Podcasts about oil and gas

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.

Sean Hanrahan, Founder and Managing Partner of Platypus Brewing in Houston, spent 25 years in global minerals and oil and gas before trading the corporate world for a brewmaster apron. From offshore exploration in Australia and the Gulf of Mexico to opening a craft brewery in the First Ward, Sean breaks down what those two worlds actually have in common.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 - Sean Hanrahan intro and background1:35 - Global oil and gas career and Australian energy landscape5:14 - Australia vs US infrastructure and energy markets13:11 - Texas and Australia culture comparisons20:36 - How Sean ended up in Houston and started Platypus Brewing25:11 - Australian Day in Houston and Chamber of Commerce28:20 - Career lessons and building relationships35:20 - Craft beer industry trends and where it's headed43:06 - Platypus Brewing operations and distribution strategy52:52 - AI in brewing and closing thoughtshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

The Supreme Court is taking up a landmark climate case this fall, pitting a medium sized county against fossil fuel corporations. The AP's Jennifer King reports.

The North Dakota Oil and Gas Division's February 2026 Director's Cut features December 2025 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.

Kemp Gregory, co-founder and CEO of Renewell Energy, discussed his background in mechanical engineering and petroleum engineering at Shell before transitioning to renewable energy with a master’s from Stanford. He explained that Renewell energy during low-demand periods and releasing it during peak demand, thus increasing grid flexibility. On episode 316 of The Green Insider, Mike and Kemp discussed their business model of leasing abandoned wells from original producers, offering a revenue-sharing option if the well-owners wish to participate in energy storage revenue. Other items included: Proposes converting suitable idle oil and gas wells into energy storage facilities instead of fully plugging and abandoning them This alternative can be lower cost than traditional well plugging while still meeting regulatory well-closure requirements Benefits regulators (meeting plugging quotas), oil and gas companies (cost savings and potential revenue), and the electric grid (added energy storage) Describes a gravity-based storage system that stores energy by lowering and raising a 30,000‑pound weight inside sealed wells Wells are sealed to prevent methane leakage, though carbon credits are not relied on for economic viability The system functions like a battery, storing excess energy during low demand and releasing it during peak demand Repurpose existing wells and electrical infrastructure, avoiding the need for new high-voltage transmission lines Business model involves leasing abandoned wells from original producers, with an option for revenue sharing Notes that Renewell secured $6.4 million in grants to convert additional wells near Bakersfield, California, and build its first commercial-scale system To be an Insider Please subscribe to The Green Insider powered by ERENEWABLE wherever you get your podcast from and remember to leave us a five-star rating. To learn more about our guest or ask about being a sponsor, contact ERENEWABLE and the Green Insider Podcast. The post Energy Storage Using Repurposed Oil and Gas Wells appeared first on eRENEWABLE.

Jack Prandelli of The Merchants News Substack stopped by, and we had a blast visiting about huge changes in the oil and gas markets. At the end of the podcast, we also discuss how we should restructure electricity prices for consumers. 1. China's efforts to reduce its reliance on the US dollar:  - China is shorting US Treasuries and buying gold to try to reduce its dependence on the US dollar in global trade, especially for commodities like oil.  - However, China still relies heavily on importing oil and gas, which is priced in US dollars through the petrodollar system.2. The growth of US LNG exports to Europe:  - The US is rapidly expanding its LNG export capacity, which is helping Europe replace Russian gas.  - A key company, OneOk, owns a large portion of the pipeline infrastructure market supporting US LNG exports.3. The performance and strategies of major oil and gas companies:  - Integrated companies like Exxon and Chevron are performing better than more specialized companies like Occidental.  - European oil majors like BP and Total are struggling more, with BP considering asset sales.4. OPEC's challenges in managing oil production and pricing:  - OPEC has struggled to meet its own production targets, leading it to consider changes to its pricing mechanisms.  - There are geopolitical tensions, like the US trying to influence OPEC members like Venezuela and Iran.5. The role of natural gas, renewables, and nuclear power in the energy transition:  - The guests discuss the pros and cons of different energy sources, arguing for a balanced approach that ensures reliable and affordable energy.  - There are concerns about the ability of renewables alone to provide reliable power without fossil fuel or nuclear backup.Stu and Jack cover a wide range of topics related to the global energy markets, geopolitics, and the energy transition, with a focus on oil, gas, and LNG. Based on the transcript analysis, here are the main topics discussed:**1. China's De-Dollarization Strategy**China is actively working to reduce its dependence on the US dollar by shorting US Treasuries and accumulating gold. However, this effort faces a fundamental constraint: China's massive need for imported oil and gas, which are priced in US dollars through the petrodollar system, keeps it tethered to dollar-denominated trade.**2. US LNG Export Expansion**The US is rapidly scaling up its liquefied natural gas (LNG) export capacity, playing a crucial role in helping Europe transition away from Russian gas supplies. One Oak, a significant player, controls a large portion of the pipeline infrastructure that supports these exports.**3. Oil and Gas Company Performance**The discussion compares how different energy companies are faring:- Integrated majors like Exxon and Chevron are outperforming more specialized companies like Occidental- European oil majors (BP, Total) are struggling more significantly, with some considering asset sales**4. OPEC Production and Pricing Challenges**OPEC faces difficulties meeting its own production targets and is considering adjustments to its pricing mechanisms. Geopolitical tensions also play a role, with the US attempting to influence OPEC members like Venezuela and Iran.**5. Energy Transition and Power Sources**We debate the role of natural gas, renewables, and nuclear power in the energy transition, emphasizing the need for a balanced approach that maintains reliable and affordable energy while questioning whether renewables alone can provide consistent power without fossil fuel or nuclear backup.Connect with Jack on his LinkedIn here: https://www.linkedin.com/in/prandelligiacomo/Check out the Merchant News Substack: https://themerchantsnews.substack.com/Thank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

