Podcasts about natgas

Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past few days. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - What we learned from Davos - President Miyagi - tariffs on, tariffs off - January: stocks are trying to finish with gains - Small-caps flying - S&P  500: All-time highs going into earnings Markets - Silver and Gold - Still Going - Big week for earnings - Fed decision on Wednesday - Nat Gas price exploding - US Dollar drops hard over past few days Can't Keep Track Anymore -Trump has announced he is raising tariffs on South Korean imports to 25% after accusing Seoul of "not living up" to a trade deal reached last year. - In a post on social media, Trump said he would increase levies on South Korea from 15% across a range of products including automobiles, lumber, pharmaceuticals and "all other Reciprocal TARIFFS". - South Korea is planning on voting on the "agreement" with the US in February - KOSPI hits all-time high after being down 1% on the news - S. Korea President re-affirms their commitments Davos - 2026 - What we learned - Not much - Same bifurcated view of the world - Trump backed off the Greenland threats - Framework of a "deal" / "plan" - So, no tariffs - (Going to get a boy who cried wolf ....) Gold and Silver - Off to the races - Silver was up again in a big way Monday. Fell back down to earth (up 5% from up 15% earlier in the day - Hovering around $110 - that is impressive - parabolic move - GOLD! - Proving itself as a USD hedge and safety trade (Bitcoin in the dust) - Gold above $5,000 per ounce - - Plenty of reports that central banks are buying up| - USD weakness Economy - Still Strong - The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and a smaller drag from inventories. - Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. - Consumer spending advanced at a 3.5% annualized pace last quarter, reflecting the fastest pace of outlays for services in three years, while spending on goods also accelerated from the previous quarter. Amazon - Trimming.... 30,000 jobs is plan - First half of that was in October and now trhery are laying off the remainder - CEO Jassey says that it is not financial of AI issues ---- Again - why so important to state that and make that a focal point? - Layoffs amount to 10% of the corporate workforce - Company still has 1.5 million employees Comeback? - Spirit Airlines is in talks with investment firm Castlelake for a potential takeover of the discount airline, CNBC has learned. - Remember, all started when Jetblue deal was blocked - Frontier tried - Spirit tried a few times to get head above water - nothing worked Booz Cancelled - Treasury Secretary Scott Bessent canceled department contracts with the consulting firm Booz Allen Hamilton, whose employee leaked President Donald Trump's tax records to The New York Times. - The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn “stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.” - Booz Allen Hamilton's stock price dropped by more than 10% on the heels of the Treasury Department's announcement. - Why does Booz have tax records in the first place? - Stock down 50% since end of 2024 Private Credit - BlackRock TCP Capital shares lower by 13% after it disclosed Friday night that net asset value declined approximately 19.0%; other private credit stocks falling in sympathy - The Company's net asset value per share as of December 31, 2025 to be between approximately $7.05 and $7.09, an anticipated decline of approximately 19.0% during the quarter ended December 31, 2025, compared to a net asset value per share of $8.71 as of September 30, 2025. - This decline is primarily driven by issuer-specific developments during the quarter. - The Company's net investment income per share to be between approximately $0.24 and $0.26 for the three months ended December 31, 2025. - Decliners: TCPC -13.40% OWL -3.07% ARES -3.30% KKR -2.08% BAM -0.41% CG -0.33% Zoom Communications - Valuation of Anthropic stake - The news is driving shares higher as analysts suggest ZM's $51 mln stake could now be worth between $2-$4 bln based on Anthropic's rumored $350 bln valuation, effectively acting as a "hidden gem" on its balance sheet. - From a fundamental perspective, the company's performance has also significantly improved, evidenced by its Q3 beat-and-raise report in late November where revenue rose 4.4% yr/yr to $1.23 bln. - This stronger financial performance is being driven by robust growth in the Enterprise segment, the rapid adoption of AI Companion features, and the scaling of adjacent growth businesses like Zoom Contact Center and Workvivo. - Consequently, the combination of high-margin operational rigor -- highlighted by a 41.2% non-GAAP operating margin -- and the massive unrealized gains from its AI investments has shifted investor sentiment firmly back toward growth. UNH and Health Stocks - DOWN 20% today - The administration's proposal (via the Centers for Medicare & Medicaid Services, or CMS) for Medicare Advantage reimbursement rates to rise by only 0.09% in 2027. This was far below Wall Street expectations of 4-6% (or higher), following a more generous ~5% increase for 2026. - The near-flat rate aims to improve payment accuracy, curb overbilling practices, and protect taxpayers, according to CMS statements, but it sparked widespread concerns about squeezed insurer margins, potential benefit cuts for seniors, reduced plan offerings, or market exits. - UnitedHealth has significant exposure to Medicare Advantage (roughly 30% of national enrollment), making it particularly vulnerable. The proposal, announced late Monday (January 26), led to a broader sell-off in health insurers: - - Humana (HUM) plunged over 20-21%. - - CVS Health (CVS) and Elevance Health (ELV) each dropped around 13-14%. Tech Earnings Microsoft (MSFT) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  Earnings per share (EPS): about $3.86 and Revenue: about $80 billion - Growth: high teens year over year revenue growth - Investors are focused on Azure and broader cloud growth, particularly how much of that growth is coming from AI related demand. Microsoft has built a reputation for consistent execution, which also means expectations are high. The critical issues will be cloud growth sustainability, margin stability, and how aggressively management plans to keep spending on AI infrastructure. Meta Platforms (META) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS: about $8.15–$8.20 and Revenue: about $58–$59 billion - Growth: roughly 20–21% year over year revenue growth - Advertising remains the core driver, with AI driven ad targeting continuing to improve returns for advertisers. While topline growth expectations remain strong, investors are closely watching expense growth. The biggest question is whether rising AI and infrastructure spending can be managed without eroding margins or spooking investors, as Meta works through the next phase of its AI strategy. Tesla (TSLA) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS (non GAAP): about $0.40–$0.45 and Revenue: about $24.5–$25 billion - Trend: earnings expected to be sharply lower than a year ago - Tesla enters earnings with the weakest expectations among the major tech names this week. Vehicle deliveries declined year over year, and automotive margins remain under pressure. While the energy and services segments continue to grow, they are not yet large enough to offset slowing EV demand. - Investors will be far more focused on forward guidance than on the quarter itself—particularly updates on Full Self Driving, robotaxis, and the broader AI roadmap. Apple (AAPL) Reports: Thursday, January 29 (After Market Close) Wall Street Expectations -  EPS: about $2.65–$2.67 and Revenue: about $138 billion Growth: approximately 11–12% year over year revenue growth - This is Apple's most important quarter of the year. Expectations call for record revenue driven by the iPhone 17 cycle and continued Services growth. The focus will be on margins, China demand, and forward guidance—particularly how higher costs (memory prices and tariffs) may impact profitability. Apple typically beats expectations, but the stock reaction will hinge on what management says about growth beyond this quarter. Company Ticker Report Date Est. EPS Key Focus Area Microsoft MSFT Wed, Jan 28 (AMC) $3.92 Azure AI revenue growth & CapEx spending Meta Platforms META Wed, Jan 28 (AMC) $8.17 Ad monetization of AI & 2026 CapEx guidance Tesla TSLA Wed, Jan 28 (AMC) $0.45 Full Self-Driving (FSD) & Robotaxi updates Apple AAPL Thu, Jan 29 (AMC) Varies iPhone 17 demand & Apple Intelligence rollout ServiceNow NOW Wed, Jan 28 (AMC) $0.88 Enterprise AI software adoption rates IBM IBM Wed, Jan 28 (AMC) $4.28 Hybrid cloud and watsonx performance *AMC = After Market Close; EPS = Earnings Per Share (Consensus Estimates) Boeing - The company's airplane deliveries last year were the highest since 2018, helping drive revenue. Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024 and topping analysts' expectations. Cash flow of $400 million was roughly double what Wall Street was expecting. - Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024. The airplane manufacturer delivered 600 airplanes last year, up from 348 a year earlier. Another MoonShot - U.S. natural gas prices surged over 17% on Monday morning, climbing above $6 for the first time since late 2022. - It comes as Winter Storm Fern leaves hundreds of thousands without power and forces mass flight cancellations. - The National Weather Service has forecast wind chills as low as -50 degrees Fahrenheit (-45.56 degrees Celsius) across the eastern two-thirds of the U.S. this week. -Up 68% YTD - Nat gas is used in a whole lot of things - electrical grid 43% is fueled by Nat Gas Government - Not Again! - Seems like Dems are threatening a shutdown again - A partial U.S. government shutdown is set to begin on Friday, January 30, 2026. - The Senate is expected to vote on a funding package to avert this shutdown, with delays from a winter storm pushing initial votes to at least January 27, 2026 - The issue is being exacerbated with the ICE / Minnesota issues This is precious - Ex-finance minister Noda currently co-heads largest opposition party - He says that Japan unlikely to get international consent for intervention - Yen, bond selloff requires Japan to be in crisis mode, he says - Government must vow to restore fiscal discipline to end yen fall, Noda says - Japan must create environment allowing for steady BOJ rate hikes, he says - THIS shows us all that the whole thing with these guys/gals is all political. - NEVER EVER if he was in the role would he say anything like this.       Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Mark Longo breaks down a tumultuous week 3 of 2026 as geopolitical tensions over Greenland drive massive futures volume. The first three weeks of 2026 have been a geopolitical whirlwind. From "snatch and grab" maneuvers in Venezuela to carrier strike fleets moving toward Iran, and now a brewing trade war over Greenland, the futures markets are lighting up with volatility. Mark Longo takes you into the trading pit for a breakdown of what's limit up and what's crashing. Inside the Trading Pit: The Metals Super-Cycle: Silver continues its rampage, up another 7.6% this week after a 25% gain last week. Is it unstoppable? Energy Update: An arctic polar vortex is sending Natural Gas soaring over 21% this week. Meanwhile, Heating Oil jumps 6.25% as the cold snap hits the Midwest. Lithium's Wild Ride: Up nearly 11% this week and a staggering 42.4% year-to-date. Mark explores what's driving this electric move. The Crypto Slide: Bitcoin and Ether futures both outpaced the downside this week, dropping 6% and 9% respectively. Ag & Softs: Cocoa continues to get cheaper for your breakfast table, down nearly 15% this week and 26% for the year. Volume King: The Nasdaq 100 Micro steals the throne with over 2.1 million contracts on the tape. Watch the Year-to-Date Leaders: We analyze the rotation out of large-cap tech and the surprising strength in commodities like Palladium and Platinum. 0:00 – Introduction: 19 Years of the Network! 1:30 – Geopolitical Update: Venezuela, Iran, and Greenland 3:45 – Top 5 Gainers: Silver, Nat Gas, and the "Shiny Stuff" 6:10 – Top 5 Losers: The Crypto Pain & Cocoa's Collapse 9:20 – Volume Report: Nasdaq Micros vs. The 10-Year Note 11:50 – Year-to-Date Movers: Lithium's 42% Rampage 14:00 – Closing Remarks: Join us for This Week in Futures Options Brought to you by tastytrade.com/podcasts

