Podcasts about oil and gas

Applied Computing has raised a $20M Series A to build a foundation AI model for the oil, gas and petrochemical industry. Also, travel agency Fora announced a $60 million Series D round led by Forerunner and Tactile Ventures, valuing the company at $1 billion. Learn more about your ad choices. Visit podcastchoices.com/adchoices

New Zealand First wants to invest in surveying the country's offshore basins for oil and gas supplies to use domestically and export around the world. Winston Peters announced the new policy at the party's annual convention in South Auckland. Political reporter Tuwhenuaroa Natanahira reports.

The Department of Interior is proposing changes to oil and gas leasing rules in the name of “unleashing energy.” Environmental groups say these changes threaten environmental protections and limit public input.

Welcome to the Energy News Beat Standup, where host Stu Turley breaks down the 10 biggest energy stories reshaping global markets. In this episode, we dive into a world in flux: Russia's refining capacity is crumbling under Ukrainian drone strikes, Iraq is suspending exports and seeking independence from Iranian energy, and new pipeline projects are being fast-tracked to bypass the Strait of Hormuz. Meanwhile, back home, data centers are driving unprecedented energy demand, New York is doubling down on restrictive policies while Texas and Virginia race ahead, and grid vulnerabilities are becoming impossible to ignore. From geopolitical disruptions to emerging security threats—including rumors of Iranian drones in Cuba—this episode explores how energy markets are rebalancing, how new trading blocs are forming, and why now is the time to prepare for what's coming next.1. Global Oil Market RebalancingThe podcast opens with discussion of how the global oil market is undergoing significant rebalancing due to geopolitical disruptions, particularly Russia's degraded refining capacity from Ukrainian drone strikes. Russia's refining capacity has been slashed to 39 million barrels per day, forcing a shift in global trade dynamics.2. Russia's Refining Crisis & Ukraine's Drone CampaignA major focus is Ukraine's successful drone campaign against Russian refineries. Ukraine has struck over 24 of Russia's 34 major refineries, and all of Russia's major refineries are now within reach of Ukrainian drones. This has fundamentally changed how the war is being fought and has disrupted global energy supplies.3. Iraq's Energy Independence & Export ChallengesIraq has suspended crude loading at all export terminals (impacting 4 million barrels per day). The discussion covers Iraq's negotiations with major oil companies like Exxon and Chevron, and efforts to become energy independent from Iran by developing domestic natural gas instead of importing it.4. Strategic Pipeline Development & Hormuz BypassGoldman Sachs projects that new pipelines could divert 45% of Strait of Hormuz oil by 2027 and 60% by 2028. This reflects global efforts to circumvent potential disruptions at this critical chokepoint, which is bad news for Iran's economic recovery.5. Canada's Shale Gas RenaissanceLong-dormant shale gas reservoirs in Alberta are being revitalized through oil plays, particularly in the Basal Belly River Formation. This represents a significant opportunity for Canadian energy production.6. Data Center Energy Demands & New York's MoratoriumNew York has imposed its first moratorium on data centers (affecting only 5 facilities), which the host criticizes as "virtual signaling." The discussion contrasts New York's restrictive energy policies with other states like Texas, Virginia, and Georgia that are attracting data centers due to better energy availability and lower costs.7. Grid Resilience & Security ThreatsThe podcast warns about potential grid vulnerabilities, citing Exelon's CEO prediction that Americans could face blackouts as soon as 2027. There's also concern about 136 Iranian drones rumored to be in Cuba that could potentially target U.S. grid infrastructure in Florida.8. Energy Market Prices & Investment OutlookThe episode concludes with current market prices (WTI crude at $82.72, Brent at $88.77, natural gas at $2.91) and emphasizes the importance of energy awareness and personal preparedness for potential emergencies.Check 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/

We get the latest on oil and gas prices and what we're paying at the pump with Patrick De Haan, the chief of petroleum analysis for Gas Buddy.

* Have we been having more food safety issues recently? We spend some time with Darin Detwiler, an author and professor at Northeastern University, about food safety, what the government does to manage things, and how the whole system is supposed to work. * Getting the latest on oil and gas prices and what we're paying at the pump with Patrick De Haan, the chief of petroleum analysis for Gas Buddy.

* Eugene Green on the S&WB: "The bottom line is they have to do better" * Where y'at this weekend: burlesque, Creepy Fest, and Tales of the Cocktail * How is the food safety system supposed to work? * The DDD has a plan to help fill vacant properties. Here are the details * It's unfortunately perfect mosquito breeding weather

Montezuma County Assessor Leslie Bugg gave a grim report to the county commissioners Monday about revenues.

Gerges Scott joins Bob Clark on the morning show to discuss fundraising and much more.See omnystudio.com/listener for privacy information.