Prabhdeep Sekhon, CEO of Eclipse Energy, breaks down the hydrogen rainbow and why it doesn't tell the whole story about cost, carbon intensity, and water use. From farm boy in Canada to petroleum engineer in the Bakken to clean tech founder, Prab explains how his team is using microbes to eat leftover oil in abandoned fields and produce hydrogen without water, turning billion-dollar liabilities into clean energy assets. He walks through their first-of-a-kind California project that hit 40% hydrogen production, the West Texas deployments coming next, and why co-locating data centers in oil fields solves both the molecule transport problem and the cooling water challenge. They discuss hitting $0.50 per kilogram hydrogen by 2028, why natural gas isn't going anywhere, and how oil and gas companies are actually paying them to figure out the future of their abandoned reservoirs.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 - Prab's journey from farm to petroleum engineer03:15 - Skills oil and gas taught him for clean tech08:26 - Energy pragmatism and decarbonization economics10:30 - Breaking down the hydrogen rainbow14:01 - Green hydrogen costs and water intensity15:53 - Gray and blue hydrogen trade-offs17:55 - Natural and geological hydrogen potential21:14 - Eclipse's approach to the problem24:17 - Eating oil with microbes for hydrogen26:20 - California first-of-a-kind project results28:41 - Field operations walkthrough32:10 - Hydrogen use cases and volumes36:01 - Cost parity with natural gas38:07 - Data centers solve the transport problem43:03 - Path to commercial scale by 2028https://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

The U.S. has been drilling for oil and gas for more than 160 years, and what to do with those wells once they are no longer productive has long been an issue, as they can also be significant emitters of methane, a major greenhouse gas. Today, we discuss a new approach that aims to address both issues.

Austin Draughon spent nine years at BP keeping Gulf of Mexico wells producing tens of thousands of barrels per day from floating platforms in 6,000+ feet of water. He breaks down why offshore is ten times more expensive, takes ten times longer, and involves ten times more people than onshore drilling, from robots tightening bolts on the seafloor to the ice problem that can kill a well in eight hours. Jacob and Julie learn why you can't just build 6,000-foot concrete pillars, how Christmas trees got their name, and what happens when asphalt buildup shuts down a 10,000 barrel per day well worth the energy consumption of Montana. Plus: helicopter crash training, North Slope darkness, and why AI's best trick is turning 35-page documents into the one sentence you actually needed.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 - Gulf of America officially renamed01:41 - Nine years producing offshore Gulf of Mexico wells02:59 - North Slope Alaska: darkness and extreme cold survival05:06 - Production engineer managing 12 high-stakes offshore wells07:11 - Asphalt buildup can kill a 10,000 barrel per day well09:13 - Building technology to predict well failures early11:03 - From Excel spreadsheets to cloud-deployed Python scripts12:07 - Dry tree versus wet tree subsea completions explained18:19 - Wildcat exploration: finding elephants to justify $30B platforms20:09 - Blowout preventers and seafloor robots with little hands23:11 - Five-mile flowlines connecting subsea wells to platforms24:23 - Onshore takes weeks, offshore takes 90+ days minimum26:29 - Automation levels on offshore drill ships29:00 - 300+ people living on floating production facilities32:06 - ROV operators controlling robots like video games34:16 - Why offshore wells produce 1,000x more than stripper wells36:16 - Pushing spaghetti four miles to hit a four-foot target37:47 - Hydrate ice problem: eight-hour clock before well dies39:08 - North Sea waves versus Gulf of America conditions41:15 - Helicopter crash training at the YMCA pool44:17 - AI's killer use case: many to one summarization46:26 - Narrative layers surface buried statistics automaticallyhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Welcome to The Cashflow Project Podcast! In this episode, we sit down with Tad Fallows, co-founder and managing director of Long Angle—a private community for high-net-worth entrepreneurs and executives across 45 countries. Tad shares his journey from bootstrapping a software company during the financial crisis to building Long Angle, a platform designed to provide authentic, unsponsored access to alternative investments. We dive into strategies beyond traditional real estate and index funds, including private equity, private credit, energy, and other exclusive opportunities typically reserved for institutions. If you're looking to diversify your portfolio, expand your network, and gain insight into lesser-known asset classes, this episode delivers practical wisdom and valuable perspective—plus a rapid-fire round packed with books, lessons, and investor advice. [00:00] Sudden Wealth and Its Challenges [03:42] Alternative Investments for Wealth Growth [07:39] "Diversification for Smoother Returns" [13:00] Diversified Investing Insights [14:33] Private Credit for Medium Businesses [18:14] Alternative Investment Strategies [20:13] "Oil Royalties and Investment Risks" [25:48] Energy Trends and Political Impact [28:00] Oil Demand and Green Transition [32:10] "Long-Term Bullish on Energy Investment" [35:13] Leveraging Connections for Success [39:24] "Lessons from Real Estate Management" [40:37] "Profiting Despite Real Estate Mistakes" [43:52] "Take Action, Level Up" Connect with Tad Fallows! Website LinkedIn Connect with Marc Adams! Website Website 2 LinkedIn

This interview is disseminated on behalf of Angkor Resources Corp. (TSXV: ANK | OTCQB: ANKOF). John Koch, Drilling Engineer at Angkor Resources, discusses the company's onshore oil and gas exploration project in Cambodia's Block VIII, one of the most underexplored basins in Southeast Asia.With deep international experience, John shares what makes this project compelling, the opportunity it presents, and why Angkor's work could be a game changer for Cambodia's energy sector.Learn more about Angkor Resources: https://angkorresources.com/Watch the full YouTube interview here: https://youtu.be/PDuGQDIZTxkAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Last week, Governor Michelle Lujan Grisham issued a legislative message forHouse Bill 207, which calls for the discharge of “produced water” to New Mexico'srivers, streams and groundwater. Produced water is a highly toxic waste byproduct ofoil and gas operations. No treatment technologies currently exist that might allow for thesafe discharge of produced water to water resources.

