The Energy Impacts with David Blackmon – Détails, épisodes et analyse

In a recent interview, David Blackmon spoke with Juan Arteaga, a senior analyst at Enverus Intelligence Research, about a pivotal report on future demand for generation capacity in the U.S. power grids. Arteaga discussed the discrepancy between Enverus's forecast and Ercot's projections, revealing that their analysis predicts a more modest increase in peak load demand compared to Ercot. Arteaga explained that their approach involves detailed modeling of various load drivers, including behind-the-meter solar and data centers, to provide a more accurate and transparent forecast.

The conversation also touched on the implications for Texas’s energy mix, highlighting a continued reliance on solar, batteries, and natural gas to meet future demand. Arteaga emphasized that their machine learning models forecast significant growth in solar and battery capacity but acknowledge that natural gas will still play a crucial role due to its reliability and dispatchability. The interview concluded with a discussion on the importance of these insights for policymakers and the potential for future engagement to ensure accurate planning and decision-making in the energy sector.

Highlights of the Podcast

00:16 – Juan Arteaga’s Background

01:01 – Overview of the Report

05:15 – Ercot's Demand Forecast vs. Enverus Analysis

08:47 – Explanation of Behind-the-Meter Solar

10:53 – Data Centers and Power Generation

13:30 – Future Energy Mix for Ercot

14:10 – Machine Learning Model for Project Viability

17:17 – Importance of the Report for Policymakers

21:41 – Closing Remarks

In this engaging discussion, David Blackmon, Stu Turley, and special guest Larry Schweikert delve into a variety of topics ranging from recent historical events to the intricacies of the 2024 election. The conversation begins with a nostalgic reunion between David and Larry, touching on their shared belief in Trump's 2016 victory. Larry, praised as "America's history teacher," provides insights into the X-30 hypersonic jet simulator, the dynamics of the Democratic Party, and the significance of voter registration trends. They also explore the potential implications of Kamala Harris’s vice presidential candidacy and the challenges of switching candidates.

As the discussion progresses, the focus shifts to more technical and political issues, including election logistics, media bias, and the financial impact of college sports on universities. Larry and David touch on the future of energy, with Larry expressing skepticism about green energy's immediate economic effects and predicting potential actions by Trump if re-elected. They conclude with a look at Europe's energy future, battery technology, and the impact of Elon Musk’s acquisition of Twitter on free speech. The conversation is rich with historical perspective, current affairs, and personal anecdotes, making for a thought-provoking dialogue.

Highlights of the Podcast

00:39 - Background on Larry Schweikert and his books.

01:38 - Historical context and recent events.

02:49 - Discussion on Joe Biden's presidency

04:40 - X-30 research plane experience.

06:02 - Electoral Insights and Predictions

08:44 - Shifting Electoral Dynamics

13:45 - Voter Registration Trends

19:12 - Challenges with printing ballots and logistical issues.

20:46 - Implications of early voting and deadlines.

21:50 - Hypothetical scenarios with Biden and Harris.

23:06 - Media and election structures.

28:07 - Impact of journalism schools.

29:50 - Journalistic standards over time.

32:02 - Media's role in historical events.

33:45 - University influence on media and society.

35:30 - Sports trivia and Larry's academic experiences at ASU.

37:39 - Issues faced by student-athletes and financial instability.

39:01 - Political predictions and energy policies.

44:15 - Elon Musk and the impact on free speech.

45:18 - Europe's energy future and green energy debates.

46:30 - Future of the automotive industry and fuel alternatives.

48:36 - Personal car stories and nostalgia for muscle cars.

50:55 - Closing remarks and plans for future discussions.

In Episode 99 of "The Energy Question" David Blackmon interviews the great Tom Nelson, one of the finest debunkers of climate-related disinformation working today, and co-producer of Climate: The Movie.

Highlights of the Podcast

00:26 - Climate The Movie 

05:09 - Bad weather 

06:09 - CO2

07:05 - Climate change

08:28 - Clean Power Plan 

11:27 - Whole idea in California 

12:33 - The electric vehicles industry

15:47 - Goal of the climate alarm movement 

19:54 - The climate scam 

20:44 - Unabated coal fired power plants

23:17 - Climate crisis 

23:57 - Cloud seeding in Dubai 

25:07 - Hertz 

27:44 - The US was way worse in the 70s than now 

In Episode 22 of The Energy Question, David Blackmon talks with S&P Global Vice Chairman and author of "The New Map" Daniel Yergin about his views on the progress of the "energy transition."

Topics addressed in this Episode include:

 - Are we really having an "energy transition," or is it better described as an "energy addition"?

 - How has Russia's war on Ukraine impacted the progress of this transition?

 - Did discussions at the recent WEF conference in Davos help to advance transition plans?

 - How are developing nations dealing with transitions of their own?

 - Will Western countries be able to source the critical minerals needed to power electric vehicles and renewables?

 - Will the U.S. and Europe be able to solve their issues related to permitting?

Armando Cavanha, Energy Thought Leader, Podcast Host, Curitiba, Parana, Brazil Contact on Twitter @cavanha

Irina Slav , International Author for Oil Price, Substack and others, Writing about Energy, Mining, and Geopolitical Issues. Bulgaria Contact on Twitter @SlavEnergy

David Blackmon, Principal at DB Energy Advisors, Energy Author, Contributing Author for Forbes, and Podcast Host. Contact on Twitter @EnergyAbsurdity

In episode 21 of The Energy Question Podcast, David Blackmon interviews Jason Modglin, the President of the Texas Alliance of Energy Producers. 

It's a wide-ranging discussion centered on the following topics:

 - The history of TAEP, one of the biggest and oldest associations in the state;

 - Issues impacting the oil and gas industry in Texas, including employment challenges, supply chains, inflation, and pipeline capacity constraints;

 - The difficulty of dealing with the Biden administration and its frequent attacks on the industry;

 - Regulatory activities at the Texas Railroad Commission, the Public Utilities Commission, and the Texas Council on Environmental Quality;

 - The future outlook for the Texas industry.

Enjoy.

Armando Cavanha, Energy Thought Leader, Podcast Host, Curitiba, Parana, Brazil Contact on Twitter @cavanha

Irina Slav , International Author for Oil Price, Substack and others, Writing about Energy, Mining, and Geopolitical Issues. Bulgaria Contact on Twitter @SlavEnergy

David Blackmon, Principal at DB Energy Advisors, Energy Author, Contributing Author for Forbes, and Podcast Host. Contact on Twitter @EnergyAbsurdity

In Episode 20 of The Energy Question With David Blackmon, David talks with Jacki of the Jacki Daily show about the impacts of ESG investing philosophy and mandates on the energy industry, and why some aspects of it are likely illegal. 

Jacki recently worked with former Bush Advisor C. Boyden Gray and the Texas Public Policy Foundation to produce a seminal study on the issue. The report, titled "LIABILITY RISKS FOR THE ESG AGENDA TO CHARGE HIGHER FEES AND RIG THE MARKET was published in June, 2021 and has played a key role in the development of the Texas government's anti-discrimination policy that has penalized major ESG investor groups for their efforts to deny capital to the Texas oil and gas industry.

It's a fast-paced 30-minute discussion of one of the major issues impacting energy today.

Jacki hosts The Jacki Daily Show, a weekly show and podcast airing on BlazeMedia, on the dial in Texas, and podcast on iHeartRadio, iTunes, Spotify, and Stitcher.

Previously, Jacki worked for an engineering firm specializing in energy production, national security, and environmental cleanup. She served as legal counsel on Capitol Hill to the Chairman of the Subcommittee on the Constitution and the former Ranking Member of the Commercial and Administrative Law Subcommittee, advising on the oversight of federal agencies. Prior to her career in Washington, she worked as a corporate litigator, and as an Assistant Vice President for a national bank.

Link to the Jacki Daily Show: https://www.jackidaily.com/

Link to the TPPF ESG Study: https://www.texaspolicy.com/wp-content/uploads/2021/06/2021-06-RR-Gray-LP-Corporate-Collusion.pdf

In Episode 3, David Blackmon and Jason Modglin, President of the Texas Alliance of Energy Producers, talk about the sequence of events in each session of the Texas Legislature, including the appointment of committee assignments and chairs, the functions of the legislative budget board, and the importance of including members of the public in the process.

David Blackmon and Jason Modglin, President of the Texas Alliance of Energy Producers, recap this week's energy-related events in the 2023 session of the Texas Legislature.