Podcasts about OPEC

"Would you hand the fate of your nation to someone who never finished high school?" This episode opens with a question that sets the stage for a gripping exploration of Venezuela's dramatic journey from prosperity to crisis. Kent Hance takes listeners on a vivid ride through the country's history, revealing how the world's richest oil reserves became a symbol of squandered potential and political missteps. Listeners will be hooked by Kent's storytelling as he draws powerful comparisons between Venezuela and Texas, highlighting how leadership choices can make or break a nation. The episode unpacks the rise of Hugo Chavez and the astonishing ascent of Nicolás Maduro, a former bus driver whose leadership led to widespread poverty and chaos. Kent's signature wit shines as he shares memorable moments, including the covert military operation that toppled Maduro and the celebration of Venezuelans eager for change. Key themes and moments include: The staggering gap between Venezuela's oil wealth and its economic reality The origins of OPEC and its Texas connection Personal stories of hope, loss, and resilience from Venezuelans forced to flee their homeland The secret mission "Absolute Resolve," which changed the course of history in a single weekend Kent's reflections on leadership, with unforgettable lines like, "Pick your battles wisely," and "You get what you pay for." This episode is packed with hard-hitting insights, historical context, and Kent's trademark humor. It's a must-listen for anyone curious about global politics, economics, and the lessons Texas—and the world—can learn from Venezuela's cautionary tale.

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Ellen Wald examines the forces shaping the energy market in 2026. If oil prices fall below $60, she thinks OPEC+ could try to enforce supply cuts to push prices higher. China demand, U.S. oil sanctions, and shale producers complicate the picture as well. She thinks supply worries are “not justified.” She argues that the U.S. blockade of Venezuelan oil could push prices down even further, especially if the U.S. seizes supply.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

US President Trump warned that the US will “rescue” Iranian protestors if they are shot; the US is “locked and loaded and ready to go”.Ukrainian President Zelensky said they are 10% away from a deal to end the war with Russia but not ‘at any cost', according to The Independent.Ukrainian authorities in Zaporizhzhia on January 2nd noted of over 700 Russian attacks on the territory of the province "in the past hours", according to Al Jazeera.European bourses were boosted for most of the European morning, but have come off best levels in recent trade; US equity futures gain, with outperformance in the NQ.DXY is slightly firmer, Antipodeans lead whilst the EUR is pressured a touch.Fixed benchmarks are broadly lower, but are off worst levels in quiet trade.Precious metals rebound amid geopolitical updates, Crude focuses on oversupply pre-OPEC.Looking ahead, highlights include, Canadian & US Final Manufacturing PMIs.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The business news at the moment is dominated by the falling price in oil. We're looking at some of the reasons behind this. So Richard, falling oil prices, what's it all about? Like any commodity, it's all about supply and demand.目前的商业新闻几乎都被油价下跌所主导。我们正在探讨这背后的一些原因。那么，理查德，油价下跌到底是怎么回事？和任何一种大宗商品一样，这归根结底还是供求关系的问题。So presumably you're saying that demand is going down? Demand is going down because the world economy is slowing, especially China. So therefore there is less demand for oil, so the price goes down. So there's a decrease in demand.所以你的意思是需求在下降？是的，需求在下降，因为全球经济正在放缓，尤其是中国。因此，对石油的需求减少，价格自然就下跌了，也就是说需求出现了下降。So what about supply then? Well, that's the double whammy. That's why the oil price has gone down so much, because there's been a surge in supply. From OPEC countries? No, from the US.那供给方面呢？这就是“双重打击”了。这也是油价大幅下跌的原因，因为供应量激增。是来自欧佩克国家吗？不，是来自美国。The US has doubled its production of oil since 2010. How come they've done that? Well, it's all about fracking. Right.自 2010 年以来，美国的石油产量翻了一番。他们为什么能做到这一点？这主要得益于水力压裂技术。对。They're producing oil from new deposits that they're finding in the US. So that's very successful for them. Successful for them.他们正在从美国本土新发现的油藏中开采石油，这对他们来说非常成功。确实是成功的。But again, it leads to a lower oil price. So how much are we talking about then for a barrel of oil, Richard? Well, from a high of $110 a barrel in 2014, it's now less than $50 a barrel. OK.但这同样也导致了油价下跌。那么现在一桶油大概多少钱呢，理查德？2014 年的时候最高达到每桶 110 美元，而现在已经跌到每桶 50 美元以下了。好。So obviously some of the OPEC countries are panicking about this? Yes, but it's affecting them very differently. Some are really suffering. For instance, Nigeria and Russia, they depend on oil.那么显然，一些欧佩克国家对此感到恐慌了？是的，但这对它们的影响各不相同。有些国家确实在承受巨大压力，比如尼日利亚和俄罗斯，它们高度依赖石油。Right. To keep their economy afloat. They are really suffering.没错。为了维持经济运转。它们确实遭受了严重冲击。What about Saudi Arabia? Well, they've got so much oil and they've got so much reserves of cash and oil that they're hoping to ride the storm out. And they, again, they're hoping that the low oil price will send the American frackers out of business. So it really is a supply and demand issue.那沙特阿拉伯呢？他们拥有大量石油资源，同时也积累了大量的现金和石油储备，希望能够挺过这场风暴。而且他们还希望低油价能把美国的页岩油生产商挤出市场。所以归根结底，这还是一个供需问题。Yes, but there's also another factor on supply, on the supply side, because obviously the sanctions have been lifted against Iran. Which is an oil-producing country. They used to produce an awful lot of oil, and obviously now they're going to be producing more again.是的，但在供应端还有另一个因素，那就是对伊朗的制裁已经被解除。伊朗是一个产油国，过去曾生产大量石油，而现在显然又将重新增加产量。Now that the sanctions have lifted. Exactly. So the outlook is for even lower prices.制裁解除之后。没错。所以前景是油价可能会进一步走低。You say that, Richard, but when I take the car to the garage to be filled up with petrol, the prices are going down. Slowly. Slowly.你是这么说的，理查德，但我把车开去加油站加油时，油价确实在下降，只是很慢，很慢。But why is it not going down at the same speed as the price of oil? Well, I think that's quite simple, really, because petrol companies, they're very, very reluctant to lower their prices, aren't they? And if their competitors aren't lowering their prices, they're not going to be lowering their prices. So prices are coming down. But as always happens, the prices go up quickly, but they come down slowly.但为什么油价没有像原油价格那样快速度下降呢？我觉得原因其实很简单，因为石油公司非常不情愿降价，对吧？如果竞争对手不降价，它们也不会降价。所以价格确实在下降，但一如既往，涨得快，跌得慢。Are there any winners in this scenario? Theoretically, yes. Theoretically, Europe, for instance, which is a net importer of oil, they should like it because, obviously, cheaper oil, it should stimulate the economy. But they're keeping quite quiet about this.在这种情况下有没有赢家呢？理论上是有的。比如欧洲，作为石油净进口地区，按理说应该欢迎油价下跌，因为更便宜的石油有助于刺激经济。但他们对此却相当低调。And obviously China as well. They're a big importer of oil. It should be better for them.当然还有中国，他们也是石油进口大国，油价下跌本应对他们更有利。But they're suffering from their economy as well. So there doesn't seem to be any big winners at the moment. So this is something that's going to be affecting the business world for quite some time to come then?但他们的经济本身也面临压力。因此，目前看来并没有真正的赢家。那么，这是否意味着油价问题还将在相当长的一段时间内持续影响商业世界呢？

