Doomberg stops by, and we solve the global oil crisis. We did not really solve the world’s oil problems, but boy, we sure covered them.

In this Energy Newsbeat podcast episode, hosts Stu Turley and Doomberg dive deep into the interconnected crises reshaping global energy markets and geopolitics. From contested claims about oil flowing through the Strait of Hormuz to Putin’s stranglehold on European natural gas supplies, the conversation reveals how misinformation, geopolitical brinkmanship, and exponential technological change are colliding to create unprecedented uncertainty.

Against this backdrop of energy scarcity and conflict, the hosts explore how artificial intelligence is driving explosive new demand for power, forcing a reckoning between renewable energy mandates and grid reliability. Through sharp analysis and candid debate, they argue that understanding energy flows—and who controls them—is essential to predicting everything from European political upheaval to the viability of AI infrastructure investments. It’s a masterclass in connecting the dots between commodity markets, military strategy, and the future of human civilization.

Check out Doomberg.com https://newsletter.doomberg.com/

Shout-out to Dave, one of our great subscribers, for commenting on the live feed.

Global Oil Markets & The Strait of HormuzThe hosts debate conflicting information about oil flow through the Strait of Hormuz, with Chris Wright (Secretary of Energy) claiming 9 million barrels per day are flowing through. They discuss how market prices haven't responded as expected, suggesting either the market is efficiently pricing in a long-term U.S. siege against Iran, or there's misinformation in circulation. The conversation emphasizes that pipelines are being built to bypass the strait, making it increasingly irrelevant.
Houthi Attacks & Alternative Shipping RoutesDiscussion of Houthi attacks on commercial ships in the Bab el-Mandab Strait, reducing flow to less than 1 million barrels per day. They note the phrase "Houthis in the blow ships" and question whether reported attacks are actually occurring or if misinformation is prevalent.
Ukraine War & European Energy CrisisA major focus is an upcoming Doomberg article about how Putin controls Europe's energy future through natural gas. Key points include:
Ukraine's loss of the air war and closing of the Black Sea port of Odessa
Europe's dangerous dependency on Russian natural gas (4.5 BCF/day through Turkstream)
European gas storage at only 59% capacity (vs. 83% in 2023)
If Russia cuts off gas supplies, Europe could lose 40% of its storage capacity
The precarious position of European leadership (Ursula von der Leyen, Macron, Mertz) who may need to be replaced for political solutions
Turkey's Strategic PositionTurkey's role as a NATO member while maintaining relationships with Russia and Iran, controlling the Turkish Straits, and serving as a potential energy hub between the Middle East and Europe. Discussion of Erdogan's health and political stability.
U.S. Grid Reliability & Data Center DemandJPMorgan's warnings about rolling blackouts driven by:
Accelerating AI demand
Forced installation of intermittent renewables
Data centers requiring massive power
Comparison between Texas (abundant natural gas, allowing data center growth) and New York (restrictive policies)
The concept of "natural gas pods"—data centers with gas input and data output
AI & Exponential GrowthA philosophical discussion on:
Ray Kurzweil's "The Singularity is Near" and exponential technological growth
AI model doubling time shrinking to approximately 3 months (trending toward daily improvements)
The "human endeavor is infinite compute" as a strong predictive mental model
Comparison to the Weimar hyperinflation period to illustrate the power of exponential trends
Why skepticism about AI data center ROI is misplaced, similar to early shale gas skepticism
Liberty Energy & Shale Gas in AustraliaBrief mention of Liberty Energy's expansion into Australian shale gas drilling, presented as a "tell" of emerging opportunities.
Upcoming Doomberg ContentAnnouncement of a company deep dive on Chevron, examining its global operations, business model, and various investment exposure options.

The podcast emphasizes how interconnected global energy markets are and how geopolitical decisions (particularly Putin's control of energy supplies) have cascading effects on everything from European stability to U.S. grid reliability and AI infrastructure development.

The podcast has rolled over 3 million podcast listens on Apple and Spotify, and Doomberg's last episode was well over 110K - let's see how this one does.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.

From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.

Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or @petronerds633 on YouTube

This is also going out on David Blackmon's podcast, Energy Impacts.

Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/

U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.
Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.
Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).
Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.
Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.
China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).
Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.
Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.
Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.

This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.

Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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In a rapidly shifting global energy landscape, the stakes have never been higher. From Texas governors taking unprecedented action on data centers to Houthi attacks disrupting critical shipping lanes, from Europe's plummeting LNG reserves to the fundamental clash between net zero policies and energy reality, this episode of the Energy News Beat cuts through the noise to deliver eight critical stories that will reshape how you think about energy security, grid stability, and economic resilience. Whether you're an industry professional, policymaker, or simply someone concerned about the reliability of the power grid and the affordability of energy, this conversation exposes the hard truths behind the headlines—including why demand destruction is coming, why coal consumption is hitting record highs despite net zero mandates, and why 2027 could be a pivotal year for American energy independence. Buckle up: this is essential listening for anyone who wants to understand where energy markets are headed and what it means for your wallet and your future.

Data Center Regulation & Energy ImpactTexas Governor Abbott has halted new data center connections to the ERCOT grid pending a comprehensive audit. This follows New York's similar moratorium. The host emphasizes concerns about data centers' massive water consumption and energy demands, noting ERCOT has over 1,800 projects (474 gigawatts) in its interconnection queue.
Global Energy Market VolatilityThe podcast covers extreme volatility in global energy markets driven by geopolitical tensions, security concerns, and climate-related disruptions. Oil prices fluctuate between $75-$114 per barrel, with significant disparities between paper and physical delivery prices.
Red Sea & Houthi AttacksOngoing attacks by Houthis on shipping in the Red Sea and Bab-El-Mendeb Strait are disrupting oil and LNG supply chains. Recent cargo ship sinkings and attacks on Aramco facilities are constraining global energy supplies.
European Energy CrisisEurope faces severe drought conditions affecting the Rhine and Danube rivers, preventing barge transport of fuel. LNG inventories have dropped dramatically (from 85.2% to 57.1% in one year), creating critical supply shortages.
Refinery Capacity & Demand DestructionGlobal refineries are running at full capacity as buffers dwindle. The host predicts demand destruction will eventually reduce fuel prices, but warns of short-term price increases and supply constraints.
Net Zero Policy CritiqueThe host argues that net zero policies lead to de-industrialization and fiscal collapse. He contends that increased wind and solar investment paradoxically increases fossil fuel consumption due to manufacturing and grid support needs.
Coal Demand & Bank of England PolicyDespite the Bank of England cutting support for thermal coal, global coal consumption is at record highs and projected to continue rising through 2027, contradicting net zero objectives.
U.S. Power Grid VulnerabilitiesNew York City's aging power barges pose blackout risks. The host criticizes energy policy decisions, including reliance on Canadian hydroelectric imports, and warns of grid instability due to renewable energy integration challenges.
Williams Companies AcquisitionWilliams Companies announced a $5.5 billion deal to acquire Momentum Midstream, demonstrating continued investment in midstream infrastructure.
Preparedness & Backup Power SolutionsThe host emphasizes the need for personal preparedness with backup power solutions like solar panels and battery storage units, predicting increased grid instability in 2027.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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What if the solution to the alleged climate change was hiding in plain sight—literally in the smokestacks of power plants, factories, and boilers around the world? On this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Natan Shahar, founder of Standard Carbon, to explore a breakthrough technology that's turning CO2 emissions into pipeline-grade natural gas. Drawing inspiration from Mars mission architecture and driven by New York City's aggressive climate regulations,

Standard Carbon has cracked the code on making clean energy economically viable—not through subsidies or carbon credits, but through clever energy arbitrage. With commercial systems already operating in Manhattan and Israel, and a growing pipeline of contracts from Europe to Pakistan, Shahar reveals why this technology could be the missing piece in the global energy puzzle, solving not just climate concerns, but the energy security crisis facing nations worldwide.

For Blue States and Countries following Net Zero policies, this podcast is critical. Consumers and constituents want low-cost energy with the least impact on the environment. Couple that with wind and solar needing dispatchable power to fill in when the wind does not blow, or the sun does not shine. Producing natural gas out of CO2 that is burning from coal, or other industrial processes, is a real win for everyone. For countries that still have coal plants, this would be a much more cost-effective way to bring them into the Net Zero world rather than just shutting them down.

Standard Carbon's Core TechnologyThe company produces pipeline-grade natural gas (methane) from CO2 emissions captured from combustion sources like power plants, boilers, cement factories, and refineries. They capture CO2 from smokestacks and convert it into usable natural gas through a process combining three established technologies: amine-based carbon capture, low-pressure alkaline electrolysis, and 19th-century Sabatier methanation chemistry.
Operational Readiness & DeploymentStandard Carbon has deployed two commercial-scale systems—one in Israel (2023) and one in New York City (2025). The NYC system is publicly accessible in Manhattan and operated by the Grove School of Engineering at City College, providing transparent, third-party verification of the technology's effectiveness.
Market Economics & Competitive AdvantagesThe business model focuses on three key factors:
Cost of intermittent power: Using cheap, off-peak electricity (often negatively priced wind/solar power at night)
Fossil fuel pricing: Competing against natural gas and LNG prices in different markets
Regulatory incentives: Carbon pricing and decarbonization mandates

The company can produce gas competitively in markets like Europe and New York City, where LNG and fossil fuel prices are high.

Geographic Market OpportunitiesPrime markets include:
New York City: Most aggressive climate regulations globally (3x higher carbon price than EU)
Europe & UK: Strong decarbonization regulations and high LNG prices
Japan, South Korea, Taiwan: Coal plants being reactivated; high energy security concerns
Pakistan: Energy security crisis driving interest in energy independence
Saudi Arabia & GCC countries: High oil-based electricity generation
Energy Security & Geopolitical ContextThe Strait of Hormuz chokepoint is critical for global energy supply. Recent developments include:
UAE and Saudi Arabia pipeline expansions
Iraq's new Mediterranean pipeline projects
Pakistan's LNG crisis and power shortages
Qatar cutting LNG/LPG exports
European dependence on energy imports
Regulatory & Policy Landscape* Biden Administration: Inflation Reduction Act rejected "imaginary" renewable credits; requires real-time renewable use
Trump Administration: Favors "firm" energy (batteries, geothermal, green molecules) over intermittent sources
Both administrations converged on prioritizing reliable, available energy
New Secretary of Energy Chris Wright emphasizes levelized cost of energy vs. electricity
Carbon Credits vs. Real MoleculesStandard Carbon is moving away from carbon credit trading toward delivering certified clean fuel with chain-of-custody verification. Customers want actual low-carbon gas delivered through pipelines, not accounting credits—a more valuable business model than credit trading.
Technology Origins & InspirationNatan's inspiration came from reading "The Case for Mars" by Dr. Robert Zubrin, which described producing rocket fuel from Mars's CO2 atmosphere. He adapted this concept for Earth-based applications after New York City passed aggressive climate legislation in 2019.
Grid Resiliency & Data Center PowerA critical emerging use case: AI data centers require localized power generation near urban centers due to latency requirements. Gas-fired generation is the only practical option, making decarbonized gas essential for powering future AI infrastructure in cities.
Intellectual Property & Competitive MoatStandard Carbon has filed extensive patents in the US and Europe to protect their integrated technology, though the core components are well-established. The competitive advantage lies in the integration and optimization rather than individual technologies.

This is a compelling story about how existing technologies can be combined to address both energy security and decarbonization challenges in a commercially viable way.

Follow Natan on his LinkedIn here: https://www.linkedin.com/in/natan-shahar-3ba84920/

Check out Standard Carbon here: https://www.standardcarbon.com/

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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In this explosive episode of the Energy News Beat Daily Standup, host Stu Turley breaks down ten major stories that expose a widening chasm between what financial markets are signaling and what's actually happening on the ground in global energy infrastructure.

From a $40-50 disconnect between paper oil prices and physical barrel delivery costs, to California's dramatic collapse from 38 refineries down to just seven, Turley reveals how geopolitical tensions, regulatory overreach, and decades of underinvestment are creating a perfect storm in energy security.

With Russian refining capacity crippled by drone strikes, Middle Eastern facilities under attack, and the UN quietly admitting its climate doomsday scenarios were implausible, this episode challenges conventional wisdom on energy policy and makes a compelling case that energy security truly starts at home—through domestic production capacity, not wishful thinking about net-zero mandates that have cost over $10 trillion while delivering far less energy independence than nuclear investment could have provided.

Oil Price Disconnect: Paper vs. Physical Markets* WTI futures hovering in low-to-mid $90s while physical delivery costs ~$120
$40-50 premium between paper markets and actual barrel acquisition
Refinery crack spreads at historic highs (96% in US)
Future traders focused on de-escalation; physical markets screaming warnings
Two Solutions to Reduce Fuel Prices* Increase refining capacity – No new US refineries in decades; first new one coming to Brownsville, Texas (2025)
Demand destruction – Governor Newsom’s attempts failed; demand only slightly down as people leave California
Physics matter; policy must align with infrastructure reality
Global Refining Crisis* Russia: Every refinery hit by drones; capacity down to 40%
India: Only country with spare refining capacity
Qatar: Down from 77-80 MTPA to 12 MTPA due to Strait of Hormuz blockade
Qatar Energy adapting: Using US carriers to maintain contracts
Middle East Security Threats* Iraq militias attacking Saudi refineries for second consecutive day
Saudi air defenses intercepting drones
Egypt also targeted
Bab-El-Mendeb Strait closure = $120 oil; currently at $84
LNG Market Boom* Surge in Final Investment Decisions (FIDs) for new liquefaction capacity
84 million tons of new capacity in 2025; 37 MTPA in first half 2026
US leading project growth
LNG must bypass choke points for true energy security
Venezuela Oil Resurgence* $13 billion in sales since Maduro’s capture
Production rebounding: 800K barrels/day (January) → 1.2M barrels/day (March-April)
Chevron and Exxon positioning for expansion
Potential model for Iranian recovery (without IRGC)
US Crude Inventory Decline* Down 7.2 million barrels to 404.5 million
Cushing, Oklahoma at 18.6 million barrels (near operational bottom of 20M)
Cushing lost importance to world oil pricing
Paradox: Empty Cushing should support prices, but doesn’t
California’s Transportation Fuel Infrastructure Collapse* Demands 58 million gallons daily: 37M gasoline, 11M jet fuel, 10M diesel
Refinery count: 38 → 7 (6 more closing due to CARB regulations)
Limited import pipes; insufficient storage capacity
Production declining sharply while demand remains high
Most expensive transportation fuels in nation for residents
Natural Gas Success Story* Expand Energy (NASDAQ: EXE) reports 27.5 MMCF/day from Hainesville wildcat
North America’s largest independent natural gas producer performing well
VectorVest rating: Buy
Europe’s Energy Crisis: Nuclear Shutdown During Heat Wave* France shutting off GoFan2 nuclear reactor due to 40°C heat wave
Nuclear plants rely on river water for cooling (design flaw)
Environmental regulations limit water discharge temperature
EU electricity mix: 30% wind/solar (vs. 29% fossil fuels) – but at what cost?
De-industrialization and higher consumer costs
Climate Policy Reckoning* UN climate panel quietly admits doomsday scenarios were implausible
$10.4 trillion spent on wind and solar globally
Alternative scenario: Same investment in nuclear = 174 additional reactors (vs. 94 current US reactors) + 1,700 worldwide
Net-zero policies result in 38% higher consumer energy costs in blue states
Fear-mongering and policy misalignment with physics
Key Takeaway: Energy Security Starts at Home* Domestic production capacity is critical
Energy dominance displayed through exports
Realistic policy must account for infrastructure constraints
Neighbor-to-neighbor preparedness (emergency power solutions like Jackery)

1.Oil Prices Ignore the Warnings of the Physical Markets. Refinery Crack Spreads Grow

2.Iraq Militias Attack Saudi Oil Facilities for a Second Day

3.LNG Vessel Demand Soars as US Leads Project Growth, and Qatar is Offline

4.QatarEnergy Adapting while Protecting its Revenue Stream

5.U.S. Sale of Venezuela’s Oil Hits $13 Billion Since Maduro Capture

6.US Crude Oil Inventories Decreased by 7.2 mb to 404.5 mb

7.The impending collapse of California’s transportation fuel infrastructure

8.Expand Energy’s First Far Western Haynesville Wildcat IPs 27.5 MMcf/d

9.France Shuts Off More Nuclear Power as Heat Builds Across Europe, Sparking an Energy Domino of Failures

Still very relevant -

10: UN Climate Panel Quietly Admits Its Doomsday Climate Scenarios Were ‘Implausible’ – How much money has been spent on Net Zero because of lies?

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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Rey Trevino, Crude Truth Podcast Host, and President at Pecos Operating stops by.

We have a wild stand-up with 8 huge stories. It is fun having guests on the stand-up, and Rey brought the receipts today. The picture above was created by Grok, and it is Clark Savage standing by the tanker “Stan Turley” - I think Grok was having a moment.

With Brent crude surging past $100 per barrel and West Texas Intermediate jumping dramatically, the conversation reveals how Houthi attacks on shipping lanes, Chinese strategic positioning, and disruptions at key maritime chokepoints are reshaping energy markets worldwide. Through an in-depth discussion with energy expert RT Trevino, the podcast challenges prevailing narratives about the energy transition, presenting compelling data that shows fossil fuels still account for 86% of global energy consumption. From Europe’s LNG crisis and America’s emergence as a natural gas superpower to the manufacturing exodus from Canada to the U.S., this episode provides essential context for investors, policymakers, and anyone seeking to understand the complex forces driving energy prices and global economic security in 2026.

Oil Price Surge & Global Geopolitical TensionsBrent crude has surged above $100/barrel, with West Texas Intermediate (WTI) jumping from $81 to $91. This spike is driven by geopolitical instability, particularly Houthi attacks on tankers in the Bab El-Mandab Strait and the Red Sea, which are disrupting global oil supply routes and forcing tankers to take longer routes around the world.
Strategic Chokepoints & Supply Chain DisruptionsThe podcast discusses critical maritime chokepoints—the Bab El-Mandab Strait, Suez Canal, and Panama Canal—all facing disruptions. VLCCs (Very Large Crude Carriers, carrying ~2 million barrels each) cannot fully load through the Suez Canal, and the Panama Canal is experiencing drought conditions. These disruptions add months to shipping times and significantly impact global energy markets.
China’s Strategic Positioning & U.S. Energy PolicyThe hosts explore China’s role in global energy dynamics, including its partnership with Iran and the Houthis, and how President Trump’s sanctions on Venezuelan and Iranian oil are affecting global supply. There’s discussion of a Chinese military base in Yemen and how U.S. strategic bombing targets infrastructure supplying Iran.
LNG Supply Crisis & Europe’s Energy DependencyEurope faces an LNG supply crisis, forcing buyers toward coal and natural gas. The podcast highlights the hypocrisy of European nations sanctioning Russia while importing 90% of Russia’s LNG. Germany’s decision to blow up coal plants and Japan’s mothballing of nuclear facilities are criticized as short-sighted energy policy.
U.S. Natural Gas as the FutureThe U.S. is positioned as the “Saudi Arabia of natural gas” and is exporting record amounts to Europe. The podcast emphasizes natural gas as a critical energy source and advocates for expanded infrastructure and production.
Grid Reliability & Energy Mix RealityUsing Texas ERCOT as an example, the discussion shows that despite renewable energy investments, fossil fuels remain essential. Natural gas provided 62% of grid power, wind 25%, and solar dropped to zero at night. The grid required battery storage to prevent blackouts, demonstrating the unreliability of intermittent renewables.
Global Energy StatisticsKey data points: 86% of the world’s energy still comes from fossil fuels (gasoline, diesel, transportation), and 57% of global electricity is generated from fossil fuels. This underscores that the energy transition is actually an “energy addition,” not a replacement.
Manufacturing Shift from Canada to the U.S.A KPMG survey shows 42% of Canadian manufacturers have moved or are moving production to the United States, driven by pro-business U.S. policies and concerns about supply chain dependency on China.
Corporate Earnings & Energy Sector PerformanceGE Vernova reported strong Q2 2026 earnings ($11 billion, up 22%), with natural gas turbines sold out for five years. Tesla’s Q2 earnings showed record deliveries but profit concerns due to AI investments.
Oil & Gas Investment OpportunitiesWe conclude with a discussion of oil and gas as solid investment portfolio additions, offering monthly revenue, tax deductions, and long-term returns compared to renewables, which have years before generating returns.

●

1.Brent at $100 and U.S. Refinery Utilization at 96%: What This Means for Consumers and Investors

2.LNG Supply Crisis Pushes Buyers Toward Coal, Natural Gas, and Oil: Energy Security Takes Center Stage

3.Greece Exposes the Hypocrisy and Limits of Europe’s Russia Energy Sanctions

4.Mark P. Mills Covers the Myth of an Energy Transition

5.Fossil Fuels Still Generate 57% of the World’s Electricity — But We Remain Deeply Dependent on Them for Transportation, Manufacturing, and Building the “Renewables” Themselves

6.GE Vernova Raises 2026 Outlook on Surging AI-Driven Power Demand While Advancing Venezuela

7.Nearly Half of Canadian Manufacturers Are Moving to the US — A Self-Inflicted Wound from Tariffs, Uncertainty, and Costly Green Policies

8.Tesla’s Q2 2026 Earnings: Record Deliveries and Energy Growth Overshadowed by Profit Miss Amid Massive AI Investments

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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In this Energy Newsbeat podcast episode, host Stu Turley sits down with nuclear experts Grace Vanderheide (nuclear fuels engineer and former Miss America) and Alina Voss (NX Atomics) to explore the nuclear industry’s pivotal moment. As the U.S. restarts decommissioned reactors and deploys advanced reactor designs, the conversation reveals that nuclear’s future hinges not on engineering breakthroughs alone, but on solving the unsexy realities: grid infrastructure, ratepayer affordability, and honest public communication.

From passive safety mechanisms to manufacturing innovation, the speakers tackle misconceptions about nuclear while confronting hard truths about cost discipline, transmission bottlenecks, and the need to engage women and younger generations in the energy transition.

Here is Grace’s LinkedIn: https://www.linkedin.com/in/gracevanderhei/

Here is Alina’s LinkedIn: https://www.linkedin.com/in/alinavoss/

Nuclear Fleet Expansion & Reactor RestartsThe conversation highlights the restart of decommissioned reactors (Three Mile Island, Palisades, Dwayne Arnold) and power upgrades to existing plants. Grace explains that power upgrades alone could generate the equivalent of about seven new nuclear reactors over 2-5 years—a cost-effective way to increase energy output without building new facilities.
Grid Infrastructure & Transmission CrisisA critical theme is the neglected state of America’s transmission and distribution infrastructure, which is 20 years behind in many regions. Alina emphasizes that transmission has been “completely slept on” and warns that without grid upgrades, new generation capacity (whether nuclear or data centers) will face the same challenges. The grid is the “missing middle” that most Americans don’t understand.
Ratepayer Concerns & Energy AffordabilityBoth speakers stress that public fear isn’t primarily about nuclear safety anymore—it’s about electricity costs. They discuss how data centers and new energy projects risk being blamed for rate increases, and how the nuclear industry must avoid the same PR pitfalls by being transparent about costs and protecting consumers from project overruns.
Net Zero Targets vs. RealityGrace and Alina critique net zero marketing as disconnected from actual energy policy. They argue that closing nuclear plants while pursuing net zero targets is contradictory, and that voluntary blackouts/brownouts represent a failure of grid planning rather than a solution. They advocate for maximizing clean energy generation rather than reducing consumption.
Advanced Nuclear Fuel & TechnologyGrace discusses accident-tolerant fuel (ATF) and high-assay, low-enriched uranium (HALEU), explaining how 90-95% of spent nuclear fuel is reusable. Alina describes NX Atomics’ liquid metal-cooled reactors and passive safety features, emphasizing innovation in manufacturing (3D printing) and financing models.
Passive Safety & Reactor DesignBoth experts explain passive safety mechanisms—how reactors automatically shut down without human intervention or external power (using gravity to drop control rods). This addresses public misconceptions about nuclear accidents.
Small Modular Reactors (SMRs) & ManufacturingThe discussion highlights SMRs as a manufacturing challenge, not just an engineering one. Alina notes that companies like Allo Atomics are building factories alongside reactors to achieve economies of scale. The key is treating nuclear as a manufacturing game, not just an engineering project.
Construction Cost & Timeline DisciplineGrace emphasizes that the #1 priority for nuclear expansion is delivering projects on time and on budget. She argues that nuclear engineers’ perfectionism culture conflicts with business realities, and that construction specialists—not engineers—should lead builds once designs are finalized.
Workforce & Gender DiversityGrace highlights the quadrupling of nuclear engineering undergrad enrollment (from 14 to 60+ students per class at UW-Madison). She stresses the need to engage women in nuclear, noting that women are often unaware nuclear is clean energy and need clearer messaging about its value proposition.
Public Perception & Communication StrategyBoth speakers discuss how to communicate nuclear’s benefits authentically, especially as AI-generated social media content proliferates. They emphasize the need for human-to-human interaction and authentic storytelling to build trust, particularly with younger generations and women.
Uranium Supply ChainGrace expresses interest in the global uranium supply chain and how it will evolve with nuclear expansion—a critical but underexplored topic.
Political & Policy SupportThe conversation touches on positive momentum from policymakers (like Energy Secretary Chris Wright) and the need for intentional policy to protect ratepayers and avoid the mistakes made with data centers.

This was an absolute blast, and honestly it is great to see young people taking the reins and running after nuclear. We need all the power we can get, and the future is bright with nuclear enthusiasts like Grace and Alina. Thank you both for your leadership and stopping by the podcast - Stu

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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Oil is up, China is buying again, and America's energy future is at a crossroads. In this episode, we tackle eight stories that matter: geopolitical chaos driving Brent above $90, the SPR disaster, Halliburton's shale boom, the AI data center power crisis, and why the Trump administration is reshaping energy policy. This is the energy news you can't afford to miss.

Oil Market Volatility & Geopolitical TensionsThe podcast opens with oil prices surging above $90/barrel for Brent crude, driven by attacks in Kuwait, tanker incidents in the Strait of Hormuz, and renewed U.S.-Iran tensions. The Houthis are also active in the Red Sea, creating additional supply chain disruptions. Analysts are predicting higher oil prices for longer, with crack spreads at historic highs.
U.S. Oil & Gas Production StrengthHalliburton reports positive outlook for North American shale activity in 2026. The U.S. has reached a record 13.586 million barrels per day in 2025, with enhanced oil recovery and the Permian Basin continuing to thrive. Natural gas exports and LNG are highlighted as critical economic drivers.
Strategic Petroleum Reserve (SPR) CrisisThe Biden administration's mismanagement of the SPR is heavily criticized—including massive drawdowns without refill (180-300 million barrels), wasted taxpayer dollars on damaged equipment, and aging infrastructure. The GAO warns of "looming operational limitations," and the host emphasizes the need to refill the SPR given current geopolitical risks.
Data Center & AI Power Demand ExplosionData centers are on track to consume up to 20% of U.S. electricity by 2035 due to AI growth—a 4-5x increase from current levels. However, grid transmission bottlenecks are a major constraint; the U.S. needs 5,000 miles of new high-voltage transmission lines annually but has only added 392 in the last two years.
UK North Sea Energy PolicyThe incoming UK Prime Minister is signaling support for North Sea oil and gas projects (Jack Draw gas field, Rosbank oil field), though the host expresses skepticism about bureaucratic obstacles. The irony is highlighted: the UK imports Norwegian gas while sitting on untapped North Sea reserves.
Iraq's Oil Export StrategyIraq is shipping 4 million barrels per day via 1,400 tanker trucks daily—a forced paradigm shift due to geopolitical constraints. Iraqi oil companies are also partnering with Chevron, ExxonMobil, and ConocoPhillips to capture flared gas, reducing Iraq's reliance on imported energy.
Trump Administration Energy Policy & Climate Research AccountabilityPresident Trump has ordered a suspension and potential debarment of officials tied to fraudulent climate research. The host criticizes the "false climate narrative" and argues for an "all of the above" energy approach (coal, natural gas, nuclear) until technology allows full transition to renewables.
Federal Energy Subsidies & SpendingIn fiscal year 2025, federal subsidies and tax expenditures totaled $64.1 billion, with renewables, EVs, and efficiency capturing 90% ($57.9-58 billion), while fossil fuels received only $2.6 billion. The host distinguishes between subsidies and tax incentives.

1.Brent Tops $90 as Tanker Hit in Strait of Hormuz Amid Escalating US-Iran Tensions — Is “Higher for Longer” Here to Stay?

2.Halliburton Sees Improvement in North American Activity in 2026

3.US Strategic Petroleum Reserve Sites Left Inoperable Under Biden Administration — Trump and Energy Secretary Wright Race to Fix the Damage

4.Data Center Growth on Track to Absorb a Fifth of US Power Use by 2035: Nuclear Had Better Be Implemented Before We Get There

5.U.S. Needs 5,000 Miles of New High-Voltage Lines Annually — It Only Built 392

6.New UK Prime Minister Set to Back North Sea Oil and Gas Projects

7.Thousands of Tanker Trucks Haul Iraq’s Oil to Secure Revenue: A Forced but Strategic Paradigm Shift

8.President Trump Orders a Review of the Green Graft and False Research Provided

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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Welcome to the Energy News Beat Standup, where host Stu Turley breaks down the 10 biggest energy stories reshaping global markets. In this episode, we dive into a world in flux: Russia's refining capacity is crumbling under Ukrainian drone strikes, Iraq is suspending exports and seeking independence from Iranian energy, and new pipeline projects are being fast-tracked to bypass the Strait of Hormuz. Meanwhile, back home, data centers are driving unprecedented energy demand, New York is doubling down on restrictive policies while Texas and Virginia race ahead, and grid vulnerabilities are becoming impossible to ignore. From geopolitical disruptions to emerging security threats—including rumors of Iranian drones in Cuba—this episode explores how energy markets are rebalancing, how new trading blocs are forming, and why now is the time to prepare for what's coming next.

Global Oil Market RebalancingThe podcast opens with discussion of how the global oil market is undergoing significant rebalancing due to geopolitical disruptions, particularly Russia's degraded refining capacity from Ukrainian drone strikes. Russia's refining capacity has been slashed to 39 million barrels per day, forcing a shift in global trade dynamics.
Russia's Refining Crisis & Ukraine's Drone CampaignA major focus is Ukraine's successful drone campaign against Russian refineries. Ukraine has struck over 24 of Russia's 34 major refineries, and all of Russia's major refineries are now within reach of Ukrainian drones. This has fundamentally changed how the war is being fought and has disrupted global energy supplies.
Iraq's Energy Independence & Export ChallengesIraq has suspended crude loading at all export terminals (impacting 4 million barrels per day). The discussion covers Iraq's negotiations with major oil companies like Exxon and Chevron, and efforts to become energy independent from Iran by developing domestic natural gas instead of importing it.
Strategic Pipeline Development & Hormuz BypassGoldman Sachs projects that new pipelines could divert 45% of Strait of Hormuz oil by 2027 and 60% by 2028. This reflects global efforts to circumvent potential disruptions at this critical chokepoint, which is bad news for Iran's economic recovery.
Canada's Shale Gas RenaissanceLong-dormant shale gas reservoirs in Alberta are being revitalized through oil plays, particularly in the Basal Belly River Formation. This represents a significant opportunity for Canadian energy production.
Data Center Energy Demands & New York's MoratoriumNew York has imposed its first moratorium on data centers (affecting only 5 facilities), which the host criticizes as "virtual signaling." The discussion contrasts New York's restrictive energy policies with other states like Texas, Virginia, and Georgia that are attracting data centers due to better energy availability and lower costs.
Grid Resilience & Security ThreatsThe podcast warns about potential grid vulnerabilities, citing Exelon's CEO prediction that Americans could face blackouts as soon as 2027. There's also concern about 136 Iranian drones rumored to be in Cuba that could potentially target U.S. grid infrastructure in Florida.
Energy Market Prices & Investment OutlookThe episode concludes with current market prices (WTI crude at $82.72, Brent at $88.77, natural gas at $2.91) and emphasizes the importance of energy awareness and personal preparedness for potential emergencies.

Check the articles on https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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Yasir Arafat, Co-Founder, CTO, & President, stops by the Energy News Beat podcast

On July 4th, 2024—America's 250th birthday—something extraordinary happened that most people missed. Allo Atomics turned on a brand new advanced nuclear reactor for the first time in 50 years. But here's what makes this truly revolutionary: they designed, built, and achieved criticality in less than 12 months. In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Yasir Arafat, CTO and President of Allo Atomics, to explore how a company that was just two people 2.5 years ago is now rebuilding American manufacturing muscle and solving one of humanity's greatest challenges—powering the AI revolution while ending global energy poverty.

From factory-based mass production to autonomous reactors powered by AI, from 36-day construction timelines to modular power plants that rival grid reliability, this conversation reveals how American innovation is about to transform energy forever.

This is the story of how nuclear went from a decade-long project to a factory product—and why it matters for every country on Earth.

Buckle up, as this was a huge discussion, and I hope that it is the first of many with Aalo Atomics. They are going places, and we need them to be as successful as they seem likely to be. They have the nuclear market and are designing the entire supply chain, from standardized fuel to go-to-market strategies, controlling it along the way.

Secretary Chris Wright was at their offices and personally signed their approvals for critical mass testing. This is huge, and they were one of four reactors that kicked off our 250th anniversary in style.

This is just about as cool as it gets - Well done Aalo Atomics and Secretary Chris Wright!

Advanced Nuclear Reactor Development & AchievementYasir Arafat, CTO and President of Allo Atomics, discusses their groundbreaking accomplishment of building and turning on a brand new advanced nuclear reactor on July 4th—the first time this has been done in 50 years. This was achieved in less than 12 months as part of an executive order challenge from President Trump.
Rapid Company Growth & Manufacturing Scale-UpAllo Atomics grew from a 2-person company 2.5 years ago to nearly 200 employees. The company is expanding its manufacturing facility from 40,000 square feet to 200,000 square feet this year, with plans to reach a million square feet within three years—positioning it as the largest nuclear reactor manufacturing facility in the United States.
Factory-Based Mass Production ModelRather than traditional project-based nuclear construction, Allo is pioneering a factory mass-production approach similar to the automotive and aerospace industries. This includes automated welding systems and modular component design that can be transported and assembled like “Lego blocks.”
AI Data Center Power DemandsThe podcast highlights the massive energy needs of AI data centers, which require 60 gigawatts of power over the next five years. Nuclear provides the ideal solution as a 24/7, clean baseload power source that doesn’t depend on weather.
Fuel Supply Chain & EnrichmentDiscussion of uranium enrichment levels, with Allo’s reactors operating at 5% enrichment using commercially available uranium dioxide fuel—avoiding the need for exotic fuel forms or military-grade materials that would complicate supply chains.
Modular Power Plant Design (AuloPOD)Allo designed a 50-megawatt power plant with multiple reactors and turbines providing N+1 redundancy, achieving 99.9% availability. This allows data centers to operate independently from the grid while maintaining reliability.
Accelerated Construction & DeploymentThe company built its first nuclear reactor building in just 36 days—reducing construction costs by one-fifth. Their goal is to compress the entire deployment process from order to operation in less than 12 months, compared to the traditional 6-10+ years.
Vertical Integration & Supply Chain SolutionsAllo manufactures the majority of hardware in-house while partnering with 100+ suppliers. The philosophy is “no unobtanium”—every component must be obtainable from existing suppliers or manufactured internally.
AI Integration in Nuclear Design & OperationsAllo uses AI extensively for engineering design, licensing acceleration, and autonomous reactor operations. They have 62+ major AI projects running, with human validation at every step to ensure quality and safety.
Global Energy Impact & Future ApplicationsThe conversation extends beyond data centers to broader applications: ending energy poverty worldwide, powering remote locations, military bases, marine vessels, and even lunar bases. The vision is to transform the U.S. into an energy exporter and uplift nations through reliable, low-cost nuclear power.
Series C Funding & IPO PlansAllo is currently raising Series C funding and plans to go public only after demonstrating its ability to execute at scale with licensed products and generate revenue.

This is a compelling discussion about how American innovation and manufacturing expertise can solve the global energy crisis through advanced nuclear technology.

Check out Aalo Atomics here: https://www.aalo.com/

Connect with Yasir on his LinkedIn here: https://www.linkedin.com/in/yasiraalo/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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In an era of unprecedented geopolitical tension and energy market volatility, Stu Turley of the Energy Newsbeat podcast sits down with Trisha Curtis, CEO of the Petro Nerds podcast, to dissect the forces reshaping global energy markets and international power dynamics. From Iran's desperate gambit to control the Strait of Hormuz to China's calculated investments in coal-to-oil synthesis, this conversation reveals how energy—not ideology or military might alone—is the true currency of geopolitical leverage.

The hosts challenge conventional market wisdom, expose the hidden costs of net-zero policies, and make a compelling case that the United States possesses unprecedented energy advantages that policymakers and analysts have catastrophically underestimated. With Europe in energy decline, China preparing for conflict through energy resilience, and the Middle East in flux, this episode serves as a masterclass in understanding why energy security is national security, and why the decisions made today will determine which nations thrive and which fade into irrelevance.

Check out the PetroNerds at https://www.youtube.com/@petronerds633

Connect with Trisha on LinkedIn https://www.linkedin.com/in/trisha-curtis-petronerds/

Global Oil Market Volatility & Strait of Hormuz CrisisThe hosts discuss the unprecedented market volatility throughout the year, particularly focusing on the Strait of Hormuz and Iran's actions. They analyze how Iran's attacks on shipping and infrastructure represent desperation rather than strength, as alternative pipelines and routes are being developed by Saudi Arabia and the UAE to bypass Iranian control.
Strategic Petroleum Reserve (SPR) ManagementA significant focus on how the U.S. and China are using their SPRs differently. Secretary Chris Wright is praised for using the SPR as a loan (requiring repayment) rather than a permanent release, which avoids budget cycle issues. The hosts note this strategy received insufficient market coverage.
U.S. Oil & Natural Gas ProductionDiscussion of America's impressive production capacity—nearly 14 million barrels per day of crude oil and 136 billion cubic feet per day of natural gas. The hosts emphasize that the U.S. has significant leverage in global energy markets that isn't being properly appreciated or communicated.
China's Energy Strategy & Geopolitical ImplicationsExtensive analysis of China's energy stockpiling, coal-fired power generation dominance (more than the U.S. total capacity), and investments in coal-to-oil synthetic manufacturing. The hosts interpret China's 2026 coal-to-oil investments as preparation for potential conflict.
European Energy Crisis & DeclineCritical examination of Europe's energy policy failures, particularly the UK and Germany's abandonment of coal and nuclear power. The hosts highlight how net-zero policies have made Europe dependent on Russian LNG and created energy security vulnerabilities.
Electricity Grid Reliability & Cost IssuesDetailed analysis showing that wind and solar installations increase electricity costs without improving reliability. The hosts present data showing blue states have 38% higher electricity prices than red states, correlating directly with renewable energy policies. They argue that baseload power (coal, natural gas, nuclear) is essential.
ESG & Net-Zero Policy CriticismStrong critique of ESG metrics and net-zero commitments by major oil companies, arguing these policies increase costs without environmental benefit and represent a form of control rather than genuine sustainability.
U.S. Manufacturing & Supply Chain ResilienceDiscussion of reshoring manufacturing and the importance of controlling the entire energy value chain—from crude extraction through plastics manufacturing—to reduce dependence on China and create a more resilient economy.
NATO, Defense Spending & Geopolitical RealignmentAnalysis of NATO discussions, with criticism of European countries (particularly Spain) for insufficient defense spending and energy investment. Discussion of new trading blocs forming around the U.S., Saudi Arabia, UAE, Russia, India, and Japan.
LNG Market DynamicsAnalysis of Qatar's LNG production disruptions and the broader natural gas market, including how Iran's attacks on LNG vessels represent attempts to control energy flows and how alternative infrastructure (floating LNG, pipelines) may bypass traditional chokepoints.

The overarching theme is that energy security is fundamental to national security and economic prosperity, and current Western policies prioritizing net-zero over reliable, affordable energy are strategically disadvantageous compared to competitors like China.

This will be more in line with a new series covering the global energy policies and insights from Trisha.

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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In a nation where 62% of Americans see courage in their communities but only 30% see it in their elected officials, we're facing a crisis of leadership. The United States is healing.

On this episode, host Stu Turley sits down with Rye Barcott, U.S. Marine Corps veteran, New York Times bestselling author, and co-founder of With Honor—an organization dedicated to recruiting and supporting veterans to run for office across party lines.

Together, they explore what true courage really means, why service is the path to purpose, and how we can rebuild trust in American leadership. From the remarkable overlap of their fathers' service in Vietnam to the alarming decline of veteran representation in Congress—from 70% to just 20%—this conversation challenges us to rethink what it takes to be a leader in America.

Whether you're interested in politics, military service, or simply finding meaning through service to others, this episode offers both inspiration and a call to action: elect people who aren't afraid to lose, because they'll stand by their convictions.

Courage as a Core ValueRye Barcott, author of "Courage Can Save Us," distinguishes between bravery (instinctive reaction to danger) and courage (the deliberate choice to serve the common good). He emphasizes that courage is essential for both individual well-being and national strength, particularly in addressing youth mental health crises through service.
Military Service & Personal InspirationThe conversation explores how military service shapes character. Rye shares his father's Vietnam experience as a reconnaissance officer and how that inspired his own Marine Corps service. Stu reveals a remarkable connection—both their fathers were reconnaissance officers in Vietnam during the same period, with Stu's father coordinating aerial reconnaissance missions.
Veterans in Politics & LeadershipA significant focus is the decline of veteran representation in Congress—from 70% historically to just 20% today. Rye's organization, With Honor, works to recruit, train, and support veterans running for office across party lines. The podcast highlights that 752 veterans are running this cycle, the highest number ever.
Bipartisan Unity & ServiceThe discussion emphasizes that service creates common ground across political divides. Rye features 5 Democrats and 5 Republicans in his book, and highlights the Congressional Veterans Caucus (38 House members, ~12 Senate members) that transcends party lines to focus on national security and veterans issues.
Trust in LeadershipAccording to Gallup polling data cited, veterans and nurses are the two most trusted groups across all party lines. However, only 30% of Americans see courage in elected officials, compared to 62% who see it in their communities—highlighting a leadership crisis.
Political Dysfunction & CorruptionThe hosts discuss concerns about political corruption, particularly in California's energy policies, which they argue have caused deindustrialization and affordability crises. They emphasize the need for leaders willing to lose re-election for their principles.
Youth Engagement & PurposeService is presented as a path to purpose for young Americans, particularly addressing loneliness and mental health challenges. The book targets younger Americans seeking meaning through military or civilian service.
American Soft Power & Global PerspectiveThe podcast celebrates America's cultural influence globally, referencing the World Cup bringing international visitors who discover American values firsthand. They discuss the importance of maintaining American pride and the world's continued admiration for American culture, music, and values.
Civility & Respectful DialogueA key theme is the need to engage with those who hold different political views respectfully, rather than viewing them as enemies. The hosts criticize algorithm-driven outrage and advocate for genuine conversation across ideological lines.
State & Local InvolvementThe discussion encourages Americans to get involved locally and support candidates who prioritize country over party affiliation, with particular emphasis on the growing number of independents (45% of Americans) rejecting the traditional two-party system.

Book: Courage Can Save US (Bloomsbury, June 9, 2026) — NYT and USA Today bestseller

All author proceeds go to With Honor

Survey: With Honor–Gallup, 3,199 U.S. adults, May 12-22, 2026

Audience can share their own Courage Moment at couragecansaveus.com

With Honor website: withhonor.org

Available wherever books are sold

Amazon Link: https://a.co/d/0aOOJeuG

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energy

And we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

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Doomberg stops by and drops some truth bombs around the cage.

We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/

Doomberg stops by and drops some truth bombs around the cage.

We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/

Sanctions Against Russia & Their Ineffectiveness

The hosts discuss Doomberg's article "Treatment Resistant," which argues that sanctions against strong countries like Russia don't work as intended. They compare it to treating cancer—if you don't cure it, it comes back stronger. The EU's strategy of limiting Russian LNG exports while simultaneously importing Russian LNG is highlighted as contradictory and ineffective.

EU Censorship & Free Speech Concerns

A significant portion focuses on European overreach in censorship, including a new European Court of Justice ruling that makes it illegal to even quote or critique Russian media. This threatens independent journalists and Substack creators, raising concerns about freedom of speech and the weaponization of sanctions enforcement.

Ukraine War & Geopolitical Strategy

The conversation covers the ongoing conflict in Ukraine, including:

Russian refinery damage from drone strikes and its actual impact

The importance of the land corridor to Crimea for Russia

Criticism of endless U.S. military involvement in foreign conflicts

The need for diplomatic talks between Trump, Putin, and Zelensky

Energy Markets & Oil Pricing

Discussion of current oil prices (~$68/barrel), refining capacity constraints, and the crack spread differences between Texas ($5) and California ($15). They debate whether oil will drop to $50 and discuss the role of NGLs (natural gas liquids) as an alternative hydrocarbon source.

Peak Not Oil & NGL Production

Doomberg presents the thesis that we're not running out of oil—instead, we're transitioning to abundant NGLs (propane, butane, ethane). U.S. NGL production is expected to cross 8 million barrels per day, offering cleaner-burning alternatives.

NATO & U.S. Foreign Policy

Critical examination of:

Article 5 obligations (e.g., defending Estonia)

The Jones Act and its impact on energy prices

Why the U.S. should focus on the Western Hemisphere rather than global conflicts

The dangers of nuclear proliferation resulting from military interventions

California's Energy Crisis

Discussion of California's regulatory overreach, refinery closures, and how the temporary suspension of the Jones Act has helped provide cheaper energy to the state.

Upcoming Doomberg Stories

"Sources and Methods" (Friday) - Examining media bias and how to verify information in an age of AI and deepfakes

"Blue Chips" (Tomorrow) - A gas-to-data project in the Permian involving Chevron, Microsoft, and GE

Media Literacy & Propaganda

The hosts emphasize the importance of critical thinking, cross-referencing multiple sources (including alternative media), and understanding that major outlets like the Financial Times have biases and propaganda elements mixed with legitimate reporting.

This episode is essentially a deep dive into energy geopolitics, the failures of Western sanctions policy, and the importance of independent analysis in an increasingly censored information landscape.