The natural gas market is evolving faster than the pipes can keep up, creating a high-stakes environment where infrastructure is king. Jay Bhatty, founder of NatGasHub.com and author of Nat Gas Million$: Insider Secrets To Striking It Rich, joins NGI's Chris Lenton and senior editor Andrew Baker to pull back the curtain on the world of energy trading and the "unsung heroes" of gas scheduling. Bhatty breaks down how the disconnect between surging demand, driven by LNG exports and the data center boom, as well as how limited pipeline capacity is creating massive opportunities for those who control firm transport and storage. The discussion dives into the current winter outlook, encompassing how early-season volatility and potential "fireworks" in pipeline-constrained regions like the Northeast could trigger major price dislocations. Bhatty also shares strategic insights from his career on the trading floor, explaining the shift from traditional market drivers to a new era defined by high-flexibility storage and structural demand growth. As the market braces for the next major cold snap, Bhatty provides a roadmap for navigating a volatile commodity landscape where physical delivery is becoming the ultimate competitive advantage.

Is Silver the new meme stock? Are Small Caps finally ready to lead the pack? Join Mark Longo of The Options Insider and special guest Rich Excell from the University of Illinois (and the Stay Vigilant Substack) as they break down a historic week in the futures options markets. From parabolic moves in metals to a massive rotation within the equity space, the guys analyze the data you can't find anywhere else. Inside This Episode: The Great Equity Rotation: Why tech is taking a backseat as the Russell 2000 (RUT) explodes. Is this the "mean reversion" trade of the decade? Silver's Parabolic Run: Silver is up over 20% in a week. We look at the "price insensitive" buying and the wild 120/125 call spreads hitting the tape. Treasury Volatility Collapse: With Treasury price vol hitting anemic lows, Rich explains why he's looking at asymmetric put butterflies to hedge against a yield backup. Movers & Shakers: A 70/30 split to the green side at CME Group this week. We analyze the carnage in Nat Gas versus the "heater" in Platinum and Soybean Oil. Crypto Divergence: Why the tech use cases for Ethereum and Solana are starting to outpace Bitcoin in the eyes of the market. Technical Deep Dives: Skew Analysis: Why silver calls remain bid despite the massive price surge. RUT Options: Analyzing the heavy flow in the March 2500/2400 put spreads. CVOL Insights: Tracking the surge in Metals vol versus the "nothing burger" in Treasury yield vol. Connect with the Show: Follow Rich Excell: @ExcellRichard or his Substack, Stay Vigilant . Track the Data: CME Group QuikStrike/TWIFO Go Pro: TheOptionsInsider.com/Pro

Is Silver the new meme stock? Are Small Caps finally ready to lead the pack? Join Mark Longo of The Options Insider and special guest Rich Excell from the University of Illinois (and the Stay Vigilant Substack) as they break down a historic week in the futures options markets. From parabolic moves in metals to a massive rotation within the equity space, the guys analyze the data you can't find anywhere else. Inside This Episode: The Great Equity Rotation: Why tech is taking a backseat as the Russell 2000 (RUT) explodes. Is this the "mean reversion" trade of the decade? Silver's Parabolic Run: Silver is up over 20% in a week. We look at the "price insensitive" buying and the wild 120/125 call spreads hitting the tape. Treasury Volatility Collapse: With Treasury price vol hitting anemic lows, Rich explains why he's looking at asymmetric put butterflies to hedge against a yield backup. Movers & Shakers: A 70/30 split to the green side at CME Group this week. We analyze the carnage in Nat Gas versus the "heater" in Platinum and Soybean Oil. Crypto Divergence: Why the tech use cases for Ethereum and Solana are starting to outpace Bitcoin in the eyes of the market. Technical Deep Dives: Skew Analysis: Why silver calls remain bid despite the massive price surge. RUT Options: Analyzing the heavy flow in the March 2500/2400 put spreads. CVOL Insights: Tracking the surge in Metals vol versus the "nothing burger" in Treasury yield vol. Connect with the Show: Follow Rich Excell: @ExcellRichard or his Substack, Stay Vigilant . Track the Data: CME Group QuikStrike/TWIFO Go Pro: TheOptionsInsider.com/Pro