Gjennom julen og nyttår vil du få totalt 6 episoder av Paretopodden med det siste fra olje, offshore og shipping.I den fjerde episoden av Paretopodden "Julespesial 2025" ser vi nærmere på E&P-sektoren og oljemarkedet sammen med Pareto Securities' aksjeanalytiker Tom Erik Kristiansen. Med oljepriser på lave nivåer og et marked preget av betydelig usikkerhet, diskuterer vi hva som faktisk driver oljeprisen og hvorfor avkastningsmulighetene kan være større enn mange tror.Vi går gjennom det globale makrobildet, der etterspørselsveksten fremover ventes å overstige veksten i tilbud utenfor OPEC. Samtidig har OPEC+ fortsatt et tydelig grep om markedet og kan justere produksjonen ved behov. Historisk har slike faser ofte gitt sterke aksjeavkastninger når syklusen snur, særlig for de best posisjonerte selskapene.Et sentralt case i episoden er Aker BP. Selskapet skiller seg ut med svært sterk fri kontantstrøm de neste fem årene og en attraktiv kontantavkastning, med forventninger om tosifret yield over lang tid. Vi diskuterer hva som ligger bak tallene, og hvorfor Aker BP fremstår som et av de mest robuste E&P-selskapene i dagens marked.Disclaimer:Pareto Securities' podkaster inneholder ikke profesjonell rådgivning, og skal ikke betraktes som investeringsrådgivning. Handel i verdipapirer medfører til enhver tid risiko, og historisk avkastning er ingen garanti for fremtidig avkastning. Pareto Securities er verken rettslig eller økonomisk ansvarlig for direkte eller indirekte tap, eller andre kostnader som måtte påløpe ved bruk av informasjon i denne podkasten.Se våre nettsider https://paretosec.com/our-firm/compliance/ for mer informasjon og full disclaimer. Hosted on Acast. See acast.com/privacy for more information.

Interview recorded - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights.During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA depletion, Natural gas markets, equities shift and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of 20252:59 - Oil crash5:19 - Supply glut8:14 - OPEC+ increase12:58 - IEA depletion14:35 - Efficiency improvements20:39 - Peak shale?23:55 - Equities resilient vs commodity26:38 - Capital allocation28:59 - Natural Gas32:21 - Investing focus35:52 - One message to takeaway?Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, highlighted in Barron's and elsewhere for exceptional performance as Bison's CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh's leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Josh began his career as a management consultant to Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor's Single-Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago.Josh Young - X - https://x.com/JoshYoungWebsite - https://bisoninterests.com/Substack - https://www.bisoninsights.info/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Michael and I would like to take a moment and thank all of our great Subscribers and patrons this year. It has been a wildly successful growth year in listens, watches, and articles read, and we are truly blessed to see it. We are striving to improve and keep growing with some different things rolling out next year.While the cancellation is under review with the Department of War for national security risks, I think that if science is applied, it will be an easy ruling. So after reading about these cancellations, I wanted to see who would be impacted by the company and how consumers would be impacted. This will be an ongoing story as it unfolds, but the high utility costs will be passed on to consumers. And make no mistake, the Democrats will use this to their advantage, and Republicans won't do anything.President Trump and Secretaries Doug Burgum and Chris Wright are running down the road trying to do the right thing for the American People. The costs associated with the project are going to be huge, and when the Democrats start ripping President Trump over this, remember the Billions of dollars and the crippling of the economy that Obama, Biden, and the governors of Democratic states cost the US citizens by their overreach and Net Zero enforcement of horrific policies. The main topics discussed1. The Trump administration's cancellation of several major offshore wind projects in the U.S. due to national security concerns. The projects mentioned include Vineyard Wind One, Revolution Wind, Sunrise Wind, Coastal Virginia Wind Offshore, and Empire Wind.2. The potential impact of these project cancellations on companies involved, such as Dominion Energy, GE Vernova, Orsted, and Equinor. The transcript discusses the financial performance and stock price movements of these companies.3. The debate around the definition of "green energy" and the challenges of integrating renewable energy sources like wind and solar into the power grid, including issues around transmission, costs, and reliability.4. The delay or cancellation of the retirement of some fossil fuel power plants in the U.S. in response to increasing electricity demand, particularly from the growth of AI and data centers.5. The global oil market dynamics, including the "oil glut" with a large number of oil tankers at sea, the impact of sanctions on major producers like Russia and Venezuela, and discussions around OPEC's role in oil price determination.6. The overall commentary on the state of the energy industry, policy debates, and Stu's perspectives on the various topics covered.1.All Large Scale Offshore Wind Projects Under Construction Suspended Due to National Security Concerns2.Virginia-based Utility Dominion Energy May Be Hit as Investors Eye This Week's Offshore Wind Cancellations3.GE Vernova Inc: Supplier to Vineyard Wind, Looking at Its Books After This Week's Trump Administration Cancellation of Projects4.U.S. Fossil-Fuel Power Plants Delay Retirement as AI Power Demand Soars5.Oil Glut and Surging Barrels at Sea Have Spooked Oil Traders and the Market, but Is This Market Dysfunction Rather Than a Glut?6.U.S. Department of Energy to Return $13 Billion to the Treasury and a clear definition of green energy is needed.Feel Free to use this as an excuse to not hang out with your in-laws if you need to over the holidays. We may be more fun. Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/Also, if you need to calculate your tax burden, check out the tax calculator here https://energynewsbeat.co/invest/Merry Christmas to all, and thank you to all of our great followers, subscribers, and patrons.Check out Reese Energy Consulting, Sponsor of the Energy News Beat, Stand Up https://reeseenergyconsulting.com/

Met vandaag: hoe blikt demissionair premier Dick Schoof terug op dit kabinet? | Ook na 25 jaar onderhandelen nog geen Mercosur-akkoord | 50 jaar geleden gijzelde Carlos de Jakhals de OPEC op spectaculaire wijze | Oud-politieman Jack Druppers kondigt zijn eigen overlijden op bijzondere manier aan | Presentatie: Coen Verbraak.

