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. 4 小時前

    China v. America on Rare Earth and Critical Energy Minerals

    You won’t want to miss this live discussion from the Energy Realities team on China v. the US in the Critical Mineral market control that is getting global attention. China has been taking additional steps to control supply in various ways, and we will cover how the Trump administration is looking to secure key sources of critical minerals. With David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley. As China tightens its grip on rare earth and critical energy minerals materials vital to modern technology and defense systems, the Energy Realities team dives deep into what this means for the global economy and Western energy security. From supply chain dominance and environmental resistance to national security implications and policy failures, this discussion unpacks the strategic challenges the U.S. and its allies now face. We had a great discussion, and Stu brought up the fact that General Flynn had pointed out last week, when they were recording the podcast, that we all need to get involved and not sit on the sidelines anymore. The fact that we stood by and let our country get this bad is something we need to take to heart and take action locally. That episode with General Flynn is releasing tomorrow morning. President Trump is going to get the critical mineral issue figured out, and we need to encourage Secretary Zeldin to get after regulatory reform before it is too late. We only have months, not years, to get the ore-refining capacity moving, and we will probably see wartime investments and action from the Trump administration. Highlights of the Podcast 00:11 – Introduction 03:00 – China’s Global Influence and U.S. Response 04:16 – Warnings Ignored: The West’s Missed Opportunities 06:50 – Environmental Barriers to Mining 08:11 – The Irony of Green Resistance 12:03 – National Security and Supply Chain Risks 19:01 – Political Compromise and Chinese Influence in the West 23:09 – Useful Idiots and Ideological Alignment 26:56 – Political Incompetence in the West 30:00 – Call for Action: Building Domestic Capacity 32:17 - Nations Rallied To Stop the 1970s Oil Crisis. It’s Time To Do The Same For Critical Minerals 34:45 - Carney's dead end for Alberta oil 37:31 - Foreign Billionaire Pours Millions Into U.S. Politics to Push Radical Green Agenda 38:35 - China v America on Rare Earth and Critical Energy Minerals  38:46 - Ferrari slashes 2030 electric car plan in half  42:43 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions  43:24 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling 44:23 - Greenpeace Threatens Crown Estate With Offshore Wind Lawsuit 45:26 - European Union and energy  49:46 – Climate Litigation and Political Hypocrisy 50:59 – Closing Remarks

    52 分鐘

  2. 10月6日

    Fear and Loathing in the Net Zero Camp

    You don’t want to miss this episode of the Energy Realities Podcast with the International Team from the UK, EU, and the US. We have Dr. Tammy Nemeth, Irina Slav, Stu Turley, and David Blackmon. We will be covering the latest updates in Net Zero, like the reports that the Net Zero Banking Alliance has voted to cease operations. Is this yet another fallout from the Trump UN Speech? This episode dives into the unraveling of the Net Zero movement—from Europe’s industrial collapse and green energy failures to the hypocrisy behind corporate “greenwashing.” It explores how political shifts, financial pushback, and the realities of energy demand are reshaping the global sustainability agenda. With insights from across continents, it exposes the widening gap between climate idealism and energy realism. Germany’s industrial Collapse is legendary, and the number of jobs lost due to deindustrialization is estimated between 300,000 and 400,000. The number of companies that left or shut down due to increased energy costs is staggering. Examining the financial impact of Net Zero on Germany’s GDP is remarkable, and Dr. Tammy Nemeth raised a point that the EU is considering revising or redefining GDP as a measure of financial stability. If you can have a growing economy, redefine the normal fiscal definitions. For the full article check out: Has Net Zero Cost Germany Its Top Spot in Manufacturing? Highlights of the Podcast 00:13 - Introduction 03:03 - The Net Zero Movement’s Bad Year 07:05 - Economic Decline Across Europe 12:15 - The “Blessing of the Ice Block” 15:02 - Germany’s Industrial Collapse 20:28 - The Meat Industry and “Protein Craze” 25:25 - Greenwashing and Forced Compliance 30:09 - Political Pushback in Europe 32:40 - Mark Carney’s Shift From Climate-Change Warrior to Fossil-Fuel Cheerleader 35:44 - Minister Hodgson announces $22M for Quebec battery innovation 38:32 - UN, Nature Declare War on GDP With Their ‘Doughnut of Prosperity’  39:34 - Net-Zero banking alliance folds after mass exodus by members 42:05 - Italy's economic woes have a climate upside, for now 43:51 - California’s solar and battery combo packs a transformational punch  48:07 - Update on the Chevron Refinery in California - A national security disaster just got worse as a possible drone strike 50:56 - AI computing demand: An additional 55 GW of power capacity required globally by 2030 55:15 - Lighthearted Closing

    1 小時

  3. 9月29日

    The UN and Climate Week Experience the Trump Effect

    What a week at the UN. They were expecting a climate and green energy rally, but they got President Trump going off the teleprompter and delivering some Energy Realities that were more like a shark in a tidal pool filled with fish that could not escape. Buckle up and enjoy the global impact of the Presidential speech at the UN General Assembly. In this week’s episode of The Energy Realities Podcast, hosts Stuart Turley, David Blackmon, Dr. Tammy Nemeth, and Irina Slav for a lively discussion on the “Trump Effect” that shook the UN and Climate Week. From the broken teleprompter moment to Trump’s fiery critique of global climate policies and migration funding, the panel dives deep into how his remarks exposed the contradictions of the green agenda. Packed with sharp analysis, humor, and hard truths, this episode reveals how political theater at the UN became a reality check for the global climate establishment. Personally, I think that we should defund the UN and throw them out of the United States. There is more than enough evidence that they have used USAID money against our country. Highlights of the Podcast 00:00 - Opening & Introductions 02:23 - Trump’s UN Speech Breakdown 05:39 - Trump’s Speaking Style & Confidence 08:30 - Energy Transition and Economic Realities 11:16 - The UN’s Climate Contradictions 12:11 - Socialist Roots of Climate Policy 12:54 - OPEC+ and Climate Irony 14:20 - Trump Calls Out the UN on Migration 16:36 - NGOs, Migration, and Global Funding 18:11 - Humor & Hard Truths 19:46 - The Desperation of Climate Week Messaging 22:02 - Shifting the Climate Narrative 23:21 - The Language of “Affordable Clean Energy” 27:04 - EV Hype and Market Realities 29:09 - The Brief - China’s empty promises on the road to Belem 31:02 - UN Assembly: PM Carney Speaks of Sustainability Summit 32:27 - Increasing tree size across Amazonia 34:05 - Energy Dept. adds ‘climate change’ and ‘emissions’ to banned words list 36:11 - New report projects $95 future breakeven price for US shale oil  42:10 - Why Advertisers Are Returning To Big Oil Despite Net-Zero Pledges 44:56 - US climate groups reframe the green pitch around energy costs  48:21 - Chinese lithium battery system took down South Korean intelligence agency, and Texas has 1200 of these installed 49:30 - U.S. Presses India: Cut Russian oil imports or watch trade deal slip away - Could be bad for the U. S. Dollar  55:42 - Global Governance, Free Speech & Resistance 58:59 - Final Thoughts & Wrap-Up

    1 小時

  4. 9月22日

    IEA hypocritical about-face, and market impacts

    You won’t want to miss the global team of podcasters covering the IEA walking back its stances on oil and the huge impacts on international markets. David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley from all parts of the globe dig into why the IEA has reversed course, the pressures behind its changing forecasts, and what it means for energy security, global markets, and investment strategies. With sharp analysis and candid debate, the panel highlights the growing tension between political aspirations and real-world energy demand and what it all means for the future of reliable power worldwide. We had a critical part that I cut out, and we covered the Energy Bad Boys article “Rising Natural Gas Costs Make Wind and Solar more expensive.” Take a look at this one 5-minute section in which we cover the additional costs to the grid. This was from the Energy Bad Boys Substack, and when you look at the new technologies for natural gas, the cost goes even lower. Compared to the figures shown in “The Baseload Solar Beatdown,” the 50 percent solar plus battery storage levels are 15 percent higher, using higher capital cost and fuel prices for the natural gas backup generation. Additionally, we presented the cost of combined cycle natural gas at the highest capital cost and fuel price from above. The graph below shows prices are higher in every other portfolio mix, as well, even though a higher use of solar will require less natural gas for load balancing than the 50 percent scenario. Electricity costs from natural gas power plants are rising, as the rise in capital costs for new natural gas plants constitutes a 70 percent increase in the LCOE of these plants, and a potential rise in fuel costs could push these prices higher. But wind and solar advocates should be careful what they wish for, as higher prices for natural gas power plants and fuel make their own preferred generation portfolios, which are reliant upon natural gas for reliability, more expensive. Rising prices for power generated by gas turbines make these portfolios less competitive with existing coal and nuclear plants for the foreseeable future. Thanks for reading Energy Bad Boys! Highlights of the Podcast 00:01 - Introductions 01:58 - IEA’s “Hypocritical” About-Face 07:44 - Drivers Behind the IEA Shift 14:58 - Investment, Demand, and Market Impacts 23:31 - Energy Transition Challenges 36:04 - Environmental Trade-Offs & Security Risks 39:06 - Closing Thoughts on IEA 42:04 - Broader Geopolitics & Market Forces 46:35 - Pentagon Hails Restart Of Critical Minerals Mine In Idaho 47:21 - DAVID BLACKMON: Geoengineering Is Real, And It’s Spectacular 49:39 - Greenpeace USA unveils giant “bill” with the economic damages brought on by five major oil and gas companies at NYC Climate Week 51:41 - Could higher US power prices give solar an edge? 54:36 - California faces a self-created oil and gas crisis. Lawmakers should consider these next steps. 56:52 - Official Response to Canada and BC’s approval of Ksi Lisa’s LNG project through Haida Territorial Waters 59:19 - Wrap-Up

    1 小時

  5. 9月15日

    The Truth about Wind Farms - With Meghan Lapp

    Meghan Lapp has been at the forefront of the Wind Farm Turbulence and issues on the East Coast, and she was just on the Ingram Angle discussing the problems with the offshore wind farms. You won't want to miss this opportunity to ask David Blackmon, Tammy Nemeth, Irina Slav, Stu Turley, and our special guest, Meghan Lapp, about the problems being kept from the public. Some real safety issues are not being covered. In this episode, we take a deep dive into the hidden impacts of offshore wind projects from threats to marine life and fisheries, to navigation risks, radar interference, and even national security concerns. Meghan shares first-hand insight into how these projects are reshaping the East Coast and why the public deserves to know more. Great job, Meghan! She is a national treasure and has been tirelessly working to protect our fishing and offshore industries from the overreach of our prior adminstration’s horrific implementation. Highlights of the Podcast  00:01 - Introduction 03:39 - Status of Offshore Wind Projects 09:59 - Legal Oversight & Environmental Concerns 15:59 - Marine Life & Migration Routes 20:25 - National Security Issues 25:02 - Wildlife “Take” Permits 29:21 - Oil & Gas vs. Wind Development 35:56 - Europe’s Offshore Wind Experience 42:53 - U.S. Navy Concerns 46:51 - Financial Struggles of Orsted 49:00 - Next Steps 52:36 - UPDATED: Carney unveils first wave of national infrastructure: Still no pipeline 53:22 - Lion Electric school buses cleared to gradually return after fire scare, company says 54:40 - Key agency sticks to its guns on peak oil demand 55:29 - Short-Term Energy Outlook 56:22 - Orsted to sell shares at 67% discount in $9.4 billion rights issue 58:09 - US urges EU to ditch Russian oil and gas faster 59:12 - OPEC still sees tight oil market despite supply increases

    1 小時 1 分鐘

  6. 9月8日

    China's SCO Meeting and the Power of Siberia 2 Pipeline

    You won't want to miss this wild discussion of the Shanghai Cooperation Organisation (SCO) summit, and the natural gas pipeline deal between China and Russia, just approved. The Power of Siberia 2 pipeline is set to reshape global energy markets, with President Putin announcing that all natural gas once destined for the EU will now flow to Asia. In this episode, David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley unpack what this means for Europe’s energy future, U.S. LNG exports, and the broader geopolitical balance. From energy security and sanctions to shifting alliances, the panel dives into the forces driving today’s energy realities. Highlights of the Podcast 00:12 - Introductions 02:13 - SCO Meeting Insights 05:13 - Competing with IMF & World Bank 05:54 - Oil Market Debate 09:47 - Europe’s Energy Challenges 13:28 - Sanctions & China’s Strategy 15:06 - Europe’s Social Strains 18:21 - U.S. Strategic Petroleum Reserve (SPR) 21:47 - OPEC, Trump, and Oil Prices 22:19 - SCO vs BRICS 24:18 - New Development Bank Implications 27:55 - Transactional Geopolitics 30:13 - Fermeuse Energy Announces LNG Export Development in Newfoundland and Labrador Canada 32:59- AI Isn't Free. The first costs are on your bill, and more are coming  37:54 - Red State to house ‘First-Of-Its-Kind’ recycling center for used nuclear fuel  38:43 - US power capacity set for a big jump as renewable growth slows 43:25 - A China-Russia sweetheart gas deal could upset US energy exporters 46:47 - Why is China pouring billions into Brazil’s Energy and oil 52:27 - UK’s Fiscal & Energy Missteps 57:28 - Conservative Party Contradictions

    1 小時

  7. 8月25日

    Nuclear and Financing – With Paul Tice

    The world is in an energy-hungry stage, and we need nuclear, but how will nuclear be financed? The Energy Realities team, led by Author Paul Tice, has a comprehensive report on nuclear financing. In this episode, we dive into how new models could fund large-scale reactors and accelerate their rollout, while tackling the challenges that have stalled nuclear growth for decades. With sharp insights from Irina Slav, Tammy Nemeth, David Blackmon, and Stu Turley plus David in rare form fresh off vacation—this discussion brings clarity to one of the most critical debates in the global energy future. Highlights of the Podcast  00:13 – Introductions 03:06 – Executive Summary of Nuclear Proposal 06:38 – Why Nuclear Development Stalled 11:27 – Nuclear Construction Costs Worldwide 14:21 – Cost of New Nuclear Reactors Today 18:11 – Regional Shifts in Nuclear Development 22:24 – Modular Reactors (SMRs) vs. Large Reactors 29:38 – Rising Energy Costs & Grid Strain 33:25 – Nuclear in Bulgaria 40:45 – Financing Models for Nuclear 52:29 – Federal Land & State-Level Regulation 57:07 – Private Equity Role & Future Path 59:30 – Closing

    1 小時

  8. 8月18日

    How Far Will They Go to Enforce Net Zero?

    Governments are pushing harder than ever to enforce Net Zero, but what does that really mean for households, businesses, and the global economy? From court rulings on oil and gas projects to soaring energy bills and the heavy reliance on subsidies, we break down the contradictions and real-world impact of these policies. We had a lot of fun covering key points around Net Zero and hypocrisy. We also played a Lee Zeldin video that really articulated New York’s problems with Net Zero. The financial ruin of countries and states is now a pattern. There are numerous moving parts in the world of Net Zero, and we examine the current issues facing the business world concerning Net Zero and the complex regulations. Highlights of the Podcast 00:00 – Introductions 02:11 – How Far Will They Go to Enforce Net Zero? 05:41 – Scope 3 & Hypocrisy 08:03 – Windfall Taxes & Nationalization 10:35 – Economic Growth vs. Emissions 13:12 – Consumer Costs & Wind “Stilling” 15:40 – Household Emissions & Policy Contradictions 18:48 – Subsidies vs. Tax Incentives Debate 22:42 – Energy Alternatives & Iceland Example 27:44 – Lee Zeldin Clip on New York Policies 32:49 – Grid Reliability & Pricing 36:36 - BP defies Ed Miliband to reopen a North Sea oil field 37:43 - Jack Mintz: Is Canada the most European non-EU country? Let’s hope not! 42:00 - UN report finds United Nations reports are not widely read 45:29 - German offshore wind auctions draw no bids 50:38 - The global struggle to meet renewable energy goals 51:49 - UK heat wave cuts wind output, exposing power supply gaps 52:42 – Peace in Ukraine & Defense Spending 56:39 – Looking Ahead

    59 分鐘
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簡介

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

資訊

  • 創作者
    Energy Realities
  • 活躍年代
    2022年 - 2025年
  • 集數
    177
  • 年齡分級
    兒少適宜
  • 版權
    © 2022 Sandstone Group
  • 節目網站
    Energy Realities

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