California State Assemblyman Stan Ellis and Mike Ariza stop by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon to discuss the critical nature of the energy crisis facing California, which is about to unfold. Assemblyman Ellis, Mike, and Professor Mische have been working to help get the Federal Government involved to help out California consumers from this potential diesel, gasoline, and jet fuel crash.

Hat tip to David Blackmon for carrying the podcast as I had internet issues.

1. California's Fuel Supply Crisis

The episode centers on an impending fuel shortage in California caused by multiple factors:

Refineries shutting down (Valero, Rodeo, Marathon, Phillips)

Tanker shipments from Asia halted since mid-March

Imports now account for 40%+ of California's fuel supply

Only 3-7 days of fuel storage remaining (vs. Governor Newsom's claim of 30 days)

Tankers from the Gulf take 25-45 days to reach California due to Panama Canal backups

2. Political Dysfunction in California

Assemblyman Stan Ellis criticizes:

Inefficient time management in the state assembly (spending $40,000/hour on ceremonial resolutions)

Partisan gridlock and ideological rigidity among Democratic leadership

Lack of accountability and poor legislative prioritization

The disconnect between politicians and real-world business operations

3. California's Energy Policy Problems

Key issues highlighted:

CARB regulations: Reformulated fuel requirements (Carbob) limit fuel sources

Cap and Trade: Billions diverted to high-speed rail instead of infrastructure or energy solutions

Environmental lawsuits: Constant litigation blocking oil and gas development

Renewable diesel conversion: Rodeo and Marathon refineries converted away from gasoline/jet fuel production, removing 350,000 barrels/day of capacity

4. Short-term and Long-term Solutions

Proposed remedies include:

Immediate: Import non-Carbob gasoline from the Gulf; suspend Jones Act restrictions

Medium-term: Executive orders to federalize oil and gas as a national security issue

Long-term: Increase domestic drilling, restore refinery profitability, eliminate Cap and Trade, invest in alternative energy (fusion, nuclear, hydrogen)

5. Geopolitical and Supply Chain Issues

U.S. importing 30% of crude oil from the Middle East

Indirect support of Russia through purchases of Indian fuel (which sources from Russia)

Iran's strait closure affecting global oil production

Other countries (Nevada, Arizona) dependent on California's fuel supply

6. Economic and National Security Implications

Oil and gas represent 8% of California's GDP; without it, the other 92% is unsustainable

Military bases (42 in California) dependent on fuel supply

Commercial aviation and trucking (grocery delivery) at risk

Potential for widespread economic disruption if crisis occurs

The overall tone is urgent and critical of California's environmental policies. Things have to change quickly to avoid the crisis.

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

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

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

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