Podcasts about oil exports

This week on the podcast, Peter and Jackie begin with the big news of June 14th: the United States and Iran have reached a preliminary agreement to end the war, which takes the form of a memorandum of understanding (MOU). While the agreement leaves numerous details to be settled, both sides expect that shipping will resume through the Strait of Hormuz as a result. They then recap last week's episode with the Honourable Brian Jean, Alberta's Minister of Energy and Minerals, and his optimism about changes in the province that are expected to shorten regulatory timelines and advance a West Coast oil pipeline application toward submission in July. Peter and Jackie also discuss Alberta's referendum question this fall on separation, and how foreign investors may view it. On June 9, 2026, Peter Tertzakian toured Trans Mountain's Westridge Marine Terminal in Burnaby, British Columbia, which exports Western Canadian crude oil to tidewater. Peter shares some of what he learned, including comments from people working at the terminal on safety, tanker filling times, and the project to deepen the channel, which would increase the amount of crude oil that can be loaded onto each ship. Content referenced in this podcast: Photos from Peter's tour  Trans Mountain website Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/Check us out on social media:X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

AP Washington correspondent Sagar Meghanir reports on President Trump threatening Iran as more strikes threaten to send the Middle East back into full scale war.

(3) Jonathan Sayeh reports that the U.S. blockade has caused a sharp decline in Iranian oil exports, though it has not yet reached a level of total economic catastrophe. The Iranian regime is demanding the total elimination of all sanctions and access to frozen assets in Qatar as a prerequisite for any behavioral changes. Sayeh notes that there is no longer a significant "reformist" camp within the government; instead, the IRGC and the Supreme Leader hold absolute decision-making power. The regime remains confident that it can absorb external pressure and continue funding its proxies and missile programs.

The National Security Hour with LTC Sargis Sangari – When American crude moves through a canal to refuel Asia, the balance shifts. When the United Arab Emirates leaves OPEC, that cartel loses its grip. When Russia sells trapped barrels on open markets, prices climb, and sanctions yield strange beneficiaries. Control of routes decides who can project strength. The Strait of Hormuz matters...

The National Security Hour with LTC Sargis Sangari – When American crude moves through a canal to refuel Asia, the balance shifts. When the United Arab Emirates leaves OPEC, that cartel loses its grip. When Russia sells trapped barrels on open markets, prices climb, and sanctions yield strange beneficiaries. Control of routes decides who can project strength. The Strait of Hormuz matters...

We cover 10 big stories on the Energy News Beat Stand Up - The deal has no signatures, and we are running low on oil, gas, and diesel inventory levels within weeks. 1. Iran Nuclear Deal & Middle East TensionsThe podcast opens with discussion of a pending Iran peace deal involving a 60-day memorandum of understanding (MOU) to extend a ceasefire and restart negotiations on Iran's nuclear program. Key concerns include whether Iran can be trusted, control of the Strait of Hormuz, and conflicting narratives between Iran and the Trump administration about shipping restrictions.2. Oil Market Dynamics & PricingWTI crude at $89 and Brent at $94.82Analysis of why oil prices dropped despite the unsigned Iran dealDiscussion of inventory levels running critically low, with predictions that prices could spike to $150-160 for Brent and $110 for WTI once inventories hit bottomThe role of Strategic Petroleum Reserve (SPR) releases in mitigating price increases3. Strait of Hormuz Shipping & Tanker TrafficCoverage of commercial shipping through the critical chokepoint, including VLCC (Very Large Crude Carriers) and LNG tankers heading to China and India, with concerns that only 2 tankers passing through versus the normal 20 per day signals serious disruption.4. China's Oil Market Re-entryDiscussion of China drawing down its strategic reserves and the potential shock when China returns to buying oil again—potentially driving prices significantly higher due to the current 9 million barrels per day supply deficit.5. Germany's Energy CrisisGermany's power prices surged over 30% due to high demand and low wind speeds, highlighting the vulnerabilities of renewable energy dependence. The podcast criticizes the unreliability of wind and solar and questions Germany's ability to meet its 80% renewables target by 2030.6. Russia-Kazakhstan Nuclear DealRussia and Kazakhstan signed agreements for Russia to finance and build Kazakhstan's first nuclear power plant, with Russia providing 85% of project financing—presented as a model for energy security and dominance.7. U.S. Strategic Oil Reserve Exports to CaliforniaFor the first time, crude oil from the U.S. Strategic Petroleum Reserve is being shipped to California (460,000 barrels to Chevron's Richmond refinery), enabled by President Trump's 60-day Jones Act waiver.8. Aluminum Market Supply CrisisCritical supply shortages in aluminum with inventories at dangerous levels, affecting manufacturing and presenting investment opportunities. Key companies mentioned: Alcoa, Century Aluminum, Kaiser Aluminum, and Rio Tinto.9. Europe's Natural Gas CrisisEurope's gas storage sits 55 points below required levels for winter, with reliance on Qatar and other LNG suppliers facing their own production challenges. This threatens European manufacturing and industrial competitiveness.10. Russia's Oil Exports to IndiaRussia is capitalizing on elevated global oil prices by boosting crude flows to India, with Indian imports jumping 70%.Overarching Themes:Energy security and dominance through exportsThe impact of geopolitical tensions on global energy marketsCriticisms of green energy policies and their economic consequencesThe importance of oil and gas investment and infrastructurePolitical messaging about energy policy differences between statesAll stories can be found on https://energynewsbeat.co/1.Iran Peace Deal Pending President Trump Approval – And it was not approved by the IRGC2.Who is Telling The Truth on Control for the Strait of Hormuz?3.Two VLCC Tankers and Two LNG Tankers Pass Through the Strait of Hormuz en Route to China and India4.The Next Energy Shock Could Be China's Return to the Oil and Gas Market5.Germany's Power Prices Soar Over 30% on High Demand and Low Wind Speeds6.Russia and Kazakhstan Sign Nuclear Power and Currency Swap Deals as Putin Visits Astana7.Oil from US Emergency Reserves Heads to California for the First Time, Kpler Says8.Aluminum Market Facing Prolonged Supply Outage. What does this mean for consumers and investors?9.Europe's Gas Crisis Just Repriced 8 Of My 12 Positions – The Merchant's News10.Russia Boosting Crude Flows as India Imports Jump 70% Since FebCheck 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/

