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/ @STUARTTURLEY16
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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/ @STUARTTURLEY16
We have Brian Zinchuk, PipelineOnline.ca, Saskatchewan’s Energy News, stopping by the Energy Realities Podcast, and we’re ready to dive deep into Canada’s evolving energy markets. It’s always a great time having Brian on the show as he brings sharp insights and real-world perspectives on the challenges and opportunities facing Canada’s energy future.From the federal clean energy mandates to the realities of coal, gas, and nuclear development, this conversation explores how Saskatchewan is navigating the path to reliable, affordable power. Buckle up, some true energy realities are hitting the podcast as we uncover what’s shaping the future of Canadian energy.This was a lot of fun, and Brian and I were able to catch up after the show and talk about his reporting and how we can help him out with more coverage.Please follow Brian on LinkedIn https://www.linkedin.com/in/brianzinchuk/ (https://www.linkedin.com/in/brianzinchuk/)Check out his news site: Pipelineonline.ca (https://pipelineonline.ca/#/?playlistId=0&videoId=0)Highlights of the Podcast00:00 – Introduction01:42 – Saskatchewan’s Energy Reality04:12 – Coal as a Bridge to Nuclear10:26 – Challenges with Wind, Solar, and Gas12:11 – Lessons from Europe and Maintenance Issues22:18 – CO₂ Capture and Enhanced Oil Recovery26:19 – Federal vs. Provincial Energy Conflict29:09 – The Price of Unreliable Energy35:51 – The Storage Mirage39:33 – Saskatchewan Pushes Back44:54 – Doubling the Grid is Unrealistic53:25 – Nuclear’s Massive Future55:56 – Preparing the Next Generation58:31 – Closing Remarks
In a shocking flip, Bill Gates announced that Climate Change, while a real issue, is not an "existential threat" to humanity. Wow, how much has his Climate leadership impacted global markets and society and how has it harmed kids' mental health? You have to ask, how much has the global market of carbon credits and Net Zero been influenced by Bill Gates' money and involvement? And how do we move forward without being censored?In this episode of the Energy Realities Podcast, David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley dive into Gates’ sudden change in tone and what it reveals about the broader climate agenda. From the fading dominance of the Green movement to the growing backlash against global sustainability mandates, the hosts unpack how billionaire-driven policies, corporate influence, and political narratives have shaped public perception and distorted energy markets. They also explore the real “opportunity cost” of these policies how resources poured into questionable green ventures have stifled innovation, strained economies, and undermined energy security worldwide. Tune in for sharp insights and real talk you won’t hear in the mainstream.Highlights of the Podcast00:00 – Opening and Introductions01:41 – Bill Gates’ Shift on Climate Change05:11 – Gates’ Motives and Investments06:45 – Gates’ Profit Motives & Backlash10:28 – Media Clip: “Opportunity Cost”15:14 – Exxon’s Pushback and Policy Overreach21:14 – The Battle over Corporate Climate Mandates28:15 – EU’s Overconfidence and Federalization Push34:01 – EU’s Political Shakeups and Doubling Down39:42 - Climate activists lose human rights case over Norway oil and gas drilling42:36 - Tests find that Chinese manufacturer can manipulate electric busses in Norway46:46 - Chris Wright talks China Deal, Alaska, Bill Gates and More 47:44 - Bill Gates Lurch into Energy and Climate Reality48:33 - Save the animals. But only the ones we say54:50 - ExxonMobil Sues California Over Climate Reporting Laws55:23 - Surge in Rooftop Blazes Sparks Concern Over Miliband’s Solar Panel Boom57:46 – Global Climate Governance01:01:46 – Closing Remarks
You won't want to miss this episode of the Energy Realities Podcast with David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley as they dive into the major shifts shaping today’s global energy landscape. From geopolitical tensions and critical mineral shortages to the ongoing tug-of-war between renewable ambitions and oil and gas realities, the hosts unpack how policy, production, and politics are redefining the future of energy.As markets react to new trade deals, environmental directives, and economic divides, the team breaks down what these changes mean for consumers, investors, and nations alike. This episode brings powerful insight and candid analysis on the forces driving the world’s transition and why understanding them has never been more important.Highlights of the Podcast00:01 – Introductions03:32 - Promises Made, Promises Kept: Trump Keeps Another One in ANWR12:06 - The momentum on trade is with the United States22:23 - Greenpeace and the Net Zero Followers are Wrong - The World is Bifurcating into New Trading Blocs29:49 - Europe Faces an Economic Reality Check on Its Climate Agenda31:47 - Europe struggles to catch up in race to stockpile critical minerals38:54 - U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations45:44 - Household electric bills to change with the weather54:22 - Spain Reconsiders Its Nuclear Phaseout as Utilities Seek Almaraz Extension55:53 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals - What is the timeline?01:00:00 – Closing Thoughts and Takeaways
