In this Energy Realities podcast roundtable, hosts Dr. Tammy Nemeth, David Blackmon, and Stu Turley examine the rapidly shifting global energy landscape and the contradictions embedded in Western climate policy. The discussion spans from Qatar Energy’s landmark 23-year LNG supply agreement with Chenier—signaling natural gas as a permanent fixture in the global energy mix—to the […]
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Qatar, long the world’s LNG heavyweight, is shopping for American gas. On Thursday, Oct. 22, Cheniere and QatarEnergy signed deals for 4 million tonnes per year (Mtpa) of U.S. LNG through 2054. Later that day, Reuters reported QatarEnergy is in advanced talks to buy at least 3 Mtpa from Venture Global (NYSE: VG) on a […]
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Saudi Aramco ordered the evacuation of its Dhahran headquarters on Thursday, October 22, 2026, directing staff to work remotely after an alarm. Multiple sources, including Bloomberg and Reuters, confirmed the move. It is the first full headquarters evacuation since the U.S.-Israeli war with Iran began in late February 2026.BloombergReuters The headquarters, which includes an operations […]
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The global liquefied natural gas (LNG) market is locked in an intensifying bidding contest between Asia and Europe, driven by severe disruptions to Qatari supplies through the Strait of Hormuz amid the US-Iran conflict that began in late February 2026. Spot prices have more than doubled—surging roughly 150% from pre-conflict levels near $10.40 per million […]
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ENB Pub Note: Since we are in the mood to poke people who don’t do their research, this one popped up. This article first appeared in Andrew Korybko’s newsletter and has an interesting idea on how to unfreeze Russian Assets, and poke the EU. After what Zelensky has been doing to his people, and what […]
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AI data centers, LNG tankers and the power plants that keep your lights on all want more of the same molecules. The gas is there, but the pipes, the winter weather, competitive price points, capacity/transportation availability and the rules decide who gets it, and at what price. A Special Edition on demand, supply, grid risk, […]
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The Energy Realities Team, with a special guest, rolls in on a great Monday. In this episode of the Energy Realities podcast, host Stu Turley sits down with energy experts Charlie Garcia (MarketWatch columnist and author of Capital Mischief), Dr. Tammy Nemeth (The Nemeth Report), and David Blackmon (Forbes and Daily Caller contributor) to tackle […]
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Iran says two loaded tankers hit mines. Ukraine ended a brief energy truce, the SPR put 17 million more barrels on offer, European wholesale gas sits $25 above the U.S. benchmark, and the Secretary of State is touring the world’s largest single-site refinery. Here is how this week’s five biggest stories land in your tank […]
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Brent closed Friday at $109.86 and the futures market prices $100 oil into spring. Gas costs about nine times more in Europe and Asia than at Henry Hub, the U.S. benchmark, coal demand is headed for a record, and five of the world’s eight oil chokepoints have trouble. Here is what it means for your […]
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U.S. LNG exporter Venture Global (NYSE: VG) announced on October 15, 2026, that it has entered power and grid frame agreements with GE Vernova and Baker Hughes Energy Services. These cover up to 16 new 720 MW combined-cycle gas power island units plus associated transformers and grid equipment, potentially enabling roughly 11.5 GW of additional […]
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