You can not buy this kind of entertainment. The global militaries are set to clash over, wait for it, Net Zero. Doubling down on energy policies will win wars and destroy total echonimies. But which ones will prevail, and which ones are going to be history? You won't want to miss Irina Slav, Tammy Nemeth, David Blackmon, and Stu Turley on this fun topic. - And yes, that cover photo includes a tank and a troop carrier next to an EV charging station with a wind turbine on top.

Highlights of the Podcast

00:01 - Introduction

01:50 - U.S. Military Steps Away from Climate Initiatives

02:30 - EU’s Net Zero vs. Rearmament Push

05:11 - The Green Military Fantasy

09:48 - NATO’s Net Zero Problem

13:16 - Trump’s Tariffs & Rare Earths from China

17:19 - It’s Not Just Money, It’s Manufacturing

18:14 - Energy vs. Defense: Competing for Resources

19:28 - Europe’s Defense Dilemma

22:54 - U.S. Manufacturing & Tariff Debate

26:01 - Corporate Profit vs. National Security

28:18 - Can You Transition & Rearm at Once?

30:56 - Europe's defense puts a fresh twist on steel, growth engine of old

31:42 - Opinion: We need to hear political candidates’ views on the globalist vision for 2050

33:51 - Washington Update From the US Oil & Gas Association

33:59 - Trump Can Have ‘Drill, Baby, Drill’ or $50 Oil, But He Can't Have Both

37:39 - UK floats plan for joint European fund to ‘stockpile’ weapons

39:24 - EU exploring weaker 2040 climate goal

42:55 - Panama Canal is about to heat up

43:54 - Pennsylvania’s Coal Industry Crumbles As Plant Closures Mount

44:12 - Report: States With The Highest Energy Prices Mandate Renewables, Cap-and-Trade Policies

50:12 - SpaceX vs. Blue Origin & Celebs in Orbit

55:03 - Oil Price Predictions & Global Energy Demand

With the Just Stop Oil crew claiming victory and shutting down their protests, did they win? Or is there something to the rumor that people are waking up to the realities of energy? This week, David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley will cover that and several other topics that are changing in real time.

Highlights of the Podcast

00:12 - Introduction & Investor Discussion

05:45 - ESG Investing Impact on US Oil Industry

07:44 - UK Windfall Tax & Political Impact

10:25 - Managed Transition Strategy

14:22 - OPEC+ Supply Easing & Global Market Impact

15:35 - US-Russia Relations & Ukraine Conflict

18:21 - Oil Pad Visit & Investment

20:21 - Elliott Management’s ESG-Agnostic Strategy

24:29 - House Judiciary Report on ESG Activism

27:26 - How Russia and China are seizing on Canada's carelessness in the Arctic

33:02 - Labour launches net zero crackdown on boats

36:58 - Opinion: Is Mark Carney ‘Canada first’ or net zero first?

40:21 - Five Energy Transition Lessons for 2025

41:26 - Commentary: US LNG exporters could hit methane snag in Europe.

45:55 - Peak Permian? Geology and Water Says We're Close

46:13 - How cheap is Russian natural gas via pipeline compared to LNG imports

48:50 - Most Polls: Most Voters Prioritize U.S. Energy Independence Over Climate Fight

53:30 - Green Policies & Clean Coal Technology

56:27 - Exporting Nuclear Energy as a Service

We are seeing some notable trends in the energy and finance markets. Energy Policies and laws incorporating the Net Zero mandate from governments have started breaking into two camps. Countries that are heading to Net Zero are having more financial problems, and those that are not moving to Net Zero are focusing on increased GDP and growth. You won't want to miss the Energy Realities team from Bulgaria, the UK or Canada, and the US as they cover these trends. The hosts, David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley, have great information from different viewpoints and backgrounds.

Highlights of the Podcast

00:11 - Introduction

02:12 - Net Zero and Global Division

08:31 - Heathrow Power Outage & Net Zero Failures

14:14 - Corporate Shift Away from Net Zero

21:14 - Carbon Border Adjustment Mechanism

24:12 - Media Censorship & Throttling of Net Zero Discussion

33:27 - Carney Defends Carbon Strategy, Say Trade With Europe, Asia Dependent on It

36:48 - Ed Miliband admits his solar panels bought for English schools and hospitals are Chinese and may be made using coal

43:08 - Banks picking sides

44:24 - The Fossil Industry Gets Its Revenge on Green Activists

47:07 - The Business Case for Green Energy

47:21 - Tesla’s Electric Dream Collapses As Carmaker Possibly Enters A Blackberry moment

51:58 - The UK’s Heathrow Power Outage sheds light on Net Zero Policies

53:05 - Trump,Zelensky Talk Cease-Fire Conditions in Phone Call - US Looks at Nuclear Power Plant ownership

55:20 - Global Energy Strategies & U.S. Policy Impacts