Podcasts about Permian

Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) regroup to riff on miner-to-AI megadeals, gas-to-power plays, and a modular ASIC that could reset fleet economics.AI x Power x BitcoinThis week we break down:TeraWulf × Google – a 10-year, 200 MW hosting deal (headline $3.7B; options could push multiyear value far higher) and why clean, reliable electrons (nuke/hydro) earn a premium—and might end in outright M&A.Who's Next? – the consolidation map: why Bitfarms (and possibly IREN/Iris) look “target-ready,” what MARA/RIOT are more likely to do, and how miner stock spikes telegraph hyperscaler interest.CoreWeave–Core Scientific Playbook – how long-dated revenue agreements morph into acquisitions when the real prize is energized, rack-ready capacity.Coterra's Power Option – a 7-year gas sale to CPV's 1.3 GW CCGT in Ward County with the right to buy ~250 MW/day indexed to ERCOT West—the first true Permian netback template and what it signals for E&Ps.Turbines, Permits & Sudoku – deposits and long lead times, GPA/air permits (NOx/CO₂), and the catch-22 between offtakes and hardware—why scale + compliance + capital win.Block's Proto Miner – Apple-clean design, rack-side sub-90-second repairs (as pitched), modular hashboards, open-source fleet software, and a 10-year design life—what that does to uptime and capex cycles.The AI Arms Race – trillion-dollar capex, billion-dollar talent bids, China's generation build-out, and why power-secure brownfield beats greenfield timelines.Where to Find Us IRL – Permian Power Conference (Midland, Sep 29–30) + Texas Capitol investor day/North American Blockchain Summit (Dallas, October).

The gang discusses two papers about skin preservation in fossil tetrapods. The first paper describes skin impressions from a Permian synapsid, and the second paper identifies feather-like structures in an early Triassic diapsid. Meanwhile, James considers the horse, Amanda shames extinct animals, and Curt quotes “philosophy”.   Up-Goer Five (Amanda Edition): Today our friends talk about things that are sort of close to things with hair but not that close to things with hair. They are closer to things with hair than to things with dry skin with no hair or long many-part skin things. Anyway for a long time we did not know what the skin of the animals that are sort of close to things with hair looked like. Did they have dry skin with no hair like the things today? Or did they maybe have hair? We didn't know, but now we have found marks in the ground that show that they had dry skin with no hair, but it looks different than the animals with dry skin and no hair today. So hair comes around after the dry skin with no hair does. Then our friends talk about a very weird little animal that is sort of somewhere close to animals with dry skin and no hair, but it has these really weird things that come off of its back that look kind of like the many-part skin things on the most flying animals that are around today. But it's really not the same many-part skin things, because all the parts are not really same. And also there is only one of them and not one on each side. So it might be that many-part skin things come earlier than people thought they might have.   References: Marchetti, Lorenzo, et al. "Early Permian synapsid impressions illuminate the origin of epidermal scales and aggregation behavior." Current Biology 35.11 (2025): 2752-2759. Spiekman, Stephan NF, et al. "Triassic diapsid shows early diversification of skin appendages in reptiles." Nature (2025): 1-7.

How did life first form on Earth? What does entropy have to do with the origins of mammalian life — or the creation of the modern economy? And what chemical process do people, insects, Volkswagens, and coal power plants all share?On this week's episode of Shift Key, Rob chats with Peter Brannen, the author of a new history of the planet, The Story of CO2 Is the Story of Everything. The book weaves together a single narrative from the Big Bang to the Permian explosion to the oil-devouring economy of today by means of a single common thread: CO2, the same molecule now threatening our continued flourishing.Brannen is a contributing writer at The Atlantic and the author of The Ends of the World, a history of mass extinctions on Earth. He is an affiliate at the Institute of Arctic and Alpine Research at the University of Colorado, Boulder. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.Mentioned:Peter's book, The Story of CO2 Is the Story of EverythingLost City Hydrothermal FieldATP synthase in action--This episode of Shift Key is sponsored by …Hydrostor is building the future of energy with Advanced Compressed Air Energy Storage. Delivering clean, reliable power with 500-megawatt facilities sited on 100 acres, Hydrostor's energy storage projects are transforming the grid and creating thousands of American jobs. Learn more at hydrostor.ca.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

Is natural gas about to become more valuable than oil? Get ready for a deep dive into the future of energy! In this episode of The Energy Espresso, host Dave Bosco sits down with Peter Cook of Permian Power Connection to explore the electrification of the oilfield, the rise of data centers in the Permian Basin, and the opportunities and challenges shaping the next energy revolution. From coffee rituals to industry insights, this conversation is packed with stories, strategies, and inspiration for anyone interested in the evolving world of power, oil, and gas.Tune in now!00:00 – Introduction & Coffee Talk01:17 – Guest Introduction: Peter Cook's Background03:00 – The Conference Business & Energy Industry Evolution06:00 – Launching Oil Field Water Connection08:00 – The Birth of Permian Power Connection10:00 – Why Focus on the Permian?13:00 – Data Centers, Power Generation, and Market Shifts16:00 – The Value of Natural Gas vs. Oil19:00 – Data Center Growth & AI Impact22:00 – Building the Permian Power Connection Conference25:00 – Advisory Boards & Industry Relationships28:00 – Conference Format: Panels, Networking, and Lounges32:00 – Collaboration, Standards, and Safety in Power Services36:00 – Attracting Talent & Economic Development in Midland40:00 – Investing in People & Community44:00 – Quality of Life in Midland & Odessa48:00 – Philanthropy: Bettering Human Lives Foundation51:00 – Global Energy Access & Migration54:00 – Final Thoughts, Contact Info, and Coffee Recommendations55:00 – Outro: Energize Your Day!

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down why model-based oil forecasts consistently miss the mark, highlighting Irina Slav's takedown of flawed IEA predictions. They dive into Fed Chair Powell's Jackson Hole speech and its implications for oil and gas capital markets, LNG export-driven shale growth, the myth of peak Permian, and ERCOT's $14B clean energy project cancellations. From misguided net-zero assumptions to underreported system costs in renewables, this episode covers the real data behind energy trends and what investors should really be watching.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 - Intro00:14 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:40 - Surging US LNG Exports Fuel Growth in US Shale08:13 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?10:43 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark18:13 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShaleERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsWhy Model-Based Oil Forecasts Keep Missing the Mark

In this episode, we provide an exclusive sneak peek of the upcoming National Association of Royalty Owners (NARO) National Convention in Oklahoma City from September 30 to October 3, 2025. This year's event at the Omni Hotel promises to be a comprehensive educational experiences for mineral and royalty owners, featuring sessions on mineral valuation, advanced lease negotiation strategies, and emerging legal issues like pore space rights. This annual gathering offers mineral and royalty owners an unparalleled opportunity to accelerate their knowledge, network with fellow owners from across the country, and gain direct access to the industry's top legal minds and technical experts. The convention features an impressive lineup of educational sessions covering everything from basic mineral ownership fundamentals to sophisticated data-driven development techniques in major basins like the Appalachian and Permian. Beyond the classroom learning, the convention's networking receptions create lasting connections with like-minded mineral owners, industry professionals, and NARO board members who continue supporting your success long after the event ends. Many attendees report that the relationships formed at these conventions prove as valuable as the formal education. Time is running short - regular registration rates end September 16th, and the discounted hotel rate of $219 per night expires September 9th (extended). For new members looking to join the NARO community, use discount code "MRPODCAST" for $25 off an introductory membership, allowing you to register at the significantly lower member pricing and become part of this supportive nationwide network of mineral and royalty owners.  Links to become a member and register can be found in the show notes at mineralrightspodcast.com. Don't miss this opportunity to invest in your mineral management education and join hundreds of fellow owners who understand that knowledge truly is the key to maximizing the value of your mineral and royalty interests.

Kyle Reynolds - Managing Member of RBG Permian and recently appointed President of AAPL joins the podcast to talk about the history of AAPL, the importance of Landmen in our industry, and how their roles will continue to evolve in the upcoming years.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Jerome Powell's latest Fed comments and what they mean for oil and gas investors. They explore the continued surge in U.S. LNG exports, shifting gas dynamics in the Permian, and how natural gas is reshaping investment strategies. The team also discusses the ripple effects of Trump's sanctions on India and the potential threat to the U.S. dollar. Plus, they cover ERCOT's record-breaking project cancellations, a major federal halt to Ørsted's Rhode Island wind farm, and a closer look at the rumored Crescent-Vital Energy merger.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 - Intro00:13 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:51 - Surging US LNG Exports Fuel Growth in US Shale08:23 - President Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction19:16 - Markets Update20:53 - US Rig Count Falls as Drillers Play it Safe21:11 - Frac Count Update21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say25:04 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShalePresident Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a BoomerangERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?US Orders Ørsted to Halt Rhode Island Wind Farm ConstructionUS Rig Count Falls as Drillers Play it SafeCrescent Energy nears deal for US shale peer Vital Energy, sources say

Rob Thummel recaps Friday's earnings from Chevron (CVX) and Exxon Mobil (XOM) as the U.S. energy giants both top expectations. He discusses Guayana oil exploration and the Hess (HES) takeover legal drama behind it. While Rob likes what he heard from both companies and their Permian basin production levels, he points to natural gas as a better investment opportunity. Rob says natural gas will fuel electricity output as A.I. demands more power.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

We are excited to share this “on-the-road” COBT episode featuring Tim Latimer, CEO and Co-Founder of Fervo Energy. Our team traveled to Milford, Utah, to tour Fervo's Cape Station project before connecting with Tim for an in-depth conversation. Tim earned a BS in Mechanical Engineering from the University of Tulsa and started his career as a drilling engineer in the Permian and Eagle Ford basins. He co-founded Fervo in 2017 after earning an MBA and an MS in Environment and Resources from Stanford University. Fervo is a developer, owner, and operator of geothermal assets. The company recently raised $206 million to advance the buildout of Project Cape, with phase one expected to deliver 100 MW of power to the grid in 2026. It was our pleasure to visit with Tim about the evolving geothermal landscape. As you'll hear, we were also joined by Kareem El-Sadi, Fervo's Drilling Engineering Manager, who brought valuable insights from the field. Huge thanks to all our new friends at Fervo for their hospitality and patience. We really had a blast. In our conversation, Tim shares the story of Fervo's founding, explains the fundamentals of geothermal, and details what makes Fervo's approach unique using deeper wells, horizontal laterals, and well stimulation. We explore the parallels between geothermal's recent progress and the shale revolution, as well as Cape Station's well specs, project economics and future cost reduction opportunities. We discuss how Fervo has dramatically improved dripping efficiency, cutting well costs from $13 million to ~$4 million by reducing the number of drill bits needed and decreasing total drilling days, the energy world's shift from largely skeptical to increasingly bipartisan and broader support, policy tailwinds, and Fervo's efforts to onshore supply chains amid steel and other tariffs. We cover geothermal versus oil and gas flow rates, design strategies for achieving high flow rates, water use efficiency, long-term production outlook, and overall “life of power plant” issues. We examine expansion plans for Cape Station, the leasing and mineral rights framework in geothermal, power plant design considerations including supply chain dynamics, permitting challenges and NEPA reviews, and project risk and learning curves from location to location. Tim shares his perspective on opportunities for geographic expansion beyond the Western U.S., cost curve and resource economics, commercial strategy and PPAs, near-term priorities for Fervo, geothermal's underrepresentation in no-emissions power conversations, the competitive landscape, whether being a pioneer is an advantage or disadvantage, and much much more. It was a fantastic discussion. Tim references a few items in today's conversation. MIT's paper entitled “The Future of Geothermal Energy” published in 2006 is linked here. Additionally, the Geothermal Steam Act of 1970 is linked here. Mike Bradley kicked off the discussion by noting that bond and equity markets are focused on Wednesday's FOMC Rate Decision Meeting. Consensus expects the Fed to leave interest rates unchanged; however, if the Fed were to surprise with a rate cut, broader markets would initially surge before worry set in as to why! Turning to U.S. equities, while markets continue to post new highs, sentiment appears to have shifted toward a “sell the trade deal” mindset. This will be an important week for the Technology sector, broader equity markets, and electricity equities given that Apple, Amazon, Meta and Microsoft are all reporting results and investors are going to be listening closely to their projected AI spending levels. Mike also highlighted a major development in the transportation sector with Union Pacific and Norfolk Southern's anno

In our latest In Basin Observations podcast, DEP hosts Bill Austin and Geoff Jay sit down with John Freeman, Managing Director and Head of Energy Research at Raymond James, to discuss the firm's comprehensive Midland and Delaware Basin deep dive reports. John provides critical insights into inventory life, operator strategy, valuation trends, and evolving productivity across core acreage in the Permian. This episode offers a grounded, data-rich discussion on how capital discipline and resource scarcity are reshaping the competitive landscape in U.S. shale.

Recorded on June 11, 2025 https://www.youtube.com/watch?v=neJZHvXMNdM Episode 136 of the PetroNerds podcast is a heavy-hitting midstream special with Howard Energy Partners. Your host, Trisha Curtis, CEO of PetroNerds, is joined by Mike Howard, CEO of Howard Energy Partners. The two discuss the current oil and gas market, natural gas and midstream, and what it takes to get something built. They get into Mike's career in the midstream and the progression of natural gas, and the shale revolution. Howard Energy Partners gathers and processes natural gas from the Marcellus to the Permian to the Eagle Ford. Mike talks about the business of infrastructure and being a long term diversified midstream company that takes energy products and brings them to the consumer. Trisha gets a little nerdy on the Eagle Ford and varying geology and API gravity shifts from oil to natural gas along the play. They shift into talking about the macro, the long term, and national security, as well as the short term and current natural gas prices. Trisha asks Mike to talk about "peak shale." They also talk about education and the need for education in energy in and outside of the energy market. Trisha asks Mike to talk about how he translates market realities into actually building things in a market and society that does not want to build infrastructure. Trisha and Mike cover all of this and much more folks. Take a listen and share with your colleagues and friends. Listen on Itunes

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors.Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both traditional oil and gas and energy transition. Prior to PEP, Mr. Pickering served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. Mr. Pickering has spent 30 years as an Energy Portfolio Manager, Researcher, and Analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company and as the founding partner of Tudor, Pickering, Holt & Co.Mr. Pickering is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children's Hospital and the Texas Children's Hospital Foundation. Mr. Pickering holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.Among other things we discussed U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Support the show

Why do we choose expensive over affordable in Water? Let's use the Permian Basin's example to make a point: wastewater reuse is the way!More #water insights? Subscribe to my newsletter on Linkedin: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112

Its head is shaped like a boomerang, but its mouth is filled with teeth. We are going way back to the Permian in this episode to learn about the strange amphibian, Diplocaulus! 

