『Energy News Beat Podcast』のカバーアート

Energy News Beat Podcast

Energy News Beat Podcast

著者： Michael Tanner Stuart Turley
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Covering the energy markets around the world, one story at a time. Our daily podcast keeps you up to speed on all the latest energy news while our weekly interviews with energy industry experts keep you in the know for all things energy development. Follow us at energynewsbeat.comCopyright 2023 Energy News Beat Podcast 政治・政府
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  • Doomberg on the Energy News Beat Global Oil and Gas Markets Update

    Doomberg on the Energy News Beat Global Oil and Gas Markets Update
    2026/05/07

    You will NOT want to miss this episode of the Energy News Beat Global Oil and Gas Markets Update with our special guest Doomberg. We were live on LinkedIn and YouTube, and we had some great questions.

    We highly recommend subscribing to Doomberg's Substack at: https://newsletter.doomberg.com/

    1. Geopolitical Conflict & War Resolution

    The primary focus is on the potential end of the Middle East conflict (referred to as "World War III"). Doomberg argues that multiple signals suggest the war is concluding, including:

    An aircraft carrier leaving the Gulf

    Trump's planned visit to Beijing

    Gold trading patterns showing inverse correlation with war escalation

    Diplomatic activity (Iranian Foreign Minister visiting Oman, St. Petersburg, and Beijing)

    Market behavior suggesting peace is being priced in

    2. Global Energy Markets & Oil Pricing

    Extensive discussion about oil market dynamics:

    Oil price projections (ranging from $50-$100+ per barrel)

    The impact of the conflict on global oil supply

    Strategic Petroleum Reserve refilling strategy

    California's diesel crisis and energy independence issues

    The role of OPEC and its members (particularly UAE's exit)

    3. Global Realignment & New Trading Blocs

    The emergence of new geopolitical alliances based on energy policies:

    A potential new world order with the US, Saudi Arabia, Qatar, UAE, India, China, and Russia

    The contrast between energy-friendly nations and "net zero" countries (EU, UK, Canada)

    The UAE's positioning as closer to Israel/US interests

    Iran's strengthened regional position

    4. UK Political Predictions

    A bold prediction that Ed Miliband will become Prime Minister, based on:

    Current Labour Party vulnerabilities

    Scandals affecting other potential successors

    The contrast between energy-knowledgeable leaders (like Liz Truss) being removed from power

    Miliband as the "cleanest dirty shirt" in London politics

    5. Energy Policy & Deindustrialization

    Criticism of net-zero policies in Western nations:

    UK banning North Sea drilling while Norway increases production

    EU energy policies creating dependency

    Windfall profit taxes discouraging energy production

    California's refinery closures creating fuel shortages

    6. Currency & Financial System Changes

    Discussion of potential shifts in global monetary systems:

    Possibility of Russia and China backing currencies with gold

    The weaponization of the US dollar through sanctions

    China's blocking statute against US sanctions

    The end of the post-WWII order

    7. Personal Preparedness & Energy Security

    Practical discussion about:

    Home energy independence (solar, batteries, propane generators)

    Preparedness for grid outages

    The importance of self-sufficiency

    Community resilience

    8. Media & Misinformation

    Commentary on:

    Fake Doomberg accounts on social media

    Mainstream media coverage vs. open-source intelligence

    The role of Substack in bypassing traditional media gatekeeping

    Podcast listener metrics and platform independence

    The conversation weaves these topics together to paint a picture of a world transitioning from a US-dominated unipolar order to a multipolar system where energy policy and geopolitical alignment will be central to global power dynamics.

    Check out the Energy News Beat SubStack 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

    And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
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    57 分
  • Energy Dominance: Why America's Oil & Gas Leadership Matters More Than Ever

    Energy Dominance: Why America's Oil & Gas Leadership Matters More Than Ever
    2026/05/06
    Chris Johnson, President of the American Energy Leadership Institute, stops by the Energy News Beat podcast. What a great conversation, and you will recognize Chris from his many interviews. I have seen him on Mornings with Maria, and he's all over the map. It is very encouraging to have young leaders trying to help with Energy Dominance and to be able to articulate the messaging to everyone. He is spot on and has a plan. Take notes, as you will be seeing a lot more from Chris in the future. He will be on Mornings with Maria this Friday, and you will want to connect with Chris Johnson on X @CJohnsonAELI. They are upgrading their site; check it out soon. https://theenergyleadershipinstitute.org/1. Energy Dominance & ExportsThe conversation centers on how energy dominance is achieved through exports. The hosts discuss how the U.S. is now exporting more oil and LNG than Saudi Arabia and Russia combined, with tankers lined up in the Gulf. They emphasize that energy security starts at home, but dominance is displayed through exports.2. LNG Export Policy & Biden Administration RestrictionsChris Johnson discusses the Biden administration's LNG export pause, which limited the ability to build new export terminals. He contrasts this with the current administration's pro-energy stance, noting that American LNG is cleaner than alternatives and often replaces dirtier fuels globally.3. Net Zero Policies & Their Unintended ConsequencesA major theme is the critique of net zero and deindustrialization policies in Europe, Canada, and the UK. The speakers argue these policies have paradoxically increased emissions by offshoring production to dirtier countries like China and India, rather than reducing them. They advocate for environmental stewardship paired with economic growth.4. California's Energy CrisisThe podcast addresses California's severe energy crisis—including potential $10 gasoline, refinery closures, and import restrictions on refined fuels. They attribute this directly to state policies (mandates and bans) rather than market-based solutions, and discuss potential federal intervention using the Defense Production Act.5. Texas as a Model for GrowthTexas is highlighted as a successful counterexample, being the fastest-growing clean energy economy while allowing market-driven development and private land use without excessive regulation.6. Geopolitical Energy OpportunitiesThe discussion covers opportunities in:Venezuela: Chevron reaching 1.1 million barrels per day; potential for refinery developmentIran: Potential Venezuelan-style sanctions controls to prevent funding of terrorist proxiesCanada: Keystone XL pipeline expansion adding ~500,000 barrels per day of oil sands productionMiddle East: Shift toward U.S. partnerships through the Abraham Accords7. Technology & Innovation in EnergyTopics include:Advanced manufacturing and data centers requiring massive energyNuclear energy adoption by Saudi ArabiaSolar technology cost curves and domestic productionAI dominance tied to energy dominanceOrbital data centers and space-based energy solutions8. Oil Field Services & Technology ExportsThe speakers emphasize exporting U.S. expertise in shale drilling, horizontal drilling, and fracking technology to other countries, particularly in the Middle East, as part of energy dominance strategy.9. Election & Political EngagementDiscussion of voter turnout efforts (Scott Pressler), the importance of the SAVE Act for election integrity, and potential political shifts in states like California and Oregon.10. Private Land Ownership & Energy ProductionA key insight: 50% of U.S. oil is drilled on private lands, which is why the U.S. leads in shale innovation—private ownership incentivizes efficient production and technology development.The overarching theme is that energy policy drives economic growth, environmental outcomes, and geopolitical influence, and that market-based solutions outperform mandates and bans.Check out https://theenergynewsbeat.substack.com/p/levelised-cost-of-energy-models-areCheck out the Energy News Beat SubStack 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/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
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    38 分
  • Iran Heating Up the Middle East

    Iran Heating Up the Middle East
    2026/05/05
    What a wild day on the News Desk. President Trump ordered the U.S. Navy to escort ships through the Strait of Hormuz, and Iran started lobbing drones and missiles around. Bagdad Bob showed up in Iran and claimed that they hit a US ship, but they did not.It will be interesting to see what the breaking point of the Gulf Nations is, and when they start attacking Iran’s oil infrastructure. The drone strikes were on the pipeline that bypasses the Strait of Hormuz, and it was not damaged too badly. We are currently trying to obtain the assessments. 1. Middle East Geopolitical Tensions & Energy SecurityIran’s drone strikes on UAE: A drone strike hit the Fahoya Oil Institute Zone in the UAE, originating from Iran, causing a fire with no injuries reportedStrategic implications: The strike occurred within drone distance of the Strait of Hormuz, a critical chokepoint for global oil suppliesU.S. military response: Project Freedom launched to escort tankers through the Strait; approximately 150 tankers are waiting to transit2. Global Oil & Energy MarketsSupply disruptions: ~9-8 billion barrels of oil are missing from the market, which theoretically should push oil prices to $140, but they’re trading around $113-117Physical vs. paper prices: A critical mismatch exists between physical delivery prices ($147-200) and paper prices, which will eventually convergeTanker movements: Russian oil arriving in Japan; Iraqi/Iranian oil arriving in California3. Energy Geopolitics & Currency DynamicsUAE leaving OPEC: The UAE is pursuing currency swap agreements with the U.S., signaling a shift toward petrodollar trading relationshipsStrategic alliances: Japan’s Prime Minister securing Russian energy supplies; Italy deepening ties with Azerbaijan for natural gasU.S. petrodollar dominance: Discussion of how the U.S. maintains control over major oil-producing nations through currency arrangements4. Renewable Energy & Infrastructure ChallengesOffshore wind project disputes: GE-Vernova challenging Vineyard Wind’s claims, highlighting subsidy dependency and profitability concernsItaly’s energy mix: 35% natural gas, 41% renewables (but unreliable at night due to storage limitations)Subsidy concerns: Without subsidies, renewable projects become unprofitable5. EV Market Correction & ManufacturingNissan’s pivot: Abandoning EV production in favor of trucks and SUVs due to waning demandU.S. manufacturing resurgence: Manufacturing jobs returning to the U.S., particularly in MississippiConsumer preferences: Americans prefer traditional vehicles for long-distance driving6. Corporate Performance & Stock AnalysisCaterpillar’s strong earnings: Q1 2026 sales up 22% to $17.4 billion; profits up 30%, driven by AI data center demandEnergy sector stocks: Analysis of Cheniere Energy, Valero, and ExxonMobil trading patternsMarket uncertainty: Sideways trading as investors assess geopolitical impacts7. California Energy Policy CritiqueRegulatory barriers: Governor Newsom’s policies making it expensive to drill domestically, forcing California to import crude from Iraq/Iran and BrazilPermitting delays: Only 4 permits issued for 2,000 planned wells as of May 5thEnvironmental irony: Domestic restrictions leading to increased rainforest destruction in BrazilThis is a comprehensive energy news briefing covering geopolitical risks, market dynamics, policy impacts, and corporate performance in the energy sector.1.Fujairah confirms FOIZ fire after drone strike, and Gulf States may prepare a response2.U.S. Military Supports Launch of Project Freedom in Strait of Hormuz3.UAE Leaving OPEC and Talking with US about Currency Swap: What Does That Mean?4.Russian Oil Arrives in Japan Amid Supply Strains5.Italy Looks for Closer Ties with Azerbaijan in An Energy Push6.Italy Looks for Closer Ties with Azerbaijan in An Energy Push7.GE Vernova Challenges Vineyard Wind’s Claims of Harm8.Reality Just Slammed into Nissan: They Ditch EVs and Redirect Focus to Trucks, SUVs in Mississippi9.CAT has positive earnings and a path for growthCheck out https://theenergynewsbeat.substack.com/p/levelised-cost-of-energy-models-areCheck out the Energy News Beat SubStack 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/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
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    22 分
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