The White House looking to strike a deal to curb the impact of AI demand on power prices. The CEO of EQT, the largest nat gas producer in the U.S. joins to explain the increase in demand. Then AI is still eating software. A top wall street analyst with a warning about further downside pressure. He lays out the names to avoid.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded January 6, 2026 and September 9, 2025 https://youtu.be/pJQU6thaAmo Episode 148 of the PetroNerds podcast is a 2026 New Year showstopper.  Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is joined on stage at the Houston Producers Forum by Ron Gusek, CEO of Liberty Energy, Andrew Novotny, CEO of Calpine, and Sheldon Burleson, CEO of Rockcliff Energy.  Trisha moderates this star studded panel conversation covering everything from oil and gas prices and power demand to natural gas production and artificial intelligence.  But before this esteemed panel discussion, Trisha gets PetroNerdy with a fresh and thorough market recap on oil prices, oil production, and events in Venezuela.  This panel discussion took place on September 9th, 2025 in Houston at the Houston Producers Forum.  Ron Gusek covers everything from the oil and gas market to power solutions.  He describes frac expertise and knowledge being translated into power generation.  Ron talks about the behind the meter power solutions Liberty is working on, the oil and natural gas market, and the US not ceding market share to the Middle East. He also talks about peak shale and how the US can maintain 13.5 mbd with relative ease.  He discusses the role of higher oil prices, the efficiency of the industry, and the ability to increase output in the US and Canada for both oil and natural gas.  Andrew Novotny talks about AI power demand, hyperscalers, and the actual amount of natural gas demand for power from AI.  He talks about grid connected power and the abundance of electricity, most of the time, but the problems when there is scarcity and lack of power availability in the specific window of hours where cost is incredibly high.  "We have a ton of power outside of 200 hours."  He also talks about power companies being behind and unable to connect folks in the oil and gas field to the grid.  He speaks to the lack of energy density in wind and solar power and wind and solar requiring greater transmission which drives the cost of this intermittent power up.  Sheldon Burleson discusses the excitement around natural gas and investment in natural gas, especially in private equity.  He talks about the areas with the lowest breakevens and the shift in thinking about drilling and completion costs.  Companies are rethinking DUCs and are now building drilled and completed wells (DACs) and then waiting to bring these wells online and into production.  Sheldon talks about the change from growth to capital discipline in the context of "peak shale." The audience asks fantastic questions ranging from power in the field from flares and changes in the fuel powering frac fleets.  The panelsist knocked Trisha's questions and the audience's questions out of the park.  PetroNerds cannot thank these gentlemen enough for their intel, insight, and candid remarks.  This is an incredible PetroNerds podcast you are going to want to listen to and watch, more than once, and share with your colleagues and friends.  

Sure, natural gas markets have experienced lots of changes the past few years. But all that was merely a prelude. The main event — a transformation of Gulf Coast markets — is about to begin. In today's RBN blog, we discuss our upcoming GasCon 2026 conference on this market-shifting inflection point.

This is an early listen to what's coming on this Weekend's Show.  I chat with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for a level-headed, trading-desk perspective on what defined 2025 and what could matter most in 2026 for commodities. Darrel brings over 30 years of commodities trading experience to unpack the outsized moves in precious metals and beyond - cutting through hype, misinformation, and short-term narratives to focus on fundamentals, positioning, and longer-term cycles. We focus on Silver, Gold, Copper, Oil and Natural Gas.    Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/   ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to outline strategies for portfolio management in lieu of the underlying trends in gold, silver, copper, oil, nat gas, rare earths, antimony, tech stocks, AI stocks, and robotics stocks. He also highlights some of the trades in individual resource stocks in his portfolio.   We start off noting the strong V-shaped recovery in gold and silver and the precious metals equities since our last conversation in late October.  After the sector corrected down sharply from mid-October into early November, it then rallied strongly back up through present in mid-December.   Silver breaking up decisively through the October highs in late November had Sean communicating with his subscribers to get positioned into even more silver stocks over the last couple weeks. In the larger silver stocks Sean got repositioned in both Pan American Silver and Hecla Mining again in 2 of his respective publications and portfolios. He is more animated by the recent outperformance of some of his junior mining stocks, flagging the outperformance in Heliostar Metals, Vizsla Silver, and Avino Silver and Gold.   Sean makes the case for both gold and silver running much higher in the year to come. His medium-term target for gold is at $4,500 and then a run over $5,000 is quite doable. Longer-term he still has an upside target for gold around $6,930. With silver he sees an eventual run to $100 as quite possible next year, and longer-term even a move to $200 would simply bring the metal up to it's inflation-adjusted highs. “I don't think most generalist investors are going to wake up until silver gets to $100, and then they may say ‘Oh, I should add some to my portfolio.' ” “It's not too late really to buy any of the silver miners. Heck, look at our Avino Silver and Gold… it's up 58% already and we didn't add it that long ago.”   From there we broaden out the discussion to the whole commodity complex, which Sean believes will stay in momentum overall. He points to the strength in copper and copper stocks, and advises looking for domestic opportunities to participate in that megatrend as it continues to develop. He feels many of the metals are moving higher in sympathy with the breakout in the precious metals. Sean believes this commodities super-cycle will even begin to drag the lagging traditional energy sector higher once again next year, pointing to the recent strength in natural gas, and the eventual catch-up trade in oil and oil stocks.   Shifting over into some of the niche' elements of the critical minerals sector, we discuss the outsized move higher in rare earths, antimony, and tungsten stocks in the summer into the early fall, but then the harsh correction back lower again, with many equities down 50-70% off their recent highs. Sean reiterates the importance of pulling partial profits when people have outsized gains in their portfolios. He outlined that he advised subscribers to reduce down positions in some of his big winners in rare earths, like MP Materials, and antimony like United States Antimony a couple of months ago. He also trimmed back most of those positions over the last few weeks to still lock in 106% and 85% gains respectively in the remaining portions, highlighting the importance of getting into trends early on at low prices and buying when the trends were in motion but less obvious to the broader markets. While he acknowledged some of these critical minerals sectors may be one of the few areas experiencing tax-loss selling this season, he still thinks investors can pick their spots and get re-positioned as these trends are not over, and China is still back to increasing their export controls on these important commodities.   Wrapping up we looked back at 2025 more big picture, and summarized a great year overall for investors, but marked with extreme moves of volatility in both directions. Sean pointed back to mixed start to the year, the severe market dislocations in most sectors during the April tariff tantrum lows, the strength and rebound of the precious metals, general US equities, and in particular the tech stocks. Sean anticipates the tech stocks continuing to garner a bid in 2026, and highlighted companies that can utilize AI to reduce headcount and improve efficiencies as big future winners. He also flagged the integration of AI into robotics to spur a “robot revolution” in 2026 and moving forward, noting how it takes them from stupid to thinking machines with more utility. He also notes that if we want to build out future robotic workforces for utilization that it is going to take quite a bit more of many commodities including copper, silver, and select rare earths. On the geopolitical front, all the global conflict and rearming of nations militaries are going to keep a bid in defense metals like antimony and next generation defense stocks.   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Stifel warns of a market pullback over the next several months. Why they think the S&P 500 can fall to 6,350. Then a former OpenAI Exec. weighs in on competition concerns from Google. Plus, Microsoft pushes back on a report they are lowering AI software sales targets. And the CEO of Williams, which handles a third of all natural gas in the U.S., breaks down how AI is impacting prices heading into an already cold winter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley hosts Steve Reese (Reese Energy Consulting) and Matthew Hill (fire suppression expert) for a powerful conversation on the future of energy, natural gas demand, AI data center growth, and energy infrastructure. They unpack the collision course between LNG exports and power-hungry data centers, highlight the coming turbine shortage, and explore mobile microgrid and modular refinery innovations. Topics span from CNG applications, geothermal crossover, and battery fire risks, to U.S. refining bottlenecks, regulatory barriers, and California's energy policies as a national security threat. The episode is a dynamic mix of industry insight, policy critique, and forward-looking solutions—driven by a call for energy dominance, regulatory reform, and American innovation. You will want to connect with Steve Reese on LinkedIn: / steve-reese-185a86 ​ And Matthew Hill is a must-connect for safety: / matthewhillknightfires... ​ Check out Reese Energy Consulting at https://reeseenergycon...​ Highlights of the Podcast 00:00​ – Intro 00:00​ – Intro & Guests 01:03​ – Gas Demand: LNG vs. Data Centers 01:53​ – Turbine Shortage & Microgrids 02:43​ – Big Tech's Unreal Gas Expectations 04:05​ – Mobile Data Centers on Well Pads 05:16​ – Frac Firms Becoming Tech Giants 06:41​ – ROI of AI Infrastructure 08:20​ – CNG & Mobile Midstream 09:42​ – Gen Z & ESG Pressure 10:17​ – Failed Solar & Gas Reality 10:52​ – SMRs & Powering AI Boom 12:20​ – Flynn, California, & Business Exodus 15:09​ – Regulation Creep & Safety 18:16​ – Pipeline Delays & Bottlenecks 20:32​ – Illegals & Hydrocarbon Transport Risks 21:30​ – CA Imports Dirty Oil While Shutting Local Supply 23:21​ – U.S. Refinery Gap 24:57​ – NIMBYs & NatSec Risk 26:03​ – Gas Price Outlook 27:40​ – Geothermal's Momentum 29:55​ – New Modular Refineries 31:38​ – Operator vs. Political Disconnect 33:02​ – Reese's AI & LNG Training 33:45​ – CNG/LNG Use on Pads 34:52​ – Battery Fire Safety & BESS 36:47​ – Mobile Power Best Practices 38:34​ – Lithium Battery Threats 39:02​ – Wrap-Up & Outro Full Transcript at https://theenergynewsb...​ #EnergyDominance​ #NaturalGasBoom​ #DataCenterDemand​#MicrogridSolutions​ #EnergyInfrastructure​ #FireSuppressionTech​ #RefiningCrisisn​#GeothermalEnergy​ #RegulatoryReform​ #AmericanLNG​

In this new episode of the Energy Vista podcast, host Leslie Palti-Guzman sits down with Cécile Maisonneuve to explore the reenergized role of #nuclear power in #Europe—and what it reveals about broader shifts in #energy, #sovereignty, and #industrial strategy.Together, they unpack: Why nuclear energy is back in vogue in Europe after years of political pushback The role of nuclear in France's industrial and #digital future—including energy for #AI and #data centers How #Russia is using nuclear exports as a geopolitical tool, from financing to reactor deployment Why nuclear and natural #gas could compete in some jurisdictions SMRs (Small Modular Reactors): innovation vs. proliferation and security risks Is there now a “transatlantic” nuclear strategy in the making?

HOST: Mark Longo, The Options Insider Media Group GUEST: Kevin Green, Schwab Network In this episode, host Mark Longo and special guest Kevin Green from the Schwab Network analyze the latest trends in the futures markets. They discuss the recent performance of key assets, including crude oil, natural gas, and precious metals like gold and silver. The show also explores the impact of market volatility on trading volumes, with particular attention to the activity in equity futures, treasuries, and the rise of micro contracts. Additionally, the episode features a detailed discussion on the year's top performers and losers in the futures markets.  

In this KE Report daily editorial, we welcome back Dan Steffens, President of the Energy Prospectus Group, to break down the latest developments across the oil and natural gas markets. With crude prices recently dipping below $57/bbl and natural gas showing relative strength, Dan shares his insights on market fundamentals, storage levels, and the outlook for key producers and income plays. Key Discussion Points: Oil Market Outlook - Despite headlines of oversupply, U.S. crude and product inventories remain below seasonal averages, with Cushing storage levels near record lows. Dan believes strong support around $57 and possible SPR refilling could stabilize prices. Natural Gas Demand Drivers - U.S. LNG exports are expanding rapidly, projected to reach ~20 Bcf/day in Q1 2026. Rising AI data center power needs are emerging as a major new demand source, with multiple gas-fired plants being developed to support this growth. Top Natural Gas Producers - Companies positioned to benefit from rising demand include EQT Corp (EQT), Antero Resources (AR), and Range Resources (RRC). Balanced Oil-Gas Plays – For diversified exposure, Dan highlights Ovintiv (OVV), Devon Energy (DVN), and Coterra Energy (CTRA), each with substantial natural gas and NGL production alongside oil output. High-Yield Midstream & Income Ideas – The safest dividends lie in midstream operators such as Plains All American (PAA) (≈9% yield, tax-advantaged), Enbridge (ENB), and Oneok (OKE) - all benefiting from steady volume-based cash flows. Dan also notes Black Stone Minerals (BSM) and Kimbell Royalty Partners (KRP) as strong royalty-income opportunities. Hedging & Cash Flow Stability - Many of these firms are well-hedged, ensuring consistent dividends even amid commodity price swings. With gas futures near $4, Dan expects renewed investor rotation into gas-weighted producers through year-end. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.   ---------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Leslie Palti-Guzman speaks with Michal Meidan, Head of Gas Research at the Oxford Institute for Energy Studies. Together, they explore:

In this Daily Editorial, we are joined by Jim Tassoni, CEO of Armored Wealth Strategies, for his monthly trader's perspective. Jim is a momentum trader, and this month's discussion focuses on the broad commodity rally - from gold and silver's powerful uptrends to renewed strength in copper and uranium - as well as why energy markets remain laggards. We cover: Precious metals leadership - Gold, silver, and the miners (GDX, GDXJ, SIL) continue to trend higher across all timeframes. Jim discusses how he manages momentum trades through tactical trims and add-backs while staying aligned with the dominant trend. Trading through volatility - With the VIX crossing above 19–20, Jim is reducing position sizes, banking partial gains, and waiting for pullbacks to re-enter. He emphasizes risk management and trend discipline as volatility returns. Actionable levels in gold and copper - Jim outlines his current playbook: trimming gold near $4,160, reloading around $3,895, and maintaining a bullish bias above $3,510. He's also long copper from ~$4.94, with a risk line near $4.81 and upside target around $5.26. Uranium momentum trade - Long since early May, Jim continues to trail stops higher while trimming into strength as uranium equities remain one of the best-performing segments in the commodity space. Energy divergence - While metals rally, oil and natural gas remain weak. Jim stays short crude oil and explains why the lack of catalysts and capital rotation into metals and uranium have left traditional energy behind. Market psychology & capital flows - How investor focus and “hot money” rotation are driving performance across sectors, and why discipline and clear exit levels are essential in volatile markets. Stock & ETF Symbols Mentioned: GDX, GDXJ, SIL, COPX, GLD, SLV, VIX, WTI, URA   Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he's trading.   ----------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/_ Shad's resource market commentary: https://excelsiorprosperity.substack.com/_ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Host: Mark Longo, The Options Insider Radio Network CME Hot Seat Guest: Scott Bauer, Prosper Trading Academy In this episode hosted by Mark Longo, Scott Bauer from Prosper Trading Academy joins to discuss the latest action in the futures options market. The show covers a diverse range of topics including the unprecedented activity in gold, which recently hit a new all-time high of $4,000 and nearly 50% up year-to-date, and the ongoing bullish sentiment in other precious metals like silver and palladium. The discussion also takes a deep dive into the energy sector, focusing on the tumultuous moves in Nat Gas and crude oil. 

Host: Mark Longo, The Options Insider Radio Network CME Hot Seat Guest: Scott Bauer, Prosper Trading Academy In this episode hosted by Mark Longo, Scott Bauer from Prosper Trading Academy joins to discuss the latest action in the futures options market. The show covers a diverse range of topics including the unprecedented activity in gold, which recently hit a new all-time high of $4,000 and nearly 50% up year-to-date, and the ongoing bullish sentiment in other precious metals like silver and palladium. The discussion also takes a deep dive into the energy sector, focusing on the tumultuous moves in Nat Gas and crude oil. 

Host: Mark Longo, The Options Insider Media Group Guest: Dan Gramza, Gramza Capital Management   This episode dives deep into the current state of gold, discussing its impressive year-to-date performance and its role as a barometer for economic sentiment. Other key topics include the dynamics of feeder cattle, the impact of interest rates on market trends, and the ongoing strength of the US dollar. They also touch on notable fluctuations in exotic markets like orange juice and oat futures. The episode further examines trading volumes, sector-specific movements, and potential future trends in markets, including cryptocurrencies.

NGI's Leticia Gonzales, managing director of North American natural gas pricing, is joined by Dave Marchese, CEO of Caliche Development Partners, to discuss the optimism and opportunities for natural gas storage development. Several storage expansions are underway in the Lower 48, particularly along the Gulf Coast. A greenfield project also has received federal approval in recent days. But financing has been a struggle for some projects, preventing them from being sanctioned and ultimately, brought into the market in a timely manner.  Gonzales and Marchese discuss the challenges and successes Caliche has found in expanding its assets in Texas and California, as well as the outlook for future storage developments to accommodate rising natural gas demand.

Natural Gas Supply Association President and CEO Dena Wiggins joined NGI”s Carolyn Davis, managing editor of news, to discuss the outlook this winter season for supply, demand and prices. Based on its deep assessment of the U.S. market, NGSA expects prices to be relatively flat compared with last winter. Market pressure is being offset by record production, even on the back of strong LNG exports and rising demand from artificial intelligence-powered data centers. Of course, there are wild cards, with weather the biggest one for the natural gas markets. Wiggins breaks down the outlook for storage and potential price volatility. A big issue on the table for the natural gas market is permit reform, which has been on the table in Congress in some form or fashion for a few years. The legislation, Wiggins said, is essential  to ensure there is enough infrastructure as demand rises. The NGSA chief says the fuel is no longer a bridge, but “foundational” to energy supplies domestically and abroad. Wiggins expects Congress will pass legislation to remove impediments to expanding the reach of U.S. natural gas, both to serve domestic and overseas markets. 

  This weekend's KE Report dives into two overlooked corners of the resource market. First, we sit down with Brian Leni, who shares why rotating...

This weekend's KE Report dives into two overlooked corners of the resource market. First, we sit down with Brian Leni, who shares why rotating profits from precious metals into copper, nickel, and undervalued juniors is the contrarian play. Then we shift gears with Josef Schachter of the Schachter Energy Report, who outlines why oil and natural gas remain sluggish today but could be setting up for a major multi-year rebound. Segment 1 & 2 - Kicking off the show is Brian Leni, founder and editor of Junior Stock Review, who recaps the Metals Investor Forum and makes the contrarian case for rotating some profits from the hot precious-metals trade into undervalued copper and nickel. Focused on copper stock analysis he stresses bottom-up analysis over EV/lb shortcuts, the primacy of infrastructure/jurisdiction and major-partner backing for capex-heavy projects, cautioning against small early-stage hype. Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in   Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report (and author of Eye on Energy on Substack), also hosting the Catch the Energy conference in Calgary on Oct 18. He outlines why oil and gas are soft near-term (seasonality, rising OPEC/Kurdistan supply, resilient U.S. output), expects WTI to test $57–59 before recovering toward the $70s next year and potentially $80+ in 2026, sees nat gas improving with winter and LNG Canada, and favors dividend-paying names, selective small caps, and M&A opportunities after a further washout. Click here to learn more about The Schachter Energy Report and Josef's Catch The Energy Conference in Calgary on October 18th - Email me at Fleck@kereport.com to be entered into a draw to win 2 free tickets to the conference.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

In this episode, Mark Longo and guest Morad Askar, founder of Edge Clear, delve into the complexities of the futures markets. They discuss the recent market activities, including significant movements in NatGas, precious metals, and the stock market's reaction to the government shutdown. The episode also covers year-to-date movers, highlighting key players like gold and crypto, and explores the ongoing debate between gold and VIX as indicators of market sentiment. Additionally, they provide insights into various trading strategies and the benefits of using micros and why certain futures might not be suitable for all investors. 00:00 Introduction and Welcome 03:58 Market Analysis: Government Shutdown and Market Reactions 07:03 Futures Market Movers: Ups and Downs 14:14 Top 10 Contracts and Trading Insights 18:14 NASDAQ's Dominance in Equity Volume 18:33 Year-to-Date Movers: Precious Metals and Crypto 21:18 Downside Movers: A Rough Year for Some Commodities 22:22 Futures Market Insights and Trading Advice 23:29 Crypto Futures and Hedging Strategies 24:56 Debating Market Sentiment: Gold vs. VIX 25:33 Futures Free-for-All: Audience Q&A 32:56 Wrapping Up: Final Thoughts and Contact Info

This episode breaks down the week's trading activity in the futures and options markets with Mark Longo and Carley Garner (DeCarley Trading). The show covers the week's biggest movers and shakers, analyzes the latest trends in energy and metals volatility, and dives into specific options flows in Nat Gas, Crude Oil (WTI), and Platinum. Mark also chats with guest Carley about her outlook on energy markets. Timestamps: [00:00] Intro [06:30] Movers and Shakers Report [09:30] CVOL Movers and Shakers [14:15] Energy: Nat Gas [19:00] WTI Crude Oil Options [22:00] Metals: Platinum [25:30] Final Thoughts

