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Hacker Public Radio
HPR4668: Nuclear Power Technology Follow Up on Safety

Hacker Public Radio

Play Episode Listen Later Jun 24, 2026


This show has been flagged as Clean by the host. -------------------- 01 Introduction This is the second follow up to my 8 part series on nuclear power. In this episode I will attempt to answer a question posed by brian in ohio in a comment on HPR4583. In that comment he said: 02 -------------------- Loving this series. Maybe Whiskey Jack could give some cost comparisons between large and small reactors. He could also give us a realistic look at nuclear plant safety/accidents compared to conventional power production. Looking forward to the episode on FORTH generation reactors ;-) -------------------- 03 End of quote. The first question I answered in my previous follow up, which was HPR4628. In this episode I will attempt to answer the second question, which was about the safety of nuclear power compared to other sources of electrical power generation. One of the HPR janitors encouraged me to make this episode, so I think we can thank him for getting another HPR episode made. 04 Defining the Scope First, let's define the scope of the question. This will cover electrical power generation only. Within that scope I will consider only the following sources of energy. 05 Coal Oil Natural Gas Hydroelectric Nuclear Wind Solar I won't cover geothermal, wave, or tidal power as these are only used in very small amounts and so there simply isn't enough literature on them to base a discussion on . 06 Foreshadow Conclusion I should mention right away that I cannot provide absolute answers to this question in the form of a nice, neat ranking table based on numbers from peer reviewed scientific sources. The reasons for this will become apparent, but to put it briefly, the data on which to base such a ranking simply doesn't exist. I will however provide context within which people can think about the issue. Wherever possible, I will provide links to the references that I used in the show notes so you can read further on this yourself. -------------------- 07 Energy Catastrophism versus Energy Uniformitarianism First though I need to go off on a slight geological detour in order to explain an important analogy that I will use. 08 In the 19th century there was a great debate among geologists over what is known as catastrophism versus uniformitarianism. In seeking to explain the origins of the earth and of the landscape that we see around us, there were two points of view. 09 One was "catastrophism". This is the belief that the mountains, valleys, and plains that we see around us were formed as a result of great catastrophes which occurred relatively recently in earth's history. This explanation was necessary in order to fit geological features into an earth that was believed to be only a few thousands of years old. This view was heavily influenced by religious belief. In this view Noah's flood was the great catastrophe and the fossils of dinosaurs were the remains of animals who had not been saved on the ark and so had died in the flood. 10 The other point of view was uniformitarianism. This was the hypothesis that the landscape we see around us can be explained by the very slow accumulation of very small changes over very long periods of time. For this to be true however, the earth had to be far older than the few thousand years that a literal reading of the bible would suggest. The earth in fact had to be many, many, millions of years old. 11 Eventually, the uniformitarian view won out and people understood that while some catastrophes can take place, the shape of the landscape is overwhelmingly due to small changes over very long periods of time. 12 How is this Relevant to this Episode You Ask? How this is relevant is that I will use this analogy to explain how we need to think about energy and safety. Very small numbers of deaths and injuries multiplied over many occurrences can add up to big numbers, comparable in scale or possibly even larger than a single catastrophe or even several of them. 13 I don't know if anyone else has used this analogy before, I have just thought of this when writing the script for this podcast. None the less, I think it is a very useful way of helping to understand the issues. 14 As an example of this, think about the well known case of the safety of flying versus the safety of travelling in your car. Air crashes are catastrophes that make the headlines. Automobile crashes are seldom more than local news at best. You have probably heard many times the claim that if you making a trip somewhere, you are safer to fly than to drive yourself in your car. 15 Example - Hydro versus Solar I will now present an example of this. Hydro electric power has some notable large scale catastrophes associated with it. Roof top solar power does not have any notable catastrophes that I am aware of. However, which is safer? 16 Hydro Catastrophes Here are three examples of hydro electric catastrophes in just one country, Italy. The Vajont Dam which collapsed in1963 An estimated 1,917 to 2,500 people died. The Sella Zerbino dam which collapsed in 1935. More than 100 people died. The Gleno Dam which collapsed in 1923. An estimated 350 people died. https://damfailures.org/ https://pmc.ncbi.nlm.nih.gov/articles/PMC4997708/ 17 I haven't tried to compile a global list of the worst hydro electric dam collapses, as this sort of information is actually very difficult to find, even on web sites dedicated to dam failures. An additional problem is that information on whether a dam was used for electric power generation or not is often not available. 18 Dam failures where contradictory or insufficient information is available on whether there was an associated hydro power plant include the 1975 Banqian Dam failure, where death estimates range up to a quarter of a million. 19 Solar Panel Slow Accumulation Contrast this with roof top solar panels. Many small accidents can add up to big numbers as well. 20 Health and safety literature discussing solar panel safety mention things such as Falls from roofs. Electric shock. Arc flash (burns from electrical arcing). Normal electrical safety procedures which are based around locking out sources of energy do not work with solar panels which makes safety more difficult. Heat stress due to working exposed in the hot sun. Warning from US government on falls by solar panel installers. https://stacks.cdc.gov/view/cdc/228946 https://www.osha.gov/green-jobs/solar 21 Why We Cannot Compare the Two Hydro catastrophes are not well documented, but we can at least find records of some of the most notable ones. However, even those have very large variations in estimates of deaths. 22 Roof top solar deaths however are largely undocumented. The industry is largely unregulated. There is no central authority which accumulates many individual deaths or injuries. At best there are worker and public safety bodies who simply accumulate those statistics into general construction or household injuries. 23 Thus we have no reliable means of comparing the two energy sources on a comparable basis. We face the same problem with all other major electrical energy sources. So far as I am aware, there are no peer reviewed scientific studies which compare the relative safety of all of the major electrical energy sources we are considering here based on actual numbers. -------------------- 24 Safety Risks I will now try to list some the major hazards for each of energy sources we are considering. There is however limited data available. In many cases we just have reference to worker safety organizations as to what the hazards are. I will not attempt here to put numbers to these here. Categories 25 Coal, Oil, Natural Gas The hazards are Air pollution Mining and oil field accidents Pipeline explosions Transportation accidents. These- move a lot of material so these are significant. 26 Hydroelectric These include Dam collapse Drowning 27 Nuclear These include Radiation exposure 28 Wind These include Falls Confined space deaths (there is not much detail on this) Electric shock Ice throws (that is, throwing pieces of ice off the blades) This technology has a significant problem with people working alone which greatly increases risks associated with other dangers. 29 Solar These include Falls Electric shock Arc flash Heat stress 30 I have not tried to cover all possible risks associated with each category, just the ones which each industry considers to be the risks they concern themselves with. There does not exist any means by which risks of similar types are compared across different industries. 31 Reliability of Supply is Also Safety In a completely electrified net zero society, reliability of supply is a safety matter. People will die in very large numbers in cold climates if they do not have heat. If we have no fossil fuels, we need to also consider how reliably does a grid based on any of the options work. I have not seen anyone attempt to address this question and will not attempt to address it here. However, it must be addressed in any comprehensive attempt to rank safety. -------------------- 32 Studies or Articles on Estimates of Relative Safety Despite the difficulties of comparing the safety of different sources of energy, some people have attempted this anyway. Different estimates done at different times had different focuses, so unfortunately we do not have a nice set of studies that we can neatly use to cross check one another. I will however list the names and the authors and summarize the results. -------------------- 33 The Health Hazards of Not Going Nuclear By Dr. Petr Beckman Published in 1976 The author of this book tried to address the relative safety of different sources of energy in the mid 1970s. However, it is old at this point, so I won't bother digging through its pages to find his figures. 34 He mainly focused on comparing electric power generated with coal to nuclear. His conclusion was that if the goal was to prevent deaths or ill health in the process of generating electricity, then the logical conclusion was to replace coal fired power plants with nuclear. 35 The book was relatively well known at the time, as least as far as books on energy are concerned, so I thought it was still worth mentioning. I happen to have a copy of this book which I bought back in that time period It was the 8th printing of the book, so it would appear to have had relatively good sales. 36 The author did address the issue of what I have termed "catastrophism" in his comparison of different energy sources, although I don't know if he used this phrase. I don't know if he was the first to use this sort of analysis, but he certainly was very influential in terms of popularizing it. -------------------- 37 Risk of Energy Production by Herbert Inhaber Publication AECB 1119 March 1978 This study is a scientific paper from the same time period as the book "The Health Hazards of Not Going Nuclear". 38 He based his risk estimates largely on estimates of the amount of material which was used in the construction and operation of various power sources. While we could argue over whether or not this is a valid methodology, I think any such argument would be pointless as I think the age of the study alone renders it not relevant today anyway. Advancements in materials have changed the basis results significantly by now. However, as it exists I thought I would mention it to show that the idea of comparing energy sources to each other is not a new one. The author compared a wider variety of potential sources than Beckman did. 39 Here's his conclusions. He assumes equal amounts of energy produced by each method. The numbers are normalized such that the total sums to 100%. You can think of it in terms of what proportion of total deaths or injuries would result from each source if each were equally used. 40 Coal 27.5% Oil 25.6% Methanol 16.7% Wind 10.8% Solar photovoltaic 9.2% Thermal 8.1% Solar space heating 1.5% Ocean thermal 0.4% Nuclear 0.13% Natural Gas 0.08% 41 His natural gas estimate is drastically different from that of other authors. I am not going to worry about explaining it however, as the study is as I said old enough to be not very relevant anyway. I am mainly including this here out of historical interest. 42 As a footnote, the methanol he refers to would be synthesized from wood. This was a popular idea in that era as a means of providing liquid fuels for transportation. Practical battery electric cars in those days were strictly science fiction. 43 The ocean thermal category is a real blast from the past and I had forgotten all about that concept. It was a very popular idea at that time and was supposed to be *the* big and upcoming thing in renewable energy. It involved various means of attempting to extract energy from differences in water temperature at different depths in the ocean. It gradually faded away however, as despite great efforts being put into it, designs never proved to be practical. -------------------- 44 Electricity generation and health Anil Markandya, Paul Wilkinson Published in the Lancet, Vol 370, 15 September 2007 45 This is more recent than the previous one, although it is nearly 20 years old at this point. Unfortunately it doesn't cover wind or solar, just fossil fuels and nuclear. However it is still useful, and the Lancet is a very reputable peer reviewed journal. 46 I will present just the results rather than discussing the whole paper. The authors break it down into deaths among the public, occupational deaths, and air pollution related deaths, serious illness, and minor illness. 47 They break the energy sources down into lignite, coal, gas, oil, biomass, and nuclear. Lignite is a type of very low grade coal used mainly for electric power generation. In this paper biomass refers to energy crops and forest residues. 48 I will summarize the results by category rather than trying to describe a table that has 6 rows and 5 columns. All numbers are normalized in terms of deaths or cases per TWh. 49 Occupational deaths from accidents lignite 0.1 coal 0.1 gas 0.001 oil no data biomass - no data Nuclear is 0.019. 