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The Oil and Gas Global Markets Financial Update

The Oil and Gas Global Markets Financial Update

Update: 2025-10-03

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This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions.

We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available on the Energy News Beat and Energy Impacts channels as well.

Thank you, Josh, for your great industry leadership! - Stu

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

Full Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial

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The Oil and Gas Global Markets Financial Update

The Oil and Gas Global Markets Financial Update

Michael Tanner, Stuart Turley