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President Donald Trump says China is showing interest in buying U.S. natural gas — specifically from a $44 billion export project in Alaska that's barely made any progress for more than a decade. POLITICO's James Bikales breaks down this potential US-China energy deal, what questions remain and why there's already Republican skepticism on the Hill. James Bikales is a reporter for POLITICO. Josh Siegel is an energy reporter for POLITICO and the host of POLITICO Energy. Nirmal Mulaikal is the co-host and producer of POLITICO Energy. Alex Keeney is a senior audio producer at POLITICO. Ben Lefebvre is the deputy energy editor at POLITICO. Matt Daily is the energy editor for POLITICO. 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 Our theme music is by Pran Bandi. Learn more about your ad choices. Visit megaphone.fm/adchoices
How is throwing soup at a painting going to help when doing nothing also doesn't help? BONUS EPISODES available on Patreon (https://www.patreon.com/deniersplaybook) SOCIALS & MORE (https://linktr.ee/deniersplaybook) WANT TO ADVERTISE WITH US? Please contact sponsors@multitude.productions DISCLAIMER: Some media clips have been edited for length and clarity. CREDITS Created by: Rollie Williams, Nicole Conlan & Ben BoultHosts: Rollie Williams & Nicole ConlanExecutive Producer: Ben Boult Editor: Laura ConteProducers: Daniella Philipson, Irene PlagianosArchival Producer: Margaux SaxAdditional Research and Fact Checking: Carly Rizzuto & Canute HaroldsonMusic: Tony Domenick Art: Jordan Doll Special Thanks: The Civil Liberties Defense CenterSOURCESDon Vidrine and Bob Kaluza: What Happened to the BP Executives? Aahana Swrup. (2024, April 7). The Cinemaholic.Stop the Church. ACT UP Oral History Project. (n.d.). Retrieved October 28, 2025.In Memory of Jesse Helms, and The Condom On His House [VIDEOS] - POZ. Peter Staley. (2008, July 8). POZ. Panel Discussion: Protest Art and the Art of Protest. Art For Tomorrow. (2023, May 8).Here Is Every Artwork Attacked by Climate Activists This Year, From the “Mona Lisa” to “Girl With a Pearl Earring.” Benzine, V. (2022, October 31). Artnet News.Taraji Shouts Out Keith Lee & Halle, Urges Us To Research Project 2025 & GO VOTE | BET Awards '24. BETNetworks. (2024, July 1).“Deeds not words”: Suffragettes and the Summer Exhibition. Bonett, H. (2018, June 18). Royal Academy of Arts.A Timeline of Colin Kaepernick's Protests against Police Brutality. Boren, C. (2020, August 26). Washington Post.CNN Tonight : CNNW : October 25, 2022. CNN. (2022, October 25). Internet Archive.Even Though He Is Revered Today, MLK Was Widely Disliked by the American Public When He Was Killed. Cobb, J. (2018, April 4). Smithsonian.Climate Activists Get Prison Time for Throwing Soup at Van Gogh Painting. Dobkin, R. (2024, September 27). Newsweek.Why Did Suffragettes Attack Works of Art?. Fowler, R. (1991). Journal of Women's History, 2(3), 109–125.Outnumbered : FOXNEWSW : October 14, 2022. Fox News. (2022, October 14). Internet Archive.Stories - FAM. L. D. | This Is Loyal. (n.d.). Retrieved October 28, 2025.Running Aground in a Sea of Complex Litigation: A Case Comment on the Exxon Valdez Litigation. Jenkins, R. E., & Kastner, J. W. (1999). UCLA Journal of Environmental Law and Policy, 18(1).Climate activists throw mashed potatoes at Monet work in Germany. Jones, S. (2022, October 23). The Guardian.“Guernica” Survives a Spray‐Paint Attack by Vandal. Kaufman, M. T. (1974, March 1). The New York Times.When, where, and which climate activists have vandalized museums. Kinyon, L., Dolšak, N., & Prakash, A. (2023). NPJ Climate Action, 2(1), 1–4.5 Times The Mona Lisa Has Been Vandalised Throughout History. Maher, D. (2022, May 31). Harper's Bazaar Australia.The climate protesters who threw soup at a van Gogh painting. (And why they won't stop.). Mathiesen, K. (2024, October 2). POLITICO.How AIDS Activists Used “Die-Ins” to Demand Attention to the Growing Epidemic. Montalvo, D. (2021, June 2). HISTORY.Two demonstrators killed amid anti-mining protests in Panama. Oppmann, P. (2023, November 9). CNN.“Why We Threw Soup At Van Gogh.”. Owen Jones. (2022, October 17). YouTube.Five legal missteps in Judge Hehir's sentencing of Plummer and Holland – Just Stop Oil. Press, J. (2024, October 16).Here's the Story Behind the St. Patrick's Cathedral Action Depicted in “Pose.”. Rodriguez, M. (2019, June 12). TheBody.com.Rosa Parks & The Montgomery Bus Boycott: Catalysts of the Civil Rights Movement. (2025). SocialStudiesHelp.com.Radical Flanks of Social Movements Can Increase Support for Moderate Factions. Simpson, B., Willer, R., & Feinberg, M. (2022). PNAS Nexus, 1(3), 1–11.Deeds Not Words: Slashing the Rokeby Venus. Walker, E. (2024, May 9). History Today.Joe Rogan Experience #2061 - Whitney Cummings. YouTube. (2025).See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands
In this episode, we dive into what's driving natural gas prices higher and what mineral and royalty owners can expect in 2026 and beyond. We explore how two major forces are reshaping the market: the explosive growth of AI data centers that require massive amounts of electricity, and the continued expansion of liquefied natural gas (LNG) exports to meet global demand. We break this all down into real numbers and what it could mean for natural gas prices in 2026 and beyond. As always for links to the resources mentioned in this episode, check out the show notes at mineralrightspodcast.com.
Support the show: http://www.newcountry963.com/hawkeyeinthemorningSee omnystudio.com/listener for privacy information.
H1 - Thurs Oct 30 2025 - TCJS - "Day 30 of the Schumer Shutdown and are admitting your pain is their gain ", "Welfare has become a political strategy ", " President Trump went to China and came back with a deal", "Our Energy Dept has negotiated for China to buy our Oil and Natural Gas"
In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by co-host Kimberly Page and Kirk Edwards, President of Latigo Petroleum, to discuss the evolving energy landscape in the Permian Basin. They cover the shift toward natural gas, AI-driven data center demand, LNG exports, pipeline development, and the impact of U.S. strategic reserves and global geopolitics on oil and gas prices. The conversation highlights opportunities for natural gas producers, challenges in oil markets, and the critical role of reliable energy infrastructure, including small modular reactors and backup turbines for data centers.Connect with Kirk Edwards on LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/Connect with Kimberly Page here: https://www.linkedin.com/in/kimberly-page/Check out Reese Energy Consulting here: https://reeseenergyconsulting.com/Highlights of the Podcast 00:00 – Intro: Stu, Kimberly & Kirk kick off the show 00:25 – Message to Washington: “Get out of the way” 01:22 – Permian layoffs & drilling slowdown 02:45 – AI boom & natural gas demand 04:02 – Permian gas pricing & flaring issues 04:45 – SPR depletion & U.S. energy security 06:18 – OPEC+, tariffs & global oil volatility 08:41 – California's oil hypocrisy & imports 10:32 – Oil price outlook & Saudi control 11:22 – Rising gas demand & LNG export growth 12:13 – Data centers, turbine shortages & power needs 13:54 – Nuclear energy potential & SMR progress 15:15 – Natural gas optimism & Anadarko revival 16:43 – Rig count drop & workforce impact 17:39 – Closing thoughts: “Drill baby drill”Full Transcript: https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/https://energynewsbeat.co/investinoil/
Voters (and candidates) are demanding a third party audit after Edmonton's election was marred by long waits, missing ballot boxes, and dramatic recounts. Thousands of teachers rally outside the Legislature (22:00) as the Throne Speech is read, days ahead of being ordered back to work. And President Donald Trump says trade talks are off with Canada after Ontario Premier Doug Ford taps Ronald Reagan on the shoulder for an American ad campaign (39:00). THIS EPISODE IS PRESENTED BY RAPIDEX FINANCIAL: https://rapidexfinancial.com/ 3:45 | Political insiders and podcast hosts Cheryl Oates and Erika Barootes get into it all in our feature interview presented by Mercedes-Benz Edmonton West. TELL US WHAT YOU THINK: talk@ryanjespersen.com MBEW: https://www.mercedes-benz-edmontonwest.ca/ CHECK OUT THE DISCOURSE: https://podcasts.apple.com/ca/podcast/the-discourse/id1713385479 49:45 | We're days away from the deadline for the Forever Canadian movement to gather the required 300,000 signatures. Founder Thomas Lukaszuk tells us what he's heard from Albertans through the process, and shares his thoughts on the teachers' strike as a former Minister of Education. 1:11:00 | We jump into our Live Chat powered by Park Power in what winds up being a VERY EXPENSIVE EXERCISE as Real Talk steps up to match donations to the Forever Canadian movement. Jespo and Johnny share where their heads are at ahead of the AMPIA Awards (with Real Talk nominated in three categories). SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:30:00 | Real Talker Gillian draws a direct line between the Blue Jays' World Series run and calls for Canada to revoke birthright citizenship. 1:36:45 | Real Talkers Robb and AJ are choked at how Election Day played out; Mr. Dad and Mike are following the money Alberta spends on education; Vera and Marcus have strong opinions on the teachers' strike, and Tracey is just tiiiiiiiiired of it all. It's The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park! FIRE UP YOUR FLAMETHROWER: talk@ryanjespersen.com When you visit the DQs in Palisades, Namao, Newcastle, Westmount, and Baseline Road, be sure to tell 'em Real Talk sent you! FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
Sanctions against Russian oil sent crude prices soaring on Thursday, but Kevin Green says that's not the sole reason to awake energy bulls. He notes the recent run higher in natural gas adding fuel to the optimism. KG urges traders to keep an eye on energy, especially taking mind of headlines around those sanctions and OPEC.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Real Talk brings you exclusives with Edmonton mayor-elect Andrew Knack (2:00) and Calgary mayor-elect Jeromy Farkas (19:25), who share thoughts on their wins (a big one and a nail-biter), and their plan through the first 100 days. Plus, we dig into a mind-boggling story in Edmonton, where reports of missing/discovered ballot boxes and big-swing recounts have many voters questioning the credibility of the entire process. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY: https://hansendistillery.com/ 23:00 | Shout out to the thousands of first-time candidates, campaign volunteers, election workers, and others who gave their time to the 2025 Alberta municipal elections. Alberta Wins is proudly presented by Play Alberta. Get a $50 free bet with a $50 deposit with the promo code RYAN50 on the Play Alberta app or at https://playalberta.ca/. Must be 18+ to play. If you gamble, please use your GameSense. 26:30 | From 2.5 hour line-ups to missed ballot boxes and dramatically-different recount totals, Edmonton's election was far from flawless. Jespo shares what we're hearing from sources on the front lines, and Real Talkers responses on X and in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 44:15 | Are you familiar with the 4% rule? North Road Investment Counsel's Cary Williams shares sage advice that could save you from the nastiest finance problem. CONNECT with NORTH ROAD INVESTMENT COUNSEL: https://www.northroadic.com/ 55:15 | Real Talkers share their own realities around household finances and retirement planning. The conversation continues at 1:10:20. 1:15:20 | Did you catch our October 22 conversation with John Jagersma about private school funding in Alberta? Real Talkers Cowie and Chris respond with emails to talk@ryanjespersen.com. WATCH THAT INTERVIEW: https://rtrj.info/102225AISCA 1:29:30 | Here's an idea to save money on K-12 education in Alberta... FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
In the latest episode, NGI's Christopher Lenton, managing editor for Mexico and Latin America, sits down with Rystad Energy partner Schreiner Parker to unpack how shifting U.S.–Latin America relations and regional politics are shaping the future of the oil and gas sector. From Mexico's evolving import trends and Argentina's LNG ambitions, to new opportunities emerging in Bolivia and Venezuela's ongoing geopolitical tensions, they look into how capital flows, policy, and market fundamentals are converging across the region.
Will Mayor-elect Andrew Knack be able to improve Edmonton's relationship with the province? Is there reason to believe city council will operate more smoothly than it has over the past four years? Should Alberta consider defunding private schools in light of sustained budget pressures, or should the education portion of property taxes "follow the student"? We take on these big questions and more in this episode of Real Talk. This episode is presented by RapidEX Financial: https://rapidexfinancial.com/ 5:30 | Sarah Hamilton is the only Edmonton city councillor (aside from Mayor Sohi) that did not seek re-election. She gives us the inside scoop on alleged "dysfunction" with the previous council, how she thinks Mayor-elect Andrew Knack will navigate relations with the provincial government, and what was behind her high-profile dispute with fellow councillor Jo-Anne Wright. Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West. TELL US WHAT YOU THINK: talk@ryanjespersen.com MBEW: https://www.mercedes-benz-edmontonwest.ca/ 38:30 | You've still got time to check out the Jasper Dark Sky Festival! We've got details on the upcoming (free!) TALK concert, dinner with former astronaut Robert Thirsk, and more in this week's #MyJasper Memories presented by Tourism Jasper. We also tee up the first-ever Halloween event in Jasper, Creatures Return, running October 31-November 2. JASPER DARK SKY FESTIVAL: https://www.jasperdarksky.travel/ CREATURES RETURN: https://rtrj.info/MyJasperCreaturesReturn 42:00 | More Albertans are debating funding for private schools in light of budget restraints relating to the teachers' strike. John Jagersma from the Association of Independent Schools and Colleges in Alberta (AISCA) lays out the argument for continued support for independent education in the province. AISCA: https://www.aisca.ab.ca/ 1:36:00 | Real Talkers share their thoughts on private school funding in our Live Chat powered by Park Power. We hear what you have to say about Alberta's new proposed license plate design. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
Natural Gas prices will be up this winter. The numbers from Chris Conley on the WSAU Wisconsin Morning News.See omnystudio.com/listener for privacy information.
Keeping up with all the natural-gas-related infrastructure under development along the Gulf Coast is a full-time job. New gas pipelines out of the Permian and the Haynesville. New LNG export terminals from Brownsville, TX, to Plaquemines Parish, LA. And don't forget new gas storage capacity — that slice of the midstream sector is in the midst of its biggest boom in decades. In today's RBN blog, we'll finish our review of the latest round of Gulf Coast storage projects.
