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In Episode 101 of " The Energy Question" South African energy expert Hugo Kruger is back for a return engagement. In this episode David Blackmon interviews Hugo about current energy happenings in South Africa and across the Global South.
Enjoy!
Higlights of the Podcast
00:40 - A wealth of information
01:15 - The second largest circulation in the country
03:34 - The government is choosing who's going to win
05:06 - The flagship companies for these countries
08:14 - The insurance costs on to the poorest households
10:17 - The U.S. and all these gas
11:23 - The system is so complex
13:56 - The U.S. you still have the fluctuating rates
16:32 - The highest intensity of coal use in CO2
18:11 - The most flexible meter method
20:52 - The Cape of Good Hope
24:21 - A democracy that's doing the right decisions
25:23 - The Russian supply away from the Germans
27:03 - The message they sending to Europe
28:04 - The presidential elections
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In Episode 100 of " The Energy Question" Michelle Manook, CEO of FutureCoal, discusses the organization's mission to represent all aspects of the coal value chain and the need for responsible energy policies. The conversation covers topics like the importance of baseload power, the impact of shipping disruptions on the coal industry, and the challenges of transitioning to renewable energy sources. Manook emphasizes the importance of factual, non-emotional discourse in shaping energy policy and invites engagement with FutureCoal through its website and LinkedIn page.
Highlights of the Podcast
00:48 - FutureCoal: Membership and mission
02:59 - Demand for coal being driven by developing nations
03:40 - Energy Security, reliability and affordability are critical
04:21 - The Energy Trilemma is not solved, contrary to popular belief
06:49 - The Global South is firmly focused on energy reliability, affordability and security
08:22 - The enormous cost of the transition
11:36 - What a new modern coal plant actually does in terms of emissions
14:49 - The conversation around energy in general
15:43 - Responsibility in the power generation space
18:14 - The energy debate lacks facts
20:48 - Shipping disruptions
23:02 - The nature of coal players
24:24 - The future coal platform
27:52 - Current technology
29:03 - Challenging the notion of what is responsible policy, investment, etc.: How do we define reposibility?
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Saknas det avsnitt?
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In Episode 99 of "The Energy Question" David Blackmon interviews the great Tom Nelson, one of the finest debunkers of climate-related disinformation working today, and co-producer of Climate: The Movie.
Highlights of the Podcast
00:26 - Climate The Movie
05:09 - Bad weather
06:09 - CO2
07:05 - Climate change
08:28 - Clean Power Plan
11:27 - Whole idea in California
12:33 - The electric vehicles industry
15:47 - Goal of the climate alarm movement
19:54 - The climate scam
20:44 - Unabated coal fired power plants
23:17 - Climate crisis
23:57 - Cloud seeding in Dubai
25:07 - Hertz
27:44 - The US was way worse in the 70s than now
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In Episode 98 of "The Energy Question" Gifford Briggs the Gulf Coast Regional Director for the American Petroleum Institute (API). David Blackmon discuss various topics including Briggs' role at API, the oil and gas industry in the Gulf Coast region, carbon capture and sequestration initiatives in Louisiana, offshore leasing challenges, state-specific issues, and hurricane preparedness. Briggs highlights API's coordination efforts with emergency management officials and the industry's commitment to safety and energy supply during hurricane season.
Highlights of the Podcast
00:45 - The American Petroleum Institute API
03:13 - The Louisiana oil and gas industry
04:43 - A tremendous cross-section of what's happening in the industry
07:06 - A tremendous service industry in south Louisiana that's worked offshore
13:53 - Oil and natural gas to other sources of energy
15:43 - The EPA in advance their regulatory and legislative frameworks
20:58 - The public was demanding electric vehicles right now
25:45 - The companies and the emergency management people
27:48 - The efforts of state associations
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In Episode 97 of "The Energy Question" Chris Wright, CEO of Liberty Energy, discussing the role of energy in society, the challenges of the energy transition, and the implications of climate policies. Wright shares insights from his company's "Bettering Human Lives" report, challenging conventional narratives on climate change and advocating for a fact-based approach to energy discourse. The conversation touches on topics like the shale revolution, property rights, and the potential consequences of current energy policies. Wright encourages engagement in public dialogue and provides resources for further exploration of these complex issues.
