In this podcast episode, Tudor welcomes Henry Payne to discuss the ongoing United Auto Workers (UAW) strike and its impact on the automotive industry. They highlight the seriousness of the strike, its effect on major automakers like Ford, Jeep, and GM, and the potential ripple effects across the country. They delve into the demands of the UAW and question the feasibility and consequences of these demands. The Tudor Dixon Podcast is part of the Clay Travis & Buck Sexton Podcast Network - new episodes debut every Monday, Wednesday, & Friday. For more information visit TudorDixonPodcast.comFollow Clay & Buck on YouTube: https://www.youtube.com/c/clayandbuckSee omnystudio.com/listener for privacy information.
In this podcast episode, Tudor welcomes Henry Payne to discuss the ongoing United Auto Workers (UAW) strike and its impact on the automotive industry. They highlight the seriousness of the strike, its effect on major automakers like Ford, Jeep, and GM, and the potential ripple effects across the country. They delve into the demands of the UAW and question the feasibility and consequences of these demands. The Tudor Dixon Podcast is part of the Clay Travis & Buck Sexton Podcast Network - new episodes debut every Monday, Wednesday, & Friday. For more information visit TudorDixonPodcast.comSee omnystudio.com/listener for privacy information.
Watch this on YouTube! Rick Rule comes back on the show to talk our favorite topic - How to make money! We start off with royalty and streaming companies, and dive into Gold Royalty Corp. Then Rick Rule dissects the merger between Nova and Metalla Royalty. Rick tells us that his favorite commodity right now is Uranium. We talk about more upside in the sector, and whether we should be playing more alpha or beta in the sector. Rick dives into Natural Gas in North America, and gives us 2 easy beta dividend plays to capture a 3x move in the next 3-5 years: Devon Energy and Equitable Corp. Rick Rule talks about Abra Silver. We round out by talking about principle risks of investing in Mexican Mining operations, and then start the lightning round for portfolio reviews. Rule Royalty and Streaming Bootcamp Rick Rule Portfolio Review Rule Investment Classroom Learn about Uranium Here - Justin Huhn Silver Symposium in Las Vegas Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: email@example.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.
Watch this on YouTube! We start out as always with the S&P 500. Grinding sideways, looks like it will correct down. Gold and silver were flat for the week, but the miners outperformed. Wheaton Precious Metals and Gold Royalty Corp are coming up on buy zones. We look up Aston Bay, Endeavour Mining, Goliath & Barksdale Resources for the hive. Bond traders believe there is a 98% chance that the Fed continues the pause for their meeting next week. We go over the charts and fundamentals for Platinum and Palladium. Then we pull up the charts for Copper, Trigon Metals, and Lithium. Uranium continues to shoot higher. SPUT is trading at a premium now, hopefully some purchases to follow. URA, URNM, & URNJ are all getting really stretched to the upside. Deep Yellow broke a key trendline. UEC and GLO are getting stretched as well. Oil keeps climbing, collect your dividends. And Rick Rule recently gave us his 2 beta dividend plays for Natural Gas domestically. Learn about Uranium Here - Justin Huhn Silver Symposium in Las Vegas Rick Rule Portfolio Review Rule Investment Classroom Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Buffalo Rounds - Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: firstname.lastname@example.org DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.
In the latest podcast, NGI's Mexico Editor Christopher Lenton interviews Tony Payan, Director, Center for the United States and Mexico at Rice University's Baker Institute for Public Policy. The focus of the podcast is on the upcoming presidential election in Mexico. The race is down to Claudia Sheinbaum of President Andrés Manuel López Obrador's Morena party and Xochitl Gálvez of the opposition coalition who is rising rapidly in polling. Who might win is the big question, but also what are their positions, and how might each differ from López Obrador? It promises to be a fascinating period between now and June's vote, and this podcast is essential listening as a guide on what to expect.
Microsoft leaks terabytes of internal data UK CMA outlines principles for AI regulation Germany warns of attacks on LNG terminals Huge thanks to our sponsor, Hyperproof Imagine. You have an audit coming up, but instead of the usual rush, you actually feel prepared. You've collected your evidence. You can see which risks have been mitigated. And best of all, you don't have to send out any last-minute emails to other teams begging them for that one screenshot. Sounds like a dream, right? With Hyperproof's risk and compliance platform, this could be your reality. Get a demo at hyperproof.io.
In this week's episode of the Pipeliners Podcast, host Russel Treat is joined by Michael Istre, Project Manager at Interstate Natural Gas Association of America & The INGAA Foundation, INC., to discuss INGAA's study on blending hydrogen in natural gas transmission pipelines. Listen to the episode now to learn more about the focus of the study, its findings, as well as the risks and considerations for blending hydrogen in natural gas transmission pipelines. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.
Yonatan Dubi is a physicist and one of the founders of the Israeli Forum for Rational Environmentalism. In this episode, Dubi talks about the history of Israeli energy including the massive offshore natural gas discoveries, the recent Druze protests against wind energy in the Golan Heights, why solar, even in sunny Israel “fails completely,” and why he is pushing hard for nuclear energy in his home country. (Recorded August 17, 2023)
For the second episode in this new season, the team interviews Oghosa Erhahon to discuss hydrogen opportunities in Africa, including the African Climate Summit in September, and what to look forward to at COP28. Oghosa is a lawyer with experience in strategy on intersectionality topics across energy, climate and low carbon systems towards sustainability. She has experience with governments, International Development and Management Consulting working with donor-funded projects and impact initiatives. These have included; U.S Agency for International Development (USAID), United Kingdom Nigeria Infrastructure Advisory Facility (UKNIAF) and other donor funded institutions. Most recently, Oghosa was an Advisor for the GIZ Global Hydrogen Diplomacy Programme.Oghosa is also co-author of the acclaimed ‘Touching Hydrogen Future' book published by World Hydrogen Leaders in 2022. She has published several works and journals including Power in Nigeria - The Decade of Gas (2020), Natural Gas and the Energy Transition – Implications for the Nigeria Energy Industry (2022), and Lighting Africa's Path to Sustainable Energy Transition - The Role of Green Bonds (2023). She is develops Transforming Energy Access programmes; and has given sector-wide presentations, workshops, interviews, and a TEDx Talk on Carbon Neutrality. She is a notable contributor to social impact and Climate Change work streams, liaising with private businesses and organizations towards their Net-Zero ambitions, and Environment, Social and Governance Discourses. Oghosa holds a Masters in Energy and Environmental Law (LL.M) from Nottingham Law School and Law Hons (LL.M) from the University of Derby. ----Links to a few books and articles written by Oghosa:Touching Hydrogen Future (2022)https://europeangasmarket.euTedX Talk on Carbon Neutrality https://www.ted.com/talks oghosa_erhahon_carbon_neutrality_small_changes_big_impact_jan_2022 Lighting Africa's Path to Sustainable Energy Transition: The Role of Green Bonds https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4228602Oghosa on LinkedIn: http://linkedin.com/in/oghosa-erhahon-a6042685
In the latest episode of NGI's Hub & Flow, Senior Markets Editor Kevin Dobbs interviews Steve Blair, senior account executive at Marex North America LLC. Blair addresses possible production cuts, supplies in storage, weather demand, Australian LNG strikes, war in Russia and more – setting the stage for winter supply/demand and what may happen with prices through the heating season. As Blair noted, many analysts think falling rig counts are starting to contribute to lower output estimates. At the same time, winter weather is around the corner and new LNG export facilities are poised to open soon on the Gulf Coast. If these demand drivers develop in concert with lower production, markets could rally. Blair and Dobbs explain why.
The 24th World Petroleum Congress (WPC) will be held in Calgary from September 17 to 21, 2023. The conference takes place every three years and has been described as the world's leading assembly for the petroleum industry. The organizers are expecting 15,000 visitors and 5,000 delegates from over 100 countries. This week, we hear from Matthew Crocker, Senior Vice President, Product, Strategy and New Assets, for ExxonMobil's Low Carbon Solutions business. Matt, along with others from ExxonMobil will be at the WPC in Calgary. Here are some of the questions Jackie and Peter asked Matt: ExxonMobil's Global Outlook projects oil and natural gas will still make up more than half the world's energy supply in 2050; why is ExxonMobil's view of oil and gas demand more than some other scenarios such as the IEA's Net Zero Emissions by 2050 (NZE)? Considering the amount of oil and natural gas demand in ExxonMobil's Global Outlook, do you think it is possible to keep long-term global warming to less than 2°C? What was ExxonMobil's intention for acquiring Denbury, a developer of CCUS solutions and enhanced oil recovery? What other investments is ExxonMobil making in CCS? Is ExxonMobil investing in biofuels? How is policy risk factored in when ExxonMobil makes low-carbon investments? Content referenced in this podcast: The World Petroleum Congress registration information: https://www.24wpc.com/ ExxonMobil Global Outlook: Our view to 2050 Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple PodcastsGoogle PodcastsAmazon MusicSpotify
Enbridge Inc. has become North America's largest natural gas utility after acquiring three U.S. utilities for US$9.4-billiondollars. It's a big bet on the role that natural gas is going to play in the future as governments try to transition the economy off of fossil fuels.Emma Graney is The Globe and Mail's energy reporter. She has been covering the deal and explains how this fits into the wider picture of the energy industry in Canada, as well as our emission reduction targets.Questions? Comments? Ideas? E-mail us at email@example.com
The 24th World Petroleum Congress (WPC) will be held in Calgary from September 17 to 21, 2023. The conference takes place every three years and has been described as the world's leading assembly for the petroleum industry. The organizers are expecting 15,000 visitors and 5,000 delegates from over 100 countries. This week, we hear from Lisa Baiton, President and CEO of the Canadian Association of Petroleum Producers (CAPP), and Mike Sommers, President and CEO of the American Petroleum Institute (API). Both organizations will be at the WPC in Calgary. Here are some of the questions Jackie and Peter asked: With Russia's invasion of Ukraine, has energy security become a greater focus in North America? Does the United States still consider Canadian oil and gas foreign? With the recent run-up in oil prices, are you concerned about how consumers will react to higher prices for petroleum fuels? Is the oil and gas industry reducing GHG emissions? What is your response to people who want oil and gas consumption to end soon? Do you think greenfield oil or gas pipelines can be built between the United States and Canada? What is the outlook for LNG exports from the US and Canada? Content referenced in this podcast:The World Petroleum Congress registration information: https://www.24wpc.com/ The Canadian conventional oil and natural gas sector emissions fell 24 percent in the last decade (CAPP analysis). Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple PodcastsGoogle PodcastsAmazon MusicSpotify
A.M. Edition for Sept. 8. Gas futures jumped this morning after news that workers at some of the world's largest LNG plants in Australia are going on strike. Plus, U.S. home prices pick up after falling for five straight months. And WSJ reporter Rory Jones explains how sovereign wealth funds in the Gulf have rapidly grown in stature to effectively become the world's ATM. Luke Vargas hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Ninth Circuit Court of Appeals recently struck down Berkeley, California's ban on natural gas infrastructure in new buildings. The court ruled unanimously that the ban violates federal law. This subject is important as we will likely see more natural gas bans in the future and the Berkeley case has set a precedent for how similar cases may be treated. The case was brought by the California Restaurant Association, the National Restaurant Association, and the American Gas Association. The plaintiffs argued that Berkeley's ban was preempted by the Energy Policy and Conservation Act (EPCA), which gives the federal government exclusive authority to regulate energy efficiency standards for appliances. The Ninth Circuit agreed with the plaintiffs, finding that Berkeley's ban was "a direct regulation of energy efficiency standards for appliances." Now, New York has implemented a natural gas ban starting in 2026. Listen to my interview with Gary Toman, Partner at Weinberg, Wheeler, Hudgins, Gunn & Dial LLC, as we discuss this seminal case and the impact of the court's ruling on consumers and businesses across the country. Gary has extensive experience representing corporations, banks and professionals in complex litigation and arbitration matters and business disputes. Gary has substantial experience defending corporations in a wide variety of class actions. Gary received his J.D. from Harvard Law School. I hope you enjoy the episode. If so, give us a rating!This podcast is the audio companion to the Journal on Emerging Issues in Litigation. The Journal is a collaborative project between HB Litigation Conferences and the vLex Fastcase legal research family, which includes Full Court Press, Law Street Media, and Docket Alarm.If you have comments, ideas, or wish to participate, please drop me a note at Editor@LitigationConferences.com.Tom HagyLitigation Enthusiast andHost of the Emerging Litigation PodcastHome PageLinkedIn
Ever since Russia invaded Ukraine last year, Europe has been forced to find an alternative to Russian gas, which it relied heavily on. The European Union has turned to liquefied natural gas, or LNG. Last year, the United States became the number one exporter of LNG and that trend has continued this year, despite alarm over the potential environmental consequences of extracting this resource. FRANCE 24's Fanny Allard reports from Louisiana, with Wassim Cornet.
Watch this on YouTube! This week we pull up the usual charts, and the companies you submitted. We start out with the S&P 500, looking like we will get a short term pullback. Gold and silver have started to roll over, we sold some silver on Wednesday last week. Uranium has been an absolute boss, spot price continuing to climb everyday. Nickel came into the buy zone last week. Next we move onto your company questions. The 10 year treasury, Americas Gold and Silver Corp, Alcoa Corp, Arizona Metals, Franco Nevada, G2 Gold, Northern Superior, Orezone Gold, Mag Silver, B2 Gold, Teck Resources, Devon Energy, SM Energy, Nutrien, VOC Energy, Ivanhoe Mines, Parex, Cardinal, and Natural Gas. Join us at SilverChartist! Uranium Insider Newsletter Silver Symposium in Las Vegas Rick Rule Portfolio Review Rule Investment Classroom Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Buffalo Rounds - Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: firstname.lastname@example.org DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.
"They don't want people to know they're being harmed by government policies", says Washington Policy Center environmental policy analyst, Todd Myers, about the Washington State Utilities Commission deciding against alerting customers of Puget Sound Energy that their bill for using natural gas is now going up. Instead the utility will tell rate payers by e-mail or snail mail. Myers explains the new tax hike on WA energy bills and the "brazenly dishonest" decision. Myers says the public counsel within the WaUC said the billing info "needed to be hidden" and adds that decision on the monthly billing statements is "contrary to the spirit of Washington State constitution and law. How WA Attorney General, Bob Ferguson, how now been caught up in this anti-consumer and anti-taxpayer fiasco.
Of Interest Get the Blackout Checklist Support Ready Your Future - CLICK HERE. Amazon Store Top Preparedness Articles Buy Me Coffee - Top Preparedness Articles Merch and Items of Interest: Join the Exclusive Ready Your Future Email Group Is Preparedness Biblical? – Small Group Video Bible Study Grab a Prepper Website t-shirt! (Amazon Link) Get “My Prep Journal” Buy Me a Coffee: https://www.buymeacoffee.com/prepperwebsiteSee omnystudio.com/listener for privacy information.
San Francisco has become a testing ground for autonomous vehicle technology. This raises a simple and direct question: How is that test going? We'll discuss that – and the implications it has for federal policy. Also, Truckers Against Trafficking is continuing to expand its reach beyond the United States. We'll speak with TAT's executive director about the 2022 annual report and how the organization is growing. And for several years, Shell has undertaken an experiment, developing a truck it calls the Starship to demonstrate new or innovative technologies. We'll get a rundown on this year's version of the truck from Ryan Manthiri, the project lead for Starship at Shell. 0:00 – Newscast. 10:06 – Truckers Against Trafficking looks to expand its reach. 24:50 – Shell to launch latest Starship. 39:18 – Autonomous testing ground raises questions.
In this week's episode of the Pipeliners Podcast, host Russel Treat is joined by Jeff Earl of Sapphire Technologies to discuss using turbo expanders to convert waste pressure energy into usable electric power. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.
A leaked draft agreement from 2022 reveals that US government agencies seek to have extensive oversight into and control over several TikTok operations. Microsoft hopes that handing cloud streaming rights to Ubisoft will save the Activision Blizzard acquisition. And the voice of Mario is changing. Plus more!See omnystudio.com/listener for privacy information.
Senator Bill Cassidy (R-LA) shows that he simply refuses to understand the severity of climate change and the role the U.S. must play. Taxing China and forcing countries to do more of what the U.S. should have done is not the answer. Natural Gas as a Solution: Senator Bill Cassidy of Louisiana emphasized the importance of burning natural gas as a means to reduce CO2 emissions, stating that emissions from the United States are lower than in 2005. This, he claims, is due to natural gas replacing coal, thereby acknowledging climate change but proposing a solution that still involves burning fossil fuels. Penalizing China: Cassidy expressed concern about China's role as a significant polluter and proposed legislation for a farm pollution fee. He believes that if China does not enforce international norms for the environment, they should be financially penalized. He's also looking to replace current tariffs with a tariff related to pollution, aiming to make China pay for their environmental impact. Historical Context and Fairness: The counter-argument presented in the transcript emphasizes that the United States has been a major contributor to carbon emissions since the Industrial Revolution. It argues that asking other countries, especially developing ones, to reduce emissions at the same rate as the U.S. is insensitive and unfair, considering that many of these nations have not benefitted from industrialization in the same way. Economic Considerations: Questions arise about the economic implications of Cassidy's proposals, especially the idea of a "neutral penalty" with tariffs. Concerns are raised about how such penalties would make a difference and whether they might cost American people more money. The logic and economic value of these Republican politicians' answers are called into question. Call for Global Fairness and Cooperation: The summary of the dialogue concludes with a call for fairness, pragmatism, and global cooperation. It emphasizes that asking other countries to match the U.S.'s environmental efforts is unjust, suggesting financial incentives as a fairer approach. The underlying message stresses that the United States, as one of the largest historical polluters, must lead responsibly and ethically in addressing climate change. These points capture the essence of the dialogue, highlighting the contrasting viewpoints on how to approach the reduction of CO2 emissions and the complex interplay between environmental responsibility, international relations, and economic considerations. --- Send in a voice message: https://podcasters.spotify.com/pod/show/politicsdoneright/message Support this podcast: https://podcasters.spotify.com/pod/show/politicsdoneright/support
This episode I had on two of the Rockstars that work for Ancova (our energy business) to discuss our new Commercial Management Platform "Ancova View."We discuss the complexities of selling oil, natural gas, and NGLs, and how there is a data problem when processing these sales. We talk about commercial contract side of the business and why these agreements are complicated and difficult to administer. Lastly, we run through the different tools we have built in Ancova View and how they are helping our clients. If you are interested in the process of how energy is monetized, and the tools we are building to help streamline the process, I think you will find value in the conversation. Hope you enjoy the show!Ancova website: ancova.com Our Broken Bow Development Website: MountainForkResort.com Max's Twitter: https://twitter.com/max_gagliardiPodcast Twitter: https://twitter.com/Always_Building
A look at fundamental conditions this year compared with last year Update on U.S. active rig counts and storage trends across the country What are OPEC and the world's large natural gas exporters up to? Lastly, how is weather impacting this market? Mark your calendars! Upcoming webinar on inflation and the economy Wednesday, Sep. 13, 2023, 11 am PT / 2 pm ET Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant
On Monday, a group of young people in Montana won a historic lawsuit when a judge ruled that the state's pro-fossil fuel laws and policies violated the state constitution. Climate advocates say it's the first time a court has found a constitutional violation related to fossil fuels, but the ruling may be less seismic than it first appears. POLITICO's Alex Guillén breaks down the details, implications, and limitations of this ruling. Plus, EPA's inspector general found that as Congress was negotiating a massive influx in funding for the nation's drinking water and wastewater infrastructure, the agency incorrectly told states they didn't need to look at the financial audits of the utilities those dollars would go to. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Josh Siegel is an energy reporter for POLITICO. Alex Guillén is an energy reporter for POLITICO Pro. Nirmal Mulaikal is a POLITICO audio host-producer. Alex Keeney is a senior audio producer at POLITICO. Gloria Gonzalez is the deputy energy editor for POLITICO. Matt Daily is the energy editor for POLITICO.
The podcast is back after a summer break! This week, Vittoria Bellissimo, President and CEO of the Canadian Renewable Energy Association (CanREA) joins the podcast to discuss the recent developments in Canada's electricity markets. On August 4th the Alberta government announced that Alberta is pausing new approvals for large-scale wind and solar projects for six months. Peter and Jackie asked Vittoria about the industry's reaction to this news and if a pause was required to address the concerns raised by the government, such as the impact on pristine landscapes, reclamation security requirements, and the implications for the reliability of the power grid. A week later, the Canadian federal government released draft Clean Electricity Regulations. The policy aims to create a net zero electricity system in Canada by 2035. Starting in 2025, the draft rules require all new power generation assets to have low emissions (limit of 30 tonnes of CO2/GWh) by 2035. Natural gas generation is permitted if the emissions are captured or if the facility is used for short periods or in emergencies. Natural gas power plants built before 2025 can continue to operate with unabated emissions until they are 20 years old. Peter and Jackie discuss the draft policy, including the negative response from provinces with high-emitting power systems, including Alberta and Saskatchewan. Content referenced on this podcast: Canada's Draft Clean Electricity Regulation (released August 10, 2023) Electricity Transformation Canada Conference is being held October 23-25 in Calgary Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media:X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteInstagram: @arcenergyresearchinstituteYouTube: @arcenergyresearchinstitute9600Subscribe to ARC Energy Ideas PodcastApple PodcastsGoogle podcastsAmazon musicSpotify
Perhaps no theme during 2Q23 North American natural gas earnings conference calls was discussed more than the need for L48 natural gas production to increase in order to service the next wave of U.S. natural gas export facilities. NGI's Patrick Rau discusses factors that may both support and impede that effort.
This week on our Summer Playlist, we welcome Samantha Dart back into the SmarterMarkets™ studio. Samantha is Head of Natural Gas Research at Goldman Sachs. SmarterMarkets™ host David Greely sits down with Samantha to talk about the state of natural gas markets in the aftermath of last year's European energy crisis and to discuss where the industrial demand for natural gas in Europe has gone.
Stocks finished a mixed week with a mixed session, with the Dow eking out gains for the day and the week. Bob Elliott from Unlimited lays out his top sector picks. Energy trader Bill Perkins discusses the big week for energy stocks and natural gas. The CEO of insurance giant The Hartford talks about the impact of catastrophic events like the Hawaii fires on the insurance industry. Warren Pies from 3Fourteen research lays out the bear case for bonds. Plus the latest on AMC's stock conversion plan, and what to watch from next week's retail earnings.
Chase pinch hits for Rob in CI's weekly update with Jacob. Chase offers a sober take on inflation, before Jacob and Chase explain their bullishness on natural gas and energy in general for the rest of the year. They close with an examination of Japan's recent moves – and explore how deglobalization is affecting both Japan and China in tandem.--Timestamps:(00:00) - Introduction(01:20) - Inflation(10:08) - Jerome's Take(15:05) - Chinese Deflation(20:00) - Higher Commodities(22:30) - Natural Gas(33:50) - Coal(42:00) - Cannabis(43:40) - Telecom and 5G(45:16) - Japan Update(56:13) - China and Japan's Relationship(01:00:30) - China's Economy--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340--Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--Referenced In The Show:--Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacyPodtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Natural gas demand for power generation has soared to new heights this summer as record heat in June and July fueled air-conditioning consumption. LNG demand also is trending higher year/year as Freeport's return has kept feed gas deliveries strong in spite of seasonal maintenance at other facilities. This begs the question: Why are natural gas prices in the dumps, and when can we expect the market to move closer into balance? In this episode of the podcast, NGI Price & Markets Editor Leticia Gonzales is joined by Price Analysts Josiah Clinedinst and Josten Mavez to discuss everything from production trends to pipeline outages, as well as what may lie ahead for the natural gas market in the coming months.
Hillsdale College Radio General Manager and Radio Free Hillsdale Hour Host Scot Bertram is in for Jim today. Join Scot and Greg as they dig into an Italian study showing solar panels generate far more carbon dioxide than natural gas, and that the United Nations never took Chinese statistics into account - even though it produces 80 percent of solar panels. They also sigh as Massachusetts Gov. Maura Healey announces a state of emergency due to the number of migrants pouring into her state. But instead of blaming the issue on the Biden administration's porous border or refusal to deport, she chalks it up to the government being too slow to approve work authorization for the migrants. Finally, they end on a lighter note by discussing the promotion from the Subway sandwich chain that will land the winner $50,000 in Subway gift cards in exchange for changing their name to Subway. Timestamps:1:12 - New research shows that solar panels produce far more carbon dioxide than natural gas.7:18 - Massachusetts Gov. Healey announces a state of emergency over the influx of migrants but buries her head in the sand about why it is happening.13:58 - Subway sandwiches promotion giving $50,000 in gift cards in exchange for someone changing their name to Subway. 10,000 people entered the contest.Please visit our great sponsors:4Patriothttps://4Patriots.comUse code MARTINI to get 10% off your purchase.
Back in January, Bloomberg News published a story quoting an obscure government official named Richard Trumka Jr. He works with the Consumer Product Safety Commission, which regulates stuff like furniture and electronics and household appliances. Basically, the agency is supposed to make sure that the stuff we buy is safe, and won't kill us or make us sick. The Bloomberg story talked about how a growing body of research shows that gas stoves are really bad for indoor air quality. They let off pollutants like nitrogen dioxide and carbon monoxide, and they've been linked to heart problems, cancer, and asthma. And in this story, Trumka said the government would look into it, and maybe recommend some regulations on the appliance. Within days, the US went batshit crazy and gas stoves were all over the news. They had become the subject of the latest skirmish in our seemingly never-ending culture war. Cooking with Gas
The debate over the electrification agenda and its implications for consumer choice and the environment remains contentious. As federal agencies like the U.S. Consumer Product Safety Commission and The Department of Energy look to regulate natural gas home appliances, many consumers have questions: where does the federal government draw authority to regulate climate? What potential health risks and price impacts loom over natural gas and electric appliances? Should consumers have the choice between natural gas appliances and electric appliances, or should new electric appliances be mandated and subsidized? In this episode, Ben Lieberman and Professor James Coleman discuss these questions and more. Featuring:Ben Lieberman, Senior Fellow, Competitive Enterprise InstituteHost: James W. Coleman, Professor of Law, Southern Methodist University Dedman School of Law
On Thursday, the Supreme Court cleared a legal pathway for the controversial Mountain Valley Pipeline to resume construction, likely ensuring the natural gas project can be built and start operating by the end of the year. POLITICO's Alex Guillén and Ben Lefebvre discuss the high court's ruling, why the pipeline may still face legal jeopardy, and the reaction from lawmakers. Plus, President Joe Biden unveiled a series of measures designed to aid workers and residents facing severe health threats from soaring temperatures. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Ben Lefebvre is an energy reporter for POLITICO. Alex Guillén is an energy reporter for POLITICO Pro. Josh Siegel is a congressional energy reporter for POLITICO. Nirmal Mulaikal is a POLITICO audio host-producer. Annie Rees is a senior audio producer-host at POLITICO. Gloria Gonzalez is the deputy energy editor for POLITICO. Matt Daily is the energy editor for POLITICO.
Earlier this year, Eugene became the first city in Oregon to effectively ban natural gas appliances in new residential construction. Gas utility NW Natural and others pushed back and were able to get the ordinance referred to the November ballot for voters to either affirm or overturn. But recently, the Eugene City Council repealed the ordinance following a federal appeals court ruling that overturned a similar ban in Berkeley, California. The ruling could impact cities across the 9th Circuit, which includes Oregon, Washington and California. Joining us to explain those impacts is Amy Turner, director of the Cities Climate Law Initiative at Columbia Law School. We’re also joined by Emily Semple, the Eugene city councilor who originally introduced the natural gas ban, to talk about what’s next for the city’s climate change goals.
Danny Rice is the CEO of NET Power, a newly public company that uses natural gas in a patented oxy-combustion process that allows it to capture almost 100% of the CO2 emissions from its power plant. In this episode, Rice explains how his company's technology (the Allam Cycle) works, why the market potential for it is “beyond incredible,” why their first plant will be located in the Permian Basin, carbon sequestration, and why “clean doesn't just mean renewable.” (Recorded July 14, 2023.)
In early 2016 the U.S. barely exported any liquified natural gas at all. Now it's the leading exporter of the fossil fuel — on track to way surpass Qatar and Australia. How did that happen? Today on the show, we talk to one of the men who triggered the American exporting revolution.