Daily Energy Standup Episode #03: 11/16/2022
www.energynewsbeat.com
You cannot buy today's entertainment and news. Great news with Isreal and Lebanon in the Leviathan natural gas field. The issue is around energy investing and the demand destruction vs. supply constraints.
Michael Tanner and Stu Turley are back on the Daily Energy Standup! We are excited to have fun talking about everything in the energy market. The topics include Geopolitical, oil, gas, nuclear, wind, solar, and coal.
Just making it clear. We do not care what type of energy is used. Let's use all forms of energy to elevate humanity from poverty. However, let's have a plan that does not involve printing money, causing inflation, and let the markets decide on the lowest cost energy with the least impact on the environment.
Don't forget to leave comments, and let us know what topics you want to hear!
The stories covered in this episode:
Guest Feature: Energy *IS* the Economy
Israel signs agreement on gas field shared with Lebanon.
Why Demand Destruction Is More Worrying Than A Supply Crunch In Oil Markets
All stories can be found at http://www.energynewsbeat.com/
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout-out to our fellow travelers with Enverus.
Fellow Podcast Travlers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host,
DB Energy Questions Podcast
45
views
Daily Energy Standup Episode #02: 11/15/2022
www.energynewsbeat.com
You cannot buy today's entertainment and news. COP27, Biden's wanting to get rid of coal, and lots of fun market information. Exclusive FREYER Battery interview with Tom Jensen, CEO, from Norway.
Michael Tanner and Stu Turley are back on the Daily Energy Standup! We are excited to have fun talking about everything in the energy market. The topics include Geopolitical, oil, gas, nuclear, wind, solar, and coal.
Just making it clear. We do not care what type of energy is used. Let's use all forms of energy to elevate humanity from poverty. However, let's have a plan that does not involve printing money, causing inflation, and let the markets decide on the lowest cost energy with the least impact on the environment.
Don't forget to leave comments, and let us know what topics you want to hear!
The stories covered in this episode:
FREYR accelerates US gigafactory plans amidst KKR investment reports
China refiners slow down Russian oil purchases as sanctions near – trade
Global Markets Breathe Sigh Of Relief As China Relaxes Covid Rules
Biden tightens methane emissions rule amid push for more oil
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout-out to our fellow travelers with Enverus.
Fellow Podcast Travlers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host,
DB Energy Questions Podcast
21
views
Daily Energy Standup Episode #01: 11/14/2022
Michael Tanner and Stu Turley are back on the Daily Energy Standup! We are excited to have fun talking about everything in the energy market. The topics include Geopolitical, oil, gas, nuclear, wind, solar, and coal.
Just making it clear. We do not care what type of energy is used. Let's use all forms of energy to elevate humanity from poverty. However, let's have a plan that does not involve printing money, causing inflation, and let the markets decide on the lowest cost energy with the least impact on the environment.
Don't forget to leave comments, and let us know what topics you want to hear!
The stories covered:
- A Cold Winter For Europe: Blame Strategic Blindness
- United States Universities deploy “Climate Change Hypocrisy” – Do as we tell you, not as we do
- Freeport LNG Extends Force Majeure Until September
- Notes from Jay R. Young's, CEO, King Operating Corporation - kingoperating.com
All stories can be found http://www.energynewsbeat.co/
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout-out to our fellow travelers with Enverus.
Fellow Podcast Travelers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host,
DB Energy Questions Podcast
6
views
#87 Steve Blackwell, CEO, Invito Energy Partners stops by and we talk about "Drill Baby Drill"
Today with Steve Blackwell, we cover some interesting shifts in the oil and gas market. The shale revolution changed the global dynamics as a commodity and its price. The ESG investing movement came after that and brought some good and bad things to the market.
The ESG investing movement accomplished two things. Limiting the capital for drilling programs and investors demanding returns in months rather than years. The United States industry listened, evident today with the many returns provided to investors. The world listened, and the activist and fear to invest in drilling programs have left the supply side short for the next decade, even with demand destruction.
Steve is an industry expert and has seen many different types of operations. We have fun and see what may be in store for investors and consumers.
Thanks, Steve, for stopping by the ENB podcast. - Stu
Please reach out to Steve Blackwell on his LinkedIn. And the Invito Energy Partners at: https://invitoep.com/
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout-out to our fellow travelers with Enverus.