Tom welcomes back the legendary Rick Rule to the show.  Rick discusses the current state of the gold and his thoughts on the uranium sector. Rick also discusses the U.S. energy sector and notes that the the Canadian oil and gas industry, particularly in the Western Canadian Sedimentary Basin, is potentially even more favorable due to political conditions. He contrasts this with the over-drilled Permian basin in the U.S., suggesting Canada's untapped resources could lead to significant growth if policies become more supportive.  Rick's investment philosophy centers on long-term perspective, resilience, and continuous learning. Rule advises investors to educate themselves, act prudently, and build a strong reputation. He concludes with a quote from Robert Friedland, underscoring the importance of preparation for economic challenges, urging listeners to embrace this journey as an opportunity for growth.  Lastly, Rick highlights his new project Battle Bank, a unique service providing lending products secured by physical gold and silver, catering to those seeking capital access while maintaining prudent savings. Timestamps:00:00:00 - Introduction00:00:50 - Noise, News, & Attention00:09:05 - Taking Personal Action00:13:50 - Corporate Culture & Teams00:15:12 - Building a Portfolio00:19:07 - 70s The Lost Decade00:25:00 - Are Tariffs Useful?00:30:00 - Gold Bull Mkt. Status00:35:33 - Bullion Dealers & Sentiment00:41:16 - 70s Inflation & Impact00:45:50 - M&A Possibilities?00:47:04 - Uranium Exposure00:50:24 - Energy & Finding Value00:52:35 - Canadian Energy & Realities00:55:14 - Rick's Current Projects00:58:34 - Battle Bank & Saving in Gold01:00:26 - Concluding Thoughts Guest Links:Twitter: https://twitter.com/realrickruleTwitter: https://twitter.com/realinvestmentmediaWebsite: https://ruleinvestmentmedia.comYouTube: https://www.youtube.com/@RuleInvestmentMediaClassroom: https://ruleclassroom.com2024 Symposium: https://rulesymposium.com Rick Rule has dedicated his entire adult life to many aspects of natural resources securities investing. Besides the knowledge and experience gained in a long and focused career, he has a global network of contacts in the natural resources and finance sectors. Mr. Rule is a frequent speaker at industry conferences and is regularly interviewed for radio, television, print, and online media outlets concerning natural resources investment and industry topics. Prominent natural resources-oriented newsletters and advisories frequently quote him. Mr. Rule and his team have expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. Mr. Rule is particularly active in private placement markets, having originated in hundreds of debt and equity transactions with private, pre-public, and public companies.

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers critical developments, including the stalled Russia-Ukraine peace talks and the potential impact on U.S. oil markets. He highlights the Trump administration's rollback of Biden's Alaska oil drilling restrictions, the growth in U.S. oil production driven by Permian tight oil, and Goldman Sachs' forecast on OPEC+ output hikes. Additionally, Turley discusses Venture Global's CP2 LNG mobilization and its financial success. He emphasizes the need for strategic insights in energy markets, with an invitation for industry leaders to join the conversation.Highlights of the Podcast 00:00 - Intro01:25 - Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?04:28 - Trump Administration to Roll Back Biden's Curbs on Alaska Oil Drilling05:47 - Tight oil production in Permian drives growth in onshore U.S. Lower 48 states production07:24 - Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors09:57 - Venture Global's CP2 LNG to start mobilization and site preparation11:55 - OutroPlease see the links below or articles that we discuss in the podcast.Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?Trump Administration to Roll Back Biden's Curbs on Alaska Oil DrillingTight oil production in Permian drives growth in onshore U.S. Lower 48 states productionWhy Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. InvestorsVenture Global's CP2 LNG to start mobilization and site preparationFollow 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 –

Today we had a fantastic conversation with Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research, alongside his colleague Lina Thomas, Commodities Strategist, with Goldman Sachs. Daan joined Goldman in 2015 and previously co-led the Goldman Global Economics team as well as the firm's Canada Economics research effort. He holds a Ph.D. in Economics from MIT. Lina joined Goldman after earning her Ph.D. in Economics from Harvard, where she focused on safe-haven assets. We were thrilled to welcome these Ph.D. powerhouses for a deep dive into a topic we haven't yet explored on COBT – the gold markets and how they intersect with oil, gas, copper, interest rates, tariffs, geopolitics, central banks, structural market changes, and more. In our discussion, Lina provides a detailed overview of the historical inverse relationship between gold and interest rates, and highlights the unusual strength of the gold rally that began in 2022. She describes that the rally was triggered by the freezing of Russian central bank assets in February 2022, which prompted central banks, particularly those geopolitically aligned or close to Russia, to increase gold purchases to reduce reliance on politically vulnerable reserve assets. Lina explains that in addition to modest investor inflows, ongoing central bank demand has played a critical role in sustaining gold's price rise and discusses how geopolitical proximity is a key predictor of central bank gold buying. We explore Goldman's approach to estimating actual central bank purchases, which are underreported in official data, Russia's gathering of gold reserves ahead of its invasion of Ukraine, the effects of the war and subsequent sanctions, and how Russia rerouted its gold exports similar to its post-sanction oil trade. Daan outlines Goldman's copper market outlook, including their view on proposed copper tariffs, the anticipated supply deficit by 2026 due to limited investment in new projects, their copper price forecast, and the key short-term drivers influencing copper prices. We cover gold's unique role as a stock rather than a flow asset, with only about one percent of tradable gold coming from annual mine supply, why central banks favor gold over silver, Goldman's four structural investment themes (Dollar Diversification, Defense Spending, Disinvestment in Supply, and De-risking Energy Systems), the firm's crude oil outlook over the next year, and much more. We greatly appreciate Daan and Lina for sharing their time and perspectives. Mike Bradley opened the discussion by noting that “Trumpatility” has faded considerably, with the S&P 500 Volatility Index now trading near year-to-date lows. Ironically, this introduces some degree of risk as broader markets are now technically overbought. Moody's downgraded U.S. debt by one notch this past week but U.S. bonds and equities shrugged it off, mostly because U.S. bonds don't typically move on ratings changes, but more so on inflation and employment growth, while broader equities are driven mostly by forward earnings estimates. The U.S. dollar weakened slightly on the U.S. debt downgrade while Bitcoin and gold prices are trading near all-time highs, likely a reflection of growing U.S. debt levels. He wrapped up with a roundup of notable Energy & Electricity headlines, including: Blackstone Infrastructure's $11.5 billion acquisition of TXNM Energy; Strathcona Resource's $6 billion takeover offer for MEG Energy; Phillips 66's Proxy vote battle with Elliott (involving four board nominations); Trump's unexpected reversal of his recent shutdown of Equinor's Empire Wind 1 project off Long Island; and the recent decline in Permian oil rig count and the potential associated gas growth implications. Jeff Tillery also joined and peppered in his thoughts to the discussion. We hope you find today's discussion as insightful and interesting as we did. Our best to you all!

Trent and Tyler Leon are the Co-Founders of Tilden Capital. Today, their business, Tilden Capital, has deployed billions of dollars into oil & gas minerals, royalties, and non-operated positions across the Permian and other domestic basins.   We talk about growing up in a golf-obsessed family, attending IMG Academy, and competing at the highest levels of amateur and professional golf—then making the decision to walk away and start something new. We also cover: - What they learned from life on the road as pro golfers - How and when they knew it was time to pivot into business - Early lessons from starting an oil and gas company from scratch - The current outlook on the Permian Basin and broader energy trends - How they build conviction around long-term bets and stay optimistic - What it's like working together as brothers and business partners You're in for a wide-ranging conversation about life, business, and the journey from competitive sports to entrepreneurship. We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Links: Tilden Capital - http://www.tildencapitalllc.com/ Who Moved My Cheese? by Spencer Johnson - https://a.co/d/ax5DRLz Support our Sponsors: Ramp: https://ramp.com/fort Vesto: https://www.vesto.com/fort BetterPitch: https://bit.ly/42d9L0I Topics: (00:00:00) - Intro   (00:04:16) - Trent and Tyler's early childhood and developing a passion for Golf   (00:15:36) - Moving to IMG Academy to pursue Golf   (00:23:19) - The college recruiting process   (00:31:54) - The parenting style that leads to 3 kids becoming Division 1 athletes   (00:35:39) - Winning a national championship in college   (00:41:25) - The realities of life as professional golfers   (00:47:49) - The state of Oil and Gas   (00:51:40) - The Permian Basin   (00:55:18) - Trent and Tyler's approach to buying mineral rights   (00:58:08) - Drill Baby, Drill!   (01:02:26) - Will AI play a part in drilling rigs?   (01:04:10) - Running a lean team at Tilden   (01:09:19) - Developing relationships in the industry   (01:12:09) - Staying laser-focused   (01:13:48) - 4-year predictions   Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) sit down with oil-patch veteran-turned-Bitcoin-miner Dan Morrison to unpack Waha-gas economics, off-grid data centers, and why 2025 may finally be the oil-and-gas adoption year for Bitcoin mining.Show Notes00:00 Wildlife-podcast banter, Missouri recording location, and Dan's long-overdue appearance 01:42 First meeting at the 2021 “secret” Houston Bitcoin meetup 03:10 Dan's background: bankrupt E&P turnaround and “MBA-on-steroids” lessons 05:26 Buying distressed New Mexico assets & naming the venture “Amalgamated Sludge” 07:48 Paying $80/ TH for ASICs at the cycle peak and booting 1.3 MW of self-mining 10:55 Turning negative Waha gas into revenue: hosting deals, vintage ASIC strategy, 8-month ROIs 14:08 Why old oilfield operators resist Bitcoin—and what finally breaks the inertia 16:41 Basis differentials, dashed strip-price hopes, and why 2025 looks like the adoption inflection 19:15 Valuing green- vs brownfield sites for AI: speed-to-energize premiums & $/MW math 22:37 Gas-fired turbines, Elon's Memphis play, and “BYOP” (bring your own power) legislation in Texas 25:02 “Moat mining”: pairing AI inference loads up front with flexible Bitcoin mining in back 27:40 Hydrocooling vs immersion and designing mines to survive the next two halvings 29:55 EPA rollbacks, CO₂ rules, and a regulatory pendulum swinging toward gas gen-sets 32:04 Ideal 2025 build: low-basis gas, Rocky Mountains or Permian, hydro-cooled S19-class fleet 34:30 Bridging cultures: tech speed vs. oil-patch hierarchy when herding data-center cats 36:12 Texas Mining Fight Club group texts, community collaboration, and swapping spare breakers 38:45 Future meetups, “super-secret” May 19 event, and final shout-outs

After averaging around $US 75/B over the past few years, the WTI oil price fell below $US 60/B in early May. The weakness is driven by growing concerns about a potential recession resulting from US tariffs and announcements from the OPEC+ group that they will accelerate adding supply to the market, just as demand may be softening. To help us understand the recent volatility in oil prices, our guest this week is Jeremy Irwin, Global Crude Lead at Energy Aspects. Here are some of the questions Peter and Jackie asked Jeremy: Is this a repeat of 2015, when OPEC decided to flood the market to weaken US shale oil producers? Is President Trump influencing the OPEC+ strategy, as he may want lower oil prices to help offset the inflationary effects of US tariffs? At current price levels, how will US oil production respond? If profit is tight at lower prices, will US oil producers prioritize paying shareholders or capital spending? How might changes to US sanctions on Venezuela, Russia, and Iran impact the oil market? When do you expect global (and China's) oil demand to peak? In the short term, how serious is the threat of recession to oil demand? Do you expect Canadian oil export infrastructure to expand? Content referenced in this podcast:See the Energy Aspects website to learn more about their research data, tools, and consulting servicesPlease review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.This podcast is also going out on David Blackmon's Substack and podcast channels, and he had some fantastic points and questions for Doomberg.Thank you both for your energy, leadership, and your time – StuCheck out Doomberg on his Substack at https://newsletter.doomberg.com/Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-marketsHighlights of the Podcast00:00 – Introduction03:00 – California's Refining Crisis08:30 – California Politics & Oil13:20 – Trump's Energy Team17:40 – OPEC's Decline & Co-Product Economics23:00 – Oil Price Volatility & Strategy26:30 – NGLs & Changing Energy Definitions33:00 – Permian, Consolidation & Costs36:00 – Breakevens and Co-Product Economics39:00 – LNG, Natural Gas, and Arbitrage45:00 – LNG Tankers, Jones Act, and Energy Exports49:00 – $50 Oil as Geopolitical Strategy53:00 – Russia, NATO & War Risks57:00 – Canada, Trump, and Final Thoughts 

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.This podcast is also going out on David Blackmon's Substack and podcast channels, and he had some fantastic points and questions for Doomberg.Thank you both for your energy, leadership, and your time – StuCheck out Doomberg on his Substack at https://newsletter.doomberg.com/Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-marketsHighlights of the Podcast00:00 – Introduction03:00 – California's Refining Crisis08:30 – California Politics & Oil13:20 – Trump's Energy Team17:40 – OPEC's Decline & Co-Product Economics23:00 – Oil Price Volatility & Strategy26:30 – NGLs & Changing Energy Definitions33:00 – Permian, Consolidation & Costs36:00 – Breakevens and Co-Product Economics39:00 – LNG, Natural Gas, and Arbitrage45:00 – LNG Tankers, Jones Act, and Energy Exports49:00 – $50 Oil as Geopolitical Strategy53:00 – Russia, NATO & War Risks57:00 – Canada, Trump, and Final Thoughts 

Send us a text In this re-aired episode of Viewpoints, Pastor John Gerlach and Worship Pastor Jordan Voyles continue the 1953 sermon series with a conversation on sharing your faith in today's world. They explore the barriers many face—like fear of offending others or being seen as narrow-minded—and offer a fresh perspective rooted in love, authenticity, and the life-changing message of Jesus. With insight from Scripture, personal stories, and cultural observations, this episode is a timely reminder that helping others know God starts with genuine care and a willingness to share what He's done in your life. 

