Podcasts about Permian Basin

North America is suddenly facing a wave of new oil pipeline proposals—but which projects actually make commercial sense, and which are being driven by energy security and geopolitics?On this episode of Oil Ground Up, Rory Johnston is joined by Rob Wilson, President of East Daley Analytics, for a deep dive into the rapidly changing North American oil infrastructure landscape. They begin with the latest resurrection of Keystone XL and explain how the proposed Prairie Connector and Bridger Pipeline system could move more Canadian crude through Cushing and ultimately toward the U.S. Gulf Coast. Wilson explains why the project has commercial backing—and how adding more Canadian heavy crude could displace lighter U.S. barrels and create new infrastructure constraints elsewhere in the system. The conversation expands into the growing competition between commercially driven pipelines and strategically motivated projects. Rory and Rob discuss Trans Mountain expansion opportunities, Enbridge Mainline optimization, a potential new Canadian West Coast pipeline, and whether Canada can realistically produce enough incremental oil to fill all the proposed capacity.They also examine the return of Venezuelan heavy crude and whether it poses a meaningful threat to Canadian barrels in U.S. refineries. Wilson argues that existing pipeline infrastructure makes Canadian crude difficult to displace in the Midwest, while Venezuelan supply is more likely to compete with Mexican, Colombian and Middle Eastern heavy barrels on the Gulf Coast. Finally, the discussion turns to the Permian Basin, where Rob sees a potentially overlooked problem developing. While enormous amounts of natural gas takeaway capacity have been built, crude pipeline additions have lagged. If high oil prices accelerate Permian production, existing pipelines could approach their limits and create a new crude egress bottleneck as early as 2027.

Paul McKinney, Chairman and CEO, and Sonu Johl, EVP and CFO of Ring Energy, Inc. (NYSE American: REI), join us to review their Q2 2026 operations and financials, of oil production from their current portfolio of conventional and long horizontal wells and focused on growth through development within the Central Basin of the Permian Basin in Texas.   Q2 2026 HIGHLIGHTS:   Strengthened Financial Position   Reported net income of $64.8 million (included a $42.2 million unrealized mark-to-market gain on commodity derivative contracts), or $0.27 per diluted share, and Adjusted Net Income of $24.0 million, or $0.10 per diluted share; Reduced borrowings under the Company's revolving credit facility by $66 million during the quarter and increased liquidity to approximately $226.1 million at June 30, 2026; Increased Adjusted EBITDA 42% to $54.5 million from $38.3 million in the first quarter; year-to-date Adjusted EBITDA totaled $92.8 million; and Generated net cash provided by operating activities of $40.8 million and remained cash flow positive for over 6 consecutive years.   Continued Operational and All-In Cash Cost Improvements   Produced 12,683 barrels of oil per day and 19,990 barrels of oil equivalent (“Boe”) per day, both within guidance; Reported lease operating expense of $10.12 per Boe, near the low end of guidance and below first quarter levels; and Reduced Company all-in-cash costs by 5% in first half 2026 to $21.68 per Boe as compared to first half 2025.   Advanced Development and Infrastructure Initiatives   Invested approximately $43.2 million in capital expenditures during the quarter, including three ~2-mile horizontal wells drilled, one saltwater disposal well (“SWD”), a frac pond, and other infrastructure projects; and Continued execution of multiple technical and operational initiatives aimed at improving capital efficiency, expanding development opportunities and enhancing long-term stockholder value.   Positioned for Improved Returns and Sustainable Growth   Second half 2026 oil production guidance range of 13,000 to 13,950 Bopd, with the midpoint approximately 2% above prior guidance. Second half 2026 LOE per Boe guidance range of $10.00 to $10.60, with the midpoint approximately 2% below prior guidance. Initial 2027 guidance targets: Production growth approximately 10% over full-year 2026; LOE per Boe approximately 1% lower than full-year 2026; and Capital expenditures approximately 10% lower than full-year 2026.   Click here to follow the latest news from Ring Energy   If you have any question for Paul or Sonu regarding Ring Energy, then please email those to us at Fleck@kereport.com or  Shad@kereport.com.       For more market commentary & interview summaries, subscribe to our Substack reports:   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.  

Texas Railroad Commissioner Jim Wright joined The Texan's Reporter Isaiah Mitchell to discuss the history of the state's oil and gas industry and its oldest regulatory agency, energy infrastructure and the Permian Basin Reliability Plan, and more.

In this episode, we kick things off in Washington, where the public comment period has just closed on a major Environmental Protection Agency proposal that could fundamentally reshape how diesel engine systems operate. Listen in to learn how the EPA's controversial plan to replace engine deratement with warning signals has drawn nearly two hundred submissions spanning industry praise and sharp environmental criticism, while the proposal also includes nonconformance penalties allowing manufacturers to pay fines and continue selling current products. Next, we explore the results of a sweeping series of state enforcement blitzes where inspectors uncovered thousands of safety violations and placed ninety-nine drivers out of service across six states. Texas authorities led with a brutal operation in the Permian Basin that posted a staggering forty-seven point six percent vehicle out-of-service rate, averaging five point five violations per inspection and signaling dramatically heightened enforcement exposure for carriers operating through major freight corridors. Finally, we examine the ocean freight market as trans-Pacific container rates climb to fresh highs on resilient peak-season demand and severe port congestion caused by typhoons hammering Chinese and regional Asian facilities since mid-July. Asia-to-U.S. West Coast spot rates increased to seven thousand six hundred twenty-one dollars per forty-foot unit, while a succession of disruptions at Shanghai and Ningbo has forced carriers to omit port calls and adjust vessel rotations, creating significant capacity constraints supporting freight rates across multiple trade lanes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off in Washington, where the public comment period has just closed on a major Environmental Protection Agency proposal that could fundamentally reshape how diesel engine systems operate. Listen in to learn how the EPA's controversial plan to replace engine deratement with warning signals has drawn nearly two hundred submissions spanning industry praise and sharp environmental criticism, while the proposal also includes nonconformance penalties allowing manufacturers to pay fines and continue selling current products. Next, we explore the results of a sweeping series of state enforcement blitzes where inspectors uncovered thousands of safety violations and placed ninety-nine drivers out of service across six states. Texas authorities led with a brutal operation in the Permian Basin that posted a staggering forty-seven point six percent vehicle out-of-service rate, averaging five point five violations per inspection and signaling dramatically heightened enforcement exposure for carriers operating through major freight corridors. Finally, we examine the ocean freight market as trans-Pacific container rates climb to fresh highs on resilient peak-season demand and severe port congestion caused by typhoons hammering Chinese and regional Asian facilities since mid-July. Asia-to-U.S. West Coast spot rates increased to seven thousand six hundred twenty-one dollars per forty-foot unit, while a succession of disruptions at Shanghai and Ningbo has forced carriers to omit port calls and adjust vessel rotations, creating significant capacity constraints supporting freight rates across multiple trade lanes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Artificial intelligence is reshaping the global energy landscape faster than any technological shift in recent memory. Chevron's Project Kilby, a natural‑gas‑fired power plant built specifically to supply an AI data center, represents a strategic pivot for Chevron into a new business vertical.

Advanced technologies, a return to domestic manufacturing, and the race to control energy production while also confronting surging demand for electricity. All of these factors mean that for the US, energy security and national security are increasingly centered on critical minerals.  But the processing and refining of vital materials like copper, lithium, and graphite is largely done overseas, heavily concentrated in the hands of global competitors like China. This has sparked an urgent, bipartisan push to re-industrialize America and secure the supply chains necessary for everything from military defense to the AI revolution. So can public sector funding catalyze sustainable private enterprise without over-regulating the market? How much domestic mining, processing, and recycling can the US unlock quickly and safely? And what role can emerging baseload power technologies like advanced geothermal and small modular nuclear reactors play in meeting our soaring energy needs? Today on the show, Jason Bordoff speaks with the Assistant Secretary of Energy Audrey Robertson, about her office's mission to restructure and secure America's energy supply chains, from mining to recycling. Audrey leads the US Department of Energy's Office of Critical Minerals and Energy Innovation, where she oversees one of the nation's largest energy R&D portfolios. Previously, she co-founded Franklin Mountain Energy, a private oil and gas company in the Permian Basin, where she served as CFO and executive vice president. Before that Audrey was a managing partner at Copper Trail Partners, an energy private equity platform.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

The Permian Basin is poised to gain new natural gas pipelines and projects over the next year or two, finally easing its long-standing takeaway constraints. But the changes will not stop there. A new wave of proposed projects could further reshape the basin into the 2030s.

https://www.youtube.com/watch?v=Nto_uVvh6zE Recorded August 20th, 2026 and August 11th, 2026 In this special crossover episode of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, sits down with energy analysts David Blackmon and Stu Turley for a wide-ranging discussion about oil prices, record U.S. production, global energy security, refining constraints, strategic petroleum inventories, and the geopolitical transformation of global oil flows. Key Takeaways Stable oil prices do not mean the physical petroleum market is calm. Record U.S. production, particularly from the Permian Basin, has helped prevent a sustained global price shock. Global markets are adapting through alternative trade routes, pipelines, inventory draws, tanker shifts, and refinery adjustments. Refining constraints and transportation risks increasingly influence fuel availability and regional prices. Market stress may appear in shipping rates, insurance costs, crude differentials, inventories, and refinery margins before reaching WTI or Brent prices. Major conflicts and disruptions are hitting nearly every part of the global petroleum system. Iranian and Russian barrels are moving through alternative trading networks. Tankers and energy infrastructure are under attack. The Red Sea remains vulnerable. Russian refineries have been targeted. The Strait of Hormuz continues to sit at the center of the global energy-security debate. Yet the oil market has not experienced the sustained price shock that many analysts expected. Why? Trisha explains that the answer begins with the strength of U.S. oil production, particularly the Permian Basin, but it does not end there. Global oil markets have adapted through alternative supply routes, pipeline systems, inventory draws, changes in tanker movements, refinery adjustments, and the continued availability of U.S. crude oil and petroleum-product exports. The conversation also examines an increasingly important distinction: a stable benchmark oil price does not necessarily mean that the physical oil market is calm. Stress can appear in tanker rates, war-risk insurance, crude differentials, delivery premiums, refinery margins, inventories, and regional gasoline and diesel prices without being fully reflected in headline WTI or Brent prices. This episode was originally recorded as a crossover discussion with David Blackmon and Stu Turley and is presented here as PetroNerds Podcast Episode 163. About the PetroNerds Podcast The PetroNerds Podcast, hosted by Trisha Curtis, delivers in-depth analysis of crude oil, natural gas, shale production, energy economics, geopolitics, technology, and global commodity markets. PetroNerds goes beyond headlines and market narratives to examine the production data, infrastructure, economics, policies, and geopolitical forces shaping the energy industry.

Can an adopted grandchild inherit mineral rights the same way a biological grandchild can? Will your Permian Basin lease ever see a second bench developed, or is one horizontal target all you're going to get? And why does the number on your royalty check almost never match the production volume you pulled from the state's own database? This month's listener questions episode tackles all three, plus a practical walkthrough of how operators are stacking benches in the Permian and what that means for the long-term value of your minerals. Whether you're trying to untangle an inheritance question, decide between a working interest and a royalty interest, or just make sense of the numbers on your check, this episode is here to help you get you unstuck. As always, you can find links to additional resources mentioned in this episode in the show notes at mineralrightspodcast.com.

Over the past couple of years, the Permian has been dominated by one story: natural gas takeaway constraints and negative prices at the Waha Hub. That has changed recently, however, as more pipelines have entered service, and now plans for the Solitude Pipeline System have been unveiled. 

For the first time in years, the Permian Basin's chronic natural gas takeaway constraint is beginning to ease — and in a big way. Today, we discuss the major Permian gas pipeline projects scheduled to come online in 2026-27, how much new capacity they will provide, and consider what it all means.

Kaes Van't Hof, chief executive officer of Diamondback Energy, an independent energy producer in the Permian Basin, discusses the company's energy prospects in the region and how supporting its hometown of Midland plays a pivotal role.

When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or  @petronerds633  on YouTubeThis is also going out on David Blackmon's podcast, Energy Impacts.Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/1. U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.2. Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.3. Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).4. Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.5. Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.6. China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).7. Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.8. Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.9. Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/Check out David Blackmon's Substack at https://blackmon.substack.com/

When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or  @petronerds633  on YouTubeThis is also going out on David Blackmon's podcast, Energy Impacts.Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/1. U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.2. Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.3. Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).4. Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.5. Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.6. China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).7. Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.8. Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.9. Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Episode Description In this powerful and wide‑ranging episode of Kent Hance, The Best Storyteller in Texas, Kent Hance tackles the uncomfortable realities of global conflict, energy security, and leadership with the clarity and candor that only experience can bring. Kent begins with a sobering thought from Aristotle, "Sometimes we make war so we can live in peace." From there, he unpacks why that idea still matters today, examining tensions in the Middle East, the economic consequences of uncertainty, and how a single chokepoint like the Strait of Hormuz can send shockwaves through gas prices across America ⛽

In this inspiring episode of The Krista Escamilla Show, Krista sits down with Devyn Daley, founder of Permian Paws in Need, to discuss the heart behind one of West Texas' most compassionate nonprofits. Devyn shares what inspired her to start the organization, the growing need for animal rescue and support throughout the Permian Basin, and the incredible difference a caring community can make. She also gives listeners a preview of Permian Paws in Need's upcoming fundraiser Bags for Bowls, explaining how the event helps provide lifesaving care, resources, and hope for animals in need. Whether you're an animal lover, looking for ways to give back, or simply enjoy hearing stories of people making a difference, this episode is filled with inspiration and practical ways to get involved. In this episode you'll learn: Why Devyn founded Permian Paws in Need The biggest challenges facing local animal rescue efforts How the nonprofit is changing lives, both for animals and the people who help them Details about the upcoming fundraiser and how you can support the mission Why every volunteer, donor, foster family, and adopter matters

Record Highs, Negative Gas Prices, and the Discipline Dividend Host Richard Cunningham sits down with co-host Luke Roush and returning guest Jordan Strebeck of Fortress Energy Partners for a conversation that starts at the S&P 500's all-time high and ends at a Permian Basin wellhead where operators are paying to get rid of their own natural gas. The numbers alone are worth the listen: four hyperscalers on pace for more than $700 billion in AI infrastructure spending this year, an IPO market that just absorbed the world's largest offering, and a global oil supply chain that's quietly burned through 400 million barrels of inventory since February. Jordan brings the view from the ground in Midland, Texas — where the domestic shale industry is showing more capital discipline than anyone expected, even as Middle East conflict keeps rewriting the energy math in real time. Key Topics: Markets hitting record highs despite tariffs, an unresolved Middle East conflict, and zero rate cuts in 2026 The AI CapEx arms race: how Wall Street is starting to separate real cash-flow return from spend for spend's sake What SpaceX's blockbuster IPO signals for Anthropic and the rest of the 2026 IPO pipeline 1,500 unicorns and counting — why so many private companies are stuck waiting to go public Inside the Permian Basin: negative natural gas prices, the AI power crunch, and why the U.S. needs more of everything — nuclear, gas, solar, and wind What 400 million barrels of drawn-down global oil inventory means for prices over the next five years A closing word on presence, parenting, and what it means to steward the time we're given This episode is a masterclass in reading past the headline number — whether that's an index level, an IPO valuation, or a barrel price — to the stewardship question underneath it. For faith-driven investors trying to separate signal from noise in a genuinely strange market, this is a conversation worth sitting with. Watch the full episode on YouTube or continue to stream audio on your favorite podcast platform.

Permian Basin oil companies are reporting strong quarterly earnings, as the Iran war keeps prices up and supply restricted. West Texas, formerly in a slump, has seen an uptick in hiring and new rigs. But oil companies are moving cautiously — they want to avoid a bust after the boom. Also in this episode, more caution: Small businesses carefully weigh workforce expansion, the U.S. invests billions to prop up the Japanese yen, and a Colorado peach farmer preps for a water shortage.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.Read the stories in today's episode:Why did the U.S. just spend billions to prop up the Japanese yen?What the bond market is trying to tell usHow small- and medium-sized firms are navigating this labor market momentBecoming a freelance court reporter helped this mom find herselfHigh oil prices lift all boats in the Permian Basin, but companies remain cautiousPeaches pay the bills for Western Colorado farmers, but drought makes their future uncertain

Permian Basin oil companies are reporting strong quarterly earnings, as the Iran war keeps prices up and supply restricted. West Texas, formerly in a slump, has seen an uptick in hiring and new rigs. But oil companies are moving cautiously — they want to avoid a bust after the boom. Also in this episode, more caution: Small businesses carefully weigh workforce expansion, the U.S. invests billions to prop up the Japanese yen, and a Colorado peach farmer preps for a water shortage.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.Read the stories in today's episode:Why did the U.S. just spend billions to prop up the Japanese yen?What the bond market is trying to tell usHow small- and medium-sized firms are navigating this labor market momentBecoming a freelance court reporter helped this mom find herselfHigh oil prices lift all boats in the Permian Basin, but companies remain cautiousPeaches pay the bills for Western Colorado farmers, but drought makes their future uncertain

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the play button above.We conclude our month long series on Strait of Hormuz (SoH) Crisis takeaways with a look at what this conflict means for the related topics of sustainability, climate, and the environment.Three key messages this week:* Many proponents and opponents of “Net Zero” are drawing the wrong conclusions about what this war means for different energy sources and technologies. Energy's natural hierarchy of needs applied at the country level mean the optimal mix of various energy sources and technologies will vary for any given country—a reality the crisis reinforces.* The topic of Sustainability needs to be right-sized and recognized for where it fits into corporate level strategies. Companies exist to generate growth and profitability for investors. Certain sustainability objectives are core to being successful over the long run. Sustainability is not a strategy in and of itself.* We shall offer free advice on what hyperscalers can learn from the oil & gas industry.We are going to do our best to not rehash our now well-known pushbacks on the excesses of the 2020-23 “Net Zero” era. The madness of that period we don't think ever returns, no matter who wins the US presidency in 2028. But we do get the question—and we are appreciative of those of you that ask—how does sustainability, climate, and the environment factor into our outlook for the energy sector, public policy, and corporate strategy and how does the SoH Crisis change or impact the views we have been articulating?We will start with a grounding on how we think about environmental and climate considerations. Our title gives it away: increasing global prosperity is our centering point, both for countries and companies. In terms of our concern level around the need to address climate change, we would characterize our specific climate opinions as broadly consistent with US Energy Secretary Chris Wright and former University of Colorado professor and Substack author (here) Roger Pielke Jr.At the country level, energy's natural hierarchy of needs that we frequently discuss is observably all any country cares about at all times (Exhibit 1). Abundant and reliable energy is a 24/7/365 pre-requisite. It needs to be affordable the vast bulk of the time. Country leaders care about geopolitical security in order to protect reliability and affordability. Clean air and clean water are 100% correlated with societal wealth. Addressing carbon emissions goes hand-in-hand with a maximum prosperity scenario where billion person-scale economies like China and India are highly motivated to crack the code on new energy technologies that are de facto lower in carbon intensity. Pretending that society and companies can be forced onto prescriptive “Paris-aligned Net Zero by 2050 pathways” was the fatal flaw of the 2020-2023 era.For companies, the only goal is to generate competitive returns and growth for shareholders. Sustainability exists at the level of community engagement, license to operate, and as a possible alternative to government regulation. It is a component of running a company similar to many other functions; it is not a strategy in its own right (e.g., pressuring oil & gas companies to transition business models in the name of addressing climate change never made sense).With that grounding, we are going to use a Q&A styled format to address how we think the related topics of sustainability, climate, and the environment will be impacted by the Strait of Hormuz Crisis.Exhibit 1: Energy's natural hierarch of needsSource: Veriten.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com.Q1: Does the SoH Crisis mean that the core tenet of Net Zero by 2050—which was to switch out of crude oil, natural gas, and coal into renewables, EVs, and other new tech—was correct after all?No. It does not. Our issue with Net Zero by 2050, or any other year for that matter, is that it incorrectly treats carbon emissions as the organizing principle for economic activity. It is not nor will it ever be, irrespective of how much (or little) concern any specific leader or group of citizens has about climate. There is nothing about the Strait of Hormuz Crisis that suddenly makes Net Zero pathways more relevant.Q2: So the opponents to Net Zero are correct that renewables and other new technologies are a boondoggle that plays on climate alarmism?No. It does not mean that either. The focus on non-oil, natural gas, and coal technologies will be driven by the massive unmet energy needs of the other 7 billion people on Earth that seek their own version of the prosperous lifestyles The Lucky 1 Billion of us take for granted. A specific view on climate is largely irrelevant to technology development. Reliability, affordability, and geopolitical security are the motivations to figure out new technologies. We are seeing this in real time in places like China and other Asian countries.Q3: Are there examples of countries that are adjusting away from a prior emphasis on Net Zero pathways as a result of geopolitical turmoil?We are optimistic about Norway and Canada, as two countries that are showing signs of appropriate course corrections. In the case of Norway, as a small, wealthy country, de facto mandating 100% EVs in order to not burn gasoline for consumer transportation is a choice they are free to make. More importantly, Norway is remembering that increasing oil and natural gas supply from the Norwegian North Sea is critically important to the geopolitical security and economic health of Norway, Europe, and its allies. Norway is also the home to a vibrant community of new technology companies. More oil, more natural gas, and investing in new technologies—yes!Canada's post Trudeau pivot away from Net Zero zealotry seems as much of a reaction to unfavorable rhetoric toward the country from President Trump than necessarily a recognition of how little sense it made for Canada to pursue energy policies that sought to limit the development of its massive oil sands and natural gas resources. Still, we will accept the directional improvement under PM Carney, irrespective of the apparent motivations.Long-time Super-Spiked subscribers know how critically important we believe energy and power integration between the United States and Canada is, making the recent political schism deeply unfortunate, even as it has seemingly improved energy policy decision making in Canada. The United States is economically and geopolitically stronger thanks to our close energy integration with Canada. The same is true for Canada. We credit our friend, former colleague, and current Deputy Secretary of Commerce Paul Dabbar for the idea that US + Canada + Norway would make for an outstanding trans-Atlantic alliance of energy and technology super powers (here).Q4: What else does geopolitical turmoil reveal about where the Net Zero mindset went wrong?The practical application of Net Zero by 2050 policies in many rich-world countries, states, and provinces has been to restrict domestic oil, natural gas, and coal production, mandate the use of new technologies, all while losing competitiveness in manufacturing and business more broadly. Restricting domestic energy supply, making energy prices uncompetitive, and offshoring industrial manufacturing should not be the objective of any country, state, or province. It is without question bad for geopolitical security, bad for domestic economic growth, and bad for the environment.Rather, we recommend a play on the George Castanza (Seinfeld) line (here): Show me an energy policy strategy that does the opposite. The litmus test is which country's energy and environmental policies come with competitive energy prices and business and manufacturing growth?The United Kingdom versus China is case in point. U.K. leaders have spoken glowingly about eliminating coal from their power sector and all but ending viability of the U.K. North Sea for oil and gas exploration. Yet, the country also faces the outsourcing and offshoring of its refining, petrochemical, and broader industrial base. To be clear, the U.K.'s policy challenges are not limited solely to its energy and climate policies, but those are foundational and almost certainly a meaningful contributing factor.We contrast the U.K. with China which has dramatically increased coal-fired power generation, renewables, nuclear, natural gas, and grown its domestic oil supply while building a massive strategic petroleum reserve. China is now manufacturer to the world with improving living standards for its citizens. The U.K. being on-track, or not, for domestic Net Zero is completely irrelevant to global emissions and, if anything, has been net negative for the climate given China's higher emissions profile. It has certainly been a negative for the economic competitiveness of the U.K.Q5: What are the takeaways from the Strait of Hormuz Crisis for corporate sustainability objectives?Our biggest takeaway is that sustainability is a component of running a successful company, but not a defining objective. It has generally been overstated in importance, especially by a segment of the finance world in Europe and the United States that has pushed for these objectives to gain in prominence. Companies don't exist for “sustainability.” It never made any sense to pressure oil & gas companies, as an example, to aggressively transition to low-carbon technologies in the name of Net Zero and sustainability. Companies exist to generate competitive profitability and growth for investors. Full stop.In order to generate long-term profitability and growth, various sustainability objectives (industry and company specific) for sure need to be met. Employee health and safety is at the top of the list along with ensuring the surrounding community to a given asset is also not harmed. Community engagement is core to any company's license to operate, especially when new growth plans are being pursued. The ultimate list is longer than what is mentioned here, but the point is that this area broadly does not separately merit high profile attention any more than do other critical corporate functions like human resources, legal, cybersecurity, treasury, and so forth. They all contribute to running a successful company.Q6: What are some contemporary examples of “sustainability” objectives you believe need to be addressed?Examples of current sustainability issues that we believe should be proactively addressed (not intended to be an exhaustive list):* Water disposal in the Permian Basin and water usage by AI datacenters are hot button issues that communities understandably want answers to.* We have long supported and continue to support near zero methane flaring/venting objectives for the oil & gas industry. This is a topic we have been pleasantly surprised to see the environmental community focus on globally rather than more narrowly just in the United States, Canada, or Europe, as is often the case with activists. We were also pleased to see the progress US companies have made in recent years per the World Bank (Exhibit 1).Exhibit 2: US producers have reduced flaring intensitySource: World Bank* We believe oil & gas, power sector, and hyperscaler/data center companies all have room for improvement in proactively engaging with the public on their industries, how they contribute to jobs, taxes, and economic development. It is the rare executive that is capable of speaking in normal, human, non-corporate speak language.In contrast, we do not believe a company's carbon emissions profile is relevant to its “license to operate” in a given community—a point often pushed by those advocating most loudly for Net Zero policies. No normal human being anywhere spends any time thinking about this. Putting activists aside, no regular person is protesting an oilfield or data center due to its carbon emissions intensity. Water impacts? Yes. Noise? Yes. Particulate pollution? Yes. Traffic? Yes. Carbon emissions? Give me a break.Q7: What should companies do with previously articulated Net Zero objectives?Pragmatically speaking, we recognize the significant pressure companies around the world were under during 2020-2023 to articulate company-specific “Net Zero by 2050” objectives. That said, very few if any could possibly have met those goals, since the wider world has never been even remotely on track for Net Zero be it by 2050 or any other year. The Strait of Hormuz Crisis and general geopolitical turmoil is helping more politicians and policy makers recognize that healthy energy policy starts and stops with reliability and affordability. In the interest of being transparent and sincere, companies should be truthful about whether sticking with prior Net Zero aspirations is something they actually think is (1) in the best interest of their companies and (2) is possible on any time horizon that can be modeled today.Q8: What can hyperscalers learn from the oil & gas industry?Key lessons:* You will never appease climate activists. Focus on optimizing for growth and profitability.* Your prior Net Zero objectives never had a chance of being achieved, especially if including so-called scope 3 emissions. Net Zero does not make sense at the individual company level.* Economic development, of which the technology sector today is a huge driver, is 100% correlated with clean air and clean water. Richer societies are better equipped than poorer regions to adapt to a broad range of environmental and climate issues. Americans and the wider world is overall better off that our leading technology companies exist in a similar way that we are fortunate to have healthy, vibrant, and profitable energy and power companies.* Speak sincerely and directly to the general public and the communities where you are investing about the actual impacts of your projects. You can't outsource this function. It starts with the CEO and then filters down. Skip the corporate speak and language of appeasement.* Vocally push back on policies that weaken domestic energy development opportunities in any region in which you are investing.⚡️On A Personal Note: Gone Shootin'The last time I shot a gun was in the 4th grade in what was then called Indian Guides. That almost certainly is not the name today; I think in New Jersey it is now called “Adventure Guides” which frankly is kind of lame. I believe we appropriately remembered and honored Native Americans under the original name, but society apparently disagrees with that perspective. Credit to my wife's brother's wife, who hails from the Golden State of all places, for the brilliant idea to go clay pigeon shooting during our vacation last week to The Cotswolds, about 2 hours west of London.Boy was that fun!!! We had a great instructor, Patrick I think was his name—not a fan of London or Londoners apparently; a country guy that was local to the area. There were six in our group. My brother-in-law, his wife and son, and my two daughters. All first timers. All of us successfully hit those crazy clay pigeons popping up in the field. Great job Patrick! Great job in-laws and daughters!I definitely need to practice. I had some beginners luck on the initial six shells, I want to say with five successful strikes on the ones going straight up in the air. But the ones that were flying away from us gave me more trouble and I was consistently low-left and a bit early. It was oddly tiring. A shot gun is definitely heavier than a golf club. As a second hobby, it's a keeper. Seems safter than pickleball as a golf complement.⚖️ DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

P.M. Edition for July 31. ExxonMobil and Chevron had a blockbuster quarter after the Iran war disrupted energy markets. Journal reporter Collin Eaton discusses the historic refining margins they're enjoying. Plus, America's lettuce growers are facing a steep decline in sales because of the cyclospora outbreak. As WSJ's Amira McKee explains, that's forcing some to make some tough choices about what to do with their current crops. And Apple saw a record decline in market cap after the iPhone maker's disappointing outlook. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wondering if Texas oilfield frac sand hauling is your next move? We break down the real pay, hidden costs, certifications, and daily grind: from Permian Basin road hazards to the capital you'll need before starting. To learn more, visit https://sisuenergyllc.com/texas-oil-field-truck-driver-typical-day/ Sisu Energy City: Fort Worth Address: 2400 Handley Ederville Rd Website: https://sisuenergyllc.com/ Phone: +1 817 717 1616 Email: Info@sisuenergyllc.com

Oil is up, China is buying again, and America's energy future is at a crossroads. In this episode, we tackle eight stories that matter: geopolitical chaos driving Brent above $90, the SPR disaster, Halliburton's shale boom, the AI data center power crisis, and why the Trump administration is reshaping energy policy. This is the energy news you can't afford to miss.1. Oil Market Volatility & Geopolitical TensionsThe podcast opens with oil prices surging above $90/barrel for Brent crude, driven by attacks in Kuwait, tanker incidents in the Strait of Hormuz, and renewed U.S.-Iran tensions. The Houthis are also active in the Red Sea, creating additional supply chain disruptions. Analysts are predicting higher oil prices for longer, with crack spreads at historic highs.2. U.S. Oil & Gas Production StrengthHalliburton reports positive outlook for North American shale activity in 2026. The U.S. has reached a record 13.586 million barrels per day in 2025, with enhanced oil recovery and the Permian Basin continuing to thrive. Natural gas exports and LNG are highlighted as critical economic drivers.3. Strategic Petroleum Reserve (SPR) CrisisThe Biden administration's mismanagement of the SPR is heavily criticized—including massive drawdowns without refill (180-300 million barrels), wasted taxpayer dollars on damaged equipment, and aging infrastructure. The GAO warns of "looming operational limitations," and the host emphasizes the need to refill the SPR given current geopolitical risks.4. Data Center & AI Power Demand ExplosionData centers are on track to consume up to 20% of U.S. electricity by 2035 due to AI growth—a 4-5x increase from current levels. However, grid transmission bottlenecks are a major constraint; the U.S. needs 5,000 miles of new high-voltage transmission lines annually but has only added 392 in the last two years.5. UK North Sea Energy PolicyThe incoming UK Prime Minister is signaling support for North Sea oil and gas projects (Jack Draw gas field, Rosbank oil field), though the host expresses skepticism about bureaucratic obstacles. The irony is highlighted: the UK imports Norwegian gas while sitting on untapped North Sea reserves.6. Iraq's Oil Export StrategyIraq is shipping 4 million barrels per day via 1,400 tanker trucks daily—a forced paradigm shift due to geopolitical constraints. Iraqi oil companies are also partnering with Chevron, ExxonMobil, and ConocoPhillips to capture flared gas, reducing Iraq's reliance on imported energy.7. Trump Administration Energy Policy & Climate Research AccountabilityPresident Trump has ordered a suspension and potential debarment of officials tied to fraudulent climate research. The host criticizes the "false climate narrative" and argues for an "all of the above" energy approach (coal, natural gas, nuclear) until technology allows full transition to renewables.8. Federal Energy Subsidies & SpendingIn fiscal year 2025, federal subsidies and tax expenditures totaled $64.1 billion, with renewables, EVs, and efficiency capturing 90% ($57.9-58 billion), while fossil fuels received only $2.6 billion. The host distinguishes between subsidies and tax incentives.1.Brent Tops $90 as Tanker Hit in Strait of Hormuz Amid Escalating US-Iran Tensions — Is “Higher for Longer” Here to Stay?2.Halliburton Sees Improvement in North American Activity in 20263.US Strategic Petroleum Reserve Sites Left Inoperable Under Biden Administration — Trump and Energy Secretary Wright Race to Fix the Damage4.Data Center Growth on Track to Absorb a Fifth of US Power Use by 2035: Nuclear Had Better Be Implemented Before We Get There5.U.S. Needs 5,000 Miles of New High-Voltage Lines Annually — It Only Built 3926.New UK Prime Minister Set to Back North Sea Oil and Gas Projects7.Thousands of Tanker Trucks Haul Iraq's Oil to Secure Revenue: A Forced but Strategic Paradigm Shift8.President Trump Orders a Review of the Green Graft and False Research ProvidedCheck the articles on https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

https://www.youtube.com/watch?v=Q2f7C_7ZyG0 Recorded: July 9, 2026 In this post–Fourth of July episode of the PetroNerds Podcast, Trisha Curtis welcomes Hon. Jason Isaac back to the show for a wide-ranging discussion about global oil markets, geopolitical risk, American energy security, and the policies shaping energy affordability and reliability. Trisha begins with a market snapshot—WTI near $72 per barrel, Brent around $76 per barrel, and Henry Hub natural gas near $3 per MMBtu—before examining the renewed conflict involving Iran. Trisha and Jason discuss attacks on ships and military installations, continued crude movements through and around the Strait of Hormuz, U.S. vessel escorts, ship-to-ship transfers, trucking, and the growing pipeline infrastructure that could steadily reduce Iran's leverage over global oil flows. The conversation then expands to Russia's shadow tanker fleet, Ukrainian attacks on vessels and refining infrastructure, Venezuelan and Iranian crude exports, and India's growing role in refining Russian oil. Trisha explains why disrupting individual tankers and refineries matters, while cautioning that Russia still has multiple ways to move crude and obtain refined products. Trisha and Jason also break down the coordinated release from the Strategic Petroleum Reserve, emphasizing the difference between an exchange and an outright sale. They discuss the relationship between SPR drawdowns, U.S. crude exports, oil prices, and the eventual need to replenish strategic inventories. China is another major focus. Trisha challenges conventional estimates of Chinese oil demand and argues that China's ability to reduce imports may reflect years of aggressive stockpiling rather than a sudden drawdown of its reserves. They explore China's refined-product exports, its economic slowdown, its energy relationship with Russia, and the enormous influence Beijing continues to exercise across global energy markets. In the second half, the conversation turns to energy development in Africa, international financing, the World Bank, the U.S. Export-Import Bank, European energy policy, air-conditioning access, climate modeling, fuel taxes, climate litigation, the Texas power grid, Permian Basin natural gas, flaring restrictions, transmission spending, and the cost of integrating intermittent generation. Throughout the episode, Trisha and Jason make the case that abundant, affordable, and reliable energy is essential to economic development, national security, and human flourishing. Prepared from the supplied episode transcript.  Key Topics Why crude continued moving despite disruption concerns in the Strait of Hormuz Pipeline projects and alternative transportation routes around the strait Iran's shrinking leverage over regional oil exports Russian shadow tankers and Ukrainian attacks on refining infrastructure The Strategic Petroleum Reserve exchange and its impact on exports and prices U.S. crude production approaching 14 million barrels per day China's oil imports, stockpiling strategy, demand, and refined-product exports Energy investment, corruption, and infrastructure development in Africa International financing for coal, natural gas, and energy development European heat, air-conditioning access, and electricity reliability Climate modeling, RCP8.5, and the “They Knew” research project California fuel taxes and the consumer cost of climate mandates Climate litigation involving energy companies Texas transmission projects and the cost of integrating wind, solar, and batteries Permian Basin natural gas, power generation, ESG commitments, and flaring

Today we were joined by three outstanding guests to discuss one of the biggest long-term opportunities and challenges facing the Permian Basin: produced water. We were thrilled to welcome Adrianne Lopez, Research and Development Manager at Texas Pacific Water Resources, along with Dr. Scott Tinker, Chairman of Switch Energy Alliance and Director Emeritus of the Bureau of Economic Geology at the University of Texas, and Derek Tinker, Founder of Agnostic Data Group. We appreciated hearing each of their perspectives on why produced water has become one of the defining issues for the future of the Permian, the technologies making large-scale desalination increasingly feasible, and how produced water could become a valuable resource for agriculture, power generation, AI infrastructure, and beyond. In our conversation, Scott explains the scale of the challenge, noting that the Permian now produces roughly 20 million barrels of water every day, with water-to-oil ratios continuing to increase across much of the basin. He outlines why disposing of that water through underground injection is becoming more difficult and more expensive, and argues that beneficial reuse represents one of the industry's largest untapped opportunities. Adrianne walks us through the science behind produced water, explaining why it is significantly more difficult to treat than seawater. She details Texas Pacific's work developing freeze desalination technology, the company's new 10,000-barrel-per-day demonstration facility, and why reaching commercial scale, alongside continued regulatory progress, will be critical to improving the economics of produced water desalination. We examine where this water could ultimately be used, from AI data centers and power generation to cotton production and land rehabilitation, and why collaboration between industry, regulators, and technology providers will be essential. We discuss the valuable minerals contained within produced water, including lithium, the role of AI and real-time monitoring in building public trust, and why transparent, independently verified water quality data are as essential as the treatment technology itself. Scott argues that the industry already has many of the technologies needed to move forward. The remaining challenge, he suggests, is creating the economic incentives and regulatory certainty needed to scale solutions that can reduce disposal volumes while creating entirely new sources of water for Texas. As disposal costs continue to rise and desalination costs decline with scale, he believes operators have an opportunity to address a growing operational challenge while reinforcing the industry's long-term position in the Permian. Mike Bradley opened the discussion by noting that market rotation has been the defining theme in recent trading. While Treasury yields moved modestly higher this week, investors are largely looking ahead to next week's CPI and PPI reports for potential market-moving data. Within equities, semiconductor stocks have pulled back sharply after leading the market for much of the year, while the Mag 7 have recently rebounded. In energy, the sector moved higher alongside a roughly $2/bbl increase in WTI crude to ~$70/bbl following renewed attacks on vessels transiting the Strait of Hormuz. Mike noted that oil markets appear to be pricing in a quick return to normal in the region, which may prove optimistic. He also highlighted that second-quarter earnings season begins in earnest during the week of July 20, with several oilfield services companies reporting results. U.S. natural gas prices strengthened on hotter summer weather, while European gas prices rose as below-normal inventories and geopolitical tensions supported the market. Mike concluded by highlighting the IEA's 3Q26 Gas Market Report, which projects global natural gas demand will decline 0.5% in 2026. Robby Kester also joined and added his technology perspective and questions throughout the conversation. We will be staying close to this topic and hope you find the conversation as useful and informative as we did. Our best to you all!

In a world where we're constantly bombarded with prices at the pump, it's easy to feel like oil companies are gouging us, but what if the real culprit is our own perception of how oil is priced? This episode delves into the fascinating world of fungible commodities, where the price of oil is set on a global market, not by where it's produced.The speaker takes us on a journey to explain how oil is priced, using the example of a producer in the Permian Basin who can sell their oil to a refinery in Texas or ship it to one in Singapore, commanding the world price. We learn that oil is a globally traded asset, and its price is set by the global market, not by geography. This means that American oil is priced by the same global market as imported oil, and events on the other side of the world can affect the price we pay at the pump.The conversation also touches on other commodities that trade like oil, such as lumber and copper, which are also subject to the whims of the global market. We hear about how a drought in Brazil can spike the price of coffee, and a war in Ukraine can raise the price of bread in Kansas. The speaker argues that if a commodity is standardized and portable, it will have a global price, not a local one.If you're curious about how the oil industry works and why prices seem to fluctuate so wildly, this episode is a must-listen. Join us as we explore the fascinating world of fungible commodities and how they affect our daily lives.See omnystudio.com/listener for privacy information.

Episode 132 - Midland, Texas, may be known around the world as the heart of the Permian Basin, but its story is evolving far beyond oil and gas. In this episode of the Latino Business Report, we explore how one of the world's most productive energy regions is diversifying its economy, attracting new investment, supporting entrepreneurs, and building the workforce needed for the future. Our conversation examines the opportunities and challenges shaping Midland's next chapter, the critical role of small businesses and Latino entrepreneurs in driving economic growth, and why the city is becoming an increasingly attractive destination for business expansion and innovation. If you're interested in economic development, entrepreneurship, workforce trends, or the changing face of West Texas, this is an episode you won't want to miss.

Thinking about hauling frac sand in the Permian Basin? This episode covers twelve to fourteen-hour shifts, real take-home pay after expenses, startup certifications, and how in-basin sand sourcing is changing the game for owner-operators in West Texas. To learn more, visit https://sisuenergyllc.com/texas-oil-field-truck-driver-typical-day/ Sisu Energy City: Fort Worth Address: 2400 Handley Ederville Rd Website: https://sisuenergyllc.com/ Phone: +1 817 717 1616 Email: Info@sisuenergyllc.com

In this episode of The Right Idea, Derek Cohen sits down with Carson Clayton, TPPF Life Powered Campaign Director, to break down the controversial 765 KV transmission lines (Strategic Transmission Expansion Plan / STEP).Texas lawmakers and activists are sounding the alarm over a $33 billion plan to build massive ultra-high voltage transmission lines across the state — cutting through pristine Hill Country and farmland — instead of addressing the root cause: Texas' broken energy market that over-subsidizes intermittent wind and solar while under-building reliable dispatchable power.Featuring powerful clips from Senator Kevin Sparks and Representative Brad Buckley.Key Topics:Why the Permian Basin — one of the most energy-rich regions in the world — needs power imported from Central TexasHow federal subsidies, ESG pressure, and ERCOT's energy-only market are distorting investmentThe massive cost to ratepayers and landownersWhat real market reform looks like to prevent blackouts and unnecessary transmission boondogglesTimestamps:00:00 - Welcome & Introduction to the 765 Lines Controversy01:23 - What Are the 765 KV Transmission Lines?02:41 - Senator Kevin Sparks on the Permian Basin Plan04:40 - Why Wind & Solar Boom Created a Reliability Crisis08:37 - Senator Sparks on ERCOT Market Failures & Subsidies09:39 - How the Energy-Only Market Rewards Unreliable Power12:19 - Federal Policy, ESG, and Renewable Credits Driving the Problem15:12 - Rep. Brad Buckley: Pause the Project & Reform the Market17:02 - Proposed Market Reforms (SB 715 & Reliability Standards)20:01 - The Coming Reliability Cliff & Why Transmission Is Just a Band-Aid21:22 - How Much Gas Generation Would Make the 765 Lines Unnecessary?If you care about Texas energy independence, affordable electricity, property rights, and keeping the lights on, this is a must-watch.

A Texas oilfield truck driver's typical day runs twelve to fourteen hours on duty, with up to eleven hours behind the wheel, multiple frac sand loads, and unpaid wellsite waits that cut into real earnings across the booming Permian Basin. To learn more, visit https://sisuenergyllc.com/texas-oil-field-truck-driver-typical-day/ Sisu Energy City: Fort Worth Address: 2400 Handley Ederville Rd Website: https://sisuenergyllc.com/ Phone: +1 817 717 1616 Email: Info@sisuenergyllc.com

What happens when 11 incredible women come together to share their stories? In this special episode of The Krista Escamilla Show, recorded live during the Fabulous Women of Midland Speed Podcasting Event at Coco Bananas, you'll hear inspiring conversations from women who are making a difference in our community through business, leadership, service, and entrepreneurship.   This event brought together more than 35 women for an evening of networking, connection, and encouragement while raising over $1,000 for Family Promise. It was a beautiful reminder that when women support women, amazing things happen. A huge thank you to Sarah Stredic with Power Funding, Hannah Carrasco with Coco Bananas, and Shonna Morales with Fabulous Women of Midland for creating such a meaningful event.   Please take a moment to support these incredible women. Follow their businesses, engage with their content, and shop local whenever you can. Every like, share, follow, and referral helps strengthen our West Texas community.   At The Krista Escamilla Show, we believe everyone has a story, and every story has the power to inspire. If you believe in supporting local businesses, empowering women, and sharing inspiring stories, please subscribe, like, and share this episode. Your support helps us continue highlighting the incredible people who make Midland, West Texas, and the Permian Basin such special places to call home. A special thank you to our sponsors for supporting our show so we can keep spreading the GOOD stories of West Texans. Support them however you can. Rig-ID Workwear, The Preserve at Midland, Omni Midland Hotel, Thin FR, Midland Cap Co. The Locklin Hotel and www.joincapclub.com  Thanks for Listening :)   #TheKristaEscamillaShow #FabulousWomenOfMidland #WomenSupportingWomen #MidlandTX #WestTexas #SupportLocal #FemaleEntrepreneurs #Community #Podcast #inspiration             women supporting women, women entrepreneurs, Midland Texas, West Texas, Fabulous Women of Midland, The Krista Escamilla Show, female business owners, women in business, networking event, inspiring stories, entrepreneur podcast, local business spotlight, support local businesses, women leaders, community stories, motivational podcast, Texas podcast, business networking, Family Promise, speed podcasting, Midland podcast, West Texas women, women empowerment, local entrepreneur stories, community leaders