This episode breaks down the week's trading activity in the futures and options markets with Mark Longo and Carley Garner (DeCarley Trading). The show covers the week's biggest movers and shakers, analyzes the latest trends in energy and metals volatility, and dives into specific options flows in Nat Gas, Crude Oil (WTI), and Platinum. Mark also chats with guest Carley about her outlook on energy markets. Timestamps: [00:00] Intro [06:30] Movers and Shakers Report [09:30] CVOL Movers and Shakers [14:15] Energy: Nat Gas [19:00] WTI Crude Oil Options [22:00] Metals: Platinum [25:30] Final Thoughts

In this KE Report Pre-Market Daily Editorial (Aug 27), I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who runs the firm's commodities trading desk. Darrell shares his monthly insights on trading flows, hedging activity, and price trends across energy, base metals, and precious metals. Discussion highlights: Summer slowdown: Why trading has been unusually flat in oil, natural gas, copper, and gold - and why Q4 could bring sharp moves. US dollar weakness: How a softer dollar continues to support commodities, particularly gold. Copper's outlook: Stability in the $4.50/lb range, with healthy positioning and supportive fundamentals. Equities vs. metals: Gold and copper stocks finally catching up to metal prices, signaling possible renewed investor interest in commodities. Energy markets: Oil remains rangebound with weak positioning, while natural gas looks more balanced after a sharp selloff. Gold consolidation: Sideways trading may be setting up for another leg higher as macro risks and central bank demand remain strong. Darrell also outlines the key macro risks - tariffs, Fed rate cuts, and geopolitical uncertainty - that could spark volatility into year-end.   Click here to learn more about Bannockburn Capital Markets.

In this episode, Mark Longo and Dan 'The Man' Gramza from Gramza Capital Management, examine the surge in futures options trading, discuss inflation impacts, and explore the latest in small-cap and equity index movements. Energy commodities, particularly Nat Gas and WTI, also receive a thorough analysis, including fundamental supply and demand factors as well as geo-political influences. Crypto markets, especially the dramatic resurgence of Ethereum, are reviewed alongside its compelling volume activities in both big and micro contracts. The episode concludes with a light-hearted debate on the best Rocky movie, tying in audience insights.    01:21 Welcome to This Week in Futures Options 04:22 Movers and Shakers Report 11:27 Exploring Equity Markets 27:17 Crypto Market Insights 31:13 Technical Analysis: Market Movements and Predictions 36:32 Interest Rates and Currency Trends 37:14 Energy Market Deep Dive: Nat Gas and Crude Oil 50:48 Futures Options Wrap-Up and Fun Poll  

In this episode, Mark Longo and Dan 'The Man' Gramza from Gramza Capital Management, examine the surge in futures options trading, discuss inflation impacts, and explore the latest in small-cap and equity index movements. Energy commodities, particularly Nat Gas and WTI, also receive a thorough analysis, including fundamental supply and demand factors as well as geo-political influences. Crypto markets, especially the dramatic resurgence of Ethereum, are reviewed alongside its compelling volume activities in both big and micro contracts. The episode concludes with a light-hearted debate on the best Rocky movie, tying in audience insights.    01:21 Welcome to This Week in Futures Options 04:22 Movers and Shakers Report 11:27 Exploring Equity Markets 27:17 Crypto Market Insights 31:13 Technical Analysis: Market Movements and Predictions 36:32 Interest Rates and Currency Trends 37:14 Energy Market Deep Dive: Nat Gas and Crude Oil 50:48 Futures Options Wrap-Up and Fun Poll  

Fritz Curtis (Head of Distribution) & Mike Cerasoli (Portfolio Manager of Energy Infrastructure) from Eagle Global Advisors, a Houston based RIA specializing in Oil & Gas and Energy Infrastructure, join the podcast to take a deep dive on the midstream space, data center development, and how they both will impact power demand, natural gas demand, and ultimately the Minerals & NonOp space. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

This episode of 'This Week in Futures Options' on the Options Insider Radio Network covers extensive details on various active commodities in the futures options market. The discussion begins with a breakdown of Nat Gas, analyzing its significant drop towards the three-handle and the activity around three puts and four calls. WTI's consistent trading around the 65 level and the potential implications are explored. Copper's tariff-driven surge and related options activity, including various put spreads, are examined. The show also touches on the behavior of Nasdaq during earning season and the rise of zero-day options in the futures market. Hosted by Mark Longo, with insights from Russell Rhoads, the episode dives into market sentiment, trading strategies, and key economic indicators shaping the futures options landscape.   02:41 Show Kickoff and New Network Edition 03:58 Guest Introduction: Russell Rhoads 04:50 Discussion on Retail vs. Institutional Trading 06:19 Movers and Shakers Report 11:56 Volatility Analysis 15:56 Energy Market Insights 26:00 Crude Oil Market Analysis 26:53 WTI and Nat Gas Volatility 27:26 Key Levels in Crude Oil 29:32 Put Options Activity in Crude 32:18 Copper Market Insights 42:01 Equity Indices During Earnings Season 48:16 Zero-Day Options and Market Sentiment 49:17 Concluding Thoughts and Listener Interaction  

This episode of 'This Week in Futures Options' on the Options Insider Radio Network covers extensive details on various active commodities in the futures options market. The discussion begins with a breakdown of Nat Gas, analyzing its significant drop towards the three-handle and the activity around three puts and four calls. WTI's consistent trading around the 65 level and the potential implications are explored. Copper's tariff-driven surge and related options activity, including various put spreads, are examined. The show also touches on the behavior of Nasdaq during earning season and the rise of zero-day options in the futures market. Hosted by Mark Longo, with insights from Russell Rhoads, the episode dives into market sentiment, trading strategies, and key economic indicators shaping the futures options landscape.   02:41 Show Kickoff and New Network Edition 03:58 Guest Introduction: Russell Rhoads 04:50 Discussion on Retail vs. Institutional Trading 06:19 Movers and Shakers Report 11:56 Volatility Analysis 15:56 Energy Market Insights 26:00 Crude Oil Market Analysis 26:53 WTI and Nat Gas Volatility 27:26 Key Levels in Crude Oil 29:32 Put Options Activity in Crude 32:18 Copper Market Insights 42:01 Equity Indices During Earnings Season 48:16 Zero-Day Options and Market Sentiment 49:17 Concluding Thoughts and Listener Interaction  

Natural gas is often referred to as a bridge fuel. Though some see it as a lower-carbon alternative to coal and oil for reliable electricity, others regard it as a methane-loaded detour to a zero-carbon future. In this week’s episode of ESG Currents, Bloomberg Intelligence Senior ESG Analyst Rob Du Boff sits down with Danny Rice, co-founder of Rice Energy and CEO of Net Power, a company that aims to generate cleaner power from natural gas. They discuss the challenges of finding clean, reliable and affordable energy, the importance of complementing renewables with baseload power sources, and the impact of AI on electricity demand.See omnystudio.com/listener for privacy information.

Peter Perri - Managing Partner of Jupiter Island Capital joined the podcast to walk through the investment landscape for natural gas power infrastructure, including the macro drivers of Natural Gas Power Plants and AI Data Centers.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 4 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com--Oseberg: For more information on the software & data analytics tools that Oseberg has to offer, please visit www.oseberg.io.

Sean McDonough of New West joins the pod to discuss how oil and gas bitcoin mining has changed and where the sector is headed. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Sean McDonough, president and founder of New West Data joins us to talk about the company's vertically integrated oil and gas bitcoin mining operations in Alberta, Canada. We explore the pros and cons of full O&G ownership versus JV partnerships, barriers for large oil companies entering Bitcoin mining, regulatory considerations in Alberta, and the convergence of oil, gas, and AI data centers.Subscribe to our newsletter! **Notes:**• New West: $1.5M CAD per megawatt CapEx cost• Alberta flare gas mining still relatively small scale• Dual revenue streams: oil sales + Bitcoin mining• Cash flows split evenly between oil and Bitcoin• Generators are largest CapEx item, more than miners• Hash rate trading in 800-900 range for months00:00 Start02:38 New West04:26 Ownership instead of service07:35 Why don't we see more miner vertical integration10:06 JV's and risk10:56 Nat Gas economics12:30 Nat Gas more profitable than mining?15:48 Regulation in Alberta17:57 Understanding of BTC mining in Alberta19:58 Drillers shifting thinking24:37 Economics of pure play Nat Gas mining?28:45 Have oil producers soured on BTC miners?32:55 NYDIG & Caruso buyout36:09 Ai energy bottleneck41:00 Hashrate predictions42:41 Hashrate chart waves

FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Sean McDonough, president and founder of New West Data joins us to talk about the company's vertically integrated oil and gas bitcoin mining operations in Alberta, Canada. We explore the pros and cons of full O&G ownership versus JV partnerships, barriers for large oil companies entering Bitcoin mining, regulatory considerations in Alberta, and the convergence of oil, gas, and AI data centers. Subscribe to our newsletter!  **Notes:** • New West: $1.5M CAD per megawatt CapEx cost • Alberta flare gas mining still relatively small scale • Dual revenue streams: oil sales + Bitcoin mining • Cash flows split evenly between oil and Bitcoin • Generators are largest CapEx item, more than miners • Hash rate trading in 800-900 range for months 00:00 Start 02:38 New West 04:26 Ownership instead of service 07:35 Why don't we see more miner vertical integration 10:06 JV's and risk 10:56 Nat Gas economics 12:30 Nat Gas more profitable than mining? 15:48 Regulation in Alberta 17:57 Understanding of BTC mining in Alberta 19:58 Drillers shifting thinking 24:37 Economics of pure play Nat Gas mining? 28:45 Have oil producers soured on BTC miners? 32:55 NYDIG & Caruso buyout 36:09 Ai energy bottleneck 41:00 Hashrate predictions 42:41 Hashrate chart waves

Tom welcomes Alex Krainer to the show to discuss the importance of investing in commodities like gold and silver as a hedge against inflation and geopolitical instability. Krainer highlights the manipulation of markets, particularly natural gas, which has been kept artificially low to control food prices. Krainer discusses the problems created by the modern debt based systems and why these structures need to change for humanity to progress. He feel the world is heading towards an uncharter period of multi-polarity in currencies. Krainer emphasizes the need for individuals to build local support networks, as governments may fail to provide adequate assistance during crises. He advises investors to get to know their neighbors and develop practical solutions to survive challenges like shortages or economic disruptions. Krainer also touches on his work in trend following and provides resources such as his Substack newsletters and books, which are available for free on his website. His insights underscore the importance of preparedness and resilience in uncertain times. Timestamps: 00:00:00 - Introduction00:00:52 - U.S. Imperial Interests00:07:02 - Repeatable Cycles?00:11:43 - A Multi-Polar World?00:15:48 - Trump's Policies00:20:25 - Ukraine War Progression00:24:25 - Wars, Debt System, & Profits00:30:38 - Framework & Systems00:37:40 - Reforming Banking00:48:55 - Central Bank Gold Buying00:51:56 - Silver's Behavior?00:54:50 - Trend Analysis & Risks00:59:44 - Energy, NatGas, Crude Oil01:02:36 - Concluding Thoughts Guest Links:Website: https://isystem-tf.com/Books: https://isystem-tf.com/about/Substack: https://alexkrainer.substack.comX: https://x.com/NakedHedgie Alex Krainer is an author and hedge fund manager based in Monaco. He was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. Alex was born in Rijeka, Croatia , and spent a year in California as part of a student exchange program when he was 17 years old. He later transferred to Switzerland, where he completed a degree in Business and Economics.After his studies, Alex lived in Venezuela for a year and experienced his first banking crisis when 9 of Venezuela's 16 largest banks failed. He returned to Croatia and joined the military, serving through 1995 during the last phases of Croatia's war of independence.Alex has worked as a market analyst, researcher, trader, hedge fund manager, and CEO since 1996, mostly out of Monaco. He is the founder of Krainer Analytics and creator of I-System Trend Following. As an author, Alex has written books such as "The Grand Deception: The Browder Hoax," which was censored and banned. His work often focuses on geopolitical issues, including the conflict between Russia and the west.

After 7 years Wells Fargo is once again allowed to grow deposits, after being penalized for its fake account scandal. What's it mean for the rest of the sector, particularly the regionals? We discuss. Then the CEO of HPE joins the show. After reporting a beat across the board. The outlook for its AI server business and the impact of tariffs. Plus pipeline operator Williams looking to revive a controversial natural gas pipeline project based in New York State. Its CEO addresses the backlash and outlook for the nat gas sector.

Please listen, comment, and share this great conversation with Galyn Black of Bentaus during another Talking Energy Show by Oilfield Tailgate with my cohost Josh McCollom in our #podcast studio at The Office OKC of Pharaoh Energy Services and Assault Chemical Solutions He is in to leading technology developing data centers from our #naturalgas resources! He also can perform a c-section on a goat. #energy #datacenter #power #oilgas #technology #science #AI #blockchain #crypto #bitcoin #computing #engineering #networking #news #policy #regulations #electricity #environment From bentaus.com - we help companies with the land, power, and expertise needed to develop high-performance computing (HPC) facilities that drive their operations forward. From initial planning through to full integration, we ensure your data center is optimized for efficiency and scalability. � New to streaming or looking to level up? Check out StreamYard and get $10 discount! �

This episode starts with the 'Movers and Shakers' report, highlighting significant trades at the CME Group. The report indicates a bias towards the green, with notable activity in heating oil, Bitcoin, and palladium among others. The episode also discusses trading volumes and price volatility in Nat Gas, particularly highlighting active contracts and skew trends. The show wraps up with insights into various asset classes, including energies, metals, and agriculture, along with a focus on Nat Gas options.  00:00 Introduction to Options Insider Radio Network 03:27 Movers and Shakers Report 11:34 Diving into Nat Gas Options 18:49 Conclusion and Upcoming Episodes  

This episode starts with the 'Movers and Shakers' report, highlighting significant trades at the CME Group. The report indicates a bias towards the green, with notable activity in heating oil, Bitcoin, and palladium among others. The episode also discusses trading volumes and price volatility in Nat Gas, particularly highlighting active contracts and skew trends. The show wraps up with insights into various asset classes, including energies, metals, and agriculture, along with a focus on Nat Gas options.  00:00 Introduction to Options Insider Radio Network 03:27 Movers and Shakers Report 11:34 Diving into Nat Gas Options 18:49 Conclusion and Upcoming Episodes  