Tetragon Energy has just listed on the ASX. It holds some highly prospective acreage off the Philippines coast. It aims to bring in a big multinational partner to help fund the exploration program, in the hope of making a major oil and gas discovery. Guest Bio Conrad Todd is Managing Director of Tetragon Energy (ASX: TET), a newly listed Southeast Asian-focused oil and gas explorer targeting large-scale gas discoveries offshore and onshore the Philippines. He brings more than 44 years' experience in oil and gas exploration and development, having held senior technical and management roles including Exploration and Development Manager for Cooper Energy in Australia and for Lundin in Malaysia, Chief Geophysicist and New Business Manager for LASMO in Indonesia, and Chief Geophysicist for Occidental in Oman. At Lundin, he led the subsurface team behind a complex mixed oil and gas field producing 20,000 barrels of oil per day, while at Cooper Energy he ran the geoscience department through a period in which the company's market capitalisation grew from $20 million to $200 million. Conrad was Managing Director of Triangle Energy (ASX: TEG) from 2022 to 2026, and led the spin-out of its Philippines assets to form Tetragon Energy. He has also worked in mergers and acquisitions and reserve auditing for RISC, co-founded Vizier Energy Consulting, and served as a Non-Executive Director of Pilot Energy. Produced by Resource Media The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Links The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/ Company Website: https://www.tetragonenergy.com.au/ Key Insights Tetragon's Sulu Sea permits sit inside a proven, underexplored Borneo-style petroleum province Tetragon holds a 37.5% operated interest in SC-80 and SC-81, two deepwater blocks in the southern Sulu Sea directly adjacent to Borneo, a basin that has already yielded billions of barrels of oil and hundreds of trillions of cubic feet of gas. The blocks already contain two undeveloped discoveries totalling roughly 470 billion cubic feet of gross 2C gas resources, drilled by ExxonMobil between 2008 and 2010 before Asian gas prices collapsed in 2014-15. With regional gas prices now roughly three times higher, Todd says the economics of these existing discoveries have changed substantially. The Halcon prospect anchors a potentially company-making exploration target The largest prospect on the permits, a basin floor fan named Halcon, carries a conservatively estimated most-likely recoverable resource of 2.7 trillion cubic feet of gas. Around 4,000 square kilometres of existing 3D seismic data is being reprocessed using modern techniques, a process expected to take about a year and materially sharpen the company's confidence in both the discovered gas and the exploration upside. Todd expects an updated, likely larger, resource estimate for Halcon within the next few months. A farm-out to a major, not drilling success, is the first re-rating catalyst Because the blocks sit in 1,500-2,500 metres of water, Tetragon cannot fund a well on its own and is instead targeting a farm-out to a major or supermajor such as Petronas, Eni or Shell. Todd points to comparable ASX-listed companies with 3D-seismic-defined exploration plays that have re-rated by up to ten times their market capitalisation simply on securing a partner prepared to fund drilling, well before any well is spudded. The onshore Cagayan Basin project offers a faster, lower-risk path to cash flow Tetragon's 100%-owned onshore permit, SC-82 on Luzon, 250km north of Manila, hosts the Nassiping-2 gas discovery, first drilled in 1984 and later flow-tested by another operator. With Manila's power grid short of gas and a high-voltage line just 700 metres from the well site, Tetragon plans to firm up the resource with seismic or airborne gravity and magnetics work and a single follow-up well costing about $8-9 million, then generate and sell electricity on site rather than build a 250km pipeline to Manila. First-pass economics put the value of this project at $90-150 million. A clean spin-out structure and a strong ASX debut give investors direct leverage to the Philippines story Tetragon was spun out of Triangle Energy (ASX:TEG) via an in-specie distribution, with Triangle shareholders holding half of the new company alongside $4 million raised in an IPO priced at 20 cents a share. The stock listed this week and closed its first day at 25 cents. Todd notes the Philippines government is actively courting international explorers, offering domestic gas producers LNG-equivalent pricing, a starkly different regulatory stance to Australia's east coast gas reservation debate.  

European Heat Waves and Shifting Commodity Markets. Simon Constable. Extreme heat is becoming the norm in Europe, driving demand for air conditioning and pressuring electrical infrastructure. Commodity prices show mixed signals; oil and gas have risen due to Middle East tensions, while industrial metals like copper decline. In Britain, Andy Burnham is positioned as a likely future prime leader. (13)

Aside from a handful of high-profile deals, merger and acquisition activity in the US oil and gas sector has been tepid in recent months even as war in the Middle East pushed oil prices to multi-year highs. In this episode, S&P Global Energy's Christopher van Moessner, editor, oil futures, is joined by Americas news editor Ashok Dutta and senior reporter Eamonn Brennan to discuss the outlook for M&A activity in the sector and how it has been impacted by a White House that from the start has positioned itself as pro-oil. They dig into how the administration's deregulation efforts have so far failed to manifest in a wave of oil and gas dealmaking that has been seen in other industries, and how capex discipline and general price uncertainty have presented headwinds to M&A activity in the sector. 

In an era of unprecedented geopolitical tension and energy market volatility, Stu Turley of the Energy Newsbeat podcast sits down with Trisha Curtis, CEO of the Petro Nerds podcast, to dissect the forces reshaping global energy markets and international power dynamics. From Iran's desperate gambit to control the Strait of Hormuz to China's calculated investments in coal-to-oil synthesis, this conversation reveals how energy—not ideology or military might alone—is the true currency of geopolitical leverage.The hosts challenge conventional market wisdom, expose the hidden costs of net-zero policies, and make a compelling case that the United States possesses unprecedented energy advantages that policymakers and analysts have catastrophically underestimated. With Europe in energy decline, China preparing for conflict through energy resilience, and the Middle East in flux, this episode serves as a masterclass in understanding why energy security is national security, and why the decisions made today will determine which nations thrive and which fade into irrelevance.Check out the PetroNerds at https://www.youtube.com/@petronerds633 Connect with Trisha on LinkedIn https://www.linkedin.com/in/trisha-curtis-petronerds/1. Global Oil Market Volatility & Strait of Hormuz CrisisThe hosts discuss the unprecedented market volatility throughout the year, particularly focusing on the Strait of Hormuz and Iran's actions. They analyze how Iran's attacks on shipping and infrastructure represent desperation rather than strength, as alternative pipelines and routes are being developed by Saudi Arabia and the UAE to bypass Iranian control.2. Strategic Petroleum Reserve (SPR) ManagementA significant focus on how the U.S. and China are using their SPRs differently. Secretary Chris Wright is praised for using the SPR as a loan (requiring repayment) rather than a permanent release, which avoids budget cycle issues. The hosts note this strategy received insufficient market coverage.3. U.S. Oil & Natural Gas ProductionDiscussion of America's impressive production capacity—nearly 14 million barrels per day of crude oil and 136 billion cubic feet per day of natural gas. The hosts emphasize that the U.S. has significant leverage in global energy markets that isn't being properly appreciated or communicated.4. China's Energy Strategy & Geopolitical ImplicationsExtensive analysis of China's energy stockpiling, coal-fired power generation dominance (more than the U.S. total capacity), and investments in coal-to-oil synthetic manufacturing. The hosts interpret China's 2026 coal-to-oil investments as preparation for potential conflict.5. European Energy Crisis & DeclineCritical examination of Europe's energy policy failures, particularly the UK and Germany's abandonment of coal and nuclear power. The hosts highlight how net-zero policies have made Europe dependent on Russian LNG and created energy security vulnerabilities.6. Electricity Grid Reliability & Cost IssuesDetailed analysis showing that wind and solar installations increase electricity costs without improving reliability. The hosts present data showing blue states have 38% higher electricity prices than red states, correlating directly with renewable energy policies. They argue that baseload power (coal, natural gas, nuclear) is essential.7. ESG & Net-Zero Policy CriticismStrong critique of ESG metrics and net-zero commitments by major oil companies, arguing these policies increase costs without environmental benefit and represent a form of control rather than genuine sustainability.8. U.S. Manufacturing & Supply Chain ResilienceDiscussion of reshoring manufacturing and the importance of controlling the entire energy value chain—from crude extraction through plastics manufacturing—to reduce dependence on China and create a more resilient economy.9. NATO, Defense Spending & Geopolitical RealignmentAnalysis of NATO discussions, with criticism of European countries (particularly Spain) for insufficient defense spending and energy investment. Discussion of new trading blocs forming around the U.S., Saudi Arabia, UAE, Russia, India, and Japan.10. LNG Market DynamicsAnalysis of Qatar's LNG production disruptions and the broader natural gas market, including how Iran's attacks on LNG vessels represent attempts to control energy flows and how alternative infrastructure (floating LNG, pipelines) may bypass traditional chokepoints.The overarching theme is that energy security is fundamental to national security and economic prosperity, and current Western policies prioritizing net-zero over reliable, affordable energy are strategically disadvantageous compared to competitors like China.This will be more in line with a new series covering the global energy policies and insights from Trisha. Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Since February, companies have canceled plans for over $15 billion in carbon capture projects in Louisiana. Has the potential economic boom from the industry fizzled away? Greg Upton, Director of LSU's Energy Institute, joins us.

* Does Gov. Landry have fences to mend as he gears up for re-election? * Good news on redeveloping the old Lindy Boggs site? * Where does Kellen Moore sit in NFL head coach rankings? * Every 40 seconds someone suffers a stroke. Here's what you need to know * Has the carbon capture boom in Louisiana fizzled away? * Is the ceasefire with Iran over?

Milano ha registrato un calo dell'1,3%, lontana dai 52.000 punti, mentre il settore oil and gas ha sostenuto alcuni titoli. Il mercato obbligazionario ha visto lo spread BTP-Bund superare gli 80 punti base. Learn more about your ad choices. Visit megaphone.fm/adchoices

The price of oil has been dropping, and now OPEC is saying they're going to increase production. What does that mean for the oil and gas industry in Louisiana? We talk with Eric Smith with Tulane's Institute of Energy.

* The price of oil has been dropping, and now OPEC is saying they're going to increase production. What does that mean for the oil and gas industry in Louisiana? * What is the Beneficial Ownership Information rule, and why are small businesses pushing against this federal mandate? We'll break it down

Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/1. Sanctions Against Russia & Their IneffectivenessThe hosts discuss Doomberg's article "Treatment Resistant," which argues that sanctions against strong countries like Russia don't work as intended. They compare it to treating cancer—if you don't cure it, it comes back stronger. The EU's strategy of limiting Russian LNG exports while simultaneously importing Russian LNG is highlighted as contradictory and ineffective.2. EU Censorship & Free Speech ConcernsA significant portion focuses on European overreach in censorship, including a new European Court of Justice ruling that makes it illegal to even quote or critique Russian media. This threatens independent journalists and Substack creators, raising concerns about freedom of speech and the weaponization of sanctions enforcement.3. Ukraine War & Geopolitical StrategyThe conversation covers the ongoing conflict in Ukraine, including:Russian refinery damage from drone strikes and its actual impactThe importance of the land corridor to Crimea for RussiaCriticism of endless U.S. military involvement in foreign conflictsThe need for diplomatic talks between Trump, Putin, and Zelensky4. Energy Markets & Oil PricingDiscussion of current oil prices (~$68/barrel), refining capacity constraints, and the crack spread differences between Texas ($5) and California ($15). They debate whether oil will drop to $50 and discuss the role of NGLs (natural gas liquids) as an alternative hydrocarbon source.5. Peak Not Oil & NGL ProductionDoomberg presents the thesis that we're not running out of oil—instead, we're transitioning to abundant NGLs (propane, butane, ethane). U.S. NGL production is expected to cross 8 million barrels per day, offering cleaner-burning alternatives.6. NATO & U.S. Foreign PolicyCritical examination of:Article 5 obligations (e.g., defending Estonia)The Jones Act and its impact on energy pricesWhy the U.S. should focus on the Western Hemisphere rather than global conflictsThe dangers of nuclear proliferation resulting from military interventions7. California's Energy CrisisDiscussion of California's regulatory overreach, refinery closures, and how the temporary suspension of the Jones Act has helped provide cheaper energy to the state.8. Upcoming Doomberg Stories"Sources and Methods" (Friday) - Examining media bias and how to verify information in an age of AI and deepfakes"Blue Chips" (Tomorrow) - A gas-to-data project in the Permian involving Chevron, Microsoft, and GE9. Media Literacy & PropagandaThe hosts emphasize the importance of critical thinking, cross-referencing multiple sources (including alternative media), and understanding that major outlets like the Financial Times have biases and propaganda elements mixed with legitimate reporting.This episode is essentially a deep dive into energy geopolitics, the failures of Western sanctions policy, and the importance of independent analysis in an increasingly censored information landscape.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

You won't want to miss this episode with Jack Prandelli from Switzerland. As an international trader and Substack Author, Jack has been on target with his articles on global oil and Gas Markets. Check out The Merchant News Substack: https://themerchantsnews.substack.com/Follow Jack on X @jackprandelliConnect with Jack on LinkedIn: https://www.linkedin.com/in/prandelligiacomo/1. LNG (Liquefied Natural Gas) Supply & GeopoliticsThe hosts discuss Shell's report on increasing LNG demand and how the U.S. is positioning itself as the world's most reliable LNG supplier. Key points include:Damage to Qatar's Ras Lafanne facility (70% production loss) has shifted market dynamicsThe U.S. is signing long-term LNG contracts with Asian clients, displacing QatarEurope faces competition with Asia for U.S. LNG supplies due to lost Russian gasThis represents a major geopolitical win for the U.S.2. Critical Minerals & Copper Supply ChainExtensive discussion on copper's critical role in energy transition and manufacturing:Copper is essential for AI, green energy, and electrificationChina controls over 50% of global copper refining capacity, creating strategic dependencyThe U.S. lacks domestic processing infrastructure despite abundant lithium reservesThis supply chain vulnerability gives China significant leverage over Western economies3. Oil Prices & Trump's StrategyAnalysis of Trump's focus on lowering oil prices before midterm elections:Discussion of the "crack spread" (refining margin) and why lower crude prices don't immediately translate to lower gas pricesStrategic use of the U.S. Strategic Petroleum Reserve for exports and refiningComparison with China and India's government pressure on refineries to keep prices lowThe importance of reopening the Strait of Hormuz for oil transit4. India's Rising Oil Demand & Russia-India PartnershipIndia emerges as a critical player in global energy markets:India will lead global oil demand growth by 2050India increasingly imports Russian oil despite sanctionsA strategic partnership is forming where Russia exports crude to Indian refineries, which then supply Russia with refined productsThis relationship reduces Russia's dependence on China5. Geopolitical Realignment & Energy DominanceBroader discussion of shifting global power dynamics:The U.S. is reasserting control over South American oil resources (Venezuela, Argentina)China's strategic oil reserves strategy and patient approach to purchasingThe fragmentation of the world into competing trading blocs (U.S., China, Russia, India, Saudi Arabia)Soft power and hard power strategies in energy markets6. California's Energy Crisis & Renewable FailuresA cautionary case study on premature green energy transition:California's net-zero policies have devastated oil production (from 2,000 wells/year to 17 in 2025)Refining costs in California ($15/barrel) are 3x higher than Texas ($5/barrel)California now imports 40-60% of its diesel, jet fuel, and gasoline from AsiaOnly 6-7 refineries remain (down from 38), with more slated to close7. Renewable Energy Reality CheckCritical analysis of the renewable energy transition timeline:$10.2 trillion spent on wind and solar has only yielded 3% energy gainCurrent battery storage technology is insufficient for grid-scale implementationNuclear energy is more reliable but faces uranium supply chain concernsThe hosts advocate for lowest-cost, lowest-environmental-impact energy solutions8. Strategic Energy IndependenceOverarching theme about national security:Energy security must start at home with domestic productionEnergy dominance is demonstrated through exportsOver-reliance on foreign supply chains (especially China) creates vulnerabilitiesThe U.S. should leverage its oil and gas advantages while developing nuclear capacityThe podcast emphasizes that global energy markets are in flux, with the U.S. reasserting dominance, new trading blocs forming, and critical mineral/metal supply chains becoming geopolitical battlegrounds. The hosts argue that premature abandonment of fossil fuels without adequate alternatives is economically and strategically dangerous.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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* Getting the latest on oil and gas prices and what we're paying at the pump with Patrick De Haan, the chief of petroleum analysis for Gas Buddy. * The dead zone in the Gulf is expected to be larger than average this year. What causes the dead zone? Is any progress being made on shrinking future ones?

We get the latest on oil and gas prices and what we're paying at the pump with Patrick De Haan, the chief of petroleum analysis for Gas Buddy.

In its 25th year, the Panetta Institute for Public Policy's annual survey of college students found increasing concerns about artificial intelligence. And, the Bureau of Land Management has finalized its new plans for oil and gas leases on federal lands, including off the Central Coast.

Secretary Chris Wright is the Best Energy Secretary in the United States history, in my opinion, and today is a great example of that. His Department of Energy approval for the Aalo Atomics reactor start is huge for the United States. And on the other side of the Pond in the UK, you have the complete opposite, and you can see Ed Miliband banning North Sea oil production, but buying North Sea oil and gas from Norway. This is shades of Jennifer Granholm! We cover 10 Big stories today on the Energy News Beat Stand Up. 1. Advanced Nuclear Energy Approvals (Opening Story)The podcast leads with a major milestone: Secretary Chris Wright approved the Allo-X Critical Test Reactor to reach critical mass. This represents a landmark achievement for U.S. nuclear energy, with hopes to reach criticality before July 4th. The host also mentions other advanced reactors like Tetra's Mark Zero and Valar Atomics' high-temperature gas reactor reaching zero power criticality in Utah.2. Oil Market Volatility & Strait of Hormuz DisruptionsExtensive discussion of crude oil market fluctuations driven by geopolitical tensions. Jeff Curry (from CNBC) argues that recent price declines are temporary, with underlying market conditions remaining tight. The podcast covers:Previously trapped crude being released through the Strait of HormuzShipping risks and limited operational lanesTanker attacks and captains avoiding the straitPredictions of future price spikes due to depleted SPR and Cushing reserves3. Middle East Energy Politics & Supply RoutesSaudi Arabia resuming tanker loadings at Ras TanuraIraq reversing pipeline flows to route crude northward to TurkeyIran's declining relevance due to reduced transit feesQatar's LNG challenges and alternative routing around the Strait of Hormuz4. EU Methane Regulations & Energy SecuritySecretary Chris Wright and other officials warn that proposed EU methane regulations could disrupt European oil and gas supply. The host criticizes these regulations as a wealth transfer that increases consumer costs without climate benefits.5. UK Energy Policy CriticismEd Miliband (UK Energy Secretary) vetoed a proposal to increase North Sea oil and gas drilling, despite the UK still relying on 40% natural gas. The host criticizes this as economically counterproductive.6. Refining Economics & California's ImpactDiscussion of refining costs and how California's regulatory overreach creates massive price disparities:Texas refineries: $5/barrel to refine gasolineCalifornia refineries: $15/barrel to refine gasolineCalifornia drivers pay $2.16 more per gallon than TexasCalifornia must import 40-60% of gasoline from Asia7. AI Boom Driving Natural Gas DemandTennessee Valley Authority reports electrical demand is exceeding forecasts due to AI and hyperscaler data centers, forcing massive natural gas expansion. The host emphasizes natural gas won't disappear anytime soon.8. Grid Infrastructure CrisisNew York faces a tightening electricity supply as AI data centers and new manufacturing seek grid connections by 2030—equivalent to the load of an entire New York City. The host criticizes politicians for ignoring the need for 24/7 dispatchable power and the physics of AC grid requirements.9. Political Commentary & Election IntegrityThe host calls for the "Save America Act" to ensure legal registered voters in elections, criticizing Senator Thune and broader election integrity issues, particularly in California.The podcast weaves together energy market realities, geopolitical tensions, regulatory policy, and infrastructure challenges into a comprehensive view of current U.S. energy security concerns.1.Aalo-X Gets the Approval to Turn On the Aalo-X Critical Test Reactor Secretary Chris Wright Signs the Critical Notice – A Landmark Milestone for U.S. Advanced Nuclear and AI Power2.Jeff Currie: Oil Market in Surplus Today, But That Tells Us Nothing About Tomorrow3.Saudi Arabia Starts Loading Tankers at Ras Tanura's Sea Port4.Iraq Set to Accelerate Hormuz Bypass5.Iraq Cuts West Qurna/2 Output Under Force Majeure as Tankers Remain Unavailable6.U.S., Qatar, Nigeria, and Algeria Warn Proposed E.U. Methane Regulations Could Disrupt Europe's Oil and Gas Supply7.Ed Miliband Vetos Plan to Boost Oil Output for Defense Fund8.Phillips 66 CEO Mark Lashier warned of greater refining and petrochemical earnings volatility from Hormuz disruptions9.AI Boom Forces Tennessee to Plan Massive Natural Gas Expansion10.Politicians have broken America's grids – And Consumers pay the price – Through the noseCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

In this episode, Dr. Peter Kim sits down with Troy Eckard, a 41-year oil and gas veteran who says what's happening in the energy market right now is something he has never seen in his entire career. They break down why the Strait of Hormuz crisis is about to hit physicians' wallets harder than most realize, what the major tax advantages in oil and gas are that almost no one is talking about, and why the window to act may be closing faster than you think. If you've been sitting on the sidelines wondering whether oil and gas belongs in your portfolio, this is the episode that might finally answer that question. Tune in! Eckard Enterprises brings this episode to you. Eckard Enterprises, LLC, is a family-owned and operated alternative investment and asset management firm, specializing in mineral rights and the U.S. energy industry. Eckard believes that owning tangible assets is one of the safest, long-term investment strategies available in today's investment climate. Learn more about Eckard Enterprises! Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.

Kind of like renters do, oil and gas operators must leave a deposit in case they make a mess. But an investigation by Denver journalist Joe Fassler found the state's failed to collect as much as $1 billion in bonding. Then, "Raising Colorado" looks at the challenges military families have finding childcare. Plus, we visit a French-inspired restaurant in Crested Butte which opens for the season on Friday. And get a behind-the scenes tour of the new Leonardo da Vinci Museum in Pueblo. 

Louisiana recently banned people from suing oil and gas companies over climate change. We'll break down what's going on with Mark Davis, a professor of environmental law at Tulane.

How is the oil and gas industry reacting to the peace news? How long will it be before WE see any changes? We'll talk with Greg Upton, from LSU's Energy Institute.

* How is the oil and gas industry reacting to the peace news? How long will it be before WE see any changes? We'll talk with Greg Upton, from LSU's Energy Institute. * Louisiana recently banned people from suing oil and gas companies over climate change. We'll break down what's going on with Mark Davis, a professor of environmental law at Tulane.

Those giant pyramids of sand at every frac site exist for one reason, and it turns out the industry might be quietly running short on the good stuff. Curtis Wilie and Josh Johnson of Superior Energy Services break down how a coal byproduct called fly ash is shaking up the proppant game, why something three times finer than sand outperforms it, and how pulling forgotten barrels from legacy wells could matter more than drilling new ones. Plenty of analogies, zero shame about the dumb questions.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00  Why there's sand everywhere on a frac site01:00  How hydraulic fracturing actually works04:00  River frac in the 1930s and the search for the right proppant06:00  The sand economy and a looming supply squeeze09:00  Where sand comes from and the Permian conveyor belt16:00  Meet EcoReach: fly ash instead of sand19:00  Lighter, stronger, finer, and how it travels farther21:00  Unlocking micro fractures and trillions of trapped barrels25:00  Sourcing ash from coal plants worldwide29:00  Walnut shells, steel balls, and other proppant experiments30:00  Skipping the blender and pumping at six barrels a minute33:00  Flowing like water and getting 90 percent of fluid back35:00  The floor jack analogy for frac initiation37:00  The godfather story and balancing the proppant triangle43:00  Who's adopting it and the case for refracshttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

AP correspondent Ed Donahue reports on new U.S. restrictions on Cuba.

