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  • Net Zero and the Global Militaries Clash
    2025/04/07

    You can not buy this kind of entertainment. The global militaries are set to clash over, wait for it, Net Zero. Doubling down on energy policies will win wars and destroy total echonimies. But which ones will prevail, and which ones are going to be history? You won't want to miss Irina Slav, Tammy Nemeth, David Blackmon, and Stu Turley on this fun topic. - And yes, that cover photo includes a tank and a troop carrier next to an EV charging station with a wind turbine on top.

    Highlights of the Podcast

    00:01 - Introduction

    01:50 - U.S. Military Steps Away from Climate Initiatives

    02:30 - EU’s Net Zero vs. Rearmament Push

    05:11 - The Green Military Fantasy

    09:48 - NATO’s Net Zero Problem

    13:16 - Trump’s Tariffs & Rare Earths from China

    17:19 - It’s Not Just Money, It’s Manufacturing

    18:14 - Energy vs. Defense: Competing for Resources

    19:28 - Europe’s Defense Dilemma

    22:54 - U.S. Manufacturing & Tariff Debate

    26:01 - Corporate Profit vs. National Security

    28:18 - Can You Transition & Rearm at Once?

    30:56 - Europe's defense puts a fresh twist on steel, growth engine of old

    31:42 - Opinion: We need to hear political candidates’ views on the globalist vision for 2050

    33:51 - Washington Update From the US Oil & Gas Association

    33:59 - Trump Can Have ‘Drill, Baby, Drill’ or $50 Oil, But He Can't Have Both

    37:39 - UK floats plan for joint European fund to ‘stockpile’ weapons

    39:24 - EU exploring weaker 2040 climate goal

    42:55 - Panama Canal is about to heat up

    43:54 - Pennsylvania’s Coal Industry Crumbles As Plant Closures Mount

    44:12 - Report: States With The Highest Energy Prices Mandate Renewables, Cap-and-Trade Policies

    50:12 - SpaceX vs. Blue Origin & Celebs in Orbit

    55:03 - Oil Price Predictions & Global Energy Demand

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    58 分
  • Energy Will Find A Way - Activist shareholders: good or bad?
    2025/03/31

    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

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    59 分
  • Net Zero is Dividing the World
    2025/03/24

    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

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    1 時間 1 分
  • How Will the Trump Tariff War Impact Oil and Gas?
    2025/03/17

    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

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    1 時間
  • The Collapse of the Green Revolution
    2025/03/10

    We are seeing startling trends worldwide, and our special guest today is an author and energy speaker, Robert Bryce. We have so much to cover, and he is an incredible Substack with information. Join Tammy Nemeth, Irina Sav, David Blackmon, and Stu Turley as we cover some of the most critical issues facing the energy market this year. We are live on X, YouTube, and LinkedIn.

    Highlights of the Podcast

    00:12 - Introduction

    00:49 - Is the Green Revolution Collapsing?

    01:54 - Local Opposition to Wind & Solar

    03:11 - Texas and Green Hydrogen Collapse

    05:15 - BP’s Shift Away from Green Energy

    08:20 - Future Waste Crisis from Renewables

    11:23 - Osage Wind Farm Dismantlement

    18:11 - Financial Incentives Driving Renewables

    22:00 - Infrastructure Delays & Grid Risks

    28:13 - UK's Energy Crisis & LNG Dependence

    34:54 - The UK's Net Zero economy isn't booming

    33:14 - Lawmakers Announces Plan To Build Next-Generation Coal-Fired Plant in Wyoming.

    36:42 - BP cancels HyGreen Teesside hydrogen project amid green energy scale back

    37:36 - Energy Again Atop Trump's Mind in Speech to Congress

    39:19 - UK government looks at allowing oil and gas production via adjacent fields as it bans new licenses.

    42:08 - Europe Falters on Exiting Russian Gas, Sending Prices Plunging

    44:25 - PBS Pushes Climate Doom, Ignores Real Data Debunking Global Warming Hysteria

    45:38 - Canada’s Final US Energy Tariff Warning to Donald Trump - “A Snow Mexican Stanoff”

    50:01 - Canada’s Energy Policies & Political Shifts

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    58 分
  • Will the CO2 as a pollutant definition change effect global energy?
    2025/03/03

    The world is changing, and today, the Energy Realities team from Bulgaria, UK, Canada, and Texas talk about some sweeping changes in the United States and how they may impact the global energy markets. While we joke that the world revolves around the US or Texas, it does bring up some huge global budget and energy-impacting policies. David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley open the discussion around global energy issues that are changing. - This will be live on X, YouTube, and LinkedIn, and you will enjoy the live comments worldwide. Live Monday, March 3rd at 8:00 Central Texas.

    Highlights of the Podcast

    00:10 - Introduction

    02:00 - Main Topic: CO2 as a Pollutant & Its Global Energy Impact

    14:00 - Legal & Political Implications of Changing CO2 Classification

    21:00 - Carbon Taxes & Financial Incentives

    30:08 - Want to side of CO2 with that? Better food labels help us choose more climate-friendly foods

    32:36 - Gwyn Morgan: Build east-west pipelines? We were doing that, remember?

    38:03 - Natural Gas Surges to Meet Data Center Power Needs

    41:17 - EU struggles to balance its green and growth goals

    44:19 - Climate policy requires a more realistic approach

    49:42 - Can Germany Revive Its Industry Without Cheap Energy?

    50:37 - Killing IRA Subsidies Will Slash Debt, Lower Costs, And Restore Reliable Energy

    55:00 - Wind Turbine Industry & Future Bankruptcy Concerns

    01:00:00 - Closing Remarks

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    1 時間
  • What is the future of BRICS?
    2025/02/24

    With significant changes facing the world right now, what is the future of the BRICS Movement? David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley will discuss the key issues surrounding the BRICS live on X, LinkedIn, and YouTube on Monday at 8:00 Central US time. With a unique group of Energy Experts from around the world, we have a fresh perspective on energy. You will want to join the fun and ask questions along with the regular attendees.

    Highlights of the Podcast

    00:14 – Introduction

    02:03 – Overview of BRICS & Recent Expansions

    04:15 – Impact of U.S. Policies on BRICS

    08:35 – BRICS as a Trade Organization

    14:16 – Russia’s Role in BRICS & Energy Influence

    17:13 – China’s Belt & Road vs. BRICS

    23:32 – Saudi Arabia’s Potential BRICS Membership

    27:14 – Brazil’s Upcoming Elections & BRICS Future

    30:56 – Turkey’s Interest in BRICS & Energy Strategy

    35:13 - Energy Secretary Ed Miliband recruits Extinction Rebellion cheerleaders to government roles to help push through costly agenda

    39:55 - ICYMI: Trump Cancels U.S. Participation in IPCC

    42:19 - Oil Companies Urge Trump to Retain 45V the Hydrogen Credit

    46:44 - Power sector trends reveal widening divide between EU and Russia

    47:26 - Europe seeks to replace imported Russian fertilizers with local manure

    53:19 - AGDC: market interest in Alaska LNG continues to rise

    54:30 - Redrawing of global energy markets map set to heap benefits on US

    1:00:50 – Closing Thoughts

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    1 時間 1 分
  • Is the war on coal over?
    2025/02/18

    You do not want to miss this episode of the LIVE Energy Realities Podcast on LinkedIn, X, and YouTube. David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley host a wild topic that we secretly had on our Bingo Cards: "Is the War on Coal Dead?" With the world needing more power, we are seeing a shift toward more coal use worldwide. What kind of realignment is happening? - Make sure you stop by and ask the team questions as they are from the U.S., Bulgaria, Canada, or the UK.

    Highlights of the Podcast

    00:11 – Introduction

    02:26 – Coal's Resilience Amid Energy Transition

    05:20 – Coal's Role in Global Energy Supply

    10:00 – Germany’s Energy Crisis & Global Coal Plant Expansion

    13:40 – U.S. Power Grid & ERCOT’s Energy Shortfall

    18:00 – China’s Record Coal Expansion in 2024

    23:00 – Energy Transition: Myth vs. Reality

    30:10 – U.S. LNG Exports & Trade Strategy

    35:30 - DOGE: Reuters Paid Millions by DoD for ‘Large Scale Social Deception’

    37:18 - Diamondback in Talks to Buy Permian Producer Double Eagle

    38:02 - Exclusive: India’s NTPC plans to spend $62 billion on 30 GW of nuclear power, sources say

    38:33 - Trump, Zeldin, Looking to Challenge the EPA’s Ability to Regulate Plant Food as a Pollutant

    42:37 - Google says US is facing a power capacity crisis in AI race against China

    44:07 - Why upstream companies might break their capital discipline rules

    49:10 - ERCOT’s latest projections show potential problems for Texas power grid by 2027

    53:11 - Trump to boost U.S. offshore oil and gas with new energy dominance council

    55:00 – Final Thoughts: The Future of Energy Policy

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    58 分