Podcasts about refiners

The early signs of a rebound can be seen in Venezuela, where crude oil production and exports are on the rise, although plenty of unknowns remain. Today, we look at how much Venezuelan crude is reaching the U.S., how the U.S. import slate has changed, and preview our latest Drill Down Report.

Chantelle shares on Keeping Jesus close during the refining seasons of our lives.

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a moderately edited transcript using the blue Download button below. There is no PowerPoint slide deck this week.This week we introduce the topic of how to think about energy equity valuations given a Geopolitical Super Vol macro backdrop. Traditional valuation metrics like EV/EBITDA are likely to prove especially unhelpful at a time of major geopolitical uncertainty and commodity volatility. We harken back to the framework we used in the early 2010s for US refiners when Brent-WTI first blew out to around $20/bbl when surging shale oil production unexpectedly filled up pipelines and infrastructure. At the time, investors treated every press release of a contemplated pipeline reversal as solving the bottleneck. Spreads did ultimately narrow meaningfully, as expected, but the transient “above normal” cash flows were not worth zero as the market was initially ascribing. Our framework gave “one-time” credit to temporary cash flows and full credit for our estimate of mid-cycle earnings. This is not a perfect analogy for a geopolitical event like the Strait of Hormuz, but we think the framework is a good one for this environment.

The sixth disputation of Malachi opens with a damning charge: Israel's cynicism has crossed from lamentation into active distortion of justice — calling evil good and demanding a God of justice they don't actually want. Meyers, Roberts, and Bejon explore how the Lord's answer to that hollow provocation is a coming that refines rather than destroys, purifying the sons of Levi so that right offerings — and right lives — can at last be brought before him. Along the way the conversation moves through the second temple's peculiar vacancy, the mincha offering as tribute of human work, and the Lord's role as expert witness in a divine lawsuit.

This episode examines how China's privately operated “teapot” refiners have emerged as Iran's primary financial lifeline by purchasing the vast majority of its oil exports, channeling tens of billions of dollars annually despite escalating U.S. sanctions. It integrates the latest developments in the Strait of Hormuz, where a fragile post-ceasefire environment has seen renewed military exchanges, U.S.-led reopening efforts, and sharply reduced tanker traffic. Listeners will gain a clear understanding of the interplay between energy trade, sanctions enforcement, and geopolitical risk in this critical chokepoint.

The shale oil surge from Vaca Muerta forced a transformation of Argentina's refining system, which had originally been designed for heavy crudes. This shift had a corresponding impact on the slate of refined products available to the Argentine market and to the region. To learn more, listend to this conversation between Argus business development manager Nazareno Ferrero, based in Buenos Aires, and Camila Fontana, deputy bureau chief of the Argus office in São Paulo.  Here are some of the topics discussed in this episode: Refiners invest to process lighter crudes  LPG exports from Argentina  Growing oversupply of low‑octane naphthas  Opportunities in jet fuel 

U.S. refineries are, of course, far less dependent on crude oil from the Middle East than they were before the Shale Revolution. But the cutoff in oil supplies from the Persian Gulf is forcing several U.S. refiners to look elsewhere for the mostly medium-sour crude they had been sourcing from the region.

This week's Open Mic guest is John Bode, President and CEO of the Corn Refiners Association. The annual "Feeding the Economy Report" was recently released, indicating the food and agriculture sector contributes over $10 trillion to the nation's economy and provides over 49 million jobs. Bode discusses the opportunities and challenges presented by the recent Dietary Guidelines and by the MAHA Commission. He says CRA members support free trade and hope for a successful review of the USMCA trade agreement. 

