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Simon Constable notes European energy prices are skyrocketing, with Brent crude hitting $95 and natural gas up 47% in a single month. In France, a heatwave and suspicious forest fires have added environmental stress to the economic crisis. A political movement in the U.S. is targeting data centers for their high energy consumption, which now exceeds 4% of usage. Surprisingly, the United Kingdom hosts the second-highest number of data centers globally, despite its historical association with "Luddite" skepticism. (13)DECEMBER 1931
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of the market doesn't share. Starting in 2028, AI data centers and LNG exports will need more gas than the country can produce and deliver. By his math, the US could exhaust its working natural gas storage by 2030. In his words, the upside risk to prices becomes unbounded and convex. We talk about why this was set in motion long before AI arrived, why the US can't just turn off exports, who wins and loses among producers, nuclear, solar, and the hyperscalers, and what he sees as the only long-term solution. Please enjoy my conversation with Matthew Smith. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- In June, Matthew wrote a letter to a small group of confidants laying out the full case behind his natural gas forecast. He has allowed us to publish it. You can read the full letter here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:02) Episode Intro: Matt Smith (00:03:33) The Conclusion After 18 Months (00:04:56) The Die Was Cast Before AI (00:07:24) Sizing AI's Gas Demand (00:09:33) Why Not Just Stop Exporting? (00:11:38) Is the Gas Even There? (00:13:53) The Timing Problem, Not Supply (00:15:15) Flow Versus Stock (00:19:10) What Slows Gas to Market (00:22:21) If Nothing Changes by 2030 (00:26:11) Could Prices Hit Twenty Dollars? (00:27:00) Gas Producers Poised to Win (00:28:54) Utility-Scale Solar's Windfall (00:30:08) What About Nuclear? (00:32:40) SMRs (00:34:29) The US Consumer Pays (00:36:37) Turbine Makers Building Too Late (00:37:57) Are Hyperscalers Exposed Too? (00:44:25) Kickstarting the Nuclear Build (00:46:20) Put Solar on Every Roof (00:46:52) Implications for the World (00:49:26) No One's Securing Supply (00:52:57) The Challenge for Energy CEOs
Canada's relationship with the United States is being tested like never before. Trade tensions, tariffs, defence spending, Arctic security, energy, and the rhetoric coming out of Washington, D.C. have left many Canadians asking what comes next. U.S. Ambassador to Canada Pete Hoekstra joins us for a wide-ranging conversation about the future of the Canada-U.S. relationship in an exclusive interview (1:30) presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. ROOTED IN PRAIRIE GRIT AND A REBELLIOUS SPIRIT, HANSEN IS KNOWN FOR AUTHENTIC, SMALL-BATCH WHISKY AND OTHER SPIRITS CRAFTED WITH LOCAL ALBERTA INGREDIENTS. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ 40:00 | Supriya Dwivedi joins Jespo to debrief after the Hoekstra interview. Real Talkers have their say in the Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/ TELL US WHAT YOU THINK: leave a comment below or email talk@ryanjespersen.com 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/ 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.
Simon Constable reports on extreme European temperatures and their impact on energy, noting major spikes in EU natural gas prices. He tracks shifting costs for wheat, corn, and copper. Additionally, he notes how Ukrainian drone strikes on Russian fertilizer plants could further disrupt global agriculture. (5)
Hate bike lanes? You'll love what the Alberta government just rolled out: a web portal for people to complain about the bike lanes they loathe the most. Transportation Minister Devin Dreeshen says the next step will be legislation allowing the province to intervene in municipal decisions on bike lanes and other transportation planning. Whatever happened to government staying in its lane? THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND 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/. 1:30 | Jespo leads off with a few thoughts on the bike lane snitch line, and Real Talkers have their say in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/ TELL US WHAT YOU THINK: leave a comment below or email talk@ryanjespersen.com 45:00 | YOUCAN's RELENTLESS program provides life saving supports for youth aged 12-17 navigating trauma, abuse, chronic housing and food insecurity, and other huge challenges. Recent funding cuts are putting the program at risk, and the consequences could be dire. RELENTLESS outreach workers Masoka Ekangyela, Jon Bennett, and Paul Matras get into it in our feature interview presented by Mercedes-Benz Edmonton West. SUPPORT YOUCAN's RELENTLESS PROGRAM: https://www.youcan.ca/ Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West: https://www.mercedes-benz-edmontonwest.ca/ 1:29:00 | Janice and David say the UCP needs to stay in its lane on bike infrastructure; Robert backs anti-SLAPP legislation in Alberta; Gerald says Meta's $13B data centre could come with a cost nobody's talking about. It's The Flamethrower proudly presented by the DQs in Northwest Edmonton and Sherwood Park! THE NEXT TIME YOU VISIT DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU! 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/ 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.
