Podcasts about Saudi Aramco

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner tackle the failures of sanctions on Russia, California's self-inflicted energy crisis under net-zero policies, and the economic fallout from offshore wind failures. They also discuss Trump's controversial tariff threats, Russia's seizure of Ukraine's lithium assets, and Saudi Aramco's financial pressures under low oil prices. The episode wraps with market updates, oil supply dynamics, and OPEC's production shortfalls amid tight global inventories.Highlights of the Podcast 00:00 - Intro00:14 - California continues to devastate its economy for a net-zero dream world03:39 - 100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President Trump07:16 - Town Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade Failure08:49 - Why Aramco Can't Win Under Trump's Oil Price Doctrine13:17 - Markets Update14:49 - Oil Supply Surge Not Impacting Tight Oil Market17:48 - OutroPlease see the links below or articles that we discuss in the podcast.California continues to devastate its economy for a net-zero dream world100 Percent Secondary Tariffs if no end to the Russia/Ukraine war in 50 days – President TrumpTown Reaches $10.5 Million Settlement with GE Vernova over Vineyard Wind Blade FailureWhy Aramco Can't Win Under Trump's Oil Price DoctrineOil Supply Surge Not Impacting Tight Oil MarketFollow Michael On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley covers key developments in the energy sector. Topics include the UAE's call for more oil production to meet healthy demand, the DOE's grid reliability report warning of blackouts due to rising demand, and the U.S. breaking ground on its first rare earth mine in 70 years. Copper prices surge after President Trump's 50% tariff on imports, and Saudi Aramco eyes U.S. LNG through talks with Commonwealth LNG. The episode also highlights investment opportunities and the ongoing push for energy dominance in the U.S.Highlights of the Podcast 00:00 - Intro01:03 - UAE Says Oil Market Needs More Oil with Healthy Demand02:54 - DOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape06:15 - Energy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral Independence07:23 - Copper Prices to the Moon After Trump Announces 50% Tariff10:15 - Saudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and Financials11:54 - OutroPlease see the links below or articles that we discuss in the podcast.UAE Says Oil Market Needs More Oil with Healthy DemandDOE's Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy LandscapeEnergy News Beat: U.S. Breaks Ground on First Rare Earth Mine in 70 Years, Bolstering Critical Mineral IndependenceCopper Prices to the Moon After Trump Announces 50% TariffSaudi Aramco Eyes U.S. LNG with Commonwealth LNG Talks: What It Means for Volumes and FinancialsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

Unlike other state-owned oil giants like Saudi Arabia's Saudi Aramco or Norway's Equinor...Brazil's Petrobras was founded without meaningful oil reserves. Bit strange isn't it? But for decades, Brazilians believed that their country had oil. And they persisted in that belief despite words and data saying otherwise. And their faith was rewarded! Turns out there was oil in Brazil. It just wasn't on land. In this video, how Brazil learned to drill its deepwater oil.

Unlike other state-owned oil giants like Saudi Arabia's Saudi Aramco or Norway's Equinor...Brazil's Petrobras was founded without meaningful oil reserves. Bit strange isn't it? But for decades, Brazilians believed that their country had oil. And they persisted in that belief despite words and data saying otherwise. And their faith was rewarded! Turns out there was oil in Brazil. It just wasn't on land. In this video, how Brazil learned to drill its deepwater oil.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über aufregende BP-Shell-Gerüchte, erstklassige Micron-Ergebnisse und viele neue Aktien-Millionäre. Außerdem geht es um General Mills, Alphabet, Tesla, Uber, ExxonMobil, ConocoPhillips, Saudi Aramco, UBS, Carnival, Royal Caribean, Norwegian, TUI, Booking Holdings, AirBNB. Invesco EQQQ Nasdaq-100 ETF (WKN 801498), Invesco EQQQ Nasdaq-100 ETF (WNN: A2N6RV), Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), iShares NASDAQ-100 ETF (WKN: A0F5UF), iShares Nasdaq 100 ETF (WKN: A0YEDL), Invesco EQQQ Nasdaq-100 ETF EUR Hedged (WKN: A2DT9V) Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