Texas electricity is way more complicated than flipping a switch. Brittany Devlin from DOB Ai breaks down the deregulated energy market where customers can actually choose providers and save serious money, but most people just overpay out of laziness. From how the grid physically works to why your AC destroys your summer budget, she explains the whole pipeline. The real hack? Like energy aggregation companies that negotiate contracts for you, breaking deals when better rates appear. Plus: why unplugging appliances matters, how battery storage is fixing solar's sunset problem, and the truth about those "free nights and weekends" billboard scams.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 - From nano photonics to energy risk management02:22 - Aviation business intelligence mirrors energy markets04:15 - Flight pricing tricks you shouldn't try07:33 - Deregulated Texas electricity explained08:15 - Why those billboard energy deals are sketchy09:14 - Fixed rate contracts beat variable pricing10:29 - How aggregators find cheaper electricity plans12:08 - The Griddy lawsuit and contract regulations13:06 - No monopolies: you can switch providers anytime15:28 - Energy Ogre cuts bills in half for $10/month18:10 - How contract switching and negotiation works22:12 - The power grid is literally all connected24:58 - Power to Choose website limitations27:31 - Energy mix and the renewable integration29:19 - California's duck curve problem hits Texas31:03 - Battery storage: use it or lose it technology32:25 - AI data centers and grid infrastructure36:31 - Natural gas fueling most Texas electricity38:01 - Why correlation between gas and electricity prices weakened40:12 - Complex gas contracts and pipeline capacity43:14 - Did deregulation actually help consumers?44:13 - Rapid fire tips to lower your electricity bill48:55 - Smart meters track usage every five minutes51:12 - Insulation and weatherstripping matter more than you think52:36 - Three story homes are wildly inefficienthttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

The Middle East and North Africa (MENA) region sits at the heart of the world's energy system, home to many of the top oil and gas producers. Yet it also one of the most climate-vulnerable regions, with huge renewable energy potential.In this episode, James and Daisy discuss the region's climate challenges. How is MENA impacted by climate change? Is the region serious about the energy transition? What were the key takeaways from Abu Dhabi Sustainability Week? SOME RECOMMENDATIONS: Masdar – A fast-growing renewable energy company owned by three UAE energy companies (ADNOC, Mubadala Investment Company, and TAQA) with projects in 40+ countries across six continents with a combined capacity of more than 65GW. COP28 President Dr Sultan Al Jaber chairs Masdar while also leading ADNOC. Masdar is building the world's largest solar-plus battery project, that will run 24 hours a day, displacing 5.7 million tons of CO2 annually – equivalent to planting 100 million trees and covering 90 square kilometres, roughly the size of Copenhagen.Zayed Sustainability Prize – The UAE's global award that recognises SMEs, nonprofits, and schools with impactful sustainable solutions. This year's Energy winner was Switzerland's BASE Foundation with its cooling-as-a-service solution. Ignite Energy Access, a UAE-based climate-tech company scaling sustainable infrastructure solutions across Africa won the Energy Innovation category at COP28.OTHER ADVOCATES AND RESOURCES:Abu Dhabi Sustainability Week (ADSW) – One of the world's largest sustainability gatherings, hosted by Masdar. Our World in Data – A graph of oil production by region shows that roughly one third comes from the Middle East. Ember (2025)– In 2023, 7% of the Middle East's electricity was generated from clean sources, below the global average of 39%. Saudi Arabia aims for 50% renewable electricity by 2030.IEA (2025) – In 2024, MENA supplied over 30% of the world's oil and nearly 20% of its natural gas. Between 2000 and 2024, electricity demand tripled – making the MENA region the third-largest contributor to global electricity demand growth after China and India. Average temperatures in MENA are rising at more than twice the global rate, and summer temperatures regularly exceed 40 °C.Financial Times (2025) – How plans for the utopian city of Neom have unravelled.  BloombergNEF (2025) – Michael Liebreich makes the case for a pragmatic climate reset.Cleaning Up (2025) – Liebreich in conversation with Lord Browne, former CEO of BP.Breakneck by Dan Wang (2025) – Shows how the cost of one US nuclear plant equals roughly 11 in China. Cleaning Up (2025) – A visual showing how much energy Egypt can buy for $1m, comparing oil, LNG, solar, wind, and nuclear.SOME FACTS:Investopedia: The MENA region includes Algeria, Bahrain, Djibouti, Egypt, Iran, Iraq, Israel, Jordan, Kuwait, Lebanon, Libya, Malta, Morocco, Oman, Qatar, Saudi Arabia, Syria, Tunisia, United Arab Emirates, Palestine, and Yemen.IEA – MENA holds five of the world's top 10 oil producers (Saudi Arabia, Iraq, the United Arab Emirates, Iran and Kuwait) and three of the top 20 gas producers. Nearly 95% of electricity generated in the Middle East comes from natural gas and oil – the highest share in the world. World Bank (2025) – MENA holds more than half of the world's oil reserves and 40% of gas reserves.World Bank (2022) – MENA's GHG footprint is 8.7% of global emissions. MENA is the world's most water scarce region with 60% of people living in high or extremely high water stressed areas. MENA receives 22-26% of all solar energy striking the earth and its solar potential per square kilometre is equivalent to energy produced by 1-2 million barrels of oil annually and could meet at least 50% of global electricity demand. 75% of MENA has average wind speeds that exceed the minimum threshold for utility-scale wind farms.Earth.Org (2025) – Saudi Aramco accounts for 4.38% of global CO2 emissions.  The Guardian (2025) – Saudi Arabia spent more on fossil fuel subsidies than it did on its national health budget in 2023.NY Times (2025) – Over the past year, EVs accounted for 76% of all passenger vehicles sold in Nepal.WRI (2025) – In 2024, EVs made up 92% of passenger vehicle sales in Norway. Thank you for listening! Please follow us on social media to join the conversation: LinkedIn | Instagram | TikTokYou can also now watch us on YouTube.Music: “Just Because Some Bad Wind Blows” by Nick Nuttall, Reptiphon Records. Available at https://nicknuttallmusic.bandcamp.com/album/just-because-some-bad-wind-blows-3Huge thanks to Siobhán Foster, a vital member of the team offering design advice, critical review and organisation that we depend upon....

A wild way to end January trading with the Silver Crash of 2026, and how is oil going to shake out? We also cover earnings for Chevron, ExxonMobil, and Liberty Energy. The main topics discussed in thisEpisdoe of the Energy News Beat Stand-Up are:1. The dramatic plunge in silver prices:  - The silver market saw a 37% single-day crash on January 30th, the worst day on record since March 1980.  - There are questions around potential market manipulation by entities like JP Morgan.  - The hosts discuss the underlying supply and demand factors impacting the silver market, such as China's export restrictions.2. The global energy crisis and its impact:  - Europe is facing major challenges with energy security and affordability, leading to a resurgence of fossil fuel usage.  - Countries like China, India, and the UK are all ramping up domestic oil and gas exploration and production.  - The hosts analyze how this global energy crunch is affecting natural gas prices and availability in the US.3. The role of natural gas and fossil fuels in the energy transition:  - Texas is doubling down on natural gas-fired power generation, including a massive 75.65 GW project.  - Major oil companies like Exxon and Chevron are increasingly partnering with data centers to provide dedicated, behind-the-meter power generation.  - The hosts discuss how this shift towards natural gas-powered data centers could impact midstream pipeline companies.4. Earnings and financial performance of energy companies:  - The hosts review the latest quarterly earnings reports from companies like Liberty Energy, Exxon, and Chevron.  - They analyze trends like share buybacks, production growth, and the impact of assets like Guyana and Venezuela.  - The discussion touches on how these companies are transitioning towards more utility-like business models.1.Silver Market Plunge Wipes Out Investors, and We Have Questions2.The Monroe Doctrine in Full Display as Danish Firm Maersk Temporarily Takes Over Operations of Two Ports on the Panama Canal3.Energy Security Starts at Home, and the EU and UK Are Waking Up4.Largest Power Project In US Approved For West Texas Amid Gas Plant And Data Center Buildout5.Liberty Energy Earnings Report for Q4 20256.Exxon Beats Expectations as Record Production Offsets Lower Oil Price7.Chevron Beats Profit Estimates with Venezuela on a RollShout to Steve Reese and the entire Reese Energy Consulting group for sponsoring the Energy News Beat Podcast. https://reeseenergyconsulting.com/Shout out to FeedSpot - Energy News Beat ranked #3 globally for top Energy Podcasthttps://podcast.feedspot.com/energy_podcasts/Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Some legislators are already filing bills about carbon capture in Louisiana. So what IS carbon capture? We talk with Greg Upton, executive director of LSU's Center for Energy Studies.

* Are some dog breeds more aggressive than others? * The Saints love Senior Bowl players. Who could they draft this year? * What IS carbon capture? How important is it for Louisiana? * The Fed didn't cut interest rates. What does that actually mean for us? * What does the law say about when a dog attacks a person?

* We'll get some Senior Bowl updates from Mobile with Jeff Nowak. Could the Saints be interested in any of the players there? * Some legislators are already filing bills about carbon capture in Louisiana. So what IS carbon capture?

In this conversation, Chris Alfano, founder and CEO of 360 Mining, discusses the innovative approach of using natural gas for Bitcoin mining. He explains the challenges faced by off-grid mining companies, the economic benefits for oil and gas companies, and the importance of emissions reduction. Alfano highlights the operational complexities and infrastructure requirements of their business model, as well as the potential for scaling and international expansion. The conversation also touches on the technology stack used in their operations and the possibility of integrating AI into their business.Takeaways360 Mining uses natural gas for Bitcoin mining.The company differentiates itself by co-locating with natural gas generators.Economic benefits for oil companies include creating new markets for uneconomic gas.Emissions reduction is a key selling point for their service.The rental model has proven successful for providing mining infrastructure.Operational complexity requires thorough site analysis and monitoring.The company aims to distribute hashrate across various locations.There is significant potential for scaling in the Bitcoin mining industry.International expansion is being explored, particularly in Argentina.AI integration is a future consideration, but not a current pivot. Chapters00:00 Introduction to Crowd Health and Voltage Sponsorship01:05 The Evolution of 360 Mining04:05 Understanding 360 Mining's Business Model06:50 Economic Value Proposition of Bitcoin Mining09:56 Emissions Reduction and Environmental Impact13:01 Innovative Business Strategies in Bitcoin Mining16:11 Operational Challenges in Off-Grid Mining18:50 The Role of Gas Quality in Mining Efficiency22:12 Positioning in the Bitcoin Economy24:56 Future Prospects and International Expansion27:58 AI and the Future of Bitcoin Mining32:47 bp-introoutro_v2.mp4KeywordsBitcoin mining, natural gas, 360 Mining, oil and gas, emissions reduction, economic benefits, off-grid mining, rental solutions, infrastructure, technology stack