Highlights of the Podcast
01:11 - Liberty Energy
03:28 - The shale revolution
05:56 - Great American gifts
08:07 - Report
11:03 - An achievable goal
13:13 - Germany's giant industrial powerhouse
14:36 - Major energy crisis
18:21 - The climate crisis
23:17 - Let's be honest
26:38 - The shrinkage in exploration spending
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In Episode 96 of "The Energy Question" David and Doug delve into the future of nuclear energy, exploring its potential to meet growing power demands while addressing climate concerns. They discuss the industry's challenges and opportunities, emphasizing the need for policy support and public perception shifts to drive its adoption
Highlight of the Podcast
01:10 - Douglass Robinson's background
04:59 - The Nuclear Regulatory Commission
07:29 - Best in the nuclear world in the oil and gas
08:47 - First advanced nuclear reactor facility
10:16 - The reactor
13:17 - The safety record of the of the nuclear industry in the US
17:11 - A request for information
19:25 - ESG
22:07 - The Texas Energy Fund
23:53 - Clean air capture
25:15 - What would happen with nuclear if Trump wins this election in November?
30:17 - Three things happening
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In Episode 95 of "The Energy Question" Interviews Rye Barcott Marine Captain and founder of With Honor Action, a group aiming to promote bipartisanship in Congress. They discuss the decline of veteran representation in politics, the impact of polarization on governance, and strategies for fostering cooperation across party lines. Barcott highlights the importance of trust-building activities and the need for bipartisan approaches to address critical issues facing the nation.
Highlights of the Podcast
01:29 - Bipartisanship in the US Congress
03:39 - For Country Caucus
05:01 - Background in military service
06:31 - About their organization
09:45 - Simple kind of fact in human nature
10:44 - One of the things that has happened in Congress
11:26 - One of the reasons why we focus on veterans
14:05 - Real impact in the ability of members of the Congress
16:42 - Major world issues
19:21 - The Ukrainian frontline units
21:38 - The right type of people in office
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In Episode 94 of "The Energy Question" podcasts the oil and gas industry, featuring guests like Karr Ingham from the Texas Alliance of Energy Producers. In a recent episode, they explored the Texas Petro Index, economic impacts, and technology advancements. They emphasized the industry's significance in Texas, and discussed regulatory challenges, government policies, and concerns about initiatives like the Green New Deal.
Highlights of the Podcast
01:18 - The purpose of the Texas Petro Index
04:59 - State revenue taxes from the oil and gas industry
08:22 - The global LNG powers
08:48 - Where the index stands right now
09:52 - The all time high of the Texas Petro
11:35 - Ne all time production records
13:38 - T benefit of the American people
15:37 - One of the key reasons for Texas success
17:22 - What's happening at the Alliance
20:30 - The Eagle Ford
22:21 - One of the very most effective voices for our industry in Texas
23:23 - The only Texans organization that directly plays in DC.
27:19 - Pieces of legislation from decades ago
29:23 - About the extraordinary economic impact of the industry in Texas
34:53 - The Texas Alliance of Energy Producers
35:53 - The great doctor Walter Williams
37:26 - The essence of trade and free trade and energy trade
38:47 - The Green New Deal
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In Episode 93 of "The Energy Question" podcast, David Blackmon interviews Dan Naatz, the Chief Operating Officer of the Independent Petroleum Association of America (IPAA), and Mallori Miller, the Vice President of Government Relations at BP. They discuss the challenges faced by the domestic oil and natural gas industry, including regulatory issues, the impact of federal policies on small producers, and the importance of advocacy. Knotts and Miller emphasize the need for regulatory certainty and encourage energy voters to stay informed about industry-related issues.
Highlights of the Podcast
02:13 - The big independent producers in the United States
03:19 - About the fact that IPAA is in a large way
05:30 - Part of the challenge in Washington
07:01 - The industry in Washington
09:57 - A big piece of the advocacy in IPAA
11:31 - The mature in Wyoming
14:08 - How many legislative days are left on the congressional calendar as it is today?
16:09 - The industry's independent producers
18:19 - The Washington Post Editorial
19:29 - The administration that's a frustration
21:23 - The impact on local economies
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In episode 92 of "The Energy Question," Stuart Turley and Doug Sandridge discuss the importance of nuclear energy in addressing global energy needs and climate change. They highlight the support from oil and gas executives for nuclear energy and share experiences advocating for it. The conversation emphasizes the necessity of diverse energy sources to meet growing demand and ensure sustainability. The episode concludes with a call to action for listeners to engage politically and financially in supporting energy solutions like nuclear power.
Highlights of the Podcast
02:29 -The Declaration of Oil and Gas executives
03:14 - The policy positions of all of the Democrat candidates for president
04:12 - The hurdles to net zero carbon emissions
05:07 - The Indian Point nuclear power plant in New York
06:01 - One of the foremost nuclear advocates in the country
07:44 - Spain just announced they're going to shut down the rest of their nuclear power plants
08:05 - Interviewed Grace Stanke
10:46 - The biggest funders of the Democratic Party
10:55 - The good news
11:39 - Nuclear folks in California
13:13 - The Wall Street Journal
16:06 - Germany to protest nuclear war
17:07 - Oil and gas executives
20:27 - Texas nuclear is a solid
22:34 - The EV charging hospital
23:35 - The United States
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In Episode 91 of The Energy Question, David Blackmon talks with Dr. Robert Brooks, the CEO of RBAC.
RBAC is the market leading supplier of global and regional gas and LNG market simulation systems. These systems provide industry analysts powerful tools for supporting investment and M&A strategy, environmental and sustainability goals, credible risk analysis, trading strategy and policy development and assessment. RBAC's products and expertise help companies go beyond the narratives and hype to identify the opportunities and define the risks inherent in the uncertainties of energy transition using reality and fact-based fundamentals and analysis.
Enjoy.
RBAC Website: www.rbac.com
Highlights of the Podcast
02:34 - Energy market simulation systems
05:14 - The company provides software products to the energy industry
07:47 - G2M2 Global gas market model
09:19 - The global LNG markets
15:22 - The transit agreement on Russian gas pipelines across Ukraine
18:35 - The resilience of the market
20:58 - Real major impact on the industry
24:07 - Southeast Asia could grow
27:39 - The U.S. domestic delivery system for natural gas
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In episode 90 of The Energy Question Podcast, David Blackmon catches up with Genevieve Collins, Texas State Director at Americans for Prosperity.
Highlights of the Podcast
00:55 - The Texas legislative session
03:25 - Americans for prosperity
05:06 - Unleashing American Energy
07:34 - The permitting process
11:27 - Real opportunity for innovation
15:06 - The problem for nuclear
17:23 - When Texas is energy dominant, America's energy abundant
17:42 - Genevieve Collins' outlook on this election this year?
22:52 - The illegal immigration situation at the border
27:47 - The story in the promise of Texas
In this episode, Genevieve gives us an update on her organization's current activities, including a new initiative it calls "Unleashing American Energy."
Enjoy.
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In Episode 89 of The Energy Question, David Blackmon talks with S&P Global Vice Chairman Daniel Yergin, author of "The New Map," "The Quest," and "The Prize."
Highlights of the Podcast
01:06 - Ceraweek this year
01:27 - The energy industry
03:50 - The Return of Energy Security
06:13 - Russia's invasion of Ukraine
07:15 - The world's largest exporter of LNG
09:37 - Russian gas had a competitor
11:29 - Prime Minister Modi of India
14:17 - EVs in the United States
15:20 - The whole energy transition question
16:34 - The American automobile makers other than Tesla
19:10 - Tesla might never have happened
21:16 - Disadvantage Chinese cars
23:09 - The Houthi rebels in Yemen
24:09 - The amount of Atlantic Ocean
26:08 - Guyana and Suriname developments
27:04 - A multi-dimensional energy transition
In this episode, Dan provides a preview of the upcoming CERAWeek conference in Houston, and also gives us his views on the following major topics of the day:
- The vital importance of the maintenance of energy security in the US and globally;
- Reasons why developing nations insist on continued, growing reliance on fossil fuels;
- The status of the energy transition;
- The importance of US LNG, and the potential impacts from the Biden decision to "pause" permitting of new export facilities;
- The situation in the Middle East and its impacts on oil supplies, trade routes and prices;
- And more.
Enjoy!
Books by Daniel Yergin: https://www.amazon.com/stores/Daniel-Yergin/author/B000APBBPI?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true
Dan's piece on Energy Security: https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-return-of-energy-security
CERAWeek Home Page: https://ceraweek.com/about/index.html
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In Episode 88 of The Energy Question, David Blackmon interviews energy expert Dr. Tammy Nemeth, who writes and talks about energy issues from her dual homes in Canada and the UK. Tammy and David are also podcasting partners on the Energy Realities Podcast, along with Stu Turley and Irina Slav.
Highlights of the Podcast
3:00 - the Wind Industry's ongoing grift in the UK
6:00 - the UK Labor Party's plans to nationalize the power grid
7:30 - David goes on a rant about the Texas grid
8:30 - Tammy discusses the problems heavy EVs pose to guardrails, roads and bridges
11:00 - Total global price tag of the energy transition
15:00 - Siemens demand for more subsidies from governments for Big Wind
16:00 - Solar producers also making similar demands
16:40 - Are wind and solar really "cheap"?
18:00 - How free and fair elections are incompatible with a planned, subsidized energy transition
21:00 - Are we headed towards a society based on 'corporate socialism'?
24:20 - Impacts of climate policies on farming;
27:00 - Why is UK trending to the Labor Party when the rest of Europe is trending conservative?
32:30 - Trudeau's relationship with John Podesta
Tammy's website: www.thenemethreport.com
Tammy at X: @thenemethreport8187
Tammy at LinkedIN: T Nemeth
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In Episode 87 of The Energy Question, David Blackmon is joined by Stu Turley in a live interview from the floor of the NAPE conference with the great green chicken we all know and love as Doomberg for discussion about current events in the energy space.
Highlights of the Podcast
2:00 - Cogent Analysis review. Doomberg looks back at reasons why the US hasn't entered into a recession.
5:30 - Doomberg talks about the importance of regulatory and legal certainty for energy investors.
7:30 - US has set production records for oil, gas, and refining runs during the Biden years.
9:00 - How new Biden regulatory actions will impact the US business climate - will carbon emissions go down?
12:50 - China's role in energy markets and coal/oil consumption and use.
14:00 - Doomberg discusses the P7 - the largest population countries outside the G7.
15:10 - Malthusian thinking in the climate movement.
16:50 - Unintended consequences from bad public policy moves.
18:20 - Why Peak cheap oil is a myth.
20:00 - A "sea of cheap hydrocarbons" have saved the US from recession.
21:40 - Germany going back to natural gas after retiring all its nuclear.
22:30 - Prospects for hydrogen.
24:30 - Carbon tax unlikely for the US.
25:30 - Wind industry teetering on the brink?
28:00 - Renewable/EV policies are luxuries of the wealthy.
32:15 - Doomberg views on low rig count/record production phenomenon.
Enjoy!
Doomberg on Substack: Doomberg.Substack.com
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In Episode #86 of The Energy Question Podcast, David Blackmon interviews acerbic, brilliant energy analyst and writer Irina Slav.
In this episode, David and Irina talk about the current state of the ESG movement and relate that to its impacts on the progress of the energy transition.
Irina's Substack: irinaslav.substack.com
Irina at OilPrice.com: https://oilprice.com/search/tab/artic...
Enjoy!
Sponsorships are available or get your own corporate brand produced by Sandstone Media.David Blackmon LinkedIn
DB Energy Questions
Energy Transition Absurdities Substack
The Crude Truth with Rey Trevino
Rey Trevino LinkedIn
Energy Transition Weekly Conversation
Irina Slav LinkedIn
Armando Cavanha LinkedIn
ENB Top News
ENB
Energy Dashboard
ENB Podcast
ENB Substack
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In Episode 85 of The Energy Question, David Blackmon interviews Todd Snitchler, President and CEO of the Electric Power Supply Association (EPSA).
David and Todd cover the landscape of what is happening with the US power grid this winter, including a discussion about the ability of the Texas grid to get through the sever cold snap that hit the state in mid-January. They also discuss the need for more dispatchable thermal capacity to enhance grid reliability, and why an expansion of nuclear capacity will be needed to achieve net-zero climate goals.
You can contact Todd at the association's website, www.EPSA.org.
David also published a piece at Forbes following this interview here: https://www.forbes.com/sites/davidbla...
Enjoy!
Sponsorships are available or get your own corporate brand produced by Sandstone Media.David Blackmon LinkedIn
DB Energy Questions
Energy Transition Absurdities Substack
The Crude Truth with Rey Trevino
Rey Trevino LinkedIn
Energy Transition Weekly Conversation
Irina Slav LinkedIn
Armando Cavanha LinkedIn
ENB Top News
ENB
Energy Dashboard
ENB Podcast
ENB Substack
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The Energy Question Episode 84 Hugo Kruger
In Episode 84 of the Energy Question Podcast, David Blackmon interviews energy analyst Hugo Kruger, one of the foremost experts writing and commenting on the energy situation in South Africa today.
Enjoy.
Sponsorships are available or get your own corporate brand produced by Sandstone Media.David Blackmon LinkedIn
DB Energy Questions
Energy Transition Absurdities Substack
The Crude Truth with Rey Trevino
Rey Trevino LinkedIn
Energy Transition Weekly Conversation
Irina Slav LinkedIn
Armando Cavanha LinkedIn
ENB Top News
ENB
Energy Dashboard
ENB Podcast
ENB Substack
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The Energy Question Episode 83 Christopher Messina, CEO of Tanbreez
In Episode 83 of The Energy Question, Christopher Messina, CEO of rare earth metals mining company Tanbreez, returns for an update on the status of the company's project at the Tanbreez mine in Southwest Greenland.
Enjoy.
Tanbreez Website: www.tanbreez.com
Thank you to USOGA for Sponsoring the Energy Question!
Sponsorships are available or get your own corporate brand produced by Sandstone Media.David Blackmon LinkedIn
DB Energy Questions
Energy Transition Absurdities Substack
The Crude Truth with Rey Trevino
Rey Trevino LinkedIn
Energy Transition Weekly Conversation
Irina Slav LinkedIn
Armando Cavanha LinkedIn
ENB Top News
ENB
Energy Dashboard
ENB Podcast
ENB Substack
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The Energy Question Episode 82 - Energy Writer and Expert Robert Bryce
In Episode 82 of The Energy Question, David Blackmon spends half an hour with Robert Bryce, one of the finest energy writers and analysts working today.
Enjoy.
Robert Bryce Substack: robertbryce.substack.com
Books by Robert Bryce: https://www.amazon.com/s?k=robert+bryce&crid=2IGHHJ5J3E73J&sprefix=robert+bryce%2Caps%2C129&ref=nb_sb_noss_1
Thank you to USOGA for Sponsoring the Energy Question!
Sponsorships are available or get your own corporate brand produced by Sandstone Media.David Blackmon LinkedIn
DB Energy Questions
Energy Transition Absurdities Substack
The Crude Truth with Rey Trevino
Rey Trevino LinkedIn
Energy Transition Weekly Conversation
Irina Slav LinkedIn
Armando Cavanha LinkedIn
ENB Top News
ENB
Energy Dashboard
ENB Podcast
ENB Substack
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