The Energy Impacts with David Blackmon

David Blackmon
  • 5.0 (7)
  • BUSINESS NEWS
  • UPDATED WEEKLY

Discussions are a two-way street. This podcast is for all sides to have an open forum and share their opinions on fossil, renewable, nuclear, and all things energy.

  1. 12/12/2025

    The Oil and Gas Global Markets Update with Wasif Latif, Co-Founder, President and CFO of Sarmaya Partners

    Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme. 2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years. 3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected. 4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals. 5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term. 00:00 Intro Return to Tangibles 01:11 ETF LENS is by Sarmaya Partners 03:35 Is the world oversupplied with oil 06:10 Geopolitical Risk to Oil 07:09 Shale Boom and Break-even for Oil 10:06 Companies looking for exploration locations 11:38 Policy impacting prices 16:58 Market Cycles 20:21 Markets like Copper 23:42 Global Markets and deindustrialization 27:15 Grid complexities of AC vs DC 28:56 Renewables impact on Energy 37:30 Investing and day trading 41:45 Recycling and Copper 48:20 Nuclear and AI Follow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/ Check out https://sarmayapartners.com/ Check out the Substack: https://sarmayakar.substack.com/ Check everything David Blackmon on Blackmon.substack.com

    55 min
  2. Doomberg Late Britan A decisive moment approaches for the United Kingdom.

    11/25/2025

    Doomberg Late Britan A decisive moment approaches for the United Kingdom.

    Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg 01:56 Doomberg on the UK and energy crisis 06:28 Doomberg on the Labor Party 12:01 Doomberg on the Russian-Ukrainian War 14:37 Zelensky won the election, but may not be viable in peace talks 25:39 California and Gov Newsom Energy Crisis 31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him. 38:14 US Dollar financial system and the petro dollar 43:13 Global debt 45:54 Secretary Chris Wright 53:41 Doomberg on data centers sitting on top of power sources A special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/

    1h 1m

  3. 10/30/2025

    David Malpass, Former Head of the World Bank Group Interview

    In this episode of Energy Impacts, host David Blackmon sits down with David Malpass, former head of the World Bank Group, for an insightful discussion on U.S.–China trade relations, rare earth supply chains, and the global energy landscape. Malpass shares his perspective on rebuilding American manufacturing, the real costs of climate policies, and how energy independence will shape future economic growth. From Bill Gates’ shift on climate strategy to the critical role of nuclear power and data centers, this conversation dives deep into the policies and innovations driving the world’s energy future. Highlights of the Podcast 00:01 - Introduction 01:54 - David Malpass’ Career Journey 04:18 - Trump-Xi Trade Agreement on Rare Earths 08:02 - Agricultural Trade and U.S. Competitiveness 10:54 - Contrasting the Trump and Biden Administrations 14:14 - The U.S. Rare Earth Supply Chain Challenge 19:41 - China’s Strategic Dominance in Manufacturing 23:19 - Bill Gates’ Shift on Climate Change 28:16 - The Real Cost of Climate Policies 32:53 - Electric Vehicle Industry Pitfalls 36:51 - Building U.S. Energy Independence 42:22 - Competing with China’s Scale and Control 45:28 - ESG Investing and Policy Shifts 46:34 - The Role of Nuclear Power in Energy Security 50:17 - Data Centers Driving Energy Demand 53:47 - Closing Thoughts

    54 min

  4. 10/27/2025

    Doomberg - The Gloves are off With China

    Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg lays out the massive topic of trade wars with China, and the global impact on the fiancial markets. What are investors and consumers thinking? Highlights of the Podcast 00:01 – Introduction 01:43 – China’s Rare Earth Monopoly and Trade War Signals 07:17 – U.S. Response and Administrative Inaction 10:40 – Reactions to Global Trade Developments 14:17 – U.S. Efforts to Break Rare Earth Dependence 15:53 – U.S. Manhattan Project for Supply Chains 20:13 – Regulatory Hurdles and Mining Challenges 22:40 – Global Bifurcation and Emerging Trade Blocks 25:24 – Russia, Ukraine, and the Changing Global Order 34:13 – Media Narratives and Propaganda 38:31 – Drone Warfare and Shifting Military Power 42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry 46:08 – Europe’s Energy Crisis and Deindustrialization 53:17 – Alaska, Energy Development, and Infrastructure Delays 55:05 – Closing Thoughts and New Project Plug

    58 min

  5. 10/24/2025

    The Oil and Gas Markets Financial Update

    Josh Young from Bision Interests stops by, and we discuss with David Blackmon and Stu Turley. Numerous changes are currently occurring in the energy markets, and we sit down to discuss the political, geopolitical, and other significant developments that the investment community needs to be aware of. Highlights of the Podcast 00:01 – Introduction 00:44 – Josh introduces Bison Interests and Bison Insights 06:00 – Discussion on new oil sanctions and market effects 11:30 – Trade and tariffs – U.S., Canada, Japan relations 19:00 – Rare earths and China’s leverage 25:30 – Economic deregulation and energy demand 31:54 – OPEC, Saudi production, and spare capacity 37:00 – Russia, Venezuela, and Middle East relations 46:30 – U.S. defense, alliances, and America First debate 52:00 – Europe’s natural gas dilemma and net zero failure 59:30 – Japan’s JERA gas deal and corporate strategy 1:04:30 – Energy companies shifting away from renewables 1:07:00 – Canada, UK, and future of Western trade 1:15:30 – Tech firms buying into gas assets and energy security 1:35:33 – Episode wrap-up

    1h 36m

  6. 10/08/2025

    California Energy Crisis Brought to you by Gavin Newsom

    Mike Umbro stops by the Energy News Beat Podcast and the Energy Impacts Podcasts with Stu Turley and David Blackmon co-hosting. This is a huge issue in California for National Security. Is opening Kern County going to be enough to keep gas prices down? Is the sudden turn from Gavin Newsom enough to save the California consumer? Highlights of the Podcast 00:01 - Introduction 02:25 - California’s Policy Failures Under Newsom 03:41 - Drilling Permits and Production Challenges 05:16 - Regulatory Red Tape and Permitting Delays 07:10 - California’s Pipeline Crisis 09:28 - Oil Seeps and Environmental Misconceptions 11:37 - Refinery Closures and National Security Risks 15:38 - Import Dependence and Foreign Control 16:44 - The Best Rock, the Worst Policy 17:36 - Ignoring Science for Political Agendas 19:58 - Political Landscape 22:02 - Shutting Down Productive Oil Fields 24:58 - Hope for Change and Leadership 26:31 - Mike’s Encounter with Governor Doug Burgum 31:18 - The Root of California’s Crisis: Activist Control 33:44 - Reforming the System: IRS and Nonprofit Abuse 35:46 - The Need for Transparency and True Innovation 39:04 - America’s Energy Independence vs. China’s Influence 42:18 - California’s Solar Subsidy Myth 45:10 - Wind and Solar: Hidden Environmental Liabilities 45:59 - Lithium Battery Hazards and Waste Mismanagement 47:49 - Closing Thoughts and Call to Action

    49 min

  7. 10/03/2025

    The Oil and Gas Global Markets Financial Update

    Josh Young, Portfolio Manager at Bison Interests, stops by the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon for an in-depth look at the global oil and gas financial markets. In this powerful discussion, the trio dives into the latest developments shaping the energy landscape, from OPEC+ production strategies and Russia’s role in global supply, to California’s refinery challenges and the growing demand for natural gas driven by AI and data centers. Josh also shares valuable insights from his work at Bison Interests and Bison Insights Substack, exploring investment trends, ESG’s real impact on the energy sector, and what the future could hold for oil and gas prices. Whether you’re an investor, energy professional, or just someone wanting to understand the forces behind the markets, this episode offers a sharp, candid look at what’s next for the global energy economy. Highlights of the Podcast 00:00 – Opening & Introductions 04:08 – Bison Interests & Building Bison Insights 08:04 – Global Oil Markets & Russia’s Influence 13:14 – OPEC+ Spare Capacity Debate 20:49 – California Energy Policy & Refinery Fires 33:08 – ESG, Corporate Governance & Oil Majors 41:35 – Layoffs at Imperial Oil & Corporate Culture 44:57 – U.S. Industry Leadership & Historical Parallels 47:17 – Methane Leakage, NGOs & Policy Critique 55:01 – AI, Data Centers & Natural Gas Demand 01:02:47 – Power Generation & Gas Turbine Shortages 01:05:26 – Government Shutdown Impacts 01:10:52 – Nuclear Energy Stocks & Market Bubble 01:15:34 – Market Rally & Economic Insights

    1h 22m

  8. 09/24/2025

    Failures of the renewables transition era are insults to taxpayers

    This episode takes a closer look at what’s really behind today’s energy transition. David Blackmon talks with energy analyst Ronald Stein about why oil and refineries still matter so much from powering transportation and hospitals to producing the products we use every day. They discuss how wind and solar create electricity but can’t yet replace the thousands of items built from oil derivatives. They also touch on California’s refinery closures, the shift of energy companies to other states, and what these changes could mean for the economy and national security. With a global perspective on refining and “net zero” goals, the conversation offers a grounded look at the challenges and trade-offs of moving to renewable energy. Highlights of the Podcast 00:00 – Introduction & Background 01:30 – Energy Literacy & Products from Oil 05:40 – Refinery Closures & National Security Concerns 08:30 – Newsom Policies & Lack of Backup Plans 12:55 – Industry Migration & Economic Impact 17:30 – Aging Refineries & Offshoring 21:46 – Global Refining & Misunderstood Net Zero Goals 27:43 – Closing Thoughts & Call for Conversations

    36 min
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Discussions are a two-way street. This podcast is for all sides to have an open forum and share their opinions on fossil, renewable, nuclear, and all things energy.

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