PREVIEW for Today: Michael Bernstam analyzes Russia's shadow fleet oil exports to China, India, and Egypt. Despite China's increased reliance on Russian energy, Russia remains unable to fully capitalize on high oil prices during the ongoing global conflict.1900 Baku

#841: Health officials around the world try to trace and contain a hantavirus outbreak. US fuel exports surge to record levels as Europe and Asian rely on American energy supply. Whirlpool says the Iran War is hurting their business. Google launches a screenless fitbit that takes direct aim at Whoop.  Explore connectivity solutions that can transform your business at https://www.att.com/smallbusiness Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

U.S. sunflower oil exports in the first five months of the marketing year stand at 6,503 metric tons, a decrease of 5,202 MT from the same time a year ago. Source: National Sunflower AssociationSee omnystudio.com/listener for privacy information.

14 Apr 2026. Bit of a theme today on trade! Oil prices are swinging as hopes for peace talks jostle with realities on the ground in the Strait of Hormuz. Gulf Intelligence gives us the latest. The ceasefire raised hopes of the Strait reopening but supply chain leaders are still navigating a very uncertain environment and Sam Achampong, Regional Director of CIPS, tells us what that looks like on the ground. As the world waits to see how Iran responds to the new US blockade, we have an exclusive interview with the UN’s International Maritime Organization. And Fadi Ghandour of Wamda Capital on what the crisis is teaching Gulf businesses about resilience.See omnystudio.com/listener for privacy information.

041326 Scott Adams Show, Trump Strait of Hormuz Blockade, US Venezuela Oil Exports Rising, Swalwell Out

Canada can't be an energy superpower if it keeps doubling down on U.S. oil exports Learn more about your ad choices. Visit megaphone.fm/adchoices

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.0:21 - Canada can't be an energy superpower if it keeps doubling down on U.S. oil exports, by Heather Exner-Pirot8:57 - Alberta leads Canada in job growth—here's what's driving the province's success, by Alicia PlanincicThis program is narrated by automated voices. To get full-length editions of popular Hub podcasts and other great perks, subscribe to the Hub for only $2 a week: https://thehub.ca/join/hero/Subscribe to The Hub's podcast feed to get all our best content:https://tinyurl.com/3a7zpd7e (Apple)https://tinyurl.com/y8akmfn7 (Spotify)Watch The Hub on YouTube: https://www.youtube.com/@TheHubCanadaThe Hub on X: https://x.com/thehubcanada?lang=enCREDITS:Alisha Rao – Producer & Editor Hosted on Acast. See acast.com/privacy for more information.

Over several days, Ukrainian drones have repeatedly struck oil export facilites in Primorsk and Ust-Luga in the Baltic Sea, and Novorossiysk in the Black Sea. Seaborne exports of Russian crude oil have been reduced as a result. Troubled airline Air India is on the lookout for a new CEO after Campbell Wilson announces he's stepping down as chief executive. And a US hedge fund has launched a takeover bid for the world's biggest music company, Universal Music Group.