Brandon Wamsley from Flatirons Chemicals joins the show to explain how the $100 billion oil and gas chemical industry actually works - from killing bacteria that sours wells to keeping pipelines from corroding in minus 58 degree North Dakota winters. He shares his journey from laying tile in construction to becoming a field technician in Williston during the Bakken boom, where people literally camped in tents chasing oil field opportunities. The conversation breaks down why chemicals are cheap insurance for producers, how bacteria creates hydrogen sulfide downhole, what H2S scavengers actually do, and why the industry churns through chemical providers every 2-3 years in an expensive honeymoon cycle that Flatirons is trying to disrupt with AI-powered solutions.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Why chemicals are essential to oil and gas production03:45 Brandon's construction background and move to North Dakota08:01 Williston during the Bakken boom and tent cities11:19 Learning the chemical industry from the ground up14:08 Meeting mentor Ed and his 40 years in midstream18:01 Frack chemicals and evolving completion designs22:03 How bacteria contaminates wells and creates H2S27:11 The stream analogy for disrupting formations31:24 Turning wells on to production and artificial lift36:03 Midstream chemicals and H2S scavengers explained40:12 Innovating the chemical procurement process with AI45:09 Houston meetings and vertical integration strategy48:16 Life back in Colorado after two years in Willistonhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

SEGMENT 13: SCOTUS HEARS WARTIME OIL EXTRACTION LIABILITY CASE Guest: Michael Toth (Civitas Institute) Toth reports from Supreme Court oral arguments on Louisiana's claim that World War II oil and gas extraction damaged coastlines and quality of life. Former Solicitor General Paul Clement defends energy companies, arguing wartime production faced no limits given the existential threat requiring maximum resource extraction for national survival.1875 MARDI GRAS

SEGMENT 14: SCOTUS SYMPATHETIC TO OIL AND GAS DEFENSE Guest: Michael Toth (Civitas Institute)Toth reports the Supreme Court appears sympathetic to oil and gas companies arguing they supplied the homefront during wartime under government direction. Justices signal the case belongs in federal court rather than punitive state courts where energy companies face hostile juries and politically motivated litigation against essential wartime production.1870 NEW ORLESNS

PREVIEW FOR LATER TODAY: SCOTUS HEARS OIL COMPANY WARTIME LIABILITY ARGUMENTSGuest: Michael Toth Toth analyzes Supreme Court arguments over whether oil and gas companies face liability for pumping operations conducted during World War II under presidential directive. Discussion examines the legal complexities of holding companies responsible for wartime production ordered by the government, historical context, and implications for energy industry litigation.1888 SCOTUS

For years as a reporter for Capital and Main, Jerry Redfern has documented the short lives of oil and gas reform bills introduced at the Roundhouse. This year, Jerry will continue his coverage with the news site, while also joining In Focus each week to keep viewers updated on his reporting in Santa Fe. Jerry tells Executive Producer Jeff Proctor what he expects to see at this year's session.Podcast Host: Lou DiVizioExecutive Producer: Jeff ProctorGuest: Jerry Redfern, Oil and Gas Reporter, Capital and Main 

Joe Natale from Knight-Chemstar joins the show fresh off pulling off something pretty remarkable in Massachusetts - successfully running the first 100% renewable diesel pilot program for commuter rail locomotives in the country. He breaks down the wild logistics of moving renewable diesel from Midwest producers to New England, why heating oil is basically diesel's cousin, the bacon grease problem that happens when biodiesel gets cold, and why drop-in fuels make way more sense than ripping out all our infrastructure for electrification.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 Joe's background from terminal operator to renewables08:08 Development of Providence biodiesel rail terminal14:06 Winning and executing the MBTA renewable diesel pilot20:21 Sustainable aviation fuel distribution strategy25:04 Breaking down fuel types: ethanol, diesel, heating oil33:00 Northeast heating oil versus natural gas infrastructure38:15 Renewable diesel logistics and clean heat standards43:35 Drop-in fuels versus full electrification51:05 Cloud point and the biodiesel gelling problem55:33 Future of sustainable aviation fuel and incentiveshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

A couple of green shoots beginning to emerge in the energy sector. US owned oil and gas company JETEX has applied for a permit to extract coal seam gas near Huntly, and Australia-based EnZed Energy has lodged an application for an offshore petroleum permit in Taranaki. Energy Resources Aotearoa CEO John Carnegie told Mike Hosking this is what the restart of an industry looks like. He says we're seeing a rebuilding of a pipeline of prospects for the future, which means new entrants, new work programmes, and new possibilities. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, and YouTube

China's domination of minerals - especially the copper needed for electrification, data centres, robots, cellphones and defence technology - is pushing the United States to ramp up its control of oil and minerals worldwide, argues Daniel Yergin, one of the world's top experts in the economics of oil. In this episode, Yergin explains how Venezuela, Greenland, Iran, Russia and other issues are connected to the business of oil and the competition to control Earth's minerals. And while US President Donald Trump's motives in Venezuela and Greenland are unclear, Yergin says one thing is certain: The US is desperate to achieve supply chain independence from China.

* What Helena Moreno's inauguration was like, how it compares to others ones * LSU has a new QB1! Who is Sam Leavitt? * There's a super flu going around. Explaining what subclade K is * Regular people are being priced out of New Orleans. How do we fix it? * Venezuelan oil could be good news for Louisiana refineries * SCOTUS heard arguments in a case with huge ramifications for our coast

* Louisiana's oil and gas industry, particularly all our refineries, could benefit from Venezuelan crude oil. We'll explain how things could work out * The last long-term farm bill expired in 2023, and Congress has been scrambling to pass smaller ones on a year to year basis. What kind of impact has that had on farmers and agriculture in the US?

Louisiana's oil and gas industry, particularly all our refineries, could benefit from Venezuelan crude oil. We'll explain how things could work out with Eric Smith, Professor at Tulane's Institute of Energy.

Building startups turns into a rapid fire philosophy session on founders, culture, money, and why velocity beats speed when Jacob asks the dumb questions we all think about. Collin McLelland of Collide breaks down how real companies get built, why talent density matters more than headcount, how power, AI, and energy collide, and what actually keeps teams motivated when the grind gets real.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 Cold open and founder mindset03:00 Why founders matter more than CEOs06:00 Startup ideas and power generation10:00 Storytelling and clarity over time15:00 Culture, motivation, and communication19:00 Building a high velocity company25:00 Hiring, pay, and talent density31:00 Remote work and office culture38:00 Work ethic, burnout, and holidays44:00 Money, capital, and long term betshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Since the United States abducted Venezuelan President Nicolas Maduro, accusing him of "narcoterrorism", Colombia has found itself under growing pressure from Washington. President Gustavo Petro responds to President Donald Trump's accusations. The Colombian leader also addresses diplomacy vs confrontation, regional sovereignty and whether Latin America is entering a dangerous new chapter.

This special episode analyzes the United States' intervention in Venezuela on January 3, 2026, and explores its broader implications for Canada and the Canadian oil sector. Peter and Jackie open with a discussion of the geopolitical backdrop and the range of narratives circulating about the U.S. motivations for seizing and arresting Venezuelan President Nicolás Maduro and his wife, including efforts to curb drug trafficking and illegal migration, and to counter the growing influence of China, Russia, and terrorist groups in the country. They also reference the U.S. National Security Strategy released in November 2025, which calls for a Western Hemisphere free from hostile foreign control and signals renewed enforcement of a “Trump Corollary” to the Monroe Doctrine. The Monroe Doctrine is a foundational principle of U.S. foreign policy, first announced in 1823, that set out the United States' view of the Western Hemisphere.  General principles at the time held that European powers should no longer interfere in the Americas and that the Western Hemisphere was now the U.S. sphere of influence. Peter and Jackie then turn to the oil market implications for Canadian oil. If sanctions on Venezuela were eased, increased Venezuelan heavy oil exports to the U.S. could intensify competition for Canadian oil on the U.S. Gulf Coast, which accounts for about 10% of Canada's crude oil exports. The exports to Canada's largest market, the U.S. Midwest, which makes up 70% of all exports, are more insulated. The discussion concludes with an assessment of potential Venezuelan production scenarios, including the possibility of declining output, a pattern that has frequently followed similar government changes in the past. They conclude that, in any scenario, a clear takeaway for Canada is that building additional West Coast pipelines is critical. Diversifying export markets, strengthening economic resilience, and improving national sovereignty and autonomy are imperatives for Canada.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 

Pascal Wagner interviews Bob Fraser, CFO and chief macro strategist at Aspen Funds, to break down how oil and gas can (or can't) fit inside a diversified portfolio. Bob explains the three parts of the industry (upstream, midstream, downstream), why most LP horror stories come from drilling risk, and why he prefers buying already-producing, non-operated working interests to reduce geology/engineering/operator risk. He also walks through what tax benefits investors often misunderstand (IDCs vs. depletion allowance), the importance of low leverage + hedging in a volatile commodity business, and the key red flags he'd watch for when underwriting deals (vertical wells, unrealistic pricing assumptions, and weak operator quality). Bob FraserCurrent role: CFO and Chief Macro Strategist, Aspen FundsBased in: Overland Park, KansasSay hi to them at: Website: https://investlikeabillionaire.org Company: https://aspenfunds.us LinkedIn: https://www.linkedin.com/in/bobfraser10/ Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Priyal Maniar and Elliot Shue, along with Jackie Fortner, delve into the enduring importance of oil and gas in the global energy mix and examine the intricate balance between long-term structural forces and short-term market shocks.

On Monday's show: We discuss the implications of the takeover of Venezuela on Houston's oil and gas industry.Also this hour: We start the year off with some gripes and grievances in our regular segment called Houstonian Pet Peeves.Then, we preview the upcoming Wild Card playoff matchup between the Texans and the Steelers.Watchhttps://www.youtube.com/watch?v=QjMcB1BP_Iw

* How the military strike on Venezuela and change in leadership could affect...our oil and gas industry * We'll get an update how the Pelicans have been looking with Oleh Kosel

Send us a textWhat separates the enduring capital raisers from the ones who fade?In this candid exchange, the panelists share their most painful lessons, from misaligned partners and unrealistic timelines to communication breakdowns.An honest roadmap for founders learning how to build sustainable trust under pressure.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#Entrepreneurship #InvestorLessons #CapitalRaising #Leadership #FamilyOfficeClubhttps://familyoffices.com/

There are at least a couple of clear trends in upstream-sector M&A. One is that E&Ps continue to zero in on the basins where they see the most promise, and to divest non-core assets. Another is that the ramp-up in LNG exports is spurring heightened interest in acreage and production targeting that market. 

US oil and gas drilling is once again at the center of a high-stakes decision that could shape America's coastlines, marine life, and coastal communities for decades. This episode asks a critical question: should the U.S. lock itself into new offshore drilling just as climate risks and ocean damage are accelerating, or is there still time to choose a safer path for the ocean and future generations? Offshore drilling impacts go far beyond fuel production, and Oceana campaign director Joseph Gordon explains why oil spills are not short-term disasters but long-term crises. One of the most emotional insights from this episode is his description of oil spills as invisible clouds that marine mammals and cleanup workers are forced to breathe, causing health impacts that last decades after the headlines fade. These are consequences most people never see, but communities continue to live with. Public comment offshore drilling still has power, even in difficult political moments. Joseph shares how bipartisan opposition has stopped similar plans before, why Florida, California, Alaska, and the Gulf of Mexico are on the front lines right now, and how everyday people can influence the final outcome. This episode breaks down what is at stake and why speaking up right now truly matters. Help fund a new seagrass podcast: https://www.speakupforblue.com/seagrass Join the Undertow: https://www.speakupforblue.com/jointheundertow Connect with Speak Up For Blue Website: https://bit.ly/3fOF3Wf Instagram: https://bit.ly/3rIaJSG TikTok: https://www.tiktok.com/@speakupforblue Twitter: https://bit.ly/3rHZxpc YouTube: www.speakupforblue.com/youtube    

