Energy Realities

Energy Realities
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After 94 Episodes of the Energy Transition, the name was changed to Energy Realities. No holds barred, and physics and humanity matter. The gang has fun, and listeners can engage with the team on the weekly live broadcast. Contact any of the hosts to ask questions, and check to see if you would be a great fit to be a guest on the show. Hosted by: Armando Cavanha, Energy Thought Leader, Podcast Host, Curitiba, Parana, Brazil Contact on Twitter @cavanha Tammy Nemeth, International Energy Thought Leader, Podcast Host, UK, Canada @thenemethreport Irina Slav is an international author for oil prices, substacks, and others, writing about energy, mining, and geopolitical issues. Bulgaria Contact on Twitter @SlavEnergy David Blackmon is the principal at DB Energy Advisors, an energy author, contributing author for Forbes, and podcast host. Contact on Twitter @EnergyAbsurdity Stu Turley, CEO, Sandstone Group, Podcast Host Energy News Beat https://energynewsbeat.co/ @STUARTTURLEY16

  1. Europe's Energy Implosion

    4D AGO

    Europe's Energy Implosion

    Europe's Energy Implosion is looming, and it seems like they are making all of the wrong decisions. What was once the poster child for Green Energy is now the hallmark of deindustrialization and fiscal collapse. You won't want to miss this episode of the Energy Realities Podcast with David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley. We will be live on X, LinkedIn, and YouTube on Monday, February 16th at 7:00 AM Central US. The main topics and themes discussed in this Podcast include: 1. The energy crisis and deindustrialization in Europe: - The European Union's policies around net-zero emissions and their impact on heavy industries like chemicals, steel, and manufacturing - The contradiction between the EU's net-zero goals and the need for energy-intensive defense capabilities - The risk of companies moving production out of Europe due to high energy costs 2. The geopolitics of energy: - The EU's dependence on Russian energy and the implications of the Ukraine war - The potential for the EU to resume buying Russian gas and oil after the war - The role of the United States as an LNG exporter and the EU's efforts to diversify its energy sources 3. The governance and decision-making in the European Union: - The centralization of power in the EU and the erosion of national sovereignty - The use of financial leverage by the EU to enforce its policies on member states - Concerns about the EU's undemocratic tendencies and manipulation of elections 4. The climate change debate and policy: - The fixation on CO2 emissions reduction as the primary environmental priority - Critiques of the EU's "emissions mania" and the regulatory overreach in the name of climate action - The role of carbon credits and emissions trading schemes 5. The broader context of policy failures and unintended consequences: - Examples of failed policies and initiatives in the automotive and energy sectors - The lack of foresight and consideration of unintended consequences by policymakers - The disconnect between rhetoric and reality in the implementation of policies The Energy Realities team talks about environmental policy, highlighting the complexity and contradictions within the European Union's approach to these issues. **1. Europe's Energy Crisis and Deindustrialization** The conversation focuses heavily on how the EU's net-zero emissions policies are creating severe economic consequences. Heavy industries—chemicals, steel, and manufacturing—are facing unsustainable energy costs and are relocating production outside Europe. There's a fundamental contradiction highlighted between pursuing aggressive net-zero goals while simultaneously needing energy-intensive defense capabilities. **2. Geopolitics of Energy** We explore Europe's complex energy relationships, including: - Historical dependence on Russian energy and the implications of the Ukraine war - Speculation about whether the EU might resume purchasing Russian gas and oil post-war - The US role as an LNG exporter and Europe's efforts to diversify energy sources **3. EU Governance and Sovereignty Issues** A critical theme is the centralization of power within the EU and erosion of national sovereignty. The discussion covers: - How the EU uses financial leverage to enforce policies on member states - Concerns about undemocratic tendencies and manipulation - The tension between central EU authority and member state independence **4. Climate Policy and Environmental Regulation** The transcript critiques the EU's approach to climate action, including: - An alleged fixation on CO2 emissions reduction as the sole environmental priority - "Emissions mania" and regulatory overreach in climate policy - The role and effectiveness of carbon credits and emissions trading schemes **5. Policy Failures and Unintended Consequences** A recurring theme is how policies in automotive and energy sectors have failed to achieve their intended goals, with policymakers lacking foresight about broader consequences and a disconnect between policy rhetoric and real-world implementation. Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/ For David Blackmon https://blackmon.substack.com/ For Tammy Nemeth https://thenemethreport.substack.com/ For Irina Slav https://irinaslav.substack.com/ Key Chapters: 02:39 New trading blocs based upon Energy Policies 04:46 Net Zero and the EU 11:02 The US can get along without the EU market 15:51 EU control is financial 17:55 Gaslighting at its finest 22:14 Is the EU going to buy Russian Gas after the end of the Ukraine War? 31:26 Great chart at the EPA on historical air quality 45:42 Pay to Pllay in the UK

    1 hr

  2. FEB 9

    China’s Evolving EV Monopoly

    In the rapidly transforming landscape of global energy and transportation, China’s grip on the electric vehicle (EV) sector has become a dominant force. With control over critical supply chains, particularly batteries, China is reshaping the industry through aggressive strategies that blend state support with market tactics. This dominance, however, comes at a cost—raising alarms about fair competition and the survival of auto industries in regions like Canada, the UK, and the EU. Meanwhile, scandals within China’s own market expose vulnerabilities, contrasting sharply with Tesla’s pivot toward a tech-driven future. As we examine these dynamics in early 2026, the implications for energy security and automotive innovation are profound. The main topics discussed in this Podcast are: 1. The challenges facing the electric vehicle (EV) industry, particularly the struggles of Western automakers to compete with Chinese EV manufacturers. Speakers discuss the significant financial losses and write-downs reported by major automakers like Stellantis, Ford, and GM in their EV divisions. 2. The potential for China to dominate the global EV market due to factors like lower production costs, government subsidies, and vertical integration of the supply chain. Speakers express concerns about Western countries becoming overly dependent on China for EVs and related technologies. 3. The policy decisions and government interventions in various countries that are shaping the EV market, such as emissions regulations, EV mandates, and subsidies. Speakers critique the effectiveness and unintended consequences of these policies. 4. The broader geopolitical and economic implications of the shift towards EVs, including the potential impact on domestic manufacturing, energy security, and trade relationships. Speakers discuss how the EV transition is tied to larger issues like de-industrialization, dependence on foreign suppliers, and the competition between the US, China, and other powers. 5. The role and responsibility of corporate leaders and executives in the EV transition, with some speakers criticizing the lack of pushback and advocacy from automakers against government policies that undermine their competitiveness. 6. The potential political and economic disruptions that could arise from the EV transition, including the possibility of regime changes, trade disputes, and realignments of global alliances and power dynamics. 02:33 What is going on in the EV markets?  03:30 Western Car companies vs China  06:01 Write downs on EV losses 09:02 EU car companies losing money even with subsidies  11:21 Clown show in US car companies  14:39 Deindustrialization as a plan implemented through Net Zero policies  20:21 Subsidies will lead to collapse  21:28 Supply Chains  27:13 Carbon taxes, grid failures, and how?  41:31 Defence Manufacturing with Net Zero  51:51 CBAM is another tipping point  56:41 OPEC and the future of oil pricing Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/ For David Blackmon https://blackmon.substack.com/ For Tammy Nemeth https://thenemethreport.substack.com/ For Irina Slav https://irinaslav.substack.com/

    1h 1m
  3. Natural Gas: Shifting Markets Challenge the 'Bridge Fuel' Narative

    FEB 2

    Natural Gas: Shifting Markets Challenge the 'Bridge Fuel' Narative

    Boy it was a lively group on the comment sections of the Energy Realities live Podcast. The discussion of natural gas is only the beginning. We need to have an honest discussion about relooking at the grid. We need wind, solar, and storage to pay for reliability, and I even feel that they should pay for the additional wear and tear on natural gas and coal turbines that must cycle to enable wind and solar to generate, thereby costing consumers millions. The podcast with Irina Slav, David Blackmon, Tammy Nemeth, and Stu Turley is always entertaining, and today we had lively comments from regular listeners and even some troglodytes. The main topics discussed in this Podcast are: 1. The role of natural gas as a vital fuel, not just a “bridge fuel”, especially during extreme weather events in Europe and Texas. Speakers emphasize that natural gas was crucial for keeping people warm and the grid stable during recent cold snaps. 2. Criticism of the over-reliance on intermittent renewable energy sources like wind and solar, which failed to perform when needed most during the extreme weather. Speakers argue this has led to higher costs for consumers. 3. The challenges facing nuclear power development, with concerns that it is not being built fast enough to replace retiring nuclear plants and provide reliable baseload power. 4. The potential for using cleaner coal technology and the importance of maintaining coal power plants as a reliable baseload source, especially in regions lacking sufficient natural gas infrastructure. 5. Discussions around energy policy, subsidies, and the impacts on consumers, with speakers arguing that the push for renewable energy has led to higher utility bills. 6. Geopolitical issues related to Europe’s reliance on Russian natural gas and the need to diversify supply, including increased LNG imports from the US. A shout-out to our own The Electric Grandma Merideth Angwin, as we mention her several times. We strongly recommend purchasing her book, and we need her to lead the effort to plan how the grid should be built. Best Quotes for the Day!Here are some of the most interesting and impactful quotes from the transcript: 1. “Gas is here to stay because people need it, especially in winter. They will be needing it in summer as well when it will be hot and we’ll need air conditioning. So yeah, that’s what I wanted to say. We have to forget this whole bridge-fuel story.” - Irina Slav 2. “If you just force the developers to ensure against real retirement costs at the end of life, which means digging up those foundations and retiring them, because we’re just, we’re condemning millions of acres of arable lands in the United States to build these damn windmills that will never be usable again. And that’s because there’s no requirement for proper retirement. If there You wouldn’t Nobody would invest in it.” - David Blackmon 3. “In Texas, most people don’t realize that both the Texas and California grids and then many other grids throughout the country afterwards were modeled by, They were created by Enron and Kinlan. The Texas legislature deregulated our market in 99 and 2001 sessions and adopted the Enron model for our grid. We never had blackouts prior.” - David Blackmon 4. “If you just put more capacity on. Capacity, who cares? You could have a thousand solar panels, but they don’t operate at night when it’s freezing. You could a thousand windmills that don’t operate when it’s calm, cold and calm. So what good does it do when it not there when you need it?” - Dr. Tammy Nemeth 5. “We have now as rate payers in Texas paid to build two separate power grids in Texas. We’ve got this virtue signaling power grid for the politicians to brag about. That’s wind and solar and batteries that fails when we got a weather emergency. And then we’ve got the conventional grid made up mainly of natural gas.” - David Blackmon Irina Slav International Author writing about energy, mining, and geopolitical issues. Bulgaria Irina Slav David Blackmon Principal at DB Energy Advisors, energy author, and podcast host.Principal at DB Energy Advisors, energy author, and podcast host. David Blackmon Tammy Nemeth Energy Consulting Specialist The Nemeth Report Stuart Turley President and CEO, Sandstone Group, Podcast Host

    1h 2m
  4. Davos 2026 - The Fall out On Energy

    JAN 26

    Davos 2026 - The Fall out On Energy

    You won't want to miss this episode of the Energy Realities Podcast with Stu Turley, Irina Slav, Tammy Nemeth, and David Blackmon as we unpack the wild Davos 2026 World Economic Forum meetings and their impact on Energy. We were live on X, YouTube, and LinkedIn at 7:00 am Central US from Texas, Bulgaria, and the UK. The main topics discussed in this Podcast are: 1. The World Economic Forum (WEF) summit in Davos, Switzerland:   - Highlights of the event, including Mark Carney's speech which was seen as critical of the United States   - Discussions around the failure of the net-zero emissions push and the admission by German Chancellor Olaf Scholz that the green energy transition is not working as planned 2. The geopolitical and economic implications of Canada's potential trade agreements with China:   - Concerns about Canada undermining its trade relationship with the United States   - Potential job losses and economic impact on Canada if the U.S. imposes tariffs in response   - Allegations of China's involvement in illegal activities in Canada 3. The performance and challenges of energy grids, particularly in Texas and Europe:   - The resilience of the Texas power grid during the recent winter storm, compared to the 2021 outages   - Issues with the integration of renewable energy sources like wind and solar into the grid   - Europe's struggles with natural gas storage levels and the high cost of LNG imports 4. Criticism of progressive policies and regulations, particularly in Canada and the United States:   - Concerns about government overreach, censorship, and infringement on individual freedoms   - The role of organizations like the World Economic Forum in promoting these policies The pannel provide detailed analysis and commentary on these key topics, drawing on their expertise and personal perspectives. 04:29 Net Zero Push has failed 09:15 Canadian Problems 11:08 Key points at Davos from the Trump Administration - Global plans don't work 19:23 Quebec built a new interconnect with New England 20:10 "Only Stupid People use Wind Power" - Trump 22:44 Nine European countries proudly announced offshore wind 24:29 Texas Grid 25:23 Meredeth Angwin - Author Shorting The Grid 26:18 Chancleor Mertz admitting that regulations and net zero are catastrophic for business. 29:11 Trade deal with India and the EU 31:54 China has 5 illegal police stations operating in Canada 43:56 Scott Bessent hits it out of the park. Irina Slav International Author writing about energy, mining, and geopolitical issues. Bulgaria Irina Slav David Blackmon Principal at DB Energy Advisors, energy author, and podcast host.Principal at DB Energy Advisors, energy author, and podcast host. David Blackmon Tammy Nemeth Energy Consulting Specialist The Nemeth Report Stuart Turley President and CEO, Sandstone Group, Podcast Host

    59 min
  5. Electrification - Can the Grid Cope? - Kathryn Porter's Report from Watt-Logic

    JAN 19

    Electrification - Can the Grid Cope? - Kathryn Porter's Report from Watt-Logic

    Kathryn’s report “Electrification - can the grid cope?” has taken the world by storm.On the Energy Realities podcast today, with David Blackmon, Dr. Tammy Nemeth, and Stu Turley, we have an eye-opening discussion about the UK's totally horrific energy policies. Irina Slav was unable to attend this week’s podcast. Just to tee up the next interview with Kathryn, she has another one on the UK’s oil and gas markets rolling out next month, and we have already asked for her to hop on the Energy Realities or Energy News Beat podcast. The report by Kathryn Porter at Watt-Logic delves into whether the UK's electricity grid can handle this transition, especially amid reliance on intermittent renewables like wind and solar. The analysis highlights stalling deployment due to high costs, grid constraints, and reliability issues, while drawing parallels to similar policies in the European Union and "blue" states in the United States. As I often emphasize, understanding these dynamics is crucial for consumers bearing the financial brunt. The main topics discussed in this podcast are:1. The state of the UK power grid and the challenges it faces due to electrification and the retirement of legacy power generation assets. Catherine Porter, an energy consultant, discusses her recent report on this topic. 2. The potential issues with the UK’s gas grid and pipeline infrastructure as North Sea gas production declines. This could lead to gas shortages during peak demand periods. 3. The political and policy landscape in the UK, including the role of the Labour party under Keir Starmer and the rise of new political movements like Reform UK. There is discussion around the disconnect between government policies and the ability to implement them effectively. 4. The broader themes of deindustrialization, the economic challenges facing the UK, and the impacts on ordinary citizens, particularly those from lower-income backgrounds. 5. The debate around the motivations and ideological drivers behind the UK’s energy and climate policies, with differing views on whether this is driven by genuine beliefs or a hidden agenda to control people’s lives. Here is the link to the full Report: I highly recommend connecting with Kathryn on her LinkedIn here: https://www.linkedin.com/in/kathrynporter26/ https://theenergynewsbeat.substack.com/p/electrification-can-the-grid-cope Irina Slav International Author writing about energy, mining, and geopolitical issues. Bulgaria Irina Slav David Blackmon Principal at DB Energy Advisors, energy author, and podcast host.Principal at DB Energy Advisors, energy author, and podcast host. David Blackmon Tammy Nemeth Energy Consulting Specialist The Nemeth Report Stuart Turley President and CEO, Sandstone Group, Podcast Host

    1h 2m

  6. JAN 12

    US Withdrawal from the IPCC - With special guest Tom Nelson

    This is a huge story, with great implications for the United States, but not so much for UN climate funds. Tom Nelson is a great friend to the Energy Realities podcast, a movie producer, and a podcast host. He will bring some fun insights to this huge story. Buckle up as Dr. Tammy Nemeth, Irina Slav, David Blackmon, and Stu Turley pile in to have some fun on this great start to a new year. The main topics discussed in this Podcast are: 1. The United States' withdrawal from various UN and international organizations, conventions, and treaties, particularly those related to climate change. This includes the United Nations Framework Convention on Climate Change, the IPCC, and other climate-related institutions. 2. The implications and potential impacts of the US withdrawal from these organizations, with differing views expressed. Some see it as a positive development that will undermine the "climate change scam", while others are concerned it will reduce US influence and participation. 3. The debate around the role and validity of climate science, with some participants strongly criticizing the IPCC and climate change narratives as being unscientific, alarmist, and driven by political and financial agendas rather than facts. 4. The discussion of alternative energy sources, with participants expressing support for fossil fuels, nuclear power, and criticizing the push for renewable energy like wind and solar as impractical and ineffective. 5. Broader geopolitical and ideological themes, including the perceived links between climate change activism, globalism, and communism, as well as the idea of a "global reset" and shifting power dynamics. 6. The impact of events like the COVID-19 pandemic in shaping public skepticism towards expert consensus and government policies related to climate change. Check out Tom Nelson's Substack https://tomn.substack.com/ Time Stamps: 05:01 Tom Nelson spending 50 trillion dollars on wind and solar 26:13 David Blackmon CO2 is plant food 30:52 Tom Nelson CO2 has never been the climate control knob 31::34 Irina - you can call them cultists 40:03 Stu Turley: Countries begging for Trump to capture their leaders 43:32 Clean Coal , Nuclear 44:38 Dr. Tammy Nemeth - More CO2 when dinosaurs were around Irina Slav International Author writing about energy, mining, and geopolitical issues. Bulgaria David Blackmon Principal at DB Energy Advisors, energy author, and podcast host.Principal at DB Energy Advisors, energy author, and podcast host. Tammy Nemeth Energy Consulting Specialist Stuart Turley President and CEO, Sandstone Group, Podcast Host

    1h 2m

  7. JAN 5

    Energy Trends in 2026 - And we are starting off with Venezuela, EVs and CBAM

    The Energy Realities team of David Blackmon, Irina Slav, Dr. Tammy Nemeth, and Stu Turley kicks off 2026 with a bang! This is a wild ride, and we are off to the Energy Realities Races in 2026. 00:00 Introduction 02:09 Dr. Tammy Nemeth looks to kick off energy trends in Canada and Oil markets 05:00 David Blackmon Venezuela 06:29 Irina Slav - Common Sense 09:34 David - Battery Advancements 11:18 Stu Turley - batteries must be recyclable, and it will take Billions to get Venezuelan oil moving 14:57 If North Korea, Democrats, or Republicans who allegedly took money grumble, it means you're on the right track. 15:26 Trillions spent on the energy transition, only to have higher costs 22:07 EVs and Norway 30:55 Corporate Sustainability Due Diligence Directive 34:33 Orsted and Equinor 43:26 Climate action faces key tests 1. Energy trends and outlook for 2026:   - The impact of the situation in Venezuela on the global oil market and Canada's oil exports   - The European Union's Carbon Border Adjustment Mechanism (CBAM) and its expansion to more industries   - Challenges facing the energy transition, such as the viability of new battery technologies and the reliability of renewable energy sources like wind and solar 2. Geopolitical and economic issues:   - Tensions between the US, Canada, and the EU   - Concerns about corruption and fraud in China's electric vehicle industry   - The potential impact of the US taking action in Venezuela on Chinese investments in South America 3. Energy policies and their effects:   - The differences in electricity prices and affordability between Democratic-led and Republican-led states in the US   - The unintended consequences of renewable energy policies, such as increased electricity costs for consumers 4. Specific energy-related news and developments:   - Legal challenges by offshore wind companies against the US government's suspension of offshore wind projects   - The decline in oil prices in 2025 and OPEC's efforts to manage the resulting glut The transcript covers a wide range of energy-related topics, from geopolitics and policies to technological developments and market trends, providing a comprehensive discussion of the key issues facing the energy sector in 2026. Irina Slav International Author writing about energy, mining, and geopolitical issues. Bulgaria David Blackmon Principal at DB Energy Advisors, energy author, and podcast host.Principal at DB Energy Advisors, energy author, and podcast host. Tammy Nemeth Energy Consulting Specialist Stuart Turley President and CEO, Sandstone Group, Podcast Host