What a week in the oil and gas markets. We have Dark Fleet Tankers over the weekend rolling up on Venezuela to be filled up, and Michael Tanner and Stu Turley talked about it on the Sunday release of the Energy News Beat Stand Up. Stu points out that President Trump needs to pay attention, as if he does not enforce the sanctions, we might as well ignore OPEC and the pricing models.Sure enough, on Tuesday, President Trump rolls out the blockade, and DRW on The Hot Take of the Day has a great article on his Substack. Stu has reached out to get him scheduled for another interview.Throw on a good Gavin Newsom problem this week with Oregon, Washington, and more refineries, and we have a wild ride forming up like a thunderstorm in Q1 2026.1. The situation in Venezuela and the potential impact on oil supply and prices. Stu discusses how the U.S. actions against Venezuela could affect global oil markets.2. The possibility of an upcoming commodity bull run, particularly in the oil market. Stu cites an article suggesting that oil could be the next commodity to see a major price increase.3. The tensions between global energy companies like ExxonMobil and European regulations, with Stu discussing how stricter EU policies could prompt ExxonMobil to exit the European market.4. The importance of energy infrastructure projects like the Western Gateway Pipeline to ensure energy security on the U.S. West Coast.5. New regulations in New York requiring greenhouse gas reporting, which the host suggests could lead to oil and gas companies leaving the state.6. The progress on the Alaska LNG pipeline project, which the host sees as a positive development for U.S. energy exports.Time Stamps:01:10 DRW talks about Venezuela Oil and Chris Wright03:17 ExxonMobil and Chevron to benefit03:50 Is President Trump's team listening to Energy News Beat04:45 Will Oil be the next in the commodity markets? 06:01 The EU's worst legislation ever08:00 Phillips 66 Pipeline to the West - Could be a help to California in a few years10:20 New York Needs to Learn from the EU - New Climate Regulations12:25 Alaska LNG gets green lightsBuckle up, we are in for a wild 2026.Stories Covered in the Stand UP1. Venezuela Isn't Escalation — It's Supply Management2. Will Oil Be the Next in the Commodity Bull Run?3 .The EU's Worst Piece of Legislation, According to an Exxon Top Executive May Force Exxon Out of the EU4 .Phillips 66 Sees an Opportunity to Supply the West Coast with the Western Gateway Pipeline: A National Security Imperative5. New York Releases Regulation Requiring Mandatory GHG Reporting for Large Emitters from 20276. Alaska LNG Pipeline Gets Final Approvals Ahead of ScheduleCheck out the full Transcript on https://energynewsbeat.co/and https://theenergynewsbeat.substack.com/

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On today's podcast:1) President Trump ordered a blockade of sanctioned oil tankers going into and leaving Venezuela, ratcheting up pressure on Caracas as the US builds up its military presence in the region. The move threatens to choke off the economic lifeblood of a country that was already under severe financial pressure. But it will have a less profound impact on global markets due to the diminished status of Venezuela’s oil industry. The OPEC member’s crude output has slumped about 70% through more than 25 years of socialist rule to less than 1 million barrels a day. It could potentially rebound if the governing regime were to change.2) The US is preparing a fresh round of sanctions on Russia’s energy sector to increase the pressure on Moscow should President Vladimir Putin reject a peace agreement with Ukraine, according to people familiar with the matter. The US is considering options, such as targeting vessels in Russia’s so-called shadow fleet of tankers used to transport Moscow’s oil, as well as traders who facilitate the transactions, said the people who spoke on condition of anonymity to discuss private deliberations. The new measures could be unveiled as early as this week.3) OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp. The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon’s Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. Talks, however, are at a preliminary stage and terms could change, the person added. A deal would mark a win for Amazon’s fledgling semiconductor division. While Nvidia dominates the market for the powerful chips required to create AI platforms, developers such as Meta Platforms Inc. are starting to explore rival offerings from the likes of Alphabet Inc.’s Google.See omnystudio.com/listener for privacy information.

Conversations on Groong - December 14, 2025In this episode of Conversations on Groong, we examine how Venezuela's vast oil reserves have become entangled in global conflict. The discussion links US pressure on Caracas to efforts to drive down oil prices, weaken Russia's war effort in Ukraine, and limit Iran's regional power amid rising fears of a wider war. We also explore how a revived Venezuelan oil sector could disrupt OPEC+, reshape Middle East politics, and alter the balance of power across today's conflict zones.Topics:Venezuela's oil and US pressureTrump, oil prices, and OPEC+Middle East fallout from cheap oilUkraine war and Iran conflict stakesGuest: Harry IstepanianHosts:Hovik ManucharyanAsbed BedrossianEpisode 495 | Recorded: December 11, 2025SHOW NOTES: https://podcasts.groong.org/495VIDEO: https://youtu.be/g0bH2EFA3GU#Venezuela #OilPolitics #Geopolitics #USForeignPolicy #EnergyWarsSubscribe and follow us everywhere you are: linktr.ee/groong

Hour 1 of https://rushtoreason.com launches with high-stakes energy as John Rush and Andy Peth dive straight into one of the biggest media battles in years: Netflix vs. Paramount in a multi-billion-dollar fight for Warner Bros. Discovery. Their guest, Jordan Goodman—America's Money Answer Man —breaks down the bidding war that could reshape Hollywood. Will this merger reduce creative freedom? Will HBO and Netflix under one roof change everything you watch? But the hour doesn't stop there. The conversation shifts to global tension as Trump positions massive U.S. military power near Venezuela. Is this the beginning of a regime collapse—or a strategic bluff meant to force Maduro out without firing a shot? And how will oil markets respond? Finally, Jordan unpacks new economic shocks: unexpected job losses, a deeply divided Federal Reserve, and a looming Supreme Court decision on Trump's tariffs that could upend the entire U.S. economic strategy. What happens if the Fed cuts too slowly? What if tariffs vanish overnight? And how will all of this hit your wallet? This hour asks the questions everyone else is afraid to raise. HOUR 2 Hour 2 opens with a deep dive into America's energy future as John Rush and Andy Peth welcome Larry Behrens of https://powerthefuture.com. Larry explains why the price of Thanksgiving dinner—and nearly everything you buy—traces back to one force: energy. But if oil prices are dropping, why aren't grocery bills falling just as fast? And how much do mysterious fuel blends, seasonal changes, and decisions made by blue states really cost you? The hour then pivots from energy to politics, exploding into a no-holds-barred critique of Colorado's fractured GOP. Can Republicans win anything—from Congress to the governor's race—when rogue factions sabotage electable candidates? Why are spoiler candidates being propped up in must-win districts? Finally, the conversation intensifies as callers challenge Trump's strategy in Venezuela. Is this saber-rattling, or a long-term geopolitical play designed to weaken OPEC, stabilize oil markets, and strengthen the American economy? And how does Venezuela's sour crude connect to U.S. inflation, housing affordability, and long-term prosperity? This hour pushes listeners to rethink energy, politics, and foreign strategy in ways few shows dare to explore.

Hour 1 of https://rushtoreason.com launches with high-stakes energy as John Rush and Andy Peth dive straight into one of the biggest media battles in years: Netflix vs. Paramount in a multi-billion-dollar fight for Warner Bros. Discovery. Their guest, Jordan Goodman—America's Money Answer Man —breaks down the bidding war that could reshape Hollywood. Will this merger reduce creative freedom? Will HBO and Netflix under one roof change everything you watch? But the hour doesn't stop there. The conversation shifts to global tension as Trump positions massive U.S. military power near Venezuela. Is this the beginning of a regime collapse—or a strategic bluff meant to force Maduro out without firing a shot? And how will oil markets respond? Finally, Jordan unpacks new economic shocks: unexpected job losses, a deeply divided Federal Reserve, and a looming Supreme Court decision on Trump's tariffs that could upend the entire U.S. economic strategy. What happens if the Fed cuts too slowly? What if tariffs vanish overnight? And how will all of this hit your wallet? This hour asks the questions everyone else is afraid to raise. HOUR 2 Hour 2 opens with a deep dive into America's energy future as John Rush and Andy Peth welcome Larry Behrens of https://powerthefuture.com. Larry explains why the price of Thanksgiving dinner—and nearly everything you buy—traces back to one force: energy. But if oil prices are dropping, why aren't grocery bills falling just as fast? And how much do mysterious fuel blends, seasonal changes, and decisions made by blue states really cost you? The hour then pivots from energy to politics, exploding into a no-holds-barred critique of Colorado's fractured GOP. Can Republicans win anything—from Congress to the governor's race—when rogue factions sabotage electable candidates? Why are spoiler candidates being propped up in must-win districts? Finally, the conversation intensifies as callers challenge Trump's strategy in Venezuela. Is this saber-rattling, or a long-term geopolitical play designed to weaken OPEC, stabilize oil markets, and strengthen the American economy? And how does Venezuela's sour crude connect to U.S. inflation, housing affordability, and long-term prosperity? This hour pushes listeners to rethink energy, politics, and foreign strategy in ways few shows dare to explore.

The podcast discusses the recent decline in Middle East sour crude prices amid global oversupply and shifting trade flows. Argus crude experts explore the impact of OPEC+ production changes, alternative crude sources, and the effects of sanctions on market demand. Main topics:  OPEC+ production increases and their effect on the Middle East sour crude oversupply Shifting demand patterns due to sanctions on Russian oil and increased competition from Brazil, Canada, and Guyana Pricing strategies and market share defense by Middle East producers in response to global competition

As we begin to wrap up the year, we return to the crude markets. What has been oil's journey in the latter half of 2025? What has all this meant for trader performances after a challenging first half? What is the outlook for 2026 in prices and volatility? Our guest is Homayoun Falakshahi. He leads crude analytics at Kpler, the data and analytics firm for the commodity markets.

CNBC inspired today's ENB Stand Up - I Did Not Have That On Michael's Bingo Card.The interview on CNBC inspired today's ENB Stand Up, and here is the full interview with Peter Boockvar, CIO of One Point BFG Wealth Partners, who was interviewed on ‘Fast Money' to discuss why he is bullish on energy heading into 2026. I found this story very interesting as Peter goes through the key bullet points. Their interview was on CNBC.Peter Boockvar also said: “Now with OPEC, we've seen more than two million barrels a day of production increases and quota increases, but the production increases haven't really met up fully with the quotas, which tells me that there's less available excess production supply, and it's really only coming out of Saudi Arabia and the UAE.”Finally, Peter Boockvar commented, “I think sixty dollars a barrel is pricing in almost no geopolitical risks. And I think the market just almost in a way assumes that there's going to be a deal.”Chapter Times:00:00 Intro00:30 Peter Boockvar on the CNBC Interview, oil is next year's gold04:48 California Pipeline Shut Down, A crisis in the making10:12 Will the oil Shadow Fleet End? ENB Stand Up Stories Covered on The ShowOil could be next year's gold, says investor Peter BoockvarNew Report Warns Consequences of an Oil Pipeline Shutdown Would ‘Cascade Across the State'California's Oil Rush Slips into Final Act, and May Take Alaska's Oil Rebound Down with ItThe Shadow Fleet End? – Giacomo PrandelliAfrica is Embracing Oil and Gas for New Development, and Will Benefit Africans, Investors, and the MarketUS Oil Rig Count Stages A Comeback After Last Week's LossesCheck out Reese Energy Consulting at https://reeseenergyconsulting.com/The full article at The Energy News Beat Substack: https://theenergynewsbeat.substack.com/p/could-oil-be-next-years-gold-investmentGot questions if you need a tax deduction? https://energynewsbeat.co/invest/

Michael Tanner and Stu Turley cover several significant developments in the energy industry.First, they discuss New York's new "Cap and Invest" program, which will ration and tax fossil fuels. We do not see this as being ineffective and costly for consumers. This will do nothing but drive more people out of New York and reduce taxable income as money leaves the state. There is a reason JP Morgan has moved its gold trading unit out of New York.Next, we examine the increasing isolation of Venezuela as its allies Russia and China step back amid heightened U.S. pressure. This has implications for Venezuela's significant oil reserves.We then cover ExxonMobil's interest in acquiring a Russian firm's stake in an Iraqi oil field, as U.S. sanctions impact the global energy landscape.The discussion shifts to the automotive industry, noting a pivot away from aggressive EV adoption towards more profitable hybrid vehicles in the U.S. Analyst Josh Young's insights on OPEC's production increases and the implications for spare capacity and oil market dynamics are also covered.Finally, we lament the collapse of California's oil and gas industry due to stringent policies and permitting challenges, and we criticize the state's governor.Key Time Stamps:00:17 New York to Tax more and Ration fossil fuels03:21 Venezuela is suddenly alone06:20 ExxonMobil looking over LukOil in Iraq08:57 Shift to hybrid cars will lower gasoline demand10:23 OPEC* Production13:17 Has California's Oil and Gas industry hit the point of no return?Stu will be interviewing Mike Umbro, and Katy Grimes, Editor in Chief of the California Globe, are live on LinkedIn, X, and YouTube to talk about the California story. "Has California's Oil and Gas Industry Hit the Point of No Return? – California Globe"Here is the live link: https://www.youtube.com/live/9iQIhfX0ydM?si=82sbS7hGXOPeYNYVStories we covered today:1.New York's climate law will ration fossil fuels and tax the rations – David Wojick on CFACT2.Venezuela is Suddenly Alone: Allies Step Back Amid Escalating U.S. Pressure3.ExxonMobil Looks Over Lukoil's Iraqi Oilfield as U.S. Sanctions Finally Hit Home – What does this mean for Investors?4.The Shift to Hybrid Cars is Moving in the US5.OPEC+ Production Increases and Spare Capacity Audit – Oil Market Implications6.Has California's Oil and Gas Industry Hit the Point of No Return? – California GlobeShout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/We have specials going on, so ask Stu for details.

Today we had the pleasure of hosting Dr. Kruti Lehenbauer, Founder of Analytics TX. Kruti is a longtime statistician and economic consultant who has held leadership roles across analytics, data, and research. She holds a Ph.D. in Public Policy and Political Economy and helps organizations audit business data, uncover hidden efficiencies, and navigate strategic planning, AI adoption, and more. She regularly shares thought-provoking insights and translates complex analysis into clear, actionable takeaways. We were delighted to hear her perspectives on interest rates, inflation, tariffs, and more ahead of next week's Fed meeting. In our conversation, we explore the “panic narrative” around the economy and why the past five years may feel worse than what the long-run trends suggest. We discuss the health of the U.S. economy, whether we're truly in a unique moment, how rapid interest rate hikes have worsened the debt picture, and why Kruti believes rates should already be moving back toward ~3%. She shares why the expectation that “everything must rise exponentially” is misguided, invoking Joan Robinson's reminder that “in the long run we are all dead, but not all at once.” We cover what data Kruti thinks the Fed should focus on (employment, GDP, true inflation) versus short-term headlines and political noise, the interplay between aggregate demand and aggregate supply, and why productivity and technology matter most for long-run growth. Kruti also explains how tariffs effectively raise real interest rates, how consumers adapt, and the flaws she sees in how we measure inflation today. We touch on why she believes fears of mass job loss from AI are overblown, the importance of adaptation, and her concerns about declining quality in higher education and its impact on high-skill labor and future productivity. We address fiscal versus monetary policy, why overreliance on the Fed is risky, and long-run structural issues including savings behavior, financial literacy, and long-dated household debt. We also discuss India's role as a rising economic partner and end with the “magic-wand” reforms Kruti would prioritize including leaner government, updated inflation metrics, and policies that expand the economy's productive frontier rather than over-managing it. It was a thought-provoking discussion. Mike Bradley kicked us off by noting that broader equity markets rallied on a rebound in Bitcoin, bond yields have been inching higher, crude oil remains under pressure, U.S. natural gas price continues to surge, and copper prices are hitting all-time highs. The 10-year bond yield inched higher this week to ~4.1%, after trading near 4% last week, on rumors that Kevin Hassett is the front-runner for Federal Reserve Chairman. Bond volatility will likely continue into the December 10th FOMC meeting. The DJIA and S&P 500 were both up on the day but remain flattish to slightly lower for the week, with Technology leading and Energy lagging. On the oil market front, WTI price continues to be under pressure (trading just under $59/bbl) due to continuing concern around an early 2026 global oil surplus (~2-4mmbpd). This bearish oil thesis/trade is very-very-very consensus. OPEC+ convened over the weekend and agreed, as expected, to pause oil output hikes through Q126 and to call for third-party verification of OPEC+ members Maximum Sustainable Capacity for 2027 production baselines. He closed by highlighting that cold weather has finally arrived, spiking prompt U.S. natural gas price to ~$5/MMBtu (while the 12-month strip holds steady at ~$4.15/MMBtu). He noted the remarkable surge in Lower-48 dry gas production, from 108-109bcfpd a month ago to a weekend peak of ~114bcfpd, now settling in at 112-113bcfpd. Jeff Tillery shared a few themes he's watching heading into the next few quarters. In traditional energy, oilfield services stocks are jumping even as oil prices fall, raising the question of whether the market is signali

This month, Senior Portfolio Manager Brian Kessens breaks down key energy sector themes:Market Moves: Energy and midstream outperform the S&P 500Natural Gas: Prices rise on colder weather expectations and controlled productionCrude Outlook: Brent as OPEC+ cuts kick inDOE & AI: AI project aims to fast-track energy innovationPermitting Shift: NE states greenlight long-stalled pipeline infrastructureDownload Transcript

Corporate bond spreads, extra compensation that corporate bonds pay out compared to government bonds, have been narrowing this year, which means investors aren't demanding much additional money to account for additional credit risk. That could indicate that investors think economic growth could pick up in the near term. Also on the program: a trade deal regarding U.K. pharmaceuticals and OPEC's plans to keep oil production flat to start the new year.

Corporate bond spreads, extra compensation that corporate bonds pay out compared to government bonds, have been narrowing this year, which means investors aren't demanding much additional money to account for additional credit risk. That could indicate that investors think economic growth could pick up in the near term. Also on the program: a trade deal regarding U.K. pharmaceuticals and OPEC's plans to keep oil production flat to start the new year.

VOV1 - Nhóm 8 nước OPEC+ (Tổ chức Các nước Xuất khẩu Dầu mỏ và các đối tác) tham gia các đợt cắt giảm tự nguyện từ năm 2023 đã thống nhất duy trì mức giảm sản lượng trong quý I/2026 và tiếp tục theo dõi sát diễn biến thị trường.Ảnh minh họa. Nguồn: Reuters

US and Ukraine negotiations on Sunday focused on where the de facto border with Russia would be drawn under a peace deal, while the five-hour meeting was said to be difficult and intense, but productive, according to two Ukrainian officials cited by Axios.European and US equity futures are broadly on the backfoot, following on from a cautious mood in APAC trade.DXY is pressured by the stronger JPY following jawboning from Japanese officials and after BoJ Governor Ueda hinted at a December rate hike.Bonds were initially pressured following on from JGB downside, and then took a leg lower alongside Gilt underperformance soon after the European cash open.Crude futures benefit after OPEC+ holds output steady through Q1'26 and in reaction to further Ukrainian strikes in Russian oil refineries; 3M LME Copper surges to fresh ATHs above USD 11.2k/t, but has since scaled back given the risk tone and downbeat Chinese PMI figures.Looking ahead, highlights include US Manufacturing PMI Final (Nov), US ISM Manufacturing PMI (Nov), Saudi-Russia Business Forum, EU Supply. Speak from Fed Chair Powell (Fed Blackout) and BoE's Dhingra.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks began the new month mixed, with participants cautious as they digested the weak Chinese PMI data.GBP/USD remained choppy ahead of UK PM Starmer's speech on Monday, where he will reportedly outline the growth mission and will defend the Budget after Chancellor Reeves was forced to deny lying to the public about UK finances.Crude futures were underpinned from the open following the OPEC+ decision to maintain output plans throughout Q1 2026.US and Ukraine negotiations on Sunday focused on where the de facto border with Russia would be drawn under a peace deal, while the five-hour meeting was said to be difficult and intense, but productive, according to two Ukrainian officials cited by Axios.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.4% after the cash market closed with gains of 0.3% on Friday.Looking ahead, highlights include EZ/UK/US Manufacturing PMI Final (Nov), US ISM Manufacturing PMI (Nov), Saudi-Russia Business Forum, EU Supply.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wall Street slipped overnight as rising bond yields and weakness in crypto-exposed stocks weighed on sentiment. US Treasuries also declined, with fresh corporate debt issuance adding pressure after Japan’s bond sell-off last week. Still, Black Friday and Cyber Monday sales helped lift major US retailers. Elsewhere, European markets kicked off December on the back foot, dragged lower by a slide in Airbus. In commodities, oil rose more than a dollar a barrel after OPEC’s latest move, while silver hit a record high as growing rate-cut expectations pressured the US dollar. Back home, Aussie shares are set to open higher, with Collins Foods earnings in focus. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Brandon is out again! Briefly cover the OPEC oil output decision and how the Ukraine war is still affecting prices. Also the monster that Eli Lilly is becoming and whether they are a buy or not.

Wall Street edged higher on Friday as a CME outage disrupted global trading for several hours. The S&P 500 notched its biggest weekly advance since May while the Nasdaq broke its seven-month winning streak in November. Meanwhile, US government bond yields also lifted on expectations of heavy corporate debt issuance. In commodities, OPEC stuck with plans to halt production increases in the March quarter of 2026, and gold surged more than 5% over the month. Back home, Australia is set for a steady start to trade after its worst November since 2014, while home prices hit fresh record highs. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In deze nieuwe aflevering praten we over olie, en dus over OPEC+, die zondag weer bij elkaar komt. Hoe staat het met de sancties tegen Rosneft en Lukoil? Wat doet Orbán in Moskou, en – van een heel andere orde – wat is de ‘stuiver van Grinwis'? Canada gaf afgelopen week groen licht voor de aanleg van een nieuwe oliepijpleiding naar de westkust. Minder afhankelijk worden van de VS is het adagium voor de Canadezen. Groot-Brittannië daarentegen houdt de na de inval in Oekraïne ingevoerde windfall tax op olie- en gaswinsten zeker tot 2030 in stand, wat volgens de sector zal leiden tot kaalslag. Hoe staat het met de gasopslagen en wat is de relatie met de opvallend lage gasprijs? We bespreken de EU ETS 1-prijs en het uitstel van ETS 2. Gaat die er überhaupt nog wel komen? Tot slot beantwoordt Hans een vraag van een luisteraar over de onlangs ingevoerde dynamische kwartierprijzen. Dat en nog veel meer bespreek ik met Hans van Cleef, dé marktanalist van Nederland en hoofd energieonderzoek bij EqoLibrium.

Happy Thanksgiving, and we have a wild Energy News Beat Stand Up for You! We are focusing more on finance, deal reviews, and the economics of energy rollout in future articles. UK oil and gas companies exploring opportunities in the U.S. market: We discuss how large UK oil and gas companies like Harbor Energy are actively looking for merger and acquisition opportunities in the U.S. as they face challenges in the UK market due to Net Zero policies.Kind of like I have said, that oil saved the whales the first time, and President Trump's ending of offshore wind may save them the second time. The UK oil companies looking to move is a potential trend for all investors to take note of. Energy Policies have consequences, and the UK, EU, and even Canada are on a road to a fiscal catastrophe.We also cover the concerns about potential oil shortages: Comments from Russia's top OPEC negotiator, Alexander Novak, who warned about the risk of an imminent oil shortage due to chronic underinvestment in new oil production to replace declining fields.China's development of a new CO2 turbine technology: We discuss China's unveiling of a new supercritical carbon dioxide power generator technology, which could have significant applications in industries like cement and steel.Challenges and opportunities in the U.S. nuclear power sector: And Michael and I explore how the U.S. government is trying to support the development of larger nuclear reactors, including through low-cost government loans, in order to make nuclear power more profitable and attractive to investors00:18 Harbor Energy is scouting mergers and acquisitions in the US03:35 Russia points out oil needs investments07:05 China unveils new CO2 turbine that could upend power tech13:03 Sponsor and FinanceCheck Out Full Articles and Transcripts https://theenergynewsbeat.substack.com/and https://energynewsbeat.co/Stories Covered in this episode1.Large UK Oil and Gas Company Explores U.S. Deals – WSJ2.Russia Points Out the Lack of Investment in Oil is Poised to Cause an Oil Shortage3.China Unveils New CO2 Turbine That Could Upend Power Tech4.Can the U.S. Make Big Nuclear Reactors? How Can We Make Nuclear Profitable? How do Investors React?

The ASX200 closed essentially flat, down only three points, after a volatile November that saw the index fall about three percent for the month but climb 2.4 percent this week, snapping a four‑week losing streak. Rate‑cut hopes were dented by hotter‑than‑expected inflation, while sector performance was mixed. Tech, finance and property fell, but healthcare, consumer staples and WiseTech rose. Upcoming drivers include the OPEC+ meeting, Black Friday sales and Australian economic data on building approvals and September‑quarter growth. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

ASX200 was flat after a 0.4% rise early, keeping a 2.3% weekly gain and ending a four week losing streak. Tech stocks outperformed, up about 2%, while energy fell 1.3% on oil price drops ahead of the OPEC meeting. With US markets closed for Thanksgiving, focus shifts to European cues and the upcoming Black Friday Cyber Monday retail surge. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

On Friday, November 7, the Oxford Institute for Energy Studies (OIES) held its annual Oil Day, themed “Navigating Oil Narratives.” The event was organized around three main sessions: Oil demand prospects in the context of an uncertain macroeconomic and geopolitical environment Supply outlooks, covering U.S. shale, OPEC+, and non-OPEC+ producers outside the United States Inventory dynamics, including […] The post OIES Podcast – Navigating Oil Narratives appeared first on Oxford Institute for Energy Studies.

“Politics, economy, and power moves – real talk with Tara

“Trillions on the line: Trump, Saudi Arabia, and the global dollar

“Jobs, immigration, and trillion-dollar deals – real talk with Tara

From the Oval Office to your backyard—what they don't want you to know

US equity futures point to a softer open. Asian markets traded broadly higher, while European equities traded mostly higher. The spending bill signed by President Trump ends the record 43-day government shutdown, though October CPI and payrolls are still unlikely to be released, prolonging uncertainty for Fed policy. While resumption of Fed easing has been a component of the bullish narrative, Fed policymakers still divided on policy path. Market pricing in 60% chance of Dec rate cut, down from 67% day before. Furthermore, OPEC's latest forecast for a more balanced oil market next year weighed on crude, extending a broader reset across commodities.Companies Mentioned: Sealed Air, Alibaba, Amazon, PDD Holdings, SHEIN

Gas prices have fallen since Donald Trump took office, but experts are debating how much credit President Donald Trump deserves – or if voters are even noticing. POLITICO's James Bikales joins host Josh Siegel to explain how OPEC's production moves, record U.S. output and Trump's foreign policy choices have shaped the current energy landscape. They also discuss whether rising electricity costs, fueled by AI data centers, are becoming the new political flashpoint.  Josh Siegel is an energy reporter for POLITICO and the host of POLITICO Energy.  Nirmal Mulaikal is the co-host and producer of POLITICO Energy.   Alex Keeney is a senior audio producer at POLITICO.   Ben Lefebvre is the deputy energy editor at POLITICO.  Matt Daily is the energy editor for POLITICO.  For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch  And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy  Our theme music is by Pran Bandi.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we discuss the latest developments in the mineral rights and energy world. From an interesting battle over royalties under the Midland, Texas airport, OPEC plans to potentially increase oil output despite demand forecasts weakening, and the latest  developments in the Uinta Basin Railway project in Utah. As always, we wrap up with an analysis of the latest rig count numbers. Links to the articles and resources mentioned in this episode can be found in the show notes at mineralrightspodcast.com.

Strax före jul 1975 attackeras OPEC:s högkvarter av terrorister. Över 60 ministrar, delegater och tjänstemän tas som gisslan och tre personer dödas. Nya avsnitt från P3 Dokumentär hittar du först i Sveriges Radio Play. Inne på oljeorganisationen OPEC:s högkvarter i Wien pågår ett stort internationellt möte om världens oljepriser, när sex beväpnade terrorister tar sig in i byggnaden.Gisslandramat i Wien kommer att pågå i flera dagar och människor kommer att skjutas till döds inne i byggnaden.Terrordådet mot OPEC blir en världsnyhetTerroristerna kräver ett flygplan och fri lejd ut ur landet. De kräver också att en sju sidor lång kommuniké ska läsas upp i österrikisk radio, varannan timme. Ändå är det ingen som riktigt förstår vad terroristerna vill.Vem ligger egentligen bakom dådet?Efter gisslandramat går gruppens ledare, den välklädda och mytomspunna terroristen Ilich Ramírez Sánchez, mer känd som Carlos eller Schakalen, under jorden. Myten om honom växer, och får med åren enorma proportioner. Han påstås ha kvinnor över hela världen, beskrivs som en jetset-terrorist och som världens farligaste man. Men vem är han egentligen? Och varför lyckas ingen fånga honom?Medverkande:Sylvia Smetiprach, dåvarande sekreterare på OPEC.”Miguel”, Carlos studiekamrat och vän.Dan Hansén, docent vid Försvarshögskolan.Anton Gatnar, journalist i Wien.Susanna Ericson Wallstén, författare.Jan Mosander, dåvarande journalist på Expressen.Wolfgang Mayer König, förhandlare.Achmed Khammas, festdeltagare i Damaskus.Ilich Ramírez Sánchez eller Carlos, Schakalen, dömd terrorist. En dokumentär av: Eric Ericson och Susanna Ericson Wallstén.Producent: Rosa Fernández.Dokumentären producerades 2025.

Today we were delighted to welcome Dr. Anas Alhajji, Managing Partner of Energy Outlook Advisors and Author of the Energy Outlook Advisors Substack (linked here). Dr. Alhajji is a leading expert on global energy markets. He advises governments, companies, financial institutions, and investors on oil and gas outlooks, energy geopolitics, energy security, and the impact of disruptive technologies on supply and demand. Anas previously served as Chief Economist at NGP Energy Capital Management and taught economics at the University of Oklahoma, the Colorado School of Mines, and Ohio Northern University. He holds an M.A. and Ph.D. in Economics, with a specialization in energy economics and policy. We were thrilled to hear his insights on the oil markets and beyond. In our conversation, Anas explains why mainstream oil-market commentary often falls short, how OPEC's role is to match supply and demand, and shares on-the-ground sentiment from ADIPEC including a focus on AI and “energy addition, not transition,” with OPEC's outlook seeing demand rising toward ~123 mmb/d. We discuss structural demand drivers including urbanization, immigration, rising incomes, and AI/data centers plus autonomous vehicles and the equity valuation puzzle amid inventories and spare capacity. Anas details the “oil on the water” debate including why recent headline numbers were overstated and how different factors from Iranian tankers suddenly broadcasting their transponders, Saudi barrels routed to Egypt but for Saudi-owned storage, Brazilian cargoes diverted to China, slower ship speeds, and others all swell oil-at-sea without adding supply. We explore how Aramco and ADNOC are evolving into global energy companies, why Saudi is leaning on renewables and nuclear to free oil for export, what to make of Saudi rigs and capacity, and why demand analysis should prioritize growth rates over absolute levels given definitional differences and the IEA's repeated upward revisions. Anas argues the IEA has persistently underestimated demand (including major multi-year revisions), contrasts IEA growth figures with stronger observed U.S. demand, and notes record U.S. crude without shale growth. We also touch on SPR strategy, why Anas believes the large 2022 release worked, his critique of “circular information” among agencies, banks, and media plus conformity shaping bearish narratives, the limited efficacy of current sanctions regimes, and much more. It was a wide-ranging discussion and we're grateful to Anas for sharing his expertise with us. To start the show, Mike Bradley noted that the U.S. Government shutdown has reached Day 35, tying the previous record set during President Trump's first term. In oil markets, WTI continues to hover around $60/bbl and is still being impacted by 2026 global oil supply concerns. OPEC+ agreed to raise December oil production by 137kbpd (consensus) but will pause oil production increments in January, February, and March. On the broader equity market front, the S&P 500 is down ~1% this week and looks to be losing some trading momentum after a huge recent run. Many of the Big6 AI/Tech stocks reported Q3 results last week, which were generally solid with AI capex spending budgets heading higher as expected. Over the last week or so, these same AI/Tech stocks were down 3-5% (on average) due to both growing valuation concerns and sustainability of this AI rally. These Big Tech stocks make up >35% of the S&P 500 market-cap, and if they sneeze, markets could catch a cold. Aramco reported quarterly results this week and struck a pretty constructive tone with one of its key highlights this quarter being an increase in their natural gas production capacity growth target (by 2030) to 80% up from 60%. On the E&P equity front, gassy E&Ps have been pretty constructive but aren't leaning into gas growth just yet, while oily E&Ps are taking a more cau

The Trump administration has been court ordered to partially fund this month's SNAP benefits, after refusing to step in during the shutdown. Emergency USDA funds will cover about half of the $8 billion spent each month on the food assistance program. But it's unclear how long households could wait for the partial benefits to kick in. Also in this episode: The manufacturing sector appears to be “meh,” OPEC ups production despite global oil glut, and the U.S. races to catch up on rare earth elements.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

The Trump administration has been court ordered to partially fund this month's SNAP benefits, after refusing to step in during the shutdown. Emergency USDA funds will cover about half of the $8 billion spent each month on the food assistance program. But it's unclear how long households could wait for the partial benefits to kick in. Also in this episode: The manufacturing sector appears to be “meh,” OPEC ups production despite global oil glut, and the U.S. races to catch up on rare earth elements.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Berkshire Hathaway reporting a sharp rebound in earnings in the third quarter, President Trump says Nvidia's most advanced semiconductor chips should be reserved for the U.S., Treasury Secretary Scott Bessent says SNAP food benefits could restart this week, OPEC+ has agreed to a small increase in monthly crude oil output, and Canadian Prime Minister Mark Carney is apologizing for the province of Ontario's political ad featuring footage of former President Ronald Reagan criticizing tariffs.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 31, 2025 – Curious about the future of energy, small modular reactors, and the impact of AI on utilities? Energy expert Robert Rapier discusses the global shale revolution, OPEC's strategies, and why U.S. energy stocks are outperforming...

It's Tuesday, October 28th, A.D. 2025. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Kevin Swanson South African government regulating churches Earlier this month, the South African government agency, known as the Cultural, Religious and Linguistic Rights Commission, launched a committee to regulate churches in the country. The new committee will most likely make determinations as to “what qualifies as a religion,” who may be recognized as a religious leader, and where churches may worship. The concern is also that this governmental power would force churches to come under State-approved umbrella bodies. The nation's churches have scheduled a march to the Parliament building in Cape Town, the capital of South Africa, on November 13th. South Africa rejects self-defense as reason to own a gun The South African Parliament is also considering additional restrictions on firearms to remove “self-defense” as a valid reason to own a gun. This would remove meaningful protection for families, farms, and churches from violent criminals, in one of the most violent nations on Earth. The Communists and the left-leaning African National Congress have 51% control of the South African parliament. Turmoil in Chinese Communist Party The Chinese Communist government is still in turmoil. At this moment, 38 of the 205 members of the central committee failed to appear for the big Plenum session last week. Of the 33 generals on the Committee, 22 were missing. Trump to meet with Chinese president Xi Jinping on Asian tour President Donald Trump met with Japan's newly elected Prime Minister Sanae Takaichi yesterday. This week, he will move on to high level meetings in South Korea and China, with Chinese President Xi Jinping on Thursday.  The White House announced that President Trump has signed historic peace deals with Cambodia and Thailand, trade deals with Malaysia, Cambodia, Thailand and Vietnam, and minerals deals with Malaysia and Thailand. Javier Milei's mid-term election triumph in Argentina The results for Argentina's mid-term elections are in.  And Javier Milei's Libertarian Party crushed it, reports Reuters. Now, Milei's party has 41% control of the legislature which is up from 26% in 2023. The left wing party dropped off from 44% to 32% which is an 11% decline. Milei's agenda will have stronger legislative backing for more reforms in tax reduction and deregulation of business for the country. Bolivia rejects socialism And, by God's sovereign order of things, Bolivia has a new president as of last week, reports CBS News. Rodrigo Paz is more centrist — a change after 20 years of socialism in this mountainous country of South America. Not surprisingly, socialist countries like Venezuela and Bolivia are the poorest countries in all of South America. King Charles III glorified sodomy King Charles III of England glorified homosexuality yesterday by placing flowers at a newly constructed memorial to homosexuals serving in the nation's military, reports The Times. Prince Charles's mentor and uncle, Lord Louis Mountbatten, served as Britain's Chief of Defense in the 1960s, and was reported in 2019 as “a homosexual with a perversion for young boys.” King Charles III joined Pope Leo XIV for worship King Charles III made other news headlines last week, when he participated in a public worship service with the Roman Catholic Pope Leo XIV.   This was the first time a reigning British monarch joined the Pope for such events since the Reformation. King Charles and his wife, Camilla, sat on golden thrones under Michelangelo's "Last Judgment" fresco in the Sistine Chapel for the ecumenical service.  Joel 3 reminds us of God's judgement.   “Let the nations be wakened, and come up to the Valley of Jehoshaphat; For there I will sit to judge all the surrounding nations. Put in the sickle, for the harvest is ripe. Come, go down; for the winepress is full, the vats overflow — for their wickedness is great.” Putin celebrates successful test of missile Russian President Vladimir Putin celebrated a successful test for the Burevestnik missile over the weekend, reports CBS News. Putin announced that the armament was ready for deployment, after it completed a 10,000-mile flight. Plus, according to the Russian military, the missile “successfully performed all designated vertical and horizontal maneuvers, demonstrating its strong ability to evade anti-missile and air defense systems.” Hurricane Melissa: Biggest one to hit Caribbean Category 5 Hurricane Melissa is barreling down on Jamaica. It's the strongest hurricane to hit the Caribbean nation in recorded history.  America's most lethal aircraft carrier off Venezuelan coast Meanwhile, the U.S. Military is sending its most lethal aircraft carrier from European waters into the Caribbean for the ongoing drug war, now heating up somewhere off the shores of Venezuela, reports TheHill.com. The main target for the flurry of activity appears to be Venezuelan President Nicolás Maduro, whom the Trump administration has called an “illegitimate leader.” Appearing on CBS's Face the Nation with Margaret Brennan, Republican Senator Lindsey Graham of South Carolina was asked about possible land strikes in Venezuela. BRENNAN: “Are land strikes planned?” GRAHAM: “Yeah, I think that's a real possibility. I think President Trump's made a decision that [Venezuelan President Nicolás] Maduro, the leader of Venezuela, is an indicted drug trafficker, that it's time for him to go. Venezuela and Colombia have been safe havens for ‘narco terrorists' for too long.” Oil likely will cost less in 2026 America's oil wells are pumping it out.   Chevron CEO Mike Wirth told Fox Business host Maria Bartiroma, that gas prices in 2026 may very well be lower than they were this year. BARTIROMA: “Can you give us a sense of what you would expect for 2026?” WIRTH: “Yeah, I think we see supply growing, particularly from the OPEC-supplying countries, and demand growing steadily. But as this supply comes back, it's weighing on commodity markets. So, we're prepared for prices in ‘26 to be lower than they were in ‘25.” Christian pastors arrested for child p*rn And finally, assorted national news stories report that Christian pastors and leaders have been recently arrested for possession of extreme evil forms of pornography involving children.   Singer and worship leader Jon Paul Sheptock, of First Montgomery Baptist Church, is under arrest, reports the Baptist Press.  The Idaho Statesman reports that the senior pastor at Sovereign Grace Fellowship in Nampa, Idaho was arrested for handling images of a “horrific” nature. Another Baptist youth pastor from Greenville, South Carolina was just sentenced to twenty years for a similar offense. A pastor of the House of Prayer Christian Church in Georgia has been indicted by a federal court for similar offenses. And another former youth pastor at the Southcoast church in Goleta, California has been arrested on related charges. Jeremiah speaks of religious scandals in the churches. The prophet wrote, “My heart within me is broken because of the prophets. . . For the land is full of adulterers; For because of a curse the land mourns. The pleasant places of the wilderness are dried up. Their course of life is evil, and their might is not right. “For both prophet and priest are profane; Yes, in My house I have found their wickedness,” says the Lord. I will bring disaster on them, the year of their punishment.” (Jeremiah 23:9-12) Close And that's The Worldview on this Tuesday, October 28th, in the year of our Lord 2025. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.