Explore every episode of the podcast The Energy Impacts with David Blackmon

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

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/

Check out my Substack: https://blackmon.substack.com/

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.

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

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.

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/

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.

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/

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.

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

Check out my Substack: https://blackmon.substack.com/

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.

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!

Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/

Check out David's Substack at https://blackmon.substack.com/

Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/

Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

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.

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.

Check out David's Substack at https://blackmon.substack.com/

Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/

Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

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.

**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.

On X. @MatthewWielicki

Check out the Irrational Fear on Substack: https://irrationalfear.substack.com/

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

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.

- 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/

You will not want to miss this episode of the Energy Impacts Podcast with David Blackmon and his special guest, Tom Holm, Executive Director for the Energy Defense Council. We will be covering significant changes underway in the nuclear industry and how they will be implemented.

The main topics discussed in this Podcast are:

1. The role and work of the Energy Defense Council (EDC), an organization focused on improving energy resilience and energy dominance for the U.S. military. Tom Holm, the executive director of EDC, explains how the organization was founded and its key objectives.

2. The challenges faced by military bases in terms of energy supply and reliability, including issues like rolling blackouts. Holm discusses how EDC is working to address these problems.

3. The potential use of micro-nuclear reactors and small modular reactors (SMRs) to provide power for military bases. Holm explains the benefits of this technology and the efforts to accelerate its deployment on military installations.

4. The need to rebuild and re-industrialize America's manufacturing capabilities, especially for critical components and materials required for energy technologies and national defense. Holm emphasizes the importance of reducing reliance on foreign suppliers.

5. The changes in the current administration's approach, including executive orders and new funding mechanisms, that are enabling faster development and deployment of energy solutions for the military. Holm highlights the increased sense of urgency and willingness to take non-traditional approaches.

6. The role of the Tevcon conference, organized by EDC, which brings together military leaders, government officials, and industry innovators to identify challenges and solutions related to energy, vehicles, and other technologies for the military.

Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/tom-holm-43a952263/

Check out David's Substack here: https://blackmon.substack.com/

You won't want to miss this episode of the Energy Impacts podcast with Jim Welty, President of the Marcellus Shale Coalition, as we gear up to talk about the global Natural Gas markets. We are covering the impact on the US consumers and manufacturing growth. We will be live on LinkedIn, X, and YouTube.

The main topics discussed in this Podcast are:

1. The importance of natural gas in providing reliable energy during extreme winter weather conditions, particularly in the Marcellus Shale region and the PJM grid.

Jim Welty discusses how natural gas generation has been crucial in ensuring electricity and heating supply during recent cold snaps, with natural gas providing around 40% of the PJM grid's generation. He contrasts this with the issues faced in the ISO New England region, where fuel switching to oil was required due to insufficient natural gas supply.

2. The challenges of building energy infrastructure, particularly pipelines, in the Northeastern United States.

The transcript discusses how policies and regulations have hindered the development of pipelines like the Constitution Pipeline, which would have helped supply natural gas from the Marcellus Shale to the Northeast. This has led to the region relying on more expensive and higher-emission energy sources.

3. The growth of data centers and the role of natural gas in powering this new economy.

The discussion covers the significant investment and development of data centers and AI facilities in Pennsylvania, and how natural gas is well-positioned to meet the growing energy demands of this sector in a reliable and cost-effective manner.

4. The clean credentials of natural gas from the Marcellus Shale region, especially in comparison to other global suppliers.

The transcript highlights how natural gas from the Marcellus Shale has the lowest methane intensity of any major gas-producing region, making it an attractive option for European and other international markets seeking to reduce emissions.

5. The political and policy challenges faced by the natural gas industry, particularly in navigating the push for renewable energy sources.

The discussion touches on the tensions between the natural gas industry and policymakers who are promoting renewable energy, even when it may not be the most practical or reliable solution in certain regions and applications.

Check out Jim on LinkedIn: https://www.linkedin.com/in/jim-welty-336b77105/

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

As we roll into the midterms, the Democrats are already rolling out "Affordability" as a key battle cry. Well, the facts show that the average blue state pays an estimated 37% more for electricity than the average red state.

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.

Check out the Substack article https://blackmon.substack.com/

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/

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

This was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show.

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.

Here are the key points we cover.

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.

Thanks again to our patrons, subscribers, and readers on all of our platforms.

Please reach out and subscribe to Doomberg at https://newsletter.doomberg.com/

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.

Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets.

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 everything David Blackmon on Blackmon.substack.com

Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets.

0:00 Intro Doomberg

01:56 Doomberg on the UK and energy crisis

06:28 Doomberg on the Labor Party

12:01 Doomberg on the Russian-Ukrainian War

14:37 Zelensky won the election, but may not be viable in peace talks

25:39 California and Gov Newsom Energy Crisis

31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.

38:14 US Dollar financial system and the petro dollar

43:13 Global debt

45:54 Secretary Chris Wright

53:41 Doomberg on data centers sitting on top of power sources

A special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/

In this episode of Energy Impacts, host David Blackmon sits down with David Malpass, former head of the World Bank Group, for an insightful discussion on U.S.–China trade relations, rare earth supply chains, and the global energy landscape. Malpass shares his perspective on rebuilding American manufacturing, the real costs of climate policies, and how energy independence will shape future economic growth. From Bill Gates’ shift on climate strategy to the critical role of nuclear power and data centers, this conversation dives deep into the policies and innovations driving the world’s energy future.

Highlights of the Podcast

00:01 - Introduction

01:54 - David Malpass’ Career Journey

04:18 - Trump-Xi Trade Agreement on Rare Earths

08:02 - Agricultural Trade and U.S. Competitiveness

10:54 - Contrasting the Trump and Biden Administrations

14:14 - The U.S. Rare Earth Supply Chain Challenge

19:41 - China’s Strategic Dominance in Manufacturing

23:19 - Bill Gates’ Shift on Climate Change

28:16 - The Real Cost of Climate Policies

32:53 - Electric Vehicle Industry Pitfalls

36:51 - Building U.S. Energy Independence

42:22 - Competing with China’s Scale and Control

45:28 - ESG Investing and Policy Shifts

46:34 - The Role of Nuclear Power in Energy Security

50:17 - Data Centers Driving Energy Demand

53:47 - Closing Thoughts

Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg lays out the massive topic of trade wars with China, and the global impact on the fiancial markets. What are investors and consumers thinking?

Highlights of the Podcast

00:01 – Introduction

01:43 – China’s Rare Earth Monopoly and Trade War Signals

07:17 – U.S. Response and Administrative Inaction

10:40 – Reactions to Global Trade Developments

14:17 – U.S. Efforts to Break Rare Earth Dependence

15:53 – U.S. Manhattan Project for Supply Chains

20:13 – Regulatory Hurdles and Mining Challenges

22:40 – Global Bifurcation and Emerging Trade Blocks

25:24 – Russia, Ukraine, and the Changing Global Order

34:13 – Media Narratives and Propaganda

38:31 – Drone Warfare and Shifting Military Power

42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry

46:08 – Europe’s Energy Crisis and Deindustrialization

53:17 – Alaska, Energy Development, and Infrastructure Delays

55:05 – Closing Thoughts and New Project Plug

Josh Young from Bision Interests stops by, and we discuss with David Blackmon and Stu Turley. Numerous changes are currently occurring in the energy markets, and we sit down to discuss the political, geopolitical, and other significant developments that the investment community needs to be aware of.

Highlights of the Podcast

00:01 – Introduction

00:44 – Josh introduces Bison Interests and Bison Insights

06:00 – Discussion on new oil sanctions and market effects

11:30 – Trade and tariffs – U.S., Canada, Japan relations

19:00 – Rare earths and China’s leverage

25:30 – Economic deregulation and energy demand

31:54 – OPEC, Saudi production, and spare capacity

37:00 – Russia, Venezuela, and Middle East relations

46:30 – U.S. defense, alliances, and America First debate

52:00 – Europe’s natural gas dilemma and net zero failure

59:30 – Japan’s JERA gas deal and corporate strategy

1:04:30 – Energy companies shifting away from renewables

1:07:00 – Canada, UK, and future of Western trade

1:15:30 – Tech firms buying into gas assets and energy security

1:35:33 – Episode wrap-up

Mike Umbro stops by the Energy News Beat Podcast and the Energy Impacts Podcasts with Stu Turley and David Blackmon co-hosting. This is a huge issue in California for National Security. Is opening Kern County going to be enough to keep gas prices down? Is the sudden turn from Gavin Newsom enough to save the California consumer?

Highlights of the Podcast

00:01 - Introduction

02:25 - California’s Policy Failures Under Newsom

03:41 - Drilling Permits and Production Challenges

05:16 - Regulatory Red Tape and Permitting Delays

07:10 - California’s Pipeline Crisis

09:28 - Oil Seeps and Environmental Misconceptions

11:37 - Refinery Closures and National Security Risks

15:38 - Import Dependence and Foreign Control

16:44 - The Best Rock, the Worst Policy

17:36 - Ignoring Science for Political Agendas

19:58 - Political Landscape

22:02 - Shutting Down Productive Oil Fields

24:58 - Hope for Change and Leadership

26:31 - Mike’s Encounter with Governor Doug Burgum

31:18 - The Root of California’s Crisis: Activist Control

33:44 - Reforming the System: IRS and Nonprofit Abuse

35:46 - The Need for Transparency and True Innovation

39:04 - America’s Energy Independence vs. China’s Influence

42:18 - California’s Solar Subsidy Myth

45:10 - Wind and Solar: Hidden Environmental Liabilities

45:59 - Lithium Battery Hazards and Waste Mismanagement

47:49 - Closing Thoughts and Call to Action

Josh Young, Portfolio Manager at Bison Interests, stops by the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon for an in-depth look at the global oil and gas financial markets. In this powerful discussion, the trio dives into the latest developments shaping the energy landscape, from OPEC+ production strategies and Russia’s role in global supply, to California’s refinery challenges and the growing demand for natural gas driven by AI and data centers.

Josh also shares valuable insights from his work at Bison Interests and Bison Insights Substack, exploring investment trends, ESG’s real impact on the energy sector, and what the future could hold for oil and gas prices. Whether you’re an investor, energy professional, or just someone wanting to understand the forces behind the markets, this episode offers a sharp, candid look at what’s next for the global energy economy.

Highlights of the Podcast

00:00 – Opening & Introductions

04:08 – Bison Interests & Building Bison Insights

08:04 – Global Oil Markets & Russia’s Influence

13:14 – OPEC+ Spare Capacity Debate

20:49 – California Energy Policy & Refinery Fires

33:08 – ESG, Corporate Governance & Oil Majors

41:35 – Layoffs at Imperial Oil & Corporate Culture

44:57 – U.S. Industry Leadership & Historical Parallels

47:17 – Methane Leakage, NGOs & Policy Critique

55:01 – AI, Data Centers & Natural Gas Demand

01:02:47 – Power Generation & Gas Turbine Shortages

01:05:26 – Government Shutdown Impacts

01:10:52 – Nuclear Energy Stocks & Market Bubble

01:15:34 – Market Rally & Economic Insights

This episode takes a closer look at what’s really behind today’s energy transition. David Blackmon talks with energy analyst Ronald Stein about why oil and refineries still matter so much from powering transportation and hospitals to producing the products we use every day. They discuss how wind and solar create electricity but can’t yet replace the thousands of items built from oil derivatives.

They also touch on California’s refinery closures, the shift of energy companies to other states, and what these changes could mean for the economy and national security. With a global perspective on refining and “net zero” goals, the conversation offers a grounded look at the challenges and trade-offs of moving to renewable energy.

Highlights of the Podcast

00:00 – Introduction & Background

01:30 – Energy Literacy & Products from Oil

05:40 – Refinery Closures & National Security Concerns

08:30 – Newsom Policies & Lack of Backup Plans

12:55 – Industry Migration & Economic Impact

17:30 – Aging Refineries & Offshoring

21:46 – Global Refining & Misunderstood Net Zero Goals

27:43 – Closing Thoughts & Call for Conversations

Dark Money of NGOs pouring millions into climate alarm propaganda, and how are they impacting energy policy? You will not want to miss this episode of Energy Impacts with David Blackmon, as he sits down with Jason Isaac, Founder and CEO of the American Energy Institute, to discuss the substantial amount of money and its impact on consumers.

Highlights of the Podcast

00:11 – Introduction

01:58 – Jason Isaac’s Background

05:30 – Industry Leadership & Chris Wright

07:02 – Dark Money in NGOs

09:15 – Ceres & Energy Foundation China

10:55 – Climate Judiciary Project

12:17 – Biased Lawsuits

12:51 – Media Propaganda Funding

14:05 – UN, World Bank, and Financial Controls

14:41 – Limits of Renewables & Battery Storage

16:56 – Texas Grid Concerns

20:51 – Industry Timidity

22:42 – Pushback Against Net Zero & ESG

26:15 – China Opposes Endangerment Finding Rescission

27:19 – Closing & Call to Action

David Blackmon sits down with Matt Whitlock, creator of The 10-Minute Drill, to talk about making sense of today’s fast-moving news cycle. They cover topics like dark money in politics, climate-related lawsuits, foreign influence on U.S. energy, and how the media often misreads Trump. The conversation also touches on Congress, Orrin Hatch’s legacy, and what Whitlock aims to do with his daily news updates.

Highlights of the Podcast

00:00 - Introduction

01:34 - Creating the 10-Minute Drill

04:22 - Trump, Media, and Misunderstanding

08:32 - The Web of Dark Money

11:45 - Climate Judiciary Project

16:43 - Honolulu Case & Lawfare Strategy

18:39 - Foreign Influence on U.S. Energy Policy

20:32 - Rumors About Trump’s Health

23:11 - Congress Back in Session

26:52 - Right Track/Wrong Track Numbers

29:09 - Closing & Where to Find 10-Minute Drill

Critical policy and legislative action in Oil and Gas from the Independent Petroleum Association of America stops by the Energy Impacts and the Energy News Beat Podcasts with David Blackmon and Stu Turley. We have Dan Naatz and Mallori Miller from the IPAA to cover everything that is going on in the oil and gas industry, and what they are seeing rolling out, impacting investors, operators, and consumers.

Highlights of the Podcast

00:10 - Introduction

01:35 - About IPAA

05:19 - Policy Shifts Under Trump Administration 2.0

07:50 - Methane Tax Fight

09:07 - New Leadership in Key Agencies

12:03 - Senate Gridlock & Appointments

14:44 - Permitting Council & Reform

19:06 - EPA & Regulatory Issues

21:36 - Federal vs. State Relations

24:43 - Possible Reconciliation Bill

26:33 - Budget Battles & Permitting Reform

27:34 - Gas vs. Oil Drilling Trends

29:16 - Denver Data Center Example

31:12 - Scale of the Energy Challenge

32:07 - Closing Remarks

In this episode of Energy Impacts, David Blackmon speaks with energy expert Robert Bryce and South Carolina resident Cheryl Lane, who is fighting a 4,300-acre solar project being built behind her home. Cheryl shares how she uncovered the project’s scope, challenged permits, and launched multiple legal battles to protect her land, community, and local wildlife from environmental harm. They discuss how large-scale solar developments often target low-income rural areas, bypass environmental reviews, strain infrastructure, and displace wildlife—all while being promoted as “green.”

Highlights of the Podcast

00:00 – Introduction

01:24 – Cheryl’s Battle Against a Massive Solar Farm

04:24 – Targeting Low-Income Rural Areas

06:56 – Avoiding Environmental Review

07:42 – Delaying the Project

09:26 – Parallel Stories Across the Country

13:47 – Legal Battles on Multiple Fronts

18:38 – Limited Financial Resources

20:03 – Wildlife & Environmental Concerns

25:09 – Cultural & Historical Preservation Issues

27:09 – Lessons from Fighting Other Projects

29:52 – Infrastructure Ill-Prepared for Construction Impact

31:43 – Destruction of Forest and Endangered Species

33:27 – Robert Confirms Developer’s Background

35:08 – Double Standards in Environmental Activism

37:18 – Hidden Project Components

39:54 – Final Encouragement & Advice

42:10 – Closing Remarks

In this episode of Energy Impacts, David Blackmon talks with Dustin Van Liew, Senior VP of Global Policy at Energeo Alliance, about how geoscience supports offshore energy projects and the policy hurdles that come with it. Van Liew explains the importance of seismic surveys for oil, gas, and offshore wind, addresses common misconceptions about their impact on marine life, and shares his thoughts on Representative Nick Begich’s effort to modernize the Marine Mammal Protection Act. The discussion centers on making the permitting process more efficient, cutting through overlapping regulations, and ensuring environmental safeguards are upheld while allowing responsible energy development to move forward.

Highlights of the Podcast

00:08 - Introduction

00:39 - About Energeo Alliance

02:00 - Membership Composition

03:24 - Offshore Wind & Geoscience

04:09 - Marine Mammal Concerns & Misinformation

05:17 - Modernizing the Marine Mammal Protection Act (MMPA)

09:46 - Overly Broad “Harassment” Definition

11:20 - “Small Numbers” Clause

14:13 - Science-Based Decision Making

15:49 - MMPA & ESA Duplication

20:11 - Administrative vs. Legislative Fixes

22:53 - Next Steps for Begich’s Bill

27:35 - Closing

#OffshoreEnergy #EnergyPolicy #MarineConservation

Jim Welty, President of the Marcellus Shale Coalition, joins David Blackmon to explore how Appalachian natural gas is driving energy innovation, powering the AI revolution, and reshaping U.S. infrastructure and global exports. From pipeline challenges to record-breaking investments in Pennsylvania, they discuss the critical role of domestic energy in ensuring economic growth, environmental gains, and national security.

Highlights of the Podcast

00:01 - Introduction

02:03 - Jim Welty's Background

05:23 - Pipeline Infrastructure and Energy Costs

07:32 - $92 Billion AI & Energy Project in Pittsburgh

10:28 - In-Basin Energy Utilization vs Pipeline Challenges

12:04 - LNG Export Reality

13:45 - The Myth of “End of Cheap Gas”

15:31 - Vast Natural Gas Reserves

17:31 - Declining Rig Count ≠ Declining Production

19:30 - AI's Impact on Energy Sector

21:38 - U.S. Natural Gas: A Global Advantage

23:58 - Industry Leaders Taking the Mic

27:23 - Closing Remarks

You will not want to miss this interview with Michelle Manook, CEO of FutureCoal, who stops by the Energy Impacts podcast with David Blackmon. This is a significant interview, as there are major changes in the grid and energy demand underway, and Michelle will be able to break down how coal is poised to face the challenges ahead.

Highlights of the Podcast

00:01 – Introduction

01:26 – What is Future Coal?

03:49 – Governments, Industry, and Finance Must Unite

04:55 – Australian Coal Reality Check (Video Clip)

05:47 – The Reality of Coal Demand

09:16 – The Shift in Public and Media Tone

10:19 – Coal’s Reputation and Finance Industry Retreat

13:18 – Open Letter: Fund Fair, Fund Equal

16:59 – Sustainable Coal Stewardship

19:37 – Energy Poverty in Europe

22:46 – Repercussions of the Green Energy Rush

25:17 – Why Future Coal is Expanding in Southern Africa

29:19 – Will the U.S. Return to Coal Plants?

32:53 – Energy Mix: Focus on What Works

33:22 – Closing Remarks

John Shively, CEO of Pebble Partnership, and operator of the Alaska Pebble Mine Project. With a focus on Energy Dominance.

John Shively joins the Energy Impacts Podcast to talk about the decades-long effort to permit the Pebble Mine in Alaska. He shares insights on the mine's massive copper and mineral potential, environmental concerns around Bristol Bay’s salmon fishery, and how federal permitting delays and reliance on foreign processing especially from China impact U.S. energy security. Shively also discusses what makes Alaska so uniquely valuable and why permitting reform is key to unlocking its resources.

Highlights of the Podcast

00:01 - Intro and Background

03:10 - Why Pebble Mine Matters

05:57 - Mineral Resources at Pebble

09:14 - China’s Grip on Mineral Processing

14:08 - Environmental Concerns and Salmon

19:12 - Permitting, Courts, and Political Barriers

25:23 - Alaska’s Potential or Decline

28:26 - Closing Thoughts

You won't want to miss this special episode of the Energy Impacts podcast with David Blackmon. Emily Domeech is the Chairperson for the Federal Permitting Improvement Steering Council in the Trump Administration. With the push for the United States to become not energy independent, but rather Energy Dominant, her role is critical to the success of the United States energy system. And subsequently, a key factor in the success of the entire United States economy.

Highlights of the Podcast

00:01 - Introduction

01:21 - Emily Domenech’s Background

03:27 - Outdated Environmental Laws and Delays

05:45 - NEPA Reform Progress

08:01 - Competing with China through Domestic Energy Projects

10:33 - Revitalizing Nuclear Energy

13:22 - Environmental Laws Should Guide, Not Block

15:55 - Abuse of the Endangered Species Act

19:04 - Radical Activism vs. Practical Conservation

20:54 - Chevron Deference and Congressional Clarity

22:27 - Legislative Challenges to Reform

25:13 - State and Local Government Coordination

27:58 - Call to Action for Project Developers

Stu Turley, David Blackmon, Doomberg, and Mike Umbro break down how California’s energy policies are fueling a national crisis. From refinery shutdowns and permit restrictions to rising fuel costs and flawed EV mandates, they expose the political choices putting America’s energy security and economy at risk. With firsthand insights and hard-hitting facts, this episode delivers a clear warning: what starts in California won’t stay there.

Highlights of the Podcast

00:08 - Introduction of Panel

02:02 - California’s Policy Impact

05:38 - Permitting Crisis

09:21 - Refinery Closures

10:50 - Newsom’s Three-Point Plan

13:29 - Regulatory Blind Spots

16:50 - Fuel Inflation as a National Risk

19:25 - EV Mandates and Trucking Impact

21:04 - 2028 Election and Newsom’s Ambitions

25:59 - Lack of Pipelines Between NorCal and SoCal

29:15 - Chevron’s Position in California

31:10 - Final Thoughts

Dan Goodwin and Steve Everley of FTI Consulting authored an outstanding report on the Big Beautiful Bill and its impact on the energy sector. We had to get them involved in the joint production of the Energy Impacts and Energy News Beat podcasts with David Blackmon and Stu Turley. You won't want to miss this update and the impact on the energy markets.

Highlights of the Podcast

00:01 – Introductions and Overview

02:18 – FTI Consulting Roles and Background

05:10 – Modeling the Energy Impacts

08:50 – Natural Gas as a Big Winner

10:39 – Supply Chain Constraints

16:38 – Rise of Microgrids and Behind-the-Meter Power

19:31 – Wind and Solar Take a Hit

26:56 – Nuclear Outlook

29:19 – Battery Storage Growth

31:30 – Challenges with Battery and Solar Supply Chains

34:54 – Natural Gas: From ‘Bridge Fuel’ to Cornerstone

39:30 – Future Outlook and Closing Thoughts

Tim Stewart, President, US Oil & Gas Association, Stops by the Energy Impacts Podcast with David Blackmon, to unpack the sweeping effects of the “One Big Beautiful Bill.” From restoring federal lease sales and repealing burdensome methane fees, to spotlighting natural gas as the backbone of a growing AI-powered economy, the conversation explores how the bill resets U.S. energy policy, reshapes investment trends, and repositions oil and gas as essential to America’s future energy landscape.

Highlights of the Podcast

00:01 - Introduction

02:34 - A Return to Normal Energy Policy

04:31 - Stability Through Statutory Measures

05:38 - Permitting Reform & Renewable Pressure

08:19 - Capital Flight from Renewables?

10:57 - Natural Gas and AI Demand Surge

12:00 - VoltaGrid: Natural Gas Microgrid Innovation

14:35 - The Myth of Limited Gas Supply

17:19 - Repeal of Methane Fee from IRA

21:15 - Impact on Offshore Leasing and Investment Certainty

22:54 - Decline of ESG and Sustainability Reporting

25:59 - Rejection of Appeasement Strategy

28:52 - Looking Toward 2028 and Beyond

This will be a fascinating discussion of the global financial markets and energy, as the current geopolitical landscape influences commodities and energy. Wasif Latif, Co-Founder, President & Chief Investment Officer, at Sarmaya Partners, stops by the Energy Impacts live podcast. You won't want to miss this discussion.

Highlights of the Podcast

00:00 – Introduction

01:14 – Sarmaya Partners and the Commodity Supercycle

03:34 – Why Lithium and Rare Earths Are Not Prioritized

04:55 – The Nuclear Renaissance

10:28 – U.S. vs. Global Nuclear Expansion

12:29 – Natural Gas as the Interim Energy Solution

14:56 – Copper: The Foundation of Energy Transition

18:01 – India's Rising Energy Needs

22:16 – Africa's Future in the Energy Story

25:06 – Policy's Dominance in Investment Strategy

32:01 – Undervalued Energy Sector vs. Overvalued Tech

36:16 – The Coming Oil Supply Gap

39:54 – Price as the Ultimate Adjuster

41:29 – Final Thoughts & Where to Find More

In this episode of Energy Impacts, David Blackmon sits down with Chevron land manager Kelly Coppins to talk about the real-life role of a landman and how it compares to the version seen in the TV series Landman. Kelly shares insights into her work in the Permian Basin, from negotiating with landowners to managing complex surface and subsurface operations. They also discuss how much the industry has evolved, especially in safety and environmental practices, and how public perception often misses the full picture. It’s a down-to-earth conversation that sheds light on the people and processes behind America’s energy production.

Whether you’re in the oil and gas industry or just curious about how energy really works, this is an episode you don’t want to miss.

Highlights of the Podcast

00:01 – Introduction

01:10 – What a Real Landman Does

02:50 – Growth of the Permian Basin

03:45 – Comparing Reality vs. TV

05:38 – The Wild Opening Scene

07:07 – The Landman’s Son Theory

08:30 – Safety in the Permian

10:53 – Evolution of Safety Standards

13:38 – Profit Motive Behind Safety

15:47 – Honest Portrayal of West Texas Life

18:22 – Breaking Stereotypes

19:08 – Chevron's Presence in Midland

20:54 – Texas vs. New Mexico Land Work

22:54 – Policy Changes and Project Planning

24:44 – Importance of Regulatory Consistency

25:27 – Closing Remarks

Wayne Christian, Texas Railroad Commissioner, stops by the Energy Impacts podcast, and we will cover all of the critical oil, gas, and regulatory updates from the Texas Railroad Commissioner.

In this fast-paced and candid conversation, Commissioner Christian shares powerful insights on Texas’s dominant role in U.S. energy production, the fragile future of the electric grid, the real costs of wind and solar, and why misguided climate policies are putting reliability and taxpayers at risk. From the Permian Basin’s future to legislative battles over energy equity, this episode is a must-listen for anyone tracking the crossroads of policy, energy, and economics.

This is a critical time, and this update you won't want to miss.

Highlights of the Podcast

00:00 – Introduction and Commissioner Wayne Christian’s background

01:36 – History of the Railroad Commission as an environmental agency

04:54 – Importance of oil & gas to economy and modern life

07:02 – Grid stability post-Winter Storm Uri

08:16 – The risk of over-reliance on renewables in Texas

10:31 – IRA subsidies, failed legislation, and unfair energy market rules

13:36 – Commission funding and orphan well challenges

16:50 – Environmentalism as “religion” and conflicts with human benefit

18:36 – Wind/solar decommissioning costs and environmental damage

21:38 – Carbon capture criticism and taxpayer impact

26:08 – Deregulation, shareholder control, and lobby influence

29:47 – Consolidation in Permian Basin and economic disincentives

33:29 – Remaining reserves, oil efficiency, and regulatory contradiction

36:41 – Closing remarks and final thanks

Meghan Lapp is leading the charge to save the commercial fishing industry and bringing up a national security risk. 

How, you might ask, are offshore wind farms a huge problem?

The Empire Wind Project, a controversial offshore wind farm near New York, has raised national security and environmental concerns due to its location near JFK flight paths, potential radar interference, and disruption of vital fishing grounds. Meghan Lapp, a fisheries expert, warns that the project—partly owned by Norway’s state was rushed through permitting without proper oversight, may obstruct air defense capabilities, and could endanger marine life and navigation. Despite a brief halt by the Trump administration, the project resumed amid speculation of a pipeline deal, drawing scrutiny over regulatory failures and political motivations.

Highlights of the Podcast

00:00 – Introduction

03:13 – Empire Wind Project Controversy

05:28 – Alleged Pipeline Deal & Foreign Ownership

08:15 – Radar Interference and JFK Airport Risks

11:19 – DOD and FAA Inter-agency Failures

14:24 – Deceptive Status Claims and Construction Reality

17:09 – Maritime Safety and Historic Collisions

20:01 – Tower Size and Ecological Blind Spots

23:26 – Vineyard Wind and Tax Loopholes

27:17 – Falsified Safety Data and National Security Concerns

30:44 – Trump Admin Review and Industry Hope

33:58 – Structural Governance Problems

36:41 – Disparity in Regulation Between Oil/Gas and Wind

39:20 – Microplastics and Blade Deterioration

42:05 – Reclamation Costs and Industry Burden

44:13 – Final Plea for Government Attention

46:36 – Conclusion and Call to Action

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.

This podcast is also going out on David Blackmon’s Substack and podcast channels, and he had some fantastic points and questions for Doomberg.

Thank you both for your energy, leadership, and your time – Stu

Check out Doomberg on his Substack at https://newsletter.doomberg.com/

Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-markets

Highlights of the Podcast

00:00 – Introduction

03:00 – California’s Refining Crisis

08:30 – California Politics & Oil

13:20 – Trump’s Energy Team

17:40 – OPEC’s Decline & Co-Product Economics

23:00 – Oil Price Volatility & Strategy

26:30 – NGLs & Changing Energy Definitions

33:00 – Permian, Consolidation & Costs

36:00 – Breakevens and Co-Product Economics

39:00 – LNG, Natural Gas, and Arbitrage

45:00 – LNG Tankers, Jones Act, and Energy Exports

49:00 – $50 Oil as Geopolitical Strategy

53:00 – Russia, NATO & War Risks

57:00 – Canada, Trump, and Final Thoughts

Join David Blackmon as he interviews Lewis Black, CEO of Almonty Resources, in a compelling discussion on the global importance of tungsten, the challenges of building critical mineral supply chains in democratic nations, and why Almonty is relocating to the U.S. to support national defense. From China's dominance in raw materials to the strategic future of Western industry, this short but powerful conversation explores the intersection of geopolitics, mining, and innovation.

Highlights of the Podcast

01:00 - Introduction & Almonty Overview

03:09 - Tungsten's Strategic Importance

04:39 - Move to the U.S. & National Security Considerations

09:11 - China's Role in the Tungsten Supply Chain

10:42 - Challenges of Developing the Korean Mine

13:15 - U.S.-China Tariffs & Global Trade Implications

18:04 - Western Withdrawal from Mining & Chinese Commercial Strategy

25:57 - Commodity Price Outlook & China's Market Tactics

28:31 - Timeline & Strategic Reasons for U.S. Relocation

In this episode of Energy Impacts with David Blackmon, David Blackmon speaks with Philip Goldberg of the Manufacturers Accountability Project about the growing wave of climate lawsuits against energy companies. They discuss the legal and economic implications, the role of federal vs. state regulations, and how these lawsuits could impact manufacturing, jobs, and consumer costs. Tune in to understand why both sides of the political aisle see fundamental flaws in this litigation strategy.

Highlights of the Podcast

00:14 – Podcast Relaunch & Guest Introduction

01:42 – The Rise of Climate Lawfare

02:18 – Background of the Manufacturers Accountability Project (MAP)

04:07 – Impact of Litigation on Businesses

05:46 – Are These Lawsuits Effective?

06:51 – The Real Goal of These Lawsuits

10:46 – History of Climate Lawsuits

13:27 – Shifting Legal Strategies

15:04 – Endgame: Will These Lawsuits Ever Stop?

19:27 – The Supreme Court & Legal Challenges

23:13 – Impact on the Manufacturing Sector

26:08 – Future of Climate Litigation & Public Involvement

27:25 – Closing Remarks & Acknowledgments

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.

Angela Wilkinson, Secretary General of the World Energy Council, emphasized the importance of a systems thinking approach, noting that these transitions are multifaceted and involve significant societal changes. She highlighted the necessity of collaboration and practical action, pointing out the differing approaches between the U.S. and Europe in addressing energy challenges. Dr. Wilkinson stressed that energy transitions are not merely about replacing technologies but require a deep understanding of socio-economic contexts and overcoming social opposition to achieve progress.

Concerns were raised about the feasibility of energy transitions within democratic societies, with critiques of certain energy policies as authoritarian and calls for nuclear energy as a sustainable solution. Dr. Wilkinson responded by advocating for an inclusive approach considering diverse regional needs and the importance of managing energy transitions across generations. Using the metaphor of the "Energy Olympics," she illustrated the need for sustained, intergenerational effort and diverse capabilities to achieve successful energy transitions.

Highlights of the Podcast

00:47 - Purpose of the World Energy Council

04:01 - Challenges in Energy Transition

08:06 - Role of the International Energy Agency (IEA)

13:01 - System Costs and Social Challenges in Energy Transition

16:17 - Realism of Energy Transition

18:15 - Future Projections and Practical Action

19:04 - Oil and Gas Decarbonization

20:20 - Energy Transition Challenges in Democratic Societies

22:42 - Comparing US and European Approaches

24:20 - Licensing Delays and Property Rights

25:12 - Adapting to Climate Change Realities

28:03 - Energy Transition as an Olympic Pentathlon Relay

29:34 - Closing Remarks

 A seasoned expert in the oil and gas industry, Armando Cavanha, discusses Brazil's energy landscape, the impact of political tensions on energy projects, and the challenges of attracting foreign investment. The conversation highlights Petrobras's pivotal role in offshore ventures and explores the complexities of the energy transition, emphasizing the indispensable role of oil alongside renewable energy sources.

The discussion extends to Brazil's natural gas needs, the significance of hydropower, and the burgeoning electric vehicle market influenced by Chinese imports. Armando also sheds light on Brazil's ethanol and biofuel programs, underscoring their importance in the nation's energy mix. The episode delves into the global trade implications, the environmental impact of exporting polluting industries, and the current political climate in the United States, revealing the critical intersection of energy policies and geopolitical developments. This thought-provoking dialogue offers a comprehensive look at the future of energy in Brazil and beyond.

Highlights of the Podcast

00:09 - Introduction and Guest Background

01:14 - Political Tensions Impacting Energy Projects

02:03 - Brazil's Natural Gas Needs and Sources

03:40 - Challenges of Investment in Brazil

06:21 - Success of Petrobras in Offshore Investments

08:25 - Energy Transition and Irreplaceable Oil

08:37 - Main Uses of Natural Gas in Brazil

12:35 - BRICs Alliance and China's Influence

15:28 - Electric Vehicle Market in Brazil

17:00 - Ethanol and Biofuels in Brazil

18:21 - Global Trade and Emissions

19:38 - US Political Climate and Energy Policies

26:12 - Conclusion and Future Discussions

In this episode of The Energy Question, David Blackmon talks with Iowa Congressman Zach Nunn about the state of play related to this year's elections, along with national security and energy policy in the nation's capital. 

A sixth generation Iowan, Cong. Nunn was raised in a family of public school teachers, nurses, and farmers. While growing up, Zach helped out on his family’s Century family farm raising sheep, poultry and growing row crop. He was raised on Des Moines’ east side and went to Southeast Polk High School before attending Drake University. He went on to get master’s degrees from the Air Command and Staff College and the University of Cambridge.

Zach served our country for almost two decades in the United States Air Force. As an airborne intelligence officer, Zach flew recon missions off the coasts of Russia and China. After 9/11, he deployed three times to the Middle East and flew over 700 combat hours. He served as Director of Cybersecurity at the White House’s National Security Council combating cyber-attacks from foreign adversaries. Zach currently serves as a Colonel in the U.S. Air Force Reserve.

Following his active duty military service, Zach served in the Iowa House of Representatives and the Iowa Senate. While working in the state legislature, he helped pass the state’s largest tax cuts three times over, growing Iowa’s economy and putting more money back into the pockets of Iowans.  

In Congress, Zach continues to be a pragmatic problem-solver pushing common-sense policies to benefit Iowans in all 21 counties he has the honor of representing. He serves on the House Financial Services Committee and the House Agriculture Committee where he is bringing Iowa’s big voice in the insurance industry and agricultural industry to our nation’s capital. Nunn also serves on the General Farm Commodities, Risk Management and Credit subcommittee and the Commodity Markets, Digital Assets and Rural development subcommittee.  

Zach is honored to call Bondurant his home and is happily married to wife Kelly and dad of six kids, two of which are adopted.

Enjoy!

Highlights of the Podcast

00:30 - Congressman's Background and Greeting

00:59 - Congressman's Roles and Responsibilities

02:18 - Cybersecurity Threats and National Defense

03:22 - Legislation and Bipartisan Support

05:31 - Daily Briefing at the White House

08:22 - Supply Chain and Critical Infrastructure

10:40 - China's Influence and Rare Earth Minerals

13:57 - Rare Earth Resource Discoveries

14:43 - China's Market Manipulation

16:38 - LNG Infrastructure and Russia

20:08 - Iowa's Political Landscape

23:10 - Impact of California and New York Residents Moving to Iowa

In this episode of The Energy Question, David Blackmon interviews the visionary former CEO of Burlington Resources, Bobby Shackouls. Bobby took over as CEO of BR in the mid-1990s, assuming command of a large independent producer that had struggled financially the previous two years. 

By 2005, Shackouls and his team had built BR into a $32 billion enterprise whose management philosophy related to cost control and capital discipline remains one of the dominant models in the industry today. That list notably includes Travis Stice, the current CEO at Permian Basin giant Diamondback Energy.

David worked for Shackouls and BR through the duration of his time as CEO, until the company was bought by ConocoPhillips in a deal that closed in May, 2006. 

Since retiring from BR, Shackouls has maintained a keen interest in current events and continues to advocate as a voice of sanity on energy policy and climate alarmism.

Enjoy this discussion.

Highlights of the Podcast

00:09 - Introduction and Background

02:15 - Transition to ConocoPhillips

04:03 - Leadership and Management Philosophy

06:36 - Challenges in the Energy Industry

09:40 - Capital Discipline and Industry Evolution

11:57 - Oil Industry Health

13:29 - Climate Change Concerns

14:56 - Global Energy Usage

17:18 - Vehicle Preferences

19:00 - Political Knowledge

21:48 - Regulatory Impact

23:25 - Generational Views

In Episode 103 of" The Energy Question" David Blackmon interviews Jerry Greenwich about the hidden mechanisms of innovation and their implications for the energy sector. They discuss how current advancements often involve refining old technologies rather than groundbreaking inventions, with examples like electric vehicles and renewable energy sources. Jerry emphasizes the need for deep, sustained thinking and experimentation—what he calls the forward plane—to achieve true innovation in energy generation, storage, and distribution.

Jerry also highlights the importance of recognizing the moral and ideological dimensions influencing energy policy and innovation. His book, "First Invisible, Then Obvious," offers a framework for fostering creativity and long-term investment to tackle complex problems in energy and beyond. This conversation sheds light on how we can cultivate these abilities to drive meaningful progress.

For a thought-provoking discussion on technology, energy, and policy, tune in to hear Jerry's insights and expertise.

Highlights of the Podcast

01:08 - Jerry Greenwich's background

03:46 - First invisible Then Obvious 

08:07 - Little thing of fourth plane and generation 

08:36 - Back Plane

09:50 - Creation of This Forward Plane Type Thing 

10:42 - The experience in my own life

13:24 - The Forward Plane building activity 

14:34 - Representation, Precedes, Comprehension 

16:42 - The Hungry Don't Get Fed 

17:35 - Creativity and Innovation 

20:22 - What's going on in the energy space 

24:45 - Dumb Data

28:26 - About Papyrus 

31:16 - The writing system and the writing medium

33:54 - The initial premise of principle dynamic processes 

35:35 - Social Message

37:16 - The emotional side of things 

40:12 - The Civil Servants

43:02 - When you spend money like a Drunken Sailor

45:09 - The Overton Window

49:33 - The abiotic story of oil

52:02 - The ideas in the book 

The Energy Question: Episode 102 - Kathleen Sgamma, President of Western Energy Alliance

In Episode 102 of " The Energy Question" The Kurdistan Workers' Party, commonly known as the PKK, is officially designated as a terrorist organization by several countries and international organizations. This includes the United States, the European Union, Turkey, and NATO, among others. 

The PKK has been involved in an armed struggle against the Turkish government, seeking greater autonomy and rights for Kurds within Turkey. The designation is due to its history of violent activities, including attacks on civilian and military targets.

Highlights of the Podcast

01:00 - Little background on its history, membership, and its mission

02:47 - Federal issues

05:24 - Natural capital accounting

06:42 - The Department of Interior

08:52 - When President Trump came in 2017

10:57 - Joe Manchin 

14:34 - Disproportionately impact to small producers 

19:57 - Methane regulation

22:29 - The UK and Europe

23:57 - The White House, considering declaring a climate emergency

26:43 - Zero emissions

In Episode 101 of " The Energy Question" South African energy expert Hugo Kruger is back for a return engagement. In this episode David Blackmon interviews Hugo about current energy happenings in South Africa and across the Global South. 

Enjoy!

Higlights of the Podcast

00:40 - A wealth of information 

01:15 - The second largest circulation in the country 

03:34 - The government is choosing who's going to win 

05:06 - The flagship companies for these countries 

08:14 - The insurance costs on to the poorest households 

10:17 - The U.S. and all these gas 

11:23 - The system is so complex

13:56 - The U.S. you still have the fluctuating rates

16:32 - The highest intensity of coal use in CO2

18:11 - The most flexible meter method 

20:52 - The Cape of Good Hope

24:21 - A democracy that's doing the right decisions 

25:23 - The Russian supply away from the Germans

27:03 - The message they sending to Europe 

28:04 - The presidential elections