de impuestos a fondos federales - El Nuevo Día Menos protección para animales en peligro de extinción - El Nuevo Día No cuadran los números del fondo de desempleo, aparenta haber montones de fraudes - El Nuevo Día Entidades falsas creando estudiantes fatuos para cobrar becas Pell - El Nuevo Día Juramenta nueva presidenta hoy en Perú. Keiko Fujimori y la derecha conquista Latinoamérica - El Nuevo Día Trump quiere que MAHA le meta mano a eliminar las vacunas para niños - WSJEl SAVE Act no tiene los 60 votos, Trump exige aprobarlo sí o sí - Punchbowl News PR importó $3,254 millones en genéricos en 2025, por lo que los aranceles le darán oportunidad y tumbe a la vez -  LOS DATOS DEL DÍA (cierre lunes 27 jul) Brent≈ $83/barril · cae fuerte por pausa Irán-EEUU Diésel (retail EEUU)a la baja siguiendo al crudo (dato aprox.) S&P 5007,413.18 · +0.02% Dow Jones52,210.08 · +0.51% Nasdaq24,932.08 · -0.18% Bono 10 años≈ 4.65% Euro/USD1.1397 Gas natural$2.72/MMBtu · -1.75% Hipoteca 30 años6.58% (Freddie Mac) / ~6.75% (Bankrate)

PODCAST LAS NOTICIAS CON CALLE DE 27 DE JULIO - BDE quiere prestarle dinero a los médicos para establecer sus clínicas y negocios - El Vocero Pablo José plantea limitar donativos en cash, donativos anónimos, donativos de contratistas del gobierno y divulgar patrono de donantes - Metro El crudo colapsa tras la pausa Irán-EE.UU.Negociado de Energía regaña a Genera por no ser diligente en Planta de Mayagüez - El Nuevo Día Gobierno anuncia inversión federal de 1.2 billones para la rehabilitación de generación, baterías Tesla y nuevas turbinas de respuesta rápida - Noticel USA e Irán dejan de atacarse otra vez - Washington Post Ya van más de 300 mil evacuados en Francia y España por fuegos forestales - CNNBuscan sacar del mar cientos de embarcaciones abandonadas en el mar, pero es demasiado caro - El Vocero MMM hoy voy pa Martins BBQEl mejor y más sabroso pollo asado a la varita de Puerto Rico. Cocinando diariamente comida fresca saludable y sabrosa con un montón de complementos para escoger, arroces, habichuelas, verduras, mofongo,tostones,....MMMM....Esto si es criolloMartins BBQ, TOMANDO todas las medidas de salud y sabor para mantener la mesa boricua al dia con opciones para llamar, recoger o delivery por UBER Eats, y DoorDash.MMM Hoy como en Martin's BBQAsado...Jugoso...Sabroso#martinsbbq#incluyeauspicio 56% de los boricuas votaría por candidatos que endosen la estadidad - El Vocero Buscan más dinero porque 5500 policías no recibieron mejor sueldo - El Vocero Oficialmente tenemos el sexto boricua inmortal del baseball Irán atacaría a Ucrania tras ataque de Ucrania a barco de Irán hacia Rusia en el Caspio - AlJazeera Estudio dice que la mayoría de la gente parte de la premisa de que los políticos son corruptos - Primera Hora Boricua gana Miss Petite Global Polvo del Sahara cambia flora intestinal y vaginal en PR según estudio de Ciencias Médicas - El Nuevo Día Sin agua o sin presión en Bayamón y Guaynabo de miércoles a viernes por trabajos en Finca Rosso - El Nuevo Día La Claque del mensaje de Pablo José - El Nuevo Día Problemas de energía recientes ha sido por patio de interruptores de Costa Sur - El Nuevo Día Candidata al congreso endosada por Mamdani apoya la independencia para PR, pero Ritchie Torres el congresista boricua le dice que eso nos toca a los boricuas - El Nuevo Día Cuerpo de Ingenieros de USA despejará vegetación de líneas grandes de transmisión - El Nuevo Día Estancado el redesarrollo de Los Alamos en Guaynabo, 365 viviendas paradas - El Nuevo Día Dos escuelas serán adoptadas por los jefes de agencia - Noticel Carraízo entra en nivel de ajuste - Metro LOS DATOS DEL DÍA (cierre viernes 24 jul) Brent~$96.78/bbl (-~4% vie) · lunes AM -7%+ → ~$88-89 WTI~$83 lunes AM (tras la tregua) S&P 5007,411.98 (+0.05%) Dow51,947.25 (+0.5%) Bono 10Y4.69% (máx. ~18 meses; ~4.64% lunes) Hipoteca 30Y6.58% (máx. desde agosto) Gasolina PR (DACO 22 jul)regular $1.05-$1.10/L · diésel $1.25-$1.33/L Gas natural (Henry Hub)~$3.20/MMBtu (aprox., sin cierre vie. confirmado)

PODCAST LAS NOTICIAS CON CALLE DE 24 DE JULIO - Presupuesto de PR aumenta a 13.7 billones tras asignación de 630 millones - El Vocero OGP dice hay chavos para reforma contributiva de bajar impuestos que tenemos al ingreso - El Vocero Intereses demasiado altos, Tesoro a 10 años cruzó 4.7% y deuda soberana en 3.68%, máximos desde la crisis de 2008 - Bloomberg Ética investiga a Francisco Domenech y a Itza García - El Nuevo Día Physician se queda hasta nuevo aviso - El Nuevo Día Jorge Navarro propone que no haya multas de 15 por Autoexpreso - El Vocero Exempleada de alcalde de Naranjito se querella alegando mensajes explosivos de bellaqueo intenso - WAPA #lilly#mounjaro#incluyeauspicio Siguen sin atender el problema de Medicaid para PR - El Vocero Error operacional daña planta de Costa Sur y nos deja finitos con la luz - El Vocero UPR revisa si aguanta 11 recintos o no - El Nuevo Día Trump vuelve con aranceles, 10%, 12.5% en bienes y 60% a China y Europa por supuestos trabajos forzosos - Reuters Irán se está volviendo a reconstruir rápido dice WSJ, Trump se frustra, Congreso plantea censurar acciones del presidente Hutíes siguen atacando y abren nuevo flanco de guerra - Bloomberg   LOS DATOS DEL DÍA (cierre jueves 23 de julio) Brent$100.65/barril (+7.0%) Gasolina EEUU (promedio)sobre $4.00/galón Diésel PR (al detal)$1.25–$1.33/litro S&P 5007,408 (-1.2%) Dow Jones51,712 (-1.0%) Nasdaq25,138 (-2.2%) Bono 10 años~4.7% Euro/Dólar1.137 Gas natural$2.94/MMBtu (+2.6%) Hipoteca 30 años6.58%

PODCAST LAS NOTICIAS CON CALLE DE 23 DE JULIO - JGo dice que el próximo secretario de la gobernación tendrá los mismos poderes que Francisco Domenech - El Nuevo Día LUMA quiere sembrar caos dice gobierno de JGo por posible falta de generación sobre explotada - El Vocero Gobierno va a zumbar 3,000 megavatios en construcción y contratatación nueva - El Nuevo Día Carlos Beltrán vuelve a llenar de orgullo a PR - WAPA Gobernadora vuelve a anunciar baterías que van a instalar para evitar apagones - Noticel Rivera Schatz dice que Domenech e Itza están bajo investigaciones por corrupción y conducta ética - El Nuevo Día JGo dice que va a fiscalizar a Domenech e Itza y los va a velar mientras sigan en Fortaleza - El Vocero Rivera Schatz dice que va a mejorar la comunicación con la salida De Francisco Domenech - El Vocero #lilly#mounjaro Trump vuelve a publicar que él juega basket tirando un papel toalla a PR tras María - Casa Blanca Jurado deliberará hoy en caso de Elvia Cabrera - Jay Fonseca PR Gobierno de PR no podrá cancelar contrato de Physician hasta abril del año que viene por decisión del tribunal - El Vocero Sale empresa del consorcio de Power Expectations, ellos dicen que no se van a atrasar en traernos generación temporera - El Nuevo Día Petróleo a 100 billetes tras ataques a barcos de hutíes - Reuters Israel en alarma por acuerdo nuclear entre USA y Arabia Saudita - Reuters LOS DATOS DEL DÍA Brent$94.07 cierre (+3.4%) · sobre $98 intradía jueves AM WTI (crudo EEUU)$90.34 (+4.0%) S&P 5007,498.96 (-0.14%) Dow Jones52,218.58 (-0.01%) Bono 10 años~4.6% · el de 30 años sobre 5% (5.16%) Euro / USD~1.14 Gas natural (EEUU)$2.85/MMBtu (mínimo en 2 meses) Hipoteca 30 años6.55% (Freddie Mac)Cierre del 22 de julio; el crudo siguió subiendo el jueves AM. El diésel wholesale en PR (DACO) sigue la presión del crudo — verificar boletín del día.

PODCAST LAS NOTICIAS CON CALLE DE 22 DE JULIO - Brutal ventaja para PR si sabemos aprovecha, Trump planifica tarifas de 100% para medicamentos genéricos - FT Apagones son más largos, aunque menos frecuentes - El Vocero Secuestrado desde anoche en caso Elvia - El Vocero Empresas tienen que crear su propia agua y reciclarla para poder operar en PR - El Vocero Pelea por si el daño brutal en Central Costa Sur fue culpa de LUMA o de Genera - El Nuevo Día Trump tumba billones por supuestos casos de corrupción tras desastres en USVI - El Nuevo Día Junta regaña a DACO por no haber hecho tecnología para empresarios acordada y en lío de Valerie - El Nuevo Día Trump dice que va a bombardear zona nuclear de Irán - Fox News China salvaje, forma montones de operativos navales en zona de otros países incluyendo Taiwán y Filipinas - Economist Encuentran avión estrellado en PR en los años 50 - Primera Hora Radican cargos contra uno del os cabilderos más influyentes en PR, Ariel de Codepola supuestamente agredió a un sujeto - Primera Hora • Muchos de ustedes se están preparando para volver a la rutina, comprando los materiales para la escuela, la universidad o hasta el trabajo.Para ayudarte T-Mobile trajo la oferta de back-to-school: un iPhone 17 Pro más un Apple Watch SE 3, ¡por la casa, sin trade-in!Arranca con equipo nuevo y beneficios que otros no te dancomo hotspot ilimitado, streaming incluido, internet y textos ilimitados cuando viajas sin costo adicional.También te puedes llevar el iPad A16 por solo $199 via créditos a tú factura más impuestos. Cámbiate en solo 15 minutos en el app de T-Life y regresabien conectado.Solo con T-Mobile, la mejor red móvil en Puerto Rico.Requiere plan de financiamiento y servicio elegible. Restricciones aplican.#Tmobile#incluyeauspicio Costa de PR bajo aviso de calor extremo - MetrNovo demanda a Lilly por supuestos anuncios engañosos - Semafor ChatGPT admite que su modelo se fue a lo loco a hackear a otra empresa sin ellos tener control sobre el sistema - BBC Vecinos muestran que planta de Guayama de carbón presuntamente ha contaminado hasta cuerpos de agua tras dragado presentar cenizas - El Nuevo Día Presidente de la AAA dice plan Pesquera no sirve - El Nuevo Día Guerra de Irán ya va por 37 billones y se esperan 75 más - Semafor Irán escala: Trump promete bombardear "Pickaxe Mountain". La guerra ya cuesta $37.5 mil millones.Petróleo: Brent sube a $91.10 (+2.11%) por el miedo a Hormuz.IA: Un modelo de OpenAI "se fue rogue" y hackeó a otra empresa de IA.Mercados: Wall Street cerró en verde; los chips empujaron al Nasdaq +1.29%.GOP: Reconciliación es un lío; Cámara y Senado ni se hablan (Punchbowl).Pharma: Novo Nordisk demanda a Lilly por sus anuncios de medicamentos de obesidad. LOS DATOS DEL DÍA (cierre martes 21 de julio) Brent$91.10/barril (+2.11%) Diésel (EEUU retail)~$3.80/gal (referencia, presión al alza por crudo) S&P 5007,509 (+0.89%) Dow Jones52,225 (+0.74%) Nasdaq25,837 (+1.29%) Bono 10 años4.63% (+3 pb) Euro/USD1.1413 (-0.01%) Gas natural$2.86/MMBtu (-0.11%) Hipoteca 30 años~6.63%

PODCAST LAS NOTICIAS CON CALLE DE 21 DE JULIO -  Regresan las multas de AutoExpreso - El Vocero Hutíes plantean cerrar paso a barcos de Arabia Saudita disparando el precio del petróleo a 90 - BBC Miguel Romero pide sacar a Itza García y a Francisco Domenech - TeleOnce Nuevo operador para inspeccionnes de carros otra vez empieza el proceso - El Vocero Brasil le pasa a USA como exportador de alimentos mundial - Semafor  Quieren limitar la ciudadanía americana a nacidos en territorios de USA - El Nuevo Día Acuden al tribunal federal para ayudar a que PR no tenga que pagar la deuda y advierten que es falso que afectemos al mercado municipal de bonos - El Nuevo Día Un momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#windmarhome#windmar #incluyeauspicio Se disparan los impagos en préstamos estudiantiles, PR lidera todo USA  - El Nuevo Dia Frutos exóticos en San Sebastián, boricua siempre montones de frutas que se dan en PR que nadie imaginaría que se dan aquí - Primera Hora Carraízo, Cidra, Matrullas y Loco entran a embalses de observación por falta de lluvia - Primera Hora Hogar de envejecientes ceierra tras estar operando sin permiso - WAPA Federales arrestan sujeto por estar amenazando a pentecostales, judíos, soldados americanos y otros - Noticel Muere Granados Navedo, exvicepresidente de la Cámara bajo el PNP - Metro Trump vuelve a meterle aranceles a Canadá de 50%, papas y varios productos LOS DATOS DEL DÍABrent~$89/barril · tocó $90 WTI~$83/barril Gasolina EE.UU. (retail)>$4.00/galón (+13¢ semana) S&P 5007,443.28 (−0.19%) Dow Jones51,839.26 (−0.59%) Nasdaq25,508.07 (−0.05%) Bono 10 años4.59% Gas natural (Henry Hub)~$3.70/MMBtu (prom. 2026, EIA)Euro/USD e hipoteca 30 añossin confirmar hoyCierre del 20 de julio. En PR (DACO, mediados de julio): gasolina regular ~$1.05-$1.10/litro, diésel ~$1.23-$1.32/litro.