    58 min

  8. 12/15/2025

    2025 Year in Review - the End of the Transition - and what to expect in 2026

    We had a great discussion with David Blackmon, Irina Slav, and Tammy Nemeth, who tried to join in but had a little spotty connection. 01:19 2026 Predictions 03:24 Dark Fleet Tankers filling up in Venezuela 04:48 Naval Assets in the Caribbean Sea and Panama 21:43 ExxonMobil cutting investments in low-carbon solutions 26:51 The world is healing The main topics discussed in this podcast are: 1. Sanctions and their effectiveness (or lack thereof): The discussion covers how sanctions, particularly those imposed on Russia and Venezuela, have not had the intended impact on the oil and gas markets. 2. The energy transition and its challenges: The Energy Realities team analyzes the failures and "dead ends" of various clean energy technologies and initiatives, such as fuel cells, green hydrogen, and sustainable aviation/shipping fuels. 3. Geopolitics and trade blocs: There is discussion about the shifting global trade dynamics, with mentions of the potential for the U.S. to align more with India, China, Russia, and Japan, rather than the G7 countries. 4. The oil and gas industry: The gang analyzes trends in the oil and gas sector, including the pivot of major oil companies away from renewable investments and towards data centers, the potential for regime change in Venezuela, and the impact of subsidies on the solar and wind industries. 5. The economic and political landscape: Topics include the state of the U.S. economy, the popularity of the Trump administration, and the challenges faced by the EU in addressing the energy crisis. Check out the full transcript https://theenergynewsbeat.substack.com/ Or https://energynewsbeat.co/ Got Taxes? https://energynewsbeat.co/invest/

    1h 2m
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Ratings & Reviews

5
out of 5
3 Ratings

About

After 94 Episodes of the Energy Transition, the name was changed to Energy Realities. No holds barred, and physics and humanity matter. The gang has fun, and listeners can engage with the team on the weekly live broadcast. Contact any of the hosts to ask questions, and check to see if you would be a great fit to be a guest on the show. Hosted by: Armando Cavanha, Energy Thought Leader, Podcast Host, Curitiba, Parana, Brazil Contact on Twitter @cavanha Tammy Nemeth, International Energy Thought Leader, Podcast Host, UK, Canada @thenemethreport Irina Slav is an international author for oil prices, substacks, and others, writing about energy, mining, and geopolitical issues. Bulgaria Contact on Twitter @SlavEnergy David Blackmon is the principal at DB Energy Advisors, an energy author, contributing author for Forbes, and podcast host. Contact on Twitter @EnergyAbsurdity Stu Turley, CEO, Sandstone Group, Podcast Host Energy News Beat https://energynewsbeat.co/ @STUARTTURLEY16

Information

  • Creator
    Energy Realities
  • Years Active
    2022 - 2026
  • Episodes
    191
  • Rating
    Clean
  • Copyright
    © 2022 Sandstone Group
  • Show Website
    Energy Realities

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