The Unregulated Podcast

Links: Shutdown Now it gets real? https://www.wsj.com/business/airlines/u-s-to-reduce-flight-traffic-by-10-in-40-markets-due-to-shutdown-2ce4fc4f Source: WSJ Tariffs: Gorsuch https://x.com/Acyn/status/1986101846285668665 Jared Golden https://www.bangordailynews.com/2025/11/05/opinion/jared-golden-why-i-wont-seek-reelection-column/ Source: Bangor Daily News China: Drill, Baby, Drill https://www.bloomberg.com/news/articles/2025-11-04/china-s-470-billion-oil-and-gas-drive-powers-push-for-self-reliance?sref=DLVyDcXJ&embedded-checkout=true It’s a gas. And Oil. https://x.com/JKempEnergy/status/1985751475767967853 Source: John Kemp

Links: Biden’s Millions Clip: Oversight Committee https://x.com/GOPoversight/status/1983570246335074764 https://www.washingtonpost.com/politics/2025/10/28/mike-donilon-biden-bonus/ Source: Washington Post Bill Gates Channels his inner Judith Curry https://www.independent.co.uk/bulletin/news/bill-gates-climate-change-memo-ai-b2854487.html Source: Independent UK Gates Memo: https://www.gatesnotes.com/three-tough-truths-about-climate Climate Change Makes Running Marathons Even Harder https://abcnews.go.com/US/climate-change-threatens-make-running-marathons-harder-research/story?id=126914143 Source: ABC News

Links: Chip Roy wants to Nuke the Filibuster for CRs? https://thehill.com/homenews/5563484-senate-filibuster-republican-debate/?ref=broadbandbreakfast.com Trump in Inheriting this War https://www.reuters.com/world/europe/trump-sanctions-russian-oil-majors-prompting-oil-price-rise-india-jitters-2025-10-23/ Source: Reuters https://www.wsj.com/politics/national-security/u-s-lifts-key-restriction-on-ukraines-use-of-western-long-range-missiles-5a15c12d Source: WSJ Who needs “Permitting Reform”: The Ball Room https://www.eenews.net/articles/white-house-demolition-sends-shock-waves-spurs-calls-for-pause/ Source: E&E Lindzen and Happer on Rogan https://youtu.be/Zt32chvO_iY?si=6YJp5XywIrHxu9ab David Bookbinder Says the Quiet Part Out Loud Attorney-involved-with-boulder-climate-case-admits-suit-is-a-backdoor-carbon-tax-as-scotus-considers-appeal Source: EID Tweet of the Week: Tie https://x.com/TheBabylonBee/status/1981073137086177498 https://x.com/TheBabylonBee/status/1981073137086177498

On this episode of The Unregulated Podcast Tom Pyle and Mike McKenna discuss the ongoing government shutdown and how the upcoming elections in Virginia will unfold. Plus, Anthony Huston, CEO of Graphite One, joins the show for a discussion on the future of North American graphite production. Links: Alaska Native corps invest in Graphite One: https://www.miningnewsnorth.com/story/2025/10/10/news/alaska-native-corps-invest-in-graphite-one/9298.html Jay Jones' Rage : https://www.youtube.com/watch?v=NBDgemkWiF4 Clip: Fetterman Making the Case for the Republicans: https://x.com/RNCResearch/status/1978654275392741722 So Much for Peace in the Middle East: https://www.foxnews.com/world/trump-issues-dire-warning-hamas-dont-disarm-we-disarm-them China Rare Earths: https://www.bloomberg.com/news/articles/2025-10-14/china-flexes-superpower-status-with-grab-for-global-supply-chain?embedded-checkout=true Drill More, Emit Less: https://www.energylivenews.com/2025/10/10/us-is-drilling-more-oil-with-fewer-emissions/ Climate Tipping Point: https://thehill.com/policy/energy-environment/5553040-irreversible-climate-harms-warning/?email=ebc2f06a7ff85ddb8312c159ae74a0309d4b1ffd&emaila=76afe2afa715ddeb0bda14174a2608e3&emailb=e65a42d9e87113ea327ad990aedd346e7d3bc9d0c6913e29a724c034dc35938f&utm_source=Sailthru&utm_medium=email&utm_campaign=10.13.25%20kw%20energy Tweet of the Week: https://x.com/adamcarolla/status/1977806258641252827

#248: Cease Fire (10/14/25) Links: Shutdown: Day 10, No End in Sight https://www.usatoday.com/story/news/politics/2025/10/10/federal-government-shutdown-day-10-trump-live-updates/86551198007/ Source: USA Today Senate Rejects Amendment to Stop Boat Strikes without Authorization… https://www.cbsnews.com/news/senate-war-powers-trump-venezuela-boat-strikes/ Source: CBS News Princeton Resumes Standardized Testing https://www.dailyprincetonian.com/article/2025/10/princeton-news-sat-act-standardized-test-optional-required-admissions Source: Daily Princetonian The Climate Movement is Circling the Drain https://www.liberalpatriot.com/p/the-climate-movement-is-circling?utm_source=substack&publication_id=239058&post_id=175657256&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=true&r=2sdhe&triedRedirect=true Source: The Liberal Patriot Total Recall https://www.reuters.com/sustainability/boards-policy-regulation/totalenergies-siemens-urge-eu-abolish-climate-law-letter-shows-2025-10-09/ Source: Reuters Nestlé wants out of the cow fart monitoring business. https://www.reuters.com/sustainability/climate-energy/nestle-quits-global-alliance-reducing-dairy-methane-emissions-2025-10-08/ Source: Reuters Global Carbon Tax? https://www.bgov.com/news/SUT4TRT1UM0W Source: Bloomberg Tweet of the Week: JD Vance https://x.com/JDVance/status/1976627115442471213

#247: What Took Them So Long? (10/6/25) NJ Polling https://data.ddhq.io/polls/2025/10/03/John%20Zogby%20Strategies-New%20Jersey Source: Zogby DOE Cancels $8B in Green Giveaways https://www.utilitydive.com/news/doe-cancel-clean-energy-awards/801764/#:~:text=President%20Donald%20Trump%20signs%20a,have%20already%20begun%20that%20process.%E2%80%9D Tesla: Keep CAFE https://www.reuters.com/sustainability/climate-energy/tesla-urges-trump-not-repeal-vehicle-emissions-rules-climate-finding-2025-09-25/ Source: Reuters PJM/State Frameworks https://www.utilitydive.com/news/state-frameworks-critical-to-addressing-consumer-affordability/801784/ Source: Utility Dive Beyond Boris: Conservatives Want to Scrap the Climate Change Act https://www.bloomberg.com/news/articles/2025-10-01/uk-conservative-party-vows-to-scrap-the-climate-change-act Source: Bloomberg BP: Offshore Project https://oilprice.com/Energy/Crude-Oil/BP-Approves-5B-Offshore-Project-in-Gulf-of-Mexico.html Source: Oil Price Media All Time Low https://news.gallup.com/poll/695762/trust-media-new-low.aspx Source: Gallup

On this episode of The Unregulated Podcast Tom Pyle and Mike McKenna discuss the probability of a government shutdown and what it would mean for the Trump agenda, energy producers, and America at large. Plus we get playoff predictions for the MLB postseason. Links: Government shutdown: https://www.politico.com/news/2025/09/24/white-house-firings-shutdown-00579909 DOGE: https://www.msn.com/en-us/news/us/trump-administration-rehires-hundreds-of-federal-employees-laid-off-by-doge/ar-AA1NaoiT Soros: https://www.nytimes.com/2025/09/25/us/politics/justice-trump-george-soros-foundation.html Humphries Gets its Day in Court: https://www.wsj.com/opinion/supreme-court-humphreys-executor-ftc-rebecca-kelly-slaughter-independent-agencies-donald-trump-a7d8ce1d?mod=hp_opin_pos_1 New Jersey Mikie Sherril - $7 Million from Stock Trades: https://x.com/SteveGuest/status/1971277967218323565 What powered the world in 2024: https://elements.visualcapitalist.com/what-powered-the-world-in-2024/?utm_source=VC+Elements&utm_campaign=c2aea91cbe-VCE_Email_SEP_23_2025&utm_medium=email&utm_term=0_f3fdb4328c-c2aea91cbe-46162253&mc_cid=c2aea91cbe&mc_eid=19216d3212 Trump Digs Coal: https://www.bloomberg.com/news/articles/2025-09-24/us-plans-to-use-emergency-powers-to-stop-more-coal-closures China Climate More Words: https://www.wsj.com/world/chinas-xi-takes-veiled-swipe-at-trump-announces-climate-plan-d68a0c2f Permitting Reform California Style: https://www.bloomberg.com/news/features/2025-09-25/la-wildfire-rebuilding-effort-strained-by-permits-high-costs?srnd=homepage-americas Tweet of the week: https://x.com/JesseBWatters/status/1971379388177645819

This week on The Unregulated Podcast Tom Pyle and Mike McKenna discuss the looming government shut down, rate hikes around the country, what is causing them, and more. Links: Congress Doesn’t Work: https://justthenews.com/government/federal-agencies/deficit-slightly-higher-through-august-same-time-last-year-monthly Nuclear Nominees: https://thehill.com/homenews/senate/5507819-senate-republicans-trump-nominees-vote/ Obama on Charlie Kirk: https://x.com/CollinRugg/status/1968380656603496738 Meanwhile: FBI targeted 100 GOP Groups: https://nypost.com/2025/09/16/us-news/fbi-arctic-frost-probe-targeted-nearly-100-gop-groups-including-charlie-kirks-tpusa-docs/ Kimmel Canceled?: https://x.com/bennyjohnson/status/1968464339515417001 WoodMac Bullish on Wind and Solar Despite Loss of Subsidies: https://www.woodmac.com/blogs/energy-pulse/power-demand-supports-investment-us-renewables/ UK: Even the Socialists Have Moved On: https://substack.com/home/post/p-173852829 North Dakota: https://www.inforum.com/news/north-dakota/xcel-energy-proposes-19-electricity-rate-hike-in-north-dakota-biggest-request-in-many-years LA: https://www.latimes.com/environment/story/2025-09-15/la-fi-edison-rate-hikes Maine: https://www.wmtw.com/article/maine-governor-opposes-cmp-request-to-hike-rates/66128366 Tweet of the Week: https://x.com/AutismCapital/status/1968478202499834156

On this episode of The Unregulated Podcast Tom Pyle and Mike McKenna pay tribute to Charlie Kirk. Links: Speaker Backs Offshore Wind Project in Break with Trump: https://www.eenews.net/articles/johnson-backs-virginia-wind-project-in-break-with-trump-3/ Japan Sweetens Offshore Wind: https://www.reuters.com/sustainability/climate-energy/japan-proposes-10-year-extension-offshore-wind-farm-leases-ease-cost-pressures-2025-08-26/ No RICO for Puerto Rico: https://www.reuters.com/legal/government/exxon-other-oil-companies-defeat-climate-lawsuit-by-puerto-rican-towns-2025-09-12/ EU Says Gas and Nucs are Clean: https://www.bloomberg.com/news/articles/2025-09-10/eu-s-green-finance-label-for-nuclear-gas-is-allowed-court-says Governor Gavin Wants to Subsidize Refineries… https://beniciaindependent.com/california-in-talks-to-pay-hundreds-of-millions-to-valero-to-stave-off-refinery-shutdown/ More Importantly I’m a Soul: https://x.com/heckyessica/status/1965941475390419358

On this episode of The Unregulated Podcast Tom Pyle and Mike McKenna discuss the first 200 executive orders of the Trump administration, where the polling is showing how elections will go this fall, and more stories out of Washington. Links: Poll: It’s the Cost of Living, Stupid: https://www.patrickruffini.com/p/its-the-cost-of-living-stupid?utm_campaign=post&utm_medium=web Nadler Retiring: https://nypost.com/2025/09/01/us-news/rep-jerrold-nadler-78-will-not-seek-re-election-as-longtime-ny-democrat-stresses-need-for-generational-change-after-watching-biden/ Trump Had Kind Words for the Congressman: https://x.com/RapidResponse47/status/1963926531748606446 200th Executive Order: https://www.washingtontimes.com/news/2025/sep/5/trump-issuing-200th-executive-order-setting-unprecedented-pace-modern/ “Department of War”: https://apnews.com/article/donald-trump-hegseth-department-of-war-pentagon-067d89413670394c4d2149519dcb09c3 What’s in a name? Mexico is “stimulating complex geological deposits”: https://www.bloomberg.com/news/articles/2025-09-04/mexico-s-sheinbaum-considers-more-fracking-to-boost-pemex ‘Inside Trump’s Unorthodox Climate Attacks in Courts Nationwide: https://www.nytimes.com/2025/09/04/climate/lawsuits-superfund-trump-justice-climate.html Google Memory Holes Net-Zero Pledge on Website: https://www.nationalobserver.com/2025/09/04/investigations/google-net-zero-sustainability Court Blocks Gold Gold Bars: https://thehill.com/newsletters/energy-environment/5482639-appeals-court-sides-with-epa-over-gold-bars/ Shell Shelves SAF Plant: https://www.ogj.com/energy-transition/news/55314342/shell-scraps-rotterdam-biofuels-project-after-review ABC, LND You and Me: https://oilprice.com/Energy/Energy-General/US-Breaks-LNG-Export-Record-in-August.html Mitsubishi Double Down on Gas Turbines: https://www.bloomberg.com/news/articles/2025-08-31/mitsubishi-heavy-to-double-gas-turbine-capacity-as-demand-soars Big Rigs Sue Themselves and Win… https://thehill.com/policy/energy-environment/5450798-california-truck-emissions-ftc/?email=467cb6399cb7df64551775e431052b43a775c749&emaila=12a6d4d069cd56cfddaa391c24eb7042&emailb=054528e7403871c79f668e49dd3c44b1ec00c7f611bf9388f76bb2324d6ca5f3&utm_source=Sailthru&utm_medium=email&utm_campaign=08.13.25%20%E2%80%94%20Energy%20%26%20Environment%20--%20RF Irrational Discounts: https://electrek.co/2025/09/02/gm-warns-irrational-discounts-evs-ending/

On this episode of The Unregulated Podcast Tom Pyle and Mike McKenna cover emerging stories from the Washington, and are joined professor Samuele Furfari, a chemical engineer with a PhD from the ULB, and a Senior official at DG Energy at the Commission for a discussion on European energy policy. Links: Ernst is Out: https://www.nbcnews.com/politics/2026-election/republican-sen-joni-ernst-wont-seek-re-election-iowa-2026-rcna228053 Mark Teixeira Running for Congress: https://nypost.com/2025/08/28/us-news/former-yankees-world-series-winner-mark-teixeira-announces-run-for-congress-in-texas/ Two State Solution: https://www.politico.com/news/2025/08/26/california-republican-leader-calls-for-a-two-state-solution-amid-redistricting-battle-00527902 Chicago: 5000 More Police Officers: https://x.com/VivekGRamaswamy/status/1960519162368835722 Third Way: Banned Words: https://www.thirdway.org/memo/was-it-something-i-said Climate Alliance suspends activities: https://www.bloomberg.com/news/articles/2025-08-27/climate-alliance-suspends-activities-after-global-banks-walk-out Phillips 66 is winding down in LA: https://www.msn.com/en-us/money/companies/phillips-66-to-begin-winding-down-los-angeles-area-refinery-next-week-sources-say/ar-AA1Lq0eO?ocid=BingNewsVerp Mitsubishi Exits Offshore Wind in Japan: https://www.bloomberg.com/news/articles/2025-08-27/mitsubishi-withdraws-from-three-offshore-wind-projects-in-japan?srnd=phx-green Exxon versus the EU: https://archive.ph/RwtjJ Tweet of the Week: https://x.com/tomroussey7news/status/1961116070963466312

The Unregulated Podcast is back after a two week hiatus.

#240: After the Wine Kicks In (8/4/25) Links: Jobs, Jobs, Jobs, Jobs. Let’s vote for Jobs. https://www.c-span.org/clip/us-house-of-representatives/user-clip-jobs-jobs-jobs-jobs-lets-vote-for-jobs/5011112 https://www.cnbc.com/2025/08/01/jobs-report-july-2025.html Source: CNBC Fed Governor Resigning https://www.cnbc.com/2025/08/01/federal-reserve-governor-kugler-part-of-the-committee-that-sets-interest-rates-is-resigning.html Source: CNBC Breaking News: Kamala not running for Governor https://abcnews.go.com/Politics/kamala-harris-run-governor-california/story?id=124217142 Source: ABC News Bye, Bye, CPB https://apnews.com/article/public-broadcasting-defunding-pbs-npr-94708ffb8313d4811fa6ca199fe454ad Source: AP Strassel: The Rise of the Climate Right https://www.wsj.com/opinion/the-rise-of-the-climate-right-energy-global-warming-politics-environment-caf49f13 Source: WSJ Save Our Cars https://www.dailysignal.com/2025/07/31/making-automobiles-great-again/ Source: Daily Signal Climate non-profits https://www.bloomberg.com/news/features/2025-07-28/trump-s-billions-in-climate-cuts-have-nonprofits-scrambling-to-survive Source: Bloomberg Liquid Gold in the Golden State https://www.foxnews.com/politics/californias-top-republican-rips-dems-blocking-oil-goldmine-after-new-trump-project-rebuffs-schiff Source: Fox News New Zealand is Back in the Game https://www.reuters.com/sustainability/climate-energy/new-zealand-ends-ardern-era-ban-oil-gas-exploration-2025-07-31/ Source: Reuters Record Oil Production https://www.bloomberg.com/news/articles/2025-08-01/exxon-beats-earnings-estimates-as-oil-output-cushions-price-drop Source: Bloomberg Poland never abandoned coal. https://www.dailysignal.com/2025/07/29/poland-reaps-fruits-of-climate-realism/ Source: Daily Signal Unrealistic? Kind of Like Net Zero https://www.reuters.com/sustainability/boards-policy-regulation/eus-250-billion-per-year-spending-us-energy-is-unrealistic-2025-07-28/ Source: Reuters

#239: Disoriented and Impressed (7/28/25) Links: The Fed Site Visit Clip: Trump: $3.1 Billion https://x.com/maddenifico/status/1948477349072097316 Electricity Demand Growth: 2.5% annually through 2035 https://www.utilitydive.com/news/us-electricity-demand-to-grow-25-annually-thru-2035-bofa-institute/753911/ Source: Utility Dive Turns out Subsidies, Not the Sun, Fuel Solar Growth. https://www.reuters.com/sustainability/climate-energy/eu-solar-energy-rollout-slows-first-time-decade-subsidies-cut-2025-07-24/ Source: Reuters E2 Laments Project Cancellations https://e2.org/releases/june-25-clean-economy-works/ Less than 400 EV charging ports https://www.reuters.com/sustainability/climate-energy/less-than-400-ev-charging-ports-built-under-75-billion-us-infrastructure-program-2025-07-22/ Source: Reuters Back to Petroleum https://www.theguardian.com/business/2025/jul/18/bp-agrees-to-sell-us-onshore-wind-business-oil Source: The Guardian AI Should Run on 100% Renewable Power https://www.bloomberg.com/news/articles/2025-07-22/big-tech-must-make-ai-sustainable-by-2030-un-chief-says?taid=687f8dc1495a6a00015fec6b&utm_campaign=trueanthem&utm_content=climate&utm_medium=social&utm_source=twitter Source: Bloomberg California San Francisco Bans RV parking for homeless https://www.washingtonpost.com/national/2025/07/22/san-francisco-homeless-rv-ban-parking/8a5d6fc6-66b1-11f0-ac4f-195fdb8ee9a8_story.html Source: WaPo

#238: The Circus (7/18/25) Links: Cuomo Independent Bid https://www.nytimes.com/2025/07/15/nyregion/andrew-cuomo-mayor-campaign.html Source: NY Times Hakeem https://x.com/WesternLensman/status/1944933229276094960 Recissions, Recissions… https://thehill.com/homenews/senate/5402834-senate-gop-passage-spending-cuts/ Source: The Hill Google: Repowering Hydro https://finance.yahoo.com/news/google-inks-3-billion-us-103205793.html IEA: Shape Up or We’re Shipping Out https://www.bloomberg.com/news/articles/2025-07-15/us-threatens-to-abandon-iea-over-green-leaning-energy-forecasts Source: Bloomberg A “Smart” Strategy for EU EV investment from China https://www.bruegel.org/policy-brief/smart-european-strategy-electric-vehicle-investment-china Source: Bruegel Trump: Have a Mexican Coke and a Smile… https://www.newsweek.com/coca-cola-responds-donald-trump-cane-sugar-2100060 Source: Newsweek Shane Gillis - ESPYS: https://x.com/PilkGolf/status/1945691168668598671

#237: Christmas in July (7/13/25) by American Energy Alliance

#236: I'll Handle the Finances (7/1/25) Links: Interview: Shattered Green Dreams: The Environmental Costs of Wind and Solar https://files.americanexperiment.org/wp-content/uploads/2025/06/Shattered-Green-Dreams.pdf?v=1750106281&_gl=1*8ehzht*_gcl_au*MTMwNDE3MjQyMC4xNzUwNDMwMzY2 There was a global climate conference? https://subscriber.politicopro.com/article/2025/06/american-absence-at-climate-talks-met-with-regret-and-relief-00428111 Source: Politico Tweet of the Week https://x.com/AdamSchefter/status/1939994037160693765

#235: Paling Around with Centrists (6/27/25) Links: What’s happening with Oil Prices? https://x.com/KevRGordon/status/1937118448435466526 Murkowski: Switch? https://thehill.com/homenews/senate/5366218-murkowski-considering-senate-switch/ Source: The Hill Socialist for Mayor https://www.nytimes.com/2025/06/25/nyregion/cuomo-mamdani-mayor-primary-nyc.html?unlocked_article_code=1.Rk8.BIdr.KtGQRbK9snyA&smid=url-share Source: NY Times BBB Polls: Unpopular https://www.nbcnews.com/politics/congress/polls-trump-bill-unpopular-republicans-stare-deadline-passage-rcna213724 Source: NBC News Fueling the Conversation: https://www.instituteforenergyresearch.org/renewable/sunnova-goes-bankrupt-after-receiving-billions-in-green-giveaways/

#234: Two Weeks Notice (6/21/25) Links: Two Week Notice https://www.thetimes.com/us/american-politics/article/trump-exit-ramp-from-war-iran-news-t83c72r2l Source: The Times UK SCOTUS Gives Standing https://thehill.com/regulation/court-battles/5360759-supreme-court-california-emissions/ Source: The Hill Solar Stocks Plummet https://www.nbcsandiego.com/news/business/money-report/solar-stocks-plummet-as-senate-version-of-trumps-tax-bill-cuts-renewable-energy-incentives/3849725/ Source: NBC San Diego We’ve Lost the Culture War on Climate https://www.politico.com/news/2025/06/11/trump-biden-obama-climate-regulations-legacy-00395857 Source: Politico Meet the Anti-Greta https://nypost.com/2025/05/31/us-news/meet-the-anti-greta-thunberg-weather-nerd-debunking-climate-myths-and-skewering-the-extremist-elder-statesmen/ Source: NY Post California High Speed Rail Deserves to Be Cancelled https://www.bloomberg.com/opinion/articles/2025-06-15/california-s-high-speed-rail-project-deserves-to-be-canceled?embedded-checkout=true Source: Bloomberg The Pain in Spain… https://www.bloomberg.com/news/articles/2025-06-19/spain-heat-wave-tests-power-grid-s-post-blackout-pivot-to-gas Guess the Most Tax Friendly State https://www.dailymail.co.uk/yourmoney/article-14830509/most-tax-friendly-state-america-ultra-wealthy-living.html Source: Daily Mail

#233: Containment Dome (6/16/25) Links: Big Beautiful Bill Now they are asking for something at least… https://www.politico.com/live-updates/2025/06/06/congress/house-republicans-push-on-green-credits-00392290 Source: Politico WAPO Editorial Dumps on Musk for EV credits. https://www.washingtonpost.com/opinions/2025/06/08/musk-trump-tesla-regulatory-credits/ Rescission passes House: https://www.washingtonexaminer.com/news/house/3439491/house-vote-rescissions-package-funding-cuts/ Will Coal make a comeback? https://www.eenews.net/articles/ais-energy-demand-ratchets-up-pressure-on-republicans/ Powerplant rule: https://www.politico.com/news/2025/06/11/trumps-epa-to-revoke-bidens-climate-rule-on-power-plants-00394336 Secretary Jenny: If only we messaged better… https://www.eenews.net/articles/granholm-dems-must-do-a-better-job-selling-clean-energy/ Tweet of the week: https://x.com/jbarro/status/1932452929920782412