Iraq is turning to Turkey as an alternative route for its oil exports, as the war in the Middle East continues. The Iraqi move comes as Ankara steps up efforts to capitalise on the shifting diplomatic, economic and security landscape in the region.  In a race to find routes that circumvent the Strait of Hormuz, Iraq has resumed pumping oil through a previously disused pipeline to the Turkish port of Ceyhan. The Iraqi Minister of Oil, Hayyan Abdul-Ghani al-Sawad, claims that up to a million barrels of oil could be exported via Turkey.  The Iran war is also boosting Baghdad's efforts to realise the Iraqi Development Road, a multi-billion euro project to turn Iraq into a transit hub between Asia and Europe via Turkey, says Norman Ricklefs of the geopolitical consultancy, the NAMEA Group. "[The Iran war] is an impetus for [the Iraqi Development Road], to be accelerated. It would be a great project to link Turkey and Iraq closer to together.” The maritime passages with a chokehold on the global economy Turkish influence growing Ricklefs argues that Turkey's geographic importance to supply chains between Europe and international markets is growing. "Turkey is a corridor state – it's already doing this with Caspian Gas and Russian Gas. Turkey is a brilliant strategic location for benefitting from disruption in the Persian Gulf and Red Sea." However, Ricklefs cautions that Iraq's "instability", exacerbated by the war against Iran, remains an obstacle to the realisation of.the Development Road project. While cost remains a factor, shipping via the Strait of Hormuz is the cheapest distribution option. The aftermath of the Iran war is also being predicted to boost Ankara's efforts to increase its influence across the energy-rich Gulf states. In 2014, Turkey opened a military base in Qatar which has been expanded from land forces to air and naval capabilities, with a reported presence of 5,000 personnel. Turkey has also, in recent years, rapidly expanded and modernised its navy.  “However the Iran war ends, it will take a while for Iran to ameliorate relations,” predicts Turkish international relations expert Soli Ozel. “So in that sense, the relations between the Gulf states – or certainly Saudi Arabia, Qatar and Turkey – I'm sure will continue to be strong, because Turkey will be a countervailing power to Iran, especially if the Iran regime survives this. The regime will have been fortified.” French ship makes first Western European transit of Hormuz since Iran conflict The Israeli fissure Turkey is already stepping up its diplomatic efforts with Saudi Arabia and Egypt in seeking to end the fighting. This deepening cooperation is enhanced by shared concerns over Israel, exacerbated by the Iran war. “Turkey, Egypt, Saudi Arabia and Pakistan want stability in the region,” says Asli Aydintasbas, head of the Turkey Project at the Washington-based Brookings Institution. “They are not fully on board with the Israeli plan of keeping Lebanon, Yemen, Syria and Iran destabilised." “As such, they have not been able to deal with Israel's policies, but together they can. They are providing an alternative axis. And I think that will be very important for [the] US administration that similarly seeks stability, so they can do less in the Middle East and more in Asia.” France denies blocking US flights as Israel cuts defence ties However, Aydintasbas acknowledges that such cooperation threatens to deepen another fissure in the Middle East. In February, Israeli Prime Minister Netanyahu warned that Israel is facing an emerging threat of “a radical Sunni axis”. “I think when Netanyahu said that, he was trying to create a bogeyman and, really, he was talking about Turkey. The strategic competitor to Israel in the region is now Turkey,” said Ricklefs. The Iran war is exacerbating existing tensions between Israel and Turkey, with both sides ramping up their rhetoric against each other. Any enhancement of Turkish influence in the region in the aftermath of the Iranian conflict would likely be perceived as a threat by Israel, only intensifying their growing rivalry.

Editors Jimmy Lovaas and James Morgan discuss Ukraine's recent strikes on Russian oil infrastructure and the drones that have strayed into Baltic and Finnish airspace, plus more on elections in the Maldives, U.S. Vice President Vance visiting Hungary, an election in Djibouti, and a new parliament in Slovenia.Subscribe to the show: Apple Podcasts, Spotify, and many more. These stories and others are also available in our free weekly Forecast newsletter.This episode includes work from Factal editors James Morgan, Hua Hsieh, Jess Fino, and Clara Ip Wai Nam. Produced and edited by Jimmy Lovaas. Music courtesy of Andrew Gospe. Have feedback, suggestions, or events we've missed? Drop us a note: hello@factal.comWhat's Factal? Created by the founders of Breaking News, Factal alerts companies to global incidents that pose an immediate risk to their people or business operations. We provide trusted verification, precise incident mapping, and a collaboration platform for corporate security, travel safety, and emergency management teams. If you're a company interested in a trial, please email sales@factal.com. To learn more, visit Factal.com, browse the Factal blog, or email us at hello@factal.com.Read the full episode description and transcript on Factal's blog.Copyright © 2026 Factal. All rights reserved.

In this situational briefing, I sit down with John Spencer, Senior Analyst at The MirYam Institute, to assess the Iran war.We examine:U.S. deployment of ground troops toward IranIsrael's war against HezbollahThe nature of the contract between military personnel and the governments they serve and why the commentary of the extreme right's on the subject is falseThe Pakistan-China ceasefire initiative.Support the showThe MirYam Institute. Israel's Future in Israel's Hands.Subscribe to our podcast: https://podfollow.com/1493910771Follow The MirYam Institute X: https://bit.ly/3jkeUyxFollow Benjamin Anthony X: https://bit.ly/3hZeOe9Like Benjamin Anthony Facebook: https://bit.ly/333Ct93Like The MirYam Institute Facebook: https://bit.ly/2SarHI3Follow Benjamin Anthony Instagram: https://bit.ly/30m6uPGFollow The MirYam Institute Instagram: https://bit.ly/3l5fvED

Analysts warn that the world is facing its worst supply disruption after Iran's restrictions on shipping through the Strait of Hormuz. Major producers like Saudi Arabia and Kuwait have been forced to halt shipments and shut down a significant portion of their production.