Our Asia Energy Analyst Mayank Maheshwari discusses how the conflict in the Middle East is sending ripple effects through Asia's energy, power and food systems.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mayank Maheshwari, Morgan Stanley's research analyst covering energy markets in India and Southeast Asia.Today—how disruptions linked to Iran and the Strait of Hormuz are creating energy-related disruptions across Asia.It's Monday, March 23rd, at 8am in Singapore.To understand the scale of the impact, let's start with a simple fact: about a quarter of Asia's energy—that is oil, liquefied natural gas, and propane—comes from the Middle East, much of it flowing through a single chokepoint, the Strait of Hormuz. Any disruption here affects more than just oil prices. It also hits power generation, industrial output and even food supply chains across the region.Asia hasn't seen a true energy access shock in over 50 years. So that makes this moment very critical. And with oil around $100 per barrel, stress is building in the system. Diesel margins are double pre-conflict levels. Jet fuel premiums have nearly doubled. And Dubai crude—normally cheaper than Brent historically—is now trading at a premium of more than $20 per barrel. This kind of price move signals tightening supply chains.Asia's dependence on [the] Middle East runs deep. Refiners source up to 80 percent of crude from the region, and 30–40 percent of LNG imports originate there. For major economies like India and China, roughly 40–50 percent of oil demand passes through Hormuz. It's a critical energy highway. And when flows slow, the entire system backs up.Inventories may look like a buffer. Asia holds around 65–70 days of crude. But the system reacts sooner than waiting to run out. Governments are already rationing energy, industries are cutting LNG and LPG usage, and export restrictions are limiting downstream production of fuels. The tightening has already begun.The real pressure point may not be oil, but natural gas—particularly LNG, as Qatar, which is a big supplier of Asia's LNG, has seen infrastructure damage. Asia accounts for about half of global LNG consumption, with up to 40 percent secured from the Middle East. Unlike oil, LNG has very limited buffers; in number of days, and not in months.This is where the story extends well beyond energy. Around 25 million tons per year of petrochemical capacity has been impacted, along with roughly 10 million tons of fertilizer production. Prices for key materials like polymers have risen 15–25 percent in just a few weeks, and the premiums are still rising. These inputs feed into everyday products—from cars and electronics to packaging and agriculture. Even basic services are affected, with cooking gas shortages hitting restaurants in parts of Asia.Policymakers are responding, but options are limited. Around 100 million barrels of crude has been released from reserves. Countries are securing higher-cost LNG cargoes. And many are turning back to coal for reliability despite environmental trade-offs.Ultimately, the longer this disruption persists, the more pressure builds across energy, power, chemicals, and food systems. And in a region as interconnected and import-dependent as Asia, those ripple effects spread quickly—and widely.Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Despite ongoing efforts by Pemex to boost production of gasoline, diesel and jet fuel, the Mexican market still depends on imports from the U.S. for just over half of its refined product needs. And moving nearly 700 Mb/d of transportation fuels to population centers south of the border is no easy task.

The outlook for Russian and Venezuelan crude flows, as well as geopolitical developments in Iran, are keeping Asian refiners on edge. Indian refineries have valued heavy Venezuelan crudes in their mix in the past, but will be looking out for signals of stable oil flows from the country. Meanwhile, the country's imports of Russian crude have decreased as sanctions have intensified. In this episode of Platts Oil Markets Podcast, Sambit Mohanty, Asia Energy Editor, Benjamin Tang, head of liquid bulk at S&P Global Commodities at Sea, and Pulkit Agarwal, Head of Content for India, discuss these market developments and more.

South Korean thermal coal prices dipped slightly amid quiet trading, while major utilities issued large tenders and received guidance to limit Russian coal to about 10% of imports. Weather‑related delays tightened inventories. Wood pellet prices weakened on soft demand. Korea advanced its energy transition with major renewable expansion plans, a new clean‑energy pact with Sweden, and a 25‑billion‑won decarbonisation auction. Electricity prices were frozen despite high winter demand. Refiners prepared for significant spring maintenance that may tighten fuel supply. Base‑oil exports were stable year on year.

The U.S. is on the brink of a major transformation in refined products. New pipelines into the Desert Southwest and connecting out to California, along with refinery shutdowns along the West Coast, are poised to usher U.S. refiners into a new era shaped by consolidation, efficiency and market power. 

Today we had the exciting opportunity to host Bill Anderson, Senior Managing Director at Evercore and Global Head of the firm's Activism/Raid Defense team and Strategic M&A Advisory practice. Bill is a pioneer in activism defense and has advised more than 500 companies facing activists or strategic raids, including many of the largest proxy fights and defense situations of the past two decades. Prior to joining Evercore in 2016, Bill spent more than 15 years at Goldman Sachs as an M&A partner and leader of its defense team. Earlier in his career, he was an M&A attorney at Simpson Thatcher & Bartlett, clerked on the Second Circuit of the U.S. Court of Appeals, worked as a CPA at Coopers & Lybrand, and served as a Captain in the U.S. Army Reserves. It was our pleasure to hear Bill's perspectives on the latest M&A activity, activism and hostile preparedness, board composition and alignment, and the evolving dynamics between companies, shareholders, and capital markets. In our conversation, we explore Bill's career path from classic M&A work into defense and special committees as markets changed, and how activism became a major driver of M&A. Bill shares his top takeaways from 2025 activity, noting the wide range of deal types and attributing the acceleration in deal flow to greater antitrust optimism, liquid financing, and strong buyer stock performance. We discuss why activism has become a core risk-management issue for public companies, how activists can build positions via derivatives and broker-dealer exposure with limited disclosure (and why 13F filings can be an important early-warning signal), and how shareholder bases have evolved with index funds now a dominant ownership block alongside the continued influence of ISS and Glass Lewis. We cover the difficulty of mobilizing retail votes and related regulatory/state-law considerations, the deal approval environment under Trump versus Biden (including CFIUS as a wildcard), why companies are more careful describing synergies, the impact of universal proxy, and the importance of diversity, tenure, and sector expertise in board refreshment. We touch on the drivers of positive acquirer stock reactions, how companies communicate value at deal announcement, activist dynamics in M&A and when activism becomes contentious, the importance of board alignment and cohesion, increased spin-off activity, and much more. We ended by asking Bill for his thoughts on how companies can attract long-only capital. Throughout the discussion, we reference several elements of Evercore's “2025 Year in Review Report.” It was a fascinating discussion and we appreciate Bill for sharing his time and insights. Mike Bradley kicked us off by noting that the 10-year U.S. bond yield plunged this week following an unexpectedly soft December Retail Sales report. Bond volatility could remain elevated with January CPI set for release on Friday. On the crude oil market front, WTI price appears to have temporarily settled into a $60-$65/bbl trading range, given there have been no major new geopolitical surprises over the past week. In natural gas, prompt natural gas price has completely roundtripped since the Arctic blast started and is now trading back at ~$3.15/MMBtu. U.S. gas storage is back near normal levels (around the 5-year average) and winter weather from here through the end of withdrawal season will determine how constructive the setup is for summer gas price. On the broader equity market front, the DJIA has been one of the real winners this past week (up ~2.5-3.0%), especially versus the S&P 500 (up ~0.5%). Cyclical sectors (Energy, Industrials, and Materials) continue to be the market leaders, while Tech/Telecom continue to lag. In energy equities, most large-caps (Oil Majors, Oil Services, and Refiners) have already reported Q4 results, and the next few weeks will be dominated by E&Ps reporting. E&P commentary will likely be do

The evolving situation in Venezuela is rife with uncertainty. But as the outlook for Venezuelan crude oil improves, there are significant market issues at play as well, including the potential for renewed competition with Canadian heavy crudes along the U.S. Gulf Coast.

Making Money Minute with Ron Hiebert - Oil Glut Currently the world is producing about 2 1/2 million barrels of oil per day more than it is consuming. That glut is expected to at least double this year, and is making investors gloomy on the sector. Lower prices means lower profits and lower stocks. But falling oil prices also have an upside. Refiners of crude increase their profits because their feedstock becomes cheaper. Lower oil prices increase consumption, which is good news for companies that transport fuel like oil tankers and pipelines. Cheaper oil prices, mean companies that consume a lot of fuel, like railroads and airlines, can lower costs and increase profits. For more information listen to our Making Money Podcast with Ron Hiebert and Graham Hicks at letsmakemoney.ca or CFCW.com.

Today we were thrilled to welcome Governor Kevin Stitt of Oklahoma. Governor Stitt was first elected in 2018 and re-elected in 2022. Before entering politics, he was a successful entrepreneur. His company, Gateway, grew into a nationwide mortgage company and, through a merger, became Gateway First Bank, now one of Oklahoma's ten largest banks. In 2018, he received more votes than any gubernatorial candidate in Oklahoma history in his first bid for elected office. As Governor, he has prioritized delivering more value for taxpayers, and his fiscally conservative approach has helped Oklahoma build its largest savings balance in state history. Governor Stitt also serves as Chair of the National Governors Association, which was founded in 1908 to advance bipartisan dialogue, policy innovation, and information-sharing among the nation's governors. It was an honor to host the Governor for an insightful conversation on permitting reform, power affordability, and the policy bottlenecks shaping the U.S. energy and infrastructure buildout. In our conversation, we explore why states, through the bipartisan work of the National Governors Association, are central to unlocking U.S. competitiveness and fixing bottlenecks that Washington has struggled to address. Governor Stitt lays out a practical, pro-business, free-market philosophy to build more of everything, remove obstacles, and let innovation and capital do the work, shaped by his background as a business leader turned governor. We discuss Oklahoma's behind-the-meter power policy that allows large users to self-supply, the broader affordability and power price debate, and the need to better educate the public on where electricity comes from. We dig into what's broken in today's policy framework, including the lack of a single accountable federal regulator, and how short-term politics and pendulum swings can stall long-term, common-sense reforms. We also touch on the added complexity of tribal sovereignty and federal involvement in energy infrastructure development. As mentioned, the National Governors Association's permitting proposal, “NGA Letter on Energy Permitting Priorities” (published in October 2025) is linked here. We greatly enjoyed the discussion and appreciate Governor Stitt for his time. Mike Bradley noted the 10-year bond yield (~4.18%) has traded sideways to start the year. December CPI printed in line with expectations, with PPI due tomorrow. If economic reports continue to print in line, bond yields will likely remain rangebound until the January 28 FOMC meeting. On the oil market front, WTI is up ~$3.50/bbl (~$61/bbl) this year despite 2026 surplus concerns. Oil markets have quickly shifted from 1H26 oversupply and Venezuelan oil production increases to rising Iran-related risk, with the potential for a sharper spike if tensions escalate, especially given that institutional investors are currently bearish (Goldman Sachs Oil Sentiment survey) and very short oil contract “financial” length. In equities, the S&P 500 is up ~2% YTD with the biggest sector winners being cyclicals (Energy, Industrials, and Materials). Materials is the best performing S&P sector this year (up ~7%) due to growing optimism that global GDP growth will be headed higher in 2026. The Russell 2000 is up ~6%, which is far outpacing the S&P 500 & Big AI/Tech stocks, and could be an early sign that market breadth is widening. Energy is up ~5% this year with Oil Services up ~12%, Refiners up ~8% and U.S. Oil Majors up ~6% on hopes that they'll all be beneficiaries of future Venezuelan infrastructure investment and a quick redirection of heavy oil barrels to Gulf Coast refiners. He closed with takeaways from the Goldman Sachs Energy, Clean Tech & Utilities Conference last week including a real sense of optimism despite investors still being most

The U.S. refining industry has been on a real rollercoaster ride in recent years. Today, we take a region-by-region look at the future of the U.S. refining industry and explain why reductions in refining capacity are expected in some areas while others may be in a position to thrive.

This special episode analyzes the United States' intervention in Venezuela on January 3, 2026, and explores its broader implications for Canada and the Canadian oil sector. Peter and Jackie open with a discussion of the geopolitical backdrop and the range of narratives circulating about the U.S. motivations for seizing and arresting Venezuelan President Nicolás Maduro and his wife, including efforts to curb drug trafficking and illegal migration, and to counter the growing influence of China, Russia, and terrorist groups in the country. They also reference the U.S. National Security Strategy released in November 2025, which calls for a Western Hemisphere free from hostile foreign control and signals renewed enforcement of a “Trump Corollary” to the Monroe Doctrine. The Monroe Doctrine is a foundational principle of U.S. foreign policy, first announced in 1823, that set out the United States' view of the Western Hemisphere.  General principles at the time held that European powers should no longer interfere in the Americas and that the Western Hemisphere was now the U.S. sphere of influence. Peter and Jackie then turn to the oil market implications for Canadian oil. If sanctions on Venezuela were eased, increased Venezuelan heavy oil exports to the U.S. could intensify competition for Canadian oil on the U.S. Gulf Coast, which accounts for about 10% of Canada's crude oil exports. The exports to Canada's largest market, the U.S. Midwest, which makes up 70% of all exports, are more insulated. The discussion concludes with an assessment of potential Venezuelan production scenarios, including the possibility of declining output, a pattern that has frequently followed similar government changes in the past. They conclude that, in any scenario, a clear takeaway for Canada is that building additional West Coast pipelines is critical. Diversifying export markets, strengthening economic resilience, and improving national sovereignty and autonomy are imperatives for Canada.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Asian stocks edged marginally lower as investors largely stayed on the sidelines amid a lack of fresh catalysts ahead of key US economic data. Treasuries held their gains. In Asia, Samsung was one of the first major companies to report preliminary earnings. For more on what is moving the markets, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Plus - the US government is taking control of Venezuelan crude, which could reinvigorate flows of Venezuelan crude to American refineries after years of sanctions. The return of Venezuelan barrels to US buyers could mark one of the most significant shifts in global energy markets in recent years, and has already sent Canadian crude prices plunging. For more on the long term outlook in oil, we heard from Vandana Hari, Founder of Vanda Insights. She spoke to Bloomberg's Paul Allen and Avril Hong on the Asia Trade. See omnystudio.com/listener for privacy information.

Regularly scheduled refinery turnarounds are one the most important (and expensive) activities of any refiner. Today, we look at what happens during a typical turnaround, the ways refiners seek to manage their risk, and the biggest potential payoffs that come with a well-executed project.

WELCOME BACK, REFINER! WE'RE ABOUT TO REACH THE HOLLOW!!Last we left our snowbound innies, they'd just met up with a disgusting dead seal. Irv wanted to eat it, no one else was so inclined.Now, the innies are about to reach their objective: Woe's Hollow. Here they will enjoy copious 'luxury meats' (?) along with unlimited toasted marshmallows and 4-ply tissue in the 'loo in case anything doesn't agree with them. Ah, if only it were all so simple and direct. Instead of roasting up some 'mallows, Ms. Huang is forced to toss them all in the fire. The innies get a bit too irreverent when discussing Dieter's strange proclivities AND Mark makes a visit to Helena's tent. He thinks he's visiting Helly R.'s tent. Helena does nothing to set him straight. It may be tender and loving, but it's still sexual assault because Mark does NOT know he's in bed with Helena Eagan!!The end is near, Refiners. The end of the ORTBO, that is. Also, the end of Irving B's innie career. It's huge, it's wild, it's PART TWO of the 'Woe's Hollow' odyssey.**A BIG 'thank you' to new Research Volunteer Refiner Vinny P. Vinny has been providing outstanding research and information during the Season Two Rewatch Episodes.Huge thanks to Adam Scott, star of 'Severance' and host of the Severance Podcast for recording a custom intro for "Severed." Make sure to check out 'The Severance Podcast w/Ben Stiller & Adam Scott" wherever you found this one!A big 'thank you' to friend of the pod Kier Eagan, er I mean Marc Geller! Marc both sat for an interview (make sure to check it out) AND recorded some great bumpers as Kier himself. Follow Marc on Instagram @geller_marc.Support the show on Patreon! (Click here)APPLE PODCAST LISTENERS: If you are enjoying "Severed: The Ultimate 'Severance' Podcast" please make sure to leave a 5-star rating (and, if you want, a review telling others to give it a try). Higher rated podcasts get better placement in suggestion lists. It helps more "Severance" fans find the show. Thanks!!! (Unfortunately, I can't respond to any questions or comments made in Apple Podcast Reviews. Send those to: SeveredPod@gmail.com)Season 2 of "Severance" kicked off 1/17/2025 and ran through 3/20/2025. The Second Season of the "Severed" Podcast Rewatch Episodes kicked off on April 24th, 2025. To support the Severed Podcast: (www.patreon.com/SeveredPod) Join the fun on our Facebook page @SeveredPod. I always try to keep page followers  updated on news about the show. Also, let's talk!! Comments? Theories? Corrections? I LOVE 'EM!! Send to: SeveredPod@gmail.comPLEASE MAKE SURE TO SHARE THE PODCAST WITH YOUR FRIENDS WHO ARE 'SEVERANCE' FANS. THE SHOW GROWS THROUGH WORD OF MOUTH!!Needing your own copies of the Lexington Letter and Orientation Booklet? I've got you covered with downloadable PDFs of both documents:LETTER: LEXINGTONLETTER-TheLetter.pdf HANDBOOK: LEXINGTONLETTER-MDROrientationHandbook.pdfYou haven't completely watched 'Severance' until you've listened to 'Severed'.

Joel Butler

Joel Butler

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Welcome to Walking the Way. My name is Ray, and I really want to say thank you to everyone for listening in as we continue to explore what it means to have a regular rhythm of worship. CreditsOpening Prayerhttps://www.faithandworship.com/healing_prayers.htm#gsc.tab=0Bible verseProverbs 17:1Thought for the dayRay BorrettBible PassageProverbs 17New Revised Standard Version, Updated Edition. Copyright © 2021 National Council of Churches of Christ in the United States of America. Used by permission. All rights reserved worldwide.Prayer HandbookClick here to download itSupporting Walking the WayIf you want to support Walking the Way, please go to: https://ko-fi.com/S6S4WXLBBor you can subscribe to the channel: https://podcasters.spotify.com/pod/show/walkingtheway/subscribeTo contact Ray: Please leave a comment or a review. I want to find out what people think and how we make it better.www.rayborrett.co.ukwalkingthewaypodcast@outlook.comwww.instagram.com/walkingtheway1@raybrrtt

Show #2485 Show Notes: Provers 29: https://www.biblegateway.com/passage/?search=Proverbs%2029&version=KJV Communion Verses: Galatians 3:19-29 https://www.biblegateway.com/passage/?search=Gal.%203%3A19-29&version=KJV 1 Corinthians 11:23-26 https://www.biblegateway.com/passage/?search=1%20Cor.%2011%3A23-26&version=KJV State Senator “We Love Trans People”: https://www.youtube.com/watch?v=_pq6kenJwNY Greg Gutfeld Goes Nuclear on Democrats: https://www.thegatewaypundit.com/2025/08/greg-gutfeld-goes-nuclear-democrats-media-pushing-trans/ Psalms 139 https://www.biblegateway.com/passage/?search=psalms%20139&version=KJV Refiner’s Fire: https://refinersfire2025.com/

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Jason used to live a life that led straight to a dead end. Once a tough and feared dealer, everything changed after a run-in with the law. Now, five years clean, he's dedicated his life to helping others rise from the same darkness he escaped. Jason now mentors hundreds struggling with addiction, homelessness, and broken pasts, offering support, wisdom, and a living example of what's possible. His story proves that no matter how far someone falls, there's always a way back, and it might start with someone who's already been there.

WELCOME BACK, REFINER! WE'RE ABOUT TO REACH THE HOLLOW!!Last we left our snowbound innies, they'd just met up with a disgusting dead seal. Irv wanted to eat it, no one else was so inclined.Now, the innies are about to reach their objective: Woe's Hollow. Here they will enjoy copious 'luxury meats' (?) along with unlimited toasted marshmallows and 4-ply tissue in the 'loo in case anything doesn't agree with them. Ah, if only it were all so simple and direct. Instead of roasting up some 'mallows, Ms. Huang is forced to toss them all in the fire. The innies get a bit too irreverent when discussing Dieter's strange proclivities AND Mark makes a visit to Helena's tent. He thinks he's visiting Helly R.'s tent. Helena does nothing to set him straight. It may be tender and loving, but it's still sexual assault because Mark does NOT know he's in bed with Helena Eagan!!The end is near, Refiners. The end of the ORTBO, that is. Also, the end of Irving B's innie career. It's huge, it's wild, it's PART TWO of the 'Woe's Hollow' odyssey. PROGRAMMING NOTE: There will be NO NEW episodes of "Severed" on 6/19 or 6/26. 'Severed' will return with Part One of "Trojan's Horse' on July 3rd. Stay subscribed and you'll stay in the loop.***A BIG 'thank you' to new Research Volunteer Refiner Vinny P. Vinny has been providing outstanding research and information during the Season Two Rewatch Episodes.Huge thanks to Adam Scott, star of 'Severance' and host of the Severance Podcast for recording a custom intro for "Severed." Make sure to check out 'The Severance Podcast w/Ben Stiller & Adam Scott" wherever you found this one!A big 'thank you' to friend of the pod Kier Eagan, er I mean Marc Geller! Marc both sat for an interview (make sure to check it out) AND recorded some great bumpers as Kier himself. Follow Marc on Instagram @geller_marc.Support the show on Patreon! (Click here)APPLE PODCAST LISTENERS: If you are enjoying "Severed: The Ultimate 'Severance' Podcast" please make sure to leave a 5-star rating (and, if you want, a review telling others to give it a try). Higher rated podcasts get better placement in suggestion lists. It helps more "Severance" fans find the show. Thanks!!! (Unfortunately, I can't respond to any questions or comments made in Apple Podcast Reviews. Send those to: SeveredPod@gmail.com)Season 2 of "Severance" kicked off 1/17/2025 and ran through 3/20/2025. The Second Season of the "Severed" Podcast Rewatch Episodes kicked off on April 24th, 2025. To support the Severed Podcast: (www.patreon.com/SeveredPod) Join the fun on our Facebook page @SeveredPod. I always try to keep page followers  updated on news about the show. Also, let's talk!! Comments? Theories? Corrections? I LOVE 'EM!! Send to: SeveredPod@gmail.comPLEASE MAKE SURE TO SHARE THE PODCAST WITH YOUR FRIENDS WHO ARE 'SEVERANCE' FANS. THE SHOW GROWS THROUGH WORD OF MOUTH!!Needing your own copies of the Lexington Letter and Orientation Booklet? I've got you covered with downloadable PDFs of both documents:LETTER: LEXINGTONLETTER-TheLetter.pdf HANDBOOK: LEXINGTONLETTER-MDROrientationHandbook.pdfYou haven't completely watched 'Severance' until you've listened to 'Severed'.

