Energy News Beat Podcast

On the Energy News Beat Stand Up, we are covering 9 big stories, and they all have a huge impact on the markets, consumers, and investors. Goldman Sachs validated what we had been writing about, and we also brought up the other downstream products that look to be approaching a critical supply chain breaking point. In California, that is about 3 weeks, and in the EU, it is sooner. They use a lot more imported jet fuel and diesel. 1. Oil and Energy Market OutlookThe discussion centers on Goldman Sachs' "higher for longer" forecast, suggesting sustained elevated prices for oil, gas, diesel, jet fuel, and gasoline. A key concern is the supply shock in the global petrochemical feedstock market caused by disruptions in the Strait of Hormuz, which could trigger demand destruction and potentially lead to a global recession. 2. US Energy ExportsThe podcast highlights record-high US exports of crude oil, refined petroleum products, and petrochemical materials. There's emphasis on the strategic importance of "energy dominance" and energy security through maintaining strong export capabilities. 3. California's Energy CrisisA significant portion addresses California's energy challenges, specifically: 4. Geothermal Energy DevelopmentThe discussion explores geothermal energy as a potential solution, with estimates of 150 GW of untapped geothermal capacity in the US. However, regulatory barriers and the need for government support are identified as key obstacles to development. 5. Energy Sector Investment AnalysisThe podcast includes technical and fundamental analysis of energy stocks, examining companies like Crescent Energy and Baker Hughes, along with stock valuations and investment opportunities in the energy sector. 1.Goldman Sachs: ‘Higher for Longer’ Is the New Reality 2.The Global PetroChemical Feedstocks Shock is Unfolding 3.Demand Destruction is on the Horizon with a Billion-Barrel Hormuz Oil Shock About to Send Prices Up 4.US Energy Exports Hit Records as Energy Markets Shift 5.U.S. Gasoline Remains a Bargain Compared to Europe – and California 6.Energy Security Starts at Home, and Your Energy Dominance Is Exhibited Through Your Exports – How is the U.S. Shipbuilding rolling out? 7.Geothermal Breakthrough Looks to Break Open 150 Gigawatt Energy Revolution – If State and Federal Regulators Can Get Out of the Way 8.Crescent Energy (CRGY) Valuation Post Earnings and Expectations 9.Baker Hughes Q1 Revenue Beats Estimates by $260 Million as LNG Order Surge Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

It is a wild day on the News Desk, and we saw Brent hit $105, and the market tanked. This is not going to be over very quickly, as there is a lot to unwind in the oil and gas markets and supply chains. We are seeing new proposed pipelines, and Energy Security is really taking front and center stage around the world. 1. Oil and Energy Market DynamicsThe Podcast extensively covers how global oil markets are being affected by geopolitical tensions, particularly disruptions in the Middle East and the Strait of Hormuz. There's discussion about establishing a new baseline for oil prices (around $90-$95 range) and the risk of demand destruction if prices remain elevated. The speaker also analyzes the disconnect between how oil/gas companies are performing versus refineries in the current market environment. 2. Energy Security and Self-RelianceA significant focus is placed on countries building domestic refining and drilling capabilities to reduce dependence on imports. The transcript highlights U.S. efforts to increase energy independence and export capabilities, with specific examples like the Golden Pass LNG facility and Japan's JAPEX expanding into the U.S. oil and gas market. 3. Geopolitical DevelopmentsThe discussion addresses potential permanent disruptions to Middle Eastern oil supplies and their global market impact. There's also mention of U.S. government efforts to re-engage with Venezuela to boost oil production and exports. 4. Regulatory and Policy ChangesThe podcast covers bipartisan efforts in Pennsylvania to maintain coal-fired power plants despite the broader shift toward natural gas and renewables. California's refinery issues and the Jones Act's impact on U.S. energy supply and pricing are also discussed. 5. Stock Market and Investment AnalysisStu provides insights on the performance of various energy-related stocks, including oil and gas companies, refiners, and LNG players, identifying potential investment opportunities and risks in the current market. 1.Is $90 to $95 Oil Is the New Baseline for 2026 2.When the Paper Price of Oil Catches Up with the Physical Price of Delivered Oil, It Will Be a Violent Swing UP 3.Energy Security Starts at Home: More Countries Are Building Refineries and Drilling Programs 4.Oil Disruption of the Strait of Hormuz May Be More Permanent Than a Few Weeks 5.Golden Pass LNG: QatarEnergy/ExxonMobil Joint Venture in Sabine Pass Makes First Shipment 6.Japan’s Japex to Expand Oil and Gas Production, Including in the U.S. 7.Two Clean Coal Plants in Pennsylvania Are Staying Open Thanks to Trump and Shapiro 8.US Oil Executives Meet Venezuela President and What Does This Mean for Investors and Consumers? 9.California is Within Weeks of a Shutdown Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

You won't want to miss this Energy News Beat podcast with our special guest, Dan Doyle, author of " Roughnecks & Riches: A Start-Up in the Great American Fracking Boom". Little did Dan know that his book and the oil patch would be so important in delivering low-cost energy to the US and world markets. Dan is the President and Owner at Reliance Well Services and Arena Resources. This is quite a book, and the experiences are extremely relevant to the Energy Markets right now. We had a great talk, and if you can imagine a book that is a crossover from Landman goes to Harvard Business School, thrown in with Tulsa King starring Sylvester Stallone, you get a better idea of how cool the book really is. Connect with Dan on his LinkedIn - https://www.linkedin.com/in/dan-doyle-a90b442b/ Check out Dan on X @DanDoyleOil You can buy the book at https://a.co/d/02XyKvaI 1. Author & Industry Background The speaker, Dan Doyle, discusses his book "Roughnecks and Riches" and his extensive experience as both a writer and a professional in the oil and gas industry. 2. Energy Industry Challenges The conversation covers the current state of the energy sector, including: Controversies surrounding fossil fuels The shift toward renewable energy Regulatory and policy challenges 3. Business Operations Dan Doyle details his two companies: A fracking company An exploration and production company Operations across multiple regions (Appalachian Basin, Illinois Basin, Powder River Basin) 4. Energy Policy & Regulation Significant discussion about how policies in key states (New York, California, Pennsylvania) impact: Oil and gas industry operations Energy consumer costs Energy security 5. Fossil Fuels vs. Renewable Energy A central debate covering: The reliability and affordability of natural gas Limitations of renewable energy for baseload power The role of fossil fuels in energy security 6. Industry Perception & Competition The challenges the oil and gas industry faces: Public perception Regulatory hurdles Competition from renewable energy sources 7. Political & Economic Implications Discussion of how current energy policies, particularly under the Biden administration, may affect the industry and the 2028 elections. Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. . https://www.data2.ai/resources/the-decision-lag-report And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

We are going to have a wild opening to the markets tomorrow. The Strait of Hormuz is effectively closed, and there is no reason that ExxonMobil, Chevron, and other companies should be trading the way they are. That being said, Secretary Chris Wright was on point again on CNN, and we covered his statements about how $10 trillion spent on Green Energy only increased energy use by 3%. 1. Renewable Energy Challenges & LimitationsThe podcast critically examines the effectiveness of renewable energy investments. Despite over $10 trillion invested globally in green energy over 20 years, renewables account for only 3% of global energy supply. Key issues include low capacity factors, transmission losses, storage requirements, and the need for grid overbuild—all of which increase true costs beyond what's typically reported. 2. Geopolitical Tensions & Energy MarketsThe discussion covers disruptions in the Strait of Hormuz caused by Iran's actions, leading to volatility in global oil tanker traffic and prices. Additionally, there's analysis of China's strategic reduction of U.S. Treasury holdings, signaling a shift away from the U.S. dollar. 3. Market Manipulation & Price MisrepresentationThe podcast includes detailed criticism from the Doomberg newsletter about divergence between paper/futures oil prices and actual physical oil costs. It characterizes current oil pricing as potentially manipulated and describes it as a "government-constructed lie" designed to maintain false market stability. 4. Texas Energy Demand & Data Center GrowthERCOT's projections show peak electricity demand in Texas could reach 367 GW by 2032—more than 4 times current records—driven largely by data center expansion. The transcript highlights challenges including interconnection backlogs and transmission planning needs. 5. Regulatory & Financial IssuesCoverage includes Duke Energy's bid to recover costs from winter weather events and analysis of major oil/gas companies' (Chevron, Exxon) earnings versus stock performance discrepancies. 6. California Energy Policy CriticismStu critiques Governor Newsom's energy policies, particularly his response to rising oil prices, suggesting his policies have contributed to a looming energy crisis with refinery closures and limited fuel access. 1.The World Has Spent $10 Trillion on Green Energy — and Only Reached 3% of Global Energy 2.US Markets Look Like a Bull Run, but the Hormuz Dependent Countries are Looking Down 3.China Sending a Clear Signal and Dumps U.S. Treasuries 4.The US’ Renewed Russian Oil Sanctions Waiver Will Help Their Shared Indian Partner 5.Backwards Looking – Doomberg 6.Buffett and China Are Making the Same Bet – The Merchant’s News 7.Over 367GW Grid Requirements in Texas ERCOT by 2032: Navigating the AI Data Center Boom for Investors and Consumers 8.Duke Energy Cost Recovery Bid and 19,000 MW Plan Test Valuation 9.Oil and Gaslighting Gavin Newsom Rides Again ● You can also find all of the stories on https://energynewsbeat.com/ Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. . https://www.data2.ai/resources/the-decision-lag-report And we have WellDatabase rolling in as a new sponsor.

Jon Brewton stopped by the Energy News Beat Podcast and let us know how his meetings with the Department of Energy went. This is extremely cool for the entire energy sector, as we are facing energy crunches, rising demand, and cost issues, and Jon and the entire Data 2 group have solutions. We have to maintain and continue to achieve Energy Dominance through our Exports and provide more energy at lower costs. You have heard me say Energy Security starts at home, but Energy Dominance is displayed through your exports. Well, you have to produce more than you use to export, and the Data2 team is helping bridge this gap. The overarching theme of our discussion is that innovation and technology are essential for the oil and gas industry to navigate current market challenges and maintain global competitiveness. 1. Oil & Gas Industry ChallengesThe conversation opens with discussion of current market pressures, including declining oil prices, surplus tanker capacity in the Gulf, and geopolitical risks (particularly around Iran). These factors are creating significant operational and financial pressures on the industry. 2. Technology as a SolutionA major focus is on how technology can help the industry do more with less—such as: 3. Data Integration & ManagementThe transcript emphasizes a critical industry problem: fragmented and disparate data systems. The discussion highlights how companies struggle with data silos and the need for better data integration solutions to make informed decisions. 4. AI-Powered ApplicationsSpecific use cases are discussed, including: 5. Data Integrity & TrustThere's significant emphasis on the importance of transparency and explainability when deploying AI systems. Building trust through data integrity is crucial for industry adoption. 6. Public-Private CollaborationThe transcript discusses potential partnerships between private companies and government agencies (like the Department of Energy) to maintain U.S. competitiveness in global energy markets. 7. Real-World ApplicationsThe speaker shares examples from their company, Data Squared, demonstrating how their technology solutions have helped clients with data integration, cost savings, and operational improvements. Please connect with Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/ For more information on Data2 and how AI can transform your energy company with patented technology, check out: https://www.data2.ai/resources/the-decision-lag-report Data2 Website: https://www.data2.ai/ You can also find all of the stories on https://energynewsbeat.com/ Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. . https://www.data2.ai/resources/the-decision-lag-report And we have WellDatabase rolling in as a new sponsor.

This 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 ShortagesThe 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 ActExperts have drafted seven executive orders that could be invoked under the Defense Production Act to address the crisis. These orders aim to: 3. National Security ImplicationsThe 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 PolicyThe 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 InactionExperts emphasize the critical need for immediate intervention, warning of severe consequences, including fuel shortages, price spikes, economic disruption, and national security risks if action isn’t taken. Connect with Professor Mische on his LinkedIn here: https://www.linkedin.com/in/michael-a-mische-987b30a/ Connect with Mike Ariza on X https://x.com/MikeAriza4531 Important Story Links: California will be a national security risk for the entire country! California Gasoline Supply Outlook: A Disaster in the Making https://californiaglobe.com/fr/california-gasoline-supply-outlook-a-disaster-in-the-making/ California’s Oil and Gas Crisis: From Military Threat to Mass Starvation https://californiaglobe.com/fr/from-military-threat-to-mass-starvation/ EXCLUSIVE: Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security https://californiaglobe.com/fr/executive-orders-for-president-trump-ensuring-that-us-has-necessary-fuels-from-california-to-provide-us-national-security/ You can also find all of the stories on https://energynewsbeat.com/ Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report And we have WellDatabase rolling in as a new sponsor.

The Structural Shift is how the capital is going to be allocated, either in new pipelines, or getting coal plants out of mothball storage, or even developing your country's energy sources. Net Zero has hit a wall, and energy security is taking center stage. We have David Blackmon, Mike Ariza, and Professor Mische on the podcast tomorrow covering the 7 huge Executive Orders President Trump is rolling out. 1. Structural Shift in Capital Allocation (Energy Sector)The conversation explores how investment patterns in the energy industry are changing, with capital moving toward pipeline infrastructure and away from traditional routes like the Strait of Hormuz. This reflects broader concerns about energy security and the need for self-sufficient energy systems. 2. Coal ResurgenceA significant theme is the unexpected comeback of coal as an energy source. Despite previous commitments to phase out coal, demand is increasing in Europe and Asia, with coal plants being restarted or kept operational. This challenges the "net zero" movement and highlights the continued reliance on fossil fuels. 3. Iran Conflict and Energy Market DisruptionsThe transcript discusses how geopolitical tensions, particularly involving Iran, create vulnerabilities in global oil supply chains. The Strait of Hormuz is a critical chokepoint, and disruptions there could cause significant price spikes and market volatility. 4. U.S. Energy Dominance and ExportsThere's emphasis on the U.S. position as a major energy exporter—including coal, oil, and gas. The discussion highlights how U.S. energy production could help offset global supply disruptions and strengthen America's geopolitical position. 5. Financial and Investment AnalysisThe transcript includes stock market analysis and investment opportunities, focusing on energy companies like Peabody Energy, Exxon, and Chevron, suggesting potential gains in the sector. 6. Podcast Content and Expert DiscussionsReferences to upcoming episodes and expert guests indicate this is part of a broader series examining the energy crisis and its implications. 1.A Structural Shift in Capital Allocation in the Energy Sector is Underway Due to the Iran Conflict 2.U.S. Oil Blockade Is Set to Boost American Exports, and Impact Consumers 3.Coal Is Back in Play Around the World 4.President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities 5.Dallas Fed Impact Study of the 2026 Iran War on U.S. Inflation: A Scenario Analysis 6.Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security 7.US is quickly lining up Tankers in the Gulf of America 8.Peabody Energy May Be the Only Winner of the Strait of Hormuz Blockade 9.The Oilfield Service Crunch Is Here You can also find all of the stories on https://energynewsbeat.com/ Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report And we have WellDatabase rolling in as a new sponsor. ●

With this wild group of 7 stories, and one from CENCOM, I needed to also have a subtitle of "these three key points: 1. Oil and Energy MarketsThe discussion delves into the complexities of oil pricing, distinguishing between paper oil prices (futures contracts) and physical delivery prices. There's significant focus on tanker traffic, oil flows to the U.S. and California, and analysis of energy-related ETFs and stock performance in the sector. 2. Geopolitical Tensions and Energy SecurityA major theme is the situation surrounding the Strait of Hormuz, a critical chokepoint for global oil supply. The conversation includes concerns about potential closure, Iran's alleged inability to fully reopen it due to lost mine maps, and the potential involvement of U.S. military intervention. These geopolitical issues directly impact global energy markets and supply chains. 3. U.S. Power Grid Infrastructure ChallengesThe transcript highlights serious vulnerabilities in America's aging power grid, with a significant portion of transformers operating beyond their expected lifespan. There's particular concern about the vulnerability of the 18 major grid interconnects to potential sabotage or cyberattacks. 4. Energy Policy and RegulationDiscussion includes the need to redefine how we calculate the levelized cost of energy, particularly to better account for renewable energy sources. There are also mentions of potential policy actions by the Trump administration regarding energy issues. 5. Financial and Investment PerspectivesThe transcript covers stock performance and investment opportunities in the energy sector, including major companies like Chevron and ExxonMobil, as well as how climate-focused and ESG investors are navigating market volatility. 1.The Paper Price of Oil is About to Get Hit with Reality and Converge with the Delivery Price of Oil 2.NYT Writes Iran Can’t Open the Mines Because they Can’t Find Them: What This Means for the World’s Oil Crisis 3.U.S. Begins Clearing the Strait of Hormuz with Military Ships Passing Through 4.$2B Investment Drives Expansion of U.S.-Canada Oil Flows 5.TAL Pipeline Connecting Germany and Italy May Have Been Sabotaged 6.Iran War Fuels Rush to Energy ETFs and Oil Stocks. Climate Investors See No Reason to Chase Returns 7.Europe’s Gas Market is under Stress During Refill Season 8.The US Grid Transformers are a Critical Junction and Is A National Security Risk Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report And we have WellDatabase rolling in as a new sponsor.

Energy Security Starts at home, and Jason hits Energy Dominance through Service out of the park. You have heard me say, “Energy Security starts at home, and Energy Dominance comes through your exports”. Well, Jason is a great example of how Energy Dominance can’t happen without exporting our great oilfield services to countries that need to get stranded gas or the know-how rolling. 1. ARC Energy’s Global OperationsJason Arsenault discusses his company’s presence across 16-17 countries, specializing in designing, selling, and renting equipment for gas processing and energy production. The company focuses on stranded gas monetization, NGL creation, and power generation from underutilized gas resources, with a diverse portfolio of new, reconditioned, and recycled equipment. 2. Venezuela’s Energy Crisis & OpportunitiesA significant portion of the discussion centers on Venezuela’s energy sector challenges, particularly the decline of state-owned PDVSA. Given Jason’s personal connections (his wife is Venezuelan), he explores potential opportunities for ARC Energy to help restore production and stabilize the country’s energy industry, with references to U.S. government involvement through Secretary of Energy Chris Wright. 3. Global Unconventional Oil & Gas ExpansionThe transcript covers the growing development of shale and unconventional plays in countries like Turkey, Bahrain, and Saudi Arabia. There’s emphasis on how American service companies and technologies can capitalize on these opportunities by providing specialized skills and equipment needed for unconventional reservoir production. 4. Regulatory & Operational ChallengesA key theme is the contrast between regulatory environments—particularly highlighting the difficulty of obtaining permits in California versus the relative ease in other countries. This underscores the importance of local partnerships and understanding regional regulatory and political landscapes. 5. Natural Gas’s Role in Energy TransitionThe discussion emphasizes natural gas as a cleaner energy source, focusing on reducing flaring and methane emissions through capturing and monetizing stranded gas resources while minimizing environmental impact. Connect with Jason on his LinkedIn: https://www.linkedin.com/in/arcenergyequipment/ Check out ARC Energy: https://www.arcenergy.com/ A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report And we have WellDatabase rolling in as a new sponsor.

The Strait of Hormuz is still closed, and we have 9 huge stories to cover on today's Energy News Beat Stand Up. I am calculating that $82 will be the new floor after we get the tankers rolled out of the Persian Gulf and refilled. I go through all of that and how I came up with that number. 1. Oil and Gas Market DynamicsThe conversation extensively covers the energy market, including: 2. Geopolitical Tensions and Energy SecurityA significant focus on how international conflicts affect energy markets: 3. Data Center and Energy Infrastructure ExpansionDiscussion of rapid infrastructure growth in the U.S.: 4. Renewable Energy and Subsidy PolicyCritical examination of renewable energy economics: 1.It Will Take Months for the Oil, Gas and LNG Markets to Stabilize, and the New Floor Is Around $82 2.The Saudi East-West Pipeline has been attacked. Still functional, and damage assessment is underway. 3.ExxonMobil Sees 6% of Global Output Impacted by Iran War, But What Does This Mean for Q1 and Q2? 4.Goldman Says Another Month Means Over $100 Brent Through 2026 5.JP Morgan’s Letter to Investors: Implications and Actions 6.How will the global oil and gas markets look post Iran War 7.Chevron Faces Smaller Mideast Disruptions Than ExxonMobil Amid Iran War – A Side-by-Side Comparison 8.Texas is leading in AI and Data Centers, but at what cost? 9.Wind Farms Have Had 50 Years of Subsidies: Should We Rethink How Energy Is Priced? We have Jon Brewton, with Data2, next week, and on the California Crisis, Professor Mische, David Blackmon, and Mike Areiz. Tomorrow, we are releasing Jason Arceneaux, President and Chairman of the Board for Arc Energy, and we will cover the global oil markets. Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/ Also, a shout-out to our great Sponsors: A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report We also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/

" Net zero states have higher energy costs, but we will also hit $150 oil to find out next on the Energy Newsbeat standup. " Stu Turley, Energy News Beat Podcast Host 1. Energy Costs & Affordability The discussion examines how different U.S. states rank in terms of electricity affordability, with particular attention to how renewable portfolio standards (RPS) and cap-and-trade programs correlate with higher energy costs. States with net-zero emissions targets are highlighted as having notably higher energy expenses. 2. Oil Price Volatility & Geopolitical Risks The podcast explores the potential for oil prices to spike dramatically (potentially to $149 or higher), driven by geopolitical tensions and supply disruptions. This includes commentary on statements about military intervention in the Middle East and its implications for oil markets. 3. Energy Infrastructure Damage & Supply Chain Disruptions There's significant discussion about damage to energy assets worldwide (particularly in Ukraine), and disruptions to global oil and refined product shipping, including declining flows through critical chokepoints like the Strait of Hormuz. 4. Renewable Energy & Green Policy Challenges The podcast critically examines whether renewable energy policies and the "green new deal" can adequately address current energy crises, questioning the viability of wind and solar without substantial investments in storage and grid infrastructure. 5. Government Policy Criticism There's notable criticism of government policies (especially in California) and the Federal Reserve's effectiveness in addressing the emerging financial and energy crisis. 6. Specific Energy Projects Discussion of particular developments, such as a proposed 300-375 MW solar farm project in Wisconsin and the challenges it faces in the current energy market. 1.Net Zero Energy Policies Equate to Higher Energy Costs 2.Is Oil Set to Open Tomorrow at $149 or Higher? 3.President Trump Says Open the Strait, or We Will Bomb You to the Stone Age 4.Goldman Sachs Says Oil Price Shocks Are Looming: Global Diesel, Gasoline, and Refined Products Crisis Unfolds with Rationing Timelines by Region 5.JP Morgan Says Oil Goes to $150 if Strait Not Opened Till May 6.Big Solar Comes for My Home County 7.The California Refinery Crisis is a national security risk for America ● Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/ Also, a shout-out to our great Sponsors: A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report We also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/

This was a hard hitting discussion from Mike Ariza, Downstream Expert fresh after lastnights Town Hall discussion with Proffesor Mische and a host of other key people talking about the horrific National Secuirty Crisis in California and how the Strait of Hormuz is about to impact the entrie half of the United States. Yes you heard that correctly. " If you can't move food, I mean, you can, if the Port of Los Angeles shuts down, the Porta Long Beach shuts down. And if you can move food people are going to starve in California and Reno and Vegas and Arizona. And that's just, it's a simple fact. If you don't have the fuel, you don't have the logistics. " Mike Ariza, Downstream Energy Expert Thank you Mike, and we look forward to seeing you and the Proffessor with David Blackmon on the next Energy News Beat Pannel on California National Security Crisis Unfolding. 1. California's Energy CrisisThe transcript focuses heavily on California's declining refinery capacity (down to just 7 refineries) and the state's growing dependence on imported fuel—40-60% of gasoline, diesel, and jet fuel now comes from outside the state. This has created infrastructure bottlenecks and supply constraints leading to price spikes. 2. Economic Impact on Key Industries3. Criticism of California's Policy FrameworkThe discussion critiques several state policies: 4. Call for Federal ActionThere's an emphasis on the need for federal intervention, particularly invoking the Defense Production Act to stabilize the energy market and keep refineries operational. 5. Potential SolutionsThe transcript explores alternatives including: Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/ Also, a shout-out to our great Sponsors: A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report And check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/

What a wild day, and last night's President Trump speech left people scratching their heads. If you are a country pursuing Net Zero, you hear “Go Get Your Own Oil.” There is only one problem. None of them has any military capability to keep the Strait open. So the world is facing a huge split in the road. The countries that will follow Net Zero and double down on wind and solar, or you will see others turning on coal, nuclear, and natural gas, and not turning off their refineries. Half the US is ok, and the other half is in trouble. California is approaching a National disaster, and we have more on that later. 1. Strait of Hormuz Closure & Global Energy DisruptionThe transcript extensively covers Iran's de facto closure of the Strait of Hormuz and its cascading effects on global energy markets. This disruption affects the flow of oil, liquefied natural gas, fertilizers, and other critical commodities worldwide, causing price spikes and supply shortages. The discussion includes impacts on Asia, Europe, and the Philippines, as well as commentary on U.S. policy responses. 2. European Union Energy CrisisThe EU's energy policies are examined, particularly initiatives like "RePower EU" and the "Clean Industrial Deal." The transcript questions the feasibility of these plans given Europe's reliance on fossil fuels and challenges in transitioning to renewables. There's concern about an "energy lockdown" resulting from the Gulf-Iran conflict. 3. California's Energy CrisisCalifornia's energy landscape faces multiple challenges including refinery shutdowns, grid instability, renewable energy integration difficulties, and high electricity prices. The transcript raises questions about the state's energy management and potential national security implications. 4. Redefining Levelized Cost of Energy (LCOE)The discussion highlights the need to recalculate LCOE metrics to accurately reflect the true costs of renewable energy integration, including storage and grid resilience—suggesting current calculations underestimate transition costs. 5. Energy Market Performance & Investment OpportunitiesThe transcript covers current energy sector stock performance, with oil, gas, and refinery companies outperforming broader markets, and discusses investment strategies like covered calls. A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/ A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report And we have WellDatabase rolling in as a new sponsor, and we will be getting their information next week. Thank you all again, and remember why we celebrate Easter. The resurrection story is the most important part of our lives. https://welldatabase.com/

This was a fun podcast with Mark Mukhija, Eagle Nuclear Energy Corp. (NYSE) NUCL. " Did you know that a singular ChatGPT search is equivalent to leaving your light bulb on for 20 minutes? " Mark Mukhija, Eagle Nuclear Energy Corp, NUCL I learned a lot from Mark, and this was an absolute blast to find out how much uranium we need just to update our nuclear fleet, and how much we still buy from other countries. If you have listened to the Energy News Beat Podcast, you have heard me say that Energy Security Starts at Home, and Energy Dominance comes through your Exports. Well, Mark and the team at Eagle Nuclear Energy Corp, NUCL, are on top of the largest Uranium deposit in the US, and this is critical. Let's look at their shovel-ready combination and get some permits moving today. Their deposits are on Federal Land, so this should be a Trump dance waiting to happen. I can hear the band staring up as President Trump gets Lee Zeldin to sign the EPA approvals to get the mine moving in months, not years. The average time to open a mine is 20 years, and we will be tracking this one as it is mission-critical. 1. Nuclear Energy's Future Role in the U.S.The transcript emphasizes that nuclear energy is critical for powering emerging technologies like AI, data centers, and quantum computing. The U.S. currently operates around 94 nuclear reactors but will need approximately 180 more in the near future to meet growing power demands. 2. Eagle Nuclear Energy's Business ModelEagle Nuclear Energy is positioned as an integrated nuclear fuel supply chain company, focusing on: 3. Industry Challenges & OpportunitiesKey challenges include: 4. Financial & Strategic Positioning Check out Eagle Nuclear Energy Corp. (NYSE) NUCL https://eaglenuclear.com/ Also, a shout-out to our great Sponsors: A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report And check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/

We have a new website rolling out this week, and I am showing off the new template. We also have some huge stories. 1. Energy Supply DisruptionsThe transcript extensively covers critical disruptions to global energy supplies, particularly: 2. Geopolitical Energy Impacts3. Regional Energy Crises4. Energy Transition Strategies5. Sustainability & Environmental Concerns1.What are the potential timelines for energy disruptions from the Strait of Hormuz 2.Saudi Pipeline Hits 7 Million BPD Goal Bypassing the Strait of Hormuz 3.Chevron’s Wheatstone Gas and LNG Export Facility in Australia Shut Down Due to Storm Damage 4.US Removes China from El Guri Hydro Dam in Venezuela 5.California’s Oil and Gas Crisis: Expert Warns of Full Scope of the Potential Danger 6.US Oil Majors Leading the Way on Fiscal Responsibility 7.Countries Like Japan Are Removing Barriers to Ramp Up Coal Plants Amid Global LNG Crisis 8.Wind Energy is Not as Eco Friendly as They Say 9.Global Energy Domino is Separating Countries Into Those Who Survive Or Not A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/

This was a lot of fun with Ron as we covered his latest earnings reports from Liberty Energy, and the exciting direction for Liberty in the AI and Data Center space. In fact, as we were talking, I got the idea to have Ron on the podcast with Jon Brewton, CEO of Data2. We are starting a new series on AI in oil and gas companies, and we will keep you posted as we schedule this podcast. 1. Liberty Energy’s Business TransformationThe company is evolving beyond traditional oilfield services into power generation. A significant highlight is their 1 gigawatt power development agreement with Vantage Data Centers, which includes a 400 MW firm reservation for 2027. This shift represents a strategic diversification that offers more stable and predictable revenue streams compared to the volatile oil and gas sector. 2. Global Energy Security and ChallengesThe discussion emphasizes the critical importance of abundant, affordable, and reliable energy globally. The transcript addresses energy security challenges in regions like California, New Zealand, and Australia, highlighting how different energy sources—including coal—play a vital role in ensuring energy stability. North American energy supply and export potential are positioned as valuable assets in this context. 3. Philanthropic Impact Through the Bettering Human Lives FoundationLiberty Energy’s foundation is working to improve lives in Sub-Saharan Africa by transitioning households from cooking over open fires to using clean-burning LPG stoves. This initiative demonstrates the company’s commitment to connecting energy access with improved quality of life and economic well-being. 4. AI and Technology IntegrationThe company is actively deploying artificial intelligence across multiple business operations, including logistics, equipment maintenance, and hydraulic fracturing job execution. The focus is on achieving cost savings, improving efficiency, and extending equipment lifespan through technological innovation. Check out Liberty Energy https://libertyenergy.com/ Watch for Ron Gusek and Jon Brewton on a Future Podcast I have already sent the e-mail to Ron’s Team to help get the next podcast scheduled with Jon Brewton, Founder and CEO of Data2. This will be fantastic to help kick off our series on AI in the oil and gas marketplace. A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

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 IslandThe 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 EverythingKharg 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 DisruptionsThere’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 NarrativesThe 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. 4. Global Fertilizer and Agriculture CrisisThe 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. 5. California’s Energy VulnerabilitiesThe 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. 6. Additional Energy ConcernsBrief 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...

Representative Garret Graves stops by the Energy News Beat Podcast, and we have a great discussion about what goes on in Washington and why we need more leaders like Garret back in Washington. We cover the energy policies and great things going on in Louisiana, and even bring up the Save Act. Very timely, considering it may not pass even with a Republican-controlled Congress. Louisiana, District 6 114th-118th (2015-2025) 1. Energy Dominance & Louisiana's Strategic RoleCongressman Graves emphasizes Louisiana's position as a critical energy hub, highlighting the Haynesville Shale and offshore oil and gas production. He argues that Louisiana produces some of the world's cleanest energy and criticizes the Biden administration for shutting down these clean energy sources. The focus is on establishing U.S. energy independence and dominance. 2. Energy Affordability & Market PolicyA key concern is how energy policies affect consumer costs. Graves compares energy prices in Democrat-led versus Republican-led states, arguing that policies attempting to artificially manipulate energy markets drive up costs. He contends that higher energy prices benefit competitors like China and harm the broader economy. 3. Data Centers & Economic GrowthLouisiana is attracting major data center investments, including one of the world's largest facilities. Graves highlights how abundant, reliable, and affordable energy is crucial for attracting these high-value investments. He notes commitments from companies like Microsoft and OpenAI to protect ratepayers from adverse impacts. 4. Venezuela & Geopolitical StrategyThe discussion touches on Trump's approach to opening Venezuela for business development, allowing Venezuelans to benefit from their own resources. Graves criticizes previous policies that enriched cartels and emphasizes the need to counter China's growing influence in the Americas. 5. Federal Spending & Government EfficiencyGraves advocates for zero-based budgeting to review federal priorities and spending. He expresses concerns about mandatory spending programs lacking oversight and suggests using AI and data analytics to identify waste, fraud, and abuse in government. 6. Bipartisanship & Congressional PolarizationWhile respecting the democratic process, Graves criticizes excessive partisan infighting. He advocates for representatives prioritizing constituents and national interests over party politics and finding common ground. 7. Louisiana's Economic FutureThe congressman outlines a vision for leveraging Louisiana's strategic assets—its port system, river network, and competitive electricity rates—to attract investment and create employment opportunities. Thank you, Representative Graves, for stopping by, and we hope to see you in the future! Stu A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/. Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/

This is a massive supply collapse happening right in front of us, and it has global implications for disasters. With President Trump dropping the 48-hour smackdown warning to Iran, it brings up a lot of related problems and issues that I go through. Everything from timing, price increases, and why there is potential for the oil rubberband price snap-up. We have about 12 hours left in the 28 hours, but we are on Trump time, so we do not know when that may happen. If President Trump does take out the Iranian power plants, it will cause some huge problems that people are not talking about. If we take Kharg Island and implement the Venezuelan-style controls through the Bank of Qatar, we will see peace, but whether the Iranian RGC blows up things on the way out is a huge question. If we take out the Iranian grid, it may take out Iraq as they get 60% of their power from Iran. Between them, that is an estimated 5 million barrels of oil per day that may be delayed back onto the market. Now add into the other fields that have been hit, and my crayon of spare capacity is drawing a pretty thin line of supply once the 200 million barrels of oil on the water are used. That is about a 2.5-week supply in the market. 1. Global Supply Chain DisruptionsThe transcript addresses critical shortages affecting multiple sectors—diesel, water, and fertilizer markets—with particular emphasis on how these disruptions are impacting farmers and the broader agricultural sector. 2. Geopolitical Tensions in the Strait of HormuzA significant focus on escalating tensions involving President Trump's ultimatum to Iran, demanding full opening of the Strait of Hormuz within 48 hours, with threats to strike Iran's power plants. This represents a major geopolitical flashpoint. 3. Global Oil & Gas Market DisruptionsDiscussion of potential disruptions to crude oil supply from Iran and Iraq, with analysis of how these geopolitical events could affect global oil and gas prices and availability. 4. Divergence Between Paper and Physical Oil PricesThe transcript highlights an important market phenomenon—the gap between paper oil prices and physical crude prices in Asian markets—with concerns about potential significant price spikes. 5. LNG Market ImpactCoverage of Qatar Energy's force majeure declaration on LNG contracts and its ripple effects on the global LNG market, including opportunities for increased US LNG exports. 6. Regional Energy CrisesAnalysis of energy challenges in California and New York, including California's dependence on imported energy and New York's aggressive green policies and their negative economic impacts. 7. Alaska Oil & Gas DevelopmentDiscussion of recent bids and lease awards in the National Petroleum Reserve Alaska, with investment analysis. 8. Energy Sector Investment AnalysisReview and recommendations regarding various energy company stocks and investment opportunities. 1.Diesel, Water and Fertilizer Are on the Front Lines of the News: Global Supply Strains Trigger Fuel and Food Security Alarms 2.President Trump Throws Down On Iran – A 48-Hour Notice to Open the Strait or We Hit Your Power Plants 3.What is the impact difference to investors between paper oil prices and delivered cost? – Watch for the Ruberband Snap Up to Oil Prices 4.QatarEnergy Declares Force Majeure on LNG Contracts to Italy, Belgium, South Korea, and China: Shockwaves for Global Markets and a Major Boost for U.S. LNG Producers 5.After Qatar LNG Plant Strike More Buyers Look to US 6.California’s Energy Crisis about to get worse. Exporting Energy states and Countries are going to curtail exports 7.Gov Hochul Admits the Climate Law is Hammering New York’s Economy 8.National Petroleum Reserve–Alaska Has New Bids Opened Check out The Energy News Beat Substack: https://theenergynewsbeat.substack.com/ If you are looking for a data center spot, give them a call. A shout-out to our sponsor, Reese Energy Consulting:https://reeseenergyconsulting.com/

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 StabilizationThe 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 ConflictsA significant focus is on military actions affecting energy infrastructure: 3. Global LNG Supply DisruptionsThe 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 Transitions5. Domestic Oil ProductionCoverage of new oil and gas lease bids in Alaska's National Petroleum Reserve as a strategy to increase domestic oil production capacity. 6. Global Energy Market DynamicsOverarching 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/