Singapore shares moved higher today as investors looked ahead to the latest Federal Reserve rate decision due overnight. The Straits Times Index was up 1.18% at 4,993.97 points at 2.06pm Singapore time, with a value turnover of S$1.18B seen in the broader market. In terms of counters to watch for today, we have Singtel, after a second disruption of mobile services in recent days hit some of the telco’s users yesterday. Elsewhere, from how Malaysia’s ringgit rose to the strongest versus the Singapore dollar in five years as higher energy prices supported the net energy exporter, to how Nvidia has reportedly won Beijing’s approval to sell its second-most powerful AI chips to China, more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.See omnystudio.com/listener for privacy information.

Iran sends drones to attack the UAE port of Fujairah in the Gulf of Oman, raising the stakes as Gulf states send their blocked crude through pipelines away from the contested Strait of Hormuz. We take a closer look. Also in this edition: central banks face a dilemma as high oil prices threaten to both rekindle inflation and slow global growth.

AP's Lisa Dwyer reports that the U.S. is keeping up the pressure on Iran.

AP correspondent Ben Thomas reports the U.S. military says its destroyed more than a dozen Iranian mine-laying vessels.

A senior Iranian military advisor says the country's armed forces will not let any oil be exported through the Strait of Hormuz.

The United States says it will ease restrictions on Venezuelan oil exports to Cuba's private sector as Washington's blockade leads to a worsening crisis on the Caribbean island.Former US treasury secretary and onetime Harvard president Larry Summers retires from his roles at the university. Elsewhere in Milan, Gucci is facing a backlash after using AI to make images to promote its forthcoming show at Milan Fashion Week. Critics have questioned how using AI instead of human models and photographers is in keeping with the fashion giant's values.

Guest: Mary Anastasia O'Grady. O'Grady of the Wall Street Journal critiques the Trump administration's engagement with Venezuela's acting president, Delcy Rodriguez. O'Grady warns that while Rodriguez is cooperating on oil exports, she remains a "vice dictator" managing rival factions to ensure the regime's survival while stalling on the release of political prisoners.1863 VENEZUELA

The ASX 200 finished virtually flat, despite a big lift in the price of oil following US sanctions on Russia.See omnystudio.com/listener for privacy information.

IS HAMAS SERIOUS ABOUT ENDING THE WAR?HEADLINE 1: The U.S. government approved a new aid package for Lebanese security forces.HEADLINE 2: Syria held elections for the first time since Bashar al-Assad's fall.HEADLINE 3: Israel intercepted all the boats and there was no violence or bloodshed. But poor Greta Thunberg was grumpy because she wasn't greeted with hugs and a dance party.--FDD Executive Director Jon Schanzer provides timely situational updates and analysis, followed by a conversation with Council on Foreign Relations Senior Fellow The Honorable Elliott Abrams, who formerly served as U.S. Special Representative for Iran and Venezuela and Deputy National Security Advisor.Learn more at: https://www.fdd.org/fddmorningbrief-- Featured FDD Pieces"Trump will help Ukraine hit Putin where it hurts — to finally end his bloody war" - John Hardie, New York Post"5 Ways to Curb Iran's Oil Exports to China" - Saeed Ghasseminejad, The National Interest"Europe Should Support Moldova Against Russian Meddling" - Ivana Stradner and RADM (Ret.) Mark Montgomery, Foreign Policy"Hamas Says 'Yes, But...'" - Elliott Abrams, The Free Press

In this episode of Energy Newsbeat Daily Standup, host Stuart Turleybreaks down Russia's crude export slowdown amid Baltic drone strikes, the Fed's 25-point rate cut and its ripple effects on oil and gas, and how natural gas is set to dominate energy mixes in the U.S., China, and India by 2050. Plus, he covers the surge in global oil and gas decline rates demanding trillions in reinvestment, and wraps with Chord Energy's $5.5B acquisition of XTO assets in the Williston Basin. Buckle up for insights into energy security, LNG growth, and behind-the-meter opportunities in the AI-powered future.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - Fed cuts rates by 0.25% after flagging risks from softening labor market02:20 - Russia's Crude Exports Lose Momentum after Baltic Flows Targeted04:15 - Natural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205010:37 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.14:07 - Chord Energy to acquire XTO Energy's Williston Basin assets for $550m14:55 - OutroLinks to articles discussed:Fed cuts rates by 0.25% after flagging risks from softening labor marketRussia's Crude Exports Lose Momentum after Baltic Flows TargetedNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.Chord Energy to acquire XTO Energy's Williston Basin assets for $550m

U.S. sunflower oil exports in the first five months of the marketing year stand at 11,705 metric tons a slight increase of 660 MT from the same time a year ago.See omnystudio.com/listener for privacy information.

It's not an understatement to say the oil sector plays a significant role in the Canadian economy and has dominated life on this planet for the last century. But with Canada's emissions reduction goals, and Donald Trump's global tariffs, what's in store for this natural resource? And will it be an issue in our federal election campaign? Heather Exner-Pirot, Senior Fellow and Director of Natural Resources, Energy, and Environment for the Macdonald-Laurier Institute; Rory Johnston, oil market researcher and founder of Commodity Context; Rachel Doran, President and Executive Director at Clean Energy Canada; and Don Gillmor, journalist, former roughneck, and author of "On Oil," join Steve Paikin to discuss the future of oil.See omnystudio.com/listener for privacy information.