50 Deaths among the public from accidents lignite 0.02 coal 0.02 gas 0.02 oil 0.03 biomass no data Nuclear 0.003 51 Air pollution deaths lignite 32.6 coal 24.5 gas 2.8 oil 18.4 biomass 4.63 Nuclear 0.052 52 Air pollution serious illnesses lignite 298 coal 225 gas 30 oil 161 biomass 43 Nuclear 0.22 53 Air pollution minor illnesses lignite 17,676 coal 13,288 gas 703 oil 9,551 biomass 2,276 Nuclear no data 54 Natural gas edges out nuclear power slightly in terms of occupational safety, but in every other category nuclear is drastically lower in terms of ill effects than any of the alternatives. -------------------- 55 2020 Fatalities for US Roofers Increased 15% as Solar Roof Installations Increase Published in The Next Big Future July 6, 2021 by Brian Wang 56 This seems to be written by someone who has a popular science blog. I'm not familiar with it personally, but he addresses the subject so I'll list it. The title implies that it's all about rooftop solar, but he provides comparative numbers for the other energy sources of interest, so that is useful for our purposes. However, he doesn't describe his methodology, so we need to treat them with some caution. Here are his results These are deaths per thousand terawatt hours. 57 Coal - 100,000 Oil - 36,000 Natural gas - 4,000 Hydro - 1,400 Rooftop solar - 440 Wind - 150 Nuclear - 90 58 If we plot these numbers on a bar chart, coal and oil are so large that all of the others are squished to the bottom of the chart and are difficult to see at all. Let's therefore look at these in terms of orders of magnitude. Keep in mind that this is a logarithmic scale. This means that the difference between 4 and 5 is much greater in linear terms than the difference between 1 and 2. 59 Coal - 5 Oil - 4 Natural gas - 3 Hydro - 3 Rooftop solar - 2 Wind - 2 Nuclear - 1 60 Each of these numbers represents an order of magnitude, that is a power of ten. We can see that with rooftop solar, wind, and nuclear, the numbers are so close and the uncertainties are so great and their relative values so small compared to say coal that they can be seen as equivalent so far as safety is concerned. -------------------- 61 What are the safest and cleanest sources of energy? by Hannah Ritchie Published in Our World in Data First published in 2017, updated in 2022 and 2024 62 The author of this study addressed both deaths and greenhouse gas emissions. Deaths from accidents and air pollution are normalized to per TWh of electricity, while greenhouse gas emissions are normalized to GWh of electricity over the life cycle of the plant. 63 Here are the death figures. Coal 24.6 Oil 18.4 Biomass 4.6 Natural Gas 2.8 Hydro power 1.3 Wind 0.04 Nuclear 0.03 Solar 0.02 64 For greenhouse gas emissions the figures are Coal 970 tons Oil 720 tons Natural gas 440 tons Biomass 78 to 230 tons Solar 53 tons Hydro power 24 tons Wind 11 tons Nuclear 6 tons 65 If we take the death figures and rank them by order of magnitude as we did with the previous article, we get the following. 66 Coal - 4 Oil - 4 Biomass - 3 Natural Gas - 3 Hydro power - 3 Wind - 1 Nuclear - 1 Solar - 1 67 Keep in mind that the previous article covered only rooftop solar and not large industrial installations, and so is not directly comparable. Also the units are different, with the previous article being in terms of thousand TWh, and this one being in TWh. If we exclude solar (as the numbers are not comparable), Brian Wang's numbers are between 1.5 to 4 times higher than Ritchie's, except for hydro which are almost identical. I think this latter is due to both sets of numbers are dominated by one exceptionally big hydro accident. 68 Overall however, the relative rankings are quite comparable. Ritchie's numbers for deaths from coal, oil, and natural gas appear to be directly from the study by Markandya and Wilkinson mentioned above. For the benefit of those who are wondering, Ritchie specifically states that her numbers for nuclear include the Chernobyl and Fukushima accidents. -------------------- https://www.iaea.org/publications/magazines/bulletin/21-1/solar-power-more-dangerous-nuclear Direct link to file https://www.iaea.org/sites/default/files/publications/magazines/bulletin/bull21-1/21104091117.pdf https://ourworldindata.org/safest-sources-of-energy https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(07)61253-7/abstract https://www.nextbigfuture.com/2021/07/2020-fatalities-for-us-roofers-increased-15-as-solar-roof-installations-increase.html -------------------- 69 Conclusion from Studies Remember that in engineering terms, when comparing groups of numbers which contain both both very small numbers and one or more very large numbers, the differences between the small numbers are often not significant. The differences between the small numbers may be the product of our ability to measure these things rather than any real differences. 70 For example, in the article by Ritchie wind power would appear to be twice as dangerous as nuclear. However, the difference between them is 0.02 compared to 24.6 for coal. In other words, the difference between apparently "dangerous" wind and apparently "safe" nuclear is equivalent to 0.08% of the total for coal. It's therefore meaningless and a red herring to even worry about. 71 With the above taken into consideration, generally the different sources of energy fall into two broad categories in terms of number of deaths, injuries, and illnesses. The fossil fuels and biomass fall into one group and wind, solar, and nuclear into another group. 72 Hydro power would seem to fall into the higher risk category or at least somewhere between the two, but this I suspect is mainly due to one exceptionally large dam collapse in China, the Banqian Dam failure in 1975. This is mentioned as being specifically included in the article written by Ritchie. This was a multi-purpose dam, and information on this dam is difficult to find. It is not clear to me whether it had a hydro electric generator associated with either it or another dam that was part of the same system. 73 Some people therefor may argue for its exclusion from the numbers. Of course some people may argue for its inclusion anyway, as it was a dam regardless of whether it actually had an electric generator attached. If we exclude it, then I think the numbers for hydro power would fall into the same range as for nuclear, wind, and solar. 74 Most people would consider hydro power to be safe and clean enough regardless of this and I will rank it as such in any conclusions that I come to. As you can see, even if we have numbers, it can be a matter of opinion as to how to interpret them. -------------------- -------------------- 75 Taking a Systems Approach Now let's take a look at the broader energy picture today and into the future. Many countries in many parts of the world have committed to the concept of "Net Zero", which means eliminating carbon emissions on a net basis. Net zero essentially means the complete electrification of society. We must therefore have electrical energy on demand and at low cost. We must as a result of this look at complete electrical systems rather than individual sources in isolation. 76 At one time many electrical systems were entirely coal or entirely hydroelectric. This is no longer the case. There are now major amounts of wind and solar involved in many countries. However these are inherently intermittent. This means that other sources of energy are inherently also required to have a functional system. 77 If any particular solution inherently requires fossil fuels to meet part of the demand, then the safety, pollution, and climate issues relating to those fossil fuels have to be factored in to that complete system when trying to come up with a relative ranking. Talking about Individual sources in isolation are therefore meaningless in these countries. 78 There are battery systems, but these are mainly used to stabilize and regulate the grid plus to a lesser degree to smooth out short term daily peaks in demand. They do not have the ability to store large amounts of electricity on a large scale for an entire grid for days, weeks, and months to make up for intermittency. 79 So a serious attempt to rank sources of energy would need to look at a variety of representative countries and for each one come up with a plan that involves 'x' megawatts from source 'a', 'y' megawatts from source 'b', etc., and total up the values for each. 80 I am not aware of anyone who has studied this larger issue. However, the problem has to be addressed from this perspective in order for any answer to be useful. Not taking this into account is like ordering a diet soft drink to go with with a high calorie meal and assuring yourself that your plans to diet are fine. 81 This is not to imply there is anything inherently wrong with wind or solar. It does mean that if your goal is to achieve both net zero and a clean environment, you have to look at your entire energy system as a complete system rather than focusing on what you feel are the most reassuring parts of it while ignoring the rest. This does however add to the argument that it is in fact inherently very difficult to come up with a system of ranking energy sources for safety. -------------------- 82 Nuclear, Climate, and Clean Air - Contrasting Examples To give a tangible example we will now look at two different places that followed two divergent paths at roughly around the same time frame. These are the province of Ontario in Canada, and Germany. 83 Ontario had a mix of coal, hydro electric, and nuclear generating plants. Germany had a mix of coal, nuclear and natural gas plants. Ontario shut down their coal fired plants and kept their nuclear plants. Germany however shut down their nuclear plants and kept their coal fired plants. 84 The Phase Out of Coal in Ontario In 2003 Ontario decided to close all of its coal fired generating plants, which consisted of 19 units (that is boilers and turbines) totalling 8,800 MW. This phase out was completed by 2014. 85 Here are the figures for amount of power generated by each energy source in 2003 and 2014. Nuclear went from 42% to 60% Hydro went from 23% to 24% Gas went from 11% to 9% Coal went from 25% to 0% Non-hydro renewable went from 0% to 7%. 86 As you can see, the bulk of that replacement came from increased use of nuclear power. Furthermore, this did not result in simply replacing coal with natural gas. While gas is cleaner than coal, it still has emissions and if you recall from the studies that we looked at earlier, had an estimated death rate roughly 2 orders of magnitude greater than nuclear, solar, or wind. 87 To put this in more practical terms, at one time Toronto regularly had clouds of smog obscuring it, to a large extent due to these coal fired power plants With the phase out of coal, smog days went to zero in 2015 compared to 53 a decade earlier. The 2023 figures for Ontario show carbon emissions of 53 grams per kWh of electricity generated. We can use this as a rough benchmark comparison for total emissions. 88 The Phase out of Nuclear in Germany Until March of 2011, Germany generated one quarter of its electrical power from nuclear. Starting in 2011 however, they began shutting down their nuclear power plants. These were then phased out over the next decade. However, the coal plants were to be kept to 2038. In 2026 Germany began talking about increasing use of coal in order to save gas. In the same year the German chancellor Friedrich Merz stated that the phase out of nuclear was a quote “serious strategic mistake”. EU Commission President Ursula von der Leyen said it was "a strategic mistake for Europe to turn its back on a reliable, affordable source of low-emissions power". 89 I won't go into the details of the phase out, but let's look at some emissions numbers for Germany. If we look at the official numbers from the European Environmental Agency for 2024, for Germany their emissions were 298 grams per kWh of electricity generated. Recall that we are using emissions as a very rough guide to amount of air pollution, and that this has a direct effect on the safety of the overall electrical energy system. 90 So, who actually made their people safer, Ontario who phased out their coal plants and kept their nuclear plants, or Germany who phased out their nuclear plants and kept their coal plants? 91 If you want a comparison directly within Europe, then Germany has one of the highest rates of emissions per kWh of electricity generated, whereas France, who use mainly nuclear power, have one of the lowest at 43 grams per kWh of electricity generated. Again, who is making their people safer, Germany or France? 92 I don't want to make it sound like I am picking on Germany. I am also not going to tell them how they ought to run their country. However they provide a good real world example of how we need to look at things in overall context when we are thinking about the choices that we make. https://www.ontario.ca/page/end-coal https://www.cbc.ca/news/canada/windsor/smog-study-shows-significant-decreases-in-pollutants-in-ontario-1.4151183 https://www.eea.europa.eu/en/analysis/indicators/greenhouse-gas-emission-intensity-of-1 https://world-nuclear.org/information-library/country-profiles/countries-g-n/germany https://www.politico.eu/article/friedrich-merz-is-right-to-reject-germanys-nuclear-phase-out-says-iea-chief-fatih-birol/ https://www.politico.eu/article/germany-considers-ramping-up-coal-power-to-avert-energy-crisis/ https://www.iea.org/countries/estonia/electricity https://www.iea.org/countries/malta/electricity -------------------- 93 Conclusions As we can see, there don't appear to be an abundance of peer reviewed scientific studies that we can simply point to in order to answer the question of safety of all possible major different energy sources once and for all. Collecting the data to even attempt to answer the question is inherently very difficult as we cannot readily conduct experiments to answer the question, and sources of data are not collected or consolidated in a manner which can answer this question adequately. 94 The essence of the problem is that most energy industries are not as tightly regulated and monitored to the same degree that say nuclear power or commercial airliners are, so this data is simply not being systematically recorded. However, a number of people have attempted to make estimates. 95 Their conclusions would seem to be that nuclear, wind, and solar are roughly equivalent in terms of safety. All fossil fuels are much less safe than nuclear, wind, and solar, by as much as several orders of magnitude. 96 We can however say with a reasonable degree of certainty that if a country shut down their nuclear power plants and kept their fossil fuel plants, particularly coal, then they probably made their people less safe than if they had done things the other way around. 97 I hope that I have provided some context in which to think about the issue. Thanks again to brian in ohio for providing the question upon which this episode is based. -------------------- Provide feedback on this episode.

