Podcasts about oil and gas

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.

As we mark World Oceans Day today Coral Triangle Day in June, it's worth remembering that Malaysia sits within one of the most biodiverse marine regions on Earth. Our waters are home to coral reefs, seagrass meadows, sea turtles, sharks, and countless other species that support fisheries, tourism, livelihoods, and coastal communities. But a new report suggests that many of these ecologically important areas overlap with active and proposed offshore oil and gas development. Produced by RimbaWatch with technical contributions from SkyTruth and support from the Center for Energy, Ecology, and Development, the report titled Reefs at Risk: Mapping Fossil Fuel Threats to Sensitive Marine Environments in Malaysia, presents the first comprehensive mapping of how Malaysia's offshore fossil fuel industry intersects with what it calls Sensitive Marine Environments. To discuss the findings and what they could mean for marine conservation, governance, and the energy transition, we're joined by Adam Farhan, Co-Founder and Director of RimbaWatch, and Angelina Dacanay, Southeast Asia Energy Transition Lead at the Center for Energy, Ecology, and Development (CEED).Image Credit: Inside Climate NewsSee omnystudio.com/listener for privacy information.

“ 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/

Methane is invisible, odorless, and far more potent than CO2 in the short term, so how do you actually catch it leaking? Brendan Smith, CEO of SeekOps Inc., explains how technology built for the Mars Curiosity rover ended up flying on drones over oil and gas sites here on Earth. We get into spectrometers versus satellites, why offshore detection is so tricky, what EU methane rules mean for US operators in 2027, and how SeekOps turns an invisible gas into something you can finally see.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   Setup and the Power Hour combo02:24   Crossing paths back in 201904:14   From PhD dropout to CEO05:24   JPL, the first patent, and Mars rover tech12:34   How a drone measures a methane plume13:49   Ground, drones, planes, and satellites19:00   Spinning out of JPL and the Equinor bet24:55   What methane is and why it matters29:01   Net zero and EU methane regulation32:00   LNG, coal, and offshore detection42:10   Lidar, photogrammetry, and 3D models45:36   What's overhyped and the road ahead49:24   Why Austin, and the Houston debate53:16   Wrap uphttps://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

 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 laid off twice taught Yogashri Pradhan, founder of IronLady Energy Advisors, that staying visible matters as much as staying technical. She traces a career running from UT petroleum engineering to Devon, Endeavor, Coterra and Chevron, the downturns that reshaped it, and why she got married in front of a pump jack. There is also honest talk on the Diamondback merger, the wildcatters she looks up to, where AI fits in the field, life in Midland, and her new book Fueling Impact.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. 0:00 Intro from Midland0:46 The full career timeline6:42 Studying petroleum at UT8:00 University Lands explained11:30 Devon and the Ivory Tower14:38 What a downturn really means20:00 Raising money in oil and gas22:30 The Endeavor and Diamondback merger24:35 Meeting Autry Stevens26:12 Wildcatters worth knowing27:33 Devon and Coterra coming together30:41 Inside Chevron34:24 Advice for picking the right company36:11 Going back for a master's and MBA39:00 Starting IronLady Energy Advisors43:16 Her connection to Wyoming45:52 Why she stays in Midland50:01 Working with OpsAI51:06 Where AI fits in energy54:34 Collide and the energy community56:19 The book Fueling Impact1:01:50 Sushi night with Chuckhttps://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

* 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.

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.

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/

* There was a shooting at the White House over the weekend. We get into the history of presidential assassination attempts. * How did you pay at the pump the last time you filled down? We'll talk with Eric Smith from Tulane's Institute of Energy about how much prices have risen in recent months and what we can expect going forward.

Dave Cohen in for Tommy. How did you pay at the pump the last time you filled down? We'll talk with Eric Smith from Tulane's Institute of Energy about how much prices have risen in recent months and what we can expect going forward.

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.

All eyes are currently on the Gulf due to the US–Israel conflict with Iran and the disruptions around the Strait of Hormuz. In this two-part series, the Climate Briefing co-hosts and their guests take a deep dive into the region, which plays a crucial role in the global supply of oil and gas. The first part of the series (released on 21 April) delved into the history of the region, addressing questions such as: How did the Gulf countries become such dominant fossil fuel exporters? What has this dominance meant for their geopolitical influence? And what role have oil and gas played in conflicts and coups in the region? Part 2 focuses on how the countries around the Gulf are approaching — and may be impacted by — the energy transition. It also explores the implications that the US–Israel–Iran conflict could have for the region in the medium to long term. To discuss these issues, Anna and Bhargabi are joined by Robin Mills (CEO of Qamar Energy and Non-Resident Fellow at the Center on Global Energy Policy at Columbia University), Dr Neil Quilliam (Associate Fellow with Chatham House's Middle East and North Africa Programme and Partner at Azure Strategy), and Jessica Obeid (Founding Partner at New Energy Consult and Board Advisor to various energy and policy institutions).

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."

Dave Cohen in for Tommy. A new poll shows Americans are stressing about their finances, with inflation and the Iran war hitting hard. Dave talks with CBS foreign correspondent Vicki Barker.

Micro turbines hitting 83% efficiency could replace flares and turn stranded wells into tiny neighborhood power plants. Mark Ronkin of Grid Energy Solutions came down from Edmonton to talk with Jacob and guest host Britt Breaux about jumping from five years in the Canadian Army to wireline to running his own MWD shop, then stumbling into the tech at a gas show in Milan. Plus getting sick next to a flare, the oilfield marketing problem in eastern Canada, and why a 9 to 5 and entrepreneurship can coexist.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. 0:00 Intro and the FDE model at Collide5:46 Mark's path through the Canadian Army9:25 Oil and gas as a polarizing industry across Canada13:19 Louisiana refineries, Cancer Alley, and Alberta boomtowns19:08 Living downstream of a flare21:18 Military to wireline to MWD25:09 Going independent and the entrepreneurship bug28:14 Peak oil and modern directional drilling32:44 Turning your day job into your business36:54 Career advice and finding the Collide community43:14 Imposter syndrome and the entrepreneur grind45:59 Stumbling into micro turbines at Gastech Milan52:46 Commercializing the tech in Canada1:00:02 Replacing flares with neighborhood power plants1:01:29 What the next 5 to 10 years look like1:06:18 Grid Energy Solutions and what's nexthttps://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

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

* Attorney General Liz Murrill has threatened eight New Orleans leaders with removal from office over the back and forth with the clerk of court situation. We'll explain what's going on with Loyola law professor Dane Ciolino * 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.

Bongani Bingwa speaks to Crystal Orderson about Namibia’s growing emergence as a key energy player on the African continent following major offshore oil discoveries and expanding green hydrogen ambitions. The discussion explores how exploration activity in the Orange Basin, alongside renewed mining investment, is reshaping Namibia’s economy and positioning the country as an increasingly strategic player in Africa’s evolving energy and economic landscape. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.

Building software inside a frac and wireline giant is a different beast than doing it at a startup. Ben Dickinson and Raleigh Bumpers from NexTier Completion Solutions get into life under the Patterson UTI umbrella, the EOS platform, the Vertex automated pump control system, the shift from diesel to natural gas powered fleets, agentic AI in the field, and why the world genuinely stops if oil and gas stops. Plus Pittsburgh shale stories and a Colorado School of Mines reality check.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. 0:00 The NexTier 60-second pitch2:00 Why integrating every service on location wins4:30 Ben's path from Pittsburgh to wireline to digital11:15 Raleigh's jump from computer science to the Eagle Ford17:00 If oil and gas stops, the world stops19:30 Pittsburgh, the shale boom, and incoming data centers21:30 Completions 10123:30 The EOS platform and Vertex automated pump control27:00 Earning trust from veteran hands on new software32:00 Generative AI versus agentic AI in the field34:00 Diesel, natural gas, and electric frac fleets41:30 Colorado School of Mines and the next generation44:00 The road to a fully autonomous well site46:30 The 80 percent AI failure rule debatehttps://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

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

This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on how the oil and gas shock from the closure of the Strait of Hormuz is reshaping the outlook for clean energy, including how governments are rationing oil and gas use through policies such as work-from-home measures and lower speed limits. There is already evidence of increasing sales of alternatives, including EVs, heat pumps, and electric cookstoves. The shortage, however, is also expected to increase demand for coal as an alternative in countries like India and China, which have abundant domestic resources that provide energy security. The podcast discusses whether this could change long-term demand for oil and gas and the implications for Canada. They also consider some of the latest news in Canada, including last week's visit to Ottawa by IEA Executive Director Fatih Birol, and reports that the federal government is proposing to reverse the order of environmental approvals, allowing cabinet to green-light projects prior to the completion of technical assessments and approvals, along with implementing a maximum one-year review period. Finally, Premier Danielle Smith also traveled to Ottawa last week and left with a confident message about the delivery of the MOU.Content referenced in this podcast:Globe and Mail, “Canada should accelerate new energy infrastructure as market shifts, IEA chief says” (May 4, 2026) Latitude Media, Jigar Shah, “This isn't demand destruction. It's rationing.”  (April 24, 2026) Premier Danielle Smith's post on X regarding her positive meeting with Prime Minister Mark Carney on the MOU agreement (May 8, 2026) FT, Spencer Dale, “Why the Iran war might not spur a faster transition to low carbon energy” (May 4, 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 

As part of the Future of Texas series in partnership with Texas 2036, this episode explores the region powering not just Texas — but increasingly the global economy: the Permian Basin. Through the Future of Texas podcast series, Texas 2036 brings together diverse perspectives as we explore the opportunities and challenges facing our state over the next ten years. The views expressed in this program are those of the individual speakers and do not necessarily reflect the views of Texas 2036, its staff or its Board of Directors. Host Brad Swail is joined by Tracee Bentley, President and CEO of the Permian Strategic Partnership, and Jordan Wat, Director of Government Affairs at Texas 2036, for a wide-ranging conversation about the future of energy, workforce growth, infrastructure, and community development in West Texas. The discussion begins with a striking reality: if the Permian Basin were its own country, it would rank as the fourth-largest energy producer in the world — behind only Russia, Saudi Arabia, and Iran. But this conversation goes far beyond oil production alone. Bentley and Wat explain how the Permian Basin has become one of the most strategically important economic regions in the United States, supporting everything from electricity reliability and manufacturing to public education funding and technological innovation. The discussion covers: • Why the Permian Basin produces more than 50% of U.S. oil and gas • How drilling technology and AI transformed energy production • Why Texas energy production continues hitting record levels • The growing electricity demand driven by AI and data centers • Pipeline, transmission, and grid infrastructure bottlenecks • Natural gas, LNG, and Texas grid reliability after Winter Storm Uri • The role of the Permian in stabilizing global energy markets • Workforce shortages and the need for 176,000 additional workers by 2040 • Housing affordability challenges in Midland and Odessa • Health care access and specialty care shortages in West Texas • Water scarcity, produced water, and future recycling technologies • Career and technical education investments tied to workforce needs • Why literacy and workforce readiness remain major long-term concerns The episode also highlights how public-private partnerships are reshaping the region. Bentley explains how the Permian Strategic Partnership has invested more than $200 million into infrastructure, education, workforce development, and health care — leveraging those investments into billions more through state and federal collaboration. A major takeaway is that the future of the Permian Basin is no longer just an “energy story.” It is increasingly a story about building sustainable communities capable of supporting long-term economic growth. Looking toward 2036, both guests argue that Texas' continued success depends on whether the state can match energy growth with investments in roads, schools, workforce training, housing, water infrastructure, and grid reliability. The message is clear: the future of Texas is deeply tied to the future of the Permian Basin. 00:00 — Intro + Future of Energy overview 01:35 — Why the Permian Basin matters globally 03:22 — Record energy production and drilling technology 05:04 — Jobs, workforce growth, and the Texas economy 07:18 — Education funding and workforce pipelines 09:09 — Innovation, AI, and modern energy production 13:26 — Electricity demand, LNG, and grid reliability 16:24 — Infrastructure bottlenecks and pipeline capacity 22:04 — Global energy markets and the Permian's role 25:15 — Community life in Midland and Odessa 26:57 — Roads, schools, healthcare, and housing challenges 32:32 — Career training and workforce development 35:33 — Public-private partnerships and long-term planning 37:42 — Literacy, workforce readiness, and recruitment 45:06 — Water challenges and produced water innovation 47:22 — Looking toward 2036 + closing thoughts Watch Full-Length Interviews: https://www.youtube.com/@TexasTalks

President Trump wants to suspend the federal gas tax as prices continue to rise. We'll go over what that could do and get an update on how Louisiana's oil and gas industry has been doing with Greg Upton, Director of LSU's Center for Energy Studies

* The Revenue Estimating Conference has lowered their forecast by over $100 million dollars. What does that mean for Louisiana and our budget? * President Trump wants to suspend the federal gas tax as prices continue to rise. We'll go over what that could do and get an update on how Louisiana's oil and gas industry has been doing

* JP Morrell says the people of New Orleans should decide on the new clerk * The good times have been rolling for New Orleans tourism and events * Do Republicans or Democrats have the advantage in the redistricting war? * Weather ballooon cuts...yes, weather balloons...make forecasting tougher * Do you struggle with anxiety or feeling down? Here are some tips to help * Folding the S&WB into Public Works would be long, complicated process

You will NOT want to miss this episode of the Energy News Beat Global Oil and Gas Markets Update with our special guest Doomberg. We were live on LinkedIn and YouTube, and we had some great questions.We highly recommend subscribing to Doomberg's Substack at: https://newsletter.doomberg.com/1. Geopolitical Conflict & War ResolutionThe primary focus is on the potential end of the Middle East conflict (referred to as "World War III"). Doomberg argues that multiple signals suggest the war is concluding, including:An aircraft carrier leaving the GulfTrump's planned visit to BeijingGold trading patterns showing inverse correlation with war escalationDiplomatic activity (Iranian Foreign Minister visiting Oman, St. Petersburg, and Beijing)Market behavior suggesting peace is being priced in2. Global Energy Markets & Oil PricingExtensive discussion about oil market dynamics:Oil price projections (ranging from $50-$100+ per barrel)The impact of the conflict on global oil supplyStrategic Petroleum Reserve refilling strategyCalifornia's diesel crisis and energy independence issuesThe role of OPEC and its members (particularly UAE's exit)3. Global Realignment & New Trading BlocsThe emergence of new geopolitical alliances based on energy policies:A potential new world order with the US, Saudi Arabia, Qatar, UAE, India, China, and RussiaThe contrast between energy-friendly nations and "net zero" countries (EU, UK, Canada)The UAE's positioning as closer to Israel/US interestsIran's strengthened regional position4. UK Political PredictionsA bold prediction that Ed Miliband will become Prime Minister, based on:Current Labour Party vulnerabilitiesScandals affecting other potential successorsThe contrast between energy-knowledgeable leaders (like Liz Truss) being removed from powerMiliband as the "cleanest dirty shirt" in London politics5. Energy Policy & DeindustrializationCriticism of net-zero policies in Western nations:UK banning North Sea drilling while Norway increases productionEU energy policies creating dependencyWindfall profit taxes discouraging energy productionCalifornia's refinery closures creating fuel shortages6. Currency & Financial System ChangesDiscussion of potential shifts in global monetary systems:Possibility of Russia and China backing currencies with goldThe weaponization of the US dollar through sanctionsChina's blocking statute against US sanctionsThe end of the post-WWII order7. Personal Preparedness & Energy SecurityPractical discussion about:Home energy independence (solar, batteries, propane generators)Preparedness for grid outagesThe importance of self-sufficiencyCommunity resilience8. Media & MisinformationCommentary on:Fake Doomberg accounts on social mediaMainstream media coverage vs. open-source intelligenceThe role of Substack in bypassing traditional media gatekeepingPodcast listener metrics and platform independenceThe conversation weaves these topics together to paint a picture of a world transitioning from a US-dominated unipolar order to a multipolar system where energy policy and geopolitical alignment will be central to global power dynamics.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/

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.

How worried should Americans be that a faraway conflict could hit gas prices and Louisiana's energy economy? full 589 Wed, 06 May 2026 14:04:06 +0000 cO9CPbi5aOC8qS6ljA9s0dxMvXWU86Ht iran,oil and gas,news WWL First News with Tommy Tucker iran,oil and gas,news How worried should Americans be that a faraway conflict could hit gas prices and Louisiana's energy economy? Tommy Tucker takes on the days' breaking headlines, plus weather, sports, traffic and more © 2026 Audacy, Inc. News False

With the NFL Draft in the rear view mirror we chatted with Pete Najarian about his thoughts on how the Vikings did, the winningest night in Minnesota sports history and rising in oil and gas!

Patrick De Haan joins Tommy to talk about the current oil and gas prices at the pump.

On Episode 859 of The Core Report, financial journalist Govindraj Ethiraj talks to Atanu Mukherjee, CEO at Dastur Energy as well as Thomas V Abraham, Research Analyst at Mirae Asset Sharekhan.SHOW NOTES(00:00) Stories of the Day(01:19) Markets slide as oil prices rise again(04:12) Nestle bucks sluggishness in FMCG, stock hits fresh high(04:44) Indigo, Air India have told the Government they are under extreme stress and on the verge of "stopping operations" because of high prices(06:43) UAE has quit OPEC(07:38) Decoding the medium to long term outlook for oil and gas production in India(23:39) Sun Pharma's $12 billion acquisition of Organon will double its size, a deep dive(30:42) New data centres take off in India but concern about them on OpenAI brassCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationJoin Bronson Hill and co-host Nate Hambrick on the Mailbox Money Show for a clear, practical breakdown of oil and gas investing with industry veteran Troy Eckard. The conversation covers the massive tax advantages (up to 80-90% deductions in year one), strong cash flow potential, current supply disruptions driven by geopolitical events, and why oil prices are likely to remain elevated for the next 12–24 months.Troy shares his four decades of experience, explains the shift from risky vertical drilling to modern horizontal wells with high success rates, the importance of working with proven operators, and how to evaluate deals as a passive investor. Troy Eckard is the founder of Eckard Enterprises with over 40 years in the oil and gas industry. His firm has deployed more than $1.4 billion in capital across working interests, mineral rights, and infrastructure, including ownership of the second-largest natural gas pipeline in the Gulf of Mexico.TIMESTAMPS0:47 - Welcome & Overview1:40 - Nate Hambrick on Profit, Quick Payback & Tax Benefits2:37 - Introducing Guest Troy Eckard & Eckard Enterprises3:03 - Troy's 40 Years in Oil & Gas: From Old Rigs to Modern Technology3:41 - Geopolitical Events (Iran/Straights of Hormuz) & Oil Price Impact4:32 - Why Oil Should Be $150–$200/Barrel Given Current Disruptions6:12 - Supply Shortages, Strategic Reserves & Delayed Drilling Response10:03 - Physical Delivery Contracts vs. Futures & Near-Term Price Outlook12:30 - Why Producers Are Laying Down Rigs Despite $100+ Oil13:42 - Ancillary Opportunities & Risks in Oil & Gas Services16:04 - Lessons from COVID-Era Negative Oil Prices & Captive Audience18:26 - Building a Large Investor Base Through Education & Low-Pressure Model20:38 - Risk Management: Focus on the "Who" (Operator Track Record)22:05 - Modern Horizontal Drilling: Near-Zero Dry Hole Risk23:10 - Technology Improvements & AI in Oil & Gas23:48 - Connect with Troy EckardCONNECT WITH THE GUESTWebsite: http://eckardenterprises.com/App: Eckard Insight#OilAndGasInvesting#TaxAdvantages#EnergyInvesting#GeopoliticalRisk#PassiveIncome#InvestorEducation#CommodityInvesting

– Real time reaction on Cochlear – Some real talk on oil and gas royalties? – Is it time to invest internationally outside the US?See omnystudio.com/listener for privacy information.

When a landman calls or a lease offer arrives in the mail, most mineral owners don't realize they're at the starting point of a negotiation — not the finish line. In this episode, we use a real question as the jumping-off point for a practical conversation about how to negotiate a better oil and gas lease. We walk through why the first offer is almost never the best one, what third-party lessees are and why they sometimes offer better terms than the operating company itself, and most importantly, why the royalty rate you agree to today will determine the value of your mineral rights for decades to come. We also break down the critical but often overlooked role of cost-free language in protecting your royalty checks from being quietly eroded by post-production deductions, and close with a clear set of steps any mineral owner can take to go into a lease negotiation better prepared. As always, links to the resources mentioned in this episode can be found at mineralrightspodcast.com.

The energy industry touts vast U.S. oil and gas resources, but increasingly limited volumes that can be practically and profitably developed have left producers struggling to replace proven reserves. Today, we analyze the trends that are limiting the industry's ability to ramp up future output.

The North Dakota Oil and Gas Division's April 2026 Director's Cut features February 2026 production information and market updates from the North Dakota Department of Mineral Resources Director, Nathan Anderson, and Justin J. Kringstad, Director of the North Dakota Pipeline Authority.

The Supreme Court Justices have sided with oil and gas companies fighting environmental lawsuits. AP's Lisa Dwyer reports.

Stijn Schmitz welcomes back Josef Schachter to the show. Josef is Founder of Schachter Asset Management Inc. The discussion centers on the significant disruptions in the global oil and gas market caused by recent geopolitical conflicts in the Middle East. Schachter provides a comprehensive analysis of the current energy landscape, highlighting the potential long-term implications of supply constraints and infrastructure damage. According to Schachter, the conflict has already removed approximately 14 to 16 million barrels of oil from daily production, with strategic petroleum reserves and shadow fleet inventories currently offsetting the supply shock. He anticipates that if the war continues, oil prices could reach $80-$90 per barrel by year-end, with potential risks of prices climbing to $150-$180, which could trigger significant demand destruction. They discuss the broader implications for the energy sector, with Schachter emphasizing that the current environment presents attractive opportunities for investors. He recommends focusing on companies with large reserve life indices, low operating costs, and attractive valuations. Specifically, he highlights Canadian energy companies in natural gas and oil sands sectors as promising investments. Schachter notes that the energy landscape has fundamentally changed since March 1st, with companies now needing to focus on growth strategies. He believes the sector is still in early stages, comparing it to being on the fourth hole of a golf course, with significant potential for future development. Companies with strong balance sheets and the ability to capitalize on higher commodity prices will be best positioned. The conversation also touches on potential demand impacts, with Schachter suggesting that prices above $150-$180 per barrel could trigger severe economic consequences, potentially leading to demand reduction that would stabilize prices. He recommends investors carefully evaluate energy companies, looking at metrics like finding and development costs, operating efficiency, and management’s equity stake. Ultimately, Schachter believes the energy sector offers significant long-term investment potential, particularly for those willing to be patient and strategic in their approach. Timestamps: 00:00:00 – Introduction 00:01:05 – Long-Term Conflict Implications 00:04:04 – Geopolitical Risks and Escalation 00:05:09 – Oil Price Dynamics Forecast 00:08:18 – Futures Curve Analysis 00:10:18 – Supply Shortage Timeline 00:11:24 – Energy Sector Investments 00:13:19 – Infrastructure Damage Assessment 00:16:35 – US Geopolitical Oil Strategy 00:18:14 – Historical Price Parallels 00:21:29 – Stock Valuation Opportunities 00:25:13 – Iran War Possibilities 00:29:20 – Attractive Oil Gas Picks 00:32:38 – Canadian Oil & Gas 00:35:41 – Oil & Gas Producers 00:40:32 – Assessing Companies 00:45:58 – Concluding Thoughts Guest Links: Website: https://schachterenergyreport.ca Subscription Discount for Palisade Listeners, $100 off the first year of our subscription, use coupon code “POD100” https://schachterenergyreport.ca/subscriptions/ Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

The Trump administration recently announced plans to restructure how the federal government oversees energy development in federal waters, which accounts for a meaningful chunk of U.S. energy and mineral production and billions of dollars in government revenue. POLITICO's Ian Stevenson breaks down why the move is controversial and the impact it could have on the future of offshore drilling. Ian Stevenson covers energy as well as public lands and the Interior Department for POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO's E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

A.M. Edition for Mar. 19. European gas prices surge more than 20% after Iran strikes the world's largest liquified-natural-gas export facility in Qatar. WSJ editor Peter Landers discusses how the attacks signal the Iran war is entering a new and more volatile phase. Plus, U.S. shoppers hunt for bargains in a boost for discount retailers like Five Below. And art dealers expect Banksy's work to be even more valuable after the elusive street artist's identity is revealed. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anatol Lieven Anatol Lieven discusses whether Germany might reconnect with Russian energy to save its economy. He argues that political reputations and established security stances make a return to Moscow's oil and gas highly improbable.Germany's Energy Dilemma and the Improbability of a Russian U-Turn (5)1855 RUSSIA