Podcasts about Natural gas

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Latest podcast episodes about Natural gas

Real Talk
Is Hate Speech "Free Speech" in Alberta?

Real Talk

Play Episode Listen Later Aug 12, 2026 115:22


A bit of a wild situation in Alberta, as Premier Danielle Smith and her Public Safety Minister Mike Ellis clap back at an Edmonton Police campaign encouraging citizens to report hate speech and hate crimes. "We believe law enforcement should...not police opinions or 'hurt feelings,'" tweeted Minister Ellis in response to the EPS initiative. Meantime, StatsCan says hate crimes are up in Alberta year-over-year, and have doubled across Canada since 2018. In our feature interview presented by Mercedes-Benz Edmonton West, we check in with Nina Saini and Sunny Johal from StopHateAB (6:00) for an important conversation about the difference between freedom of expression and hate speech, and the reality of hate crimes in our own backyard. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ STOP HATE ALBERTA: https://stophateab.ca/ 35:00 | Real Talkers have their say on the difference between "free speech" and hate speech, and Danielle Smith's interference in the EPS anti-hate campaign. Real Talk's Live Chat is powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:04:45 | This is your sign to bring your dog to Jasper! Jespo shares a few favourite dog-related Jasper memories through the years and we present some of the best dog-friendly activities in Jasper National Park. #MyJasper Memories is presented by our friends at Tourism Jasper.  BOOK YOUR NEXT JASPER ADVENTURE: https://www.jasper.travel/ 1:11:00 | Real Talkers have more to say about hate speech, hate crimes, and targeted groups across Canada. A clear message emerges aimed at the Christian community. Thoughts? EMAIL THE SHOW: talk@ryanjespersen.com  1:41:20 | Did we mention Real Talk was just listed as Canada's seventh-best political podcast? We take a look at what another top podcaster (who happens to be Stephen Harper's former comms director) is saying about Conservative leader Pierre Poilievre.  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. 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.

Real Talk
B.C. is Burning. Can We Stop This?

Real Talk

Play Episode Listen Later Aug 11, 2026 106:51


More than 90 active wildfires are burning across British Columbia, with tens of thousands forced from their homes (many of which are destroyed). It's prompted a province-wide state of emergency, yet B.C.'s not alone. More than 300 wildfires are active across Canada as we record this conversation with award-winning environmental journalist Arno Kopecky (3:00), who lays out the reality of the situation, what it'll take to turn around the "wildfire season" trend, and the political implications of it all. 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/ 1:19:30 | Arno takes us into his reporting for Maclean's on B.C.'s Cowichan decision and what it means for property owners in the Lower Mainland and beyond. We wrap with touching insights on Alzheimer's and Dementia (1:36:10), which prompted Arno's National Magazine Award-winning essay for The Walrus.  ARNO'S PIECE on MARK CARNEY and CLIMATE CHANGE: https://thewalrus.ca/carney-endorses-pipeline/ ARNO'S COWICHAN PIECE: https://macleans.ca/longforms/richmond-cowichan-land-claim/ A SON, A SCIENTIST, and THE SECRET OF BIOLUMINESCENCE: https://thewalrus.ca/a-son-a-scientist-and-the-secret-of-bioluminescence/ OUR JUNE 2023 INTERVIEW with JOHN VAILLANT on A HOTTER, MORE FLAMMABLE WORLD: https://rtrj.info/062023JV OUR JULY 2026 INTERVIEW with BRANDI MORIN on ALBERTA SEPARATION and TREATY RIGHTS: https://rtrj.info/072426Brandi REAL TALK'S LIVE CHAT IS POWERED BY PARK POWER. 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/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. 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.

The Ross Kaminsky Show
8-10-26 - *FULL SHOW* A 'Right to Natural Gas'; Iran Plays Hardball on Hormuz; the July Jobs Shocker; Victor Marx Plays a Dangerous Game

The Ross Kaminsky Show

Play Episode Listen Later Aug 10, 2026 83:40 Transcription Available


**Dragon's Back and the Return of the King** Get ready for a hilarious and action-packed episode of our podcast, where our beloved producer is back from a five-week hiatus and we are ready to dive into the latest news and stories. But first, let's talk about the elephant in the room - or rather, the elephant that's no longer in the room, as Jeana's favorite restaurant, Bang Up to the Elephant, has closed its doors. We'll explore the story behind this unique vegan spot and what it means for Denver's food scene. This episode is packed with exciting discussions, from the latest news on the Iran-US conflict to a fascinating analysis of a recent article from the Middle East Forum. We ask for hilarious and ridiculous explanations from listeners as to how Dragon hurt his knee. Plus, we'll talk about the upcoming ballot measures in Colorado, including a constitutional amendment that guarantees the right to purchase and sell natural gas. But that's not all - we'll also discuss the latest news on the Holy Iran thing, where President Trump seems to be willing to take a loss and give Iran a victory. And, of course, we'll touch on the topic of Israel and the so-called genocide in Gaza, where a recent report from the United Nations proves that the claims of widespread starvation and famine are simply not true. So, if you're ready for a dose of humor, news, and insight, tune in to this episode and find out what's been going on while you were away. Join us as we explore the latest stories and discuss the issues that matter.See omnystudio.com/listener for privacy information.

Real Talk
Should Canada Lift its Ban on American Booze?

Real Talk

Play Episode Listen Later Aug 10, 2026 80:38


Should Canada lift its restrictions on American alcohol as part of a deal with the Trump administration? Jespo and Supriya Dwivedi break down the latest polling, provincial implications, the trade-off facing Ottawa (and whether giving Washington what it wants could actually be worth it) in our feature interview presented by Mercedes-Benz Edmonton West (3:00).  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/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:13:45 | Have you stopped buying American beer, wine, and booze as a result of Donald Trump's aggression against Canada? Real Talkers have their say in our Live Chat powered by Park Power. We take a look at horrific wildfires in B.C. ahead of our August 11 interview with Arno Kopecky.  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/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. 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.