Equity Mates Investing Podcast
Chris Judd Thinks You're Wrong About Rates, Bonds and AI

Equity Mates Investing Podcast

Play Episode Listen Later Jun 15, 2026 47:40


Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australia's productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro trends.In this episode:00:00 – Chris changes his view on Australian small caps03:24 – Iran, the Strait of Hormuz and why energy matters08:07 – Is Australia at the top of the rate cycle?09:24 – Why Chris disagrees with consensus on US rates13:54 – The real bubble is in bonds19:17 – Will AI create a productivity boom?24:07 – Positioning the portfolio for the AI race31:23 – Australia's gas tax and energy policy debate35:51 – Gold, central banks and sovereign reserves41:23 – The most overlooked investment themes43:47 – The best business Chris has ever seen: Tether45:33 – Why Claude is his investing tool of choice46:19 – Final investing advice: know your game ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US DollarFor Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

KTRH News
Source of Pride: Natural Gas Could Solve AI Power Crunch

KTRH News

Play Episode Listen Later Jun 15, 2026 0:36 Transcription Available


The Energy Gang
How AI is changing the natural gas industry

The Energy Gang

Play Episode Listen Later Jun 12, 2026 43:56


There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for generation capacity to meet soaring electricity demand. At the same time, the severe disruption to shipping traffic through the Strait of Hormuz has put security of supply at the top of every importer's agenda. In this special episode, recorded at Wood Mackenzie's Gas, LNG and the Future of Energy Conference in London, host Ed Crooks speaks with three guests about what these twin pressures mean for gas. They discuss demand for gas for power, the sources of supply that could provide energy security in volatile times, and plans for tackling the increased greenhouse gas emissions that could result from increased consumption.First, Ed sits down with Neal Kalita, senior director of global energy management at NTT Global Data Centers, one of the world's largest data center developers. Neal explains why "speed to power" is a priority, and why gas plays such a key role in providing the reliable 24/7 firm capacity hyperscaler clients require.Relying on gas as a key component of the power generation mix means managing a complex set of issues around supply security, demand management and long-term investment. Neal explains how NTT thinks about commodity risk, the trade-offs involved in power supply agreements, and why on-site gas generation may be not just a bridge solution but long-term infrastructure for the electricity system. He highlights the key drivers that are changing the data centre industry, including rising GPU power density, AI-driven volatility in load, and climate-related grid reliability concerns. He also discusses NTT's participation in a demand response programme run by Voltus, which helped stabilise the grid when Winter Storm Fern hit Virginia in January.Next, Ed hears from Keith Shoemaker, Chief Commercial Officer at Coastal Bend, which is developing a new LNG liquefaction project at Corpus Christi, Texas. Coastal Bend is aiming to have the first project in the US to integrate carbon capture and sequestration into its design. Combined with the procurement of upstream gas with low methane leakage and flaring, that should make for the lowest carbon-intensity LNG in the world, Keith says. Crucially, the project can match competitor prices without charging a green premium. The US 45Q tax credit will cover the operational spending (Opex) for the transport and sequestration of the carbon, and costs will be kept down by using brownfield maritime infrastructure that is already in place. Regulation will still be essential in creating a market for lower-emissions LNG. Keith sets out an idea for making that work in the EU: linking the new Methane Emissions Regulation with the Carbon Border Adjustment Mechanism to create an "avoided carbon" currency that LNG importers could use to offset CBAM fees on other products such as cement, steel and fertiliser. That way, the methane regulation would change from a stick to a carrot for the LNG industry.Kristy Kramer, Head of LNG at Wood Mackenzie, closes the episode by assessing how the three trends of AI demand, energy security and decarbonisation fit together. She discusses the big question: has the conflict on the Middle East changed the world completely, forever. It may play out like the Covid pandemic. Huge changes were predicted, and although there were some permanent impacts, in other areas the world has gone back to the way it was before. Politics will change from week to week, or even from hour to hour, but geology and economics don't, and over time the fundamentals will reassert themselves. Kristy and Ed reflect on what that means for the future of energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Real Talk
Future of Energy DEBATE: Fawcett v. Exner-Pirot

Real Talk

Play Episode Listen Later Jun 12, 2026 107:36


Canada's energy future is one of the most consequential—and contentious—questions facing the country. Is global demand for oil and gas set to remain strong for decades, or are economic and technological shifts already weakening the business case for major fossil fuel projects? Max Fawcett and Heather Exner-Pirot square off in a spirited debate (4:00) on LNG, energy transition, climate policy, and what comes next for Canada's economy. This Real Talk Debate is presented by our friends at Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. KEEP AN EYE OUT FOR NORTHERN EYES SEVEN-YEAR SHERRY CASK, AVAILABLE JUST IN TIME FOR FATHERS' DAY! HANSEN IS PROUDLY LOCAL, ALWAYS ORIGINAL. https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ MAX'S LATEST COLUMN: https://www.nationalobserver.com/2026/06/11/opinion/carney-carbon-capture-and-storage-oil-industry FOLLOW HEATHER on X: https://x.com/ExnerPirot 58:30 | Real Talkers have their say on solar power, EVs, diesel rigs, and more in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:25:30 | Are you buying SpaceX stock today? We revisit our June 11 interview with Cary Williams about the biggest IPO in history.  WATCH THAT FULL INTERVIEW: https://rtrj.info/061126NRIC CONNECT WITH NORTH ROAD INVESTMENT COUNSEL: https://www.northroadic.com/ 1:37:45 | Pat in Airdrie is fuming over changes to Alberta's electoral boundaries, Jan lacks faith ahead of the fall referendum, Gillian says it's worth fighting for French in schools, Janelle's demanding more for primary care nurses, and Ryan from the band F&M wants Jespo and Johnny to be better Canadians. It's The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park!  FIRE UP YOUR FLAMETHROWER: talk@ryanjespersen.com CHECK OUT F&M's VERSION of "MAYBE TOMORROW": youtube.com/watch?si=iTyE9b9pPjSCdmsN&v=P87vdHcHoc8&feature=youtu.be WHEN YOU VISIT THE DQs IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, or BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU! REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ JOIN JESPO JUNE 13 AT CARROT BY MOONLIGHT IN SUPPORT OF ARTS ON THE AVE EDMONTON SOCIETY: https://www.thecarrot.ca/events-at-the-carrot/2026/6/13carrotbymoonlight 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.

The John Batchelor Show
S8 Ep993: Michael Bernstam discusses a looming glut of liquefied natural gas driven by record U.S. shale production, which is stabilizing energy prices in Europe. Regarding Russia, he explains that while crude exports continue, Ukrainian drone strikes on

The John Batchelor Show

Play Episode Listen Later Jun 11, 2026 12:21


Michael Bernstam discusses a looming glut of liquefied natural gas driven by record U.S. shale production, which is stabilizing energy prices in Europe. Regarding Russia, he explains that while crude exports continue, Ukrainian drone strikes on refineries have created a domestic manufacturing crisis, leading to fuel shortages for Russian agriculture and industry that are difficult to repair under sanctions. (9)1900

NGI's Hub & Flow
Are California's Low Natural Gas Prices Here to Stay?

NGI's Hub & Flow

Play Episode Listen Later Jun 11, 2026 25:40 Transcription Available


The California energy market has historically been defined by extreme contradictions: a regulatory push toward a renewable energy stack on one side, and total dependence on neighboring regions for physical natural gas molecules on the other. While a “perfect storm” early this spring pushed spot prices to historic lows across the state, a looming wall of structural shifts — from cross-border LNG exports to massive data center buildouts — is forcing traders to prepare for a future of unprecedented upside volatility. In this episode of Hub & Flow, NGI's Christopher Lenton sits down with veteran energy trader and NGI's Senior Vice President of Business Development & Client Support David Dutch to break down the complex web of infrastructure keeping California powered. The conversation untangles how three distinct supply basins — West Texas, the Rockies and Western Canada — simultaneously flushed the West with cheap natural gas, and why a hyper-reliance on regional hydro and renewables leaves the state acutely vulnerable to massive basis spikes. Dutch also pulls back the curtain on Mexico's Energía Costa Azul LNG export plant, explaining why a reversed pipeline flow below San Diego could soon send Southern California prices to the moon on peak demand days.

Real Talk
Canada Bans Kids from Social Media // Should You Invest in SpaceX?

Real Talk

Play Episode Listen Later Jun 11, 2026 124:57


Canada's new Online Safety Act could fundamentally change how Canadians (especially young people) experience the internet. From age restrictions on social media and new obligations for tech companies to concerns about privacy, free expression, and government oversight, the legislation is already sparking fierce debate. Digital policy experts Supriya Dwivedi and Vass Bednar (4:30) join us in our feature interview presented by Mercedes-Benz Edmonton West to break down what's actually in the bill, who's likely to be affected, and whether Ottawa is striking the right balance between protecting users and preserving online freedoms.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. KEEP AN EYE OUT FOR NORTHERN EYES SEVEN-YEAR SHERRY CASK, AVAILABLE JUST IN TIME FOR FATHERS' DAY! HANSEN IS PROUDLY LOCAL, ALWAYS ORIGINAL. https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ CANADIAN SHIELD INSTITUTE: https://canadianshieldinstitute.ca/ 43:00 | Jespo and Johnny debrief after the Supriya/Vass interview, and see what Real Talkers have to say about Canada's Online Safety Act in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 54:00 | Are you planning on investing in the SpaceX IPO? Are you worried about all this "technical recession" talk? Cary Williams from North Road Investment Counsel gives us a few important things to think about.  NORTH ROAD INVESTMENT COUNSEL: https://www.northroadic.com/ 1:27:00 | Jespo shares a few thoughts after hosting the Junior Achievement Northern Alberta Business Hall of Fame. What's the best entrepreneurial or life advice you've ever received?  JA of NORTHERN ALBERTA: https://janorthalberta.org/ 1:39:00 | Siksika filmmaker Sinakson Trevor Solway is the inspiration behind this edition of Alberta Wins presented by Play Alberta, submitted by Real Talker Jerry. We feature Solway's documentary Siksikakowan: The Blackfoot Man, winner of the Best of Festival Golden Sheaf Award and Best Feature Documentary at the Yorkton Film Festival.  WATCH THE FILM: https://youtu.be/eJ3zrC0h_lM?si=g3WmT8I_0JrfZ1O7 ALBERTA WINS WITH PLAY ALBERTA BECAUSE ALL REVENUE STAYS IN ALBERTA. WHETHER YOU PLAY, BET, OR BUY - WITH CASINO, SPORTS, OR LOTTERY - KNOW THAT YOUR FUN ALSO HELPS MAKE A DIFFERENCE ACROSS THE PROVINCE. LEARN MORE AT https://playalberta.ca/. MUST BE 18+ TO PLAY. IF YOU GAMBLE, USE YOUR GAMESENSE.  1:42:00 | You'll never guess who Jespo ran into last night. We wrap the show with a "last call" story.  REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC presented by KUBY ENERGY on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... GET A FREE SOLAR QUOTE: https://kuby.ca/ ALBERTA BUSINESS OWNERS: ALBERTA CHAMBERS of COMMERCE WANT TO KNOW YOUR TOP PRIORITIES FOR THE PROVINCE. PARTICIPATE IN THE ALBERTA PERSPECTIVES SURVEY BEFORE 5PM MT ON FRIDAY, JUNE 12: https://research.albertaperspectives.... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

ARC ENERGY IDEAS
Alberta's Energy Opportunity: A Conversation With the Honourable Brian Jean

ARC ENERGY IDEAS

Play Episode Listen Later Jun 10, 2026 32:30


This week, our guest is the Honourable Brian Jean, Alberta's Minister of Energy and Minerals. The conversation was recorded at an ARC Financial event in Calgary on June 9. The closure of the Strait of Hormuz has underscored the importance of energy security and supply diversity. This, along with more supportive federal policies, is raising expectations for growth in Alberta's oil and gas sector. On the podcast this week, Jackie asks Minister Jean about Alberta's opportunity to expand oil and gas production, including: Is the Strait of Hormuz closure and the Iran war reshaping how people view Canadian energy? What is Alberta's goal for oil production growth, and what changes, regulatory and otherwise, are supporting that goal? How does Alberta benefit from the build-out of LNG export capacity on the West Coast? The Canada–Alberta MOU outlines a plan to submit a 1 MMB/d oil pipeline to reach Asian markets to the Major Projects Office, with the aim of starting the regulatory review by early July. What is its status, and does the decision on the large oil sands CCS project affect the path forward? Are discussions underway with BC on the pipeline and with local communities, including Indigenous groups? And what are Alberta's opportunities in mineral production and, potentially, processing? Content referenced in this podcast: Canada Government, Overview of Canada's National Artificial Intelligence Strategy: AI for All (June 4, 2026) Global Energy Show (June 9 to 11, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/Check us out on social media:X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

Real Talk
The Republic of Alberta: An Idea That Won't Go Away

Real Talk

Play Episode Listen Later Jun 10, 2026 124:13


Alberta separatism isn't a new concept. Even before Alberta became a province, critics were sounding off against "the horde of grafters connected with the Ottawa Liberal Machine," as was written in the Calgary Herald in 1905. Author Tyler Dawson explores the definitive history and analysis of Alberta's long-simmering separatist movement in his new book "The Republic of Alberta: An Idea That Won't Go Away". Hear all about it in our feature interview (4:20) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ BUY TYLER'S BOOK: https://sutherlandhousebooks.com/product/the-republic-of-alberta/ MEET TYLER AND PURCHASE A SIGNED COPY OF HIS BOOK TONIGHT (JUNE 10) AT 7PM AT AUDREY'S BOOKS IN EDMONTON (10702 JASPER AVENUE).  44:35 | There's something new rolling through the streets of Jasper. It's part-bike, part-patio, and fully unforgettable! We hop on board the Jasper Social Cycle in this edition of #MyJasper Memories presented by Tourism Jasper.  CHECK OUT the JASPER SOCIAL CYCLE: https://www.instagram.com/jaspersocialcycle/ BOOK YOUR JASPER ADVENTURE: https://www.jasper.travel/ 49:10 | Canadian Future Party leader Dominic Cardy sees similarities between Ukraine and Russia in 2014 and present-day Alberta. The former New Brunswick cabinet minister says it's on Ottawa and "normal" people across the country to fight back against separatists.  CANADIAN FUTURE PARTY: https://www.thecanadianfutureparty.ca/ 1:43:00 | Jespo and Johnny see what Real Talkers have to say in our Live Chat powered by Park Power. We cover astronomical prices at NBA Finals games in New York, Justin Trudeau and Katy Perry red carpet gossip, and the future of Canada (in that order). Tell us what you think - leave a comment below!  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC presented by KUBY ENERGY on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... GET A FREE SOLAR QUOTE: https://kuby.ca/ ALBERTA BUSINESS OWNERS: ALBERTA CHAMBERS of COMMERCE WANT TO KNOW YOUR TOP PRIORITIES FOR THE PROVINCE. PARTICIPATE IN THE ALBERTA PERSPECTIVES SURVEY BEFORE 5PM MT ON FRIDAY, JUNE 12: https://research.albertaperspectives.ca/jfe/form/SV_41GWfaqETeHzpjg REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

West Virginia Morning
Dealing With Thousands Of Abandoned Natural Gas Wells, This West Virginia Morning

West Virginia Morning

Play Episode Listen Later Jun 9, 2026


There are just over 6,000 abandoned or orphaned natural gas wells in West Virginia, according to the West Virginia Department of Environmental Protection. Some estimates suggest that number is low. The surprising thing, though, is where some of them are located. The post Dealing With Thousands Of Abandoned Natural Gas Wells, This West Virginia Morning appeared first on West Virginia Public Broadcasting.

thousands west virginia abandoned natural gas environmental protection west virginia department west virginia public broadcasting
Real Talk
Alberta's Future: Split or Connected?

Real Talk

Play Episode Listen Later Jun 9, 2026 83:03


How many Albertans are actually ready to leave Canada? And what do the latest numbers tell us about the state of the separation movement? Guest host Rob Breakenridge gets into it with Ipsos CEO Darrell Bricker in our feature interview presented by Mercedes-Benz Edmonton West. Plus, is Alberta finally getting serious about passenger rail? Bruce Graham with Friends of Calgary Airport-Banff Rail joins the show to talk about the push for better rail service and whether a Calgary-to-Banff connection could be closer than many people think. THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, BUT YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwes... SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

RBN Energy Blogcast
Movin' Out – The Pipeline Projects That Will Move More Natural Gas Through (and Out of) the Northeast

RBN Energy Blogcast

Play Episode Listen Later Jun 8, 2026 11:49


The Marcellus/Utica still has vast amounts of natural gas to supply the ongoing surge in demand from power generators and LNG exporters. But there's a catch: A significant step-up in Appalachian production can only occur if new pipeline infrastructure is built to transport that gas to where it's needed.

News & Views with Joel Heitkamp
ND State Rep. Alisa Mitskog speaks to her campaign, natural gas, fertilizer, and more

News & Views with Joel Heitkamp

Play Episode Listen Later Jun 8, 2026 7:58


06/08/26: Alisa Mitskog serves in the North Dakota State Legislature representing District 25 out of Wahpeton. (Joel Heitkamp is a talk show host on the Mighty 790 KFGO in Fargo-Moorhead. His award-winning program, “News & Views,” can be heard weekdays from 8 – 11 a.m. Follow Joel on X/Twitter @JoelKFGO.)See omnystudio.com/listener for privacy information.

Real Talk
Poilievre's Plan to Keep Alberta in Canada

Real Talk

Play Episode Listen Later Jun 8, 2026 109:46


Strength in numbers. That's Pierre Poilievre's call to the provinces as a nation-wide alternative to Alberta separation. Will Quebec play along? We get into an advance copy of Poilievre's speech (14:00) with Supriya Dwivedi in our feature interview presented by Mercedes-Benz Edmonton West. But first...what will come from Alberta Premier Danielle Smith's meeting with Quebec Premier Christine Fréchette (9:00)? And later...what's the key takeaway from new Ipsos polling (17:30) showing waning support for Alberta leaving Canada?  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  IPSOS POLL: https://www.ipsos.com/en-ca/limited-and-declining-support-separation-alberta 27:00 | Supriya gives us the pros and cons of Canada's AI strategy, announced last week. We get into Althia Raj's column on PM Carney "yelling" at MPs (42:15), Donald Trump abruptly ending a Meet the Press interview (56:30), and Scott Pelley spilling the tea on Bari Weiss and CBS News in an interview with the New York Times (1:09:30).  1:13:30 | What are true Canadian values? And who's the GOAT childrens' performer? Real Talkers have their say in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:45:15 | We LOVE these poems about Canada submitted by Real Talker Katherine, a grade four teacher in Tofield, Alberta. A perfect Positive Reflection presented by Solar by Kuby!  REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC presented by KUBY ENERGY on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... GET A FREE SOLAR QUOTE: https://kuby.ca/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

The Jaipur Dialogues
Big Update: India Discovers Natural Gas Near Andamans | America SHOCKED

The Jaipur Dialogues

Play Episode Listen Later Jun 6, 2026 11:33


Big Update: India Discovers Natural Gas Near Andamans | America SHOCKED

Power Hour with Alex Epstein
Why America can't build the natural gas pipelines it needs, with Senator Alan Armstrong

Power Hour with Alex Epstein

Play Episode Listen Later Jun 5, 2026 32:16


I recently sat down with Alan Armstrong, the former CEO of Williams (one of America's foremost natural gas pipeline companies) and now the freshman Senator from Oklahoma, to talk about a key part of Congress's ongoing permitting negotiations: the Clean Water Act.

Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
Leslie Chats With Brenda Shaffer on Whether Some Climate Policies Made the World More Vulnerable to Energy Crises

Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories

Play Episode Listen Later Jun 5, 2026 47:31


In this episode of the Energy Vista Podcast, Leslie Palti-Guzman sits down with energy scholar and foreign policy expert Brenda Shaffer to discuss the energy policy implications of the Iran crisis and disruptions in the Strait of Hormuz.Brenda argues that policymakers continue to draw the wrong lessons from energy crises. The conversation explores whether some climate policies have weakened energy security. Leslie and Brenda exchange on the role of natural gas in modern economies, Europe's energy challenges, Africa's missed energy investment opportunities, China's growing influence over clean-energy supply chains, and the future of electrification.Listen & Subscribe

The Land Department
062 - Powering the AI Boom: Natural Gas, Data Centers, and the Land Beneath It with Peter Snell

The Land Department

Play Episode Listen Later Jun 5, 2026 54:29


AI gets all the headlines, but the data centers behind it don't run without fuel. Natural gas is a huge part of that story, and so is the land underneath it. Peter Snell, founder and CEO of PetroVybe, joins Brent and Khalil to explain how he's building a natural gas company designed for the AI era from the ground up.They dig into why so much Permian gas stays trapped, why PetroVybe operates where the infrastructure already exists, and how a 10-year asset strategy gets built one acquisition at a time. Peter also breaks down how landmen can use AI as a daily planning tool, what data center developers keep getting wrong about mineral rights and right of way, and why planning for failure is part of the model. It's a practical look at where energy, technology, and land work all meet.Key Timestamps01:06 - Why Data Centers Matter04:12 - PetroVybe Origin Story08:02 - Permian Gas Bottlenecks15:40 - Building a 10-Year Asset Base20:14 - AI Limits and Landman Playbook32:32 - Data Centers Land Pitfalls40:42 - Ten-Year Pivots And Stewardship47:01 - AI Future Trades Wrap UpMemorable Quotes"AI centers don't exist without fuel, and I think that's often missed in the public eye." — Peter"AI's not here to take your job. AI's here to make your job easier so we can do more with you and not hire five more landmen." — Peter"A landman is not going anywhere." — Brent"Get comfortable with being uncomfortable with learning about those new things." — PeterKey TakeawaysAI data centers run on natural gas. The public conversation focuses on AI capabilities, but the compute can't run without fuel. Natural gas is core to powering the buildout, and that puts land and mineral work at the center of the story.The Permian has gas, but it's trapped. The infrastructure is built for oil, not gas, so much of the supply can't reach market profitably. PetroVybe operates in South and East Texas where the takeaway capacity actually exists.East Texas land is a people business. Heirship, complicated title, smaller parcels, and hundreds of mineral owners per project make East Texas a different challenge than the contract-driven Permian. That complexity is exactly where landmen add value.Landmen can use AI as a daily planning tool. Feed Claude or ChatGPT your local context, test it against the macro trends, and build a 30-day, 12-month, and 24-month plan. The goal is to understand the connection points, not become an expert in everything.Data center developers keep skipping the land work. Sites get bought without checking mineral exposure, interconnection queue status, or right of way. The deal looks easy until the dirt underneath turns into a problem.About Our GuestPeter Snell is the founder and CEO of PetroVybe, a natural gas development company built for the AI era. After more than a decade as a management consultant and business fixer, Peter moved into oil and gas and now leads a team focused on natural gas, long-term investor protection, and biblical stewardship.Help us improve our podcast! Share your thoughts in our quick survey.Resources⁠⁠PBLA ⁠⁠(Permian Basin Landmen's Association)⁠⁠Texas Tech University Energy Commerce Program⁠⁠Need Help With A Project? ⁠⁠Meet With Dudley⁠⁠Need Help with Staffing? Connect with ⁠⁠Dudley Staffing⁠⁠Streamline Your Title Process with ⁠⁠Dudley Select Title⁠⁠Watch On ⁠⁠YouTube⁠⁠Follow Dudley Land Co. On ⁠⁠LinkedIn⁠⁠Have Questions? ⁠⁠Email us⁠⁠More From Our GuestPeter Snell, Founder & CEO of ⁠PetroVybe⁠Connect with ⁠Peter on LinkedIn⁠More from Our Hosts⁠⁠Brent⁠⁠ on LinkedIn⁠Khalil ⁠⁠on LinkedIn

Real Talk
Calgary Mayor Jeromy Farkas // HOPE in Edmonton

Real Talk

Play Episode Listen Later Jun 5, 2026 120:51


Did you know a third of Calgary residents were born outside North America? Mayor Jeromy Farkas joins Jespo in our historic Mercer Warehouse studio (3:45) to discuss the separation distraction, immigration realities in Alberta, downtown crime, and the future of rail across the province. Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, BUT YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen or leave a comment below. 47:45 | HOPE Mission has been serving Edmontonians in need for nearly 100 years. But the need has never been greater than today. The iconic organization has evolved and broadened its offerings over the years, including their HOPE HEALTH program. Team members Tim Pasma, Beth Klingenberg, and Ade Adeoye join our Real Talk Round Table.  SUPPORT HOPE MISSION: https://hopemission.com/ 1:38:45 | Have you heard the "No Means No" chats aimed at Vegas goalie Carter Hart during the first two games of the Golden Knights-Hurricanes Stanley Cup Final? Jespo and Johnny discuss, and Real Talkers have their say in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk 1:51:00 | Real Talkers are fired up over separatist talking points and Mark Carney's position on Donald Trump. Tyler W., Michael in Calgary, Geoff in Toronto, and Garth sound off in 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, or BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU! REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

The Loonie Hour
The Canadian Economy Slips into Recession

The Loonie Hour

Play Episode Listen Later Jun 5, 2026 58:38


Canada enters a "technical" recession. The curious case of the Bank of Canada's gold reserves. The Bitcoin bear market deepens. Canada has the second largest Natural Gas reserves in the world. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourJoin Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay up to date with our information -

Real Talk
J.J. McCullough on B.C., Alberta, and Canada's Future

Real Talk

Play Episode Listen Later Jun 4, 2026 113:23


How did the media get it so wrong with B.C.'s Conservative leadership race? Does Alberta separation really deserve this much attention? Does Canada's Online News Act accomplish anything? UFC on the White House lawn: is this real life? We get into it all with political and cultural commentator J.J. McCullough (4:30) in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ CHECK HIM OUT ON YOUTUBE:  @JJMcCullough   J.J.'s SUBSTACK: https://jjmccullough.substack.com/ 44:00 | Nearly half of Canadians say they've used artificial intelligence for medical advice over the past year. David Valentin joins from Liaison Strategies with insights on what it all means. CHECK OUT THE SURVEY RESULTS: https://press.liaisonstrategies.ca/ai-in-health-care-canadians-using-ai-but-draw-the-line-at-autonomous-diagnosis/ 1:00:00 | Claude Lemieux's death is spurring talk about men's mental health. Mara Grunau and Seth McVeity have an important message about the Buddy Up program. LEARN MORE: https://www.buddyup.ca/ COUNSELLING ALBERTA: https://www.counsellingalberta.com/ 1:22:30 | We shout out the 35,000+ who sat through pounding rain at Commonwealth Stadium for the Canada-Uzbekistan FIFA Friendly in this edition of Alberta Wins presented by Play Alberta. PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. LEARN MORE: playalberta.ca/realtalk 1:26:10 | What're your thoughts on the UFC event happening on the White House lawn later this month? Jespo and Johnny debate the merits and dip into our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC presented by KUBY ENERGY on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

Tortoise QuickTake Podcasts
What Moved Energy Markets in May - 06.03.2026

Tortoise QuickTake Podcasts

Play Episode Listen Later Jun 3, 2026 12:22


From what drove energy markets in May (and what didn't) to earnings season insights, oil market developments, AI-driven power demand, and key themes to watch this summer, Brian recaps the month of May in energy.  Here's what you'll learn: How energy performed in May: Why easing geopolitical tensions and lower oil prices weighed on energy stocks despite the sector's strong year-to-date performance. What earnings season revealed: How capital discipline, LNG exports, refining margins, and utility investment continue to support long-term energy fundamentals. What to watch in oil markets: The latest on U.S.-Iran negotiations, global crude supply flows, and the factors helping keep oil prices relatively stable. Why NextEra's acquisition matters: How growing AI-driven electricity demand is fueling utility consolidation and accelerating power infrastructure investment. What could shape the summer outlook: Key developments to watch across geopolitics, LNG exports, natural gas demand, and energy infrastructure growth. Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

Real Talk
Can Cities Separate from Alberta? (Seriously.)

Real Talk

Play Episode Listen Later Jun 3, 2026 102:28


If Alberta can talk about leaving Canada, can cities talk about leaving Alberta? That's the question Edmonton councillor Aaron Paquette is putting on the table with a motion exploring ways municipalities could gain more independence from the province amid growing uncertainty around Alberta's separatist movement. Paquette joins Vegreville councillor Taneen Rudyk and political scientist Dr. Duane Bratt in our feature interview (4:30) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, BUT YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com or leave a comment below 1:02:30 | Have you ever visited sacred Spirit Island in Jasper National Park? The Maligne Lake Cruise is a perfect way to make it happen. We feature one of Jespo's favourite Jasper experiences in this edition of #MyJasper Memories proudly presented by Tourism Jasper. MORE INFO: http://malignelake.com/ PLAN YOUR JASPER EXPERIENCE: https://www.jasper.travel/ 1:08:00 | Is Real Talk part of the problem? Jespo and Johnny address increased tensions around Alberta separation, and see what Real Talkers have to say in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:37:45 | Jespo blindsides Johnny with a bouquet from Real Talker Mallory after our June 2 conversation about Canadian Beef.  REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC presented by KUBY ENERGY on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

Real Talk
Is Ottawa Selling Out Ranchers?

Real Talk

Play Episode Listen Later Jun 2, 2026 101:02


Canadian ranchers are warning Ottawa not to sacrifice domestic beef producers in ongoing trade talks with Mercosur, the South American bloc including Brazil and Argentina. At the same time, Canadian consumers are facing stubbornly high grocery prices, especially at the meat counter, raising major questions about imports, food security, trade policy, and Canada's economic relationship with the United States ahead of a crucial CUSMA review. Tyler Fulton, president of the Canadian Cattle Association, joins from Manitoba in our feature interview (14:00) presented by Mercedes-Benz Edmonton West to talk about the future of Canada's beef industry, rising costs, trade tensions, and why producers say this moment could shape the industry for years to come. But first...Johnny's just hours removed from serving as music director for the FIFA World Cup '26 Lead-Up Friendly between Canada and Uzbekistan at Commonwealth Stadium. The fellas chat (1:45) about the upcoming World Cup and the growth of Canadian soccer.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ CANADIAN CATTLE ASSN: https://www.cattle.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com 45:30 | Is your family cutting back on eating meat for budget or other reasons? Will you eat lab-grown meat? Have you tried cricket flour? Do you drink milk on the regular? Real Talkers talk about the future of food in our Live Chat powered by Park Power.  AUG. 30/24 EPISODE on THE FUTURE OF FOOD: https://rtrj.info/083024FutureFood SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:25:10 | Jespo shares his thoughts on recent comments from Pierre Poilievre and Howard Anglin re: Alberta separation. What do you think?  1:38:30 | Real Talker Christine, a cancer survivor, has a beautiful message about an all-time Real Talk legend - Julie Rohr - in this edition of Positive Reflections presented by Solar by Kuby.  REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

The Mike Hosking Breakfast
John Carnegie: Energy Resources Aotearoa CEO on the expressions of interest in the Government's gas exploration fund

The Mike Hosking Breakfast

Play Episode Listen Later Jun 2, 2026 2:29 Transcription Available


A new lease on life for the gas industry, with the Government's $200 million exploration fund already catching the eye of private companies. Newstalk ZB can reveal there have been 11 expressions of interest since January. Resources Minister Shane Jones expects the bulk of approved projects to be based in Taranaki. Energy Resources Aotearoa Chief Executive John Carnegie told Heather du Plessis-Allan it's a vote of confidence in the sector, and particularly the region. He says it counters the myth there's no natural gas and shows there are still people looking seriously at opportunities. Carnegie says we simply can't wait until the gas shortage becomes even more severe for homes and businesses before starting to rebuild our supply. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Real Talk
"It's like losing your virginity. No going back!"

Real Talk

Play Episode Listen Later May 30, 2026 11:31


Red hot takes on Alberta separation from Jesse, Geoff, Anna Banana, Alberta Maverick, Peaches, Chris, Colin, Alex, AJ, and a heart-wrenching appeal from Brendon in The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park. SUPPORT NIKKI'S GOFUNDME: https://www.gofundme.com/f/helping-nikki-access-lifesaving-treatment FIRE UP YOUR FLAMETHROWER: talk@ryanjespersen.com WHEN YOU VISIT THE DQs IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, or BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU! REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

White House Chronicle
Natural gas is powering the AI future

White House Chronicle

Play Episode Listen Later May 29, 2026 28:10


Natural gas is the backbone of U.S. electricity supply in the AI era. Host Llewellyn King traveled to Rockwall, Texas, located in an exceptionally fast-growing area east of Dallas, to interview David Naylor, president and CEO of Rayburn Electric Cooperative, and other executives, and tour the utility's gas-fired power plant.

Real Talk
Senator Charles Adler: Canadian Common Sense™

Real Talk

Play Episode Listen Later May 29, 2026 108:15


Premiers in BC, Manitoba, and Ontario are calling out Alberta's Danielle Smith. The Americans can't believe Canadians aren't buying their booze. And legendary NHL playoff performer Claude Lemieux is dead by suicide days after carrying the torch at a Habs home game. We get into it all with Emmy Award-winning talk show legend Senator Charles Adler (6:30) in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:08:30 | Real Talkers have their say about Alberta separation and Canada-U.S. relations in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:19:30 | Jespo raves about a tasting meal at RGE RD, a collab with hip hop artist  @blvcksvm . CHECK OUT THE RGE RD MUSIC VIDEO: https://youtu.be/FAjb2ruk1SM?si=zHcAF6pGco1on9SO 1:34:30 | We've got red hot takes on Alberta separation from Jesse, Geoff, Anna Banana, Alberta Maverick, Peaches, Chris, Colin, Alex, AJ, and a heart-wrenching appeal from Brendon in The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park. SUPPORT NIKKI'S GOFUNDME: https://www.gofundme.com/f/helping-nikki-access-lifesaving-treatment FIRE UP YOUR FLAMETHROWER: talk@ryanjespersen.com WHEN YOU VISIT THE DQs IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, or BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU! REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

Rorshok Argentina Update
ARGENTINA: Ending Natural Gas Benefits & more – 28th May 2026

Rorshok Argentina Update

Play Episode Listen Later May 29, 2026 10:32 Transcription Available


Plummeting foreign direct investment, rolling back gas subsidies, an IMF cash injection, an alarming study on childhood malnutrition, a controversial AI system, child support evaders barred from the World Cup, a ten-thousand-mile bicycle odyssey and much more.Thanks for tuning in!Let us know what you think and what we can improve on by emailing us at info@rorshok.com Like what you hear? Subscribe, share, and tell your buds.After two decades, Mercosur is finally looking beyond South America by Juan Marcos Polliohttps://buenosairesherald.com/politics/after-two-decades-mercosur-is-finally-looking-beyond-south-americaTHE DALLAS MORNING NEWS: Pedaling to Messi: Three friends bike from Argentina to U.S. for World Cup dreamhttps://www.dallasnews.com/sports/other-sports/article/argentina-fans-lionel-messi-2026-world-cup-22261169.phpCheck out our new t-shirts: https://rorshok.store/We want to get to know you! Please fill in this mini-survey: https://forms.gle/NV3h5jN13cRDp2r66Wanna avoid ads and help us financially? Follow the link: https://bit.ly/rorshok-donate

NGI's Hub & Flow
The Hormuz Paradox: Will Higher Crude Oil Output Crush US Natural Gas Prices?

NGI's Hub & Flow

Play Episode Listen Later May 28, 2026 20:55


The global energy market has entered a period of stark contrasts: a sudden structural deficit in global crude oil on one side, and a looming wall of associated US natural gas production on the other. As the closure of the Strait of Hormuz takes a massive chunk of global supply offline, the turmoil is forcing a geopolitical risk premium back into crude prices, leaving US natural gas producers bracing for a summer of unexpected headwinds. In this episode of Hub & Flow, NGI Senior Vice President of Research & Analysis Patrick Rau discusses the seismic shifts reshaping the energy landscape following first quarter earnings calls. The conversation dives into why a bullish $70/bbl crude market could spell trouble for Henry Hub via a surge in associated gas, and how US LNG is racing to fill the global void left by a squeezed Qatar. Rau also explains why the market might be fundamentally misunderstanding the role of data centers by looking only at power demand while ignoring the massive efficiency gains coming to the supply side.

Real Talk
Alberta Voices Urge “Lead Not Leave”

Real Talk

Play Episode Listen Later May 28, 2026 113:13


Prominent Alberta business, political, and community leaders may not agree on everything - but they agree on the most important thing - and that's Alberta's future in Canada. "Lead Not Leave" co-founders Peggy Garrity, Travis Toews, and Ken Boessenkool present the evidence for a stronger Alberta IN Canada in our feature interview (6:00) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, BUT YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. 44:30 | Enough with the purity tests. Jespo has a challenge for all of us over the next five months.  TELL US WHAT YOU THINK: talk@ryanjespersen.com 58:00 | Alberta's biggest oil and gas players are gathered south of Edmonton this week at the Nisku Energy Show. Fresh off hosting opening day, Jespo highlights the NES as an Alberta Win in our weekly feature presented by Play Alberta. CHECK OUT THIS EXCLUSIVE PLAY ALBERTA OFFER: https://try.playalberta.ca/lp/realtalk/ PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. VISIT playalberta.ca/realtalk TO LEARN MORE. MUST BE 18+ TO PLAY. IF YOU GAMBLE, USE YOUR GAMESENSE. 1:01:00 | Women's emergency shelters in rural Alberta are already struggling to keep their doors open, and funding cuts just announced by the province are making matters worse. Alberta Council of Women's Shelters executive director Cat Champagne says it's literally a matter of life and death for women and children escaping unsafe situations. SUPPORT ACWS. CONTACT YOUR ELECTED OFFICIALS: https://acws.ca/ 1:26:30 | Jespo and Johnny see what Real Talkers have to say in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

Real Talk
The Right Response to Separation

Real Talk

Play Episode Listen Later May 27, 2026 79:30


It may be too late to stamp out separatist sentiment in Alberta, but we don't have to fan the flames. Guest host Supriya Dwivedi hashes it out with strategist Zain Velji, commentator Rachel Gilmore, and Lead Not Leave co-founder Jen Gerson in feature interviews presented by Mercedes-Benz Edmonton West. MBEW: https://www.mercedes-benz-edmontonwest.ca/ THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. TELL US WHAT YOU THINK: talk@ryanjespersen.com REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

internet real talk separation ranch electricity helm natural gas right response rachel gilmore to play jen gerson tell us what you think supriya dwivedi
Real Talk
Energy is Canada's Global Superpower: Dr. David Knight Legg

Real Talk

Play Episode Listen Later May 26, 2026 115:48


Canada is at a "strategic crossroads" as an energy superpower, says Dr. David Knight Legg. The former principal advisor to Premier Jason Kenney argues Canada is perfectly positioned to meet Chinese demand. We discuss investment implications of Alberta separation talk in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, BUT YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:00:00 | Jespo and Johnny debrief after the DKL interview, and see what Real Talkers have to say in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:07:00 | Hidden gem alert! We feature the award-winning Jasper Planetarium in this edition of #MyJasper Memories proudly presented by Tourism Jasper. BOOK YOUR JASPER PLANETARIUM VISIT: https://jasperplanetarium.com/ EXPLORE JASPER: https://www.jasper.travel/ 1:10:45 | We look across the country for takes on Alberta separation, including B.C. premier David Eby, Conservative MP Michelle Rempel Garner, and BQ house leader Christine Normandeau. Plus, could municipalities "separate" from their province? The Real Talk Rumour Mill™ is on it.  1:40:30 | Max Fawcett kicked a hornets' nest with his comments on federal media subsidies on May 19. Ryan highlights replies from Blacklock's Reporter publisher Holly Doan, former CRTC vice-chair Peter Menzies, and the "food professor" Dr. Sylvain Charlebois.  REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

Energy News Beat Podcast
The Global Oil and Gas Markets - The Commodities Super Cycle and Return to Tangibles

Energy News Beat Podcast

Play Episode Listen Later May 26, 2026 60:39


Wasif Latif, Co-Founder, President & Chief Investment Officer, Sarmaya Partners, stopped by the Energy News Beat Podcast again. This time, we covered the current events on the Strait of Hormuz and the impact of the Iranian war. It does not look like they will be going away quietly into the night and will want to cause damage to the global markets, as they were caught mining the Strait this weekend. We highly recommend following Wasif on his LinkedIn https://www.linkedin.com/in/wasiflatif/, and check out Sarmaya Partners https://sarmayapartners.com/1. The Return to Tangibles & Commodity Super CycleThe podcast opens with the central theme that the world is returning to tangible assets—commodities, real assets, and energy. Wasif Latif argues this is a multi-year secular trend that began in 2021, driven by inflationary pressures and geopolitical events. He believes we're in the early innings of a commodity super cycle that will last several years.2. Geopolitical Impact on Oil MarketsA major focus is the closure of the Strait of Hormuz and its cascading effects on global oil supply. The hosts discuss how this disruption has taken 10-20% of global oil supply offline, creating supply shocks similar to the 1970s. They explore how this affects different regions differently—the U.S. is relatively insulated (only 2% of oil comes from the Strait), while Asia faces acute challenges.3. Oil Supply & Demand ImbalanceThe podcast emphasizes that global oil demand continues to rise as developing nations grow economically, but investment in new oil exploration and production has stalled. They cite a $1-3 trillion shortfall in exploration spending needed to meet future demand. Oil prices may need to reach $100+ per barrel to justify new investment.4. U.S. Energy Independence & Refining CapacityDiscussion of America's shale revolution and recent developments like the new refinery in Brownsville, Texas (coming 2027) designed to process light sweet crude. The U.S. has increased production from 8 to 13 million barrels per day over a decade, but refining capacity remains a constraint.5. Stagflation Risk (1970s Scenario)The hosts warn of a potential stagflationary environment—where the economy stagnates while inflation remains high. They compare current inflation trends to the 1970s, noting that recent CPI and PPI data show concerning spikes. Unlike the 1970s, gas lines are unlikely due to improved energy efficiency, but widespread price increases across goods are expected.6. Strategic Petroleum Reserve (SPR) ReleasesDiscussion of coordinated global SPR releases as a stopgap measure to dampen oil prices. However, these are temporary solutions that buy time but don't provide permanent protection. The hosts note that countries like Japan, Korea, and India will likely rebuild their SPRs, creating additional future demand.7. Natural Gas as a Bridge Energy SourceNatural gas is positioned as a key transitional energy source, especially for data centers and AI infrastructure seeking low-carbon alternatives. The podcast explores how U.S. natural gas prices could converge with global prices as LNG export capacity expands, similar to how Brent and WTI oil prices have converged.8. Coal's Role in the Global Energy MixWhile Western nations have reduced coal usage, China and India continue heavy reliance on it as part of an "all-of-the-above" energy strategy. Germany's energy policy mistakes (shutting nuclear and coal, relying on Russian gas) are highlighted as a cautionary tale.9. Gold as Inflation Hedge & Currency ProtectionGold is analyzed as a beneficiary of both geopolitical tensions and sovereign debt pressures. The podcast argues that governments facing high debt levels will choose to protect bond markets over currencies, leading to currency depreciation and gold appreciation. Historical comparisons show gold's current bull market is still in early innings.10. The Yen Carry Trade & Financial Stability RiskDiscussion of Japan's bond market challenges and the "widow maker" trade. The hosts warn that if the Bank of Japan raises rates to combat inflation, it could trigger a yen appreciation that unwinds the massive yen carry trade, potentially causing a global equity market selloff.11. Silver's Dual Role: Precious & Industrial MetalSilver is highlighted as both a precious metal and critical industrial commodity for chips, solar panels, and AI infrastructure. Physical demand for silver is outpacing supply, with industrial companies now procuring directly from mining companies, suggesting the physical market will eventually drive prices higher.12. Geopolitical Negotiations & Market ImplicationsThe podcast discusses ongoing negotiations between the U.S., China, and Iran regarding the Strait of Hormuz. President Xi's statement about wanting the strait open without tolls is seen as positive. The hosts note that equity markets are already pricing in a resolution, suggesting the war is "over" from a market perspective.Key Takeaway:The overarching narrative is that we're entering a new era where physical commodities and real assets will outperform financial assets due to geopolitical tensions, supply constraints, inflation, and sovereign debt pressures—a return to the dynamics of the 1970s, but without the gas lines.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Real Talk
Premiers Clash Over Alberta Separatism

Real Talk

Play Episode Listen Later May 25, 2026 106:38


Premiers in B.C. and Ontario are calling out their colleague in Alberta for her "bad behaviour". This, as Western premiers gather in Kananaskis for their annual meeting on trade, the economy, energy security, defence and nation-building projects. Supriya Dwivedi digs into public statements from David Eby and Doug Ford in our feature interview presented by Mercedes-Benz Edmonton West (4:00). THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ 1:03:00 | U.S. Ambassador to Canada Pete Hoekstra says Americans are "disappointed and frustrated" at the lack of progress in trade talks between the two countries. Supriya lays out the political ramifications of fruitless negotiations (to this point). TELL US WHAT YOU THINK: talk@ryanjespersen.com 1:13:00 | Jespo and Johnny see what Real Talkers are saying in our Live Chat powered by Park Power. We get into the Vegas Golden Knights' domination of the Western Conference Final, and remember NASCAR legend Kyle Busch, dead at 41.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk 1:41:10 | The Ben Stelter School Fundraiser is Canada's largest multi-school, student-led fundraiser, having generated more than $287,000 last year alone. They're rallying support for the Ben Stelter Centre for Proton Therapy and Neuroscience, Canada's first proton therapy centre slated to open in Edmonton in 2028. We feature this remarkable initiative in Positive Reflections presented by Kuby Energy. SIGN UP YOUR SCHOOL: https://benstelterschoolfundraiser.com/ GET A FREE SOLAR QUOTE: https://kuby.ca/ REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: https://try.playalberta.ca/lp/realtalk/ MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

Energy News Beat Podcast
Jamie Dimond gives a warning on the markets, and we are waiting on the Strait of Hormuz deal or not.

Energy News Beat Podcast

Play Episode Listen Later May 24, 2026 31:20


We cover 9 huge stories today. We would like to take a moment to wish all of our great Veterans a Happy Memorial Day, who gave their all so we could be free. Getting to spend time with my 91-year-old Vietnam Vet Dad, who was the only one who came back from Vietnam from College his friends, is very much appreciated, and it helps me be more grateful for the currently deployed great members of our military.Make no mistake - if the deal is done without the Venezuelan-style controls in place, it just means that the IRGC will be back again like a bad dream or an ex-wife.1. Iran Nuclear Deal & Strait of HormuzThe podcast opens with discussion of potential negotiations between the US and Iran regarding the Strait of Hormuz. Key points include:President Trump's efforts to broker a deal that could reopen the strait for 30-60 daysConcerns about financial controls over Iranian oil to prevent funding of proxy fightersThe IRGC's establishment of the Persian Gulf Strait Authority and their territorial claimsLNG tankers turning off transponders and navigating around the strait2. US LNG Exports & Natural Gas DemandExtensive coverage of America's energy export capabilities:The US is now the world's top LNG exporter with 11.9-14.9 BCF per day in 2024-2025Projections show exports doubling to 30 BCF per day by 2050Major projects like Cheniere Energy's Corpus Christi expansionThe technology that shrinks natural gas molecules 600 times for transport3. AI in Oil & Gas IndustryDiscussion of AI's transformative potential:AI could unlock $500 billion for oil and gas producers by 2030Emphasis on the need for accountability, validation, and explainability in AI implementationReal-world example: ADNOC reported $500 million in AI-driven revenueThe importance of data orchestration and legacy system integration4. Germany's Energy Crisis & DeindustrializationCritical analysis of Germany's net-zero policies:Germany's decision to shut down nuclear and coal plants has backfiredReal GDP contracted 3% in 2023 and 2% in 2024Volkswagen considering closing three German plants with 30,000+ layoffsComparison to similar policies in California and New York5. Ukraine War & Russian Oil InfrastructureBrief coverage of ongoing conflict impacts:Russian Black Sea oil port attacked by dronesDiscussion of the need to end the Ukraine warCalls for Ukrainian leadership change6. Jamie Dimon's Economic WarningsDiscussion of JPMorgan CEO's concerns:$5-6 trillion in leveraged corporate debt facing refinancing challengesParallels drawn to 2005-2007 financial crisisConcerns about equity values and market stressCommentary on the Federal Reserve's role and structure7. Jones Act & US ShippingDiscussion of maritime policy:Jones Act waiver creating opportunities for foreign tankersNeed for US-built tankers and shipyardsCritique of relying on foreign solutions to domestic energy crises8. Permian Basin ActivityCoverage of oil and gas M&A activity:Deal-making surge in the Delaware BasinDevon Energy's major acquisition of undeveloped acresImportance of oil and gas royalties for local communities9. Stock Analysis & Market TrendsTechnical analysis of energy sector stocks including:Nano Nuclear Energy (NNE)Devon EnergyCheniere EnergyChevronLiberty EnergyExxon MobilThe podcast emphasizes energy independence, the importance of reliable energy sources, and skepticism toward certain net-zero policies while advocating for balanced energy solutions.1.Good News but not Final News on the Iran War and Re-opening of the Strait of Hormuz2.QatarEnergy's Third LNG Tanker Exits the Strait of Hormuz Amid Fragile Diplomacy and Iranian Oversight3.What Does the Demand for Natural Gas and LNG Look Like for the Next 20 Years?4.AI Could Unlock $500 Billion for Oil and Gas Producers by 2030 — But Only with Accountability5.WSJ Writes – If the Road to Economic Hell is paved with Good Intentions, don't expect to see German Cars driving on it6.Russia's Key Black Sea Oil Port on Fire After Drone Attack: Grushovaya Terminal Hit in Latest Ukrainian Strike7.Jamie Dimon Warns of Serious Risks: US Economic Vulnerabilities, Fed Rates, Debt Refinancing Crunch, and Real Estate Implications8.The Jones Act Waiver has Turned Into a Boon for California at Our Nation's Expense9.There's a Party Going on in the Permian Delaware – Reese Energy ConsultingCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Real Talk
Smith Calls Referendum on Referendum

Real Talk

Play Episode Listen Later May 22, 2026 100:57


"Referendumb and Referendumber" is how Real Talker "Noob" describes Premier Danielle Smith's plan to ask Albertans whether or not they want to be asked about the province's future in Canada. That's right - on October 19th, Albertans will vote on a referendum question asking if Alberta should hold a referendum on separating from Canada. To try to make sense of it all, we reconvene our Real Talk Group Chat Round Table with Katherine O'Neill, Sarah Hamilton, and Jarrett Campbell in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, BUT YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:05:30 | Have you thought much about how AI impacts creatives? Canada's arts and culture sector contributed $65 billion in direct GDP to the Canadian economy in 2024. Over the past three years, GDP stemming from the arts and culture sector has grown 8%, outpacing Canada's overall economic growth of 4%. Journalist Anne Shibata Casselman joins on the heels of Canada's first National Summit for AI and Culture in Banff and the Upper Bound AI conference in Edmonton.  MORE on ANNE: https://www.annecasselman.com/ 1:31:15 | "The hypocrisy would be hilarious if it wasn't so embarrassing." It's an All-Referendum Edition of The Flamethrower, as Real Talkers Crystal, Wayne, Robert, Kyle, Sean, Randy, and Joan sound off.  FIRE UP YOUR FLAMETHROWER: talk@ryanjespersen.com  WHEN YOU VISIT THE DQs IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, or BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU!  REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ GET A $50 CASINO BONUS FROM PLAY ALBERTA: playalberta.ca/realtalk MUST BE 18+ TO PLAY. IF YOU GAMBLE, PLEASE USE YOUR GAMESENSE FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

The John Batchelor Show
S8 Ep905: Simon Constable describes an idyllic spring in France before pivoting to alarming price increases for diesel, electricity, and natural gas. He warns that inflation is barreling through global economies as an "unleaded tax." (13/16)

The John Batchelor Show

Play Episode Listen Later May 21, 2026 9:59


Simon Constable describes an idyllic spring in France before pivoting to alarming price increases for diesel, electricity, and natural gas. He warns that inflation is barreling through global economies as an "unleaded tax." (13/16)1900 HAILEY ID

Real Talk
UCP Sparks Chaos Over Separation Referendum

Real Talk

Play Episode Listen Later May 21, 2026 114:43


Fireworks at the Alberta Legislature as the UCP sends out a press release announcing a committee decision on an independence referendum...before the vote's even been held. The debacle (intentional or otherwise) has Opposition critics and everyday Albertans crying foul. NDP deputy leader Rakhi Pancholi was in the room as the drama unfolded. She takes us behind the scenes in our feature interview (4:30) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. MBEW: https://www.mercedes-benz-edmontonwes... TELL US WHAT YOU THINK: talk@ryanjespersen.com  31:45 | Looking for fire and spice? Look no further than this back-and-forth between Jespo and Erika Barootes, founding president of the UCP and host of The Erika Barootes Show. Do you agree or disagree with Jespo about the "send a message" crowd? Send us an email: talk@ryanjespersen.com SUBSCRIBE TO ERIKA'S NEW SHOW: https://open.spotify.com/show/7tZt0T10xZZ4VoKKHDRfj8 1:12:20 | Is there a world where an Alberta Pension Plan makes sense? Marshall McAlister from North Road Investment Counsel brings the facts on the Canada Pension Plan and what an APP would mean for your retirement. CONNECT with NORTH ROAD INVESTMENT COUNSEL: https://www.northroadic.com/ 1:32:20 | Jespo and Johnny debrief after a spirited start to the show, and dip into our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:47:00 | Vote for Sonny! We celebrate the remarkable achievements of Sonny Sekhon, nominee for the NHL's prestigious Willie O'Ree Community Hero Award in this edition of Alberta Wins presented by Play Alberta.  VOTE FOR SONNY: https://www.nhl.com/community/willie-oree/willie-oree-community-hero-award CHECK OUT THIS EXCLUSIVE PLAY ALBERTA OFFER: https://try.playalberta.ca/lp/realtalk/ PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. VISIT playalberta.ca/realtalk TO LEARN MORE. MUST BE 18+ TO PLAY. IF YOU GAMBLE, USE YOUR GAMESENSE. REGISTRATION IS OPEN FOR THE REAL TALK GOLF CLASSIC on JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-ta... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

Real Talk
Arlene Dickinson on Alberta Separation

Real Talk

Play Episode Listen Later May 20, 2026 97:13


Arlene Dickinson is one of Canada's best-known entrepreneurs and investors, widely recognized from her 15-year run on Dragon's Den. Born in South Africa and raised in Calgary, Dickinson isn't shy about defending the country she loves. She brings her trademark candour on Alberta separation, Premier Danielle Smith, and U.S. President Donald Trump in our feature interview (3:45) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. LOOK FOR HANSEN'S BRAND NEW "DISTILLED BY HER" GIN, WITH A PORTION OF PROCEEDS BENEFITING WIN HOUSE. VISIT https://hansendistillery.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ 33:30 |  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 43:00 | Real Talker Rachelle reports from Marmot Basin, we've got a scoop on the world's first electric ice explorer, and Jespo shares his favourite rainy day Jasper activities in a Spring edition of #MyJasper Memories presented by our friends at Tourism Jasper. BOOK YOUR JASPER ADVENTURE: https://www.jasper.travel/ 50:00 | Jespo and Johnny debrief after the Dickinson interview. Real Talkers Ave and MC share personal thoughts on the voter list data breach and electoral boundary changes.   TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:26:30 | May 29 is a Day of Action in Alberta. Have you seen the latest episode of Worker Agenda? CHECK IT OUT: https://rtrj.info/0526WA4 1:34:00 | We've got exciting news about the Real Talk Golf Classic! REGISTER YOUR FOURSOME for JUNE 18 at THE RANCH: https://www.ryanjespersen.com/real-talk-golf-classic REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ SUPPORT INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://www.apffpa.ca/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch SHOPPING FOR LUXURY CASUAL WEAR OR A CUSTOM SUIT? SAVE 10% ONLINE WITH PROMO CODE REALTALK: https://thehelmclothing.com/ 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.

Tortoise QuickTake Podcasts
What AI Buildout Could Really Look Like for Portfolios - 05.18.2026

Tortoise QuickTake Podcasts

Play Episode Listen Later May 18, 2026 11:20


Here's what you'll learn: Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity What's supporting the AI infrastructure buildout: How we're seeing increased capital being spent across energy and technology How it all affects investors: And why energy infrastructure may remain a long-term strategic opportunity Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

Marketplace All-in-One
A surge in natural gas exports

Marketplace All-in-One

Play Episode Listen Later May 15, 2026 6:45


"LNG is the next growth story of the next decade," says Kent Britton, CEO of the Port of Corpus Christi. Liquefied natural gas exports are expected to grow 30% in the U.S. in the next year and a half. That growth is driven mostly by new and expanding LNG export projects along the Gulf Coast. What does it mean for the global energy market and coastal economies? But first: inflation, imports, and U.S.-China trade deals.

Marketplace Morning Report
A surge in natural gas exports

Marketplace Morning Report

Play Episode Listen Later May 15, 2026 6:45


"LNG is the next growth story of the next decade," says Kent Britton, CEO of the Port of Corpus Christi. Liquefied natural gas exports are expected to grow 30% in the U.S. in the next year and a half. That growth is driven mostly by new and expanding LNG export projects along the Gulf Coast. What does it mean for the global energy market and coastal economies? But first: inflation, imports, and U.S.-China trade deals.

The Options Insider Radio Network
TWIFO 497: Upside Continues in Equities, Crude and Copper

The Options Insider Radio Network

Play Episode Listen Later May 15, 2026 46:03


The markets are seeing a sea of green this week, and the bulls are showing no signs of slowing down. Host Mark Longo is joined by Scott Bauer of Prosper Trading Academy to break down a "meteoric" rally in the S&P 500 and a surprising surge in commodities that's defying the traditional geopolitical playbook. In this episode, we dive into: Equities Spotlight: The S&P 500 breaks through the psychological 7500 barrier. Scott explains why this is one of the "most hated rallies" in memory and how he's using Iron Condors to navigate high volatility. Energy Update: Crude oil (WTI) threatens the par strike once again. We analyze the narrowing volatility gap between Crude and Natural Gas and what the July 80 puts tell us about market sentiment. Metals Movers: Copper is stealing the spotlight from Silver, threatening all-time highs. We break down the massive vertical spreads hitting the tape in the September contracts. Agricultural Surprises: Why conflict in the Middle East led to an unexpected 11% explosion in SRW Wheat. Zero-Day Madness: A look at the "insatiable appetite" for 0DTE options and why traders are paying a nickel for outlandish strikes. Get the Data: Follow along with the reports featured in this episode at cmegroup.com/twifo .

This Week in Futures Options
TWIFO 497: Upside Continues in Equities, Crude and Copper

This Week in Futures Options

Play Episode Listen Later May 15, 2026 46:03


The markets are seeing a sea of green this week, and the bulls are showing no signs of slowing down. Host Mark Longo is joined by Scott Bauer of Prosper Trading Academy to break down a "meteoric" rally in the S&P 500 and a surprising surge in commodities that's defying the traditional geopolitical playbook. In this episode, we dive into: Equities Spotlight: The S&P 500 breaks through the psychological 7500 barrier. Scott explains why this is one of the "most hated rallies" in memory and how he's using Iron Condors to navigate high volatility. Energy Update: Crude oil (WTI) threatens the par strike once again. We analyze the narrowing volatility gap between Crude and Natural Gas and what the July 80 puts tell us about market sentiment. Metals Movers: Copper is stealing the spotlight from Silver, threatening all-time highs. We break down the massive vertical spreads hitting the tape in the September contracts. Agricultural Surprises: Why conflict in the Middle East led to an unexpected 11% explosion in SRW Wheat. Zero-Day Madness: A look at the "insatiable appetite" for 0DTE options and why traders are paying a nickel for outlandish strikes. Get the Data: Follow along with the reports featured in this episode at cmegroup.com/twifo .

Pipeliners Podcast
Episode 440: Natural Gas Leak Detection Technology with Brad Thomas

Pipeliners Podcast

Play Episode Listen Later May 12, 2026 13:49


In this episode of the Pipeliners Podcast, Russel Treat speaks with Brad Thomas of Heath Consultants about the evolution of natural gas leak detection technology and the operational realities of leak survey work. The conversation explores how the industry is moving from traditional combustible gas indicators toward advanced laser-based methane detection systems, along with the training and operational challenges that come with adopting new technologies. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.

The Right Side with Doug Billings
The True American Reset – Replacing the Globalists' Failed Vision with American Abundance

The Right Side with Doug Billings

Play Episode Listen Later May 6, 2026 12:30 Transcription Available


Ladies & Gentlemen, on this special edition of The Right Side, Doug Billings reveals the big-picture story the mainstream media refuses to tell: President Trump is deliberately executing the true American Great Reset — the direct opposite of the globalists' dystopian “Great Reset” pushed by Klaus Schwab, Yuval Noah Harari, Al Gore, King Charles, and the World Economic Forum.This episode breaks down how Trump's strategy of energy abundance, national sovereignty, and industrial revival is replacing the globalist agenda of scarcity, control, and “own nothing and be happy.” From record U.S. oil production exceeding Saudi Arabia and Russia combined, to the rebirth of the American System championed by Hamilton, Lincoln, and McKinley, Doug shows why American families are already winning with lower energy costs, stronger jobs, and renewed prosperity.You'll hear the historical perspective, the pocketbook victories, and the hopeful conservative vision that proves America is once again leading the world in freedom and opportunity.If you want analysis you can't get anywhere else, this is the episode for you.Subscribe, share, and stay on The Right Side — because the republic is fighting back!#America #GreatReset #Trump #EnergyDominance #WEF #KlausSchwab #DougBillings #USA #MAGA #fyp #TheRightSide #ConservativePodcast #PatriotPodcastSupport the show

The HC Insider Podcast
Commodity Trading's Bumper Q1 with Archie Hunter

The HC Insider Podcast

Play Episode Listen Later May 5, 2026 38:22


Today we have Archie Hunter, journalist at Bloomberg who covers commodities, joining the show to get his take on current events, as well as the recent FT Global Commodities Summit, and compare notes on the key trends that we're seeing. How the current volatility is driving trading house earnings and how too much volatility might cause some challenges but certainly is driving continued consolidation in the sector and why good times for them is not good times for our wallets. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

The Laura Flanders Show
[Episode Cut] Special Report: Petrochemical Boom Threatens Communities Already Battered by Katrina

The Laura Flanders Show

Play Episode Listen Later Apr 29, 2026 28:45


Synopsis: Two decades after Hurricane Katrina ravaged Louisiana, the state is now facing a new kind of storm: the rapid expansion of liquified natural gas facilities that are displacing residents and polluting minority communities. This show is made possible by you! To become a sustaining member go to LauraFlanders.org/donate Description: Hurricane Katrina was one of the deadliest hurricanes ever to strike the United States, killing 1,833 people, displacing hundreds of thousands more and causing more than $100 billion in damage. Louisianans wanted change and climate action, but 20 years on, a state ravaged by climate disasters is now ground zero for a whole new kind of storm: liquified natural gas facilities. The Trump administration okayed several new LNG plants on the Gulf this year, but residents are still picking up the pieces after the first LNG plants entered their neighborhood under Democratic administrations. In this episode, Laura speaks to Louisianans whose lives have been turned upside down by the expansion of LNG exports, and an expert who says minority communities benefit little from the jobs in the petrochemical facilities that surround them, yet suffer disproportionate pollution effects. Their message? Climate refugees exist in the U.S., and there will be more: “Wake up, open your eyes!” “[I'm a] climate refugee, more than once . . . I'm no scientist, but I'm more of an expert than the experts. Living it's a whole different ball game.” - Travis Dardar “[Companies] demand big tax incentives to come here . . . We are last in transportation, last in healthcare, last in education . . . We're almost last in every measurable area because we give tax breaks to the big oil companies and petrochemical companies.” - General Russel L. Honoré “Donald Trump doesn't live next to an oil refinery and he never will.” - Kimberly Terrell Guests: •  Travis Dardar: Commercial Fisherman; Founder, Fishermen Interested In Saving our Heritage (FISH) •  General Russel L. Honoré: Decorated 37-Year Army Veteran; Commander, Joint Task Force Katrina; Founder, GreenARMY •  Kimberly Terrell: Visiting Scientist, Center for Applied Environmental Science (CAES); Former Research Scientist & Director, Community Engagement, Tulane Environmental Law Clinic Additional Crew: for this special report includes Dan T. Peters of Dan T. Peters Media and Calvin Blue Jr..  Special Thanks:  Gina Kim and Anne Rolfes Music credits: Jagged and Thrum of Soil by Blue Dot Sessions and original sound design by Jeannie Hopper   Watch the episode released on YouTube August 1st, 5pm ET; PBS World Channel August 3rd, and on over 300 public stations across the country (check your listings, or search here via zipcode). Listen: Episode airing on community radio (check here to see if your station airs the show) & available as a podcast August 6th. Full Episode Notes are located HERE. -Related Podcast:  Uncut Conversation with General Russel L. Honoré: Decorated 37-Year Army Veteran; Commander, Joint Task Force Katrina; Founder, GreenARMY   RESOURCES: Related Laura Flanders Show Episodes: •  Colette Pichon Battle on Climate Justice Reparations- Watch / Listen:  Episode, Full Conversation •  BIPOC Media Answers the Call: Community Action After Hurricane Helene- Watch / Listen:  Episode, Full Conversation •  Before the Ground Runs Dry: BIPOC Media on the US Water Crisis: Watch / Listen:  Episode Related Articles and Resources: • "Immunity for oil & gas companies are on the horizon if HB804 becomes law in Louisiana:" -  A new bill from State Rep. Geymann would restrict nearly any claims for damages caused by emissions. Environmental reporter Emily Sanders from ExxonKnews explains what's in the bill." by Carolyne Heldman, Behind the Lens Podcast • War in Iran increases demand for U.S. liquified natural gas providers, by Drew Hawkins, March 13, 2026, Morning Edition - NPR  •  Fishfolk are on the frontlines of the gas export boom, Venture Global's Calcasieu Pass 2, or CP2, threatens the way of life on Louisiana's Gulf Coast, January 25, 2025, Southern Environmental Law Center •  The Biden Administration's Next Big Climate Decision.  The liquefied-natural-gas-buildout-and fossil-fuel exports-challenge progress on global warming.  September 22, 2023,  By Bill McKibben, October 31, 2023, The New Yorker •  Pervasive racial and ethnic disparities in the U.S. petrochemical workforce, by Kimberly Terrell, Gianna St. Julien, Michael Ash, September 2025 Science Direct Laura Flanders and Friends Crew: Laura Flanders-Executive Producer, Writer; Sabrina Artel-Supervising Producer; Jeremiah Cothren-Senior Producer; Veronica Delgado-Video Editor, Janet Hernandez-Communications Director; Jeannie Hopper-Audio Director, Podcast & Radio Producer, Audio Editor, Sound Design, Narrator; Sarah Miller-Development Director, Nat Needham-Editor, Graphic Design emeritus; David Neuman-Senior Video Editor, and Rory O'Conner-Senior Consulting Producer. FOLLOW Laura Flanders and FriendsInstagram: https://www.instagram.com/lauraflandersandfriends/Blueky: https://bsky.app/profile/lfandfriends.bsky.socialFacebook: https://www.facebook.com/LauraFlandersAndFriends/Tiktok: https://www.tiktok.com/@lauraflandersandfriendsYouTube: https://www.youtube.com/channel/UCFLRxVeYcB1H7DbuYZQG-lgLinkedin: https://www.linkedin.com/company/lauraflandersandfriendsPatreon: https://www.patreon.com/lauraflandersandfriendsACCESSIBILITY - The broadcast edition of this episode is available with closed captioned by clicking here for our YouTube Channel