Podcasts about Shale

Michael Bernstam discusses a looming glut of liquefied natural gas driven by record U.S. shale production, which is stabilizing energy prices in Europe. Regarding Russia, he explains that while crude exports continue, Ukrainian drone strikes on refineries have created a domestic manufacturing crisis, leading to fuel shortages for Russian agriculture and industry that are difficult to repair under sanctions. (9)1900

This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors.Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both traditional oil and gas and energy transition. Prior to PEP, Mr. Pickering served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. Mr. Pickering has spent 30 years as an Energy Portfolio Manager, Researcher, and Analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company and as the founding partner of Tudor, Pickering, Holt & Co.Mr. Pickering is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children's Hospital and the Texas Children's Hospital Foundation. Mr. Pickering holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.Among other things we learned about U.S. Shale, $90 Oil & The Strait of Hormuz.Enjoy. Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital Markets-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

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

This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy  & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60 billion & ~$16 billion respectively. Mr. Van't Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. Prior to his current position, he served as our President from February 2025 to May 2025, President and Chief Financial Officer from February 2022 to February 2025, Chief Financial Officer and Executive Vice President of Business Development from February 2019 to February 2022, as Senior Vice President of Strategy and Corporate Development from January 2017 to February 2019 and as our Vice President of Strategy and Corporate Development since joining us in July 2016. Mr. Van't Hof has served as Chief Executive Officer of Viper since February 2025, and as a director of Viper since November 2023. Before joining Diamondback and Viper, Mr. Van't Hof served as Chief Executive Officer for Bison Drilling and Field Services from September 2012 to June 2016. From August 2011 to August 2012, Mr. Van't Hof was an analyst for Wexford Capital, LP responsible for developing operating models and business plans, including for our initial public offering, and before that worked for the Investment Banking - Financial Institutions Group of Citigroup Global Markets, Inc. from February 2010 to July 2011. Mr. Van't Hof was a professional tennis player from May 2008 to January 2010. Mr. Van't Hof received a Bachelor of Science in Accounting and Business Administration from the University of Southern California. Among other things we learned about Shale 2.0: Disciplined Permian Growth. Enjoy. Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsWarren ValveBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

--{ "There'll Be No Fuss When No More Us"}-- Chemtrails - Born into a system where you have to pay to exist; this is not natural - Artificial Intelligence - Dark Englightenment - Billionaire CEOs who are to be our feudal overlords; Peter Thiel of Palantir, Jeff Bezos of Amazon, Elon Musk, Sam Altman - Data centers; water is the new gold - Pope Leo XIV's papal encyclical, Magnifica Humanitas - Accelerationism - World Economic Forum - Peter Thiel moves his family to Argentina - CTTM book club to cover Albert Pike's Morals and Dogma over four meetings this summer - Global governance - Geoengineering program; aerosol spraying of sulfates - Shale gas fracking, chemical pollution - World integration of accounting - Canada wants a military base in Germany - Occult obsessions of Isaac Newton - Chatham House; coordinated "Sustainability" reporting - Dawkins family and fortune from slave trade - Darwinism Britain sinking with mass immigration - Eugenics, breeding of the "fit" and elimination of the "unfit" - Austerity, rising food prices - Healthcare cuts.

https://youtu.be/50CmjzaZzHM Recorded: Friday, May 22, 2026, and Tuesday, March 17, 2026 In Episode 157 of the PetroNerds Podcast, Trisha Curtis, host of the PetroNerds podcast and CEO of PetroNerds, sits down with Leen Weijers, former Senior VP of Engineering at Liberty Energy and one of the most respected minds in hydraulic fracturing, for an in-depth technical discussion on hydraulic fracturing, U.S. shale resilience, natural gas, and the future of energy production. Recorded during a period of elevated geopolitical tensions and rising oil prices, the conversation examines the operational and technological forces that continue to drive American energy production forward. With oil prices near $96 per barrel and Brent crude surpassing $100, Trisha and Leen step back from short-term market headlines to focus on the engineering innovations reshaping the shale patch. From frac fleets and longer laterals to proppant logistics, simulfracs, natural gas-powered equipment, distributed power generation, and geothermal lessons for shale recovery, the episode explores why U.S. shale continues to outperform expectations. Why U.S. Shale Continues to Surprise the Market One of the central themes of the episode is the continued resilience of U.S. shale production. While many analysts have repeatedly predicted shale production slowdowns or peaks, Leen explains that the flexibility of the U.S. frac industry allows operators to respond rapidly to changing price signals and market conditions. Importantly, both Trisha and Leen emphasize that traditional indicators like rig counts and frac fleet totals no longer tell the full story. Today's frac crews are significantly larger, more efficient, and more productive than they were just a decade ago. Operational improvements such as: Longer laterals Higher-intensity completions Improved perforation cluster efficiency Better well spacing strategies Simulfrac operations Enhanced proppant logistics Faster pumping rates Better frac distribution have allowed operators to continue increasing production despite fewer rigs and fewer frac fleets. Efficiency Gains Are Outpacing Reservoir Challenges The conversation also addresses some of the real challenges facing unconventional oil and gas development, including: Parent-child well relationships Lower reservoir pressure Infill drilling complications Potential declines in productivity per foot in certain regions Despite these challenges, Leen explains that engineering innovation and operational execution continue to offset many of the headwinds facing the industry. The discussion highlights how the shale industry has effectively turned efficiency gains into a competitive advantage, enabling the U.S. to approach nearly 14 million barrels per day of crude oil production. Natural Gas Is Reshaping the Future of Frac Operations A major portion of the episode focuses on the growing role of natural gas in frac operations and power generation. Leen discusses Liberty Energy's DigiFrac and DigiPrime technologies and explains how the industry is steadily moving away from diesel-powered systems toward natural gas-powered frac fleets. The conversation also explores how oilfield power technology is increasingly being adapted for mobile and distributed power applications, including support for rapidly growing AI and data center energy demand. Trisha and Leen also discuss: LNG export growth Reliability challenges with wind and solar Distributed power generation Propane and NGLs in global development Energy poverty and energy abundance Nuclear power Geothermal innovation and its lessons for shale recovery Looking Ahead The episode closes with a broader discussion about the future of energy development and the importance of maintaining reliable, scalable, and affordable energy systems. As the energy landscape evolves, Trisha and Leen argue that innovation within the shale patch continues to position the United States as one of the world's most resilient and adaptable energy producers. For listeners interested in the technical side of oil and gas, hydraulic fracturing, energy infrastructure, and the future of global energy markets, Episode 157 offers an exceptionally detailed and insightful conversation.

Does expanded shale improve the diggability of clay, or increase plant growth?

3/16: Professor John Yoo argues California's high energy prices result from sacrificing affordability for climate ideology. This approach ignores natural resources like the shale deposits in the middle of the state.1574

Brandon Myers - Head of Research at Novi Labs joins the podcast to walk through some of the trends and insights his team is seeing from their research regarding remaining inventory, operator behavior and technology innovation.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tokenized Energy: If you are interested in allocating capital to oil & gas minerals, royalties, and nonop assets in order to earn digital mailbox money, then visit www.tokenizedenergy.com or download the Tokenized Energy app for your Apple or Android phone.--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Farmers National Company: For more information onFarmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Global energy supply is suddenly a hot topic — and it puts Canada in a strong position. At a time when we were already looking to increase our exports, the market is more than ready for them. But can we do it fast enough? TC Energy runs natural gas pipelines across North America, including the Coastal GasLink now feeding Canada's first LNG export facility. Host Amanda Lang talks to the company's CEO Francois Poirier about what's holding Canada back, keeping up with soaring demand, and the future of electrification.

On this week's show, why dogs don't live as long as humans. Also, why do we feel cold when our skin is warm to the touch? Do we all see colours the same way? Do animals experience embarrassment? If photons head towards two small slits, do they only pass through one slit or both? Why does the Middle East have an abundance of oil? And why are our taste buds affected when we have a fever? Dr Chris Smith and Clarence Ford have the answers... Like this podcast? Please help us by supporting the Naked Scientists

On this week's show, why dogs don't live as long as humans. Also, why do we feel cold when our skin is warm to the touch? Do we all see colours the same way? Do animals experience embarrassment? If photons head towards two small slits, do they only pass through one slit or both? Why does the Middle East have an abundance of oil? And why are our taste buds affected when we have a fever? Dr Chris Smith and Clarence Ford have the answers... Like this podcast? Please help us by supporting the Naked Scientists

9. SEG 9: Michael Bernstam explains how the American shale revolution mitigates global energy shocks. He warns central banks against fueling inflation and emphasizes that while global supply chains are vulnerable, US production provides a critical buffer. (9)1905 BUTTE MONTANA

PREVIEW FOR LATER. Michael Bernstam discusses global energy market resilience. He argues that the Americanshale revolution is the primary factor keeping oil and gas prices relatively stable despite major supply chain disruptions and geopolitical conflicts. (1)1903 SANTA BARBARA

Today,  we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocking key bottlenecks in infrastructure as the US looks to meet the world's demand for LNG and domestic AI. Where is shale production today?  Are rumors of its demise overstated? Where is demand headed, particularly for natural gas? And how is private equity faring more broadly in a world of higher interest rates and other macro-economic headwinds? And what are the opportunities within energy and its infrastructure? Our guest is Jason Downie, Co-Founder and Managing Partner of Tailwater Capital, a private equity firm with over 6 billion in capital and a core focus on energy infrastructure. 

Jason Spiess sat down with Joe Sinnott, former oil & gas engineering leader, current executive coach at Witting Partners, and host of the Energy Detox podcast. The discussion, recorded shortly before March 17, 2026, centered on World Shale Energy Day — an annual grassroots celebration held every March 17 to recognize the benefits of [...]

From Shale to Steam: Can geothermal scale like oil & gas?Recorded live at the Baker Hughes Annual Meeting, Fervo Energy CEO Tim Latimer joins the Oilfield 360 podcast to explain why geothermal is the new "Shale 3.0."Tim breaks down how Eagle Ford drilling techniques are unlocking 500MW of carbon-free power at Project Cape, the impact of high-temp well design on drilling speed, and why the best leaders still know how to "stop and smell the roses."A sharp look at how oilfield innovation is defining the future of baseload energy!0:00 Why Oil & Gas Still Matters02:00 Live in Italy + Tim Intro (Fervo Energy)04:30 The Geothermal Spark07:45 Enhanced Geothermal Explained10:02 Finding the Temperature Sweet Spot13:50 Building Fervo18:18 Funding Hard Tech23:07 “Shale 3.0”27:22 Leadership & Culture30:10 Preventing Burnout35:05 Partnering with Baker Hughes41:18 Scaling to 500MW43:09 Decline Rates & Well Spacing46:24 Faster Drilling in Hot Granite48:37 Fatherhood & Advice53:15 Wrap-Up

As Operation Epic Fury enters its 106th hour, the landscape of the Middle East—and the global energy market—is being rewritten in real-time. Today, we break down the breathtaking military progress in Iran, where ballistic missile capabilities have been decimated by 86% in just four days. We also dive into the massive fraud scandal rocking Minnesota and ask the tough question: Could it happen in North Dakota? From the "4D Chess" being played by Secretary Doug Burgum in Venezuela to a "masterclass" on how to talk to your kids about the reality of war, this episode covers the high-stakes intersection of geopolitics, local accountability, and American strength. Standout Moments [00:05:45] The "Mother of All Nightmares" for Auditors North Dakota State Auditor Josh Gallion joins the studio to discuss the multi-billion dollar fraud in Minnesota. He reveals how a "citizen journalist with an iPhone" blew the lid off a scandal that state agencies had ignored for seven years. [00:14:30] Operation Epic Fury: 103-Hour Update General Dan Cain, Chairman of the Joint Chiefs, provides a detailed briefing on the dismantling of the Iranian Navy and the transition from "standoff" munitions to precision "stand-in" strikes directly over Iranian territory. [00:21:15] Oil, Shale, and the $8 Blip Ron Ness of the ND Petroleum Council explains why the strike on Iran didn't send gas prices to $300 a barrel. The "North Dakota code-crack" on shale has changed the rules of economic warfare, leaving America holding all the chips. [00:39:10] "May He Rest in Pieces" Senator John Kennedy delivers his trademark wit on Hannity, discussing the death of the Ayatollah and why "political will" is the most lethal weapon in President Trump's arsenal. [00:46:20] First-Hand from Jerusalem Author Sal Litvig reports from the ground in Israel, describing the "synchronicity" between the U.S. and Israeli Air Forces and the surreal resilience of families playing board games in bomb shelters. [01:02:15] Talking War to the Next Gen Dr. Carol Lieberman, "America's Psychiatrist," offers a guide for parents on how to explain terrorism and global conflict to children without causing trauma, using the "playground bully" analogy.

Emily Pilbeam presents a mixtape of her personal selection of tracks from BBC Introducing, with LIFE, Shale, WineMom, MWSOG, menig, Crystal Murray, 1000 Rabbits, ELSAS, White Flowers, Ugly Dave, Earth Farm, this rainy decade, Lande Hekt, Maya Law & Freya Roy, ladylike, and a new Track of the Week by Max Winter.Produced in Salford by BBC Audio for BBC Radio 6 Music.

This week, we're marking Dydd Miwsig Cymru, the annual celebration of Welsh and Welsh-language music with an hour of some of the best music from Wales on the Yellow Brit Road (not in the least exhaustive, only vaguely guided by things I haven't played in past years)! From icons to new artists, from miwsig Cymreig to intriguing multilingual songs pushing the boundaries of genre, it's only the finest for you, listeners. In the last half-hour of the show, we join Toronto indie artist Liz Uninvited at her show at The Piston in Toronto for a quick interview and a few songs performed live with her backing band as part of a live session! Music this week by:Manic Street Preachers, Catatonia, Gorky's Zygotic Mynci, Ani Glass, Melin Melyn, Gwilym, Lloyd Steele, Atyniad Achwanegol, CHROMA, N'famady Kouyaté, Shale, Siula, Heather Jones, Sage Todz, Kim Hon, Liz Uninvited. [Other artists mentioned: mclusky, Super Furry Animals, Ynys, Pys Melyn, Joe Webb, Gruff RhysCover picture: Liz Uninvited, The Piston, 9 February 2026.Find this week's playlist here. Try and support artists independently through buying their music, merch, going to shows! Bandcamps/websites linked above.Touch that dial and tune in live! CFRC 101.9 FM in Kingston or cfrc.ca⁠, Sundays 8-9:30 PM! Full shows in the linked archive for 3 months from broadcast.Like what we do? ⁠Donate⁠ to help keep our 102-year old radio station going!Get in touch with the show: email ⁠yellowbritroad@gmail.com⁠, IG @⁠⁠yellowbritroad⁠⁠.PS: submissions, cc ⁠music@cfrc.ca⁠ if you'd like other CFRC DJs to spin your music on their shows as well.

The Moneywise Radio Show and Podcast Tuesday, February 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Chad Hathaway, President/Founder of Hathaway LLC. website: www.hathawayllc.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Chad Hathaway and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

In this new episode of the Energy Vista Podcast, Leslie Palti-Guzman sits down with Bob McNally, Founder and President of Rapidan Energy Group and former White House energy advisor, for an insightful and candid conversation on today's oil market, great-power rivalry, and geopolitical risk.We explore why the long-dominant “peak demand” narrative is unraveling, what chronic underinvestment means for future supply, and where the world may be heading next in the boom-bust oil cycle.Key themes include: Venezuela's return to the oil map and what the US intervention really means for global supply Why energy security and affordability have displaced rapid decarbonization as top political priorities Whether US shale has reached a plateau and what that means for exports and diplomacy Growing anxiety among allies about the reliability of US LNG trade Iran risk scenarios, the vulnerability of Hormuz, and markets' complacency The politicization of energy data and why objective forecasting matters more than ever

Garrett Ainsworth, CEO of District Metals, provides a discussion on the company's strategy for its work in Sweden, particularly focusing on their Alum Shale projects. He highlights the lifting of the uranium moratorium, the plans for economic assessments, community engagement strategies, financial status, and the strategic focus on uranium over polymetallic properties. The discussion emphasizes the importance of social license and the potential for future exploration and financial growth.

Trying to make geophysics cool again, and honestly Peter Duncan from MicroSeismic, Inc. makes it easy. We bounce from a bear encounter in Newfoundland to why geophysicists are basically treasure hunters with pricey toys, then land on the simple difference between seismic and microseismic, why sound travels so freakishly well through rock, and how listening to tiny underground pops helps fracking and now geothermal get smarter without wrecking nearby wells.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. https://www.microseismic.com/2026-forum/00:00 Panel shoutout and event mention00:23 Peter's back, making geophysics cool02:12 How he became a geophysicist07:18 Bear story in the field11:34 Geophysics shows up everywhere14:22 Geologist vs geophysicist basics23:13 Sound waves, earthquakes, and why seismic works26:05 Seismic vs microseismic explained28:11 Microseismic and geothermal's comeback40:57 What MicroSeismic actually does in the field45:34 Frac hits and protecting neighboring wells48:52 Wrap-up and round three teasehttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Emily Pilbeam presents volume 2 of her 2025 mixtape highlights from BBC Introducing, with Chalk, DJ Subaru feat. Chopper Johnson, Monks, Nightbus, Adult DVD, Goodnight Louisa, Divorce, Humour, GANS, Welly, Shale, jasmine.4.t, Natalie Wildgoose, and The Orchestra (For Now).Produced in Salford by BBC Audio for BBC Radio 6 Music.

Catching yourself rereading last year's VC emails while you're back in Silicon Valley is a pretty good way to realize how wild the last 12 months have been. Colin, Chuck, Canisius, and Todd break down how Collide AI is turning fast POCs into real production workflows, why change management is the actual moat, and how a stacked forward deployed team plus community driven distribution is setting up 2026 to be the year everything scales.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Product market fit jokes and kickoff00:28 VC email flashback and velocity01:29 Forward deployed model and AI first mindset02:18 Sam Texas and AI coding shift04:04 What AI first actually means06:18 Not just podcast bros anymore07:00 AI breaks silos across the business08:21 Doglegs example and incentives09:57 Change management is the advantage10:18 Client story and regulatory filings win12:42 Selling outcomes not hype13:36 Building the FTE team and faster delivery16:24 AI strategy as workflow ROI first18:26 Grok as a thought partner and GPU cluster20:15 Shale revolution mindset parallel22:29 Recruiting, software DNA, and stacked team26:16 Content and community as a recruiting engine29:11 Distribution flywheel in the real world30:22 Team distribution vs product debate32:32 2026 is the scaling year34:02 Community platform finally clicking36:09 Building the community platform the hard way39:20 Scaling clients, POCs, and production41:09 Why mom and pops matter41:55 Energy demand tailwinds and macro impact44:44 One word answer for next year: scale45:20 POC to production cycle time focus47:12 Scaling tech, sales, and financing49:45 Moving at AI speed story50:14 Raising capital and building serious software52:56 Collide as the operator layer vision54:02 Gratitude and community over everythinghttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Nathan Lord, President of Shale Crescent USA, to unpack why Ohio, West Virginia, and Pennsylvania may be the world's most overlooked manufacturing and energy powerhouse. Nathan explains how the region's abundant, low-cost natural gas creates a world-class advantage for petrochemicals, power generation, and reshoring manufacturing from Europe and China—while also cutting emissions by building near the fuel source. They dive into Europe's deindustrialization, the risks of net-zero policies that export industry (and emissions) to China, the coming surge in gas demand from LNG and AI data centers, and why winning the “fuel race” is the key to U.S. energy security, grid reliability, and long-term prosperity for American workers.We wrote an introduction to this interview for the Energy News Beat Substack, and it included data compiled by Nathan and the Shale Crescent team. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityI look forward to more podcasts and interviews with CEOs from Ohio, West Virginia, and Pennsylvania to discuss this significant, strategic reindustrialization effort for the United States. Thank you, Nathan, for stopping by the Podcast, and I am looking forward to our follow-up conversations! - StuCheck out the Shale Crescent USA website here: https://shalecrescentusa.com/Connect with Nathan Lord on his LinkedIn here: https://www.linkedin.com/in/nathan-lord-230a99a9/Highlights of the Podcast 00:00 - Intro01:01 – What Is Shale Crescent USA?02:53 – Marcellus Gas Volumes & Global Ranking04:20 – Where Global Manufacturers Go Next05:35 – Trump, the Saudi Crown Prince & LNG Dreams06:02 – Maximizing the Molecule: From Gas to Booster Seats07:16 – Germany's Net-Zero Deindustrialization09:06 – Europe's Energy Insecurity vs. U.S. Shale Advantage11:15 – Energy Security at Home, Energy Dominance Abroad12:12 – How Shale Crescent Lands Global Projects13:07 – Stu's Two-Track World & China's Manufacturing Pull14:54 – Can the U.S. Beat China on Manufacturing Costs?17:51 – Onshoring, ESG & Emissions Reality20:26 – Is ESG Fading? Cleanest Molecule Wins21:51 – Rare Earths vs. “Rare Natural Gas” Advantage23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing24:11 – Who's Locking Up Molecules (and Who Isn't)26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power28:30 – Avoiding Blackouts & Winning the AI Fuel Race32:06 – Build on the Fuel Source: Speed to Power35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps37:39 – Man-Made Energy Problems & Leadership38:18 – How to Find Nathan & Shale Crescent USA39:08 – Closing: From Rust Belt to ProsperityFull transcript will be on https://energynewsbeat.co/Check out https://energynewsbeat.co/request-media-kit/

Emily Pilbeam presents a mixtape of her personal selection of tracks from BBC Introducing, including Sean Trelford, Two Man Lift, Mandy, Indiana, Lime Garden, Lande Hekt, Aimée Fatale, The Itch, Shale, Indoor Foxes, House Proud, Crimewave, and a new Track of the Week by Elanor Moss. Plus there's highlights from the BBC Introducing Stage at Live at Leeds 2025 with live music from Goodnight Louisa and The Orchestra (For Now).Produced in Salford by BBC Audio for BBC Radio 6 Music.

The North Dakota Oil and Gas Division's November 2025 Director's Cut features September 2025 production information and market updates from the North Dakota Department of Mineral Resources Director, Nathan Anderson and Justin J. Kringstad, Director of the North Dakota Pipeline Authority.

Packed show this week! I was back in Kingston for the final (ever?) shows by hometown heroes The Wilderness, splitting up after 10 years of inspiring the Kingston music scene. Photographer and friend of the show Owen drops by to review much-hyped NYC alternative band Geese's Toronto live show, and we have a lot to say. And coverage from this year's Mercury Prize, and why South Shields working class hero Sam Fender's win at the first Mercury held outside of London is significant. Music byEchobelly, The Last Dinner Party, Sam Fender, Joe Webb, Shale, DellaXOZ, Master Peace, Tara Lily, bar italia, The Wilderness, My First Time, Geese.Find this week's playlist here. Sam Fender's Mercury-winning speech is here.Try and support artists independently through buying their music, merch, going to shows! Bandcamps/websites linked above.Touch that dial and tune in live! CFRC 101.9 FM in Kingston or cfrc.ca⁠, Sundays 8-9:30 PM! Full shows in the linked archive for 3 months from broadcast.Like what we do? ⁠Donate⁠ to help keep our 102-year old radio station going!Get in touch with the show: email ⁠yellowbritroad@gmail.com⁠, IG @⁠⁠yellowbritroad⁠⁠.PS: submissions, cc ⁠music@cfrc.ca⁠ if you'd like other CFRC DJs to spin your music on their shows as well.

Recorded on October 10, 2025 and September 8, 2025 https://youtu.be/fXaYfXJ4-hk Episode 142 of the PetroNerds podcast is an energy dense mic drop special with Trisha Curtis and Stuart Turley. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is a guest on Stuart Turley's Energy News Beat podcast. Stuart is also the CEO of Sandstone Group. This is a heavy hitting podcast covering "peak shale" and "peak Permian," OPEC, Russia's war in Ukraine, China, and rising electricity prices in the US. Before this podcast starts, Trisha takes the time to introduce the episode and explain to listeners what is happening with rare earth export restrictions from China, Trump's Truth Social response, and the market fallout. In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC's bluff, China's global energy influence, rising electricity costs, the EU's energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don't miss it. I had an absolute blast visiting with Trisha, and she is truly a national treasure. Very much like Meredith Angwin is to nuclear, Trisha is to oil and gas. I really appreciate her taking the time to stop by the podcast. Connect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/ and on her website: https://petronerds.com/ Topics Covered: Is the Permian peaking or just getting started? Why U.S. oil & gas output keeps defying forecasts OPEC's spare capacity myth and Saudi strategy How China weaponizes energy and manufacturing The U.S. refining edge (and why it's at risk) Colorado, California, and the cost of bad energy policy Europe's energy collapse & reindustrialization threats Why power generation = national security The truth about LNG, coal, and blackout risk Listen on Itunes

Faith's Football Coach talks about last week's loss, finding the positives to build off of, and the last 2 weeks of the season.

Faiths HC on the matchup with Tri-County

Coach Shale on the foundation being laid at Faith and how they line up this week vs North White.

Faith hits the road this week looking to get back to .500.

Back to School season continues on Episode 170 of The Bulletproof Podcast! Join Chris the Brain, Ryan Campbell and "The Toyman" Chris DePetrillo as they discuss a real franchise launcher, 1996's The Substitute starring Tom Berenger! Among the talking points, Shale and his team (including the wild card Holland), the iconic library fight, Ernie Hudson, the bran loving Wolfson, Janus' sizzle reel, Papa John's Pizza, and Gold Star Jerome! Plus, Toyman throws shade on one of the casting decisions, and makes one of his worst pop culture references to date. Learn more about your ad choices. Visit megaphone.fm/adchoices

Faith opened their new field last week, but lost to the Clinton Central. Now, on the eve of the program's first conference game, how is he feeling?

Coach Shale talks opening up their new field Friday night, and last week's win.

Coach Shale talks about continuing to build the program at Faith, the new field, and more.

I've never been more physically mangled in a podcast episode. We invited former WWE wrestler Sledgehammer onto other show and they taught me a few moves (without much respect or bodily awareness). Perhaps this is why the Sledgehammer has retired and now tends to their succulent shop. We learn about their journey from early wrestling days and we pick up a few tips from this green thumb. To follow Sledgehammer's unique journey and stay updated on their succulent shop and upcoming shows, find them on Instagram @stevieshale. Cam is also performing his solo show, Just To Be Close To You, throughout July and August all over the world. You can catch his tour dates at his link in bio on Instagram @camoncam69. Get close with us! Follow Sex Talk With My Mom (@sextalkwithmymom), Cam Poter (@camoncam69), and KarenLee Poter (@karenleepoter) on Instagram, YouTube, and TikTok! #SexTalkWithMyMom #StevieShale #Sledgehammer #WWE #WWF #Succulents #Greenhouse #Greenthumb #Plants #Clowns #Comedy #CamPoter #KarenLeePoter #FunnyPodcast Chapters  0:00 - Intro 02:45 - Meet Retired WWE Wrestler “Sledgehammer” 04:00 - Sledgehammer's Transition to Succulent Shop Owner 10:11 - Game Segment: "Succulent or Wrestler" 20:34 - Discussion on the Reality of Wrestling 22:25 - Sledgehammer Teaches Cam Some Moves 30:55 - Game Segment: "Beefin' or Queefin'" 34:36 - Wrap Up and Upcoming Shows Please support our show and get discounts on our favorite brands by using our sponsors' links at sneakypod.com! FLESHLIGHT – Our sponsor, FLESHLIGHT, can help you reach new heights with your self-pleasure. FLESHLIGHT is the #1 selling male sex toy in the world. Looking for your next pocket pal? Save 10% on your next fleshlight with Promo Code: SNEAKY at fleshlight.com. ❣️You can view many of our full episodes in video form by going to our YouTube channel. Join our sparkling new Sneaky Freak chatroom on Discord! Just visit: https://discord.gg/jJZqkUw3dV. To gain exclusive access to all our Discord channels, join us at Patreon.com/sextalkwithmymom. If you've enjoyed the show, please consider leaving us a review at RateThisPodcast.com/Mom. Also, it would mean the world if you'd support us through Patreon.com/sextalkwithmymom – a platform where you can get exclusive STWMM bonus episodes and Zoom chats with us! Grab some Sex Talk w/ My Mom swag at sextalkwithmymom.com. Get close with us on socials at: Text us - 310-356-3920 Facebook/Instagram - @SexTalkWithMyMom Twitter - @SexTalkWMyMom Website - www.SexTalkWithMyMom.com Our podcast's music was crafted by the wildly talented Freddy Avis! Check out his work at http://www.freddyavismusic.com/ Sex Talk With My Mom is a proud member of Pleasure Podcasts, a podcast collective revolutionizing the conversation around sex. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

“It's a long-term story,” David McAlvany says of gold, and it's still going even as the metal pulls back from all-time highs. He compares buying gold futures to buying gold mining companies, and why investors might be interested in each. He says Bitcoin is “clearly not a safe-haven asset” and he thinks companies with it on the balance sheet could be in trouble if the market falls. For crude oil, he argues, “supply is the fulcrum” for price – and we have to look back to the Middle East as shale production falls into decline.

Since 2016, Ken Hersh has served as President and CEO of the George W. Bush Presidential Center which houses the George W. Bush Library and Museum and the George W. Bush Institute.  In 1988, he co-founded NGP Energy Capital Management, one of the nation's largest natural resources private equity firms which pioneered private capital investing in the sector. Until 2016, he served as CEO, investing over $12 billion, earning a 27-year 30% annualized rate of return, making it one of the nation's leading private investors.  In 2023, the Oil and Gas Investor magazine inducted Ken into its Hart Energy Hall of Fame as one of the top 50 “pioneering men and women who have shaped energy over the last half century.” Additionally, Ken manages his family office that invests across multiple industries. He sits on numerous corporate and not-for-profit boards, including the Texas Rangers Baseball Club. He sits on the Board of Overseers of the Hoover Institution and is a member of the Council on Foreign Relations. Links:  George W. Bush Presidential Center - https://www.bushcenter.org/ Support our Sponsors Ramp: https://ramp.com/fort Vesto: https://www.vesto.com/fort Topics: (00:00:00) - Intro (00:03:53) - Ken's early career (00:16:36) - Richard Rainwater and creating NGP (00:29:25) - The original thesis for NGP (00:34:55) - Scaling NGP (00:46:36) - The Shale revolution (00:49:29) - Horizontal Drilling in 2025 (00:51:45) - The importance of having a great business partner (00:54:01) - Is “Let's back teams” still the best investment model? (00:55:01) - Ken's approach to raising capital (00:56:37) - Is there a modern-day Richard Rainwater? (00:58:34) - When a deal goes wrong (01:06:04) - The global state of energy in 2025 Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast 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 

Does your child snore, mouth breathe, or seem “wired” instead of tired? Are they struggling with sleep—or is something bigger going on? In this follow-up episode with sleep expert Dr. Shelby Harris, we dive deep into the connection between sleep, behavior, and diagnoses like ADHD. If you've ever felt unsure whether your child's sleep issues are causing daytime struggles—or if the behavioral struggles are disrupting sleep—this episode is for you. We cover:

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.

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).