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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/

As we roll into the midterms, the Democrats are already rolling out "Affordability" as a key battle cry. Well, the facts show that the average blue state pays an estimated 37% more for electricity than the average red state. This podcast went out on the Energy Impacts Podcast with David Blackmon and the Energy News Beat Podcast with Stu Turley. Tom Pyle, the CEO of the Institute for Energy Research, lays out the article linked below, and it is very clear. Energy Policies account for the greatest increases in energy costs. The main topics discussed in this podcast are: 1. Electricity and energy prices in the United States, particularly the higher costs in "blue" (Democratic-leaning) states compared to "red" (Republican-leaning) states. The transcript discusses a report by the Institute for Energy Research called "Blue States High Rates" that analyzes this trend. 2. The impact of renewable energy policies and mandates, such as renewable portfolio standards, on electricity prices. The transcript argues that these policies, combined with the forced closure of traditional baseload power sources like coal and nuclear, have driven up costs in certain states. 3. The challenges faced by states like California and New York in maintaining reliable and affordable energy supplies due to their aggressive climate and renewable energy policies. The transcript discusses issues like the closure of refineries, reliance on imported energy, and the difficulties in building new natural gas pipelines. 4. The role of the federal government, particularly the Trump administration, in energy policy decisions and their impact on electricity prices. This includes topics like the EPA's endangerment finding and the potential benefits of rescinding it. 5. The broader political and ideological divide between "red" and "blue" states on energy and climate policy, and how this translates into differences in electricity affordability for consumers. Check out the Substack article https://blackmon.substack.com/ 01:25 Intro to the main topic of Blue State and High Rates 02:23 Tom Pyle, breaks down the report 07:16 Wind and solar in Texas 08:43 Graphic on costs in blue vs. red states 14:25 transmission lines and costs 17:24 California and its Energy Crisis 21:02 Energy Policy defines electricity rates 26:54 Jones Act and LNG Tankers 37:33 Carbon Taxes and Net Zero #energynewsbeat #netzero #democrats Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/thomasjpyle/ Check out the IER Institute for Energy Research https://www.instituteforenergyresearch.org/the-grid/blue-states-high-rates/

Time Stamps: 01:57 Doomberg: Where is the oil glut 06:05 China is buying oil, and are they preparing for war? 12:50 Venezuela and the oil impact 26:11 Canada and great subscribers 41:58 Doomberg's methodology This was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show. Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me. Here are the key points we cover. 1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US. 2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela’s oil assets. 3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources. 4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats. 5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don’t rule out Gavin, as he could be in the running if we don’t fix our elections and adopt same-day paper ballots. Thanks again to our patrons, subscribers, and readers on all of our platforms. Please reach out and subscribe to Doomberg at https://newsletter.doomberg.com/ A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme. 2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years. 3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected. 4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals. 5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term. 00:00 Intro Return to Tangibles 01:11 ETF LENS is by Sarmaya Partners 03:35 Is the world oversupplied with oil 06:10 Geopolitical Risk to Oil 07:09 Shale Boom and Break-even for Oil 10:06 Companies looking for exploration locations 11:38 Policy impacting prices 16:58 Market Cycles 20:21 Markets like Copper 23:42 Global Markets and deindustrialization 27:15 Grid complexities of AC vs DC 28:56 Renewables impact on Energy 37:30 Investing and day trading 41:45 Recycling and Copper 48:20 Nuclear and AI Follow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/ Check out https://sarmayapartners.com/ Check out the Substack: https://sarmayakar.substack.com/ Check everything David Blackmon on Blackmon.substack.com

Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg 01:56 Doomberg on the UK and energy crisis 06:28 Doomberg on the Labor Party 12:01 Doomberg on the Russian-Ukrainian War 14:37 Zelensky won the election, but may not be viable in peace talks 25:39 California and Gov Newsom Energy Crisis 31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him. 38:14 US Dollar financial system and the petro dollar 43:13 Global debt 45:54 Secretary Chris Wright 53:41 Doomberg on data centers sitting on top of power sources A special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/

In this episode of Energy Impacts, host David Blackmon sits down with David Malpass, former head of the World Bank Group, for an insightful discussion on U.S.–China trade relations, rare earth supply chains, and the global energy landscape. Malpass shares his perspective on rebuilding American manufacturing, the real costs of climate policies, and how energy independence will shape future economic growth. From Bill Gates’ shift on climate strategy to the critical role of nuclear power and data centers, this conversation dives deep into the policies and innovations driving the world’s energy future. Highlights of the Podcast 00:01 - Introduction 01:54 - David Malpass’ Career Journey 04:18 - Trump-Xi Trade Agreement on Rare Earths 08:02 - Agricultural Trade and U.S. Competitiveness 10:54 - Contrasting the Trump and Biden Administrations 14:14 - The U.S. Rare Earth Supply Chain Challenge 19:41 - China’s Strategic Dominance in Manufacturing 23:19 - Bill Gates’ Shift on Climate Change 28:16 - The Real Cost of Climate Policies 32:53 - Electric Vehicle Industry Pitfalls 36:51 - Building U.S. Energy Independence 42:22 - Competing with China’s Scale and Control 45:28 - ESG Investing and Policy Shifts 46:34 - The Role of Nuclear Power in Energy Security 50:17 - Data Centers Driving Energy Demand 53:47 - Closing Thoughts

Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg lays out the massive topic of trade wars with China, and the global impact on the fiancial markets. What are investors and consumers thinking? Highlights of the Podcast 00:01 – Introduction 01:43 – China’s Rare Earth Monopoly and Trade War Signals 07:17 – U.S. Response and Administrative Inaction 10:40 – Reactions to Global Trade Developments 14:17 – U.S. Efforts to Break Rare Earth Dependence 15:53 – U.S. Manhattan Project for Supply Chains 20:13 – Regulatory Hurdles and Mining Challenges 22:40 – Global Bifurcation and Emerging Trade Blocks 25:24 – Russia, Ukraine, and the Changing Global Order 34:13 – Media Narratives and Propaganda 38:31 – Drone Warfare and Shifting Military Power 42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry 46:08 – Europe’s Energy Crisis and Deindustrialization 53:17 – Alaska, Energy Development, and Infrastructure Delays 55:05 – Closing Thoughts and New Project Plug

Josh Young from Bision Interests stops by, and we discuss with David Blackmon and Stu Turley. Numerous changes are currently occurring in the energy markets, and we sit down to discuss the political, geopolitical, and other significant developments that the investment community needs to be aware of. Highlights of the Podcast 00:01 – Introduction 00:44 – Josh introduces Bison Interests and Bison Insights 06:00 – Discussion on new oil sanctions and market effects 11:30 – Trade and tariffs – U.S., Canada, Japan relations 19:00 – Rare earths and China’s leverage 25:30 – Economic deregulation and energy demand 31:54 – OPEC, Saudi production, and spare capacity 37:00 – Russia, Venezuela, and Middle East relations 46:30 – U.S. defense, alliances, and America First debate 52:00 – Europe’s natural gas dilemma and net zero failure 59:30 – Japan’s JERA gas deal and corporate strategy 1:04:30 – Energy companies shifting away from renewables 1:07:00 – Canada, UK, and future of Western trade 1:15:30 – Tech firms buying into gas assets and energy security 1:35:33 – Episode wrap-up

Mike Umbro stops by the Energy News Beat Podcast and the Energy Impacts Podcasts with Stu Turley and David Blackmon co-hosting. This is a huge issue in California for National Security. Is opening Kern County going to be enough to keep gas prices down? Is the sudden turn from Gavin Newsom enough to save the California consumer? Highlights of the Podcast 00:01 - Introduction 02:25 - California’s Policy Failures Under Newsom 03:41 - Drilling Permits and Production Challenges 05:16 - Regulatory Red Tape and Permitting Delays 07:10 - California’s Pipeline Crisis 09:28 - Oil Seeps and Environmental Misconceptions 11:37 - Refinery Closures and National Security Risks 15:38 - Import Dependence and Foreign Control 16:44 - The Best Rock, the Worst Policy 17:36 - Ignoring Science for Political Agendas 19:58 - Political Landscape 22:02 - Shutting Down Productive Oil Fields 24:58 - Hope for Change and Leadership 26:31 - Mike’s Encounter with Governor Doug Burgum 31:18 - The Root of California’s Crisis: Activist Control 33:44 - Reforming the System: IRS and Nonprofit Abuse 35:46 - The Need for Transparency and True Innovation 39:04 - America’s Energy Independence vs. China’s Influence 42:18 - California’s Solar Subsidy Myth 45:10 - Wind and Solar: Hidden Environmental Liabilities 45:59 - Lithium Battery Hazards and Waste Mismanagement 47:49 - Closing Thoughts and Call to Action

Josh Young, Portfolio Manager at Bison Interests, stops by the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon for an in-depth look at the global oil and gas financial markets. In this powerful discussion, the trio dives into the latest developments shaping the energy landscape, from OPEC+ production strategies and Russia’s role in global supply, to California’s refinery challenges and the growing demand for natural gas driven by AI and data centers. Josh also shares valuable insights from his work at Bison Interests and Bison Insights Substack, exploring investment trends, ESG’s real impact on the energy sector, and what the future could hold for oil and gas prices. Whether you’re an investor, energy professional, or just someone wanting to understand the forces behind the markets, this episode offers a sharp, candid look at what’s next for the global energy economy. Highlights of the Podcast 00:00 – Opening & Introductions 04:08 – Bison Interests & Building Bison Insights 08:04 – Global Oil Markets & Russia’s Influence 13:14 – OPEC+ Spare Capacity Debate 20:49 – California Energy Policy & Refinery Fires 33:08 – ESG, Corporate Governance & Oil Majors 41:35 – Layoffs at Imperial Oil & Corporate Culture 44:57 – U.S. Industry Leadership & Historical Parallels 47:17 – Methane Leakage, NGOs & Policy Critique 55:01 – AI, Data Centers & Natural Gas Demand 01:02:47 – Power Generation & Gas Turbine Shortages 01:05:26 – Government Shutdown Impacts 01:10:52 – Nuclear Energy Stocks & Market Bubble 01:15:34 – Market Rally & Economic Insights

This episode takes a closer look at what’s really behind today’s energy transition. David Blackmon talks with energy analyst Ronald Stein about why oil and refineries still matter so much from powering transportation and hospitals to producing the products we use every day. They discuss how wind and solar create electricity but can’t yet replace the thousands of items built from oil derivatives. They also touch on California’s refinery closures, the shift of energy companies to other states, and what these changes could mean for the economy and national security. With a global perspective on refining and “net zero” goals, the conversation offers a grounded look at the challenges and trade-offs of moving to renewable energy. Highlights of the Podcast 00:00 – Introduction & Background 01:30 – Energy Literacy & Products from Oil 05:40 – Refinery Closures & National Security Concerns 08:30 – Newsom Policies & Lack of Backup Plans 12:55 – Industry Migration & Economic Impact 17:30 – Aging Refineries & Offshoring 21:46 – Global Refining & Misunderstood Net Zero Goals 27:43 – Closing Thoughts & Call for Conversations

Dark Money of NGOs pouring millions into climate alarm propaganda, and how are they impacting energy policy? You will not want to miss this episode of Energy Impacts with David Blackmon, as he sits down with Jason Isaac, Founder and CEO of the American Energy Institute, to discuss the substantial amount of money and its impact on consumers. Highlights of the Podcast 00:11 – Introduction 01:58 – Jason Isaac’s Background 05:30 – Industry Leadership & Chris Wright 07:02 – Dark Money in NGOs 09:15 – Ceres & Energy Foundation China 10:55 – Climate Judiciary Project 12:17 – Biased Lawsuits 12:51 – Media Propaganda Funding 14:05 – UN, World Bank, and Financial Controls 14:41 – Limits of Renewables & Battery Storage 16:56 – Texas Grid Concerns 20:51 – Industry Timidity 22:42 – Pushback Against Net Zero & ESG 26:15 – China Opposes Endangerment Finding Rescission 27:19 – Closing & Call to Action

David Blackmon sits down with Matt Whitlock, creator of The 10-Minute Drill, to talk about making sense of today’s fast-moving news cycle. They cover topics like dark money in politics, climate-related lawsuits, foreign influence on U.S. energy, and how the media often misreads Trump. The conversation also touches on Congress, Orrin Hatch’s legacy, and what Whitlock aims to do with his daily news updates. Highlights of the Podcast 00:00 - Introduction 01:34 - Creating the 10-Minute Drill 04:22 - Trump, Media, and Misunderstanding 08:32 - The Web of Dark Money 11:45 - Climate Judiciary Project 16:43 - Honolulu Case & Lawfare Strategy 18:39 - Foreign Influence on U.S. Energy Policy 20:32 - Rumors About Trump’s Health 23:11 - Congress Back in Session 26:52 - Right Track/Wrong Track Numbers 29:09 - Closing & Where to Find 10-Minute Drill

Critical policy and legislative action in Oil and Gas from the Independent Petroleum Association of America stops by the Energy Impacts and the Energy News Beat Podcasts with David Blackmon and Stu Turley. We have Dan Naatz and Mallori Miller from the IPAA to cover everything that is going on in the oil and gas industry, and what they are seeing rolling out, impacting investors, operators, and consumers. Highlights of the Podcast 00:10 - Introduction 01:35 - About IPAA 05:19 - Policy Shifts Under Trump Administration 2.0 07:50 - Methane Tax Fight 09:07 - New Leadership in Key Agencies 12:03 - Senate Gridlock & Appointments 14:44 - Permitting Council & Reform 19:06 - EPA & Regulatory Issues 21:36 - Federal vs. State Relations 24:43 - Possible Reconciliation Bill 26:33 - Budget Battles & Permitting Reform 27:34 - Gas vs. Oil Drilling Trends 29:16 - Denver Data Center Example 31:12 - Scale of the Energy Challenge 32:07 - Closing Remarks