On Episode 79, we discuss why the NSICOP Act limits what Pierre Poilievre can say after he gets a security briefing, we tell you about the curious constitutional challenge to closing some of Ontario's safe injection sites, and we consider the constitutionality of an export tax on oil.Stories and cases discussed in this week's episode:Carney refuses to rule out export taxes on Alberta oil or Sask uranium and potash against US (Western Standard)Protecting Vulnerable Social Infrastructure By-law (City of Vaughan)CSIS alleges India organized support for Poilievre's 2022 Conservative leadership bidRe: Exported Natural Gas Tax, 1982 CanLII 189 (SCC), [1982] 1 SCR 1004 (CanLii)Ontario consumption sites free to relocate, court hears, contrary to past statements (CP24)Supreme Court to hear challenge of law that curbs spy watchdog members (CBC News)National Security and Intelligence Committee of Parliamentarians Act, SC 2017, c 15 (CanLii)Not Reserving Judgment is a podcast about Canadian constitutional law hosted by Josh Dehaas, Joanna Baron, and Christine Van Geyn.The show is brought to you by the Canadian Constitution Foundation, a non-partisan legal charity dedicated to defending rights and freedoms. To support our work, visit theccf.ca/donate.

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner breaks down key energy headlines, including Iran's pushback against Trump's oil sanctions, New Jersey Governor Murphy's reversal on offshore wind projects, and the GOP's plan to cut EV tax credits. He also analyzes market trends, BP's stock surge driven by activist investor Elliott Management, and the broader impact of shifting energy policies. The episode highlights key developments, market reactions, and investment opportunities in oil and gas.Highlights of the Podcast00:00 - Intro01:09 - Iran Says Trump's Maximum Pressure Will Fail to Drive Its Oil Exports to Zero03:31 - Gov. Murphy Pulls Plug On Offshore Wind Projects Over High Costs, Supply Chain Woes05:51 - GOP Move To Slash EV Tax Credits, Challenge Biden's Green Subsidies09:51 - Markets Update11:21 - BP shares pop 7% after reports activist hedge fund Elliott has taken a stake in the struggling British oil major13:11 - OutroPlease see the links below or articles that we discuss in the podcast.Iran Says Trump's Maximum Pressure Will Fail to Drive Its Oil Exports to ZeroGov. Murphy Pulls Plug On Offshore Wind Projects Over High Costs, Supply Chain WoesGOP Move To Slash EV Tax Credits, Challenge Biden's Green SubsidiesBP shares pop 7% after reports activist hedge fund Elliott has taken a stake in the struggling British oil majorFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.   0:22 - Premier Smith is right that restricting oil exports is a bad idea. Here's a better option, by Trevor Tombe   9:20 -  The courts must stay out of the politics of prorogation, by Howard Anglin   This program is narrated by automated voices. If you enjoy The Hub's podcasts consider subscribing to our weekly email newsletter featuring our best insights and analysis. Free. Cancel anytime. Sign up now at https://thehub.ca/join/.

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Rory Johnston about the recent announcement from the Government of Alberta and Enbridge in the context of a deteriorating relationship between Canada and the United States under the incoming Trump administration. You can find Joe and Rory's paper here: https://www.cgai.ca/the_co_evolution_of_the_canada_us_oil_industry_and_possible_implications_of_donald_trumps_reelection // For the intro, Kelly and Joe discuss the current status of Trump's trade threats and movements in North American utilities. // Guest Bio: - Rory Johnston is the founder of Commodity Context and a Fellow with CGAI // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "The Trading Game: A Confession", by Gary Stevenson: https://www.penguinrandomhouse.ca/books/727417/the-trading-game-by-gary-stevenson/9780593828328 - "On the Edge: The Art of Risking Everything", by Nate Silver: https://www.amazon.ca/Edge-Art-Risking-Everything/dp/1594204128 // Interview recording Date: January 8, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

USDA's latest look at the domestic soybean ledger includes another increase in exports of U.S. soybean oil. USDA Radio NewslineSee omnystudio.com/listener for privacy information.

The U.S. Census Bureau has released final export figures for the 2023/24 marketing year. Sunflower oil exports were down 21% from a year ago, from 33,002 metric tons (MT) to 26,392 MT from October 2023 to September 2024.See omnystudio.com/listener for privacy information.

In this episode of Conversations On Energy, we speak with Merek Roman. 

