Podcasts about Permian Basin

https://youtu.be/BV-3gt0wfsk Recorded: Tuesday, May 12, 2026 In Episode 158 of the PetroNerds Podcast, Trisha Curtis, host of the PetroNerds Podcast and CEO of PetroNerdstakes, was on stage at the Society of Petroleum Engineers meeting at the Petroleum Club of Midland, Texas, for a wide-ranging discussion on oil markets, geopolitics, energy security, and the future of U.S. shale. Recorded amid escalating tensions in the Middle East and renewed volatility in global energy markets, Trisha examines how rapidly evolving geopolitical events have exposed the gap between market sentiment and the realities of physical oil. Just months before oil prices surged back toward triple digits, many analysts and industry participants were focused on oversupply concerns, weak demand forecasts, and bearish outlooks for the energy sector. Drawing on decades of market analysis, Trisha explains why investors, policymakers, and energy executives must remain humble when forecasting commodity markets and why understanding physical energy infrastructure matters more than ever. Key Takeaways Oil markets entered 2026 with geopolitical risk significantly underpriced. Iran's production and exports remain more important to global supply balances than many analysts recognized. China's stockpiling strategy and refining capacity are critical variables in understanding global oil demand. The Strait of Hormuz remains vital, but alternative export infrastructure is reducing some chokepoint risk. Russia's energy sector has demonstrated greater resilience than many forecasts anticipated. Coal continues to play a foundational role in global energy security. Reliable power generation and grid infrastructure will become increasingly important as electricity demand rises. U.S. energy dominance remains a major competitive advantage for the American economy. The Permian Basin continues to outperform expectations through innovation and productivity gains. LNG exports and natural gas infrastructure are becoming increasingly important to global energy security. Iran, China, and the Geopolitics of Oil A major focus of the discussion centers on Iran's role in global oil markets and the strategic relationship between Iranian crude exports and Chinese demand. Trisha explores how sanctioned barrels from Iran, Russia, and Venezuela contributed to perceptions of oversupply in global markets while simultaneously masking growing geopolitical risk. She argues that many market participants underestimated both the scale of Iranian production and China's willingness to continue purchasing discounted crude. The conversation also examines the strategic importance of the Strait of Hormuz, one of the world's most critical energy chokepoints. While the strait remains essential to global oil flows, Trisha highlights how Saudi Arabia and the United Arab Emirates have invested heavily in alternative export infrastructure, including pipelines to Yanbu and Fujairah, reducing some of the region's vulnerability during times of conflict. Why China Is the Most Important Energy Story in the World One of the central themes of the presentation is China's long-term energy security strategy. Trisha argues that understanding China is essential to understanding today's oil market. Beyond demand growth, China has spent years building strategic crude inventories, expanding refining capacity, increasing domestic production, and investing in power generation infrastructure designed to strengthen national resilience. She suggests that much of China's apparent oil demand growth may actually reflect large-scale stockpiling efforts, creating significant uncertainty around traditional demand estimates. Combined with China's continued reliance on coal, expanding electricity generation, and focus on industrial competitiveness, these policies reveal a country preparing for long-term strategic challenges rather than short-term market fluctuations. Energy Transition Narratives Meet Reality The discussion also tackles broader energy policy debates, including the role of coal, natural gas, renewables, and electricity markets. Trisha challenges many prevailing energy-transition assumptions, arguing that energy security and reliability remain the foundation of economic growth and national security. She points to China's continued expansion of coal-fired generation alongside renewable development as evidence that reliable baseload power remains indispensable. The conversation explores how rising electricity demand from artificial intelligence, data centers, manufacturing, and electrification is creating new pressures on power grids throughout the United States and Europe. According to Trisha, years of underinvestment in dispatchable generation, transmission infrastructure, and permitting reform have created vulnerabilities that policymakers can no longer ignore. The Resilience of U.S. Shale The episode concludes with an in-depth assessment of the U.S. shale industry and the future of American energy production. Despite recurring claims that U.S. shale growth has peaked, Trisha highlights continued productivity improvements across the Permian Basin, including longer laterals, stronger completion techniques, and operational efficiencies that continue to surprise forecasters. She also discusses the growing importance of natural gas infrastructure, LNG exports, and pipeline takeaway capacity as critical components of America's energy future. While constraints remain, particularly in natural gas transportation, Trisha argues that the U.S. oil and gas sector remains one of the country's greatest strategic advantages. Whether you're an energy executive, investor, policymaker, or industry professional, this episode offers a timely and data-driven examination of the forces shaping oil markets, power systems, and global energy security in an increasingly uncertain world.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan covers President Trump's claim that peace with Iran is nearly complete, while warning that the latest proposal from Tehran appears to offer little more than a temporary extension of the ceasefire, continued Iranian control of the Strait of Hormuz, lifted sanctions, reparations, and no clear end to Iran's nuclear ambitions. He also highlights better news from the energy front, including progress on a UAE pipeline that could bypass the Strait of Hormuz and a record-breaking U.S. oil lease auction in New Mexico's Permian Basin. Bryan then turns to new reporting on the early war plan involving former Iranian President Mahmoud Ahmadinejad, calling the idea deeply troubling if true, before unpacking the latest fallout from the San Diego Islamic Center shooting and the uncomfortable revelations about one of the deceased guards' support for Hitler and anti-Jewish rhetoric. Plus, Bryan covers a major Deep State leak case, as FBI Director Kash Patel charges a Democrat DOJ lawyer accused of sending sealed Jack Smith investigation documents to her personal email under fake recipe names. He closes with a sobering reflection on House Democrat Leader Hakeem Jeffries' statement that Democrats must not only defeat MAGA voters electorally but "break their spirits," arguing that the modern political fight is becoming something deeper, darker, and spiritual in nature.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Trump Iran peace deal 2026 Strait of Hormuz ceasefire, Iran peace proposal sanctions reparations nuclear program, Netanyahu Trump Iran deal tension Israel, UAE oil pipeline Gulf of Oman Hormuz bypass, Permian Basin New Mexico oil lease auction 2026, Ahmadinejad Iran leadership plan Trump Netanyahu report, San Diego Islamic Center shooting Hitler anti Jewish guard, Deep State leak case Carmen Lineberger Jack Smith documents, Kash Patel FBI DOJ lawyer indictment, Hakeem Jeffries break MAGA spirits Democrats spiritual warfare, Bryan Dean Wright podcast, The Wright Report

None of us can live without water for more than three days and yet we take it so for granted. Listen in as Talbott Howard talks with Bernadette Fiaschetti about what if water is the real starting point of our health, our agriculture, and even our energy systems. Talbott Howard is president, co-inventor, and director of Electro-Aeration Inc., based in Germantown, Tennessee. With more than two decades of experience across oil & gas, agriculture, and environmental technologies, Talbott has taken innovations out of the lab and into real-world deployment - from the Permian Basin to livestock systems and disaster response environments.His work focuses on a bold idea: that fixing water at the source can improve food, health, and even econnomic outcomes - without chemicals.Visit Talbott to learn more at: www.Mag-Water.com

Kenneth Knott didn't set out to become a landman. His engineering plans got derailed by the 1985 downturn, a friend pulled him into petroleum land management at UL Lafayette, and an ARCO internship hooked him for life. Thirty-nine years later, he just wrapped up a career that included over 25 years at SM Energy, billions in transactions, and a leadership style that kept landmen with him for decades.Brent sits down with Kenneth for a Legacy Series conversation on what longevity in land actually requires. They cover surviving downturns, building team cultures where servant leadership is lived, not just talked, the mentors who shaped him, what separates good landmen from great ones, and his honest take on what AI means for the next generation of land professionals.Key Topics & Timestamps00:45 - Episode & Guest Intro03:10 - How Kenneth Became A Landman07:44 - Surviving Downturns And Longevity10:25 - Leadership Culture And Team Building17:13 - Big Lessons, Deals, and Mentors29:31 - The Mentors Behind Kenneth Knott38:19 - What Makes A Great Landman49:06 - Retirement Reflections And Next GenMemorable Quotes"Our goal is not to make you one of the best landmen. Our goal is to make you one of the best oil and gas professionals." — KennethKey TakeawaysServant leadership has to be lived, not just talked. Talking about servant values doesn't move the needle. Build the culture by aligning every hire on values, treating mistakes as lessons, and making the person next to you better every day.Control what you can, accept what you can't, and keep grinding. Surviving downturns in land work isn't about predicting cycles. It's about your work ethic, your willingness to do what others won't, and your focus on what's actually in your hands.Hire for values first, skills second. SM Energy's culture didn't happen by accident. Recruiting was deliberate about finding people who shared the values, because alignment is what lets you have hard conversations when things get rough.Aim to build great oil and gas professionals, not just great landmen. The best landmen understand the breadth of the business. Get curious in engineering, accounting, and marketing meetings. Over the long run, that's what separates the great from the merely competent.Internal networking beats external networking for deal-making. Knowing who to call inside your own company turns regular deals into great ones. The dumb question to a counterpart in another department is often the difference between a clean close and a problem nobody saw coming.AI is a force multiplier, but it can't replace technical foundation. The next generation of landmen has speed, curiosity, and access to tools landmen never had. The risk is taking AI output at face value without the technical baseline to QC it.About Our GuestKenneth Knott is a 39-year veteran of the oil and gas land business and the recently retired Vice President of Land and Business Development at SM Energy, where he spent more than 25 years. He started his career at ARCO and Vastar before joining SM Energy (formerly St. Mary Land & Exploration), and oversaw billions in transactions, including SM's repositioning out of the Rockies and into the Permian Basin with the QStar, Rock Oil, and Laredo acquisitions. Known industry-wide as "KK," he built a reputation for cultivating long-tenured land teams through a servant-leadership culture rooted in Louisiana grit and decades of field experience.Help us improve our podcast! Share your thoughts in our quick survey.Resources⁠PBLA ⁠(Permian Basin Landmen's Association)⁠Texas Tech University Energy Commerce Program⁠Need Help With A Project? ⁠Meet With Dudley⁠Need Help with Staffing? Connect with ⁠Dudley Staffing⁠Streamline Your Title Process with ⁠Dudley Select Title⁠Watch On ⁠YouTube⁠Follow Dudley Land Co. On ⁠LinkedIn⁠Have Questions? ⁠Email us⁠More From Our GuestsKenneth Knott on LinkedInMore from Our Hosts⁠Brent⁠ on LinkedInKhalil ⁠on LinkedIn

