On the heels of President Trump’s tour through the Middle East, we’re seeing a HUGE shift in the global energy landscape. You won't want to miss the discussion from the Energy Realities team from Bulgaria, the UK, and Texas as we cover the trip that was a celebration and not a fist bump.

Stuart Turley, Irina Slav, Tammy Nemeth, and David Blackmon dig into the implications of a possible U.S.-OPEC+ relationship, energy diplomacy, the Syria pipeline question, turbine shortages, and why Canada and the UK might be getting energy policy all wrong.

Transcripts available on Substack.

Highlights of the Podcast

00:01 - Introduction

02:00 - The "New" U.S. Foreign Policy Doctrine

08:00 - A Seismic Shift: America’s Energy Diplomacy

14:00 - Syria, Sanctions & Pipelines

18:00 - Middle East Trading Bloc & U.S. Tech Influence

22:00 - Religious Realities vs. Business Idealism

27:00 - U.S. Joining OPEC+?

30:00 - Energy Demands of AI & Grid Limitations

32:50 - Gilbeault throws cold water on new pipeline, says we have enough already

35:41 - Bill to create ‘Britain’s Orsted’ GB Energy passes parliament

41:09 - Doug Sheridan: A Texas-Sized Circus omnibus the ERCOT Grid

43:37 - David Blackmon: House Republicans look to end some of Biden's madness

45:57 - Despite surging power demand, gas-fired power faces manufacturing constraints that could limit near-term growth

47:33 - Can Britain's neighbors help it keep the lights on?

52:12 - The UK’s Green Energy Transition Faces Critical Slowdown Amid Growing

53:45 - Republicans have one last chance to kill the “Green New Scam” subsudies forever

55:00 – Global Turbine Shortages & GE Vernova Monopoly

57:00 – Final Thoughts