Podcasts about oil and gas

Plus: IPO documents show Softbank-backed data center venture issued perks to land OpenAI. And SLB acquires data-center cooling company Kelvion for $4.1 billion. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this weekend's episode, three segments from this past week's Washington Journal. First: As gas prices continue to rise with the war with Iran, there's renewed scrutiny of America's oil and gas companies. We speak with Dustin Meyer from the American Petroleum Institute about the impact on consumers and the state of oil and gas reserves in the U-S. Then: Conservative columnist and podcaster Henry Olsen of the Ethics and Public Policy Center discusses Campaign 2026 and political news of the week. Finally: A conversation with Amanda Litman – co-founder of the group "Run For Something" whose goal is to help elect young progressives. We'll talk about that effort – and the role of progressives in the midterm campaign and beyond. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stijn Schmitz welcomes Ted Oakley to the show. Ted Oakley is Founder and Managing Partner | Oxbow Advisors. The discussion explores investment strategy, focusing on long-term holdings, hard assets, and contrarian opportunities. Oakley emphasizes the importance of a longer investment horizon, typically holding stocks for three to ten years, while acknowledging that most traders focus on short-term moves, often using leverage and options—which he views as risky. He notes that his firm recently bought back gold, silver, and mining stocks after significant corrections, considering them cheap on a cash flow basis, and continues to hold energy positions. Oakley expresses caution regarding certain AI-driven tech companies, citing concerns about debt levels, earnings quality, and the sustainability of current growth. He sees parallels to the late 1990s and the potential for revaluation if commercial viability falters. He advocates maintaining liquidity to seize opportunities during market dislocations, often holding substantial short-term treasuries alongside gold as a currency hedge against dollar depreciation and long-term inflationary pressures from rising government debt and deficits. The conversation turns to gold, with Oakley viewing the recent pullback to around $4,000 as a buying opportunity for those with a multi-year outlook, expecting much higher prices driven by central bank purchases and de-dollarization trends. He sees gold miners and royalty companies as undervalued, noting strong balance sheets and wide profit margins relative to extraction costs. Silver is also considered attractive, though more volatile. On energy, Oakley highlights the sector's profitability even at moderate oil prices and the structural supply constraints from underinvestment. He recommends a diversified approach across producers, pipelines, and service companies, focusing on quality names bought at a discount to intrinsic value. He also discusses critical minerals and iron ore as part of a broader hard asset strategy to protect against currency debasement. Timestamps: 00:00:00 – Introduction 00:01:00 – Current Investment Opportunities 00:02:23 – Long-term Investment Horizon 00:05:05 – Microsoft and AI Concerns 00:09:37 – Liquidity and Market Risks 00:11:29 – Debasement and Hard Assets 00:14:36 – Gold Market Opportunity 00:18:19 – Silver vs Gold Thesis 00:28:34 – Gold Miners Landscape 00:31:30 – Royalty Companies Value 00:34:01 – Energy Sector Fundamentals 00:39:13 – Critical Minerals Exposure 00:46:35 – Wrap Up Guest Links: X: https://x.com/Oxbow_Advisors Website: https://oxbowadvisors.com YouTube: https://www.youtube.com/user/OxbowAdvisors J. Ted Oakley, CFA, CFP, is Managing Director and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, Thoughtful Money, The David Lin Report, and many more. Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Mr. Oakley began his career in Dallas, Texas, over 40 years ago. He is the author of Eleven books: You Sold Your Company, $30 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, Your Money Mentality, Stay Rich with a Balanced Portfolio & his 2025 latest release: Second Generation Wealth. Mr. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. Mr. Oakley recently arranged for Foster Angels in South Texas to represent The Heart Gallery of Texas to further their adoption efforts.

Houston has always run on optimism, spending everything to drill a hole where nobody has drilled before and then finding out what came back. Leon Coe, founder of Amplify Intelligence and the Houston AI Club, thinks that same instinct is exactly what AI needs. He and Chuck get into why executives cannot delegate this one, why augmentation beats automation, and why your own level of ambition is a hard ceiling on what the models will ever hand back.https://www.meetup.com/houston-ai-club/events/316056350/?eventOrigin=group_upcoming_eventsClick 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 perfect podcast length02:03 What executive AI coaching actually is04:48 Building the Houston AI Club08:50 Why Houston is wired for AI14:29 Augmentation, not automation18:29 Talking to AI instead of typing at it22:41 Cost savings versus new revenue24:37 The real prize in oil and gas27:54 What executives are actually asking31:52 Banned in 2024, bought in 202533:31 Why you cannot delegate this one38:51 The Burton McMurtry card story40:32 Ambition as a technical limiter44:08 AI as a thought partner48:23 The September 3rd operator spotlight50:24 Where to find Leonhttps://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

John Maytham speaks to Greenpeace Africa oil and gas campaigner Sherelee Odayar about the Constitutional Court ruling setting aside Shell and Impact Africa’s oil and gas exploration rights off the Wild Coast. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

An oil and gas lease sale in the Gulf drew over $82 million in bids. We break it down and get an update on how the industry is going with Eric Smith, a professor at Tulane's Institute of Energy.

