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California Running on Empty - A National Security Issue of Biblical Proportions about to happen.
Wednesday, April 15, 2026 • Duration 01:02:29
California is running on fumes, and the Federalization of Sable Offshore will only save part of the oil and gas industry. Will the Trump Administration step in and save California from itself? You won't want to miss this episode.
This ain’t your Cats and Dogs living with each other, this is a full-blown apocalypse about to happen.
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.
1. California’s Energy Crisis & Supply Shortages
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.
2. Proposed Executive Orders & Defense Production Act
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
3. National Security Implications
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.
4. Politics & Ideology in Energy Policy
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.
5. Urgency & Consequences of Inaction
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
Check out my Substack: https://blackmon.substack.com/
Did Iran Gift Kharg to the US?
Wednesday, March 25, 2026 • Duration 30:41
David Blackmon stops by the Energy News Beat Stand Up - and we have way too much fun covering the top 10 Energy Stories.
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.
1. Potential U.S. Acquisition of Karg Island
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?
Why Kharg Island Changes Everything
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.
2. Global Refinery Attacks and Disruptions
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.
3. Shifting Oil Price Narratives4. Global Fertilizer and Agriculture Crisis5. California’s Energy Vulnerabilities6. Additional Energy Concerns
Secretary Scott Bessent is Restructuring the Oil and Gas Market
Thursday, March 19, 2026 • Duration 27:38
What a wild day on the Energy News Beat Stand Up. We have a special guest, David Blackmon, Forbes, Daily Caller, and Substack Author, and we have a blast.
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.
1. U.S. Energy Policy & Oil Price Stabilization
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.
2. Middle East Energy Infrastructure Conflicts
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
3. Global LNG Supply Disruptions
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.
4. State-Level Energy Transitions
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
5. Domestic Oil Production6. Global Energy Market Dynamics
Texas Gets A Refinery - Energy Security Starts at Home - Energy Dominance is displayed through your exports
Wednesday, March 18, 2026 • Duration 26:55
This is a fun discussion with John Calce, Founder and Chairman of Element Fuels and America First Refining. This podcast is hosted by Stu Turley, Energy News Beat Host, and David Blackmon is the host of the Energy Impacts Podcast.
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.
Thank you, John, for your efforts, hard work, and getting this across the finish line. We will be reporting on this all along the way to help keep the excitement up.1. America First Refining's Brownsville Refinery Project
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
2. U.S. Energy Infrastructure & Market Dynamics
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
3. Economic & Regional Development Impact
Doomberg on the Global Oil and Gas Markets Update
Tuesday, March 17, 2026 • Duration 54:01
Doomberg stops by the Energy Impacts and Energy News Beat podcasts to talk about the Global Oil and Gas Markets Update. Hosted by David Blackmon and Stu Turley, they have a rich history of having way too much fun talking about the energy, oil, and gas markets.
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.
Navigating the Energy Crisis Insights from the US Oil and Gas Association President
Wednesday, March 11, 2026 • Duration 49:05
Tim Stewart stops by the Energy News Beat and Energy Impacts Podcasts
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.
Qatar Halts LNG Production, and LNG Tanker Hit in the Mediterranean
Wednesday, March 4, 2026 • Duration 38:45
The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. This podcast is pushed out on both platforms.
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.
The Oil and Gas Global Markets Update with David Blackmon and Stu Turley
Tuesday, March 3, 2026 • Duration 38:25
This was a wild discussion of the current global oil and gas markets with David Blackmon and Stu Turley. We covered stories from Energy News Beat and David's Substack.
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.
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.
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.
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.
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.
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 EPA Repeal of the Climate Power Grab Dr. Matthew Wielicki stops by the Energy Impacts Podcast
Wednesday, February 18, 2026 • Duration 42:56
The repeal of the Climate Power Grab by the Trump Administration brings up a lot of questions, and we cover a lot of them today. This podcast went out live on X, YouTube, and LinkedIn on both the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon hosting.
Dr. Matthew Wielcki has a large X reach, and his substack is fantastic; we highly recommend subscribing.
The main topics discussed in this Podcast are:
Throughout the conversation, the overarching theme is the critique of the scientific and policy narratives surrounding climate change, with the guest arguing that the observational data and economic realities do not support the alarmist claims and the resulting policy responses.
**1. The EPA Endangerment Finding**
The conversation centers on the 2009 EPA Endangerment Finding that declared greenhouse gas emissions endanger public health. The guest argues this finding was "precooked" without proper review and has become the legal foundation for numerous climate regulations under the Obama and Biden administrations. The recent rescission of this finding could undermine the legal standing of these policies.
**2. Global Temperature Record Reliability**
There's significant discussion about concerns regarding the accuracy and transparency of global temperature data. The guest raises allegations about data manipulation and suppression of historical heat wave data, arguing this lack of trust in temperature records undermines the scientific basis for climate policies.
**3. Observed vs. Predicted Climate Impacts**
They talk about examining observational data on extreme weather, hurricanes, and sea level rise, with the guest arguing that actual observed impacts don't match the dire predictions made by climate models. This discrepancy is presented as evidence questioning the validity of the underlying climate projections.
Doomberg - California In Crisis, and Global Oil and Gas Markets Update
Monday, February 16, 2026 • Duration 54:43
Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedIn
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.
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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.
The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.
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.
**4. Economic and Social Costs of Climate Policies**
A major focus is the negative impacts of climate policies, including increased energy prices, reduced affordability, and harm to developing nations. The discussion also touches on the "climate industrial complex" and how perpetuating climate crisis narratives maintains funding and business opportunities.
**5. Nuclear Power as a Solution**
The guest advocates for nuclear power as a key solution for reliable, low-emission baseload electricity, contrasting this with the focus on intermittent renewables and discussing regulatory and political barriers to modern nuclear development.
The overarching theme is a critique of climate change narratives, arguing that observational data and economic realities don't support alarmist claims and resulting policies.
- 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