Stijn Schmitz welcomes Lyn Alden to the show. Lyn Alden is founder of Lyn Alden Investment Strategy. In this comprehensive interview, Alden discusses her “gradual print thesis” and the current macroeconomic landscape, focusing on fiscal dominance and potential long-term economic challenges facing developed countries, particularly the United States. Alden argues that the United States is entering a period of sustained fiscal challenges, characterized by large structural deficits and a complex monetary environment. She suggests the country is transitioning from monetary tightening to monetary loosening, with significant implications for asset allocation. Unlike emerging markets that experience rapid currency debasement, developed countries like the US have more flexibility due to global demand for their currency and extensive international financial infrastructure. Find Out More About Palisades Goldcorp, Canada’s Leading Junior Resource Investment Company:► Website: https://palisades.ca Palisade Radio Links:► Website & Newsletter: https://palisadesradio.ca► Rumble: https://rumble.com/c/c-1586024 The discussion explores historical parallels, particularly drawing comparisons to the 1940s-1970s period. Alden emphasizes that while direct comparisons are impossible, certain patterns emerge, such as the importance of owning hard assets during periods of monetary expansion. She recommends diversifying across scarce assets like equities, real estate, precious metals, and select commodities, while being cautious of overvalued investments. Demographic challenges play a crucial role in Alden’s analysis. She challenges the notion that aging populations are inherently deflationary, arguing that extensive entitlement systems and continued consumption by older populations can actually drive inflationary pressures. This perspective suggests a more complex economic landscape than traditional models predict. Regarding potential investment opportunities, Alden highlights regions like Japan, Latin America, and parts of Southeast Asia as potentially attractive. She’s particularly bullish on assets that are currently undervalued and have long-term potential, such as regional banks, Bitcoin, energy infrastructure, and select international markets. Ultimately, Alden views the current economic environment as part of a broader “fourth turning” cycle, characterized by increasing political volatility and structural economic challenges. She anticipates a gradual process of economic adjustment rather than a sudden, dramatic collapse, advising investors to remain diversified and adaptable. Timestamps:00:00:00 – Introduction00:00:47 – Gradual Print Thesis00:02:10 – Fiscal Dominance Explained00:04:20 – Outgrowing Debt Challenges00:07:42 – Inflation Spectrum Assets00:10:43 – Reshoring Industrial Base00:15:38 – Treasury Auction Risks00:17:10 – Debt Crisis Timeline00:20:18 – Fourth Turning Parallels00:22:10 – Demographic Inflation Pressures00:28:35 – Historical Debt Cycles00:31:02 – Portfolio Allocation Advice00:50:12 – Concluding Thoughts Guest Links:X: https://x.com/LynAldenContactWebsite: https://lynalden.comAmazon Book: https://tinyurl.com/lynaldenc Lyn Alden is editor and publisher of LynAlden.com, where she has both a subscription and a free financial newsletter. She says, “Her background lies at the intersection of engineering and finance.” Her site provides investment research and strategy, covering stocks, precious metals, international equities, and alternative investments, with a specialization in asset allocation. Whether you’re new to investing or experienced, there’s a lot there for you. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, focusing on engineering economics and financial modeling. She oversees the finances and day-to-day operations of an engineering facility. She has been performing investment research for over fifteen years in various public and private capacities. Her work has been editorially featured or cited on Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, and The Huffington Post. She has also appeared on Real Vision, The Investor’s Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader.

What happens when clean energy starts to outgrow fossil fuels at scale? Is it right to call China an electrostate? And how long will we be reliant on hydrocarbons?This week on Cleaning Up, host Michael Liebreich sits down with Lord Browne of Madingley — former CEO of BP and one of the earliest voices inside Big Oil to publicly call for emissions reductions from fossil fuels.  Recorded in front of a live audience in London, the discussion explores how geopolitics, energy security, AI, and rising global anxiety are reshaping the path to decarbonisation. Lord Browne reflects on launching BP's original “Beyond Petroleum” strategy, his current work investing billions through BeyondNetZero, and why the future of climate action will be driven as much by adaptation, resilience, and people as by technology itself.From the rise of China as an electrification juggernaut and the US as an AI-powered energy giant, to the tipping point where clean energy demand could finally outpace fossil fuels, this episode offers rare insight from someone who has shaped — and challenged — the global energy system from the inside.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:BeyondNetZero: https://www.generalatlantic.com/climate/Lord Browne's previous appearance on Cleaning Up: https://youtu.be/8VXQ2EGAcGMThe Pragmatic Climate Reset, Part 1: https://youtu.be/OHKGor2_BzQ

On today's episode, Dr. Mark Costes sits down with Troy Eckard, a 40-year oil and gas industry veteran and the driving force behind Eckard Enterprises. With over $1.3 billion in assets and $210 million distributed to investors, Troy breaks down the current landscape of oil and gas investing—highlighting how the space has shifted from wild speculation to a more data-driven, transparent model.   They tackle everything from the political and economic chaos in the U.S. to the mechanics of working interest vs. mineral rights, and why high-income earners—like dentists—are uniquely positioned to benefit from oil and gas investments. Troy also unpacks the powerful tax advantages, long-term cash flow potential, and how to avoid common pitfalls in the industry. This is an unfiltered, honest look at what's real—and what's risky—in alternative investing. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://eckardenterprises.com/dentalpreneur https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Stijn Schmitz welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. In this in-depth conversation about precious metals and commodities, Day provides a comprehensive analysis of the current gold and broader investment landscape. Day remains highly bullish on gold, arguing that all fundamental drivers supporting gold’s recent rise remain intact. He highlights central bank purchasing, currency debasement concerns, and potential future Federal Reserve policies as key factors. While acknowledging gold’s recent price movements, he believes the market is far from reaching its peak and anticipates significant potential for further appreciation. Discussing the generalist investor market, Day notes that North American investors have historically maintained low gold allocations, typically around 2%. He suggests that as economic conditions become more favorable—including lower interest rates, weakening dollar, and increased market volatility—more generalist investors may enter the gold market. Regarding commodities, Day provides nuanced insights into potential investment cycles. He cautions against broadly labeling current trends a “super-cycle” but believes most commodity complexes are undervalued relative to financial assets. He emphasizes the importance of differentiating between individual commodities and focusing on sectors with potential supply constraints, specifically highlighting copper, uranium, and oil as promising areas. Day also discusses gold mining stocks, arguing that despite recent price increases, many large mining companies remain attractively valued. He sees significant potential in mid-tier miners and believes valuations remain compelling, particularly as gold reserves are revalued at higher prices. On broader economic trends, Day discusses the gradual shift away from dollar dominance, noting that while the US dollar remains central to global trade, its proportion of global reserves and trade settlements is declining. He anticipates this trend could incrementally benefit gold as an alternative asset. Timestamps: 00:00:00 – Introduction 00:01:15 – Bullish Case for Gold 00:03:49 – Gold Pullback Analysis 00:09:57 – Generalist Investors Shift 00:16:18 – Currency Debasement Trade 00:19:31 – Remonetization Thesis Discussion 00:22:32 – Silver Price Surge Drivers 00:31:22 – Valuing Gold Miners 00:35:32 – Mid-Tier Miners Potential 00:38:02 – M&A and Financing Health 00:40:10 – Commodity Super-Cycle Tease 00:47:36 – Oil and Gas Dynamics 00:51:15 – Concluding Thoughts Guest Links: Website: https://adrianday.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.

Are you unknowingly passing up five-figure tax savings available right now?Tait Duryea and Ryan Gibson sit down with oil and gas expert Tim Pawul to reveal why minerals, royalties, and non-operated working interests have become one of the most powerful tools for cash flow and tax strategy. Get ready to understand the real reason hydrocarbons aren't going anywhere, how minerals function like “underground real estate,” and why non-op wells offer significant first-year tax advantages for high-income earners. Discover how pilots can use this asset class to balance real estate, reduce taxable income, and access institutional-quality deals with transparency and scale.Tim Pawul is the President of Minerals and Royalties Authority, a leading connector, advisor, and investor in the oil and gas minerals space. With over a decade of experience mapping the institutional evolution of minerals, Tim has become one of the industry's loudest, most trusted voices. He hosts The Minerals and Royalties Podcast, works with institutional and private investors, and brings unmatched insight into minerals, royalties, and non-operated working interests. His deep industry relationships make him a go-to resource for anyone serious about energy investing.Show notes:(0:00) Intro(1:04) Fossil fuel dependence today(2:07) Introducing guest expert Tim Pawul(4:06) How Tim entered the minerals industry(7:02) Why shale changed everything(11:12) How minerals became institutional(19:11) What mineral rights actually are(32:39) How non-op working interests work(44:54) Red flags and due diligence tips(51:32) OutroConnect with Tim Pawul:LinkedIn: https://www.linkedin.com/in/tim-pawul-54aa9526/The Minerals and Royalties Podcast:Apple Podcasts: https://podcasts.apple.com/us/podcast/the-minerals-and-royalties-podcast/id1502759760 Spotify: https://open.spotify.com/show/2uiMdKFVMq7hWv1EBCDLsI Learn more about: Turbine Capital Iron Horse Energy Fund providing 80-85% tax deduction for 2025:https://turbinecap.investnext.com/portal/offerings/8798/Turbine Capital Oil & Gas Tax Benefits eBook: https://drive.google.com/file/d/17jUYSuoJGCU2ea4SN6MLgazmp-3LE2Lt/view Terms not explained during the episode: ESG = Environmental, Social Governance. ESG stands for Environmental, Social, and Governance, a set of standards used to evaluate a company's sustainable and ethical practices.AFE = Authorization For Expenditure. A formal document used in the oil and gas industry to outline the detailed cost estimate and approval for a specific project, such as drilling, completion, or reworking a well. It serves as a budget and a project proposal, requiring partner approval before capital is committed and tracking expenditures against the budgeted amount. G&A = General and AdministrativeNAPE Expo: https://registration.expologic.com/registration/types/668F3878-BC35-4659-A750-6491C592938D/3591 NAPE Registration Discount Code: MRA26 to get $75 off—Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com *Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

Russian Economic Stagnation and War Finance. Michael Bernstam confirms that the Russian economy is stagnating, expecting no growth for years due to exhausted resources and reliance on military production. Oil and gas revenues are down significantly due to Western sanctions and high discounts, widening the budget deficit. Russia is increasing taxes, including the VAT, which drives inflation in staples. This economic pain damages the popularity of the war by hurting the low-income population—the primary source of military recruitment. 1951

John Casmon interviews Bronson Hill. Bronson shares how he walked away from a high-paying medical sales career to pursue time freedom, eventually raising over $50 million for multifamily, oil and gas, debt funds, and development deals. He and John dig into the core reasons investors should define their goals around cash flow, capital preservation, and tax benefits instead of blindly chasing returns, and how to properly vet operators and opportunities across different asset classes. Bronson also explains his “fire yourself” framework, the concept of wealth worthiness, and why mindset and service-driven capital raising are critical to building a diversified, resilient passive income portfolio. Bronson HillCurrent role: Founder and CEO, Bronson Equity Based in: Los Angeles, California Say hi to them at: https://bronsonequity.com/ | YouTube | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices