Daily Energy Standup Episode #191 – From Geothermal Dawn to Gas Glut: Power Shifts and Blackout ...
From Geothermal Dawn to Gas Glut: Power Shifts and Blackout Risks Unveiled
Highlights of the Podcast
00:00 - Intro
03:00 - ADNOC Geothermal Era Begins in the Gulf region
06:48 - Russia's Pipeline and Gas Exports to Europe Pick up
10:21 - Europe's net gas storage is 90% full. It still may not be enough and at what cost?
11:57 - 2003 Northeast Blackout and how today's blackouts differ
17:29 - Market Updates
17:37 - Oil rises as dollar eases, China seeks to soothe economic woes
20:10 - Outro
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
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Doomberg - Substack author where energy and finance meet. Not just a pretty green chicken!
Doomberg puts a new definition to Green Chicken in the coal mine. Substack author where energy and finance meet.
This was one of my favorite podcast guests! Doomberg around my house is a legend. My wife is tired of "Doomberg said this or Doomberg said that.' And when I told her we had an interview scheduled she said either "I move out or you go to the lake house."
Well, I sure am going to miss her, as I went to the lake house.
Doomberg's success is from several places where you can't only have good luck. Their attitude towards life is the differentiator of their success and industry thought leader. Doomberg described their business model, success and the key ingredient is the intrinsic value of one's self.
As we talked, hearing fantastic information about the energy markets was phenomenal. But their choices to have fun, be successful, and impact the world without compromising to other people's demands are admirable and rare.
Subscribe to Doomberg for the energy knowledge and stay for the fun. The writing style and detail is just one example of how being happy is more important than success. I learned that Doomberg was able to mix success with happiness.
Thank you Mr. Doomberg for stopping by the podcast! I had an absolute blast, and hope you can fly by again. - Stu
https://doomberg.substack.com/
Highlights of the Podcast
00:00 - Intro
01:28 - Tell us about how Doomberg got started and where you are right now
03:32 - Do you work remote?
04:43 - It's okay to have your eggs in one basket as long as you control what happens to that basket Elon Musk. And then we start jumping right on into China was here. Would you have an opinion on this?
07:02 - We decided to do a deep dive on First Solar because of the following reason
09:04 - So we wrote a piece a while ago called No Assembly Required
11:03 - Wall Street Journal and everything was saying that China, they're worried about China's economy this morning
12:59 - You were talking about warehouses and how the activists are going to start going after the Warehousing. How is that going to affect the supply chain?
15:38 - We are more than happy with the relative demise of the US media in the narrow sense that it has provided us with the economic opportunity to create an amazing living
19:30 - We actually just left Twitter for a variety of reasons, which we described in a piece that we wrote called Notes on Access.
21:14 - And again, in full disclosure, we did participate in Substack author led Equity Round we are partial owners of Substack
21:39 - How is notes doing in Substack?
23:03 - I did an interview with the co-founder of Substack he hasn't publish it yet
24:11 - What's coming around the corner for Doomberg?
26:24 - When you sit back and and kind of go with their China, the climate topics interact with energy so well. What are you seeing there?
28:49 - If you do live events, are you the guy that's going to have to be in a chicken soup?
30:28 - Outro
#energy #geopolitics @substackinc #renewableenergy #oil #finance #energytransition
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Daily Energy Standup Episode #193 - Nuclear's Promise and Renewables' Puzzle: Navigating the.....
Nuclear's Promise and Renewables' Puzzle: Navigating the Energy Divide for a Greener Tomorrow
Highlights of the Podcast
00:00 - Intro
02:42 - Is Nuclear Energy the Answers to a Sustainable Future? Experts are divided
06:14 - At its current pace U.S. will Eliminate Fossil Fuels in 170 years
08:48 - White House on Alert Over Rising Fuel Prices
13:15 - Renewable Energy has a brutal problem and no one that knows how to solve it
15:59 - Critics question how climate-friendly an Appalachian ‘blue’ hydrogen hub will be
19:14 - Market Updates
21:50 - Outro
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
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13
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Daily Energy Standup Episode #190 - Weekly Recap: Global Economic Tremors: Inflation's Impact on...
Global Economic Tremors: Inflation's Impact on Energy Markets, BRICS Strategies, and Environmental Concerns
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Highlights of the Podcast
00:00 - Intro
01:26 - A Global Inflationary Depression Is Very Possible, but what does this do to the Energy and Oil markets?
06:43 - 30 foot humpback whale found dead on Fire Island at least the 18th doomed humpback discovered in the East Coast this year.
10:34 - What are the BRICS Planning with August 2nd Durban Accords?
13:20 - Asian Wind Power Development isn't starting fast enough
16:15 - One Year Later, the Inflation Reduction Act implementation Remains a Mess
20:19 - Outro
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
ENB: https://energynewsbeat.co/
Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
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26
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Ronald Stein - A tough discussion about the move to net zero, science, and humanity.
Ronald Stein - "Clean" Energy Exploitation - A tough discussion about the move to net zero, science, and humanity. -
You know when the tagline of the book is "Helping Citizens Understand the Environmental and Humanity Abuses that Support "Clean" Energy it is going to be a tough discussion.
I would like to thank Ronald Stein and Todd Royal for doing the research and bringing the facts and science to the discussion. We hit on some key topics, and none of them are saying we should not go to renewables; rather let's look at the first, second, and third order of magnitude of negative impact.
Please check out the podcast and the book "Clean" Energy Exploitations HERE
Please follow Ronald Stein and Todd Royal on their LinkedIn social media.
Thank you, Ronal for stopping by the podcast and I am looking forward to future discussions with you and Todd. - Stu
ENB - Ronald Stein
Highlights of the Podcast
00:00 - Intro
01:22 - What prompted you to start getting into this discussion of energy literacy?
3:03 - Your book talked about cobalt and in cobalt, specifically in the areas that it's being mined, you had three and four-year-old kids that you were talking about working for $2.50.
05:17 - Talks about Recycling in the Book of Ronald Stein
08:19 - Tell me, what nameplate rating is, is that on the wind turbine activity?
09:38 - Talks about the Chapter on California and Germany
11:21 - They're wanting to make the EVs bi-directional on that so they can pull power off the car into the grid
14:39 - If the Batteries are not Recyclable, How can they be a sustainable resource?
15:55 - As an Engineer, I thought the hybrid was the greatest invention ever
17:15 - Ford is losing 20 to $60000 per car when they sell one. How can you be sustainable?
21:00 - Talks about EVs and some issues they may give in the streets
23:36 - Talks about the Battery life Span of an EV
25:26 - Is California getting that way where they're wanting to control 100% of the electricity?
27:21 - Everything that needs electricity is made with fossil fuels
28:42 - 60,000 power plants around the world
30:47 - I grew up, you know, helping, working with the engineering firm that basically designed and built refineries around the world.
33:40 - Why are the richer countries trying to shove a lousy energy policy that has not worked for California or Germany
34:52 - California buys 70% of the oil from Ecuador and the rest of the places that China pumps out of the rainforest they import 70% of that there is hypocrisy going on ain't it?
36:52 - Talks about Solar Panels and Recycling
38:43 - Secretary Granholm and their problems that they have with having the permits the problems
40:54 - How are you envisioning people taking it to the next level? What are we got to do to solve the energy crisis?
42:48 - Talks about Ronald Stein`s Book and how they did a great job making it
45:02 - Outro
#cleanenvironment #cleanenergy #netzeroemissions #hybrid
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Daily Energy Standup Episode #189 – Energy Chronicles: Duke’s Diverse Plans, Inflation Act Woes...
Energy Chronicles: Duke's Diverse Plans, Inflation Act Woes, Climate Concerns, and China's Intentions Unveiled
Highlights of the Podcast
00:00 - Intro
03:09 - Duke Energy Files IRP Proposes Gas, Nuclear and Renewables
06:04 - One year later, in the Inflation Reduction Act, Implementation remains a mess
10:10 - Wake up, America our Climate Policies are Catastrophic in the making
12:57 - Don't be fooled by China's Investment in the Renewables is not about Net Zero it's about preparing for war with the United States
16:52 - Market Updates
18:03 - EQT can officially close its trans acquisition of Tug Hill and Excel Midstream
19:28 - Energy transfer goes out and swipes up Crestwood Equity Partners for 7.1 billion
21:34 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
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42
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NB Genevieve Collins, State Director for Texas at APP - with a plan is what we all need.
#Texas @americansforprosperity #political #grassroots #podcast
Genevieve Collins, State Director for Texas at Americans for Prosperity - Passionate with a plan is what we all need.
Ok, a conversation that can start out with me saying in our opening "I am tired of all politicians" and Genevieve's response: "Hey, this Episode is off to a great start already I hope your listeners are ready, are locked in and ready for a wild one" has the makings for a great podcast.
Americans for Prosperity is the largest policy and grassroots organization in the country. They are the largest non[artisan policy and grassroots organization with chapters in all 50 states. Their sole mission is to really empower and educate our citizens across the country on the issues.
So as you listen to this discussion, you can hear Genevieve's excitement for what she is doing is rewarding and spreads hope for change. What we are doing now in both political parties is not working and education on what is best for all Texas citizens is the primary focus.
Please reach out and see how you can make a difference.
Genevive's LinkedIn is HERE:
Genevive, thank you for stopping by the ENB Podcast, and please keep helping all of us make a difference. - Stu.
Highlights
00:00 - Intro
01:36 - Tell us about the Americans for Prosperity
04:46 - So when you see as the state director, what are the Number one issues for Texicans?
09:29 - Who is your biggest champion for your cause out there?
12:16 - One of the biggest problems we are having for wind, solar, and export facilities, is regulations, how in the world are we going to fix regulations?
14:54 - I miss not being able to tell the difference between Republicans and Democrats it doesn't seem like anybody has our best interest
16:17 - The oil revenues from the oil and gas sector alone have provided what in Texas we call the Texas miracle
18:04 - Do you work with companies trying to help spread their word around, or how do you own it? Who else do you work with other than legislators and other lobbyists and things?
21:06 - Tell us about how people sponsor you or what the advantages are of being a sponsor.
24:48 - Do you guys do polls?
26:09 - How do you work as a state director with the other chapters in thing and then the mothership? How does all that play in? Because grassroots to the mothership has got to be a lot of work.
29:20 - How did how do people get a hold of you?
32:02 - Outro
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Daily Energy Standup Episode #186 - Energy Whirlwinds: Biden's Regulatory Surge, Whales' Fate...
Energy Whirlwinds: Biden's Regulatory Surge, Whales' Fate, and Climate Confessions Shake Markets
Highlights of the Podcast
00:00 - Intro
04:01 - A Global Inflationary Depression is very possible, but what does this do to the Energy and Oil markets?
09:17 - Scientist Admits to spreading alarm about Climate Change it's a manufactured consensus
12:27 - Don't Fall for the Ploy BlackRock is still working to undermine American Energy
16:32 - 30-foot humpback whale found dead on Fire Island, at least the 18th Doomed humpback discovered in the East Coast this year
20:33 - Biden's Summer Regulatory Onslaught is Legislation through Regulation
24:13 - This week in Bidenomics Never Enough Oil
27:36 - Market Updates
30:40 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
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Energy Dashboard: https://dashboard.energynewsbeat.com/
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24
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Daily Energy Standup Episode #185 – Weekly Recap: Climate Targets, Energy Woes, and Geopolitics:...
Climate Targets, Energy Woes, and Geopolitics: Unraveling the Weekly World - A Deep Dive
Highlights
00:00 - Intro
01:07 - California and New York Could Miss Their 2030 Climate Targets …and still bankrupt the energy sector
07:29 - Battered and demoralised – the truth about Ukraine
10:27 - Indonesia’s coal burning hits record high — and ‘green’ nickel is largely why
12:33 - Grand Canyon monument won’t end fight over uranium mining
18:12 - DAVID BLACKMON: Is The Green Energy Transition Falling Off The Rails?
23:09 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
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Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
ENB Substack: https://theenergynewsbeat.substack.com/
33
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Daily Energy Standup Episode #184 - Clashing Currents: Grand Canyon, Greek Shipping, Russian....
Clashing Currents: Grand Canyon, Greek Shipping, Russian Energy, and Green Transition in the Spotlight
Highlights of the Podcast
00:00 - Intro
03:40 - Grand Canyon Monument won't end fight over uranium mining
09:39 - Greek owners control 21% of global tonnage
12:48 - Russia Anticipates $11 Billion Energy Boost Despite Embargoes
15:00 - Rex Murphy. Trudeau Carbon tax nothing more than a senseless money grab
20:38 - DAVID BLACKMON: Is The Green Energy Transition Falling Off The Rails?
25:39 - New Sponsor ( Reese Energy Consulting) ReeseEnergyConsulting.com
26:26 - Market Updates
28:30 - Natural gas was up to $2.96, again, off at insane future heat
30:01 - White Hawk Energy, a smaller mineral shops, is attempting to propose a combination with Phenix Minerals in a stock for stock transaction
32:45 - Civitas today announced the appointment of Jeff Kelly as chief transformation officer retroactive to August 3rd, 2023
37:06 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
ENB: https://energynewsbeat.co/
Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
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35
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ENB Jeremy Bezdek, EVP of Global Corp Dev & President of Freyr Battery US How the Grid needs storage
#energytransition #grid #inflationreductionact #renewableenergy @freyrbattery Please go to EnergyNewsBeat.co for the full article, and listen to the podcast on all major channels.
I would like to give a shout-out to Jeremy as I had an absolute blast visiting with him about Freyr Battery and their new U.S. division. My first interview with Tom Jensen, while he was at the headquarters in Norway, was an eye-opener. While we understand that renewables and a weak grid require storage for stabilization, I have not been a big fan due to the impact of the huge batteries on the environment as they are disposed of. Well, the new technology developed by Freyr Battery has fixed one of my biggest concerns, and in fact, almost every objection I have to large storage projects, Tom was able to address.
So it made sense that we got an update from Jeremy as the new president of U.S. Operations. I mean it was a blast, as we got some great updates on the huge job numbers in the U.S., the use of the IRA, and coordinating investors for the U.S. market as well.
As Freyr continues down the right road, please watch their new technology as they remain nimble enough to make the changes for the good of the environment and good-paying jobs.
Thank you Jeremy for stopping by the podcast. Please let me know if you have any updates in the future that we need to know about. - Stu
Please follow Jeremy Bezdek on his LinkedIn HERE.
00:00 - Intro
00:50 - Talks about Jeremy Bezdek`s Promotion and a little background about him
01:33 - Tell us about the new plant that you're raising money for tell us about what's going on there
04:11 - Talks about Freyr being able to recycle Batteries
06:27 - Reusing what you got is kind of important for cost saving for investors.
08:22 - The importance of the I.R.A. in looking at the storage to help offset that is what brought Freyr to the U.S.? Or what prompted Norway to get interested in the U.S. storage market?
11:23 - How is the storage house for taking a look at energy security from either physical or even cyber-attacks? What do you guys got going on on the security front?
13:43 - As an investor looking at storage, does the way the financial market in the U.S. for electric generation to consumers make it more attractive to battery storage?
16:08 - Talks about energy storage and the importance of having a battery system as an insurance measure for ensuring a balanced and reliable energy supply.
19:14 - How many years is an ROI on a storage unit if you're paying X number cents less on something like that when you're out there as the president of the U.S. for Freyr, do you get the ROI calculations out and get your crayon and your finance going there?
21:49 - Do you guys have some stuff coming around the corner?
25:18 - Talks about the Financial aspects on looking for investors and the tax advantage which is critical
27:51 - So if there were 38 whatever site you had, what was the worst hotel you had to stay in while you were traveling around?
29:57 - What is the first for the next quarter? What are your targets again for next year?
32:15 - How are you going to be directed at the rest of the world? Because we talk to the U.S. Where are you going in the rest of the world with all this?
34:36 - How do people get a hold of you?
36:47 - Outro
53
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Daily Energy Standup Episode #182 - Energy Turmoil: Ukraine's Struggle, U.S. LNG's Promise, and ...
Episode #182 - Energy Turmoil: Ukraine's Struggle, U.S. LNG's Promise, and the Race for Transmission Development in Texas
Highlights of the Podcast
00:00 - Intro
03:17 - Battered and Demoralized the Truth about Ukraine
06:35 - Goldman Commodities research Chief Jeff Curie set to leave
10:04 - U.S. LNG, the Global Economy, and Environmental Solution
12:44 - Biden Admin cracking down on another popular home device.
15:18 - Texas will fall behind without transmission development
18:53 - Market Updates
19:55 - Talks about Earnings around Saudi Aramco
23:05 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
ENB: https://energynewsbeat.co/
Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
ENB Substack: https://theenergynewsbeat.substack.com/
25
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Daily Energy Standup Episode #181 - Despicable Ambitions: Chinese Bid for Biden's Name, Climate...
Despicable Ambitions: Chinese Bid for Biden's Name, Climate Targets, and Fossil Fuel Future
Highlights of the Podcast
00:00 - Intro
03:21 - Text messages given to FBI: Chinese wanted Biden family name to help acquire U.S. energy assets – In a word “despicable”
10:11 - California and New York Could Miss Their 2030 Climate Targets …and still bankrupt the energy sector
16:39 - California high court says county can’t enforce oil well ban as state debates future of fossil fuels
18:43 - Russia’s Economy Projected To Grow Despite Western Sanctions
20:49 - Not Everybody wants to pay for Net Zero
23:50 - Market Updates
25:54 - EOG, probably one of the largest independent players out there
28:48 - ConocoPhillips they deliver record lower 48 production 1.8 million BOE per day
32:24 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
ENB: https://energynewsbeat.co/
Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
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19
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ENB #125 – Conversation Board Member and CEO around ESG, Oil, and our Climate Challenge?
Well, my answer is an excellent overview of the oil and ESG market. It was an honor to sit down and talk with Jon Rogers, an experienced Board Member, CEO, and energy and ESG industry thought leader. In some inside baseball, I have had the pleasure of previously interviewing Jon and following him for years. An energy expert is not developed in a year or in a single silo, and Jon has the street cred to visit in the micro and macro views we need. Being an energy executive in companies like Locus Bio and BP working on huge energy projects is just one portion of his experience.
My talk with Jon was a lot of fun talking about things like the Clean Air Act, oil and gas E&P improving their efficiencies, and reducing the impact on the environment while delivering low-cost energy. We need more energy thought leaders to help guide us into the future learning from the past.
Thank you Jon for stopping by the podcast, and I am looking forward to our next visit.
CEO / Board Member | Oil & Gas Industry | Energy Transition | Low Carbon Oil & Gas | Chemicals | Global Leadership Experience | Supermajor Oil & Gas Corporation
Highlights
00:00 – Intro
01:00 – How did you get started? Like you were at BP and where else were you at?
03:31 – Talks about ESG Movements and Jon Roger’s Thoughts about it
07:59 – Talks about the Article that was released yesterday about Larry Fink getting the CEO of Saudi Aramco on his Board
10:39 – Do you think if you’re an oil company like you just described and you’re doing both, are you going to attract more investors?
13:31 – Talks about the Big Climate Challenge in the late ’80s and 90`s and how they solved it
15:00 – Talks about The Clean Air Act and its impact on the regulation of the oil and gas industry, as well as renewables like wind and solar energy.
21:00 – How do you balance finance versus technology?
24:17 – What do you see is the number one thing that we can do to help get to the next level? Is it education? Is what do we do?
26:33 – They’re going to be increasing, the Permian rig count is down. But what kind of new technologies do you see coming around the corner?
30:47 – That balance between dollars spent on a more effective rig with lower is ESG is more expensive. But is it a bigger crapshoot, if you would, because you don’t know that those longer laterals are going to pull back more oil and gas?
33:00 – Longer laterals and you get a different decline curve we need several trillion dollars to invest just to keep our decline curve at the current level of demand.
35:38 – What’s coming around the corner that you see in the industry for OPEC? Do you see that as they’re coming around are they going to hold their production levels or continue to drop?
37:51 – How do people reach out to you?
38:27 – Outro
64
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Daily Energy Standup Episode #175 – Weekly Recap: Riding the Energy Rollercoaster: U.S. Energy...
Episode #175 – Weekly Recap: Riding the Energy Rollercoaster: U.S. Energy Chief Calls for Supplies Amid Volatile Oil Markets – Shipowners Invest Billions in LNG Carriers, Chevron Soars, but Rare Earth Independence and Currency Plans Loom!
Highlights of the Podcast
00:00 – Intro
01:39 – Oil markets are still volatile, U.S. energy chief says calling for further supplies but will they allow drilling?
05:42 – Ship owners splash out 47 billion for LNG carrier newbuilds in 18 months
09:25 – Chevron Posts $6 Billion Quarterly Earnings, Beating Estimates
11:22 – Biden Officials may be blowing America’s shot at rare, rare earths independence
16:25 – It’s a long way to destroy the dollar. Jim Rickards warns of Supply Chain Fragility and Brick’s currency Plan
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
ENB: https://energynewsbeat.co/
Energy Dashboard: https://dashboard.energynewsbeat.com/
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ENB Substack: https://theenergynewsbeat.substack.com/
17
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Daily Energy Standup Episode #174 – Fueling the Future: Total Recoverable Oil Reserves Unveiled...
Episode #174 – Fueling the Future: Total Recoverable Oil Reserves Unveiled as Goldman Sachs Predicts Soaring Prices – Jim Rickards Warns of Currency Chaos While Eni Accelerates Indonesian Gas Revolution!
Highlights of the Podcast
00:00 – Intro
02:49 – Where do all the total recoverable oil reserves stand?
07:50 – Goldman Sachs sees oil prices rising on Record Demand
09:32 – It’s a long way to Destroy the Dollar. Jim Rickards warns of supply chain Frailty and BRICS Currency Plan
13:46 – Eni fast tracks Indonesian Natural Gas Development with Chevron acquisition
15:29 – Market Updates
23:24 – Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
ENB: https://energynewsbeat.co/
Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
ENB Substack: https://theenergynewsbeat.substack.com/
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ENB #125 - What kind of conversation can you have with a energy Board Member and CEO?
ENB #125 - What kind of conversation do you get with an experienced energy Board Member, and CEO around ESG, Oil, and our Climate challenge?
#bp #esg #energy #cleanairact #oilandgasindustry #podcast
Well, my answer is an excellent overview of the oil and ESG market. It was an honor to sit down and talk with Jon Rogers, experienced CEO, energy and ESG industry thought leader. In some inside baseball, I have had the pleasure of previously interviewing Jon and following him for years. An energy expert is not developed in a year or in a single silo, and Jon has the street cred to visit in the micro and macro views we need.
My talk with Jon was a lot of fun talking about things like the Clean Air Act, oil and gas E&P improving their efficiencies, and reducing the impact on the environment while delivering low-cost energy. We need more energy thought leaders to help guide us into the future learning from the past.
Thank you Jon for stopping by the podcast, and I am looking forward to our next visit.
Highlights
00:00 - Intro
01:00 - How did you get started? Like you were at BP and where else were you at?
03:31 - Talks about ESG Movements and Jon Roger's Thoughts about it
07:59 - Talks about the Article that was released yesterday about Larry Fink getting the CEO of Saudi Aramco on his Board
10:39 - Do you think if you're an oil company like you just described and you're doing both, are you going to attract more investors?
13:31 - Talks about the Big Climate Challenge in the late '80s and 90`s and how they solved it
15:00 - Talks about The Clean Air Act and its impact on the regulation of the oil and gas industry, as well as renewables like wind and solar energy.
21:00 - How do you balance finance versus technology?
24:17 - What do you see is the number one thing that we can do to help get to the next level? Is it education? Is what do we do?
26:33 - They're going to be increasing, the Permian rig count is down. But what kind of new technologies do you see coming around the corner?
30:47 - That balance between dollars spent on a more effective rig with lower is ESG is more expensive. But is it a bigger crapshoot, if you would, because you don't know that those longer laterals are going to pull back more oil and gas?
33:00 - Longer laterals and you get a different decline curve we need several trillion dollars to invest just to keep our decline curve at the current level of demand.
35:38 - What's coming around the corner that you see in the industry for OPEC? Do you see that as they're coming around are they going to hold their production levels or continue to drop?
37:51 - How do people reach out to you?
38:27 - Outro
30
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Daily Energy Standup Episode #172 - Green Shift: Shipowners Invest $47 Billion in LNG Carriers...
Green Shift: Shipowners Invest $47 Billion in LNG Carriers, Canada Keeps Climate Promise, Wind Power Projects Face Crisis, and Chevron Surpasses Earnings Expectations!
Highlights of the Podcast
00:00 - Intro
02:51 - Shipowners splash out 47 Billion for LNG carrier newbuilds in 18 months
06:47 - Canada fulfills Climate pledge to end fossil fuel subsidies
10:56 - World's Biggest Wind Power Projects are in Crisis when the World needs them most
13:54 - Chevron Posts $6 Billion Quarterly Earnings, Beating Estimates
16:07 - Market Updates
20:35 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
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16
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Daily Energy Standup Episode #171 - Fueling the Future: Tackling Volatility, Embracing EVs....
Fueling the Future: Tackling Volatility, Embracing EVs, and Energizing Investments in a Green World
Highlights of the Podcast
00:00 - Intro
03:05 - Oil markets are still volatile, U.S. Energy Chief says, calling for further supplies - but will they allow drilling?
07:12 - EV for all if the Dream was met, would it help the environment?
11:53 - How California's Electric Cars can feed the grid and help avoid brownouts - Is this even possible?
16:28 - Saudi Aramco buys 3.4 billion stake in Chinese petrochemical firm.
19:02 - ESG is Dying it's Inevitable Death but will it open up capital for energy investments?
21:48 - Market Updates
24:56 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
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Energy Dashboard: https://dashboard.energynewsbeat.com/
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ENB Substack: https://theenergynewsbeat.substack.com/
12
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ENB #123 - Dr. Stanley Ridgley, Brutal Minds. The liberal universities on our energy independence.
Talks about the importance of liberal universities on our energy independence. #energytransition #energycrisis #university
The United States is in trouble and our energy security is at stake. There is a worker and employee crisis in the oil and gas space, and just as bad in the renewable market. The students don't understand that the country runs on energy, and everything they love requires energy of all types.
I must say that college has changed from when I went to my undergraduate at Oklahoma State and my MBA at Oklahoma City University. We worried about dating, football, and getting ready to make money. (only in my junior and senior years after realizing grades matter.)
Our interview with Dr. Ridgley was a lot of fun and he is a breath of fresh air for a university professor. His book "Brutal Minds - The Dark World of Left-Wing Brainwashing Our Universities" was an eye-opener. please buy it at Amazon HERE:
Thank you for stopping by the podcast, I had an absolute blast. - Stu
Highlights of the Podcast
00:00 - Intro
02:39 - What prompted you to write Brutal Minds and tell us a little bit about that process
04:57 - Talks about the Reuters Article about 100 campuses running some that were as old as 1950 in their power plants
06:59 - In the university setting, you mention that they tell us what they're doing they tell us how they're going to do it, and then they go do it.
09:31 - Are you the only guy at the faculty lunchroom sitting in the corner and nobody will talk to you?
12:33 - Tell us about how cancel culture got started
14:52 - Talks about Andy Grove
17:21 - Do you see any change coming in the culture?
20:13 - How do you talk to folks that don't want to have a conversation?
23:50 - You asked me how I came to this book, how I survive or whatever, because, you know, I've always been a lived a living kind of guy, an idealist
25:47 - Talks about the biggest problem with energy which is no workers coming behind us, how do we implement Stanley`s solution
32:16 - Some people are really misguided they're disconnected, especially those on the soft side of campus
34:26 - Talks about Dexter Manley
35:57 - What's coming around the corner for you personally and what do you see coming around the corner in academia?
38:37 - Outro
ENB Top News
ENB
Energy Dashboard
ENB Podcast
ENB Substack
19
views
Daily Energy Standup Episode #169 - Climate Showdown: BlackRock, Biofuels, and Kerry's Jet in ...
Daily Energy Standup Episode #169 - Climate Showdown: BlackRock, Biofuels, and Kerry's Jet in the Spotlight; Oil Prices Take a Dip While Baker Hughes Soars
Highlights of the Podcast
00:00 - Intro
03:25 - Top Asset Manager BlackRock names Saudi Aramco to CEO board
07:25 - Small U.S. Refiners' plan to challenge Biofuel Blending Waiver Denials
11:19 - Kerry's trip to China yields No Breakthrough on Climate
16:16 - David Blackmon John Kerry's private Jet Hypocrisy really does matter
18:30 - Market Updates
18:53 - Oil prices dip on profit-taking despite tighter U.S. supplies
19:12 - Baker Hughes comes out, actually beats expectations
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
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ENB Top News: https://energynewsbeat.co/top-news/
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Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
ENB Substack: https://theenergynewsbeat.substack.com/
8
views
Daily Energy Standup Episode #164 - Debating Energy Solutions: From Poverty to Power....
ENB 164 - Debating Energy Solutions: From Poverty to Power Costs and Renewable Controversies
Highlights of the Podcast
00:00 - Intro
03:09 - Africa is Energy Poverty Dwindling Forests and high power costs worsening for energy security in Sierra Leone
07:13 - Big Batteries likely Powered by High Emitting Gas under Ontario Grid Plan.
10:18 - Biden is spreading around Green Subsidies like a Vegas Gambler
12:23 - This high speed train could be the first to be powered entirely by renewable energy
15:17 - Short Term Energy Outlook
19:19 - Market Updates
22:27 - Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
ENB: https://energynewsbeat.co/
Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
ENB Substack: https://theenergynewsbeat.substack.com/
15
views
ENB 163 - Energy on Fire: Brent Soars, Kazakhstan Seeks Russian Aid....
Highlights of the Podcast
00:00 - Intro
02:57 - Brent breaches 79 bucks on OPEC's production Cut cut pledges
06:13 - Kazakhstan turns to Russia to help plug power crisis
08:56 - BRICS Nukes and LNG, the energy transition few are expecting
13:25 - Batteries And Renewables Are Saving Texas During The Heat Wave
16:36 - Texas to receive $60 million from U.S. Department of Energy to strengthen electric grid
18:37 - Market Updates
25:15 - Outro
4
views
Daily Energy Standup Episode #161 - Venezuela's Oil-for-Debt Gambit: Unraveling the $6 Billion ...
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
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ENB Top News: https://energynewsbeat.co/top-news/
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Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
ENB Substack: https://theenergynewsbeat.substack.com/
8
views
Daily Energy Standup Episode #160 – A Weekly Recap - Unveiling the Hidden Carbon Costs: Solar...
Episode #160 – A Weekly Recap - Unveiling the Hidden Carbon Costs: Solar Panels’ Surprising Environmental Footprint Revealed
Highlights of the Podcast
00:00 – Intro
00:40 – Planned Wyoming mine may help avoid Copper Supply Train Wreck
02:23 – Putin wisely suggests that Russia emulate Modi’s make in India’s initiative Great insight as India buys 46% of its oil from Russia
08:53 – Oil Evs Big tech hit the ground running in the second half
15:04 – UAE announces plans to invest 54 billion in energy into whirlpool renewable why is this important?
17:42 – Solar panels are more carbon intensive than experts admit
23:48 – Outro
Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/
and Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta...
and Twitter: https://twitter.com/mtanner_1
ENB Top News: https://energynewsbeat.co/top-news/
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Energy Dashboard: https://dashboard.energynewsbeat.com/
ENB Podcast: https://energynewsbeat.co/industry-in...
ENB Substack: https://theenergynewsbeat.substack.com/
12
views