PODCAST LAS NOTICIAS CON CALLE DE 15 DE JULIO - Las primarias no le preocupan a JGo - El Vocero Rivera Schatz refiere a subsecretaria de la gobernación Itza García - El Vocero Bonistas la emprenden contra la Junta porque alegan esconden dinero para no pagar la deuda de la AEE - El Vocero USA envía barcos para confrontar a China en el Pacífico - WSJAhora mismo vuelven a atacar a Irán y cierran el estrecho de Hormuz - WSJProcurador del envejeciente la emprende contra la baby secretaria de la Familia - El Vocero Llega a PR la diarrea explosiva de cyclospora - Metro Adictos a la lotería, aumenta 7% la cantidad de billetes, 780 millones se juegan en PR - El Vocero     •    ¿Te ha pasado que llegas de viaje y se te arruina la ilusión tan pronto ves la factura del teléfono y tienes cargos adicionales?     •    Se suman más y más y más cargos adicionales por cada llamada, mensaje, búsqueda que hiciste.     •    Eso me llegó a pasar, hasta que me cambié a T-Mobile.     •    Los únicos que ofrecen SIN COSTO ADICIONAL internet y textos ilimitados en más de 215 destinos.     •    Ya no me tengo que preocupar cuando viajo, ni cuando regreso porque ya está incluido, sin cargos adicionales.     •    Viaja relax con T-Mobile, ¡Cámbiate hoy en T-Life o llama al 1800TMOBILE!#incluyeauspicio #tmobileDistrito Sports Hub en Centro de Convenciones con 20 millones de inversión - El Vocero Agricultores dicen que la sequía los está destruyendo - Primera Hora Gobernadora dice que LUMA no puede demandar al gobierno y pide al Supremo acoger el caso y resolverlo para sacar a LUMA - Metro Tres años de cárcel para Arriaga por abuso de menor de 12 años - Jay Fonseca PR Prohíben los jetskis en Salinas tras más casos de muerte de manatíes - Primera Hora ICE detiene operativos que incluyan detener carros cuando tras matar joven colombiano, Trump cambia decisión - WSJMoody's da buena nota pero con cuidado a San Juan para emitir deuda - El Nuevo Día EE.UU. golpea Irán por 4to día; Trump amenaza con volar plantas eléctricas y puentes. Brent en $86.82.LOS DATOS DEL DÍA (cierre martes 14 de julio)Brent$86.82/barril  +4.45%WTI~$80/barril (máximo de 4 semanas)Gasolina EE.UU. (prom.)$3.89/galónDiésel EE.UU. (retail)cerca de $5/galónS&P 5007,543.59  +0.38%Dow Jones52,508.27  +0.02%Bono 10 años4.583%Euro/USD~1.14 (últ. dato disp. 11 jul)Gas natural (Henry Hub)~$3.00/MMBtu (11 jul)

This week we had the exciting opportunity to travel to Lake Forest, California, to tour TAE Technologies' facilities and spend time with the company's CEO, Dr. Michl Binderbauer. Founded in 1998, TAE has spent nearly three decades pursuing one of the energy industry's most ambitious goals: commercializing a safe, sustainable, and economically viable source of fusion energy. With renewed momentum in the fusion industry, we thought it was the perfect time to visit TAE and better understand why many believe fusion's moment may finally be approaching. Our visit also marks the beginning of a California COBT series, where over the coming weeks, we'll highlight some of the state's innovative companies, technologies, and leaders. We will also touch on a challenge or two the state is facing. Stay tuned! In our discussion, Michl explains why he believes fusion has reached a true inflection point after nearly three decades of scientific and engineering progress. He outlines why TAE was founded with the “end in mind,” deliberately choosing the more technically challenging hydrogen-boron fuel cycle because it offered the best path to a commercially viable power plant rather than simply proving the science. We explore how advances in AI, machine learning, advanced computing, and materials science have accelerated development, why TAE believes commercial fusion is now measured in years rather than decades, and how the company is preparing to build its first demonstration power plant. We discuss TAE's innovative approach to commercializing technologies developed along the way, including its advanced power management platform that is finding applications in AI data centers, industrial facilities, and grid modernization. Michl shares his vision for fusion's role in delivering abundant, reliable energy to meet the world's rapidly growing electricity demand, the importance of recent U.S. regulatory reforms, the race with China to commercialize fusion, workforce and supply chain challenges, and why he believes fusion has become not only an energy opportunity, but also an economic and national security imperative. We look at what the next five years could look like for TAE, why hyperscalers, industrial customers, and the Department of War may become some of fusion's earliest adopters before widespread utility deployment, the company's long-term vision for a more distributed electric grid, and much more. It was a fascinating and wide-ranging discussion, and we greatly appreciate Michl for sharing his time and insights. To start the show, Mike Bradley noted that markets have been volatile this week. He highlighted that the cooler-than-expected CPI report sparked a rally in Treasuries, driving the 10-year yield down from roughly 4.65% to 4.55%, and said Wednesday's PPI report will be another important data point for the Fed. U.S. equities also moved higher, with the S&P 500 gaining approximately 0.5% on the back of the CPI report and strong bank earnings, while the Dow lagged following a sharp selloff in IBM shares after disappointing quarterly results. In commodities, Brent and WTI crude prices climbed roughly $8-$9/bbl this week following the collapse of the Iran-U.S. ceasefire and renewed disruptions through the Strait of Hormuz. He emphasized that today's challenge is less a global crude supply issue than a global refining problem, citing tight refined product inventories and the loss of roughly 1.5 million bpd of Russian refining capacity following Ukrainian attacks. He also highlighted that European natural gas prices have surged from approximately $16/MMBtu to $19/MMBtu as storage levels remain 20%-25% below seasonal norms and buyers compete for LNG cargoes. Mike noted that Energy is the best-performing S&P 500 sector this week, up approximately 3%, as investors turn their attention to second-quarter oilfield services earnings. He also highlighted the newly announced strategic alliance between SLB and Liberty Energy focused on data center infrastructure and power solutions, noting that similar partnerships are likely to become increasingly common across the energy sector.

https://www.youtube.com/watch?v=Q2f7C_7ZyG0 Recorded: July 9, 2026 In this post–Fourth of July episode of the PetroNerds Podcast, Trisha Curtis welcomes Hon. Jason Isaac back to the show for a wide-ranging discussion about global oil markets, geopolitical risk, American energy security, and the policies shaping energy affordability and reliability. Trisha begins with a market snapshot—WTI near $72 per barrel, Brent around $76 per barrel, and Henry Hub natural gas near $3 per MMBtu—before examining the renewed conflict involving Iran. Trisha and Jason discuss attacks on ships and military installations, continued crude movements through and around the Strait of Hormuz, U.S. vessel escorts, ship-to-ship transfers, trucking, and the growing pipeline infrastructure that could steadily reduce Iran's leverage over global oil flows. The conversation then expands to Russia's shadow tanker fleet, Ukrainian attacks on vessels and refining infrastructure, Venezuelan and Iranian crude exports, and India's growing role in refining Russian oil. Trisha explains why disrupting individual tankers and refineries matters, while cautioning that Russia still has multiple ways to move crude and obtain refined products. Trisha and Jason also break down the coordinated release from the Strategic Petroleum Reserve, emphasizing the difference between an exchange and an outright sale. They discuss the relationship between SPR drawdowns, U.S. crude exports, oil prices, and the eventual need to replenish strategic inventories. China is another major focus. Trisha challenges conventional estimates of Chinese oil demand and argues that China's ability to reduce imports may reflect years of aggressive stockpiling rather than a sudden drawdown of its reserves. They explore China's refined-product exports, its economic slowdown, its energy relationship with Russia, and the enormous influence Beijing continues to exercise across global energy markets. In the second half, the conversation turns to energy development in Africa, international financing, the World Bank, the U.S. Export-Import Bank, European energy policy, air-conditioning access, climate modeling, fuel taxes, climate litigation, the Texas power grid, Permian Basin natural gas, flaring restrictions, transmission spending, and the cost of integrating intermittent generation. Throughout the episode, Trisha and Jason make the case that abundant, affordable, and reliable energy is essential to economic development, national security, and human flourishing. Prepared from the supplied episode transcript.  Key Topics Why crude continued moving despite disruption concerns in the Strait of Hormuz Pipeline projects and alternative transportation routes around the strait Iran's shrinking leverage over regional oil exports Russian shadow tankers and Ukrainian attacks on refining infrastructure The Strategic Petroleum Reserve exchange and its impact on exports and prices U.S. crude production approaching 14 million barrels per day China's oil imports, stockpiling strategy, demand, and refined-product exports Energy investment, corruption, and infrastructure development in Africa International financing for coal, natural gas, and energy development European heat, air-conditioning access, and electricity reliability Climate modeling, RCP8.5, and the “They Knew” research project California fuel taxes and the consumer cost of climate mandates Climate litigation involving energy companies Texas transmission projects and the cost of integrating wind, solar, and batteries Permian Basin natural gas, power generation, ESG commitments, and flaring

PODCAST LAS NOTICIAS CON CALLE DE 8 DE JULIO - Casi 700 agentes de la policía nuevos comienzan hoy - El VoceroGuerra por destaques - Noticel Trump declara fin del cese al fuego y se atacan Irán y USA, sube el petróleo 5% - CNBC Bebé de 18 meses declarado muerto en piscina estaba vivo en la morgue - Primera Hora 742 casos de hospitales por calor, aunque no son registradas muchas muertes como tal porque se reportan como ataques cardíacos o respiratorios, etc. - El Vocero Detienen racionamiento por ahora porque llovió ayer, mientras hay estado de emergencia - El VoceroAEE tiene déficit de 10 billones de dólares - El Nuevo Día Toa Vaca, Carraízo y Cidra bajo observación por falta de agua - El Nuevo Día Politank radica tarde informes por decreto contributivo - El Nuevo Día     •    ¿Te ha pasado que llegas de viaje y se te arruina la ilusión tan pronto ves la factura del teléfono y tienes cargos adicionales?     •    Se suman más y más y más cargos adicionales por cada llamada, mensaje, búsqueda que hiciste.     •    Eso me llegó a pasar, hasta que me cambié a T-Mobile.     •    Los únicos que ofrecen SIN COSTO ADICIONAL internet y textos ilimitados en más de 215 destinos.     •    Ya no me tengo que preocupar cuando viajo, ni cuando regreso porque ya está incluido, sin cargos adicionales.     •    Viaja relax con T-Mobile, ¡Cámbiate hoy en T-Life o llama al 1800TMOBILE!#incluyeauspicio #TmobileGobernadora le tira a LUMA por informar cuando hay apagones por causa de Genera - El Vocero Venezuela exporta 20% más petróleo que antes de sacar a Maduro - Bloomberg 17 asesinatos más que el año pasado - El Vocero Ucrania vuelve a dejar sin combustible a Rusia tras nuevos ataques en dos refinerías - BloombergUSA obliga a hospitales a meter mejor comida y más saludable - Axios Trump ordena cortar todo el comercio con Españaa - Economist  Casi 3700 muertes por terremotos de Venezuela - Noticel Seguros de hogares subió de 9% comparado con el año pasado - El Vocero Activan guardia nacional para fuegos forestales y llevar agua - Primera Hora Yovngchimi va a escribir letras más limpias - Primera Hora Fuera de control especies exóticas sueltas aquí - El Nuevo Día TrueNorth comparace a nombre de Smartmatic para llevarse contrato de contar los votos en la CEE según El Nuevo Día LOs Tirri vuelven a traer a Dairy Queen a PR - El Nuevo Día Piden salida de Graham Platner como candidato, ¿hasta dónde debe ser esa una decisión tras ganar proceso de primaria? - CNNLOS DATOS DEL DÍABrent$78.07/bbl ▲ +5.27%S&P 5007,503.85 ▼ -0.45%WTI$74.03/bbl ▲ +5.10%Dow Jones52,925.15 ▼ -0.25%Diésel EE.UU. (retail)$4.77/galBono 10 años4.53% (subiendo a 4.57%)Gas natural (Henry Hub)$3.30/MMBtu ▲ +1.07%Euro/USD1.1397Hipoteca 30 años6.63%Gasolina reg. EE.UU.$3.80/gal

PODCAST LAS NOTICIAS CON CALLE DE 2 DE JULIO - Rusia importa gasolina y combustibles de India, mientras ataca bestialmente a la capital de Ucrania - Financial Times Otro caso de libertad bajo palabra de asesino suelto, la policía no tenía ni registro ni archivos de los casos que había tenido el tres veces asesino  - El Vocero 280 policías menos en PR, 176 por retiro, 13 por retiro obligatorio, 62 renuncias Gobernadora dice que tenemos superavit de 635 millones y que salen estados financieros auditados del 2023 - El VoceroSacan de abanderado oficialmente a Tuto Bermúdez - Metro Un momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado.Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#windmarhome#incluyeauspicioArranca rehabilitación con 170 millones para Sergio Cuevas, mientras dicen que eso durará 4 años - El Vocero OpenAi propone darle 5% al gobierno federal como dueños de ChatGPT - FTCRIM fabricó documentos para justificar el gasto de jangueo que nunca se dio y evento que nunca ocurrió - El Vocero   Junta le impuso presupuesto de la UPR y son 566 millones, 421 millones menos que en 2017 - El Nuevo Día Sueltan 91 millones de FEMA, pero ponen nuevo requisito para soltarnos dinero federal - Metro Hermana de Gabriela Nicole vio que Elvia entregó objeto a AnthonieskaVuelven a quedar en nada negociaciones con Irán - Reuters El precio de la carne se dispara al tener menos ganado en reserva en 75 años - Reuters AEE demanda a dueños de Genera porque tuvieron que gastar 54 millones más por no traernos suficiente Gas Natural y tener que usar diesel - El Nuevo DíaTrump se sale del acuerdo con Canada y México que é mismo había establecido - Economist Sony anuncia el fin del disco físico y de ahora en adelante todo será digital - Bloomberg  Llegan a Venezuela primeros rescatistas y suministros desde PR - Wapa Federales van a realizar arrestos en Jardines de Loíza y Loiza Home for the Elderly, pero FBI niega operativo - WAPA Trump hizo 2.2 billones de billetes - Bloomberg GAO dice que a PR no le han soltado casi nada para arreglar sistema energético - El Nuevo Día  LOS DATOS DEL DÍA (cierre 1 jul 2026) Brent~$71-72/bbl ▼ mín. desde feb. · WTI ~$67.57 Diésel wholesale~$3.21/gal (aprox.) S&P 5007,483.23 −0.22% Dow Jones52,305 −0.03% Bono 10 años~4.49% Euro/USD1.1407 Gas natural (Henry Hub)~$3.19/MMBtu (aprox.) Hipoteca 30 años~6.5%

PODCAST LAS NOTICIAS CON CALLE DE 1 DE JULIO - Rivera Schatz y gobernadora siguen en guerra, ahora por destaques y Politank Anthonieska comienza selección de jurado y Elvia sigue hoy Autorizan aumento de la luz por aumento de costo de combustible Comienzan hoy aumentos del agua y la luz, 2% del agua y 4.9% de la luz - El Vocero Junta ofrece a bonistas 3 billones para transar deuda de la AEE - El Vocero Trump ha hecho 2.2 billones desde que llegó a la presidencia - NYTHasta el 10 de Julio la amnistía de multas de tránsito - Primera HoraSalud reabre planta de la AAA de Loíza y Canóvanas - Metro   ¿Te ha pasado que llegas de viaje y se te arruina la ilusión tan pronto ves la factura del teléfono y tienes cargos adicionales? Se suman más y más y más cargos adicionales por cada llamada, mensaje, búsqueda que hiciste.     •    Eso me llegó a pasar, hasta que me cambié a T-Mobile.     •    Los únicos que ofrecen SIN COSTO ADICIONAL internet y textos ilimitados en más de 215 destinos.     •    Ya no me tengo que preocupar cuando viajo, ni cuando regreso porque ya está incluido, sin cargos adicionales.     •    Viaja relax con T-Mobile, ¡Cámbiate hoy en T-Life o llama al 1800TMOBILE!#tmobile#incluyeauspicioVuelve Kamala para el 2028 según reuniones recientes con Mamdani - Axios Trump le suelta garra a Claude de Anthropic y Fable 5 sale - Bloomberg Supremo de PR plantea si entra o no a decidir sobre LUMA y su contrato - Noticel Moscú bajo ataque de Ucrania, no tiene ni combustible y apunto de perder Crimea - Reuters USA e IRán negocian en Doha - Reuters Guerra de billboards para favorerecer a Miguel Romero - Jay Fonseca PR LOS DATOS DEL DÍA (cierre 30 de junio)Brent$74.28/barril (+1.99% en el día; tendencia a la baja)Diésel EEUU$4.67/galón retail · ~$3.28 al por mayorS&P 500+0.8% (+14% en el trimestre)Dow+0.26% → 52,319 (récord)Bono 10 años4.44%Euro/USD1.139Gas natural$3.26/MMBtu (+2.34%)Hipoteca 30 años6.49%