This week we talk about OPEC, the Seven Sisters, and the price of oil.We also discuss fracking, Israel and Iran's ongoing conflict, and energy exports.Recommended Book: Thirteen Ways to Kill Lulabelle Rock by Maud WoolfTranscriptThe global oil market changed substantially in the early 2000s as a pair of innovations—horizontal drilling and hydraulic fracturing—helped the plateauing US oil and gas market boom, unlocking a bunch of shale oil and gas deposits that were previously either entirely un-utilizable, or too expensive to exploit.This same revolution changed markets elsewhere, too, including places like Western Canada, which also has large shale oil and gas deposits, but the US, and especially the southern US, and even more especially the Permian Basin in Texas, has seen simply staggering boosts to output since those twin-innovations were initially deployed on scale.This has changed all sorts of dynamics, both locally, where these technologies and approaches have been used to tap ever-more fossil fuel sources, and globally, as previous power dynamics related to such resources have been rewired.Case in point, in the second half of the 20th century, OPEC, the Organization of the Petroleum Exporting Countries, which is a predominantly Middle Eastern oil cartel that was founded by Iran, Iraq, Kuwait, Saudi Arabia, and Venezuela in 1960, was a dominant force in geopolitics, as they collaboratively set global oil prices, and thus, were able to pull the strings connected to elections, war, and economic outcomes in nations around the world.If oil prices suddenly spiked, that could cause an incumbent leader in a country a hemisphere away to lose their next election, and if anyone threatened one of their number, they could conceivably hold back resources from that country until they cooled down.Before OPEC formed and established their position of primacy in global energy exports, the so-called Seven Sisters corporations, which consisted of a bunch of US and European companies that had basically stepped in and took control of global oil rights in the early 20th century, including oil rights across the Middle East, were the loci of power in this space, controlling about 85% of the world's petroleum reserves as of the early 1970s.That same decade, though, a slew of governments that hosted Seven Sisters facilities and reserves nationalized these assets, which in practice made all these reserves and the means of exploiting them the government's property, and in most cases they were then reestablished under new, government-controlled companies, like Saudi Aramco in Saudi Arabia and the National Iranian Oil Company in Iran.In 1973 and 1979, two events in the Middle East—the Yom Kippur War, during which pretty much all of Israel's neighbors launched a surprise attack against Israel, and the Iranian Revolution, when the then-leader of Iran, the Shah, who was liberalizing the country while also being incredibly corrupt, was overthrown by the current government, the militantly Islamist Islamic Republic of Iran—those two events led to significant oil export interruptions that triggered oil shortages globally, because of how dominant this cartel had become.This shortage triggered untold havoc in many nations, especially those that were growing rapidly in the post-WWII, mid-Cold War world, because growth typically requires a whole lot of energy for all the manufacturing, building, traveling around, and for basic, business and individual consumption: keeping the lights on, cooking, and so on.This led to a period of stagflation, and in fact the coining of the term, stagflation, but it also led to a period of heightened efficiency, because nations had to learn how to achieve growth and stability without using so much energy, and it led to a period of all these coming-out-of-stagflation and economic depression nations trying to figure out how to avoid having this happen again.So while OPEC and other oil-rich nations were enjoying a period of relative prosperity, due in part to those elevated energy prices—after the initial downsides of those conflicts and revolutions had calmed, anyway—other parts of the world were making new and more diversified deals, and were looking in their own backyards to try to find more reliable suppliers of energy products.Parts of the US were already major oil producers, if not at the same scale as these Middle Eastern giants in the latter portion of the 20th century, and many non-OPEC producers in the US, alongside those in Norway and Mexico, enjoyed a brief influx of revenue because of those higher oil prices, but they, like those OPEC nations, suffered a downswing when prices stabilized; and during that price collapse, OPEC's influence waned.So in the 1980s, onward, the previous paradigm of higher oil prices led to a surge in production globally, everyone trying to take advantage of those high prices to invest in more development and production assets, and that led to a glut of supply that lowered prices, causing a lot of these newly tapped wells to go under, a lot of cheating by OPEC members, and all of the more established players to make far less per barrel of oil than was previously possible.By 1986, oil prices had dropped by nearly half from their 1970s peak, and though prices spiked again in 1990 in response to Iraq's invasion of fellow OPEC-member Kuwait, that spike only last about nine months, and it was a lot less dramatic than those earlier, 70s-era spikes; though it was still enough to trigger a recession in the US and several other countries, and helped pave the way for investment in those technologies and infrastructure that would eventually lead to the US's shale-oil and gas revolution.What I'd like to talk about today is the precariousness of the global oil and gas market right now, at a moment of significantly heightened tensions, and a renewed shooting conflict, in the Middle East.—As of the day I'm recording this, the Islamic Republic of Iran is still governing Iran, and that's an important point to make as while Israel's official justification for launching a recent series of attacks against Iran's military and nuclear production infrastructure is that they don't want Iran to make a nuclear weapon, it also seems a whole lot like they might be aiming to instigate regime change, as well.Israel and Iran's conflict with each other is long-simmering, and this is arguably just the most recent and extreme salvo in a conflict dating back to at least 2024, but maybe earlier than that, too, all the way back to the late-70s or early 80s, if you string all the previous conflicts together into one deconstructed mega-conflict. If you want to know more about that, listen to last week's episode, where I got deeper into the specifics of their mutual dislike.Today, though, I'd like to focus on an issue that is foundational to pretty much every other geopolitical and economic happening, pretty much always, and that's energy. And more specifically, the availability, accessibility, and price of energy resources like oil and gas.We've reached a point, globally, where about 40% of all electricity is generated by renewables, like solar panels, wind turbines, and hydropower-generating dams.That's a big deal, and while the majority of that supply is coming from China, and while it falls short of where we need to be to avoid the worst-case consequences of human-amplified climate change, that growth is really incredible, and it's beginning to change the nature of some of our conflicts and concerns; many of the current economic issues between the US and China, these days are focused on rare earths, for instance, which are required for things like batteries and other renewables infrastructure.That said, oil and gas still enable the modern economy, and that's true almost everywhere, even today. And while the US changed the nature of the global oil and gas industries by heavily investing in both, and then rewired the global energy market by convincing many of its allies to switch to US-generated oil and gas, rather than relying on supplies from Russia, in the wake of Russia's invasion of Ukraine a few years ago, a whole lot of these resources still come from at-times quite belligerent regimes, and many of these regimes are located in the Middle East, and belong to OPEC.Iran is one such belligerent regime.As of 2025, Iran is the 9th largest producer of oil in the world, and it holds 24% of the Middle East's and about 12% of the world's proven oil reserves—that's the total volume of oil underground that could be pumped at some point. It's got the world's 3rd largest proven crude oil reserves and it exports about 2 million barrels of crude and refined oil every day. It also has the world's second-largest proven natural gas reserves.Iran isn't as reliant on oil and gas exports as some of its neighbors, but it still pulled in about $53 billion in net oil exports each year as of 2023; which is a lot less than what it could be making, as international sanctions have made it difficult for Iran to fully exploit its reserves. But that's still a huge chunk of its total income.This is important to note because Israel's recent series of attacks on Iran, in addition to taking out a lot of their military leaders, weapons manufacturing facilities, and nuclear research facilities, have also targeted Iran's oil and gas production and export capacity, including large gas plants, fuel depots, and oil refineries, some located close to Tehran in the northern part of the country, and some down on its southwestern coast, where a huge portion of Iran's gas is processed.In light of these attacks, Iran's leaders have said they may close the Strait of Hormuz, though which most of their exports pass—and the Strait of Hormuz is the only marine entryway into the Persian Gulf; nearly 20% of all globally consumed oil passes through this 90-mile-wide stretch of water before reaching international markets; it's a pretty vital waterway that Iran partially controls because its passes by its southern coast.Fuel prices already ticked up by about 9% following Israel's initial strikes into Iran this past week, and there's speculation that prices could surge still-higher, especially following US President Trump's decision to strike several Iran nuclear facilities, coming to Israel's aide, as Israel doesn't possess the ‘bunker-buster' bombs necessary to penetrate deep enough into the earth to damage or destroy many of these facilities.As of Monday this week, oil markets are relatively undisrupted, and if any export flows were to be upset, it would probably just be Iran's, and that would mostly hurt China, which is Iran's prime oil customer, as most of the rest of the world won't deal with them due to export sanctions.That said, there's a possibility that Iran will decide to respond to the US coming to Israel's aid not by striking US assets directly, which could pull the US deeper into the conflict, but instead by disrupting global oil and gas prices, which could lead to knock-on effects that would be bad for the US economy, and the US's relationships with other nations.The straightest path to doing this would be to block the Strait of Hormuz, and they could do this by positioning ships and rocket launchers to strike anything passing through it, while also heavily mining the passage itself, and they've apparently got plenty of mines ready to do just that, should they choose that path.This approach has been described by analysts as the strategic equivalent of a suicide bombing, as blocking the Strait would disrupt global oil and gas markets, hurting mostly Asia, as China, India, South Korea, Japan, and other Asian destinations consume something like 80% of the oil that passes through it, but that would still likely raise energy prices globally, which can have a lot of knock-on effects, as we saw during those energy crises I mentioned in the intro.It would hurt Iran itself more than anyone, though, as almost all of their energy products pass through this passage before hitting global markets, and such a move could help outside entities, including the US, justify further involvement in the conflict, where they otherwise might choose to sit it out and let Israel settle its own scores.Such energy market disruption could potentially benefit Russia, which has an energy resource-reliant economy that suffers when oil and gas prices are low, but flourishes when they're high. The Russian government probably isn't thrilled with Israel's renewed attacks on one of its allies, but based on its lack of response to Syria's collapse—the former Syrian government also being an ally of Russia—it's possible they can't or won't do much to directly help Iran right now, but they probably wouldn't complain if they were suddenly able to charge a lot more per barrel of oil, and if customers like China and India were suddenly a lot more reliant on the resources they're producing.Of course, such a move could also enrich US energy companies, though potentially at the expense of the American citizen, and thus at the expense of the Trump administration. Higher fuel prices tend to lead to heightened inflation, and more inflation tends to keep interest rates high, which in turn slows the economy. A lot of numbers could go in the opposite direction from what the Trump administration would like to see, in other words, and that could result in a truly bad outcome for Republicans in 2026, during congressional elections that are already expected to be difficult for the incumbent party.Even beyond the likely staggering human costs of this renewed conflict in the Middle East, then, there are quite a few world-scale concerns at play here, many of which at least touch on, and some of which are nearly completely reliant on, what happens to Iran's oil and gas production assets, and to what degree they decide to use these assets, and the channels through which they pass, in a theoretical asymmetric counterstrike against those who are menacing them.Show Noteshttps://archive.is/20250616111212/https://www.reuters.com/world/middle-east/an-overview-irans-energy-industry-infrastructure-2025-02-04/https://www.aljazeera.com/news/2025/6/15/which-iranian-oil-and-gas-fields-has-israel-hit-and-why-do-they-matterhttps://www.aljazeera.com/news/2025/6/17/mapping-irans-oil-and-gas-sites-and-those-attacked-by-israelhttps://www.aljazeera.com/economy/2025/6/13/oil-markets-are-spooked-as-iran-israel-tensions-escalatehttps://archive.is/20250620143813/https://www.bloomberg.com/news/articles/2025-06-20/eu-abandons-proposal-to-lower-price-cap-on-russian-oil-to-45https://apnews.com/article/russia-economy-recession-ukraine-conflict-9d105fd1ac8c28908839b01f7d300ebdhttps://www.nytimes.com/2025/06/22/business/us-iran-oil.htmlhttps://www.bbc.com/news/articles/cvg9r4q99g4ohttps://www.weforum.org/stories/2025/04/clean-energy-electricity-nature-and-climate-stories-this-week/https://archive.is/20250622121310/https://www.ft.com/content/67430fac-2d47-4b3b-9928-920ec640638ahttps://oilprice.com/Energy/Crude-Oil/Oil-Markets-Brace-for-Impact-After-US-Attacks-Iran-Facilities.htmlhttps://www.nytimes.com/2025/06/22/business/energy-environment/iran-oil-gas-markets.htmlhttps://www.eia.gov/todayinenergy/detail.php?id=65504&utm_medium=PressOpshttps://www.nytimes.com/2025/06/22/business/stocks-us-iran-bombing.htmlhttps://en.wikipedia.org/wiki/Big_Oilhttps://en.wikipedia.org/wiki/Fracking_in_Canadahttps://en.wikipedia.org/wiki/Fracking_in_the_United_Stateshttps://en.wikipedia.org/wiki/Petroleum_in_the_United_Stateshttps://en.wikipedia.org/wiki/Shale_gas_in_the_United_Stateshttps://en.wikipedia.org/wiki/Yom_Kippur_Warhttps://en.wikipedia.org/wiki/Iranian_Revolutionhttps://en.wikipedia.org/wiki/1970s_energy_crisishttps://en.wikipedia.org/wiki/1990_oil_price_shockhttps://www.strausscenter.org/energy-and-security-project/the-u-s-shale-revolution/https://archive.is/20250416153337/https://www.reuters.com/business/energy/us-crude-oil-output-peak-by-2027-eia-projects-2025-04-15/https://www.investopedia.com/ask/answers/030415/how-does-price-oil-affect-stock-market.asp This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

This and all episodes at: https://aiandyou.net/ . How do you deal personally, and organizationally, with exponential change? That's the subject of a new book, Super Shifts: Transforming How We Live, Learn, And Work In The Age Of Intelligence, and both of its authors are here. Dr. Ja-Naé Duane is a behavioral scientist who has worked with companies such as PWC, Saudi Aramco, AIG, and Deloitte. She is a member of the Loomis Council at the Stimson Center, collaborator with the National Institute of Health, and holds appointments at Brown University and MIT's Center for Information Systems Research. Steve Fisher co-founded the Futures Practice at McKinsey & Company and is the Managing Partner of the consultancy Revolution Factory. At FTI Consulting, he led the adoption of Generative AI for business model transformation, and is Chief Futurist at the Human Frontier Institute. Together, they have previously authored the bestseller The Startup Equation. In the conclusion of the interview, we're going to talk about Asimov's Laws of Robotics, AI's future enhancements to our lives, the different new species of humans that will emerge, and how the educational system needs to evolve. Steve and Ja-Naé have extended a special offer to the listeners of this show, to get two chapters of their book free via this link. All this plus our usual look at today's AI headlines. Transcript and URLs referenced at HumanCusp Blog.        

This and all episodes at: https://aiandyou.net/ . How do you deal personally, and organizationally, with exponential change? That's the subject of a new book, Super Shifts: Transforming How We Live, Learn, And Work In The Age Of Intelligence, and both of its authors are here. Dr. Ja-Naé Duane is a behavioral scientist who has worked with companies such as PWC, Saudi Aramco, AIG, and Deloitte. She is a member of the Loomis Council at the Stimson Center, collaborator with the National Institute of Health, and holds appointments at Brown University and MIT's Center for Information Systems Research. Steve Fisher co-founded the Futures Practice at McKinsey & Company and is the Managing Partner of the consultancy Revolution Factory. At FTI Consulting, he led the adoption of Generative AI for business model transformation, and is Chief Futurist at the Human Frontier Institute. Together, they have previously authored the bestseller The Startup Equation. This week, we're going to talk about what shaped their careers in this work, the definition of a super shift and how people react to them over different timescales, human patterns of change, how a family might be dealing with all this in 15 years, and… opera. All this plus our usual look at today's AI headlines. Transcript and URLs referenced at HumanCusp Blog.        