What a day on the EnergyNews Beat News Desk, we have 10 big stories for you, and as we were filming this, President Trump calls off the plans - wow, changed everything. David Blackmon's Energy Additions Stops by the Energy News Beat Stand Up as we used one of his stories on blackmon.substack.com.Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.As David and I were signing on to film the podcast, President Trump called off the strikes to take Kharg Island, and I am hoping this is to reposition assets and give some surprise to their capture. The oil markets dropped to $87. 94 for WTI, and this brings up the Paper trading versus the Physical delivery price of $140.1. Iran Geopolitical Crisis & Military StrategyThe hosts extensively discuss U.S.-Iran tensions, focusing on President Trump's shifting positions on military strikes and seizing Cargo Island. They analyze three phases of military action: (1) stabilizing oil prices by moving ships through the Strait of Hormuz, (2) degrading Iran's military capabilities, and (3) direct action inside Iran. A key point is that without “Venezuelan-style controls” on Iran's oil exports, hostile actors could profit significantly.2. Oil Markets & Strategic Petroleum Reserve (SPR)The podcast explores why physical oil prices exceed $140 while futures trade below $100. Key factors include China's reduced crude imports (4 million barrels/day reduction), alternative export routes bypassing the Strait of Hormuz (7-10 million barrels/day), and tanker truck alternatives. Critically, they warn that the U.S. SPR is dangerously low—only 6.1 weeks away from the safe operational level of 300 million barrels.3. Global Energy Infrastructure & Pipeline DevelopmentMultiple countries are building alternatives to the Strait of Hormuz to reduce Iran's leverage. Kuwait is negotiating pipelines with Saudi Arabia and UAE. Japan signed a major LNG deal. This reflects a broader theme: the world is reducing dependence on chokepoints Iran controls.4. U.S. Energy Policy & Data CentersGovernor Abbott's directive requires data centers in Texas to fund their own electrical infrastructure, protecting the grid. Texas is becoming the data center capital (second only to Virginia), with massive natural gas reserves in the Permian Basin to support expansion.5. Natural Gas Pipeline ExpansionKendra Morgan's Gulf Express pipeline expansion will come online soon, preventing flaring and enabling 4.5 BCF of new Permian outbound capacity by 2026—a significant development for energy markets.6. Banking & Investment in Fossil FuelsThe world's 65 largest banks invested $906 billion in fossil fuels in 2025, with the Iran conflict expected to escalate exploration, production, and energy security spending. The ordering of 250 supertankers signals long-term confidence in oil demand.7. Political Concerns & Congressional DysfunctionWe express frustration with President Trump's inconsistent messaging on Iran policy and criticize Congress for its lack of support, calling for primary challenges against most incumbents.All of these stories are on the Energy News Beat website - the World's Best Podcast Show Notes. 1.Trump: US Will 'Assume Total Control' Of Iran's Oil Infrastructure2.President Trump Announces Plans to Strike Iran Again and Take Control of Kharg Island, Echoing Venezuelan-Style Oil Controls3.Why Oil Is Still Below $100 a Barrel When Physical Oil Is Over $1404.The Tale of Two SPRs and Different Uses: US and China Navigate the Iran War Supply Shock5.Full Story on the Downed Apache – Part of Getting 22 Tankers through the Gulf6.Kuwait Oil Chief Seeks Pipeline Alternatives to Skirt Hormuz7.Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz8.Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs9.Kinder Morgan's Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices10.World's 65 Biggest Banks Pumped $906 Billion Into Fossil Fuels in 2025. The Iran War will escalate exploration and production, pipelines, and energy security spending and financing.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Stories we're following this morning at Progress Texas:Not only are they a burden on our water, power, farmland and peace and quiet - massive AI data centers have become the most expensive area of corporate welfare in Texas, and soon across the country: https://www.texastribune.org/2026/04/08/texas-data-centers-sales-tax-break-billion-dollars/...The Dallas, Austin, Houston and Permian Basin areas have become hotbeds for data center development - but that's just the beginning: https://www.houstonchronicle.com/business/energy/article/ercot-grid-data-centers-22286592.php...Early resistance at the county level has thus far been no match for tech company lawyers: https://www.texastribune.org/2026/06/05/texas-hill-county-moratorium-rescinded-data-centers/Dan Cogdell, for almost a decade a member of Ken Paxton's legal team, has defected and endorsed James Talarico in his run for Senate: https://www.texastribune.org/2026/06/08/texas-ken-paxton-impeachment-lawyer-dan-cogdell-james-talarico-endorsement-senate/...Cogdell has not only served as Paxton's lawyer, he's been a prolific fundraiser for him: https://thehill.com/homenews/campaign/5914758-paxton-talarico-texas-senate-race/Donald Trump definitely pooped the party for the New York Knicks last night at Madison Square Garden, as the Spurs took Game 3 of the NBA Finals: https://www.nytimes.com/2026/06/09/nyregion/knicks-spurs-game-3-trump.htmlAfter years of trashing the politics of the NBA, Donald Trump will attempt to use the stage of Game 3 of the NBA Finals to his own political advantage tonight: ⁠https://www.usatoday.com/story/news/politics/2026/06/08/trump-nba-knicks-spurs-finals-madison-square-garden/90403963007/⁠We're excited to see you in Dallas for our 16th anniversary celebration on Tuesday June 16! Make your reservation now:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://act.progresstexas.org/a/anniversary2026⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Progress Texas is expanding into both broadcast radio - including a new partnership with⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KPFT-FM in Houston⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Make a tax-deductible contribution to our radio initiative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and to our Spanish expansion⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find our web store and other ways to support our important work at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://progresstexas.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠

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.

Coach Rodney Blackshear joins The Krista Escamilla Show to talk about his incredible football journey and his vision for Midland's newest football team, Tall City Black Gold. With decades of experience in professional, collegiate, and minor league football, Coach Blackshear shares how leadership, mentorship, and player development have shaped his coaching philosophy both on and off the field. Coach Blackshear's career includes:

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.

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.

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.

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.

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.