The Energy Realities Team has a blast rolling around the world. Oil, Gas, LNG, Wind and Solar are all discussed.
The Energy Domino Crisis In Motion is really showing the world the weak points in energy security and the total interdependence of the global markets. The Energy Realities Team will break apart the current situation and the most impactful stories impacting consumers, investors, and world leaders around the Globe. You won’t want to miss this episode from Dr. Tammy Nemeth, Irina Slav, David Blackmon, and Stu Turley.
1. Global Energy Crisis and Supply Shortages
The team extensively covers the worldwide energy supply challenges affecting multiple regions, including Australia, the UK, Europe, and North America. It discusses shortages in oil, natural gas, diesel, and refined products, examining how these shortages are impacting different parts of the world.
2. Policy Responses and Energy Transition Debates
A significant portion focuses on how governments are responding to the crisis, with particular emphasis on the tension between:
- Doubling down on renewable energy investments
- Increasing fossil fuel production
- Criticisms of “net zero” policies and their effectiveness
3. Renewable Energy Infrastructure Challenges
The discussion addresses practical issues with renewable energy adoption, including:
- Disposal and recycling of wind turbine blades and solar panels
- Land use impacts of renewable energy projects
- Environmental concerns related to renewable infrastructure
4. Economic Impact on Industries and Consumers
We also explore how the energy crisis affects:
- Agricultural sector
- Transportation industry
- Refining operations
- Consumer prices for fuel and food
5. Geopolitical Factors
The Energy Domino Crisis In Motion is really showing the world the weak points in energy security and the total interdependence of the global markets. The Energy Realities Team will break apart the current situation and the most impactful stories impacting consumers, investors, and world leaders around the Globe. You won’t want to miss this episode from Dr. Tammy Nemeth, Irina Slav, David Blackmon, and Stu Turley.
1. Global Energy Crisis and Supply Shortages
The team extensively covers the worldwide energy supply challenges affecting multiple regions, including Australia, the UK, Europe, and North America. It discusses shortages in oil, natural gas, diesel, and refined products, examining how these shortages are impacting different parts of the world.
2. Policy Responses and Energy Transition Debates
A significant portion focuses on how governments are responding to the crisis, with particular emphasis on the tension between:
Doubling down on renewable energy investments
Increasing fossil fuel production
Criticisms of “net zero” policies and their effectiveness
3. Renewable Energy Infrastructure Challenges
The discussion addresses practical issues with renewable energy adoption, including:
Disposal and recycling of wind turbine blades and solar panels
Land use impacts of renewable energy projects
Environmental concerns related to renewable infrastructure
4. Economic Impact on Industries and Consumers
We also explore how the energy crisis affects:
Agricultural sector
Transportation industry
Refining operations
Consumer prices for fuel and food
5. Geopolitical Factors
There’s mention of how international conflicts, particularly the Russia-Ukraine situation, influence energy supply and infrastructure in Europe and the Middle East.
“ Everything is right now. We better have an end of this soon or it’s gonna be a global economic shock of 1970s proportions. “
David Blackmon, Forbes Author, Substack Energy Absurdities
“ They just cannot admit they’re wrong, and the more time passes, the worse the mistakes get to be, and the most, but the more obvious they get to be. The more they will double down because it becomes impossible to admit we were wrong. “
Irina Slav, Energy Writer, Substack Author
“ And California has done the same cotton picking thing that’s going on. They had 39 refineries. They’re down to seven. Six are about to close because of the carb, which is the tax, uh, invest tax and cap it. Now it’s tax and invest, which has still a highway robbery system. It’s still just tax is what it is, and it’s going to go down to one. “
Stu Turley, Energy News Beat Host
“ You think coal’s dead? Not yet. “
Stu Turley, Energy News Beat Host
Here is the Coal Map we were talking about.
Here is the Marine Traffic Site
Wind Energy is Not as Eco-Friendly as They Say
Below is a snippet from the article I wrote from Peter Clack’s post on X. I have sent an invitation, and we will get him on the Energy Realities and Energy News Beat Podcasts.
The wind energy industry loves to portray itself as the ultimate green savior—clean, renewable, and kind to the planet. But a closer look at its supply chain reveals a dirty secret hidden in the Amazon rainforest. Balsa wood, prized for its lightweight strength, forms the core of many wind turbine blades. The boom in wind installations has triggered a surge in balsa harvesting that is devastating forests, fueling organized crime, and leaving non-recyclable blades to pile up in landfills.
A recent post on X by Peter Clack (@PeterDClack) pulls no punches on this issue. It highlights how roughly 91% of forest loss in the Brazilian Amazon is now linked to organized crime, according to monitoring agencies. No longer just small-scale farming or palm oil, this is militarized drug operations. Up to 70% of “legal” balsa exports are likely laundered wild timber. Logging tracks have become arteries for the drug trade, with cartels like Comando Vermelho and Primeiro Comando da Capital trading precursor chemicals for illegal Amazonian gold and timber. When we subsidize wind turbine blades, we’re financing global organized crime.
And here is a sneak peek of the new Energy News Beat site they are bringing online soon.
It is going to be a very busy week. Got David Blackmon and Mike Akers talking about the California crisis, Mark Mukhija, CEO of Eagle Nuclear Energy, is rolling through, and interviewing Jason Arceneaux, Chairman of the Board and President of ARC Energy.
Thank you again to all of our great subscribers, sponsors, and patrons.
Check out Stu Turley on The Energy News Beat Substack:
Energy News Beat
At The Intersection of Energy and Finance – By Sandstone Group
By Stu Turley
sturley@sandstone-group.com
For David Blackmon
David Blackmon’s Energy Additions
There is no ‘Energy Transition’ taking place. Instead, what is taking place is the most massive addition of energy in all its forms in the history of mankind. Learn all about this energy addition and the public policies that drive it here.
sturley@sandstone-group.com
For Tammy Nemeth
The Nemeth Report’s Substack
My personal Substack
sturley@sandstone-group.com
For Irina Slav
Irina Slav on energy
All things energy. Challenging the dominant narrative because facts matter.
sturley@sandstone-group.com
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Discussion about this episode
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dave walker
dave walker
12m
You guys always have a great show. Nowadays you have plenty of topics to discuss. It’s going to get interesting very quickly if the war with Iran lingers for some time.
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Stu Turley
9m
You got that right, and David did a great job! – Tammy was on point and Irina was a RockStar!!!!!
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Energy News Beat
Energy Realities
After 94 Episodes of the Energy Transition, the name was changed to Energy Realities. No holds barred, and physics and humanity matter. The gang has fun, and listeners can engage with the team on the weekly live broadcast. Contact any of the hosts to ask questions, and check to see if you would be a great fit to be a guest on the show.
Hosted by:
Armando Cavanha, Energy Thought Leader, Podcast Host, Curitiba, Parana, Brazil Contact on Twitter @cavanha
Tammy Nemeth, International Energy Thought Leader, Podcast Host, UK, Canada @thenemethreport
Irina Slav is an international author for oil prices, substacks, and others, writing about energy, mining, and geopolitical issues. Bulgaria Contact on Twitter @SlavEnergy
David Blackmon is the principal at DB Energy Advisors, an energy author, contributing author for Forbes, and podcast host. Contact on Twitter @EnergyAbsurdity
Stu Turley, CEO, Sandstone Group, Podcast Host Energy News Beat https://energynewsbeat.co/
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There’s mention of how international conflicts, particularly the Russia-Ukraine situation, influence energy supply and infrastructure in Europe and the Middle East.
“ Everything is right now. We better have an end of this soon or it’s gonna be a global economic shock of 1970s proportions. “
David Blackmon, Forbes Author, Substack Energy Absurdities
“ They just cannot admit they’re wrong, and the more time passes, the worse the mistakes get to be, and the most, but the more obvious they get to be. The more they will double down because it becomes impossible to admit we were wrong. “
Irina Slav, Energy Writer, Substack Author
“ And California has done the same cotton picking thing that’s going on. They had 39 refineries. They’re down to seven. Six are about to close because of the carb, which is the tax, uh, invest tax and cap it. Now it’s tax and invest, which has still a highway robbery system. It’s still just tax is what it is, and it’s going to go down to one. “
Stu Turley, Energy News Beat Host
“ You think coal’s dead? Not yet. “
Stu Turley, Energy News Beat Host
Here is the Coal Map we were talking about.
Here is the Marine Traffic Site
Wind Energy is Not as Eco-Friendly as They Say
Below is a snippet from the article I wrote from Peter Clack’s post on X. I have sent an invitation, and we will get him on the Energy Realities and Energy News Beat Podcasts.
The wind energy industry loves to portray itself as the ultimate green savior—clean, renewable, and kind to the planet. But a closer look at its supply chain reveals a dirty secret hidden in the Amazon rainforest. Balsa wood, prized for its lightweight strength, forms the core of many wind turbine blades. The boom in wind installations has triggered a surge in balsa harvesting that is devastating forests, fueling organized crime, and leaving non-recyclable blades to pile up in landfills.
A recent post on X by Peter Clack (@PeterDClack) pulls no punches on this issue. It highlights how roughly 91% of forest loss in the Brazilian Amazon is now linked to organized crime, according to monitoring agencies. No longer just small-scale farming or palm oil, this is militarized drug operations. Up to 70% of “legal” balsa exports are likely laundered wild timber. Logging tracks have become arteries for the drug trade, with cartels like Comando Vermelho and Primeiro Comando da Capital trading precursor chemicals for illegal Amazonian gold and timber. When we subsidize wind turbine blades, we’re financing global organized crime.
It is going to be a very busy week. Got David Blackmon and Mike Akers talking about the California crisis, Mark Mukhija, CEO of Eagle Nuclear Energy, is rolling through, and interviewing Jason Arceneaux, Chairman of the Board and President of ARC Energy.
Thank you again to all of our great subscribers, sponsors, and patrons.
Check out Stu Turley on The Energy News Beat Substack:
For David Blackmon
For Tammy Nemeth
For Irina Slav
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