Full Show 8-13-26: Jayden Daniels vs. LSU, AI's benefits, and where y'at this weekend full 5902 Thu, 13 Aug 2026 15:00:22 +0000 70PEOLeFdFLVOJwZqF8yU6B5K8yBTsjS nfl,new orleans,lsu sports,oil and gas,news WWL First News with Tommy Tucker nfl,new orleans,lsu sports,oil and gas,news Full Show 8-13-26: Jayden Daniels vs. LSU, AI's benefits, and where y'at this weekend Tommy Tucker takes on the days' breaking headlines, plus weather, sports, traffic and more © 2026 Audacy, Inc. News https://p

Tariffs set to take effect later this year could end up helping Louisiana solar manufacturing. We explain what's going on with Greg Upton, Director of LSU's Energy Institute.

Doomberg stops by, and we solve the global oil crisis. We did not really solve the world's oil problems, but boy, we sure covered them.In this Energy Newsbeat podcast episode, hosts Stu Turley and Doomberg dive deep into the interconnected crises reshaping global energy markets and geopolitics. From contested claims about oil flowing through the Strait of Hormuz to Putin's stranglehold on European natural gas supplies, the conversation reveals how misinformation, geopolitical brinkmanship, and exponential technological change are colliding to create unprecedented uncertainty.Against this backdrop of energy scarcity and conflict, the hosts explore how artificial intelligence is driving explosive new demand for power, forcing a reckoning between renewable energy mandates and grid reliability. Through sharp analysis and candid debate, they argue that understanding energy flows—and who controls them—is essential to predicting everything from European political upheaval to the viability of AI infrastructure investments. It's a masterclass in connecting the dots between commodity markets, military strategy, and the future of human civilization.Check out Doomberg.com https://newsletter.doomberg.com/Shout-out to Dave, one of our great subscribers, for commenting on the live feed.1. Global Oil Markets & The Strait of HormuzThe hosts debate conflicting information about oil flow through the Strait of Hormuz, with Chris Wright (Secretary of Energy) claiming 9 million barrels per day are flowing through. They discuss how market prices haven't responded as expected, suggesting either the market is efficiently pricing in a long-term U.S. siege against Iran, or there's misinformation in circulation. The conversation emphasizes that pipelines are being built to bypass the strait, making it increasingly irrelevant.2. Houthi Attacks & Alternative Shipping RoutesDiscussion of Houthi attacks on commercial ships in the Bab el-Mandab Strait, reducing flow to less than 1 million barrels per day. They note the phrase "Houthis in the blow ships" and question whether reported attacks are actually occurring or if misinformation is prevalent.3. Ukraine War & European Energy CrisisA major focus is an upcoming Doomberg article about how Putin controls Europe's energy future through natural gas. Key points include:Ukraine's loss of the air war and closing of the Black Sea port of OdessaEurope's dangerous dependency on Russian natural gas (4.5 BCF/day through Turkstream)European gas storage at only 59% capacity (vs. 83% in 2023)If Russia cuts off gas supplies, Europe could lose 40% of its storage capacityThe precarious position of European leadership (Ursula von der Leyen, Macron, Mertz) who may need to be replaced for political solutions4. Turkey's Strategic PositionTurkey's role as a NATO member while maintaining relationships with Russia and Iran, controlling the Turkish Straits, and serving as a potential energy hub between the Middle East and Europe. Discussion of Erdogan's health and political stability.5. U.S. Grid Reliability & Data Center DemandJPMorgan's warnings about rolling blackouts driven by:Accelerating AI demandForced installation of intermittent renewablesData centers requiring massive powerComparison between Texas (abundant natural gas, allowing data center growth) and New York (restrictive policies)The concept of "natural gas pods"—data centers with gas input and data output6. AI & Exponential GrowthA philosophical discussion on:Ray Kurzweil's "The Singularity is Near" and exponential technological growthAI model doubling time shrinking to approximately 3 months (trending toward daily improvements)The "human endeavor is infinite compute" as a strong predictive mental modelComparison to the Weimar hyperinflation period to illustrate the power of exponential trendsWhy skepticism about AI data center ROI is misplaced, similar to early shale gas skepticism7. Liberty Energy & Shale Gas in AustraliaBrief mention of Liberty Energy's expansion into Australian shale gas drilling, presented as a "tell" of emerging opportunities.8. Upcoming Doomberg ContentAnnouncement of a company deep dive on Chevron, examining its global operations, business model, and various investment exposure options.The podcast emphasizes how interconnected global energy markets are and how geopolitical decisions (particularly Putin's control of energy supplies) have cascading effects on everything from European stability to U.S. grid reliability and AI infrastructure development.The podcast has rolled over 3 million podcast listens on Apple and Spotify, and Doomberg's last episode was well over 110K - let's see how this one does. 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/

