Energy News Beat Podcast

As we roll into the midterms, the Democrats are already rolling out "Affordability" as a key battle cry. Well, the facts show that the average blue state pays an estimated 37% more for electricity than the average red state.This podcast went out on the Energy Impacts Podcast with David Blackmon and the Energy News Beat Podcast with Stu Turley. Tom Pyle, the CEO of the Institute for Energy Research, lays out the article linked below, and it is very clear. Energy Policies account for the greatest increases in energy costs.The main topics discussed in this podcast are:1. Electricity and energy prices in the United States, particularly the higher costs in "blue" (Democratic-leaning) states compared to "red" (Republican-leaning) states. The transcript discusses a report by the Institute for Energy Research called "Blue States High Rates" that analyzes this trend.2. The impact of renewable energy policies and mandates, such as renewable portfolio standards, on electricity prices. The transcript argues that these policies, combined with the forced closure of traditional baseload power sources like coal and nuclear, have driven up costs in certain states.3. The challenges faced by states like California and New York in maintaining reliable and affordable energy supplies due to their aggressive climate and renewable energy policies. The transcript discusses issues like the closure of refineries, reliance on imported energy, and the difficulties in building new natural gas pipelines.4. The role of the federal government, particularly the Trump administration, in energy policy decisions and their impact on electricity prices. This includes topics like the EPA's endangerment finding and the potential benefits of rescinding it.5. The broader political and ideological divide between "red" and "blue" states on energy and climate policy, and how this translates into differences in electricity affordability for consumers.01:25 Intro to the main topic of Blue State and High Rates02:23 Tom Pyle, breaks down the report07:16 Wind and solar in Texas08:43 Graphic on costs in blue vs. red states14:25 transmission lines and costs17:24 California and its Energy Crisis21:02 Energy Policy defines electricity rates26:54 Jones Act and LNG Tankers37:33 Carbon Taxes and Net Zero#energynewsbeat #netzero #democrats Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/thomasjpyle/Check out the IER Institute for Energy Research https://www.instituteforenergyresearch.org/the-grid/blue-states-high-rates/Full Transcript will be https://energynewsbeat.co/conversationwithstu/Full Video with no commercials will be https://theenergynewsbeat.substack.com/

There is a bright future for the United States and Venezuela, but it could be a bumpy ride. 1. President Trump's efforts to restore prosperity, safety, and security in Venezuela. This includes the US government working with interim Venezuelan authorities and private industry to market Venezuelan crude oil in the global marketplace, with the proceeds going to US-controlled accounts.2. Secretary of Energy Chris Wright's plans and vision for the US energy market, including promoting domestic rare earth production, addressing challenges facing the US electrical grid, and his views on nuclear power and the "energy edition" rather than an "energy transition".3. The impact of US military action in Venezuela on the country's power grid, and the challenges of stabilizing and rebuilding it.4. The sale of Venezuelan oil to the US, including the use of the "dark fleet" of tankers and the potential circumvention of the Jones Act.5. The cancellation of green energy and climate funding by the US Department of Energy, which the speaker views as addressing "graft and greed" in these programs.6. The analysis of the current state of the energy markets, including oil, natural gas, and utility stock prices.Time Stamps00:29 Intro02:19 The US has started marketing Venezuelan Oil 03:20 Secretary Chris Wright at the Goldman Sachs Energy Conf.05:58 Robert Bryce on the Venezuela Grid08:43 Bela 1 Dark Fleet Tanker - More to the Story11:53 Green Energy Definition -and cancellation of funds14:36 Markets, Brent and WTI1.President Trump is Restoring Prosperity, Safety and Security for the United States and Venezuela2.Goldman Sachs MD Neil Mehta speaks to Energy Sec. Chris Wright at energy conference3.Maduro’s Gone. The Blackouts Aren’t. – Robert Bryce on Substack4.Venezuelan Oil to Be Sold by the United States Amid Enforcement of Dark Fleet Sanctions -There is more to the Story5.Green Energy and Climate Funding Canceled by the Energy Department – Saving Millions

This was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show. Doomberg has been elevated to “National Treasure Status” by Stu Turley and The Energy News Beat Podcast team. Our great guests help us reach #3 in FeedSpot's Top 70 Energy Podcasts in the world.Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me.Here are the key points we cover.1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US.2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela’s oil assets.3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources.4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats.5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don’t rule out Gavin, as he could be in the running if we don’t fix our elections and adopt same-day paper ballots.Interesting Doomberg Moments1. “The physical global energy markets are extraordinarily well supplied. As we’re talking today... Newcastle coal, 107 bucks a million BTU, that’s doing nothing. Landed LNG in Europe is 963. Henry Hub natural gas is about three-quarters of a Big Mac, and an ounce of silver will buy you a barrel of oil and some change.” - DoombergThis quote highlights the current oversupply and low prices across various energy commodities.2. “China has been buying a million extra barrels a day all year for most of 2025 and stuffing it into their strategic reserves.” - DoombergThis quote suggests China is aggressively building up its strategic oil reserves, which could impact future oil market dynamics.3. “If natural gas were to spike on AI demand, say, you could see drillers drilling for gas and dumping the crude oil onto the market, the way they’re drilling for crude oil and dumping the gas onto the markets now, if that ever pivots.” - DoombergThis quote discusses the potential for producers to shift their focus between oil and gas production in response to market conditions.4. “There is no such thing as a Republican in D.C. There’s the uniparty. There’s Mega on the right, and Bernie on the left. And the middle is the same party. Look, there is no distinction between Mitch McConnell and Chuck Schumer, I hate to break it to you. It’s all phony.” - DoombergThis quote expresses a cynical view of the U.S. political system, suggesting there is no meaningful ideological difference between the two major parties.5. “Trump is a disruptor to that. Look, there’s a Republican party at the state level and at local levels, but not in D.C. No. Ted Cruz isn’t a Republican.” - DoombergThis quote further elaborates on Doomberg’s view of Trump as a disruptive force against the established political order in Washington.I am hopeful that we get our elections fixed, but unfortunately, I believe Doomberg is right yet again. The Uni Party is alive and well, and it really saddens me.A shout-out to David Blackmon and his industry leadership and writing. It is an honor to have him share time with Doomberg.We have some more great CEO, and I am getting ready to interview some folks on the Texas ERCOT grid, and we have more articles we are working on. We will be interviewing Doug Sandridge, who will be returning from Saudi Arabia next week, and he will have some insights into the global oil and gas markets.Thanks again to our patrons, subscribers, and readers on all of our platforms.Please reach out and subscribe to Doomberg atDoombergA lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.Subscribe to the Energy News Beat Substack Here:The full transcript will be at https://energynewsbeat.co/Discussion about this episodeTime Stamps: 01:57 Doomberg: Where is the oil glut06:05 China is buying oil, and are they preparing for war?12:50 Venezuela and the oil impact26:11 Canada and great subscribers41:58 Doomberg's methodology