Michael Bernstam discusses China's "colonial" economic relationship with Russia, demanding natural gas at heavily subsidized domestic rates. Capitalizing on Russian weakness, Beijing insists Russia fund its own pipelines while China signals a shift toward supporting Ukrainian territorial integrity, effectively throwing Putin "under the bus" to pressure the West. (1)
Check out the STACK for links from each show here: http://JustinBarclay.comNew gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeProtect what you've worked for… Kirk Elliott Precious Metals is my preferred partner - http://GoldWithJustin.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.comNo matter what's coming, you can be ready for your family and others. http://PrepareWithJustin.com #adFind Justin..Podcast: https://www.iheart.com/podcast/53-westmichiganlivewith-28276509/?keyid%5B0%5D=West%20Michigan%20Live%20with%20Justin%20Barclay&pname=podcast_profile&sc=widget_shareRumble: https://rumble.com/c/JustinBarclayLOCALS: https://justinbarclay.locals.comFacebook: https://www.facebook.com/MrJustinBarclayTwitter: https://twitter.com/mrjustinbarclayGettr: https://gettr.com/user/mrjustinbarclayTruth: https://truthsocial.com/@mrjustinbarclayInstagram: https://www.instagram.com/mrjustinbarclayTwitch: https://www.twitch.tv/mrjustinbarclayGab: https://gab.com/MrJustinBarclayTiktok: https://www.tiktok.com/@mrjustinbarclayBitchute: https://www.bitchute.com/channel/OvxYfTftZdRk/Brighteon: https://www.brighteon.com/channels/mrjustinbarclayClouthub: https://app.clouthub.com/#/onboarding/?redirect=%2Fusers%2Fu%2Fmrjustinbarclay%2FpostsSubstack: https://substack.com/profile/41993224-justin-barclayGet the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinHeartland Home Mortgage http://HHMLending.com
Read more from VPM News: Dominion Energy moves forward with plans for Cumberland natural gas plant Cooling resources for Central Virginia's latest heat wave Other links: American Red Cross of Virginia: Emergency Blood Shortage Legal challenge seeking to block Va.'s reproductive rights constitutional amendment dismissed (Virginia Mercury) Demolition begins on Mayo Island as city plans new park (Richmond Times-Dispatch)* Major Richmond apartment operator hit with multistate fair housing complaint (The Richmonder) Red Cross of Virginia urges blood donations as emergency shortage strains national supply (WRIC) Rotary Club places Imagination Library shipments on hold, cites funding shortfalls (29 News) *This outlet uses a paywall. Our award-winning work is made possible with your donations. Visit vpm.org/donate to support local journalism.
Demand for natural gas in Northeast and pipeline capacity out of Appalachia are poised to grow in the coming years, but will production follow suit? Even if market conditions improve, it's not a done deal. Today, we look at which producers are best positioned to grow if conditions warrant.
Are powerful interests using lawsuits to silence criticism? Investigative journalist Luke LeBrun joins Ryan (3:30) to explain why a broad coalition (including Real Talk's parent company Relay) is calling on Alberta to adopt anti-SLAPP legislation, and what it could mean for journalists, advocates, businesses, and everyday Albertans who speak out on issues of public interest. Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND 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... READ THE OPEN LETTER: https://caj.ca/journalists-academics-and-civil-society-groups-endorse-call-for-anti-slapp-legislation-to-protect-free-and-democratic-speech-in-alberta/ 44:00 | Real Talker Mark Dorin is staring down a $700,000 lawsuit after calling out an oil company on our show back in March. Jespo reads Mark's email to talk@ryanjespersen.com. MARK'S MARCH 18, 2026 INTERVIEW: https://rtrj.info/0318126MD SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.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/ 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.
Stay informed on current events, visit www.NaturalNews.com - Impact of Iran-U.S. Conflict on Natural Gas and Aluminum Production (0:10) - Downstream Effects on Phosphate Fertilizers and Oil Refining (3:00) - Helium Shortage and Its Implications for Technology and Healthcare (7:27) - Naphtha and Polyethylene Shortages (9:14) - Long-Term Consequences of the Conflict on Global Supply Chains (12:12) - Impact of Fertilizer Shortages on U.S. Agriculture (16:52) - Trump's Market Manipulation and Oil Prices (1:17:42) - Oil Price Projections and Market Reality (1:19:49) - Iran's Tolls and International Law (1:20:24) - Geopolitical Tensions and Economic Consequences (1:24:55) - Global Infrastructure Disruption and Human Costs (1:28:31) Watch more independent videos at http://www.brighteon.com/channel/hrreport ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:
Why are the futures markets acting so strange? In this episode of The Futures Rundown, host Mark Longo welcomes back Mr. Rich Excell, Director of the Derivatives and Trading Academy at the Gies College of Business (University of Illinois)—frequently dubbed the "Hogwarts for derivatives traders." Mark and Rich dive deep into the concept of "unexpected performance" across the tape. When prices fail to rally on good news or refuse to drop on bad news, it's a major indicator of crowded positioning. The duo dissects the anomaly of falling livestock prices despite record Midwest heat waves, the rock-bottom correlation compressing index-level volatility (VIX), and why everyone is watching the E-Mini technical chart patterns for an impending breakout. What's Inside This Episode: The Trading Pit (Movers & Shakers): Analyzing why Natural Gas and Orange Juice (OJ) are stuck in the cellar, while Wheat variants and Ethereum (ETH) lead the charge to the green zone. The Volume Breakdown: Breaking down the massive spikes in Nasdaq Micro contracts and why fixed-income volume is surging despite muted data reactions. Equities & Macro Outlook: Why strong economic fundamentals and robust corporate earnings point toward a potential summer breakout, despite heavy confusion in the pit. Foreign Exchange & Metals Focus: Rich shares his structural look at the Japanese Yen, the Aussie/Yen growth indicator, and whether Gold is settled into a long-term range trade. The Futures Free-For-All: Answering listener questions on crypto hype, the possibility of a "water futures" contract, and whether the VIX is heading for the summer doldrums or a sudden spike.
