The Energy Question

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 Podcast00:40 - 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 complex13:56 - The U.S. you still have the fluctuating rates16:32 - The highest intensity of coal use in CO218:11 - The most flexible meter method 20:52 - The Cape of Good Hope24:21 - A democracy that's doing the right decisions 25:23 - The Russian supply away from the Germans27:03 - The message they sending to Europe 28:04 - The presidential elections

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 Podcast00:48 - FutureCoal: Membership and mission02:59 - Demand for coal being driven by developing nations03:40 - Energy Security, reliability and affordability are critical04:21 - The Energy Trilemma is not solved, contrary to popular belief06:49 - The Global South is firmly focused on energy reliability, affordability and security08:22 - The enormous cost of the transition11:36 - What a new modern coal plant actually does in terms of emissions14:49 - The conversation around energy in general 15:43 - Responsibility in the power generation space18:14 - The energy debate lacks facts20:48 - Shipping disruptions23:02 - The nature of coal players24:24 - The future coal platform27:52 - Current technology29:03 - Challenging the notion of what is responsible policy, investment, etc.: How do we define reposibility?

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 Podcast00:26 - Climate The Movie 05:09 - Bad weather 06:09 - CO207:05 - Climate change08:28 - Clean Power Plan 11:27 - Whole idea in California 12:33 - The electric vehicles industry15:47 - Goal of the climate alarm movement 19:54 - The climate scam 20:44 - Unabated coal fired power plants23:17 - Climate crisis 23:57 - Cloud seeding in Dubai 25:07 - Hertz 27:44 - The US was way worse in the 70s than now 

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 Podcast00:45 - 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 energy15:43 - The EPA in advance their regulatory and legislative frameworks20:58 - The public was demanding electric vehicles right now 25:45 - The companies and the emergency management people 27:48 - The efforts of state associations 

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 Podcast01:11 - Liberty Energy03:28 - The shale revolution05:56 - Great American gifts08:07 - Report11:03 - An achievable goal13:13 - Germany's giant industrial powerhouse 14:36 - Major energy crisis18:21 - The climate crisis23:17 - Let's be honest26:38 - The shrinkage in exploration spending

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 adoptionHighlight of the Podcast01:10 - Douglass Robinson's background04:59 - The Nuclear Regulatory Commission07:29 - Best in the nuclear world in the oil and gas08:47 - First advanced nuclear reactor facility10:16 - The reactor13:17 - The safety record of the of the nuclear industry in the US17:11 - A request for information19:25 - ESG22:07 - The Texas Energy Fund23:53 - Clean air capture25:15 - What would happen with nuclear if Trump wins this election in November?30:17 - Three things happening

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 Podcast01:29 - Bipartisanship in the US Congress03:39 - For Country Caucus05:01 - Background in military service06:31 - About their organization09:45 - Simple kind of fact in human nature10:44 - One of the things that has happened in Congress11:26 - One of the reasons why we focus on veterans14:05 - Real impact in the ability of members of the Congress16:42 - Major world issues19:21 - The Ukrainian frontline units21:38 - The right type of people in office

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 Podcast01:18 - The purpose of the Texas Petro Index 04:59 - State revenue taxes from the oil and gas industry 08:22 - The global LNG powers08:48 - Where the index stands right now09:52 - The all time high of the Texas Petro11:35 - Ne all time production records 13:38 - T benefit of the American people 15:37 - One of the key reasons for Texas success17:22 - What's happening at the Alliance 20:30 - The Eagle Ford 22:21 - One of the very most effective voices for our industry in Texas23:23 - The only Texans organization that directly plays in DC.27:19 - Pieces of legislation from decades ago29:23 - About the extraordinary economic impact of the industry in Texas34:53 - The Texas Alliance of Energy Producers35:53 - The great doctor Walter Williams37:26 - The essence of trade and free trade and energy trade38:47 - The Green New Deal

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 Podcast02:13 - The big independent producers in the United States03:19 - About the fact that IPAA is in a large way05:30 - Part of the challenge in Washington07:01 - The industry in Washington09:57 - A big piece of the advocacy in IPAA11:31 - The mature in Wyoming14:08 - How many legislative days are left on the congressional calendar as it is today?16:09 - The industry's independent producers18:19 - The Washington Post Editorial19:29 - The administration that's a frustration21:23 - The impact on local economies

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 Podcast02:29 -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 York06:01 - 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 Stanke10:46 - The biggest funders of the Democratic Party 10:55 - The good news 11:39 - Nuclear folks in California 13:13 - The Wall Street Journal16:06 - Germany to protest nuclear war17:07 - Oil and gas executives 20:27 - Texas nuclear is a solid22:34 - The EV charging hospital23:35 - The United States

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.comHighlights of the Podcast02:34 - Energy market simulation systems05:14 - The company provides software products to the energy industry07:47 - G2M2 Global gas market model09:19 - The global LNG markets15:22 - The transit agreement on Russian gas pipelines across Ukraine18:35 - The resilience of the market20:58 - Real major impact on the industry24:07 - Southeast Asia could grow27:39 - The U.S. domestic delivery system for natural gas

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 Podcast00:55 - The Texas legislative session03:25 - Americans for prosperity05:06 - Unleashing American Energy07:34 - The permitting process11:27 - Real opportunity for innovation15:06 - The problem for nuclear17:23 - When Texas is energy dominant, America's energy abundant17:42 - Genevieve Collins' outlook on this election this year?22:52 - The illegal immigration situation at the border27:47 - The story in the promise of TexasIn this episode, Genevieve gives us an update on her organization's current activities, including a new initiative it calls "Unleashing American Energy."Enjoy.

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 Podcast01:06 - Ceraweek this year01:27 - The energy industry03:50 - The Return of Energy Security06:13 - Russia's invasion of Ukraine07:15 - The world's largest exporter of LNG09:37 - Russian gas had a competitor11:29 - Prime Minister Modi of India14:17 - EVs in the United States15:20 - The whole energy transition question16:34 - The American automobile makers other than Tesla19:10 - Tesla might never have happened21:16 - Disadvantage Chinese cars23:09 - The Houthi rebels in Yemen24:09 - The amount of Atlantic Ocean26:08 - Guyana and Suriname developments27:04 - A multi-dimensional energy transitionIn 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=trueDan's piece on Energy Security: https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-return-of-energy-securityCERAWeek Home Page: https://ceraweek.com/about/index.html

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 Podcast3:00 - the Wind Industry's ongoing grift in the UK6:00 - the UK Labor Party's plans to nationalize the power grid7:30 - David goes on a rant about the Texas grid8:30 - Tammy discusses the problems heavy EVs pose to guardrails, roads and bridges11:00 - Total global price tag of the energy transition15:00 - Siemens demand for more subsidies from governments for Big Wind16:00 - Solar producers also making similar demands16:40 - Are wind and solar really "cheap"?18:00 - How free and fair elections are incompatible with a planned, subsidized energy transition21:00 - 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 PodestaTammy's website: www.thenemethreport.comTammy at X: @thenemethreport8187  Tammy at LinkedIN: T Nemeth

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 Podcast2:00 - 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

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.comIrina 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 LinkedInDB Energy Questions Energy Transition Absurdities SubstackThe Crude Truth with Rey TrevinoRey Trevino LinkedInEnergy Transition Weekly ConversationIrina Slav LinkedInArmando Cavanha LinkedIn ENB Top NewsENBEnergy DashboardENB PodcastENB Substack

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 LinkedInDB Energy Questions Energy Transition Absurdities SubstackThe Crude Truth with Rey TrevinoRey Trevino LinkedInEnergy Transition Weekly ConversationIrina Slav LinkedInArmando Cavanha LinkedIn ENB Top NewsENBEnergy DashboardENB PodcastENB Substack

The Energy Question Episode 84 Hugo KrugerIn 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 LinkedInDB Energy Questions Energy Transition Absurdities SubstackThe Crude Truth with Rey TrevinoRey Trevino LinkedInEnergy Transition Weekly ConversationIrina Slav LinkedInArmando Cavanha LinkedIn ENB Top NewsENBEnergy DashboardENB PodcastENB Substack

The Energy Question Episode 83 Christopher Messina, CEO of TanbreezIn 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.comThank you to USOGA for Sponsoring the Energy Question!Sponsorships are available or get your own corporate brand produced by Sandstone Media. David Blackmon LinkedInDB Energy Questions Energy Transition Absurdities SubstackThe Crude Truth with Rey TrevinoRey Trevino LinkedInEnergy Transition Weekly ConversationIrina Slav LinkedInArmando Cavanha LinkedIn ENB Top NewsENBEnergy DashboardENB PodcastENB Substack

The Energy Question Episode 82 - Energy Writer and Expert Robert BryceIn 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.comBooks by Robert Bryce: https://www.amazon.com/s?k=robert+bryce&crid=2IGHHJ5J3E73J&sprefix=robert+bryce%2Caps%2C129&ref=nb_sb_noss_1Thank you to USOGA for Sponsoring the Energy Question!Sponsorships are available or get your own corporate brand produced by Sandstone Media. David Blackmon LinkedInDB Energy Questions Energy Transition Absurdities SubstackThe Crude Truth with Rey TrevinoRey Trevino LinkedInEnergy Transition Weekly ConversationIrina Slav LinkedInArmando Cavanha LinkedIn ENB Top NewsENBEnergy DashboardENB PodcastENB Substack