The winners are the Venezuelan people, and they are happy. The losers are the Canadians, and then there are the US Congress members who took political contributions from Maduro. Will he be cutting a deal with Pam Bondi in New York? The main topics discussed in today's Energy News Beat are1. The capture of Venezuelan President Nicolas Maduro and its potential impact on the oil and gas markets. The hosts discuss how this could benefit U.S. oil companies like Chevron, as well as the potential costs and challenges of restoring Venezuela's oil production.2. OPEC's decision to maintain production levels and its commitment to market stability. The hosts analyze how this could impact oil prices and the global energy landscape.3. Allegations of fraud and financial manipulation in China's electric vehicle industry, particularly involving companies like BYD. The hosts discuss the potential fallout from this scandal.4. The Trump administration's order to keep a coal-fired power plant in Colorado operational, despite the state's push for clean energy. The hosts debate the merits and potential consequences of this decision.5. Duke Energy's plans to explore building nuclear capacity in North Carolina, which the hosts view as a positive strategic move for the company.Stories Covered: 1.Maduro Captured, what does this mean for oil markets?2.OPEC+ Country Members Reaffirm Commitment to Market Stability3.The EV Market in China Faces California and Minnesota Levels of Corruption4.Trump Administration Orders Colorado Coal-Fired Power Plant to Stay Open5.Duke Energy Takes First Step toward New Nuclear Build in North Carolina●All stories are on the Energy News Beat site https://energynewsbeat.co/or on Substack https://theenergynewsbeat.substack.com/

Jerry James, President of Artex Oil Company and an Executive Committee Member of Shale Crescent USA, stops by the Energy News Beat Podcast to share some great insights into the reindustrialization of the United States. With new electricity demands from AI, Data Centers, and the reindustrial movement from the Trump Adminstration, backed by huge investments from other countries, the United States is where companies and governments are looking to invest.The trend that Jerry brings up that is so critical is the need for manufacturing to be placed near the power source, and Natural Gas is crucial for manufacturing. Jerry is also spot on, as he points out that you "Can Not Break the Grid" when adding massive amounts of energy sources. It has to be done correctly. As Stu Turley has pointed out, the Grid has to obey the laws of physics and fiscal responsibility.Key Topics include:The growth of China's electricity production and its implications for the US in terms of national security and the AI race. The transcript discusses how China has surpassed the US in electricity production and how this is a national security concern.The reliability and affordability of the US electricity grid. The transcript discusses a Department of Energy study that projects a hundredfold increase in blackouts by 2030 if the current grid is not improved. It also discusses the impact of the 2022 Texas blackouts.The history of energy shortages in the US, particularly the natural gas shortages in the 1970s, and the lessons that can be applied to the current situation.The connection between US manufacturing jobs and energy production. The transcript discusses how US manufacturing jobs have declined in parallel with declines in US oil and gas production.The growth in demand for natural gas and electricity, particularly from industrial and AI-related sources, and the challenges in meeting this growing demand.The challenges in expanding the US energy infrastructure include the time and investment required to build new pipelines and power plants, as well as the regulatory and market structure issues that have hindered this expansion.The energy advantages of the Appalachian region (Ohio, West Virginia, Pennsylvania) in natural gas production present opportunities for industrial growth and reindustrialization.01:27 Introduction and Background02:17 China surpasses the United States in electricity production05:27 Don't break the grid when updating09:00 If you want speed to market, cut the cost of manufacturing14:54 Interest rates and recessions20:04 California was a major energy producer, but is now in a crisis33:36 Spent billions on grid updates with huge increases to consumers.49:58 Billion cubic feet of natural gas in the three states51:54 Long-term contractsCheck out all the great work at the Shale Crescent USA https://shalecrescentusa.com/Thank you for stopping by the podcast, Jerry! Your insights are critical to our United States industrial resurgence. - StuThis is the first podcast from the Energy News Beat team in 2026, and it will help set the course for a great year. We ended the year with fantastic numbers, and FeedSpot ranked the Energy News Beat Podcast #3 globally in the top 70 Energy Podcasts to listen to. We want to thank all of our great guests, listeners, subscribers, and patrons.We have a full lineup of CEOs in the Energy Space. Let us know if you need to get your story in front of our massive audience.