Today we were delighted to host Karl Hersvik, CEO of Aker BP, in our offices in Houston. Karl has served as CEO since 2014 and has overseen a period of significant growth and transformation at Aker BP. We were thrilled to hear Karl's insights on operational excellence, artificial intelligence, data architecture, and the future of oil and gas. As you'll hear, Aker BP has built a differentiated operating model centered on productivity, long-term alliance partnerships, and technology deployment. In our conversation, Karl shares how Aker BP has achieved industry-leading operational performance through a relentless focus on continuous improvement, standardized workflows, and deep collaboration with key service providers. He explains why the company believes data should be treated as a strategic asset and how years of investment in data infrastructure have positioned Aker BP to become what he calls the industry's first "AI-native" oil and gas company. We discuss how AI and agentic workflows are already accelerating engineering, operations, and exploration workflows across the company, enabling faster decision-making, improved productivity, and more efficient capital deployment. Karl introduces the concept of “vibe engineering,” the idea that engineering expertise can be codified into AI agents that perform work in parallel, allowing humans to focus more on training, oversight, and optimization. He argues that this shift has the potential to dramatically compress development timelines and fundamentally reshape how oil and gas projects are executed. Karl provides a fascinating perspective on the future of the energy industry, arguing that AI will create a new generation of winners and losers, while increasing the importance of focus, culture, and organizational adaptability. He also shares his views on energy security, the evolving role of Norwegian oil and gas in Europe, and why resilience, not prediction, will be the defining competitive advantage in an increasingly volatile world. We greatly enjoyed the conversation. Mike Bradley started the show by noting that the Iran war has entered its fifteenth week, with markets still largely trading around developments tied to the conflict. He emphasized that this week will be different, as both institutional and retail equity investors shift their attention to the upcoming SpaceX IPO—pricing Thursday. On the oil front, WTI is currently trading at ~$89/bbl, down ~$2 from last week's close. He credited the Trump Administration with effectively maintaining a market narrative that a broader Iran resolution is imminent, which has helped keep WTI range-bound between $85 and $105/bbl. However, he cautioned that this narrative may begin to lose traction as markets head into the peak summer demand season. He also noted a gradual shift in oil strategist discussions toward the post-war landscape, particularly around how quickly shut-in production could return to pre-conflict levels. Turning to equities, he pointed out that the S&P 500 is modestly higher this week following a ~1.5% pullback last week, which ended a nine-week winning streak. He noted early signs of strain in the AI trade, as several semiconductor stocks experienced sharp corrections, prompting a rotation into more defensive sectors. He ended by highlighting that Equinor ASA will host its Capital Markets Day next week, marking the 25th anniversary of its listing on both the Oslo and New York Stock Exchanges. Arjun Murti expanded on the Strait of Hormuz discussion by emphasizing that while no one knows exactly how the situation will unfold, current market stability is being supported by inventory draws, SPR releases, and lower Chinese imports, none of which are sustainable indefinitely. He cautioned that a prolonged disruption would ultimately risk a global recession by forcing significant demand destruction, reinforcing the need for a peaceful resolution and a rapid return of shut-in production. More broadly, he reiterated his "Geopolitical Super Vol" thesis, arguing that companies should stop planning around a single oil price outlook and instead prepare for a wide range of outcomes, from deep downturns to periods of $100+ oil. In his view, the winners will be businesses that can remain profitable through volatility, strengthen their balance sheets during periods of strong cash flow, and capitalize on opportunities when competitors are reluctant to invest. 

NM manages to squeak out a gain to 49th in Kids Count. Paul and Wally discuss the latest numbers. NM has an $850 million oil and gas windfall, but New Mexicans won't see any of that. MLG is proud of our higher education ranking? Bernalillo County is looking to offer $1.2 billion in IRB's for a massive West Side solar facility.   New Mexico's Chamber of Commerce issued a report that provides sound ideas for economic reform. ABQ City Council to reconsider a gross receipts tax hike for a swimming pool and possibly place it on the ballot for this fall. RGF has an opinion piece on the LFC study on economic development incentives. Paul provides a recap on the Foundation's recent event with Anastasia Boden.  Paul is heading to SE New Mexico for a series of talks.

The Strategic Petroleum Reserve could drop to levels not seen since the 1980s. What actually IS the Strategic Petroleum Reserve? Where is it located? Eric Smith, a professor at Tulane's Institute of Energy, joins us.

“ Iran will have permanent control over the Strait of Hormuz. As though that necessarily, in and of itself, is bullish for oil prices. I would argue that, in fact, it isn't. “Doomberg, Substack Author, Energy AnalystThis was another great discussion with Doomberg, and we had over 100k listens and views, plus even more impact from social media during his last visit. This discussion included several key quotes, and I have about 10 of them listed below the video.Make no mistake, the global energy, oil, and gas markets have changed permanently.“Energy security starts at home. Energy dominance is displayed through your exports. “Stu Turley, Energy News Beat Podcast HostWe recommend https://newsletter.doomberg.com/1. Geopolitical Control of the Strait of HormuzThe hosts explore Iran's potential permanent control over the Strait of Hormuz and what this means for global energy markets. The key insight is that while many assume this would drive oil prices higher, the real issue is about sanctions and U.S. dollar hegemony—Iran would need sanctions lifted to collect tolls, which threatens the dollar's position in the global financial system. Long-term, alternative pipelines and infrastructure will mitigate any supply disruptions.2. North American Energy DominanceA major focus is on how the Western Hemisphere (particularly the U.S. and Canada) is becoming an energy powerhouse through:Natural gas production and LNG exports (growing from near-zero to ~30 BCF/day by decade's end)Oil development in Argentina (Vaca Marta), Guyana, Venezuela, and BrazilPipeline infrastructure like Mountain Valley PipelineThe concept of “energy security starts at home” and exporting energy as a display of dominance3. Qatar's LNG Disruptions and Helium CrisisWhile Qatar supplies 20% of global LNG, the real story is helium—Qatar controls about a third of the global helium market. Helium is critical for semiconductors and MRIs, and there's no easy replacement. Recent attacks have disrupted Qatar's production.4. The AI Bubble and Market DynamicsThe hosts discuss:The SpaceX IPO as a potential “top of the Ponzi cycle” with a $1.75 trillion valuationHow AI is simultaneously a transformative technology AND a massive bubble (like railroads and the internet before it)The importance of AI validation and verification—AI without accountability wastes moneyHow companies must be built with AI at their core to survive; large legacy companies may struggle to adapt5. AI Implementation and Business TransformationPractical discussion on:How AI can eliminate inefficiencies (e.g., reducing invoice processing from 2 months to 2 minutes)The need for human oversight and “AI-aware” workers vs. “AI-ignorant” onesAuthentic human content creation remaining valuable in an AI-saturated worldHow small, lean businesses with owner mentality adapt faster than bloated corporations6. Future Economic Blocs and Global RealignmentThe hosts predict a shift toward new trading blocks: the U.S., India, Russia, Saudi Arabia, UAE, China, and Japan forming alternative economic structures, with the EU and UK potentially falling behind.Global Oil and Gas Markets Update - Doomberg's insights and opinionsCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

 Running data security for Candy Crush during a pandemic turns out to be solid training for almost anything, and Sam Texas brought that hard earned paranoia to Collide. From flipping thrift store suits on eBay to keeping the world's biggest mobile game alive from Sweden, his road to oil and gas was anything but typical. He breaks down defense in depth, SOC2, and why locking down AI inside a company becomes its own arms race once the machines start fighting the machines.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00  The Candy Crush guy comes to Houston02:07  eBay suits, semiconductors, and a detour to Sweden04:50  How a LinkedIn DM turned into Collide07:13  Going all in on Claude and chasing SOC209:40  Security explained, Fort Knox style12:42  What's set in stone, what's in flux14:29  The AI versus AI arms race15:04  The Mythos model and real reasons to pay attention16:32  Big brother advice for adopting AI safely20:00  Data exfiltration and what keeps him up at night22:30  The next 30 to 60 days at Collide24:39  Securing the bleeding edge for an industry that skipped SaaShttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

The podcast opens with updates on the closure of the Strait of Hormuz, a German state-owned energy company contracting for Canadian West Coast LNG, and the Pope's theological document warning about AI. Next, Peter and Jackie introduce this week's guest, Marc Spieler, Senior Managing Director for the Global Energy Industry at NVIDIA, joining from Houston, Texas, to discuss the latest developments at the intersection of AI and energy. Energy and AI are deeply interlinked. Energy companies are using AI to improve efficiency across oil and gas, renewables, and emerging sources such as next-generation fission and fusion. At the same time, AI's explosive growth is driving significant new electricity demand, requiring a build-out of both generation and grid infrastructure. Predicting future power demand from AI remains uncertain; it depends on the pace of adoption and whether GPUs, along with other delivery components of the digital infrastructure stack, will become more efficient over time. Marc highlights that data centres are becoming more flexible, with the ability to reduce consumption during periods of grid stress. This would allow new data centre capacity to be added without straining the grid, while also lowering costs for all power consumers by improving system utilization during off-peak periods. Content referenced in this podcast: NVIDIA Blog with examples of energy company AI applications: Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power‑Flexible AI Factories to Fortify the Grid (March 2026) NVIDIA's NeMo Framework was used for asset integrity and reliability at Petrobras (March 2025) NVIDIA's Earth-2 library of open models, libraries, and frameworks that democratize global access to professional-grade weather and climate AI NVIDIA Vera Rubin DSX AI Factory reference design to maximize efficiency (March 2026) NVIDIA and Emerald AI, along with other energy companies, pioneer flexible AI factories (March 2026)  Pope Leo XIV, Magnifica Humanitas: On Safeguarding the Human Person in the Time of Artificial Intelligence (May 25, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

Getting the latest on oil and gas prices and what we're paying at the pump with Patrick De Haan, the chief of petroleum analysis for Gas Buddy.

* What are the biggest issues still remaining in the legislative session? What have been the highlights…and the lowlights…so far? * We'll get the latest on oil and gas prices and what we're paying at the pump with Patrick De Haan, the chief of petroleum analysis for Gas Buddy.

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

Pytheas Energy CEO Josh Zuker joins Inside Startup Investing to discuss how the company is using AI and data analytics to revive overlooked oil wells abandoned by major operators. Drawing on his unconventional journey from finance and real estate into oil and gas, Josh explains how Pytheas identifies underperforming “stripper wells,” optimizes production through monitoring technology, and builds long-term value from assets others leave behind. The conversation dives into the economics of oil production, how Pytheas approaches acquisitions and operational efficiency, and why the company ultimately views itself as both an energy operator and a technology company. Josh also shares his vision for turning Pytheas' growing dataset into a scalable software and analytics platform that could eventually serve independent operators across the oil and gas industry. Chris and Josh also discuss the future of AI in energy, blockchain and tokenization opportunities in commodities, and Pytheas Energy's long-term vision to scale production, acquire more assets, and potentially pursue an IPO.

It's time to vote early in New Mexico. Paul and Wally discuss early voting and some of the issues on the primary ballot. ABQ spends considerable amounts on the arts. Where does the money go?  Whatever happened to taxpayer subsidized Unser Crossing. New Mexico politicians "grapple" with the oil and gas boom. New Mexico sees limited benefit from tax incentives. The NY Times highlights NM's lousy education outcomes. Friend of the show and private sector space analyst Doug Messier calls Virgin Galactic "Zeppelins of Today."

Great Britain is Europe's third largest oil and gas producer, even with a commitment to a net-zero economy by 2050. A small group of climate activists is helping the UK meet that target by winning a Supreme Court decision that's blocking any new UK oil and gas projects that don't assess climate impacts. Sarah Finch of Surrey, near London led the fight against proposed oil and gas drilling in the region known as the Weald, and she's been recognized with the 2026 Goldman Environmental Prize for Europe.   Also, as China rapidly builds out renewable energy, it's using some of that clean energy to power industrial activities like making aluminum, which is in high demand from data center and electrification projects. China produces 60% of the world's aluminum, and smelting the metal uses massive amounts of electricity.   Plus, elephants are social animals like us and pass down to their young knowledge and skills crucial to living a successful life. Researchers have found that elephant youths conduct themselves differently if they were raised without elders. Orphaned elephants have been seen struggling to integrate into broader social groups and inaccurately assessing threats from predators. -- Find photos, transcripts, links to more information about these stories, and much more at the Living on Earth website, loe dot org! Learn more about your ad choices. Visit megaphone.fm/adchoices

Sulfur is a lynchpin commodity, connecting the oil and gas industry to food production and much more. Already in a structural supply deficit, now, nearly half the world's internationally traded sulfur is off the market with the shutting down of the Strait of Hormuz. There is no clear line of sight as to how quickly supply could return with potentially catastrophic consequences for the world. What is sulphur (sulfur), how and where is it produced and what is it used for and why is the world not talking about this? Our guest is Meena Chauhan, Senior Manager over sulphur and sulphuric acid research at the consulting arm of Argus Media. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

As we work on some new episodes for you, we'll be re-running some old favorites from the archive. Please enjoy this episode from back in February with Will Ulrich, the co-CEO of Presidio Petroleum. Summary:For most companies in the oil industry, drilling new wells is a major part of their business strategy. Today, we're highlighting a firm that's taking a very different tack. Will Ulrich has served as co-CEO of Presidio Petroleum alongside his partner Chris Hammack, since founding the company in 2017. Presidio's mission is to generate the oil industry's best return on capital by delivering the industry's lowest operating expenses, highest profitability and best emissions profile — all without doing any drilling. Today, Will shares Presidio's unique approach to value creation, their upcoming plan to go public via business combination, and the reasons why they're optimistic for the future. Highlights:Founding Presidio (1:57)Going Public (4:45)The end of the 'Capital Intensive Shale Era' (7:06)Institutional Backing (8:58)Dividend (10:46)Private Equity (13:58)Reducing Operating Costs (17:21)Field Incentive Plan (20:55)Stable Well Production (22:30)Hedging (23:42)CapEx (25:43)Acquisition Strategy (27:23)5-year Outlook (29:17)Links: Will Ulrich LinkedInPresidio LinkedInPresidio WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

Today we were pleased to welcome Alfredo Álvarez, Industrial and Energy Leader at EY Latin America, for a wide-ranging discussion on the evolving energy, mining, and investment landscape across the region. Alfredo joined us from his office in Mexico City. We were especially excited to host Alfredo on Cinco de Mayo, as it felt like an opportune time to take a broader look at Latin America. In recent weeks and months, we have had several conversations focused on Argentina, Venezuela, Cuba, and Mexico. We were thrilled to hear Alfredo's insights on capital flows, geopolitical dynamics, and development trends, as well as his perspective on the region's evolving investment landscape. In our conversation, Alfredo walks us through the evolving energy, mining, and industrial landscape across Latin America, highlighting the region's significant resource base and growing strategic importance, particularly in mining, where Latin America holds a dominant share of global reserves. We discuss the resurgence in oil and gas activity across South America, including momentum in Argentina, Brazil, and Guyana, as well as early signs of reopening in Venezuela. We explore the shifting political and investment climate across the region, with improving conditions in countries such as Argentina, Brazil, Chile, and Peru, alongside continued challenges in Mexico and Colombia. We cover China's expanding role in Latin America through investment, financing, and trade, particularly in mining and infrastructure. Alfredo shares his perspectives on emerging opportunities in frontier markets like Bolivia and Guyana, the growing role of digitalization in driving efficiency across energy and mining, and the broader theme of Latin America re-emerging as a compelling, albeit complex, destination for global capital. Thank you to Alfredo for joining us and sharing his thoughtful perspectives. Jeff Tillery kicked off the show by noting that U.S. equity markets continue to push to new highs, with the S&P 500 up ~10–11% year-to-date and the Nasdaq up ~16%, even as crude prices have risen sharply. Despite this backdrop, the broader market appears to be largely shrugging off medium-term energy risks. Meanwhile, energy executives have become increasingly vocal about potential supply shortages, disruptions, and broader economic impacts. While some of that commentary may reflect industry positioning, there is a growing concern that prolonged energy constraints could create more meaningful economic headwinds. At the same time, early signs are emerging of increased domestic oil activity, with producers beginning to ramp up completion activity, suggesting increased oil output could follow. Mark Castiglione added his questions and perspective to the discussion as well.

Trumps solution to Europe for opening the Strait of Hormuz. We are seeing even more terrible messaging from the Trump administration. Nearly burning the house down. Patriotism used to hold back the communists in the Democrat Party but its simply not there anymore. Love of country is essential for a country to exist. Follow The Jesse Kelly Show on YouTube: https://www.youtube.com/@TheJesseKellyShowSee omnystudio.com/listener for privacy information.