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discussed several critical topics, including the BRICS alliance's move to create a financial system bypassing the US dollar, a significant oil and gas acquisition by Vital Energy, Amazon's claims of renewable energy use, and concerns over the feasibility of climate transition funding. They also highlighted issues with the Biden administration's energy policies, electric school bus program inefficiencies, and the growing congestion in Texas oil pipelines, all pointing to a rapidly evolving and challenging energy landscape.Highlights of the Podcast00:00 - Intro01:19 - BRICS Officially Announces Financial System Similar to SWIFT05:34 - Vital Energy nearing a deal to buy Point Energy for $1.1 billion, sources say08:02 - Amazon claims to power all its operations with renewable energy. If only that were true.10:32 - Yellen says $3 trillion is needed each year to fund climate transition13:48 - Kamala's Much-Touted $5B Electric School Bus Program Yielded 60 Buses In 3 Years15:24 - Kamala Harris is more radical on her energy policies than Joe Biden!17:17 - Texas Pipeline Congestion Could Throttle U.S. Oil Exports at Critical Time19:30 - OutroPlease see the links below or articles that we discuss in the podcast.BRICS Officially Announces Financial System Similar to SWIFTJuly 26, 2024 Stu TurleyThe BRICS alliance is looking to bypass the Western SWIFT system and replace it with its own financial mechanism. The creation of a new financial messaging system similar to SWIFT will allow BRICS to reshape […]Vital Energy nearing a deal to buy Point Energy for $1.1 billion, sources sayJuly 28, 2024 Michael TannerNEW YORK, July 28 (Reuters) – Vital Energy (VTLE.N), opens new tab is closing in on an all-cash deal to acquire private equity-owned Point Energy Partners for $1.1 billion, people familiar with the matter said on Sunday, […]Yellen says $3 trillion is needed each year to fund climate transitionJuly 29, 2024 Mariel AlumitTreasury Secretary Janet Yellen said Saturday the world's transition to a low-carbon economy requires $3 trillion in new investment annually through 2050, and that filling the financing gap to reach that level of funding represents the […]Kamala's Much-Touted $5B Electric School Bus Program Yielded 60 Buses In 3 YearsJuly 30, 2024 Mariel AlumitOne California superintendent says electric buses would take the district back to the ‘Pony Express days'. One of Kamala Harris's highest-profile responsibilities as vice president has been spearheading the federal government's billion-dollar efforts to deploy […]Kamala Harris is more radical on her energy policies than Joe Biden!July 30, 2024 Mariel AlumitKamala Harris is oblivious to humanity's addiction to oil as she is to these two basic facts: (1) No one uses crude oil in its raw form. “Big Oil” only exists because of humanity's addiction to the […]Texas Pipeline Congestion Could Throttle U.S. Oil Exports at Critical TimeJuly 31, 2024 Mariel AlumitTexas crude oil pipelines are nearing capacity, with major pipelines between the Permian Basin and the Port of Corpus Christi currently more than 90% full. Potential export constraints could arise as US crude production continues […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key energy news topics for August 1st, 2024. They cover the impact of AI-driven data centers on Texas's power grid, concerns about pipeline congestion affecting U.S. oil exports, and geopolitical developments, including a significant energy deal between Russia and Iran. They also discuss oil market reactions to geopolitical tensions, recent earnings reports from oil companies like Hess and BP, and the potential impact of the 2024 U.S. presidential election on the oil and gas industry. The podcast concludes with an analysis of global energy market dynamics and predictions for future trends.Highlights of the Podcast00:00 - Intro01:42 - Power-Hungry Data Centers Are Gobbling Up Texas Amid AI Boom04:15 - Texas Pipeline Congestion Could Throttle U.S. Oil Exports at Critical Time06:31 - Russia and Iran to Start Work on Game-Changing Energy Corridor09:47 - Markets Update12:01 - Inventory Draw Pushes Oil Up14:32 - Hess Beat Earnings Estimates On Robust Guyana Output16:28 - BP Scales Back Biofuels Projects, Focuses on High Oil Demand into the 2040s18:00 - Why Citi Thinks Trump Is Bearish for Oil25:15 OutroPlease see the links below or articles that we discuss in the podcast.Power-Hungry Data Centers Are Gobbling Up Texas Amid AI BoomJuly 31, 2024 Stu TurleyOne business may finally be getting too big for Texas: data centers, those whirring warehouses packed with the electricity-sucking computer servers that power the modern internet and the development of artificial intelligence. Up until now, the […]Texas Pipeline Congestion Could Throttle U.S. Oil Exports at Critical TimeJuly 31, 2024 Mariel AlumitTexas crude oil pipelines are nearing capacity, with major pipelines between the Permian Basin and the Port of Corpus Christi currently more than 90% full. Potential export constraints could arise as US crude production continues […]Russia and Iran to Start Work on Game-Changing Energy CorridorJuly 31, 2024 Mariel AlumitIranian Petroleum Minister Owji: Russia and Iran will start working soon on energy corridor. The corridor is now an adjunct project of the US$40 billion four-pronged deal agreed in principle between Russian gas giant Gazprom […]Inventory Draw Pushes Oil UpJuly 31, 2024 Mariel AlumitCrude oil prices today moved slightly higher, after the Energy Information Administration reported an inventory draw of 3.4 million barrels for the week to July 26. The inventory change compared with a draw of 3.7 million barrels for the […]BP Scales Back Biofuels Projects, Focuses on High Oil Demand into the 2040sJuly 31, 2024 Mariel AlumitBP reported a stronger-than-expected net profit for the second quarter, beating analyst expectations. The energy firm announced a 10% increase to its dividend and hiked its share buyback program to the fourth quarter. BP's low […]Why Citi Thinks Trump Is Bearish for OilJuly 30, 2024 Mariel AlumitU.S. oil and gas industry thrived under Biden, with major oil companies doubling profits and energy shares up 117%. Harris likely to continue Biden's policies, while Trump may push for deregulation and increased production, potentially […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

In this episode of The Horn, Alan talks with Edmund Yakani, executive director of the Community Empowerment for Progress Organization, about South Sudan's widening fiscal crisis, with the war in neighbouring Sudan cutting the government off from vital oil revenue, and what that could mean for the country's political future. They unpack why elections, originally scheduled for later this year, are likely to be postponed again as the country struggles to build up a functioning voting infrastructure. They talk about mediation efforts under way in Kenya between the government and exiled opposition groups, the motivations of the participants and whether the talks can lead to a substantive agreement. They also assess whether South Sudan is headed for wider political turmoil as the government's main source of revenue remains disrupted.For more on the topics discussed in this episode, check out our statement South Sudan on Edge as Its Neighbour's War Disrupts Oil Exports, last year's episode with Edmund It's Time to Start Talking About Elections in South Sudan and our South Sudan country page. Hosted on Acast. See acast.com/privacy for more information.

A helicopter carrying Iranian President Ebrahim Raisi crashed on Sunday, Niger is on the verge of becoming a regional oil major, and western countries are trying to replace a UN body that monitors compliance with international sanctions on North Korea. Mentioned in this podcast:Helicopter carrying Iran's president crashesBorder dispute hinders Niger's China-built oil pipelineRussia has stopped UN from monitoring North Korea sanctions. Who is watching Kim?The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Denise Guerra, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Friday, May 3rd, 2024Today, there was a second contempt hearing on day 10 of the Trump election interference trial; the FTC accuses big oil of price fixing; an appeals court rules that GOP Russian agent Alexander Smirnov must remain jailed pending trial; Trump grumbles about having no friends; Mike Flynn says he's been hit with 8 subpoenas; Wyoming voids 28% of it's registered voters; a Marine Corps vet who assaulted police on January 6th gets hit with five years and record fine; plus Allison delivers your Good News.Our Guest John Fugelsang: https://www.johnfugelsang.com/tmePodcasthttps://podcasts.apple.com/us/podcast/the-john-fugelsang-podcast/id1464094232The Sexy Liberal Save The World Comedy Tourhttps://sexyliberal.comMuellerSheWrote | Substackhttps://muellershewrote.substack.com Opinion: How one text exchange gave Trump an ominous day in court (CNN)Trump grumbled he needed more support at trial. Now his allies are showing up. (NBC News)Wyoming voids 28% of its voter registrations in mandatory purge (WyoFile)Ex-FBI informant charged with lying about Bidens must remain jailed, appeals court rules (AP News)Michael Flynn, in Deep Legal Doo-Doo Yet Again, Loses It (The New Republic)'He bayed for the blood of elected officials' | Marine Corps vet who assaulted police on Jan. 6 sentenced to 5 years in prison, $200K fine (WUSA9)F.T.C. Clears Exxon Mobil's Acquisition of Pioneer Natural Resources (NYT) Subscribe to Lawyers, Guns, And MoneyAd-free premium feed: https://lawyersgunsandmoney.supercast.comSubscribe for free everywhere else:https://lawyersgunsandmoney.simplecast.com/episodes/1-miami-1985Check out other MSW Media podcastshttps://mswmedia.com/shows/Follow AG and Dana on Social MediaDr. Allison Gill Follow Mueller, She Wrote on Posthttps://post.news/@/MuellerSheWrote?utm_source=TwitterAG&utm_medium=creator_organic&utm_campaign=muellershewrote&utm_content=FollowMehttps://muellershewrote.substack.comhttps://twitter.com/MuellerSheWrotehttps://www.threads.net/@muellershewrotehttps://www.tiktok.com/@muellershewrotehttps://instagram.com/muellershewroteDana Goldberghttps://twitter.com/DGComedyhttps://www.instagram.com/dgcomedyhttps://www.facebook.com/dgcomedyhttps://danagoldberg.comHave some good news; a confession; or a correction?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/From The Good NewsStudent Loan Forgivenesshttps://studentaid.gov/manage-loans/forgiveness-cancellationGuestHouse at Lost River (West Virginia)https://www.guesthouselostriver.comUnited Methodist Churchhttps://www.umc.org Live Show Ticket Links:https://allisongill.com (for all tickets and show dates)Sunday, June 2nd – Chicago IL – Schubas TavernFriday June 14th – Philadelphia PA – City WinerySaturday June 15th – New York NY – City WinerySunday June 16th – Boston MA – City WineryMonday June 17th Boston, MA https://tinyurl.com/Beans-Bos2Wednesday July 10th – Portland OR – Polaris Hall(with Dana!)Thursday July 11th – Seattle WA – The Triple Door(with Dana!)Thursday July 25th Milwaukee, WI https://tinyurl.com/Beans-MKESunday July 28th Nashville, TN - with Phil Williams https://tinyurl.com/Beans-TennWednesday July 31st St. Louis, MO https://tinyurl.com/Beans-STLFriday August 16th Washington, DC - with Andy McCabe, Pete Strzok, Glenn Kirschner https://tinyurl.com/Beans-in-DCSaturday August 24 San Francisco, CA https://tinyurl.com/Beans-SF Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?Supercasthttps://dailybeans.supercast.com/OrPatreon https://patreon.com/thedailybeansOr subscribe on Apple Podcasts with our affiliate linkThe Daily Beans on Apple Podcasts

U.S. sunflower oil exports in the first five months of the marketing year stand at 11,045 metric tons (MT) a slight decrease of 1,407 MT from the same time a year ago. See omnystudio.com/listener for privacy information.

