On this wild episode of Energy Realities, we had way too many topics to choose from, so someone shouted, "Cover them all." Well, ok, here are some of the issues we are organizing....

*BP is out of wind.

*Exxon and Chevron embark on a beautiful friendship in Guyana.

*Ed Miliband just keeps getting crazier.

*$92 billion in private investments for enormous Pittsburgh AI development.

*New coal plant permitted in Tennessee.

*German Green Party Wants Price Controls;

*How will 16-year-old voters move energy policy in Canada and the UK?

*EU goes all in on next sanctions package.

You have to start your week off in the Energy Markets, getting fired up by the team from Bulgaria, the UK, Canada, and the great State of Texas.

With David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley, you will be shocked at the newest updates.

Highlights of the Podcast

00:01- Introduction

02:19 - BP Exits U.S. Onshore Wind Business

04:17 - UK Drops Locational Energy Pricing—For Now

07:32 - EU Sanctions Russia—Again

14:34 - AI Project in Pittsburgh

16:25 - China’s New Mega Hydro Project Sparks Concern

18:00 - U.S. Grid Reliability Concerns Escalate

22:29 - UK and Canada Consider Lowering Voting Age

28:23 - California's ESG Push Could Backfire

34:35 - German Greens Want Ice Cream Price Controls

36:39 - U.S. Considers Withdrawing from the IEA

43:04 - Real Reform After Texas’ 2021 Blackout

45:11 - Fort St. John residents challenge the SuzukiFoundation over misleading Montney image

47:50 - UN Report Seeks To Outlaw Climate Skepticism, Punish Fossil Fuel Defenders

52:38 - Pittsburgh Plans to Become a Major AI Powerhouse, Fueled by Gas and Nuclear

52:48 - WATCH/READ: Mike Rowe Lays America’s Jobs Crisis Out For All To See

56:55 - China Will Make Almost a Third of the World’s Cars by 2030

00:15 - Can India Replace Russian Oil if Secondary Sanctions by President Trump?

01:00:51 - Wind and Solar’s Day of Reckoning is Approaching.

This was an outstanding episode of the Energy Realities podcast with our special Guest,

Tom Nelson. He has been on the podcast before, and this time was a great treat for our listeners, and the comments from the live audience was fantastic!This was very enlightening and entertaining, as we are seeing a change in the world, and it normally starts with banks and insurance companies.

When Tom brought up some Key points about his post on Substack, and Larry Fink’s admission, or omission, of ESG and climate in his year-end financial reports was HUGE.

Tammy was spot on with how the UK and Canada are handling Net Zero, and you need to follow her Substack as well.

We also covered the new report from the United States Department of Energy. DOE’s Grid Reliability Report Sounds the Alarm: Opportunities for Investors in a Strained Energy Landscape. Secretary Chris Wright’s team has done a great job getting the numbers together for how they are going to ensure grid reliability. You can get the full report here: DOE Final EO Report (FINAL JULY 7)_0

Highlights of the Podcast

00:01 – Intro and Guest Introduction

02:14 – CNN Poll on Climate Fear

06:30 – Climate Sentiment in UK and Canada

12:13 – Tom Nelson’s “Climate Scam Collapse” List

15:02 – Renewables vs. Reliable Energy

16:53 – Future U.S. Energy Policy Direction

21:23 – ESG and Larry Fink Reversal

25:37 – Tom on Information Sources & Free Speech

29:56 – Cultural Shift Against Climate Alarmism

33:39 – The Role of Modular Nuclear Reactors

37:48 – Nuclear Waste and Overcoming Fear

40:19 – Modular Reactor Development Pace

47:12 – AI’s Role in Grid Demand and Solutions

52:59 – Projections on AI-Driven Power Demand

55:36 – Public vs. Private Generation Competition

56:31 – Final Thoughts on Renewables and Storage

59:35 – Wrap-Up & Where to Find the Hosts

For the full transcript: https://theenergynewsbeat.substack.com/p/americans-are-not-afraid-of-climate

You will not want to miss this episode of the Energy Realities Podcast with Irina Slav, Tammy Nemeth, David Blackmon, and Stu Turley as they discuss the looming EU and China alliance on the horizon. Why is this happening, and how will this impact consumers globally? We would like to thank all our regular viewers and those who add great comments each week. Those comments are very enlightening, and many are just downright fun! Have a safe and fun 4th of July!

Highlights of the Podcast

00:01 - Introduction

02:35 - EU-China 50th Anniversary & Partnership Talks

05:32 - EU Hypocrisy on China

09:54 - Searching for a “New Sugar Daddy”

17:52 - BRICS and Geopolitical Realignment

24:43 - Desperation or Strategy? EU's China Dependency

33:24 - Climate Policy Zealotry and Militarization

38:24 - EU Methane Monitoring Rules

42:31 - Supply Chains, Trump, and Global Security

48:51 - Wind, Solar, and the End of a Green Illusion

50:48 - Germany’s North Sea Drilling & Green Virtue Signaling

54:12 - Floating Solar Panels on UK Lakes

56:20 - Solar in the Arctic: Canada’s Futile Subsidies

58:11 - Endless Promise of Breakthrough Solar Tech

Buckle up as the best Monday morning live podcast on Energy rolls out a huge topic on Geopolitics and Critical Minerals. There are some surprising developments underway, and we will cover them all. From NATO’s shifting defense budgets and China's strategic chokehold on rare earth processing to trade realignments and energy market turmoil, this fast-paced discussion dives into the global power plays shaping energy security.

Join David Blackmon, Dr. Tammy Nemeth, Stuart Turley, and Irina Slav for a candid, insightful, and at times humorous exploration of the geopolitical chessboard behind critical minerals and the energy landscape.

Highlights of the Podcast

00:11 – Opening & Intros

01:43 –Geopolitics, NATO, and Energy Security

04:33 – NATO Spending & Critical Minerals

08:32 – Energy Economics & Geopolitical Alliances

14:56 – Supply Chain Vulnerabilities & China's Role

23:17– Environmental Activism & Policy Barriers

30:31 – DEI Requirements & Economic Dysfunction

41:29 – Inflation, Unemployment & Energy Costs

45:36 - UK Pulls Plug on £24 Billion Desert Power Fantasy

49:24 - Senate adopts Carney's fast-tracked major projects bill - well before Canada Day deadline

52:57 - Trump announces U.S. - China Trade Deal

53:21 - The Senate version of the “Big Beautiful Bill” took a surprising turn: Instead of allowing wind and solar subsidies to continue forever, the bill kills the subsidies and imposes a new tax on them!

56:03 - Germany moves to block any attempts to restart North Stream

56:19 - California should raise fuel imports, pause margin cap, regulator says

57:43 - California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured

58:15 - UK Car Output Hits 76-year Low: Green Energy Policies, Not just Trump Tariffs, Drive Deindustrialization

You won't want to miss this episode of the Energy Realities Podcast, featuring David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley, as they discuss geopolitical issues and their impact on oil. With President Trump authorizing the strike on Iran's Nuclear programs, what will happen to oil? Will Iran retaliate, or will terror cells open up globally? Will the Strait of Hormuz be shut down? Will Russia step in to help Iran, or will it focus on Ukraine?

Highlights of the Podcast

00:01 - Introduction

02:00 – Iranian Tensions & Strait of Hormuz Threat

09:00 – Market Reaction to Geopolitical Risk

12:00 – Strategic Tanker Movements & Sanctions Workarounds

16:00 – Oil Economics & Regime Stability

20:00 – Potential Global Impacts & China’s Role

23:00 – OPEC+ & Global Oil Supply Questions

25:00 – North American Energy Security Gaps

28:00 – Price Prediction Roundtable

36:22 - BREAKING: Saskatchewan to rebuild its coal fleets, despite federal regulations calling for its demise

40:22 - ArcelorMittal drops their plans for green steel in Germany due to high energy costs

43:01 - The Senate Caves on IRA Wind and Solar Subsidies

45:05 - Supreme Court Wades Into Louisiana's Coastal Erosion Lawsuit Issue

48:17 - Global Banks Increase Fossil-Fuel Funding as Climate Pledges Crumble

50:49 - UK issues tougher environmental rules for new North Sea oil and gas drilling

53:12 - Has Net Zero Caught Up to the UK's Don Quixote Green Energy Dream? Reconsidering North Sea Oil Amid Energy Crisis

54:37 - Trump gave Iran every chance to resolve this peacefully - Doug Sheridan

What is going on in the EV market with the end of the EV mandates? What will happen to the global markets? Will insurance companies become the new mandatory organizations?

EV policies are starting to shift in the U.S., Canada, and Europe - and that’s having an impact on consumers, manufacturers, and the energy sector. As government mandates lose momentum and subsidies begin to fade, investment patterns are changing, China’s role in the market is being reexamined, and hybrids are gaining more attention from buyers.

You won't want to miss this Energy Realities podcast with Tammy Nemeth, David Blackmon, Irina Slav, and Stu Turley

Highlights of the Podcast

00:01 – Introduction

02:00 – Canada’s EV investments

06:00 – Policy disconnect

09:00 – Global EV push vs U.S. market reality

12:30 – Global EV sales misleading

18:00 – Strategic shifts

22:30 – U.S. legislative shifts

26:30 – EPA and CO₂ regulation

29:30 – Social control via energy

34:00 – Political commentary

38:00 – Grid reliability + EV cold-weather failures

40:51 - Britain's electricity grid is dangerously outdated

42:36 - Gearing Down in Ontario

46:49 - Increasingly Worthless WSJ Flies Completely off the Rails

48:13 - DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV Mandate

50:40 - Israeli Targets Iran’s South Pars Gas Field in Escalating Airstrikes, Iran Retaliates

56:00 – IEA investment spin

The AI and Data Center Reveal: Electricity Growth Crisis is an absolute understatement. The energy crisis revealed by data center growth is shedding light on the grid and how new electricity sources are added. You won't want to miss this discussion from the International Podcast team of Irina Slav, Tammy Nemeth, David Blackmon, and Stu Turley.

Highlights of the Podcast

00:01 - Introduction

02:10 - The UK’s AI Ambition vs. Energy Reality

06:10 - Big Tech’s Energy Wake-Up Call

12:14 - Turbine Delays and Supply Crisis

14:19 - The Rise of Microgrids and Jet Engine Turbines

18:54 - Energy Class Divide?

23:01 - ESG Is Quiet, But Not Gone

26:55 - Natural Gas and Foreign Investment Surge

32:16 - The Future of Coal and Carbon Capture

36:20 - Are Data Centers Just Bigger Clouds?

43:35 - Opinion: Can Alberta survive a net-zero agenda?

46:43 - Lorraine Explains: Carbon Cred will pay you to leave your car at home

48:52 - Can’t Make It Up: Bloomberg Admits Coal Is Integral to Energy Security

51:19 - Company's Quietly Water Down Climate Claims In Latest Investor Reports

52:35 - Climate Startups Are Pausing Operations, Cutting Staff and Entering Bankruptcy, Trump Policies Bite

55:34 - China's Energy Mix and Investment Made on the Backs of Western Net Zero Movement

56:45 - The Great Decline of California’s Energy Sector - Can the United States be “Energy Dominant” with California dragging the U.S. down?

This is a massive story about the UK and the EU on the path to Net Zero. We recognize that many energy policies are written based on Net Zero policies, and subsequent patterns emerge. Deindustrialization and fiscal failure. Kathryn Porter is an author for Watt-Logic and has a fantastic report on "The true affordability of net zero."

You will not want to miss this discussion, as the EU and the UK are following many of the same energy policies and are trying to persuade the USA to follow the same path to deindustrialization for the sake of the planet. Join David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley on this special edition of the Energy Realities Podcast.

Highlights of the Podcast

00:01 – Introductions

02:28 – Why Gas Isn’t the Main Culprit

04:37 – What the £17 Billion Includes

05:08 – Definitions: Marginal Pricing & Capacity Market

07:16 – Contracts for Difference (CFDs) Explained

11:14 – Solar Power's Low Efficiency in the UK

13:20 – Can the UK Afford This Path?

17:39 – Pushback and “Debunking” the Report

19:50 – Is It Incompetence or Ideology?

23:16 – Public Understanding of Energy

24:42 – Net Zero and Deindustrialization

30:27 – Grid Interconnects and National Security

34:23 – Decentralized Grid Management?

38:27 – Aging Infrastructure Risk

41:20 – Conflicting Policy Priorities

43:57 – Fixing the System: 4 Recommendations

45:21 – Could the US Influence UK Policy?

47:15 – How Much Worse Before It Gets Better?

50:53 – Bureaucratic Capture Limits Reform

53:14 – Will Shell and BP Leave the UK?

56:36 – Polluter Pays Narrative Fails the Poor

58:34 – Closing Remarks