- Más de 500 proyectos en las carreteras ahora por si notas tapón cuando no se supone - El Vocero No va el racionamiento en Loíza y Canóvanas, pero sí encuentran sustancia que provoca que no haya agua - El Vocero Junta fiscal dice que hay que arreglar la AEE antes de pagar la deuda - El Vocero Analizan 10 años de la ley promesa y la Junta - El Nuevo Día Van 1450 muertos en Venezuela Vuelven a detenerse los ataques entre USA e Irán tras nueva moratoria y ataques en Kuwait, Bahrein - Bloomberg Junta compara la AAA con la AEE y se pierde el 66% del agua potable - El Vocero Activado el comité de sequía en la AAA - El Vocero Todavía no sale ayuda para Venezuela desde PR - El Vocero Contracción en la economía de PR es inminente, mientras hay problemas en agua y luz - El Vocero Falta todavía la mitad de los contadores para cambiarlos por digitales - El Vocero Miles de muertes en Europa por ola de calor, ahora en Balcanes e Italia - Reuters Sandra Torres demanda al FEI en tribunal federal tras salir no culpable de su caso - Noticel MMM hoy voy pa Martins BBQEl mejor y más sabroso pollo asado a la varita de Puerto Rico. Cocinando diariamente comida fresca saludable y sabrosa con un montón de complementos para escoger, arroces, habichuelas, verduras, mofongo,tostones,....MMMM....Esto si es criolloMartins BBQ, TOMANDO todas las medidas de salud y sabor para mantener la mesa boricua al dia con opciones para llamar, recoger o delivery por UBER Eats, y DoorDash.MMM Hoy como en Martin's BBQAsado...Jugoso...SabrosoLOS DATOS DEL DÍA Brent~$72.00/barril (▼ +10% en la semana) Diésel (retail EEUU)$4.83/galón S&P 5007,354.02 (-0.05%) Dow Jones51,876.11 (-0.09%) Bono 10Y del Tesoro4.38% Euro/USD1.138 (+0.12%) Gas natural (Henry Hub)$3.28/MMBtu (-0.49%) Hipoteca fija 30Y6.49% (Freddie Mac)

PODCAST LAS NOTICIAS CON CALLE DE 26 DE JUNIO - Círculo de fuego activo con muchos terremotos cercanos - Axios Miss San Sebastián nos representará en Miss Universe desde PR - WAPA Plantean que viene racionamiento por falta de lluvia, se va el segundo en mando de la AAA - El Vocero Al menos 235 muertos confirmados por terremoto de Venezuela - CNN No hay los votos para presupuesto de la guerra de Irán, Senado federal se tranca a medida de Trump - SemaforComerciantes siguen pagando por el escaneo de los furgones, pero se quedan en Puertos y no van a la empresa que lo hace - El Vocero Tuto Bermúdez y el escándalo de la bandera de PR - El Vocero En moda la comida fermentada y terminada - Axios Rivera Schatz cambia los tribunales para que sean bajo sus nombrados totalmente el ejercicio del poder - El Nuevo Día Baja el precio del petróleo y se propone que suba menos la luz en PR - El Nuevo Día Invest PR dice que dos empresas de Taiwán interesan venir a PR tras evento en California - El Nuevo Día 33% de los residentes de PR han considerado irse por el alto costo y calidad de vida según encuesta de MIDA - El Nuevo Día Reportan ataque a barco de Ormuz y la ONU detiene intervención - Reuters Alvarado trajo trofeo de la NBA y recibe reconocimiento en PR - Telemundo PR Apple subió precios considerablemente por costo de microchips - Reuters La inflación PCE en EE.UU. subió a 4.1%, máximo en tres años, plantean subir tasa de interés El petróleo se cayó, la gasolina no: Brent -44% desde abril, pero la gasolina solo bajó ~12.5%Texas le está metiendo duro a energía solar para producir energía - Bloomberg Trump le pide a ChatGPT aguantar nuevo modelo de lanzamiento - Axios LOS DATOS DEL DÍACierre del jueves 25 de junio de 2026 Brent$72.51/barril (-3.5%) Diésel (wholesale)$3.17/galón S&P 5007,357.49 (-0.01%) Dow Jones51,920.62 (+0.14%) Bono 10Y del Tesoro4.39% Euro/USD1.138 (+0.19%) Gas natural$3.33/MMBtu (+1.1%) Tasa hipotecaria 30Y6.49% (Freddie Mac)

PODCAST LAS NOTICIAS CON CALLE DE 24 DE JUNIO - Venezuela anuncia deuda más grande de la historia, le pasa a PR por más de tres veces - FT Derrotan aliado de PR por no ser socialista suficiente - Washington Post Gobernadora dice que hay que investigarlo todo tras escándalo de San Francisco v. San Sebastián Creen que viene racionamiento de agua - El Nuevo Día Justicia envía al FEI en vez de ella investigar escándalo de San Sebastián v. San Francisco “Reconciliación 3.0": más para el Pentágono, recortes a MedicaidEl Senado bloquea a Trump en la guerra con Irán, 50-48, cuatro republicanos votaron con demócratas - Reuters ¿Te ha pasado que llegas de viaje y se te arruina la ilusión tan pronto ves la factura del teléfono y tienes cargos adicionales? Se suman más y más y más cargos adicionales por cada llamada, mensaje, búsqueda que hiciste. Eso me llegó a pasar, hasta que me cambié a T-Mobile. Los únicos que ofrecen SIN COSTO ADICIONAL internet y textos ilimitados en más de 215 destinos. Ya no me tengo que preocupar cuando viajo, ni cuando regreso porque ya está incluido, sin cargos adicionales. Viaja relax con T-Mobile, ¡Cámbiate hoy en T-Life o llama al 1800TMOBILE!#tmobile #incluyeauspicioLUMA demanda al gobierno de PR en reconvención histórica En meses la inteligencia artificial pondría en riesgo de seguridad global por modelos chinos y de Japón independientemente lo que haga USA - Axios Ya pasaron 109 buques en tres días por Ormuz, prohíben cobro de peajes o cuotas - Bloomberg Chip-wreck vuela el mercado de valores y está en quién sabe lo que pasará en este casino - Bloombrerg LOS DATOS DEL DÍA Brent$77.42/barril (-0.6%) WTI$72.73/barril (-0.7%) Diésel wholesalebajó de $5.00/galón (1ª vez desde marzo) S&P 500~7,473 (-1.4%) Dow51,667 (-0.1%) Nasdaq-2.2% Bono 10Y del Tesoro4.50% Euro/USD1.138 (-0.4%) Gas natural$3.23/MMBtu (-0.8%) Hipoteca 30Y6.47% (Freddie Mac)

PODCAST LAS NOTICIAS CON CALLE DE 22 DE JUNIO - Apelativo deja que PR tome decisión de LUMA y no sea el tribunal federal No hay agua en 8 municipios y plantean racionamiento de agua - El Vocero Ponen detente a los aumentos salariales sin procesos - El Nuevo Día La Junta dice que nos han ahorrado 76 billones en deuda que no vamos a tener que pagar - El Vocero Muere Allan Greenspan Trump mañana va a pedir prohibir el voto por correo y exigir ID para votar en USA - Punchbowl News Bomberos dicen que no han sido afectados por falta de agua - El Vocero Renunció primer ministro de Inglaterra MMM hoy voy pa Martins BBQEl mejor y más sabroso pollo asado a la varita de Puerto Rico. Cocinando diariamente comida fresca saludable y sabrosa con un montón de complementos para escoger, arroces, habichuelas, verduras, mofongo,tostones,....MMMM....Esto si es criolloMartins BBQ, TOMANDO todas las medidas de salud y sabor para mantener la mesa boricua al dia con opciones para llamar, recoger o delivery por UBER Eats, y DoorDash.MMM Hoy como en Martin's BBQAsado...Jugoso...Sabroso#martinsbbq#incluyeauspicio Alegan agresión sexual de dos jovencitas de 22 años por parte de 5 españoles en el apartamento y los españoles se fueron a España - El Vocero Gana el Bukele Trump en Colombia, pierde la izquierda soviética pero por casi nada - Noticel Advierten de calor extremo hoy - Metro Vuelven a pedir la libertad e independencia para PR en la ONU - El Nuevo día Senado investigará a Domenech - El Nuevo Día Gobernadora contratará empleados transitorios - El Nuevo Día Vega Baja también abre su parque acuático - Primera Hora  LOS DATOS DEL DÍA Brent: $80.59/barril (+0.9%) vie 19 jun Diésel: ~$3.40/galón ref. EIA 2026 S&P 500: 7,500.58 (+1.08%) jue 18 jun Dow: 51,564.70 (+0.14%) Nasdaq: 26,517.93 (+1.91%) Bono 10Y del Tesoro: 4.46% Euro/USD: 1.147 Gas natural: ~$3.35/MMBtu ref. EIA 2S26 Tasa hipotecaria 30Y: 6.47% (bajó de 6.52%)*Acciones cerraron el jueves 18: el viernes 19 fue feriado (Juneteenth) y Wall Street no abrió.

PODCAST LAS NOTICIAS CON CALLE DE 5 DE JUNIO - Zelensky pide negociaciones directas entre Ucrania y Rusia por actuales lineas de batalla dando a entender que percibe que está ganando la guerra - Economist Anthropic vuelve a pedir detente de inteligencia artificial tras lograr sucesores hagan su propio submodelo - SemaforNSA Susa Mythos aunque está en lista prohibida - Axios Las reservas de petróleo de EEUU cayeron a su nivel más bajo desde 2004 y Goldman advierte que el diésel podría bajar a 20 días de suministro para agostoHezbollah rechaza pacto de cese al fuego con Israel y Líbano - Economist Menos personas sin hogar en PR - El Vocero Senador Dalmau pide investigar examen de peritos electricistas, Colegio dice que quieren suspenderlo - El Vocero Circuito cuestiona si LUMA tiene legitimación sobre Stay de PROMESA en la AEE, bonistas piden levantar el stay para que paguemos la deuda - El Vocero Educación todavía no ha pagado a centros de educación especial aunque se prometió a hacerlo - El Vocero DACO disque pendiente a los aumentos de precios de la comida y alimentos expirados - El Vocero 4 jinetes boricuas en el Belmont Stakes Space X se queda fuera del S&P por no cumplir con requisitos - Reuters Jueza permite que Digimedia enmiende demanda contra Hacienda, mientras Hacienda se opuso - El Nuevo Día Demandaron a Trump por quitarle fondos a FEMA para energía renovable a entidades, hoy hay vista en Boston - El Nuevo Día Jefe de incentivos dice que se tenían que ir en entrevista con Tax NotesProyecto plantea que AEELA sea voluntario, pero lo derrotaron - El Nuevo Día La Junta dice que sí a reforma de permisos de la gobernadora - El Nuevo Día EEUU sanciona a Díaz-Canel y la cúpula cubana; Visa, Mastercard y Meliá se van - Semafor Fuera de control la basura en Cuba - El Nuevo Día Congreso aprueba ayuda a Ucrania desafiando a Trump con votos republicanos - WSJ#universalinsurance #incluyeauspicio LOS DATOS DEL DÍA Brent$96.50/barril (−1%) WTI$92.86/barril (−0.2%) Diésel mayorista EEUU~$3.45/galón (inventarios en mínimo desde 2003) S&P 500~7,590 (futuros −0.4%, racha en riesgo) Dow49,445 (+0.6%) Bono 10Y del Tesoro4.47% Euro/USD~1.07 Gas natural$3.30/MMBtu (máximo en 4 meses) Tasa hipotecaria 30Y~7.20%NotiCel publicó hoy que el salario mínimo de PR sigue bajo el nivel federal de pobreza.La Fed TIENE que subir tasas por el petróleoLa defensa de Anthonieska presentó una moción urgente alegando que declaraciones juradas confidenciales del sumario fiscal se filtraron y se manejaron frente a cámaras en un programa de redes sociales, lo que para ellos viola los derechos de su representada, y pidieron que el Inspector General investigue quién dentro del Estado las filtró. Aparte, anunciaron que irán por tercera vez al Tribunal Supremo insistiendo en que ella no está en condiciones mentales para ser procesada, algo que ya le negaron dos veces. Y mientras todo eso queda en suspenso, el reloj corre: el término de los 120 días vence el 7 de julio y el juicio está pautado para el 23 de junio, pero esa fecha está en veremos. - Bárbara Figueroa 

- La Junta defiende a LUMA en tribunal federal de Boston Alcalde de San Juan va contra JGo al tribunal por la AAA - El Vocero Hoy senado decide si va o no al tribunal a obligar a entregar info de Familia y el caso de Baby - El Vocero No se gradúan suficientes para mantener una industria aeroespacial - El Vocero Regresa Luis Raúl como Ai - El Vocero Mañana detienen servicios de educación especial que llevan esperando pagos desde diciembre - Los Datos Wanda Vázquez dice que no pidió escoltas contrario a lo que dice la policía - El Nuevo DíaJefe de WIPR se va para tratar ser alcalde de Luquillo - El Nuevo Día DDEC dice que está todo en orden cuando llega nuevo jefe - El Nuevo DíaSacan directivos de Phoenix Fund - El Nuevo Día Abre nuevo hotel en Barranquitas - Primera Hora Trump tiene los peores números de popularidad desde que la encuesta se hace - Economist Noruega quiere entrar a acuerdo nuclear con Francia - ReutersBaja a 91 el petróleo - Oil Price Guerra por publicidad del gobierno es lo que hay detrás de contratos entre DDEC y OGPe - CPI #incluyeauspicio #UniversalLOS DATOS DEL DÍA• Brent: $96.30/barril (+2.13%)• Diésel wholesale: $3.60/galón• S&P 500: 7,520.36 (+0.02%) — cierre récord• Dow Jones: 50,644.28 (+0.36%) — cierre récord• Bono 10Y Tesoro: 4.48% (subiendo a 4.50% hoy)• Euro/USD: 1.1636• Gas natural (Henry Hub): $3.12/MMBtu (+3.6%)• Tasa hipotecaria 30Y: 6.51% — máximo en 9 meses

PODCAST LAS NOTICIAS CON CALLE DE 26 DE MAYO - Vuelven a atacarse Irán y USA, dice el FT que Irán huele a debilidad de TrumpJGo v. Rivera Schatz hoy se reúnen los titanes Miguel Romero lanza anuncio de casi campaña - El Vocero Aumentan asesinatos en 25 más que el año pasado y esclarecimiento en 40% - El Vocero Bonistas se quejan de demandas contra LUMA y quieren paralizar sacarlos - El Vocero Fiscalía no quiere separar caso de CDobleta de los demás acusados - El Vocero 5 muertes en las cárceles y 18 en lo que va de año - El Nuevo Día Proponen amnistía para entregar armas gratis - El Nuevo Día Gobierno de PR no va a intervenir para que le devuelvan los fondos de energía solar - El Nuevo DíaEsperando contratos temporeros de energía de Power Expectations - Metro MMM hoy voy pa Martins BBQEl mejor y más sabroso pollo asado a la varita de Puerto Rico. Cocinando diariamente comida fresca saludable y sabrosa con un montón de complementos para escoger, arroces, habichuelas, verduras, mofongo,tostones,....MMMM....Esto si es criolloMartins BBQ, TOMANDO todas las medidas de salud y sabor para mantener la mesa boricua al dia con opciones para llamar, recoger o delivery por UBER Eats, y DoorDash.MMM Hoy como en Martin's BBQAsado...Jugoso...Sabroso#martinsbbq#incluyeauspicio Enfermero demanda para recuperar armas luego de caso Viqueira - El Nuevo Día Admiten Empleados de tribunales piden trabajar remoto y jornada reducida por costo de vida - Metro Trump ata acuerdos para Israel de otros países para finalizar acuerdo de Irán - Reuters Equipo de Irán estará en México para la copa mundial luego de Trump negarle que vivan en USA - Reuters El Papa se presenta contra la inteligencia artificial - Reuters China no deja viajar a talento top de Ai - Bloomberg Israel vuelve a atacar a Hezbollah en Líbano - NYT Texas decide la fuerza MAGA y de Trump entre Paxton y Cornyn - NYTIceland considera meterse a la Unión Europea ante amenazas de Trump contra Groenlandia - NYTBono Tesoro 30Y cerró el viernes en 5.06%, cerca del máximo post-2007 de 5.18%. Hipoteca 30Y subió de menos de 6% a 6.65% en tres meses (Freddie Mac reportó 6.51% esta semana).LOS DATOS DEL DÍABrent: $98.11/barril (+0.89%)Diésel mayorista EEUU: $3.74/galón (retail nacional ~$5.60)S&P 500: 7,473.47 (+0.37%)Dow Jones: 50,579.70 (+0.58%)Bono Tesoro 10Y: 4.51%EUR/USD: 1.1633Gas natural (Henry Hub): $2.95/MMBtu (+1.48%)Hipoteca fija 30Y: 6.51% • • Oro: $4,572.80/oz (+1.15%) · Bono Tesoro 30Y: 5.06%

PODCAST LAS NOTICIAS CON CALLE DE 22 DE MAYO - Trump destruye a la estadidad para PR - Fox News Dan concesiones en La Parguera en vez de demoler propiedades - El Vocero Salud y ASSMCA explican los casos como el de baby - El Vocero Línea aérea de España decide que no va a seguir volando a Cuba por ahora - El Vocero Muere Ismael Guadalupe, un verdadero patriota - El Nuevo Día Vienen cambios a sistema judicial - El Nuevo Día OGP pide 115 millones para pagarle a educación especial - El Nuevo Día SpaceX radica el IPO más grande de la historia - WSJOmán negocia con Irán un sistema permanente de peaje en el Estrecho de Hormuz- Bloomberg Beijing prohibió la importación de algunos chips de NvidiaMensaje de la gobernadora: Segundo Mensaje de Situación: $33,570 millones, salida de LUMA y 3,000 MW - Primera HoraRepublicanos empiezan a dejar de apoyar a Trump en cuanto a costo de vida - Reuters Siempre innovando y con los mejores beneficios, MCS Personal Directo te ofrece cubiertas accesibles para que cuides de tu salud y la de los tuyos.Con una amplia red de proveedores de más de 15,000 médicos de libre selección. Reembolso de hasta $40 mensuales por membresía a un gimnasio o por un entrenador personal debidamente certificado. Asistencia en el hogar para servicios de cerrajería, plomería y electricidad de hasta $350 por evento hasta 4 veces al año.¡Únete HOY a la gran familia de MCS!¡Salud que completa tu vida! Llama al 787.945.1259 y oriéntate.Endoso pagadoApuestas actuales dicen quién gana senado federal: Republicanos 53% / Demócratas 47%LOS DATOS DEL DÍA▸ Brent crudo: $107.20/barril (+2.1%)▸ Diésel al detal EE.UU. (AAA): $5.66/galón▸ Diésel mayorista nacional: $3.93/galón▸ S&P 500: -0.45%▸ Dow Jones: -0.48%▸ Nasdaq: -0.50% | Russell 2000: +2.56%▸ Bono 10Y del Tesoro: 4.57%▸ Euro/USD: 1.1627▸ Gas natural Henry Hub: $3.02/MMBtu (+0.62%)▸ Tasa hipotecaria 30Y: 6.63%#mcs#incluyeauspicio 

PODCAST LAS NOTICIAS CON CALLE DE 20 DE MAYO - Jefe de OGPe que se fue alegan lo fueron por traqueteo y hay guerra por agencias de publicidad - Primera Hora No hay acuerdo para los hermanos de Georgie Navarro para declararse culpables por fraude de Covid - Primera Hora Trump barre Kentucky: cae Massie, su "peor crítico republicano" - Punchbowl News Plantean eliminar el IVU en comida preparada ante la inflación - El Vocero Le deben 100 millones a maestros por carrera magisterial - El Vocero Estudiantes de Automeca ayudarían a inspecciones de autos con DACO - Primera Hora COR3 pedirá a alcaldes que hagan obras porque no encuentran empresas que puedan dar los servicios - El Nuevo Día Dicen que hoy acusarán a Raúl Castro - Axios •    Si tu compañía de teléfono te está dando razones para irte, T-Mobile te da hasta $1,200 por línea para que no lo pienses más.•    Porque ahora puedes traer tu número y el teléfono que ya tienes, cambiarte a T-Mobile y recibir hasta $1,200 por línea al activarte en su mejor plan.•    sea, no tienes que dejar tu teléfono. Te quedas con tu equipo, haces el switch y puedes recibir hasta $1,200 por línea.•    Además, te activas con beneficios que otros no te dan, como hotspot ilimitado, streaming incluido con Netflix, Hulu y Apple TV, y conexión en más de 215 destinos con internet de alta velocidad y textos ilimitados sin pagar extra.•    Estamos hablando de más valor, más beneficios y una mejor experiencia móvil.•    Todo conectado a la mejor red móvil en Puerto Rico.•    Así que, si tu compañía actual ya no te convence, este puede ser el momento de hacer el cambio.•    Porque esto no pasa todos los días. T-Mobile te paga hasta $1,200 por línea por quedarte con tu teléfono, con más beneficios, más valor y todo conectado a la mejor red móvil en Puerto Rico.•    La señal está clara. Cámbiate hoy a T-Mobile.Viene o no viene el cable submarino, ya está en la AAPP - El Nuevo Día Hormuz cumple casi 3 meses cerrado y la inflación llegó al punto de quiebre — la gasolina, el diésel y las hipotecas siguen subiendo - Economist JGo da el Mensaje de Estado este jueves con presupuesto de $33,570 millones, mientras LUMA pelea por subir el cargo fijo residencial de $4 a más de $40.Gobiernos extranjeros botan bonos del Tesoro — notas de 10 años se van a 4.62% y empuja hipotecas a 6.66% Xi recibe a Putin en Beijing y le pide a EE. UU. "urgencia máxima" para acabar la guerra en Medio Oriente.Gobernadora pide ir en una sola voz a pedir más para Medicaid, pero Rivera Schatz iba a parte - El Nuevo Día Trump saca demanda a cambio de que el IRS nunca lo pueda investigar, ni a él ni a sus hijos  - WAPA.tv Buscan la estadídad para PR sin proyecto de estadidad - El Nuevo Día Alcalde de Cataña molesto se va de conferencia cuando le cuestionan sobre sus gastos y personas vinculadas - Jay Fonseca Demandan a Phoenix Fund por 285 millones - El Nuevo Día Cooper Vision detiene expansión, dicen que solo por ahora  - El Nuevo Día Noticel dice que no tiene dispensa ética la jefa de Compras, aunque ella afirmó que sí Gobernadora veta medida para obligar a que todas las compras del gobierno tengan que estar publicadas - El Vocero Plantean cambiar la zona marítimo terrestre en el Senado, proyecto ya fue aprobado enlace Cámara - Noticel Propane Educación federal que casos de discapacidad estudiantil pasen a Salud o Trabajo - Noticel Negociado de Energía volverá a evaluar tarifa base de energía tras impugnaciones - Metro • Brent: $111.22/barril (−0.79%)• Diésel retail EE. UU.: $5.596/galón (semana del 18 mayo)• S&P 500: 7,353.61 (−0.67%) — tercera sesión consecutiva de pérdidas• Dow Jones: 49,363.88 (−0.65%, −322 pts)• Bono 10Y del Tesoro: 4.62%• Euro/USD: 1.1612 (−0.39%)• Gas natural (Henry Hub): $3.13/MMBtu (alta de 7 semanas)• Hipoteca 30Y: 6.66% (subiendo por la guerra en Irán)#tmobile#incluyeauspicio 

Interview with Paul Clarke, CEO, CanCambria EnergyRecording date: 14th May 2026CanCambria Energy, a Canadian exploration and production company, is advancing a large-scale natural gas project in Hungary aimed at addressing Europe's growing energy security concerns. As the European Union moves to eliminate reliance on Russian gas by the end of 2027, Hungary—currently importing up to 80% of its supply—faces a significant supply gap. CanCambria's Kiskunhalas concession offers a potential domestic solution.The company has identified approximately 750 billion cubic feet of recoverable natural gas within a deep tight gas formation, alongside 25 million barrels of oil in shallower conventional reservoirs. Its land position spans 247,000 acres, supported by modern 3D seismic data that has significantly reduced exploration risk and improved well targeting compared to earlier drilling efforts.Economically, the project is highly attractive under European gas pricing conditions. Individual wells cost between $15 million and $18 million but can generate over $20 million in revenue within the first year at $10/MMBtu gas prices—well below current European levels of $14–15/MMBtu. Over their lifespan, wells are expected to yield $35–50 million in after-tax netbacks, with a breakeven price near $4/MMBtu, providing a strong margin of safety.To accelerate development, CanCambria is finalizing a joint venture to fund its initial wells, with drilling expected to begin in late 2026 or early 2027. The project is designed to reach cash-flow positivity within the first few wells and scale to significant production levels.In addition to deep gas, shallower oil targets offer quicker, lower-cost returns, enhancing overall project flexibility. With favorable fiscal terms, existing infrastructure access, and strong market demand, CanCambria is positioning itself as a key contributor to Europe's transition toward more secure and diversified energy supplies.Sign up for Crux Investor: https://cruxinvestor.com

- Esperan mayor movimiento telúrico y se plantea necesidad de fortalecer los códigos de construcción - El Nuevo Día No hay construcción de vivienda para clase media - El Nuevo DíaNueva ley de Jorge Navarro limita la protesta y las impugnaciones en los tribunales - El Nuevo DíaProtestas arrancan en Cuba por apagones de 22 horas diarias - Reuters En estado crítico las reservas de petróleo del mundo - IEA Venus Gardens el ejemplo de todo PR con las escuelas y la reubicación de maestros - El Nuevo DíaNo causa y denegada orden de protección en caso de vecinos tras asesinato de Roberto Viqueira - WAPA China se preparó con almacenes luego de ver que Trump sacó a Maduro previendo que Irán era el próximo Semáforo Eliezer Molina cambiaría el juego si corre para la gobernación - Jay Fonseca Premium PIden órdenes de protección vecinos que ya se mataron anteriormente - El Nuevo Día La Junta dice que la cosa está mala, pero el gobierno dice que está todo bien - El Vocero Esperan 18% menos boricuas en los próximos años - El Vocero Pronostican subide inflación en PR - El Vocero Otro buque comercial fue tomado cerca de Fujairah camino a aguas iraníesXi le advirtió que un mal manejo del tema de Taiwán "puede llevar a choques o incluso conflicto".La Cámara vota hoy la resolución sobre los poderes de guerra en Irán. La guerra ya costó $29 mil millones y la Casa Blanca todavía no ha mandado el suplemental - Bloomberg Semáforo dice que los CEOs están negociando acceso al mercado chino con la diplomacia de Trump como palanca. Es geopolítica con cara de Silicon Valley.Alexandria Ocasio Cortez como candidata a presidencia de USA sale como tercera favorita - Polymarket Cogen negocio robándose la luz - Metro Van a reparar el Paseo Tablado con 25 millones de inversión comenzando a finales del año - El Nuevo Día UPRM vuelve a labores presenciales - Metro Honda pierde dinero por primera vez desde 1957 tras tener que reducir su inversión en carros eléctricos - FT LOS DATOS DEL DÍABrent: $105.87/barril (+0.22%) — sigue arriba 64% interanual por la guerra con IránDiésel mayorista PR (DACO): $1.247–$1.387/litroGasolina regular PR (DACO): 115.7–120.7¢/litro (subió 54.6% desde febrero)S&P 500: 7,444.26 — nuevo récord históricoDow Jones: 49,761 (+0.11%)Bono 10Y del Tesoro: 4.48% — el más alto en 10 mesesEuro/USD: 1.17Gas natural Henry Hub: $2.84/MMBtu (-0.18%)Tasa hipotecaria 30Y: 6.45%#universalinsurance#incluyeauspicio

PODCAST LAS NOTICIAS CON CALLE DE 6 DE MAYO - Pakistán publica que Irán y USA están a punto de acuerdo con un documento de una página - Reuters Baja dramática el precio del petróleo - Oil PricePelea dentro del gabinete de JGo por proyecto de permisos - El Nuevo Día R3 le arregló casas a personas que no calificaban y a propiedad ejecutada por el banco - El Nuevo Día Sube el uso del tren urbano tras aumentar el costo de la gasolina, estiman en 15% de más usuarios - Primera Hora Gobernadora no sacará a jefa de Familia, Rivera Schatz dice que Justicia debió reabrir investigación - El Vocero No va proyecto para enmendar la orden 408 para ingreso involuntario - El Vocero Te lo digo desde ahora… el Día de las Madres es este domingo, así que no improvises. Empieza por el app de T-Life de T-Mobile. Ahí tienes opciones para todo tipo de mamá: la techie, la fitness o la que vive con su playlist encendío. Teléfonos, tablets, smartwatches, accesorios… todo en un mismo sitio y sin salir de tu casa. Lo pides desde el app o llamando al 1-800-TMOBILE. Y si quieres hacerlo bien de verdad, te cambias o activas una línea nueva y aprovechas las ofertas. Entra hoy a T-Life o llama y deja ese regalo cuadrado desde ya!Asesinatos y calcinados 4 en Morovis y 2 en Arecibo Murió Mr. Blup - Facebook Rivera Schatz Drogas por votos, el caso de los federales deteniendo investigación sobre PR - Pro Publica Carlos Mellado vuelve a federales a pedir investigación por traqueteo con fondos de Salud - Bárbara Figueroa Rosa para Jay Fonseca Premium Tribunal ordena que no se pueden cerrar portones de la UPRM - Metro Le ponen condición a Genera para poder gasificar Cambalache porque estaban cobrando muy caro - El Nuevo Día PR regala demasiado dinero para lo que recibe en incentivos y créditos - Espacios Abiertos Trump suspende "Project Freedom" y negocia con Irán - Bloomberg Gasolina  roza máximo histórico a $4.50/galón promedio - AAA Genera dejó casi 99,000 abonados sin luz el lunes por relevo de carga en Costa Sur 6. Carolina, Caguas y San Juan los más afectados.Trump cobró venganza en Indiana: 5 de 7 senadores estatales republicanos que votaron contra su redistribución electoral perdieron sus primarias. Mensaje directo a Tennessee, Carolina del Sur y Alabama.Amgen invierte $300 millones más en Juncos - News is my Business Trump dice que viene con 25% de arancel a autos europeos "pronto" si no hay acuerdo comercial - FTSEC propone eliminar reportes trimestralesBrent: $101.00/barril (–8% intradía tras anuncio de Trump)Gasolina EE.UU. promedio: $4.48–$4.50/galón (cerca de récord histórico)S&P 500: 7,259.22 (+0.81% al cierre del 5 de mayo)Dow Jones: 49,298.34 (+0.74%)Bono 10Y del Tesoro: 4.35% (–0.06 pts hoy)Gas natural (Henry Hub): $2.86/MMBtu (máximo de cuatro semanas)Tasa hipotecaria 30Y (Freddie Mac): 6.30%Bono 30Y EE.UU.: rondando el 5%Deuda federal EE.UU./PIB: camino al récord de 108% en 2030 (CBO)#tmobile#incluyeauspicio

PODCAST LAS NOTICIAS CON CALLE DE 4 DE MAYO - Irán ataca barcos militares de USA, Trump había prometido guiar a barcos Legisladora borracha dice que el audio era que había problemas de sonido y que las mujeres tienen una vara alta - WUNO  - Trump arranca hoy "Project Freedom" — escolta militar para sacar barcos "neutrales" del Estrecho de Ormuz, petróleo se dispara Se gastaron 100 mil en el viajecito a España y seis meses luego rinden informe - El Vocero Niño de 7 años supuestamente apuñalado por su madre UPR en huelga sistémica y paro, cierran clínicas de Ciencias Médicas Cierra Spirit y se lleva 50 vuelos que se hacían desde PR - WUNORepresentante Popular Swanny Vargas viral por video de Kareoke - WUNTrabajadores marcharon contra la Junta de Supervisión Fiscal - El Vocero Piden a gobernadora llenar plazas de junta de Cannabis que tiene tres espacios vacíos - El Vocero Empresa de PR trae 3d printers para imprimir casas - El Vocero Senadores republicanos aprobarían resolución para autorizar intervención de USA en Irán - Semáforo Gobernadores republicanos en Luisiana, Alabama, Tennessee, Carolina del Sur, Virginia y Florida están redibujando mapas para garantizar que republicanos ganen - Punchbowl News Riesgo de calor extremo hoy 3 asesinatos en el fin de semana Jinetes boricuas hacen historia en el Kentucky Derby Plantean reforma contributiva para esta semana - Espacios AbiertosMueren 3 en crucero por hantavirus - CNN  LOS DATOS DEL DÍA• Brent: ~$110.50/barril (+5% en la sesión, tras reportes de ataques en Ormuz)• WTI: $106.96/barril (+4.9%)• S&P 500: 7,230.12 (+0.29% el viernes — récord histórico)• Dow Jones: 49,499.27 (−0.31%)• Bono 10Y del Tesoro: 4.39%• Euro/USD: 1.1767• Gas natural (Henry Hub): $2.63/MMBtu (cerca del mínimo desde octubre 2024)• Tasa hipotecaria 30Y: 6.30% (Freddie Mac)• Bitcoin: $78,904MMM hoy voy pa Martins BBQEl mejor y más sabroso pollo asado a la varita de Puerto Rico. Cocinando diariamente comida fresca saludable y sabrosa con un montón de complementos para escoger, arroces, habichuelas, verduras, mofongo,tostones,....MMMM....Esto si es criolloMartins BBQ, TOMANDO todas las medidas de salud y sabor para mantener la mesa boricua al dia con opciones para llamar, recoger o delivery por UBER Eats, y DoorDash.MMM Hoy como en Martin's BBQAsado...Jugoso...Sabroso#martinsbbq Incluye auspicio

PODCAST LAS NOTICIAS CON CALLE DE 30 DE ABRIL DE 2026 - Petróleo se trepa a 126El amor corrompió a Baby Estados Unidos tiene demasiado gas al punto de que están pagando para que se lo lleven en vez de vendiendo - Axios Buscan evitar problemas de las nuevas máquinas - El Nuevo Día Referido a ética la jefa de Familia, pero no hay delito si no hay pareja oficial - El Nuevo Día Decisión del Supremo federal cambia el juego para dibujar mapas electorales del Congreso y podría darle a republicanos margen para ganar - Washington Post No sirve el shotspotter dicen alcaldes - El Vocero Aumentan sueldo a policías por 9 mil al año - El Vocero Piden al FEI info del caso de secretaria de la Familia enamorada - El Vocero Presidenta UPR dice que no se va y que ya han cancelado 1,200 solicitudes de admisión - El Vocero Venezuela firma acuerdo con empresa de España, Italia y Estados Unidos por el Gas Natural - FTSiempre innovando y con los mejores beneficios, MCS Personal Directo te ofrece cubiertas accesibles para que cuides de tu salud y la de los tuyos. Con una amplia red de proveedores de más de 15,000 médicos de libre selección. Reembolso de hasta $40 mensuales por membresía a un gimnasio o por un entrenador personal debidamente certificado. Asistencia en el hogar para servicios de cerrajería, plomería y electricidad de hasta $350 por evento hasta 4 veces al año. ¡Únete HOY a la gran familia de MCS! ¡Salud que completa tu vida! Llama al 787.945.1259 y oriéntate.Endoso pagadoHospital Wilma Vázquez vuelve a la quiebra - El Vocero Operativo de la policía en Coamo arrestan gangas que estaban peleando - WKAQ A 1.58 el litro de gasolina en California o a 6 billetes el galón - Bloomberg Trump ha gastado 25 billones en la guerra de Irán - FTTrump creará un sistema de retiro por si tu patrono no te provee uno - Semáforo Demócratas obligarán a votar hoy por la guerra de Irán - Polymarket Trump considera atacar a Irán otra vez ante problema de nitrógeno y fertilizantes por estrecho de Hormuz - Semáforo Trump v. Kimmel y la libertad de prensa y expresión con 8647 del arresto de Comey Brent crudo: $115.81/barril (-1.9% tras tocar $126, máximo desde junio 2022)WTI crudo: $107.16/barril (+7%)Diésel mayorista EE.UU.: $3.96/galónS&P 500: 7,135.95 (-0.04%)Dow Jones: 48,861.81 (-0.57%)Nasdaq: 24,673.24 (+0.04%)Bono 10Y del Tesoro: 4.416% (+6 bps)Euro/USD: 1.1696 (-0.13%)Gas natural (Henry Hub): $2.65/MMBtu (-1.62%)Tasa hipotecaria 30Y: 6.13-6.29%Tasa de fondos federales: 3.50%-3.75% (sin cambios)#mcs Incluye auspicio

PODCAST LAS NOTICIAS CON CALLE DE 29 DE ABRIL DE 2026 - Se perdió el dinero de Isla Ratones y su reconstrucción - Primera Hora Petróleo sube a 103 el de USA y 115 el Brent Senado investigará fondos de ASES - El Vocero PR ya pagó el auspicio a Miss Universe para que se haga en PR y terminó siendo 8.7 millones - El Vocero Gobernadora dice que no hay delito en caso de la secretaria de la Familia - El Nuevo DíaNormal el pago a muertos en el Cupones - El Nuevo Día No hay garantías de que se termine la canalización del Río Piedras - El Nuevo Día La Junta paraliza el aumento de sueldo a enfermeras - El Nuevo Día Quitarían congresista boricua en Florida - El Nuevo Día Eliminan querella contra Héctor Vázquez Muñiz - El Nuevo Día Trump mantiene el bloqueo naval contra Irán y oil sigue subiendo - WSJ Brent subió otra vez (+2.8%) y un analista de Kpler dice que si esto sigue, puede llegar a $125 el barrilCaso Politank: Mellado confirma que va a Justicia - Noticentro Republicanos  están preparando una propuesta para recortar el impuesto a capital gains lo cual quita atractivo de la ley 22 en PR - Bloomberg UPR afecta la beca Pell dice la presidenta ante huelga - Primera Hora Investigación del Senado contra secretaria de la familia - El Vocero Sagardía entrega info contributiva y dice que confía en el Senado - El Vocero 5 de mayo comienza nueva tarifa de lanchas de Vieques/Culebra - El Vocero Estados Unidos quiere destruir el petróleo de Irán para obligarlos a negociar - Oil Price Big Tech reporta hoy si hay funcionado los 600 billones invertidos en tech y Ai - Economist Musk vs. Altman: arranca el juicio del añoOtra vez acusan a ex jefe del FBI ahora por desear la muerte a Trump - Polymarket Hoy Powell preside su última reunión del FedEn el Permian Basin de Texas, los productores literalmente pagan a los compradores para que se lleven el gas natural — los precios están en territorio negativo. Hay tanto gas que la tubería no da abasto. Mientras tanto, en Asia y Europa, países están racionando combustible por la guerra de Irán. EE.UU. flotando en gas que no puede mover, y el resto del mundo pagando precios récord. Es la imagen más perfecta del 2026: la abundancia atrapada al lado de la escasez global - Bloomberg Oye, se acerca otra temporada de regalos con el Día de las Madres… y te la voy a poner fácil. En T-Mobile tienes todo en un mismo lugar: teléfonos, tablets, smartwatches y accesorios. ¿Y lo mejor? Ni tienes que salir de tu casa. Lo pides desde el app de T-Life o llamando al 1-800-TMOBILE. Y si quieres sacarle más provecho, te cambias o activas una línea nueva y aprovechas las ofertas que tienen corriendo. Porque regalar bien no es gastar más… es saber dónde buscar. Entra hoy a T-Life o llama al 1-800-TMOBILE y resuelve ese regalo hoy mismo.LOS DATOS DEL DÍA• Brent crudo: $111.26/barril (+2.8%) — quinto día consecutivo al alza• WTI crudo: $103.36/barril (+3.4%)• Diésel mayorista (EE.UU.): ~$3.96/galón• S&P 500: 7,138.80 (-0.4%)• Dow Jones: 49,141.93 (-0.05%)• Bono 10Y del Tesoro: 4.35%• Euro/USD: 1.1698 (-0.20%)• Gas natural (Henry Hub): ~$5.10/MMBtu — pero en el Permian sigue NEGATIVO (productores pagando para que se lo lleven)• Tasa hipotecaria 30Y: 6.35%Incluye auspicio

PODCAST LAS NOTICIAS CON CALLE DE 28 DE ABRIL DE 2026 - Recomiendan comer carne de caimán - Primera Hora Irán humilló a USA y le enseñó a ser humildes dice Alemania - Financial Times  - Detenido Amazon en Dorado UPR en huelga y exigen salida de la presidenta - El Nuevo Día Justicia no encuentra nada ilegal en caso de secretaria de la familia - El Nuevo Día Detienen proyecto de eliminar comisión de salario mínimo - El Nuevo Día Rivera Schatz le da un día más a secretario de Hacienda - El Nuevo Día Piden a DACO y Agricultura investigar porque los precios están muy altos en la canasta básica - Primera HoraChina le dice que no a Facebook en intento de comprar empresa de Ai chino - Bloomberg Sin agua por una semana el pueblo de Hatillo - Primera Hora PNP cuelga solicitud para eliminar la erudita - El Vocero Vienen arreglos en dos muelles de 425 millones para cruceros y otros en la APP - El Vocero No se sabe si se va a extender o no el contrato de Aerostar, gobierno dice que los fiscalizan - El Vocero La crudita 2 puede ser eliminada, dice Jhonny Méndez - El Vocero Petróleo a 120 pronostica Goldman Sachs - FTParamount y Warner pasarán a ser casi completos de entidades extranjeras - Financial Times Molesto Trump con negociaciones de Irán, dice que no negocian con seriedad - Reuters Gobernador de Florida intenta cambiar mapa electoral para quitarle 4 congresistas al partido demócrata - Florida News Demócratas obligan a votar para que antes de entrar a Cuba, Trump tenga que pedir permiso - The Hill Supremo regaño a abogados por usar inteligencia artificial - Noticel 78% de los restaurantes en PR opera con margen menor de 8%. Si Brent se queda sobre $110, ese margen se evapora. Importamos casi todo lo que comemos — y todo viene en barco. Siempre innovando y con los mejores beneficios, MCS Personal Directo te ofrece cubiertas accesibles para que cuides de tu salud y la de los tuyos.Con una amplia red de proveedores de más de 15,000 médicos de libre selección. Reembolso de hasta $40 mensuales por membresía a un gimnasio o por un entrenador personal debidamente certificado. Asistencia en el hogar para servicios de cerrajería, plomería y electricidad de hasta $350 por evento hasta 4 veces al año.¡Únete HOY a la gran familia de MCS!¡Salud que completa tu vida! Llama al 787.945.1259 y oriéntate.Endoso pagadoLOS DATOS DEL DÍABrent: $111.16/barril (+2.71%) — máximos desde marzoDiésel wholesale (US): ~$5.40/galón (al 21 abril, EIA)S&P 500: 7,173.91 (+0.12%) — récordDow Jones: 49,167.79 (-0.13%)Nasdaq: 24,887.10 (+0.20%) — récordBono 10Y del Tesoro: 4.32%Euro/USD: 1.1696Gas natural: $2.58/MMBtu (+2.06%)Tasa hipotecaria 30Y: 6.33%#mcs #incluyeauspicio 

Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East conflict is reshaping the industry.In normal times, LNG supply is led by Qatar, the U.S., and Australia, with prices anchored to benchmarks like Henry Hub, TTF, and JKM. Before the war, markets were relatively well supplied, keeping prices stable.Three weeks into the conflict, that balance has shifted. Brent crude has climbed to about $110, European gas (TTF) to around $20/MMBtu, while U.S. Henry Hub remains near $3—highlighting growing regional divergence driven by infrastructure and trade flows.Two views have emerged: the White House sees a temporary disruption, while analysts like Jeff Currie and James Gutman argue this is a structural supply shock—captured by the idea that “you can't print molecules.”The impact is uneven. Europe is highly exposed, Asia faces rising competition for cargoes, and emerging markets risk being priced out. The U.S. remains relatively insulated but increasingly vital as a supplier. Massive damage to key Gulf infrastructure such as South Pars and Ras Laffan will disrupt flows for months if not years.In response, short-term measures include stock releases, more coal production and demand cuts. Longer term the crisis may spur new LNG investment, accelerate energy security efforts, and boost the development of renewables while further fragmenting global markets.The takeaway: this is not just another cycle, but a structural shift in the future of energy.ReferencesHC Group podcasts with Paul Chapmanhttps://open.spotify.com/episode/4FelokgY7oWXMxwyv75N0D?si=SgGNX7S_RZuFnry5Ckdi_Qhttps://open.spotify.com/episode/6bOCstN1chwOmB16u5SvRU?si=mu9PEjU9QQqvSHSmXlTafgOn LNG. Ira Joseph papershttps://www.energypolicy.columbia.edu/https://www.energypolicy.columbia.edu/us-israeli-attacks-on-iran-and-global-energy-impacts/

In recognition of NAPE week in Houston, we are delighted to welcome back David Bat, President of Kimberlite Research, to explore the latest OFS activity, trends, and technologies. David brings more than 30 years of experience spanning upstream, power, and oilfield research. Prior to joining Kimberlite in 2015, he served as VP and General Manager of Constellation New Energy, President of Welling & Company, and President of Stream-Flo USA. He began his career as a geologist with Chevron. Kimberlite is an international oilfield research firm that draws on insights from more than 20,000 hours of annual interviews with industry professionals to analyze market trends and benchmark performance for oilfield equipment and service providers. We were excited to hear David's perspective and latest insights. In our conversation, we cover Kimberlite's research model, the data it captures from operators, and how the firm uses AI as an enabling tool. David shares Kimberlite's 2026 operator sentiment and activity outlook and highlights regional hot spots for expansion (including Latin America, the Middle East, Norway, and West Africa) and discusses key technologies improving recovery and efficiency, as well as the runway for further gains. We compare international versus North American market structure, noting that the “Big Four” hold roughly 80% share across much of the international/offshore oilfield services market, while North America is highly fragmented with many specialty providers. We touch on the Permian as a global incubator for innovation, the Haynesville as a proving ground for high-temperature tools, David's longer-term outlook for the Lower 48 Tier 1 runway, operator-to-operator differences in service outcomes, and supplier performance dispersion and benchmarking, with performance and fit varying by basin. We explore upstream digital transformation strategies, why domain expertise matters for applying AI, hydraulic fracturing digital dynamics, and where digital value is expected to emerge, especially in production optimization. We also cover why consolidation is viewed as desperately needed in oilfield services yet hard to execute, Canada's market dynamics, and the strong demand for qualified personnel and quality equipment in international and offshore markets. David shares his exploration outlook, potential drivers of improved recoveries, newer tech players, and Kimberlite's Net Promoter Score (NPS) work, which he says correlates strongly with future financial performance and competitive strength; fewer than 10% of the OFS companies Kimberlite tracks exhibit truly distinguishing, scalable, "elite" customer-focused characteristics. A few select slides from David's presentation are linked here. It was a wide-ranging discussion and we're grateful to David for sharing his expertise with us all. Mike Bradley kicked off the discussion by noting that the 10-year U.S. bond yield appears to have stabilized in the 4.0% to 4.10% range after plunging last week on a cooler-than-expected January CPI report. In crude markets, WTI price has been stuck over the last several weeks between $60-$65/bbl and inched a little lower to start this week (~$62/bbl) following reports that Iran and the U.S. have a “general agreement” on the basis for a potential nuclear deal, which could eventually lead to an ease in Iranian sanctions. An agreement in the next couple of weeks could lead to an additional pullback in oil prices if the oil market narrative shifts away from a modest “war premium” towards the IEA's 2026 global “oil glut” (~3.7mmbpd) narrative. On the natural gas front, he highlighted that the recent Arctic-driven winter premium for prompt gas price (~$3.00/MMBtu) and 12-month strip (~$3.50/MMBtu) have been completely u

Today we had the exciting opportunity to host Bill Anderson, Senior Managing Director at Evercore and Global Head of the firm's Activism/Raid Defense team and Strategic M&A Advisory practice. Bill is a pioneer in activism defense and has advised more than 500 companies facing activists or strategic raids, including many of the largest proxy fights and defense situations of the past two decades. Prior to joining Evercore in 2016, Bill spent more than 15 years at Goldman Sachs as an M&A partner and leader of its defense team. Earlier in his career, he was an M&A attorney at Simpson Thatcher & Bartlett, clerked on the Second Circuit of the U.S. Court of Appeals, worked as a CPA at Coopers & Lybrand, and served as a Captain in the U.S. Army Reserves. It was our pleasure to hear Bill's perspectives on the latest M&A activity, activism and hostile preparedness, board composition and alignment, and the evolving dynamics between companies, shareholders, and capital markets. In our conversation, we explore Bill's career path from classic M&A work into defense and special committees as markets changed, and how activism became a major driver of M&A. Bill shares his top takeaways from 2025 activity, noting the wide range of deal types and attributing the acceleration in deal flow to greater antitrust optimism, liquid financing, and strong buyer stock performance. We discuss why activism has become a core risk-management issue for public companies, how activists can build positions via derivatives and broker-dealer exposure with limited disclosure (and why 13F filings can be an important early-warning signal), and how shareholder bases have evolved with index funds now a dominant ownership block alongside the continued influence of ISS and Glass Lewis. We cover the difficulty of mobilizing retail votes and related regulatory/state-law considerations, the deal approval environment under Trump versus Biden (including CFIUS as a wildcard), why companies are more careful describing synergies, the impact of universal proxy, and the importance of diversity, tenure, and sector expertise in board refreshment. We touch on the drivers of positive acquirer stock reactions, how companies communicate value at deal announcement, activist dynamics in M&A and when activism becomes contentious, the importance of board alignment and cohesion, increased spin-off activity, and much more. We ended by asking Bill for his thoughts on how companies can attract long-only capital. Throughout the discussion, we reference several elements of Evercore's “2025 Year in Review Report.” It was a fascinating discussion and we appreciate Bill for sharing his time and insights. Mike Bradley kicked us off by noting that the 10-year U.S. bond yield plunged this week following an unexpectedly soft December Retail Sales report. Bond volatility could remain elevated with January CPI set for release on Friday. On the crude oil market front, WTI price appears to have temporarily settled into a $60-$65/bbl trading range, given there have been no major new geopolitical surprises over the past week. In natural gas, prompt natural gas price has completely roundtripped since the Arctic blast started and is now trading back at ~$3.15/MMBtu. U.S. gas storage is back near normal levels (around the 5-year average) and winter weather from here through the end of withdrawal season will determine how constructive the setup is for summer gas price. On the broader equity market front, the DJIA has been one of the real winners this past week (up ~2.5-3.0%), especially versus the S&P 500 (up ~0.5%). Cyclical sectors (Energy, Industrials, and Materials) continue to be the market leaders, while Tech/Telecom continue to lag. In energy equities, most large-caps (Oil Majors, Oil Services, and Refiners) have already reported Q4 results, and the next few weeks will be dominated by E&Ps reporting. E&P commentary will likely be do

In this February 2026 news roundup, we analyze how Winter Storm Ferne disrupted nearly 2 million barrels per day of U.S. oil production and sent natural gas prices to all-time highs, with spot prices hitting over $30/mmBtu. We explore what these dramatic price spikes mean for your royalty checks and why this recovery looks different from the 2021 Texas grid crisis. We also examine the Trump administration's push to streamline oil and gas permitting on federal forest lands, Greenland's emerging role as a strategic mineral hub, and what flat rig counts signal about the industry's cautious approach to increasing production despite recent price volatility. As always, links to the articles discussed can be found in the show notes at mineralrightspodcast.com.

It was an honor to welcome David MacNaughton, Strategic Advisor at CIBC and former Canadian Ambassador to the United States. David joined CIBC earlier in January (press release linked here) and will provide insights to senior business leaders across public policy, regulatory developments, global trade, and stakeholder relations. David served as Canada's Ambassador to the U.S. from 2016 to 2019, a pivotal period that included the renegotiation of NAFTA. Earlier in his career, David served as Chairman of StrategyCorp and as a Senior Advisor to CIBC Capital Markets, and he previously served as President of Palantir Canada. He is a seasoned entrepreneur and political strategist, having founded and built multiple public affairs and advisory firms. We were thrilled to host David ahead of CIBC's Annual Institutional Investor Conference taking place this week in Whistler and to hear his perspective on the evolving dynamics shaping the U.S.-Canada relationship. In our conversation, we discuss David's experience spanning business and government, the highly dynamic geopolitical environment, the need for renewed public-private collaboration, and why politics feel increasingly interventionist today, with populist pressure pushing governments toward protectionism and isolationism. We explore the implications of AI-driven white-collar job disruption, why businesses must treat geopolitics and public policy as core risk drivers, Canada's role in AI innovation and adoption, and how Canada is rebalancing its resource economy amid global energy and trade shifts. David shares his perspective on Canada's prior reluctance to embrace LNG exports and its renewed push to be an “energy superpower,” how to interpret volatility from the Trump Administration, and how tariffs have strained, but not broken, the U.S.-Canada relationship, highlighting the importance of the integrated North American energy system and the need for Canada to diversify markets. We discuss how David's Strategic Advisor role will help clients think about using government support appropriately, his cautious optimism on recent geopolitical shifts, and why maintaining dialogue among allies matters, as misinterpretation and retreating into corners can quickly spiral into escalation. It was a broad-based discussion and we're thankful to David for sharing his time and unique insights. Mike Bradley opened the show by noting that the 10-year U.S. bond yield had spiked to ~4.3% amid concerns that Europeans could sell U.S. Treasuries in response to President Trump's Greenland overtures, as well as growing questions about what a spike in Japanese bond yields might mean for global bond yields. Consensus appears firmly in the camp that the Fed will not cut interest rates at the January 28 FOMC meeting. In the broader equity market, the S&P 500 was down modestly (~0.5%) over the last week, with cyclical sectors (Energy and Industrials) leading and Financials lagging. In energy commodities, WTI price appears to have stabilized at ~$60/bbl. U.S. natural gas price recently spiked ~$0.80/MMBtu (to ~$4.00/MMBtu) due to an Arctic blast forecast in the weeks ahead. On the energy news front, Q4 earnings season begins this week with Halliburton and SLB reporting. Discussion on those calls is likely to be dominated by 1H26 international oil spending trends. Mike also noted Mitsubishi Corp's $5.2 billion deal to acquire Aethon Energy, and his expectation for many more deals across the energy value chain in 2026. He ended by highlighting that President Trump, along with a handful of Northeast governors, are asking PJM Interconnection to hold an emergency energy auction that would allow Big Tech companies to bid on 15-year contracts to supply ~$15 billion of new power plants. IPP equities were the most negatively impacted by this proposal late last week.

December 2025 Sustainable Stock and ETF Picks. Covers America's most responsible companies, AI infrastructure and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 162, December 19, 2025 Hello, Ron Robins here. Welcome to my podcast episode 162, published on December 19, 2025, titled "December 2025 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 8 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (1) In this edition, I'm starting with a ranking of responsible companies. It's titled America's Most Responsible Companies 2026 on rankings.newsweek.com. It's by Newsweek and Statista. Here are some quotes from the introduction by Jennifer H. Cunningham. "According to a study by The Roundup, 84 percent of customers say that they are deterred from companies with poor environmental practices, and 62 percent 'always or often' specifically look for products that are sustainable. That is why Newsweek is proud to partner with Statista for the seventh time to present America's Most Responsible Companies 2026, highlighting 600 companies that are taking action each day to uphold their social responsibility.  This ranking is built on an evaluation of company CSR/ESG or sustainability reports, financial reports, history of lawsuits and 2024 top polluter indexes from the Political Economy Research Institute. Additionally, over 30 KPIs were researched from the three areas of ESG—environmental, social and governance performance. Companies included in this ranking are American Tower (AMT), Ingersoll Rand (IR), Las Vegas Sands (LVS), NVIDIA (NVDA), and Tapestry (TPR )." End quotes The top five companies in the ranking are NVIDIA (NVDA), Mastercard (MA), Palo Alto Networks (PANW), Ecolab (ECL), and T-Mobile (TMUS). ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (2) As renewable energy companies make gains, this article reviews some top companies in the sector. The article is titled Top 7 companies offering digital transformation solutions for renewable energy on azbigmedia.com. It's by Eric Kelly. Here are some of his comments. "1. DXC Technology (DXC) builds Distributed Energy Resource Management Systems – DERMS for short. What that means in plain English: software that can juggle thousands of solar panels, wind turbines, and batteries at once. Their renewable energy digital services do real-time forecasting and balancing. When a cloud covers a solar farm, the system already knows and has adjusted before anyone notices a flicker. They use predictive analytics to figure out what's going to happen hours or days ahead, which matters when you're trying to keep the lights on for millions of people. 2. Siemens Energy (ENR.DE) Their Omnivise Digital Solutions covers pretty much everything – from the moment you build a power plant to the day you tear it down decades later. They make distributed control systems that pull data from every sensor, every turbine, every transformer, and show it all in one place. What's interesting is their edge computing for substations. Instead of sending all data to some central cloud and waiting for instructions, the processing happens right there on-site. Milliseconds matter when you're managing a grid. Siemens is also deep into green hydrogen tech. They're working on projects in over 100 countries and their equipment generates about half the world's electricity. 3. Schneider Electric (SU.PA) built EcoStruxure. It connects hardware, software, and services to optimize energy use in buildings, factories, and grids. Their new One Digital Grid Platform uses AI to manage planning, operations, and asset management all in one place. The AI automatically catches when the digital model of a grid doesn't match reality – like when someone forgot to update the system after installing new equipment. Sounds simple, but that kind of mismatch causes real problems. 4. ABB (ABBNY) make robotic systems for manufacturing solar panels, complete instrumentation packages for solar and wind plants, and the smart grid systems that tie it all together. Their battery storage solutions are particularly interesting. BESS-as-a-Service means companies can use battery systems without buying them outright. For industrial users trying to cut electricity costs during peak hours, that's huge. You get energy independence without the capital expenditure. ABB supplies converters for the world's biggest offshore wind farms and generators for hydroelectric plants. 5. GE Vernova (GEV) is the spinoff from General Electric that focuses purely on power generation and grid management. They generate about 25% of the world's electricity through their installed base of 2200 GW worth of equipment.  Their Grid Orchestration Software uses AI to predict demand, optimize energy flow, and integrate all those distributed resources we keep talking about. Their Advanced Asset Performance Management system pulls data from information systems, operational systems, and engineering models to help people make faster decisions. GE Vernova partnered with Amazon Web Services to accelerate cloud migration and bring generative AI into energy infrastructure. 6. IBM Energy and Utilities (IBM) brings Watson and AI expertise to energy. Their Maximo platform manages assets, and Watson handles the heavy data analytics. They're using AI to forecast renewable energy production, optimize maintenance schedules, and manage distributed resources. IBM is also experimenting with quantum computing for modeling complex energy systems. Their blockchain platforms enable peer-to-peer energy trading – imagine selling excess solar power from your roof directly to your neighbor. They build digital twins that simulate how turbines, transformers, and entire grids will behave under different conditions. 7. Accenture (ACN) isn't selling hardware or software directly. They're consultants who help energy companies figure out their entire digital transformation strategy. Sometimes the problem isn't technology – it's knowing which technology to use and how to implement it without disrupting your business. They work with industry leaders on IoT, Big Data, AI, and cloud solutions. Their approach covers operational excellence, asset management, customer experience, and decarbonization. Renewable energy digital services from Accenture include predictive maintenance for wind and solar farms, platforms for managing virtual power plants, and real-time carbon emission monitoring. They also help companies integrate ESG principles into operations and reporting." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (3) This next article is titled Zacks Industry Outlook Highlights Bloom Energy, OPAL Fuels and FuelCell on finance.yahoo.com. It's by Zacks Equity Research. Now, some quotes from the article. "1. FuelCell Energy (FCEL) Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants. In September 2025, the company announced its fiscal third-quarter results. The company reported a loss of 95 cents per share, which improved 45% year over year. The company's top line also improved 97% year over year to $46.74 million. The Zacks Consensus Estimate for FuelCell Energy's fiscal 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for fiscal 2026 earnings implies 51.3% growth year over year. The company currently carries a Zacks Rank #2 (Buy). 2. OPAL Fuels (OPAL) Based in New York, the company is a vertically integrated renewable fuels platform involved in the production and distribution of renewable natural gas for the heavy-duty truck market. During the third quarter, the company produced renewable natural gas of nearly 1.3 million Metric Million British Thermal units (MMBtu), which was up 30% year over year. The Fuel Station Services segment sold, dispensed, and serviced an aggregate of 38.9 million GGEs of transportation fuel for the three months ended Sept. 30, 2025, reflecting an increase of 1% year over year. The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 21.8% from the previous year's reported figure. The estimate for 2025 earnings implies 128.6% growth from the previous year's reported figure. The company currently carries a Zacks Rank #2. 3. Bloom Energy (BE) Based in San Jose, CA, the company generates and distributes renewable energy. On Oct. 28, 2025, Bloom Energy announced its third-quarter results. It reported earnings of 15 cents per share against a loss of a cent in the year-ago quarter. The company's top line also improved 57.3% year over year to $519 million. The Zacks Consensus Estimate for 2025 sales implies an improvement of 28.6% from the previous year's reported figure. The consensus estimate for 2025 earnings implies 92.9% growth from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold)." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (4) This final review article makes a bold prediction on an AI infrastructure stock. The article is titled Prediction: This AI Infrastructure Stock Could Hit a $500 Billion Valuation by 2032 on fool.com and is by Thomas Niel. Here are some quotes from Mr. Neil's article. "Arista Networks (ANET) A top provider of cloud networking solutions for end-users such as AI data centers, the company has already benefited greatly from this trend. Already a strong performer over the past five years, its shares may be in for further outsized price appreciation in the years ahead, as the AI growth trend persists. How Arista benefits from the AI buildout Arista Networks has been in business for over 20 years, becoming a billion-dollar business around 10 years ago. Still, it's only been over the past three years that the company experienced a sustained growth resurgence. The reason for this is hardly a mystery. In late 2022, ChatGPT launched, sparking the start of the genAI growth trend. Soon after, tech companies, especially the largest names in the space, began to deploy hundreds of billions of dollars into building out their AI infrastructures. With this booming surge in demand, it's no surprise that Arista Networks has benefited from a big jump in demand for networking hardware, like switches and routers, as well as the software used to power them… This rapid revenue growth has brought with it a correspondingly high rate of earnings growth… Next stop $500 billion? It's possible At current prices, Arista Networks has a market cap of around $161.3 billion. To reach a $500 billion market cap and a share price of around $400 within six years, at a minimum, Arista will need to sustain 20% annualized growth… The bottom line for new or existing Arista Networks investors Currently, Arista has a forward price-to-earnings (P/E) ratio of just under 40. In the years ahead, even if annual growth stays around 20%, shares could experience a slight de-rating as investors anticipate a growth slowdown over a longer time frame… Rather than entering or adding to a position at any price, you may want to wait for renewed worries about an AI bubble or whitebox competition to create new buy-the-dip situations." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for December 2025. 1. Title: Sustainability ETFs Still Shining Despite Investor Pullback. Here are the 4 Largest on thedailyupside.com. By Kiran Aditham. 2. Title: Better AI Infrastructure Stock: Nebius Group vs. Iren Limited on fool.com. By Patrick Sanders. 3. Title: FCEL vs. BE: Which Hydrogen Power Stock Has Better Potential for Now? On nasdaq.com. By Jewel Saha for Zacks. 4. Title: EQR Named A Top Socially Responsible Dividend Stock on nasdaq.com. By BNK Invest. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "December 2025 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. I wish you a wonderful time over the holidays and a terrific and prosperous 2026! Thank you for listening. My next podcast will be on January 23rd. See you then. Bye for now   © 2025 Ron Robins, Investing for the Soul

Today we had the pleasure of welcoming back our good friend Les Csorba, Partner in Charge of the Houston office and a member of the CEO and Board of Directors Practice at Heidrick & Struggles. Les has over 30 years of experience in executive search, leadership consulting, and executive coaching, and he has long been a thoughtful, balanced voice within the energy community. Earlier this fall, he published “Aware: The Power of Seeing Yourself Clearly” (linked here). It's a fascinating exploration of how confronting blind spots, deepening both internal and external self-awareness, and cultivating environments where candid feedback is encouraged can transform leaders and organizations. As always, we appreciate hearing Les's perspective and were thrilled to visit with him. In our conversation, we cover why 2026 will test leaders, with fast-changing macro and geopolitical dynamics putting pressure on executives to lead with clarity, agility, and foresight. We explore how to create cultures where people speak candidly, including giving trusted team members permission to call out blind spots, as well as the difference between chain of command and chain of communication, and the importance of leaders being visible, accessible, and in direct contact with all levels of the organization. Les shares what led him to write “Aware” and the research Heidrick conducted showing that across 75,000 assessments, only ~13% of people demonstrated true self-awareness, inspiring Les to conclude that meaningfully raising that percentage could dramatically enhance organizational performance. We discuss internal versus external awareness, how leaders must treat macro/geopolitical chaos as primary inputs rather than background noise, how AI can boost efficiency but may dull self-awareness, and how to build feedback cultures and measure awareness. Les reflects on the early reception to the book and why self-awareness matters not just for leaders but for teams, boards, and personal relationships, why self-awareness is at historic lows, the importance of hiring and building around weaknesses, and how leaders can optimize and fully leverage their strengths. Les emphasizes the need to get outside of your information bubble, seek diverse perspectives, and cultivate the blend of confidence and humility that characterizes the most effective leaders. We close by discussing what's next for Les, the four forces for energy leaders in 2026 (agility, internal activism, strategic awareness, and foresight vs. forecast), and the most common board weakness, lacking someone who can push back thoughtfully and respectfully. Mike Bradley kicked us off by noting the 10-year bond yield was holding steady (~4.15%) following last week's FOMC meeting. He flagged the dissenting votes for an interest rate cut and suggested the split could foreshadow dynamics under the next Fed Chairman. On the broader equity market front, he observed that markets appear to be losing trading momentum and that 2026 could be a “year of reckoning” for 2025's market leaders (AI/Tech) as investors begin scrutinizing data center spending and associated returns more closely. In the oil market, he highlighted that WTI fell to a four-year low (~$55-bbl) on continued 2026 global oil surplus concerns rather than any specific event. He also noted that at the current 12-month strip ($55/bbl), 2026 upstream budgets, which will be announced in the next 1-2 months, will likely be negatively affected. On the natural gas front, he pointed out that over the past seven trading days, prompt U.S. natural gas price has plunged ~$1.50/MMBtu (to $3.85/MMBtu) due to a warmer short-term winter outlook. On the electricity front, he noted that 2027+ PJM capacity market auction results will be released Wednesday afternoon. Most investors are expecting prices to again hit the ceiling (~$335/mw), which might serve a

Solar, Storage, and Nuclear: The Next Clean Tech Wave Surging AI demand is creating volatility and speed-to-power challenges, while grid delays push onsite generation forward. Our Clean Tech Symposium highlighted a major shift in data center power strategies, with the percentage of facilities using onsite gas potentially doubling in the short term. But, its role as bridge vs. temporary depends on economics: transmission and distribution (T&D) spend >$100B annually and pricing trends closer to $6/MMBtu. Solar-plus-storage remains highly cost-competitive with battery prices down 40-50%, reinforcing its position in future portfolios. Nuclear small modular reactors (SMRs) are progressing with faster timelines, though commercialization is years away and cost certainty remains low. Power availability is now shaping data center site selection, where Dimple sees solar + storage and nuclear as complementary long-term solutions.    You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

The global LNG market has been tight since 2022, with prices remaining around USD 10/MMbtu (about EUR 30/MWh).  However, with the one-year countdown to the complete phase-out of Russian gas starting next month, and a new wave of LNG capacity from the US and Qatar expected to come online from next year - could prices drop as low as USD 7/MMbtu?  In this episode, Richard sits down with LNG analysts and geopolitical experts to discuss how Asia could see a strong demand rebound in the next few years, why Germany's declining industrial gas consumption puts downward pressure on long-term demand into Europe. But there is a note of caution as structural challenges in the US LNG construction industry are likely to  cause supply delays.  Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Laurence Walker - Deputy Editor-in-Chief, Montel NewsGuests: Henning Gloystein - Managing Director of Energy and Resources, Eurasia Group. Saul Kavonic - Head of Energy Research, MST Financial.Editor: Oscar BirkProducer: Sarah Knowles

Today we had the pleasure of hosting Dr. Kruti Lehenbauer, Founder of Analytics TX. Kruti is a longtime statistician and economic consultant who has held leadership roles across analytics, data, and research. She holds a Ph.D. in Public Policy and Political Economy and helps organizations audit business data, uncover hidden efficiencies, and navigate strategic planning, AI adoption, and more. She regularly shares thought-provoking insights and translates complex analysis into clear, actionable takeaways. We were delighted to hear her perspectives on interest rates, inflation, tariffs, and more ahead of next week's Fed meeting. In our conversation, we explore the “panic narrative” around the economy and why the past five years may feel worse than what the long-run trends suggest. We discuss the health of the U.S. economy, whether we're truly in a unique moment, how rapid interest rate hikes have worsened the debt picture, and why Kruti believes rates should already be moving back toward ~3%. She shares why the expectation that “everything must rise exponentially” is misguided, invoking Joan Robinson's reminder that “in the long run we are all dead, but not all at once.” We cover what data Kruti thinks the Fed should focus on (employment, GDP, true inflation) versus short-term headlines and political noise, the interplay between aggregate demand and aggregate supply, and why productivity and technology matter most for long-run growth. Kruti also explains how tariffs effectively raise real interest rates, how consumers adapt, and the flaws she sees in how we measure inflation today. We touch on why she believes fears of mass job loss from AI are overblown, the importance of adaptation, and her concerns about declining quality in higher education and its impact on high-skill labor and future productivity. We address fiscal versus monetary policy, why overreliance on the Fed is risky, and long-run structural issues including savings behavior, financial literacy, and long-dated household debt. We also discuss India's role as a rising economic partner and end with the “magic-wand” reforms Kruti would prioritize including leaner government, updated inflation metrics, and policies that expand the economy's productive frontier rather than over-managing it. It was a thought-provoking discussion. Mike Bradley kicked us off by noting that broader equity markets rallied on a rebound in Bitcoin, bond yields have been inching higher, crude oil remains under pressure, U.S. natural gas price continues to surge, and copper prices are hitting all-time highs. The 10-year bond yield inched higher this week to ~4.1%, after trading near 4% last week, on rumors that Kevin Hassett is the front-runner for Federal Reserve Chairman. Bond volatility will likely continue into the December 10th FOMC meeting. The DJIA and S&P 500 were both up on the day but remain flattish to slightly lower for the week, with Technology leading and Energy lagging. On the oil market front, WTI price continues to be under pressure (trading just under $59/bbl) due to continuing concern around an early 2026 global oil surplus (~2-4mmbpd). This bearish oil thesis/trade is very-very-very consensus. OPEC+ convened over the weekend and agreed, as expected, to pause oil output hikes through Q126 and to call for third-party verification of OPEC+ members Maximum Sustainable Capacity for 2027 production baselines. He closed by highlighting that cold weather has finally arrived, spiking prompt U.S. natural gas price to ~$5/MMBtu (while the 12-month strip holds steady at ~$4.15/MMBtu). He noted the remarkable surge in Lower-48 dry gas production, from 108-109bcfpd a month ago to a weekend peak of ~114bcfpd, now settling in at 112-113bcfpd. Jeff Tillery shared a few themes he's watching heading into the next few quarters. In traditional energy, oilfield services stocks are jumping even as oil prices fall, raising the question of whether the market is signali

In this episode, we speak with Trevor Best, Co-founder and CEO of Syzygy Plasmonics, who shares how his company's proprietary photocatalytic technology converts waste biogas into sustainable aviation fuel, and has the potential to reach fossil jet fuel parity. Best discusses:NovaSAF's unique value proposition: converting biogas from landfills, dairy farms, and wastewater treatment plants into SAF, simultaneously addressing methane emissions whilst decarbonising aviation transport.The technology's competitive advantage: using light instead of heat which enables the use of raw biogas without extensive cleanup, scaling efficiently at smaller sites, and increasing yield by incorporating CO2 into the fuel rather than separating it out.Strategic targeting of stranded biogas assets that are far from natural gas grids, which helps secure feedstock at low prices $5-6 per MMBtu, making jet fuel parity achievable.How Syzygy is building the world's first biogas-to-SAF plant in Uruguay, that can produce 400,000 gallons of SAF anually, serving as proof of concept before scaling to 100,000 tons per year by 2030 through clustered developments.The global biogas opportunity: the International Energy Agency estimates reserves could theoretically produce 580 million tons per year of SAF, exceeding total global jet fuel consumption, though 95% remains stranded today.Best also shares his leadership philosophy: the importance of listening over talking, the inevitability of failure in entrepreneurship, and why persistence matters more than avoiding mistakes.If you LOVED this episode, you'll also love the conversation we had with Dave Kettner, President and General Counsel at Virent, who shares the company's pivotal role in shaping a sustainable future in aviation. Check it out here. Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air: Volume 2'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More:Syzygy PlasmonicsSyzygy Plasmonics begins development of the world's first electrified biogas-to-SAF plant - PR NewswireSyzygy Plasmonics outlines dual-certified, cost effective RFNBO and Bio SAF solution as Europe calls for urgent action on Net-Zero aviation - BioEnergy TimesSyzygy Plasmonics and Velocys partner for sustainable aviation fuel production in Uruguay - ChemAnalyst    

O gás argentino já cruzou a fronteira e volta a ganhar força no verão. Neste episódio do videocast gas week, André Ramalho, editor da agência eixos, recebe Pablo Campana, gerente da unidade Brasil da Pluspetrol, e Gabriela Aguilar, VP da Excelerate Energy para a América do Sul, para discutir: - Retomada das exportações sazonais a partir de outubro e perspectivas de volumes (3 a 4 milhões de m³/d); - Revisão do preço mínimo argentino (impacto esperado e distorções para a arbitragem); gargalos e investimentos em infraestrutura (US$ 2 bi) e as rotas mais viáveis (Paraguai, Uruguaiana, Bolívia); - Papel do GNL (segurança energética, small scale, leilões de capacidade) e complementaridade com a hidroeletricidade; - Efeitos da política boliviana (trânsito e tarifas da YPFB); - Expansão da Pluspetrol em Vaca Muerta (La Calera com 15 a 17 milhões m³/d e Bajo del Choique) - Operações da Excelerate no Brasil (FSRUs na Baía de Guanabara e na Bahia, projeto de reliquefação para reduzir emissões e recuperar boil-off); - Referência de preço hoje (~US$ 7/MMBTU na fronteira).

This week we are delighted to welcome Betty Jiang, Managing Director of U.S. Integrateds and E&P Equity Research at Barclays. Betty joined Barclays in 2023 after leading the U.S. ESG Research team at Credit Suisse and has more than 15 years of equity research experience, with prior roles at UBS, Illuminate Capital Group, and Bank of America. We were thrilled to hear Betty's insights on what's top of mind for investors, key themes from earnings, and a preview of Barclays' upcoming 39th Annual Energy-Power Conference, taking place next week from September 2-4 in New York. In our conversation, Betty shares why she finds energy research compelling and reflects on the interesting timing of her career, beginning in 2007 during the shale boom years. She explains how her experience in ESG and sustainability broadened her analytical skills and highlighted the complexity of the energy transition. We discuss the value of cross-sector research collaboration and Betty outlines key takeaways from Q2 earnings, including significant increases in free cash flow, shale resilience, a long-term bullish gas production outlook, and a market focus on efficiency and free cash flow discipline. We explore the intersection of gas and power demand and how factors like regional grid dynamics and AI are shaping the sector, the continuing need for baseload power, reluctance in adopting low-carbon gas, the importance of strategic positioning and capability for companies seeking exposure in power markets, and gas price and production outlook. Betty provides an insider perspective on how she navigates earnings season, noting how AI and research tools are increasingly shaping how research is consumed and analyzed, while emphasizing that AI cannot replace deep analysis essential for understanding nuance, context, and cross-company trends. We discuss the tension between short-term shareholder expectations and long-term strategic initiatives, emphasizing the importance of a clear “North Star” and consistent communication. Betty notes that energy sector investors vary widely, and while the E&P sector is generally out of favor with generalists, sustained capital discipline, cash returns, and demonstrated resilience are attracting renewed interest. We touch on the challenge of differentiation in energy companies and how thoughtful execution and innovative approaches can create competitive advantages, the key themes for Barclays' upcoming conference with over 170 companies currently registered to attend, how efficiency gains and current free cash flow could influence 2026 outlooks, and more. It was a fantastic discussion and we greatly appreciate Betty for sharing her time and insights. To start the show, Mike Bradley noted that last week's COBT theme was investor “anticipation” of the Jackson Hole meeting, while this week it's investor “expectations” around NVIDIA's Q2 results/forward guidance. On the broader equity front, the S&P 500 hit another high last week but traded sideways this week ahead of NVIDIA's Q2 results. NVIDIA expectations are pretty bullish, with most expecting a beat-and-raise quarter, and the only real question at this point is whether NVIDIA's forward outlook will be bullish enough to satisfy investors. At a $4.4 trillion market cap, larger than all but three countries' GDP, NVIDIA's AI commentary and forward guidance will be a market mover. On the crude oil market front, WTI price continues to trade sideways (low-mid $60s) amid continued 2H25 global oil surplus concerns that are being somewhat offset by lack of headway in Russian/Ukrainian peace (leading to possible stiff oil sanctions). On the natural gas front, U.S. natural gas price (prompt & 12mo strip) were trading at ~$2.70/MMBtu & ~$3.50/MMBtu (YTD lows). Investor sentiment is still more bullish for natural gas E&Ps, even though prompt natural gas price has significantly underperformed prompt WTI price this year. Mike also highlighted a

NESTA EDIÇÃO. Mercado de petróleo global digere tarifas dos EUA, com receios de novas taxas sobre a Rússia. Ministro de Minas e Energia diz que preço do gás natural no leilão da produção da União deve ficar entre US$ 5 e US$ 7 por MMBtu. ANP reduz atendimento ao público e desativa canal telefônico por falta de recursos. Crescimento da micro e mini geração distribuída desacelera no primeiro semestre.

NGI markets editors Chris Newman and Jodi Shafto discuss whether long-dormant pipeline projects in the region could finally break ground under the new administration based on Jodi's takeaways from the recent LDC Gas Forum Northeast conference in Boston.   The duo examine the stark price divide between the pipeline haves and have nots. Appalachian gas traded near zero while New England spiked to $33.50/MMBtu this winter. With data center demand surging, the infrastructure gap could become even more critical.   They discuss industry sentiment on the prospects for reviving projects like Williams' Constitution Pipeline. They also review how the region's gas pipelines and producers are positioned to handle explosive AI-driven demand.

Today we had two stellar guests for a COBT discussion focused on Germany's significant upcoming election on February 23. We had the pleasure of hosting our good friend Dr. Lars Schernikau alongside Dr. Daniel Stelter. Lars is an energy economist, entrepreneur, commodity trader, strategic advisor, and the author of “The Unpopular Truth about Electricity and the Future of Energy.” We have known Lars for a few years now and reached out to him for advice on an expert voice on the German elections, economy and overall macro outlook. He recommended Daniel and we were thrilled to get them both to join us. Daniel is an acclaimed macroeconomist and strategy consultant and his background includes 20 plus years as Senior Partner and Executive Committee Member at Boston Consulting Group. More recently, he founded the think tank “Beyond The Obvious.” We were delighted to visit with Lars and Daniel. We covered a lot of territory in our conversation starting with asking Lars and Daniel for background on whether the upcoming election is likely to bring meaningful economic or policy reforms and probing its broader implications for Germany's economic trajectory. They shared their unfortunately low expectations for significant change, pointing to Germany's ongoing economic decline, which has been exacerbated by policy decisions during COVID, including heavy spending and regulatory shifts, and further strained by high energy prices, energy scarcity, and deindustrialization driven by the country's aggressive transition to renewables and more recent closure of their nuclear plants. We explore Germany's debt-to-GDP ratio as a strategic advantage, though constrained by debt brake laws, potential reforms to reallocate funds from subsidies and social programs toward more productive investments, hidden liabilities that significantly increase Germany's actual debt burden, European debt dynamics, the Euro, and speculation on whether the U.S. will prioritize strengthening Germany's economic resilience or focus on attracting German industries to America for lower energy costs. We touch on potential future scenarios, including the possibility for Germany to delay coal plant closures or access domestic gas reserves, the U.S.'s vested interest in supporting Germany and the EU to maintain geopolitical stability, and the increasing political polarization in Germany. We also discuss how China's long-term strategic planning in EVs, batteries, and raw materials has outpaced European efforts, the strategic implications of sanctioning Russia, and much more. It was a candid look at the challenges and opportunities facing Germany and Europe and we can't thank Lars and Daniel enough for sharing their time and thoughts with us. Mike Bradley started us off by highlighting that broader equity markets seem to be focused solely on Trump-Trump-Trump policies, whether that be recent talks between Russia/U.S. on a Ukrainian peace deal or reciprocal tariff threats. He noted that there's little in the way of market moving economic data this week which might allow broader equity markets to continue gravitating higher. Meta's stock price has been up twenty consecutive trading days (an equity market record) and NVIDIA will be reporting quarterly results next week, which could create a lot of volatility and set the tone for the Technology sector in the coming weeks. On the crude oil front, he discussed rumors that OPEC might look to delay oil production increases (120kbpd) that were scheduled for April. The recent pullback in crude oil price also seems to be grounded in optimism for a breakthrough in the Ukrainian war. On the natural gas front, European natural gas price is trading at ~$15/MMBtu, down ~$2/MMBtu over the last few weeks, on optimism the EU will allow a more flexible gas storage refill this year. European gas storage levels are 44% full versus the 5-year average of 54% full, which provides a bit of a gas price floor heading into summer. He w

Today we were delighted to welcome the Honorable Lisa Raitt, Vice-Chair of Global Investment Banking at CIBC, for an insightful discussion focused on the implications of recent U.S.-Canada trade developments. Lisa joined CIBC Capital Markets in 2020 following an eleven-year tenure in the Government of Canada. Her distinguished career includes serving as Deputy Leader of the Official Opposition and the Conservative Party of Canada, as well as serving as Minister of Natural Resources, Minister of Labor, and Minister of Transport. We were thrilled to host Lisa and hear her valuable perspective on the evolving trade dynamics between the U.S. and Canada. In our conversation, we explore the Canadian view on President Trump's recent comments regarding tariffs and Canada's auto manufacturing industry, along with the broader implications for U.S.-Canada trade relations. We discuss Canada's political landscape, including Prime Minister Trudeau's decision to step down after losing party support, the Conservative Party's growing momentum under Pierre Poilievre, and Canada's economic challenges and growth concerns. We touch on the unifying effect trade tensions have had on Canadian political and business communities, the potential for retaliatory measures, the need for more power generation, transmission, and distribution to support Canada's economic growth, and intra-Canada trade complications that impact Canada's competitiveness. Lisa provides insight into the impact of the Canadian dollar and interest rates, how currency fluctuations affect key sectors including agriculture, manufacturing, tourism, and sports, the deep economic and familial ties between the U.S. and Canada, whether ongoing trade disputes could fundamentally alter the relationship between the two countries, and more. We are very thankful to Lisa for sharing her time and perspective. Mike Bradley started off the show by highlighting that President Trump's new tariffs and tariff threats are increasing volatility, but that for the most part, bond and equity markets have been moving sideways. He noted January CPI & PPI will be reported over the next two days which could create added market volatility for bonds and equities. If both inflation reports print cooler-than expected, it will likely lead to intensifying pressure from Trump for the FED to cut interest rates at the March FOMC Meeting. On the crude oil market front, WTI price has rallied this week to ~$73/bbl and crude oil time spreads are pointing to a physically tight oil market. Oil price continues to be impacted by on/off tariff threats and continued OPEC production curtailments but was aided this week on news that Russian oil exports are being impacted by tighter Russian oil sanctions. On the natural gas front, U.S. natural gas prompt price has rebounded to ~$3.50/MMBtu on colder weather and the 12-month natural gas strip is now trading above $4.00/MMBtu. BP indicated on their Q4 call that at current U.S natural gas prices, they were contemplating picking up gas rigs “now” which is a new development. He also noted that European natural gas price was trading at ~$17/MMBtu (~$100/bbl oil equivalent) because European gas storage is draining faster than expected due to colder winter weather and poor renewable performance/utilization. He ended by flagging Equinor's recent strategy shift (significant reduction in renewables capex thru 2030) and also noted that BP is calling for a “fundamental reset” of their strategy at their Capital Markets Day (Feb 26th). Robert Kester added his thoughts on AI's dominance in global discourse, highlighting this week's high-profile AI Summit in Paris and different global approaches to AI, including the U.S.'s free-market stance, Europe's push for regulation, and China's state-backed AI expansion. We hope you all enjoy the discussion with Lisa as much as we did. Our best to you all – and to our friends up north, let's work this out, eh!

President Trump wants lower energy prices and higher oil and gas production and exports—objectives that seem irreconcilable, given the relatively high cost of producing oil from US shale formations. We estimate that US energy companies need WTI crude prices of $55/bbl and natural gas at $3.50/MMBtu for drilling to be profitable, with $75 and $3.75 required to significantly increase drilling. However, reducing royalties and taxes, easing methane regulations, and streamlining federal drilling permits could lower breakeven costs by $10/bbl for oil and $0.60/MMBtu for gas. On a production-weighted average basis, this would reduce the breakeven point for US oil production from $55 to $45. Ultimately, the impact of these lower costs on US oil production depends on the decisions of the 275 independent companies in the upstream shale sector.   Speaker: Natasha Kaneva, Head of Global Commodities Research     This podcast was recorded on 31 January 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4895361-0 and for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

It was an honor today to welcome Dr. Rafael Grossi, Director General of the International Atomic Energy Agency (IAEA). Dr. Grossi is a distinguished diplomat with an esteemed career spanning 40 years in nuclear non-proliferation and disarmament. He has served as the IAEA's Director General since December 2019 and was re-appointed for a second four-year term beginning in December 2023. Prior to his current role, Dr. Grossi served as Argentina's Ambassador to Austria. Other career highlights include Argentine Representative to the IAEA, President of the Nuclear Suppliers Group, Assistant Director General for Policy and Chief of the Cabinet at the IAEA, and Chief of Cabinet at the Organization for the Prohibition of Chemical Weapons. He began his career as Argentine Representative to NATO. We were delighted to visit with Dr. Grossi. In our conversation, we discuss the IAEA's critical role in nuclear safety, development, and nonproliferation amid global challenges, including efforts to prevent nuclear accidents in active conflict zones. Dr. Grossi discusses the agency's unprecedented decision to establish a permanent presence of IAEA experts at the Zaporizhzhia nuclear power plant in Ukraine to ensure safety and security, the agency's ongoing communication with both Ukrainian and Russian leadership to mitigate risks during wartime, and the dedication of the IAEA staff who have volunteered for these high-risk missions. We cover the IAEA's history, which was inspired by President Eisenhower's “Atoms for Peace” initiative, the agency's evolving mission in regulatory and industrial standardization, the increasing interest in nuclear energy as a demand-driven solution to global power needs, and how the IAEA is supporting countries through their Milestones Program to provide guidance for adopting nuclear energy. Additionally, we explore the growing role of private capital in nuclear projects and the IAEA's efforts to engage with international financial institutions including the World Bank to create a more favorable investing environment for nuclear energy, geopolitical dynamics influencing the sector, and the IAEA's collaboration with nuclear CEOs, vendors, and clients worldwide. It was a profound look at the challenges and opportunities shaping nuclear energy and we are deeply grateful to Dr. Grossi for sharing his time and insights. Mike Bradley kicked off the show by highlighting that even though broader U.S. equity markets continue to post new highs, they're still trying to decipher Trump's current tariff “rhetoric” from future tariff “realism.” Trump surprised markets again this weekend by vowing to impose a 100% tariff on BRICS countries that don't/won't commit to be anchored to the U.S. dollar. He also noted that current global events (including South Korea's President declaring Marshall Law on Tuesday & French lawmakers possibly seeking to hold a no-confidence vote to topple the French President on Wednesday) could spill over and potentially stall the runup in U.S. equities. On the crude oil market front, WTI has traded up ~$2/bbl this week (~$70/bbl) on news the U.S. is sanctioning several foreign entities tied to the Iranian crude oil tanker “shadow fleet.” OPEC delayed their virtual meeting to Dec 5th and consensus is betting OPEC will agree to delay an oil production increase by another three months. On the natural gas front, U.S. natural gas price plunged this week to ~$3/MMBtu due to a warmer 6-10-day weather outlook and a rebound in U.S. gas production (~104bcfpd). European natural gas prices continue to stay elevated mostly due to extremely high November gas storage withdrawals. The EU raised their February gas storage target levels to 50% (up from 45%) due to growing 2025 supply concerns. On the energy equity front, Energy is among the worst performing S&P sectors this past week (down ~1%) due to the strong U.S. dollar, modest OPEC Meeting uncertainty and Canadian/Mexican crude oil

Today we had the honor of hosting Pablo Vegas, President and CEO of the Electric Reliability Council of Texas (ERCOT). Pablo was appointed as CEO by Governor Abbott in October 2022, after previously serving as Executive Vice President of NiSource and Group President of NiSource Utilities. His previous management roles included senior positions with both American Electric Power and IBM. Pablo also serves on the Global Advisory Board for the Harvard Business School and is a member of the Texas Advanced Nuclear Working Group. ERCOT manages the flow of electricity to over 27 million Texas customers and oversees one of the most unique power grids in the US. We were thrilled to hear Pablo's unique insights on the latest power developments in Texas and across the US. In our conversation, we explore ERCOT's collaboration with international and domestic grid operators to share best practices for managing intermittent resources and ensuring resource adequacy, ERCOT's unique operational advantages, and Texas's projected electricity demand growth by 2030, which equates to adding Germany's current electricity demand. We discuss the reliability risks associated with renewable energy integration, insights into the current state of battery storage capacity, and the need for Texas market design changes to better incentivize the building of more dispatchable power plants. Pablo shares details about the Texas Energy Fund's $5 billion allocation aimed at incentivizing up to 10 gigawatts of dispatchable power, economic hurdles for coal plants as well as combined-cycle gas plants under EPA regulations requiring carbon capture by the end of 2031, opportunities for nuclear energy development, and the lack of clear market pricing signals in ERCOT compared to capacity market spikes in PJM and MISO. We touch on how the new administration might approach power policy, how current federal regulations hinder power sector growth despite incentives for broader economic expansion, and more. We ended by asking Pablo for his predictions for what Texas's generation mix might look like in five years and for the future of ERCOT's connectivity with other grids. We covered a great deal of territory and can't thank Pablo enough for his insights into all these critical topics. Mike Bradley kicked off the show by highlighting that markets remain in “digestion” mode as they continue to react to Trump's Cabinet picks. Over the weekend, Trump nominated Scott Bessent for Secretary of Treasury and markets responded favorably (bond yields dropped) on Monday as many investors believe he'll be more balanced on the tariff front. However, Trump surprised markets a day later by vowing that he'll levy additional tariffs on China (10%) and new import tariffs (25%) on all Canadian & Mexican goods. On the crude oil market front, WTI traded sideways/slightly down over the past week (~$69/bbl) due to a potential ceasefire deal in the Middle East. He noted that the December 1st OPEC meeting will now be virtual. OPEC's leadership will likely look to extend current production curtailments for another three months to get them through the seasonally weak Q1 period. On the natural gas front, U.S. natural gas price in recent weeks has spiked from ~$3.00/MMBtu to ~$3.40/MMBtu due to a colder 6-10-day weather outlook. The real gas story is in Europe where natural gas price in recent weeks has spiked to ~$15/MMBtu due to an early spell of cold weather, lower LNG shipments and extremely low wind generation. On the broader equity market front, the S&P 500 and Nasdaq were up just over 1.5% over the last week as they continue to digest Trump Cabinet picks and what policy priorities might be enacted on early in his Presidency. On the energy equity front, the Energy sector was one of the few S&P sectors down last week (~1.5%). He also noted a handful of Energy & Materials sector deals this past week and ended by discussing that the COP29 Conference in Baku c

Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here's what to expect in 2024.----- Transcript -----Welcome to Thoughts on the Market. I'm Devin McDermott, Head of Morgan Stanley's North American Energy Research Team and the Lead Commodity Strategist for Global Gas and LNG Markets. Today, I'll be talking about some of the big debates around natural gas and shale in 2024. It's Thursday, January 11th at 10 a.m. in New York. The evolution of shale as a viable, low cost energy resource, has been one of the biggest structural changes in global oil and gas markets of the past few decades. In oil, this turned the U.S. into the world's largest producer, while falling costs also led to sharp deflation in prices and global oversupply. For U.S. natural gas, which is more regionally isolated, it allowed the market to double in size from 2010 to 2020, with demand growing rapidly across nearly every major end-market. Over this period, the U.S. transitioned from a net importer of liquefied natural gas, or LNG, to one of the world's largest exporters. But despite this robust growth, prices actually declined 80% over the period as falling cost of U.S. shale and pipeline expansions unlocked low cost supply. Now looking ahead after a multi-year pause, the US is set to begin another cycle of LNG expansion. This comes in response to some of the market shocks from the Russia/Ukraine conflict, including loss of Russian gas into Europe, as well as strong demand growth in Asia, where LNG serves as a key energy transition fuel. In total, projects that are currently under construction should nearly double US LNG export capacity by the later part of this decade. While the last wave didn't drive prices higher, this time can be different as it comes at a time when some investors feel like peak shale might be on the horizon. Shale is maturing, well costs and break-evens are generally no longer falling, and pipe expansions have slowed significantly due to regulatory challenges. While many of these issues are more apparent on the oil side, there are challenges for gas as well. Notably, the lowest cost US supply region, the Marcellus in Appalachia, is constrained by lack of infrastructure. As a result, meeting this demand likely elicits a call on supply growth from higher cost regions relative to last cycle. This not only includes the Haynesville, a gas play in Louisiana, but also the Eagle Ford in Texas and Basins in Oklahoma, potentially requiring prices in the $4 to $5 per MMBtu range to incentivize sufficient investment. Investors are split on the natural gas outlook. Bears argue that abundant, low cost domestic supply will meet LNG demand without higher prices, just like last time, while bulls backed higher prices this time around. Now, strong supply and a mild start to the winter heating season has actually pushed Henry Hub prices lower to close out 2023, bringing year-to-date declines to 50%. While this drives a softer set up for the first half of 2024, lower prices also come with a silver lining. This should help moderate potential investment in new supply ahead of the pending wave of LNG expansions. As a result, we believe the bearish near-term setup may prove bullish for the second half of 2024 and 2025. A dynamic many stocks in the sector do not fully reflect. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.