Today we were delighted to host the team from the Bipartisan Policy Center (BPC), a leading Washington NGO dedicated to bringing stakeholders together to address critical policy issues for the U.S. and find areas of alignment for action. Joining us for the session are Margaret Spellings, President and CEO, along with her colleagues David Hill, Executive Vice President of Energy, and Bill Hoagland, Senior Vice President. Margaret became CEO of BPC in 2023 and brings extensive leadership experience at both the state and federal levels, most recently serving as President & CEO of Texas 2036. Earlier in her career, Margaret served as White House Chief Domestic Policy Advisor, Senior Policy Advisor and Secretary of Education under George W. Bush. David has more than 25 years of energy experience, having served as General Counsel of the U.S. DOE and as DOE's Deputy General Counsel for Energy Policy during the Bush administration, as well as Executive Vice President and General Counsel of NRG. Bill focuses on fiscal, health, and economic policy at BPC, following a long tenure on the U.S. Senate Staff and as VP of Public Policy at CIGNA Healthcare before joining BPC in 2012. We were thrilled to visit with Margaret, David, and Bill for their latest insights from Washington. In our conversation, Margaret first outlines the BPC's team structure and its dual focus on research and advocacy through bipartisan engagement on Capitol Hill. We discuss setbacks in U.S. education policy, including how 20 years of bipartisan federal accountability progress under Presidents Bush and Obama have been undone in recent years, highlighting the need to refocus on reading and evidence-based instruction. Bill provides an overview of the U.S. national debt, noting that politically untouchable programs dominate the budget and leave little room for meaningful reform. He flags that interest payments on the debt now exceed defense spending and describes the slow-building debt and energy crises as “termites under the porch,” noting that Washington only acts under strong leadership or in response to crisis. David shares his perspective on the need for durable, stable energy policy and the importance of long-term policy certainty to encourage private sector investment in infrastructure. We explore BPC's efforts to modernize education and workforce policy to reflect today's labor market, how private conversations often reveal more bipartisan consensus than public discourse suggests, and how BPC facilitates those critical dialogues. We also touch on the disconnect between Washington and the rest of the nation, the need to clearly communicate how policy failures impact everyday Americans, the challenges posed by outdated government technology, and much more. Thank you, Margaret, David, and Bill, for sharing your insights and expertise with us all! Mike Bradley kicked us off with a few updates focused on Trump's first 100 days, Canadian election results, and the recent Spain/Portugal power outage. The best word to describe Trump's first 100 days would be volatility, or as we have aptly named it, Trumpatility! The 10yr bond yield has fallen ~40bps (to 4.2%) over this timeframe and the U.S. dollar has depreciated by ~6%. Two commodity standouts are WTI price, which has plunged ~$15/bbl to ~$61/bbl, and gold, up ~22% to ~$3,300/oz. From a broader equity standpoint, the S&P 500 was down ~8%, Nasdaq down ~10% and Russell 2000 down ~14%. The S&P 500 Volatility Index spiked by ~50% (and ~275% at its April 7th volatility peak). The Energy sector was down ~11% with Oil Services down ~28%, E&Ps down ~21%, Refiners down ~15%, U.S. Oil Majors down ~10%, Midstream down ~5% and Alternative Energy up ~5%. Electric Utilities were up ~2% while IPPs/Power Index was down ~18%. Regarding the Canadian election, Mark Carney's Liberal Party eked out a narrow win Monday night against Poilievre's Conservative Party but fell short of a majority in t

Good day, Refiners! A new quarter is upon us, and we at Lumon wanted to make sure you were ready to refine. We know how seriously you take the work, as it is mysterious and important. So we wanted to help you get your tempers in order before getting to work. Please enjoy this wellness session with Mr. Bagdasarian, and have a great quarter!Listen to full episodes every Windsday and topic-only uploads on Big Thunder Thursdays!InstagramTrammin' - https://instagram.com/TramminPodcastChristian Rainwater - https://instagram.com/imrainwaterMusicLocal Forecast - Elevator Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 3.0 Licensehttp://creativecommons.org/licenses/by/3.0/ Trammin' - The Disneylanders, Addy DaddyUsed with permission.Character Art & AnimationNadia Dar - https://nadsdardraws.carrd.co/Trammin.comTrammin' is written without the use of Artificial Intelligence.©Trammin' - A Disneyland Podcast

And here we are fellow refiners, it's time for the severance s2 season finale cold harbour and as always I'm joined by my fellow refiners from the WNR department Jose L, Marie S & David Are we ready to engage in choreography and merriment and praise Keir on what will be one of the most important days in human history? Refiners do you have verve?Do you have wiles?Well fortunately we won't be sacrificing any of you during this episode Bring in the marching band and let's commence the goodly splendours with the final episode of S2 Cold Harbour We'll see you at the Equator!

00:00 Intro01:16 Trump: We're Well-Equipped to Handle Potential War with China03:20 Chinese Group Wanted for Tech Parts Sales to Iran: $15M05:27 Trump's Orders: Cut Waste in Gov't Purchases, Boost Mining05:56 US Senator in Beijing to Talk Fentanyl, Trade Deficit06:59 Nvidia to Invest in US Microchip Production07:53 Congressman Calls for Measures to Combat CCP Hacking14:08 US Sanctions Chinese 'Teapot' Refiners for First Time14:58 4 Canadians Executed in China Amid Tensions16:35 China's Restaurants Failing in Deflation-Hit Economy

The Refiners Fire 2-2-25 Fr. Filipski

By Pastor Mike Vanderpool On Sunday Evening Jan 19, 2025

US refiners have had a dramatic start to the new year, facing wintry blasts on the East Coast and devastating wildfires on the West Coast. Plummeting transportation fuel demand in Southern California, strong heating fuel demand in the Northeast, and cheap blending components in the Gulf Coast have created a balancing act for producers and shippers of gasoline and distillates -- and consumers pay the price. Jeff Mower discusses the weather events, seasonal supply and demand, price movements, and more with senior downstream editor Janet McGurty, Americas light ends manager Sarah Hernandez and Americas middle distillates manager Jordan Daniel.

Drop a note to Allen S. right here. (Can't respond...sorry.)HUGE NEWS, REFINERS! Ben Stiller and Dan Erickson have emerged from the edit bay and are ready to talk about Season Two of 'Severance.' They sat down with Athony Breznican of 'Vanity Fair' Magazine for a Q&A. Plus, they brought along a dozen new images from the set to share.This is a walk-through of the interview. If you want to read it for yourself, and check out the pictures, head over to vanityfair.com and search for the latest 'Severance' article.BECOME A PATRON-REFINER!! Make the most of your time on the Severed Floor. Visit Patreon.com/SeveredPod to become a Refiner!! Just $5/mo. for inside info, games, trivia and early access to future "Severed" podcast episodes. Join the fun and help support the Podcast!!Support the showAPPLE PODCAST LISTENERS: If you are enjoying "Severed: The Ultimate 'Severance' Podcast" please make sure to leave a 5-star rating (and, if you want, a review telling others to give it a try). Higher rated podcasts get better placement in suggestion lists. It helps more "Severance" fans find the show. Thanks!!! Season 2 of "Severance" has been announced for 1/17/2025. While waiting on S2, we will continue to break down those things that Dan Erickson has listed as inspiration. Be watching for those episodes under the title "Severed: Origins." Join the fun on our Facebook page @SeveredPod. While we're all waiting around on news of Season Two, I'll try to keep you updated on news about the show. Also, let's talk!! Comments? Theories? Corrections? I LOVE 'EM!! Send to: SeveredPod@gmail.comPLEASE MAKE SURE TO SHARE THE PODCAST WITH YOUR FRIENDS WHO ARE 'SEVERANCE' FANS. THE SHOW GROWS THROUGH WORD OF MOUTH!!Needing your own copies of the Lexington Letter and Orientation Booklet? I've got you covered with downloadable PDFs of both documents:LETTER: LEXINGTONLETTER-TheLetter.pdf HANDBOOK: LEXINGTONLETTER-MDROrientationHandbook.pdfYou haven't completely watched 'Severance' until you've listened to 'Severed.'...

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