Podcasts about Shale

Emily Pilbeam presents a mixtape of her personal selection of tracks from BBC Introducing, including a Track of the Week from The Itch, and words and music from Shale. There's also fresh from the Uploader music by Nxdia, Michael Georgian, British Birds, Westside Cowboy, Teethin, Lizzie Esau, Sunkissed Child, Colouring, Far Caspian, SEARCH RESULTS, Bastet, and Jaydonclover.

We present our review of The Substitute/The Principal/187!The genre of "high schools in trouble" movies evolved significantly from the late 1980s into the mid-1990s, beginning with a foundation of inspirational redemption dramas and mutating into gritty action thrillers.It began earnestly with films like Lean on Me (1989), Stand and Deliver (1988), and Dangerous Minds (1995). These movies centered on teachers and administrators fighting to reclaim failing schools, emphasizing personal transformation, student empowerment, and systemic reform. The stakes were social and emotional — saving lives through education, not violence.However, as the '90s progressed — and as American cultural anxiety about crime, urban decay, and "out-of-control youth" intensified — the "high schools in trouble" narrative hardened. Instead of inspirational teachers winning hearts and minds, later films portrayed literal battles for survival against criminal elements within the schools.Movies like The Principal (1987), The Substitute (1996), and One Eight Seven (187) (1997) transformed the setting from a battlefield of ideas to an actual battlefield. Authority figures were no longer educators first — they became enforcers. Characters like James Belushi's Principal Latimer, Tom Berenger's mercenary-turned-substitute Shale, and Samuel L. Jackson's haunted teacher Trevor Garfield had to physically fight gangs, drug dealers, and violent students. Education was almost incidental — survival and order became the goal.Thus, the genre evolved:From teachers trying to save troubled studentsTo teachers trying to survive troubled studentsThis transition also reflects the broader cultural fears of the 1990s: urban schools were increasingly depicted as hopeless, violent zones where idealism wasn't enough — only strength and retaliation would do.By the end of the '90s, this cycle largely burned out. The action-heavy "high schools in trouble" subgenre gave way to other approaches, like the more psychological horror of The Faculty (1998) or the satirical dark comedy of Teaching Mrs. Tingle (1999). The idea of schools as battlegrounds didn't disappear, but the way Hollywood depicted them shifted with the times.Disclaimer: The following may contain offensive language, adult humor, and/or content that some viewers may find offensive – The views and opinions expressed by any one speaker does not explicitly or necessarily reflect or represent those of Mark Radulich or W2M Network.Mark Radulich and his wacky podcast on all the things:https://linktr.ee/markkind76alsohttps://www.teepublic.com/user/radulich-in-broadcasting-networkFB Messenger: Mark Radulich LCSWTiktok: @markradulichtwitter: @MarkRadulichInstagram: markkind76RIBN Album Playlist: https://suno.com/playlist/91d704c9-d1ea-45a0-9ffe-5069497bad59 

Emily Pilbeam announces the line up for the Introducing stage at The Great Escape festival, plus a track of the week from Shale and tracks from Ciel, Prima Queen and more.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENERhttps://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®.He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Send us a textThe Two Crew fights a familiar foe, once again, on the way to the cult's temple.  Music: "Northbound Along the 25th" by Robbie Whiplash "Jazz Bossa Nova" by Oleg Kirilkov All other music by Tabletop Audio Thanks for listening! You can find us on Twitter @25northpodcastYou can join our Discord community with this invite code "nBTZzTGZdA"You can send us an email at 25northpodcast@gmail.com if you wish

Although the US is energy independent and a net exporter of petroleum products, we still import certain blends of crude. Canadian tar sands oil is the heavy type for which American refineries are configured as is Mexican oil. Shale oil is lighter. So we buy what we are set up to handle and sell what […]

You can also find GEO Podcast or all the major podcast capture platforms!(Go on...subscribe and do not miss the new episodes)In this episode, I talk about shale, some major types, and how humans have used shale over time.Visit our GEOetc Members Section - Over 100 teaching resources that are classroom-ready to help you teach Earth science. Check them out!Support the show

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley dives U.S. shale stayed disciplined despite Trump's pro-growth push, as China and India scrambled for crude amidst Russian tanker chaos. The UK's nuclear plans faltered under delays and soaring costs, while the EU admitted lingering reliance on Russian gas. The IEA warned of tight global gas markets through 2025, but Trump made waves by lifting LNG export bans and launching a bold $500 billion AI "Stargate" initiative—set to redefine AI infrastructure and energy innovation with a potential off-grid power revolution.Highlights of the Podcast00:00 - Intro01.03 - U.S. Shale's Capital Discipline Outweighs Trump's Pro-Growth Rhetoric04:45 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back07:27 - UK Nuclear Power Ambitions Hampered by Delays and Soaring Costs05:87 - EU makes admission about Russian gas10:46 - IEA says global gas markets set to remain tight in 202513:30 -Trump lifts pause on non-FTA LNG export approvals15:25 - Trump unveils $500 billion AI ‘Stargate' project19:27 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. Shale's Capital Discipline Outweighs Trump's Pro-Growth RhetoricChina and India Scramble for Crude as Sanctioned Russian Tankers Turn BackUK Nuclear Power Ambitions Hampered by Delays and Soaring CostsEU makes admission about Russian gasIEA says global gas markets set to remain tight in 2025Trump lifts pause on non-FTA LNG export approvalsTrump unveils $500 billion AI ‘Stargate' projectFollowStuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

How do you turn a $5 million bet into a $15 billion win? That's the kind of wild story we're talking about here—think high-stakes deal making, seismic tech breakthroughs, and the evolution of oil and gas from gut-instinct exploration to data-driven science. From a humble start in Wichita to shaping industry giants like 3TEC and Petrohawk, this conversation is packed with insider tales of risks, rewards, and the moments that defined a career at the cutting edge of energy.Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.Click here to watch a video of this episode. 0:00 Introduction & Poker Banter2:14 Getting Started in the Oil Business (1970s)5:25 Building & Selling 3-Tech9:06 Early Off-Market Acquisitions & Strategies13:42 3D Seismic & Technological Advancements19:08 Founding Petrohawk & the Shale Revolution24:55 The Haynesville Land Rush32:12 The Parallel Eagle Ford Play39:50 BHP Billiton's $15 Billion Acquisition45:46 Post-Sale Observations & Management Philosophy51:07 Pivoting to Private Equity (Pine Brook)59:08 Working with Portfolio Companies & Challenges1:02:40 The Future of Shale & International Expansion1:07:14 Enhanced Recovery & Shale Re-Fracs1:09:10 Potential New Basins & Final Thoughtshttps://www.instagram.com/digitalwildcattershttps://www.tiktok.com/@digitalwildcattershttps://www.facebook.com/digitalwildcattershttps://twitter.com/DWildcatters

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley delved into several critical energy stories. They discussed the shift in U.S. shale strategy, where capital discipline is taking precedence over growth, despite Trump's pro-growth rhetoric. They also covered the cancellation of a $300 million offshore wind project at Brayden Point, signaling mounting hurdles for the industry. The hosts examined the ripple effects of Russian oil sanctions, as China and India continue to dominate Russian crude imports amid rising supply disruptions. Other topics included Janet Yellen's extraordinary measures to avoid hitting the debt ceiling post-Trump inauguration and Hungary's concerns over Ukraine's pipeline shutdown, which is exacerbating Europe's energy crisis. The episode concluded with a market update, including trends in crude oil and natural gas prices, and insights into a successful offshore drilling project by Talos Energy.Highlights of the Podcast00:00 - Intro01:24 - U.S. Shale's Capital Discipline Outweighs Trump's Pro-Growth Rhetoric05:06 - Days before Trump takes office, Brayton Point loses $300 million offshore wind cable plant development project07:06 - China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back10:02 - US Treasury to take ‘extraordinary measures' after Trump inauguration11:02 - Ukraine threatening new European energy crisis – Orban14:50 - Markets Update15:44 - Oil prices dip but post 4th straight weekly gain on US sanctions17:58 - Talos Energy Announces Successful Drilling Results at the Katmai West #2 Well in the U.S. Gulf of Mexico20:18 - OutroPlease see the links below or articles that we discuss in the podcast.U.S. Shale's Capital Discipline Outweighs Trump's Pro-Growth RhetoricDays before Trump takes office, Brayton Point loses $300 million offshore wind cable plant development projectChina and India Scramble for Crude as Sanctioned Russian Tankers Turn BackUS Treasury to take ‘extraordinary measures' after Trump inaugurationUkraine threatening new European energy crisis – OrbanOil prices dip but post 4th straight weekly gain on US sanctionsTalos Energy Announces Successful Drilling Results at the Katmai West #2 Well in the U.S. Gulf of MexicoFollow 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 –

On the penultimate episode of Season Stephen, Burnt and Joan discuss delicious looking commercials from yesteryear, while Doug works on a room for Jalliope. Later, neighbor Maura is confused why she has received rocks in her mail.Want more TNL? Go to cbbworld.com and sign up for the Maximus plan to unlock access to all seasons ad-free, as well as brand new exclusive BONUS ROOM episodes adventuring deeper into Dignity Falls!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Doug Terreson's story is pure energy industry legend—literally. From directional drilling in the Gulf of Mexico to calling the shots on Wall Street, this guy has done it all. He's the brain behind the “Era of the Supermajor” thesis that sparked mega-mergers in the late ‘90s, and his knack for bold predictions—like the "Golden Age of Refining" and nailing the 2020 energy market rebound—cemented his spot as a top energy analyst. With a career that's spanned hands-on rigs, high-stakes privatizations, and managing billion-dollar funds, Doug's insights are anything but ordinary. You'll hear about his no-BS approach to restoring discipline in the industry and how his blend of field smarts and financial wizardry shaped the modern energy world as we know it. Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.Click here to watch a video of this episode. 00:00 - Intro01:00 - Who is Doug Terreson10:46 - The Era of the Supermajor13:56 - The Supermajor Report Insights17:33 - Supermajor Reaction Analysis19:40 - The Louis Rukeyser Show Influence23:10 - Understanding the Supermajor Era26:05 - Investor Impact on CEO Decisions27:55 - Business Fundamentals Explained32:45 - Supermajor Era Overview37:05 - Sinopec's Role in the Industry37:31 - Venezuela's Oil Challenges42:00 - The Golden Age of Refining51:00 - 2008 Oil Price Spike Analysis54:20 - Coping with Job Loss57:34 - Oil Market Perspective in 201401:01:40 - Capital Discipline Pledge01:06:50 - Shale Revolution Overview01:13:31 - Shale 2.0 Developments01:17:48 - Geopolitical Risks in Oil01:18:48 - Fishing Insights01:22:42 - Winning the Fishing Tournamenthttps://www.instagram.com/digitalwildcattershttps://www.tiktok.com/@digitalwildcattershttps://www.facebook.com/digitalwildcattershttps://twitter.com/DWildcatters

The US oil industry has seen a massive boost thanks to the shale revolution, but can the Europeans replicate the success the US has seen?Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/no-shale-for-europe

Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).Show Notes:Generative AI's Chartreuse Adoption MomentEnergy, AI, And Digital Infrastructure: Crowded Trade Or Something Else?U.S. And Global Energy Drivers And OpportunitiesRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Faith plays their final game Friday. Coach Shale reflects on year one

Faith looks to build off positives from last week's loss.

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss stumbling electric vehicle sales, attributing it to factors like battery costs and a slowing market in Europe. They also highlight the Biden-Harris administration's decision to halt offshore oil and gas lease sales in 2024, the first time since 1958. Additionally, they touch on California Governor Gavin Newsom's criticism of Big Oil, TotalEnergies' expansion in U.S. LNG through an Eagle Ford deal, and Ted Cruz's demand for an appeal after Texas LNG terminal approvals were nixed. They close by reviewing recent market trends, including oil and gas prices, and a major acquisition deal between Valdis and Citizen Energy.Highlights of the Podcast00:00 - Intro01:24 - Electric Vehicle Sales Are Stumbling. Here's Why03:53 - Biden-Harris Admin Won't Hold Offshore Oil And Gas Lease Sales In 2024, First Time Since 195806:05 - Newsom's War On Big Oil Continues, Calls Them The ‘Polluted Heart Of The Climate Crisis'08:26 - TotalEnergies boosts US LNG position with Eagle Ford deal09:31 - Ted Cruz Demands FERC Appeal After Court Nixes Texas LNG Terminal Approvals12:59 - Markets Update15:58 - Shale producer Validus to buy Citizen Energy in deal worth over $2 billion, sources say17:59 - OutroPlease see the links below or articles that we discuss in the podcast.Electric Vehicle Sales Are Stumbling. Here's WhyBiden-Harris Admin Won't Hold Offshore Oil And Gas Lease Sales In 2024, First Time Since 1958Newsom's War On Big Oil Continues, Calls Them The ‘Polluted Heart Of The Climate Crisis'TotalEnergies boosts US LNG position with Eagle Ford dealTed Cruz Demands FERC Appeal After Court Nixes Texas LNG Terminal ApprovalsFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

Coach Shale talks perspective after their loss at Duggar

Shale Oil & Gas has turned the US into an energy power house over the last 15 years. Will it disappear as quickly as it arrived or will it set to US apart for years to come? Within its short life, it has evolved quickly and our guest Matthew Bernstein now characterizes it as Shale 4.0. What were the previous iterations in participants, economics and output and what does the future hold? Matthew Berntstein is the Manager of Shale Analytics at Rystad Energy, the independent energy data and analytics firm.  

Coach Shale on responding after a loss last week with a long road trip Saturday.

Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.Episode transcriptsShow Notes:Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUsUranium A Big Part Of Our Energy Future - Chris DeMuth Jr.Palantir, BP ink pact for new AI capabilitiesFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Coach Shale on their rebound win from Saturday and facing Frontier this week.

Faith HC Jesse Shale

New HC Jesse Shale of Faith Christian talks about what it takes to start an 11 man football team, starting from scratch, creating culture, and expectations for week 1.

In this enlightening episode of Wicked Energy with JG, host Justin Gauthier welcomes Zach Fenton, CEO and founder of UpCurve Energy. Zach dives into the intricacies of developing second bone springs in southern Reeves, emphasizing the significance of financial considerations and a company's lifecycle. He elaborates on the benefits of drilling longer laterals supported by land position, and the potential future trends in the industry, such as Simul Frac and changes in completion design. The conversation also explores the evolving role of private equity in the energy sector, where Zach shares insights from his transition from ConocoPhillips to launching Upcurve. He discusses the importance of responsible, cost-effective development, innovative well planning, and data integration. Leadership dynamics, intellectual curiosity, and the energy mix's evolving perspectives are also key talking points, rounding out a comprehensive discussion on the current and future state of the energy industry. Tune in for a fascinating deep dive into oil and gas development, innovation, and leadership. LinkedIn: https://www.linkedin.com/in/zach-fenton-00255915/ Website: https://upcurveenergy.com/about-us/ Show Sponsors InflowControl InflowControl is a tech firm specializing in enhancing oil production efficiency and minimizing environmental harm through their Autonomous Inflow Control Valve (AICV®). The technology boosts profitability in mature oil fields by filtering out undesired gas and water, allowing previously overlooked zones to contribute to production. This results in both higher profitability and Lower Carbon Oil for stakeholders. For more information, visit the links below: Website: www.inflowcontrol.no LinkedIn: https://www.linkedin.com/company/inflowcontrol-as/ YouTube: https://www.youtube.com/channel/UCqdgIooQhYtUBo-auUlYw-Q Mainline Ventures Mainline Ventures stands alone as the premier strategy consulting firm dedicated to the energy sector, founded by former E&P C-Suite executives. They transform deal-making from an art into a science with their Process Driven Negotiation Technique, focusing on active deals and offering services like bespoke training, deal advising, and go-to-market strategies, often on a contingency basis due to their strategy's proven effectiveness. This approach not only yields measurable, scalable results but also seamlessly integrates with your existing operations, ensuring long-term sustainability without the need for changes in your team or technology. LinkedIn Link: https://www.linkedin.com/company/mainlineventures/ Website: https://mainline-ventures.com/

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump's claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV   ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: https://www.commoditycontext.com/

In this gripping episode of The Box of Oddities, we dive into a collection of astonishing stories that defy the ordinary. First, we meet Helen Collins, an 80-year-old who faced a high-flying crisis with sheer bravery and no flying experience. Discover how this incredible woman landed a plane under the most unexpected circumstances. Next, we unravel the mystique surrounding birthstones, exploring their ancient origins, hidden meanings, and the enchanting lore that has captivated humanity for centuries. Our journey then takes us underwater to the Baltic Sea Anomaly—a strange, enigmatic object that has puzzled scientists and conspiracy theorists alike. What is this mysterious formation, and why does it continue to spark debate? Finally, we confront the dark legacy of the Hanford Site in Benton County, Washington. From its pivotal role in the Manhattan Project to its current status as one of the most polluted places on Earth, we explore the history of this radioactive waste site and the ongoing efforts to manage its toxic remnants. Tune in for an episode brimming with intrigue, mystery, and unexpected twists that make The Box of Oddities a podcast unlike any other! The Box Of Oddities is sponsored by BetterHelp. Thinking of giving therapy a try? Visit BetterHelp dot com slash ODDITIES today to get 10% off your first month.  If you would like to advertise on The Box of Oddities, contact advertising@airwavemedia.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Consumers in different regions of the U.S. are paying vastly different prices for natural gas — the consequence of notoriously slow pipeline projects. In this episode of Power Plays, Bethel King and Dr. Robert Brooks, principal researchers at RBAC, explain the primary regional drivers that will influence the price you'll pay for natural gas. 

Jason Bordoff is an expert on geopolitics, energy security and the clean energy transition. He is the Founding Director of the Center on Global Energy Policy at Columbia University's School of International and Public Affairs, and he also held senior roles in the Obama administration, including on the National Economic Council, and the National Security Council. In this episode of World of DaaS, Auren and Jason discuss: The future of solarHow shale oil transformed US energyCritical minerals and energy securityRealities of the clean energy transitionLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Jason on X at @JasonBordoff.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

*Our Review Of Star Trek: Enterprise - Terra Nova* We promise we won't talk Shale about this someone low stakes and oddly paced exploration of how a seven year old girl manages to forget everything about modern civilization. ---- *Trek Time is a 100% Charity Supporting Channel!* Check Our Website: https://trek-time.com Join The Discord: https://discord.gg/zKKHKwBB98 Follow Us On Twitch: https://twitch.tv/TrekTime Subscribe To Our Podcast: https://anchor.fm/s/256197a0/podcast/rss Follow Us On Twitter: https://twitter.com/TrekTime_ Follow Us On Bluesky: https://bsky.app/profile/trektime.bsky.social Email: trek.time.charity@gmail.com ----

Stebbie Shark (Stevie Shale, Fargo) is riding her hog to heaven.  Stevie Shale: @stevieshale -- SHOW INFORMATION Mega HQ Get ad free + bonus content with MEGA PREMIUM Support Us on Patreon Instagram: @MegaThePodcast Twitter: @MegaThePodcast Follow Holly and Greg Holly Laurent: Twitter | Instagram Greg Hess: Twitter | Instagram Music by Julie B. Nichols Edited by Makenzie Mizell Learn more about your ad choices. Visit megaphone.fm/adchoices

This is the first episode in our mini-series on South African wines. The goal with this series is to highlight the key regions, grapes, winemakers, and stories of the South African wine industry to distill this huge category into bite sized, educational pieces. Joining me for this episode about the Stellenbosch is our in-house South African wine expert, Aaron Meeker.  In the next 15 minutes or so, you'll hear about the Swartland's rise to prominence with the Great Swartland Revolution initiated by five key winemakers in the early 2000s. You'll learn about the unique geographical and climatic factors contributing to the region's viticulture, the dominant grape varieties like Chenin Blanc and Syrah, and the distinct soils that influence the flavor profiles of these wines. You'll also hear the names of important winemakers from the Swartland, and we'll finish by talking about what's new in the world of Swartland wine.   00:16 The Swartland Revolution: Pioneers and Their Impact 01:33 Geography and Climate: The Backbone of Swartland Viticulture 03:02 Key Grape Varieties: Chenin Blanc and Syrah 04:09 Unique Terroirs: Granite, Shale, and Beyond 07:22 The People Behind the Wines: Personalities and Community 09:11 Natural Wine Movement: Swartland's Role and Evolution 11:07 Notable Producers: Must-Try Wines and Winemakers 12:19 Future Prospects: Emerging Regions and Innovations   Hosted by Charlotte Alsaadi. Special thanks to SNACKTIME for the music!  Vine Street Imports Instagram  |  Website 

Larry Brogdon is a geologist and Partner with Four Sevens Oil Company with over 40 years of experience in the oil and gas industry. He has been involved in developing several major oil and gas plays, including the Barnett Shale.  We discuss: - The early days of the Barnett Shale - The impact of horizontal oil wells - The role of natural gas in the world and predictions for the energy industry We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Support our Sponsors: Better Pitch: https://bit.ly/42d9L0I Topics: (00:00:00) - Intro (00:02:07) - Larry's entry into the oil business (00:05:00) - George Mitchell & the Barnett shale (00:19:07) - Capitalizing on the success of horizontal wells (00:26:32) - Building and exiting the business (00:33:21) - The role of natural gas in the world (00:39:55) - Larry's investing thesis (00:45:40) - 10-year predictions Chris on Social Media: X: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

A giant tiger with a country music singing career stops by.CreditsArnie: Arnie NiekampUsidore: Matt YoungChunt: Adal RifaiReba McEntiger: Stevie ShaleMysterious Man: Tim SniffenProducers: Arnie Niekamp, Matt Young, and Adal RifaiAssociate Producer: Anna HavermannPost-Production Coordination: Garrett SchultzEditor: Garrett SchultzMagic Tavern Logo: Allard LabanTheme Music: Andy PolandYou can support the show directly and receive bonus episodes and rewards by joining our Patreon at https://www.patreon.com/magictavern for only $5 per month. Follow us on X, Instagram and YouTube!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On tonight's edition of South Africans doing great things, we bring you  Phakama Women's Academy, an inspiring initiative dedicated to bridging the gap between academic qualifications and real-world experiences for female graduates in South Africa. This remarkable program is designed for women who are passionate about advertising, marketing, and communications, providing them with the skills, knowledge, and mentorship they need to excel in their careers. Joining me to tell us more about how Phakama Women's Academy is empowering the next generation of female leaders in the industry, is Shale Modiba, Director of Phakama Women's Academy. See omnystudio.com/listener for privacy information.

Recorded on April 30, 2024 https://www.youtube.com/watch?v=b8BtHLEkfCQ Episode 108 of the PetroNerds podcast is another PetroNerds special. Trisha Curtis, CEO of PetroNerds, is joined by guest Sam Shiverick, CEO of Buckhorn Production. Buckhorn is a production company that purchased unconventional horizontal wells from an operator in New Mexico in the Permian Basin in 2020. This is an incredible conversation that highlights the longevity and future of US shale. Buckhorn is literally breathing new life into older unconventional assets and increasing output and showing just how profitable it can be. Sam explains the history behind Buckhorn and his background in oil and gas and then Trisha and Sam get into the market dynamics and how Buckhorn is differentiated with a lower cost structure and much lower risk profile as it is not drilling and completing wells. They discuss the business model, older wells, methane, ESG, refracs, and a lot more. This is Sam Shiverick's first podcast. He is an incredible guest and PetroNerds cannot wait to have him back on the podcast. Listen on Itunes

Water and clays aren't always the best combination. What are the water-based mud products that inhibit shale interaction? Tune into this episode of The #Flowline - WBM Series as Matt and Justin discuss shale inhibitors!

For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world's supply. Along with that has come a pattern: when there's conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thing: US shale. The FT's Myles McCormick explains how production in the country shifted oil's epicentre away from the Middle East, and how long that may last. Clips from Al Jazeera, CBS, CNN- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:How US shale keeps sheltering America from the next oil price surgeOn markets and geopolitics, it is a mistake to forget about shaleWhy oil prices remain steady even as Middle East tensions escalate- - - - - - - - - - - - - - - - - - - - - - - - - - On X, follow Myles McCormick (@mylesmccormick_) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Sponsor Link: Moorescarts.comANDROID DEVICES https://play.google.com/store/apps/de...IOS DEVICEShttps://apps.apple.com/us/app/mooreca...Why more women are suggesting open relationshipshttps://www.abc.net.au/everyday/why-m...Mystery Link:    • SINGLE MOM THINKS SHES A 1% WOMAN @wh...  Rumble: https://rumble.com/c/c-2039428Odysee.TV: https://odysee.com/@SandmanMGTOW:cBitchute Link: https://www.bitchute.com/channel/YIxe...Sandman 2:    / @sandman2317  Twitter:   / sandmanmgtow  SubscribeStar.com: https://www.subscribestar.com/sandmanPaypal / Email: Sandmanmgtow @ Gmail.comBitcoin Address: bc1qtkeru8ygglfq36eu544hxw6n9hsh22l7fkf8uvHi Everyone Sandman Here, This video is brought to you by a donation from Mr. Anonymous and here's what he has to say: "Hey Sandman, I haven't missed a video of yours since 2014. It's been very enlightening following your work - thanks for everything. If you haven't already, please take some time to listen to Peter Zeihan's views on things. He's a geopolitical analyst with his own YouTube channel and has done some interesting interviews that I'd like you to check out. It won't take you long to understand his opinions. Based on what Peter thinks, please give us your own thoughts about the best options for MGTOW monks going forward in relation to what types of countries will suit our interests and lifestyles. Peter has changed my views a bit and I'm thinking I might stay in Australia instead of moving overseas - but I want to hear your thoughts after listening to Peter. If Peter Zeihan and future places for MGTOW monks to live isn't enough to for a good 10 minute video, check out this article called: Why More Women Are Suggesting Open Relationships and give a general response Thanks again! Well Mr. Anonymous thanks for the support and for following me as YouTube slowly kills the views to my channel. I'll cover Peter Zeihan's views in the first half and later I'll discuss the article you shared. The first time I heard him speak was on the Joe Rogan podcast when he was attacking Bitcoin and everyone on Bitcoin Twitter were losing it on his fundamental misunderstanding of Bitcoin. The reason so many people don't understand it is because it's a religion. If you've never had blind faith in it then it's hard to see. That's why Max Keiser says it comes from god. But anyway besides my thinking he's wrong about Bitcoin he's right about some things like China and Russia's demographic issues as well as how Canada is screwed because of high real estate prices and America dicking us around. With those things his geopolitical analysis is spot on. But I think he's wrong about the end of globalization. There has always been global trade. Think of Marco Polo and the Dutch East India company. There will probably just be a lot less of it. He's also jumping on the bandwagon when it comes to demographic declines. For example Serbia peaked out at 8 million people. Has now dropped to under seven and by UN estimates it will be down to 3 million in 75 years. Just wait until sexbots and AI girlfriends drop it down lower than that. Probably 1-2 million by 2100. Will we see re-ruralization at that point? Or will farmers keep using tractors so people won't have to work the land and can remain in the cities? That means even lower numbers then we had before the industrial revolution. I think the world is dramatically going to depopulate over the next fifty to one hundred years. If we keep our technological sophistication then I suspect we'll have to implemented AI to rule over species to make sure the human race doesn't go extinct. Looks to me like the Hunger Games was prophetic saying that North America might only have four million people. As for Peter he says America will do well in a world of deglobalization because of the inland water ways and the great lakes which are a freshwater Mediterranean as far as I'm concerned. You can go all the way from the gulf of Mexico up the Mississippi and into the great lakes. In a world with less oil we will return to shipping and America will do well from that standpoint. But he's wrong when it comes to Shale oil. The depletion rates for wells is horrible and we've already reached peak petroleum. He seems to think that somehow America is immune from aging demographics when the fertility rate is now 1.7. Canada is 1.5. Were on the same rollercoaster ride just a few cars behind Europe, Asia and Russia. I'll discuss more in a moment but let me first tell everyone about today's sponsor Moorescarts:Support this podcast at — https://redcircle.com/mgtow/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This week we talk about mergers, acquisitions, and the Shale Oil Revolution.We also discuss liquid natural gas, energy diplomacy, and political hypocrisy.Recommended Book: Eversion by Alastair ReynoldsTranscriptFor the sixth year in a row, the United States is the largest oil producer in the world.As of March 2024, it's producing an average of 12.93 million barrels of oil per day, according to the US Energy Information Administration, and it periodically pops above that average for stretches of time, like in December of last year when it managed to average just over 13.3 million barrels per day.That's an absolutely astonishing volume of oil.For context, while Saudi Arabia remains the holder of the world's most substantial spare oil capacity and was the largest oil exporter in 2023, they set aside plans to increase output to 12 million barrels a day back in January, which leaves them about a million barrels a day shy of the expansion target they set in 2020.In 2023, the US produced about 28% more oil than Russia and about 33% more than Saudi Arabia, on average.The US is becoming a huge player in oil exports, too, but it really shines if you look at not just crude oil, but also natural gas liquids and refined petroleum products. In aggregate, in 2023, the United States exported nearly the same volume of these products that both Saudi Arabia and Russia produced, not exported, which is pretty wild.As is the fact that in December of 2023, the US exported about 400 billion more cubic feet of natural gas than it imported; and it imports a lot, and it only started exporting natural gas a few years ago, so that's the figure for an industry that didn't even exist until 2016, and didn't really grow until the 2020s.The US hasn't always been this kind of force in the global oil market. It's long been a consumer of huge quantities of the stuff, but while it produced a decent amount until the late-90s, competing with Russia and trailing Saudi Arabia, though not by much, US production levels dropped substantially beginning in the early 90s, the US becoming a huge importer of fossil fuels, its production levels dipping down to something closer to those of Iran by the mid-2000s; when 9/11 happened in 2001, one of the big concerns was that the US's fundamental reliance on Middle Eastern oil would complicate its military options and hamstring its economy.That all changed, though, with what became known as the Shale Revolution, when the widespread investment in and deployment of hydraulic fracturing, or "fracking" technologies, combined with developments that allowed for horizontal drilling, opened up huge swathes of new oil-rich territories in the US and Canada, making what were previously usable, but incredibly expensive to exploit fossil fuel resources less expensive and easier to tap, and southern US states in particular saw a wave of new and expanded drilling, leading to a surge in the US's production output, and ultimately allowing the US to become the top producer in the world beginning in 2018.The degree to which this has changed things, geopolitically, cannot be overstated, in the US and globally.Stateside, petroleum prices became less tethered to the whims and political motivations of mostly Middle Eastern nations and Russia, which, working together via the OPEC+ oil cartel, were long able to threaten and coerce the US government and its allies in various ways.That remained the case for a while, even after this shale oil boom, as production and export figures weren't optimally aligned. But as this new reality has set in, the US government has been more strategic in how it has stockpiled fossil fuels resources and how it's been willing to use those stockpiles to manage price fluctuations, for itself and its allies, when warranted.This has also been important for manufacturing, shipping, and other energy-hungry aspects of the US economy, and it has stoked booms in all sorts of consumer-facing industries, alongside the deployment of power-hungry infrastructure like new power plants and data centers.Globally, this increased production has allowed the US to become a player in energy diplomacy, exporting fuel to allies that needed it because of disasters or foreign meddling, and recently, the US has taken this up a notch by bolstering Europe's energy supplies in the wake of Russia's invasion of Ukraine—an invasion that led to sanctions from the EU against Russia, those sanctions arriving more slowly than they might have otherwise arrived because of concerns that Russia's stranglehold on much of the bloc's energy resources might turn into a chokehold, hobbling their economies, military preparedness, and civilian support for the sanctions, because people would be paying extreme prices for ever-shrinking volumes of energy.In the decades leading up to that invasion, many European nations, especially Germany, completely recalibrated their economies so they could profit from Russian fuel, so the fear that those fuel supplies would dry up if they made the wrong move, supported Ukraine too ardently, was a significant concern and shaped a lot of what happened in those early days of the invasion.The US started exporting liquified natural gas to the bloc, though, which is gas that's turned into a liquid using incredibly low temperatures, which shrinks it so that it's easier and cheaper to ship. And these shipments arrived first in drips and drabs, because the infrastructure on the receiving end, to convert that chilly liquid gas back into room-temperature, full-volumed gas, needed to be installed, but once that infrastructure was in place, LNG began to arrive from the US in huge volumes, a whole new energy economy popping up essentially overnight, relative to how these things typically go, anyway. And that enabled more and sterner sanctions from the EU, of a kind that may not have been feasible, lacking that energy resource backstop.What I'd like to talk about today is another, even more recent development within the US oil industry, and what it might mean for the future of this industry.—In 2023 alone, the businesses that make up the US energy sector spent about $250 billion scooping up clients, suppliers, and rivals.A poll of energy executives in December of the same year suggested we could see another $50 billion or so invested in more acquisitions and mergers over the next two years, and in 2024, so far, as of mid-March, we've already seen APA buy Callon, Chesapeake buy Southwestern, Talos buy QuarterNorth, and Sunoco acquire NuStar; these deals all close at the tale-end of Q1 or in Q2 2024, and they were worth around $4.5, $7.4, $1.29, and $7.3 billion, respectively, so nearly $20.5 billion worth of big oil industry deals, already, and the year is just getting started, so that $50 billion figure is looking prescient.The majority of next-step deals are expected to center around the Permian Basin, which is located in western Texas, with a little bit of overflow across the border into New Mexico.This basin is the highest-producing oil field in the US, generating nearly 6 million barrels of oil and around 25 billion cubic feet of natural gas each day, as of early 2024, and this is a region of intense investment and growth; oil fields around the country are shutting down, and that increase in gas and oil production that we're seeing is mostly the consequence of more effective technologies and upgrades in the hardware and software being used by the industry.So better exploration, better tools to get to the best pockets of resources, better capturing technologies and means of shuttling what they pump from place to place—it's a full stack of better tech and systems, and that is allowing the industry to consolidate its sprawl into fewer areas, many of them in the Permian Basin, and that's thought to be part of why we're seeing so much consolidation at the moment: more investment in fewer wells and fields in a smaller portion of the country is leading to more output, and that means the bigger companies with more R&D capacity and higher-end assets will tend to have a bigger advantage than their more dispersed, smaller rivals.It's anticipated, though, that a collection of variables, including that consolidation, will actually slow the growth of the US's fossil fuel-based energy industry, at least for the next few years.Less activity from fewer business entities and fewer investments that will lead directly to higher output is expected to nudge that 12.93 million barrels a day up by maybe 120,000 or 170,000 barrels per day, rather than the previously projected 1 million barrel a day increase.That's the EIA projection, as least—some other analysts have higher expectations, in some cases double or quadruple that range, but the general consensus is that more of the oil wealth in this region being owned by larger entities that are aiming for consolidation, not growth in the sense of exploring and exploiting a bajillion new wells, will likely lead to a period of more tempered industry-wide growth, and probably a period in which these now-bigger companies will be focusing on getting all their ducks in a row, reducing redundancies and inefficiencies in their new, combined collection of assets, and possibly eyeballing other acquisition targets, as well—so that'll means more investment in efficiencies, less investment in upping those already sky-high production numbers.All of this is happening within the context of efforts, globally, to reduce humanity's reliance on and use of fossil fuels. And that's led to some strange combinations of policies and political messaging, and no shortage of claims of hypocrisy from all sides of the conversation.Case in point: even as US President Biden has celebrated US energy independence and the associated security enabled and supported by this expansion of fossil fuel production and processing, he has also flogged and signed all sorts of laws and regulations meant to reduce oil use and to increase the deployment of solar, wind, and other clean energy sources.He's also pushed hard for government investment in clean energy and related infrastructure, including things like electric vehicles and upgrades for homes, and he's not alone in this: other wealthy nations in particular have been pushing hard to emphasize and enable this transition, as all the data indicates the faster we shift away from burning fossil fuels and engaging in other emitting activities, the less destructive the impacts of human-amplified climate change will be, and the less expensive it will ultimately be to adapt to those new realities, and to stop making them worse; to fully transition to a net-zero, and then eventually, a practically non-emittive future.This seemingly bipolar stance can be disorienting, especially for those it directly impacts.And consequently, rather than making everyone happy, as both sides of the climate change, renewables conversation are getting a fair bit of what they want due to these seemingly opposing investments, it's mostly just pissing everyone off, as environmentalists, climate change activists, and everyday people who are concerned about the impacts of the changing climate that they're seeing around them, more and more each year, are irritated that the segue to a non-emittive energy future isn't happening faster, while oil, gas, and coal companies are peeved that they're being elbowed out, despite having arguably gotten the country to where it is today, provide the US economy with a substantial chunk of its overall income and wealth, and in a very real way enable modern, everyday life—even for those people who want them and their products to disappear as quickly as possible.That perception of hypocrisy is difficult to sidestep, then, because while, yes—there has been a lot of new, clean infrastructure deployed, many EV and similar companies have been invested in, and on the other side there have been all those big expansions of oil and gas infrastructure and an increase in the market for those sorts of products—these two narratives are also in diametric opposition to each other, at least in the long-term, and slow-walking a transition away from fossil fuels makes climate change worse, its impacts more devastating and longer-lasting, the worst stuff arriving faster, too, while the shift toward cleaner energy is stealing market share from those emittive energy companies, and this movement toward renewables puts a cap on fossil fuel companies' very existence, as well—some policies suggesting that they can't exist, or at least not exist at any real scale, doing the type of business they've always done, past a certain, government-mandated date.And both of these perspectives are arguably true; so those victories both sides are accumulating are often lost in the sea of concomitant victories for the perceptually opposing side, which manifest as losses for the non-victorious side.It's worth noting, too, that both sides actually have pretty good arguments, in isolation.Lacking the dominant, fossil fuel-based energy sources of today, the US military wouldn't be able to operate; it simply wouldn't be able to function, which would have all sorts of knock-on effects, until and unless all of those vehicles and missiles and other bits of hardware could be replaced with cleaner versions of the same.Lacking a full-scale replacement of every fuel-chugging car, bus, train, jet, and other piece of transportation infrastructure, the US economy would come to a halt, overnight, and that would wreak untold havoc in-country and around the world.There's a chance that certain plastic goods would disappear, too, and a gobsmackingly large portion of all things created in the modern world are made of some kind of plastic, which is a petroleum product, and the well-being of that industry is in some ways correlated with the well-being of the rest of the industry's efforts.That said, if we don't shift away from the use of these fuels and materials soon, we may lose the ability to counter some of the worst impacts of climate change, including many that are deadly, like overpowered and more regular storms and heatwaves, and others that will take out ecosystems and the creatures living in those ecosystems, permanently, changes to their conditions arriving so quickly they don't have a change to adapt.Military conflicts and economy collapses may seem quaint compared to the cost and loss of lives and treasure associated with forthcoming, more common, climate change-triggered disasters and norm-shifts.There's some indication that some Big Oil companies are making tweaks to how they do things in order to reduce the distance between their economic priorities and the priorities of folks who want them to stop pumping more fossil fuels from the ground.Top mining officials from Saudi Arabia recently announced they're building out the systems and hardware necessary to extract the more than $2.5 trillion worth of metals they're so far located in their territory, for instance, and other state-run businesses have suggested they intend to do the same: leveraging their knowledge, tools, and expertise to mine and process some of the resources that'll be most necessary (and thus, valuable) for the transition to cleaner energy.Some US-based Big Oil companies have made announcements about their own intentions in this regard, some saying they'll pull lithium from their oil wells, while others claim they're investing in rare earth mining infrastructure.ExxonMobil recently announced that it would be returning to one of its old, long-closed oil wells in a small town in Arkansas to mine lithium there, which could be beneficial for their bottom line, but also for folks in that region who were left in the lurch when Exxon left to refocus on Texas in the 1990s.A coal company operating in Wyoming, with the help of the US Department of Energy, recently discovered what could be one of the largest rare-earth metal deposits in the world, and the biggest in the US, on land that they originally bought for coal mining purposes.These sorts of investments are not consequence-free, as mining of any kind tends to deplete local resources, especially water and energy, and can have serious and deleterious effects on people and ecosystems, too. But this does seem like one of the more likely avenues through which these companies' interests may slowly come to align with those of folks, businesses, and governments that are trying to segue the US and other economies to clean energy; and that's meaningful because otherwise these companies almost always represent the most significant, well-moneyed and lobbyist-employing roadblocks to legislation and investment that would speed up the deployment of renewables and associated infrastructure; so this type of pivot would conceivably give them reason to support, rather than hamstring those efforts.That said, some of these announced efforts may end up being mostly PR plays, similar to how big oil companies have dangled the possibility of cleaning up their emissions using carbon drawdown technologies, for years, but few such investments have been made, and some of the deployed tools were eventually retired, as they didn't really do what they were supposed to do.So there are potential avenues via which priorities might align more closely in the coming years, if the economics of such paths can be worked out and if the market validates them, but there's also a chance these opposing interests remain oppositional for the foreseeable future, even though both arguably scratch necessary itches, and both represent anchors and wings for politicians who support and rely upon them.Show Noteshttps://grist.org/energy/oil-companies-used-to-run-this-town-now-theyre-back-to-mine-for-lithium/https://www.reuters.com/default/more-us-energy-deals-likely-2024-wave-consolidation-2024-01-24/https://www.semafor.com/article/03/13/2024/inside-saudi-arabias-plan-to-take-over-the-mining-industryhttps://www.reuters.com/markets/commodities/us-leads-global-oil-production-sixth-straight-year-eia-2024-03-11/https://www.reuters.com/business/energy/saudi-aramco-says-it-will-cut-planned-maximum-capacity-12-mln-bpd-2024-01-30/https://www.reuters.com/markets/commodities/record-us-oil-output-challenges-saudi-mastery-kemp-2023-12-04/https://www.visualcapitalist.com/visualizing-the-rise-of-the-u-s-as-top-crude-oil-producer/https://www.forbes.com/sites/gauravsharma/2023/12/19/as-2024-approaches-us-leads-global-crude-oil-production-roster/?sh=107f8c582706https://www.reuters.com/markets/commodities/is-us-shale-oil-revolution-over-kemp-2022-11-22/https://en.wikipedia.org/wiki/Shale_gas_in_the_United_Stateshttps://www.nrdc.org/stories/fracking-101https://www.eia.gov/dnav/ng/hist/n9133us2M.htmhttps://www.eia.gov/energyexplained/natural-gas/liquefied-natural-gas.phphttps://www.reuters.com/business/energy/us-was-top-lng-exporter-2023-hit-record-levels-2024-01-02/https://www.eia.gov/todayinenergy/detail.php?id=61523https://jpt.spe.org/the-trend-in-drilling-horizontal-wells-is-longer-faster-cheaperhttps://edition.cnn.com/2023/03/28/energy/eu-us-oil-imports-overtake-russia/index.htmlhttps://www.nytimes.com/interactive/2023/09/25/climate/fracking-oil-gas-wells-water.htmlhttps://www.newscientist.com/article/2422110-methane-leaks-from-us-oil-and-gas-are-triple-government-estimates/https://www.eia.gov/todayinenergy/detail.php?id=61523https://en.wikipedia.org/wiki/Petroleum_in_the_United_Stateshttps://www.marketplace.org/2024/02/12/diamondback-and-endeavor-merger-trend-bigger-fewer-oil-companies/https://www.strausscenter.org/energy-and-security-project/the-u-s-shale-revolution/ 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

Stella and Shale continue their foray into enemy territory, and revelations are made.Thanks again to Anthony Reed for returning as Shale Martin!www.twitter.com/roaringtrainerswww.patreon.com/roaringtrainerswww.etsy.com/shop/roaringtrainersFull production provided by DMs Treehouse!Music and Sound Effects licensed under DMs Treehouse

Tom welcomes back once again the Head Writer from the Doomberg Chicken Coop. In this interview Doomberg breaks down many of the energy myths around supply and scarcity in an era of technological advancement. Doomberg discusses the hotly contested concept of 'peak cheap oil,' which asserts that the global economy will soon experience a severe decline in easily affordable oil due to dwindling supplies. Given a humorous twist, Doomberg confidently counters this theory in a manner that ruffles a few feathers amongst its proponents. Despite his animated personality, Doomberg intelligently lays out a counter-narrative to the peak oil theory, asserting that technological advancements and human adaptability would consistently flex and adapt under the strain of assumed dwindling oil reserves. This plucky chicken argues that, contrary to popular belief, if there was an imminent oil crisis, current political and economic constraints would dissipate, causing nations to rally together and adopt necessary measures to prevent disaster. Like an experienced egg-cracker, Doomberg breaks down the processes of oil refining, expressing faith in the industry's ability to convert various hydrocarbon types into numerous usable oil products. So, even when lighter hydrocarbons are at play, Doomberg insists they can be transformed into heavier substances like jet fuel, demonstrating the industry's adaptability. In laying out potential solutions to the imminent dread of peak oil reality, Doomberg sounds the rooster's crow, waking us to the possibilities we would explore to keep oil supply constant and prices economical. Doomberg avows that political restrictions would be shed, conventional oil reserves exploited, shale drilling technology would become widespread, and enormous natural gas reservoirs would be tapped. This talking Chicken Little goes even further to say that faced with skyrocketing oil prices, we would simply alter our engines to run on cheaper, abundant natural gas. Doomberg does not mince words about the central importance of energy to the economy, reminding us that despite several crises since the 70s, our primary energy use continues to grow, showcasing our resilience and adaptability. Moreover, Doomberg reiterates that we are far from exhausting accessible and affordable oil— the limitations are more political and temporary than physical or absolute. The talkative chicken does a beak drop on the shale oil industry, clarifying that while it is concentrated heavily in the US, the technology can be copied and used globally, particularly by significant players like China. To cap it off, Doomberg reaffirms that we have plentiful oil reserves, and our innovative abilities, coupled with political compromises, would forestall any imminent oil crisis. In this engaging conversation laced with comedy and fowl-play, Doomberg manages to debunk several misconceptions about oil exhaustion and the looming energy crisis, presenting a future marked by human ingenuity and widespread energy production. Whether it's talking about oil, natural gas, or ethanol, it's clear that Doomberg is no chicken when it comes to tackling complex topics and laying out hard-boiled facts. Time Stamp References:0:00 - Introduction0:35 - Twilight in the Desert?9:54 - Crude Production15:42 - SPR & Inflation22:00 - Oil's Importance24:54 - Nuclear Narratives27:06 - Energy Needs & Growth28:54 - Artificial Limits?31:34 - Global Reserves33:26 - Shale & Analysts35:58 - China & Energy Tech.37:40 - Russian Resources40:07 - Iran & Politics42:28 - New World Oil44:58 - U.S. Manufacturing48:34 - Recession & Energy50:10 - SPR & Politics53:24 - Oil Price & Inflation59:43 - Ethanol & Hydrogen1:04:06 - New & Future Tech.1:05:15 - Critiques?1:08:56 - Wrap Up Talking Points From This Episode Technological advancements and human adaptability consistently outpace fear-driven predictions of depleting oil reserves. Our adequate oil reserves coupled with our inno...

For this week's episode of the podcast, we watched the 1996 action thriller slash high school drama The Substitute, directed by Robert Mandel — a prolific television director — and starring Tom Berenger, Ernie Hudson, Diane Venora, Marc Anthony, Luis Guzmàn and William Forsythe.In The Substitute, Berenger plays Jonathan Shale, a Vietnam veteran and mercenary who takes a break from the business of wet work after a botched operation in Cuba where several of his men were killed. He returns home to Miami to stay with his girlfriend, Jane Hetzko played by Venora, who is a teacher at a local, troubled high school.Jane becomes a target of the largest and most dangerous gang at the school, Kings of Destruction, and its leader Juan, played by Anthony, directs his men to attack her. She is seriously injured and while in the hospital, Shale maneuvers to become her substitute. His plan? To take down the gang, which is using the school as essentially an open air drug market.As he moves to confront Juan, Jonathan discovers that the gang is working with the school's ambitious and corrupt principal, played by Ernie Hudson, to move and distribute ever larger shipments of drugs from foreign supplies. Eager for revenge after a friendly teacher is killed by Juan, Jonathan gathers his men to make an assault on the gang, its suppliers and their allies.The tagline for The Substitute is “The most dangerous thing about school used to be the students.” You can watch The Substitute for free on Amazon Prime or on Tubi or Pluto or one of those services.Our next episode will on Brian DePalma's 1996 espionage thriller, Mission: Impossible.Connor Lynch produced this episode. Artwork by Rachel Eck.Contact us!Follow us on Twitter!John GanzJamelle BouieUnclearPodAnd join the Unclear and Present Patreon! For just $5 a month, patrons get access to a bonus show on the films of the Cold War, and much, much more.

Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here's what to expect in 2024.----- Transcript -----Welcome to Thoughts on the Market. I'm Devin McDermott, Head of Morgan Stanley's North American Energy Research Team and the Lead Commodity Strategist for Global Gas and LNG Markets. Today, I'll be talking about some of the big debates around natural gas and shale in 2024. It's Thursday, January 11th at 10 a.m. in New York. The evolution of shale as a viable, low cost energy resource, has been one of the biggest structural changes in global oil and gas markets of the past few decades. In oil, this turned the U.S. into the world's largest producer, while falling costs also led to sharp deflation in prices and global oversupply. For U.S. natural gas, which is more regionally isolated, it allowed the market to double in size from 2010 to 2020, with demand growing rapidly across nearly every major end-market. Over this period, the U.S. transitioned from a net importer of liquefied natural gas, or LNG, to one of the world's largest exporters. But despite this robust growth, prices actually declined 80% over the period as falling cost of U.S. shale and pipeline expansions unlocked low cost supply. Now looking ahead after a multi-year pause, the US is set to begin another cycle of LNG expansion. This comes in response to some of the market shocks from the Russia/Ukraine conflict, including loss of Russian gas into Europe, as well as strong demand growth in Asia, where LNG serves as a key energy transition fuel. In total, projects that are currently under construction should nearly double US LNG export capacity by the later part of this decade. While the last wave didn't drive prices higher, this time can be different as it comes at a time when some investors feel like peak shale might be on the horizon. Shale is maturing, well costs and break-evens are generally no longer falling, and pipe expansions have slowed significantly due to regulatory challenges. While many of these issues are more apparent on the oil side, there are challenges for gas as well. Notably, the lowest cost US supply region, the Marcellus in Appalachia, is constrained by lack of infrastructure. As a result, meeting this demand likely elicits a call on supply growth from higher cost regions relative to last cycle. This not only includes the Haynesville, a gas play in Louisiana, but also the Eagle Ford in Texas and Basins in Oklahoma, potentially requiring prices in the $4 to $5 per MMBtu range to incentivize sufficient investment. Investors are split on the natural gas outlook. Bears argue that abundant, low cost domestic supply will meet LNG demand without higher prices, just like last time, while bulls backed higher prices this time around. Now, strong supply and a mild start to the winter heating season has actually pushed Henry Hub prices lower to close out 2023, bringing year-to-date declines to 50%. While this drives a softer set up for the first half of 2024, lower prices also come with a silver lining. This should help moderate potential investment in new supply ahead of the pending wave of LNG expansions. As a result, we believe the bearish near-term setup may prove bullish for the second half of 2024 and 2025. A dynamic many stocks in the sector do not fully reflect. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.