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  • Are EVs now just a passing fad?
    2025/06/16

    What is going on in the EV market with the end of the EV mandates? What will happen to the global markets? Will insurance companies become the new mandatory organizations?

    EV policies are starting to shift in the U.S., Canada, and Europe - and that’s having an impact on consumers, manufacturers, and the energy sector. As government mandates lose momentum and subsidies begin to fade, investment patterns are changing, China’s role in the market is being reexamined, and hybrids are gaining more attention from buyers.

    You won't want to miss this Energy Realities podcast with Tammy Nemeth, David Blackmon, Irina Slav, and Stu Turley

    Highlights of the Podcast

    00:01 – Introduction

    02:00 – Canada’s EV investments

    06:00 – Policy disconnect

    09:00 – Global EV push vs U.S. market reality

    12:30 – Global EV sales misleading

    18:00 – Strategic shifts

    22:30 – U.S. legislative shifts

    26:30 – EPA and CO₂ regulation

    29:30 – Social control via energy

    34:00 – Political commentary

    38:00 – Grid reliability + EV cold-weather failures

    40:51 - Britain's electricity grid is dangerously outdated

    42:36 - Gearing Down in Ontario

    46:49 - Increasingly Worthless WSJ Flies Completely off the Rails

    48:13 - DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV Mandate

    50:40 - Israeli Targets Iran’s South Pars Gas Field in Escalating Airstrikes, Iran Retaliates

    56:00 – IEA investment spin

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    59 分
  • AI and Data Center Reveal A Electricity Growth Crisis
    2025/06/09

    The AI and Data Center Reveal: Electricity Growth Crisis is an absolute understatement. The energy crisis revealed by data center growth is shedding light on the grid and how new electricity sources are added. You won't want to miss this discussion from the International Podcast team of Irina Slav, Tammy Nemeth, David Blackmon, and Stu Turley.

    Highlights of the Podcast

    00:01 - Introduction

    02:10 - The UK’s AI Ambition vs. Energy Reality

    06:10 - Big Tech’s Energy Wake-Up Call

    12:14 - Turbine Delays and Supply Crisis

    14:19 - The Rise of Microgrids and Jet Engine Turbines

    18:54 - Energy Class Divide?

    23:01 - ESG Is Quiet, But Not Gone

    26:55 - Natural Gas and Foreign Investment Surge

    32:16 - The Future of Coal and Carbon Capture

    36:20 - Are Data Centers Just Bigger Clouds?

    43:35 - Opinion: Can Alberta survive a net-zero agenda?

    46:43 - Lorraine Explains: Carbon Cred will pay you to leave your car at home

    48:52 - Can’t Make It Up: Bloomberg Admits Coal Is Integral to Energy Security

    51:19 - Company's Quietly Water Down Climate Claims In Latest Investor Reports

    52:35 - Climate Startups Are Pausing Operations, Cutting Staff and Entering Bankruptcy, Trump Policies Bite

    55:34 - China's Energy Mix and Investment Made on the Backs of Western Net Zero Movement

    56:45 - The Great Decline of California’s Energy Sector - Can the United States be “Energy Dominant” with California dragging the U.S. down?

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    1 時間
  • New report: The true affordability of net zero - Special Guest Kathryn Porter
    2025/06/02

    This is a massive story about the UK and the EU on the path to Net Zero. We recognize that many energy policies are written based on Net Zero policies, and subsequent patterns emerge. Deindustrialization and fiscal failure. Kathryn Porter is an author for Watt-Logic and has a fantastic report on "The true affordability of net zero."

    You will not want to miss this discussion, as the EU and the UK are following many of the same energy policies and are trying to persuade the USA to follow the same path to deindustrialization for the sake of the planet. Join David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley on this special edition of the Energy Realities Podcast.

    Highlights of the Podcast

    00:01 – Introductions

    02:28 – Why Gas Isn’t the Main Culprit

    04:37 – What the £17 Billion Includes

    05:08 – Definitions: Marginal Pricing & Capacity Market

    07:16 – Contracts for Difference (CFDs) Explained

    11:14 – Solar Power's Low Efficiency in the UK

    13:20 – Can the UK Afford This Path?

    17:39 – Pushback and “Debunking” the Report

    19:50 – Is It Incompetence or Ideology?

    23:16 – Public Understanding of Energy

    24:42 – Net Zero and Deindustrialization

    30:27 – Grid Interconnects and National Security

    34:23 – Decentralized Grid Management?

    38:27 – Aging Infrastructure Risk

    41:20 – Conflicting Policy Priorities

    43:57 – Fixing the System: 4 Recommendations

    45:21 – Could the US Influence UK Policy?

    47:15 – How Much Worse Before It Gets Better?

    50:53 – Bureaucratic Capture Limits Reform

    53:14 – Will Shell and BP Leave the UK?

    56:36 – Polluter Pays Narrative Fails the Poor

    58:34 – Closing Remarks

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    1 時間
  • Is America Now an OPEC+ Member?
    2025/05/19

    On the heels of President Trump’s tour through the Middle East, we’re seeing a HUGE shift in the global energy landscape. You won't want to miss the discussion from the Energy Realities team from Bulgaria, the UK, and Texas as we cover the trip that was a celebration and not a fist bump.

    Stuart Turley, Irina Slav, Tammy Nemeth, and David Blackmon dig into the implications of a possible U.S.-OPEC+ relationship, energy diplomacy, the Syria pipeline question, turbine shortages, and why Canada and the UK might be getting energy policy all wrong.

    Transcripts available on Substack.

    Highlights of the Podcast

    00:01 - Introduction

    02:00 - The "New" U.S. Foreign Policy Doctrine

    08:00 - A Seismic Shift: America’s Energy Diplomacy

    14:00 - Syria, Sanctions & Pipelines

    18:00 - Middle East Trading Bloc & U.S. Tech Influence

    22:00 - Religious Realities vs. Business Idealism

    27:00 - U.S. Joining OPEC+?

    30:00 - Energy Demands of AI & Grid Limitations

    32:50 - Gilbeault throws cold water on new pipeline, says we have enough already

    35:41 - Bill to create ‘Britain’s Orsted’ GB Energy passes parliament

    41:09 - Doug Sheridan: A Texas-Sized Circus omnibus the ERCOT Grid

    43:37 - David Blackmon: House Republicans look to end some of Biden's madness

    45:57 - Despite surging power demand, gas-fired power faces manufacturing constraints that could limit near-term growth

    47:33 - Can Britain's neighbors help it keep the lights on?

    52:12 - The UK’s Green Energy Transition Faces Critical Slowdown Amid Growing

    53:45 - Republicans have one last chance to kill the “Green New Scam” subsudies forever

    55:00 – Global Turbine Shortages & GE Vernova Monopoly

    57:00 – Final Thoughts

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    59 分
  • Big Oil Companies Mergers, Or are they Moving?
    2025/05/12

    Mounting speculation surrounds a potential BP-Shell mega merger and the growing likelihood that one or both oil giants may relocate to the U.S. amid hostile UK energy policies. With the UK conducting an oil war like California's Gavin Newsom, will BP and Shell merge? Or will they both move to the United States? This is a huge national security issue for the UK, and could potentially be a win for the U.S.

    You won't want to miss this conversation with David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley.

    Highlights of the Podcast

    00:00 - Introductions

    01:40 - BP-Shell Merger Rumors

    06:43 - Strategic Value & Potential Relocation

    09:35 - Potential U.S. Buyers & Synergies

    14:30 - BP’s History of Setbacks

    20:49 - Would BP Move HQ to the U.S.?

    25:52 - Wrap-Up on Mergers

    29:03 - Quebec ‘will not invest in Lion Electric,’ announces Minister Frechette

    33:05 - US opposes ‘dangerous’ anti-fossil fuel policies at global summit

    35:59 - Study: Extended Interconnection Queue Times Plague Wind, Solar

    38:14 - One of Warren Buffett's Last Big Bets Is Souring

    41:02 - Oil prices post weekly gains on US-China trade talk optimism

    42:54 - UK government okays solar PV farm in East Yorkshire

    44:06 - TikTok vs defence: Europe faces a reckoning over the allocation of energy

    47:04 - China approved 10 new nuclear reactors bringing their grid to 68 upon completion

    48:57 - Can the UK avoid the Spain blackouts? or are they doomed?

    54:00 - Final Thoughts & Humor

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    1 時間 1 分
  • Net Zero's Spanish Blackout - Special Guest Kathryn Porter
    2025/05/05

    In this episode of Energy Realities, energy expert Kathryn Porter of Watt-Logic joins David Blackmon, Tammy Nemeth, and Stu Turley to break down the Spain and Portugal blackout and what it reveals about the vulnerabilities in Europe’s power grid. From root causes to policy missteps, the panel explores how the push for Net Zero may be impacting grid stability and what needs to change. Don’t miss this episode it’s a must-watch for anyone concerned about the future of energy and grid reliability.

    Highlights of the Podcast

    00:00 - Introduction

    03:15 - What Happened in Spain?

    07:50 - Grid Design Problems

    12:00 - Cross-Border Dependencies

    18:30 - Misaligned Policies vs. Engineering Reality

    23:40 - Gas and Dispatchable Power Still Needed

    28:30 - Demand-Side Measures and Smart Grids

    33:50 - Media Misunderstanding and Energy Illiteracy

    38:10 - The Cost of Poor Planning

    43:15 - Insights on Resilience Planning

    48:50 - Energy Market Design and Capacity Markets

    55:40 - Final Thoughts on Net Zero and Realism

    01:01:30 - Wrap-Up

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    1 時間 5 分
  • Lawfare In Energy - Energy Realities Podcast w/ Special Guest David Zaruk
    2025/04/28

    How much do you think the Climate Activists cost you personally? Is it just when they block a road, or is it when they raise oil, gas, and electricity prices? We have the international team from Bulgaria, Texas, the UK, and Canada ready to discuss this expensive topic with David Zaruk. We have Tammy Nemeth, Irina Slav, David Blackmon, and Stu Turley prepared for a great start to your week.

    Highlights of the Podcast

    00:01 - Introductions

    02:15 - Climate Lawfare Strategy

    06:00 - La Jolla Playbook and Tobacconization of Oil

    10:58 - Activist Science and Ethical Concerns

    14:33 - Ideological Capture in Academia

    16:22 - Legal Battles: Oil Companies Fight Back

    20:05 - Foundation Money Behind Activism

    24:17 - Lack of Transparency in NGO Funding

    27:54 - Why Billionaires Fund Climate Activism

    31:37 - Carbon Attribution Studies and Lawfare Tactics

    36:31 - Grid Instability and Poor Risk Management

    45:02 - Alberta suffers collateral damage from tariff ‘blast radius,’ with delay of Dow's $9B megaproject

    46:14 - The Conservative Leader said Canada must make a change if it wants to avoid a dark future of a hellscape where people will have nothing

    47:59 - Trump, Burgum Move to Cut Energy Project Permitting Time to 28 days

    48:55 - EPA head demands answers from company putting sulfur dioxide into the air to address global warming

    51:08 - World Bank eyes energy financing options, holds fast on equality issues

    52:09 - Vestas warns wind industry is falling behind global climate goals

    53:35 - Study: California Gas Prices Driven by Policy Not Profiteering

    54:44 - WSJ writes, Germany spends hundreds of billions on green energy, but the share of wind and solar falls

    55:53 - RWE stops all US offshore wind activities due to political climate

    58:02 - Closing Thoughts

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    1 時間 1 分
  • The Dark Realities of Wind Energy
    2025/04/21

    The world is finding out about the "Dark Realities of Wind Energy." We are now receiving reports, and the truth is coming to light. You will not want to miss the Energy Realities podcast episode with David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley. We are live on LinkedIn, X, and YouTube on Monday morning at 8:00 Central U.S. time. We have a great time answering comments and questions from the live viewers each week.

    Highlights of the Podcast

    00:01 - Introductions

    02:00 - Irina Slav on Grid Instability

    06:49 - Tammy Nemeth on UK Wind Strategy

    10:00 - LNG Contracts & Europe's Shift

    12:25 - Chinese Involvement & Grid Security

    15:54 - Europe's Nuclear Power Plants Are Being Sidelined by Green Power Surge

    19:09 - Offshore Wind in the U.S. Halted

    24:25 - Wildlife Harm from Wind Turbines

    27:26 - Morocco-UK Energy Cable Critique

    30:46 - Wind Turbines & Local Climate Impact

    35:27 - U.S. Wind Turbine Reclamation Crisis

    40:05 - Carbon Offsets as Future Wind Revenue

    44:28 - ASK YOUURSELF! - Can Canada Endure, or Afford, Carney’s Costly Climate Vision That Risks Another “Lost Liberal Decade” of Economic Stagnation? - Tammy Nemeth and Ron Wallace

    46:02 - Chasing the wind: The value of wind generation in a low-emission nuclear and hydro-dominant grid - the case of Ontario

    47:56 - Interior Announces Eleventh National Outer Continental Shelf Oil and Gas Leasing Program

    48:37 - Trump Officials Weigh Earth Day Move Against Green Groups

    51:14 - Europe's power firms lift emissions as clean output falls

    57:25 - To Be or Not to Be - Russian LNG Revisited

    59:15 - Clean Energy Projects in the United States have been lost in the wind to the tune of $8 Billion - But how much cheaper will our electricity?

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    1 時間 1 分