The world is facing a massive increase in electricity prices, but nobody has a straight answer on why the prices are up hundreds of percent. We have a special guest, David Turver, a first-principles thinker who writes about Net Zero and Energy Policies. We will have our regular band of energy misfits — David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley. Buckle up for the truth.In this eye-opening discussion, the panel uncovers the real factors driving today’s skyrocketing electricity costs from renewable subsidies and carbon taxes to grid infrastructure burdens and political mismanagement. David Turver breaks down how these policies have led to economic stagnation, industrial decline, and an uncertain energy future. Tune in to hear how the UK and U.S. are both feeling the impact, and what real solutions could restore affordability and reliability to our power systems.This was an excellent follow-up to the article Wind Turbines are Made by Coal and Are Not SustainableHighlights of the Podcast00:01 - Introduction03:04 - The Real Cause of High Energy Bills08:19 - Hidden Infrastructure Costs12:59 - Political Pushback and Reform Party Response14:59 - U.S. Parallels: Texas’ Two Power Grids20:15 - Economic Impact: Stagnant GDP and Industrial Decline23:07 - Carbon Border Taxes and Global Competitiveness27:12 - Double Carbon Taxes in the UK28:45 - Will Power Bills Ever Go Down?34:18 - Wind Turbine Lifespans and Decommissioning Scandals38:09 - Bureaucratic Capture and Net Zero Ideology43:34 - Reliance on Interconnectors and Norway’s Discontent46:50 - UK Politics and the Future of Net Zero54:03 - Real Solutions: Cutting Subsidies and Redash for Gas57:24 - The Case for Clean Coal and Energy Security59:11 - Net Zero Equals Deindustrialization01:00:05 - Closing Remarks
You won’t want to miss this live discussion from the Energy Realities team on China v. the US in the Critical Mineral market control that is getting global attention. China has been taking additional steps to control supply in various ways, and we will cover how the Trump administration is looking to secure key sources of critical minerals. With David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley.As China tightens its grip on rare earth and critical energy minerals materials vital to modern technology and defense systems, the Energy Realities team dives deep into what this means for the global economy and Western energy security. From supply chain dominance and environmental resistance to national security implications and policy failures, this discussion unpacks the strategic challenges the U.S. and its allies now face.We had a great discussion, and Stu brought up the fact that General Flynn had pointed out last week, when they were recording the podcast, that we all need to get involved and not sit on the sidelines anymore. The fact that we stood by and let our country get this bad is something we need to take to heart and take action locally. That episode with General Flynn is releasing tomorrow morning.President Trump is going to get the critical mineral issue figured out, and we need to encourage Secretary Zeldin to get after regulatory reform before it is too late. We only have months, not years, to get the ore-refining capacity moving, and we will probably see wartime investments and action from the Trump administration.Highlights of the Podcast00:11 – Introduction03:00 – China’s Global Influence and U.S. Response04:16 – Warnings Ignored: The West’s Missed Opportunities06:50 – Environmental Barriers to Mining08:11 – The Irony of Green Resistance12:03 – National Security and Supply Chain Risks19:01 – Political Compromise and Chinese Influence in the West23:09 – Useful Idiots and Ideological Alignment26:56 – Political Incompetence in the West30:00 – Call for Action: Building Domestic Capacity32:17 - Nations Rallied To Stop the 1970s Oil Crisis. It’s Time To Do The Same For Critical Minerals34:45 - Carney's dead end for Alberta oil37:31 - Foreign Billionaire Pours Millions Into U.S. Politics to Push Radical Green Agenda38:35 - China v America on Rare Earth and Critical Energy Minerals 38:46 - Ferrari slashes 2030 electric car plan in half 42:43 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions 43:24 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling44:23 - Greenpeace Threatens Crown Estate With Offshore Wind Lawsuit45:26 - European Union and energy 49:46 – Climate Litigation and Political Hypocrisy50:59 – Closing Remarks
You don’t want to miss this episode of the Energy Realities Podcast with the International Team from the UK, EU, and the US. We have Dr. Tammy Nemeth, Irina Slav, Stu Turley, and David Blackmon. We will be covering the latest updates in Net Zero, like the reports that the Net Zero Banking Alliance has voted to cease operations. Is this yet another fallout from the Trump UN Speech?This episode dives into the unraveling of the Net Zero movement—from Europe’s industrial collapse and green energy failures to the hypocrisy behind corporate “greenwashing.” It explores how political shifts, financial pushback, and the realities of energy demand are reshaping the global sustainability agenda. With insights from across continents, it exposes the widening gap between climate idealism and energy realism.Germany’s industrial Collapse is legendary, and the number of jobs lost due to deindustrialization is estimated between 300,000 and 400,000. The number of companies that left or shut down due to increased energy costs is staggering.Examining the financial impact of Net Zero on Germany’s GDP is remarkable, and Dr. Tammy Nemeth raised a point that the EU is considering revising or redefining GDP as a measure of financial stability. If you can have a growing economy, redefine the normal fiscal definitions.For the full article check out:Has Net Zero Cost Germany Its Top Spot in Manufacturing?Highlights of the Podcast00:13 - Introduction03:03 - The Net Zero Movement’s Bad Year07:05 - Economic Decline Across Europe12:15 - The “Blessing of the Ice Block”15:02 - Germany’s Industrial Collapse20:28 - The Meat Industry and “Protein Craze”25:25 - Greenwashing and Forced Compliance30:09 - Political Pushback in Europe32:40 - Mark Carney’s Shift From Climate-Change Warrior to Fossil-Fuel Cheerleader35:44 - Minister Hodgson announces $22M for Quebec battery innovation38:32 - UN, Nature Declare War on GDP With Their ‘Doughnut of Prosperity’ 39:34 - Net-Zero banking alliance folds after mass exodus by members42:05 - Italy's economic woes have a climate upside, for now43:51 - California’s solar and battery combo packs a transformational punch 48:07 - Update on the Chevron Refinery in California - A national security disaster just got worse as a possible drone strike50:56 - AI computing demand: An additional 55 GW of power capacity required globally by 203055:15 - Lighthearted Closing
What a week at the UN. They were expecting a climate and green energy rally, but they got President Trump going off the teleprompter and delivering some Energy Realities that were more like a shark in a tidal pool filled with fish that could not escape. Buckle up and enjoy the global impact of the Presidential speech at the UN General Assembly.In this week’s episode of The Energy Realities Podcast, hosts Stuart Turley, David Blackmon, Dr. Tammy Nemeth, and Irina Slav for a lively discussion on the “Trump Effect” that shook the UN and Climate Week. From the broken teleprompter moment to Trump’s fiery critique of global climate policies and migration funding, the panel dives deep into how his remarks exposed the contradictions of the green agenda.Packed with sharp analysis, humor, and hard truths, this episode reveals how political theater at the UN became a reality check for the global climate establishment.Personally, I think that we should defund the UN and throw them out of the United States. There is more than enough evidence that they have used USAID money against our country.Highlights of the Podcast00:00 - Opening & Introductions02:23 - Trump’s UN Speech Breakdown05:39 - Trump’s Speaking Style & Confidence08:30 - Energy Transition and Economic Realities11:16 - The UN’s Climate Contradictions12:11 - Socialist Roots of Climate Policy12:54 - OPEC+ and Climate Irony14:20 - Trump Calls Out the UN on Migration16:36 - NGOs, Migration, and Global Funding18:11 - Humor & Hard Truths19:46 - The Desperation of Climate Week Messaging22:02 - Shifting the Climate Narrative23:21 - The Language of “Affordable Clean Energy”27:04 - EV Hype and Market Realities29:09 - The Brief - China’s empty promises on the road to Belem31:02 - UN Assembly: PM Carney Speaks of Sustainability Summit32:27 - Increasing tree size across Amazonia34:05 - Energy Dept. adds ‘climate change’ and ‘emissions’ to banned words list36:11 - New report projects $95 future breakeven price for US shale oil 42:10 - Why Advertisers Are Returning To Big Oil Despite Net-Zero Pledges44:56 - US climate groups reframe the green pitch around energy costs 48:21 - Chinese lithium battery system took down South Korean intelligence agency, and Texas has 1200 of these installed49:30 - U.S. Presses India: Cut Russian oil imports or watch trade deal slip away - Could be bad for the U. S. Dollar 55:42 - Global Governance, Free Speech & Resistance58:59 - Final Thoughts & Wrap-Up
You won’t want to miss the global team of podcasters covering the IEA walking back its stances on oil and the huge impacts on international markets. David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley from all...
Meghan Lapp has been at the forefront of the Wind Farm Turbulence and issues on the East Coast, and she was just on the Ingram Angle discussing the problems with the offshore wind farms. You won't want to miss this opportunity to ask David Blackmon, Tammy Nemeth, Irina Slav, Stu Turley, and our special guest, Meghan Lapp, about the problems being kept from the public. Some real safety issues are not being covered.In this episode, we take a deep dive into the hidden impacts of offshore wind projects from threats to marine life and fisheries, to navigation risks, radar interference, and even national security concerns. Meghan shares first-hand insight into how these projects are reshaping the East Coast and why the public deserves to know more.Great job, Meghan! She is a national treasure and has been tirelessly working to protect our fishing and offshore industries from the overreach of our prior adminstration’s horrific implementation.Highlights of the Podcast00:01 - Introduction03:39 - Status of Offshore Wind Projects09:59 - Legal Oversight & Environmental Concerns15:59 - Marine Life & Migration Routes20:25 - National Security Issues25:02 - Wildlife “Take” Permits29:21 - Oil & Gas vs. Wind Development35:56 - Europe’s Offshore Wind Experience42:53 - U.S. Navy Concerns46:51 - Financial Struggles of Orsted49:00 - Next Steps52:36 - UPDATED: Carney unveils first wave of national infrastructure: Still no pipeline53:22 - Lion Electric school buses cleared to gradually return after fire scare, company says54:40 - Key agency sticks to its guns on peak oil demand55:29 - Short-Term Energy Outlook56:22 - Orsted to sell shares at 67% discount in $9.4 billion rights issue58:09 - US urges EU to ditch Russian oil and gas faster59:12 - OPEC still sees tight oil market despite supply increases
You won't want to miss this wild discussion of the Shanghai Cooperation Organisation (SCO) summit, and the natural gas pipeline deal between China and Russia, just approved. The Power of Siberia 2 pipeline is set to reshape global energy markets, with President Putin announcing that all natural gas once destined for the EU will now flow to Asia.In this episode, David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley unpack what this means for Europe’s energy future, U.S. LNG exports, and the broader geopolitical balance. From energy security and sanctions to shifting alliances, the panel dives into the forces driving today’s energy realities.Highlights of the Podcast00:12 - Introductions02:13 - SCO Meeting Insights05:13 - Competing with IMF & World Bank05:54 - Oil Market Debate09:47 - Europe’s Energy Challenges13:28 - Sanctions & China’s Strategy15:06 - Europe’s Social Strains18:21 - U.S. Strategic Petroleum Reserve (SPR)21:47 - OPEC, Trump, and Oil Prices22:19 - SCO vs BRICS24:18 - New Development Bank Implications27:55 - Transactional Geopolitics30:13 - Fermeuse Energy Announces LNG Export Development in Newfoundland and Labrador Canada32:59- AI Isn't Free. The first costs are on your bill, and more are coming 37:54 - Red State to house ‘First-Of-Its-Kind’ recycling center for used nuclear fuel 38:43 - US power capacity set for a big jump as renewable growth slows43:25 - A China-Russia sweetheart gas deal could upset US energy exporters46:47 - Why is China pouring billions into Brazil’s Energy and oil52:27 - UK’s Fiscal & Energy Missteps57:28 - Conservative Party Contradictions
The world is in an energy-hungry stage, and we need nuclear, but how will nuclear be financed? The Energy Realities team, led by Author Paul Tice, has a comprehensive report on nuclear financing. In this episode, we dive into how new models could fund large-scale reactors and accelerate their rollout, while tackling the challenges that have stalled nuclear growth for decades.With sharp insights from Irina Slav, Tammy Nemeth, David Blackmon, and Stu Turley plus David in rare form fresh off vacation—this discussion brings clarity to one of the most critical debates in the global energy future.Highlights of the Podcast00:13 – Introductions03:06 – Executive Summary of Nuclear Proposal06:38 – Why Nuclear Development Stalled11:27 – Nuclear Construction Costs Worldwide14:21 – Cost of New Nuclear Reactors Today18:11 – Regional Shifts in Nuclear Development22:24 – Modular Reactors (SMRs) vs. Large Reactors29:38 – Rising Energy Costs & Grid Strain33:25 – Nuclear in Bulgaria40:45 – Financing Models for Nuclear52:29 – Federal Land & State-Level Regulation57:07 – Private Equity Role & Future Path59:30 – Closing
Governments are pushing harder than ever to enforce Net Zero, but what does that really mean for households, businesses, and the global economy? From court rulings on oil and gas projects to soaring energy bills and the heavy reliance on subsidies, we break down the contradictions and real-world impact of these policies.We had a lot of fun covering key points around Net Zero and hypocrisy.We also played a Lee Zeldin video that really articulated New York’s problems with Net Zero. The financial ruin of countries and states is now a pattern.There are numerous moving parts in the world of Net Zero, and we examine the current issues facing the business world concerning Net Zero and the complex regulations.Highlights of the Podcast00:00 – Introductions02:11 – How Far Will They Go to Enforce Net Zero?05:41 – Scope 3 & Hypocrisy08:03 – Windfall Taxes & Nationalization10:35 – Economic Growth vs. Emissions13:12 – Consumer Costs & Wind “Stilling”15:40 – Household Emissions & Policy Contradictions18:48 – Subsidies vs. Tax Incentives Debate22:42 – Energy Alternatives & