In early 2026, the global oil market experienced a seismic shift. When geopolitical tensions with Iran escalated, crude prices surged—and Texas responded. In this episode, economist Karr Ingham, oil producer Rey Trevino, and energy journalist Stu Turley break down how a single conflict triggered a cascade of market changes: rig counts climbing for the first time in years, jobs returning to the industry, and a historic deal securing 65 billion barrels of Venezuelan oil. But here's the real story: how these moves reshape energy independence, refinery infrastructure, and consumer prices for the next decade.

Check out the Texas Alliance of Energy Producers: https://www.texasalliance.org

Connect with Karr on his LinkedIn https://www.linkedin.com/in/karr-ingham-9b62333a/

Connect with Rey on his LinkedIn https://www.linkedin.com/in/reytrevinoiii/

1. Global Oil Market Transformation

The hosts discuss dramatic shifts in global oil supply and demand, particularly focusing on:

China's changing import patterns (buying Russian oil at elevated prices, reduced purchases from Iran and Iraq)

The impact of the Iran conflict on crude oil prices and market dynamics

Russia's refinery capacity reduction (down 40%) due to drone strikes

Global diesel shortage and its economic implications

2. Venezuela's Oil Resources & U.S. Policy

A significant focus on the recent U.S. deal securing 65 billion barrels of Venezuelan oil over 25 years:

The removal of Maduro and its impact on oil production potential

Secretary Chris Wright's role in facilitating investment opportunities for Chevron, Exxon, and independents

Plans to increase Venezuelan production by 1 million barrels per day

The strategic importance of liberating these resources for global markets

3. Texas Oil & Gas Production Trends

Detailed analysis of Texas's response to market changes:

Rig count recovery: from 229 rigs in December to 282 currently (41 rigs added year-over-year)

Production increases despite declining rig counts (efficiency and productivity gains)

Job creation returning to the industry after losses in 2024-2025

The Permian Basin's continued dominance

4. Crude Oil Quality & Refinery Infrastructure

Discussion of different crude types and refining capabilities:

Light sweet crude (Texas) vs. heavy sour crude (Venezuelan, Canadian)

Why the U.S. exports light sweet crude (refineries worldwide are better equipped to process it)

Plans for a new refinery in Brownsville to process Texas sweet crude domestically

The importance of crude oil trade and energy independence

5. U.S. Energy Independence Progress

Reduction in crude oil imports from 60-65% twenty years ago to approximately 10% today

The lifting of the crude oil export ban in 2015 as a critical milestone

Current import sources: primarily Canada (20%), minimal imports from the Strait of Hormuz (1.5-2%)

California's hypocrisy in importing oil from Russia, Ecuador, and Iran while opposing domestic production

6. Tariffs & Trade Policy Debate

A nuanced discussion on tariffs and trade:

Karr's anti-tariff stance vs. Stu's perspective on managed tariffs

The weaponization of the U.S. dollar through sanctions

Canada's importance as a reliable energy partner

The need for balanced trade relationships

7. Regulatory & Legislative Challenges

Texas Alliance of Energy Producers' ongoing work:

Produced water management from increased oil and gas production

Associated natural gas handling from Permian crude production

Orphan wells regulation and inactive well management

Preparation for the 2027 Texas legislative session

Federal-level advocacy in Washington D.C.

8. Renewable Energy Accountability

A critical look at wind energy infrastructure:

79,000 wind turbines in the U.S., with 40% approaching end-of-life in 3-5 years

$89 billion liability for decommissioning and recycling with no funding mechanism

Contrast with oil and gas industry's established orphan well remediation processes

This episode presents a comprehensive view of how geopolitical events, policy changes, and market dynamics are reshaping the global and U.S. energy landscape, with particular emphasis on Texas's strategic role.

At Energy News Beat, we Make Appendices Great Again.

Check out the World's Greatest Podcast Show Notes at EnergyNewsBeat.co or EnergyNewsBeat.com, and the Energy News Beat Substack at: https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering: Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

Check out the World's Greatest Podcast Show Notes at EnergyNewsBeat.co or EnergyNewsBeat.com, and the Energy News Beat Substack at: https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

We have an action-packed podcast lined up with Doomberg and Steven Wang, CEO of Jackery Americas. We will be covering the new executive order on the United States grid's transformers, supply chain, and key components. Some of these components have years-long resupply times in a disaster, and many people could be without power for considerable periods. The administration is recommending that people prepare and have safety supplies, and even short-term power supplies.

Check out Jackery Products: https://www.jackery.com/

Check out Doomberg's Substack: https://newsletter.doomberg.com/

Storms, and we have also seen 30 or more water companies attacked this year by cyber hackers. Being prepared is not just a Boy Scout motto; it is now a way of life. Many of our larger utilities are recommending that we get ready for any disaster.

1. Grid Reliability & Power Outages

The hosts emphasize that the U.S. power grid is becoming increasingly unreliable, with warnings of potential rolling blackouts. A critical incident in July 2022 in Northern Virginia affected 3% of PJM's peak load, and there are concerns about cyber attacks on utilities (Iran recently targeted 30 utilities). The grid is running with less margin for error than previously.

2. Exponential Demand Growth from Data Centers & AI

There's a dramatic shift from decades of stagnant demand to explosive growth driven by data centers and AI infrastructure. This "lumpy demand" is straining the grid in unexpected ways, requiring new solutions beyond traditional grid expansion.

3. Distributed Energy Resources (DERs) & Home Battery Systems

The discussion centers on how residential battery systems (like Jackery) can serve dual purposes: personal emergency backup and grid support. Plug-in solar and battery systems are becoming more accessible, lowering barriers to entry for consumers and apartments.

4. Battery Technology & Supply Chain

Topics include:

Lithium iron phosphate (LiFePO4) as the current standard

Emerging sodium-ion batteries (safer, better cold performance, lower cost, but lower energy density)

Supply chain concentration and the need for cost reduction

Manufacturing localization in response to Trump's executive orders

5. Trump's Emergency Declaration & Manufacturing

The administration's focus on onshoring transformer and inverter manufacturing to address critical shortages. There's a 2-3 year wait for transformers and 5-year wait for large natural gas generators—creating vulnerability if major infrastructure fails.

6. Energy Independence & Personal Preparedness

Emphasis on individual preparedness through home battery systems, solar panels, and backup generators. The philosophy that grid reliability starts at home, with consumers taking agency over their own power supply.

7. Pricing & Grid Economics

Discussion about how current pricing structures favor wind and solar while penalizing natural gas and coal, without accounting for grid resiliency and storage costs. The need to shift from "Levelized Cost of Electricity" (LCOE) to metrics that value reliability.

8. Regional Differences: U.S. vs. EU Markets

European markets favor smaller, apartment-friendly systems (1-2 kWh), while U.S. demand is for larger capacity (3+ kWh) due to larger homes and greater energy needs.

At Energy News Beat, we Make Appendices Great Again.

Check out the World's Greatest Podcast Show Notes at EnergyNewsBeat.co or EnergyNewsBeat.com, and the Energy News Beat Substack at: https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

In this episode of the Energy News Beat Podcast, host Stu Turley sits down with Jon Brewton, CEO and Founder of Data2, and Kyle Koss, President of ATCO Ventures, to explore a critical challenge facing the AI revolution: infrastructure. As artificial intelligence demand skyrockets—with projections suggesting a 5,000% increase in compute requirements over the next five years—traditional mega data centers are hitting a wall.

The solution? ATCO Edgeworks, a groundbreaking modular edge computing platform that brings AI infrastructure closer to power sources rather than centralizing it in massive facilities. This conversation delves into how distributed, modular data centers can democratize AI access for mid-sized companies, solve environmental and community concerns, and create a more resilient computing landscape.

With insights into explainable AI, military applications, and real-world use cases from the energy sector, this episode reveals why the future of AI infrastructure isn't about building bigger—it's about building smarter and closer to home.

Connect with Kyle on his LinkedIn: https://www.linkedin.com/in/kyle-koss-3bbb1927/

Check out ATCO here: https://www.atco.com/en-ca.html

Connect with Jon on his LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/

Data 2 website: https://www.data2.ai/

The core focus is on ATCO Edgeworks, a modular data center solution designed to bring compute closer to power sources rather than centralizing it. This addresses the massive infrastructure bottleneck created by AI demand, which requires enormous capital investments and long lead times (3-5 years) for traditional mega data centers.

The guests discuss how AI demand is exploding exponentially, with Goldman Sachs projecting a 5,000% increase in compute demand over the next half decade. The challenge isn't just computing power—it's the massive power requirements, capital commitments, and infrastructure constraints that only a handful of mega-companies can afford.

A key theme is making AI infrastructure accessible to mid-tier companies (the "mom and pop" oil and gas operators) who can't afford billion-dollar data center commitments. Edgeworks enables smaller organizations to deploy AI capabilities without massive upfront capital or 15-20 year power contracts.

The discussion addresses concerns about data centers' environmental footprint—water usage, cooling requirements, power grid strain, and community opposition. Modular edge computing reduces these impacts by distributing load across smaller, localized units rather than massive centralized facilities.

Jon Brewton emphasizes the importance of AI validation and explainability. His company Data2 has patented technology that adds a "trust layer" to AI systems, making decisions auditable and trustworthy. They cite a real example where their platform discovered $98 million in hidden fraud risk.

The guests discuss edge compute's critical role in defense—portable, distributed systems that can be deployed in the field, reducing vulnerability from centralized targets and enabling real-time AI decision-making for warfighters.

The Edgeworks solution is built entirely on modular architecture (hardware and software), allowing customers to:

• Scale up or down based on demand
• Use existing power sources (natural gas, solar, flared gas)
• Avoid single points of failure
• Reduce unnecessary data movement

Examples discussed include:

• Oil and gas companies monetizing flared natural gas to power compute
• Bitcoin mining operations pivoting to AI workloads
• Industrial sites leveraging existing infrastructure for edge compute
• Military deployment scenarios

The guests argue this is the right moment for distributed edge computing because: AI demand is rising exponentially, power availability is constrained, and capital requirements for centralized infrastructure are prohibitive. This creates market demand for alternative architectures.

Partnerships with encryption providers (like XQ) ensure quantum-encrypted, zero-trust security—critical for government and military applications, and for protecting sensitive data in distributed environments.

The overarching narrative: Traditional mega data centers are hitting infrastructure limits. Edgeworks offers a paradigm shift by bringing compute to where power exists, enabling broader participation in AI, reducing environmental impact, and creating a more resilient, distributed compute market.

Check out the World's Greatest Podcast Show Notes at EnergyNewsBeat.co or EnergyNewsBeat.com, and the Energy News Beat Substack at: https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

Check out the Cato Institute Jones Act Tracker: https://www.cato.org/jones-act-waiver-tracker#key-findings

Connect with Colin Grabow on LinkedIn: https://www.linkedin.com/in/colingrabow/

Check out David Blackmon's work on Substack: https://blackmon.substack.com/

Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/

The podcast opens by explaining the Jones Act (Section 27 of the Merchant Marine Act of 1920), which requires that goods transported by water within the U.S. must use vessels that are U.S.-flagged, U.S.-built, at least 75% American-owned, and crewed by Americans. This foundational explanation sets up the entire discussion.

A major focus is the Trump administration's suspension of the Jones Act, which has dramatically increased domestic energy shipments:

• California's refinery crisis: With refineries shutting down, the waiver enabled tankers to transport crude oil from Gulf Coast refineries through the Panama Canal to California—preventing a major supply crisis
• Record-breaking shipments: In just 6 months, more crude oil, gasoline, and jet fuel were shipped than in any single year over the past 25 years
• Cost savings: The waiver has saved consumers millions by enabling efficient domestic shipping

The hosts discuss how the Jones Act artificially inflates shipping costs:

• U.S.-built tankers cost $210-240 million vs. $52-53 million in Asia
• Operating costs for U.S. ships are $8.5 million more per year than foreign-flagged vessels
• This forces states like California and New England to import energy from overseas rather than from nearby U.S. sources

The conversation highlights contradictions in the national security argument:

• The U.S. exports LNG globally but can't ship it domestically to states like New York and Massachusetts
• Puerto Rico and Hawaii are forced to import energy from foreign sources despite U.S. production capacity
• U.S. military builds warships in allied countries (Turkey, Japan, South Korea, Finland), yet commercial ships must be U.S.-built
• American ships are regularly sent to Chinese shipyards for repairs and maintenance

Colin Grabow presents data showing the Jones Act has failed to maintain a robust U.S. shipping fleet:

• The fleet has shrunk from 257 ships in 1980 to just 92 today
• U.S. shipyards produce only 2.6 ships per year on average vs. 40+ per year in South Korea
• The law hasn't created jobs—it's reduced them

The waiver has addressed multiple regional energy shortages:

• California: 8+ million barrels of crude, 2.4 million barrels of diesel, 1.8 million barrels of jet fuel
• Puerto Rico: Record propane shipments (2.89 million barrels in 6 months vs. historical averages)
• New England: LNG and propane imports that were previously impossible
• Mid-Atlantic: 12 million barrels of crude shipped to refineries

The hosts discuss why the Jones Act persists despite its costs:

• Concentrated benefits vs. dispersed costs: Shipyard owners and operators lobby heavily to maintain the law, while consumers bear the costs
• Congressional gridlock: Previous reform efforts (2006-2007) failed despite support from the U.S. Chamber of Commerce and API
• State interests: Louisiana opposes changes due to port economy dependence

The podcast highlights the absurdity of current policy:

• Refineries in New York were buying Russian oil because it was cheaper than Texas oil due to Jones Act shipping costs
• The U.S. is the world's leading LNG exporter but can't ship it domestically
• Companies advocating for the Jones Act for "national security" send their ships to China for repairs

Colin Grabow proposes incremental reforms:

• Allow Americans to buy foreign-built ships (aligning with policy for airlines and trucking)
• Restrict to allied shipyards (NATO countries, Japan, South Korea)
• Implement a second registry (like Norway's international registry)
• Use direct subsidies instead of protectionism for national security needs

The Cato Institute's Jones Act Waiver Tracker provides concrete evidence:

• 241 voyages, 190 unique vessels, 65 million barrels shipped
• Plans to update 2018 and 2019 research papers on the Jones Act's economic and national security impacts
• The waiver serves as a real-world experiment validating free-market predictions

Overall Theme: The podcast argues that the Jones Act is a self-inflicted economic wound that harms consumers, reduces shipping efficiency, contradicts national security claims, and fails to maintain a competitive merchant marine—and that the current waiver proves reform is both necessary and beneficial.

Check out the World's Greatest Podcast Show Notes at EnergyNewsBeat.co or EnergyNewsBeat.com, and the Energy News Beat Substack at: https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

Check out Mark LaCour on The Great Oil Network OGGN https://oggn.com/

Check out Joe Leather on his Great podcast https://windwavesandwells.com/

The hosts discuss the worldwide diesel shortage affecting prices dramatically—Joe paid £1.84 per liter (approximately $12.77/gallon) in Scotland. They explain this is caused by:

• Refinery turnaround season in the US
• Increased global demand for diesel
• Limited crude oil supply due to Strait of Hormuz tensions
• Refineries prioritizing jet fuel production over diesel due to higher profit margins

The UK is losing refinery capacity due to political and net-zero policies. The hosts explain the paradox: the UK fleet switched from petrol to diesel vehicles, but environmental politics prevented refineries from retrofitting to produce more diesel, creating an oversupply of petrol and shortage of diesel.

A central theme is how political decisions disconnected from scientific understanding are harming energy security:

• California importing Russian crude while refusing to use its own local oil reserves
• New York importing LNG from the Caribbean (sourced from Russia) instead of using abundant Pennsylvania natural gas
• Germany's failed renewable transition and subsequent energy poverty

The hosts argue the world needs an "energy addition" (more total energy), not a transition away from hydrocarbons. They emphasize:

• Growing global energy demand
• The need for a diversified energy mix
• Renewable infrastructure inadequacy (grid capacity, decommissioning liability)

• UK and US electrical grids are aging and insufficient for renewable integration
• Data centers (Microsoft, Amazon, Meta) are driving private infrastructure investment
• Interconnection projects like Canada's $6 billion line to New York are underperforming

• Russia using energy as a weapon (Germany's dependency on Russian gas)
• Strait of Hormuz disruptions and alternative shipping routes
• Ghost fleets (unseaworthy tankers) moving sanctioned Russian oil
• The Jones Act limiting US domestic shipping efficiency

Examples of contradictory policies:

• Burning wood pellets shipped from the US as "net-zero" fuel in the UK
• Scottish wind farms requiring diesel generators to operate
• Importing refined Russian oil while claiming environmental leadership

• AI discovering missed oil reserves in mature North Sea fields
• Automation reducing rig crew sizes and improving safety
• New small, efficient "teapot refineries" being built at crude sources

The hosts discuss how extreme politics on both sides harm energy policy, but express cautious optimism that moderates are finding common ground and that "the world is healing."

Generation Alpha views the oil and gas industry positively—seeing it as innovative, well-paying, and cool—contrasting with their parents' anti-oil sentiment.

The overarching message: Energy security requires pragmatic, science-based policy disconnected from political ideology.

Check out the World's Greatest Podcast Show Notes at EnergyNewsBeat.co or EnergyNewsBeat.com, and the Energy News Beat Substack at: https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

Jack Pandelli, The Merchant’s News Substack Author and commodities trader, stops by.

The world is short of nearly everything. Shipping routes are under attack, refineries are maxed out, and energy policies have backfired. In this episode, commodities expert Jack Prandelli breaks down the "everything shortage"—the interconnected crises in oil, gas, food, and critical minerals that are reshaping geopolitics and creating the next commodity super-cycle. Discover why diesel is more valuable than crude oil, how drone warfare changed energy markets forever, and where smart investors should be looking.

I highly recommend subscribing to The Merchant's News Substack.https://themerchantsnews.substack.com/

The podcast opens with a comprehensive discussion of how critical shipping routes and infrastructure are breaking down simultaneously. Key choke points under threat include:

• Strait of Hormuz – targeted by drones
• Suez Canal – Saudi vessels avoiding drone attacks
• Black Sea – ports and vessels targeted by drones
• Rhine River – water levels critically low due to heat, disrupting European logistics
• Panama Canal – reduced traffic due to El Niño and low water levels

This creates what Jack calls an "everything shortage" affecting global commerce.

While crude oil prices remain below $100/barrel, the real issue is in refined products. The podcast highlights:

• Record-breaking diesel crack spreads (refining margins)
• Diesel prices now higher than crude oil prices
• Global refinery shortage (16 Russian refineries damaged, others under maintenance)
• This creates inflation pressure on the broader economy

Jack criticizes aggressive ESG and net-zero policies in Western countries (Europe, US, UK) for:

• Pushing energy transition too fast without viable alternatives
• Creating energy cost disparities (California diesel at $7.80 vs. Texas at $5.05)
• Leaving economies still dependent on fossil fuels while discouraging investment
• Europe's particular vulnerability without Russian gas supplies

The discussion covers strategic energy moves:

• Saudi Arabia successfully pivoting to sell oil to China via alternative routes
• Iran losing market share to Saudi competition
• Qatar damaged (LNG facility attacked in February) and now a loser in the energy game
• UAE protecting infrastructure with protective cages against drone attacks
• Iraq emerging as a potential winner with US investment in pipelines

Jack analyzes Trump's tariff strategy:

• 20% of Canadian goods hit with 50% tariffs, but oil and gas exempted
• This shows where real power lies – the US needs Canadian heavy oil for refineries
• 9 out of 10 Canadian oil barrels go to the US
• Canada now exploring Chinese markets but facing low volumes and unfavorable pricing
• Most Canadian oil/gas infrastructure is US-owned, limiting Canadian control

The podcast identifies interconnected commodity pressures:

• Copper shortage – data centers need metals; demand exceeds production
• Diesel scarcity – affects mining, farming, and all transportation
• Food crisis – Ukraine/Russia supply disruptions + El Niño in South America
• Investment thesis: Companies at supply chain bottlenecks (refineries, pipeline builders, copper producers) will see gains

Emerging demand drivers:

• Defense spending increasing due to fragmented global conflicts
• AI data centers requiring massive energy (US focusing on gas, not renewables)
• Both sectors driving metals and energy demand simultaneously

Concerns about Europe's future:

• De-industrialization and closer ties to China
• Weak energy independence without Russian gas
• Slower reshoring of critical minerals compared to the US
• Political instability preventing coherent energy policy

Bottom Line: The podcast paints a picture of a world facing simultaneous supply chain breakdowns, geopolitical energy competition, policy-driven energy shortages, and emerging commodity super-cycles—all creating both risks and investment opportunities for those who understand the interconnected nature of global energy and commodities markets.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

In this episode of the Energy News Beat podcast, host Stu Turley sits down with Eric Conroy, an ex-CIA case officer and U.S. Air Force veteran running for Congress in Ohio's District 1. With over 14 years of combined service in military intelligence and covert operations across war zones in Iraq, Afghanistan, and Eastern Europe, Conroy brings a unique perspective to his campaign for a competitive House seat in the Cincinnati area. The conversation covers his path to public service, his recent endorsement from President Trump, and his vision for addressing critical issues facing Southwest Ohio—from election integrity and energy policy to economic competitiveness and congressional reform. Throughout the discussion, Conroy emphasizes the importance of affordable domestic energy, strong infrastructure, and bringing fresh leadership to Capitol Hill, while Turley probes his positions on oil and gas drilling, term limits, and how he plans to approach legislation as a common-sense conservative alternative to the incumbent.

Reach out to Eric on his Website and donate - we need all of our great American First Vets winning and doing what is right for the American people. https://ericconroy.com/

Eric Conroy discusses his campaign for Congress in Ohio District 1 (Cincinnati area), which is a competitive 53% Republican district. He emphasizes the importance of this seat in potentially determining House control and introduces his opposition to incumbent Greg Landsman, whom he characterizes as a "radical leftist."

Conroy shares his extensive background as a 7-year Air Force intelligence officer (working in special operations) and 7-year CIA case officer. He discusses his deployments to Iraq, Afghanistan, Okinawa, Japan, and Eastern Europe, where his role involved recruiting sources in war zones.

A significant portion focuses on election security, including the SAVE Act and voter ID requirements. Conroy highlights that over 70% of Americans (including Democrats) support voter ID laws, and criticizes the inconsistency of requiring IDs for shopping but not voting.

This is a central theme given the podcast's focus. Conroy strongly advocates for:

• Domestic oil and gas drilling as critical to economic competitiveness
• Cheap, affordable energy as essential for manufacturing and economic success
• Long-term energy planning combined with short-term economic relief
• Foreign policy considerations related to energy security (Venezuela, Iran, Iraq)

Discussion includes tax cuts, regulatory streamlining, small business support, and infrastructure development—particularly relevant to Ohio's role as a logistics hub.

Conroy expresses interest in serving on committees focused on small business and transportation/infrastructure, reflecting Ohio's economic needs.

He advocates for term limits to bring fresh ideas to Congress and criticizes career politicians who remain in office too long or use their positions for personal financial gain.

The podcast emphasizes the importance of informed, educated citizens voting and participating in democracy, particularly appealing to veterans and patriotic Americans.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

Against this backdrop, the hosts examine how energy security intersects with food production, national defense, and economic stability, while highlighting President Trump's executive orders aimed at protecting the U.S. power grid. Whether you're an energy professional, investor, or concerned citizen, this episode delivers essential insights into why energy independence, refining capacity, and grid resilience have never been more critical to America's future.

The hosts discuss how Saudi Arabia is using shuttle tankers to route oil around the Houthis and Strait of Hormuz blockades, finding alternative paths to market via the Red Sea and Persian Gulf. This reflects how oil adapts to obstacles, similar to the Jurassic Park reference about nature finding a way.

A critical focus is the impending diesel shortage in the U.S. Despite crude oil availability, diesel inventories are at record lows (down 2.2 million barrels). The hosts explain that refineries operating at 97% capacity are struggling to meet demand, and diesel prices continue rising even as gasoline stabilizes—a concerning trend since all consumer products rely on diesel for transport.

Discussion of China buying large quantities of Saudi oil (replacing Iran as their supplier) and how U.S. sanctions on Venezuela and Iran are forcing China to pay full price instead of getting discounted oil, representing an economic war strategy.

The podcast highlights California's severe energy problems: gasoline at $7.04/gallon vs. $5.65 in Texas, refining costs of $15/barrel vs. $5 in Texas, and how California was previously dependent on Venezuelan oil through China. The hosts criticize California's regulatory environment, noting that operators find it easier to work in Venezuela than California.

President Trump's executive order (14420) to remove Chinese grid equipment and secure the U.S. bulk power system is praised as essential protection against cyber attacks. The hosts emphasize the national security risk of using cheap Chinese components in critical infrastructure, citing examples like the UK's security drone boat sending data to China.

Catherine Porter's warnings about the UK grid under net zero stress are discussed, with the UK issuing alerts about potential blackouts. The hosts contrast this with Texas's stable grid, which has avoided rolling blackouts thanks to natural gas production.

JP Morgan's warning of a looming global food crisis is highlighted, driven by the Ukraine-Russia war disrupting 27% of global grain exports. The connection between energy (oil/gas for fertilizer production and food transport) and food security is emphasized.

Discussion of new California tire regulations that would eliminate low-cost tire options and increase prices by 15-20%, exemplifying government overreach that's driving businesses and people away from California to Texas.

The hosts promote various energy sector sponsors and tools: Pecos Operating, Data Squared (AI validation), Well Database, and Reese Energy Consulting, emphasizing the importance of quality reach and industry partnerships.

Overall Theme: The podcast emphasizes how energy security, geopolitical strategy, and regulatory policy are interconnected, with the U.S. needing to strengthen domestic energy production, grid security, and refining capacity while avoiding California-style overregulation.

All stories are on Energy News Beat https://energynewsbeat.co/

1.Oil Will Find a Way

2.Jeff Currie Dropping the Truth on CNBC

3.The Impending Diesel Crisis and Its Impact on the United States

4.Diesel Hits New Highs in Price, and Lows in Inventory

5.White House Declares National Emergency to Secure the U.S. Bulk-Power System – Will We See If Chinese Grid Equipment Is Removed?

6.Kathryn Porter sounds the practical alarm on the UK Grid

7.JPMorgan Warns of Global Food Crisis Looming Next Year

8.Dunlop Tires North America CEO Darren Thomas holds press conference on new rules for California

9.A Tribute to Steve Reese: Oklahoma’s Steady Voice for Energy Sanity

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

The host discusses the critical vulnerability of the U.S. power grid to coordinated attacks on substations. Former FERC chairman John Wellinghoff warned that targeting just nine key substations could cause an 18-month nationwide blackout, potentially affecting millions. The episode emphasizes the importance of backup power systems and preparedness.

Iraq is aggressively pursuing plans to double its oil production capacity to 8-10 million barrels per day, with major oil companies (Chevron, Exxon, BP) securing new contracts. The discussion explores whether OPEC will allow this expansion and how Iraq is building export routes through Turkey to bypass the Strait of Hormuz.

The episode covers U.S. Treasury Secretary Bessen's sanctions strategy against Iran, examining whether sanctions are effectively constraining Iran's oil exports. Evidence shows Iran's exports have collapsed from 1.8-2.1 million barrels per day to near zero, though Iran is finding workarounds using land-based truck transport.

The UAE has installed massive metal cage structures over oil storage tanks in Abu Dhabi for anti-drone protection—a response to increasing drone strikes on energy infrastructure in the Ukraine-Russia conflict. This reflects how modern warfare is changing energy security.

Ukraine has successfully struck major Russian refineries, including the Lukoil refinery in Perm, degrading Russia's refining capacity and military fuel supply. This has significant global oil market implications.

Hedge funds are reducing bearish bets on European diesel, signaling expected fuel supply shortages. U.S. crack spreads (the profit margin for refining) have hit record highs at $102 per barrel, driven by tight inventories and high tanker costs—not refinery gouging.

GE Vernova's gas turbine backlog has hit 116 gigawatts with delivery delays until 2031. The episode explores how AI data centers' massive power appetite is creating a manufacturing bottleneck, forcing companies to "bring your own power" (BYOP) solutions.

The UK is moving to expensive floating offshore wind farms with 200 new turbines and 300-400 kilometers of cables. The host argues this approach will increase energy costs and require natural gas backup, contradicting net-zero goals.

The Trump administration issued an emergency waiver allowing early transition to winter-grade gasoline to help curb prices. The host advocates for eliminating ethanol mandates, arguing it wastes energy and increases consumer costs.

Schlumberger (SLB) is preparing to restart 15 idle oil rigs in Venezuela to ease drilling bottlenecks, though Venezuela faces energy constraints that complicate operations.

Overarching Theme: The podcast emphasizes that global energy markets are tight, oil and gas remain essential long-term, and geopolitical factors (sanctions, conflicts, infrastructure attacks) are reshaping energy supply chains and prices.

1.What if 9 Substations were Targeted on the US Grid? Would Jon Wellinghoff’s Prediction of an 18-Month US Grid Blackout Happen?

2.Will Iraq leave OPEC, or will OPEC allow Iraq to double exports within six years?

3.Will Choking Iran’s Economy End the War, or Are They Too Resilient?

4.UAE Cageing Up Their Oil Storage for Anti-Drone Protection

5.Ukraine Hits Lukoil Refinery. How Degraded is the Russian Refinery Capacity?

6.Hedge Funds Cut Bearish Bets on European Diesel to Two-Year Low

7.GE Vernova’s Gas Turbine Backlog Hits 116 GW. What Does This Mean for the AI Market?

8.Britain Doubles Down on Wind by Moving to Floating Wind Farms for More Expensive Energy

9.US Allows Early Sales of Winter Gasoline to Help Curb Prices

10.SLB Prepares to Restart 15 Oil Rigs in Venezuela

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

The United States faces an unprecedented energy challenge. Electricity demand is surging at a pace the nation's grid infrastructure simply cannot match. JPMorgan Chase recently issued a dire warning: rolling blackouts are coming to America by 2027. But unlike previous energy crises that left consumers helpless, a quiet revolution is underway in garages and basements across the country—one that's putting power literally back into people's hands.

The numbers tell the story. Home battery installations surged 28% year-on-year in the first quarter of 2026, a remarkable growth rate that defies conventional wisdom. This isn't happening because of government mandates or renewable energy subsidies—in fact, it's accelerating after those subsidies began phasing out. Instead, Americans are waking up to a simple reality: energy security starts at home.

https://www.jackery.com/

The convergence of three forces is driving this shift. First, grid instability is no longer a theoretical concern—it's a lived experience. Natural disasters, wildfires, and typhoons are causing increasingly frequent blackouts. Second, electricity costs are climbing, making backup power economically rational even for middle-class households. A single blackout that spoils a refrigerator's worth of food can pay for a home battery system. Third, the technology has finally matured. Modern power stations are reliable, safe, and genuinely user-friendly—no engineering degree required.

While Tesla's Powerwall has become synonymous with home energy storage, it's designed for larger homes (1,200-3,000 square feet) and carries a premium price tag comparable to a car. This leaves vast segments of the market underserved: apartment dwellers, renters, owners of smaller homes, and those seeking affordable backup for critical appliances.

Companies like Jackery are filling this gap with innovative solutions. Their "Fridge Guard" product, for example, offers apartment residents their first real option for permanent backup power—something that was literally impossible just years ago. At $600-$1,000 per unit, multiple units can be deployed throughout a living space for under $2,000, providing comprehensive home backup power.

This isn't an American problem alone. Brazil, one of the world's most populous nations, faces even worse blackouts than the US. In parts of Africa, grid operators simply shut off power at predetermined times each day. Geopolitical instability is compounding these challenges worldwide. As battery costs continue their dramatic decline—dropping from nearly $1,000 per kilowatt-hour five years ago to just over $500 today—distributed energy storage is becoming economically viable in developing nations too.

Perhaps most intriguingly, home battery systems are evolving from individual backup solutions into a distributed network that can actually help the grid. Innovative programs like Jackery's partnership with Con Edison in New York demonstrate this potential. Consumers receive free power stations and subsidized electricity in exchange for allowing utilities to draw power during peak demand hours. During scorching summer days when everyone's air conditioning strains the grid, these home batteries discharge to the grid, preventing blackouts and reducing the need for expensive grid expansion.

This is peak shaving—and it's a win-win. Utilities get demand flexibility without building new infrastructure. Consumers get free or cheap backup power. The grid becomes more resilient.

The next decade will be defined by three priorities: affordable self-sustainability (off-grid living for the masses), universal backup power (especially for underserved markets), and grid-scale peak shaving (turning millions of home batteries into a virtual power plant).

The 2027 blackout warning isn't a death knell—it's a wake-up call. And Americans are answering it, one home battery at a time. The question is no longer whether you need backup power. It's how soon you'll install it.

This podcast is with Steven Wang, CEO of Jackery Americas, on the Energy Newsbeat podcast, discussing the convergence of grid instability, technological maturity, and economic incentives driving the home energy storage revolution.

We cover how Stu has been using Jackery products for years, and they are not only rock-solid; they can also save lives and money.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

This podcast is going out on both the Energy News Beat, and Energy Impacts Podcast and we highly recommend following Jason Isaac on his LinkedIn https://www.linkedin.com/in/jasonaisaac/, and also his website: https://americanenergyinstitute.com/

Also check out David Blackmon's Substack https://blackmon.substack.com/, and The Energy News Beat Substack https://theenergynewsbeat.substack.com/

The hosts debate President Trump's comments about oil companies "price gouging" on gasoline. They explain the "rocket and feather effect"—how prices spike quickly when supply concerns arise but take longer to fall. They note current gas prices are actually lower than during the Biden administration and lower than historical averages, despite public frustration.

Discussion of proposed Democratic legislation (Ro Khanna and Bernie Sanders) to impose windfall profit taxes on oil companies. The guests argue this would ultimately harm consumers by raising costs and reducing investment, citing Texas as an example of how lower business taxes attract companies and economic growth.

A major focus on the AI race against China and the importance of data centers. They contrast Governor Hokel's ban on data centers in New York with Governor Abbott's measured approach in Texas—a temporary halt to review environmental impacts. Key points include data centers' economic benefits (jobs, tax revenue, $1 billion to Texas education last year) and the need to protect water resources through responsible practices like desalination.

Extensive discussion of Texas's grid challenges, including:

• Poor market design that doesn't reward reliability
• Over-reliance on intermittent wind and solar (53 GW added vs. only 3 GW of natural gas in 5 years)
• Rate payers bearing billions in costs to keep thermal plants on standby
• Launch of "Rate Payers First" coalition to advocate for consumer protection

Concerns about Chinese equipment in the U.S. electrical grid, including:

• Chinese-made solar components and battery storage systems
• Remote communication devices pinging back to China
• The incident at Camp Lejeune where a battery storage system was remotely restarted after being shut down
• Need to bring manufacturing back to the U.S. and allied nations

Environmental and practical concerns about renewable energy installations:

• Wind turbine graveyards in Sweetwater, Texas with disposal challenges
• Oil leaking from turbine bases contaminating farmland
• Massive concrete foundations making land unsuitable for future farming
• Potential future "superfund sites" from damaged installations

Celebration of U.S. LNG production and exports as "freedom fuel" helping allies globally. Discussion of how American LNG is more affordable than alternatives and helps lift people out of poverty worldwide. Mention of major investments like Amazon's 7-gigawatt natural gas facility.

The importance of suspending the Jones Act (Merchant Marine Act of 1920) to allow cheaper fuel transport to California, Hawaii, Alaska, and Puerto Rico. Discussion of how the antiquated law drives up energy costs in these regions and harms industries like pharmaceuticals in Puerto Rico.

California's closure of refineries (down to 7 from 40) creates vulnerability for military bases and national security. The state's opposition to increased oil production threatens fuel supply for strategic military installations.

A critical supply chain issue: 5-year waiting list for gas turbines, with old power plants being dismantled to salvage parts, limiting new natural gas generation capacity despite demand.

The overarching theme is that affordable, reliable American energy is essential for economic prosperity, national security, and global stability—and that misguided policies (windfall taxes, renewable subsidies, Jones Act restrictions) undermine these goals.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Doomberg stops by, and we solve the global oil crisis. We did not really solve the world’s oil problems, but boy, we sure covered them.

In this Energy Newsbeat podcast episode, hosts Stu Turley and Doomberg dive deep into the interconnected crises reshaping global energy markets and geopolitics. From contested claims about oil flowing through the Strait of Hormuz to Putin’s stranglehold on European natural gas supplies, the conversation reveals how misinformation, geopolitical brinkmanship, and exponential technological change are colliding to create unprecedented uncertainty.

Against this backdrop of energy scarcity and conflict, the hosts explore how artificial intelligence is driving explosive new demand for power, forcing a reckoning between renewable energy mandates and grid reliability. Through sharp analysis and candid debate, they argue that understanding energy flows—and who controls them—is essential to predicting everything from European political upheaval to the viability of AI infrastructure investments. It’s a masterclass in connecting the dots between commodity markets, military strategy, and the future of human civilization.

Check out Doomberg.com https://newsletter.doomberg.com/

Shout-out to Dave, one of our great subscribers, for commenting on the live feed.

The hosts debate conflicting information about oil flow through the Strait of Hormuz, with Chris Wright (Secretary of Energy) claiming 9 million barrels per day are flowing through. They discuss how market prices haven't responded as expected, suggesting either the market is efficiently pricing in a long-term U.S. siege against Iran, or there's misinformation in circulation. The conversation emphasizes that pipelines are being built to bypass the strait, making it increasingly irrelevant.

Discussion of Houthi attacks on commercial ships in the Bab el-Mandab Strait, reducing flow to less than 1 million barrels per day. They note the phrase "Houthis in the blow ships" and question whether reported attacks are actually occurring or if misinformation is prevalent.

A major focus is an upcoming Doomberg article about how Putin controls Europe's energy future through natural gas. Key points include:

• Ukraine's loss of the air war and closing of the Black Sea port of Odessa
• Europe's dangerous dependency on Russian natural gas (4.5 BCF/day through Turkstream)
• European gas storage at only 59% capacity (vs. 83% in 2023)
• If Russia cuts off gas supplies, Europe could lose 40% of its storage capacity
• The precarious position of European leadership (Ursula von der Leyen, Macron, Mertz) who may need to be replaced for political solutions

Turkey's role as a NATO member while maintaining relationships with Russia and Iran, controlling the Turkish Straits, and serving as a potential energy hub between the Middle East and Europe. Discussion of Erdogan's health and political stability.

JPMorgan's warnings about rolling blackouts driven by:

• Accelerating AI demand
• Forced installation of intermittent renewables
• Data centers requiring massive power
• Comparison between Texas (abundant natural gas, allowing data center growth) and New York (restrictive policies)
• The concept of "natural gas pods"—data centers with gas input and data output

A philosophical discussion on:

• Ray Kurzweil's "The Singularity is Near" and exponential technological growth
• AI model doubling time shrinking to approximately 3 months (trending toward daily improvements)
• The "human endeavor is infinite compute" as a strong predictive mental model
• Comparison to the Weimar hyperinflation period to illustrate the power of exponential trends
• Why skepticism about AI data center ROI is misplaced, similar to early shale gas skepticism

Brief mention of Liberty Energy's expansion into Australian shale gas drilling, presented as a "tell" of emerging opportunities.

Announcement of a company deep dive on Chevron, examining its global operations, business model, and various investment exposure options.

The podcast emphasizes how interconnected global energy markets are and how geopolitical decisions (particularly Putin's control of energy supplies) have cascading effects on everything from European stability to U.S. grid reliability and AI infrastructure development.

The podcast has rolled over 3 million podcast listens on Apple and Spotify, and Doomberg's last episode was well over 110K - let's see how this one does.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.

Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or  @petronerds633  on YouTube

This is also going out on David Blackmon's podcast, Energy Impacts.

Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/

The hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.

Despite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.

The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).

A critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.

The hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.

China has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).

The discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.

The hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.

The hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.

This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.

Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Texas Governor Abbott has halted new data center connections to the ERCOT grid pending a comprehensive audit. This follows New York's similar moratorium. The host emphasizes concerns about data centers' massive water consumption and energy demands, noting ERCOT has over 1,800 projects (474 gigawatts) in its interconnection queue.

The podcast covers extreme volatility in global energy markets driven by geopolitical tensions, security concerns, and climate-related disruptions. Oil prices fluctuate between $75-$114 per barrel, with significant disparities between paper and physical delivery prices.

Ongoing attacks by Houthis on shipping in the Red Sea and Bab-El-Mendeb Strait are disrupting oil and LNG supply chains. Recent cargo ship sinkings and attacks on Aramco facilities are constraining global energy supplies.

Europe faces severe drought conditions affecting the Rhine and Danube rivers, preventing barge transport of fuel. LNG inventories have dropped dramatically (from 85.2% to 57.1% in one year), creating critical supply shortages.

Global refineries are running at full capacity as buffers dwindle. The host predicts demand destruction will eventually reduce fuel prices, but warns of short-term price increases and supply constraints.

The host argues that net zero policies lead to de-industrialization and fiscal collapse. He contends that increased wind and solar investment paradoxically increases fossil fuel consumption due to manufacturing and grid support needs.

Despite the Bank of England cutting support for thermal coal, global coal consumption is at record highs and projected to continue rising through 2027, contradicting net zero objectives.

New York City's aging power barges pose blackout risks. The host criticizes energy policy decisions, including reliance on Canadian hydroelectric imports, and warns of grid instability due to renewable energy integration challenges.

Williams Companies announced a $5.5 billion deal to acquire Momentum Midstream, demonstrating continued investment in midstream infrastructure.

The host emphasizes the need for personal preparedness with backup power solutions like solar panels and battery storage units, predicting increased grid instability in 2027.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Standard Carbon has cracked the code on making clean energy economically viable—not through subsidies or carbon credits, but through clever energy arbitrage. With commercial systems already operating in Manhattan and Israel, and a growing pipeline of contracts from Europe to Pakistan, Shahar reveals why this technology could be the missing piece in the global energy puzzle, solving not just climate concerns, but the energy security crisis facing nations worldwide.

For Blue States and Countries following Net Zero policies, this podcast is critical. Consumers and constituents want low-cost energy with the least impact on the environment. Couple that with wind and solar needing dispatchable power to fill in when the wind does not blow, or the sun does not shine. Producing natural gas out of CO2 that is burning from coal, or other industrial processes, is a real win for everyone. For countries that still have coal plants, this would be a much more cost-effective way to bring them into the Net Zero world rather than just shutting them down.

The company produces pipeline-grade natural gas (methane) from CO2 emissions captured from combustion sources like power plants, boilers, cement factories, and refineries. They capture CO2 from smokestacks and convert it into usable natural gas through a process combining three established technologies: amine-based carbon capture, low-pressure alkaline electrolysis, and 19th-century Sabatier methanation chemistry.

Standard Carbon has deployed two commercial-scale systems—one in Israel (2023) and one in New York City (2025). The NYC system is publicly accessible in Manhattan and operated by the Grove School of Engineering at City College, providing transparent, third-party verification of the technology's effectiveness.

The business model focuses on three key factors:

• Cost of intermittent power: Using cheap, off-peak electricity (often negatively priced wind/solar power at night)
• Fossil fuel pricing: Competing against natural gas and LNG prices in different markets
• Regulatory incentives: Carbon pricing and decarbonization mandates

The company can produce gas competitively in markets like Europe and New York City, where LNG and fossil fuel prices are high.

Prime markets include:

• New York City: Most aggressive climate regulations globally (3x higher carbon price than EU)
• Europe & UK: Strong decarbonization regulations and high LNG prices
• Japan, South Korea, Taiwan: Coal plants being reactivated; high energy security concerns
• Pakistan: Energy security crisis driving interest in energy independence
• Saudi Arabia & GCC countries: High oil-based electricity generation

The Strait of Hormuz chokepoint is critical for global energy supply. Recent developments include:

• UAE and Saudi Arabia pipeline expansions
• Iraq's new Mediterranean pipeline projects
• Pakistan's LNG crisis and power shortages
• Qatar cutting LNG/LPG exports
• European dependence on energy imports

• Biden Administration: Inflation Reduction Act rejected "imaginary" renewable credits; requires real-time renewable use
• Trump Administration: Favors "firm" energy (batteries, geothermal, green molecules) over intermittent sources
• Both administrations converged on prioritizing reliable, available energy
• New Secretary of Energy Chris Wright emphasizes levelized cost of energy vs. electricity

Standard Carbon is moving away from carbon credit trading toward delivering certified clean fuel with chain-of-custody verification. Customers want actual low-carbon gas delivered through pipelines, not accounting credits—a more valuable business model than credit trading.

Natan's inspiration came from reading "The Case for Mars" by Dr. Robert Zubrin, which described producing rocket fuel from Mars's CO2 atmosphere. He adapted this concept for Earth-based applications after New York City passed aggressive climate legislation in 2019.

A critical emerging use case: AI data centers require localized power generation near urban centers due to latency requirements. Gas-fired generation is the only practical option, making decarbonized gas essential for powering future AI infrastructure in cities.

Standard Carbon has filed extensive patents in the US and Europe to protect their integrated technology, though the core components are well-established. The competitive advantage lies in the integration and optimization rather than individual technologies.

This is a compelling story about how existing technologies can be combined to address both energy security and decarbonization challenges in a commercially viable way.

Follow Natan on his LinkedIn here: https://www.linkedin.com/in/natan-shahar-3ba84920/

Check out Standard Carbon here: https://www.standardcarbon.com/

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

From a $40-50 disconnect between paper oil prices and physical barrel delivery costs, to California's dramatic collapse from 38 refineries down to just seven, Turley reveals how geopolitical tensions, regulatory overreach, and decades of underinvestment are creating a perfect storm in energy security.

With Russian refining capacity crippled by drone strikes, Middle Eastern facilities under attack, and the UN quietly admitting its climate doomsday scenarios were implausible, this episode challenges conventional wisdom on energy policy and makes a compelling case that energy security truly starts at home—through domestic production capacity, not wishful thinking about net-zero mandates that have cost over $10 trillion while delivering far less energy independence than nuclear investment could have provided.

• WTI futures hovering in low-to-mid $90s while physical delivery costs ~$120
• $40-50 premium between paper markets and actual barrel acquisition
• Refinery crack spreads at historic highs (96% in US)
• Future traders focused on de-escalation; physical markets screaming warnings

• Increase refining capacity – No new US refineries in decades; first new one coming to Brownsville, Texas (2025)
• Demand destruction – Governor Newsom’s attempts failed; demand only slightly down as people leave California
• Physics matter; policy must align with infrastructure reality

• Russia: Every refinery hit by drones; capacity down to 40%
• India: Only country with spare refining capacity
• Qatar: Down from 77-80 MTPA to 12 MTPA due to Strait of Hormuz blockade
• Qatar Energy adapting: Using US carriers to maintain contracts

• Iraq militias attacking Saudi refineries for second consecutive day
• Saudi air defenses intercepting drones
• Egypt also targeted
• Bab-El-Mendeb Strait closure = $120 oil; currently at $84

• Surge in Final Investment Decisions (FIDs) for new liquefaction capacity
• 84 million tons of new capacity in 2025; 37 MTPA in first half 2026
• US leading project growth
• LNG must bypass choke points for true energy security

• $13 billion in sales since Maduro’s capture
• Production rebounding: 800K barrels/day (January) → 1.2M barrels/day (March-April)
• Chevron and Exxon positioning for expansion
• Potential model for Iranian recovery (without IRGC)

• Down 7.2 million barrels to 404.5 million
• Cushing, Oklahoma at 18.6 million barrels (near operational bottom of 20M)
• Cushing lost importance to world oil pricing
• Paradox: Empty Cushing should support prices, but doesn’t

• Demands 58 million gallons daily: 37M gasoline, 11M jet fuel, 10M diesel
• Refinery count: 38 → 7 (6 more closing due to CARB regulations)
• Limited import pipes; insufficient storage capacity
• Production declining sharply while demand remains high
• Most expensive transportation fuels in nation for residents

• Expand Energy (NASDAQ: EXE) reports 27.5 MMCF/day from Hainesville wildcat
• North America’s largest independent natural gas producer performing well
• VectorVest rating: Buy

• France shutting off GoFan2 nuclear reactor due to 40°C heat wave
• Nuclear plants rely on river water for cooling (design flaw)
• Environmental regulations limit water discharge temperature
• EU electricity mix: 30% wind/solar (vs. 29% fossil fuels) – but at what cost?
• De-industrialization and higher consumer costs

• UN climate panel quietly admits doomsday scenarios were implausible
• $10.4 trillion spent on wind and solar globally
• Alternative scenario: Same investment in nuclear = 174 additional reactors (vs. 94 current US reactors) + 1,700 worldwide
• Net-zero policies result in 38% higher consumer energy costs in blue states
• Fear-mongering and policy misalignment with physics

• Domestic production capacity is critical
• Energy dominance displayed through exports
• Realistic policy must account for infrastructure constraints
• Neighbor-to-neighbor preparedness (emergency power solutions like Jackery)

1.Oil Prices Ignore the Warnings of the Physical Markets. Refinery Crack Spreads Grow

2.Iraq Militias Attack Saudi Oil Facilities for a Second Day

3.LNG Vessel Demand Soars as US Leads Project Growth, and Qatar is Offline

4.QatarEnergy Adapting while Protecting its Revenue Stream

5.U.S. Sale of Venezuela’s Oil Hits $13 Billion Since Maduro Capture

6.US Crude Oil Inventories Decreased by 7.2 mb to 404.5 mb

7.The impending collapse of California’s transportation fuel infrastructure

8.Expand Energy’s First Far Western Haynesville Wildcat IPs 27.5 MMcf/d

9.France Shuts Off More Nuclear Power as Heat Builds Across Europe, Sparking an Energy Domino of Failures

Still very relevant -

10: UN Climate Panel Quietly Admits Its Doomsday Climate Scenarios Were ‘Implausible’ – How much money has been spent on Net Zero because of lies?

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We have a wild stand-up with 8 huge stories. It is fun having guests on the stand-up, and Rey brought the receipts today. The picture above was created by Grok, and it is Clark Savage standing by the tanker “Stan Turley” - I think Grok was having a moment.

With Brent crude surging past $100 per barrel and West Texas Intermediate jumping dramatically, the conversation reveals how Houthi attacks on shipping lanes, Chinese strategic positioning, and disruptions at key maritime chokepoints are reshaping energy markets worldwide. Through an in-depth discussion with energy expert RT Trevino, the podcast challenges prevailing narratives about the energy transition, presenting compelling data that shows fossil fuels still account for 86% of global energy consumption. From Europe’s LNG crisis and America’s emergence as a natural gas superpower to the manufacturing exodus from Canada to the U.S., this episode provides essential context for investors, policymakers, and anyone seeking to understand the complex forces driving energy prices and global economic security in 2026.

Brent crude has surged above $100/barrel, with West Texas Intermediate (WTI) jumping from $81 to $91. This spike is driven by geopolitical instability, particularly Houthi attacks on tankers in the Bab El-Mandab Strait and the Red Sea, which are disrupting global oil supply routes and forcing tankers to take longer routes around the world.

The podcast discusses critical maritime chokepoints—the Bab El-Mandab Strait, Suez Canal, and Panama Canal—all facing disruptions. VLCCs (Very Large Crude Carriers, carrying ~2 million barrels each) cannot fully load through the Suez Canal, and the Panama Canal is experiencing drought conditions. These disruptions add months to shipping times and significantly impact global energy markets.

The hosts explore China’s role in global energy dynamics, including its partnership with Iran and the Houthis, and how President Trump’s sanctions on Venezuelan and Iranian oil are affecting global supply. There’s discussion of a Chinese military base in Yemen and how U.S. strategic bombing targets infrastructure supplying Iran.

Europe faces an LNG supply crisis, forcing buyers toward coal and natural gas. The podcast highlights the hypocrisy of European nations sanctioning Russia while importing 90% of Russia’s LNG. Germany’s decision to blow up coal plants and Japan’s mothballing of nuclear facilities are criticized as short-sighted energy policy.

The U.S. is positioned as the “Saudi Arabia of natural gas” and is exporting record amounts to Europe. The podcast emphasizes natural gas as a critical energy source and advocates for expanded infrastructure and production.

Using Texas ERCOT as an example, the discussion shows that despite renewable energy investments, fossil fuels remain essential. Natural gas provided 62% of grid power, wind 25%, and solar dropped to zero at night. The grid required battery storage to prevent blackouts, demonstrating the unreliability of intermittent renewables.

Key data points: 86% of the world’s energy still comes from fossil fuels (gasoline, diesel, transportation), and 57% of global electricity is generated from fossil fuels. This underscores that the energy transition is actually an “energy addition,” not a replacement.

A KPMG survey shows 42% of Canadian manufacturers have moved or are moving production to the United States, driven by pro-business U.S. policies and concerns about supply chain dependency on China.

GE Vernova reported strong Q2 2026 earnings ($11 billion, up 22%), with natural gas turbines sold out for five years. Tesla’s Q2 earnings showed record deliveries but profit concerns due to AI investments.

We conclude with a discussion of oil and gas as solid investment portfolio additions, offering monthly revenue, tax deductions, and long-term returns compared to renewables, which have years before generating returns.

●

1.Brent at $100 and U.S. Refinery Utilization at 96%: What This Means for Consumers and Investors

2.LNG Supply Crisis Pushes Buyers Toward Coal, Natural Gas, and Oil: Energy Security Takes Center Stage

3.Greece Exposes the Hypocrisy and Limits of Europe’s Russia Energy Sanctions

4.Mark P. Mills Covers the Myth of an Energy Transition

5.Fossil Fuels Still Generate 57% of the World’s Electricity — But We Remain Deeply Dependent on Them for Transportation, Manufacturing, and Building the “Renewables” Themselves

6.GE Vernova Raises 2026 Outlook on Surging AI-Driven Power Demand While Advancing Venezuela

7.Nearly Half of Canadian Manufacturers Are Moving to the US — A Self-Inflicted Wound from Tariffs, Uncertainty, and Costly Green Policies

8.Tesla’s Q2 2026 Earnings: Record Deliveries and Energy Growth Overshadowed by Profit Miss Amid Massive AI Investments

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

From passive safety mechanisms to manufacturing innovation, the speakers tackle misconceptions about nuclear while confronting hard truths about cost discipline, transmission bottlenecks, and the need to engage women and younger generations in the energy transition.

Here is Grace’s LinkedIn: https://www.linkedin.com/in/gracevanderhei/

Here is Alina’s LinkedIn: https://www.linkedin.com/in/alinavoss/

The conversation highlights the restart of decommissioned reactors (Three Mile Island, Palisades, Dwayne Arnold) and power upgrades to existing plants. Grace explains that power upgrades alone could generate the equivalent of about seven new nuclear reactors over 2-5 years—a cost-effective way to increase energy output without building new facilities.

A critical theme is the neglected state of America’s transmission and distribution infrastructure, which is 20 years behind in many regions. Alina emphasizes that transmission has been “completely slept on” and warns that without grid upgrades, new generation capacity (whether nuclear or data centers) will face the same challenges. The grid is the “missing middle” that most Americans don’t understand.

Both speakers stress that public fear isn’t primarily about nuclear safety anymore—it’s about electricity costs. They discuss how data centers and new energy projects risk being blamed for rate increases, and how the nuclear industry must avoid the same PR pitfalls by being transparent about costs and protecting consumers from project overruns.

Grace and Alina critique net zero marketing as disconnected from actual energy policy. They argue that closing nuclear plants while pursuing net zero targets is contradictory, and that voluntary blackouts/brownouts represent a failure of grid planning rather than a solution. They advocate for maximizing clean energy generation rather than reducing consumption.

Grace discusses accident-tolerant fuel (ATF) and high-assay, low-enriched uranium (HALEU), explaining how 90-95% of spent nuclear fuel is reusable. Alina describes NX Atomics’ liquid metal-cooled reactors and passive safety features, emphasizing innovation in manufacturing (3D printing) and financing models.

Both experts explain passive safety mechanisms—how reactors automatically shut down without human intervention or external power (using gravity to drop control rods). This addresses public misconceptions about nuclear accidents.

The discussion highlights SMRs as a manufacturing challenge, not just an engineering one. Alina notes that companies like Allo Atomics are building factories alongside reactors to achieve economies of scale. The key is treating nuclear as a manufacturing game, not just an engineering project.

Grace emphasizes that the #1 priority for nuclear expansion is delivering projects on time and on budget. She argues that nuclear engineers’ perfectionism culture conflicts with business realities, and that construction specialists—not engineers—should lead builds once designs are finalized.

Grace highlights the quadrupling of nuclear engineering undergrad enrollment (from 14 to 60+ students per class at UW-Madison). She stresses the need to engage women in nuclear, noting that women are often unaware nuclear is clean energy and need clearer messaging about its value proposition.

Both speakers discuss how to communicate nuclear’s benefits authentically, especially as AI-generated social media content proliferates. They emphasize the need for human-to-human interaction and authentic storytelling to build trust, particularly with younger generations and women.

Grace expresses interest in the global uranium supply chain and how it will evolve with nuclear expansion—a critical but underexplored topic.

The conversation touches on positive momentum from policymakers (like Energy Secretary Chris Wright) and the need for intentional policy to protect ratepayers and avoid the mistakes made with data centers.

This was an absolute blast, and honestly it is great to see young people taking the reins and running after nuclear. We need all the power we can get, and the future is bright with nuclear enthusiasts like Grace and Alina. Thank you both for your leadership and stopping by the podcast - Stu 

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The podcast opens with oil prices surging above $90/barrel for Brent crude, driven by attacks in Kuwait, tanker incidents in the Strait of Hormuz, and renewed U.S.-Iran tensions. The Houthis are also active in the Red Sea, creating additional supply chain disruptions. Analysts are predicting higher oil prices for longer, with crack spreads at historic highs.

Halliburton reports positive outlook for North American shale activity in 2026. The U.S. has reached a record 13.586 million barrels per day in 2025, with enhanced oil recovery and the Permian Basin continuing to thrive. Natural gas exports and LNG are highlighted as critical economic drivers.

The Biden administration's mismanagement of the SPR is heavily criticized—including massive drawdowns without refill (180-300 million barrels), wasted taxpayer dollars on damaged equipment, and aging infrastructure. The GAO warns of "looming operational limitations," and the host emphasizes the need to refill the SPR given current geopolitical risks.

Data centers are on track to consume up to 20% of U.S. electricity by 2035 due to AI growth—a 4-5x increase from current levels. However, grid transmission bottlenecks are a major constraint; the U.S. needs 5,000 miles of new high-voltage transmission lines annually but has only added 392 in the last two years.

The incoming UK Prime Minister is signaling support for North Sea oil and gas projects (Jack Draw gas field, Rosbank oil field), though the host expresses skepticism about bureaucratic obstacles. The irony is highlighted: the UK imports Norwegian gas while sitting on untapped North Sea reserves.

Iraq is shipping 4 million barrels per day via 1,400 tanker trucks daily—a forced paradigm shift due to geopolitical constraints. Iraqi oil companies are also partnering with Chevron, ExxonMobil, and ConocoPhillips to capture flared gas, reducing Iraq's reliance on imported energy.

President Trump has ordered a suspension and potential debarment of officials tied to fraudulent climate research. The host criticizes the "false climate narrative" and argues for an "all of the above" energy approach (coal, natural gas, nuclear) until technology allows full transition to renewables.

In fiscal year 2025, federal subsidies and tax expenditures totaled $64.1 billion, with renewables, EVs, and efficiency capturing 90% ($57.9-58 billion), while fossil fuels received only $2.6 billion. The host distinguishes between subsidies and tax incentives.

1.Brent Tops $90 as Tanker Hit in Strait of Hormuz Amid Escalating US-Iran Tensions — Is “Higher for Longer” Here to Stay?

2.Halliburton Sees Improvement in North American Activity in 2026

3.US Strategic Petroleum Reserve Sites Left Inoperable Under Biden Administration — Trump and Energy Secretary Wright Race to Fix the Damage

4.Data Center Growth on Track to Absorb a Fifth of US Power Use by 2035: Nuclear Had Better Be Implemented Before We Get There

5.U.S. Needs 5,000 Miles of New High-Voltage Lines Annually — It Only Built 392

6.New UK Prime Minister Set to Back North Sea Oil and Gas Projects

7.Thousands of Tanker Trucks Haul Iraq’s Oil to Secure Revenue: A Forced but Strategic Paradigm Shift

8.President Trump Orders a Review of the Green Graft and False Research Provided

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The podcast opens with discussion of how the global oil market is undergoing significant rebalancing due to geopolitical disruptions, particularly Russia's degraded refining capacity from Ukrainian drone strikes. Russia's refining capacity has been slashed to 39 million barrels per day, forcing a shift in global trade dynamics.

A major focus is Ukraine's successful drone campaign against Russian refineries. Ukraine has struck over 24 of Russia's 34 major refineries, and all of Russia's major refineries are now within reach of Ukrainian drones. This has fundamentally changed how the war is being fought and has disrupted global energy supplies.

Iraq has suspended crude loading at all export terminals (impacting 4 million barrels per day). The discussion covers Iraq's negotiations with major oil companies like Exxon and Chevron, and efforts to become energy independent from Iran by developing domestic natural gas instead of importing it.

Goldman Sachs projects that new pipelines could divert 45% of Strait of Hormuz oil by 2027 and 60% by 2028. This reflects global efforts to circumvent potential disruptions at this critical chokepoint, which is bad news for Iran's economic recovery.

Long-dormant shale gas reservoirs in Alberta are being revitalized through oil plays, particularly in the Basal Belly River Formation. This represents a significant opportunity for Canadian energy production.

New York has imposed its first moratorium on data centers (affecting only 5 facilities), which the host criticizes as "virtual signaling." The discussion contrasts New York's restrictive energy policies with other states like Texas, Virginia, and Georgia that are attracting data centers due to better energy availability and lower costs.

The podcast warns about potential grid vulnerabilities, citing Exelon's CEO prediction that Americans could face blackouts as soon as 2027. There's also concern about 136 Iranian drones rumored to be in Cuba that could potentially target U.S. grid infrastructure in Florida.

The episode concludes with current market prices (WTI crude at $82.72, Brent at $88.77, natural gas at $2.91) and emphasizes the importance of energy awareness and personal preparedness for potential emergencies.

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

On July 4th, 2024—America's 250th birthday—something extraordinary happened that most people missed. Allo Atomics turned on a brand new advanced nuclear reactor for the first time in 50 years. But here's what makes this truly revolutionary: they designed, built, and achieved criticality in less than 12 months. In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Yasir Arafat, CTO and President of Allo Atomics, to explore how a company that was just two people 2.5 years ago is now rebuilding American manufacturing muscle and solving one of humanity's greatest challenges—powering the AI revolution while ending global energy poverty.

From factory-based mass production to autonomous reactors powered by AI, from 36-day construction timelines to modular power plants that rival grid reliability, this conversation reveals how American innovation is about to transform energy forever.

This is the story of how nuclear went from a decade-long project to a factory product—and why it matters for every country on Earth.

Buckle up, as this was a huge discussion, and I hope that it is the first of many with Aalo Atomics. They are going places, and we need them to be as successful as they seem likely to be. They have the nuclear market and are designing the entire supply chain, from standardized fuel to go-to-market strategies, controlling it along the way.

Secretary Chris Wright was at their offices and personally signed their approvals for critical mass testing. This is huge, and they were one of four reactors that kicked off our 250th anniversary in style.

This is just about as cool as it gets - Well done Aalo Atomics and Secretary Chris Wright!

Yasir Arafat, CTO and President of Allo Atomics, discusses their groundbreaking accomplishment of building and turning on a brand new advanced nuclear reactor on July 4th—the first time this has been done in 50 years. This was achieved in less than 12 months as part of an executive order challenge from President Trump.

Allo Atomics grew from a 2-person company 2.5 years ago to nearly 200 employees. The company is expanding its manufacturing facility from 40,000 square feet to 200,000 square feet this year, with plans to reach a million square feet within three years—positioning it as the largest nuclear reactor manufacturing facility in the United States.

Rather than traditional project-based nuclear construction, Allo is pioneering a factory mass-production approach similar to the automotive and aerospace industries. This includes automated welding systems and modular component design that can be transported and assembled like “Lego blocks.”

The podcast highlights the massive energy needs of AI data centers, which require 60 gigawatts of power over the next five years. Nuclear provides the ideal solution as a 24/7, clean baseload power source that doesn’t depend on weather.

Discussion of uranium enrichment levels, with Allo’s reactors operating at 5% enrichment using commercially available uranium dioxide fuel—avoiding the need for exotic fuel forms or military-grade materials that would complicate supply chains.

Allo designed a 50-megawatt power plant with multiple reactors and turbines providing N+1 redundancy, achieving 99.9% availability. This allows data centers to operate independently from the grid while maintaining reliability.

The company built its first nuclear reactor building in just 36 days—reducing construction costs by one-fifth. Their goal is to compress the entire deployment process from order to operation in less than 12 months, compared to the traditional 6-10+ years.

Allo manufactures the majority of hardware in-house while partnering with 100+ suppliers. The philosophy is “no unobtanium”—every component must be obtainable from existing suppliers or manufactured internally.

Allo uses AI extensively for engineering design, licensing acceleration, and autonomous reactor operations. They have 62+ major AI projects running, with human validation at every step to ensure quality and safety.

The conversation extends beyond data centers to broader applications: ending energy poverty worldwide, powering remote locations, military bases, marine vessels, and even lunar bases. The vision is to transform the U.S. into an energy exporter and uplift nations through reliable, low-cost nuclear power.

Allo is currently raising Series C funding and plans to go public only after demonstrating its ability to execute at scale with licensed products and generate revenue.

This is a compelling discussion about how American innovation and manufacturing expertise can solve the global energy crisis through advanced nuclear technology.

Check out Aalo Atomics here: https://www.aalo.com/

Connect with Yasir on his LinkedIn here: https://www.linkedin.com/in/yasiraalo/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The hosts challenge conventional market wisdom, expose the hidden costs of net-zero policies, and make a compelling case that the United States possesses unprecedented energy advantages that policymakers and analysts have catastrophically underestimated. With Europe in energy decline, China preparing for conflict through energy resilience, and the Middle East in flux, this episode serves as a masterclass in understanding why energy security is national security, and why the decisions made today will determine which nations thrive and which fade into irrelevance.

Check out the PetroNerds at https://www.youtube.com/@petronerds633

Connect with Trisha on LinkedIn https://www.linkedin.com/in/trisha-curtis-petronerds/

The hosts discuss the unprecedented market volatility throughout the year, particularly focusing on the Strait of Hormuz and Iran's actions. They analyze how Iran's attacks on shipping and infrastructure represent desperation rather than strength, as alternative pipelines and routes are being developed by Saudi Arabia and the UAE to bypass Iranian control.

A significant focus on how the U.S. and China are using their SPRs differently. Secretary Chris Wright is praised for using the SPR as a loan (requiring repayment) rather than a permanent release, which avoids budget cycle issues. The hosts note this strategy received insufficient market coverage.

Discussion of America's impressive production capacity—nearly 14 million barrels per day of crude oil and 136 billion cubic feet per day of natural gas. The hosts emphasize that the U.S. has significant leverage in global energy markets that isn't being properly appreciated or communicated.

Extensive analysis of China's energy stockpiling, coal-fired power generation dominance (more than the U.S. total capacity), and investments in coal-to-oil synthetic manufacturing. The hosts interpret China's 2026 coal-to-oil investments as preparation for potential conflict.

Critical examination of Europe's energy policy failures, particularly the UK and Germany's abandonment of coal and nuclear power. The hosts highlight how net-zero policies have made Europe dependent on Russian LNG and created energy security vulnerabilities.

Detailed analysis showing that wind and solar installations increase electricity costs without improving reliability. The hosts present data showing blue states have 38% higher electricity prices than red states, correlating directly with renewable energy policies. They argue that baseload power (coal, natural gas, nuclear) is essential.

Strong critique of ESG metrics and net-zero commitments by major oil companies, arguing these policies increase costs without environmental benefit and represent a form of control rather than genuine sustainability.

Discussion of reshoring manufacturing and the importance of controlling the entire energy value chain—from crude extraction through plastics manufacturing—to reduce dependence on China and create a more resilient economy.

Analysis of NATO discussions, with criticism of European countries (particularly Spain) for insufficient defense spending and energy investment. Discussion of new trading blocs forming around the U.S., Saudi Arabia, UAE, Russia, India, and Japan.

Analysis of Qatar's LNG production disruptions and the broader natural gas market, including how Iran's attacks on LNG vessels represent attempts to control energy flows and how alternative infrastructure (floating LNG, pipelines) may bypass traditional chokepoints.

The overarching theme is that energy security is fundamental to national security and economic prosperity, and current Western policies prioritizing net-zero over reliable, affordable energy are strategically disadvantageous compared to competitors like China.

This will be more in line with a new series covering the global energy policies and insights from Trisha.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

On this episode, host Stu Turley sits down with Rye Barcott, U.S. Marine Corps veteran, New York Times bestselling author, and co-founder of With Honor—an organization dedicated to recruiting and supporting veterans to run for office across party lines.

Together, they explore what true courage really means, why service is the path to purpose, and how we can rebuild trust in American leadership. From the remarkable overlap of their fathers' service in Vietnam to the alarming decline of veteran representation in Congress—from 70% to just 20%—this conversation challenges us to rethink what it takes to be a leader in America.

Whether you're interested in politics, military service, or simply finding meaning through service to others, this episode offers both inspiration and a call to action: elect people who aren't afraid to lose, because they'll stand by their convictions.

Rye Barcott, author of "Courage Can Save Us," distinguishes between bravery (instinctive reaction to danger) and courage (the deliberate choice to serve the common good). He emphasizes that courage is essential for both individual well-being and national strength, particularly in addressing youth mental health crises through service.

The conversation explores how military service shapes character. Rye shares his father's Vietnam experience as a reconnaissance officer and how that inspired his own Marine Corps service. Stu reveals a remarkable connection—both their fathers were reconnaissance officers in Vietnam during the same period, with Stu's father coordinating aerial reconnaissance missions.

A significant focus is the decline of veteran representation in Congress—from 70% historically to just 20% today. Rye's organization, With Honor, works to recruit, train, and support veterans running for office across party lines. The podcast highlights that 752 veterans are running this cycle, the highest number ever.

The discussion emphasizes that service creates common ground across political divides. Rye features 5 Democrats and 5 Republicans in his book, and highlights the Congressional Veterans Caucus (38 House members, ~12 Senate members) that transcends party lines to focus on national security and veterans issues.

According to Gallup polling data cited, veterans and nurses are the two most trusted groups across all party lines. However, only 30% of Americans see courage in elected officials, compared to 62% who see it in their communities—highlighting a leadership crisis.

The hosts discuss concerns about political corruption, particularly in California's energy policies, which they argue have caused deindustrialization and affordability crises. They emphasize the need for leaders willing to lose re-election for their principles.

Service is presented as a path to purpose for young Americans, particularly addressing loneliness and mental health challenges. The book targets younger Americans seeking meaning through military or civilian service.

The podcast celebrates America's cultural influence globally, referencing the World Cup bringing international visitors who discover American values firsthand. They discuss the importance of maintaining American pride and the world's continued admiration for American culture, music, and values.

A key theme is the need to engage with those who hold different political views respectfully, rather than viewing them as enemies. The hosts criticize algorithm-driven outrage and advocate for genuine conversation across ideological lines.

The discussion encourages Americans to get involved locally and support candidates who prioritize country over party affiliation, with particular emphasis on the growing number of independents (45% of Americans) rejecting the traditional two-party system.

Book: Courage Can Save US (Bloomsbury, June 9, 2026) — NYT and USA Today bestseller

All author proceeds go to With Honor

Survey: With Honor–Gallup, 3,199 U.S. adults, May 12-22, 2026

Audience can share their own Courage Moment at couragecansaveus.com

With Honor website: withhonor.org

Available wherever books are sold

Amazon Link: https://a.co/d/0aOOJeuG

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/

Doomberg stops by and drops some truth bombs around the cage.

We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/

1. Sanctions Against Russia & Their Ineffectiveness

The hosts discuss Doomberg's article "Treatment Resistant," which argues that sanctions against strong countries like Russia don't work as intended. They compare it to treating cancer—if you don't cure it, it comes back stronger. The EU's strategy of limiting Russian LNG exports while simultaneously importing Russian LNG is highlighted as contradictory and ineffective.

2. EU Censorship & Free Speech Concerns

A significant portion focuses on European overreach in censorship, including a new European Court of Justice ruling that makes it illegal to even quote or critique Russian media. This threatens independent journalists and Substack creators, raising concerns about freedom of speech and the weaponization of sanctions enforcement.

3. Ukraine War & Geopolitical Strategy

The conversation covers the ongoing conflict in Ukraine, including:

Russian refinery damage from drone strikes and its actual impact

The importance of the land corridor to Crimea for Russia

Criticism of endless U.S. military involvement in foreign conflicts

The need for diplomatic talks between Trump, Putin, and Zelensky

4. Energy Markets & Oil Pricing

Discussion of current oil prices (~$68/barrel), refining capacity constraints, and the crack spread differences between Texas ($5) and California ($15). They debate whether oil will drop to $50 and discuss the role of NGLs (natural gas liquids) as an alternative hydrocarbon source.

5. Peak Not Oil & NGL Production

Doomberg presents the thesis that we're not running out of oil—instead, we're transitioning to abundant NGLs (propane, butane, ethane). U.S. NGL production is expected to cross 8 million barrels per day, offering cleaner-burning alternatives.

6. NATO & U.S. Foreign Policy

Critical examination of:

Article 5 obligations (e.g., defending Estonia)

The Jones Act and its impact on energy prices

Why the U.S. should focus on the Western Hemisphere rather than global conflicts

The dangers of nuclear proliferation resulting from military interventions

7. California's Energy Crisis

Discussion of California's regulatory overreach, refinery closures, and how the temporary suspension of the Jones Act has helped provide cheaper energy to the state.

8. Upcoming Doomberg Stories

"Sources and Methods" (Friday) - Examining media bias and how to verify information in an age of AI and deepfakes

"Blue Chips" (Tomorrow) - A gas-to-data project in the Permian involving Chevron, Microsoft, and GE

9. Media Literacy & Propaganda

The hosts emphasize the importance of critical thinking, cross-referencing multiple sources (including alternative media), and understanding that major outlets like the Financial Times have biases and propaganda elements mixed with legitimate reporting.

This episode is essentially a deep dive into energy geopolitics, the failures of Western sanctions policy, and the importance of independent analysis in an increasingly censored information landscape.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Check out The Merchant News Substack: https://themerchantsnews.substack.com/

Follow Jack on X @jackprandelli

Connect with Jack on LinkedIn: https://www.linkedin.com/in/prandelligiacomo/

1. LNG (Liquefied Natural Gas) Supply & Geopolitics

The hosts discuss Shell's report on increasing LNG demand and how the U.S. is positioning itself as the world's most reliable LNG supplier. Key points include:

Damage to Qatar's Ras Lafanne facility (70% production loss) has shifted market dynamics

The U.S. is signing long-term LNG contracts with Asian clients, displacing Qatar

Europe faces competition with Asia for U.S. LNG supplies due to lost Russian gas

This represents a major geopolitical win for the U.S.

2. Critical Minerals & Copper Supply Chain

Extensive discussion on copper's critical role in energy transition and manufacturing:

Copper is essential for AI, green energy, and electrification

China controls over 50% of global copper refining capacity, creating strategic dependency

The U.S. lacks domestic processing infrastructure despite abundant lithium reserves

This supply chain vulnerability gives China significant leverage over Western economies

3. Oil Prices & Trump's Strategy

Analysis of Trump's focus on lowering oil prices before midterm elections:

Discussion of the "crack spread" (refining margin) and why lower crude prices don't immediately translate to lower gas prices

Strategic use of the U.S. Strategic Petroleum Reserve for exports and refining

Comparison with China and India's government pressure on refineries to keep prices low

The importance of reopening the Strait of Hormuz for oil transit

4. India's Rising Oil Demand & Russia-India Partnership

India emerges as a critical player in global energy markets:

India will lead global oil demand growth by 2050

India increasingly imports Russian oil despite sanctions

A strategic partnership is forming where Russia exports crude to Indian refineries, which then supply Russia with refined products

This relationship reduces Russia's dependence on China

5. Geopolitical Realignment & Energy Dominance

Broader discussion of shifting global power dynamics:

The U.S. is reasserting control over South American oil resources (Venezuela, Argentina)

China's strategic oil reserves strategy and patient approach to purchasing

The fragmentation of the world into competing trading blocs (U.S., China, Russia, India, Saudi Arabia)

Soft power and hard power strategies in energy markets

6. California's Energy Crisis & Renewable Failures

A cautionary case study on premature green energy transition:

California's net-zero policies have devastated oil production (from 2,000 wells/year to 17 in 2025)

Refining costs in California ($15/barrel) are 3x higher than Texas ($5/barrel)

California now imports 40-60% of its diesel, jet fuel, and gasoline from Asia

Only 6-7 refineries remain (down from 38), with more slated to close

7. Renewable Energy Reality Check

Critical analysis of the renewable energy transition timeline:

$10.2 trillion spent on wind and solar has only yielded 3% energy gain

Current battery storage technology is insufficient for grid-scale implementation

Nuclear energy is more reliable but faces uranium supply chain concerns

The hosts advocate for lowest-cost, lowest-environmental-impact energy solutions

8. Strategic Energy Independence

Overarching theme about national security:

Energy security must start at home with domestic production

Energy dominance is demonstrated through exports

Over-reliance on foreign supply chains (especially China) creates vulnerabilities

The U.S. should leverage its oil and gas advantages while developing nuclear capacity

The podcast emphasizes that global energy markets are in flux, with the U.S. reasserting dominance, new trading blocs forming, and critical mineral/metal supply chains becoming geopolitical battlegrounds. The hosts argue that premature abandonment of fossil fuels without adequate alternatives is economically and strategically dangerous.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

But the real story goes deeper: it's about uranium enrichment, Russian fuel subscriptions, Arctic shipping routes, and how $10 trillion spent on wind and solar could have transformed the world with nuclear power instead. Land breaks down the uranium fuel cycle, reveals why silver is the hottest commodity on Earth, and challenges conventional wisdom about energy policy,

Canadian leverage and the hidden beneficiaries of decisions like the Keystone XL pipeline cancellation. This is a must-listen for anyone trying to understand the true drivers of energy security, geopolitical power, and why the nuclear renaissance is just beginning.

Connect with Thomas on his LinkedIn: https://www.linkedin.com/in/tdlamb/

Check out Myriad Uranium https://myriaduranium.com/

The podcast opens with an extensive discussion of uranium and the nuclear fuel cycle. Key points include:

• The uranium fuel cycle process (mining, conversion to uranium hexafluoride, enrichment via centrifuges, and fuel pellet creation)
• The distinction between uranium-235 (fissile, 0.7% of mined uranium) and uranium-238 (non-fissile, 99.3%)
• How uranium enrichment levels differ for civilian reactors (3-5%) vs. military/naval applications (higher concentrations)
• The U.S. has 94 active nuclear reactors while China is building dozens of new ones
• Historical context: Three Mile Island (1979) halted U.S. nuclear expansion for decades

• U.S. vs. China: China is winning the AI race partly because it has cheap electricity from nuclear power, while the U.S. lags
• Russia's Nuclear Dominance: Russia exports nuclear reactors and maintains control through fuel bundle subscriptions and maintenance programs
• Germany's Energy Crisis: Germany shut down nuclear plants and coal plants, now relying on Russian gas—allegedly influenced by Russian geopolitical interests
• Energy Security: Control of Arctic shipping routes and LNG flows is critical to global power dynamics

• $10 trillion spent on wind and solar globally could have built 173+ additional nuclear reactors in the U.S. instead
• Discussion of the inefficiency and hidden costs of renewable energy production (coal pollution in China used to manufacture solar panels)
• The argument that nuclear is the most practical clean energy solution

Thomas Land's second company, J2 Metals, operates a silver, gold, and antimony project in Mexico:

• Antimony is the hottest commodity globally, used in defense, advanced weapons, and fire retardants
• Silver has tripled in price due to skyrocketing industrial demand (batteries, solar, servers, electrical equipment)
• Discussion of the gap between paper silver trading and physical silver delivery

• Canada's oil sands are critical to U.S. energy security, yet Canada underutilizes this leverage
• The Keystone XL pipeline debate—Biden cancelled it on day one; speculation that railway companies (particularly Warren Buffett's interests) benefited
• Discussion of Canadian regulatory burden on oil drilling (which produces the cleanest oil in the world)
• Alberta's role in funding Canada vs. the reality that oil prices fluctuate

• Canada prioritizes "peace, order, and good government" vs. the U.S. "pursuit of happiness"
• Canadians have the wealthiest middle class globally and longer life expectancy, though fewer opportunities for extreme wealth
• Discussion of different economic models and regulatory approaches between the two countries

• Arctic control and LNG pipeline politics (Siberia 2 pipeline negotiations)
• The suggestion that Canada should invite U.S. military bases (like Ramstein Air Force Base in Germany) to strengthen ties with the Trump administration
• The importance of not antagonizing the U.S. given Canada's military limitations

The podcast essentially weaves together energy security, geopolitics, mining investments, and international relations, with uranium and silver as the central commodities driving global competition.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance.

Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/

1. Stock Market Performance & Economic Outlook

Paul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include:

Strong company balance sheets and a robust economy

The technology boom (particularly AI) being only in its "second inning"

Upcoming major IPOs (SpaceX, ChatGPT's parent company, Anthropic) absorbing investment capital

Expectation for a strong finish to 2026, with 2027 projected to be even stronger

2. Precious Metals & Alternative Assets

Discussion of gold, silver, and cryptocurrency markets:

Central banks now own more gold than US Treasury holdings (a historic shift)

Silver shortage driven by AI demand

Cryptocurrency experiencing recent drops but viewed as an alternative asset class

Disconnect between paper and physical delivery in commodities markets

3. Oil & Energy Markets

Critical energy security topics:

Volatility in WTI vs. Brent crude pricing

Strait of Hormuz disruptions causing 11.8 million barrels of production shortfall

Strategic oil reserve refilling and pipeline expansion globally

Energy sector positioning as a strong investment for 2027

4. Federal Reserve & Interest Rates

Analysis of monetary policy under new Fed chair Kevin Warsh:

Inflation expected to be "transitory"

Interest rates likely to remain flat through 2026, with potential decreases in 2027

Impact on housing market and consumer economy

Concerns about rising interest rate expenses choking the economy

5. AI & Data Center Infrastructure

Emerging challenge of powering AI growth:

Texas ERCOT facing massive mismatch: 220 GW of planned data centers vs. 84 GW peak capacity

Tech giants (Google, Microsoft) investing in data centers and providing power coupons

Elon Musk's concept of space-based data centers as a future solution

Silver shortage linked to AI semiconductor demand

6. Political & Geopolitical Landscape

Discussion of elections, trade blocks, and international relations:

2026 US elections and political volatility

Emerging trading blocs: net-zero aligned nations vs. energy-security focused nations

Japan's economic challenges with interest rate increases

Canada-US relations and potential realignment

Taiwan's strategic importance

7. Investment Strategy & 401(k) Advice

Practical guidance for investors:

Avoid market timing; stay invested in index funds

60-40 asset allocation recommended for those near retirement

"Buy the dips" strategy has been successful

Inflation hedge necessary for long-term retirement planning

8. Energy Security & Preparedness

Personal preparedness and infrastructure:

Importance of energy independence at home

Solar battery backup systems ($700-800)

Starlink as backup communication and internet infrastructure

Strategic importance of LNG and natural gas going forward

The podcast emphasizes that energy security starts at home and explores how geopolitical shifts, technological innovation, and market dynamics are reshaping investment opportunities and global trade relationships.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We cover 10 Big stories today on the Energy News Beat Stand Up. 

The podcast leads with a major milestone: Secretary Chris Wright approved the Allo-X Critical Test Reactor to reach critical mass. This represents a landmark achievement for U.S. nuclear energy, with hopes to reach criticality before July 4th. The host also mentions other advanced reactors like Tetra's Mark Zero and Valar Atomics' high-temperature gas reactor reaching zero power criticality in Utah.

Extensive discussion of crude oil market fluctuations driven by geopolitical tensions. Jeff Curry (from CNBC) argues that recent price declines are temporary, with underlying market conditions remaining tight. The podcast covers:

• Previously trapped crude being released through the Strait of Hormuz
• Shipping risks and limited operational lanes
• Tanker attacks and captains avoiding the strait
• Predictions of future price spikes due to depleted SPR and Cushing reserves

• Saudi Arabia resuming tanker loadings at Ras Tanura
• Iraq reversing pipeline flows to route crude northward to Turkey
• Iran's declining relevance due to reduced transit fees
• Qatar's LNG challenges and alternative routing around the Strait of Hormuz

Secretary Chris Wright and other officials warn that proposed EU methane regulations could disrupt European oil and gas supply. The host criticizes these regulations as a wealth transfer that increases consumer costs without climate benefits.

Ed Miliband (UK Energy Secretary) vetoed a proposal to increase North Sea oil and gas drilling, despite the UK still relying on 40% natural gas. The host criticizes this as economically counterproductive.

Discussion of refining costs and how California's regulatory overreach creates massive price disparities:

• Texas refineries: $5/barrel to refine gasoline
• California refineries: $15/barrel to refine gasoline
• California drivers pay $2.16 more per gallon than Texas
• California must import 40-60% of gasoline from Asia

Tennessee Valley Authority reports electrical demand is exceeding forecasts due to AI and hyperscaler data centers, forcing massive natural gas expansion. The host emphasizes natural gas won't disappear anytime soon.

New York faces a tightening electricity supply as AI data centers and new manufacturing seek grid connections by 2030—equivalent to the load of an entire New York City. The host criticizes politicians for ignoring the need for 24/7 dispatchable power and the physics of AC grid requirements.

The host calls for the "Save America Act" to ensure legal registered voters in elections, criticizing Senator Thune and broader election integrity issues, particularly in California.

The podcast weaves together energy market realities, geopolitical tensions, regulatory policy, and infrastructure challenges into a comprehensive view of current U.S. energy security concerns.

1.Aalo-X Gets the Approval to Turn On the Aalo-X Critical Test Reactor Secretary Chris Wright Signs the Critical Notice – A Landmark Milestone for U.S. Advanced Nuclear and AI Power

2.Jeff Currie: Oil Market in Surplus Today, But That Tells Us Nothing About Tomorrow

3.Saudi Arabia Starts Loading Tankers at Ras Tanura’s Sea Port

4.Iraq Set to Accelerate Hormuz Bypass

5.Iraq Cuts West Qurna/2 Output Under Force Majeure as Tankers Remain Unavailable

6.U.S., Qatar, Nigeria, and Algeria Warn Proposed E.U. Methane Regulations Could Disrupt Europe’s Oil and Gas Supply

7.Ed Miliband Vetos Plan to Boost Oil Output for Defense Fund

8.Phillips 66 CEO Mark Lashier warned of greater refining and petrochemical earnings volatility from Hormuz disruptions

9.AI Boom Forces Tennessee to Plan Massive Natural Gas Expansion

10.Politicians have broken America’s grids – And Consumers pay the price – Through the nose

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Neil Chatterjee discusses his role as Chief of Government Affairs at Palmetto, a company that democratizes access to clean energy technologies like solar, heat pumps, storage, HVAC systems, and smart meters. The key innovation is their leasing model, which makes these technologies affordable for average Americans by removing the need for large upfront capital investments. Palmetto also provides financing and uses AI to optimize energy efficiency.

The conversation emphasizes how consumers can achieve personal energy independence through behind-the-meter solutions. This addresses rising electricity bills (increasing 230% in some areas due to data centers) and provides protection against grid strain during peak demand periods. The concept of "energy security starts at home" is central to this discussion.

A significant portion focuses on the rapid expansion of data centers in regions like Northern Virginia ("Data Center Alley"). While acknowledging benefits (tax revenue, improved community infrastructure), the hosts discuss the challenges: increased power demand, potential grid strain, and the need for strategic siting in cooler regions with adequate water access. They debate the importance of winning the AI race against China for national security.

Neil advocates for focusing on AI's real-world benefits—curing cancer, improving energy efficiency, optimizing grid management—rather than the controversial narrative about job displacement. He warns that blocking AI through data center moratoriums would only increase costs and exacerbate inequality, as only wealthy entities could afford premium AI services.

The hosts discuss the need for a balanced energy strategy combining fossil fuels (natural gas, coal, oil), renewables (solar, wind), nuclear, and emerging technologies like storage and demand response. They emphasize that the U.S. cannot transition to clean energy without fossil fuels in the near term, particularly in regions like Kentucky and Southwest Virginia.

The Strait of Hormuz blockade is highlighted as a wake-up call about global energy vulnerability. The discussion covers how U.S. LNG exports provide geopolitical advantage to allies and reduce dependence on Middle Eastern oil and Russian gas. However, they caution against trading that dependence for reliance on Chinese critical minerals and components.

Neil critiques how energy policy has become unnecessarily polarized—fossil fuels associated with the political right, clean energy with the left. He proposes a vision where "red supply feeds blue demand": clean energy manufacturing in red states supplies power to population centers in blue states, potentially breaking the political gridlock.

The discussion includes the need for easier permitting to build transmission lines, natural gas pipelines, and grid-enhancing technologies. A Texas grid operator's proposal to approve data center applications in batches (rather than individually) is highlighted as an innovative approach to managing complex infrastructure challenges.

This episode presents a nuanced view of America's energy future, balancing economic growth, technological innovation, energy security, and environmental concerns.

Get more information on Palmetto here: https://palmetto.com/

Connect with Neil on his LinkedIn here: https://www.linkedin.com/in/neil-chatterjee-121127212/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The panel emphasizes America's strategic advantage in energy production, particularly in contrast to struggling regions like Europe and Asia. They discuss how the Iran crisis has highlighted the vital importance of US oil and natural gas production, and how the US is well-positioned compared to other countries facing energy shortages.

A significant focus on natural gas dynamics, including:

• Regional price differences (Permian vs. Western Oklahoma vs. Waha)
• The potential for natural gas to lose its cyclical nature due to new demand sources
• Europe's critical storage situation (at 37% capacity when it should be at 51-61%)
• The arbitrage opportunity between domestic gas prices and LNG export prices (3x to 10x markup)

The panel discusses the emerging data center industry as a major new consumer of natural gas:

• Companies like Chevron, Exxon, Liberty Energy, and EQT entering the hyperscaler space
• Concerns about whether 30% of planned data centers will actually be built
• The importance of proper siting (Texas's approach vs. other states)
• Data centers' indifference to gas prices and their potential to consume 16-18 BCF/day

Discussion of:

• LNG prices in Europe ($16-25 per unit)
• Steve Reese's involvement with American Gas Partners and a $5.5 billion acquisition effort
• The shift from regional to global commodity markets
• Competition between data center demand and LNG export demand for natural gas

Comparison of operating conditions:

• Western Oklahoma emerging as a "boom town" with better economics
• Lower service costs and better workforce quality in Oklahoma
• No seismicity or water disposal issues in Oklahoma
• Permian's shift toward disciplined, shareholder-focused operations

Critical analysis of US SPR management:

• Cushing storage at operational minimum (19.5% capacity)
• Concerns about depleting strategic reserves
• The contrast between US and China's SPR strategies
• Issues with paper vs. physical oil pricing

Discussion of:

• New pipeline construction needs (Transco repositioning)
• Gas routing from Waha to the Gulf Coast
• Stargate data center's infrastructure requirements
• The need for new capacity to handle increased demand

The panel debates:

• The role of wind and solar with proper environmental vetting
• Subsidies and fair competition
• The reliability and predictability of natural gas vs. renewables
• The importance of energy density and fossil fuels' role in modern life

Discussion of nuclear energy's potential but current limitations:

• Still 5-7 years away from commercial viability
• Natural gas turbines remain the most reliable option
• Potential use of military boneyard jet turbines as a solution

Commentary on:

• The Trump administration's energy policies
• Concerns about voting fraud and political dysfunction
• Senator Ted Cruz's support for oil and gas
• Criticism of subsidies and calls for level playing field competition
• The need to maintain oil prices around $75/barrel

Reese Energy Consulting's expansion of:

• Online Natural Gas Basics 101 course
• Re-synergy training programs
• Preparing workers for industry transitions

Kirk Edwards' emphasis on:

• Discipline in drilling operations
• Shareholder returns over debt accumulation
• The importance of field experience vs. private equity management
• Proper site selection for data centers and other infrastructure

The podcast presents a bullish outlook on US energy, particularly natural gas, driven by new demand from data centers and LNG exports, while emphasizing the need for proper policy support and infrastructure investment.

Connect with Steve Reese on his LinkedIn here: https://www.linkedin.com/in/steve-reese-185a86/

Connect with Kirk Edwards on his LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/

Connect with Kimberly Page on her LinkedIn here: https://www.linkedin.com/in/kimberly-page/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Connect with Joe on his LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/

Follow Joe on X here: https://x.com/JoeRaia5

Check out Abaxx Exchange information here: https://abaxx.exchange/

The core focus is on ABEX's innovative physically deliverable LNG futures contracts. Joe Rea explains how these contracts are unique because they price actual waterborne LNG molecules rather than using proxy benchmarks like Henry Hub or Brent crude oil. The contracts cover three key regions: Gulf of Mexico (FOB), DES North Pacific Asia, and Northwest Europe. This addresses a major gap in the market where there was no transparent, regulated pricing instrument for LNG.

A significant discussion centers on why traditional pricing proxies fail for LNG. Henry Hub has remained at $3 for 15 years while waterborne LNG ranges from $11-15, and Brent crude oil has no correlation to delivered LNG in Asia. ABEX's contracts provide proper pricing correlation, which is critical for midstream suppliers to get fair value for their molecules.

The conversation covers Europe's energy crisis following Russia's invasion of Ukraine, the shift from long-term contracts (40-50% of the market) to spot and shorter-term contracts, and the EU's struggle to refill natural gas reserves to 85-90% capacity. There's also discussion of Russia's new icebreaker LNG carriers and potential sanctions implications.

Topics include the U.S. becoming the world's largest LNG producer, with 200 MTPA coming online this year. There's discussion of floating LNG terminals (FSRUs) as faster alternatives to building permanent facilities, and potential expansion in the Middle East with pipelines connecting to floating LNG infrastructure.

Abaxx has expanded beyond energy into metals, launching gold and silver futures contracts with physical delivery capabilities in Singapore vaults. The silver contract has been particularly successful, and these contracts address logistical issues that previously plagued gold trading between London and New York.

A major theme is energy security, including discussions of the Jones Act, U.S. tanker capacity, and the importance of American-flagged vessels. The conversation highlights how a 60-day Jones Act waiver resulted in more U.S. energy exports to Puerto Rico in 2 months than in the previous 20 years, and the need to rebuild U.S. shipbuilding capacity.

Discussion of Middle East pipeline infrastructure (Saudi Arabia's East-West pipeline, UAE expansion, Kuwait's plans), Iran's territorial claims, and how geopolitical tensions affect energy markets and shipping routes through critical chokepoints like the Panama Canal and Strait of Hormuz.

Abaxx's integration with major pricing platforms like Refinitiv, Bloomberg, and TradingView to make pricing data accessible globally. The conversation emphasizes the importance of having standardized, transparent pricing that can be referenced in trading agreements.

This episode essentially showcases how ABEX is revolutionizing commodity trading by creating transparent, physically backed futures markets that better serve the global energy and metals industries.

Thank you, Joe, for your service in the United States Merchant Fleet as a Captain and for your continued service in helping balance the markets.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Make no mistake, time will tell if the Strait of Hormuz is open, but do not underestimate the importance that the Bank of London and Lloyds of London play in opening the Strait of Hormuz. They want the war to continue, and are not happy if the war ends.

As we hit Operational Bottoms for oil storage in the US it is a real problem, and President Trump ran out of time. I think that he has a plan and will get it done, but it will be done after the midterms.

President Trump at the G7 has had some major impacts on the news cycle.

The podcast opens with the critical issue that Cushing—the "pipeline crossroads of the world"—has hit operational tank bottoms with only ~21.64 million barrels of crude. This is a major concern because refineries may not be able to access the oil they need, and the situation could spike oil prices. Cushing is the primary delivery and pricing point for WTI (West Texas Intermediate) futures.

• Strait of Hormuz concerns: 20% of the world's oil passes through this strait, creating vulnerability to disruptions
• Iran's actions: Iran has pulled the trigger on controlling the strait, prompting neighboring Gulf states to seek alternative routes
• Tanker movements: Iranian super tankers are slipping through blockades, with 6 million barrels already moved (likely to China)

The UAE is accelerating plans to bypass the Strait of Hormuz entirely by expanding pipelines from 1.7 to over 5 million barrels per day, with potential floating LNG terminals planned for the Gulf of Oman.

• Saudi Arabia's east-west pipeline to the Red Sea (pumping ~7 million barrels/day)
• Plans to bypass the Suez Canal through the Mediterranean
• Iraq's threat to close the Bab el-Mandeb Strait, forcing reliance on pipelines

Qatar is preparing to restart LNG exports with tankers already positioned, which is critical for Europe's natural gas supply (especially as they lag behind in summer refilling).

• Severe equipment shortage with power transformer lead times reaching 128 weeks (2.5 years)
• Some special orders taking up to 4 years
• New transformer facilities being built (Hitachi in Virginia by 2028, Siemens in North Carolina)
• Recommendation for homeowners to invest in solar panels and off-grid capabilities

• Refinery closures: Only 7 refineries remain in California; losing one would spike gasoline, diesel, and jet fuel prices
• High-speed rail project: Ballooned from $9.9 billion to $231 billion with companies relocating to Morocco due to regulatory burden
• Port congestion: LA and Long Beach ports handling massive container volumes

• Morgan Stanley lowered Brent crude forecasts to $90 in Q3 and $80 in Q4
• Current prices: WTI at ~$76-77, Brent at ~$79.58, Natural gas at $3.16

Discussion of potential AI bubble concerns and the need for grid validation tools before implementation.

The Trump administration is working to reverse decades of intentional deindustrialization, though the process faces challenges.

The podcast emphasizes that energy markets are at critical junctures with geopolitical tensions, infrastructure constraints, and strategic repositioning reshaping global oil and gas flows.

1.Cushing, Oklahoma Oil Storage Hits Tank Bottom: Implications for Energy Markets, Consumers, and Investors

2.Pain at the Pump: Can It Heal or Curse the Trump Administration?

3.UAE is moving on plans to never use the Strait of Hormuz

4.Qatar Returns Tankers in Preparation for Restarting LNG Exports

5.Iranian Supertanker Slips Out of Chabahar, Crossing US Blockade as Tehran Moves Oil Ahead of Friday Deal Approvals

6.Qatar Plans to Rapidly Restart LNG Output After Hormuz Opens – How will this impact Europe?

7.Banks Slash Oil Price Forecasts After U.S.-Iran Breakthrough

8.US Grid Equipment Shortage Deepens Impacting Repairs and New Installations

9.Another California refinery closure will threaten national and global economies

10.California High-Speed Rail project soars to $231 Billion – “We left to work in Morocco as it is a better work enviornment”

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We have Mike Ariza, a downstream expert, who has been on the podcast several times. A great resource for boots-on-the-ground information on the California downstream market. Connect with Mike on his X account. @MikeAriza4531

Also, we had Joseph Huitt, who is with the Bordin-Huitt California Almond Ranch. Check out their family products for honey and specialty almonds at https://bhalmondranch.com/

Mike Ariza, an energy expert, explains that California has become dangerously dependent on fuel imports (40% dependent). Two major refineries were converted to renewable diesel in 2023, taking 350,000 barrels of crude oil processing offline. This resulted in no gasoline or jet fuel production from those facilities. The Iranian conflict further disrupted supply chains, cutting off jet fuel, diesel, and gasoline shipments from Asian refineries. President Trump's waiver of the Jones Act allowed fuel from Gulf Coast refineries to reach California, preventing potential $10+ gasoline prices and shortages.

Joseph from Borden Hewitt Ranch discusses the severe economic pressures on family farms:

• Red Diesel prices skyrocketed from $3.17/gallon in February to $4.79-$6.60/gallon by March
• Fertilizer costs doubled from $300-$500/acre to $400-$700/acre due to Strait of Hormones closure
• Almond prices have remained below the $2/pound break-even point for five years
• Payment delays: Farmers receive paychecks every 3-4 months, not weekly, creating cash flow challenges

Joseph describes severe water restrictions in California's San Joaquin Valley, where farmers are prohibited from irrigating during peak heat seasons (June-July) despite canals being full. Banks only finance half the land value due to water limitations, effectively halving farm viability.

• EPA regulations prevent farmers from repairing their own equipment without manufacturer access
• A diesel mechanic was jailed for helping farmers and truckers repair engines
• Software restrictions: Farmers can't access tractor software updates, limiting their ability to fix equipment independently
• Tuning restrictions: Rice farmers need extra horsepower to navigate clay fields but face penalties if caught modifying engines

Discussion about restrictive seed contracts where farmers must purchase new seeds annually and cannot replant saved seeds from previous years, creating ongoing dependency on seed companies.

Multiple taxes burden California farmers:

• Cap and Invest (called "Theft and Invest")
• Road taxes
• 37 cents for bullet train funding
• 80 cents for other state initiatives These taxes are passed directly to consumers through higher food prices.

If California loses refinery capacity, diesel shortages would collapse logistics, resulting in:

• Only 3-5 days of food supply in metropolitan areas
• Port of Los Angeles unable to operate
• Food distribution across the entire country disrupted (LA is the largest food importer during winter)

Joseph, at 25 years old, represents the challenge facing young farmers. While passionate about farming, he's pursuing a master's degree in biological science (studying avian influenza) because farming alone cannot support a family. His mother advised all children to pursue other careers while farming as a side activity—a common reality for modern family farms.

Overall Theme: The podcast highlights how interconnected energy, agriculture, and regulatory policy are in California, and how state policies are making it increasingly impossible for family farms to survive while threatening regional and national food security.

Hat tip to the Great John Rich for being named the Special Envoy to Farmers for the USDA. We have reached out to him to see about getting him on the podcast.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.

As David and I were signing on to film the podcast, President Trump called off the strikes to take Kharg Island, and I am hoping this is to reposition assets and give some surprise to their capture. The oil markets dropped to $87. 94 for WTI, and this brings up the Paper trading versus the Physical delivery price of $140.

The hosts extensively discuss U.S.-Iran tensions, focusing on President Trump’s shifting positions on military strikes and seizing Cargo Island. They analyze three phases of military action: (1) stabilizing oil prices by moving ships through the Strait of Hormuz, (2) degrading Iran’s military capabilities, and (3) direct action inside Iran. A key point is that without “Venezuelan-style controls” on Iran’s oil exports, hostile actors could profit significantly.

The podcast explores why physical oil prices exceed $140 while futures trade below $100. Key factors include China’s reduced crude imports (4 million barrels/day reduction), alternative export routes bypassing the Strait of Hormuz (7-10 million barrels/day), and tanker truck alternatives. Critically, they warn that the U.S. SPR is dangerously low—only 6.1 weeks away from the safe operational level of 300 million barrels.

Multiple countries are building alternatives to the Strait of Hormuz to reduce Iran’s leverage. Kuwait is negotiating pipelines with Saudi Arabia and UAE. Japan signed a major LNG deal. This reflects a broader theme: the world is reducing dependence on chokepoints Iran controls.

Governor Abbott’s directive requires data centers in Texas to fund their own electrical infrastructure, protecting the grid. Texas is becoming the data center capital (second only to Virginia), with massive natural gas reserves in the Permian Basin to support expansion.

Kendra Morgan’s Gulf Express pipeline expansion will come online soon, preventing flaring and enabling 4.5 BCF of new Permian outbound capacity by 2026—a significant development for energy markets.

The world’s 65 largest banks invested $906 billion in fossil fuels in 2025, with the Iran conflict expected to escalate exploration, production, and energy security spending. The ordering of 250 supertankers signals long-term confidence in oil demand.

We express frustration with President Trump’s inconsistent messaging on Iran policy and criticize Congress for its lack of support, calling for primary challenges against most incumbents.

All of these stories are on the Energy News Beat website - the World's Best Podcast Show Notes.

1.Trump: US Will 'Assume Total Control' Of Iran's Oil Infrastructure

2.President Trump Announces Plans to Strike Iran Again and Take Control of Kharg Island, Echoing Venezuelan-Style Oil Controls

3.Why Oil Is Still Below $100 a Barrel When Physical Oil Is Over $140

4.The Tale of Two SPRs and Different Uses: US and China Navigate the Iran War Supply Shock

5.Full Story on the Downed Apache – Part of Getting 22 Tankers through the Gulf

6.Kuwait Oil Chief Seeks Pipeline Alternatives to Skirt Hormuz

7.Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz

8.Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs

9.Kinder Morgan’s Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices

10.World’s 65 Biggest Banks Pumped $906 Billion Into Fossil Fuels in 2025. The Iran War will escalate exploration and production, pipelines, and energy security spending and financing.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Rey Trevino, Pecos Operating Company, and Podcast host for the Crude Truth stopped by the Energy News Beat Podcast. We had a blast filming at the Petroleum Club in Downtown Fort Worth. Hat tip to all of the great people at the Petroleum Club, making it a great place to have business meetings.

Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/

Also, Pecos Operating Website: https://pecosoperating.com/

1. Strait of Hormuz & Global Oil Supply

The hosts extensively discuss the critical importance of the Strait of Hormuz, through which 20% of the world's oil passes. They explore the geopolitical tensions affecting oil shipments, insurance challenges, and the impact on global energy markets. The conversation touches on Iran's role, potential nuclear concerns, and how these factors are keeping the strait effectively closed despite not being physically blocked.

2. Paper vs. Physical Oil Prices

A significant focus is placed on the divergence between paper oil prices (set by Wall Street traders based on market sentiment) and physical oil prices (actual tanker sales to refineries). The hosts note a $25-50 per barrel gap, with physical prices significantly higher—indicating potential market instability and currency devaluation concerns.

3. California's Energy Crisis & Net Zero Policies

The podcast criticizes California's aggressive net-zero policies, which are driving energy costs to unsustainable levels. They highlight how California has become an "energy island" with sky-high electricity and fuel prices, yet continues doubling down on restrictive policies. The hosts contrast this with Texas's regulatory environment and economic success.

4. Texas vs. California: Regulatory & Economic Comparison

A key theme is the stark difference between the two states—Texas has a $24 billion surplus due to oil and gas production, while California faces a $24 billion deficit due to regulatory burdens. This $50 billion swing illustrates the economic impact of energy policy.

5. U.S. Oil Production & Refining Capacity

The hosts discuss America's leading position as the world's largest oil producer (~14 million barrels/day), but highlight a critical gap: the U.S. lacks sufficient refining capacity. They mention a new refinery in Brownsville, Texas that will process 250,000 barrels/day—still less than 5% of total U.S. production.

6. Maritime Industry & Icebreaker Ships

Discussion of revitalizing the U.S. maritime industry through the Shipping Act, including a multi-billion dollar contract to build U.S. Coast Guard icebreakers in Galveston—important for Arctic oil exploration and national security.

7. Dark Fleet & Sanctions Evasion

The hosts detail the "dark fleet" of ~1,583 tankers (750 Russian, 320 Iranian) used to circumvent sanctions, with ships turning off transponders to avoid detection. This represents a significant challenge to global energy security and sanctions enforcement.

8. Insurance & Lloyd's of London

Questions are raised about Lloyd's of London's role in restricting tanker movement through the Strait of Hormuz, with speculation about potential coordination with Iran. The hosts contrast this with alternative insurance options like Chubb.

9. Oil & Gas Investment & Tax Incentives

The importance of active tax deductions for oil and gas exploration is emphasized, noting that 50% of U.S. oil production comes from privately held companies—a unique advantage that no other country offers.

10. Future Oil Price Predictions

The hosts predict oil prices will remain elevated (around $60-120/barrel) for at least 90 days, with potential short-term spikes if the Strait of Hormuz situation escalates, driven by ongoing geopolitical tensions and the need for capital investment in declining oil fields.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

I am going to just be brutally honest for a moment, and say that I have been for totally repealing the Jones Act for years. After my discussion with Dr. Canamery, my opinion has shifted toward more of a "let's get the problem solved and leave the Jones Act in place long-term" stance.

But we need a plan to get to a balance.

Dr. Canamary has a new book coming out, and we will be getting an interview lined up. Connect with Beatriz on her LinkedIn here: https://www.linkedin.com/in/beatrizcanamary/

The core focus is rebuilding America's shipbuilding capacity. The U.S. currently represents only 0.4% of global ship production (down from over 50% post-WWII), while China dominates with 60% and South Korea adds another 20%. The discussion emphasizes the need for strategic investment in shipyards, workforce development, and creating predictable cargo demand to justify shipbuilding expansion.

Energy exports (oil and LNG) are central to U.S. dominance, but they're currently transported on international vessels rather than U.S.-flagged ships. The podcast explores how securing cargo on American vessels strengthens both energy security and the maritime industry. The Strait of Hormuz crisis is cited as a wake-up call about supply chain vulnerabilities.

Eight major maritime choke points (Strait of Hormuz, Red Sea/Houthis, Strait of Malacca, etc.) are contested and sometimes weaponized. Insurance companies can effectively shut down shipping by canceling coverage, as Lloyd's of London did during the Iran strike. The discussion highlights the need for U.S. insurance alternatives and control over critical passages.

Nuclear propulsion for ships and floating nuclear power plants are presented as innovation differentiators for the U.S. The ABS (American Bureau of Shipping) has frameworks for approving nuclear projects, and companies like Nano Nuclear are developing micro-reactors designed for maritime use. Nuclear is positioned as cleaner than traditional fuel oil and a competitive advantage.

A new IMO (International Maritime Organization) framework for autonomous commercial ships was recently approved, with a mandatory code coming in 2032. The U.S. is positioned to compete through innovation in automation, AI, and autonomous vessels rather than on cost—since labor-intensive competition with China/Korea is unwinnable.

The U.S. should develop regional maritime clusters (similar to Europe's model) with specialized capabilities—some regions for tankers, others for icebreakers, etc. The American Maritime Industrial Coalition is mapping supply chains and regional expertise to accelerate production.

Strategic trade agreements with U.S. allies can secure cargo flows through American ports on U.S.-flagged vessels, creating demand signals for shipbuilding without direct government subsidies. This creates a win-win for allies seeking energy independence.

A bipartisan bill with 126+ seats of support, expected to pass by year-end. It includes tax incentives and supports the broader maritime revitalization strategy outlined in the National Security Strategy and Maritime Action Plan.

The podcast discusses emerging energy-based trading blocs, China's port dominance (129 ports globally), and concerns about China's influence in South America (Peru, Brazil). It also touches on the Monroe Doctrine and regional security in the Western Hemisphere.

Dr. Canamari's forthcoming book explores ports as intelligence hubs, infrastructure assets, and strategic military/trade assets. The discussion covers climate resilience, digital twins, automation, and how ports are increasingly weaponized in global trade wars.

This is a comprehensive discussion of how maritime infrastructure, energy, innovation, and geopolitics intersect to shape U.S. competitiveness and national security.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Make no mistake, the global energy, oil, and gas markets have changed permanently.

The hosts explore Iran’s potential permanent control over the Strait of Hormuz and what this means for global energy markets. The key insight is that while many assume this would drive oil prices higher, the real issue is about sanctions and U.S. dollar hegemony—Iran would need sanctions lifted to collect tolls, which threatens the dollar’s position in the global financial system. Long-term, alternative pipelines and infrastructure will mitigate any supply disruptions.

A major focus is on how the Western Hemisphere (particularly the U.S. and Canada) is becoming an energy powerhouse through:

• Natural gas production and LNG exports (growing from near-zero to ~30 BCF/day by decade’s end)
• Oil development in Argentina (Vaca Marta), Guyana, Venezuela, and Brazil
• Pipeline infrastructure like Mountain Valley Pipeline
• The concept of “energy security starts at home” and exporting energy as a display of dominance

While Qatar supplies 20% of global LNG, the real story is helium—Qatar controls about a third of the global helium market. Helium is critical for semiconductors and MRIs, and there’s no easy replacement. Recent attacks have disrupted Qatar’s production.

The hosts discuss:

• The SpaceX IPO as a potential “top of the Ponzi cycle” with a $1.75 trillion valuation
• How AI is simultaneously a transformative technology AND a massive bubble (like railroads and the internet before it)
• The importance of AI validation and verification—AI without accountability wastes money
• How companies must be built with AI at their core to survive; large legacy companies may struggle to adapt

Practical discussion on:

• How AI can eliminate inefficiencies (e.g., reducing invoice processing from 2 months to 2 minutes)
• The need for human oversight and “AI-aware” workers vs. “AI-ignorant” ones
• Authentic human content creation remaining valuable in an AI-saturated world
• How small, lean businesses with owner mentality adapt faster than bloated corporations

The hosts predict a shift toward new trading blocks: the U.S., India, Russia, Saudi Arabia, UAE, China, and Japan forming alternative economic structures, with the EU and UK potentially falling behind.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Kim Farrington, a candidate for the U.S. Senate in Virginia, stopped by the EnergyNews Beat Podcast to discuss her campaign strategy of listening to Virginia voters and addressing their concerns.

Wow, I had a lot of fun visiting with Kim, and she hit all of the right marks on the Podcast. She supports the 2nd Amendment and America First, and has put about 49,000 miles on her car, driving around Virginia to listen and gather feedback on policies, waste, and energy.

Her experience in accounting and in managing large federal budgets, while ensuring audits pass, is extensive.

She highlighted her experience in the federal government, including her work as a chief financial officer, and her plans to tackle fraud and inefficiencies if elected. Farrington expressed support for President Trump's agenda and the importance of putting America first.

She also shared her views on energy policy, emphasizing the need for data-driven decision-making and accountability in renewable energy.

We have offered to help with energy policies and get information for her campaign, as she is data-driven. That was one of the key points that hit me today. She loves data and wants to curb waste and fraud.

Please reach out to Kim at the Campaign website to donate or contact her office. https://kimforvirginia.com/

Kim Farrington is running as a candidate for U.S. Senate in Virginia to replace Mark Warner. She emphasizes her extensive listening tour (19 months, 48,000+ miles) where she engages directly with Virginia voters to understand their concerns and propose data-driven solutions.

A central theme of her campaign is combating fraud and waste in federal government. With 33 years of federal service experience, Kim claims to have identified over $236 billion in fraud and inefficiencies and aims to write legislation to recover these funds for taxpayers.

Extensive discussion on Virginia's energy mix (56% natural gas, 26% nuclear, 8% solar, 3.4% coal, etc.) and the challenges of renewable energy integration. Key points include:

• Wind and solar subsidies and their true costs to consumers
• Grid resiliency and the need for proper data on renewable performance
• The importance of nuclear energy as clean, reliable baseload power
• Environmental liabilities from wind and solar farms (estimated $89 billion)

Kim's strong support for the Second Amendment (influenced by her Texas parents who owned a gun store) and her alignment with President Trump's agenda on constitutional issues.

Support for the SAVE Act to protect voting through internal controls, auditability, and accountability in election processes.

Kim's commitment to consulting experts and relying on data rather than ideology when making policy decisions, particularly regarding energy, data centers, and government spending.

Emphasis on "America First" principles and support for President Trump's anti-fraud task force and cabinet appointments.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Connect with David on his SubStack: https://blackmon.substack.com/

• West Texas Data Center Project: A Forbes story about a responsible data center development near Fort Stockton that addresses activist concerns through sustainable practices (minimal water usage, closed-circuit cooling, local hiring, onsite housing)
• Data Centers Moving to Unincorporated Areas: Developers are shifting massive data centers to rural, unincorporated areas to avoid citizen decision impacts and regulatory hurdles
• Grid Interconnection Challenges: Texas ERCOT is grappling with 410 gigawatts of large load interconnection requests, 87% from data centers

• New Mexico's Dominance: Lea and Eddy counties account for 78% of onshore federal oil production, representing 14% of total U.S. onshore production
• Federal Lands Significance: 29% of total U.S. production comes from federal lands and the Gulf of Mexico
• Trump Administration's Role: Companies stockpiled federal leases during the first Trump administration, allowing continued drilling during Biden's lease sale moratorium

• The SPR is being drained at record pace and approaching "deadpool" (critical minimum levels)
• Current levels around 365-378 million barrels, with projections to hit deadpool by August
• California facing severe refined product shortages (jet fuel, diesel)

• Climate Lawfare: Democratic state attorneys general sued the Trump administration over ending offshore wind projects
• Financial Impact: $2 trillion spent on net zero pathways, including $690 billion on renewables, with only 3% energy gains
• Comparison: $10 trillion could build 267 nuclear reactors instead of wind/solar
• California's CARB Program: Gavin Newsom expanded emissions regulations despite energy challenges

• U.S. crude refiners pushing runs to maximum levels, creating safety concerns
• Skipping periodic maintenance to meet demand increases risk of incidents
• Valero stock performance highlighted as investment opportunity

• Iran Strikes: Iran's Revolutionary Guard striking targets in the Gulf, including Kuwait's airport
• LNG Tanker Concerns: Multiple LNG tankers going dark (transponders off) in the Persian Gulf, raising security concerns
• Risk of Escalation: Potential for major price spikes if geopolitical tensions worsen

• Discussion of the Jones Act and its impact on shipping efficiency
• Upcoming interview with maritime expert Dr. Beatrice Canamara about alternative solutions
• $5 billion Texas shipyard upgrade for Coast Guard Icebreakers

• Debate over data center development on farmland vs. renewable energy installations
• Wind and solar farms permanently damage agricultural land through chemical leaching and deep foundations
• $89 billion land reclamation fee coming due for renewable installations

The podcast presents a comprehensive energy news briefing with emphasis on the intersection of energy policy, geopolitics, environmental concerns, and economic impacts.

We had 8 big stories today: 1.West Texas Data Center Project Addresses Activist Concerns Head-On

2.Unprecedented Dominance: Two NM Counties Account For 78% of Onshore Federal Oil Production

3.Data Centers Are Moving to Unincorporated Areas to Avoid Citizen Decision Impacts – Energy News Beat Exclusive Analysis

4.State Attorneys General Sue Trump Administration Over Payment Ending Offshore Wind ProjectsHow Much Has Climate Lawfare Cost US Consumers?

5.SPR Draw Down at Critical Levels and May Surpass the Biden Abuse

6.US Crude Refiners Are Pushing Run Rates to Maximum Levels: Safety Concerns, Maintenance Trade-offs, Export Boom, and Investor Implications

7.Iranian Strikes in the Gulf Raise Stakes for Gulf States

8.Vitol Says Europe and US Aren’t Facing Up to Oil Supply Crunch: How Will This Rubber Band Snap Impact Consumers and Investors?

Thank you, Todd, for your great industry leadership.

We have some great interviews lined up next week.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Todd Royal is an author, a true Nuclear expert, and a great friend of the Energy News Beat Podcast. I had an absolute blast visiting with Todd, and we covered a lot of great topics. Being in the rapital raising business for nuclear is an outstanding part of our Energy Dominance requirements. We need modular nuclear, mines, and critical minerals.

Todd is an outstanding energy resource and industry leader. I recommend connecting with him https://www.linkedin.com/in/172466/



The hosts emphasize nuclear energy as the most viable solution to meet growing electricity demands, particularly for AI data centers. They highlight nuclear’s exceptional capacity factor (95%+), reliability, and ability to run continuously—far superior to renewables. The discussion includes the reopening of Three Mile Island and the potential to restart 20 of the 94 U.S. reactors.

A significant focus on the massive electricity demands of AI data centers and the challenges they create. The conversation explores the tension between needing this infrastructure and concerns about farmland usage, grid strain, and rising electricity costs. They discuss potential solutions like revenue-sharing models similar to oil royalties.

The speakers critique what they call “climate orthodoxy”—the ideological push for renewables and net-zero policies that they argue have harmed economies. They discuss how Democratic-led states have higher electricity costs (38% higher) and how climate policies have destroyed economies in Europe, California, and other regions.

A detailed comparison of levelized costs of electricity (LCOE) and total cost of electricity, arguing that renewables require expensive backup systems and storage. They propose that $10 trillion spent on wind and solar could have built 2,000 nuclear reactors instead, providing clean, reliable baseload power.

Discussion of global energy security, including LNG exports, the Strait of Hormuz, and Europe’s energy crisis. They argue that energy dominance and security should start at home through reliable domestic power generation.

The hosts contend that the real obstacles to nuclear expansion aren’t technical or financial, but political—including the NRC’s historical anti-nuclear stance, environmental regulations, and permitting delays that make projects expensive and slow.

They challenge mainstream climate narratives, citing scientists like Roger Pielke Jr. and Judith Curry, and reference the UN’s recent acknowledgment that climate change may not be as catastrophic as previously claimed. They discuss data manipulation allegations and the RCP 8.5 climate model controversy.

The conversation ties energy costs to broader economic issues like inflation, housing shortages, and manufacturing costs. They argue that cheap, abundant nuclear power could reduce inflation and boost economic growth.

Discussion of organized opposition to data centers funded by billionaires and NGOs, which has halted $152 billion in economic activity. They explore the need for better communication and compromise between tech companies and local communities.

Recommendations include passing the SAVE Act, implementing revenue-sharing agreements for data centers, building power plants dedicated to data centers, and reforming carbon markets and subsidies.

The podcast presents a pro-nuclear, skeptical-of-renewables perspective on energy policy and its economic implications.

Thank you, Todd, for your great industry leadership.

We have some great interviews lined up next week.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The deal has no signatures, and we are running low on oil, gas, and diesel inventory levels within weeks.

The podcast opens with discussion of a pending Iran peace deal involving a 60-day memorandum of understanding (MOU) to extend a ceasefire and restart negotiations on Iran's nuclear program. Key concerns include whether Iran can be trusted, control of the Strait of Hormuz, and conflicting narratives between Iran and the Trump administration about shipping restrictions.

• WTI crude at $89 and Brent at $94.82
• Analysis of why oil prices dropped despite the unsigned Iran deal
• Discussion of inventory levels running critically low, with predictions that prices could spike to $150-160 for Brent and $110 for WTI once inventories hit bottom
• The role of Strategic Petroleum Reserve (SPR) releases in mitigating price increases

Coverage of commercial shipping through the critical chokepoint, including VLCC (Very Large Crude Carriers) and LNG tankers heading to China and India, with concerns that only 2 tankers passing through versus the normal 20 per day signals serious disruption.

Discussion of China drawing down its strategic reserves and the potential shock when China returns to buying oil again—potentially driving prices significantly higher due to the current 9 million barrels per day supply deficit.

Germany's power prices surged over 30% due to high demand and low wind speeds, highlighting the vulnerabilities of renewable energy dependence. The podcast criticizes the unreliability of wind and solar and questions Germany's ability to meet its 80% renewables target by 2030.

Russia and Kazakhstan signed agreements for Russia to finance and build Kazakhstan's first nuclear power plant, with Russia providing 85% of project financing—presented as a model for energy security and dominance.

For the first time, crude oil from the U.S. Strategic Petroleum Reserve is being shipped to California (460,000 barrels to Chevron's Richmond refinery), enabled by President Trump's 60-day Jones Act waiver.

Critical supply shortages in aluminum with inventories at dangerous levels, affecting manufacturing and presenting investment opportunities. Key companies mentioned: Alcoa, Century Aluminum, Kaiser Aluminum, and Rio Tinto.

Europe's gas storage sits 55 points below required levels for winter, with reliance on Qatar and other LNG suppliers facing their own production challenges. This threatens European manufacturing and industrial competitiveness.

Russia is capitalizing on elevated global oil prices by boosting crude flows to India, with Indian imports jumping 70%.

• Energy security and dominance through exports
• The impact of geopolitical tensions on global energy markets
• Criticisms of green energy policies and their economic consequences
• The importance of oil and gas investment and infrastructure
• Political messaging about energy policy differences between states

All stories can be found on https://energynewsbeat.co/

1.Iran Peace Deal Pending President Trump Approval – And it was not approved by the IRGC

2.Who is Telling The Truth on Control for the Strait of Hormuz?

3.Two VLCC Tankers and Two LNG Tankers Pass Through the Strait of Hormuz en Route to China and India

4.The Next Energy Shock Could Be China’s Return to the Oil and Gas Market

5.Germany’s Power Prices Soar Over 30% on High Demand and Low Wind Speeds

6.Russia and Kazakhstan Sign Nuclear Power and Currency Swap Deals as Putin Visits Astana

7.Oil from US Emergency Reserves Heads to California for the First Time, Kpler Says

8.Aluminum Market Facing Prolonged Supply Outage. What does this mean for consumers and investors?

9.Europe’s Gas Crisis Just Repriced 8 Of My 12 Positions – The Merchant’s News

10.Russia Boosting Crude Flows as India Imports Jump 70% Since Feb

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We highly recommend following Wasif on his LinkedIn https://www.linkedin.com/in/wasiflatif/, and check out Sarmaya Partners https://sarmayapartners.com/

The podcast opens with the central theme that the world is returning to tangible assets—commodities, real assets, and energy. Wasif Latif argues this is a multi-year secular trend that began in 2021, driven by inflationary pressures and geopolitical events. He believes we're in the early innings of a commodity super cycle that will last several years.

A major focus is the closure of the Strait of Hormuz and its cascading effects on global oil supply. The hosts discuss how this disruption has taken 10-20% of global oil supply offline, creating supply shocks similar to the 1970s. They explore how this affects different regions differently—the U.S. is relatively insulated (only 2% of oil comes from the Strait), while Asia faces acute challenges.

The podcast emphasizes that global oil demand continues to rise as developing nations grow economically, but investment in new oil exploration and production has stalled. They cite a $1-3 trillion shortfall in exploration spending needed to meet future demand. Oil prices may need to reach $100+ per barrel to justify new investment.

Discussion of America's shale revolution and recent developments like the new refinery in Brownsville, Texas (coming 2027) designed to process light sweet crude. The U.S. has increased production from 8 to 13 million barrels per day over a decade, but refining capacity remains a constraint.

The hosts warn of a potential stagflationary environment—where the economy stagnates while inflation remains high. They compare current inflation trends to the 1970s, noting that recent CPI and PPI data show concerning spikes. Unlike the 1970s, gas lines are unlikely due to improved energy efficiency, but widespread price increases across goods are expected.

Discussion of coordinated global SPR releases as a stopgap measure to dampen oil prices. However, these are temporary solutions that buy time but don't provide permanent protection. The hosts note that countries like Japan, Korea, and India will likely rebuild their SPRs, creating additional future demand.

Natural gas is positioned as a key transitional energy source, especially for data centers and AI infrastructure seeking low-carbon alternatives. The podcast explores how U.S. natural gas prices could converge with global prices as LNG export capacity expands, similar to how Brent and WTI oil prices have converged.

While Western nations have reduced coal usage, China and India continue heavy reliance on it as part of an "all-of-the-above" energy strategy. Germany's energy policy mistakes (shutting nuclear and coal, relying on Russian gas) are highlighted as a cautionary tale.

Gold is analyzed as a beneficiary of both geopolitical tensions and sovereign debt pressures. The podcast argues that governments facing high debt levels will choose to protect bond markets over currencies, leading to currency depreciation and gold appreciation. Historical comparisons show gold's current bull market is still in early innings.

Discussion of Japan's bond market challenges and the "widow maker" trade. The hosts warn that if the Bank of Japan raises rates to combat inflation, it could trigger a yen appreciation that unwinds the massive yen carry trade, potentially causing a global equity market selloff.

Silver is highlighted as both a precious metal and critical industrial commodity for chips, solar panels, and AI infrastructure. Physical demand for silver is outpacing supply, with industrial companies now procuring directly from mining companies, suggesting the physical market will eventually drive prices higher.

The podcast discusses ongoing negotiations between the U.S., China, and Iran regarding the Strait of Hormuz. President Xi's statement about wanting the strait open without tolls is seen as positive. The hosts note that equity markets are already pricing in a resolution, suggesting the war is "over" from a market perspective.

The overarching narrative is that we're entering a new era where physical commodities and real assets will outperform financial assets due to geopolitical tensions, supply constraints, inflation, and sovereign debt pressures—a return to the dynamics of the 1970s, but without the gas lines.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Make no mistake - if the deal is done without the Venezuelan-style controls in place, it just means that the IRGC will be back again like a bad dream or an ex-wife.

The podcast opens with discussion of potential negotiations between the US and Iran regarding the Strait of Hormuz. Key points include:

• President Trump's efforts to broker a deal that could reopen the strait for 30-60 days
• Concerns about financial controls over Iranian oil to prevent funding of proxy fighters
• The IRGC's establishment of the Persian Gulf Strait Authority and their territorial claims
• LNG tankers turning off transponders and navigating around the strait

Extensive coverage of America's energy export capabilities:

• The US is now the world's top LNG exporter with 11.9-14.9 BCF per day in 2024-2025
• Projections show exports doubling to 30 BCF per day by 2050
• Major projects like Cheniere Energy's Corpus Christi expansion
• The technology that shrinks natural gas molecules 600 times for transport

Discussion of AI's transformative potential:

• AI could unlock $500 billion for oil and gas producers by 2030
• Emphasis on the need for accountability, validation, and explainability in AI implementation
• Real-world example: ADNOC reported $500 million in AI-driven revenue
• The importance of data orchestration and legacy system integration

Critical analysis of Germany's net-zero policies:

• Germany's decision to shut down nuclear and coal plants has backfired
• Real GDP contracted 3% in 2023 and 2% in 2024
• Volkswagen considering closing three German plants with 30,000+ layoffs
• Comparison to similar policies in California and New York

Brief coverage of ongoing conflict impacts:

• Russian Black Sea oil port attacked by drones
• Discussion of the need to end the Ukraine war
• Calls for Ukrainian leadership change

Discussion of JPMorgan CEO's concerns:

• $5-6 trillion in leveraged corporate debt facing refinancing challenges
• Parallels drawn to 2005-2007 financial crisis
• Concerns about equity values and market stress
• Commentary on the Federal Reserve's role and structure

Discussion of maritime policy:

• Jones Act waiver creating opportunities for foreign tankers
• Need for US-built tankers and shipyards
• Critique of relying on foreign solutions to domestic energy crises

Coverage of oil and gas M&A activity:

• Deal-making surge in the Delaware Basin
• Devon Energy's major acquisition of undeveloped acres
• Importance of oil and gas royalties for local communities

Technical analysis of energy sector stocks including:

• Nano Nuclear Energy (NNE)
• Devon Energy
• Cheniere Energy
• Chevron
• Liberty Energy
• Exxon Mobil

The podcast emphasizes energy independence, the importance of reliable energy sources, and skepticism toward certain net-zero policies while advocating for balanced energy solutions.

1.Good News but not Final News on the Iran War and Re-opening of the Strait of Hormuz

2.QatarEnergy’s Third LNG Tanker Exits the Strait of Hormuz Amid Fragile Diplomacy and Iranian Oversight

3.What Does the Demand for Natural Gas and LNG Look Like for the Next 20 Years?

4.AI Could Unlock $500 Billion for Oil and Gas Producers by 2030 — But Only with Accountability

5.WSJ Writes – If the Road to Economic Hell is paved with Good Intentions, don’t expect to see German Cars driving on it

6.Russia’s Key Black Sea Oil Port on Fire After Drone Attack: Grushovaya Terminal Hit in Latest Ukrainian Strike

7.Jamie Dimon Warns of Serious Risks: US Economic Vulnerabilities, Fed Rates, Debt Refinancing Crunch, and Real Estate Implications

8.The Jones Act Waiver has Turned Into a Boon for California at Our Nation’s Expense

9.There’s a Party Going on in the Permian Delaware – Reese Energy Consulting

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We have new trading blocs forming around the world, and where will your country end up?

The podcast opens with Cuba's blackout crisis, where the communist government admits fuel shortages. The host uses this as a cautionary tale about socialist and democratic socialist policies, comparing it to energy challenges in states like California, Ohio, Virginia, and New York, which have 38% higher electricity prices than the rest of the US.

The UK's decision to permanently ban North Sea oil and gas licenses is criticized as economically damaging. Despite 75% of UK energy coming from oil and gas, the country imports most of it rather than drilling domestically. The host argues this undermines energy security and will contribute to broader EU economic decline.

The UAE is accelerating oil export infrastructure after leaving OPEC, planning to increase capacity from 3.5 to 5 million barrels per day. This is framed as a model of energy security through strategic infrastructure investment.

The Trump-Xi meetings show potential alignment on energy and trade. The host predicts a reshaping of global trading blocks around energy, with the US, Russia, China, Saudi Arabia, Japan, UAE, and India forming a major bloc, while the EU, UK, and Canada fall behind.

The IPCC quietly admitted that extreme climate doomsday scenarios driving climate policy and trillions in spending were unrealistic. The host criticizes this as wasteful and links net-zero policies to "Democrat Socialism."

The surge in AI data center construction (especially in Texas) raises concerns about water depletion and farmland loss. The host advocates for data center development but demands accountability and protection of agricultural resources.

Drone strikes on Iranian oil facilities threaten global oil supplies. The host warns that if the conflict continues, the world will face severe energy shortages within weeks.

This utility merger is analyzed as a strategic response to unprecedented power demands from AI data centers, though the host expresses uncertainty about its long-term benefits.

The podcast concludes with a call for civic participation—voting, local involvement, and accountability from politicians regarding energy policy and infrastructure.

Overall Theme: Energy security, the failures of socialist policies, the need for domestic energy production, and the importance of strategic infrastructure investment.

1.As Cuba Falls into Darkness, People See How Communism and Socialism Cannot Keep the Lights On

2.UK Moves to Ban New North Sea Oil and Gas Licenses Permanently – UK Deindustrialization and further fiscal failure on the horizon

3.The UAE is Doubling Down On Exports Around the Strait of Hormuz

4.Who are the Winners and Losers from the China-US Meetings?

5.UN Climate Panel Quietly Admits Its Doomsday Climate Scenarios Were ‘Implausible’ – How much money has been spent on Net Zero because of lies?

6.The data center doomers must be defeated – But not at the cost of our family farms and water

7.Iran Attacks UAE Nuclear Plant: Drone Strike Hits Barakah Facility Amid Escalating Tensions

8.NextEra Energy is possibly in Discussions to Acquire Dominion Energy: What does this mean for Consumers and Investors?

9.AI Investments Keep Lining Up, But Are We Sure About Returns?

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The title “The Math Ain't Mathing: Why America Needs Nuclear Now” was derived from a comment Alina made on the podcast. I was very impressed, and as we talked, she made some great points. I am going to follow up with her company and introduce them to some folks.

We need to have more nuclear reactors online tomorrow, and we need real solutions.

The core focus of the conversation centers on NX Atomics’ development of small modular nuclear reactors. Key points include:

• NX Atomics aims to produce the cheapest SMRs on the market (targeting $20 per megawatt hour vs. $90 for traditional Gen 3 reactors)
• They’re targeting a prototype by 2030 and first-of-a-kind deployment in the early 2030s
• The company employs German nuclear engineers with 10-15 years of research background
• They’re using innovative 3D metal printing technology to manufacture reactor components more efficiently and affordably

A significant discussion about the explosive growth of data centers and their energy requirements:

• Data centers are increasingly competing with farmland for space in the Midwest
• Texas ERCOT has 220 gigawatts of applications for new data center power, but only 54 gigawatts of peak capacity
• Data centers are using eminent domain to acquire land, displacing long-time residents
• SMRs and data centers are positioned as complementary solutions (”go together like PB&J”)

Alina discusses the challenge of rebranding nuclear energy:

• Older generations associate nuclear with bombs and war
• Gen X often thinks of disasters (Three Mile Island, Fukushima, Chernobyl)
• Younger generations, especially men, are more pro-nuclear
• Living near a nuclear plant exposes you to less radiation than eating a banana annually
• Nuclear plants have high approval ratings among nearby residents

Critical examination of current U.S. energy policies:

• Wind and solar have been artificially inflated by subsidies and can’t compete on their own merits
• Wind turbines last only 8 years; solar panels last ~15 years and 95% end up in landfills
• The farm bill subsidizes ethanol, which is counterproductive (takes more energy to produce than it yields)
• Ethanol damages vehicles and reduces fuel efficiency by ~4 miles per gallon
• The need to reform subsidies to support more sustainable, long-term energy solutions

Discussion of geopolitical energy dynamics:

• China is rapidly expanding nuclear capacity (50+ reactors with 20+ more planned)
• The U.S. has 94 reactors and is falling behind
• IP theft and supply chain vulnerabilities are critical concerns
• Energy independence and dominance are central to future global competitiveness
• Secretary Chris Wright’s pro-nuclear stance is seen as crucial for U.S. energy policy

The underlying infrastructure problem:

• Aging transmission infrastructure is a bottleneck for moving power from generation to demand
• This is a bigger issue than just generation capacity
• SMRs offer distributed generation that can bypass some transmission challenges

Brief but important discussion about sustainable farming:

• Current agricultural policies favor monoculture corn production with heavy chemical inputs
• Regenerative agriculture and sustainable land management are better for both economics and health
• The tension between subsidizing farmland for food vs. for energy production

We are seeing that Data Centers, AI, Wind, Solar, and Agriculture are more closely aligned than you can imagine. Land and water grabs are ongoing in the U.S., and they are second only to the political corruption we are seeing in our systems.

We covered the Levelized Cost of Energy and the importance of its design. I loved the fact that they are 3D printing and getting the system designed faster rather than later

Check out their website: https://www.nxatomics.com/

Connect with Alina on her LinkedIn here: https://www.linkedin.com/in/alinavoss/

It would be fun to get Alina and Grace Vanderhei (Stankie), who was on the podcast as a former Miss America and a nuclear engineer, together to discuss the future of nuclear.

This week, I reached out to John Rich to get him on the podcast. While it is a long shot, we need all of the air cover we can get to protect our farmers, farmland, and people's homes from the Wild West of Data centers being overrun by eminent domain on people’s homes and farms.

We need more future leaders and companies like Alina and NX Atomics.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The negative issues we are facing about Data Centers and AI are hitting the front pages, and we need accountability for AI. We also need accountability for local politicians and all elected officials.

Jon just presented right behind the Head of AI in Energy for Microsoft in an AI presentation. There were several key points in the Microsoft presentation that there was no company that could scale accountability across disparate systems. After Jon presented, the Microsoft presenter came up and said you may be the only company in the world that can provide accountability across disparate systems at scale. This is huge.

When the AI lead presenter comments, “Your presentation just dispelled everything that I said that there is no accountability in AI.” This is critical.

The conversation centers on how artificial intelligence is transforming the energy sector. While AI is positioned as a major strategic opportunity, there’s a critical distinction between AI being impressive and AI creating real, measurable business value. The speakers emphasize that many companies are investing heavily in AI without seeing corresponding productivity gains.

John Bruton discusses Data Squared’s patented solution for addressing AI “hallucinations”—instances where AI systems generate plausible-sounding but incorrect information. The core issue is that AI without validation and cross-checking is worthless. The patent focuses on creating explainable, trustworthy, and auditable AI results, allowing organizations to “lift the hood” and see exactly how the system is reasoning.

A major challenge in the energy industry is connecting disparate, fragmented systems that have accumulated over decades. The speakers highlight a real-world example where an oil company with eight acquired subsidiaries had billing processes taking 2 months; using Data Squared’s solution, they reduced it to 2 minutes with verification. The key insight: you cannot create sustainable AI value without solving structural data integration problems first.

• LLMs aren’t the solution: Large language models (ChatGPT, Gemini, etc.) are only a small component; the real challenge is data orchestration, context continuity, and workflow integration
• More data ≠ better AI: Simply aggregating all available data doesn’t improve AI; inconsistent definitions and siloed information actually create problems
• Infrastructure forecasting is based on promise, not proven demand: Data center expansion is being driven by theoretical AI adoption, not current production-grade deployments
• AI should augment humans, not replace them: The goal should be human-machine collaboration, not automation that eliminates jobs

The conversation addresses growing public concern about large data centers being built on private land. The speakers propose an alternative: small-scale, distributed data centers connected via mesh networks, placed next to existing energy sources (stranded gas, geothermal, etc.). This approach could:

• Reduce infrastructure footprint by ~90%
• Cut upfront capital costs by ~90%
• Reduce energy consumption by ~90%
• De-risk infrastructure at scale

Data Squared is working with federal agencies (DoD, VA, FBI) to integrate decades-old systems. The VA alone has operated systems from 1947, 1956, 1963, and the 1980s—all disconnected. The speakers emphasize that government is “probably the worst offender” for unintegrated legacy systems.

The speakers discuss the growing role of nuclear power (including small modular reactors) in supporting AI infrastructure. They emphasize that nuclear applications require absolute reliability, transparency, and auditability—making Data Squared’s approach particularly valuable.

A recurring theme is the CEO question: “I’m spending millions on AI—where’s my return?” The speakers argue that with proper validation and integration, AI can deliver measurable bottom-line value, but only when the structural data problems are solved first.

This is huge, with accountability, AI can be rolled out, and we need accountability across AI and the political landscape.

As I mentioned in my last SubStack article, we need political accountability at the national, state, and local levels. Get involved and help provide accountability at the local levels, and keep us posted.

We need data centers rolled out responsibly and not hurting consumers. With accountability, this can be done.

We have several more topics and interviews with Jon and other CEOs in the AI and Energy space on the drawing board, covering nuclear, natural gas, midstream, downstream, oilfield services, exploration, and especially utilities.

Connect with Jon on his LinkedIn, and tell him Stu sent you. https://www.linkedin.com/in/jon-brewton-datasquared/

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. https://data2.zoholandingpage.com/energy

Substack article https://theenergynewsbeat.substack.com/p/ai-with-accountability-why-validation

It was a wild day on the Energy News Beat News desk today, and we have John Rich getting into the AI and Data Center rumble in Georgia Power. We love John Rich, and when we saw that he was jumping into the mix, we had to find out what was going on.

This is a huge story in the United States, and I am getting some bad feelings about the amount of water and eminent domain tricks that are starting to be pulled. Get involved locally, and keep us posted.

1.What is Going On with Georgia Power and Data Centers?

2.As Diplomacy Falters, Who Will Blink First and Next Steps?

3.Top Asian LNG Markets Boost Coal Use as Iran War Limits Supply

4.Australia Doomsday Scenario Sees Oil Hit $200 on War Escalation

5.Trump Administration Releases More SPR Oil to Help Oil Market and Consumers

6.China’s Teapot Refiners Slash Output as Hormuz Crisis Crushes Margins

7.“Normalize” in the context of Aramco CEO Amin Nasser’s statement refers to the global oil/energy market fully rebalancing and stabilizing and not till 2027

8.Global Supply Shock Reignites Oil Exploration Boom

9.The California refinery crisis is a national security risk for America

10.“Normalize” in the context of Aramco CEO Amin Nasser’s statement refers to the global oil/energy market fully rebalancing and stabilizing and not till 2027

Check out the Energy News Beat Show Notes at https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The podcast opens with coverage of Iran seizing an oil tanker and attacking U.S. forces in the Strait of Hormuz. Three U.S. Navy destroyers (Truxin, Rafael, and Mason) were transiting the strait when Iranian forces fired missiles, drones, and deployed small boats. The host also mentions a large oil slick near Karg Island, suggesting Iran may be deliberately releasing millions of barrels of oil into the Persian Sea—creating an ecological disaster.

Discussion of the Xi'an to Tehran rail corridor as an alternative to maritime blockades. Cargo train frequency has surged from one per week to one every 3-4 days since April, with freight rates climbing around 40%. However, the host notes this won't significantly replace oil exports since it would take 7,000-8,000 tankers to equal a single VLCC (very large crude carrier).

Multiple stories cover Venezuela's failing electrical grid, which is operating well below capacity and causing widespread blackouts. The host discusses Venezuela's exploitation by China (being forced to sell oil at deep discounts while buying overpriced goods) and rehabilitation costs estimated at $15 billion over three years.

Shell is exploring development of Venezuela's offshore natural gas resources (Dragon Gas Field with 4.2-4.5 trillion cubic feet) to be routed through Trinidad and Tobago's infrastructure, potentially under OFAC sanctions relief programs.

Constellation Energy is restarting the Three Mile Island nuclear plant to meet booming AI-powered electricity demand. The host advocates for restarting other nuclear facilities, particularly in California.

BP is selling stakes in UK carbon capture projects, signaling a return to focus on core oil and gas operations. The host notes this reflects a broader pullback by major oil companies from clean energy spending.

Criticism of Virginia's participation in the Regional Greenhouse Gas Initiative as a "wealth transfer" that will increase utility bills for ratepayers, comparing it unfavorably to California's bullet train project.

Crucial Metals Corp has secured approval to acquire a 70% stake in Greenland's Tan Breeze rare earth deposit, featuring low radioactive elements and representing a significant step toward reducing U.S. dependence on Chinese critical minerals.

Cheniere Energy reported a shocking $3.5 billion net loss in Q1, swinging from a $335 million profit year-over-year, causing shares to plunge 10%.

The host concludes with commentary on the need for "Venezuelan-style controls" on Iran to prevent funding of groups like the Houthis, arguing that without such controls, the Iranian IRGC will continue destabilizing activities.

1.Iran Seizes Oil Tanker and Attacks US Forces in Strait of Hormuz: Escalation Threatens Fragile Ceasefire and Global Oil Flows

2.How Effective is the Iran Back Door Rail Line to China?

3.Venezuela’s Faulty Power Grid May Set Back Economic Comeback

4.Will Venezuela Export Stranded Gas through Trinidad?

5.Three Mile Island Nuclear Plant Set to Restart Amid Booming AI Power Demand

6.BP to Sell Stakes in UK Carbon Capture Projects, Getting Back to Basics

7.Virginia’s Carbon Market is a Wealth Transfer the Democrats are Trying to Hide

8.US Secures Greenland Critical Minerals

9.Cheniere Sags on Surprise $3.5 Billion Loss

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We highly recommend subscribing to Doomberg's Substack at: https://newsletter.doomberg.com/

1. Geopolitical Conflict & War Resolution

The primary focus is on the potential end of the Middle East conflict (referred to as "World War III"). Doomberg argues that multiple signals suggest the war is concluding, including:

An aircraft carrier leaving the Gulf

Trump's planned visit to Beijing

Gold trading patterns showing inverse correlation with war escalation

Diplomatic activity (Iranian Foreign Minister visiting Oman, St. Petersburg, and Beijing)

Market behavior suggesting peace is being priced in

2. Global Energy Markets & Oil Pricing

Extensive discussion about oil market dynamics:

Oil price projections (ranging from $50-$100+ per barrel)

The impact of the conflict on global oil supply

Strategic Petroleum Reserve refilling strategy

California's diesel crisis and energy independence issues

The role of OPEC and its members (particularly UAE's exit)

3. Global Realignment & New Trading Blocs

The emergence of new geopolitical alliances based on energy policies:

A potential new world order with the US, Saudi Arabia, Qatar, UAE, India, China, and Russia

The contrast between energy-friendly nations and "net zero" countries (EU, UK, Canada)

The UAE's positioning as closer to Israel/US interests

Iran's strengthened regional position

4. UK Political Predictions

A bold prediction that Ed Miliband will become Prime Minister, based on:

Current Labour Party vulnerabilities

Scandals affecting other potential successors

The contrast between energy-knowledgeable leaders (like Liz Truss) being removed from power

Miliband as the "cleanest dirty shirt" in London politics

5. Energy Policy & Deindustrialization

Criticism of net-zero policies in Western nations:

UK banning North Sea drilling while Norway increases production

EU energy policies creating dependency

Windfall profit taxes discouraging energy production

California's refinery closures creating fuel shortages

6. Currency & Financial System Changes

Discussion of potential shifts in global monetary systems:

Possibility of Russia and China backing currencies with gold

The weaponization of the US dollar through sanctions

China's blocking statute against US sanctions

The end of the post-WWII order

7. Personal Preparedness & Energy Security

Practical discussion about:

Home energy independence (solar, batteries, propane generators)

Preparedness for grid outages

The importance of self-sufficiency

Community resilience

8. Media & Misinformation

Commentary on:

Fake Doomberg accounts on social media

Mainstream media coverage vs. open-source intelligence

The role of Substack in bypassing traditional media gatekeeping

Podcast listener metrics and platform independence

The conversation weaves these topics together to paint a picture of a world transitioning from a US-dominated unipolar order to a multipolar system where energy policy and geopolitical alignment will be central to global power dynamics.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

What a great conversation, and you will recognize Chris from his many interviews. I have seen him on Mornings with Maria, and he's all over the map. It is very encouraging to have young leaders trying to help with Energy Dominance and to be able to articulate the messaging to everyone. He is spot on and has a plan. Take notes, as you will be seeing a lot more from Chris in the future.

He will be on Mornings with Maria this Friday, and you will want to connect with Chris Johnson on X @CJohnsonAELI.

They are upgrading their site; check it out soon. https://theenergyleadershipinstitute.org/

The conversation centers on how energy dominance is achieved through exports. The hosts discuss how the U.S. is now exporting more oil and LNG than Saudi Arabia and Russia combined, with tankers lined up in the Gulf. They emphasize that energy security starts at home, but dominance is displayed through exports.

Chris Johnson discusses the Biden administration's LNG export pause, which limited the ability to build new export terminals. He contrasts this with the current administration's pro-energy stance, noting that American LNG is cleaner than alternatives and often replaces dirtier fuels globally.

A major theme is the critique of net zero and deindustrialization policies in Europe, Canada, and the UK. The speakers argue these policies have paradoxically increased emissions by offshoring production to dirtier countries like China and India, rather than reducing them. They advocate for environmental stewardship paired with economic growth.

The podcast addresses California's severe energy crisis—including potential $10 gasoline, refinery closures, and import restrictions on refined fuels. They attribute this directly to state policies (mandates and bans) rather than market-based solutions, and discuss potential federal intervention using the Defense Production Act.

Texas is highlighted as a successful counterexample, being the fastest-growing clean energy economy while allowing market-driven development and private land use without excessive regulation.

The discussion covers opportunities in:

• Venezuela: Chevron reaching 1.1 million barrels per day; potential for refinery development
• Iran: Potential Venezuelan-style sanctions controls to prevent funding of terrorist proxies
• Canada: Keystone XL pipeline expansion adding ~500,000 barrels per day of oil sands production
• Middle East: Shift toward U.S. partnerships through the Abraham Accords

Topics include:

• Advanced manufacturing and data centers requiring massive energy
• Nuclear energy adoption by Saudi Arabia
• Solar technology cost curves and domestic production
• AI dominance tied to energy dominance
• Orbital data centers and space-based energy solutions

The speakers emphasize exporting U.S. expertise in shale drilling, horizontal drilling, and fracking technology to other countries, particularly in the Middle East, as part of energy dominance strategy.

Discussion of voter turnout efforts (Scott Pressler), the importance of the SAVE Act for election integrity, and potential political shifts in states like California and Oregon.

A key insight: 50% of U.S. oil is drilled on private lands, which is why the U.S. leads in shale innovation—private ownership incentivizes efficient production and technology development.

The overarching theme is that energy policy drives economic growth, environmental outcomes, and geopolitical influence, and that market-based solutions outperform mandates and bans.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

It will be interesting to see what the breaking point of the Gulf Nations is, and when they start attacking Iran’s oil infrastructure. The drone strikes were on the pipeline that bypasses the Strait of Hormuz, and it was not damaged too badly. We are currently trying to obtain the assessments. 

• Iran’s drone strikes on UAE: A drone strike hit the Fahoya Oil Institute Zone in the UAE, originating from Iran, causing a fire with no injuries reported
• Strategic implications: The strike occurred within drone distance of the Strait of Hormuz, a critical chokepoint for global oil supplies
• U.S. military response: Project Freedom launched to escort tankers through the Strait; approximately 150 tankers are waiting to transit

• Supply disruptions: ~9-8 billion barrels of oil are missing from the market, which theoretically should push oil prices to $140, but they’re trading around $113-117
• Physical vs. paper prices: A critical mismatch exists between physical delivery prices ($147-200) and paper prices, which will eventually converge
• Tanker movements: Russian oil arriving in Japan; Iraqi/Iranian oil arriving in California

• UAE leaving OPEC: The UAE is pursuing currency swap agreements with the U.S., signaling a shift toward petrodollar trading relationships
• Strategic alliances: Japan’s Prime Minister securing Russian energy supplies; Italy deepening ties with Azerbaijan for natural gas
• U.S. petrodollar dominance: Discussion of how the U.S. maintains control over major oil-producing nations through currency arrangements

• Offshore wind project disputes: GE-Vernova challenging Vineyard Wind’s claims, highlighting subsidy dependency and profitability concerns
• Italy’s energy mix: 35% natural gas, 41% renewables (but unreliable at night due to storage limitations)
• Subsidy concerns: Without subsidies, renewable projects become unprofitable

• Nissan’s pivot: Abandoning EV production in favor of trucks and SUVs due to waning demand
• U.S. manufacturing resurgence: Manufacturing jobs returning to the U.S., particularly in Mississippi
• Consumer preferences: Americans prefer traditional vehicles for long-distance driving

• Caterpillar’s strong earnings: Q1 2026 sales up 22% to $17.4 billion; profits up 30%, driven by AI data center demand
• Energy sector stocks: Analysis of Cheniere Energy, Valero, and ExxonMobil trading patterns
• Market uncertainty: Sideways trading as investors assess geopolitical impacts

• Regulatory barriers: Governor Newsom’s policies making it expensive to drill domestically, forcing California to import crude from Iraq/Iran and Brazil
• Permitting delays: Only 4 permits issued for 2,000 planned wells as of May 5th
• Environmental irony: Domestic restrictions leading to increased rainforest destruction in Brazil

This is a comprehensive energy news briefing covering geopolitical risks, market dynamics, policy impacts, and corporate performance in the energy sector.

1.Fujairah confirms FOIZ fire after drone strike, and Gulf States may prepare a response

2.U.S. Military Supports Launch of Project Freedom in Strait of Hormuz

3.UAE Leaving OPEC and Talking with US about Currency Swap: What Does That Mean?

4.Russian Oil Arrives in Japan Amid Supply Strains

5.Italy Looks for Closer Ties with Azerbaijan in An Energy Push

6.Italy Looks for Closer Ties with Azerbaijan in An Energy Push

7.GE Vernova Challenges Vineyard Wind’s Claims of Harm

8.Reality Just Slammed into Nissan: They Ditch EVs and Redirect Focus to Trucks, SUVs in Mississippi

9.CAT has positive earnings and a path for growth

Check out https://theenergynewsbeat.substack.com/p/levelised-cost-of-energy-models-are

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

With the spotlight on the world stage around the price of oil, the world is bifurcating into two camps. Those going after Energy Security Starts at home, and the other camp is tripling down on Green Energy and Deindustrialization.

I do not know how the Iran conflict will turn out, but I feel that if the Venezuelan-style controls are put in place and the Iranians can set up a government, there is hope. That would cut out billions of dollars annually to the proxy fighters in the Middle East, funded by China’s insatiable demand for oil.

David’s Substack is a great resource for information on the UK grid system. In the article Levelised Cost of Energy Models are Junk, he really outlines how Fake LCOE model results are being used to poison the debate about the cost of renewables.

For our Substack subscribers fighting local wind or solar farms, this may help, as we all need to ask the right questions. The thing that struck me most in the article was how the numbers are made up and changed to fit the narrative. It is the same thing that has been done to the United States grid system, as we need to redefine the Levelized Cost of Energy to have wind, solar, and even hydrogen have storage tied to their projects. With recycling and end-of-life projects funded and bonded.

The core topic of the podcast centers on how LCOE models used by organizations like IRENA, Lazard, and government agencies significantly underestimate the true cost of renewable energy. David Turber argues these models are “junk” because they:

• Use unrealistically low capital expenditure estimates
• Assume artificially high load factors (capacity utilization rates)
• Ignore grid integration, storage, and decommissioning costs
• Apply lower costs of capital to renewables than to fossil fuels

Real-world example: IRENA estimates onshore wind at £25/MWh, but actual 2024 UK auction prices were £72/MWh—nearly three times higher.

The discussion reveals that renewable energy projects rely heavily on subsidies and have significant undisclosed expenses:

• Decommissioning costs are not properly funded; companies reduce asset values rather than setting aside cash reserves
• Nameplate upgrades in the US use subsidy money to replace turbine components, artificially extending project lifespans
• Land reclamation liability for wind farms in the US totals ~$89 billion and isn’t factored into LCOE calculations
• Wind farms become uneconomical after ~15 years when subsidies end and maintenance costs rise

The speakers highlight critical problems with integrating intermittent renewables:

• Gas plants must constantly “spin up and spin down” to compensate for wind/solar variability, causing extra wear and maintenance costs
• Grid balancing and curtailment payments (paying generators not to produce) are not included in renewable cost models
• Texas ERCOT has 85 GW peak demand but 180 GW nameplate capacity due to wind/solar overbuilding—requiring expensive grid infrastructure upgrades
• AI data centers demand dedicated, reliable power, which renewables cannot provide without nuclear backup

The conversation shifts to how energy policy affects national security and economic competitiveness:

• UK/EU deindustrialization: Closing refineries, petrochemical plants, and steel mills due to high energy costs
• Dependency on imports: The UK now imports 50-60% of jet fuel and diesel; refineries in California dropped from 38 to 7, with 6 more slated to close
• China’s energy dominance: Building 150 GW of nuclear capacity by 2035 while increasing domestic drilling
• Living standards decline: UK GDP per capita has fallen below that of Louisiana (the poorest US state)

David an I have fun while we criticize UK and EU energy policies:

• Renewable Obligations scheme: Provides indexed subsidies that exceed initial capital costs, making projects profitable only through subsidies
• Contract for Difference scheme: Early projects are nearly as expensive as older renewable obligations
• Carbon pricing: Artificially inflates gas costs through target-consistent pricing, making renewables appear cheaper than they are
• Political resistance to change: Energy Secretary Ed Miliband is criticized for ignoring evidence and pursuing ideological policies that harm the economy

We note that other countries are pursuing pragmatic energy strategies:

• China & Japan: Restarting coal plants and building nuclear capacity
• Germany: Ironically flooding coal mines after closing nuclear plants
• US shale gas: Provides cheap, abundant energy that the UK refuses to develop
• Nuclear power: Presented as the only reliable, carbon-free solution that can support AI data centers and grid stability

The discussion concludes with warnings about the long-term impact:

• Energy costs driving industrial collapse and job losses
• Reduced competitiveness in manufacturing, steel, fertilizers, and defense
• Growing political awareness of the problem, but only among opposition parties
• Risk of energy crisis as aging gas infrastructure cannot be economically replaced while still being essential for grid stability

The overarching theme that David has brought to light is that renewable energy policies, driven by flawed cost models and ideological commitment, are economically damaging and strategically dangerous without addressing grid reliability, storage, and the role of nuclear power.

Check out https://theenergynewsbeat.substack.com/p/levelised-cost-of-energy-models-are

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The Podcast opens with the Iran war creating a severe global energy crisis. Key impacts include:

• Europe lost 75% of fuel supplies, causing flight cancellations during peak tourism
• Asia down to 30 days of jet fuel; Pakistan implementing mandatory 4-day work weeks
• India restricting cremations due to gas shortages; Egypt imposing 9 PM curfews
• Bangladesh experiencing violent fuel shortages
• 1 billion barrels of oil removed from the market, with strategic reserves only offsetting half the loss

• America positioned as the "world's emergency gas station" with ramped-up oil production
• California facing a critical local energy crunch due to refinery closures (Phillips 66 LA, Valero Valencia reducing capacity by ~20%)
• Warning that tanker imports will dry up in weeks; urgent call for federal intervention to keep refineries operational

• Keystone XL Revival: Trump administration signing orders for the Bridger Pipeline Expansion (650 miles from Montana to Wyoming), leveraging existing infrastructure
• Trans-Caspian Pipeline: Turkey positioning itself as a geopolitical player in European energy independence from Russian gas
• Emphasis on energy security, starting at home, and energy dominance through exports

• Chevron is maintaining its foothold in Venezuela while ExxonMobil and ConocoPhillips are re-entering after nearly two decades
• Venezuela holds the world's largest proven oil reserves but with challenges in extraction

• $10 trillion spent on wind, solar, and hydrogen, yielding only 3% additional energy globally
• 225,000 turbines worldwide requiring decommissioning before 2050—creating a "replacement treadmill."
• Solar panels: 95% not recycled in the U.S., ending up in landfills
• Paris Climate Accord cost $26.8 trillion for $4.5 trillion in benefits—math doesn't add up

• Worst drought in 1,200 years threatens western power generation
• Hoover Dam approaching "Deadpool" levels (below electricity generation capacity)
• Federal intervention with supplemental releases from Flaming Gorge Reservoir through 2027

• Phillips 66: Beat Q1 earnings by 88 cents per share; strong refining margins
• Chevron: Largest earnings beat since October 2020 ($1.41 vs. $0.92-0.97 expected); CEO emphasizes operational fundamentals over headline profits
• ExxonMobil: Resilient Q1 performance with $9.2 billion in shareholder distributions
• Cheniere Energy (LNG): Strong position to sell all production at premium prices

• UAE leaving OPEC (producing 3.5M barrels/day), signaling shift from cartel to open market
• Discussion of U.S. financial control over Iraq and Venezuela's oil supplies
• Concerns about silver market manipulation amid AI data center demand
• Paper vs. physical oil pricing divergence (physical trading at $140-160+ vs. paper at ~$101-108)

Overall Theme: Podcast presents a complex picture of global energy instability driven by geopolitical conflict, infrastructure challenges, and the limitations of renewable energy transitions—positioning U.S. energy dominance as critical to global stability.

Energy Security Starts at Home, but your Energy Dominance is displayed through your Exports.

The United States is Energy Independent, with the Exception of California. California is Energy Dependent.

1.Iran War Has Brought Energy Crisis to the Global Stage

2.Suddenly Chevron is the smart one in the room with ExxonMobil and ConocoPhillips looking at Venezuela

3.President Trump Signs New Order for Canadian Oil Pipeline to Revive Part of Canceled Keystone XL Pipeline

4.Trans-Caspian Pipeline May Be a New Geopolitical Influencer

5.The Energy Transition Replacement Treadmill is Unsustainable

6.US Hydroelectricity in Crisis: The Worst Drought in 1,200 Years Threatens Western Power Generation

7.Phillips 66 Beats Q1 Estimates by $.88 Per Share as Refining Margins Surge

8.Chevron Reports Strong Q1 2026 Earnings Beat Amid Geopolitical Volatility and Temporary Hedging Charges

9.ExxonMobil Delivers Resilient Q1 2026 Earnings Amid Geopolitical Headwinds, Signaling Strength for Investors and Energy Market Stability

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Hat tip to David Blackmon for carrying the podcast as I had internet issues.

1. California's Fuel Supply Crisis

The episode centers on an impending fuel shortage in California caused by multiple factors:

Refineries shutting down (Valero, Rodeo, Marathon, Phillips)

Tanker shipments from Asia halted since mid-March

Imports now account for 40%+ of California's fuel supply

Only 3-7 days of fuel storage remaining (vs. Governor Newsom's claim of 30 days)

Tankers from the Gulf take 25-45 days to reach California due to Panama Canal backups

2. Political Dysfunction in California

Assemblyman Stan Ellis criticizes:

Inefficient time management in the state assembly (spending $40,000/hour on ceremonial resolutions)

Partisan gridlock and ideological rigidity among Democratic leadership

Lack of accountability and poor legislative prioritization

The disconnect between politicians and real-world business operations

3. California's Energy Policy Problems

Key issues highlighted:

CARB regulations: Reformulated fuel requirements (Carbob) limit fuel sources

Cap and Trade: Billions diverted to high-speed rail instead of infrastructure or energy solutions

Environmental lawsuits: Constant litigation blocking oil and gas development

Renewable diesel conversion: Rodeo and Marathon refineries converted away from gasoline/jet fuel production, removing 350,000 barrels/day of capacity

4. Short-term and Long-term Solutions

Proposed remedies include:

Immediate: Import non-Carbob gasoline from the Gulf; suspend Jones Act restrictions

Medium-term: Executive orders to federalize oil and gas as a national security issue

Long-term: Increase domestic drilling, restore refinery profitability, eliminate Cap and Trade, invest in alternative energy (fusion, nuclear, hydrogen)

5. Geopolitical and Supply Chain Issues

U.S. importing 30% of crude oil from the Middle East

Indirect support of Russia through purchases of Indian fuel (which sources from Russia)

Iran's strait closure affecting global oil production

Other countries (Nevada, Arizona) dependent on California's fuel supply

6. Economic and National Security Implications

Oil and gas represent 8% of California's GDP; without it, the other 92% is unsustainable

Military bases (42 in California) dependent on fuel supply

Commercial aviation and trucking (grocery delivery) at risk

Potential for widespread economic disruption if crisis occurs

The overall tone is urgent and critical of California's environmental policies. Things have to change quickly to avoid the crisis.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

Check out the Energy Impacts at https://blackmon.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Goldman Sachs validated what we had been writing about, and we also brought up the other downstream products that look to be approaching a critical supply chain breaking point. In California, that is about 3 weeks, and in the EU, it is sooner. They use a lot more imported jet fuel and diesel.

The discussion centers on Goldman Sachs' "higher for longer" forecast, suggesting sustained elevated prices for oil, gas, diesel, jet fuel, and gasoline. A key concern is the supply shock in the global petrochemical feedstock market caused by disruptions in the Strait of Hormuz, which could trigger demand destruction and potentially lead to a global recession.

The podcast highlights record-high US exports of crude oil, refined petroleum products, and petrochemical materials. There's emphasis on the strategic importance of "energy dominance" and energy security through maintaining strong export capabilities.

A significant portion addresses California's energy challenges, specifically:

• Refinery closures reducing local production capacity
• Growing reliance on imports driving up fuel prices
• Calls for federal intervention to resolve the situation

The discussion explores geothermal energy as a potential solution, with estimates of 150 GW of untapped geothermal capacity in the US. However, regulatory barriers and the need for government support are identified as key obstacles to development.

The podcast includes technical and fundamental analysis of energy stocks, examining companies like Crescent Energy and Baker Hughes, along with stock valuations and investment opportunities in the energy sector.

1.Goldman Sachs: ‘Higher for Longer’ Is the New Reality

2.The Global PetroChemical Feedstocks Shock is Unfolding

3.Demand Destruction is on the Horizon with a Billion-Barrel Hormuz Oil Shock About to Send Prices Up

4.US Energy Exports Hit Records as Energy Markets Shift

5.U.S. Gasoline Remains a Bargain Compared to Europe – and California

6.Energy Security Starts at Home, and Your Energy Dominance Is Exhibited Through Your Exports – How is the U.S. Shipbuilding rolling out?

7.Geothermal Breakthrough Looks to Break Open 150 Gigawatt Energy Revolution – If State and Federal Regulators Can Get Out of the Way

8.Crescent Energy (CRGY) Valuation Post Earnings and Expectations

9.Baker Hughes Q1 Revenue Beats Estimates by $260 Million as LNG Order Surge

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

It is a wild day on the News Desk, and we saw Brent hit $105, and the market tanked. This is not going to be over very quickly, as there is a lot to unwind in the oil and gas markets and supply chains.

We are seeing new proposed pipelines, and Energy Security is really taking front and center stage around the world.

The Podcast extensively covers how global oil markets are being affected by geopolitical tensions, particularly disruptions in the Middle East and the Strait of Hormuz. There's discussion about establishing a new baseline for oil prices (around $90-$95 range) and the risk of demand destruction if prices remain elevated. The speaker also analyzes the disconnect between how oil/gas companies are performing versus refineries in the current market environment.

A significant focus is placed on countries building domestic refining and drilling capabilities to reduce dependence on imports. The transcript highlights U.S. efforts to increase energy independence and export capabilities, with specific examples like the Golden Pass LNG facility and Japan's JAPEX expanding into the U.S. oil and gas market.

The discussion addresses potential permanent disruptions to Middle Eastern oil supplies and their global market impact. There's also mention of U.S. government efforts to re-engage with Venezuela to boost oil production and exports.

The podcast covers bipartisan efforts in Pennsylvania to maintain coal-fired power plants despite the broader shift toward natural gas and renewables. California's refinery issues and the Jones Act's impact on U.S. energy supply and pricing are also discussed.

Stu provides insights on the performance of various energy-related stocks, including oil and gas companies, refiners, and LNG players, identifying potential investment opportunities and risks in the current market.

1.Is $90 to $95 Oil Is the New Baseline for 2026

2.When the Paper Price of Oil Catches Up with the Physical Price of Delivered Oil, It Will Be a Violent Swing UP

3.Energy Security Starts at Home: More Countries Are Building Refineries and Drilling Programs

4.Oil Disruption of the Strait of Hormuz May Be More Permanent Than a Few Weeks

5.Golden Pass LNG: QatarEnergy/ExxonMobil Joint Venture in Sabine Pass Makes First Shipment

6.Japan’s Japex to Expand Oil and Gas Production, Including in the U.S.

7.Two Clean Coal Plants in Pennsylvania Are Staying Open Thanks to Trump and Shapiro

8.US Oil Executives Meet Venezuela President and What Does This Mean for Investors and Consumers?

9.California is Within Weeks of a Shutdown

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We had a great talk, and if you can imagine a book that is a crossover from Landman goes to Harvard Business School, thrown in with Tulsa King starring Sylvester Stallone, you get a better idea of how cool the book really is.

Connect with Dan on his LinkedIn - https://www.linkedin.com/in/dan-doyle-a90b442b/

Check out Dan on X @DanDoyleOil

You can buy the book at https://a.co/d/02XyKvaI

1. Author & Industry Background

The speaker, Dan Doyle, discusses his book "Roughnecks and Riches" and his extensive experience as both a writer and a professional in the oil and gas industry.

2. Energy Industry Challenges

The conversation covers the current state of the energy sector, including:

Controversies surrounding fossil fuels

The shift toward renewable energy

Regulatory and policy challenges

3. Business Operations

Dan Doyle details his two companies:

A fracking company

An exploration and production company

Operations across multiple regions (Appalachian Basin, Illinois Basin, Powder River Basin)

4. Energy Policy & Regulation

Significant discussion about how policies in key states (New York, California, Pennsylvania) impact:

Oil and gas industry operations

Energy consumer costs

Energy security

5. Fossil Fuels vs. Renewable Energy

A central debate covering:

The reliability and affordability of natural gas

Limitations of renewable energy for baseload power

The role of fossil fuels in energy security

6. Industry Perception & Competition

The challenges the oil and gas industry faces:

Public perception

Regulatory hurdles

Competition from renewable energy sources

7. Political & Economic Implications

Discussion of how current energy policies, particularly under the Biden administration, may affect the industry and the 2028 elections.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The podcast critically examines the effectiveness of renewable energy investments. Despite over $10 trillion invested globally in green energy over 20 years, renewables account for only 3% of global energy supply. Key issues include low capacity factors, transmission losses, storage requirements, and the need for grid overbuild—all of which increase true costs beyond what's typically reported.

The discussion covers disruptions in the Strait of Hormuz caused by Iran's actions, leading to volatility in global oil tanker traffic and prices. Additionally, there's analysis of China's strategic reduction of U.S. Treasury holdings, signaling a shift away from the U.S. dollar.

The podcast includes detailed criticism from the Doomberg newsletter about divergence between paper/futures oil prices and actual physical oil costs. It characterizes current oil pricing as potentially manipulated and describes it as a "government-constructed lie" designed to maintain false market stability.

ERCOT's projections show peak electricity demand in Texas could reach 367 GW by 2032—more than 4 times current records—driven largely by data center expansion. The transcript highlights challenges including interconnection backlogs and transmission planning needs.

Coverage includes Duke Energy's bid to recover costs from winter weather events and analysis of major oil/gas companies' (Chevron, Exxon) earnings versus stock performance discrepancies.

Stu critiques Governor Newsom's energy policies, particularly his response to rising oil prices, suggesting his policies have contributed to a looming energy crisis with refinery closures and limited fuel access.

1.The World Has Spent $10 Trillion on Green Energy — and Only Reached 3% of Global Energy

2.US Markets Look Like a Bull Run, but the Hormuz Dependent Countries are Looking Down

3.China Sending a Clear Signal and Dumps U.S. Treasuries

4.The US’ Renewed Russian Oil Sanctions Waiver Will Help Their Shared Indian Partner

5.Backwards Looking – Doomberg

6.Buffett and China Are Making the Same Bet – The Merchant’s News

7.Over 367GW Grid Requirements in Texas ERCOT by 2032: Navigating the AI Data Center Boom for Investors and Consumers

8.Duke Energy Cost Recovery Bid and 19,000 MW Plan Test Valuation

9.Oil and Gaslighting Gavin Newsom Rides Again

●

You can also find all of the stories on https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

We have to maintain and continue to achieve Energy Dominance through our Exports and provide more energy at lower costs. You have heard me say Energy Security starts at home, but Energy Dominance is displayed through your exports. Well, you have to produce more than you use to export, and the Data2 team is helping bridge this gap.

The overarching theme of our discussion is that innovation and technology are essential for the oil and gas industry to navigate current market challenges and maintain global competitiveness.

The conversation opens with discussion of current market pressures, including declining oil prices, surplus tanker capacity in the Gulf, and geopolitical risks (particularly around Iran). These factors are creating significant operational and financial pressures on the industry.

A major focus is on how technology can help the industry do more with less—such as:

• Tapping into depleted reservoirs more effectively
• Optimizing operational workflows
• Improving overall productivity and efficiency

The transcript emphasizes a critical industry problem: fragmented and disparate data systems. The discussion highlights how companies struggle with data silos and the need for better data integration solutions to make informed decisions.

Specific use cases are discussed, including:

• AI tools for invoice processing
• Water management optimization
• Workflow automation

There's significant emphasis on the importance of transparency and explainability when deploying AI systems. Building trust through data integrity is crucial for industry adoption.

The transcript discusses potential partnerships between private companies and government agencies (like the Department of Energy) to maintain U.S. competitiveness in global energy markets.

The speaker shares examples from their company, Data Squared, demonstrating how their technology solutions have helped clients with data integration, cost savings, and operational improvements.

Please connect with Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/

For more information on Data2 and how AI can transform your energy company with patented technology, check out: https://www.data2.ai/resources/the-decision-lag-report

Data2 Website: https://www.data2.ai/

You can also find all of the stories on https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

This is a follow-up podcast to the one I had with Mike Ariza, and this time, David Blackmon and Professor Mike Mische are here to discuss the potential 7 Executive Orders that President Trump must enact to literally save the country.

This is an eye-opening discussion from Professor Mische and Mike Ariza, with real boots-on-the-ground information.

The discussion centers on a critical fuel shortage affecting California, including gasoline, diesel, and jet fuel. This is driven by the shutdown of major refineries in the state, creating concerns about price spikes, supply disruptions, and impacts on transportation, agriculture, and military operations.

Experts have drafted seven executive orders that could be invoked under the Defense Production Act to address the crisis. These orders aim to:

• Increase domestic oil and gas production
• Reopen and support refineries
• Override California’s regulatory authority for faster response
• The discussion suggests these would likely withstand legal challenges

The conversation emphasizes broader security concerns, noting that California has historically been a major fuel supplier for the U.S. military and economy. The loss of refining capacity and increasing reliance on imports pose serious risks, especially in potential conflicts or global supply chain disruptions.

The podcast discussion suggests California’s government has been unwilling or unable to address the crisis due to ideological priorities—particularly climate change policies—which have been prioritized over ensuring reliable and affordable energy supplies.

Experts emphasize the critical need for immediate intervention, warning of severe consequences, including fuel shortages, price spikes, economic disruption, and national security risks if action isn’t taken.

Connect with Professor Mische on his LinkedIn here: https://www.linkedin.com/in/michael-a-mische-987b30a/

Connect with Mike Ariza on X https://x.com/MikeAriza4531

Important Story Links: California will be a national security risk for the entire country!

California Gasoline Supply Outlook: A Disaster in the Making  https://californiaglobe.com/fr/california-gasoline-supply-outlook-a-disaster-in-the-making/

California’s Oil and Gas Crisis: From Military Threat to Mass Starvation

https://californiaglobe.com/fr/from-military-threat-to-mass-starvation/

EXCLUSIVE: Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security

https://californiaglobe.com/fr/executive-orders-for-president-trump-ensuring-that-us-has-necessary-fuels-from-california-to-provide-us-national-security/

You can also find all of the stories on https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

Net Zero has hit a wall, and energy security is taking center stage.

The conversation explores how investment patterns in the energy industry are changing, with capital moving toward pipeline infrastructure and away from traditional routes like the Strait of Hormuz. This reflects broader concerns about energy security and the need for self-sufficient energy systems.

A significant theme is the unexpected comeback of coal as an energy source. Despite previous commitments to phase out coal, demand is increasing in Europe and Asia, with coal plants being restarted or kept operational. This challenges the "net zero" movement and highlights the continued reliance on fossil fuels.

The transcript discusses how geopolitical tensions, particularly involving Iran, create vulnerabilities in global oil supply chains. The Strait of Hormuz is a critical chokepoint, and disruptions there could cause significant price spikes and market volatility.

There's emphasis on the U.S. position as a major energy exporter—including coal, oil, and gas. The discussion highlights how U.S. energy production could help offset global supply disruptions and strengthen America's geopolitical position.

The transcript includes stock market analysis and investment opportunities, focusing on energy companies like Peabody Energy, Exxon, and Chevron, suggesting potential gains in the sector.

References to upcoming episodes and expert guests indicate this is part of a broader series examining the energy crisis and its implications.

1.A Structural Shift in Capital Allocation in the Energy Sector is Underway Due to the Iran Conflict

2.U.S. Oil Blockade Is Set to Boost American Exports, and Impact Consumers

3.Coal Is Back in Play Around the World

4.President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities

5.Dallas Fed Impact Study of the 2026 Iran War on U.S. Inflation: A Scenario Analysis

6.Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security

7.US is quickly lining up Tankers in the Gulf of America

8.Peabody Energy May Be the Only Winner of the Strait of Hormuz Blockade

9.The Oilfield Service Crunch Is Here

You can also find all of the stories on https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

●

• "Paper vs. Physical: The Fractured Oil Market"
• "When Energy Meets Geopolitics: A Perfect Storm"
• "The Hidden Risks in America's Power Infrastructure"

The discussion delves into the complexities of oil pricing, distinguishing between paper oil prices (futures contracts) and physical delivery prices. There's significant focus on tanker traffic, oil flows to the U.S. and California, and analysis of energy-related ETFs and stock performance in the sector.

A major theme is the situation surrounding the Strait of Hormuz, a critical chokepoint for global oil supply. The conversation includes concerns about potential closure, Iran's alleged inability to fully reopen it due to lost mine maps, and the potential involvement of U.S. military intervention. These geopolitical issues directly impact global energy markets and supply chains.

The transcript highlights serious vulnerabilities in America's aging power grid, with a significant portion of transformers operating beyond their expected lifespan. There's particular concern about the vulnerability of the 18 major grid interconnects to potential sabotage or cyberattacks.

Discussion includes the need to redefine how we calculate the levelized cost of energy, particularly to better account for renewable energy sources. There are also mentions of potential policy actions by the Trump administration regarding energy issues.

The transcript covers stock performance and investment opportunities in the energy sector, including major companies like Chevron and ExxonMobil, as well as how climate-focused and ESG investors are navigating market volatility.

1.The Paper Price of Oil is About to Get Hit with Reality and Converge with the Delivery Price of Oil

2.NYT Writes Iran Can’t Open the Mines Because they Can’t Find Them: What This Means for the World’s Oil Crisis

3.U.S. Begins Clearing the Strait of Hormuz with Military Ships Passing Through

4.$2B Investment Drives Expansion of U.S.-Canada Oil Flows

5.TAL Pipeline Connecting Germany and Italy May Have Been Sabotaged

6.Iran War Fuels Rush to Energy ETFs and Oil Stocks. Climate Investors See No Reason to Chase Returns

7.Europe’s Gas Market is under Stress During Refill Season

8.The US Grid Transformers are a Critical Junction and Is A National Security Risk

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

You have heard me say, “Energy Security starts at home, and Energy Dominance comes through your exports”. Well, Jason is a great example of how Energy Dominance can’t happen without exporting our great oilfield services to countries that need to get stranded gas or the know-how rolling.

Jason Arsenault discusses his company’s presence across 16-17 countries, specializing in designing, selling, and renting equipment for gas processing and energy production. The company focuses on stranded gas monetization, NGL creation, and power generation from underutilized gas resources, with a diverse portfolio of new, reconditioned, and recycled equipment.

A significant portion of the discussion centers on Venezuela’s energy sector challenges, particularly the decline of state-owned PDVSA. Given Jason’s personal connections (his wife is Venezuelan), he explores potential opportunities for ARC Energy to help restore production and stabilize the country’s energy industry, with references to U.S. government involvement through Secretary of Energy Chris Wright.

The transcript covers the growing development of shale and unconventional plays in countries like Turkey, Bahrain, and Saudi Arabia. There’s emphasis on how American service companies and technologies can capitalize on these opportunities by providing specialized skills and equipment needed for unconventional reservoir production.

A key theme is the contrast between regulatory environments—particularly highlighting the difficulty of obtaining permits in California versus the relative ease in other countries. This underscores the importance of local partnerships and understanding regional regulatory and political landscapes.

The discussion emphasizes natural gas as a cleaner energy source, focusing on reducing flaring and methane emissions through capturing and monetizing stranded gas resources while minimizing environmental impact.

Connect with Jason on his LinkedIn: https://www.linkedin.com/in/arcenergyequipment/

Check out ARC Energy: https://www.arcenergy.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

The conversation extensively covers the energy market, including:

• Potential impacts of Strait of Hormuz closure on oil pricing (predictions of $82 floor and $100 as a possibility)
• Global supply disruptions from Middle East production shutdowns
• Refining capacity constraints in the Gulf region due to physical attacks
• OPEC production trends and market implications

A significant focus on how international conflicts affect energy markets:

• U.S./Israel-Iran conflict and its ripple effects on global energy supply
• Analysis of how major oil corporations (Exxon Mobil, Chevron) are positioned amid tensions
• Potential peace scenarios linked to Venezuela sanctions

Discussion of rapid infrastructure growth in the U.S.:

• Explosive expansion of data centers, particularly in Texas
• Strain on state power grids from this growth
• Comparative analysis of data center development across Texas, Virginia, and Georgia

Critical examination of renewable energy economics:

• Long-standing wind farm subsidies and their effectiveness
• Challenges of pricing energy while accounting for externalities
• Feasibility of meeting 100% energy demand through wind and solar

1.It Will Take Months for the Oil, Gas and LNG Markets to Stabilize, and the New Floor Is Around $82

2.The Saudi East-West Pipeline has been attacked. Still functional, and damage assessment is underway.

3.ExxonMobil Sees 6% of Global Output Impacted by Iran War, But What Does This Mean for Q1 and Q2?

4.Goldman Says Another Month Means Over $100 Brent Through 2026

5.JP Morgan’s Letter to Investors: Implications and Actions

6.How will the global oil and gas markets look post Iran War

7.Chevron Faces Smaller Mideast Disruptions Than ExxonMobil Amid Iran War – A Side-by-Side Comparison

8.Texas is leading in AI and Data Centers, but at what cost?

9.Wind Farms Have Had 50 Years of Subsidies: Should We Rethink How Energy Is Priced?

We have Jon Brewton, with Data2, next week, and on the California Crisis, Professor Mische, David Blackmon, and Mike Areiz.

Tomorrow, we are releasing Jason Arceneaux, President and Chairman of the Board for Arc Energy, and we will cover the global oil markets.

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Also, a shout-out to our great Sponsors:

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

We also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/

Stu Turley, Energy News Beat Podcast Host

1. Energy Costs & Affordability

The discussion examines how different U.S. states rank in terms of electricity affordability, with particular attention to how renewable portfolio standards (RPS) and cap-and-trade programs correlate with higher energy costs. States with net-zero emissions targets are highlighted as having notably higher energy expenses.

2. Oil Price Volatility & Geopolitical Risks

The podcast explores the potential for oil prices to spike dramatically (potentially to $149 or higher), driven by geopolitical tensions and supply disruptions. This includes commentary on statements about military intervention in the Middle East and its implications for oil markets.

3. Energy Infrastructure Damage & Supply Chain Disruptions

There's significant discussion about damage to energy assets worldwide (particularly in Ukraine), and disruptions to global oil and refined product shipping, including declining flows through critical chokepoints like the Strait of Hormuz.

4. Renewable Energy & Green Policy Challenges

The podcast critically examines whether renewable energy policies and the "green new deal" can adequately address current energy crises, questioning the viability of wind and solar without substantial investments in storage and grid infrastructure.

5. Government Policy Criticism

There's notable criticism of government policies (especially in California) and the Federal Reserve's effectiveness in addressing the emerging financial and energy crisis.

6. Specific Energy Projects

Discussion of particular developments, such as a proposed 300-375 MW solar farm project in Wisconsin and the challenges it faces in the current energy market.

1.Net Zero Energy Policies Equate to Higher Energy Costs

2.Is Oil Set to Open Tomorrow at $149 or Higher?

3.President Trump Says Open the Strait, or We Will Bomb You to the Stone Age

4.Goldman Sachs Says Oil Price Shocks Are Looming: Global Diesel, Gasoline, and Refined Products Crisis Unfolds with Rationing Timelines by Region

5.JP Morgan Says Oil Goes to $150 if Strait Not Opened Till May

6.Big Solar Comes for My Home County

7.The California Refinery Crisis is a national security risk for America

●

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Also, a shout-out to our great Sponsors:

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

We also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/

" If you can't move food, I mean, you can, if the Port of Los Angeles shuts down, the Porta Long Beach shuts down. And if you can move food people are going to starve in California and Reno and Vegas and Arizona. And that's just, it's a simple fact. If you don't have the fuel, you don't have the logistics. "

Mike Ariza, Downstream Energy Expert

Thank you, Mike, and we look forward to seeing you and the Professor with David Blackmon on the next Energy News Beat Panel on California National Security Crisis Unfolding.

The Podcast focuses heavily on California's declining refinery capacity (down to just 7 refineries) and the state's growing dependence on imported fuel—40-60% of gasoline, diesel, and jet fuel now comes from outside the state. This has created infrastructure bottlenecks and supply constraints, leading to price spikes.

• Agriculture: Farmers face bankruptcy due to skyrocketing diesel and fertilizer costs
• Fishing: Small fishermen struggle with increased regulations and monitoring costs
• Broader economy: Risk of food shortages and potential civil unrest if fuel supply is disrupted

The discussion critiques several state policies:

• The "cap and invest" program, characterized as ineffective and benefiting certain groups
• Reluctance to approve new oil and gas permits despite available resources
• A perceived disconnect between environmental policies and practical energy security needs

There's an emphasis on the need for federal intervention, particularly invoking the Defense Production Act to stabilize the energy market and keep refineries operational.

We cover the alternatives, including:

• The Sable offshore project for increased domestic production
• Renewable diesel options, though, with concerns about high energy consumption and costs

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Also, a shout-out to our great Sponsors:

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/

So the world is facing a huge split in the road. The countries that will follow Net Zero and double down on wind and solar, or you will see others turning on coal, nuclear, and natural gas, and not turning off their refineries. Half the US is ok, and the other half is in trouble. California is approaching a National disaster, and we have more on that later. 

The transcript extensively covers Iran's de facto closure of the Strait of Hormuz and its cascading effects on global energy markets. This disruption affects the flow of oil, liquefied natural gas, fertilizers, and other critical commodities worldwide, causing price spikes and supply shortages. The discussion includes impacts on Asia, Europe, and the Philippines, as well as commentary on U.S. policy responses.

The EU's energy policies are examined, particularly initiatives like "RePower EU" and the "Clean Industrial Deal." The transcript questions the feasibility of these plans given Europe's reliance on fossil fuels and challenges in transitioning to renewables. There's concern about an "energy lockdown" resulting from the Gulf-Iran conflict.

California's energy landscape faces multiple challenges including refinery shutdowns, grid instability, renewable energy integration difficulties, and high electricity prices. The transcript raises questions about the state's energy management and potential national security implications.

The discussion highlights the need to recalculate LCOE metrics to accurately reflect the true costs of renewable energy integration, including storage and grid resilience—suggesting current calculations underestimate transition costs.

The transcript covers current energy sector stock performance, with oil, gas, and refinery companies outperforming broader markets, and discusses investment strategies like covered calls.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor, and we will be getting their information next week. Thank you all again, and remember why we celebrate Easter. The resurrection story is the most important part of our lives. https://welldatabase.com/

" Did you know that a singular ChatGPT search is equivalent to leaving your light bulb on for 20 minutes? "

Mark Mukhija, Eagle Nuclear Energy Corp, NUCL

I learned a lot from Mark, and this was an absolute blast to find out how much uranium we need just to update our nuclear fleet, and how much we still buy from other countries.

If you have listened to the Energy News Beat Podcast, you have heard me say that Energy Security Starts at Home, and Energy Dominance comes through your Exports. Well, Mark and the team at Eagle Nuclear Energy Corp, NUCL, are on top of the largest Uranium deposit in the US, and this is critical. Let's look at their shovel-ready combination and get some permits moving today. Their deposits are on Federal Land, so this should be a Trump dance waiting to happen. I can hear the band staring up as President Trump gets Lee Zeldin to sign the EPA approvals to get the mine moving in months, not years. The average time to open a mine is 20 years, and we will be tracking this one as it is mission-critical.

The transcript emphasizes that nuclear energy is critical for powering emerging technologies like AI, data centers, and quantum computing. The U.S. currently operates around 94 nuclear reactors but will need approximately 180 more in the near future to meet growing power demands.

Eagle Nuclear Energy is positioned as an integrated nuclear fuel supply chain company, focusing on:

• Uranium mining operations
• Small modular reactor (SMR) technology development
• Ownership of one of the largest uranium deposits in the U.S. (in the measured and indicated category)

Key challenges include:

• Lengthy permitting and approval processes for nuclear projects
• Need for significant capital investment and project acceleration
• Importance of domestic uranium production for national security and energy independence

• The company has $31 million in current funding for exploration and pre-feasibility work
• Focus on executing key milestones to build investor confidence and secure additional funding
• Plans for potential partnerships to address different aspects of the nuclear fuel cycle

Also, a shout-out to our great Sponsors:

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/

The transcript extensively covers critical disruptions to global energy supplies, particularly:

• The Strait of Hormuz closure affecting 20% of global oil and LNG trade
• Chevron's Wheatstone LNG facility shutdown in Australia due to storm damage
• Iranian missile strikes on Qatar's LNG infrastructure
• Collective reduction of global LNG supply by up to 35 million tons

• U.S.-Israel conflict creating energy market instability
• India escorting its own LNG tankers through the Strait
• Saudi Arabia's strategic pipeline bypassing the Strait (7 million barrels/day capacity)
• Regional tensions affecting energy infrastructure

• California: Facing severe energy crisis with refineries targeted for closure under CARB regulations
• Venezuela: U.S. efforts to restore electricity infrastructure by removing China from El Guri hydroelectric dam

• U.S. oil majors prioritizing fiscal discipline and core oil/gas growth over low-carbon investments
• European companies taking more aggressive low-carbon transition approaches
• Nations like Japan reversing coal phase-outs and restarting coal plants for energy security

• Wind energy supply chain issues (balsa wood sourcing linked to Amazon deforestation and organized crime)
• Non-recyclable wind turbine blade disposal challenges

1.What are the potential timelines for energy disruptions from the Strait of Hormuz

2.Saudi Pipeline Hits 7 Million BPD Goal Bypassing the Strait of Hormuz

3.Chevron’s Wheatstone Gas and LNG Export Facility in Australia Shut Down Due to Storm Damage

4.US Removes China from El Guri Hydro Dam in Venezuela

5.California’s Oil and Gas Crisis: Expert Warns of Full Scope of the Potential Danger

6.US Oil Majors Leading the Way on Fiscal Responsibility

7.Countries Like Japan Are Removing Barriers to Ramp Up Coal Plants Amid Global LNG Crisis

8.Wind Energy is Not as Eco Friendly as They Say

9.Global Energy Domino is Separating Countries Into Those Who Survive Or Not

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/

In fact, as we were talking, I got the idea to have Ron on the podcast with Jon Brewton, CEO of Data2. We are starting a new series on AI in oil and gas companies, and we will keep you posted as we schedule this podcast.

The company is evolving beyond traditional oilfield services into power generation. A significant highlight is their 1 gigawatt power development agreement with Vantage Data Centers, which includes a 400 MW firm reservation for 2027. This shift represents a strategic diversification that offers more stable and predictable revenue streams compared to the volatile oil and gas sector.

The discussion emphasizes the critical importance of abundant, affordable, and reliable energy globally. The transcript addresses energy security challenges in regions like California, New Zealand, and Australia, highlighting how different energy sources—including coal—play a vital role in ensuring energy stability. North American energy supply and export potential are positioned as valuable assets in this context.

Liberty Energy’s foundation is working to improve lives in Sub-Saharan Africa by transitioning households from cooking over open fires to using clean-burning LPG stoves. This initiative demonstrates the company’s commitment to connecting energy access with improved quality of life and economic well-being.

The company is actively deploying artificial intelligence across multiple business operations, including logistics, equipment maintenance, and hydraulic fracturing job execution. The focus is on achieving cost savings, improving efficiency, and extending equipment lifespan through technological innovation.

Check out Liberty Energy https://libertyenergy.com/

I have already sent the e-mail to Ron’s Team to help get the next podcast scheduled with Jon Brewton, Founder and CEO of Data2. This will be fantastic to help kick off our series on AI in the oil and gas marketplace.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

Today’s show has a series of huge stories, and David Blackmon and I have way too much fun covering the wild energy stories going on around the world.

The transcript discusses President Trump’s comments about Iran potentially handing the U.S. a “very big present” related to oil and gas. This appears to reference Karg Island, which is critical to Iran’s economy as it handles nearly 90% of Iran’s crude oil exports. The geopolitical implications of U.S. control over this strategic asset are explored.

President Donald Trump dropped a bombshell yesterday in the White House Oval Office: Iran just handed the United States a “very big present” worth a tremendous amount of money. It wasn’t nuclear-related, he stressed. It was “oil-and-gas-related” and tied directly to the flow through the Strait of Hormuz. Trump called it a “significant prize” that proves America is “dealing with the right people” in Tehran — and that Iran “wants to make a deal… very badly.”

The timing could not be more explosive. The Strait of Hormuz has been largely shuttered since the U.S.-Israeli campaign began on February 28, sending global oil prices soaring and choking off roughly 20% of the world’s traded crude. Yet Trump’s cryptic “gift” comment has energy markets buzzing with speculation: Did Washington just secure de facto control — or at least a major concession — over Iran’s crown jewel, Kharg Island?

Kharg Island, a tiny coral outcrop 20 miles off Iran’s coast, handles nearly 90% of Iran’s crude exports — about 1.5–1.7 million barrels per day before the war. U.S. forces already struck military targets there earlier this month, but left the oil infrastructure largely intact. Trump has talked for decades about seizing it. Now, with Marines from the 31st MEU and additional amphibious assets en route, the island sits at the center of every war-gaming scenario.

There’s extensive coverage of refinery attacks occurring worldwide, affecting fuel supply and production capacity. The discussion includes a country-by-country breakdown of impacts in major oil-producing nations like Saudi Arabia, Russia, and Australia, highlighting how these disruptions ripple through global energy markets.

The transcript examines how market expectations have fundamentally changed—from predictions of an oil glut and lower prices to forecasts of sustained higher prices. Analysis from major financial institutions like Goldman Sachs and JP Morgan is referenced to support these shifting outlooks.

The potential closure of the Strait of Hormuz is discussed as a trigger for LNG supply disruptions, which would severely impact fertilizer production. Combined with Russia’s halt on ammonium nitrate exports, this threatens global food supply chains.

The transcript covers Chevron’s warnings about a potential fuel crisis in California, driven by the Iran conflict and the state’s dependence on imported fuels. Legal and regulatory challenges around refinery closures and offshore oil production are also discussed.

Brief mentions of refinery explosions (Valero Port Arthur) and emerging cybersecurity risks related to electric vehicle batteries.

1.Iranian War May Have an Off Ramp – Did The US Just Get Kharg Island?

2.Refineries Under Attack Globally

3.On Oil Prices, Ther Narrative Shifts to ‘Higher for Longer-David Blackmon –Forbes

4.Global Fertilizer Crisis Deepens: Strait of Hormuz Closure, Diesel Shortages, and LNG Disruptions Threaten Agriculture and Food Security

5.Iran Gas Flow to Turkey Said to Stop After South Pars Strike

6.Chevron to Buy Oil from Sable Offshore for Californians

7.Chevron Warns California Risks Fuel Crisis Unless Iran War Eases

8.Valero Port Arthur Refinery Explosion Shuts Down 435,000 b/d Refinery

9.America’s superpower is natural gas.

10.Security experts concerned on potential harm of EV batteries

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

Congressman Graves emphasizes Louisiana's position as a critical energy hub, highlighting the Haynesville Shale and offshore oil and gas production. He argues that Louisiana produces some of the world's cleanest energy and criticizes the Biden administration for shutting down these clean energy sources. The focus is on establishing U.S. energy independence and dominance.

A key concern is how energy policies affect consumer costs. Graves compares energy prices in Democrat-led versus Republican-led states, arguing that policies attempting to artificially manipulate energy markets drive up costs. He contends that higher energy prices benefit competitors like China and harm the broader economy.

Louisiana is attracting major data center investments, including one of the world's largest facilities. Graves highlights how abundant, reliable, and affordable energy is crucial for attracting these high-value investments. He notes commitments from companies like Microsoft and OpenAI to protect ratepayers from adverse impacts.

The discussion touches on Trump's approach to opening Venezuela for business development, allowing Venezuelans to benefit from their own resources. Graves criticizes previous policies that enriched cartels and emphasizes the need to counter China's growing influence in the Americas.

Graves advocates for zero-based budgeting to review federal priorities and spending. He expresses concerns about mandatory spending programs lacking oversight and suggests using AI and data analytics to identify waste, fraud, and abuse in government.

While respecting the democratic process, Graves criticizes excessive partisan infighting. He advocates for representatives prioritizing constituents and national interests over party politics and finding common ground.

The congressman outlines a vision for leveraging Louisiana's strategic assets—its port system, river network, and competitive electricity rates—to attract investment and create employment opportunities.

Thank you, Representative Graves, for stopping by, and we hope to see you in the future! Stu

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/

With President Trump dropping the 48-hour smackdown warning to Iran, it brings up a lot of related problems and issues that I go through. Everything from timing, price increases, and why there is potential for the oil rubberband price snap-up.

We have about 12 hours left in the 28 hours, but we are on Trump time, so we do not know when that may happen. If President Trump does take out the Iranian power plants, it will cause some huge problems that people are not talking about. If we take Kharg Island and implement the Venezuelan-style controls through the Bank of Qatar, we will see peace, but whether the Iranian RGC blows up things on the way out is a huge question.

If we take out the Iranian grid, it may take out Iraq as they get 60% of their power from Iran. Between them, that is an estimated 5 million barrels of oil per day that may be delayed back onto the market. Now add into the other fields that have been hit, and my crayon of spare capacity is drawing a pretty thin line of supply once the 200 million barrels of oil on the water are used. That is about a 2.5-week supply in the market.

The transcript addresses critical shortages affecting multiple sectors—diesel, water, and fertilizer markets—with particular emphasis on how these disruptions are impacting farmers and the broader agricultural sector.

A significant focus on escalating tensions involving President Trump's ultimatum to Iran, demanding full opening of the Strait of Hormuz within 48 hours, with threats to strike Iran's power plants. This represents a major geopolitical flashpoint.

Discussion of potential disruptions to crude oil supply from Iran and Iraq, with analysis of how these geopolitical events could affect global oil and gas prices and availability.

The transcript highlights an important market phenomenon—the gap between paper oil prices and physical crude prices in Asian markets—with concerns about potential significant price spikes.

Coverage of Qatar Energy's force majeure declaration on LNG contracts and its ripple effects on the global LNG market, including opportunities for increased US LNG exports.

Analysis of energy challenges in California and New York, including California's dependence on imported energy and New York's aggressive green policies and their negative economic impacts.

Discussion of recent bids and lease awards in the National Petroleum Reserve Alaska, with investment analysis.

Review and recommendations regarding various energy company stocks and investment opportunities.

1.Diesel, Water and Fertilizer Are on the Front Lines of the News: Global Supply Strains Trigger Fuel and Food Security Alarms

2.President Trump Throws Down On Iran – A 48-Hour Notice to Open the Strait or We Hit Your Power Plants

3.What is the impact difference to investors between paper oil prices and delivered cost? – Watch for the Ruberband Snap Up to Oil Prices

4.QatarEnergy Declares Force Majeure on LNG Contracts to Italy, Belgium, South Korea, and China: Shockwaves for Global Markets and a Major Boost for U.S. LNG Producers

5.After Qatar LNG Plant Strike More Buyers Look to US

6.California’s Energy Crisis about to get worse. Exporting Energy states and Countries are going to curtail exports

7.Gov Hochul Admits the Climate Law is Hammering New York’s Economy

8.National Petroleum Reserve–Alaska Has New Bids Opened

Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/

If you are looking for a data center spot, give them a call.

A shout-out to our sponsor, Reese Energy Consulting:https://reeseenergyconsulting.com/

Key points:

“Secretary Scott Bessent: President Trump is talking about, and to be clear, he has focused on Karg Island since 1988, before the Shaw fell, that the U.S. Should be focused on that. He is laser focused on it. As I said, there was a bombing campaign last week. The military assets on Karg island were destroyed. And the other thing I can tell you, if you’re an oil worker, you don’t want to work there. So all the oil workers there are being coerced to stay there. And we will see what happens with whether that eventually becomes a U.S. Asset.”  -

If the US takes control of Kharg Island, the Venezuelan-style controls will be placed on Iran, and this will help bring peace to the Middle East.

The transcript covers Energy Secretary Granholm's efforts to manage oil prices through various policy tools, including sanctions enforcement, strategic energy reserves, and regulatory waivers on Russian and Iranian oil imports.

A significant focus is on military actions affecting energy infrastructure:

• Iran's South Pars Gas Field: Discussion of drone attacks by U.S. and Israeli forces targeting Iran's critical gas production facility
• Qatar's Pearl GTL Complex: Qatar's retaliatory strike on this LNG export facility, leading to force majeure declarations on LNG contracts

The disruption to Qatar's liquefied natural gas exports is presented as a major concern for global energy markets, with the U.S. unable to quickly fill the supply gap in the short term.

• Hawaii's LNG Initiative: Efforts to transition away from fuel oil for power generation by importing LNG from Japan
• California Offshore Production: Discussion of restarting offshore oil production and the challenges posed by refinery closures

Coverage of new oil and gas lease bids in Alaska's National Petroleum Reserve as a strategy to increase domestic oil production capacity.

Overarching concerns about supply shortages, price volatility, and the geopolitical challenges of replacing disrupted Middle Eastern energy supplies.

1.Secretary Scott Bessent has levers he can still pull to keep oil prices stable for a few weeks – Key Points from his Interview on Fox

2.South Pars Gas Field Strike: US-Israeli Drones Hit Iran’s Energy Lifeline – Production Hit, Markets Spike, and Tehran Targets Gulf Facilities in Retaliation

3.QatarEnergy’s Pearl GTL Complex Hit in Iranian Strike: Fires Rage at Ras Laffan – Critical Air Separation Units Likely Destroyed, Multi-Year Outage Expected

4.QatarEnergy Declares Force Majeure on LNG Contracts to Italy, Belgium, South Korea, and China: Shockwaves for Global Markets and a Major Boost for U.S. LNG Producers

5.Hawaii’s Gas Bid Advances on Japan Plan for Power Plant, Imports – It’s about time

6.National Petroleum Reserve–Alaska Has New Bids Opened

7.Black gold gushes into California as offshore bill kicks into gear following Trump executive order – But what good will it do?

8.Gasoline and Diesel Prices Are Going Up — What Are Trump’s Options to Lower Prices?

Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/

Check out David Blackmon on https://blackmon.substack.com/

If you are looking for a data center spot, give them a call.

A shout-out to our sponsor, Reese Energy Consulting:https://reeseenergyconsulting.com/

Don't kid yourself, with the geopolitical issues around the world right now, this story is HUGE. A new refinery in the United States was built to refine the light, sweet crude oil from the Permian Basin. This is a gigantic win for Energy Security.

As the title says, "Texas Gets A Refinery - Energy Security Starts at Home - Energy Dominance is displayed through your exports." John hit it out of the park while talking about how much planning and export capacity are being planned.

The central focus is John Kelsey's development of a major new oil refinery in Brownsville, Texas. Key aspects include:

• Background: Kelsey's extensive experience in upstream oil and gas, particularly during the shale oil boom
• The Problem: A critical mismatch between the light shale oil produced in the Permian Basin and existing U.S. refining infrastructure
• The Solution: Building a new refinery specifically designed to process light shale oil
• Timeline: A challenging 7-year permitting and approval process
• Partnership: Collaboration with Indian conglomerate Reliance for financing and operations
• Future Plans: Potential expansions into ammonia and fertilizer production

The discussion places the refinery project within the broader energy landscape:

• Declining refining capacity in the U.S., particularly on the West Coast
• The paradox of exporting light shale oil from Texas while importing refined products back into California
• The role of policy and government support in energy infrastructure development

The project's implications for the Brownsville/Rio Grande Valley region:

• Job creation and economic growth opportunities
• Workforce development through partnerships with local universities and technical colleges
• Infrastructure and logistics challenges related to port expansion and regional growth

Check out the American First Refining Company site: https://americafirstrefining.com/

John Calce's LinkedIn: https://www.linkedin.com/in/john-calce-28577014b/

Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/

Check out David Blackmon on https://blackmon.substack.com/

If you are looking for a data center spot, give them a call.

A shout-out to our sponsor, Reese Energy Consulting:https://reeseenergyconsulting.com/

1. Geopolitical Tensions & Iran-US Conflict

The transcript extensively covers the tensions in the Strait of Hormuz and the broader Iran-US conflict, examining how these tensions could disrupt global oil and gas supplies and reshape international relations.

2. Global Energy Markets & Supply Disruption

A significant focus is placed on the potential impact of the conflict on energy markets, including:

Risk of oil and gas supply disruptions

Potential market fragmentation and regional energy markets

Development of alternative energy infrastructure to bypass the Strait of Hormuz

3. International Power Dynamics

The discussion explores the growing influence of China and Russia in the Middle East, their support for Iran, and how the conflict could shift global geopolitical power structures.

4. Media, Propaganda & Information

The transcript addresses challenges in reporting on the conflict, including:

The role of media narratives and propaganda

Difficulty in separating fact from misinformation

How information shapes public understanding

5. Energy Transition & Infrastructure

Commentary on how the crisis might affect the transition to renewable energy, with perspectives that the conflict could actually accelerate investment in traditional energy infrastructure rather than renewables.

6. Policy & Strategic Decision-Making

Analysis of strategies and decisions by key players, including the US government, Trump administration, and energy industry figures.

Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/

Check out Doomberg at https://newsletter.doomberg.com/

Check out David Blackmon on https://blackmon.substack.com/

Stu Turley, Energy News Beat Stand Up

The transcript centers on a major geopolitical crisis affecting global energy markets. The Strait of Hormuz—a critical chokepoint for global oil shipments—has been effectively closed to commercial shipping since late February, creating what experts describe as the largest oil supply disruption in history.

• The U.S. is relatively insulated, with only 2% of its oil transiting through the Strait
• California is severely affected due to its limited refining capacity and heavy reliance on imported refined products
• The shutdown of diesel and gasoline exports from China has compounded California's fuel price crisis

The discussion includes recovery timelines and economic projections:

• If the conflict resolves soon, it will take months to restore normal operations (repositioning ships, restarting fields, rebuilding insurance)
• Oil prices could fall to approximately $70 per barrel by Q4 2026 once the Strait reopens

• Saudi Arabia's efforts to bypass the Strait of Hormuz and increase exports
• The White House's National Energy Dominance Council initiatives to secure new energy deals in the Indo-Pacific region

• Analysis of rig counts across U.S. basins
• Discussion of the "sweet spot" for oil prices and industry focus on financial discipline
• Commentary on the "fear premium" currently embedded in oil prices

1.Oil and Gas Markets are Upended and Recovery will be Months

2.If the Strait of Hormuz is Shipping Oil and Kharg Island is Still Operational, Are We Really in an Oil Crisis Yet?

3.Two Oil Tankers Seen at Kharg after U.S. Strikes, Satellite Firm Confirms

4.Where to find the cheapest gas in California as fuel prices continue excruciating climb

5.How Much Diesel, Gasoline, Jet Fuel, and Other Oil Products Are Actually Imported to California?

6.White House National Energy Dominance Council Announces Billions in Energy Projects in Tokyo

7.DAVID BLACKMON: Oil Price Fear Premium Returns With A Vengeance

8.Oil Over $100 and Rig Count Goes Up

Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/

Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/

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Mike has been working with several key people in the state trying to get the story out there. We need federal intervention today. Not Tomorrow - Today.

This is a challenge for our great Secretary of Energy, Chris Wright, and our Secretary of the Treasury, Scott Bessent. This is a problem of Venezuelan and Iranian proportions. In fact, California is such a national security crisis that I called out two days ago on the podcast "This California Crisis is just as big as the Iranian conflict," and Tim Stewart of the U.S. Oil and Gas Association said, "Stu, you are right", and today Mike also confirmed, it could bring the entire United States Republic down.

1. California's Energy Crisis The transcript centers on an impending crisis involving the potential shutdown of major oil refineries in California, which could severely disrupt the state's energy and fuel supply.

2. National Security & Military Implications The discussion emphasizes how refinery closures would threaten national security and military readiness, with consequences extending beyond California to the entire western United States.

3. Government Policy & Regulatory Impact There's significant focus on how policies from the California Air Resources Board and Governor Newsom's administration have contributed to refinery closures and increased dependence on imported fuels.

4. Geopolitical & Foreign Influence Concerns The transcript raises allegations about Chinese influence on California's energy policies and questions about transparency and potential corruption in decision-making.

5. Federal Intervention & Emergency Measures Speakers call for urgent federal action, including potential invocation of the Defense Production Act, to address the crisis.

6. Economic & Supply Chain Consequences The discussion explores interconnected factors including global tensions, supply chain disruptions, infrastructure limitations, and the loss of skilled refinery workers.

7. Potential Economic Devastation The transcript warns of catastrophic outcomes including skyrocketing fuel prices, food shortages, and potential civil unrest if the situation isn't resolved.

You can connect with Mike on

X Mike Ariza

@MikeAriza4531

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We confirmed some key points I have been making: the British deep state has not had the United States' back. PM Truss drives home the fact that Net Zero costs more money and is a method of deindustrialization and control. By moving all of the jobs to China and electrifying everything, the consumers are the losers.

The similarities of California, New York, and the UK are frightening. We hope to be a resource for PM Truss as she is trying to save her country.

Liz Truss discusses the UK's economic challenges, arguing that deindustrialization and over-reliance on renewable energy have driven up energy costs and harmed economic growth. She advocates for alternative energy strategies including fracking, removing windfall taxes on North Sea oil and gas, and positioning Britain as a net energy exporter.

A central theme is the tension between climate change policies and economic interests. Truss contends that the current government has prioritized climate objectives at the expense of citizens' economic wellbeing, and calls for a rebalancing of these priorities.

The discussion draws parallels between left-wing ideological influence in both countries, with references to figures like Alexandria Ocasio-Cortez. Truss praises Trump's "America First" energy approach and suggests the UK needs a similar policy revolution.

Topics include Iran's destabilizing role in the Middle East, the strategic importance of the Strait of Hormuz, and the need for stronger UK-US alignment on energy security and confronting geopolitical threats.

Truss criticizes mainstream UK media for insufficient coverage of green energy policy consequences and advocates for alternative media platforms and podcasts to amplify diverse viewpoints.

Ten Years to Save the West!

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The first story covering China, and how it impacts California, is a twist for a National Security Challenge that we will have with our Great Secretary of Energy Chris Wright, and our fantastic Secretary of the Treasury Scott Bessent.

• China halting gasoline, diesel, and jet fuel exports due to supply constraints in the Strait of Hormuz
• Impact on major fuel importers including Singapore, South Korea, Japan, and Southeast Asia
• Tanker attacks in the Strait of Hormuz and ongoing "tanker war" concerns

• The East-West pipeline's role in bypassing Persian Gulf disruptions
• Increased exports through the Red Sea port of Yanbu as a mitigation strategy

• President Trump's release of oil from the Strategic Petroleum Reserve (SPR) to stabilize global markets
• Implementation of a $20 billion maritime reassurance program led by insurance firm Chubb to protect shipping through the Strait of Hormuz

• Trump's potential use of the Defense Production Act to override California regulations
• Plans to reactivate idle offshore oil platforms in California
• Tensions between federal energy goals and California's climate policies

• California's energy security challenges
• Questions about foreign influence (Chinese research) in state climate policies

• Stock performance analysis of major energy companies (Valero, Venture Global, EQT, Cheniere Energy, Chevron, etc.)

• Interview with former UK Prime Minister Liz Truss discussing Britain's path to energy self-sufficiency through fracking and North Sea oil and gas resources

1.China Halts Fuel Exports Due to Supply Crunch in Strait of Hormuz

2.Saudi Arabia’s Pipeline Investment Pays Off

3.Two Tankers Struck in the Middle East: Escalating Tensions in the Persian Gulf

4.Trump Opens SPR for Emergency Release: A Bold Move Amid Global Oil Turmoil

5.U.S. Taps Chubb to Lead Trump’s $20B Insurance Plan for Hormuz Shipping

6.U.S. Taps Chubb to Lead Trump’s $20B Insurance Plan for Hormuz Shipping

7.Trump to Invoke Emergency Law for Offshore Oil Producer Sable – Can the Feds Intervene to Save the Refineries?

8.Why California Has an Oil and Gas Crisis… and China’s Involvement

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David Blackmon kicks off this joint podcast with Tim Stewart, President of the US Oil & Gas Association, and we have a wild discussion.

1. Oil and Gas Industry Volatility The speakers examine the current unstable state of the oil and gas sector, focusing on fluctuating oil prices and their impact on companies and workers. They note how the industry is adapting differently than it did during the 1970s oil crisis.

2. Middle East Geopolitical Tensions A significant portion of the discussion centers on regional instability, particularly around the Strait of Hormuz, attacks on oil infrastructure, and the U.S. response. Iran’s involvement and international sanctions are also key points of discussion.

3. California’s Energy Crisis The speakers address specific challenges in California’s energy sector, including refinery closures, companies relocating out of state, and how state energy policies are affecting the broader national energy landscape.

" So To my point is that from the national energy policy perspective, it wouldn't surprise me over the next six months if the energy department and department chairs start to become involved in California energy policy. It's going to make federalism a really interesting argument because it's a counterpoint, but it's got to be done. "

Tim Stewart, President, US Oil & Gas Association

4. Government and Policy Involvement There’s substantial discussion about the federal government’s role in addressing energy challenges, potential federal intervention in state policies, and the relationship between the administration and Congress on energy matters.

5. U.S. Energy Dominance and Geopolitical Strategy The speakers explore how current events are reshaping global energy markets, potential shifts in international trading relationships, and America’s strategic positioning based on its energy resources and influence.

6. Industry Perception and Policy Challenges The discussion includes the oil and gas industry’s efforts to engage with policymakers, changing Congressional dynamics around energy policy, and the need for improved public understanding of the industry’s role and challenges.

01:41 Tim Stewart discusses the "Goldilocks zone" for oil prices

21:01 Tim predicts federal intervention in California energy policy

30:32 Cool Energy things

32:18 New trading blocs based on Energy policies

35:30 Tim Tim Stewart makes a strategic point about competing with Lloyd's of London

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1. California's Declining Oil Refining Capacity The transcript focuses heavily on California's shrinking refining industry. It discusses how Chevron has warned that additional refinery closures could result in extreme fuel prices—potentially reaching $15 per gallon for diesel and gasoline. A key point is that California operates as an "energy island," isolated from the rest of the US and dependent on its own refineries and imports to meet energy demands.

2. The Critical Role of Oil Refineries The discussion emphasizes that crude oil has no practical value until it's refined into usable products. Refineries are presented as essential infrastructure, and the conversation highlights how attacks on refineries in places like Iran, Saudi Arabia, and Ukraine can have significant impacts on global fuel supplies. The transcript also notes the substantial time and investment required to build new refineries, making it difficult to quickly replace lost capacity.

3. Limitations of Renewable Energy The transcript argues that renewable sources like wind and solar have inherent limitations—they can only generate electricity, not the transportation fuels and oil-derived products that modern industrial societies depend on. It also points out that "green solutions" themselves still rely heavily on oil-based materials.

4. Geopolitical Implications of Energy Supply The discussion covers how refineries can become strategic targets in conflicts, and explores the risks of energy dependence, including China's fuel export bans and the importance of the Strait of Hormuz in global oil distribution.

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A comprehensive overview of the interconnected geopolitical, energy market, and financial aspects of the current energy crisis, with a particular focus on the Middle East tensions and their global implications.

Based on the analysis, here are the main topics discussed in this transcript:

1. Middle East Geopolitical Tensions The transcript centers heavily on escalating conflicts involving the US, Israel, and Iran. It covers drone attacks on critical energy infrastructure in the region and discusses how these tensions are destabilizing the area, particularly around the strategically important Strait of Hormuz.

2. Global Energy Market Disruptions A significant focus is on how Middle East instability is rippling through global oil and LNG markets. The discussion includes rising oil prices, potential LNG shortages (especially from Qatar), and how major energy consumers like China and India are responding by diversifying their energy sources, particularly increasing purchases from Russia.

3. Financial and Hedging Strategies in Energy Sectors The transcript explores the complex financial mechanisms used by oil and gas companies to manage risk. It examines how current market volatility is affecting their cash flows, profitability, and hedging practices during this period of uncertainty.

4. US Government Policy and Energy Control There's substantial discussion of US government actions—particularly under the Trump administration—including sanctions, financial controls, and strategic efforts to influence global energy market dynamics and geopolitical outcomes.

5. Broader Geopolitical and Economic Consequences The transcript addresses wider implications of the energy crisis, including potential deindustrialization of Europe, shifts in energy trade flows toward Asia, and fundamental geopolitical realignments resulting from these energy market changes.

The Stories we covered on today's Podcast on Energynewsbeat.co

1.The Oil and Gas Markets are Changing for Peace and Supporting the US Dollar

2.Fire Engulfs Shahr-e Rey Oil Refinery in Southern Tehran: Israeli Strikes Target Iran’s Energy Infrastructure

3.Iran Conflict Sets the LNG Markets on End: What Does This Mean for the Market, Investors, and Consumers?

4.Russia Following the Money: Shifting Gas and Oil Sales to Asia

5.The U.S. Merchant Marine Fleet Needs an Update

6.Iran-Linked Ships Transit as Others Wait for Insurance

7.US Oil Rig Count UP as WTI Moves UP to $92.21

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What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean.

1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy.

2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region.

3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London.

4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries.

5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing.

1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for?

2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets

3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare

4.Chevron Warns of Irreversible Harm to California’s Economy and Energy Security in Letter to gov. Newsom

5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices

6.California will be a national security risk for the entire country!

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If you only have time for one podcast, this may be it, as we cover the markets and critical issues on how long this may last.

1. Oil and natural gas prices:

• David and I discussed the recent spike in oil and diesel prices, with oil prices increasing by around 14-15% over two days. The hosts analyze the potential reasons and implications of these price increases.

1. Geopolitical tensions in the Middle East:

• The discussion focuses on the Strait of Hormuz, a critical chokepoint for global oil and LNG trade, and the potential disruptions to shipping in the region due to tensions and conflicts.
• The transcript covers the involvement of various countries, such as Iran, Iraq, Saudi Arabia, and the UAE, in the regional dynamics and their potential impact on energy markets.

1. Energy security and dependence:

• We discuss the concept of “energy security starts at home, but energy dominance starts at your exports,” highlighting the energy dependence of the European Union on Russian oil and gas.
• We also touch on the energy crisis in California and the challenges faced due to the shutdown of refineries and pipelines. And I am interviewing Ronald Stein on Monday to cover the latest crisis in California.

1. U.S. foreign policy and geopolitics:

• The transcript delves into the Trump administration’s foreign policy actions, particularly in relation to Iran and Venezuela, and their potential impact on global energy markets and China’s influence.
• The hosts also discuss the shifting geopolitical alliances and the potential for Russia to improve its relationship with the United States.

1. U.S. domestic politics and energy policy:

• The discussion touches on the upcoming elections in the U.S., particularly the Republican primary race in Texas, and the potential implications for energy policy and regulation.
• The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.

1. Electricity pricing and grid resilience:

• The transcript delves into the issues surrounding the pricing of electricity, particularly the need to redefine the levelized cost of electricity for renewable energy sources to include the cost of storage and grid resilience.

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Our prayers go out to our brave soldiers who have fallen today, and we pray for their families and the wounded for a full recovery.

1. Iran Conflict and Oil Markets The transcript extensively covers how escalating tensions between the US, Israel, and Iran are disrupting the oil market narrative. There's discussion of potential oil price spikes (potentially reaching $100-$120 per barrel for Brent crude) and the impact on regional oil shipments from countries like Saudi Arabia, Iraq, and Iran.

2. US Strategic Objectives The discussion explores the geopolitical strategy behind US military actions, suggesting the goal is to gain proxy control over Iran's oil and gas reserves. This is framed as leverage—not just against China, but also impacting the Bank of London and the EU.

3. US Oil Production and Investment Dynamics The transcript analyzes the resilience and growth of US oil production despite price volatility and geopolitical tensions. It compares investment returns between traditional oil and gas companies versus renewable energy companies, noting that renewable growth has been heavily subsidized by federal programs.

4. California's Refining Capacity There's discussion of regulatory pressure from the California Air Resources Board (CARB) attempting to force closure of the state's remaining seven refineries, which could result in increased imports from China and India.

5. Legal Developments in Energy Sector A significant topic is a North Dakota court ruling indicating Greenpeace may owe $345 million in damages related to Dakota Access pipeline protests, suggesting a potential shift in how the energy industry addresses activist litigation

.1.The Iran Conflict Exposes the Missing Oil Glut Narrative

2.How the Iran Conflict Will Impact Global Oil Shipments by Country

3.The US Military Campaign Against Iran Is Part Of Trump’s Grand Strategy Against China

4.Resilient U.S. Oil Production Is a Boon to Trump. How Long Will It Last?

5.Energy Company Warns CARB on ‘The Stark Reality’ Driving In-State Refining Capacity to Zero of CA’s Remaining 7 Refineries

6.Judge Indicates He Will Order Greenpeace to Pay $345 Million in Oil Pipeline Case: A Turning Point in Climate Lawfare?

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I asked her some tough questions, and she brought the insights only like a true reporter could. We need to fight to save California, and it is worth saving. We talked about other guests who have been on the Energy News Beat podcast, like Steve Hilton and Mike Umbro, and even how Mel Gibson would fit into the Governor's race.

The bottom line: California is a National Security Crisis in the making, and as the title says, "A Rogue State Threatening National Security" is a complete understatement. I had to ask, "Is Gov Newsom incompetent or corrupt?"

**1. California's Energy Crisis**

The discussion extensively covers California's severe energy challenges, including the shutdown of oil refineries and pipelines that have crippled the state's domestic energy production. This has forced California to become heavily dependent on imported oil and gas from countries like Russia and China. The discussion emphasizes how this isn't just a state issue—it has national security implications, particularly affecting jet fuel supplies for military installations across the western U.S.

**2. Governor Newsom's Leadership and Policies**

There's significant criticism of Governor Gavin Newsom's management of the state, with particular focus on his energy policies and public safety decisions. The transcript mentions controversial decisions like the release of a convicted serial abuser from prison, and suggests that Newsom's political ambitions may be taking priority over addressing California's urgent problems.

Our discussion explores reform efforts through organizations like Fix California and Reform California, which are working to address voter fraud and gerrymandering. It also considers potential Republican alternatives for leadership, such as Steve Hilton, and discusses the possibility of federal intervention through agencies like the Department of Energy.

**4. Broader Political and Economic Context**

Katy touches on the national political divide between Democrats and Republicans, the lack of bipartisanship, and how federal policies—such as economic tools used against countries like Iran and Venezuela—have broader geopolitical implications.

Check out all of Katy's great work on the California Globe https://californiaglobe.com/

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We also cover AI, Data Centers, and President Trump's Commitment to lower Energy Prices

What a wild day on the Energy News Beat Stand Up. We have some great stories for you.

What if the United States takes control of the Dark Fleet and Iran’s oil production finances as we did with Venezuela? Do you think regime change could happen peacefully, or do the Iranians need to take control of their country?

Also, President Trump is moving on to lowering energy prices with the huge loan to Southern Company, which will impact consumers in a great way, and is inviting Tech Companies to the White House Next Week.

Wild times afoot. Tomorrow, we will be releasing the podcast with Katy Grimes, Editor-in-Chief of the California Globe, and we will cover the horrific energy policies of Gavin Newsom and his corrupt impact on California. 

1.Iran Rushing Oil Shipments Ahead of Possible U.S. Strike

2.Saudi Oil Exports Surge to Three-Year High during Iran Tensions

3.Net Zero Is Dead, but How Long Will Renewables Get Subsidies? Energy News Beat Exclusive Analysis

4.Trump Follows Up on State of the Union with Request to Meet Tech Companies on Power

5.AI Threat Signals Investors Should Shift Bets to Builders — Not Coders, UBS Wealth CIO Says

6.$5 Billion on New Nat Gas Pipeline in Gulf Coast

7.US Closes $26.5 Billion in Financing for Southern Co. Utilities

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1. Wind farm bankruptcies and land reclamation liabilities:

  - The transcript discusses the bankruptcy filing of a wind farm in Clay County, Texas, which had 119 wind turbines. The wind farm faced $103 million in hedge-related liabilities exacerbated by Winter Storm Uri in 2021.

  - The transcript highlights the broader issue of wind farms not having fully funded land reclamation plans, estimating a potential $89 billion liability across the U.S. wind turbine fleet.

  - It calls for reforms, suggesting that wind and solar farms should be required to pay for storage and land reclamation upfront as part of their operating costs.

2. California's energy challenges:

  - The transcript discusses California's energy quagmire, including skyrocketing electricity prices, frequent blackouts, and a heavy reliance on imported power.

  - It highlights California's moratorium on nuclear power and the potential to reopen the state's previously decommissioned nuclear facilities, such as Diablo Canyon, to address the energy crisis.

3. ConocoPhillips' asset sale in the Permian Basin:

  - The transcript examines ConocoPhillips' reported plans to sell certain assets in the Delaware Basin sub-region of the Permian Basin, valued at around $2 billion.

  - It provides insights into the company's strategy to streamline its portfolio and maintain production guidance amid a constrained capital expenditure environment.

4. Potential merger and acquisition activity in the Canadian oil sands sector:

  - The transcript discusses the anticipation of merger mayhem in the Canadian oil sands sector, driven by record production levels and diversified export destinations.

  - It mentions several Canadian oil companies, such as Suncor, Canadian Natural Resources, and Imperial Oil, that are eyeing potential U.S. listings.

5. Geopolitical tensions and their impact on oil markets:

  - The transcript discusses the potential risk of supply disruptions from Iran and Iraq, which has led oil traders to hedge against this risk.

  - It suggests that the market is pricing in a potential risk premium of up to $10 per barrel due to the escalating tensions.

6. Challenges faced by hyperscale data centers in securing reliable power:

  - The transcript examines the growing electricity demand from hyperscale data centers and the challenges they face in finding adequate and reliable power supply, particularly from renewable sources.

  - It questions the feasibility of data centers claiming to be 100% renewable, suggesting that nuclear power may be a necessary component.Based on the analysis, here are the main topics discussed in this transcript:

1.Clay County Texas Wind Farm Goes Bankrupt and Leaves Land Reclamation in Question

2.California Needs to End Its Outdated Nuclear Power Plant Moratorium to Survive

3.ConocoPhillips Considers Selling Permian Assets Worth $2 Billion: Implications for Investors and the Permian Basin’s Future

4.Canada’s Oil Sands Set Up for Merger Mayhem after Busy 2025

5.Trump 2.0’s Grand Strategy Against China Is Slowly But Surely Coming Together

6.Why Are Oil Traders Rushing to Hedge Iran Risk After a Wild Start to 2026

7.Power‑Hungry, Grid‑Locked : Where Hyperscalers Go To Find Their Next Megawatts

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We also have to ask the question. Can the "Board of Peace Replace the UN?" I, for one, would like to be 100% out of the UN, says Stu.

**1. Coal's Critical Role in Grid Stability**

The discussion emphasizes how coal power was essential during Winter Storm Fern, delivering 20 times more electricity than solar and batteries during peak demand. This highlights coal's irreplaceable value as a reliable backup during extreme weather emergencies.

**2. U.S. Electricity Market Pricing & Dispatch Issues**

The transcript critiques the current system for prioritizing renewable energy based solely on low marginal costs, while ignoring intermittency and backup needs. There's an argument for a more balanced approach that factors in full life-cycle costs and resilience considerations.

**3. UN Replacement with a "Board of Peace"**

A discussion about potentially replacing the United Nations with a more streamlined alternative organization, citing concerns about the UN's effectiveness and funding costs, with implications for U.S. involvement.

**4. California's Energy Crisis**

The conversation addresses California's energy challenges attributed to Governor Newsom's policies, and explores potential solutions like the Western Gateway Pipeline project to reduce the state's energy import dependency.

**5. U.S. Withdrawal Threat from the International Energy Agency (IEA)**

The transcript covers the Secretary of Energy's threat to withdraw from the IEA, criticizing it for prioritizing climate advocacy over energy security and suggesting this could reshape global energy policy.

**6. Energy Company Financial Performance**

Analysis of earnings, production guidance, and stock performance for major energy companies, including EQT, Liberty Energy, Exxon Mobil, Chevron, and Kinder Morgan.

1.Coal Kept the Grid Alive During Winter Storm Fern

2.Can the Board of Peace Fully Replace the UN?

3.California’s National Security Crisis Has a Solution

4.U.S. Threatens to Quit IEA Over Green Energy Advocacy

5.EQT Expecting $1B Windfall on Winter Storm Gas Price Rally

6.EIA: US Crude Inventories Drawn Down as Demand Increases

7.Newsom Cutting Clean Energy Deals with the U.K. Sparks Comments from President Trump

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And yes, Stu asks the most important question in Energy News Beat history. "Ryan, are you related to Chuck Norris?"

They are focused on saving consumers money while examining critical minerals, taxes, voting issues, and energy policies.

  - The upcoming 2026 legislative session and the potential for a special session to address the state income tax.

  - The role of Americans for Prosperity in advocating for their policy priorities and engaging with citizens.

The podcast covers a wide range of topics related to Arkansas's economic, political, and cultural landscape, with a particular focus on Americans for Prosperity's initiatives and priorities in the state.

**1. Americans for Prosperity's "Pathway to Zero" Campaign**

The organization is actively working toward eliminating Arkansas' state income tax. This is a central focus of their advocacy efforts in the state, representing a major policy initiative aimed at economic growth and tax relief.

**2. Education Policy and the LEARNS Act**

There's a discussion of Governor Sarah Sanders' education choice agenda, specifically the passage of the LEARNS Act. This reflects the organization's support for education policy reforms that expand school choice options for Arkansas families.

**3. Energy and Natural Resources Development**

The transcript highlights Arkansas' emerging role in energy production, including:

- The growing lithium industry and companies like Standard Lithium

- The state's nuclear power capabilities and existing nuclear facilities

- Positioning Arkansas as a hub for energy production and resource extraction

**4. Arkansas' Economic and Business Environment**

The conversation emphasizes the state's pro-growth policies and business-friendly climate under the current administration, including discussion of:

- Strong transportation infrastructure (highways, rivers, and rail)

- Economic development opportunities

- The state's competitive advantages

**5. Political Landscape and Governance**

Discussion of Arkansas' political history, current leadership, and upcoming legislative priorities, including potential special sessions to address tax policy in the 2026 legislative session.

**6. Grassroots Engagement and Civic Participation**

Emphasis on the importance of citizen involvement and grassroots advocacy in shaping policy outcomes.

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1. China's efforts to reduce its reliance on the US dollar:

  - China is shorting US Treasuries and buying gold to try to reduce its dependence on the US dollar in global trade, especially for commodities like oil.

  - However, China still relies heavily on importing oil and gas, which is priced in US dollars through the petrodollar system.

2. The growth of US LNG exports to Europe:

  - The US is rapidly expanding its LNG export capacity, which is helping Europe replace Russian gas.

  - A key company, OneOk, owns a large portion of the pipeline infrastructure market supporting US LNG exports.

3. The performance and strategies of major oil and gas companies:

  - Integrated companies like Exxon and Chevron are performing better than more specialized companies like Occidental.

  - European oil majors like BP and Total are struggling more, with BP considering asset sales.

4. OPEC's challenges in managing oil production and pricing:

  - OPEC has struggled to meet its own production targets, leading it to consider changes to its pricing mechanisms.

  - There are geopolitical tensions, like the US trying to influence OPEC members like Venezuela and Iran.

5. The role of natural gas, renewables, and nuclear power in the energy transition:

  - The guests discuss the pros and cons of different energy sources, arguing for a balanced approach that ensures reliable and affordable energy.

  - There are concerns about the ability of renewables alone to provide reliable power without fossil fuel or nuclear backup.

Stu and Jack cover a wide range of topics related to the global energy markets, geopolitics, and the energy transition, with a focus on oil, gas, and LNG. Based on the transcript analysis, here are the main topics discussed:

**1. China's De-Dollarization Strategy**

China is actively working to reduce its dependence on the US dollar by shorting US Treasuries and accumulating gold. However, this effort faces a fundamental constraint: China's massive need for imported oil and gas, which are priced in US dollars through the petrodollar system, keeps it tethered to dollar-denominated trade.

**2. US LNG Export Expansion**

The US is rapidly scaling up its liquefied natural gas (LNG) export capacity, playing a crucial role in helping Europe transition away from Russian gas supplies. One Oak, a significant player, controls a large portion of the pipeline infrastructure that supports these exports.

**3. Oil and Gas Company Performance**

The discussion compares how different energy companies are faring:

- Integrated majors like Exxon and Chevron are outperforming more specialized companies like Occidental

- European oil majors (BP, Total) are struggling more significantly, with some considering asset sales

**4. OPEC Production and Pricing Challenges**

OPEC faces difficulties meeting its own production targets and is considering adjustments to its pricing mechanisms. Geopolitical tensions also play a role, with the US attempting to influence OPEC members like Venezuela and Iran.

**5. Energy Transition and Power Sources**

We debate the role of natural gas, renewables, and nuclear power in the energy transition, emphasizing the need for a balanced approach that maintains reliable and affordable energy while questioning whether renewables alone can provide consistent power without fossil fuel or nuclear backup.

Connect with Jack on his LinkedIn here: https://www.linkedin.com/in/prandelligiacomo/

Check out the Merchant News Substack: https://themerchantsnews.substack.com/

Thank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/

Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/

Check out The Energy News Beat Website: https://energynewsbeat.co/

Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

The main topics and themes discussed in this podcast are:

1. The energy crisis in California:

- The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage.

- The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region.

- The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.

2. Politics and policy:

- The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington.

- It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections.

- The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.

3. Energy markets and geopolitics:

- The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe.

- It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade.

- The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.

4. Doomberg and media analysis:

- The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project.

- It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.

Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.

## 1. **California's Energy Crisis**

The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.

## 2. **Energy Policy & Politics**

The discussion examines the political landscape surrounding energy policy, including:

- The SAVE Act and voter ID requirements

- The EPA's endangerment finding for CO2 and its removal

- Policy volatility depending on election outcomes

- Governor Newsom's potential presidential ambitions and Democratic primary challenges

## 3. **Energy Markets & Geopolitics**

This section explores international energy dynamics:

- The EU's "grid socialism" plan and its effects on energy prices and grid stability

- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports

- Geopolitical dimensions of energy trade

- Analysis of claims about Russia and the US dollar system

## 4. **Doomberg Brand & Media Analysis**

The transcript discusses the Doomberg media brand, including:

- Its analytical approach and publishing strategy

- Expansion plans and upcoming book projects

- Challenges of media appearances and maintaining brand consistency

- The importance of visual presentation (thumbnails, headlines) in media

Chapters:

01:32 California Energy Crisis

10:21 Military Bases in California

12:57 filibuster and problems with elections

16:12 Endangerment of CO2 findings and its impact

21:12 EU grid interconnect problems and energy crisis

28:25 is the war with Ukraine about to end?

31:46 publications in the EU

36:00 Orban and his re-election

47:46 Upcoming topics around copper

Check out Doomberg on his Substack: https://newsletter.doomberg.com/

Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/

For David Blackmon https://blackmon.substack.com/

The main topics discussed in this podcast are:

1. Ford and GM entering the energy storage market:

  - Ford and GM are leveraging their battery expertise to enter the energy storage market, aiming to own a slice of the value chain that supports EV grid stability and renewable integration.

  - The battery energy storage system market is booming, projected to reach $145 billion by 2027.

  - The podcast compares the financial performance of Ford, GM, and Tesla, highlighting that Tesla is generating more income despite lower revenue compared to Ford and GM.

2. Nuclear fuel recycling:

  - There are benefits to recycling nuclear fuel, as spent fuel rods still contain 95% of their original power.

  - Recycling spent nuclear fuel could be a valuable resource, but the transcript discusses the regulatory challenges and the need for innovation in the nuclear industry.

3. Alberta's potential independence:

  - The podcast discusses the push for Alberta's independence from Canada, driven by historical grievances and the desire to control their oil and gas resources.

  - It analyzes the potential financial viability of Alberta as an independent entity, considering factors like existing pipelines and oil royalties.

  - The podcast suggests that while Alberta could potentially thrive as an independent state, the likelihood of it actually happening is low.

4. Rising electricity prices in the UK:

  - The podcast discusses warnings from the British Gas boss about UK electricity bills soaring by 2030, primarily due to system costs from years of underinvestment in the grid.

  - It criticizes the UK government's handling of the energy transition, highlighting the responsibility for high electricity prices and the need for a more responsible approach.

5. Europe's energy challenges:

  - The podcast explores the "pending energy implosion" in Europe, where the intermittent nature of renewable energy has led to price volatility and reliance on expensive imports.

  - It provides examples of specific European countries, such as France and its challenges with maintaining its nuclear fleet, and the broader issue of deindustrialization due to the energy crisis.

Here are the main topics discussed:

**1. Ford and GM's Entry into Energy Storage**

The automotive giants are expanding beyond vehicles into the battery energy storage market. This represents a strategic move to capture value in grid stability and renewable energy integration. The market is projected to reach $145 billion by 2027, and interestingly, Tesla is generating more income than Ford and GM despite lower revenue figures.

**2. Nuclear Fuel Recycling**

The discussion covers the potential of recycling spent nuclear fuel, which retains 95% of its original power. While this presents a valuable resource opportunity, the transcript highlights regulatory challenges and the need for innovation in the nuclear sector to make recycling viable.

**3. Alberta's Potential Independence**

The podcast examines the separatist movement in Alberta, driven by grievances over resource control and historical tensions. It analyzes the financial viability of Alberta as an independent entity, considering factors like existing pipelines and oil royalties, though concluding that actual independence is unlikely.

**4. UK Electricity Price Crisis**

British Gas leadership warns of soaring electricity bills by 2030, attributed to system costs from years of grid underinvestment. The discussion criticizes the UK government's energy transition approach and emphasizes the need for more responsible policy.

**5. Europe's Energy Challenges**

The podcast explores Europe's broader energy crisis, including intermittency issues with renewables, price volatility, expensive imports, and deindustrialization. France's nuclear fleet challenges are cited as a specific example of these systemic problems.

1.Ford and GM Follow Tesla’s Lead in the Energy Storage Race

2.Recycling Nuclear Fuel Has Two Benefits, and One of Those Helps Energy Security

3.Albertans Want their Independence, but what does that mean for the Energy Markets?

4.British Gas Boss Warns UK Electricity Bills Will Soar by 2030

5.Ed Miliband and Vladimir Putin are the same, in terms of your electricity bill

6.Europe’s Pending Energy Implosion

7.Oil and Gas Rig Count is Steady with Oil Rigs Down Three, Gas Rigs Up Three

Check Out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/

Check out the Energy News Beat Website: https://energynewsbeat.co/

A special shout-out to Steve Reese for sponsoring the Energy News Beat Stand Up https://reeseenergyconsulting.com/

In this Energy News Beat Stand-Up, we had a wild day on the News Desk!

We cover some huge stories, and any one of them would be a great single podcast, but we have 8 stories and stocks that Stu reviews on VectorVest software.

The main topics discussed in thispodcast are:

**1. Ukraine War & Russia-U.S. Economic Relations** Stu Turley discusses a Bloomberg report about a Russian memo proposing a return to U.S. dollar-based trade as part of a potential broader economic partnership with the Trump administration. This development could signal a possible end to the Ukraine conflict and have significant implications for global geopolitics and energy markets.

**2. U.S. Energy Engagement with Venezuela**

Secretary of Energy Chris Wright made a high-level visit to Venezuela—the most significant U.S. energy-focused trip to the country in nearly three decades. The goal was to revitalize Venezuela's struggling oil sector through investments, licensing reforms, and legal changes. Chevron's return to processing Venezuelan oil in U.S. Gulf Coast refineries signals a thawing of U.S.-Venezuela energy relations.

**3. Tightening Global Oil Markets**

The discussion covers how U.S. sanctions pressure on Russian and Iranian oil flows is creating tighter-than-expected oil markets. Millions of barrels of sanctioned crude are accumulating in floating storage, affecting global supply dynamics. In a memo covered by Bloomberg, President Putin proposes trading the US dollar, signaling a potential end to the war in Ukraine.

**4. Trump Administration's Coal Industry Support**

President Trump issued an executive order leveraging federal purchasing power to sustain coal operations, framing it as a national security matter. The Tennessee Valley Authority (TVA) also decided to keep two major coal facilities operational beyond their originally scheduled closure dates.

**5. Energy & Financial Markets Analysis**

The transcript includes commentary on the performance of various energy sector companies (oil, gas, and coal) and the host's personal trading strategies and market observations.

Chapters:

00:48 Potential End of the Ukraine War

02:56 Secretary Wright's trip to Venezuela and Chevron's growth

07:05 Vitol CEO says oil market tightens

10:13 Trump to assign the Pentagon go buy electricity from Coal

12:08 TVA to keep two coal plants open

13:47 China's renewable sector depends on oil and coal to manufacture

15:20 Trump ends the Obama era's overreach through climate regulations, saving trillions of dollars.

1.The End to the Ukraine War May Be at Hand with Putin Asking President Trump to Return to the US Dollar

2.What Should Investors Look at After Secretary Chris Wright’s Trip to Venezuela?

3.Chevron Taps Into Venezuelan Oil as Crude is Being Processed in US. What does this mean for investors?

4.Vitol CEO Says Oil Market Tightens on Geopolitical Squeeze

5.Trump to Assign Pentagon to Buy Electricity from Coal to Keep Them Alive

6.TVA Does Not Want to Close Two Coal-Fired Power Plants: A Shift in Energy Strategy Amid Rising Dema

7.China’s Clean Energy Machine is Based on Oil and Coal to Survive

8.Trump Set to Repeal Landmark Climate Finding in Gigantic Regulatory Rollback

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Shout out to Steve Reese and the Reese Energy Consulting team at https://reeseenergyconsulting.com/

The main topics discussed in this podcast are:

1. The state of the US energy industry and grid infrastructure:

  - The challenges with renewable energy sources like solar and wind, and the need for a balanced energy mix including natural gas.

  - The importance of securing the supply chain and manufacturing capabilities for energy technologies within the US.

  - Concerns about grid security and vulnerabilities, especially related to equipment sourced from China.

  - The need to invest in and modernize the US energy infrastructure to meet growing demand, especially from data centers and new technologies.

2. The role of government policy and leadership:

  - Praise for the policies and actions taken by the Trump administration to support the energy industry and domestic manufacturing.

  - Criticism of the Biden administration's policies and their impact on energy security and affordability.

  - The importance of bipartisan, fact-based policymaking focused on serving the best interests of all Americans.

3. The future of technology and innovation:

  - The growth of AI, data centers, and other emerging technologies and their increasing energy demands.

  - Opportunities for technological innovations like space-based solar and advanced energy storage.

  - The need to align technological progress with energy infrastructure development.

4. The importance of American competitiveness and national security:

  - Concerns about China's growing influence and aggression, and the need to counter this through domestic energy and manufacturing capabilities.

  - The role of energy security in maintaining US global competitiveness and national security.

Connect with Chet Love on his LinkedIn https://www.linkedin.com/in/chetlove/

Chet's article on Real Clear Energy America First Demands International Energy Alliances

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Let's push nationally to level the playing field for Wind and Solar by including their costs in projects, storage, and the additional maintenance that the spinning up and down of gas turbines pass on to consumers. With no subsidies for the wind, solar, and storage technology is supposed to be cheaper, let's install all of them. But let's include land reclamation, recycling, and grid resilience without subsidies, and see how many wind and solar farms get installed.

The main topics discussed in this Energy News Beat Stand Up are:

1. The high costs and challenges associated with wind energy, including the need to frequently replace wind turbines, the lack of profitability, and the issues with recycling and disposing of old turbine blades.

Michael Tanner and Stu Turley discuss how wind energy is not as cost-effective or environmentally friendly as it is often portrayed. They highlight examples like a wind farm in Texas that is replacing 100 turbines after only 5 years, and the toxic waste problems caused by abandoned and discarded turbine blades.

2. The advantages of traditional energy sources like natural gas and coal over renewable energy for grid reliability and resilience, especially in cold weather climates.

The hosts argue that energy sources like natural gas and coal are better able to withstand extreme weather conditions compared to wind and solar, which can experience significant output drops during freezing temperatures.

3. The financial and regulatory challenges facing the renewable energy industry, particularly in states like New York that have set ambitious clean energy targets.

The transcript discusses how the costs of implementing renewable energy are much higher than expected, leading to financial issues and a reliance on fossil fuels that contradicts the stated environmental goals.

4. The global expansion and technical expertise of U.S. oil and gas companies, and how they are leveraging this to gain a competitive advantage internationally.

The discussion touches on how U.S. oil majors like Chevron and ExxonMobil are using their technical capabilities to grow their business overseas, in contrast to European oil companies that have shifted more towards renewable energy. We also cover Liberty Energy's different view of being an oilfield service company.

1.100 Wind Turbines Get an Upgrade in Texas, but at What Cost?

2.Texas Sues Wind Turbine Recycler Over 3,000 Blades Dumped In Sweetwater

3.Wind Costs Hitting New York’s Utopian Green-Energy Party Where It Hurts

4.Finland Wind Turbine Blades Freeze, Curbing Green Power Output. Yet another lesson on Grid Resilience

5.U.S. Oil Majors Are At the Front Lines of Energy Dominance Through Service

6.Liberty Energy Secures 330MW Power Deal to Support Data Center Expansion in Texas

https://energynewsbeat.co/

https://theenergynewsbeat.substack.com/

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Shout out to Steve Reese and Reese Energy Consulting for sponsoring the podcast. https://reeseenergyconsulting.com/

The main topics discussed in this Energy News Beat Stand Up are:

1. The impact of recent winter storms on the U.S. energy grid and the performance issues with renewable energy sources like wind and solar during peak demand periods. The speaker argues that wind, solar, and storage need to be repriced to account for the additional costs they impose on the grid.

2. The launch of "Project Vault" by the Trump administration to establish a strategic critical minerals reserve and reduce U.S. dependence on foreign suppliers, especially China. The speaker highlights several companies that are expected to benefit from this initiative.

3. Siemens Energy's $1 billion investment to expand manufacturing of grid equipment in the U.S., creating 1,500 new jobs. The speaker praises the "approachability" of the Trump administration and the Department of Energy, which he says has made it easier for companies like Siemens to invest in Republican-led states.

4. The decline in OPEC oil production in January 2026, largely due to political turmoil in Venezuela. The speaker discusses the complexities of the global oil market, noting that "not all oil is created equal" and that OPEC is taking a cautious approach to production quotas and cuts.

5. India's continued imports of Russian oil, despite pressure from the U.S. to reduce reliance on Russian energy. The speaker argues that he does not fault India for buying cheap Russian oil, but criticizes California for importing Russian oil-derived jet fuel, which he sees as a national security risk.

6. The need for more truthful and fact-based reporting on energy issues by the mainstream media, which the speaker believes is often biased in favor of renewable energy.

1.Overreliance on Renewables Leaves Americans Out in the Cold, and Paying More for Electricity

2.Trump’s Project Vault Gives US Critical Minerals a Boost

3.Siemens Energy Commits $1 Billion to Ramp Up Manufacturing in US, Impacting Grid Equipment

4.OPEC Output Fell Last Month Due to Venezuela Turmoil

5.Oil Rises Amid Conflicting Reports on Iran

6.India Is Expected To Only Slowly Reduce Its Import Of Russian Oil

7.When will the Mainstream Media Report the Truth on Energy? Nick Deluliis Stops By to Talk about the Truth In Energy

Shout out to Steve Reese and the Reese Energy Team at https://reeseenergyconsulting.com/

Sources: theenergynewsbeat.substack.com, nationalreview.com, Grok, electrek.co, eia.gov

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With Bill Gates admitting we are not going to die from "Climate Crisis" to Larry Fink admitting at Davos that we need stable power, when will the MSM follow these stories? Is it up to the podcasts?

Connect with Nick on his LinkedIn:https://www.linkedin.com/in/nick-deiuliis/

1. Concerns about biased and inaccurate energy news reporting:

The host and guest discuss how energy news reporting, particularly in outlets like the Wall Street Journal, often fails to provide objective, fact-based coverage. They cite the "Gell-Mann amnesia effect" where readers trust the reporting on topics they are unfamiliar with, even when the reporting on the guest's area of expertise (energy) contains significant flaws and omissions.

2. The challenges of transitioning the energy grid to renewable sources:

The transcript explores how the push for large-scale adoption of wind and solar power has led to "manufactured inefficiencies" in energy systems. The guests argue that intermittent renewable sources are not viable replacements for reliable baseload power from fossil fuels and nuclear, resulting in grid instability and higher costs for consumers.

3. The importance of rational, fact-based energy policies:

The discussion highlights how ideologically-driven energy policies, often favoring renewable energy over more reliable sources, have had negative consequences for energy affordability, grid reliability, and industrial competitiveness. The guests advocate for policymaking grounded in scientific and economic realities rather than political agendas.

4. The potential of the Marcellus Shale region for reviving American manufacturing:

The guests express optimism about leveraging the abundant natural gas resources in the Marcellus Shale to support domestic manufacturing and economic growth, if policies enable the efficient development and utilization of these energy assets.

5. The emerging global divide on energy and climate policies:

The transcript suggests a bifurcation of the world into two camps - those pursuing net-zero emissions policies that undermine industrial competitiveness, versus those focused on energy affordability and reliability to support economic prosperity.

We emphasized the need for objective, fact-based journalism to inform the public and policymakers on the complex realities of the energy transition.

Time Stamps:

01:04 WSJ Pivots from Trusted Reporting to Propaganda

04:00 The founding of the nation was on trust, and the press was afforded protections

08:59 Texas ERCOT, even with problems, is better off than other areas

12:42 Manufactured inefficiency on the grid

15.13 Ds and Rs it is simpler - it's ideological

17:39 the Reliables are nat gas, coal, and nuclear

20:11 Power sources next to generation

Shout out to Reese Energy Consulting for sponsoring the Podcast: https://reeseenergyconsulting.com/

Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/

A wild way to end January trading with the Silver Crash of 2026, and how is oil going to shake out? We also cover earnings for Chevron, ExxonMobil, and Liberty Energy.

The main topics discussed in thisEpisdoe of the Energy News Beat Stand-Up are:

1. The dramatic plunge in silver prices:

  - The silver market saw a 37% single-day crash on January 30th, the worst day on record since March 1980.

  - There are questions around potential market manipulation by entities like JP Morgan.

  - The hosts discuss the underlying supply and demand factors impacting the silver market, such as China's export restrictions.

2. The global energy crisis and its impact:

  - Europe is facing major challenges with energy security and affordability, leading to a resurgence of fossil fuel usage.

  - Countries like China, India, and the UK are all ramping up domestic oil and gas exploration and production.

  - The hosts analyze how this global energy crunch is affecting natural gas prices and availability in the US.

3. The role of natural gas and fossil fuels in the energy transition:

  - Texas is doubling down on natural gas-fired power generation, including a massive 75.65 GW project.

  - Major oil companies like Exxon and Chevron are increasingly partnering with data centers to provide dedicated, behind-the-meter power generation.

  - The hosts discuss how this shift towards natural gas-powered data centers could impact midstream pipeline companies.

4. Earnings and financial performance of energy companies:

  - The hosts review the latest quarterly earnings reports from companies like Liberty Energy, Exxon, and Chevron.

  - They analyze trends like share buybacks, production growth, and the impact of assets like Guyana and Venezuela.

  - The discussion touches on how these companies are transitioning towards more utility-like business models.

1.Silver Market Plunge Wipes Out Investors, and We Have Questions

2.The Monroe Doctrine in Full Display as Danish Firm Maersk Temporarily Takes Over Operations of Two Ports on the Panama Canal

3.Energy Security Starts at Home, and the EU and UK Are Waking Up

4.Largest Power Project In US Approved For West Texas Amid Gas Plant And Data Center Buildout

5.Liberty Energy Earnings Report for Q4 2025

6.Exxon Beats Expectations as Record Production Offsets Lower Oil Price

7.Chevron Beats Profit Estimates with Venezuela on a Roll

Shout to Steve Reese and the entire Reese Energy Consulting group for sponsoring the Energy News Beat Podcast. https://reeseenergyconsulting.com/

Shout out to FeedSpot - Energy News Beat ranked #3 globally for top Energy Podcast

https://podcast.feedspot.com/energy_podcasts/

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We are seeing a commodities Supercycle surge, and did oil just make it to the Commodities Homecoming Dance? We cover critical investing and issues that will impact consumers in the oil and gas markets.

The main topics discussed in this Energy News Beat Stand-UP are:

1. Geopolitical tensions and their impact on oil prices:

  - President Trump's threats of military action against Iran and the resulting spike in Brent crude oil prices

  - Concerns about potential supply disruptions from Iran and Iraq, which could further impact oil markets

2. Declining oil and gas exploration and investment:

  - The plunge in global conventional oil and gas discovery volumes in recent years

  - The decline in overall oil and gas capital expenditures, focused on short-cycle, low-cost projects

  - The high percentage of production coming from post-peak oil and gas fields raising concerns about future supply

3. The changing dynamics in the oil and gas industry:

  - The dichotomy between "drill, baby, drill" and "grow, baby, grow" approaches to production

  - The role of refinery demand in determining the pricing and trading of different crude oil grades

  - Saudi Aramco's efforts to change how OPEC monitors and prices oil, moving towards a more refinery-driven model

4. Potential mergers and acquisitions in the sector:

  - The ongoing discussions around a potential merger between Coterra Energy and Devon Energy

  - The involvement of activist investor Kimmeridge in pushing for this merger, including the potential nomination of Scott Sheffield to Coterra's board

5. Performance and outlook for oil and gas companies:

  - The strong stock price performance of major oil companies like ExxonMobil and Chevron

  - The potential opportunities in the mining and gold/silver sectors as a hedge against oil and gas market volatility

Stories Covered in today's Energy News Beat Stand-Up

1.Brent Breaks $70 After Trump Threatens Iran With Military Force

2.Oil Options on Longest Bullish Run Since 2024 as Iran Risk Looms

3.Oil Exploration Drastically Lagging Demand – We are approaching a critical junction of lack of investment

4.Trinidad & Tobago: The $4 Billion Nat Gas Play

5.Gas Turbines Suffer Economic Hardships Due to Stress Placed on Them by Wind and Solar

6.Saudi Aramco Raises $4 Billion as Oil Prices Remain Under the Oil Glut Threat

A shout-out to Reese Energy Consulting for sponsoring the Podcast: https://reeseenergyconsulting.com/

Check out: theenergynewsbeat.substack.com,

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As we release this podcast, US Ships are approaching Iran, and oil prices are responding.

The main topics discussed in this Podcast are:

1. The role of energy, particularly oil, in global geopolitics and conflicts:

  - The transcript discusses how targeting electrical grid infrastructure has been a common military tactic in major conflicts like the Iraq wars, the Russia-Ukraine war, and the situation in Venezuela.

  - Controlling energy resources and infrastructure is seen as a key strategic objective in these conflicts.

2. The "dark fleet" and Venezuela's involvement in circumventing sanctions:

  - The discussion touches on Venezuela's relationship with Russia and China, and how they have been using a "dark fleet" of tankers to move oil and bypass sanctions.

  - This highlights how energy trade and financial mechanisms are being used to counter geopolitical pressure.

3. The shift towards a "Western Hemispheric energy powerhouse":

  - There is discussion about the Trump administration's efforts to align the energy resources of the Western Hemisphere, including shale, oil sands, and Venezuela's heavy crude, under a framework that prioritizes reliable, low-cost supply.

  - This is seen as a potential challenge to OPEC's influence.

4. The challenges facing the transition to renewable energy and electrification:

  - The transcript touches on the growing demand for electricity, the constraints on the power grid and natural gas supply, and the difficulties in rapidly scaling up new energy infrastructure.

  - There is a discussion about the role of natural gas, data centers, and new technologies like reciprocating engines in meeting this growing energy demand.

5. The performance and challenges of the electric vehicle (EV) market:

  - The transcript discusses the significant financial losses incurred by legacy automakers in their efforts to compete with Tesla and enter the EV market.

  - This is seen as an example of the industry misjudging the market and customer demand for EVs.

Chapters/Time Stamps

03:27 War and how energy infrastructure is targeted

07:59 Energy is the key to geopolitics

14:35 Greenland is the New Green Deal

18:32 EIA Growing Electricity Demand

27:37 Natural Gas, and we may be too dependent on one source

32:41 EVs and the problems car makers have had, and caused.

Check out Robert Bryce on his Substack: https://robertbryce.substack.com/

Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/

or the Energy News Beat Website https://energynewsbeat.co/

1. The potential natural gas shortage in Europe and its impact on the silver markets. The host discusses how natural gas shortages could lead to rationing and impact energy-intensive silver refining processes in Europe.

2. The performance and outlook of various mining and petroleum stocks, including Helca Mining, Coeur Mining, Pan American Silver, and Exxon. The host analyzes the current stock prices, valuations, and earnings of these companies.

3. The potential impact on Canada if it signs a trade deal with China, and the threat of a 100% tariff by President Trump on Canadian products. Stu discusses the economic consequences this could have for Canada. There could be a 4% drop in GDP and the loss of hundreds of thousands of jobs.

4. The decision by Shell to shutter or divest around 1,000 retail gas stations in the US, with a significant impact felt in California. The host is critical of California Governor Gavin Newsom's energy policies.

5. The use of retired military engines for energy generation, which the host finds to be a promising idea.A great way to bridge the gap of demand for new natural gas turbines and get power to data centers behind the meter.

6. The performance of the overall stock market, with the Dow Jones down but the NASDAQ and S&P 500 up on the previous Friday. I do a quick run-through of some stock charts; let me know what you want to see in the future.

Time Stamps

01:07 JP Morgan and silver crisis to $420 - how to look at making money

03:50 Storm Fern rolls through and how is the US Grid being powered

06:27 China signs a deal with Canada, and it may cost hundreds of thousands of jobs

09:13 Gavin Newsom steps in it again after Davos, Shell to shut down 1,100 gas stations

10:58 250 Actions the Trump adminstration has taken to ensure grid safety and lower prices

11:52 Sonsor Reese Energy Consulting

13:30 VectorVest Stock review of top stocks and what to look for in making money

We do not give investment advice; rather, we show you the tools and resources we use. Please check with your CPA, or certified financial planner.

1.European Natural Gas Shortage May Impact Silver Refineries: Implications for Global Markets and Investment Opportunities

2.What Powers the U.S. Grid During a Major Storm

3.If China Signs a Deal With Canada, Trump Puts a 100% Tariff on All Products from Canada

4.Gov Newsom Under Fire yet Again as Shell Closes 1,100 Gas Stations, Causing Hardship on Citizens

5.250 Actions the Trump Administration and Congressional Allies Have Taken to Unleash Our Energy Potential

6.Newsom’s Presidential Ambitions Died in Davos

7.AI and Data Centers Spark Innovation – Like Retired Military Aircraft Engines for Energy

Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/

The Energy News Beat YouTube Channel https://www.youtube.com/@energynewsbeat

Check out the Energy News Beat Website https://energynewsbeat.co/

Check out if oil and gas is right for your portfolio https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Reese Energy Consulting https://reeseenergyconsulting.com/

While significant improvements have been made to the ERCOT Grid system, a fundamental issue remains.

We have about $150 Billion in wind, solar, and batteries, and if we had spent only 25% less on renewables and put that toward resilience, we would not have concerns about grid stability. We are about to see how the grid holds up in this new storm rolling in this weekend.

Key topics include:

The main topics discussed in this transcript are:

1. The reliability and resilience of the Texas electricity grid:

  - Dr. Bennett discusses how the Texas grid is still vulnerable to major winter storms, despite some operational improvements since the 2021 Winter Storm Uri.

  - He explains that the underlying market design issues have not been adequately addressed, leading to a growing capacity gap and over-reliance on intermittent renewable sources like wind and solar that are not well-suited for winter peak demand.

2. The need to properly value reliability in the Texas electricity market:

  - Dr. Bennett emphasizes that the current market structure overvalues cheap, intermittent energy sources like wind and solar, while undervaluing the reliability provided by dispatchable generation like natural gas.

  - He argues that policymakers need to require wind and solar generators to meet certain reliability standards and pay for the transmission infrastructure they require.

3. The growth of data centers and their impact on the grid:

  - We discuss the rapid growth of data centers in Texas and how they can be an asset or a liability for the grid, depending on how they are integrated and how they contribute to infrastructure costs.

  - Dr. Bennett suggests that data centers should be required to pay their fair share for grid infrastructure and manage their energy usage to help reduce system volatility.

4. Decommissioning of wind turbines and managing the energy transition:

  - The discussion touches on the growing issue of wind turbine decommissioning and disposal, noting that Texas has started to build a regulatory framework around this, but more work is needed.

  - Dr. Bennett suggests that getting the market design right is key to ensuring a smooth and cost-effective energy transition, rather than relying on subsidies and policies that can distort investment signals.

Overall, our discussion provides a comprehensive overview of the key challenges facing the Texas electricity grid and the policy changes that Dr. Bennett believes are necessary to ensure a reliable, affordable, and sustainable power system for Texas.

Check out The Texas Public Policy Foundation https://www.texaspolicy.com/

Check out Dr. Bennett's LinkedIn https://www.linkedin.com/in/brent-bennett/

Check out the Substack https://theenergynewsbeat.substack.com/

Full transcript: https://energynewsbeat.co/

The main topics discussed in this podcast are:

1. President Trump’s speech at the World Economic Forum in Davos, where he promoted America’s energy dominance and criticized policies like net zero emissions targets.

2. The potential acquisition or deal regarding Greenland, which the host suggests could be called the “Green New Deal” as a joke.

3. We give Newsom a shout-out as ourcriticism of California’s energy policies and the potential energy crisis in the state has helped our numbers and new subscribers.

4. Analysis of several oil and gas services stocks, including Schlumberger, Halliburton, Baker Hughes, and Liberty Energy. Liberty has successfully been changing its business model, and I am interviewing its CEO again in a few weeks. The nimble, profitable companies will thrive and survive.

5. Updates on crude oil inventory levels and energy market prices.

00:38 President Trump's Davos speech

2:18 Can we call Greenland acquisition “The Green New Deal” just to mess with folks

05:03 Trump takes aim at Net Zero

06:28 Greenland Deal specifics and update

09:03 Gavin Newsom and President Trump Showdown is on deck

14:06 Post-Maduro Capture is a good time to look at Oil Field Service Stocks

21:04 Oil inventories up

1.Trump’s Speech at Davos Sets the Choice of Grow Baby Grow or Keep Doing What You’re Doing

2.Trump Takes Aim at Britain’s Net Zero Agenda in Davos Tirade

3.Negotiations Over Greenland Are Moving in a Positive Direction, Says Trump

4.Trump vs. Newsom Energy Showdown is About to Start

5.Post Maduro Capture, Venezuela Is Not the Only Reason to Own Oil Field Services Stocks

6.US Crude Oil Inventories Up

This is a brief part of the admission that they have failed, but the key point is that the once-great poster child of the Green New Deal has admitted they cannot go on under the old ways.

But whether they will change is the key.

Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/p/the-davos-crowd-just-got-the-royal

It is clear that the Davos trip was wild. We will cover it on The Energy Realities Podcast on Monday, and I will have more clips and try to dig deeper into the highlights.

Mark Carney and Gavin Newsom's behavior proves that they are not going quietly into the night, but will fight to be “stupid,” to use a Trumpism.

Thank you to all of our great subscribers, patrons, and Steve Reese at the Reese Energy Consulting for sponsoring the Energy News Beat Podcast.

Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/

Is oil and gas right for your portolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

In this wide-ranging discussion, Doug Sandridge, the founder of Oil and Gas Executives for Nuclear, shares his firsthand observations from a recent 16-day trip to Saudi Arabia. Sandridge provides a fascinating insider's perspective on the dramatic changes transforming Saudi society and the country's energy landscape.

From the openness and modernization of Saudi cities to the kingdom's strategic shift towards developing its natural gas resources and renewable energy, Sandridge paints a picture of a nation rapidly evolving. The conversation also delves into the critical importance of the U.S.-Saudi relationship, as well as the broader global energy dynamics at play. Sandridge offers insights on the misconceptions around an "energy transition" away from fossil fuels, the volatility in oil markets, and Saudi Arabia's historical role as a stabilizing force.

This interview offers a unique window into the shifting sands of the energy world, with Saudi Arabia emerging as a pivotal player on the global stage.

As Stu Turley has been talking about, Saudi Arabia is critical to the new trading blocs and to new markets for growth. The new trading blocs are critical, and oil, gas, and nuclear are at the forefront. Providing the lowest-cost energy with the least environmental impact is critical.

Check out Oil and Gas Executives for Nuclear: https://executives4nuclear.com/

Also Connect with Doug on his LinkedIn here: https://www.linkedin.com/in/douglas-c-sandridge-63996312/

Subscribe to his Substack here: https://douglascsandridge.substack.com/

Check out the video from the trip: https://theenergynewsbeat.substack.com/

00:00 Doug Sandridge's trip to Saudi Arabia and observations about the country's changes:

09:00 Evolution of global energy markets and policies

10:18 Start of Saudi Arabia's oil :

23:25 Pictures of the trip Ottoman Empire

33:01 Saudi appears to want price stability

40:44 Return to supply and demand pricing

43:59 Energy Addition, not Energy Transition

The main topics discussed in this podcast are:

1. The oil and gas industry, particularly the challenges faced by oil producers due to low oil prices. This is evidenced by the discussion around Harold Ham's comments about the need to stop drilling when profit margins are low.

2. Geopolitical issues related to Venezuela, including the U.S. intervention and its impact on oil production and exports. The hosts discuss how this has affected Exxon's operations in neighboring Guyana.

3. Developments in the Canadian oil and gas sector, including the increasing trade ties between Canada and China, as well as the potential impact on Canada's energy exports.

4. Mergers and acquisitions in the U.S. shale industry, specifically the potential deal between Devon Energy and Coterra Energy, and the strategic rationale behind such consolidation.

5. Technological advancements in oil and gas exploration and production, such as the use of lasers for deep well drilling.

6. The broader geopolitical landscape and the shifting power dynamics, as discussed in the context of Mark Carney's comments on a "new world order". This will not end well for Carney.

Time Stamps:

00:17 Challenges facing oil producers due to low oil prices

04:42 Why Exxon and Chevron are holding stock prices up while oil is down

09:25 USGS discovers new oil and gas deposits in Texas

13:18 Carney's Canadian carnage - what did he mean by new world order?

19:01 US seizes another dark fleet tanker

21:01 Finance Section and M&A deals

All of the stories covered can be found at

https://theenergynewsbeat.substack.com/

and

https://energynewsbeat.co/

1.Harold Hamm Says There Is No Need to Drill at $58 per Barrel

2.Why Chevron and Exxon are Holding Their Stock Price Even When Oil is Holding at $60 to $65?

3.USGS Unveils Massive Undiscovered Oil and Gas Resources in Texas’ Permian Basin

4.Mitsubishi Enters U.S. Shale With $5.2 Billion Haynesville Gas Deal: What Does This Mean for Investors and Consumers?

5.Carney’s Canadian Carnage: What He Means By a ‘New…world…order’ – David Blackmon

6.US Seizes Another Dark Fleet Tanker: Tightening the Grip on Sanctioned Oil Flows

Shout out to Steve Reese and Reese Energy Consulting for Sponsoring the Energy News Beat Stand UP Podcast.

What a day on the news Desk! In this edition of the Energy News Beat Stand Up, we cover several key stories.

1. How President Trump changed the global oil market and his actions regarding Venezuela’s oil exports. The transcript discusses how the Trump administration captured Venezuela’s President Maduro and used new financial mechanisms to bypass the old system and fund Venezuela’s oil exports.

Add to the mix that OPEC is looking to change the pricing models and matrices to use production and refinery demand, oh, like going back to supply and demand basics. As OPEC and OPEC+ were unable to increase production even with higher quotas last year. How is OPEC going to handle the pricing when President Trump’s Administration is managing the flow of oil for one of its members? Is the US now a de facto member of OPEC?

So the new financial mechanisms put in place are now accelerated through the use of Qatar’s banking and the funding of Venezuelan oil money to bypass the old system, royalties, and ownership claims, all through a veil of legal protections.

Norway’s decision to award 57 new offshore oil and gas exploration permits reversed its previous plans to shut down the industry. The transcript highlights Norway’s commitment to maintaining high levels of oil and gas production.

3. The potential implications if the U.S. were to leverage its NATO membership to purchase Greenland. The transcript discusses the high financial and military costs Europe would face if the U.S. were to leave NATO. President Trump would not have to go to war if he cut a deal with them.

4. A study showing that New England ratepayers could save $400-700 billion by replacing wind, solar, and nuclear power with natural gas and nuclear power.

5. Tesla’s progress in building a lithium refinery in Texas that will produce enough battery-grade lithium to power around 1 million electric vehicles per year. This is an outstanding story about cleaner lithium, done in Texas, which is one of the reasons I watch Tesla Stocks.

Time Stamps'

00:27 Sale of Venezuelan Oil, new markets in control

05:10 Norway ads 57 Drilling permits and expands oil and gas

07:12 What if President Trump uses NATO Membership as leverage for Greenland?

10:25 New England Rate Payers would save 700 Billion getting rid of wind and solar

13:30 Testla Lithium Refinery online

17:33 Stock Charts

Stories and their links:

1.How President Trump Changed the Global Oil Market and Sold Venezuelan Oil

2.Norway Awards 57 Drilling Permits in Offshore Oil, Gas Exploration Round

3.What If President Trump Uses NATO Membership as Leverage to Buy Greenland?

4.New England Ratepayers Would Save Up to $700 Billion Replacing Wind, Solar with Natural Gas, Nuclear

5.Tesla Lithium Refinery Steps Up to the Plate and Hits a Home Run for Energy Dominance in North America

Tomorrow I am interviewing Doug Sandridge, Oil and Gas Executives for Nuclear Founder, who just got back from Saudi Arabia. We are going to talk about their latest news and what is going on with oil.

Thanks to Steve Reese and the Reese Energy Consulting Group for Sponsoring the Energy News Beat Podcast in 2026.

Don't forget that Energy Security starts at home, but Energy Dominance comes from Exports. And now, Energy Dominance can come from controlling export markets. We have to wonder how OPEC and OPEC+ will respond as we are facing some of the most significant changes in the oil and gas markets we have seen in decades.

1. The potential impact of the ongoing revolution in Iran on global oil markets and prices. The hosts discuss how a disruption in Iran's oil exports could lead to a spike in oil prices, potentially up to $80 per barrel in the short term.

2. The executive order signed by President Trump to safeguard Venezuela's oil revenues for the benefit of the U.S. and Venezuela. The hosts discuss the key provisions of the order and the reactions from oil executives.

3. China's evolving oil and gas production and import trends, and how this could impact global energy markets, particularly with the upcoming Siberia 2 pipeline that will supply more Russian gas to China.

4. The potential political implications of high energy prices in the U.S. and how this could impact the upcoming midterm elections, with the hosts discussing a report on how Republican policies could be more favorable for energy affordability.

1.How Will a Revolution in Iran Impact the Global Oil Markets? Could Iraq potentially also be an influence?

2.President Trump Signs Executive Order on Venezuelan Oil: Safeguarding Revenues for American and Venezuelan Benefit

3.Don’t Count the U.S. Dollar Out Yet: Venezuela Was the Key

4.China’s Oil and Gas Drilling Program Improvements Are Now Capable of Impacting Markets

5.DAVID BLACKMON: New Study Shows How GOP Can Win On Affordability Issue

Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/

Time Stamps:

00:19 Iran's revolution

02:33 Michael disagrees with the impact on oil

04:15 Venezuela and the impact on the oil markets

11:46 Key Market insights with the US Dollar being traded

14:56 China's internal oil and gas production

18:12 Energy Security starts at home

This podcast went out on the Energy Impacts Podcast with David Blackmon and the Energy News Beat Podcast with Stu Turley. Tom Pyle, the CEO of the Institute for Energy Research, lays out the article linked below, and it is very clear. Energy Policies account for the greatest increases in energy costs.

The main topics discussed in this podcast are:

1. Electricity and energy prices in the United States, particularly the higher costs in "blue" (Democratic-leaning) states compared to "red" (Republican-leaning) states. The transcript discusses a report by the Institute for Energy Research called "Blue States High Rates" that analyzes this trend.

2. The impact of renewable energy policies and mandates, such as renewable portfolio standards, on electricity prices. The transcript argues that these policies, combined with the forced closure of traditional baseload power sources like coal and nuclear, have driven up costs in certain states.

3. The challenges faced by states like California and New York in maintaining reliable and affordable energy supplies due to their aggressive climate and renewable energy policies. The transcript discusses issues like the closure of refineries, reliance on imported energy, and the difficulties in building new natural gas pipelines.

4. The role of the federal government, particularly the Trump administration, in energy policy decisions and their impact on electricity prices. This includes topics like the EPA's endangerment finding and the potential benefits of rescinding it.

5. The broader political and ideological divide between "red" and "blue" states on energy and climate policy, and how this translates into differences in electricity affordability for consumers.

01:25 Intro to the main topic of Blue State and High Rates

02:23 Tom Pyle, breaks down the report

07:16 Wind and solar in Texas

08:43 Graphic on costs in blue vs. red states

14:25 transmission lines and costs

17:24 California and its Energy Crisis

21:02 Energy Policy defines electricity rates

26:54 Jones Act and LNG Tankers

37:33 Carbon Taxes and Net Zero

#energynewsbeat #netzero #democrats

Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/thomasjpyle/

Check out the IER Institute for Energy Research https://www.instituteforenergyresearch.org/the-grid/blue-states-high-rates/

Full Transcript will be https://energynewsbeat.co/conversationwithstu/

Full Video with no commercials will be https://theenergynewsbeat.substack.com/

1. President Trump's efforts to restore prosperity, safety, and security in Venezuela. This includes the US government working with interim Venezuelan authorities and private industry to market Venezuelan crude oil in the global marketplace, with the proceeds going to US-controlled accounts.

2. Secretary of Energy Chris Wright's plans and vision for the US energy market, including promoting domestic rare earth production, addressing challenges facing the US electrical grid, and his views on nuclear power and the "energy edition" rather than an "energy transition".

3. The impact of US military action in Venezuela on the country's power grid, and the challenges of stabilizing and rebuilding it.

4. The sale of Venezuelan oil to the US, including the use of the "dark fleet" of tankers and the potential circumvention of the Jones Act.

5. The cancellation of green energy and climate funding by the US Department of Energy, which the speaker views as addressing "graft and greed" in these programs.

6. The analysis of the current state of the energy markets, including oil, natural gas, and utility stock prices.

Time Stamps

00:29 Intro

02:19 The US has started marketing Venezuelan Oil

03:20 Secretary Chris Wright at the Goldman Sachs Energy Conf.

05:58 Robert Bryce on the Venezuela Grid

08:43 Bela 1 Dark Fleet Tanker - More to the Story

11:53 Green Energy Definition -and cancellation of funds

14:36 Markets, Brent and WTI

1.President Trump is Restoring Prosperity, Safety and Security for the United States and Venezuela

2.Goldman Sachs MD Neil Mehta speaks to Energy Sec. Chris Wright at energy conference

3.Maduro’s Gone. The Blackouts Aren’t. – Robert Bryce on Substack

4.Venezuelan Oil to Be Sold by the United States Amid Enforcement of Dark Fleet Sanctions -There is more to the Story

5.Green Energy and Climate Funding Canceled by the Energy Department – Saving Millions

Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me.

1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US.

2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela’s oil assets.

3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources.

4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats.

5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don’t rule out Gavin, as he could be in the running if we don’t fix our elections and adopt same-day paper ballots.

1. “The physical global energy markets are extraordinarily well supplied. As we’re talking today... Newcastle coal, 107 bucks a million BTU, that’s doing nothing. Landed LNG in Europe is 963. Henry Hub natural gas is about three-quarters of a Big Mac, and an ounce of silver will buy you a barrel of oil and some change.” - Doomberg

This quote highlights the current oversupply and low prices across various energy commodities.

2. “China has been buying a million extra barrels a day all year for most of 2025 and stuffing it into their strategic reserves.” - Doomberg

This quote suggests China is aggressively building up its strategic oil reserves, which could impact future oil market dynamics.

3. “If natural gas were to spike on AI demand, say, you could see drillers drilling for gas and dumping the crude oil onto the market, the way they’re drilling for crude oil and dumping the gas onto the markets now, if that ever pivots.” - Doomberg

This quote discusses the potential for producers to shift their focus between oil and gas production in response to market conditions.

4. “There is no such thing as a Republican in D.C. There’s the uniparty. There’s Mega on the right, and Bernie on the left. And the middle is the same party. Look, there is no distinction between Mitch McConnell and Chuck Schumer, I hate to break it to you. It’s all phony.” - Doomberg

This quote expresses a cynical view of the U.S. political system, suggesting there is no meaningful ideological difference between the two major parties.

5. “Trump is a disruptor to that. Look, there’s a Republican party at the state level and at local levels, but not in D.C. No. Ted Cruz isn’t a Republican.” - Doomberg

This quote further elaborates on Doomberg’s view of Trump as a disruptive force against the established political order in Washington.

I am hopeful that we get our elections fixed, but unfortunately, I believe Doomberg is right yet again. The Uni Party is alive and well, and it really saddens me.

A shout-out to David Blackmon and his industry leadership and writing. It is an honor to have him share time with Doomberg.

We have some more great CEO, and I am getting ready to interview some folks on the Texas ERCOT grid, and we have more articles we are working on. We will be interviewing Doug Sandridge, who will be returning from Saudi Arabia next week, and he will have some insights into the global oil and gas markets.

Thanks again to our patrons, subscribers, and readers on all of our platforms.

Doomberg

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Subscribe to the Energy News Beat Substack Here:

The full transcript will be at https://energynewsbeat.co/

Time Stamps:

01:57 Doomberg: Where is the oil glut

06:05 China is buying oil, and are they preparing for war?

12:50 Venezuela and the oil impact

26:11 Canada and great subscribers

41:58 Doomberg's methodology

The main topics discussed in today's Energy News Beat are

1. The capture of Venezuelan President Nicolas Maduro and its potential impact on the oil and gas markets. The hosts discuss how this could benefit U.S. oil companies like Chevron, as well as the potential costs and challenges of restoring Venezuela's oil production.

2. OPEC's decision to maintain production levels and its commitment to market stability. The hosts analyze how this could impact oil prices and the global energy landscape.

3. Allegations of fraud and financial manipulation in China's electric vehicle industry, particularly involving companies like BYD. The hosts discuss the potential fallout from this scandal.

4. The Trump administration's order to keep a coal-fired power plant in Colorado operational, despite the state's push for clean energy. The hosts debate the merits and potential consequences of this decision.

5. Duke Energy's plans to explore building nuclear capacity in North Carolina, which the hosts view as a positive strategic move for the company.

Stories Covered:

1.Maduro Captured, what does this mean for oil markets?

2.OPEC+ Country Members Reaffirm Commitment to Market Stability

3.The EV Market in China Faces California and Minnesota Levels of Corruption

4.Trump Administration Orders Colorado Coal-Fired Power Plant to Stay Open

5.Duke Energy Takes First Step toward New Nuclear Build in North Carolina

●

All stories are on the Energy News Beat site https://energynewsbeat.co/

or on Substack https://theenergynewsbeat.substack.com/

The trend that Jerry brings up that is so critical is the need for manufacturing to be placed near the power source, and Natural Gas is crucial for manufacturing. Jerry is also spot on, as he points out that you "Can Not Break the Grid" when adding massive amounts of energy sources. It has to be done correctly. As Stu Turley has pointed out, the Grid has to obey the laws of physics and fiscal responsibility.

Key Topics include:

1. The growth of China's electricity production and its implications for the US in terms of national security and the AI race. The transcript discusses how China has surpassed the US in electricity production and how this is a national security concern.
2. The reliability and affordability of the US electricity grid. The transcript discusses a Department of Energy study that projects a hundredfold increase in blackouts by 2030 if the current grid is not improved. It also discusses the impact of the 2022 Texas blackouts.
3. The history of energy shortages in the US, particularly the natural gas shortages in the 1970s, and the lessons that can be applied to the current situation.
4. The connection between US manufacturing jobs and energy production. The transcript discusses how US manufacturing jobs have declined in parallel with declines in US oil and gas production.
5. The growth in demand for natural gas and electricity, particularly from industrial and AI-related sources, and the challenges in meeting this growing demand.
6. The challenges in expanding the US energy infrastructure include the time and investment required to build new pipelines and power plants, as well as the regulatory and market structure issues that have hindered this expansion.
7. The energy advantages of the Appalachian region (Ohio, West Virginia, Pennsylvania) in natural gas production present opportunities for industrial growth and reindustrialization.

01:27 Introduction and Background

02:17 China surpasses the United States in electricity production

05:27 Don't break the grid when updating

09:00 If you want speed to market, cut the cost of manufacturing

14:54 Interest rates and recessions

20:04 California was a major energy producer, but is now in a crisis

33:36 Spent billions on grid updates with huge increases to consumers.

49:58 Billion cubic feet of natural gas in the three states

51:54 Long-term contracts

Check out all the great work at the Shale Crescent USA https://shalecrescentusa.com/

Thank you for stopping by the podcast, Jerry! Your insights are critical to our United States industrial resurgence. - Stu

This is the first podcast from the Energy News Beat team in 2026, and it will help set the course for a great year. We ended the year with fantastic numbers, and FeedSpot ranked the Energy News Beat Podcast #3 globally in the top 70 Energy Podcasts to listen to. We want to thank all of our great guests, listeners, subscribers, and patrons.

We have a full lineup of CEOs in the Energy Space. Let us know if you need to get your story in front of our massive audience.

I would also like to thank all the great guests who have been on the podcast, both on the Stand Up, like David Blackmon, and in our Conversations in Energy group of industry leaders! We are working on a few projects and new things for next year to help improve and keep growing in knowledge and capabilities.

It was also very cool to reach the number 3 spot in the world for Energy Podcasts on FeedSpot. 

1. “On average, blue states pay 37% more for electricity than red states. The disparity stems from differing energy policy approaches - net zero versus practicality.” - Stu Turley

2. “Policies plus location, you can’t overcome either one of those.” - Michael Tanner

3. “The Republicans cannot win the war of our articulation. We will lose in the midterms because the Democrats are going to go after affordability.” - Stu Turley

4. “I think we have done the business a slight disservice by focusing not on true exploration and true growth of resources, but how to financially maximize the resources that we have in front of them.” - Michael Tanner

5. “Someone is going to make a lot of money handling water specifically in the Permian Basin. The Bakken. There are two places where we’ve seen water-oil ratio skyrocket.” - Michael Tanner

6. “If this becomes like the fiber build out of 2000, where we built all of this fiber and nobody used it for five years, natural gas is going to get absolutely pounded and is going to continue to be the widow maker until this stuff figures out.” - Michael Tanner

1.What Should Consumers and Investors Look for in Energy in 2026? Trends will continue of people moving to Red States due to Affordability

2.Five Energy Market Trends to Track in 2026: The Year of the So-Called Glut

3.California State Auditor Uncovers $70 Billion in Lost Taxpayer Funds: Mismanagement Hits Energy, Social Programs, and Infrastructure

4.Offshore pipeline closure risk: the hidden threat to GB energy security

5.Saudi Arabia Taking 2026 Energy Leadership Seriously

Check out Phoenix Energy here: https://phoenixenergy.com/

Highlights of the Podcast 

00:00 - Intro

00:33 – Record 4-Mile Bakken Laterals

02:11 – Economics of Longer Laterals

04:06 – Bakken Oil vs Gas Mix

04:38 – How Phoenix Energy Started

07:51 – Foreign Capital & Energy Security

10:00 – Oil & Gas vs Wind/Solar Returns

12:07 – Peak Oil Demand Pushed Out

14:35 – Oil Value & Phoenix at 40k BOPD

16:24 – Phoenix’s Transparency Strategy

18:36 – Path to 100k BOPD + Powder River

21:18 – Engineering Innovations

22:53 – North Slope & Global Supply

23:58 – California Policy & Mike Umbro

26:40 – Private Ownership & U.S. Advantage

30:09 – Operating & Living in California

35:19 – Politics & Blue-Collar Energy Jobs

36:17 – Would Phoenix Drill in California?

37:56 – 2025–2026 Outlook

38:58 – Final Thoughts & Mission

Check out the ENB Substack https://theenergynewsbeat.substack.com/

And the ENB Website: https://energynewsbeat.co/

They dig into Diablo Canyon’s real-world performance and safety culture, debunk nuclear fearmongering, highlight the hidden costs, land use, waste, and subsidies behind wind and solar, and connect these policies to deindustrialization in places like Germany and California. Throughout, Dr. Nelson shares his on-the-ground advocacy, from farmers’ markets to PUC hearings, arguing that embracing nuclear is essential for energy reliability, national security, and an honest path forward on emissions.

Due to Gavin Newsom’s energy policies, California and the entire West Coast of the United States are facing one of the most significant national security threats you can experience. And that is an energy crisis on a self-imposed path of Net Zero and the elimination of nuclear and fossil fuels. Well, they wanted to take atomic power down with those same policies, and it just does not make sense to shut down the other nuclear reactors in the name of clean energy.

As for the war on fossil fuels, they executed that war too well, and they got what they wanted, only to see the oil companies go out of business or leave the West Coast. Now Californians will have to import more than 70% of their oil, including gasoline and diesel. And there will be more tankers off the California coast, causing ecological damage and potential accidents.

Dr. Gene Nelson brings up some critical points about wind and solar power. It is based upon facts and physics. When driving on the highway vs. stop-and-go traffic, you use less gasoline and emit less. Well, the same thing applies to wind and solar on the grid: trying to put DC power from wind and solar into AC systems.

Thank you, Dr. Nelson, for your dedication to nuclear and clean power for California and the United States. I truly appreciate your efforts and your insights on this critical topic for California. - Stu 

Highlights of the Podcast

00:00 - Intro

1:24 – CPUC Issues and Bureaucratic Problems

4:24 – “We Don’t Need No Stinking Physics” Moment

6:50 – Spain–Portugal Blackout Explained

7:52 – Why Spain Idled Its Nuclear Plants

8:53 – Germany’s Nuclear Exit & Economic Decline

9:53 – Three Mile Island Reality vs Fear

10:49 – Nuclear Training, Simulators & Safety Culture

13:22 – Diablo Canyon Outage & Operator Preparedness

15:07 – Dr. Nelson’s Car Accident Story

16:40 – The Origin of the Green Headband

19:27 – Net Zero Myths & Real Grid Costs

21:57 – Solar, Wind & True LCOE+ Costs

22:59 – China’s Nuclear Expansion & Global Energy Shift

23:25 – Understanding Grid Inertia & Reliability

25:11 – California’s Massive Water Pumps & Power Needs

27:24 – How Renewables Raise Emissions & Wear Out Engines

29:18 – Inside Diablo Canyon: Turbines & Control Room

31:15 – Earthquake Simulation & Real-World Plant Response

32:27 – Why Diablo Canyon Is Built Like a Fortress

34:15 – Microreactors, New Fuel & Nuclear Innovation

37:32 – Nuclear Safety Compared to Wind Turbine Risks

39:03 – Land Use Problems: Solar & Wind Footprint

41:22 – Subsidies, Repowering & Hidden Costs

43:13 – Solar Waste, Toxic Panels & Recycling Issues

45:59 – EVs Powered Mostly by Fossil Fuels

47:22 – Imported Jet Fuel & “Green” Policy Contradictions

48:55 – Sinopec Dependence & Energy Security

50:03 – PUC Regulatory Capture & High Power Costs

52:04 – Media Narratives vs Energy Reality

53:21 – How to Contact Dr. Nelson & Support CGNP

57:42 – California’s Energy Crisis & National Security

58:56 – Final Thoughts, Thanks & Outro

We recommend subscribing to Dr. Nelson's GreenNuke Substack. 

https://greennuke.substack.com/

Full transcript on https://energynewsbeat.co/

Check out other discussions on https://theenergynewsbeat.substack.com/

While the cancellation is under review with the Department of War for national security risks, I think that if science is applied, it will be an easy ruling. So after reading about these cancellations, I wanted to see who would be impacted by the company and how consumers would be impacted. This will be an ongoing story as it unfolds, but the high utility costs will be passed on to consumers. And make no mistake, the Democrats will use this to their advantage, and Republicans won’t do anything.

President Trump and Secretaries Doug Burgum and Chris Wright are running down the road trying to do the right thing for the American People. The costs associated with the project are going to be huge, and when the Democrats start ripping President Trump over this, remember the Billions of dollars and the crippling of the economy that Obama, Biden, and the governors of Democratic states cost the US citizens by their overreach and Net Zero enforcement of horrific policies. 

The main topics discussed

1. The Trump administration's cancellation of several major offshore wind projects in the U.S. due to national security concerns. The projects mentioned include Vineyard Wind One, Revolution Wind, Sunrise Wind, Coastal Virginia Wind Offshore, and Empire Wind.

2. The potential impact of these project cancellations on companies involved, such as Dominion Energy, GE Vernova, Orsted, and Equinor. The transcript discusses the financial performance and stock price movements of these companies.

3. The debate around the definition of "green energy" and the challenges of integrating renewable energy sources like wind and solar into the power grid, including issues around transmission, costs, and reliability.

4. The delay or cancellation of the retirement of some fossil fuel power plants in the U.S. in response to increasing electricity demand, particularly from the growth of AI and data centers.

5. The global oil market dynamics, including the "oil glut" with a large number of oil tankers at sea, the impact of sanctions on major producers like Russia and Venezuela, and discussions around OPEC's role in oil price determination.

6. The overall commentary on the state of the energy industry, policy debates, and Stu's perspectives on the various topics covered.

1.All Large Scale Offshore Wind Projects Under Construction Suspended Due to National Security Concerns

2.Virginia-based Utility Dominion Energy May Be Hit as Investors Eye This Week’s Offshore Wind Cancellations

3.GE Vernova Inc: Supplier to Vineyard Wind, Looking at Its Books After This Week’s Trump Administration Cancellation of Projects

4.U.S. Fossil-Fuel Power Plants Delay Retirement as AI Power Demand Soars

5.Oil Glut and Surging Barrels at Sea Have Spooked Oil Traders and the Market, but Is This Market Dysfunction Rather Than a Glut?

6.U.S. Department of Energy to Return $13 Billion to the Treasury and a clear definition of green energy is needed.

Feel Free to use this as an excuse to not hang out with your in-laws if you need to over the holidays. We may be more fun.

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Merry Christmas to all, and thank you to all of our great followers, subscribers, and patrons.

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His Energy Policies have now become a complete national security risk for the western half of the United States. When you consider the corruption, graft, and greed exemplified during Gavin Newsom's Governorship, it won't be easy to rebuild California after he leaves office.

1. The energy policies and challenges in California, particularly the regulation of utility profits and the impact on energy reliability.

Michael Tanner and Stuart Turley discuss how California's approach to regulating energy providers like PG&E and Edison differs from other states, leading to issues with grid investment and energy reliability. They contrast California's "top-down" policies with a more collaborative approach in different states.

2. The geopolitical tensions and sanctions related to Venezuela and Russia.

The hosts discuss the Trump administration's actions to intercept oil tankers related to Venezuela, and the potential motivations behind these moves, such as regime change, protecting Gulf Coast refinery interests, and impacting Russia's war in Ukraine.

3. The potential of nuclear fusion as an energy source, and its connection to Trump's media company.

Stuart Turley discusses the promise of nuclear fusion technology and how Trump's media company, Truth Social, may be involved in developing or licensing fusion-related patents.

4. The outlook for the oil and gas industry based on the Dallas Fed survey.

Time Stamps

00:16 California Cuts PG&E and Edison's profits for grid improvement.

03:47 California's Corruption exposed by Katy Grimes at the California Globe

08:17 Oil and Venezuela's impact on global markets

11:06 Sanctions through Drone strikes

13:31 Fusion and President Trump may be a great investment for humanity

We cover key insights from the Dallas Fed's survey of oil and gas executives, including their price expectations, activity levels, and concerns about a potential market oversupply. Is there a glut, or is the glut simply misunderstood, or is the market recalibrating to a new method? You will want to see our Doomberg interview in January.

1.California Cuts PG&E’s and Edison’s Profits for Grid Investments: Gavin Newsom’s California Poses a National Security Risk Due to Flawed Energy Policies

2.San Francisco Crippled by Widespread Power Outages on Busy Holiday Shopping Weekend

3.Trump Administration Intercepts a Second Tanker in Venezuela Oil Tanker Blockade

4.Sanctions through Drone Strikes now in the Mediterranean

5.Why Fusion Is Considered Energy’s Holy Grail, and how President Trump’s media company is betting on a breakthrough

6.Lingering pessimism, uncertainty further weigh on oil and gas activity – Dallas Fed

7.US Oil Drillers Drop 6 Rigs This Week According to Baker Hughes: What Is the Impact to Consumers and Investors?

Check out our sponsor, Reese Energy Consulting https://reeseenergyconsulting.com/

Check out our website https://energynewsbeat.co/

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Questions on Investing in Oil https://energynewsbeat.co/invest/

Highlights of the Podcast

00:00 - Intro

00:33 – Why Energy Dominance = National Security

01:04 – The Shocking Truth About U.S. Data Stored in China

02:27 – Voters See a Tech Arms Race With China

03:23 – China’s 10x Energy Build-Out Advantage

03:58 – Nuclear Power, Permitting, & Speeding Up Builds

05:42 – Using AI to Fix Permitting Bottlenecks

06:08 – The “Three Horsemen” of Energy Dominance

07:02 – Voters Overwhelmingly Support Cutting Red Tape

08:03 – Grid Vulnerabilities & Chinese-Linked Equipment

09:02 – Electricity as a Weapon of War

10:12 – Bipartisan Consensus on Energy Independence

10:40 – How the Rainey Center Started

11:22 – Supporting Local, State & Federal Leaders

14:00 – State-Level Energy Action & AI Competition With China

16:41 – The Electricity War for Human Freedom

17:15 – Wind, Solar, Nuclear & Reality of Energy Costs

18:44 – Who Should Pay for Data Center Power?

20:18 – Solar Already Built But Stuck in Red Tape

21:48 – Critical Minerals, Supply Chains & Energy Security

22:13 – How to Follow & Connect With Sarah

23:59 – Closing Remarks

We recommend checking out the Rainey Center for Public Policy: https://www.raineycenter.org/

Follow Sarah on her LinkedIn https://www.linkedin.com/in/sarahelisabethhunt/

Check out https://theenergynewsbeat.substack.com/

and

https://energynewsbeat.co/

There are just some great days in the world, and today was no exception. I had the honor of visiting with Giacomo Prandelli of the Merchant’s News Substack. It was a great time. After doing over 1,000 episodes, I can tell if the conversation feels like 5 minutes, it was a good Conversation in Energy.

I started reading The Merchant’s News Substack and was impressed with Giacomo’s (Jack) articles and research. Today’s discussion was really a great setup for the geopolitical issues the Trump Adminstration is facing while trying to keep energy prices down. 

Key Discussion points:

1. The current state of the oil and energy markets, including factors affecting oil prices such as geopolitical tensions, production levels, and demand.

2. The shifting global power dynamics, with the United States, Russia, China, and India emerging as the key players, while the European Union and the UK are seen as declining in influence.

3. The impact of the Russia-Ukraine war on energy markets and the potential role of the United States in shaping the outcome.

4. The challenges faced by the renewable energy transition, including the reliability and cost-effectiveness of technologies like wind and solar compared to traditional fossil fuels.

5. The potential for countries like Libya and Guyana to become important oil producers with low production costs.

6. The issues facing the energy infrastructure and policies in California, particularly the reliance on oil pipelines and the push towards renewable energy.

7. The background and motivation behind the Merchant’s News Substack, which the host sees as a valuable source of analysis and insights on energy and commodity markets.

Time Stamps:

00:18 Introduction in Switzerland

02:18 Shadow Fleet Ends

05:00 Energy Policies and the EU, and UK

07:57 World bifurcating into new trading blocs

13:18 NATO

18:26 Investment Charts Gold, metals, and Oil

25:29 Biden and Trump have different moves as leaders

29:17 Russia, North Africa, and Europe

Do not judge the site based on the landing page. The great cartoons are eye-catching with fantastic details behind the story. When I first started reading his articles and finding out what he was writing about, I was shocked. When you jump into his articles and financial discussions, you can walk away with a great appreciation for the work he is putting into every article. 

You can also find Jack on his LinkedIn here.

Check out his post on X. Jack Prandelli

For the Full Transcript: https://theenergynewsbeat.substack.com/

or https://energynewsbeat.co/

Sure enough, on Tuesday, President Trump rolls out the blockade, and DRW on The Hot Take of the Day has a great article on his Substack. Stu has reached out to get him scheduled for another interview.

Throw on a good Gavin Newsom problem this week with Oregon, Washington, and more refineries, and we have a wild ride forming up like a thunderstorm in Q1 2026.

1. The situation in Venezuela and the potential impact on oil supply and prices. Stu discusses how the U.S. actions against Venezuela could affect global oil markets.

2. The possibility of an upcoming commodity bull run, particularly in the oil market. Stu cites an article suggesting that oil could be the next commodity to see a major price increase.

3. The tensions between global energy companies like ExxonMobil and European regulations, with Stu discussing how stricter EU policies could prompt ExxonMobil to exit the European market.

4. The importance of energy infrastructure projects like the Western Gateway Pipeline to ensure energy security on the U.S. West Coast.

5. New regulations in New York requiring greenhouse gas reporting, which the host suggests could lead to oil and gas companies leaving the state.

6. The progress on the Alaska LNG pipeline project, which the host sees as a positive development for U.S. energy exports.

Time Stamps:

01:10 DRW talks about Venezuela Oil and Chris Wright

03:17 ExxonMobil and Chevron to benefit

03:50 Is President Trump's team listening to Energy News Beat

04:45 Will Oil be the next in the commodity markets?

06:01 The EU's worst legislation ever

08:00 Phillips 66 Pipeline to the West - Could be a help to California in a few years

10:20 New York Needs to Learn from the EU - New Climate Regulations

12:25 Alaska LNG gets green lights

Buckle up, we are in for a wild 2026.

Stories Covered in the Stand UP

1. Venezuela Isn’t Escalation — It’s Supply Management

2. Will Oil Be the Next in the Commodity Bull Run?

3 .The EU’s Worst Piece of Legislation, According to an Exxon Top Executive May Force Exxon Out of the EU

4 .Phillips 66 Sees an Opportunity to Supply the West Coast with the Western Gateway Pipeline: A National Security Imperative

5. New York Releases Regulation Requiring Mandatory GHG Reporting for Large Emitters from 2027

6. Alaska LNG Pipeline Gets Final Approvals Ahead of Schedule

Check out the full Transcript on https://energynewsbeat.co/

and https://theenergynewsbeat.substack.com/

1. The Trump administration’s actions against Venezuela, including the capture of a “dark fleet” oil tanker. We discuss whether this is more about oil or a show of force against the Venezuelan government. Stu chimes in that Panama is not renewing their “Belt and Road” initiative with China, so did taking the Tanker last week prove that this is more about the Monroe Doctrine?

2. The potential impact on the oil and gas markets if there is a regime change in Venezuela, including the possibility of increased foreign investment and production.

You have to ask the question Who has the most oil reserves?

Then you have to ask which companies produce the most oil, as energy policies and profits matter. If you have huge reserves but you can’t get the oil and gas out of the ground because of corruption, you might as well not have the natural resources.

3. The European Union’s decision to freeze Russian central bank assets in response to the war in Ukraine, and the potential retaliatory actions Russia could take by restricting energy exports to Europe.

4. The growth of AI data centers in Texas and concerns about the ability of the Texas power grid to handle the increased electricity demand.

5. A comparison of electricity prices between Democratic and Republican-leaning states, with the transcript suggesting Democratic states tend to have higher electricity rates.

Time Stamp for Chapters:

00:20 Regime Change in Venezuela will change the markets

04:39 Dark Fleet has 2 tankers in Venezuela, will President Trump intercept?

08:16 EU seizes Russian money, and it won’t end well.

18:16 Blue states’ energy is higher due to policies

25:24 The world is healing

1.Regime Change in Venezuela Will Change the Oil Markets

2.Dark Fleet Oil Ships Dock in Venezuela, Showing Challenge for US

3.What Are the Impacts to the EU Should They Seize Russian Monetary Assets?

4.Ukrainian Drone Strikes Escalate: Afipsky Refinery Hit Amid Wave of Attacks on Russian Oil Infrastructure

5.Is the AI Data Center Build Out in Texas a Home Run or a Potential Bust?

6.Blue States, High Rates

https://energynewsbeat.co/invest/

Substack: https://theenergynewsbeat.substack.com/p/regime-change-in-venezuela-will-change

1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme.

2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years.

3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected.

4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals.

5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term.

00:00 Intro Return to Tangibles

01:11 ETF LENS is by Sarmaya Partners

03:35 Is the world oversupplied with oil

06:10 Geopolitical Risk to Oil

07:09 Shale Boom and Break-even for Oil

10:06 Companies looking for exploration locations

11:38 Policy impacting prices

16:58 Market Cycles

20:21 Markets like Copper

23:42 Global Markets and deindustrialization

27:15 Grid complexities of AC vs DC

28:56 Renewables impact on Energy

37:30 Investing and day trading

41:45 Recycling and Copper

48:20 Nuclear and AI

Follow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/

Check out https://sarmayapartners.com/

Check out the Substack: https://sarmayakar.substack.com/

Check out the full Transcript on https://energynewsbeat.co/

and https://theenergynewsbeat.substack.com/

With an oil platform in the Caspian Sea hit by Ukrainian drones, another Russian Tanker hit, and the U.S. boards a tanker loaded with Venezuelan oil, you can't buy this kind of entertainment. Years ago, oil would have spiked to $20, and today it's going down.

1. The data center boom and its impact on power grids, especially in the PJM region of the northeastern United States. The transcript discusses how the rapid growth of data centers is straining power grids and causing utility rates to rise.

2. Chevron's operations in Venezuela and the complex geopolitical situation there, including the enforcement of US sanctions and the potential for regime change.

3. Innovative solutions to power data centers, such as the supersonic engine developed by Boom Supersonic, that can be used to power AI data centers.

4. Concerns about a potential "bubble" in the data center industry due to the rapid growth and large investments.

5. Partnerships between energy companies and data center operators, such as Exxon's deal with NextEra to develop a gigawatt-scale data center.

6. The importance of developing domestic rare earth refining capabilities in North America to reduce reliance on China.

7. The boom in US solar installations is driven by the impending expiration of tax credits and concerns about the sustainability of this growth.

8. Ongoing mergers and acquisitions in the natural gas sector, as companies seek to gain economies of scale.

00;00 Introduction Data Centers

01:20 PJM Grid Growth in West Virginia

04:26 Chevron and Venezuela on the Front Lines

08:41 Symphonic Supersonic new gas turbine for data centers

12:58 Exxon is working with NextEra to develop a Gigawatt Data Center

16:00 US Solar is setting up for a crash

23:41 Exxon and Chevron Charts

Thanks to David Blackmon for stopping by the ENB Stand Up and sharing his Forbes Article and expertise. Please subscribe to him at https://blackmon.substack.com/

Shout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/

Follow Michael On LinkedIn and X

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The interview on CNBC inspired today’s ENB Stand Up, and here is the full interview with Peter Boockvar, CIO of One Point BFG Wealth Partners, who was interviewed on ‘Fast Money’ to discuss why he is bullish on energy heading into 2026. I found this story very interesting as Peter goes through the key bullet points. Their interview was on CNBC.

Peter Boockvar also said: “Now with OPEC, we’ve seen more than two million barrels a day of production increases and quota increases, but the production increases haven’t really met up fully with the quotas, which tells me that there’s less available excess production supply, and it’s really only coming out of Saudi Arabia and the UAE.”

Finally, Peter Boockvar commented, “I think sixty dollars a barrel is pricing in almost no geopolitical risks. And I think the market just almost in a way assumes that there’s going to be a deal.”

Chapter Times:

00:00 Intro

00:30 Peter Boockvar on the CNBC Interview, oil is next year's gold

04:48 California Pipeline Shut Down, A crisis in the making

10:12 Will the oil Shadow Fleet End?

ENB Stand Up Stories Covered on The Show

Oil could be next year’s gold, says investor Peter Boockvar

New Report Warns Consequences of an Oil Pipeline Shutdown Would ‘Cascade Across the State’

California’s Oil Rush Slips into Final Act, and May Take Alaska’s Oil Rebound Down with It

The Shadow Fleet End? – Giacomo Prandelli

Africa is Embracing Oil and Gas for New Development, and Will Benefit Africans, Investors, and the Market

US Oil Rig Count Stages A Comeback After Last Week’s Losses

Check out Reese Energy Consulting at https://reeseenergyconsulting.com/

The full article at The Energy News Beat Substack: https://theenergynewsbeat.substack.com/p/could-oil-be-next-years-gold-investment

Got questions if you need a tax deduction? https://energynewsbeat.co/invest/

This podcast rolled around because Katy Grimes, the Editor in Chief of the California Globe, wrote a brilliant story, “Has California’s Oil and Gas Industry Hit the Point of No Return?” and in that story, she is pointing out that the National Security Risk created by Gavin Newsom’s energy policies may have pushed the oil and gas business to the brink of collapse.

On the podcast, we discussed that the main pipeline may shut down in weeks, meaning oil drilled in California will have to be trucked to refineries rather than put into the pipeline. Yes, you read that correctly. Shut down in weeks. We also ask, how many of those truck drivers are illegal migrants who can’t read, and we need thousands of trucks that don’t exist.

The other huge issue is the sheer number of tankers that will be piling up off the coast, which is a real problem. There is a good chance that some are no longer part of the Dark Fleet and may not be seaworthy or insured.

Key Chapter Time Stamps

02:17 California’s Oil Crisis is now a Security Risk

04:50 California Imports 70% of the oil it requires

07:09 Permitting and Regulatory issues for E&P operators

10:06 Crimson Midstream Pipeline, The San Pablo pipeline potential shutdown mid-December

12:21 The largest oil spills were from Tankers, and we are going to see more tankers on the water, driving potential accidents up.

13:51 Shout out to Gene Nelson, PhD., whom I just interviewed, and we talked about that interview that is now in production.

16:06 Nuclear plants had been shut down to make way for wind and solar installations.

18:52: The oil industry is over

22:05 How to fix the broken system

23:55 Alaska imports jet fuel, diesel, and gasoline, causing significant environmental damage.

41:18 Mike Umbro, Energy Environmentalist: Well, that's about hugs and Chris Wright. I told you I don’t need a hug, I need a permit.

Katy’s comment that Governor Newsom can’t be this incompetent and that it has to be deliberate really resonated with me while writing this summary.

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First, they discuss New York's new "Cap and Invest" program, which will ration and tax fossil fuels. We do not see this as being ineffective and costly for consumers. This will do nothing but drive more people out of New York and reduce taxable income as money leaves the state. There is a reason JP Morgan has moved its gold trading unit out of New York.

Next, we examine the increasing isolation of Venezuela as its allies Russia and China step back amid heightened U.S. pressure. This has implications for Venezuela's significant oil reserves.

We then cover ExxonMobil's interest in acquiring a Russian firm's stake in an Iraqi oil field, as U.S. sanctions impact the global energy landscape.

The discussion shifts to the automotive industry, noting a pivot away from aggressive EV adoption towards more profitable hybrid vehicles in the U.S. 

Analyst Josh Young's insights on OPEC's production increases and the implications for spare capacity and oil market dynamics are also covered.

Finally, we lament the collapse of California's oil and gas industry due to stringent policies and permitting challenges, and we criticize the state's governor.

Key Time Stamps:

00:17 New York to Tax more and Ration fossil fuels

03:21 Venezuela is suddenly alone

06:20 ExxonMobil looking over LukOil in Iraq

08:57 Shift to hybrid cars will lower gasoline demand

10:23 OPEC* Production

13:17 Has California's Oil and Gas industry hit the point of no return?

Stu will be interviewing Mike Umbro, and Katy Grimes, Editor in Chief of the California Globe, are live on LinkedIn, X, and YouTube to talk about the California story. "Has California’s Oil and Gas Industry Hit the Point of No Return? – California Globe"

Here is the live link: https://www.youtube.com/live/9iQIhfX0ydM?si=82sbS7hGXOPeYNYV

Stories we covered today:

1.New York’s climate law will ration fossil fuels and tax the rations – David Wojick on CFACT

2.Venezuela is Suddenly Alone: Allies Step Back Amid Escalating U.S. Pressure

3.ExxonMobil Looks Over Lukoil’s Iraqi Oilfield as U.S. Sanctions Finally Hit Home – What does this mean for Investors?

4.The Shift to Hybrid Cars is Moving in the US

5.OPEC+ Production Increases and Spare Capacity Audit – Oil Market Implications

6.Has California’s Oil and Gas Industry Hit the Point of No Return? – California Globe

Shout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/

Follow Michael On LinkedIn and X

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We have specials going on, so ask Stu for details.

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 Security

I 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! - Stu

Check 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 - Intro

01:01 – What Is Shale Crescent USA?

02:53 – Marcellus Gas Volumes & Global Ranking

04:20 – Where Global Manufacturers Go Next

05:35 – Trump, the Saudi Crown Prince & LNG Dreams

06:02 – Maximizing the Molecule: From Gas to Booster Seats

07:16 – Germany’s Net-Zero Deindustrialization

09:06 – Europe’s Energy Insecurity vs. U.S. Shale Advantage

11:15 – Energy Security at Home, Energy Dominance Abroad

12:12 – How Shale Crescent Lands Global Projects

13:07 – Stu’s Two-Track World & China’s Manufacturing Pull

14:54 – Can the U.S. Beat China on Manufacturing Costs?

17:51 – Onshoring, ESG & Emissions Reality

20:26 – Is ESG Fading? Cleanest Molecule Wins

21:51 – Rare Earths vs. “Rare Natural Gas” Advantage

23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing

24:11 – Who’s Locking Up Molecules (and Who Isn’t)

26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power

28:30 – Avoiding Blackouts & Winning the AI Fuel Race

32:06 – Build on the Fuel Source: Speed to Power

35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps

37:39 – Man-Made Energy Problems & Leadership

38:18 – How to Find Nathan & Shale Crescent USA

39:08 – Closing: From Rust Belt to Prosperity

Full transcript will be on https://energynewsbeat.co/

Check out https://energynewsbeat.co/request-media-kit/

On today's episode of the Energy News Beat Stand Up, Michael Tanner and Stu Turley are a few pounds heavier from Thanksgiving!

Key issues discussed today:

Russia's oil and gas revenue is projected to decline sharply in November, potentially by as much as 35%. This revenue shortfall may be contributing to heightened diplomatic activity around the Russia-Ukraine war.

- The potential impact on oil prices if the Russia-Ukraine war were to end. Michael Tanner argues that oil prices would likely go down, as Russia would be able to bring more oil supply back online. Stu Turley suggests prices could rise, as Russia would have more money to fund its operations.

- The potential disruptions to oil supply, such as attacks on tankers in the Black Sea and disruptions to the Caspian Pipeline Consortium. However, the hosts seem to downplay the potential impact of these events on oil prices.

We also discussed the ongoing dispute between a Texas oil executive and the state of California over offshore oil production. The hosts are critical of California's regulatory environment and its impact on energy production.

Chapters

00:01 Intro

00:21 Russia's oil and gas revenue may fall by 35%

05:58 Caspian Pipeline Consortium halts Black Sea oil loading after Ukraine attack

10:14 Texas Oil Mogul at war with Gavin Newsom's Energy Policies

14:44 New Fortress Energy gets a 3 billion deal with Puerto Rico

20:46 Closing

1.Russia’s Oil and Gas Revenue May Fall in November by 35%, Reuters Calculations Show

2.Caspian Pipeline Consortium Halts Black Sea Oil Loading after Ukraine Attack – And Black Sea tankers hit

3.What If Venezuela’s Oil Is Shut Down and We Get Peace in Ukraine? Analyzing the Potential Impact on Oil Prices

4.The Texas Oil Mogul at War With California Over an Offshore Bounty

5.New Fortress Gets Tentative OK for $3 Billion Puerto Rico Deal – What Does This Mean for Investors?