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host,
DB Energy Questions Podcast
25
views
ENB #85 What are the advantages of 1031 Exchanges? R.T Trevino stops by the podcast and to talk
When people write or call in with questions, one that frequently comes up is how do I get information on a 1031 Exchange? Most of the time, the people calling are real estate investors that are selling their properties and want to look at tax advantages.
With the housing market looking like it has some dark clouds on the horizon, investors are wanting to exchange their properties for some that have reoccurring revenge and tax advantages.
Rey Trevino, Pecos Operating Corporation, stopped by, and he was able to answer some of their questions. As an oil and gas executive, Rey understands what he has seen in the real world with the different types of exchanges.
Rey is on LinkedIn, and please connect with him HERE. If you connect with him, just tell him Stu sent you. I promise that he won't hold that against you.
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout-out to our fellow travelers with Enverus.
Fellow Podcast Travlers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host, DB Energy Questions
DB Energy Questions Podcast
20
views
ENB #84 Irina Slav, Global Energy Expert. Talks about the double barrel finger from Saudi Arabia.
Irina Slav is one of the great international writers and experts across the globe. I am lucky enough to have talked with Irna quite a few times. Each and every time is fun! In this episode, we cover the Saudi Arabian response to the Biden administration begging for oil while continually insulting them and acting like a bully.
The U.S. Government may not realize that acting like a bully in the energy sandbox will only increase prices. Pain at the pump is 90% attributed to bad energy policies and lack of capital.
Thank you again, Irina, for stopping by the ENB podcast!
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout-out to our fellow travelers with Enverus.
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host, DB Energy Questions
DB Energy Questions Podcast
14
views
Episode #7 of the 3 Podcasters Walk Into A Bar - We talk OPEC and why they are in the right
Have you seen the movie where a guy kicks a dog, and then everyone cheers when the guy gets run over? That is a good example of our current administration and Saudi Arabia. Biden kicks them in the bum, and now the rest of the world is cheering for Biden to get run over.
Watch as 2 industry experts and a want-to-be comedian tag along for the energy ride.
25
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ENB # 82 Larry Glover, CEO and talks disproportionally impacted communities and their energy burden.
One of the greatest things about being a podcast host is interviewing experts across the entire energy market. And today, we are visiting with Larry Glover, CEO of The Glover Group.
The Glover Group focuses on energy and policies impacting the Lower Middle-Income groups (LMI). As these policies cover everyone around the globe, the conversation is relevant and is only limited by the extent of your conversation.
The energy burden is reflected in how difficult it is for you to address all your energy costs for living. And the energy burden statistically is calculated by the energy cost for you and how much of your discretionary income you spend on energy.
For example, the average U.S. household is 3% to 4%. And when you look at low-income and high-energy-burden families, that could be up around 26% or higher of their discretionary income.
Breaking it into real social impact, 23% of African-American households could receive a monthly shutoff notice. That number goes up to 30% when discussing Hispanic households. And that number increases again when they are in the disproportionately impacted communities.
Larry, thank you for stopping by the ENB Podcast. As always, I enjoy our long talks together. -Stu
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout out to our fellow travelers with Enverus.
Fellow Podcast Travlers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host, DB Energy Questions
11
views
ENB #81 Heather Leahey, VP and Graham Bain, Geoscience Product Manager from Enverus. ESG and CCUS
Every day I get to talk with energy and carbon capture experts is a great day. Learning is something that we cannot throw off on the side as everything is changing so rapidly. And as an old dog, either learn new tricks or retire.
Today we talk with Heather Leahey, VP, and Graham Bain, Geoscience Product Manager, covering carbon emissions, CCUS, and other key issues. The analyst report and David Blackmon's article in Forbes about CCUS. CCUS plays in upstream, downstream, midstream, and coal-fired power plants. The Tax credits and ESG were also great parts of the conversation.
The use cases for getting additional oil out of the ground, for example, the oil in Colorado uses 70% natural CO2 in the additional recovery. With more CCUS projects coming online, using man-made CO2 will become easier.
Thank you, Heather and Graham, for stopping by the ENB podcast. I had an absolute blast - Stu.
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
Enverus-
A shout-out to our fellow travelers with Enverus.
Fellow Podcast Travlers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host, DB Energy Questions
DB Energy Questions Podcast
32
views
ENB #80 Kathrine Blunt about California Burning - Can we learn from the past to shape the future?
This was a great discussion with Kathrine Blunt, WSJ Energy Author's new book about the Fall of Pacific Gas and Electric and What it Means for America's Power Grid . Kathrine's book is extremely well written and is a must for anybody wanting to understand the energy markets in California.
We can learn a lot from the past, and to do that, we have to have more investigative reporters like Kathrine. Please buy the book "California Burning" and prepare her possible book on the Texas freeze.
A thank you to Enverus, our ENB Podcast sponsor.
Fellow Podcast Travlers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host, DB Energy Questions
DB Energy Questions Podcast
16
views
NB #79 John Gutentag, with Enverus stops by the podcast and we talk critical issues around ESG, Tax
Today is a great podcast with John Gutentag, Data Analyst, Enverus, and we talk about the Inflation Reduction Act, taxes, and its implications for consumers. The bill's name is "The Inflation Reduction Act"'s humor is not lost on me. Legislation that does nothing that it is named for is great fun.
That is why we need companies like Enverus to decipher the legislation and market data to provide a meaningful path for decision-makers in the energy space.
John also provides some great information on the ESG landscape. The ESG movement has had some positive and negative impacts. You can't have ESG without accountability, and John covers some critical issues on scoring and data points. Enverus is getting in front of the accountability portion of ESG and will help the entire energy market through data and reporting. That data helps companies with their ability to be accountable.
Thank you, John, for stopping by the ENB Podcast! - I had a blast! Stu
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
Fellow Podcast Travlers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host, DB Energy Questions
DB Energy Questions Podcast
2
views
ENB #78 Meredith Angwin, Author of "Shorting The Grid" and key issues electrical grid stability.
In this episode of the ENB Podcast, I have the privilege of sitting down with Meredith Angwin, the author of the book "Shorting The Grid.". The book is a must-read for anyone that wants to understand the real issue of energy stability in the United States.
The "Grid" is the backbone of the electrical distribution system. In the U.S., we have electricity and feel it is our right to have unlimited and continuous service. Just like armchair quarterbacks, we throw our opinions on how it should be run. Like putting more wind, solar, or shutting down coal plants even before a replacement can be installed.
Most of the time, we walk into a room, turn on the lights, and never worry about regular service. Without thorough planning, allocating proper fiscal resources for upgrades, or forcing renewables into areas that are not even possible by the laws of physics, you get rolling blackouts.
Meredith brings the "Grid" hidden shadow world to the light. We talk about the Balancing Authorities (BA) and how stressful balancing the flow of electricity is.
Thank you, Meredith, for taking the time to visit with us on your book. I had an absolute blast - Stu. Buy the book "ShortingThe Grid" today. It will make having fossil and renewable discussions even more insightful.
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout out to our fellow travelers with Enverus.
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host, DB Energy Questions
DB Energy Questions Podcast
13
views
NB #77 September Update With Irina Slav, - G7 Russian Oil Price Cap Is A Disaster In The Making
In this episode, we talk with Irina Slav, International Energy Writer, and Podcast Host, who is unabashed in her opinions, which I appreciate and find refreshing.
The world is at a precarious crossroads between doubling down on stupid and tripling down on incompetence. Europe is facing one of the biggest challenges in history, and the leadership is currently making horrible decisions. Listen to our discussion and cry, laugh, and learn from an industry leader and an energy writer want-to-be.
Thank you, Irina, for stopping by the podcast! It was a blast.- Stu
Please follow Irina's Substack, Oilprice.com Articles, and the Energy Transition.
We would also like to thank our ENB Podcast sponsor. Enverus. You can find out more at their website: Enverus.com
A shout out to our fellow travelers with Enverus.
Fellow Podcast Travlers:
Mark LaCour, Editor in Chief, OGGN
Paige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.
OGGN Network
David Blackmon, Author, Industry leader, Podcast Host, DB Energy Questions
DB Energy Questions Podcast
6
views
Episode #5 of The 3 Podcasters Walk in a Bar. We talk smack on everyone in the energy market!
It is one thing when 3 friends go to a bar. It is another thing when your Uncle starts a joke with, "There were these 3 guys walk into a bar...". And then there is us. Three podcasters are banding together to talk about energy, politics, the good, bad, and homely in the oil and gas markets.
R.T steps out of the shower and admits he needs to use glasses to read, David, confesses that he called Alex Eptrine a skunk during his interview, and Stu provides the new "Granholm Effect."
RT Trevino, E&P owner, David Blackmon, Forbes Author, and Stu Turley, Well, we are not sure what he does, but all have a blast kicking energy around.
6
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