California's oil and gas industry is shrinking as the state transitions away from fossil fuels. A state fund is helping displaced workers land well-paying jobs in other industries, but that lifeline could soon disappear. Reporter: Julie Small, KQED A Los Angeles County jury has awarded a $47 million verdict to the family of a stoneworker who died of silicosis. Reporter: Farida Jhabvala Romero, KQED A new report has determined the cause of the deadly and destructive Eaton Fire in Los Angeles County. Reporter: Erin Stone, LAist Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump says oil companies should lower gas prices because they're making too much money. We take a look at how things have changed since the Iran war began with Greg Upton, the director of LSU's Energy Institute.

* Big changes are a-coming to the Sewerage and Water Board. We'll talk with Councilmember Aimee McCarron about the upcoming vote on Thursday.. * President Trump says oil companies should lower gas prices because they're making too much money. We'll take a look at how things have changed since the Iran war began with Greg Upton, the director of LSU's Energy Institute.

* How New Orleans has continued to make progress on violent crime * Have the insurance reforms of the last couple years helped the crisis? * Changes are coming to the S&WB. Here's what to expect * A bill to transform college sports was agreed to. Here's what to know * Do we have enough firefighters in New Orleans?

In this week's MBA Admissions podcast we began by discussing the upcoming events Clear Admit is hosting. We plan to do a livestream event on Tuesday, September 1, ahead of the Round 1 deadlines. This event is for participants to ask any questions they have for their Round 1 strategy. Graham and Alex will be hosting, as usual. We hope to roll out these livestream events on a monthly schedule. Later in September, Clear Admit will also host several more webinar events featuring admissions professionals from the top MBA programs. Signups for those events are here: https://www.clearadmit.com/events Graham highlighted a recently published article that focuses on Chicago / Booth's new research center for supply chain and applied technologies. Graham also noted an admissions tip detailing how to identify and prepare recommenders for the MBA admissions process. Clear Admit continues its Adcom Q&A series. This week Graham notes a written and a podcast Q&A from Berkeley / Haas. For this week, for the candidate profile review portion of the show, Alex selected two ApplyWire entries: This week's first MBA admissions candidate has a 3.73 GPA and 675 GMAT. They have what appears to be strong work experience and some decent entrepreneurial experience. This week's second MBA applicant is seeking to pivot away from the Oil and Gas sector. They are from Pakistan and have more than 11 years of experience. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

July 29, 2026: 8am — Senate advances Sen. Lindsey Graham's Russia sanctions bill  To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Joseph Sternberg criticizes Prime Minister Andy Burnham's economic policy as ineffective against the cost-of-living crisis. Sternberg argues that the UK is trapped by net-zero regulations that prevent the use of vast North Sea oil and gas reserves. Burnham finds it politically difficult to cut taxes or reverse climate policies despite potential economic benefits. This paralysis makes his government a target for future replacement. (13)1521

There are two ways to look at this oil and gas announcement today. Aussie outfit EnZed Energy's been given the nod to go have a sniff around off the coast of Taranaki. That's important because they're the first company to be given that right since the Ardern ban. But there's already talk online about the fact this was the only application. There was nobody else applying for this permit, and it's just to have a poke around. Now, you would say this proves the point that there's not much interest and, therefore, why bother anyway? But what it actually tells you is people are still bloody scared of the ban coming back. With good reason. Labour and the Greens say they'll bring it back. I asked someone in the sector about this, and they said, "When that bulls*** goes away, we'll get more interest." There's apparently another handful of permits been applied for. But this Aussie start-up is the first, and they're basically the guinea pig. The test run. It's a small step on a long road to re-building an industry that's basically in pieces on the chopping room floor. The fact is, Labour doesn't need to be sitting in the Treasury benches to have power over industry. They're what corporates call a "regulatory risk". They don't like those. My question to Hipkins and co. is pretty simple - NSW has just gone out to market on two tenders for offshore gas exploration. Why should they get the jobs and not us? Why should they get the royalties and not us? Why should they get the company tax and not us? What is the point in being cool on the climate when even our next-door neighbours are doing the exact opposite? LISTEN ABOVESee omnystudio.com/listener for privacy information.

7/27/2026 PODCAST Episodes #2418 - #2420 GUESTS: Brian Cole, Nicolas Hulscher, Steve Bannon, Barry Draper, Scott Barger, Jeff Kaufmann + YOUR CALLS! at 1-888-480-JOHN (5646) and GETTR Live! @jfradioshow #GodzillaOfTruth #TruckingTheTruth   Want more of today's show? Episode #2418 Time to Send Commies Packing Episode #2419 Trump, Thune, MAGA, Commies, Iran, AI Episode #2420 Oil and Gas Companies Continue to Price Gouge American Workers   https://johnfredericksradio.libsyn.com/

Louisiana's big bet on data centers means we'll need a lot more energy generated…how will we do it? We talk with Greg Upton, the executive director of LSU's Energy Institute.

* We'll get some tips from Paul Lagrange on how to weather-proof your home and keep it cool in this extreme heat. * 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

Full Show 7-27-26: Lowering your energy bill, Saints training camp, and more full 5410 Mon, 27 Jul 2026 15:00:00 +0000 9CvEkH5Bqmaej1UYDWhQlBltVWkbYgwu new orleans,vacation,oil and gas,news WWL First News with Tommy Tucker new orleans,vacation,oil and gas,news Full Show 7-27-26: Lowering your energy bill, Saints training camp, and more Tommy Tucker takes on the days' breaking headlines, plus weather, sports, traffic and more © 2026 Audacy, Inc. News https://player.amp

On Friday's show: An energy industry watcher explains how the war with Iran is reshaping the oil industry and its impact on Houston.Also this hour: We break down The Good, The Bad, and The Ugly of the week.And, before they pilot billion-dollar spacecraft, NASA's astronauts first have to learn to fly something much more down to earth. We visit LIFT Academy, the flight school in Galveston that is teaching them how.Watch

The pre-election promises are coming thick and fast. One of the latest, from New Zealand First would see a $1 billion investment to survey the country's offshore basins for oil and gas supplies. The aim is to shore up domestic fuel supply. It's a pretty large chunk of change and it's not the only big number being thrown around on this issue so we wanted to know how realistic it is. University of Canterbury civil engineering professor David Dempsey chats to Jesse.

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.

God breathes life into creation while great leaders breathe knowledge, courage, opportunity, and human flourishing into our people and industry. For 64 years, Marvin Meshack has not merely witness the history of oil and gas and energy, helped write it and improved our success. I'm extremely honored to sit with Marvin, Ryan Sanders, and Josh McCollom for this conversation with a living legend. Marvin began working in the Halliburton laboratories in Duncan, Oklahoma, in 1962. He spent 36 years studying, testing, and improving the chemistry field crews depended upon. Before computers, digital frac vans, or one person controlled an entire spread from a screen, calculations were done by hand. Men stood at pumps in brutal weather, shifting gears, throttling engines, and operating equipment in the open. Guar and cellulose gels could lump enough to require screens. Early crosslinked systems improved through pressure, patience, problems, and the occasional batch that looked more like Braum's shakes than frac fluid. Marvin watched horsepower multiply, chemistry mature, acidizing advance, horizontal drilling unlock formations once considered uneconomic, and an industry repeatedly predicted to disappear keep finding new ways to produce energy. Yet the most powerful chemistry in the room was not mixed in a blender. The margarita chemistry came later. The real chemistry was the bond between experience, humility, friendship, faithfulness, and honor. Ryan and Josh shared how they called Marvin when a fluid system would not cooperate. Within minutes, he could ask the right questions, isolate the issue, and help a crew finish the job. Marvin never guarded what he knew. He shared his research, wisdom, and field experience so others could succeed. Nearly 89, still working, and married for 67 years, Marvin never claimed the credit alone. He pointed to the mentors, chemists, engineers, field crews, friends, and family who carried the work with him. One sentence captured his character and perhaps the culture our industry needs most: “If you have a problem, we all have a problem.” That may be the most important formula he shared. This episode explores chemistry, completions, energy, mentorship, marriage, and the future of oil and gas. But it is more than a technical conversation. It is an archive, a classroom, a thank you, and a reminder that progress has parents. Few conversations have made me feel the weight of our industry's history quite like this one. Thanks to all who helped build our industry we're fortunate enough to inherit. Share this! Understand where our knowledge came from! oilfieldtailgate.com #OilAndGas #Oilfield #Energy #Frac #Chemistry #Mentor #History #Faith #OilGas #Frac #Upstream #Completions #Education #Training #Petroleum #Technology #Leadership #Community #Humor #Hydrocarbon #Podcast #Vlog #Entertainment #Engineering #Power #Networking #Electricity #Data #Science #Freedom #Liberty #USA #HumanFlourishing

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.

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

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?

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/

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.

* 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?

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.

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. 

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. 

 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