What does it really take to build a successful career in treasury? In this candid and insightful episode recorded live at TEXPO, three accomplished treasury leaders share the surprising, unconventional journeys that led them to the top of their field. From early jobs in fast food and consulting to navigating corporate restructures and capital markets, their stories reveal how curiosity, adaptability, and mentorship shaped their careers. You'll hear real-world insights on raising treasury's profile, building effective teams, embracing new technology, and why communication is now as critical as cash flow. Whether you're just starting out or looking to lead at a higher level, this episode is packed with actionable advice and inspiration from those who've walked the path.Meet the Guests:Jeremy Reedus - VP, Global Treasurer at Varel Energy SolutionsJeremy leads global treasury at Varel, with past roles at Air Liquide and Saudi Aramco. Known for building scalable global structures, he champions treasury as a strategic business partner. A former President of the Houston Treasury Management Association, Jeremy champions treasury as a strategic partner within organizations.Danecia Stewart - Director of Treasury at NextDecade LNGDanecia brings a rare 360° view of treasury - from practitioner to consultant to vendor. She's a go-to expert on treasury tech, digital transformation, and global cash strategy.Martijn van Steenpaal - Senior Vice-President & Treasurer at Darling Ingredients Martijn runs global treasury at Darling, with deep experience in cash management, complex financing, and M&A. He's a seasoned leader known for delivering results across continents.Main topics discussed:How each panellist "fell into" treasury from vastly different backgroundsThe moment they realized treasury was their long-term pathKey treasury skills learned through unconventional rolesThe shift from reactive cash management to strategic value creationThe increasing importance of communication and stakeholder managementChallenges in attracting new talent to the treasury professionThe role of education, certifications, and self-learning in career advancementWhy mentorship and team-building are essential in treasury leadershipHow treasury's visibility and brand are evolving - inside and outside the companyThe future of treasury: AI, automation, and growing strategic influence---

After winning the prestigious New York Digital Award in 2024 Redefining AI returns with an electrifying Season Four!Join your host Lauren Hawker Zafer, on behalf of Squirro, the Enterprise Gen AI Platform, as we embark on another season of groundbreaking conversations.In this episode of Redefining AI, host Lauren Hawker Zafer sits down with Dr. Ja-Naé Duane and Steve Fisher.For over 20 years, behavioral scientist ⁠Dr. Ja-Naé Duane⁠ dedicated herself to one mission: Make life better for one billion people. This award-winning innovator and expert on global systems focuses on helping corporations, governments, and universities understand and develop systems of the future using emerging technology such as VR/AR, AI, and blockchain. Ja-Nae guides companies forward, helping them get out of their own way to create exponential innovation and future forecasting. She has had the pleasure of working with companies such as PWC, Saudi Aramco, Yum Brands, Samsonite, Natixis, AIG, and Deloitte. A top-rated speaker within the Singularity University community and the author of the bestseller, “The Startup Equation,” Ja-Nae is helping both startups and multinational firms identify new business models and pathways for global scale.Over the years, her work has caught the attention of The Associated Press, NPR, The Boston Globe, and BusinessWeek. Ja-Nae holds degrees from Brown University, I.E. Business School, Northeastern University, Carnegie University, Bentley University, and Boston University. Ja-Nae is a member of the Loomis Council at the Stimson Center, collaborator with the National Institute of Health, and holds appointments at Brown University and MIT's Center for Information Systems Research. ⁠Steven Fisher⁠ is a visionary futurist, innovation leader, and design strategist with over 30 years of experience driving transformational change. Passionate about reimagining business models, he leverages cutting-edge advancements—especially Generative AI—to empower organizations across industries to navigate complexity and seize future opportunities. As a leader in foresight and innovation, Steven has consistently spearheaded high-impact initiatives at renowned organizations. At McKinsey & Company, he co-founded the Futures Practice, integrating strategic foresight and speculative design to help businesses anticipate and adapt to an uncertain future. At FTI Consulting, he led the adoption of Generative AI for business model transformation, pioneering new AI-driven solutions that delivered measurable impact across industries.Beyond corporate leadership, Steven is the Managing Partner of Revolution Factory, a global innovation firm that fosters cutting-edge solutions through AI, strategic foresight, and design thinking. He also serves as Chief Futurist at the Human Frontier Institute (HFI), where he explores emerging trends, conducts research on future-oriented challenges, and mentors leaders in strategic foresight.A prolific thought leader and author, Steven co-authored the best-selling The Startup Equation (McGraw Hill, 2016) and is currently developing two new books—SuperShifts (2025) and Designing the Future (2026)—which delve into the future of business, technology, and human adaptation. He shares his insights through keynotes, industry publications, and his podcasts—the Think Forward Show and Off World Podcast—which explore the intersection of innovation, AI, and humanity's expansion beyond Earth.Committed to democratizing futures thinking, Steven believes that understanding human history and patterns of change is essential to building resilient, future-ready organizations. His expertise in Generative AI, strategic foresight, and design-led innovation enables him to help organizations anticipate challenges and seize opportunities with confidence.Follow and subscribe to Redefining AI to join us in the full episode!#ai #redefiningai #spotify #techpodcast

In today's episode, James Maude dives into the world of cyber warfare, espionage, and hacked satellites with the legendary Chris Kubecka—aka the "Chief Hacktress." From grounding overconfident pilots as one of the first female C-5 loadmasters, to investigating mysterious “vampire satellites” that silently disable spacecraft, Chris has lived a life straight out of a cyber-thriller. She recounts her front-line role in the aftermath of the Shamoon cyberattack, one of the most destructive digital assaults in history, which wiped 35,000 systems at Saudi Aramco and sent shockwaves across global security circles. Plus: embassy cyber drama, Turkish spies posing as English students, Yemeni drones with a grudge, and how AI is now a tool in her mission to expose and disrupt digital authoritarianism. And yes, we also talk about why your boat is a terrifying floating IoT vulnerability.

After winning the prestigious New York Digital Award in 2024 Redefining AI returns with an electrifying Season Four!Join your host Lauren Hawker Zafer, on behalf of Squirro, the Enterprise Gen AI Platform, as we embark on another season of groundbreaking conversations.In the upcoming episode of Redefining AI, host Lauren Hawker Zafer sits down with Dr. Ja-Naé Duane and Steve Fisher.For over 20 years, behavioral scientist Dr. Ja-Naé Duane dedicated herself to one mission: Make life better for one billion people. This award-winning innovator and expert on global systems focuses on helping corporations, governments, and universities understand and develop systems of the future using emerging technology such as VR/AR, AI, and blockchain. Ja-Nae guides companies forward, helping them get out of their own way to create exponential innovation and future forecasting. She has had the pleasure of working with companies such as PWC, Saudi Aramco, Yum Brands, Samsonite, Natixis, AIG, and Deloitte. A top-rated speaker within the Singularity University community and the author of the bestseller, “The Startup Equation,” Ja-Nae is helping both startups and multinational firms identify new business models and pathways for global scale.Over the years, her work has caught the attention of The Associated Press, NPR, The Boston Globe, and BusinessWeek. Ja-Nae holds degrees from Brown University, I.E. Business School, Northeastern University, Carnegie University, Bentley University, and Boston University. Ja-Nae is a member of the Loomis Council at the Stimson Center, collaborator with the National Institute of Health, and holds appointments at Brown University and MIT's Center for Information Systems Research. Steven Fisher is a visionary futurist, innovation leader, and design strategist with over 30 years of experience driving transformational change. Passionate about reimagining business models, he leverages cutting-edge advancements—especially Generative AI—to empower organizations across industries to navigate complexity and seize future opportunities. As a leader in foresight and innovation, Steven has consistently spearheaded high-impact initiatives at renowned organizations. At McKinsey & Company, he co-founded the Futures Practice, integrating strategic foresight and speculative design to help businesses anticipate and adapt to an uncertain future. At FTI Consulting, he led the adoption of Generative AI for business model transformation, pioneering new AI-driven solutions that delivered measurable impact across industries.Beyond corporate leadership, Steven is the Managing Partner of Revolution Factory, a global innovation firm that fosters cutting-edge solutions through AI, strategic foresight, and design thinking. He also serves as Chief Futurist at the Human Frontier Institute (HFI), where he explores emerging trends, conducts research on future-oriented challenges, and mentors leaders in strategic foresight.A prolific thought leader and author, Steven co-authored the best-selling The Startup Equation (McGraw Hill, 2016) and is currently developing two new books—SuperShifts (2025) and Designing the Future (2026)—which delve into the future of business, technology, and human adaptation. He shares his insights through keynotes, industry publications, and his podcasts—the Think Forward Show and Off World Podcast—which explore the intersection of innovation, AI, and humanity's expansion beyond Earth.Committed to democratizing futures thinking, Steven believes that understanding human history and patterns of change is essential to building resilient, future-ready organizations. His expertise in Generative AI, strategic foresight, and design-led innovation enables him to help organizations anticipate challenges and seize opportunities with confidence.Follow and subscribe to Redefining AI to join us in the full episode!#ai #redefiningai #spotify #techpodcast

Arab Digest editor William Law's guest this week is the energy analyst and Digest regular contributor Alastair Newton. Their conversation focusses on how Saudi Arabia is seeking to shape oil prices and the market to meet their financial requirements as Saudi Aramco profits dip and the costs for Mohammed bin Salman's multiple giga-projects continue to be a significant drag on the kingdom's purse. Sign up NOW at ArabDigest.org for free to join the club and start receiving our daily newsletter & weekly podcasts.

In conversation with Managing Director of MassiveMusic MENA Pierre CarnetPierre's Instagram: https://www.instagram.com/pierrecarnet/

Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025. (00:00:00) - Introduction (00:00:47) - Charlie Munger's mental models; Poor Charlie's Almanack (00:07:38) - Cloning is the best mental model (00:08:45) - Sam Walton & Family; Walmart (00:10:36) - Microsoft (00:13:31) - Bridge (00:14:51) - Pabrai Funds: Cloned model from the Buffett Partnerships (00:17:41) - Selecting a stock (00:19:12) - Macro-economic factors; D-Mart & Shrimp farming in India (00:23:32) - Circle of competence; John Arrillaga (00:24:38) - Commodity producers; Saudi Aramco (00:27:26) - Look for anomalies, Investing in Turkiye & Reysas (00:33:54) - Learning from mistakes; Satyam Computers (00:39:35) - Nifty-50 in the 1970s; Walmart The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss key energy developments, including Woodside's $17.5 billion LNG project in Louisiana, with Saudi Aramco joining in 2029, boosting U.S. trade. They also cover EU sanctions on Russian ships and U.S. efforts to target Iran's oil trade with China. The hosts highlight peak coal discussions at the Geneva conference, the global shift toward LNG, and Venture Global's upcoming 20-year LNG contracts. The episode concludes with market updates on oil and gas prices, OPEC's forecast adjustments, and insights from industry analysts.Highlights of the Podcast 00:00 - Intro02:12 - Aramco plans to join Woodside's Louisiana LNG project03:53 - EU sanctions target nearly 200 Russia-linked ships05:50 - Washington issues further sanctions aimed at Iran's trade with China07:39 - Peak coal and energy security dominate discussion at Geneva conference09:41 - CEO: Venture Global to sign multiple 20-year LNG contracts in coming quarters13:38 - Markets Update14:29 - EIA Crude Oil Inventory Report15:38 - OutroPlease see the links below or articles that we discuss in the podcast.Aramco plans to join Woodside's Louisiana LNG projectEU sanctions target nearly 200 Russia-linked shipsWashington issues further sanctions aimed at Iran's trade with ChinaPeak coal and energy security dominate discussion at Geneva conferenceCEO: Venture Global to sign multiple 20-year LNG contracts in coming quartersFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über den Dividenden-Einbruch für die Saudis, neue Hoffnung für Borussen-Aktionäre und schlechte Nachrichten von Wolfspeed. Außerdem geht es um Borussia Dortmund, Saudi Aramco, Next Technology Holding, Lyft, Tesla, BMW, Mercedes-Benz, Volkswagen. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers several major topics impacting the energy sector, including warnings of potential summer power outages in the U.S. due to a strained grid, driven by retiring fossil fuel plants and slower renewable growth. He also discusses the looming rise in California gas prices, which could reach $9 due to refinery closures, and the economic impact of Governor Newsom's oil policies. Additionally, Tanner highlights Saudi Aramco's profit drop due to weak oil prices and an M&A deal where Whitehawk Minerals acquires Phoenix Minerals, signaling a bullish stance on natural gas.Highlights of the Podcast 00:00 - Intro01:32 - U.S. Largest Grid Operator is warning of Summer Power Shortages05:45 - Newsom's War On Oil Could Send California Gas Prices To $9, Analyst Warns12:16 - Markets Update14:23 - Rig Count Update14:34 - U.S. Frac Spread Count14:43 - Aramco Profit Drops With Weak Oil and how will this impact OPEC?16:45 - WhiteHawk to Acquire PHX Minerals Inc. for $4.35 per Share19:12 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. Largest Grid Operator is warning of Summer Power ShortagesNewsom's War On Oil Could Send California Gas Prices To $9, Analyst WarnsAramco Profit Drops With Weak Oil and how will this impact OPEC?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

This episode explores the implementation of a bad actors program at Saudi Aramco's Yanbu NGL fractionation department, focusing on rotating equipment such as pumps, compressors, turbines and motors.

Johanna Rose Cabildo is the founder and CEO of Data Guardians Network (D-GN), a decentralized platform making AI accessible through community-driven data training. Previously, she led enterprise AI projects at droppGroup for the Saudi Government, Saudi Aramco, and Cisco, delivering cutting-edge innovation. With a background in technology, design, and crypto trading, Johanna is a continuous self-taught builder focused on turning curiosity into impact. Her mission is to create real on-ramps into tech, so anyone, anywhere, can contribute and own a piece of the future.Link to D-GN website – https://dataguardians.xyz/Johanna's LinkedIn – https://www.linkedin.com/in/johanna-cabildo-1217b4113/

Johanna Rose Cabildo is the founder and CEO of Data Guardians Network (D-GN), a decentralized platform making AI accessible through community-driven data training. Previously, she led enterprise AI projects at droppGroup for the Saudi Government, Saudi Aramco, and Cisco, delivering cutting-edge innovation. With a background in technology, design, and crypto trading, Johanna is a continuous self-taught builder focused on turning curiosity into impact. Her mission is to create real on-ramps into tech, so anyone, anywhere, can contribute and own a piece of the future.Link to D-GN website – https://dataguardians.xyz/Johanna's LinkedIn – https://www.linkedin.com/in/johanna-cabildo-1217b4113/

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über die Magie der Mausaktie Disney, Insolvenz einer Diät-Ikone und den stoischen Kurs der Fed. Außerdem geht es um Alphabet, Nvidia, Uber, Charles River Laboratories, Hensoldt, Fresenius, Vonovia, Carl Zeiss Meditec, Eli Lilly, Novo Nordisk, WeightWatchers, Volkswagen, Mercedes, BMW, Ferrari, Nvidia, Meta Platforms, Microsoft, Altria, Saudi-Aramco, AppLovin, ConocoPhillips, CNOOC, Investor AB, Arista Networks, Visa, Blackstone, KKR, Pinduoduo, Investor AB, Hermès, Münchener Rück, Allianz, Deutsche Telekom, SAP, MicroStrategy und Vertex Pharmaceuticals. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Themen in der 19. KW: AfD laut Verfassungsschutz Nazipartei.| AfD-Verbot Gebot der Stunde und mit guten Erfolgschancen.| AfD-Wahlkämpfer-Mimimimosen.| Zahl der Vergewaltigungen oder sexueller Nötigungen mittels KO-Tropfen in Berlin 2024 um 5 auf 7 gestiegen.| Chevron, ExxonMobil, Saudi Aramco, Gazprom und BP für ein Drittel aller klimaschädlichen Emissionen weltweit verantwortlich.| Batterie aus Pilzen enwickelt.| Deutschland weltweit auf Platz 4 bei der Aufrüstung.| Übergriffige deutsche Polizisten selten bestraft.| Kein Tempolimit nur in Afghanistan, Somalia, Nordkorea und Deutschland.| Falsche männliche Rollenbilder Ursache der meisten Gewalttaten.| Demonstrationen gegen Hamas in Gaza.| Heute wie vor 100 Jahren Hetze gegen Jüdinnen an deutschen Unis.| Kopfrechnen – Nuhr mit Onkel Dieter!| Elke Wittich hätte Berlin gern von Japan umgeben.| Und Pierre Deason-Tómory weiß, warum der Trumpl nicht Papst wird. Hosted on Acast. See acast.com/privacy for more information.

Welcome to Strategy Skills episode 545, an interview with the author of Cyber Crisis: Protecting Your Business from Real Threats in the Virtual World, Dr. Eric Cole.   What do cybersecurity and entrepreneurship have in common? According to Dr. Eric Cole, a former CIA hacker turned tech entrepreneur and cybersecurity expert, they all require pattern recognition, disciplined thinking, and a commitment to doing what's right.    In this episode, Dr. Eric Cole shares his journey from an unprepared college student to a leading voice in digital security, and how those early days in the CIA shaped his approach to business and protecting intellectual property. He explains why companies need to secure their trade secrets, how leaders can make better decisions using data instead of emotion, and what it really takes to build a high-performance life—starting with health, clarity, and purpose.   Dr. Eric Cole, DPS is a cybersecurity expert, entrepreneur, public figure, and best-selling author who has built a solid reputation in the cybersecurity industry over the last three decades. His career has advanced from starting as a professional hacker for the CIA to become the 44th President's commissioner on cybersecurity to currently advising companies and teaching professionals on how to implement security measures that serve as a business enabler.   Dr. Cole's accomplishments have earned him an induction into the Information Security Hall of Fame and have awarded him as a Cyber Wingman from the US Air Force. His recognition has caught the interest of current clients, who include international banking institutions, Fortune 500 organizations, Bill Gates, and Saudi Aramco. His entrepreneurial accomplishments include three successful exits building eight-, nine-, and ten-figure organizations. Secure Anchor Consulting is his fourth cybersecurity business venture.   Aside from his seasoned technical expertise, Dr. Cole is a well-known public figure and author of various publications. His eighth book, Cyber Crisis: Protecting Your Business from Real Threats in the Virtual World, debuted at #1 on the Wall Street Journal's bestseller list. Dr. Cole is currently focusing on fulfilling his purpose of being on this planet to end suffering in cyberspace and his mission to secure cyberspace by making cyberspace a safe place to live, work, and raise a family.    Get Eric's book here: https://rb.gy/qjwsdz Cyber Crisis: Protecting Your Business from Real Threats in the Virtual World   Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo  

E mais: Saudi Aramco faz acordo com BYD e quebra paradigma para avançar em elétricos.[Patrocinado] Conheça a Deel, a plataforma de RH em que milhares de empresas em todo o mundo confiam para gerenciar e pagar seus times globais. - Saiba mais

Focused As A Bee: Six Buzzworthy Strategies To Thrive In A Distracting World by Jones Loflin, Sydney Loflin Jonesloflin.com/podcast Amazon.com What could you accomplish if you improved your ability to focus? Imagine what your life would be like if: You had the satisfaction of completing your goals You had perfect clarity on your priorities and your daily decisions were aligned with them You had a system to manage the countless distractions coming at you each day Focused as a Bee tells the story of Sydney, an ambitious young woman who is feeling overwhelmed with work and life. Constant distractions, a lack of clear priorities, and the failure to make progress on her goals are wreaking havoc on her self-confidence and work satisfaction. The future she envisions seems out of reach. She carries guilt for not improving her career success, but figuring out what needs to change remains a challenge she hasn't yet overcome. And now she has a new distraction… A swarm of honeybees in her backyard! Reaching out to her beekeeping best friend Alicia, Sydney hopes she will get rid of them ASAP. Instead, Alicia invites Sydney to explore how the work of the bees might offer insights on improving her current work life dilemma. As Sydney becomes comfortable with the bees, she realizes that the secret to their incredible productivity and success lies in their ability to focus. With Alicia's guidance, Sydney learns six permissions that enable her to: Complete her “one jobs” and stay focused on outcomes Reduce the temptation to shift her attention to less important activities Make changes to stay present in any moment Be patient with herself as she applies these new skills Focused as a Bee is a fun and essential guide for those tired of the status quo. Aren't you ready to experience the buzz of success more often? About the author JONES LOFLIN is president of Helping Others Prepare for Excellence Inc. As a keynote speaker for three decades, he has empowered countless individuals to make better choices with their time, enabling them to thrive both professionally and personally. Jones's innovative approaches to leadership and time management have garnered global recognition. His client list includes Federal Express, Choice Hotels, Clayton Homes, Saudi Aramco, and the United States military. Jones has four books. They include Always Growing, Juggling Elephants, Getting to It, and Getting the Blue Ribbon. His fifth book will be released in January 2025. As a coach, Jones is committed to helping people achieve meaningful progress in their lives.

Special Monday Edition: Global travel stocks suffered steep declines on Monday, with major markets in Asia, the Middle East, and Europe seeing significant selloffs due to mounting fears over global tariffs and economic instability. The Hang Seng index dropped over 13%, its worst fall since 1997, while travel-linked stocks like Trip.com and Alibaba plunged by double digits. European airlines and hotel giants also took hits, with IAG, Lufthansa, Accor, and IHG all posting substantial losses amid concerns about falling transatlantic travel demand and trade war impacts. In the Middle East, markets continued a downward slide, compounded by plunging oil prices and significant losses in companies like Saudi Aramco, adding to fears about tourism investment in the region. Read the full story on Skift. Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Mexico, China en Canada kregen allemaal een maand uitstel van president Donald Trump. Hij trok tijdelijk zijn dreigement van handelstarieven weer in. Maar nu is er volgens Trump 'geen ruimte meer' om te onderhandelen. De landen moeten alsnog extra gaan betalen voor alles dat ze naar de VS exporteren. China slaat al terug met eigen heffingen. Ook Canada zegt alle heffingen van Amerika te gaan spiegelen. En wat Mexico precies doet is nog onduidelijk, maar volgens de president staat het al vast dat er een reactie komt. De handelsoorlog is dus een feit. Trump praat de beurzen een flinke depressie aan, want die duiken weer naar de niveau's van vóór de Amerikaanse verkiezingen. Je hoort in deze aflevering hoeveel schade jouw aandelen gaan oplopen. En dan hebben we het ook over die andere oorlog. Die op het Europese continent. Want ook daar bepaalt Trump nu wat er gebeurt. Hij trok alle steun aan Oekraïne in na de ruzie in het Witte Huis met president Zelensky. Dus is de druk voor Europa om de eigen defensie op orde te krijgen nog hoger. Europese leiders laten er geen gras over groeien en kondigen aan 800 miljard euro in de eigen verdediging te investeren. En je hoort ook over TSMC. De chipmaker voelt de importheffingen-bui ook al hangen. Daarom kiest het ervoor om 100 miljard dollar in nieuwe Amerikaanse fabrieken te investeren.See omnystudio.com/listener for privacy information.

Today we had the honor of welcoming back our good friend Dr. Dan Yergin, Vice Chairman of S&P Global, Chairman of CERAWeek, and Pulitzer Prize-winning author of “The Prize” and more recently “The New Map.” He is widely recognized as one of the foremost experts on energy, geopolitics, and the global economy and his achievements and contributions to the energy industry are immense. We were delighted to have an hour of Dan's time to hear his latest insights on the evolving energy landscape and to preview key themes and discussions at CERAWeek, which is kicking off in just under two weeks. This Tuesday, Dan's paper, co-authored with Peter Orszag and Atul Arya, was published in Foreign Affairs titled “The Troubled Energy Transition: How to Find a Pragmatic Path Forward” (linked here). Dan also recently co-authored an article titled “The importance of US LNG for economic growth and the global energy transition” (linked here). In our conversation with Dan, we explore key themes from both pieces, including the challenges of balancing energy security, economic growth, and the global energy transition. We ask Dan for his perspective on today's complex geopolitical environment, the influence of the current U.S. administration on energy and regulation, and global energy competition, including the divide between developed and developing nations, where economic growth and energy access remain a top priority. We touch on key topics and speakers at CERAWeek, including new discussions on trade and industrial policy, the future of aviation fuel, Saudi Aramco's experience with solar, and the growing momentum behind fusion energy, just to name a few. Dan shares insights into the historical context of today's energy transition, emphasizing that it is an energy addition rather than a transition, along with misconceptions about how transitions unfold and the evolving role of critical minerals in global energy policy. We discuss the potential for a resolution in the Russia-Ukraine war, its implications for commodity markets and geopolitical strategy, and the broader complexities of managing volatility in today's rapidly shifting energy landscape. As always, it was our pleasure to visit with Dan and we appreciate his thoughtfulness and optimism for the future of energy. Thank you, Dan, for joining us! Mike Bradley kicked off the show by noting that broader equity markets seem to be entirely focused on AI-related news this week. He noted that rumors earlier this week that Microsoft was cancelling data center leases have slammed the stock prices of IPP & Electrical Providers. NVIDIA reports Q4 results after Wednesday's close, which will set the tone for equities (AI Tech & IPPs) through the end of the week. On the crude oil market front, over the last week WTI price has sunk ~$3/bbl ($69/bbl) on several factors, chief among them being growing optimism of a potential Ukrainian ceasefire. Offsetting this potentially bearish oil news is a growing belief that OPEC will delay April scheduled production increases to 2H'25. He rounded out the conversation by highlighting that the focal story in Energy equities this week is BP's Capital Markets Day (set for Wednesday, details linked here). He noted that BP has previously indicated that the theme for their Capital Markets Day will be a “fundamental reset of strategy” and that investors aren't going to settle for small changes, rather, they're demanding a wholesale retreat from renewables, significant non-core asset sales and a total refocus on fossil fuels. Jeff Tillery also joined and

Send us a text00:00 - Intro00:53 - xAI Raising $10B at $75B Valuation, Maybe Higher?02:21 - Figure AI Raises $1.5B at $39.5B Valuation  03:13 - Anduril Doubles Valuation to $28B with $2.5B Raise  04:01 - Groq Secures $1.5B Contract from Saudi Aramco  04:35 - Klarna Plans April IPO at $15B Valuation  05:23 - Safe Superintelligence Seeks $20B Valuation  05:59 - Stripe Considers Share Sale at $85B Valuation  06:39 - Eudia Secures $105M for Legal AI Expansion  07:19 - Plaid Plans $300M-$400M Share Sale  08:09 - Harvey Raises $300M at $3B Valuation  08:59 - Mercury Eyes $3B Valuation in New Round  09:39 - Databricks Partners with SAP, Valued at $63.6B  10:35 - Canva Expands Daily Plans, Valued at $33.9B  11:19 - OpenAI Prepares GPT-4.5 Launch, Valued at $300B  

NESTA EDIÇÃO. Brasil avança em ordenamento marítimo, fundamental para o setor de energia. EUA suspendem novas licenças para eólicas. Expansão da geração renovável no Brasil deve chegar a 10 GW em 2025, diz Thymos. Aneel tem primeira reunião de diretoria do ano. Saudi Aramco vê “boa demanda” por petróleo. Petrobras consegue certificação internacional para combustível marítimo com percentual de biodiesel.

Defying the "experts," this week, we survived the Global Trade War (ended the day it started) and dramatic inflationary pressure. U.S. Labor Department reported initial claims for unemployment and those claiming unemployment benefits after the initial week; Kevin has the details. Substantial change is expected in the U.S less-than-truckload sector in 2025 according to market observers and executives, Kevin has the details and offers his insights. Oil reacts to President Trump's pledge to raise U.S. crude oil production and lower oil prices, an expected rise in crude oil inventories, the U.S. Treasury imposing sanctions targeting Iran and Saudi Aramco raising March crude prices for Asian buyers.   

Defying the "experts," this week, we survived the Global Trade War (ended the day it started) and dramatic inflationary pressure. U.S. Labor Department reported initial claims for unemployment and those claiming unemployment benefits after the initial week; Kevin has the details. Substantial change is expected in the U.S less-than-truckload sector in 2025 according to market observers and executives, Kevin has the details and offers his insights. Oil reacts to President Trump's pledge to raise U.S. crude oil production and lower oil prices, an expected rise in crude oil inventories, the U.S. Treasury imposing sanctions targeting Iran and Saudi Aramco raising March crude prices for Asian buyers.   

In December 2024, Bitcoin, one of the earliest cryptocurrencies and undoubtedly the most famous, hit $2 trillion in market capitalization, bigger than Tesla, Meta, and Saudi Aramco. In this episode, Nobel Prize-winning economist and Chicago Booth finance professor Eugene Fama—widely considered the “Father of Modern Finance”—predicts it will go to zero within ten years.Legendary investor Ray Dalio called crypto a bubble a decade ago; now, he calls it “one hell of an invention.” Larry Fink of BlackRock previously referred to Bitcoin as an index of money laundering. Today, he sees it as “a legitimate financial instrument.” Less than 36 hours after launching his own cryptocurrency before his second inauguration, United States President Donald Trump appeared to have made more than $50 billion on paper for himself and his companies. (During his first term, Trump called crypto “not money, whose value is highly volatile and based on thin air.”) Amidst this noise of crypto doubters changing tune, Fama joins Bethany and Luigi to discuss why he remains dubious about Bitcoin's ambitions.Bitcoin uses more electricity than many countries—around 91 terawatt-hours annually. Is this amount unsustainable? What makes its value so volatile, and what are the implications for the banking sector and our economy? If cryptocurrencies' purpose is a reaction to an underlying distrust in financial institutions, can decentralized blockchain, the technological ledger that enables anonymous crypto exchange, fix it? Last but not least, why do supporters of a decentralized service, whose value lies in its existence outside traditional government structures, need to spend billions in lobbying to convince politicians, including the president, of its utility?Show Notes:Read ProMarket's archives on Bitcoin and cryptocurrency.Revisit our prior Capitalisn't episode with author Zeke Faux, The Capitalisn't of Crypto: SBF and Beyond.

Saudi Aramco is to expand its investments in lithium production, officials in Beijing are discussing using Elon Musk as a broker in a potential sale of TikTok's US operations, and KPMG could soon begin offering legal services in the US. Plus, Syria has been flooded with imports in the aftermath of Bashar al-Assad's ousting.Mentioned in this podcast:Saudi Aramco to expand investments in lithium as it diversifies from oilChina discussing using Elon Musk as broker in TikTok dealKPMG readies challenge to US law firmsSyria flooded with Pepsi and Pringles as rulers open economyThe FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian, Lulu Smyth, and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

La maggior parte delle nomine annunciate da Trump sono considerate anti convenzionali se non apertamente provocatorie. Con Alessio Marchionna, editor di Stati Uniti di InternazionaleI dividendi di quest'anno della Saudi Aramco sono stati approvati anche se i conti registrano un aumento deciso dei debiti, mentre i prezzi bassi del greggio hanno ridotto le entrate e gli utili. Con Alessandro Lubello, editor di economia di Internazionale.Oggi parliamo anche di:Film • Giurato numero 2 di Clint EastwoodCi piacerebbe sapere cosa pensi di questo episodio. Scrivici a podcast@internazionale.it o manda un vocale a +39 3347063050Se ascolti questo podcast e ti piace, abbonati a Internazionale. È un modo concreto per sostenerci e per aiutarci a garantire ogni giorno un'informazione di qualità. Vai su internazionale.it/abbonatiConsulenza editoriale di Chiara NielsenProduzione di Claudio Balboni e Vincenzo De SimoneMusiche di Tommaso Colliva e Raffaele ScognaDirezione creativa di Jonathan Zenti

Australians under the age of 16 will banned from using TikTok, Facebook and Instagram under new government legislation Saudi Aramco, the world's largest oil producer, has seen its third quarter profits plummet 15% after lower oil prices ate into its margins Coopers Brewery, the Australian owned brewery, has seen its profit jump following a pretty unique alcoholic offering _ Head to helia.com.au/LMI to learn more. Helia Insurance Disclaimer: Information is of general information, and does not constitute legal, tax, credit or financial advice, and is not tailored to a home buyer's specific circumstances. Home buyers should consider their own personal circumstances and seek advice from their professional advisers before making any decisions that may impact their financial position. Lenders mortgage insurance (LMI) is insurance that protects the credit provider, not the home buyer, and cannot be provided to borrowers. Helia Insurance Pty Limited ABN 60 106 974 305 is the issuer of the LMI policy and holds an Australian Credit Licence Number 393269. Helia credit activities are limited to credit activities engaged by it as an assignee in relation to providing lender's mortgage insurance (LMI) products or as a credit provider under the doctrine of subrogation in relation to providing LMI products. The information provided in this article does not refer to a credit contract with any particular credit provider. _ Download the free app (App Store): http://bit.ly/FluxAppStoreDownload the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —-The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Donald Trump and Kamala Harris make their final pitches to the U.S. electorate with rallies in the key battleground states of North Carolina, Pennsylvania and Michigan. Wall Street braces itself with global stocks flat while yields slip and the greenback wavers ahead of today's poll. Boeing workers end their seven-week strike after accepting an improved pay deal. In energy news, Saudi Aramco sees a 15 per cent dip in the third quarter due to weak prices and decreased refining markets. The oil giant does, however, still top expectations and maintains its $31bn dividend. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

WHO'S YOUR CDO? Prof. Christian Farioli is a digital marketing pioneer. Since 2003, as a Lecturer for the Digital Marketing Institute, Informa and PwC, Christian has spoken at more than 130 international conferences, including GOOGLE, NASA and Davos, trained and advised more than 15000 executives in 4 continents, from Armani, Bayer, Jumeirah Burj Al Arab, Huawei, Saudi Aramco, and Ferrari, just to name a few. Additionally, Christian has worked with Oracle in Italy, Spain and Ireland. He now advises clients on Digital Marketing Strategy, Performance & Inbound Marketing and Web Analytics.

In this episode, we're diving into the latest from Saudi Aramco as it commits $100 million to empower AI startups, marking a significant step in Saudi Arabia's tech journey

Headline:- UAE Ascends as a ‘Startup Nation' in Digital Assets: Ruler of Ras Al Khaimah- Saudi Aramco's Wa'ed Ventures Allocates $100M to AI Start-Ups- Abu Dhabi Film Rebate Increases to 35% Amid Regional Competition 

Women's soccer players slam FIFA's partnership with Saudi Aramco over human rights, environmental concerns.King Charles was heckled by Indigenous senator Lidia Thorpe at Australia's Parliament House.It is election day in New Brunswick.

Dopo la decisione della sezione immigrazione del tribunale di Roma di non convalidare il trattenimento dei migranti arrivati la scorsa settimana in Albania, costretti poi a tornare in Italia, il governo di Giorgia Meloni corre ai ripari approvando un decreto legge su migranti e Paesi sicuri. Parliamo di questo e di questa giornata della politica italiana insieme a Barbara Fiammeri, commentatrice politica de Il Sole 24 Ore.Non si arresta il calo demografico: nascite in caduta libera. Con noi Alessandro Rosina, ordinario di Demografia e Statistica sociale alla Cattolica di Milano. Calciatrici alla Fifa: no all’Arabia Saudita. Lettera elle giocatrici di 24 Paesi contro l’accordo di sponsorizzazione di Saudi Aramco, l’azienda dello stato saudita. Sentiamo il commento di Carolina Morace, europarlamentare ed ex-calciatrice e allenatrice. Il maltempo colpisce la Calabria. Ci racconta la situazione Simona Gambaro, corrispondente per la Calabria.

The future of the industrial economy. In it we cover Generative Engineering, digital twins, AI for the physical world, data that dwarfs the internet, Saudi Aramco the tech giant, and the digital future of heavy industry. Greg Fallon is CEO of Geminus, a company at the forefront of simulating and automating industrial operations through cutting-edge AI technology. Geminus is revolutionizing how industries operate by bringing unprecedented speed and scalability to AI model deployment, with successful implementations in energy, oil and gas, manufacturing, and semiconductors. With heavyweight investors and partners like SLB and LAM Research backing them, Geminus is a key player in the digital industrial landscape. As a proud early investor in Geminus almost six years ago, alongside our friends at The Hive, I've had the privilege of watching this company innovate the industrial complex. Greg, who holds a Master's in Science from the University of Virginia, has a wealth of experience, having held senior executive roles in product and commercialization at both Autodesk and ANSYS—two of the most influential companies in industrial software. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vcSee omnystudio.com/listener for privacy information.

Israel's right to self-defense and security, governance in Gaza, the Iranian regime and its network of terror, the Jewish state's relationship with Arab countries in the Gulf, and much more were among the topics of discussion at an AJC-convened panel discussion at the 2024 Republican National Convention in Milwaukee. Listen to an excerpt of the panel, moderated by AJC's Chief Policy Officer and the head of AJC's Center for a New Middle East, Jason Isaacson, along with policy experts Dr. Ken Weinstein, Kirsten Fontenrose, and Rich Goldberg. *The views and opinions expressed by guests do not necessarily reflect the views or position of AJC. AJC is a nonpartisan, 501(c)3 nonprofit organization. AJC does not endorse or oppose political parties or candidates. Episode Lineup:  (0:40) Jason Isaacson, Ken Weinstein, Kirsten Fontenrose, Rich Goldberg Show Notes: Watch: Israel and the Path to Peace - AJC at the Republican National Convention Listen – People of the Pod: Europe at the Ballot Box: Insights and Impact on Jewish Communities and Beyond Follow People of the Pod on your favorite podcast app, and learn more at AJC.org/PeopleofthePod You can reach us at: peopleofthepod@ajc.org If you've appreciated this episode, please be sure to tell your friends, and rate and review us on Apple Podcasts. Transcript of Panel with Jason Isaacson, Ken Weinstein, Kirsten Fontenrose, and Rich Goldberg: Manya Brachear Pashman:  America's political parties are kicking off the 2024 convention season, starting this week with the Republican National Convention in Milwaukee. AJC was on the sidelines of the RNC, with a live program titled Israel and the Path to Peace, moderated by AJC's chief policy officer, Jason Isaacson. Jason is also the head of AJC's recently launched Center for A New Middle East.  Joining Jason was Dr. Ken Weinstein, former longtime CEO of the Hudson Institute and the Walter P. Stern Distinguished Fellow at Hudson;  Kirsten Fontenrose, the President of Red Six Solutions and Senior Director of Gulf Affairs in the National Security Council under President Trump; and Rich Goldberg, Senior Adviser at the Foundation for Defense of Democracies and Director of Countering Iranian Weapons of Mass Destruction for the National Security Council, under President Trump.  Just a reminder: AJC is a 501(c)3 nonpartisan organization and neither supports nor opposes candidates for elective office. A similar program will be offered at the Democratic National Convention in Chicago later this summer. Now onto today's episode: an excerpt from AJC's convention program. Jason Isaacson:   Let me begin by reading to you a couple of passages from the Republican platform, which was adopted yesterday at the Republican National Convention. This is what it said about Israel. Quote, We will stand with Israel and seek peace in the Middle East, we will rebuild our alliance network in the region to ensure a future of peace, stability and prosperity. And then there was, as you may recall, for the Republican platform, his list of 20 promises. And it's described as 20 promises that we will accomplish very quickly when we win the White House and Republican majorities in the House and Senate.  And number eight, on that list of 20 promises is the following, quote: restore peace in Europe and in the Middle East. So let's drill down with our panelists on those two statements in January 2025. That's more than six months away. It may be that the Israel Hamas war will be won over by them, and perhaps whatever conflict is so close to boiling over between Israel and Hezbollah, that that might not any longer be the case, might have boiled over, might be a thing of the past.  But let's say for the sake of argument, that hostilities are in fact, continuing, and let's assume that the Republican Party is victorious this fall. What are you expecting the Trump administration to do to, quote restore peace in the Middle East and to accomplish that, quote, very quickly. And let me begin Kirsten, with you. Kirsten Fontenrose:   Great, thanks so much for having us. All of us like to nerd out about these kinds of topics all the time when we're just grateful that there are other people who are as interested. What I expect to see in America is a revived peace plan. So you all remember the deal of the century, the vision for peace, we will see that come back. If there's a second Trump administration. Not in isolation, it will be part of a larger context.  That will also include assurances about Israel security and governance for Gaza and the like. Why have we not seen this yet? Because no one's asked the Trump team. But that will come back and you will see that. There's an expectation, whether it's naive or not, which we'll see, that there will be a greater receptiveness among the Palestinian population for an economic plan that offers improvements in livelihood after this conflict.  If there is a marginalized Hamas, there'll be more movement in this space for reviving these kinds of ideas. So we will definitely see a revived peace plan, you won't see less attention on this issue, you'll see very top level attention on the issue. You're also going to see, I think gloves off with the Houthis in the Red Sea. The US military has been very careful to make sure that all of our strikes so far had been from a defensive perspective. But you will see, I believe, because the world has not criticized any of these strikes, I think you're gonna see more latitude there. More room for movement for preemptive striking, for instance, because the perception is that for the whole world, this shipping interception problem is just out of hand. So I think we'll see more latitude there. And we'll see gloves come off a bit there.  And then I think you're gonna see some tough talk, frankly, with Prime Minister Netanyahu. President Trump has watched the US be yanked around a bit by the current Israeli government.  And I think you're going to see less tolerance for that recognition that Israel is a sovereign country, but more of an attempt to say the US is the superpower here, and we will be leading the ideas from hence. If we're expected to play a role, we will be leading in that role. What you will see, however, will be interesting to watch as there is division among Trump advisors about a two state solution. So you'll see that be debated out. Jason Isaacson:   Thank you for that. Ken, let me ask you, restoring peace in the Middle East and Europe and doing it very quickly, you've had a very broad focus on a whole range of foreign policy issues at the Hudson Institute and before and since. Tell me how you see that playing out under a second Trump administration? Ken Weinstein:   I'd say first of all, I think President Trump came to the conclusion early on, in his first term, he came in remember, talking about the deal of the century with you know, this peace agreement, he was booed at the Republican Jewish Committees event when he was a candidate.  And he quickly came into office and understood he could not trust Mahmoud Abbas, because of the incitement to terror by the Palestinian Authority and the tensions that were given out, and the pay for slay efforts that the Palestinian Authority has. Whereby people who kill Jews, kill Americans, were getting Palestinian Authority pensions in prisons, for their families and the like.  And so, Trump quickly came to understand that the challenge in the peace process wasn't bringing Israel and the Palestinians together, it was that the peace process itself was misconstrued. The peace process was being used by Middle Eastern governments, in particular, the Iranians, but also the Palestinians as a means to put leverage on Israel, exercise leverage on Israel, by a bunch of people who wanted to see the end of Israel's existence. And Trump quickly reversed that equation.  He understood that the best way to move forward was to remove items from the table such as moving the embassy to Jerusalem, which didn't have any of the backlash that John Kerry and others predicted would happen. And he quickly understood the best way to move things forward was to put pressure on the Palestinians.  Trump's a real estate guy. And so he understands leverage, he understands how to put pressure forth, and how to deter. I think we're going to see much more of that moving forward. We're not going to have a vice president of the United States who's going to get up and say, the Israelis can't evacuate Rafah, it's going to lead to 10s of 1000s of deaths.  And here I actually disagree slightly, I think Trump will actually give the Israelis the latitude they need to finish the mission, which is to destroy Hamas, and eventually bring about a transformation in Gaza, with the assistance of the Saudis. Who were absolutely critical in de-radicalizing Gaza, they have done it successfully themselves, as has the UAE. And so I think we're going to look much more at a regional approach on these issues. Obviously, Iran is going to be, to borrow a term from Joe Biden, President Biden, in the crosshairs of the Trump administration, as they were before. You're gonna see massive sanctions again, we're gonna get them, we're gonna enforce those sanctions. And Rich can talk to this stuff far more deeply than I ever could.  And you're gonna have the Iranians on the run so that they don't feel that they can work with Hamas or work with Hezbollah, to do more damage to Israel. And already we're seeing a deterrent effect on the Northern Front. And also with regard to Hamas.  Because with regard to Hamas, we see that the fear of a Trump administration is leading to a greater willingness to negotiate with Israel. And on the northern front, I think it's less likely that the Israelis will take dramatic action before the US election, knowing that they will not be reined in by an administration that is somehow searching for a delusion of peace with Hezbollah and with Lebanon. Jason Isaacson:   What about peace in Europe? Is is that something that you see, that you can envision under a Trump administration? Ken Weinstein:   First, let me say something with regard to Europe and the Middle East. I think that the Trump administration, the Trump team has been infuriated by this notion of enforcing this ridiculous ICC policy with regard to Israel and those who threatened to arrest Netanyahu. I think you're going to see in places particularly, I can just think of the kinds of actions they'll take in Germany.  I think you can expect individual sanctions on the people who were behind Nord Stream as a sign to not dare mess with Netanyahu, period. And you'll see other actions like that. I know the Spanish ambassadors here with regard to Spain with that we will be taking numbers, as Nikki Haley did so effectively at the UN, and as the Biden team does not.  So with regard to Europe. Look, I think the situation with regard to Ukraine, as President Trump understands it, I think, Trump, you have to understand he comes to this. He's not a policy person. He thinks that policy people like the three of us, four us up here, we lack creativity, we have a sense the policy options run from the letter L or P to the letter Q or R. And in fact, for Trump, they run from A to Z. And so that meant fire and fury in Pyongyang, but it meant eventually potentially beachfront condominiums in North Korea and an economic vitality to North Korea, if it gave up its nuclear program. With regard to Iran, it was maximum pressure, but it was the new Iran deal that got rid of the nuclear program that got rid of the missile program that got rid of regional activities, and that internally reshaped Iran, and led to a new relationship with Iran, with not only the region but the rest of the world. And with China, it was massive tariffs on China, but a new trade deal in the phase one that was gonna get rid of intellectual property stuff, which was at the core of what President Trump saw correctly as the engine of the Chinese economy, and the engine of the China 2025 program. So I'd say with regard to Ukraine, the President is looking at options that will, as he himself has said, he would tell the, you know, the Ukrainians on day one, you've got to, you know, we've got to end the fighting, you would tell Putin, if you don't end the fighting, we're gonna arm the shit out of Ukraine, pardon my French, as he said something along those lines. And I think what we'll see at the end of the day, is a massive program to guarantee Ukrainian security, that is going to take massive security guarantees. But the Europeans are going to have to step up and step up in a very serious way. And we've seen since the announcement of the JD Vance nomination are ready to reaction in Europe, the Europeans, you know, have to understand they're not gonna be able to backchannel they're not going to be able to figure out some way out of this. They're gonna have to be big providers of security guarantees, we will do the same for the Ukrainians as well, but Europe has to take up a big portion of it. And Trump does not, he is not Joe Biden, he's not going to cut and run, as in Afghanistan, he doesn't want to be humiliated on the stage, he understands deterrence, he's going to send a very clear signal to the Russians, as he did to the Taliban. When they were talking about when they were negotiating with the Taliban, Trump was on a video call once with the Taliban leader, and said, I want to make this very clear, you're not to strike at any of our people. And if you do, and hit the button on Play, and he showed a video of I think, the Taliban leader's kid leaving their house to say we're watching you every moment, and we will take care of you. And  there'll be some kind of a version of that with regard to Putin, that's going to be very clear. He was very blunt with Putin behind closed doors, from the White House in particular. And I think there was a good reason why Putin didn't go into Ukraine during Trump's term. And so I think that there's going to be some kind of a square in the circle solution that's going to have to come together. And I've been telling European foreign and defense ministers for the last few months, think about this now, how to do it, how to implement it.  Jason Isaacson:   Ken, thank you so much. Rich, let me turn to you. We've been talking about Iran, and you are an expert on Iran. It happened for years. I didn't see a reference to Iran and the Republican platform. But of course, we know, former President Trump's record on Iran. And Ken has been talking about that. Should he return to the White House next January, what do you foresee on this front to return to maximum pressure, or something more kinetic? And what is your sense of our regional strategic partners priorities? Are our friends in the Gulf hoping for a decisive showdown with Iran? Or are they sufficiently risk averse that they prefer a less confrontational approach? What do you think? Rich Goldberg:   I think if you look at the top lines, right, and you compare the policy, the recipe, if you will, under the Trump administration: maximum pressure on Iran, maximum support for Israel gets you peace, gets you deterrence. And when you flip the narrative and you go to maximum deference to Iran and pressure on Israel, you get conflict in the Middle East. It's not disconnected from what Ken's just talking about in other regions of the world as well, whether in Europe, whether you're in the Indo-Pacific. This comes down to the ability to restore American deterrence. And then you have options. There are a lot of genies that are out of the bottle due to the last three and a half years. Iran today and its nuclear program is at the one yard line of nuclear weapons thresholds. They were not there four years ago. In fact, after the killing of Soleimani, in early 2020, the rest of the year the Iranians never escalated the nuclear program again. They waited until January of 2021. And that's when they started jumping to 20% high enriched uranium. And then they saw nothing's happening to us. So they went to 60% high enriched uranium. They started installing all the advanced centrifuges, they've advanced, so far accelerated to this incredible capacity to produce a dozen nuclear weapons in just a couple of months if they so chose. Plus Intel now coming in that the administration is trying to downplay work on weaponization. There's a lot of genies out of the bottle here that Donald Trump's going to have to try to put back into the bottle.  And that will not be easy. But the formula remains correct. Restore deterrence, have maximum pressure and isolation on the Iranian regime and provide support to your allies. Now, the Gulf Arabs, by the way, the Saudis, the Emiratis, they've made some strategic decisions due to the policies that they saw, sustained by Joe Biden. They've cut deals with the Iranians and sort of cut their own JCPOA. with Iran with the Houthis. I'm not sure they're going to be on board for what's coming next. And they need to make some preparations for the return of a Trump administration and hawkishness towards Tehran and understand that we also won't tolerate them hedging with the Chinese. Now, that comes from the fact that America is hedging on them.  And so there's going to be a lot of parts that have to come together like a puzzle, to try to put Humpty Dumpty back together again, actual restored turns and regain that peace through strength in the region. This is true in the Middle East. It's true in Europe, and it's true in the Indo Pacific. So what is deterrence? I think that's a major question. What is deterrence? Made up of two big things, capacity and will. Joe Biden and Donald Trump both have capacity. They were the commander in chief at some point of the most powerful military on Earth. Nobody doubts that you have capacity when you are the president of the United States. But our enemies do doubt the will. And they test the will early on.  Every single administration gets tested, whether it's China, whether it's Putin, whether it's Iran, they get tested. At some point, Donald Trump got tested by the Iranians and Soleimani is dead. And that changed a lot of things in the world. And over the course of time, the unpredictability, the some of the craziness of the media went hysterical over the red button with Kim Jong Un did get the attention of people like Vladimir Putin. The Taliban tested Joe Biden, and he failed the test. And Kabul fell. And then Ukraine was invaded. And then now in China, they're expanding and starting to harass and actually attack in some ways, the Philippines and Taiwan.  And what are we seeing? Nothing. So, the minute Donald Trump becomes president, when I hear Trump say, just my election is going to start bringing about a change on the Ukraine front, a change in the world. You might have laughed at that.  I think after Saturday, you're not laughing anymore. A picture that if you're Xi Jinping, the Ayatollah, Putin, Kim Jong Un, looking at that on your desk every day of Donald Trump with his fist in the air blood dripping, right after being shot, saying fight. You're not questioning will. And that will be, I think, the big game changer.  Now, they might still test it. And there's a Chinese proverb, which is, you have to kill the chicken to scare the monkey. And I think President Trump might have to kill a chicken. He'd have to pick the chicken wisely. I think it might be the Houthis. That makes no sense to me. There is a national interest, there's a strategic importance to it. And it will game change how you're trying to get the Gulf Arabs back on side, see that we are committed to the security in the Gulf in the broader Middle East, it will send a major signal to Tehran, and it'll be part of that pivot back to maximum pressure on Iran and maximum support for Israel.  Jason Isaacson:   Rich, thank you. But before I turn back to the Abraham Accords, let me ask you, what's your sense of the Saudi and UAE and Bahraini overtures to Iran? Are they just seeking some kind of stability, some kind of channel, but it doesn't have a whole lot of meaning, or what's your sense and how should the US respond? Rich? Rich Goldberg:   I think there is meaning to it. I think that Mohammed bin Salman, the Crown Prince in Saudi Arabia has changed his strategic calculus over the last three years. I think that there was a game changing moment for him when the Houthis were raining down missiles, next to a Formula One race he was hosting out in Jeddah. And you're talking about major investors, world leaders, important people all driving into a race course already there. And you're seeing a ballistic missile explode within your line of sight. And the United States does nothing.  And then Abu Dhabi comes under attack by the Houthis, and the United States does nothing. And they're saying, Wow, they're just at the table trying to give the Iranians whatever they can, they've taken the Houthis off the terror list. They're not defending us anymore. They've pulled the missile defense augmentation that Trump put in, in 2019-2020. And they're still trying to get this nuclear deal done.  What are we doing here? Why are we just waiting around for Godot? Why are we exposed? We should cut a deal here. And why if the United States can hedge on us, can't we hedge on them, and they start cozying up to the Chinese and doing things that we probably don't like very much I need to put an end to. So I think it's very real. These channels are real. They're in a hedge. I think it's taken a while for others that are far more suspicious of Iran, like Bahrain to get on board this strategy. But everybody sort of signed up to this. There's a normalization process with Assad that I think is partially connected to it as well. All of that's going to have to change. You have Donald Trump is back in office. And I don't know that they appreciate that very much. Jason Isaacson:   There's also a recollection of the Trump administration in this reaction or non reaction to this Iranian attack on Saudi Aramco facilities. So it's been a mixed bag. But But first, let me let me let me turn back to you. And we were talking about the Abraham accords before. That was a great foreign policy access success of the last months of the Trump administration, first of the UAE, then Bahrain and then with different terminology, but Morocco and Sudan. As you know, the Biden administration has been vigorously pursuing an effort to normalize Saudi relations with Israel, and objective that was also very much a part of the Trump administration's vision. What are your perspectives on the likelihood of that kind of a deal being closed in the last months of the current Biden administration, if they do move forward on such a deal with the Republicans getting the Senate joined with Democrats in the Senate to support such a deal before the election? Or perhaps in a lame duck session after the election?   Kirsten Fontenrose:   Well that's the big question. So I think if you have a deal that includes normalization with Israel, Saudi us still includes normalization with Israel, it has a shot of getting through, but the closer we get to the election, the smaller that shot gets, because the more Republicans Congress will want to hold out to grant that foreign policy when to potential Republican administration.  But if you have a deal that is being discussed now, as a Plan B, that is just a US-Saudi deal, without normalization. And this is because of the Israeli government's decision, perhaps not to grant that the Saudis are fully on board, you won't get it through, there's just not enough in it. For the US. There are lots of questions about why we'd be granting Saudi assistance with civilian nuclear technology. And a security guarantee, when we're not really getting much out of it. There's nothing in this deal in terms of concrete asks on the relationship with China. And we can really go quite far in blocking Chinese influence in the Gulf by just improving our own foreign military sales process. We don't need to grant security guarantees, the Israeli Saudi relationship is so close right now. It's normalization and everything but public statement and name and that public statement name is important for the follow on effects you have around the world globally and with other Muslim populations.  But in terms of their coordination, they're in a pretty good place. So we're not in some sort of crisis rush to make sure this happens in the next few months, unless you're the Biden team. And you're desperate for a foreign policy win, because your promises on other foreign policy fronts have not borne out.  So I think you will still see this continue, though we have doubled down on the Saudi discussion, if there is a second Trump administration. But you will not see this granting of a deal to Saudi Arabia, even though they are a phenomenal partner. And we are quite close, without more concrete asks that benefit U.S. goals as well. It's not the opinion that just having Saudi on side with nothing we've actually signed them up to, would they grant overflight rights, if things came down with Iran.  We need to make those more specific before we would do something that would require commitment of troops, large resources, equipment, perhaps to the detriment of other partners, we would be able to send those same troops and equipment. So I don't think we're going to see it in the last months of this administration. Manya Brachear Pashman: To hear the rest of the panel, head to the link in our show notes. Another reminder that AJC is a nonpartisan organization and will be at the DNC next month in Chicago. We hope to see some of you there.  Next week on People of the Pod, tune in for our sit down with two Jewish Olympians before they head to Paris for the Summer Olympic Games.

Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now). 0:00 Tesla Stock is ripping 1:15 Tesla as a Pokemon (my analogy) 2:28 Tesla Cybercab 8/8 Event 2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution 4:50 Shoutout Cybervessel 5:00 Why Tesla might be cheap at $800B 10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society 13:23 Tesla's Growing Intrinsic Earnings Power 16:02 Tesla Energy (Megapack) potential 17:33 Tesla is the Americana Futura vibe we need My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.

Donald Trump has been found guilty of conspiring to buy the silence of a porn actor and Saudi Arabia is selling roughly $12bn worth of shares in its national oil company Saudi Aramco. Plus, European oil majors are left at a disadvantage in several areas when it comes to M&A. Mentioned in this podcast:Donald Trump found guilty on all counts in ‘hush money' trialSaudi Arabia to sell $12bn worth of Aramco sharesWhy the European oil megamerger has not gushed forthThe FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Ethan Plotkin, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Plus: Israel seizes a key Gaza border crossing ahead of a planned assault on Rafah. And BP and Saudi AraMco report drops in profit amid weak demand and lower crude prices. Kate Bullivant hosts.   Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to this week's episode of Market Mondays! Today, we dive into a range of hot topics from the latest in tech and energy profits to intriguing financial insights. First up, we discuss our futures trading tip of the week, offering essential advice for traders. We'll also analyze Boosie's comments on the American economic situation, exploring the need for lifestyle adjustments and corporate layoffs in today's economy.In tech news, Meta's substantial loss in their metaverse division has raised eyebrows, but what does this mean for investors? We contrast this with Tesla's earnings surge and ponder the reasons behind these divergent paths. Additionally, Google's impressive ad revenue this quarter has us asking: are we bullish on its future?Turning to global powerhouses, we explore how Saudi Aramco's staggering profits compare to tech giants like Meta, Nvidia, Amazon, and Tesla, and discuss its potential to become the world's leading company. Also on deck, we look at emerging tech in telecommunications with the Solana phone challenging Apple, and whether Nvidia can maintain its industry lead.For the metal enthusiasts, we evaluate if now is the right time to invest in US Steel.Plus, don't miss our exclusive interview with John W. Rogers, Jr., Chairman and Co-CEO of Ariel Investments. From his early passion for investing to his strategic insights and his role in promoting business diversity, John shares valuable lessons and strategies for investors at all levels.#MarketMondays #InvestingTips #TechNews #GlobalEconomy #FuturesTrading #GoogleBullish #SaudiAramco #Nvidia #USSteel #JohnRogers #ArielInvestments #MetaLoss #TeslaEarningsOur Sponsors:* Check out Monarch Money: monarchmoney.com/MONDAYSSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy