The Energy Impacts with David Blackmon

Midterm Madness: Election Predictions and the State of American Politics

In this wide-ranging political discussion, three seasoned political analysts—David Blackmon, Larry Schweikart, and Charlie Garcia—break down the 2024 midterm elections just days before voters head to the polls. With early voting already underway across the country, the hosts challenge conventional polling wisdom, arguing that traditional surveys fail to account for three major demographic shifts: mass deportations, voter roll purges, and significant voter registration changes that could shift millions of votes toward Republicans. Beyond the numbers, they explore the deeper currents reshaping American politics—from the rising influence of Democratic Socialists threatening party moderates, to the fear-based nature of this election cycle, to emerging consumer backlash against subscription-based ownership models. Drawing on voter registration data, historical precedent, and on-the-ground observations, they offer detailed forecasts for key Senate and House races while examining how state-by-state dynamics, from Texas to Maine to Arizona, will determine control of Congress and set the stage for the next two years of American governance.

1. 2024 Election Predictions & Polling Analysis

The hosts extensively discuss why traditional polls are unreliable, focusing on three major factors that skew results: deportations removing ~1.5-2 million voters, voter roll purges eliminating 2-4 million names, and massive voter registration shifts favoring Republicans. Larry Schweikart argues polls fail to account for these demographic changes.

2. Senate Race Forecasting

Detailed analysis of key Senate races including:

• Maine (Susan Collins vs. Troy Jackson) - Collins historically outperforms polls by 6-10%
• Texas (Paxton vs. Talarico) - Discussion of unlikely voter crossover assumptions
• Michigan, Ohio, North Carolina, New Hampshire, Minnesota - Various competitive races with specific predictions
• Final prediction: Republicans hold Senate at 52-48

3. House Control & Narrow Margins

Discussion of the razor-thin Republican House majority (predicted 220 seats), with emphasis on how a few lost races could flip control to Democrats. Specific races highlighted include Arizona 6 and Ohio 7.

4. Voter Turnout Patterns

Analysis showing:

• Older voters (65+) turning out in record numbers
• Young women under 30 also showing strong turnout
• Mail-in ballot usage down compared to previous cycles
• Republicans voting by mail at higher rates than historically

5. California Politics & Policy

Discussion of California's wealth tax proposals, the state's massive Democratic registration advantage (4+ million), and why Republicans cannot win statewide despite any candidate's efforts. Also covers the failed high-speed rail project.

6. State-Specific Analysis

• Texas: Republican registration advantages, California migration patterns, university demographics
• Arizona: Voter registration trends, narrow margins in recent elections
• Nevada: Democratic early voting leads but Republican election-day strength
• Florida, Iowa, Kansas: Predicted safe Republican states

7. Democratic Party Direction & DSA Influence

Concerns about Democratic Socialist (DSA) influence in the party, with discussion of how their policies (wealth taxes, regulatory overreach) are driving voters away. Hosts argue Democrats have become "deadly" rather than just "lazy and incompetent."

8. Consumer & Economic Issues

• Subscription economy: Video games, streaming services, and vehicles moving to rental/subscription models rather than ownership
• Right to repair: Discussion of tractors and cars becoming impossible to fix without manufacturer involvement
• Economic growth: Mention of strong 3.5% GDP growth despite inflation concerns

9. Election Integrity & Voter Registration

Emphasis on voter registration as the most reliable metric (more than polls), with discussion of state-by-state registration advantages and the importance of voter roll purges removing ineligible voters.

10. Preparedness & National Security

Brief discussion of military bases needing 90-day power independence and recommendations for home emergency preparedness (water, food, power supplies).

In this episode of the Energy Newsbeat podcast, host Stu Turley sits down with David Blackmon (Forbes contributor and Energy Impacts podcast host) and Mike Umbro (energy innovator and founder of California for Energy and Science) to explore a groundbreaking solution to California's energy crisis. The conversation centers on Geologic Thermal Energy Storage (GeoTES)—a revolutionary technology that harnesses solar energy to heat oil reservoirs, enabling zero-emission, dispatchable power generation while simultaneously producing oil from existing fields. Against the backdrop of California's soaring electricity prices, refinery closures, and grid instability, the hosts examine how this innovative approach could reshape the state's energy landscape. They also delve into the regulatory obstacles, climate policy contradictions, and the broader implications of energy independence, revealing how domestic energy production—far from being incompatible with environmental goals—may be essential to achieving them.

Connect with Mike Umbro on his LinkedIn here: https://www.linkedin.com/in/mikeumbro/

Check out Californians for Energy & Science: https://www.energyandscience.com/

Connect with David Blackmon on his LinkedIn: https://www.linkedin.com/in/david-blackmon-2325189/

1. Geologic Thermal Energy Storage (GeoTES) Technology

The core focus of the discussion is Mike Umbro's innovative GeoTES project—a novel energy technology that uses solar arrays to heat water, which is then injected into oil reservoirs to create synthetic geothermal systems. This allows for zero-emission, dispatchable power generation while simultaneously producing oil from existing fields.

2. California's Energy Crisis

The hosts extensively discuss California's severe energy challenges:

• Electricity prices are among the highest in the nation (second only to Hawaii)
• The state imports 25-30% of its electricity and crude oil
• Recent grid instability caused spot prices to spike to $200-250 per megawatt hour
• Gasoline prices are inflated by state taxes and climate programs (adding ~$1.40 per gallon)

3. Refinery Closures and Their Impact

A critical issue highlighted is California's loss of refinery capacity:

• The state had 40+ refineries in the 1980s; now only 7 remain with 5 slated to close
• Each refinery closure adds approximately $2 per gallon to gas prices
• This forces reliance on floating storage (tanker ships) and imports, increasing emissions

4. Regulatory and Permitting Challenges

Mike discusses the 7-year permitting process in California:

• GeoTES wells are classified as oil and gas operations, not geothermal
• Obtaining aquifer exemptions and underground injection approvals has been extremely slow
• Contrast with Texas, where similar permits take weeks or months

5. Climate Policy Critique

The hosts critique California's climate programs:

• Cap-and-Invest and Low Carbon Fuel Standard programs generate billions but fund questionable projects (like the over-budget high-speed rail)
• These policies create "environmental leakage"—exporting emissions to other states while importing more expensive, dirtier power
• The programs don't achieve their environmental goals while burdening consumers

6. Jones Act Waivers and Energy Independence

Discussion of recent Jones Act waivers allowing foreign tankers to supply California:

• These waivers have prevented $10 gasoline prices
• More product has been shipped in recent months than the previous 20 years combined
• Highlights the importance of domestic energy production

7. Investment and Tax Incentives

Mike explains the financial structure:

• The project is self-funded with $4-5 million raised privately
• $6 million DOE grant through the Critical Minerals and Energy Innovation Office
• Tax incentives available through the Inflation Reduction Act, geothermal tax credits, and solar credits
• Potential for private investors through intangible drilling costs (IDCs)

8. Future Potential and Scalability

The broader implications of GeoTES:

• Could be applied across the U.S. wherever oil and gas drilling has occurred
• Massive potential in Texas, Louisiana, and the Gulf Coast
• Full field development could yield a 400-megawatt power plant
• Could generate $2 billion in infrastructure investment

9. Environmental Benefits and Contradictions

A key theme is the environmental paradox:

• California's policies shut down domestic oil production, forcing imports from less regulated regions
• The GeoTES project produces carbon-negative power while utilizing existing oil fields
• California's oil is already among the cleanest in the world by carbon intensity

Larry Schweikart is well known as a historian and author. You may recognize him from his books, news interviews, and reputation for being right. We can't trust the polls, so we need accurate sources.

In this wide-ranging political and energy analysis podcast, hosts David Blackmon and Stu Turley sit down with renowned political analyst and historian Larry Schweikart to discuss the critical issues shaping the 2026 midterm elections and beyond. With just 27 days until election day, Schweikart—who famously predicted Donald Trump's exact 312 electoral votes in 2024—breaks down Senate and House race projections, exposes the flaws in mainstream polling, and reveals four major factors that pollsters are missing.

The conversation extends beyond politics to tackle the intersection of energy policy and elections, examining how Democratic governance has driven electricity and fuel costs 38-42% higher in blue states.

The trio also explores emerging challenges including AI regulation, California's governance collapse, and speculation about the 2028 presidential race. Throughout the discussion, they emphasize a central theme: that voter registration data, not polls, tells the real story of where American politics is headed.

Here is Larry's special for his book: https://www.wildworldofhistory.com/offers/zrFLCguW/checkout

Here is Larry's Website:

https://www.wildworldofhistory.com/

1. 2026 Midterm Election Predictions & Analysis

Larry Schweikart provides detailed electoral forecasts, predicting Republicans will hold the Senate with 52-54 seats (potentially up to 56-57) and gain control of the House with around 220 seats. He discusses key races in states like Georgia, Michigan, Minnesota, and Texas, emphasizing that Republicans are in a stronger position than polls suggest.

I found the fact that there are so many illegal voters already removed from the country to be a huge potential win. But only if we show up and swarm the polling booths.

I will be upfront and say we have to overload the polls and vote to keep the House and Senate so that we can vote all RINOs out.

2. Polling Accuracy & Bias

The hosts extensively critique modern polling, arguing that mainstream polls are significantly biased against Republicans and undercount GOP voters by 7-10 points. They discuss four major factors skewing polls: deportations of Democratic voters, voter roll purges, voter registration changes, and the elimination of USAID’s influence on elections.

3. Energy Policy & Gasoline Prices

Stu Turley highlights the impact of Democratic energy policies on electricity and fuel costs, noting that energy prices are 38-42% higher in blue states versus red states. The discussion covers California’s refinery closures, pipeline issues, and the need for energy independence.

4. AI Development & Regulation

The hosts discuss AI’s rapid advancement and the need for Republican policy frameworks (similar to Newt Gingrich’s 1994 Contract with America) to regulate AI responsibly, particularly regarding data centers and their power consumption.

5. California’s Governance Crisis

They critique California’s government dysfunction, including slow permit processing, the failed high-speed rail project, and the state’s shift toward communist-style policies (such as car seat requirements for 16-year-olds and quartz countertop bans).

6. 2028 Presidential Election Speculation

Discussion of potential 2028 Democratic and Republican nominees, including JD Vance vs. Marco Rubio for Republicans, and speculation about Democratic candidates like Gavin Newsom, Kamala Harris, and AOC.

7. Voter Registration & Election Integrity

Analysis of voter registration trends, mail-in voting patterns, and the importance of voter roll purges in determining election outcomes, particularly in states like Florida and Georgia.

Vote Like Your Energy Bill Depends on It.

We have seen what is happening in Virginia, Massachusetts, and other states, and only 10 states have voter ID laws. As Isaac Orr said yesterday, there is a real cost difference between the Blue States and the Red States. At least today, I got the states right in the discussion.

The Jones Act: America's Self-Inflicted Economic Wound

In this episode of the Energy Newsbeat Podcast, hosts Stu Turley and David Blackmon sit down with Colin Grabow, Associate Director of the Cato Institute's Herbert A. Stiefel Center for Trade Policy Studies, to examine one of America's most counterintuitive and costly laws: the Jones Act. Enacted in 1920 as the Merchant Marine Act, this legislation requires all goods transported by water within U.S. borders to use American-flagged, American-built, and American-crewed vessels. What was intended as a national security measure has instead become an economic anchor, artificially inflating shipping costs and forcing states to import energy from overseas rather than from nearby domestic sources. With the Trump administration's recent suspension of the Jones Act, Grabow presents compelling data showing that in just six months, more energy has been shipped domestically than in any single year over the past 25 years—a real-world experiment that validates decades of economic arguments against the law. The conversation reveals a troubling paradox: while the U.S. claims the Jones Act protects national security, American ships are regularly sent to Chinese shipyards for repairs, and the law has shrunk the merchant marine fleet from 257 ships in 1980 to just 92 today. Through concrete examples ranging from California's refinery crisis to Puerto Rico's energy shortages, this episode exposes how protectionist policies meant to help American workers and shipyards have instead harmed consumers, reduced economic efficiency, and undermined the very security they claim to protect.

Check out the Cato Institute Jones Act Tracker:https://www.cato.org/jones-act-waiver-tracker#key-findings

Connect with Colin Grabow on LinkedIn: https://www.linkedin.com/in/colingrabow/

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

Check out The Energy News Beat Substack:https://theenergynewsbeat.substack.com/

1. The Jones Act: Definition & Overview

The podcast opens by explaining the Jones Act (Section 27 of the Merchant Marine Act of 1920), which requires that goods transported by water within the U.S. must use vessels that are U.S.-flagged, U.S.-built, at least 75% American-owned, and crewed by Americans. This foundational explanation sets up the entire discussion.

2. Impact of the Jones Act Waiver on Energy Supply

A major focus is the Trump administration's suspension of the Jones Act, which has dramatically increased domestic energy shipments:

• California's refinery crisis: With refineries shutting down, the waiver enabled tankers to transport crude oil from Gulf Coast refineries through the Panama Canal to California—preventing a major supply crisis
• Record-breaking shipments: In just 6 months, more crude oil, gasoline, and jet fuel were shipped than in any single year over the past 25 years
• Cost savings: The waiver has saved consumers millions by enabling efficient domestic shipping

3. Economic Inefficiency & Cost to Consumers

The hosts discuss how the Jones Act artificially inflates shipping costs:

• U.S.-built tankers cost $210-240 million vs. $52-53 million in Asia
• Operating costs for U.S. ships are $8.5 million more per year than foreign-flagged vessels
• This forces states like California and New England to import energy from overseas rather than from nearby U.S. sources

4. National Security Paradoxes

The conversation highlights contradictions in the national security argument:

• The U.S. exports LNG globally but can't ship it domestically to states like New York and Massachusetts
• Puerto Rico and Hawaii are forced to import energy from foreign sources despite U.S. production capacity
• U.S. military builds warships in allied countries (Turkey, Japan, South Korea, Finland), yet commercial ships must be U.S.-built
• American ships are regularly sent to Chinese shipyards for repairs and maintenance

5. Merchant Marine Fleet Decline

Colin Grabow presents data showing the Jones Act has failed to maintain a robust U.S. shipping fleet:

• The fleet has shrunk from 257 ships in 1980 to just 92 today
• U.S. shipyards produce only 2.6 ships per year on average vs. 40+ per year in South Korea
• The law hasn't created jobs—it's reduced them

6. Regional Energy Crises & Solutions

The waiver has addressed multiple regional energy shortages:

• California: 8+ million barrels of crude, 2.4 million barrels of diesel, 1.8 million barrels of jet fuel
• Puerto Rico: Record propane shipments (2.89 million barrels in 6 months vs. historical averages)
• New England: LNG and propane imports that were previously impossible
• Mid-Atlantic: 12 million barrels of crude shipped to refineries

7. Political & Lobbying Obstacles

The hosts discuss why the Jones Act persists despite its costs:

• Concentrated benefits vs. dispersed costs: Shipyard owners and operators lobby heavily to maintain the law, while consumers bear the costs
• Congressional gridlock: Previous reform efforts (2006-2007) failed despite support from the U.S. Chamber of Commerce and API
• State interests: Louisiana opposes changes due to port economy dependence

8. Hypocrisy & Contradictions

The podcast highlights the absurdity of current policy:

• Refineries in New York were buying Russian oil because it was cheaper than Texas oil due to Jones Act shipping costs
• The U.S. is the world's leading LNG exporter but can't ship it domestically
• Companies advocating for the Jones Act for "national security" send their ships to China for repairs

9. Potential Solutions & Reform

Colin Grabow proposes incremental reforms:

• Allow Americans to buy foreign-built ships (aligning with policy for airlines and trucking)
• Restrict to allied shipyards (NATO countries, Japan, South Korea)
• Implement a second registry (like Norway's international registry)
• Use direct subsidies instead of protectionism for national security needs

10. Data-Driven Evidence & Future Research

The Cato Institute's Jones Act Waiver Tracker provides concrete evidence:

• 241 voyages, 190 unique vessels, 65 million barrels shipped
• Plans to update 2018 and 2019 research papers on the Jones Act's economic and national security impacts
• The waiver serves as a real-world experiment validating free-market predictions

Overall Theme: The podcast argues that the Jones Act is a self-inflicted economic wound that harms consumers, reduces shipping efficiency, contradicts national security claims, and fails to maintain a competitive merchant marine—and that the current waiver proves reform is both necessary and beneficial.

At Energy News Beat, we Make Appendices Great Again.

Check out the World's Greatest Podcast Show Notes at https://energynewsbeat.co/ or https://energynewsbeat.com/, and the Energy News Beat Substack at: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

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Also entering Sponsor Rey Trevino, Pecos Operating https://pecos.energy/

Welcome to Rate Payers First, where we cut through the noise on America's energy crisis. Join host David Blackmon, Stu Turley, and Frm Representative Jason Isaac as we expose the policies destroying your wallet, threatening national security, and crippling American energy independence. From windfall profit taxes to grid failures to Chinese equipment in our power lines—we're asking the questions Washington won't answer. Because affordable, reliable energy isn't a luxury. It's the foundation of prosperity, security, and freedom.

This podcast is going out on both the Energy News Beat, and Energy Impacts Podcast and we highly recommend following Jason Isaac on his LinkedIn https://www.linkedin.com/in/jasonaisaac/, and also his website: https://americanenergyinstitute.com/

Also check out David Blackmon's Substack https://blackmon.substack.com/, and The Energy News Beat Substackhttps://theenergynewsbeat.substack.com/

1. Oil & Gas Pricing & Market Dynamics

The hosts debate President Trump's comments about oil companies "price gouging" on gasoline. They explain the "rocket and feather effect"—how prices spike quickly when supply concerns arise but take longer to fall. They note current gas prices are actually lower than during the Biden administration and lower than historical averages, despite public frustration.

2. Windfall Profit Tax Concerns

Discussion of proposed Democratic legislation (Ro Khanna and Bernie Sanders) to impose windfall profit taxes on oil companies. The guests argue this would ultimately harm consumers by raising costs and reducing investment, citing Texas as an example of how lower business taxes attract companies and economic growth.

3. Data Centers & Critical Digital Infrastructure

A major focus on the AI race against China and the importance of data centers. They contrast Governor Hokel's ban on data centers in New York with Governor Abbott's measured approach in Texas—a temporary halt to review environmental impacts. Key points include data centers' economic benefits (jobs, tax revenue, $1 billion to Texas education last year) and the need to protect water resources through responsible practices like desalination.

4. Energy Grid Reliability & Market Reform

Extensive discussion of Texas's grid challenges, including:

• Poor market design that doesn't reward reliability
• Over-reliance on intermittent wind and solar (53 GW added vs. only 3 GW of natural gas in 5 years)
• Rate payers bearing billions in costs to keep thermal plants on standby
• Launch of "Rate Payers First" coalition to advocate for consumer protection

5. Supply Chain & National Security Issues

Concerns about Chinese equipment in the U.S. electrical grid, including:

• Chinese-made solar components and battery storage systems
• Remote communication devices pinging back to China
• The incident at Camp Lejeune where a battery storage system was remotely restarted after being shut down
• Need to bring manufacturing back to the U.S. and allied nations

6. Wind & Solar Infrastructure Problems

Environmental and practical concerns about renewable energy installations:

• Wind turbine graveyards in Sweetwater, Texas with disposal challenges
• Oil leaking from turbine bases contaminating farmland
• Massive concrete foundations making land unsuitable for future farming
• Potential future "superfund sites" from damaged installations

7. LNG & Energy Exports

Celebration of U.S. LNG production and exports as "freedom fuel" helping allies globally. Discussion of how American LNG is more affordable than alternatives and helps lift people out of poverty worldwide. Mention of major investments like Amazon's 7-gigawatt natural gas facility.

8. Jones Act & Fuel Supply

The importance of suspending the Jones Act (Merchant Marine Act of 1920) to allow cheaper fuel transport to California, Hawaii, Alaska, and Puerto Rico. Discussion of how the antiquated law drives up energy costs in these regions and harms industries like pharmaceuticals in Puerto Rico.

9. California's Energy Crisis & National Security

California's closure of refineries (down to 7 from 40) creates vulnerability for military bases and national security. The state's opposition to increased oil production threatens fuel supply for strategic military installations.

10. Natural Gas Turbine Shortage

A critical supply chain issue: 5-year waiting list for gas turbines, with old power plants being dismantled to salvage parts, limiting new natural gas generation capacity despite demand.

The overarching theme is that affordable, reliable American energy is essential for economic prosperity, national security, and global stability—and that misguided policies (windfall taxes, renewable subsidies, Jones Act restrictions) undermine these goals.

When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.

From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.

Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or @petronerds633 on YouTube

This is also going out on David Blackmon's podcast, Energy Impacts.

Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/

1. U.S. Oil Production & Global Market Dominance

The hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.

2. Oil Market Resilience During Geopolitical Disruptions

Despite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.

3. Current Oil Pricing ($83/barrel WTI)

The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).

4. Refining Capacity Crisis

A critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.

5. Strategic Petroleum Reserve (SPR) & Exports

The hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.

6. China's Energy Strategy & Stockpiling

China has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).

7. Middle East Geopolitical Complexity

The discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.

8. Turkey, Pakistan & Regional Mediation

The hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.

9. Industry Communication & Leadership

The hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.

This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.

Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/

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

1. "Fueling America: 250 Years of Energy Innovation"

Tom Hall introduces the Institute for Energy Research's special project celebrating America's 250th anniversary by highlighting the nation's leadership in energy innovation. Key points include:

• The U.S. has historically led in energy innovation (Drake well, Henry Ford, Wright brothers, first LNG terminal)
• Energy innovation has been a driver of progress, democracy, freedom, and prosperity
• The project focuses on prominent figures and innovators in the energy sector throughout American history

2. Property Rights and American Energy Exceptionalism

A critical distinction is made about why the U.S. is uniquely positioned as an energy producer:

• American property owners own subsurface mineral rights, unlike most countries where governments own them
• This uniquely American system of property rights, combined with the rule of law and common law system, has been fundamental to energy progress
• This explains why the U.S. leads in shale production while other countries (Bulgaria, England, Germany) don't

3. Iran Crisis and Geopolitical Strategy

Extensive discussion of the current conflict with Iran, including:

• A 47-year struggle with a radical regime that finances terrorism through oil revenues
• The blockade strategy as a way to starve the government of revenue without ground war
• The importance of preventing Iran from controlling the Strait of Hormuz
• The need for regime change (civilian government replacing the mullahs) for lasting success
• How U.S. energy strength (shale revolution, LNG exports) enables this policy

4. Global Energy Market Realignment

The conversation explores how the geopolitical situation is reshaping global energy:

• OPEC is effectively dead as a controlling force
• The U.S. is now the "swing producer"
• Expected shifts in oil trade flows and relationships
• UAE's withdrawal from OPEC signals the organization's decline
• Potential strategic alliance between Saudi Arabia and Israel

5. Trump Administration's Energy Policy Impact

Discussion of how Trump's policies are reshaping energy regulation:

• Repeal of Chevron deference and the EPA's 2009 endangerment finding
• These repeals dismantle the legal foundations of Obama and Biden energy restrictions
• Trump is described as "American energy unleashed"
• Broader policy shifts including border control and NATO burden-sharing

6. Venezuela's Energy Recovery

Analysis of Venezuela's potential return as an oil producer:

• Venezuela previously produced 3+ million barrels per day before Maduro/Chavez
• ExxonMobil is now exploring re-entry into the market
• Recovery would supply Gulf refineries with heavy crude
• This would increase U.S. exports and reshape oil markets
• Benefits would extend to Venezuelan people through economic improvement

7. California's Energy Crisis

Discussion of California's self-inflicted energy problems:

• The state has transitioned from a major oil producer to being dependent on Middle East imports
• One-party rule has created policies that drove out oil companies (Chevron, Valero)
• Climate policies have merely exported emissions rather than reducing them globally
• Trump suspended the Jones Act to help alleviate the crisis
• The state serves as a cautionary tale of poor energy policy

8. Broader Geopolitical Realignment

Themes about shifting international relationships:

• The U.S. is becoming more naturally aligned with countries like India than France
• European countries are moving toward authoritarian socialism and proving unreliable allies
• The Trump administration is reshuffling long-standing international arrangements (NATO, embassy moves, etc.)
• Focus on Western Hemisphere security (the "Don Roe doctrine")

This podcast presents a comprehensive view of how energy policy, geopolitics, and innovation intersect to shape global affairs.

Follow David on his Substack https://blackmon.substack.com/

This will be a great episode of the Energy Impacts Podcast with David Blackmon and his guest, Dan Doyal, author and President of Relliance Well Services. Buckle up as David and Dan will be covering the hard truth in the oil and gas markets. Live on LinkedIn and YouTube.

1. Dan Doyle's Background in Oil & Gas

Dan shares his journey from college through various roles in the industry—starting with his father's well-drilling venture in the late 1970s, moving to Texas, experiencing the price crash of the 1980s, a brief detour into filmmaking, and eventually founding his own fracking company. This sets the context for his book "Of Roughnecks and Riches."

2. Media Misrepresentation of the Oil & Gas Industry

A significant portion of the conversation focuses on how the industry has been negatively portrayed in popular media—from shows like Dallas to documentaries like "Gasland" (funded by the Park Foundation). They discuss Josh Fox's discredited documentary that falsely portrayed methane issues and how this shaped public perception. They contrast this with the more balanced portrayal in the TV show "Yellowstone."

3. Environmental Policy & Political Ideology

The hosts discuss how hard-left environmental policies have created barriers to energy production, particularly in New York State, which has banned fracking despite the economic benefits seen in neighboring Pennsylvania. They critique how these policies disproportionately affect the poor and middle class through higher energy costs, while also preventing economic development.

4. New York vs. Wyoming Regulatory Environments

A key comparison emerges between New York's ideologically-driven restrictions on energy production versus Wyoming's practical, business-friendly regulatory approach. They discuss how New York's ban on Marcellus shale extraction has created economic disparity compared to Pennsylvania, while Wyoming actively supports responsible oil and gas development.

5. The Marcellus Pipeline Debate

They discuss the challenges of building a 150-mile pipeline to transport Marcellus gas to New England, which would reduce dependence on imported LNG from Russia and Algeria. New York's resistance to this project exemplifies the broader policy conflicts.

6. Financial Stress in the Oil Business

Dan elaborates on the extreme financial volatility in oil and gas—dealing with dramatic price fluctuations, lease expiration pressures, and the stress of maintaining financing. He shares personal stories about the emotional and family toll of operating in such an uncertain industry.

7. Aubrey McClendon & Industry Dynamics

They discuss the legendary wildcatter Aubrey McClendon, his aggressive leasing strategy during the Eagle Ford boom, and how gas price declines ultimately contributed to his downfall despite his vast acreage holdings.

8. Book Publishing Challenges

Dan discusses the modern book publishing industry—the volume-based approach, the need for authors to actively promote their own work, and how the business has changed significantly. They also discuss the shift toward audiobooks as a primary consumption method.

Check out the book on Amazon https://a.co/d/03oXx4IJ

Connect with Dan on X @DanDoyleOil

Check out the Energy Absurdities Substack at https://blackmon.substack.com/

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.

1. Potential U.S. Acquisition of Karg Island

The transcript discusses President Trump’s comments about Iran potentially handing the U.S. a “very big present” related to oil and gas. This appears to reference Karg Island, which is critical to Iran’s economy as it handles nearly 90% of Iran’s crude oil exports. The geopolitical implications of U.S. control over this strategic asset are explored.

President Donald Trump dropped a bombshell yesterday in the White House Oval Office: Iran just handed the United States a “very big present” worth a tremendous amount of money. It wasn’t nuclear-related, he stressed. It was “oil-and-gas-related” and tied directly to the flow through the Strait of Hormuz. Trump called it a “significant prize” that proves America is “dealing with the right people” in Tehran — and that Iran “wants to make a deal… very badly.”

The timing could not be more explosive. The Strait of Hormuz has been largely shuttered since the U.S.-Israeli campaign began on February 28, sending global oil prices soaring and choking off roughly 20% of the world’s traded crude. Yet Trump’s cryptic “gift” comment has energy markets buzzing with speculation: Did Washington just secure de facto control — or at least a major concession — over Iran’s crown jewel, Kharg Island?

Why Kharg Island Changes Everything

Kharg Island, a tiny coral outcrop 20 miles off Iran’s coast, handles nearly 90% of Iran’s crude exports — about 1.5–1.7 million barrels per day before the war. U.S. forces already struck military targets there earlier this month, but left the oil infrastructure largely intact. Trump has talked for decades about seizing it. Now, with Marines from the 31st MEU and additional amphibious assets en route, the island sits at the center of every war-gaming scenario.

2. Global Refinery Attacks and Disruptions

There’s extensive coverage of refinery attacks occurring worldwide, affecting fuel supply and production capacity. The discussion includes a country-by-country breakdown of impacts in major oil-producing nations like Saudi Arabia, Russia, and Australia, highlighting how these disruptions ripple through global energy markets.

3. Shifting Oil Price Narratives

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.

4. Global Fertilizer and Agriculture Crisis

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.

5. California’s Energy Vulnerabilities

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.

6. Additional Energy Concerns

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.

1. U.S. Energy Policy & Oil Price Stabilization

The transcript covers Energy Secretary Granholm's efforts to manage oil prices through various policy tools, including sanctions enforcement, strategic energy reserves, and regulatory waivers on Russian and Iranian oil imports.

2. Middle East Energy Infrastructure Conflicts

A significant focus is on military actions affecting energy infrastructure:

• Iran's South Pars Gas Field: Discussion of drone attacks by U.S. and Israeli forces targeting Iran's critical gas production facility
• Qatar's Pearl GTL Complex: Qatar's retaliatory strike on this LNG export facility, leading to force majeure declarations on LNG contracts

3. Global LNG Supply Disruptions

The disruption to Qatar's liquefied natural gas exports is presented as a major concern for global energy markets, with the U.S. unable to quickly fill the supply gap in the short term.

4. State-Level Energy Transitions

• Hawaii's LNG Initiative: Efforts to transition away from fuel oil for power generation by importing LNG from Japan
• California Offshore Production: Discussion of restarting offshore oil production and the challenges posed by refinery closures

5. Domestic Oil Production

Coverage 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 Dynamics

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/

This is a fun discussion with John Calce, Founder and Chairman of Element Fuels and America First Refining. This podcast is hosted by Stu Turley, Energy News Beat Host, and David Blackmon is the host of the Energy Impacts Podcast.

Don't kid yourself, with the geopolitical issues around the world right now, this story is HUGE. A new refinery in the United States was built to refine the light, sweet crude oil from the Permian Basin. This is a gigantic win for Energy Security.

As the title says, "Texas Gets A Refinery - Energy Security Starts at Home - Energy Dominance is displayed through your exports." John hit it out of the park while talking about how much planning and export capacity are being planned.

Thank you, John, for your efforts, hard work, and getting this across the finish line. We will be reporting on this all along the way to help keep the excitement up.

1. America First Refining's Brownsville Refinery Project

The central focus is John Kelsey's development of a major new oil refinery in Brownsville, Texas. Key aspects include:

• Background: Kelsey's extensive experience in upstream oil and gas, particularly during the shale oil boom
• The Problem: A critical mismatch between the light shale oil produced in the Permian Basin and existing U.S. refining infrastructure
• The Solution: Building a new refinery specifically designed to process light shale oil
• Timeline: A challenging 7-year permitting and approval process
• Partnership: Collaboration with Indian conglomerate Reliance for financing and operations
• Future Plans: Potential expansions into ammonia and fertilizer production

2. U.S. Energy Infrastructure & Market Dynamics

The discussion places the refinery project within the broader energy landscape:

• Declining refining capacity in the U.S., particularly on the West Coast
• The paradox of exporting light shale oil from Texas while importing refined products back into California
• The role of policy and government support in energy infrastructure development

3. Economic & Regional Development Impact

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 athttps://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://sandstoneassetmgmt.com/invest-in-oil-and-gas/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.

• Oil and natural gas prices:

• David and I discussed the recent spike in oil and diesel prices, with oil prices increasing by around 14-15% over two days. The hosts analyze the potential reasons and implications of these price increases.

• Geopolitical tensions in the Middle East:

• The discussion focuses on the Strait of Hormuz, a critical chokepoint for global oil and LNG trade, and the potential disruptions to shipping in the region due to tensions and conflicts.
• The transcript covers the involvement of various countries, such as Iran, Iraq, Saudi Arabia, and the UAE, in the regional dynamics and their potential impact on energy markets.

• Energy security and dependence:

• We discuss the concept of “energy security starts at home, but energy dominance starts at your exports,” highlighting the energy dependence of the European Union on Russian oil and gas.
• We also touch on the energy crisis in California and the challenges faced due to the shutdown of refineries and pipelines. And I am interviewing Ronald Stein on Monday to cover the latest crisis in California.

• U.S. foreign policy and geopolitics:

• The transcript delves into the Trump administration’s foreign policy actions, particularly in relation to Iran and Venezuela, and their potential impact on global energy markets and China’s influence.
• The hosts also discuss the shifting geopolitical alliances and the potential for Russia to improve its relationship with the United States.

• U.S. domestic politics and energy policy:

• The discussion touches on the upcoming elections in the U.S., particularly the Republican primary race in Texas, and the potential implications for energy policy and regulation.
• The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.

• Electricity pricing and grid resilience:

• The transcript delves into the issues surrounding the pricing of electricity, particularly the need to redefine the levelized cost of electricity for renewable energy sources to include the cost of storage and grid resilience.
•

Starmer to Trump: “You Have No Plan.” Trump Replies: “Have You Been Following Venezuela’s Story?”

At What Price Will the EU Open Russian Gas and Oil Pipelines?

The Price for Oil May Go Up If the Bypass Pipelines Are Hit, and If Ship Insurance Is Not Approved

How Long Can China Survive After Losing Venezuela and Iraq’s Discounted Oil Supplies?

California will be a national security risk for the entire country!

Qatar Halts LNG Production, and the European and Asia Markets Respond

Check out David's Substack athttps://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://sandstoneassetmgmt.com/invest-in-oil-and-gas/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/