We may not yet know the results of every municipal election in Alberta, but there's still a lot to talk about. Karen Leibovici, Tim Querengesser, and Max Fawcett join our Real Talk Round Table presented by Mercedes-Benz Edmonton West (3:30). THIS EPISODE OF REAL TALK IS PRESENTED BY HANSEN DISTILLERY: https://hansendistillery.com/ TELL US WHAT YOU THINK: talk@ryanjespersen.com 50:15 | Unit 36 at the Royal Alexandra Hospital is Edmonton's only inpatient mental health unit for children and teens. We share Avery's story in this week's Echoes of the Alex presented by the Royal Alexandra Hospital Foundation. SUPPORT HOPE FOR CHILDREN WHO NEED IT MOST: http://givetoroyalalex.org/ 52:45 | WHAT A GAME! Jespo and Johnny debrief after a wild Game Seven in Toronto, as the Blue Jays advance to the World Series. Real Talkers share their Election Day voting experiences in our Live Chat Powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
A tsunami of natural gas storage projects has been building along the Gulf Coast, most of them aimed at meeting the growing demand for flexible, responsive storage capacity near new LNG export terminals and gas-fired power plants. And the magnitude of that wave keeps growing. In today's RBN blog, we'll begin a new mini-series in which we update the storage projects we discussed in a number of posts last year and describe the additional projects that have come to light since then.
A recent survey of the plans of U.S. electricity utilities for meeting projected future demand indicates that they are looking to build twice as much natural gas capacity as they had anticipated just 18 months earlier. The reason? Data centers. These warehouses full of computers that form the backbone of the internet are multiplying rapidly […]
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Michael Tanner and Stuart Turley argue that China's ban on critical mineral exports could backfire by driving U.S. innovation and domestic refining. They explain China's control lies in refining, not mining, and predict new capacity will emerge in the U.S. and Southeast Asia. The episode also covers China and Iran's oil-for-infrastructure deal, California's stalled oil projects, Baytex's asset sale, and contrasting oil price outlooks from ConocoPhillips' Ryan Lance and Occidental's Vicki Holub — with a spotlight on natural gas demand from the AI boom.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - The Current State of Critical Minerals in the US Market06:54 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions09:02 - Texas Oil Driller Taps Trump's Team to Save California Crude Project11:15 - Baytex Considers $3B Eagle Ford Asset Sale15:23 - Where's the Glut? Says ConocoPhillips CEO Ryan Lance19:16 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?22:09 - OutroLinks to articles discussed:The Current State of Critical Minerals in the US MarketChina and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. SanctionsTexas Oil Driller Taps Trump's Team to Save California Crude ProjectBaytex Considers $3B Eagle Ford Asset SaleWhere's the Glut? Says ConocoPhillips CEO Ryan LanceOccidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?
Jespo and Johnny had a front row seat as thousands of Alberta teachers rallied outside our studio in the historic Mercer Warehouse, sending a message to Premier Danielle Smith, who was attending the Edmonton Chamber's State of the Province luncheon across the street at Rogers Place. Jespo opens this episode with a first-hand account of what it was like both outside and inside that event. 21:20 | Are Temporary Foreign Workers really stealing jobs from Canadian teens? Does Canada have a program we can truly be proud of? Marcello Di Cintio tells us what he discovered writing his new book "Precarious: The Lives of Migrant Workers." CHECK OUT THE BOOK: https://lighthousebooksbrighton.ca/item/N8KJ1y9ScrwdX7eoxviRkQ TELL US WHAT YOU THINK: talk@ryanjespersen.com 1:20:45 | Donald Trump's decision to recognize only male and female on documents like visas and passports is creating headaches for some Canadians. It's prompting a bigger sovereignty conversation around Nexus cards and more. Senator Paula Simons and Marni Panas explain why it matters. WATCH PAULA'S SENATE ADDRESS: https://youtu.be/yInsw13pkI4?si=xpjdMok0zA5oW6xm 1:20:45 | Jespo returns fire after "Redneck Philosopher" drops a "woke" bomb in the Real Talk Live Chat powered by Park Power. Pure entertainment ensues. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: 1:48:30 | Brent's got a message for "progressives;" Katie, Laura, and Amanda are all fired up over the teachers' strike, and KT says we were bang on about conditions at the Misericordia Hospital. It's The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park! FIRE UP YOUR FLAMETHROWER: talk@ryanjespersen.com When you visit the DQs in Palisades, Namao, Newcastle, Westmount, and Baseline Road, be sure to tell 'em Real Talk sent you! FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
October 15, 2025 - Chase provides a comprehensive analysis of the current market conditions, focusing on volatility, the US's financial support for Argentina, trends in the natural gas market, the complexities of US-China trade relations, and the implications of interest rate changes on the economy. He emphasizes the need for careful navigation through these turbulent times, highlighting potential risks and opportunities.
In this episode of Energy Newsbeat Daily Standup, Michael Tanner breaks down contrasting oil market outlooks from ConocoPhillips CEO Ryan Lance, who challenges oversupply fears and projects a $70–$75 rebound, and Occidental CEO Vicki Hollub, who foresees a tighter $58–$62 range through 2026. Hollub also highlights natural gas growth driven by AI-powered data center demand. Saudi Aramco CEO Amin Nasser reinforces this, asserting fossil fuels—not renewables—will fuel the AI revolution. Meanwhile, JPMorgan announces a $10B equity push into U.S. strategic industries, including energy resilience. Tanner sees volatility persisting amid geopolitical tensions and cooling oil prices, closing with a call to stay tuned for earnings season and investment insight.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - Where's the Glut? Says ConocoPhillips CEO Ryan Lance04:15 - Occidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?07:22 - Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest?09:54 - JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States' economic security.15:10 - Market Update17:13 - OutroLinks to articles discussed:Where's the Glut? Says ConocoPhillips CEO Ryan LanceOccidental CEO Hollub Sees Tight Oil Price Range Through 2026 – But what about Natural Gas we ask?Fossil Fuels Will Power the AI Revolution, Saudi Aramco CEO Says – So we ask, who do you invest?JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States' economic security.
WBZ NewsRadio's Jay Willett has more.
Award-winning journalist Aaron Maté joins Mnar Adley to expose the hidden interests behind Trump's Gaza “peace” deal — a plan rooted not in diplomacy but in real estate and natural gas profits.As Israel's ceasefire takes hold, Western media celebrate the return of Israeli captives while ignoring thousands of Palestinian prisoners and the empire's economic motives beneath it all.In this episode of Behind the Headlines and MintCast, Maté and Adley break down:How Trump's Gaza plan ties into Israel's offshore gas fieldsThe Larry Ellison CBS takeover and its pro-Israel media implicationsWhy the corporate press whitewashes empire's crimes in GazaThe ongoing battle for narrative control in Western journalism
HOSTS: Pam Pybas, ASHI certified inspector at Inspect It Like a Girl and special guest Patton Ford from Ford Plumbing and Air.TOPIC(S) DISCUSSED: Residential gas explosions are on the rise, so Pam and Patton decide to talk about natural gas. They talk about gas leaks, natural gas and carbon monoxide detectors, pilot lights, gas lanterns, and more.EMAIL: fixit101@mpbonline.org. If you enjoyed listening to this podcast, please consider contributing to MPB: https://donate.mpbfoundation.org/mspb/podcast Hosted on Acast. See acast.com/privacy for more information.
World leaders including PM Mark Carney scrambled to get to Egypt at the behest of President Donald Trump in what's been described as a "chaotic" Gaza Peace Summit. This, as Foreign Minister Anita Anand lays out Canada's priorities in high-level meetings in India and China. Politico's Ottawa bureau chief Nick Taylor-Vaisey (3:30) digs into the details in our feature interview presented by Mercedes-Benz Edmonton West. SUBSCRIBE to the CANADA PLAYBOOK: https://www.politico.com/newsletters/canada-playbook MBEW: https://www.mercedes-benz-edmontonwest.ca/ 33:30 | Jespo looks to the our Live Chat powered by Park Power for Real Talkers' takes on the meetings in Egypt, India, and China before sharing more teachers' strike emails submitted to talk@ryanjespersen.com. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk 44:30 | Marmot Basin is rolling out some incredible deals to kick off the 2025-26 ski and snowboard season! We've got details in this week's #MyJasper Memories presented by Tourism Jasper. SKI MARMOT: https://www.skimarmot.com/ 49:00 | NorthwestFEARfest is officially underway! We welcome "The Movie Guy" Lavallee and directors Linus O'Brien and Brandon Christensen to a spooky, scary, and super fun edition of the Real Talk Round Table. GET YOUR TICKETS: https://www.northwestfest.ca/fearfest 1:35:00 | What's your favourite scary movie? Jespo, Johnny, and Real Talkers checking out our live stream share their must-watch Halloween flicks. FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
WBEN's Tom Puckett on increasing natural gas prices full 53 Wed, 15 Oct 2025 08:29:00 +0000 E7pV9fnDCmsfozrJE5PdCGKRsQqmmkYB news & politics,news WBEN Extras news & politics,news WBEN's Tom Puckett on increasing natural gas prices Archive of various reports and news events 2024 © 2021 Audacy, Inc. News & Politics News False https://player.amperwavepodcasting.com?fe
In this week's episode, host Daniel Raimi talks with Arvind Ravikumar, an assistant professor at the University of Texas at Austin, about recent federal deregulation of methane emissions in the United States; specifically, the effects on methane emissions from the production of natural gas and liquefied natural gas. Ravikumar highlights some of his recent research, which explores how all steps in the supply chain of natural gas can affect emissions intensity—including transportation of the energy source to end users—and the variation in methane emissions across countries from their natural gas supply chains. References and recommendations: “Tracking U.S. Liquefied Natural Gas Supply Chain Greenhouse Gas Emissions Intensity through Direct Measurements” by Yuanrui Zhu, Greg Ross, Jenna Brown, Olga Khaliukova, William Daniels, Jiayang (Lyra) Wang, Selina Roman-White, Fiji George, Daniel Zimmerle, Dorit Hammerling, and Arvind Ravikumar; https://chemrxiv.org/engage/chemrxiv/article-details/6882ca69fc5f0acb52e159e3 “Probabilistic, Measurement-Informed Greenhouse Gas Emissions from Global Liquefied Natural Gas Supply Chains Reveal Wide Country-Level Variation” by Haoming Ma, Yuanrui Zhu, Wennan Long, Mohammad Masnadi, Garvin Heath, Paul Balcombe, Fiji George, Selina Roman-White, and Arvind Ravikumar; https://chemrxiv.org/engage/chemrxiv/article-details/6883b68723be8e43d6fdcf73 “AI as Normal Technology” by Arvind Narayanan and Sayash Kapoor; https://knightcolumbia.org/content/ai-as-normal-technology
How can we possibly be expected to trust settled climate science when we simply refuse to do so? BONUS EPISODES available on Patreon (https://www.patreon.com/deniersplaybook) SOCIALS & MORE (https://linktr.ee/deniersplaybook) CREDITS Created by: Rollie Williams, Nicole Conlan & Ben BoultHosts: Rollie Williams & Nicole ConlanExecutive Producer: Ben Boult Producers: Ben Boult & Gregory Haddock Editor: Gregory HaddockResearchers: Carly Rizzuto, Canute Haroldson & James CrugnaleArt: Jordan Doll Music: Tony Domenick Special Thanks: The Civil Liberties Defense CenterSOURCESBattle of Ideas 2015 | speaker | Martin Durkin. (n.d.). Archive.battleofideas.org.uk. Retrieved June 8, 2024British Thought Leaders. (2024, April 23). The Science Simply Does Not Support the Ridiculous Hysteria Around Climate At All: Martin Durkin. YouTube. Burns, D. (2024, April 11). Review of Climate: The Movie (The Cold Truth) reveals numerous, well-known misinformation talking points and inaccuracies - Science Feedback. Https://Science.feedback.org/. Claire Fox. (n.d.). Academy of Ideas. Retrieved June 11, 2024Clement, N. O., Michael E. Mann, Gernot Wagner, Don Wuebbles, Andrew Dessler, Andrea Dutton, Geoffrey Supran, Matthew Huber, Thomas Lovejoy, Ilissa Ocko, Peter C. Frumhoff, Joel. (2021, June 1). That “Obama Scientist” Climate Skeptic You've Been Hearing About ... Scientific American. Cook, J. (2019). Arguments from Global Warming Skeptics and what the science really says. Skeptical Science. Desmog. (n.d.). Willie Soon. DeSmog. Retrieved June 10, 2024Does Urban Heat Island effect exaggerate global warming trends? (2015, July 5). Skeptical Science. GOV.UK. (n.d.). FAST CAR FILMS LIMITED filing history - Find and update company information - GOV.UK. Find-And-Update.company-Information.service.gov.uk. Retrieved June 8, 2024Hayhoe, K. (2017, November 23). New rebuttal to the myth “climate scientists are in it for the money” courtesy of Katharine Hayhoe. Skeptical Science. Hayhoe, K. (2024, April). Katharine Hayhoe on LinkedIn: There's a new climate denial movie doing the rounds. In the first 42… | 54 comments. Www.linkedin.com. Hobbes, M. (2023, June 18). x.com. X (Formerly Twitter). Jaffe, E. (2011, October 25). Bloomberg - Are you a robot? Www.bloomberg.com. Kriss, S. (2016, May 12). “Brexit: the Movie” Reveals Why the Upper Classes Are So Excited About the Prospect of Leaving the EU. Vice. Lowenstein, A. M. (2024, March 21). A Green New Shine for a Tired Playbook. DeSmog. Martin Durkin. (n.d.). DeSmog. Retrieved June 8, 2024Mason, J., & BaerbelW. (2024, March 23). Climate - the Movie: a hot mess of (c)old myths! Skeptical Science. Overland, I., & Sovacool, B. K. (2020). The misallocation of climate research funding. Energy Research & Social Science, 62(62), 101349. Ramachandran, N. (2021, February 11). Asacha Media Group Takes Majority Stake in U.K.'s WAG Entertainment. Variety. Schmidt, G. (2023, September 6). RealClimate: As Soon as Possible. Www.realclimate.org. Sethi, P., & Ward, B. (2024, May 2). Fake graphs and daft conspiracy yarns in Durkin's latest propaganda film. Grantham Research Institute on Climate Change and the Environment. Wag Entertainment. (n.d.). Wag. Wagentertainment.com. Retrieved June 8, 2024Weinersmith, Z. (2012, March 21). Saturday Morning Breakfast Cereal - 2012-03-21. Www.smbc-Comics.com. Westervelt, A. (2023, March 1). Fossil fuel companies donated $700m to US universities over 10 years. The Guardian. Wikipedia Contributors. (2019, December 3). William Happer. Wikipedia; Wikimedia Foundation. Yan, F. (2024, January 29). Fossil fuels fund Doerr School of Sustainability research, data shows. The Stanford Daily. MORE LINKSDurkin on Australian TV (1) -Global Warming Swindle Debate Pt1Durkin on Australian TV (2) -Global Warming Swindle Debate Pt2Prof. Hayhoe on How Research Funding Actually Works - Climate change, that's just a money grab by scientist... right?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand 16:28 - The Question of The How & The When 19:12 - The Nvidia - AMD - OpenAI Conundrum 20:07 - Natural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the Next Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions
Investor Fuel Real Estate Investing Mastermind - Audio Version
The conversation explores innovative energy solutions being piloted in New Mexico, focusing on the use of natural gas for sustainable power generation. It discusses the technology involved, including air compressors and plastic pipelines, and highlights the integration of cooling systems with electricity production. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand 16:28 - The Question of The How & The When 19:12 - The Nvidia - AMD - OpenAI Conundrum 20:07 - Natural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the Next Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions
Market Recap and Insights: Midstream Energy and Fed Policy In this October 8th episode of Dividend Cafe, Brian Szytel provides a market update, noting that the Dow was flat, while the S&P and Nasdaq showed gains. Key takeaways include the release of the September FOMC meeting minutes, indicating a general consensus on rate cuts despite some divergence in opinion. The episode also delves into the resurgence of M&A activity, IPOs, and positive earning sentiments as significant market drivers. There's a discussion on the midstream energy sector, highlighting its strong performance and the impact of recent tax reforms. Lastly, Sitel addresses a viewer question regarding the seeming contradiction between declining job numbers and a well-performing economy. 00:00 Welcome and Market Overview 00:45 FOMC Meeting Insights 02:08 Market Drivers and Trends 04:06 Midstream Energy Sector Analysis 05:12 Natural Gas and Data Centers 08:58 Economic Indicators and Job Market 10:48 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
This month, Head of Investments Matt Sallee shares timely insights into the energy sector's evolving landscape:Market Moves: S&P gains 8% in Q3; energy and utilities keep pace.Midstream Check: Trails early in Q3, rebounds to end slightly positive.Capital Markets: Energy infrastructure IPO activity gains traction.Strategic Deals: Sempra sharpens focus, secures $10B via asset sale.AI Infrastructure: Oracle and Stargate plans total over $800B in projects.Power Demand: 10 GW of new capacity targeted—nearly NYC's peak usage.Download Transcript
Bumper Jackpot for Modi: Big Natural Gas Find in Andaman Sea Confirm Biggest Oil Reserve in theWorld
AP correspondent Charles de Ledesma reports that officials say Russia launched its biggest attack of the war against natural gas facilities.
HR2 Colorado Risks Losing AI Data Center If Access To Natural Gas Is Restricted. 10-2-25 by John Rush
Check out OpenSolar OS 3.0 at: https://suncast.media/opensolar Is the world's most powerful energy data set hiding in plain sight?Justin Locke, former RMI leader and now Executive Director of Global Energy Monitor, joins Nico to uncover how real data—not just rhetoric—is shaping the future of global energy. If you've ever looked at a chart on coal retirements, gas pipelines, or solar growth, chances are it came from GEM. Or at least, the person who created it was likely using this little-known FREE Open-source data set.In this episode, we go deep into the data warehouse purpose-built to help illuminate what's really happening behind the curtain of the energy transition. We also spotlight a massive—but little discussed—spike in U.S. natural gas development. What's behind it? AI-driven demand from hyperscale data centers. Why is this a warning sign? It's quietly tipping the energy scales in ways we didn't predict.You'll hear why Justin left RMI to lead this critical watchdog organization, how GEM tracks infrastructure across 26 energy sectors, and why Southeast Asia and Africa are at a clean energy crossroads.Expect to Learn:
In this episode of TXOGA Talks, TXOGA President Todd Staples is joined by TXOGA Chief Economist Dr. Dean Foreman for a breakdown of the two forces reshaping natural gas markets in Texas: the rapid rise of LNG exports and the explosive growth of energy-hungry data centers.
Alberta's got plans for a new pipeline to the west coast, and wants Ottawa to get on board. B.C. and Quebec are predictably pushing back, in what Alberta Premier Danielle Smith is calling "a test if Canada still works". What're the chances this pipeline will actually get built? We ask public affairs commentator Tasha Kheiridden (2:40) in our feature interview presented by Mercedes-Benz Edmonton West. READ TASHA'S WORK: https://tashakheiriddin.substack.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ 34:30 | Jespo and Johnny dig deeper into pipeline politics, and see what Real Talkers have to say in our Live Chat powered by Park Power. We revisit our October 1 discussion about the teen whose mic was cut at the Alberta Next town hall in Calgary. TELL US WHAT YOU THINK: talk@ryanjespersen.com SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 59:00 | Shout out to the town of Innisfail for a big win on the national stage! We highlight the prestigious honour from Carbon Capture Canada in this edition of Alberta Wins presented by Play Alberta. Play Alberta is offering odds boosts on every Oilers game all season long! And for a limited time only, Real Talkers can get an exclusive $50 free bet when they deposit $50 using the code RYAN50. Alberta Wins with Play Alberta! DOWNLOAD THE PLAY ALBERTA APP TODAY or visit https://playalberta.ca/. Please play responsibly. 1:06:30 | Jespo was spicier than usual on X (@ryanjespersen) after our October 1 episode. He shares why. 1:21:30 | Legendary human Jane Goodall passes away at 91 while on a speaking tour. We celebrate her remarkable life. FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
Plus: GRTC wants rider input on a future Pulse bus corridor; William and Mary's Law School gets an energy-focused program; and other stories. Our award-winning work is made possible with your donations. Visit vpm.org/donate to support local journalism.
Danielle Smith's government is facing fire after a Calgary high school student was silenced, humiliated, and dismissed at an Alberta Next town hall. Is Alberta's freedom-loving premier (and her event moderator Bruce McAllister) practicing what her government preaches? Ryan opens with a some quick thoughts off the top before really digging into the story (32:00). But first... 3:10 | PM Mark Carney's popularity is down since he was elected, but Conservative leader Pierre Poilievre has his own problems. There's also a curious trend south of the border, as President Donald Trump's secretary of health is actually less popular than POTUS himself among Canadians. Liaison Strategies' David Valentin takes us into his latest polling. READ MORE: https://www.liaison.ca/ 32:00 | How can anybody take the results of the UCP's Alberta Next panels seriously after what went down in Calgary? Ryan pulls no punches in his assessment of the Evan Li debacle. TELL US WHAT YOU THINK: talk@ryanjespersen.com 1:03:00 | It's never been more affordable to enjoy fall at the Fairmont Jasper Park Lodge! We've got details on a 30%-off promotion through the first two weeks of October, and a free (!) TALK concert during the Jasper Dark Sky Festival in this week's #MyJasper Memories presented by Tourism Jasper. BOOK at the JPL: https://www.fairmont.com/en/hotels/jasper/fairmont-jasper-park-lodge/offers/fall-getaways.html JASPER DARK SKY FESTIVAL: https://www.jasperdarksky.travel/ 1:07:00 | Jespo gives Real Talkers the floor re: the town hall censorship story via our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list How can the U.S. compete if China controls the rare earths that power AI, EVs, and defense? Robert Bryce has spent a lot of time thinking about this question. He's a journalist and energy analyst who's spent years digging into power grids, critical minerals, and U.S.-China supply chains. He's also the author of several books including A Question of Power, Smaller Faster Lighter Denser Cheaper, and Power Hungry. In this episode, Robert and I discuss: - China's stranglehold on rare earths and magnet manufacturing - Can the U.S. reshore mining? - The long, costly road to new copper supply - Why the AI/data-center boom is really a natural-gas story Follow Resource Insider: Twitter: https://twitter.com/Jamie_Keech YouTube: https://www.youtube.com/@resourceinsider LinkedIn: https://ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader's reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnmSee our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
In the second half of this show Jordan Kealy MLA from British Columbia explains why he ran for office and has been in office for 10 years. He has been to Universal Ostrich Farm two times and is seeking solutions hard and fast.
Topics: (00:00:00) - Intro(00:03:26) - Marathon misadventures(00:06:15) - The failed acquisition(00:13:47) - Lessons from the deal(00:29:31) - The future of retail(00:33:44) - Empathy for founders(00:35:23) - The grind of capitalism(00:35:37) - Challenges for young founders(00:36:10) - The importance of peer support(00:37:17) - Scaling and growth pains(00:37:42) - Exciting new ventures(00:38:20) - Genetic engineering innovations(00:43:40) - Revolutionizing air freight with airships(00:49:56) - Terraform Industries: Energy independence(01:02:17) - Innovative warehouse automation(01:05:25) - Mining industry disruption(01:09:45) - Conclusion and future outlook Links: Join us in Rolling Fun! Hear our other Rolling Fun eps! To support the costs of producing this podcast: >> Buy a copy of the Navalmanack: www.navalmanack.com/ >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! We discuss: Why personal networks matter most when raising money quickly for big deals New investments in companies building genetically engineered animals, advanced airships, and solar-powered synthetic natural gas How real operational experience shapes the way we invest and support founders The balance of optimism and realism required to keep taking shots in business Quotes from Al: “Just keep taking the shots. A shooter's gotta shoot.” “Sometimes you take the shot, do everything right, and the ball still doesn't go in.” “There's no classy way to advertise, ‘Hey, your favorite store died—but we're a good rebound.'” “Capitalism is an unforgiving mistress.” “Personal relationships were the most valuable asset I had in that deal.” “Sometimes I think, ‘I should be inventing Facebook 2,' but here I am—investing in fabric.” “I've never worked on a deal that hard. It should have gone my way… and didn't.” “You wake up the next morning and it didn't happen, but I still have a great family, and my business is still running.” “It's hard until it isn't—and even when it isn't, it's still freaking hard.” Quotes from Bo: “We're actual operators—curious about what's possible with technology—and that makes us better investors.” “On a Thursday, ‘This deal is happening.' Then Tuesday? ‘It's over. We lost.'” “We have a unique amount of empathy for founders—because we know how hard this shit is.” “If you can pull it off, it's transformational. And that's awesome.” (on Airship) “A blimp is not a quadcopter to carry Al's big ass—it's an elegant, slow-moving blimp.” “There's a lot of industries still doing 90/10 in-store sales. That blew my mind.” “It's a real ‘software is eating the world' moment—but finally arriving at the mining industry.” “When you're building something that matters, you're playing the long game—even if the outcome is uncertain.” “The people who make glow-in-the-dark fish… now they're building unicorns. And yeah, it's gonna happen.”