In this special 450th episode Mark Longo is joined by veteran guests Dan Gramza (Gramza Capital Management) and Nick Howard (Bantix Technologies and QuikStrike) to break down the complex world of futures options trading. The team dives into the movers and shakers in the futures options market, covering key sectors like gold, crude oil, and natural gas. They discuss the latest trends in these sectors, analyzing options trading volumes, their impacts, and future predictions. The episode also explores the tools available on QuikStrike, including the newly updated CVOL tool and its potential for volatility trading. The discussion wraps up with detailed analyses from Gramza and Howard, providing insights into the nuances of equity options trading in the current market.    01:22 Welcome to This Week in Futures Options 03:57 Episode 450 Special Guests 05:38 Movers and Shakers Report 09:53 Exploring the CVOL Tool 17:20 Deep Dive into Gold Options 30:44 Analyzing Nat Gas Trends 34:10 Natural Gas Market Dynamics 35:32 Nat Gas Volatility and Market Sentiment 42:17 WTI Crude Oil Market Analysis 53:12 Equities Market Insights 01:04:13 Closing Remarks and Future Outlook  

In this special 450th episode Mark Longo is joined by veteran guests Dan Gramza (Gramza Capital Management) and Nick Howard (Bantix Technologies and QuikStrike) to break down the complex world of futures options trading. The team dives into the movers and shakers in the futures options market, covering key sectors like gold, crude oil, and natural gas. They discuss the latest trends in these sectors, analyzing options trading volumes, their impacts, and future predictions. The episode also explores the tools available on QuikStrike, including the newly updated CVOL tool and its potential for volatility trading. The discussion wraps up with detailed analyses from Gramza and Howard, providing insights into the nuances of equity options trading in the current market.    01:22 Welcome to This Week in Futures Options 03:57 Episode 450 Special Guests 05:38 Movers and Shakers Report 09:53 Exploring the CVOL Tool 17:20 Deep Dive into Gold Options 30:44 Analyzing Nat Gas Trends 34:10 Natural Gas Market Dynamics 35:32 Nat Gas Volatility and Market Sentiment 42:17 WTI Crude Oil Market Analysis 53:12 Equities Market Insights 01:04:13 Closing Remarks and Future Outlook  

This episode provides an in-depth look at the latest trends in the futures options market. The show highlights top trades, hot products, and volatility changes. It features updates on significant movements in futures such as the E-mini S&P MidCap 400, Bitcoin, gold, NatGas, and oats on the light side, and healthcare sector, lean hogs, lumber, soybean oil, and corn on the dark side. The episode also covers the CME Group's Volatility Dashboard and discusses post-Fed market impacts. The episode delivers vital insights for both seasoned traders and newcomers, keeping them informed about market developments.   01:04 Welcome to This Week in Futures Options 03:44 Movers and Shakers Report 07:34 CVOL Analysis 11:32 Upcoming Content and New Programs 12:57 Conclusion and CME Group Information  

This episode provides an in-depth look at the latest trends in the futures options market. The show highlights top trades, hot products, and volatility changes. It features updates on significant movements in futures such as the E-mini S&P MidCap 400, Bitcoin, gold, NatGas, and oats on the light side, and healthcare sector, lean hogs, lumber, soybean oil, and corn on the dark side. The episode also covers the CME Group's Volatility Dashboard and discusses post-Fed market impacts. The episode delivers vital insights for both seasoned traders and newcomers, keeping them informed about market developments.   01:04 Welcome to This Week in Futures Options 03:44 Movers and Shakers Report 07:34 CVOL Analysis 11:32 Upcoming Content and New Programs 12:57 Conclusion and CME Group Information  

  Welcome to the KE Report Weekend Show!   On this weekend’s show, we take a step back from the daily market noise to focus...

In this episode host Mark Longo and guest Uncle Mike Tosaw from St. Charles Wealth Management discuss the latest developments in various trading markets. The show covers the explosive activity in natural gas, significant movements in gold and silver, and the volatile trends in the S&P 500 and Treasury notes amid recent tariff announcements. Uncle Mike offers insights into volatility impacts, trading strategies, and the comparative strengths of trading various options. Listener questions are also addressed, adding practical advice and trader perspectives for both novice and experienced investors.   01:03 Welcome to This Week in Futures Options 04:20 Movers and Shakers Report 08:51 Volatility Insights 13:37 Deep Dive into Nat Gas 21:05 Exploring Gold and Silver Markets 29:17 Silver Market Analysis 30:02 Uncle Mike's Silver Insights 33:57 Silver Options Activity 37:35 Interest Rates and the 10-Year Note 44:16 Equities Market Overview 52:02 Listener Polls and Final Thoughts  

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureTrump responds to Biden gas stove green new scam move, Trump is going to reverse it all. Gold prices are on the move. When the [CB] brings down the economy Trump can use International Emergency Economic Powers Act to implement his policies. The [DS] is now prepping the narrative for the [FF]. Two events, and the murder of the CEO home grown extremism. Drones in the sky we are being attacked. Trump is playing 4D Chess with the [DS]. Trump is pushing the EU, the Royal families to react to hime wanting to purchase Canada and Greenland. A beautiful new world lies ahead.    (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy Trump Reportedly Mulls Executive Order Protecting Gas Stoves From Radical Left's Green Crusade Nearly two weeks after the Biden administration quietly finalized new climate rules targeting natural gas-powered water heaters—following years of far-left politicians and shady "green" nonprofits waging war against NatGas stoves under the guise of improving "indoor air quality"—President-elect Donald Trump has reportedly had enough of these games. He plans to issue an executive order to protect NatGas-powered appliances. Reuters Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1877044177172611542   Sue, Baby, Sue: Trump Plan To "Un-Ban" The Biden Drilling Order Could Prove Difficult After a presidential campaign where both President Joe Biden and Vice President Kamala Harris pushed back on claims that they were trying to shut down much of the fossil fuel industry, Biden waited until the final days of his administration to ban oil and gas drilling over 670 million acres of America's coastline. President-elect Donald Trump responded that “It's ridiculous.I'll un-ban it immediately. I have the right to un-ban it immediately.” It will likely be more difficult than a simple “un-ban” order. Environmental groups will likely push a “sue, baby, sue” campaign to counter Trump's “drill, baby, drill.” In his statement, Biden justified the move to counter the “climate crisis.” So, there are grounds to assert this authority of reversal, but it will take years in court. The alternative and preferred route would be Congress. This is an issue that should ultimately rest with Congress. This ambiguous law is unfortunately common in poorly crafted provisions giving presidents sweeping authority. Sen. Mike Lee (R., Utah), chair of the Senate Energy and Natural Resources Committee, has already pledged to “push back using every tool at our disposal.” Source: zerohedge.com https://twitter.com/pjcolbeck/status/1877054493025853510   other modern electronics with military application. PLUS: Its geography is strategically important from a military perspective. Does this help convey why President Trump is interested in adding Greenland to the United States? https://twitter.com/BehizyTweets/status/1877027031742874079 TAKE A LISTEN If Donald Trump were President and faced a scenario where the stock market declines by 10,000 points and the country is in a deep recession, he could theoretically use the International Emergency Economic Powers Act (IEEPA) to declare a national emergency. Here's how this would work:   Criteria for Using IEEPA:   The President must declare a national emergency based on an "unusual and extraordinary threat" to the national security, foreign policy, or economy of the United States that has its source in whole or substantial part outside the United States.