Live from the exhibit floor of the Williston Basin Petroleum Conference in beautiful Bismarck, North Dakota, this episode kicks off a massive three-day broadcast celebrating 75 years of the historic Bakken play. Host Scott Hennen balances his jet lag from a recent trip to Norway with full-throttle interviews featuring the absolute heaviest hitters in global energy, aerospace technology, and state legislation.   First, Bernie Bourgeois from Chevron details the multi-billion-dollar acquisition of Hess and breaks down how cutting-edge "chemical EOR" literally washes subterranean rock to maximize American energy prosperity. Then, legendary local public servant Lynn Helms uses a pizza analogy to explain why the U.S. is barely on "first base" when it comes to oil recovery. State Representative Mike Nathy takes us inside the legislative trenches to expose the real economic data surrounding data centers and look ahead to a critical upcoming Republican primary. Finally, we talk to UND aviation graduate Grayson Miller about real-world life-and-death drone warfare, tracking how elite Ukrainian "Spider Web" drone swarms managed to set the Russian military back by multiple decades.   Standout Moments & Timestamps [43:00] Squeezing the Shale: Bernie Bourgeois from Chevron explains the global integrated brand's massive production footprint, moving four million barrels of oil a day around the world.   [43:42] Washing the Subterranean Stone: Bourgeois delivers a fascinating technical breakdown of Chemical Enhanced Oil Recovery (EOR), detailing how specialized solvents act just like hand soap to alter rock characteristics and make oil more "slippery".   [44:11] Unconventional Permeability: A masterclass in geology as Bernie describes tight rock unconventional formations, explaining that the microscopic pore spaces in shale are less permeable than a kitchen granite countertop.   [44:31] The Emerging Argentine Frontier: Chevron's shale general manager maps out the world's top shale assets, crowning West Texas's Permian Basin a behemoth while identifying Argentina as the next massive global resource destination.   [45:34] Seven Slices of Pizza: Former Director of Mineral Resources Lynn Helms stuns the hosts by revealing that current technology has only extracted a meager 15% of the oil trapped in the Bakken and Three Forks formations—declaring that nobody would buy a pizza, eat one slice, and throw the rest away.   [45:54] Geological Records vs. Extinction Climate: Helms cuts through standard political rhetoric to discuss real geological history, noting that the Earth's climate has constantly shifted across millennia and tracking how special interest groups managed to weaponize the education…

Texas produces roughly 43% of all U.S. crude oil and 30% of our natural gas. So why does the global market still dictate our prices? We're here with the answers. On this episode of TXOGA Talks, we're taking a deep dive into the energy questions on everyone's mind. From the stability of the Permian Basin to the truth about energy exports, tune in for the insight you need to understand today's energy landscape and the power that powers our modern way of life.

Zak Mir talks to Dr Tom Becker, President & CEO, Iofina, in the wake of the specialists in the exploration and production of iodine and manufacturers of speciality chemical products, announcing its audited full-year results for the 12 months to 31 December 2025. This included another record year: Production up 17%, Revenue up 22% and Adjusted EBITDA up 56%.Iofina has been quietly doing the hard yards for years, and the market is now starting to pay attention.Following its audited full-year 2025 results, the specialist iodine producer and chemical products business reported another record year, with production up 17%, revenue up 22% and adjusted EBITDA up 56%. That is the headline. The more interesting story sits underneath it: a company that has executed a very specific growth plan, built capacity at pace, and is now looking to accelerate again.At the centre of that story is a simple idea. Iofina operates in a niche market, but one with critical end uses, steady demand, and room for disciplined expansion. For a business still valued at under £100 million, that combination is understandably beginning to attract attention.Iodine is niche, but it matters more than most people realiseIodine is not a commodity that gets discussed every day, yet it plays an essential role in a surprisingly wide range of industries. The global market is relatively small at around 40,000 metric tonnes, but demand is underpinned by applications that are difficult to replace.The single biggest end market is human healthcare. In particular, iodine is heavily used in x-ray contrast media drugs. These are the agents used in CT scans and certain x-ray procedures when doctors need clearer imaging. That application alone accounts for roughly 38% of the market.Beyond that, iodine shows up in many places people barely think about: Disinfectants, including the familiar brown antiseptic used on cuts and before surgery LCD screens, where iodine-based polarising film is used Nutrition, because iodine is needed in the diet to support thyroid function Pharmaceuticals and biocides, where it serves a range of specialised purposes So while iodine may be a niche market, it is tied to healthcare, technology and industrial applications that give it resilience. That is a useful backdrop for any producer looking to grow production over time.How Iofina produces iodineIofina's model is one of the more interesting parts of the business. Rather than mining iodine in the traditional sense, the company extracts it from briny water produced by the oil and gas industry.This water is effectively a co-product, or waste stream, from oil and gas operations. In the right areas, it contains iodine in concentrations that can be extracted economically. Iofina builds plants to process that brine and recover the iodine.At present, the company has eight iodine plants in operation, all located in Oklahoma. A ninth plant is under construction in the Permian Basin, spanning southwest Texas and southeast New Mexico, which is one of the most significant oil and gas regions in the world.That approach gives the company a clear link between operational execution and growth. If it can continue identifying suitable brine streams and building plants at an attractive return, production can keep climbing.From 500 metric tonnes to 1,000 metric tonnesOver the last four to five years, Iofina has roughly doubled its production profile.The business was producing about 500 metric tonnes several years ago. Once the Permian plant comes online, management expects that to rise to around 1,000 metric tonnes.That is not a theoretical target. It has come from a concrete build-out programme: Three plants built in three years A fourth, larger plant making it effectively four plants in four years A balance sheet that has remained in sound shape while growth has been funded by reinvesting profitability back into the business This matters because scaling production is often where smaller resource and speciality chemical companies stumble. Capital can become stretched, timelines can slip, and growth stories can get ahead of operating reality. What stands out here is that management's strategy has been rooted in repeatable execution.As Dr Tom Becker put it, the company has had a specific goal of increasing iodine production in a market that continues to grow, and the team has delivered against that plan.The next goal: 2,000 metric tonnes in the next few yearsReaching 1,000 metric tonnes is not being treated as the finish line. It is being treated as the foundation for the next stage.The vision now is to move towards 2,000 metric tonnes over the next few years. To get there, Iofina is looking to increase the pace of plant development. In other words, not just building one plant a year, but building more frequently where the economics support it.The Permian Basin project is a good illustration of that next phase. It is expected to produce around 200 metric tonnes once fully online, making it a larger opportunity than some of the company's previous builds.If the company can continue replicating that model, its standing within the global iodine market changes meaningfully.Why scale matters in the global iodine marketAt current levels, Iofina accounts for about 2.5% of global iodine production. Management sees a realistic path towards roughly 5% over the next number of years.That may not sound dramatic at first glance, but in a market of this size and specialisation, it is significant. Moving from a 2.5% player to something closer to 5% changes how the company is perceived by customers, suppliers and the wider market.

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

In this episode, host Daniel Raimi talks with Deborah Gordon, a senior principal at the Rocky Mountain Institute and senior fellow at the Watson School of International and Public Affairs at Brown University. Together, they discuss the hit television show “Landman,” which exposes an up-close view of working and living in the oil and gas industry. “Landman” portrays some of the major risks and complications that arise when working for an oil company in the Permian Basin of Texas: injuries, accidents, contaminants, reckoning with automation and climate change, and more. Gordon pulls from her expertise to separate the “frack” from the fiction of working in oil and gas. She also expands on the future-facing questions of the fossil fuel industry and its role in shaping society and addressing climate change. With a third season on the way, Gordon and Raimi riff on some ideas for what the next plotline in “Landman” could be, and the off-screen realities for the oil and gas industry. References and recommendations: “Landman” television show; https://www.paramountplus.com/shows/landman/ “There Will Be Blood” film; https://en.wikipedia.org/wiki/There_Will_Be_Blood “Argo” film; https://en.wikipedia.org/wiki/Argo_(2012_film) “Dallas” television show; https://en.wikipedia.org/wiki/Dallas_(TV_series) “Private Empire” by Steve Coll; https://www.penguinrandomhouse.com/books/303537/private-empire-by-steve-coll/ “Lessons of Darkness” documentary film; https://en.wikipedia.org/wiki/Lessons_of_Darkness Subscribe to stay up to date on podcast episodes, news, and research from Resources for the Future: https://www.rff.org/subscribe/

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Bot Auto's fully autonomous commercial run from Houston to Dallas, Aurora's expanded partnership with Hirschbach, and Uber's CTO publicly criticizing Waymo on X over safety.With Bot Auto completing a 231 mile commercial paid run with no human in the cab, no safety driver, and no observer, the conversation evolves into a deeper discussion around the imminent Waymo robotaxi moment for autonomous trucking, with Kodiak operating fully autonomous in the Permian Basin and Aurora announcing a non-binding 500 truck MOU with Hirschbach representing roughly 15 percent of the carrier's fleet.While in Houston, Grayson conducted field work riding in a Tesla Unsupervised Robotaxi in the Cypress neighborhood, where he counted 24 robotaxis staged for launch at the Tesla service center, while observing that both the Tesla and Waymo vehicles drove aggressively in a similar manner to Houstonians.More signs emerged this week of the deteriorating relationship between Waymo and Uber as the CTO of Uber made a post on X accusing a Waymo of an aggressive maneuver against a Muni bus in San Francisco, a rare public criticism from a partner in a public forum, reinforcing the deteriorating relationship that appears to be on the verge of a divorce.On the Foreign Autonomy Desk, Grayson and Walt discuss China suspending new autonomous vehicle permits following the Baidu Apollo Go incident in Wuhan where 200 robotaxis simultaneously froze on March 31st, and WeRide's partnership with Lenovo to deploy 200,000 robotaxis over the next five years against a current fleet of 1,125 vehicles.Episode Chapters00:00 Field Work: Bot Auto Launches Fully Autonomous Commercial Service05:42 Aurora's Expanded Partnership with Hirschbach08:53 Congressman Ro Khanna's Anti-Autonomy Stance11:18 Uber and Hertz Partner for Robotaxi Fleet Servicing18:40 Avomo, Moove, and Uber's Fragmented Autonomy Strategy20:07 Uber CTO Publicly Criticizes Waymo on X24:13 Waymo's Next City: Cincinnati or Kansas City?27:30 Tesla Unsupervised Robotaxi in Houston34:37 China Suspends New Autonomous Vehicle Permits39:14 WeRide and Lenovo to Deploy 200,000 Robotaxis40:54 Next Week--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Iofina Plc. CEO Thomas Becker joined Steve Darling from Proactive to discuss the company's latest financial performance, highlighting a series of record-breaking results in its audited full-year report for the period ending December 2025. Becker outlined that the company delivered another standout year, reporting revenue of $66.5 million—an increase of 22% year-over-year—marking its eighth consecutive year of sustained growth. He attributed much of this momentum to strong operational performance across its core iodine business, with crystalline iodine sales surging by 42%, while iodine derivatives sales posted a solid 5% increase. This top-line growth translated into significant profitability gains. Gross profit rose 36% to $18.0 million, supported by improved efficiencies and favourable pricing. Adjusted EBITDA saw an even sharper rise of 56%, reflecting strong operational leverage, while operating profit climbed 74%. Profit before tax reached $8.4 million, representing a 75% increase compared to the previous year, underscoring the company's ability to convert revenue growth into bottom-line performance. Looking ahead, Becker emphasized Iofina's strategic focus on scaling its production footprint. A key component of this plan is the company's expansion into the Permian Basin, where it is developing a larger-scale IOsorb® plant. This move represents the next phase in Iofina's transformational growth strategy, shifting toward fewer but significantly larger facilities designed to enhance efficiencies and boost overall output. He noted that this transition to larger-scale plants is expected to materially increase production capacity while lowering unit costs, positioning the company for continued margin expansion and long-term growth. Momentum has carried into 2026, with the company reporting a strong start to the year. As a result, Iofina has raised the top end of its first-half 2026 production guidance and now expects output to reach approximately 385 metric tonnes. Becker added that the company has a clear near-term pathway to surpass 1,000 metric tonnes of annual production, with longer-term plans to exceed 2,000 metric tonnes through the continued rollout of larger-scale IOsorb® facilities. #proactiveinvestors #iofinaplc #aim #iof #iodine #permianbasin #crystallineiodine #ChemicalIndustry #FinancialResults #RevenueGrowth #EBITDA #ProfitGrowth #PermianBasin #IOsorb #IndustrialChemicals #ProductionGrowth #EnergyChemicals #MarketExpansion #OperationalEfficiency #BusinessGrowth

PODCAST LAS NOTICIAS CON CALLE DE 29 DE ABRIL DE 2026 - Se perdió el dinero de Isla Ratones y su reconstrucción - Primera Hora Petróleo sube a 103 el de USA y 115 el Brent Senado investigará fondos de ASES - El Vocero PR ya pagó el auspicio a Miss Universe para que se haga en PR y terminó siendo 8.7 millones - El Vocero Gobernadora dice que no hay delito en caso de la secretaria de la Familia - El Nuevo DíaNormal el pago a muertos en el Cupones - El Nuevo Día No hay garantías de que se termine la canalización del Río Piedras - El Nuevo Día La Junta paraliza el aumento de sueldo a enfermeras - El Nuevo Día Quitarían congresista boricua en Florida - El Nuevo Día Eliminan querella contra Héctor Vázquez Muñiz - El Nuevo Día Trump mantiene el bloqueo naval contra Irán y oil sigue subiendo - WSJ Brent subió otra vez (+2.8%) y un analista de Kpler dice que si esto sigue, puede llegar a $125 el barrilCaso Politank: Mellado confirma que va a Justicia - Noticentro Republicanos  están preparando una propuesta para recortar el impuesto a capital gains lo cual quita atractivo de la ley 22 en PR - Bloomberg UPR afecta la beca Pell dice la presidenta ante huelga - Primera Hora Investigación del Senado contra secretaria de la familia - El Vocero Sagardía entrega info contributiva y dice que confía en el Senado - El Vocero 5 de mayo comienza nueva tarifa de lanchas de Vieques/Culebra - El Vocero Estados Unidos quiere destruir el petróleo de Irán para obligarlos a negociar - Oil Price Big Tech reporta hoy si hay funcionado los 600 billones invertidos en tech y Ai - Economist Musk vs. Altman: arranca el juicio del añoOtra vez acusan a ex jefe del FBI ahora por desear la muerte a Trump - Polymarket Hoy Powell preside su última reunión del FedEn el Permian Basin de Texas, los productores literalmente pagan a los compradores para que se lleven el gas natural — los precios están en territorio negativo. Hay tanto gas que la tubería no da abasto. Mientras tanto, en Asia y Europa, países están racionando combustible por la guerra de Irán. EE.UU. flotando en gas que no puede mover, y el resto del mundo pagando precios récord. Es la imagen más perfecta del 2026: la abundancia atrapada al lado de la escasez global - Bloomberg Oye, se acerca otra temporada de regalos con el Día de las Madres… y te la voy a poner fácil. En T-Mobile tienes todo en un mismo lugar: teléfonos, tablets, smartwatches y accesorios. ¿Y lo mejor? Ni tienes que salir de tu casa. Lo pides desde el app de T-Life o llamando al 1-800-TMOBILE. Y si quieres sacarle más provecho, te cambias o activas una línea nueva y aprovechas las ofertas que tienen corriendo. Porque regalar bien no es gastar más… es saber dónde buscar. Entra hoy a T-Life o llama al 1-800-TMOBILE y resuelve ese regalo hoy mismo.LOS DATOS DEL DÍA• Brent crudo: $111.26/barril (+2.8%) — quinto día consecutivo al alza• WTI crudo: $103.36/barril (+3.4%)• Diésel mayorista (EE.UU.): ~$3.96/galón• S&P 500: 7,138.80 (-0.4%)• Dow Jones: 49,141.93 (-0.05%)• Bono 10Y del Tesoro: 4.35%• Euro/USD: 1.1698 (-0.20%)• Gas natural (Henry Hub): ~$5.10/MMBtu — pero en el Permian sigue NEGATIVO (productores pagando para que se lo lleven)• Tasa hipotecaria 30Y: 6.35%Incluye auspicio

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's dedicated Supercharger build-out for Robotaxi in Arizona, Kodiak's autonomous trucking operations in the Permian Basin, and Mobileye's defensive posture on their Q1 earnings call.With Tesla launching unsupervised robotaxis in Dallas and Houston this week, the conversation evolves into a deeper discussion around newly filed permits for 56 dedicated, non-public V4 Superchargers in Chandler, Arizona, and a second private charging depot in Mesa, signaling Tesla is building dedicated Robotaxi infrastructure as the original 12-market scale plan slips into Q3.Out in the Permian Basin, Grayson conducted field work with Kodiak and Atlas Energy Solutions, inspected the depot, and watched fully autonomous trucks operate off-road in the middle of the oil fields, picking up sand at the end of the 40-mile Dune Express sand conveyor.During Mobileye's Q1 2026 earnings call, when asked about their autonomous driving partnerships, the tone turned defensive on Volkswagen's longer-term commitment and the emerging competitive threat of NVIDIA's growing ambitions.On the Foreign Autonomy Desk, Grayson and Walt discuss Huawei's $11.7 billion continued commitment to autonomous driving on the mainland and Pony.ai's plan to operate more than 3,000 robotaxis across 20 cities globally by the end of 2026, with over half deployed outside mainland China.Episode Chapters00:00 Permian Basin Field Work: Kodiak & Atlas Energy Solutions08:51 Tesla Launches Unsupervised Robotaxi in Dallas and Houston13:16 Tesla's Dedicated Robotaxi Superchargers in Arizona15:38 AUTNMY AI16:45 Avride's 200 Vehicles19:19 A Tale of Two SPACs, PlusAI & Einride20:45 Zoox Expands Testing to Miami and Las Vegas Airport23:55 Mobileye Goes on Autonomy Defense32:22 Foreign Autonomy Desk34:24 Next Week--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Industrial water professionals often think about water in terms of treatment, compliance, reuse, and operational risk. John Durand brings a different but closely connected view: water as infrastructure, water as a managed resource, and water as a strategic part of energy development.  John Durand, one of the early pioneers of the water midstream sector and CEO of Magnificent Desolation, LLC, joins Trace Blackmore to explain how produced water moved from a disposal challenge to a large-scale infrastructure opportunity.  From Disposal Model to Managed Resource  John describes how the growth of horizontal drilling changed the scale of water management in the Permian Basin. A vertical well once used a fraction of the water required for today's horizontal wells, creating a need for pipelines, reuse systems, recycling strategies, and long-term infrastructure planning.  He explains that the water midstream sector emerged because the old approach—trucking water or simply sending it to disposal—could not keep pace with the volume. Today, the conversation has shifted toward produced water reuse, recycling, and the search for beneficial uses outside of oil and gas.  Produced Water, Salinity, and Future Use  John notes that produced water can carry very high salinity, sometimes many times higher than seawater. That creates treatment challenges, especially when thinking beyond oilfield reuse and toward broader industrial applications.  He also points to future opportunities for produced water in data centers, electric generation, cooling applications, and possibly other beneficial reuse pathways. The key message is clear: water once treated as waste may become an important resource if the industry continues to innovate responsibly.  Infrastructure, Trust, and Public-Private Partnerships  Beyond pipelines and treatment, John emphasizes the role of relationships. He shares examples from Midland and Odessa, where long-term water supply arrangements and wastewater treatment infrastructure created value for both communities and industry.  For water professionals, the lesson extends beyond oilfield water. Large infrastructure projects require technical expertise, capital, public trust, and long-term credibility. John's experience shows that durable solutions depend as much on trust and collaboration as they do on engineering.  Staying Curious in a Changing Industry  John closes with a practical leadership reminder: stay curious, ask better questions, and keep learning. Whether the topic is produced water, AI, energy independence, or infrastructure, he encourages professionals to dig deeper and continue expanding their understanding.  Listen to the full conversation above. Explore related episodes below. Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps  02:50 — Trace introduces the episode's central topic: the water midstream sector and how produced water is becoming a true asset instead of only a waste stream 06:31 — John Durand joins the conversation as one of the early pioneers of the water midstream sector and CEO of Magnificent Desolation 07:01 — John introduces his 41-year career in the energy business, his Louisiana roots, and his lifelong connection to oil and gas 08:08 — John explains the origin of the name Magnificent Desolation and its connection to Buzz Aldrin's words after walking on the moon 10:15 — John shares how lifelong curiosity, including reading an entire set of encyclopedias at age 12, shaped his career and learning mindset 11:28 — John walks through his energy career, from upstream oil and gas to natural gas marketing, power generation, conventional midstream, and eventually water midstream 14:22 — John explains how a call about water being "a big deal in the future" led him into Pioneer Natural Resources and large-scale water infrastructure 15:29 — John describes how the water midstream sector emerged as Pioneer built infrastructure to move water across a large acreage position 16:21 — John explains why horizontal drilling and hydraulic fracturing changed the scale of water demand and produced water management in the Permian Basin 17:39 — Trace asks John to define the water midstream sector, setting up a practical explanation of acquisition, movement, reuse, recycling, and disposal 19:57 — John addresses a common misconception about water midstream: the industry is moving beyond disposal toward reuse, recycling, and beneficial use 23:08 — John explains how the industry learned to manage massive water volumes through infrastructure, collaboration, and private capital investment 25:25 — John discusses produced water treatment considerations, including heavy metals, high salinity, desalination, and waste-product management 27:56 — John defines upstream, midstream, and downstream so listeners can understand how water midstream fits into the broader energy sector 30:09 — John explains why relationships matter in water midstream, especially when developing long-term projects and public-private partnerships 31:24 — John shares examples from Midland and Odessa, where municipal wastewater arrangements created long-term value for both communities and industry 34:31 — John explains why trust is the foundation of lasting relationships and how completed projects can create credibility for future opportunities 38:26 — John reflects on when he realized the water midstream sector was becoming durable and strategically important as private capital entered the space 40:03 — John looks ahead to the future of water midstream, including beneficial reuse, data centers, electric generation, and regional water infrastructure.  44:15 — John discusses how the geopolitical environment affects energy, water management, infrastructure, and U.S. energy independence.  01:04:02 — Words of Water with James McDonald   Quotes "I have always been a very curious individual."  "It was produced water and freshwater."  "The misconception is oil-filled water, and the midstream water industry is just handling waste."  "It's really relationships and how you create and develop those relationships."  "Once you develop that trust over time, that's what it comes down to."  "The future really is into that term that you're going to hear a lot more of, and that's beneficial reuse."  "Be curious, stay curious, ask the right questions, be bold."    Connect with John Durand  Phone: (214) 232-4953  Email: Johnrdurand19@gmail.com  Website: 6th Annual Oilfield Water Markets Conference - Oilfield Water Connection   News & Events for Oilfield Water Management - Oilfield Water Connection   LinkedIn: John Durand | LinkedIn     Guest Resources Mentioned   Oilfield Water Connection 6th Annual Oilfield Water Markets Conference - Oilfield Water Connection  Texas Alliance of Energy Producers Produced Water Society Inc  When Pride Still Mattered:  A Life of Vince Lombardi by David Maraniss  The Shadow of War: A Novel of the Cuban Missile Crisis by Jeff Shaara  Britannica's Permian Basin   Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind   Words of Water with James McDonald Today's definition is the cloudiness or haziness of water caused by suspended particles that scatter light.  Do you know the word or phrase?    2026 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

Kelly Smith, Lead Systems Engineer for Autonomy, Kodiak Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss deploying autonomous trucks at NASA speed.Drawing on 13 years of experience engineering autonomy systems at NASA, including guidance software for the Orion spacecraft that flew to the moon and back on Artemis II, Kelly is applying aerospace-grade safety discipline to the deployment of autonomous trucks at Kodiak.NASA's approach to safety-critical software, including Class A flight software standards, probabilistic risk assessment, redundant flight computers, and dissimilar backup systems, is the same discipline Kodiak is applying to its autonomous operations in the Permian Basin and to its over-the-road deployment on the Dallas Fort-Worth to Atlanta lane.Using a tool called Breakpoint to surface rare, high-consequence failure modes, Kodiak is continuously updating its risk model to responsibly burn down risk and safely scale autonomous trucking.Episode Chapters0:00 AUTNMY AI0:37 13 Years of Autonomy at NASA2:50 Space Latency04:12 Returning to the Moon06:09 Orion's Autonomy Stack10:25 NASA's Mission-Critical Software15:16 Reentry19:35 Fully Autonomous Space Operations24:43 Bringing NASA Rigor to Kodiak28:49 Deploying Autonomous Trucks in the Permian37:06 The Future of Mission-Critical Engineering--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Share your Field Stories!Welcome back to Environmental Professionals Radio, Connecting the Environmental Professionals Community Through Conversation, with your hosts Laura Thorne and Nic Frederick! On today's episode, we talk with Melissa Troutman, award-winning journalist and filmmaker about Oil and Gas industry, Investigative Journalism, and the Permian Basin.  Read her full bio below.Help us continue to create great content! If you'd like to sponsor a future episode hit the support podcast button or visit www.environmentalprofessionalsradio.com/sponsor-form Showtimes: Time - NAEP Member ShoutoutsTime - Nic and Laura dive into marketing yourselfTime - Interview startsTime - Time - Please be sure to ✔️subscribe, ⭐rate and ✍review. This podcast is produced by the National Association of Environmental Professions (NAEP). Check out all the NAEP has to offer at NAEP.org.Connect with Melissa Troutman at https://www.linkedin.com/in/melissa-troutman-28234056/Guest Bio:Melissa Troutman is an award-winning journalist, filmmaker, and environmental policy advocate. In 2011, Melissa co-founded the investigative newsroom Public Herald and in 2019 received a Community Sentinel Award honoring her dedication and support for communities and ecosystems in oil and gas regions. After more than a decade investigating corruption and collusion in the oilfields of Pennsylvania, Melissa turned to policymaking in the highest yielding oil and gas extraction zones across the United States. Since 2022, she has served as Climate and Health Advocate for WildEarth Guardians with a focus on energy development in New Mexico and Colorado.Music CreditsIntro: Givin Me Eyes by Grace MesaOutro: Never Ending Soul Groove by Mattijs MullerSupport the showThanks for listening! A new episode drops every Friday. Like, share, subscribe, and/or sponsor to help support the continuation of the show. You can find us on Twitter, Facebook, YouTube, and all your favorite podcast players. 

Iofina PLC (AIM:IOF, OTC:IOFNF) CEO Dr Tom Becker joined Proactive's Stephen Gunnion to discuss a strong start to 2026, with Q1 iodine production up 44% year-on-year to 179 metric tonnes, prompting an upgrade to H1 guidance from 325-355 metric tonnes to around 385 metric tonnes. Becker credited the ramp-up of the IO#11 plant, a strong operations team and better winter conditions for the outperformance. Looking ahead, a new, larger plant under construction in the Permian Basin is expected to process around 50,000 barrels of brine per day - double existing capacity - and produce up to 220 metric tonnes of iodine annually when it comes online in Q3. On the market, iodine prices remain firm in the mid-$70 per kilogram range, underpinned by steady demand from healthcare applications and emerging opportunities in solar and refrigerant gases. Iofina has also remained largely insulated from global supply chain disruption thanks to its diversified operations. For more insights and updates, visit Proactive's YouTube channel, like this video, subscribe, and enable notifications for future content. #Iofina #IodineMarket #MiningStocks #ChemicalIndustry #EnergyTransition #PermianBasin #StockMarketNews #SmallCapStocks #Commodities #GrowthStocks #CEOInterview #ProactiveInvestors #MarketUpdate.

Jordan Rusche, Founder of Mining Stock Monkey, joins me for an in-depth and nuanced discussion on the recent volatility in oil prices, gold and silver prices, and his approach to valuing precious metals mining stocks and royalty companies; along with which companies he is actively trading in his portfolio.   We start out catching up on how the war in the Middle East has spiked the oil price over the past month, allowing savvy energy companies to go out on the forward futures curve and hedge partial amounts of future production at much higher levels.   We revisited the value proposition synergies from ongoing business combination of Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA) which announced an all-stock merger back in February. The business combination will create a leading large-cap shale operator with a high-quality diversified asset base in the Delaware Basin, Permian Basin, Marcellus Shale, and Anadarko Basin. We discussed the additional natural gas assets that will give the pro-forma company better margins, and secondary value lever beyond the rising oil prices.   Next we shifted over to some of the valuations in the gold stocks in light of the large corrective moves we saw across the board during the month of March. Jordan breaks down that these big pullbacks have him looking anew at quality development companies, like Rupert Resources Ltd (TSX: RUP) (OTCQX: RUPRF) (FSE:R05), that have dropped precipitously in market cap and share price and are presenting a compelling accumulation environment.   He also remains animated by the continued the growth on tap for royalty and streaming companies, highlighting Royal Gold, Inc. (NASDAQ: RGLD) as undervalued on a number of fundamental metrics compared to all their larger peers. Secondly, Jordan highlights that he is able to gain access to copper and other metals by way of investments in Altius Minerals Corporation (TSX: ALS) (OTCQX: ATUSF), Elemental Royalty Corporation (TSXV: ELE) (NASDAQ: ELE), and Orogen Royalties (TSX.V: OGN – OTCQX: OGNNF).     Get 25% OFF Mining Stock Monkey VIP, (limited to 5 KE Report subscribers):   https://miningstockmonkey.com/products/vip?promo=KEREPORT25   https://miningstockmonkey.substack.com/KE25   Sign up for Jordan's free "Silverback Letter" here:   https://miningstockmonkey.substack.com     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

President Trump said last night that military attacks on Iran will end in two or three weeks. But the effect on the global oil market will last much longer. In this episode, what it will take to stabilize oil supply and reserves — and how long gas prices will stay high. Plus: Hospitality groups make up a growing share of restaurant ownership, high oil prices haven't pushed Permian Basin rigs to “drill, baby, drill,” and corporations take small steps to save the Colorado River basin.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.

President Trump said last night that military attacks on Iran will end in two or three weeks. But the effect on the global oil market will last much longer. In this episode, what it will take to stabilize oil supply and reserves — and how long gas prices will stay high. Plus: Hospitality groups make up a growing share of restaurant ownership, high oil prices haven't pushed Permian Basin rigs to “drill, baby, drill,” and corporations take small steps to save the Colorado River basin.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.

Following a winter defined by both record-shattering cold and unseasonal warmth, NGI's Leticia Gonzales, managing director of North American natural gas pricing, joins the podcast to break down the current state of the U.S. natural gas market. From the regional pricing discrepancies in the Permian Basin to the shifting dynamics of global geopolitics following recent events in the Middle East, Gonzales provides an in-depth look at the supply/demand balance. The conversation also dives into the future of the sector and provides a summer preview, examining the rapid expansion of LNG infrastructure and the emerging role of AI data centers in driving long-term demand.

This is a fun discussion with John Calce, Founder and Chairman of Element Fuels and America First Refining. This podcast is hosted by Stu Turley, Energy News Beat Host, and David Blackmon is the host of the Energy Impacts Podcast. Don't kid yourself, with the geopolitical issues around the world right now, this story is HUGE. A new refinery in the United States was built to refine the light, sweet crude oil from the Permian Basin. This is a gigantic win for Energy Security.As the title says, "Texas Gets A Refinery - Energy Security Starts at Home - Energy Dominance is displayed through your exports." John hit it out of the park while talking about how much planning and export capacity are being planned.Thank you, John, for your efforts, hard work, and getting this across the finish line. We will be reporting on this all along the way to help keep the excitement up.1. America First Refining's Brownsville Refinery ProjectThe central focus is John Kelsey's development of a major new oil refinery in Brownsville, Texas. Key aspects include:Background: Kelsey's extensive experience in upstream oil and gas, particularly during the shale oil boomThe Problem: A critical mismatch between the light shale oil produced in the Permian Basin and existing U.S. refining infrastructureThe Solution: Building a new refinery specifically designed to process light shale oilTimeline: A challenging 7-year permitting and approval processPartnership: Collaboration with Indian conglomerate Reliance for financing and operationsFuture Plans: Potential expansions into ammonia and fertilizer production2. U.S. Energy Infrastructure & Market DynamicsThe discussion places the refinery project within the broader energy landscape:Declining refining capacity in the U.S., particularly on the West CoastThe paradox of exporting light shale oil from Texas while importing refined products back into CaliforniaThe role of policy and government support in energy infrastructure development3. Economic & Regional Development ImpactThe project's implications for the Brownsville/Rio Grande Valley region:Job creation and economic growth opportunitiesWorkforce development through partnerships with local universities and technical collegesInfrastructure and logistics challenges related to port expansion and regional growthCheck out the American First Refining Company site: https://americafirstrefining.com/John Calce's LinkedIn: https://www.linkedin.com/in/john-calce-28577014b/Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out David Blackmon on https://blackmon.substack.com/

This is a fun discussion with John Calce, Founder and Chairman of Element Fuels and America First Refining. This podcast is hosted by Stu Turley, Energy News Beat Host, and David Blackmon is the host of the Energy Impacts Podcast. Don't kid yourself, with the geopolitical issues around the world right now, this story is HUGE. A new refinery in the United States was built to refine the light, sweet crude oil from the Permian Basin. This is a gigantic win for Energy Security.As the title says, "Texas Gets A Refinery - Energy Security Starts at Home - Energy Dominance is displayed through your exports." John hit it out of the park while talking about how much planning and export capacity are being planned.Thank you, John, for your efforts, hard work, and getting this across the finish line. We will be reporting on this all along the way to help keep the excitement up.1. America First Refining's Brownsville Refinery ProjectThe central focus is John Kelsey's development of a major new oil refinery in Brownsville, Texas. Key aspects include:Background: Kelsey's extensive experience in upstream oil and gas, particularly during the shale oil boomThe Problem: A critical mismatch between the light shale oil produced in the Permian Basin and existing U.S. refining infrastructureThe Solution: Building a new refinery specifically designed to process light shale oilTimeline: A challenging 7-year permitting and approval processPartnership: Collaboration with Indian conglomerate Reliance for financing and operationsFuture Plans: Potential expansions into ammonia and fertilizer production2. U.S. Energy Infrastructure & Market DynamicsThe discussion places the refinery project within the broader energy landscape:Declining refining capacity in the U.S., particularly on the West CoastThe paradox of exporting light shale oil from Texas while importing refined products back into CaliforniaThe role of policy and government support in energy infrastructure development3. Economic & Regional Development ImpactThe project's implications for the Brownsville/Rio Grande Valley region:Job creation and economic growth opportunitiesWorkforce development through partnerships with local universities and technical collegesInfrastructure and logistics challenges related to port expansion and regional growthCheck out the American First Refining Company site: https://americafirstrefining.com/John Calce's LinkedIn: https://www.linkedin.com/in/john-calce-28577014b/Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out David Blackmon on https://blackmon.substack.com/If you are looking for a data center spot, give them a call. A shout-out to our sponsor, Reese Energy Consulting:https://reeseenergyconsulting.com/

Over the past decade, Rice Business has scaled with intention.MBA enrollment has doubled. Faculty ranks have grown. New MBA formats have launched. The Virani Undergraduate School of Business was established. And a new building will open soon, designed to further fuel collaboration, research and innovation.In this conversation, Dean Peter Rodriguez reflects on the strategy behind that momentum — from championing the Online MBA to building one of the nation's strongest entrepreneurship ecosystems in the heart of Houston. He discusses AI's impact on business education, the evolving energy landscape, and the leadership lessons that come with guiding a school through rapid transformation, all while shaping the next chapter for Rice Business.Episode Guide:00:00 Meet Dean Peter Rodriguez01:20 Online MBA Origins and Vision for Growth07:50 Virtual Campus Advantage09:41 From Space Crunch to Expansion: Designing the New Building16:29 Launching the Virani Undergraduate School of Business21:51 AI and Business Education28:46 Dean Life and Daily Headwinds29:23 Why Rice Ranks High & Houston's Entrepreneurship Advantage36:32 What Deans Learn on the Job43:37 Next 50 Years Vision48:25 ClosingThe Owl Have You Know Podcast is a production of Rice Business and is produced by University FM.Episode Quotes:On Rice MBA's Growth over the decade01:37: If there was one overarching theme of the last decade, I think growth is it. The question is always like, well, why growth? Or growth for what? And of course, clearly want growth for the good outcomes, and that good outcomes all start with pursuing the mission.We have a mission to create and disseminate knowledge at the vanguard of business and the business disciplines. And so that is what we really do. And when I was really looking at the job almost exactly 10 years ago and thinking about where Rice was and where it needed to be, one of the first conclusions that was easy to draw was that it needed to be about twice as big as it was, at least, you know, and, and it is not that growth is all good, but why would I say that? And the thinking was, you know, in order to advance that mission, we needed more tenure track faculty. And there the foundation on which more or less everything else proceeds.How does the Rice Business navigate AI? 22:19: On the basic part of our mission, which is delivering an education, we have to do two things. We have to prepare people to think really critically and to be able to assess them as individuals without this incredible, unprecedented tool. That is to say, what can Peter do of his own accord? What does he know? And then I have to train him very aggressively to make sure that with the tool, he is also highly capable, far more capable to do some things, and as capable as anybody in any university in the country is using the tool. So there's sort of almost sounds like martial arts mastery. You know, you have to sort of, wax on, wax off, you know, learn these sort of things that are apart from the tool, and then you are sort of empowered. That's where we are, is trying to do that.Houston loves risk takers30:59: Houston loves risk takers. It is part of the environment, it is part of a Texas thing too, but, you know, it is going to space, drilling out in the Permian Basin or deep in the ocean, putting in an artificial heart, whatever it is. I think there is a real admiration for trying hard things and picking yourself up if you fail and not being discouraged because things did not go right the first time.Show Links: Rice Business New Building PlansTranscriptGuest Profile:Peter Rodriguez | Rice BusinessLinkedIn 

How is Chevron India's Bengaluru tech hub powering global energy operations?In this episode of The Core Report, Govindraj Ethiraj speaks with Akshay Sahni, Country Head, Chevron India, about how Chevron's Engineering & Innovation Excellence Centre in Bengaluru supports worldwide oil & gas operations using AI, seismic imaging, real-time well monitoring, digital twins, robotics, and industrial IoT.From deepwater drilling projects 34,000 feet below sea level to LNG assets in Australia and shale production in the Permian Basin, this conversation explores how technology and data science are transforming oil exploration, refinery operations, carbon capture, and lower carbon energy systems.We discuss:• How AI is reshaping oil & gas exploration• Why Bengaluru plays a mission-critical role in Chevron's global operations• Robotics, drones, and predictive analytics in refinery safety• The economics of energy transition and LNG• What the future of fossil fuels and lower carbon energy looks likeFor India-based professionals in business, consulting, finance, and technology, this episode offers deep insight into how global capital, geopolitics, and engineering innovation intersect.Energy demand is rising. Technology is accelerating. And India is increasingly at the center of global infrastructure.Subscribe to The Core Report for conversations on business, global markets, geopolitics, and the energy transition.CHAPTERS:(00:00) Introduction(00:31) How Technology is Redefining Earth Sciences (02:05) Engineering India's Low-Carbon Energy Future (05:12) Role of AI and High-Performance Computing (08:44) Chevron's Strategic Technology Hub in India (12:15) Leveraging Local Engineering and Digital Talent (15:30) Balancing Global Reliability with Sustainability Goals (19:12) Navigating the Complex Multi-Energy Transition (23:45) Future Opportunities in the Indian Energy Sector (28:30) Integrating Renewables into Traditional Supply Chains (33:15) Global Innovation Models for Net-Zero Targets (38:50) Scaling Clean Affordable Energy for Billions (42:26) Final Thoughts

TCU's energy internship program is back for round two and the results are kind of wild. What started as a summer experiment with business students who knew zero about oil and gas turned into kids giving no-notes presentations on legacy well economics in just ten weeks. Nikki Morris, Executive Director of TCU's Ralph Lowe Energy Institute, and Ryan Haggerty, Owner at RHR Oil and Gas, break down the field trips from Diamondback frac sites to 70 year old vertical wells, how AI is changing the game for young talent but still can't replace the crusty old timer making the final call, and why the industry's biggest problem with 150,000 orphan wells in Texas might need a proactive solution before Washington forces one.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.io0:00 Intro and field trip recap from Riot's bitcoin mining site to Corsicana2:45 First impressions of the oilfield and the stiletto boots story5:22 How students connected the dots seeing wells in person8:21 Why basic energy education is missing from schools10:30 Overview of TCU's energy programs and student workers13:00 How Ryan and Nikki connected through the Fort Worth chamber17:32 AI vs tribal knowledge and the great crew change debate19:07 The HEB data scientist story that shocked an operator21:48 Ryan's legacy well project and what the students discovered25:14 The pyramid of problem solving and where AI fits28:40 What's next for the students and the upcoming TCU Energy Symposium30:52 Nuclear energy gaining traction with SMRs and molten salt reactors34:02 The orphan well crisis and incentivizing proactive plugging37:28 Where to find Ryan and Nikkihttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

The main topics we cover today are:1. Wind farm bankruptcies and land reclamation liabilities:  - The transcript discusses the bankruptcy filing of a wind farm in Clay County, Texas, which had 119 wind turbines. The wind farm faced $103 million in hedge-related liabilities exacerbated by Winter Storm Uri in 2021.  - The transcript highlights the broader issue of wind farms not having fully funded land reclamation plans, estimating a potential $89 billion liability across the U.S. wind turbine fleet.  - It calls for reforms, suggesting that wind and solar farms should be required to pay for storage and land reclamation upfront as part of their operating costs.2. California's energy challenges:  - The transcript discusses California's energy quagmire, including skyrocketing electricity prices, frequent blackouts, and a heavy reliance on imported power.  - It highlights California's moratorium on nuclear power and the potential to reopen the state's previously decommissioned nuclear facilities, such as Diablo Canyon, to address the energy crisis.3. ConocoPhillips' asset sale in the Permian Basin:  - The transcript examines ConocoPhillips' reported plans to sell certain assets in the Delaware Basin sub-region of the Permian Basin, valued at around $2 billion.  - It provides insights into the company's strategy to streamline its portfolio and maintain production guidance amid a constrained capital expenditure environment.4. Potential merger and acquisition activity in the Canadian oil sands sector:  - The transcript discusses the anticipation of merger mayhem in the Canadian oil sands sector, driven by record production levels and diversified export destinations.  - It mentions several Canadian oil companies, such as Suncor, Canadian Natural Resources, and Imperial Oil, that are eyeing potential U.S. listings.5. Geopolitical tensions and their impact on oil markets:  - The transcript discusses the potential risk of supply disruptions from Iran and Iraq, which has led oil traders to hedge against this risk.  - It suggests that the market is pricing in a potential risk premium of up to $10 per barrel due to the escalating tensions.6. Challenges faced by hyperscale data centers in securing reliable power:  - The transcript examines the growing electricity demand from hyperscale data centers and the challenges they face in finding adequate and reliable power supply, particularly from renewable sources.  - It questions the feasibility of data centers claiming to be 100% renewable, suggesting that nuclear power may be a necessary component.Based on the analysis, here are the main topics discussed in this transcript:1.Clay County Texas Wind Farm Goes Bankrupt and Leaves Land Reclamation in Question2.California Needs to End Its Outdated Nuclear Power Plant Moratorium to Survive3.ConocoPhillips Considers Selling Permian Assets Worth $2 Billion: Implications for Investors and the Permian Basin's Future4.Canada's Oil Sands Set Up for Merger Mayhem after Busy 20255.Trump 2.0's Grand Strategy Against China Is Slowly But Surely Coming Together6.Why Are Oil Traders Rushing to Hedge Iran Risk After a Wild Start to 20267.Power‑Hungry, Grid‑Locked : Where Hyperscalers Go To Find Their Next MegawattsThank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Finding our place - our home and our place in the world - is profound. Listen in as Matt who's fostered and adopted shares his learnings on self worth, relationships and much more...deep and highly empowering.Matt Waller, MS is the Director of Community Impact for One Accord for Kids. Matt and his wife, Jen, founded The Attic Foster Network, a Permian Basin based nonprofit that serves children and families of the local foster system and invites churches to do the same. Matt moved to Midland, with his family, to teach for Midland Classical Academy. Prior to that, Matt worked in Christian Camping. His emerging career in child welfare is a direct result of the West Texas grassroots movement to see the local community care for local foster children. Matt earned his undergraduate degree from Baylor University. He holds a graduate degree in nonprofit management and leadership from Walden University.https://www.linkedin.com/in/matt-waller-aa2b6819/https://oneaccordtx.org/https://www.facebook.com/oneaccordtx/https://www.instagram.com/oneaccordtx/https://x.com/oneaccordtx/ Guests and the host are not (unless mentioned) licensed pscyho-therapists and speak from their own opinion only. Seek qualified advice if you need help.

In this episode of Texas Talks, Brad Swail interviews Margaret Byfield, Executive Director of American Stewards of Liberty, to break down the growing controversy surrounding proposed transmission lines across Texas. The discussion explores property rights, eminent domain, data-center energy demand, grid reliability after Winter Storm Uri, and the debate between local dispatchable power and large-scale transmission infrastructure.Byfield shares firsthand insight into how landowners could be affected by thousands of miles of new transmission corridors, the rising cost of electricity tied to infrastructure expansion, and the broader policy questions shaping Texas' energy future.Whether you're interested in energy policy, land use, rural property rights, or the economics behind grid expansion, this conversation offers a detailed look at one of the most consequential infrastructure debates unfolding in Texas today. Watch Full-Length Interviews: https://www.youtube.com/@TexasTalks

1. Oil Prices & National Security Lower global oil prices weaken hostile regimes like Iran, Russia, and Venezuela by reducing their revenue. The Trump administration aims for a “sweet spot” oil price ($60–$70/barrel): Low enough to hurt adversaries. High enough to avoid bankrupting U.S. independent oil producers. If prices drop into the $40s, it could collapse small oil producers in Texas and the Permian Basin. 2. Venezuela’s Oil Infrastructure Venezuela has the world’s largest proven oil reserves, but decades of mismanagement have destroyed its infrastructure. Estimates from oil executives: Increasing production from 1 million to 3 million barrels/day could take 10 years and require $100B+ in investment. Even going from 1 million to 2 million/day would take 5–7 years. Gulf Coast refineries can process Venezuela’s heavy sour crude, but expanded imports would mostly affect Canada and Mexico, not U.S. light-sweet crude producers. 3. Cuba’s Economic Crisis Cuba historically survived on financial support from: The Soviet Union (until its collapse). Venezuela under Chávez/Maduro (oil and money). With Venezuela no longer able to support Cuba, the island is in economic freefall. Mexico is currently providing oil that helps sustain the Cuban regime. The Trump administration may pressure Mexico to cut this supply, potentially pushing Cuba toward political collapse. 4. Jack Smith & January 6th Investigation Smith is accused of leading a politically motivated prosecution against Donald Trump. He allegedly relied on questionable or disproven testimony, notably from Cassidy Hutchinson. Hutchinson’s dramatic claims (e.g., Trump lunging for a steering wheel) were not confirmed by eyewitnesses. Jim Jordan challenged Smith in hearings, accusing him of: Using unreliable witnesses. Conducting a partisan, anti-Trump investigation. Targeting large numbers of Republicans with subpoenas. 5. Crime Statistics & Trump Administration Policies Nationwide murder rates reportedly declined ~20% from 2024 to 2025. Approx. 1,400 fewer murders. Major cities showing decreases: Chicago: 30% NYC: 20% Baltimore: 31% Oakland: 33% Washington, D.C.: 31% (after National Guard deployment) Other violent crimes also declined: Motor vehicle theft: ↓25% Robbery: ↓18% Aggravated assault: ↓8% Law enforcement stats cited: Violent crime arrests: ↑100% Gangs disrupted: ↑210% Fentanyl seized: ↑31% Missing/abducted children located: ↑22% Human traffickers arrested: ↑15% Significant increase in arrests of espionage suspects and fugitives. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

The good news that I told my wife is that we have enough money in the bank to make it to next year. Well, now that it is New Year's Eve, that joke can be funny for about 15 more minutes. Michael and I would love to give all of our listeners, watchers, patrons, and our 2025 Energy News Beat Stand-up sponsor, Steve Reese at Reese Energy Consulting. Without your support, we would not have achieved the significant numbers we reached this year.I would also like to thank all the great guests who have been on the podcast, both on the Stand Up, like David Blackmon, and in our Conversations in Energy group of industry leaders! We are working on a few projects and new things for next year to help improve and keep growing in knowledge and capabilities.It was also very cool to reach the number 3 spot in the world for Energy Podcasts on FeedSpot. Some Key Quotes From the Podcast1. “On average, blue states pay 37% more for electricity than red states. The disparity stems from differing energy policy approaches - net zero versus practicality.” - Stu Turley2. “Policies plus location, you can't overcome either one of those.” - Michael Tanner3. “The Republicans cannot win the war of our articulation. We will lose in the midterms because the Democrats are going to go after affordability.” - Stu Turley4. “I think we have done the business a slight disservice by focusing not on true exploration and true growth of resources, but how to financially maximize the resources that we have in front of them.” - Michael Tanner5. “Someone is going to make a lot of money handling water specifically in the Permian Basin. The Bakken. There are two places where we've seen water-oil ratio skyrocket.” - Michael Tanner6. “If this becomes like the fiber build out of 2000, where we built all of this fiber and nobody used it for five years, natural gas is going to get absolutely pounded and is going to continue to be the widow maker until this stuff figures out.” - Michael TannerStories Covered On the Podcast1.What Should Consumers and Investors Look for in Energy in 2026? Trends will continue of people moving to Red States due to Affordability2.Five Energy Market Trends to Track in 2026: The Year of the So-Called Glut3.California State Auditor Uncovers $70 Billion in Lost Taxpayer Funds: Mismanagement Hits Energy, Social Programs, and Infrastructure4.Offshore pipeline closure risk: the hidden threat to GB energy security5.Saudi Arabia Taking 2026 Energy Leadership Seriously

Pete Bigelow, Public Relations Manager, Kodiak joined Grayson Brulte on The Road to Autonomy podcast to discuss his firsthand experience in the Permian Basin and how the region acts as a "literal and figurative sandbox" for autonomous trucking.During the episode Grayson and Pete discuss Kodiak's operational partnership with Atlas Energy Solutions, the hardening of technology against extreme weather and road conditions, and how these industrial learnings are accelerating Kodiak's timeline for driverless highway operations in the second half of 2026.Episode Chapters0:00 Permian Pete3:50 Permian Basin8:02 Automation in the Permian Basin11:10 Learnings from the Permian Basin16:01 Permian Basin Operations18:49 SensorPods23:50 Kodiak's Diversified Business Model27:34 Autonomous Trucking Regulations30:15 Permian Basin Road and Traffic Conditions35:49 Permian Pete's Ride Experience41:31 Autonomy Markets OutlookRecorded on Friday, December 19, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Session 3 of the Align 2025 series, Permian Basin leaders Shane and Natalie Kenny share what it really takes to build a sustainable First Priority ministry that lasts beyond any one staff member, student leader, or season. Their message is clear: sustainability is not just about club mechanics, it starts with roots. A heart that stays soft for the city. Relationships that go deep with the local church and school leaders. And a sense of urgency to act because the harvest is ready. This episode wraps the three main Align sessions and sets up the upcoming breakout episodes. Key Takeaways Sustainability starts before the club starts. Shane and Natalie emphasize building a ministry foundation that can outlive you, not just launching a weekly meeting. Personal first: love your city and your schools. Ministry becomes fragile when frustration replaces compassion. They challenge leaders to reclaim a burden for their community and campus. Potted vs. planted. A powerful metaphor throughout the session: you can travel like a potted plant, or you can put down roots and build something that stands the test of time. Relational ministry beats transactional ministry. Networks are not the goal. Serving people is. They challenge leaders to stop viewing relationships as a means to an end. Mobilize beyond youth pastors. Relying only on youth pastors for volunteers is not sustainable. Their model expands the volunteer base across the local church, including parents and community members. Go through the front door. They stress the importance of meeting principals, building trust with administration, and showing up to serve schools consistently. Create the environment so students can lead. Their focus is building the “wall” around student leadership so students can step up with confidence and consistency. Reflection Questions Do I feel compassion for my city right now, or am I running on frustration? Am I operating relationally or transactionally with schools, churches, and leaders? Who is “on the wall” with me, and where do I need to expand my volunteer base? Have I built roots in my community, or am I still trying to lead like a potted plant?

The oil and gas industry is facing an unprecedented challenge: the electrical grid cannot keep pace with its soaring power demands. As drilling operations expand and electrification accelerates, grid capacity in key regions like the Permian Basin is being stretched to its limits. This imbalance threatens production timelines, operational reliability, and long-term growth. In this episode, we sit down with Caterpillar to explore why power demand is outstripping supply, the implications for oil and gas companies, and the strategies being deployed to bridge the gap. From leveraging natural gas for on-site generation to navigating competition with other industries, we'll uncover practical solutions and future outlooks. Join us as we discuss how companies can secure resilient power infrastructure and maintain momentum in an increasingly energy-constrained environment.To watch the video, click here. 

On Episode 751 of The Core Report, financial journalist Govindraj Ethiraj talks to Pranav Haldea, Managing Director at Prime Database and Sanjaya Mariwala, Executive Chairman and Managing Director at OmniActive Health Technologies.SHOW NOTES(00:00) Stories Of The Day(00:20) The Take(05:11) New Industries Opening Up Are A Trigger For Long Term Markets.(10:00) Companies That Have Done Massive Offer For Sales With Promoters And Investor Selling Have Performed Better Than You Think.(19:49) Oil Production In America's Permian Basin, Its Bedrock Of Shale, Will Peak In December But Will Hold For Some Time.(21:32) A Company Has To Meet Over 8,000 Compliances In India And The Same Company's Plant In The US Has…Register for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠

How do you protect high-risk operations when every second counts?Join host Dave Bosco and guest Josh Jones from AFEX Fire Suppression Systems as they explore the critical role of fire suppression systems in the oil & gas sector. Recorded live from the Daniel Energy Partners Barbecue in the Permian Basin, Josh shares how Apex evolved from forestry roots to becoming a key safety partner in energy. With practical insights on reducing risks and protecting assets in high-hazard environments, this episode offers a clear look at the future of safety and innovation in the industry.00:00 Welcome to Energy Espresso01:08 Introduction to AFEX and Fire Suppression Systems04:44 The Genesis and Evolution of AFEX11:07 Josh's Journey into the Oil and Gas Industry17:33 Global Expansion and Challenges22:14 Fire Suppression in Mining and Oil & Gas22:38 Global Team and Market Expansion24:16 Management Style and Team Culture28:17 Industry Challenges and Innovations32:26 Leadership and Industry Evolution41:01 Podcast Conclusion and Final Thoughts

The heating season is off to a roaring start, with forecasters calling for one of the chilliest Decembers in recent memory. IAF Advisors owner Kyle Cooper joins NGI senior editor Andrew Baker to discuss the implications for natural gas supply, demand and prices as winter gets underway. Cooper breaks down how soaring heating demand could rapidly deplete natural gas inventories, and send already elevated gas prices even higher. He cites the example of last winter, a normal one by historical standards, that nonetheless triggered a massive pull on storage in January. Cooper also discusses the impacts of record LNG exports and the evolving electricity mix on natural gas power burns and storage trends. As demand continues to rise, Cooper explains how the supply picture will evolve as producers in the Haynesville Shale, Permian Basin and Appalachia adapt to a constantly changing market.

Meet Jennifer Leshnower, a world-renowned second violinist of the Cassatt Quartet whose musical journey has taken her across North & Central America, Europe, and Asia… yet she continues to bring her heart and talent back home to West Texas. In this inspiring episode of The Krista Escamilla Show, Jennifer shares: What sparked her love for music Her global career performing on some of the most respected stages The story behind founding Cassatt in the Basin, a chamber music residency that brings world-class music education to the Permian Basin Why the arts matter so deeply in our communities How music connects people, cultures, and generations Whether you're a classical music fan, a dreamer, or someone who loves a great story about passion meeting purpose — this conversation will stay with you.   ABOUT JENNIFER LESHNOWER: Jennifer is a celebrated violinist with the internationally acclaimed Cassatt Quartet. A West Texas native, she founded Cassatt in the Basin in 2005 to bring high-caliber chamber music education and performances to students, families, and communities across the Permian Basin. A HUGE THANK YOU to our amazing sponsors: Rig-ID Workwear Omni Midland Hotel The Preserve at Midland ThinFR Midland Cap Co. The Locklin Hotel www.joincapclub.com Your support helps us bring inspiring conversations like this to life. ❤️

In this episode, we answer questions submitted by Roy, Nancy, Donna, @MadamPickles (via YouTube), Tom, Mark, and Brenda.  From the long-term outlook for Permian Basin production, the complexities of overriding royalty interests, strategies for dealing with offers to purchase mineral rights, understanding when to expect the first royalty check, and navigating the title research process to trace inherited minerals back to specific family members, and more. Links to the resources mentioned in this episode can be found in the show notes at mineralrightspodcast.com.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose Airport.Despite the expansion, Waymo remains sharply vehicle-constrained. Bloomberg reported this week that the company is operating roughly 1,000 vehicles in the Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and just 100 in Atlanta, for a total fleet of approximately 2,500 vehicles spread across all markets.In the autonomous trucking market, Kodiak continues to demonstrate that the economics work. With 10 fully driverless trucks generating revenue in the Permian Basin, the company logged 5,200 paid hours last quarter, up 166% from Q2, a meaningful validation of the model.Wrapping up the conversation, Grayson and Walt examine why technology leadership means nothing without scalable manufacturing partnerships and now how autonomous trucking is pulling ahead of robotaxis on business model execution, and what global expansion in Abu Dhabi and Singapore signals about the global competitive landscape.Episode Chapters0:00 Waymo Expands to Highways3:58 Vehicle Supply16:56 California Airports19:28 Tesla FSD Update21:42 Uber Ski25:21 Kodiak29:40 Foreign Autonomy Desk30:40 Next WeekRecorded on Thursday, November 13, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Electric Submersible Pumps [ESPs] have played an important role for decades in supplying the world with oil, from both land and offshore environments, and across oil provinces throughout the world. In this episode, Jeff Knight, Senior Applications Engineer, NOV, provides perspective on how these pumps have grown in use and their importance since the late 1990s, particularly from the standpoint of the U.S. Permian Basin. We will explore improvements in technology since then, along with the acute challenges posed by the shale oil/unconventional era over the past 15 years. We will discuss what may drive expansions of ESP usage in the future; and what technology improvements might be forthcoming.

Energy Transfer has built one of the largest crude oil midstream portfolios in the U.S., yet one of its most important assets — the West Texas Gulf Pipeline — often flies under the radar. The 72-years-young line is still a workhorse, moving crude from the Permian Basin to Longview and Nederland, TX, where it feeds into Energy Transfer's massive Gulf Coast export hub. In today's RBN blog, we'll look at West Texas Gulf and how it fits into Energy Transfer's broader midstream strategy.

The news of Texas covered today includes:Our Lone Star story of the day:  A so-called fix for electric reliability for the Texas grid in the Permian Basin has now morphed into a very expensive case of government mission creep. It could actually worsen the fundamental problem we have with non-dispatchable electric power generation.Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas Comptroller to Freeze New ‘Historically Underutilized Business' Certifications. Good, it's all reverse discrimination B.S. to begin with.A sane, sound decision out of the Texas Supreme Court on an old case out of Waco over so-called marriages of homosexuals.Local government good (DeSoto,) bad (Lubbock,) and the ugly (Odessa & Elgin.)They got this editorial right: NBA scandal was predictable. I just wish they would apply their sound reasoning to most everything else!Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

John Paul Merritt - CEO of Pony Oil joins the podcast to discuss Top Leasing in the Permian Basin, why he thinks it is an essential tool needed to maximize value for mineral owners, and how he has been battling Pioneer & Exxon in a $500mm+ Top Lease Lawsuit over the past few 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

This special episode is from the opening night Ice Breaker at the WTGS Fall Symposium. We get the opportunity to learn more about CO2 use and sequestration in the Permian Basin through the lens of over 25 years of experience doing it in the Permian Basin with Mike Raines and Stevel Melzer. The use of CO2 in the Permian to increase oil production is not new, but the 45Q tax credit can influence your economics as a company by putting the CO2 to use or in the ground forever! The 2025 CO2 conference is coming up; be there to be a part of this technical and economic breakthrough.

 This is Matt Reustle. Today we are breaking down the recent IPO WaterBridge. I am joined by James Davolos from Horizon Kinetics.  We start with HK's history with these very unique businesses that are off the radar for many with TPL, Landbridge and now Water Bridge. James gets into the weeds and nuances of what this business actually doesa and why the service that they're providing is so incredibly important, particularly with US Shale and where they are in the Permian Basin. This is an interesting and timely conversation from all different angles. Please enjoy this breakdown of WaterBridge. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠ here.⁠⁠ —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠ joincolossus.com/episodes⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:00:52) Overview of WaterBridge IPO (00:02:20) Deep Dive into WaterBridge and Landbridge (00:04:10) History and Background of Horizon Kinetics (00:06:48) Understanding the Water Infrastructure Industry (00:10:34) Challenges and Solutions in Water Disposal (00:26:27) The Role of Five Point Infrastructure (00:32:10) Understanding the Value of Land in Oil and Gas (00:32:33) The Importance of Water as a Pure Play (00:34:26) Next-Gen Opportunities in West Texas (00:39:14) Challenges in Water Disposal and Market Dynamics (00:42:06) Switching Providers and Outsourcing Trends (00:55:48) Valuation and Growth Prospects for Waterbridge (01:01:33) Key Lessons from WaterBridge

  "What if your biggest career breakthrough started with a failed dream?" In this compelling episode of Kent Hance: The Best Storyteller in Texas, Kent sits down with Vicki Hollub, the trailblazing CEO of Occidental Petroleum (Oxy) and the first woman to lead a major U.S. oil company. From her humble beginnings in Bessemer, Alabama, to commanding global energy operations, Vicki shares a deeply personal and inspiring journey of grit, perseverance, and vision. Listeners will be captivated by stories of: Her father's relentless pursuit of carpentry perfection and how it shaped her work ethic. Her mother's magnetic personality and GED triumph, teaching Vicki the power of human connection. A surprising pivot from music to mineral engineering, sparked by a French horn and a brutally honest professor. Her eye-opening assignments in Russia, Venezuela, and Ecuador, revealing the universal values shared across cultures. The bold moves that led to Oxy's dominance in the Permian Basin, and the visionary leadership of Steve Chazen and Armand Hammer. Facing gender bias head-on in the field, and the importance of having advocates—not just mentors—in your corner. With memorable quotes like, “Sometimes we don't tell people how impactful they are to us until they pass away,” and “Trust is such a powerful thing,” this episode is a masterclass in leadership, resilience, and staying true to your values. Whether you're a student, a professional, or just someone who loves a good story, this episode will leave you inspired and energized.

In this episode of American Potential, host David From sits down with Congressman August Pfluger—Chairman of the Republican Study Committee, decorated Air Force veteran, and proud seventh-generation Texan—for an in-depth conversation on the path forward for America's economy, energy independence, and national security. Congressman Pfluger discusses why predictability in the tax code is essential for families, entrepreneurs, and innovators alike. As the 2017 Tax Cuts and Jobs Act faces expiration, Pfluger makes the case for why extending—and ideally making permanent—those provisions is not just a matter of policy, but a critical step to preserve America's competitive edge and avoid economic backsliding. He also shares how the Republican Study Committee, now the largest conservative caucus in Congress with 189 members, is working to restore fiscal discipline, protect family-owned farms from devastating inheritance taxes, and ensure American businesses have the confidence to invest and grow. The conversation dives into the real-world impact of smart tax policy, using examples like a small business in rural Ohio that was able to give employees a 40% raise thanks to the Trump tax cuts. Congressman Pfluger also breaks down the growing demand for domestic energy production—driven in part by rising electricity needs from data centers and AI—and why energy security is inseparable from national security. Representing one of the largest and most quintessentially Texan districts in the country, Congressman Pfluger shares what makes his constituents special, why the Permian Basin is a story of American innovation, and what it means to fight for the freedom and opportunity they hold dear. This episode is a must-listen for anyone who wants to understand how principled leadership, clear policy direction, and bold vision can help secure a stronger future for all Americans.