Ben Cook explains why geopolitical tensions have created strong support for oil prices and could push crude toward $100 per barrel. He also highlights the growing demand outlook for U.S. natural gas, pointing to Williams Companies (WMB) and EQT Corporation (EQT) as potential beneficiaries of LNG exports and expanding data center infrastructure.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The biggest risks in energy may still lie ahead.In this episode of Energy Espresso, Jim Wicklund sits down with Marshall Adkins, Managing Director and Head of Energy Investment Banking at Raymond James, to discuss how the Iran conflict, Strait of Hormuz concerns, and shifting global demand have driven oil prices back toward $75.Is the market underestimating what comes next? They explore why crude prices remained relatively resilient despite supply disruptions, China's role in balancing the market, and what's next for oil, inflation, and U.S. production. The conversation also highlights the long-term growth outlook for natural gas, fueled by LNG exports, data centers, and expanding energy infrastructure.00:00 Welcome And Setup00:52 Ceasefire Ends Oil Jumps03:17 Supply Losses And Skepticism05:44 Unprecedented Disruptions06:52 China Demand Management09:46 Refinery Outages Crack Spreads11:10 Why Oil Stayed Low12:42 Inventory Math Breakdown16:52 Tank Bottoms Explained20:12 Politics And SPR Refill21:04 Glut From Trapped Barrels23:41 Hormuz Control And Iran25:51 Iran Regime And Public Optics27:01 IRGC Survival Logic27:54 Hormuz Rerouting Timeline29:09 Product Shortages Inflation30:35 Trump Middle East Leverage32:06 Drill Baby Drill Limits34:55 Oil Market Glut Dynamics37:21 Gas Demand Surge Ahead44:13 Pipelines Unlock Supply47:42 Energy Powers Growth51:57 Final Takeaways Volatility
Canada's Arctic is emerging as one of the world's most strategically important regions, but is Canada prepared to defend it? Maclean's contributor Anne Shibata Casselman joins us (3:30) to explore the growing threats from Russia and China, why Arctic sovereignty is about much more than military spending, and what Canada must do to secure its North for generations to come. Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND 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/ READ ANNE'S PIECE in MACLEAN'S: https://macleans.ca/longforms/the-arctic-needs-defending-canada-isnt-ready/ WATCH OUR JORDIN TOOTOO INTERVIEW: https://rtrj.info/101124Tootoo ANNE'S INTERVIEW on CANADA in 2060: https://rtrj.info/090523Anne 1:08:00 | It's bear season in Jasper! We've got tips for the best (and safest) ways to observe these magnificent animals in this edition of #MyJasper Memories presented by our friends at Tourism Jasper. PLAN YOUR JASPER ADVENTURE: https://www.jasper.travel/ 1:15:00 | Real Talkers respond to Anne's interview in our Live Chat powered by Park Power. Jespo has an announcement about the possible return of aerial mosquito assault tactics. Johnny confesses he doesn't believe in aliens. Do you? SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.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/ 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.
Check out the STACK for links from each show here: http://JustinBarclay.comNew gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeProtect what you've worked for… Kirk Elliott Precious Metals is my preferred partner - http://GoldWithJustin.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.comNo matter what's coming, you can be ready for your family and others. http://PrepareWithJustin.com #adFind Justin..Podcast: https://www.iheart.com/podcast/53-westmichiganlivewith-28276509/?keyid%5B0%5D=West%20Michigan%20Live%20with%20Justin%20Barclay&pname=podcast_profile&sc=widget_shareRumble: https://rumble.com/c/JustinBarclayLOCALS: https://justinbarclay.locals.comFacebook: https://www.facebook.com/MrJustinBarclayTwitter: https://twitter.com/mrjustinbarclayGettr: https://gettr.com/user/mrjustinbarclayTruth: https://truthsocial.com/@mrjustinbarclayInstagram: https://www.instagram.com/mrjustinbarclayTwitch: https://www.twitch.tv/mrjustinbarclayGab: https://gab.com/MrJustinBarclayTiktok: https://www.tiktok.com/@mrjustinbarclayBitchute: https://www.bitchute.com/channel/OvxYfTftZdRk/Brighteon: https://www.brighteon.com/channels/mrjustinbarclayClouthub: https://app.clouthub.com/#/onboarding/?redirect=%2Fusers%2Fu%2Fmrjustinbarclay%2FpostsSubstack: https://substack.com/profile/41993224-justin-barclayGet the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinHeartland Home Mortgage http://HHMLending.com
Mark Suiso, of Makaha Mangoes, shares tips on mango farming and explains why mango season is late this year; HPR and Canary Media team up to report on the debate around Liquefied Natural Gas.
The inaugural Real Talk Road Trip is in the books - we recap the highs and lows of Stampede 2026 with Supriya Dwivedi (3:30) in our feature interview presented by Mercedes-Benz Edmonton West. We cover American influence in the Alberta separation debate (20:00), Justin Trudeau dancing in a Katy Perry video (36:00), Senator Lindsey Graham's sudden death (49:15), an update on Senator Mitch McConnell (59:00), and the deal to (finally) open the Gordie Howe bridge (1:09:30). MBEW: https://www.mercedes-benz-edmontonwest.ca/ SUPRIYA's TVO FEATURE: https://www.tvo.org/article/analysis-is-alberta-separatism-entirely-made-in-canada TELL US WHAT YOU THINK: talk@ryanjespersen.com 1:27:15 | Real Talker Dallas checks in from Chetwynd, B.C. with this week's Positive Reflection - a note about our Real Talk Road Trip: Calgary. Positive Reflections is proudly presented by our friends at Kuby Energy. GET A FREE SOLAR QUOTE TODAY: https://kuby.ca/ SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.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/ 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.
An Alberta judge has frozen more than $8.5 million in assets linked to one of Alberta's most prominent separatist advocates, lawyer Jeffrey Rath, amid allegations by Tallcree First Nation over the handling of trust funds. Rath denies the allegations, but the case raises serious questions about credibility, accountability, and whether the people asking Albertans to trust them with the province's future have earned that trust. Jespo opens this episode with a few thoughts. What do YOU think? Leave a comment below or email talk@ryanjespersen.com. THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND 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/. 16:30 | The Gordie Howe International Bridge will open before August 1. Jasper's getting a $500M boost as rebuilding efforts continue. Wildfires continue to impact many communities across Canada. We get into it all with Minister Eleanor Olszewski in our feature interview presented by Mercedes-Benz Edmonton West. MBEW: https://www.mercedes-benz-edmontonwest.ca/ 32:00 | Jespo and Johnny dive into our Live Chat powered by Park Power for response to the Jeff Rath story, mosquito repellent recommendations, and Real Talkers' thoughts on public art. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.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/ 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.
There are several approaches hyperscalers can take to mitigate the climate-related impacts of their increasing gas consumption for data centers. These include buying and retiring environmental credits; capturing and sequestering gas-plant CO2; and developing more renewables and nuclear capacity.
A looming referendum, new pipeline proposals, a $13B AI data centre announcement...it's been a big Calgary Stampede for Premier Danielle Smith. We get into it all (2:10) in an exclusive interview presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. ROOTED IN PRAIRIE GRIT AND A REBELLIOUS SPIRIT, HANSEN IS KNOWN FOR AUTHENTIC, SMALL-BATCH WHISKY AND OTHER SPIRITS CRAFTED WITH LOCAL ALBERTA INGREDIENTS. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ REAL TALK ROAD TRIP: CALGARY IS MADE POSSIBLE BY OUR FRIENDS AT THE NATIONAL MUSIC CENTRE: https://www.studiobell.ca/ 35:30 | Jespo, Johnny, and our Real Talk Road Trip media manager Karly Watson debrief after the Smith interview and see what Real Talkers are saying in our Live Chat powered by Park Power. Tell us what you think about the AI data centre discussion: talk@ryanjespersen.com or leave a comment here. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/ 1:37:00 | Our pal Quick Dick McDick presents his Calgary Stampede 2026 Best & Worst Dressed in a special edition of The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park. THE NEXT TIME YOU VISIT DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU! 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/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
In this episode, Mark Longo and Carley Garner of DeCarley Trading dig deep into the data using the CME Group TWIFO tool to explore major volatility shifts, unexpected open interest spikes, and unique options trading strategies across multiple asset classes. What's Inside This Episode: The Movers & Shakers Report: A surprising look at the top gainers and losers over the last two weeks. Why did oats quietly take the #1 spot on the light side, and what triggered the Nikkei (in Yen) to plummet 14.8% to the dark side? Energy (Crude Oil & Natural Gas): A breakdown of WTI crude oil navigating Middle East geopolitical headlines, shifting call skews, and high-volume short-dated options. Plus, Carley explains why Natural Gas (the "Widowmaker") might be prepping for a 70–80 cent liquidation drop and how to play it with cheap puts. Equities (NASDAQ & S&P 500): Is this a "Teflon market" driven purely by AI complacency, or are we tracking a technical pattern mirroring the early 2026 meltdown? The hosts dissect a heavy round of 30k NASDAQ call options and the logistics of trading symmetrical butterflies in high-dollar indices. Foreign Exchange (FX & Japanese Yen): The Yen hits a 40-year low against the USD. Carley breaks down why FX options are surprisingly cheap, the probability of a Bank of Japan (BOJ) intervention, and how to structure low-risk micro/mini futures combinations. Agricultural Markets (Corn & Livestock): Grains get a temporary boost from weather rallies and Chinese buying rumors. Discover why the team is leaning short on Dec corn with long puts, and why live cattle charts are flashing ominous warning signs reminiscent of the 2014 macro blow-off top.
In this episode, Mark Longo and Carley Garner of DeCarley Trading dig deep into the data using the CME Group TWIFO tool to explore major volatility shifts, unexpected open interest spikes, and unique options trading strategies across multiple asset classes. What's Inside This Episode: The Movers & Shakers Report: A surprising look at the top gainers and losers over the last two weeks. Why did oats quietly take the #1 spot on the light side, and what triggered the Nikkei (in Yen) to plummet 14.8% to the dark side? Energy (Crude Oil & Natural Gas): A breakdown of WTI crude oil navigating Middle East geopolitical headlines, shifting call skews, and high-volume short-dated options. Plus, Carley explains why Natural Gas (the "Widowmaker") might be prepping for a 70–80 cent liquidation drop and how to play it with cheap puts. Equities (NASDAQ & S&P 500): Is this a "Teflon market" driven purely by AI complacency, or are we tracking a technical pattern mirroring the early 2026 meltdown? The hosts dissect a heavy round of 30k NASDAQ call options and the logistics of trading symmetrical butterflies in high-dollar indices. Foreign Exchange (FX & Japanese Yen): The Yen hits a 40-year low against the USD. Carley breaks down why FX options are surprisingly cheap, the probability of a Bank of Japan (BOJ) intervention, and how to structure low-risk micro/mini futures combinations. Agricultural Markets (Corn & Livestock): Grains get a temporary boost from weather rallies and Chinese buying rumors. Discover why the team is leaning short on Dec corn with long puts, and why live cattle charts are flashing ominous warning signs reminiscent of the 2014 macro blow-off top.
Meta's historic $13 billion AI data centre announcement - the largest private-sector technology project in Alberta's history - has people talking about jobs, investment, and economic diversification. It's also prompting tough questions about its massive electricity demand and water use. Former premier Alison Redford (3:15) and Sturgeon County Mayor Alanna Hnatiw (36:10) join us to unpack what it could mean for Alberta's economy, energy sector, and global reputation. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. ROOTED IN PRAIRIE GRIT AND A REBELLIOUS SPIRIT, HANSEN IS KNOWN FOR AUTHENTIC, SMALL-BATCH WHISKY AND OTHER SPIRITS CRAFTED WITH LOCAL ALBERTA INGREDIENTS. LEARN MORE: https://hansendistillery.com/ REAL TALK FEATURE INTERVIEWS ARE PRESENTED BY MERCEDES-BENZ EDMONTON WEST: https://www.mercedes-benz-edmontonwest.ca/ THE ALEX COMMUNITY HEALTH CENTRE: https://www.thealex.ca/ 1:03:40 | Real Talker Candace celebrates The Greatest Outdoor Show on Earth in this edition of Alberta Wins presented by Play Alberta. AS THE EXCLUSIVE BETTING PARTNER OF THE CALGARY STAMPEDE, PLAY ALBERTA HAS PLENTY OF FUN SURPRISES IN STORE. KEEP AN EYE OUT FOR THE ACTIVATION TEAM FOR YOUR CHANCE TO WIN! MUST BE 18+ TO PLAY. IF YOU GAMBLE, USE YOUR GAMESENSE. LEARN MORE AT playalberta.ca/realtalk 1:06:30 | Singer-songwriter (and Jespo's longtime pal) JJ Shiplett tells us about his new album and documentary project All My Money on Red. Don't miss his performance of A Land Full of Giants (1:29:00)! JOIN JJ'S RECORD CLUB: https://www.jjshiplett.com/ REAL TALK ROAD TRIP: CALGARY IS MADE POSSIBLE BY OUR FRIENDS AT THE NATIONAL MUSIC CENTRE: https://www.studiobell.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.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/ 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.
Artificial intelligence may feel like it lives in the cloud, but the cloud runs on electricity.In this episode of Follow the Money, Jerry Robinson explores one of the most overlooked investment themes of the AI revolution: power.In Segment One, Jerry explains why exploding demand from AI data centers is creating new challenges for the electric grid and why electricity may become one of the defining bottlenecks of the next decade.Then, in Segment Two, he examines several investment themes that could benefit from this trend, including nuclear power, uranium, natural gas, electrical infrastructure, and data center cooling. Rather than chasing headlines, Jerry explains how disciplined investors can build a watchlist and identify opportunities as they emerge.Topics discussed include:• Why AI is becoming an energy story• The growing demand for electricity from AI data centers• Nuclear power vs. uranium: understanding the difference• Natural gas as a bridge fuel for AI growth• Grid modernization and infrastructure opportunities• Why investors should focus on trends instead of hypeVisit FollowtheMoney.com for Jerry Robinson's latest market insights, investing tools, trading education, and membership resources.Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.
The Calgary Stampede isn't just Canada's biggest party. It's also the country's biggest networking event, where prime ministers, premiers, cabinet ministers, mayors, CEOs, lobbyists, and power brokers all show up to make deals, build relationships, and shape what's next. So, halfway through Stampede, we ask: Which politician is winning Stampede? 2:50 | Erika Barootes and Sabrina Grover debate who's made the biggest impact at Stampede 2026. Is it Danielle Smith? Doug Ford? Mark Carney? Pierre Poilievre? Jeromy Farkas? Naheed Nenshi? Let us know what you think - leave a comment below or email talk@ryanjespersen.com. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. ROOTED IN PRAIRIE GRIT AND A REBELLIOUS SPIRIT, HANSEN IS KNOWN FOR AUTHENTIC, SMALL-BATCH WHISKY AND OTHER SPIRITS CRAFTED WITH LOCAL ALBERTA INGREDIENTS. LEARN MORE: https://hansendistillery.com/ 45:50 | Max Fawcett picks up where Erika and Sabrina leave off, and goes on to tell us why the proposed Northern Shield Energy Corridor is not a real thing. READ MAX'S COLUMN on ALBERTA GRIEVANCES: https://www.nationalobserver.com/2026/07/07/opinion/alberta-politics-grievances-provincial-government REAL TALK FEATURE INTERVIEWS ARE PRESENTED BY MERCEDES-BENZ EDMONTON WEST: https://www.mercedes-benz-edmontonwes... NATIONAL MUSIC CENTRE: https://www.studiobell.ca/ 1:12:30 | Did you know you can saddle up and follow in the hoof prints of past explorers with gentle, well-trained western mountain horses? We feature Jasper Riding Stables in this episode of #MyJasper Memories presented by Tourism Jasper. BOOK YOUR TRAIL RIDE: https://rtrj.info/070826TJHorses 1:15:15 | Senator Kristopher Wells gives us his Stampede recap, including Pride Day and meetings with the U.S. Consul General. We get a "parliamentary year in review," including Dr. Wells' work on hate crimes, Medical Assistance in Dying, and the Canadian Parliamentary Pride Caucus. TELL US WHAT YOU THINK: talk@ryanjespersen.com SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.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/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
A number of states have been early movers in the data center world, but several in the Northeast — while not yet major data center hubs — are laying the groundwork for a much bigger role. Today, we examine the plans of several states and how they could impact the region's natural gas market.
This week, the podcast starts with news on the West Coast oil pipeline. On July 2, Prime Minister Mark Carney and Alberta Premier Danielle Smith announced that a pipeline project exceeding 1 MMB/d was ready to be submitted to the Major Projects Office. Earlier that same day, PM Carney and B.C. Premier David Eby announced a Canada–B.C. Cooperative Prosperity Agreement, and, as part of the broader economic agreement, B.C. would not oppose a southern marine terminal for the oil pipeline. On July 6, there was more pipeline news, with Ontario Premier Doug Ford and Premier Smith announcing an early-stage feasibility study for a pipeline connecting Alberta to Ontario's refining region in Sarnia. Peter and Jackie then welcomed Michele Harradence, Enbridge's Executive Vice President and President, Gas Distribution and Storage, and the new Chair of the Board of the Canadian Gas Association (CGA), to the podcast. Peter and Jackie asked Michele about municipal bans on natural gas, the role of natural gas in cold-climate reliability, and natural gas's GHG emissions. They also discussed the outlook for North American natural gas demand growth, including demand from AI data centres, and whether supply can keep pace. Finally, they compared the regulatory process for major projects in Canada with that in the United States. Content referenced in this podcast: Canada and British Columbia's new cooperative prosperity partnership (July 2, 2026) Canada and Alberta advance west coast pipeline project proposal and Pathways Project Carbon Capture Initiative (July 2, 2026) Prime Minister Mark Carney forward guidance video on Canada's energy future (June 30, 2026) ARC Energy Ideas heat pump podcast “Decarbonizing heat: Are air-source heat pumps the solution for Canada? (June 11, 2024) Ontario unveils proposed route for Northern Shield Energy Corridor (July 6, 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
The Strategists co-hosts Zain Velji and Stephen Carter (00:30) are all fired up. Corb Lund (42:00) is all fired up. It's Episode Two on the Real Talk Road Trip at Calgary's National Music Centre! THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. ROOTED IN PRAIRIE GRIT AND A REBELLIOUS SPIRIT, HANSEN IS KNOWN FOR AUTHENTIC, SMALL-BATCH WHISKY AND OTHER SPIRITS CRAFTED WITH LOCAL ALBERTA INGREDIENTS. LEARN MORE: https://hansendistillery.com/ REAL TALK FEATURE INTERVIEWS ARE PRESENTED BY MERCEDES-BENZ EDMONTON WEST: https://www.mercedes-benz-edmontonwest.ca/ NATIONAL MUSIC CENTRE: https://www.studiobell.ca/ WATER NOT COAL: https://waternotcoal.ca/ SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.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/ 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.
Many hyperscalers now acknowledge that they will rely heavily on natural gas-fired generation to power their new data centers, at least for the near term. But that conflicts with “net zero” goals, so many AI giants are moving to mitigate the environmental impact of their fast-rising gas use.
Real Talk is on the road at Calgary's stunning National Music Centre! We get the inside scoop on the first weekend of Stampede and that big pipeline announcement from federal Energy Minister Tim Hodgson (2:45), MP Corey Hogan (20:00), strategist Sharan Kaur (32:00), Tourism Calgary CEO Alisha Reynolds (46:30), National Music Centre CEO Andrew Mosker (58:30), and Mayor Jeromy Farkas (1:27:30). Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. ROOTED IN PRAIRIE GRIT AND A REBELLIOUS SPIRIT, HANSEN IS KNOWN FOR AUTHENTIC, SMALL-BATCH WHISKY AND OTHER SPIRITS CRAFTED WITH LOCAL ALBERTA INGREDIENTS. LEARN MORE: https://hansendistillery.com/ 1:48:45 | Real Talkers share advice for surviving Stampede parties in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.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/ 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.
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****Supported by:Leonard: The innovation and foresight platform of the VINCI Group, to tackle some of the biggest challenges facing VINCI's businesses: the digital revolution, the accelerating pace of innovation, and the environmental transition.****
This episode we are joined by Mr. Ben Dell - co-founder & managing partner of Kimmeridge - a private equity firm with ~$6 billion under management. Ben Dell is a Managing Partner of Kimmeridge and oversees investment activity across the firm. He is closely involved in the screening of new geological opportunities and in the negotiation and execution of investment strategies. Prior to founding Kimmeridge, Mr. Dell was a Senior Equity Research Analyst for Oil and Gas Exploration and Production (E&P) at Sanford C. Bernstein, where he was ranked first three times in the Institutional Investor Research Survey for coverage of E&Ps. Mr. Dell was also ranked for Natural Gas and for Oil Services and Equipment coverage. Mr. Dell joined Sanford C. Bernstein in 2003. Prior to joining Bernstein, Mr. Dell was employed at British Petroleum (BP) in its M&A and finance group. Before moving into the finance field, Mr. Dell also held positions as an exploration geologist and geophysicist across several of BP's regional business units. Mr. Dell is currently CEO of Chestnut Carbon, a nature-based carbon removal developer and is on the Board of Caturus HoldCo, LLC., a large private natural gas producer in South Texas. He previously held positions as Chairman of the Board and interim CEO of Civitas Resources, Inc. (“Civitas”), a company that formed from the merger of Extraction Oil & Gas, Inc. and Bonanza Creek Energy, Inc. Mr. Dell earned an undergraduate degree and a master's degree in Earth Sciences from St. Peter's College, Oxford. Among other things we learned about $40M to $6 Billion: Building a Private Equity Firm in Energy.Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show
State Assemblyman Bill Conrad reacts to the U.S. Court of Appeals ruling of New York's All-Electric Buildings Act not being in violation of federal law full 260 Wed, 01 Jul 2026 19:30:00 +0000 MoqW5jIRn0en9s6pkJIDwGrlJ2EzLZFx news,new york state,wben,natural gas,bill conrad,all-electric buildings act WBEN Extras news,new york state,wben,natural gas,bill conrad,all-electric buildings act State Assemblyman Bill Conrad reacts to the U.S. Court of Appeals ruling of New York's All-Electric Buildings Act not being in violation of federal law Archive of various reports and news events 2024 © 2021 Audacy, Inc.
This week, our guest is Mike Law, former president and CEO of the Alberta Electric System Operator (AESO). Mike now leads MGL Advisory Services Ltd. and advises several companies, including Energy Alberta, where he is head of power system integration. Energy Alberta is proposing a nuclear generating station in northern Alberta's Peace River region. The podcast touches on a long list of Canadian electricity policy initiatives, including the federal government's Nuclear Energy Strategy (June 22) and the Electricity Strategy (May 14). Other policies that are impacting investment and growth forecasts include the Alberta-Canada MOU, the Clean Electricity Regulations (CER), and – specific to Alberta – the new Data Centre Regulation and the Restructured Energy Market (REM). Topics covered include Canada's need for new electricity generation to meet growing demand, including from AI data centres; how the CER is creating uncertainty for investment in new natural gas generation; and how Alberta's REM adds another layer of uncertainty. The discussion also covers Canada's new nuclear strategy and the plan to build 10 new reactors, including how it compares with the U.S. push toward a similar target. Finally, Mike outlines Energy Alberta's large-scale Peace River nuclear project, including timelines, regulatory requirements, costs, and stakeholder engagement. Content referenced in this podcast: Nuclear Energy Strategy for Canada (June 29, 2026) Powering Canada Strong: A National Strategy for an Electrified Canadian Economy (May 14, 2026) Energy Futures: BC Hydro Turns Back to Natural Gas to Help Fill Electricity Gap (June 1, 2026) Alberta Data Centre Regulation (June 9, 2026) CBC: Power plant proposed for area northeast of Edmonton inches closer to becoming reality (June 24, 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
Alberta's going it alone...at least for now. The province will be the initial proponent of a new pipeline to the West Coast, according to The Globe and Mail. Premier Danielle Smith says the province will foot the $14M bill for early engineering, planning, and regulatory legwork before handing it off to the private sector...but is that likely to happen? We discuss in this episode, including a surprise drop-in from National Observer columnist Max Fawcett (1:10:45) in an impromptu feature interview presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. NORTHERN EYES SEVEN-YEAR SHERRY CASK IS NOW AVAILABLE! HANSEN IS PROUDLY LOCAL, ALWAYS ORIGINAL. https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ 00:01 | Real Talk is hitting the road! Our next episode will be Monday, July 6 from Studio Bell at the National Music Centre. Jespo and Johnny tee up those five special episodes, chat about a new solar tax in Alberta, and look ahead to the Canada-Morocco World Cup elimination game. 1:34:00 | Did you hear former PM Justin Trudeau's comments about Trump, NAFTA, and CUSMA in Finland? Let us know what you think about the current state of Canada-U.S. relations with a comment below or an email to talk@ryanjespersen.com. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 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.
One of the biggest stories in the energy world right now is the rise of data centers and the massive amounts of electricity they require. Today, we zero in on their rise in the Northeast and preview our latest Drill Down Report on the changing dynamics in the regional gas market.
For more than a decade, 24 Sussex Drive has sat empty - a crumbling symbol of political paralysis, complete with asbestos, mould, and even rats. Now Prime Minister Mark Carney wants to change that, announcing a national design competition and a fundraising campaign to restore Canada's official prime ministerial residence. Is this a long-overdue investment in a national institution...or tonedeaf priority at a time when so many Canadians can't afford a home of their own? We discuss with Supriya Dwivedi (11:00) 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-edmontonwes... 4:00 | But first...did you watch Canada beat South Africa to advance at the World Cup? Jespo's surprised to find out not everybody did... 37:45 | Supriya and Ryan dig into new polling showing the Conservatives gaining on the Liberals, Carney's controversial "BC condo bailout" (44:00), and proof the majority of Canadians want Alberta to stay (51:15). 1:04:00 | Real Talkers have their say on the future of 24 Sussex in our Live Chat powered by Park Power. Naturally, the conversation turns to rats as pets and test subjects. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ TELL US WHAT YOU THINK: talk@ryanjespersen.com 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/ 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
Is Alberta's separation debate driving economic uncertainty, or is it simply exposing deeper problems with Canada's competitiveness? We sit down (9:15) with economist Dr. Trevor Tombe, Robin Bobocel from the Alberta Chambers of Commerce, and Candace Laing from the Canadian Chamber of Commerce to unpack what political uncertainty means for investment, hiring, productivity, and the decisions shaping Canada's economic future. 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/. ALBERTA CHAMBERS of COMMERCE: https://www.abchamber.ca/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com or leave a comment below! 55:00 | Real Talkers have their say on the cost of separation talk in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:02:30 | Are we more similar to primates than we might realize? Or, are we guilty of assigning human traits to chimpanzees, apes, baboons, and monkeys when they don't actually make sense? Athabasca University's Dr. Hugh Notman shares what he's observed over years of research including a recent trip to South Africa. MORE on DR. NOTMAN'S RESEARCH: https://www.athabascau.ca/news/research-and-innovation/science-and-environment/studying-primates-to-learn-more-about-ourselves.html 1:47:00 | Jespo shares his review of Toy Story 5 (and celebrates the return of free popcorn refills). 2:03:00 | It's the Roast of Johnny Infamous! Real Talkers sound off on the Stampede Cowboys tent controversy, with fiery takes from Robert, Ruthann, Teryl, Natalie, and Julie. The Flamethrower is proudly presented by our amazing friends at the DQs of Northwest Edmonton and Sherwood Park. WHEN YOU VISIT THE DQs IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, or BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU! FIRE UP YOUR FLAMETHROWER: talk@ryanjespersen.com 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/ 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.
Guest host Supriya Dwivedi talks AI, algorithms, and online harms with McGill University's Taylor Owen in our feature interview presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. NORTHERN EYES SEVEN-YEAR SHERRY CASK IS NOW AVAILABLE! HANSEN IS PROUDLY LOCAL, ALWAYS ORIGINAL. https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwes... SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 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.
Does Ireland need a Liquid Natural Gas storage facility? That is the question being debated in the Dail today. Speaking to Anton ahead of the debate was Roderic O'Gorman, Green Party leader and TD for Dublin-West.
On this episode of Path to Zero, Tucker sits down with Stout to discuss natural gas, methane innovation, energy security, data center demand, and why he believes the industry has done a poor job telling its own story. The post 7.7 – The Overlooked Role of Natural Gas in Decarbonization with Robert Stout of the Natural Gas Innovation Network appeared first on Propane.
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.
The Mike Babcock era in Edmonton begins, as the Oilers officially onboard the controversial Stanley Cup champion coach. Will Babcock's baggage hurt the team, or will his trademark intensity help superstars Connor McDavid and Leon Draisaitl win their first Cup? Former Oiler Shawn Belle gets into it in our feature interview (3:00) presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. NORTHERN EYES SEVEN-YEAR SHERRY CASK IS NOW AVAILABLE! HANSEN IS PROUDLY LOCAL, ALWAYS ORIGINAL. https://hansendistillery.com/ 19:00 | How do you feel about the Babcock hiring? Real Talkers have their say in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 42:00 | What's the real story behind the Stampede tent squabble between Danielle Smith and Jeromy Farkas? We get the scoop first-hand from Calgary's Mayor. 1:06:00 | This isn't your average #MyJasper Memory! Real Talker Travis shares an unbelievable story about a Jasper connection forged after a high-speed bike crash. Plus, we've got great news for fans of the iconic "AthaB" Hotel! #MyJasper Memories is presented weekly on Real Talk by our friends at Tourism Jasper. PLAN YOUR JASPER ADVENTURE: https://www.jasper.travel/ SHARE YOUR FAVOURITE JASPER MEMORY: talk@ryanjespersen.com 1:14:10 | Do you ride those rental e-scooters? Jespo and Johnny talk safety vs. convenience. We cover different perspectives on the Calgary Stampede. Johnny shares about an evolution in what he's eating. 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/ 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.
This week on the podcast, our guest is Angela Stent, a globally recognized authority on U.S.-Russia relations. Angela has held senior roles at Georgetown University, the American Enterprise Institute (AEI), the Brookings Institution, the U.S. State Department, the National Intelligence Council, and the Council on Foreign Relations, among others. She is also an award-winning author; some of her books include The Limits of Partnership: U.S.-Russian Relations in the Twenty-First Century (2014) and Putin's World: Russia Against the West and with the Rest (2019). Russia's war with Ukraine is increasingly becoming an energy war. As Ukraine's long-range strike capabilities improve, it has begun hitting Russian energy infrastructure with growing success, meaningfully reducing Russia's ability to produce refined products and crude oil. Jackie and Peter explore the complex geopolitics of the conflict with Angela, including Russia's relationships with Europe, the United States, and China. They also discuss the implications for Canada, including the growing attractiveness of energy from a stable supplier, a point recognized at the recent G7 meeting in France, where Canada was identified as a welcome source of energy to diversify away from supply routed through the Strait of Hormuz. Jackie and Peter ask Angela: Ukraine has delivered military strikes deep inside Russia this year — does that kind of pressure move Putin toward ending the war? How does Putin view the recent U.S.-Iran conflict, and what are the implications for the Russia-Ukraine war? Beyond Ukraine, is Russia a threat to other European countries? What is a realistic path to ending the war, and what would the best-case scenario look like? Content referenced on this podcast: G7 leaders' statement on geopolitical issues (June 17, 2026), welcoming the potential of Canada to deliver significant additional capacity to global markets in the coming years 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
It's a pre-Stampede showdown, as Premier Danielle Smith and Calgary Mayor Jeromy Farkas trade barbs ahead of The Greatest Outdoor Show on Earth. Smith says Calgary's killing the vibe by cracking down on late night noise. Farkas says it's "bullshit," saying he's "answering to people rather than answering to money". Jespo and Johnny get into it right off the bat (2:20). Let us know what you think! THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. NORTHERN EYES SEVEN-YEAR SHERRY CASK IS NOW AVAILABLE! HANSEN IS PROUDLY LOCAL, ALWAYS ORIGINAL. https://hansendistillery.com/ 18:15 | Supriya Dwivedi grew up in Montreal, and shares her thoughts after a nightmare shooting there leaves a police officer and civilian dead. We cover the resignation of U.K. Prime Minister Keir Starmer (50:30), and PM Mark Carney's top priorities as the House of Commons wraps for the summer (1:00:00). Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West. MBEW: https://www.mercedes-benz-edmontonwes... 1:09:00 | Jespo and Johnny reconnect with our Live Chat powered by Park Power after a week away from the studio. Real Talkers have their say on Corb Lund's coal question being excluded from Alberta's fall referendum, and mixed feelings on Father's Day. We revisit the Smith-Farkas "Stampede tent brawl" (1:41:30). SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:58:30 | A record $88,000 raised for the Real Talk Julie Rohr Scholarship at the Real Talk Golf Classic presented by Kuby Energy! We highlight a wildly-successful edition of our signature event in this edition of Positive Reflections presented by Kuby Energy. 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/ 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.
Did you know Alberta's net contribution to Ottawa effectively saves taxpayers in the rest of Canada about $1,000 a year? Guest host Rob Breakenridge digs into the numbers with Fraser Institute's Tegan Hill, then catches up with Canadian history buff Craig Baird to talk about the end of an era: after nearly 75 years, Hockey Night in Canada is leaving CBC. What does the iconic broadcast mean to Canadians, and what will its departure say about the country we share? 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/ 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.
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.
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
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.