AP Audio Stories
Cyprus natural gas to supply Europe by first half of 2028, minister says, as EU seeks new sources

AP Audio Stories

Play Episode Listen Later Aug 9, 2026 0:42


Europe is looking to the East Mediterranean to help meet its energy needs. AP correspondent Donna Warder reports.

RBN Energy Blogcast
Out of Gas – Is Europe on the Brink of Another Natural Gas Crisis?

RBN Energy Blogcast

Play Episode Listen Later Aug 7, 2026 9:29


It has been a volatile spring and summer for global natural gas markets as the war in Iran has dragged on, seemingly causing prices to jump — or falter — with every headline. Today, we discuss Europe's gas storage woes and the potential ramifications as its time runs out to refill inventories.

KPFA - A Rude Awakening
‘Clean' Natural Gas

KPFA - A Rude Awakening

Play Episode Listen Later Aug 7, 2026 59:58


Report Cover with Authors R. Leber and R. John On today's show, the Center for Climate Integrity has released a new report titled “The Fraud of ‘Clean' Natural Gas: How Big Oil and Gas Created the Myth that Natural Gas is a Climate Solution”.  I'll speak with the report's authors, investigative journalists Rebecca Leber and Rebecca John, about how the oil and gas industry helped build the image of natural gas as clean and climate-friendly — despite decades of evidence about air pollution, methane emissions, and climate harm. Rebecca John on “A Rude Awakening” January 2025: WSPA Knew The post ‘Clean' Natural Gas appeared first on KPFA.

Real Talk
Who's Causing the Strikes?

Real Talk

Play Episode Listen Later Aug 7, 2026 115:46


What if business and labour actually agree on more than they admit? Following our August 5 conversation with Edmonton Chamber CEO Doug Griffiths, Alberta Federation of Labour president Gil McGowan weighs in on the "Norway model" a system where business, labour, and government work together to minimize work stoppages while protecting collective bargaining. Gil pushes back where it counts, but winds up finding (surprising?) areas of agreement, in our feature interview (6:20) 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/ WATCH THE GRIFFITHS INTERVIEW: https://rtrj.info/080526ECC 1:34:00 | Real Talkers have a lot to say about strikes, wages, and more in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:45:45 | Don calls out Jespo's flippant comment about separatists claiming the "old" Canada flag, Joe from Alliston calls out Danielle Smith's interference, Mr. T says there's a double standard in Alberta, Ryan sticks up for the Ag industry, Claire says big corporations are killing local Ag producers, and Mark riffs on our August 6 interview about the Vulcan County AI data centre. It's The Flamethrower proudly presented by the DQs of Northwest Edmonton and Sherwood Park!  WHEN YOU SWING BY A DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD FOR MIRACLE TREAT DAY ON AUGUST 13, BE SURE TO LET 'EM KNOW REAL TALK SENT YOU!  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. 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.

The John Batchelor Show
S8 Ep1203: Simon Constable reports on the extreme weather and energy pressures facing Europe, with Brent crude prices up 12% and natural gas up 22% in a single month. He details a "semi-invasion" of Spain, where 60,000 migrants recently attempte

The John Batchelor Show

Play Episode Listen Later Aug 6, 2026 17:50


Simon Constable reports on the extreme weather and energy pressures facing Europe, with Brent crude prices up 12% and natural gas up 22% in a single month. He details a "semi-invasion" of Spain, where 60,000 migrants recently attempted to cross from Morocco, and the controversy in the UK over using the Royal Navy to return migrant boats to France. Constable describes the lack of logic in French police allowing these dangerous rubber rafts to depart. Switching to his "data center quiz," he reveals that 67% of new data centers are planned for rural areas, which often brings both high local resistance and significant tax revenue. He identifies labor shortages—particularly for electricians—and tariff uncertainties as the primary barriers to U.S. data center construction. Constable notes that within five miles of an operational data center, a significant portion of the U.S. population now resides. (8)

Real Talk
Rural Revolt Over AI Data Centre

Real Talk

Play Episode Listen Later Aug 6, 2026 85:30


Vulcan County residents are taking their Council to court, alleging rules were broken with the approval of a controversial AI data centre to be constructed on 600 acres of farm land. Little Bow AI Data Centre Committee members Sylvia Farrant and David Anderson lay out their argument in our feature interview (3:15) 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/ CONTACT THE LITTLE BOW AI DATA CENTRE COMMITTEE: littlebow.aidc@gmail.com  37:20 | Real Talkers have their say on AI data centres, environmental oversight, and NIMBYism in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 53:15 | 15-year-old Calgary student Anie Udofia earned international accolades for her work exploring an important question: how do we make AI more sustainable? Anie's in the spotlight in this edition of Alberta Wins presented by Play Alberta.  PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. LEARN MORE AT https://try.playalberta.ca/lp/realtalk/ SUBMIT YOUR ALBERTA WIN: talk@ryanjespersen.com  56:00 | You have a LOT to say about AI data centres. Jespo and Johnny jump back into the Live Chat before taking a look at shocking new federal polling - is Pierre Poilievre legit in trouble?  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. 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.

Real Talk
WestJet Strike Sparks Bigger Warning // Regina Call to Prayer

Real Talk

Play Episode Listen Later Aug 5, 2026 103:03


WestJet and its flight attendants have reached a tentative agreement, with flights beginning to resume and thousands of disrupted travellers hoping to get home soon. But the Edmonton Chamber of Commerce says the bigger issue isn't over, and CEO Doug Griffiths joins us in our feature interview (3:50) presented by Mercedes-Benz Edmonton West to explain why Canada needs to treat reliable transportation as an economic priority, not just a labour issue.  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/ 22:45 | Doug shares the secret to survival for downtown businesses, lays out a huge opportunity for Alberta-based service providers, and issues a call to action ahead of Alberta's October 19 referendum. READ THE EDMONTON CHAMBER'S LETTER TO PM CARNEY: https://www.edmontonchamber.com/2026/08/01/westjet-dispute-letter-to-prime-minister/ 32:45 | Real Talkers have their say on downtown safety and more in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 47:00 | Real Talkers Kyle, Lindsey, Beaux, and Jove share details of their recent road trip through Jasper, where the town's "spirit was evident and powerful." #MyJasper Memories is proudly presented by our friends at Tourism Jasper.  PLAN YOUR JASPER ADVENTURE: https://www.jasper.travel/ 50:30 | Premier Danielle Smith says concern over foreign interference in Alberta's referendum is "fearmongering," and lectures the Edmonton Police Service over a social media post about hate speech and hate crimes. We've got thoughts.  1:09:00 | Real Talker HuskerNation puts the Regina call to prayer story on Jespo's radar. How do you feel about religious content through loudspeakers in public spaces?  TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:34:00 | We sign off with a tribute to all-time Canadian broadcast legend Lloyd Robertson. And that's the kind of day it's been... REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. 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.

The Water Tower Hour
Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning

The Water Tower Hour

Play Episode Listen Later Aug 4, 2026 15:24 Transcription Available


Send us Fan MailIn this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center buildout and the critical role natural gas is playing and is expected to continue to play in powering these energy-intensive facilities. The conversation examines supply and demand dynamics, infrastructure requirements, and the small and mid-cap names best positioned to benefit from this secular growth theme. 

Real Talk
Is Flying the Alberta Flag Bad for Business?

Real Talk

Play Episode Listen Later Aug 4, 2026 90:20


The union representing 32,000 Alberta grocery workers has filed a grievance against Sobeys, arguing the grocery chain's use of Alberta flags to promote locally made products is "reckless and inappropriate" amid the province's separatist movement. Jespo says they might as well fly a white flag instead, and digs into the debate with Supriya Dwivedi (3:00) in our feature interview presented by Mercedes-Benz Edmonton West. Where do you stand? Let us know in the comments! 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/ 21:40 | WestJet passengers can breathe a sigh of relief as flight attendants return to work following a one-day strike. At what point should the feds step in on negotiations like these? Supriya gives us her take. We take a look at Pierre Poilievre's new "training" video (33:00), Supriya follows up on our July 30 interview with Jessica Scott-Reid about animal rights "unravelling" in Canada (39:15), and we learn how Canada's new approach to cybercrime could threaten human rights (42:45).  READ SUPRIYA'S PIECE ON CYBERCRIME & HUMAN RIGHTS: https://www.tvo.org/article/analysis-how-canadas-new-approach-to-cybercrime-could-threaten-human-rights 49:40 | Real Talkers go back-and-forth on the Alberta flag debate in our Live Chat powered by Park Power. Real Talker Kyrsti shares her perspective on downtown vibrancy as a commuting hybrid worker (1:06:50), and Real Talker Brad has a warning about "Alberta's hidden AI data centre risk" (1:16:30).  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/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. 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.

Your Call
How big oil manufactured and sold the myth of “clean” natural gas

Your Call

Play Episode Listen Later Aug 3, 2026 51:57


A new report reveals that oil and gas companies knew by the mid-1970s that methane fueled climate change while peddling the myth of "clean" natural gas.

Practical Prepping Podcast
Choosing the Right Generator: Gasoline, Propane, Natural Gas, Diesel, or Solar

Practical Prepping Podcast

Play Episode Listen Later Aug 3, 2026 22:34 Transcription Available


In this episode, we explore the world of home backup power and break down the essentials of generators and solar power systems. From portable solar generators to gasoline, propane, natural gas, and diesel units, we explain how each option works and what it can realistically power during an outage. We also discuss generator sizing, wattage requirements, and how to determine the right system for your home. Whether you are preparing for emergencies or simply want reliable backup power, this episode gives you clear, practical guidance to help you make an informed decision. Mentioned In This Episode:Support Practical Prepping72 Hour Prepping ChecklistDownload this episodeIf you find value in what we do, if you've learned something new, gotten an idea for something you need to do, been entertained, or just like Krista's Southern charm, would you be willing to give back a little?You can do that one of several ways.     Go to our support page               OR     By starting your Amazon shopping from our website? --->  CLICK HERE        (We earn from qualifying Amazon purchases)Contact us:Practical PreppingWebsiteOur Sponsors:Practical Prepping BooksProof Minimalist Wallets (Discount code PREPPER)ProLine Digital Group   Website  Email1791gunleather.com (Discount code: PREP15) SurfsharkPodcast music written and recorded by Krista LawleyWebsite design and hosting by ProLine Digital Group.Podcasts Copyright 2026, P3 Media Group, LLC, and Practical Prepping Podcast

Real Talk
Heartbreaking Discovery in Calgary // Animal Rights Unravelling

Real Talk

Play Episode Listen Later Jul 30, 2026 104:55


For nearly two weeks, thousands of Calgarians joined the search for Parker Wells. Millions of Canadians hoped and prayed the missing 11-year-old would be discovered alive and well. That hope was shattered when police confirmed Parker's body had been found. Calgary Mayor Jeromy Farkas joins us (7:25) to reflect on the tragedy that gripped the city, the extraordinary community response, and what's next as investigators continue their work. 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/. 21:00 | Calgary's sending certified forestry crews and specialized equipment to Edmonton, as Alberta's capital recovers from a series of destructive thunderstorms. Could this lead to stronger municipal cooperation across Canada?  31:00 | Real Talkers share their thoughts (and calls for more support) in the wake of Parker Wells' death. Real Talk's Live Chat is powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/ 42:10 | Pima County Sheriff Chris Nanos says FBI Director Kash Patel has "hurt the case" re: the disappearance of Nancy Guthrie, telling journalist Wyatt Sharpe Patel was "misinformed," and has not spoken to local law enforcement. Wyatt takes us behind the scenes of his remarkable interview with Sheriff Nanos.  SUBSCRIBE TO  @TheSharpeExchange  on YOUTUBE 52:30 | Animal rights protections are unravelling in Canada with industry lobbying winning out over animal welfare, says Jessica Scott-Reid. She takes us into her feature in The Globe & Mail. READ JESSICA'S STORY: https://www.theglobeandmail.com/opinion/article-canadas-progress-on-protecting-animals-is-unravelling/ FOLLOW JESSICA ON INSTAGRAM: https://www.instagram.com/jesslsr 1:14:30 | We've got ranchers in our Live Chat. We've got vegans in our Live Chat. Real Talkers, Jespo, and Johnny respond to Jessica's comments. 1:33:00 | Crazy Fast Eddy takes toilet talk to a whole new level with his climate change commentary, Sheldon D has questions about that $13B AI data centre, Gail says people are missing the point about the "Fuck Your Fascist Pancakes" movement, Tyler's got thoughts on our July 23 AI interview, AJ's sick of selfish hikers, and Neil's looking for balance on "restaurants closing" coverage in Edmonton. It's The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park!  WHEN YOU VISIT THE DQs in PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, and BASELINE ROAD, BE SURE TO TELL THEM REAL TALK SENT YOU!  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH. If you're looking for solar, visit https://kuby.ca/solar and Costco. 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.

C.O.B. Tuesday
"Natural Gas Is An AI Vertical" – James West, Melius Research

C.O.B. Tuesday

Play Episode Listen Later Jul 29, 2026 62:15


Today we were delighted to welcome James West, Managing Director and Head of Energy and Power Research at Melius Research. James is a longtime energy analyst with more than 25 years of experience leading research teams covering oilfield services, equipment, clean energy, and power at Lehman Brothers, Barclays, Evercore ISI, and now Melius. Since joining Melius, James has expanded his coverage to include independent power producers (IPPs) and the broader power ecosystem. We were pleased to visit with James to hear his latest perspectives on the rapidly evolving energy landscape and the investment themes shaping the next decade. In our conversation, James reflects on his transition from Evercore ISI to Melius and explains why he believes the traditional Wall Street research model is evolving toward a more integrated approach that combines energy, power, technology, and industrials. We discuss how AI-driven electricity demand is accelerating the convergence of these sectors, why access to reliable power has become the biggest bottleneck to AI deployment, and why understanding the entire energy value chain has become increasingly important for investors. We examine the latest earnings season, the recent wave of energy, power, and nuclear IPOs, and how investor sentiment has shifted from enthusiasm around AI infrastructure to a greater focus on execution and capital discipline. James explains why he remains constructive on the long-term outlook for oilfield services, offshore development, international upstream activity, independent power producers, and natural gas, while highlighting the growing importance of behind-the-meter power solutions, regulatory reform, and grid infrastructure. We explore the outlook for advanced nuclear, geothermal, and critical minerals, Canada's strategic role in North American energy markets, how investors are balancing long-duration growth opportunities with near-term market volatility, and why AI is changing the way companies communicate with investors. As James notes, “your press releases have to be written for Claude or ChatGPT, whoever's going to read it before the analyst.” We wrap up the discussion with James' reflections on New York City's enduring role as a global financial and innovation hub. We greatly enjoyed the conversation and appreciate James taking the time to join us. To start the show, Mike Bradley noted that fixed income markets were focused on the upcoming FOMC meeting, scheduled for Wednesday. The consensus expectation is for the Federal Reserve to leave interest rates unchanged. However, there remains a small possibility of a 25-basis-point rate increase, a move that could place Chairman Warsh in President Trump's crosshairs. From a broader equity market standpoint, the S&P 500 was up ~0.5% and the DJIA had gained 600 to 700 points. He attributed much of Tuesday's advance to the sharp decline in oil prices. He also highlighted ongoing sector rotation, with investors shifting capital out of semiconductor stocks and into industrial names. Apple joined the exclusive $5 trillion market-cap club. Another key area of focus this week will be AI-related capex, with three of the Magnificent Seven technology companies scheduled to report earnings. On the oil market front, he highlighted the sharp decline in crude prices, noting that Brent crude had fallen by ~$13/bbl during the week to ~$83/bbl, while WTI crude had declined by ~$11/bbl to ~$78/bbl. He attributed the selloff to rapidly shifting sentiment surrounding the on-again, off-again conflict with Iran. He concluded by noting that the Energy sector had been one of the market's strongest performers over the past several weeks but was down ~4% this week as declining oil prices weighed on sentiment. He emphasized that investors will be closely focused this week on second-quarter earnings reports from the U.S. integrated oil majors and refiners. Investors are hopeful that refiner commentary will provide greater insight into global refined product market fundamentals. Jeff Tillery noted that enthusiasm around AI-driven power infrastructure has cooled alongside AI capex sentiment, pressuring many merchant power and generation stocks, including several recent IPOs. Looking ahead, he believes the sector is entering an execution phase where investors will begin distinguishing between winners and losers rather than rewarding the entire theme uniformly.

RBN Energy Blogcast
Go Outside – How Much Natural Gas Will Reach the Southeast Following These Big New Projects?

RBN Energy Blogcast

Play Episode Listen Later Jul 29, 2026 10:03


One of the seminal energy-related controversies of the past decade was the construction of Mountain Valley Pipeline, but much of its capacity is unused in the shoulder season. Now, three projects aim to debottleneck MVP: Transco's Southeast Supply Enhancement as well as MVP Southgate and MVP Boost.

Real Talk
Forever Canadian: A Status Update

Real Talk

Play Episode Listen Later Jul 29, 2026 108:59


Three months out from Alberta's referendum, the campaign to keep the province in Canada is shifting into high gear. Forever Canadian founder Thomas Lukaszuk joins us in the Real Talk studio (3:00) before taking the Unity Bus back on the road. He explains why his organization isn't taking a position on Premier Danielle Smith's separation question. We also dig into concerns about foreign interference, the implications of Alberta's voter list leak, the cast of characters (and criminals) fronting the "leave" movement, and why First Nations leaders say Treaty rights are central to the referendum debate. Real Talk feature interviews 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/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  46:00 | Ahead of August Long Weekend, Jespo shares some of his favourite Jasper summer activities in a special edition of #MyJasper Memories presented by our friends at Tourism Jasper. PLAN YOUR JASPER ADVENTURE: https://www.jasper.travel/ 51:30 | Real Talkers have their say after the Lukaszuk interview in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/ 59:15 | Are you encouraged by the results from the Council of the Federation meetings in PEI? Alberta Chambers president and CEO Shauna Feth has her Eye on Alberta Business after attending the Chambers of the Federation meetings, also in PEI.  ALBERTA CHAMBERS of COMMERCE: https://www.abchamber.ca/ 1:25:00 | We jump back into the Live Chat, and Jespo offers a passionate response to pointed criticism from Real Talker IvanC (lol).  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH. If you're looking for solar, visit https://kuby.ca/solar and Costco. 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.

Real Talk
Lynda Steele on AI, Climate, Trump, and "Elbows Up"

Real Talk

Play Episode Listen Later Jul 28, 2026 111:11


Alberta separation. "Elbows Up". Wildfires and climate change. AI data centres. Media layoffs. Veteran broadcaster (now podcaster) Lynda Steele (3:45) gets into it all in our feature interview 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/. CHECK OUT LYNDA'S NEW PODCAST "CHANGE MY MIND": https://open.spotify.com/show/1oEou13SuTb3wCPwcXYpbk SUBSCRIBE TO LYNDA'S YOUTUBE CHANNEL:  @changemymindwithlyndasteele   TELL US WHAT YOU THINK: talk@ryanjespersen.com 1:09:00 | Real Talkers tell us where they stand on AI data centres 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/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH. If you're looking for solar, visit https://kuby.ca/solar and Costco. 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.

Real Talk
Bridge Over Troubled Border

Real Talk

Play Episode Listen Later Jul 27, 2026 79:50


Did Canada strike a smart deal with the U.S. over the Gordie Howe International Bridge, or give away too much? Supriya Dwivedi joins Jespo (3:00) to unpack the conflicting claims from Donald Trump and Mark Carney, and what the dispute reveals about the future of Canada-U.S. relations, in our feature 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/ 29:00 | We recap the White House Correspondents' Dinner, including POTUS poking fun at Kaitlan Collins. Supriya gives us her takeaway from the First Ministers' Meetings in PEI (46:30), including Premier Doug Ford's comments about "dismantling the U.S." TELL US WHAT YOU THINK: talk@ryanjespersen.com 1:07:00 | Were you hit by that wild storm over the weekend? Real Talkers tell us about losing trees and fences 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/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH. If you're looking for solar, visit https://kuby.ca/solar and Costco. 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.

The KE Report
Darrell Fletcher - Inside the Commodity Desk: Oil Volatility, Natural Gas Trends, Copper Price Range, PM's Correction

The KE Report

Play Episode Listen Later Jul 27, 2026 28:02


In this Daily Editorial, Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins the show to provide an insider's view from the trading desk on the latest developments across the global commodity space. Darrell breaks down key dynamic shifts in major commodity markets, including crude oil, natural gas, base metals, and precious metals: Energy Volatility & Crude Oil: A look at why crude oil prices are swinging sharply, how geopolitical news continues to dominate the headlines, and the underlying fundamental factors shaping current risk premiums. SPR Inventories & Supply Realities: Analysis of the persistent drawdown in Strategic Petroleum Reserves and what prolonged inventory declines could mean for long-term supply stability. Natural Gas & Global LNG Flows: Discussion surrounding current Henry Hub pricing, seasonal demand patterns, and how maintenance schedules are impacting North American LNG export capacity. Copper & Base Metal Fundamentals: An evaluation of copper's steady floor, domestic inventory movements, and the potential implications of impending Department of Commerce decisions on copper tariffs. Precious Metals & Macro Sentiment: Insight into gold and silver's historic price swings, current support levels, and how institutional desk positioning is adapting to broader global economic uncertainty.   Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/   --------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The Dividend Mailbox
IBM & Chevron: Taking the Long View on Optionality vs. Durability

The Dividend Mailbox

Play Episode Listen Later Jul 24, 2026 30:55 Transcription Available


A century-old tech company just took a gut punch from Wall Street. A century-old oil giant hasn't had an exciting headline in years. Ten years from now, which one do you actually want to own?In this episode, Greg takes the long view on two very different dividend payers. The first is IBM ($IBM), a stock that ran from the low $200s to a high near $325 over the past year as its quantum computing story caught fire. It then dropped back to around $205 after disappointing contract delays spooked the market. Greg walks through why the selloff isn't the end of the story: IBM's debt has improved, revenue is growing again after years of stagnation, and at roughly 17 times earnings, he argues investors are no longer paying for the quantum computing option.The second is Chevron ($CVX), a stock with none of IBM's drama and, in Greg's view, almost all of the certainty. Diversified across exploration, refining, and chemicals, with a dividend track record that held even when oil prices went negative in 2020, Chevron represents a different kind of long-term bet. It's not a call option on a breakthrough, but a compounding cash flow machine that is also a quiet beneficiary of AI.Two very different companies, one shared idea: real wealth is built by holding through the boring years, not by chasing the exciting ones.TOPICS COVERED[00:41] Introduction: Two Long-Term Stories, Two Different Bets [03:04] IBM ($IBM): From Story Stock to Speed Bump [04:47] Inside IBM's Business: Software, Consulting, and Red Hat [08:41] The Quantum Computing Bet Behind the Stock [13:44] IBM's 10-Year Dividend Growth Math [16:24] Chevron ($CVX): The Cash Flow Machine [18:17] Chevron's Dividend Track Record and Financial Strength [20:40] Diversification: Upstream, Downstream, and Chemicals [21:15] Chevron as a Natural Gas and AI Play [23:49] Why Chevron Over Exxon ($XOM)? [25:45] Two Long Views, One Lesson in Patience [28:02] Final Takeaway: It's All About the Waiting ________ 

Real Talk
Treaty Rights vs. Alberta Separation // Photo Radar Debate

Real Talk

Play Episode Listen Later Jul 24, 2026 115:47


As Alberta's independence referendum nears, there's a fundamental question most separatists (and arguably the provincial government) hasn't answered: what about First Nations' treaty rights? As a group of First Nations chiefs calls for an RCMP investigation into allegations of treason involving Danielle Smith, warning they're prepared to physically resist a separation referendum, journalist Brandi Morin (4:15) digs into who has the legal and moral authority to redraw Canada's map. 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/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ BRANDI'S SUBSTACK: https://indigenousinsider.substack.com/ 1:05:00 | Grande Prairie is re-launching photo radar enforcement, this time in-house. Mayor Jackie Clayton explains why, and updates us on the city's transition away from the RCMP.  TELL US WHAT YOU THINK: leave a comment below or email talk@ryanjespersen.com 1:18:00 | Real Talkers have their say on photo radar in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/ 1:39:40 | Mikayla Resists, the inspiration behind the "Fuck Your Fascist Pancakes" meme, tells us why she confronted Premier Danielle Smith in that pancake breakfast line.  1:45:15 | It's an all-Ambassador edition of The Flamethrower, as Real Talkers James from Ontario, Fat Dave, Julie, Anne, Joe from Alliston formerly Airdrie, Robert, and Keith sound off on our July 20 interview with Pete Hoekstra. The Flamethrower is proudly 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/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH. If you're looking for solar, visit https://kuby.ca/solar and Costco. 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.

The John Batchelor Show
S8 Ep1156: 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 po

The John Batchelor Show

Play Episode Listen Later Jul 23, 2026 13:15


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 

NGI's Hub & Flow
Heat Wave Bear Market? Inside the US Natural Gas Summer Paradox

NGI's Hub & Flow

Play Episode Listen Later Jul 23, 2026 17:06


For much of mid-2026, sweltering summer heat waves and soaring electricity demand across the United States failed to ignite a sustained rally in natural gas pricing, with Henry Hub futures continuing to face downward pressure. While conventional wisdom points to hot weather driving up prompt month contracts, expanding renewable generation and stubborn associated gas production from oil-heavy basins have steadily altered summer supply-demand balances. As total US storage inventories hover comfortably above historical averages ahead of peak hurricane season, the market faces a delicate balancing act: Can growing LNG feedgas demand and future data center load offset an influx of gassier supply, or could infrastructure limits cap upside potential heading into winter? In this episode of Hub & Flow, NGI's Christopher Lenton sits down with Senior Editor Andrew Baker to break down the summer trends, structural bottlenecks and regional price disconnects redefining the US natural gas landscape. The conversation explores why record heat isn't translating to higher Henry Hub prices, how rapid wind and solar growth are reshaping traditional EIA storage injections, and why associated gas from high oil prices is acting as a soft cap on upside momentum. Baker also shares key insights into mid-summer LNG feedgas volatility, the reality of artificial intelligence-driven data center demand versus power grid constraints, and the key regional basis spreads to watch from Waha and the Northeast to the Desert Southwest.

Real Talk
Pushback on Return to Office // AI-Proof Your Career

Real Talk

Play Episode Listen Later Jul 23, 2026 94:51


The workplace is changing fast, and we're digging into it from two very different perspectives. First, we revisit the debate over Return to Office mandates (10:30) following our July 22 conversation on downtown vibrancy. Then, AI educator Ruth Orekogbe explains the skills and mindset that can help future-proof your career in the age of artificial intelligence. 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/. 37:00 | It's not just Canadians pushing back on Donald Trump's tariffs. We hear from Meidas Touch's Brett Meiselas and Congressman Adam Smith (along with B.C. premier David Eby) on the heels of our July 20 interview with Ambassador Pete Hoekstra.  TELL US WHAT YOU THINK: talk@ryanjespersen.com  47:20 | Are you concerned AI is going to take your job? Are you looking for the best way to integrate AI into your business? Are you starting from square one, using AI in your personal life? AI educator Ruth Orekogbe lays out her AI for All strategy and offers tips to AI-proof your career in our feature interview presented by Mercedes-Benz Edmonton West.  MBEW: https://www.mercedes-benz-edmontonwest.ca/ 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/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH. If you're looking for solar, visit https://kuby.ca/solar and Costco. 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.

Energy News Beat Podcast
Brent over $100 and a Crisis Brewing at Refineries

Energy News Beat Podcast

Play Episode Listen Later Jul 23, 2026 29:03


Rey Trevino, Crude Truth Podcast Host, and President at Pecos Operating stops by.We have a wild stand-up with 8 huge stories. It is fun having guests on the stand-up, and Rey brought the receipts today. The picture above was created by Grok, and it is Clark Savage standing by the tanker “Stan Turley” - I think Grok was having a moment.With Brent crude surging past $100 per barrel and West Texas Intermediate jumping dramatically, the conversation reveals how Houthi attacks on shipping lanes, Chinese strategic positioning, and disruptions at key maritime chokepoints are reshaping energy markets worldwide. Through an in-depth discussion with energy expert RT Trevino, the podcast challenges prevailing narratives about the energy transition, presenting compelling data that shows fossil fuels still account for 86% of global energy consumption. From Europe's LNG crisis and America's emergence as a natural gas superpower to the manufacturing exodus from Canada to the U.S., this episode provides essential context for investors, policymakers, and anyone seeking to understand the complex forces driving energy prices and global economic security in 2026.1. Oil Price Surge & Global Geopolitical TensionsBrent crude has surged above $100/barrel, with West Texas Intermediate (WTI) jumping from $81 to $91. This spike is driven by geopolitical instability, particularly Houthi attacks on tankers in the Bab El-Mandab Strait and the Red Sea, which are disrupting global oil supply routes and forcing tankers to take longer routes around the world.2. Strategic Chokepoints & Supply Chain DisruptionsThe podcast discusses critical maritime chokepoints—the Bab El-Mandab Strait, Suez Canal, and Panama Canal—all facing disruptions. VLCCs (Very Large Crude Carriers, carrying ~2 million barrels each) cannot fully load through the Suez Canal, and the Panama Canal is experiencing drought conditions. These disruptions add months to shipping times and significantly impact global energy markets.3. China's Strategic Positioning & U.S. Energy PolicyThe hosts explore China's role in global energy dynamics, including its partnership with Iran and the Houthis, and how President Trump's sanctions on Venezuelan and Iranian oil are affecting global supply. There's discussion of a Chinese military base in Yemen and how U.S. strategic bombing targets infrastructure supplying Iran.4. LNG Supply Crisis & Europe's Energy DependencyEurope faces an LNG supply crisis, forcing buyers toward coal and natural gas. The podcast highlights the hypocrisy of European nations sanctioning Russia while importing 90% of Russia's LNG. Germany's decision to blow up coal plants and Japan's mothballing of nuclear facilities are criticized as short-sighted energy policy.5. U.S. Natural Gas as the FutureThe U.S. is positioned as the “Saudi Arabia of natural gas” and is exporting record amounts to Europe. The podcast emphasizes natural gas as a critical energy source and advocates for expanded infrastructure and production.6. Grid Reliability & Energy Mix RealityUsing Texas ERCOT as an example, the discussion shows that despite renewable energy investments, fossil fuels remain essential. Natural gas provided 62% of grid power, wind 25%, and solar dropped to zero at night. The grid required battery storage to prevent blackouts, demonstrating the unreliability of intermittent renewables.7. Global Energy StatisticsKey data points: 86% of the world's energy still comes from fossil fuels (gasoline, diesel, transportation), and 57% of global electricity is generated from fossil fuels. This underscores that the energy transition is actually an “energy addition,” not a replacement.8. Manufacturing Shift from Canada to the U.S.A KPMG survey shows 42% of Canadian manufacturers have moved or are moving production to the United States, driven by pro-business U.S. policies and concerns about supply chain dependency on China.9. Corporate Earnings & Energy Sector PerformanceGE Vernova reported strong Q2 2026 earnings ($11 billion, up 22%), with natural gas turbines sold out for five years. Tesla's Q2 earnings showed record deliveries but profit concerns due to AI investments.10. Oil & Gas Investment OpportunitiesWe conclude with a discussion of oil and gas as solid investment portfolio additions, offering monthly revenue, tax deductions, and long-term returns compared to renewables, which have years before generating returns.●1.Brent at $100 and U.S. Refinery Utilization at 96%: What This Means for Consumers and Investors2.LNG Supply Crisis Pushes Buyers Toward Coal, Natural Gas, and Oil: Energy Security Takes Center Stage3.Greece Exposes the Hypocrisy and Limits of Europe's Russia Energy Sanctions4.Mark P. Mills Covers the Myth of an Energy Transition5.Fossil Fuels Still Generate 57% of the World's Electricity — But We Remain Deeply Dependent on Them for Transportation, Manufacturing, and Building the “Renewables” Themselves6.GE Vernova Raises 2026 Outlook on Surging AI-Driven Power Demand While Advancing Venezuela7.Nearly Half of Canadian Manufacturers Are Moving to the US — A Self-Inflicted Wound from Tariffs, Uncertainty, and Costly Green Policies8.Tesla's Q2 2026 Earnings: Record Deliveries and Energy Growth Overshadowed by Profit Miss Amid Massive AI InvestmentsCheck the articles on https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Real Talk
What's Killing Edmonton's Restaurants? // Canadian Stocks Are Booming

Real Talk

Play Episode Listen Later Jul 22, 2026 112:06


At least 15 Edmonton restaurants have closed in 2026 alone. What's going on? Restauranteurs Kristina Botelho (kb&co), Chris Decock (GRETA), and Nate Box (Fox Burger, District) give us the lay of the land in our feature interview (3:00) 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/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  58:30 | The Wedewer family from Aberdeen, Saskatchewan shares the highlights of their Jasper summer adventure in a special edition of #MyJasper Memories presented by Tourism Jasper.  PLAN YOUR JASPER ADVENTURE: https://www.jasper.travel/ 1:04:15 | Canadian stocks are booming. What's the best play? Marshall McAlister's in from North Road Investment Counsel with a fascinating case study. NORTH ROAD INVESTMENT COUNSEL: https://www.northroadic.com/ 1:27:30 | Jespo and Johnny debrief after the Edmonton Restaurants Round Table and see what Real Talkers are saying 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 REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH. If you're looking for solar, visit https://kuby.ca/solar and Costco. 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.

Invest Like the Best with Patrick O'Shaughnessy
Matthew Smith — How America Runs Out of Natural Gas by 2030 - [Invest Like the Best, EP.483]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jul 21, 2026 55:37


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

Real Talk
Trump Slams Canada With 50% Tariffs

Real Talk

Play Episode Listen Later Jul 21, 2026 101:08


Donald Trump is threatening Canada with 50% tariffs, citing "discriminatory trade policies" on American booze, dairy, and automobiles. How should Canada respond? Is this just another negotiation tactic by an erratic U.S. President, or further degradation of the Canada-U.S. relationship? We get into it with political scientist Dr. Duane Bratt (3:45) and Bianca Parsons of the Alberta Food Processors Association (37:30) in feature interviews 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/ AFPA: https://www.afpa.com/ 1:19:00 | Real Talkers have their say on tariff threats and the closure of a bunch of Edmonton restaurants 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 REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH. If you're looking for solar, visit https://kuby.ca/solar and Costco. 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.

First Trust ROI Podcast
Ep 76 | Bob Carey | New Leadership in Equity Markets…Will It Continue? | ROI Podcast

First Trust ROI Podcast

Play Episode Listen Later Jul 20, 2026 31:26 Transcription Available


Despite an ongoing war and shifting interest rate expectations, equity market performance favored small- and mid-cap stocks during the first half of 2026.  Bob Carey explains some of the reasons this shift has occurred and breaks down the risks and opportunities on the horizon.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website:  First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

RBN Energy Blogcast
Open The Door – New Pipeline Capacity Unlocks Supply Potential for Permian Natural Gas

RBN Energy Blogcast

Play Episode Listen Later Jul 20, 2026 11:12


Natural gas prices in the Permian spent the first half of the year in the red. Then, in mid-June, Kinder Morgan flipped a switch and now Waha prices are back above zero. The “switch” was a compression expansion on Gulf Coast Express, which added a desperately needed 570 MMcf/d of takeaway capacity.

Real Talk
EXCLUSIVE: U.S. Ambassador to Canada Pete Hoekstra

Real Talk

Play Episode Listen Later Jul 20, 2026 103:10


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.

The John Batchelor Show
S8 Ep1137: 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 Russi

The John Batchelor Show

Play Episode Listen Later Jul 17, 2026 12:34


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)

The John Batchelor Show
S8 Ep1133: 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

The John Batchelor Show

Play Episode Listen Later Jul 16, 2026 9:44


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)

West Michigan Live with Justin Barclay
U.S. natural gas hit 17-year high fueled by demand from AI data centers (Tech Talk)

West Michigan Live with Justin Barclay

Play Episode Listen Later Jul 16, 2026 25:07 Transcription Available


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

VPM Daily Newscast
7/16/26 - Dominion moves ahead with Cumberland natural gas plant

VPM Daily Newscast

Play Episode Listen Later Jul 16, 2026 5:04


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.

RBN Energy Blogcast
If You Build It – Will Increased Natural Gas Demand and New Pipelines Spur Higher Northeast Output?

RBN Energy Blogcast

Play Episode Listen Later Jul 16, 2026 10:34


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.

The Health Ranger Report
Bright Videos News, July 15, 2026 - Catastrophic Consequences To Follow Continued War Escalation + Interview with Daniel Davis (Deep Dive)

The Health Ranger Report

Play Episode Listen Later Jul 15, 2026 90:59


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:

The Options Insider Radio Network
The Futures Rundown 83: Unexpected Performance

The Options Insider Radio Network

Play Episode Listen Later Jul 15, 2026 38:46


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.

TD Ameritrade Network
From Oil to Natural Gas, Ben Cook Spots Energy Winners

TD Ameritrade Network

Play Episode Listen Later Jul 15, 2026 8:25


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

Energy Espresso
#47. Marshall Adkins on Oil, Geopolitics, and the Future of Natural Gas

Energy Espresso

Play Episode Listen Later Jul 15, 2026 53:24


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

West Michigan Live with Justin Barclay
U.S. natural gas hit 17-year high fueled by demand from AI data centers (Tech Talk)

West Michigan Live with Justin Barclay

Play Episode Listen Later Jul 14, 2026 24:38 Transcription Available


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

The Conversation
The Conversation: Makaha Mangoes; A look at Liquefied Natural Gas

The Conversation

Play Episode Listen Later Jul 14, 2026 54:00


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.

Talking Energy Show
Kent J. Williamson - American Heat Engine: Hydrocarbons and the Power of the United States - Coal. Oil. Natural gas. This is the incredible story of how hydrocarbons have energized the United States and its people.

Talking Energy Show

Play Episode Listen Later Jul 14, 2026 59:02


Kent J. Williamson - American Heat Engine: Hydrocarbons and the Power of the United States - Coal. Oil. Natural gas. This is the incredible story of how hydrocarbons have energized the United States and its people. Hydrocarbons, naturally occurring combinations of mostly hydrogen and carbon atoms with almost limitless uses, are much more than simply “fossil fuels”; they are the lifeblood of modern human civilization. They are central to economic and geopolitical power, even determining the fate of nations and empires. They have played a critical role in U.S. history, and they will be no less important to its future. In American Heat Engine: Hydrocarbons and the Power of the United States, join Kent J. Williamson on an epic journey through American hydrocarbon history, weaving together the amazing pasts of coal, oil, and natural gas in America, from the country's earliest days all the way to today and beyond. You will see how a now-almost-forgotten form of coal sparked the American Industrial Revolution, witness the birth of the American oil industry and its production of everything from lamp fuel to jet fuel, and follow natural gas as it transforms from an unwanted byproduct to a fuel and feedstock so ubiquitous that there are now millions of miles of pipelines carrying it across America! You'll also discover how the United States strategically employed its hydrocarbon resources to defeat totalitarianism and help usher in a period of unprecedented global prosperity. Kent J. Williamson grew up in Littleton, Colorado, not far from Coal Mine Road. He now lives in Tulsa, Oklahoma, the Oil Capital of the World, in a home with several natural gas-fueled appliances and a propane grill out back.

Tortoise QuickTake Podcasts
Mid-Year 2026 Investment Outlook: Pipelines, Gas, and Growth (July 14)

Tortoise QuickTake Podcasts

Play Episode Listen Later Jul 14, 2026 12:09


Here's what you'll learn:  How the global AI race will fuel energy demand for many years in what we are calling "the age of electricity"  Why natural gas is poised to be the biggest near-term winner for energy  What additional forms of energy, like nuclear, are contributing to worldwide energy demand  How U.S. energy security continues to create growth opportunities for many companies operating across the energy sector  What regulatory actions have been implemented to help lower energy costs for consumers  How commodity prices will likely remain sensitive to developments in the Iran conflict  Why capital allocation into energy and utilities remains strong  What that all means for portfolios moving forward into the second half of 2026 Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.    ----------  Chapters:  0:00: Intro  0:28 Mid-Year Investment Outlook  1:28 The Age of Electricity Strengthens by Demand  3:13 What's Fueling Natural Gas  4:38 Energy Demand Turns to Nuclear for Consistency  5:35 U.S. Supply Keeps Energy Pricing Secure  6:20 What to Watch in the Second Half of 2026  ----------  #pipeline #investmentoutlook #energydemand #energyinvestment #tortoisecapital #aiinfrastructure

RBN Energy Blogcast
Flawless – More on How Hyperscalers Mitigate the Impacts of Their Fast-Rising Use of Natural Gas

RBN Energy Blogcast

Play Episode Listen Later Jul 13, 2026 13:09


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.

The Options Insider Radio Network
TWIFO 504: A wild week in Energy, Ags, FX, Equities and More

The Options Insider Radio Network

Play Episode Listen Later Jul 9, 2026 51:15


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.