Alex Wylie, President and CEO of Volt Lithium (TSX.V:VLT - OTCQB: VLTLF) joins me for a detailed update on the company's operational progress and commercialization plans.   Volt Lithium is pioneering direct lithium extraction (DLE) from oilfield brines, targeting the massive water disposal volumes in North America's largest oil basins. In this interview, Alex outlines where the company is focused, how it's scaling, and when we can expect revenue.   Key topics discussed:   Operational focus in Texas: 19 million barrels of water are disposed of daily in the Permian, rich with lithium potential. North Dakota updates: Field trial ongoing and a $2M government grant secured to support testing. Rapid scale-up: From 1,000 bpd in mid-2024 to 11,500 bpd capacity as of Q1 2025, using a modular system approach. Execution over expansion: Volt is focused on proving consistent, continuous lithium production to meet industrial demand in 2026. Capital position: $6.5M raised in late 2024 and a $2M grant, Volt is fully funded for current execution needs. Path to market: Volt aims to fill the U.S. industrial lithium supply gap ahead of 2028/2029 timelines touted by other developers. Alex also addresses how Volt works with its oilfield partners, how the company plans to monetize its lithium, and what milestones investors can look out for next   If you have any follow up questions for Alex please email me at Fleck@kereport.com.    Click here to visit the Volt Lithium website to learn more about the Company's DLE technology.

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley tackle the global energy landscape, highlighting soaring electricity costs in Europe driven by expensive LNG imports and the political consequences of energy scarcity. They discuss regime shifts, Trump's energy strategies, the flawed hydrogen hub rollout, and the potential end of the Permian oil boom. The duo also critiques the orphan well cleanup funding inefficiencies, explores the looming crisis of aging wind and solar farms, and calls for smarter, market-driven energy policy reforms. Key themes: energy dominance, geopolitical tension, and the cost of going green.Highlights of the Podcast 00:00 - Intro01:31 - Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersWhy the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers04:13 - Trump admin considers killing big energy projects in Dem states07:57 - Norway's Oil Fund to Buy Stakes in Offshore Wind for $1.5 Billion09:28 - Peak Permian Production – Is it near or is it past already?12:17 - Beijing looks to put the brakes on the sale of Hutchison Ports14:27 - New House Bill Axes Renewable Fuel Standard Over Eco Harm And Higher Gas Prices16:24 - Trump halts historic orphaned well-plugging program23:37 - OutroPlease see the links below or articles that we discuss in the podcast.Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersWhy the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of PapersTrump admin considers killing big energy projects in Dem statesNorway's Oil Fund to Buy Stakes in Offshore Wind for $1.5 BillionPeak Permian Production – Is it near or is it past already?Beijing looks to put the brakes on the sale of Hutchison PortsNew House Bill Axes Renewable Fuel Standard Over Eco Harm And Higher Gas PricesTrump halts historic orphaned well-plugging programFollow 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 –

Message us!Join host Catherine Speer for a quick 10-minute episode as she chats with Morgan Hebert, Director of Operations at the Permian Strategic Partnership (PSP). PSP is a coalition of 28 leading energy companies and higher education institutions in the Permian Basin, working with regional leaders to tackle challenges in New Mexico and Texas communities. Tune in to learn how PSP is making a difference in the 22 counties of the Permian Basin in 2025 with their new HERO trucks and more.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy industry updates on the Energy Newsbeat podcast, covering Norway's $1.5 billion investment in offshore wind, rising WTI oil prices driven by geopolitical tensions, and a U.S. federal judge blocking an offshore lease sale over endangered rice's whales. He also explores peak Permian production and challenges in the oil sector, U.S. natural gas consumption records, and the future of LNG exports. The podcast highlights the impact of weather patterns on energy demand and anticipates upcoming political and economic shifts.Highlights of the Podcast00:00 - Intro01:35 - Norway's Oil Fund to Buy Stakes in Offshore Wind for $1.5 Billion03:08 - WTI Soars Nearly 3% on Trump's Russia, Iran Threats04:02 - US federal judge blocks offshore lease sale over impact on Rice's whales06:11 - Peak Permian Production – Is it near or is it past already?09:02 - U.S. natural gas consumption set new winter and summer monthly records in 202410:47 - OutroPlease see the links below or articles that we discuss in the podcast.Norway's Oil Fund to Buy Stakes in Offshore Wind for $1.5 BillionWTI Soars Nearly 3% on Trump's Russia, Iran ThreatsUS federal judge blocks offshore lease sale over impact on Rice's whalesPeak Permian Production – Is it near or is it past already?U.S. natural gas consumption set new winter and summer monthly records in 2024Follow 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 –

Scott Sheffield—oil industry legend or convenient scapegoat? The FTC sure has opinions, and so does Russell Gold. Chuck sits down with the Texas Monthly senior editor to unpack the wild allegations that Sheffield was secretly cozying up to OPEC. Was the guy who helped turn the Permian into an oil superpower really playing both sides, or is this just another case of regulators picking a high-profile target? They dig into Sheffield's legacy at Pioneer, the politics of energy regulation, and why industry leaders always seem to end up in the hot seat. Plus, a look at how Texas Monthly is helping bring the oil world to Hollywood with Taylor Sheridan's new series, *Landman.*Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.Click here to watch a video of this episode. 00:00 - Intro01:05 - Importance of Scott Sheffield Story02:51 - ExxonMobil Acquisition of Pioneer Background04:44 - FTC Investigation of Acquisition06:44 - FTC Press Release & Sheffield's Response12:45 - Price Control Power in Oil Industry15:14 - COVID Impact on Prorating Oil18:28 - Oil Policy Discussions19:20 - Evidence from FTC Investigation23:07 - Scott Sheffield as Political Scapegoat24:44 - Creating Oil and Gas Industry Heroes28:57 - Texas Monthly & Landman Connection29:55 - Boomtown and Landman Insights30:50 - Earthquake Impacts on Oilfields33:10 - Life in the Oilfield33:55 - Issues of Oil Theft35:35 - CSI in the Permian Basin37:20 - Jerry Jones in Oil and Sports40:20 - Episode Wrap-Uphttps://www.instagram.com/digitalwildcattershttps://www.tiktok.com/@digitalwildcattershttps://www.facebook.com/digitalwildcattershttps://www.linkedin.com/company/digitalwildcattershttps://twitter.com/DWildcattershttps://www.youtube.com/@digitalwildcatters

In today's episode, we present DINO DNA with Conor O'Keeffe! This one is about Dimetrodon and Lystrosaurus from Dominion with paleontologist, Caroline Abbott. This one is super interesting as these are both non-dinosaurs from the Permian era, that pre-date the Mesozoic! Find Caroline on Bluesky and Instagram. Sit back, relax and ENJOY this episode of The Jurassic Park Podcast!Please check out my Newsletter featured on Substack! You can sign up for the newsletter featuring the latest from Jurassic Park Podcast and other shows I'm featured on - plus other thoughts and feelings towards film, theme parks and more!FOLLOW USWebsite: https://www.jurassicparkpodcast.com/YouTube: https://www.youtube.com/@JurassicParkPodcastInstagram: https://www.instagram.com/jurassicparkpodcast/Bluesky: https://bsky.app/profile/jurassicparkpod.bsky.socialThreads: https://www.threads.net/@jurassicparkpodcastFacebook: https://www.facebook.com/jurassicparkpodcastApple Podcasts: https://apple.co/2VAITXfSpotify:  https://spoti.fi/2Gfl41TDon't forget to give our voicemail line a call at 732-825-7763!Catch us on YouTube with Wednesday night LIVE STREAMS, Toy Hunts, Toy Unboxing and Reviews, Theme Park trips, Jurassic Discussion, Analysis and so much more.

From April 27, 2021. The biggest mass extinction event on Earth occurred at the end of the Permian period, resulting in the extinction of 95% of marine life and 80% of terrestrial life. Now, scientists have found that the terrestrial portion of the event lasted nearly ten times as long as the ocean version. Plus, a spaghettified star, the search for Moon Trees, all about Mars, and new works on dark matter and dark energy.   We've added a new way to donate to 365 Days of Astronomy to support editing, hosting, and production costs.  Just visit: https://www.patreon.com/365DaysOfAstronomy and donate as much as you can! Share the podcast with your friends and send the Patreon link to them too!  Every bit helps! Thank you! ------------------------------------ Do go visit http://www.redbubble.com/people/CosmoQuestX/shop for cool Astronomy Cast and CosmoQuest t-shirts, coffee mugs and other awesomeness! http://cosmoquest.org/Donate This show is made possible through your donations.  Thank you! (Haven't donated? It's not too late! Just click!) ------------------------------------ The 365 Days of Astronomy Podcast is produced by the Planetary Science Institute. http://www.psi.edu Visit us on the web at 365DaysOfAstronomy.org or email us at info@365DaysOfAstronomy.org.

PREVIEW: THE GREAT DYING: Hotel Mars conversation with colleague David Livingston as we welcome paleoclimatologist Alexander Farnsworth of the University of Bristol to guide us through the research article he and his colleagues posted re the "end-Permian mass extinction," aka the Great Dying, when 80% of Marine Life and two-thirds of Terrestrial Life died off. Why? How? And can it happen again? More soon. 1911 Columbian Museum