This was a great episode with Dr. Tammy Nemeth leading the discussion with our special guest Rupert Darwall. The link to his book is below, and he has a new one coming out soon. We could have used several other titles as well: Who’s Paying for the Green Transition? or Energy Security or Green Dreams? […]
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As Europe enters the critical summer refill season in April 2026, its natural gas market faces significant headwinds. Underground storage levels are starting from an unusually low base after a harsh winter, compounded by geopolitical disruptions to LNG supply chains—particularly from the Middle East. With refill operations already underway but volumes constrained, the continent is […]
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With this wild group of 7 stories, and one from CENCOM, I needed to also have a subtitle of “these three key points: “Paper vs. Physical: The Fractured Oil Market” “When Energy Meets Geopolitics: A Perfect Storm” “The Hidden Risks in America’s Power Infrastructure” No deal – The negotiation team could not agree on […]
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The backbone of America’s electricity system is under unprecedented strain. As highlighted in a widely discussed analysis by investor Felix Prehn, roughly half of the nation’s power transformers are operating well past their useful life—not merely aging, but “running on borrowed time.” JP Morgan has flagged the U.S. power grid itself as a national security […]
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Geopolitical shocks are piling up on global oil supply, and traders are bracing for another wild session when Asian markets open in the coming hours. With the Iran war now five weeks old and fresh Ukrainian drone strikes hammering Russian refining and export terminals over the past four months, the question on every energy desk […]
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In a fiery Easter Sunday Truth Social post, President Donald J. Trump escalated his ultimatum to Iran over the closed Strait of Hormuz. “Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fkin’ Strait, you crazy btards, or you’ll be […]
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ENB Pub Note: The Energy Bad Boys are one of my favorite Substack authors out there, and I am sending them a note to get them on the podcast. This is an outstanding article, and will be covered on the Energy News Beat Stand up later today. We highly recommend subscribing to their Substack as […]
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As the Iran war enters its fifth week and the Strait of Hormuz remains effectively closed, Goldman Sachs has issued a stark warning in its April 2026 report titled “Are We Running Out of Oil?” The bank’s analysts, led by Yulia Zhestkova Grigsby, conclude that the world is indeed facing acute physical shortages of crude […]
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ENB Pub Note: This article is from the Epoch Times and was forwarded to us by Ronald Stein, Author and Friend to the Energy News Beat Podcast. As we have been talking on the Podcast, California is a National Security Risk. California is the 4th largest economy in the world and an “ENERGY ISLAND that […]
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J.P. Morgan has issued a stark warning to energy markets: oil prices could spike to $120–$130 per barrel in the near term, with a real risk of surging above $150 per barrel if supply disruptions through the Strait of Hormuz persist into mid-May. In comments to The Times, JPMorgan’s global head of economics, Bruce Kasman, […]
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