We believe Russia can maintain oil exports at current levels through June even as it cuts 0.5 mbd crude production. Russia can achieve this by offsetting 200 kbd reduction in banned gasoline exports with higher crude oil shipments as constrained refinery runs due to drone attacks and maintenance that runs from April through June lower processing rates. After June, Russia would likely have to cut exports to accommodate lower crude production setting the stage for a contentious June OPEC+ meeting.   Speakers: Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on 15 March 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4649503-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

US sanctions have succeeded in reducing the amount of oil Iran exports, a White House energy adviser said Thursday. Iranian oil exports have been cut from as much as 3 million barrels a day to as little as 1 million barrels a day, President Joe Biden's energy security adviser Amos Hochstein speaks with Bloomberg Surveillance hosts Jon Ferro, Lisa Abramowicz and Annmarie HordernSee omnystudio.com/listener for privacy information.

Tom welcomes back Steve St. Angelo of the SRSrocco Report. Steve discusses several topics related to the precious metals market, gold mining, renewable energy, and the oil industry. He believes that the current precious metals rally may not be sustainable and is driven by paper digital futures markup rather than increased demand from institutions and high net worth individuals. He also discusses the potential impact of decreased demand if investors start investing in financial assets and treasuries instead of gold. Steve suggests that gold prices are affected by the amount of money invested in gold mining and various production costs. He discusses the disparity between gold and silver prices and the struggles of primary silver miners. They mention the growth of the US treasuries and the battle between treasuries and the gold market. Steve believes that there is an unsustainable increase in financial assets compared to the real GDP growth and lack of energy to settle these assets. Lastly, Steve discusses the renewable energy sector and its challenges, highlighting the need for a new market to develop to improve energy efficiency. The interview concludes with a discussion on the US oil industry and the challenges it faces, including declining shale production and new regulations. Talking Points From This Episode The current precious metals market has been sustained due to options and futures which can make it unsustainable if external events and financial crises don't occur. The Federal Reserve has increased the Fed funds rate which has grown US treasuries to 21.5 trillion by the end of 2020, creating a battle between gold and the US treasuries. Renewables are gaining in popularity but the capacity factor and return on investment demand a different market structure. Time Stamp References:0:00 - Introduction1:25 - Gold Moves & ETF Flows3:05 - Neg. Divergence in Gold4:36 - Bonds & Returns6:46 - Miner Production Costs8:24 - Energy Inputs & Costs9:29 - All-In Sustaining Costs12:23 - Poor Grades & Production14:24 - Gold Price - Factors16:16 - GDX Weakness - Causes18:30 - Central Bank Buying?21:00 - Silver Miner Outlook22:43 - Total Production Costs24:30 - Debt Issuance & Limits29:56 - Renewables & Lag Effects33:47 - EROI on Renewables38:56 - U.S. Oil Exports & SPR42:55 - Shale Oil Production47:52 - Euro NatGas Reserves51:46 - Diesel - No Substitutes54:54 - Outlook & Wrap Up Guest Links:Website: https://srsroccoreport.com/Twitter: https://twitter.com/SRSroccoReportYouTube: https://www.youtube.com/channel/UCED7G7CZfqdSV9zttlr1M_g Independent researcher Steve St. Angelo (SRSrocco) started to invest in precious metals in 2002. Later on, in 2008, he began researching areas of the gold and silver market that, curiously, most of the precious metal analyst community have left unexplored. These areas include how energy and the falling EROI "Energy Returned On Invested" stand to impact the mining industry, precious metals, paper assets, and the overall economy. Steve considers studying the impacts of EROI one of the most important aspects of his energy research. For the past several years, he has written scholarly articles on some of the top precious metals and financial websites. You can find many of Steve's articles on noteworthy sites, such as GoldSeek-SilverSeek, Market Oracle, Financial Sense, GoldSilver.com, SilverDoctors, TFMetals Report, Outsiderclub, SGTreport, BrotherJohnF, Hartgeld, Der-Klare-Blick, PeakProsperity, SilverStrategies, DollarCollapse, FurtureMoneyTrends, Sharpspixley, FinancialSurvivalNetwork, PMBull, Deviantinvestor, PMBug, Wealthwire, and ZeroHedge.

Rules of thumb are better than nothing, but smart investors customize their own savings targets. (You can hope investments will do all the heavy lifting on the road to retirement, but what you really need to do is take a close look at your budget in an effort to bump up your savings rate and reduce spending.) Today's Stocks & Topics: DG - Dollar General Corp., Saudi Arabia's Oil Exports, Bond Exposure, NEE - NextEra Energy Inc., Mortgage Rates, SOFI - SoFi Technologies Inc., VET - Vermilion Energy Inc., RIO - Rio Tinto PLC ADR. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy