With the Just Stop Oil crew claiming victory and shutting down their protests, did they win? Or is there something to the rumor that people are waking up to the realities of energy? This week, David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley will cover that and several other topics that are changing in real time.

Highlights of the Podcast

00:12 - Introduction & Investor Discussion

05:45 - ESG Investing Impact on US Oil Industry

07:44 - UK Windfall Tax & Political Impact

10:25 - Managed Transition Strategy

14:22 - OPEC+ Supply Easing & Global Market Impact

15:35 - US-Russia Relations & Ukraine Conflict

18:21 - Oil Pad Visit & Investment

20:21 - Elliott Management’s ESG-Agnostic Strategy

24:29 - House Judiciary Report on ESG Activism

27:26 - How Russia and China are seizing on Canada's carelessness in the Arctic

33:02 - Labour launches net zero crackdown on boats

36:58 - Opinion: Is Mark Carney ‘Canada first’ or net zero first?

40:21 - Five Energy Transition Lessons for 2025

41:26 - Commentary: US LNG exporters could hit methane snag in Europe.

45:55 - Peak Permian? Geology and Water Says We're Close

46:13 - How cheap is Russian natural gas via pipeline compared to LNG imports

48:50 - Most Polls: Most Voters Prioritize U.S. Energy Independence Over Climate Fight

53:30 - Green Policies & Clean Coal Technology

56:27 - Exporting Nuclear Energy as a Service

We are seeing some notable trends in the energy and finance markets. Energy Policies and laws incorporating the Net Zero mandate from governments have started breaking into two camps. Countries that are heading to Net Zero are having more financial problems, and those that are not moving to Net Zero are focusing on increased GDP and growth. You won't want to miss the Energy Realities team from Bulgaria, the UK or Canada, and the US as they cover these trends. The hosts, David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley, have great information from different viewpoints and backgrounds.

Highlights of the Podcast

00:11 - Introduction

02:12 - Net Zero and Global Division

08:31 - Heathrow Power Outage & Net Zero Failures

14:14 - Corporate Shift Away from Net Zero

21:14 - Carbon Border Adjustment Mechanism

24:12 - Media Censorship & Throttling of Net Zero Discussion

33:27 - Carney Defends Carbon Strategy, Say Trade With Europe, Asia Dependent on It

36:48 - Ed Miliband admits his solar panels bought for English schools and hospitals are Chinese and may be made using coal

43:08 - Banks picking sides

44:24 - The Fossil Industry Gets Its Revenge on Green Activists

47:07 - The Business Case for Green Energy

47:21 - Tesla’s Electric Dream Collapses As Carmaker Possibly Enters A Blackberry moment

51:58 - The UK’s Heathrow Power Outage sheds light on Net Zero Policies

53:05 - Trump,Zelensky Talk Cease-Fire Conditions in Phone Call - US Looks at Nuclear Power Plant ownership

55:20 - Global Energy Strategies & U.S. Policy Impacts

You won't want to miss this episode of the Energy Realities Podcast, where the panel discusses the Trump Tariff wars and their potential impact on energy, oil, and gas. A global reshaping of the financial trade system is underway. What impact will the tariffs have on oil and gas production or even gasoline prices?

Tammy Nemeth, Irina Slav, David Blackmon, and Stu Turley all pile into the podcast to discuss this HUGE issue. Live from Bulgaria, the United States, Canada, or the UK, you will be able to ask the panel questions live. Streamed on X, YouTube, and LinkedIn at 8:00 on March 17th.

Highlights of the Podcast

00:11 - Introduction

02:00 - Topic Introduction: How Will the Trump Tariff War Impact Oil and Gas?

04:51 - Media Sensationalism on Tariffs

06:49 - Understanding the Purpose of Tariffs

10:07 - Tariffs and the Great Depression Parallels

11:27 - Media Misunderstanding of Trump's Trade Strategy

14:14 - Hypocrisy of EU Trade Policies

19:25 - Challenges of Competing with China

23:36 - Canada’s Role in the Tariff Dispute

29:14 - Unpredictability of Trump's Tariffs

31:05 - Final Consensus on Tariffs’ Impact on Oil & Gas

35:00 - Smith proves Trudeau wrong with major Japan LNG deal

36:58 - Opinion: Canada must stop delaying resource projects

40:04 - BRUTAL: OPEC Slams IEA Head Faith Birol

42:16 - E&E News Comes Over to the Dark Side at Long Last

45:14 - Saudi Aramco and big oil is on ‘wrong side of history’, says John Kerry

47:59 - British steel industry calls for help with electricity prices

49:55- Wall Street Braces for Oil in $60s Range on Tariff, OPEC+ Risks

51:43 - Canada has identifies five offshore wind areas in Nova Scotia

53:50 - Russia-Ukraine War & Geopolitical Energy Impacts

55:05 - EU War Machine & Defense Industry Expansion

59:30 - Closing Remarks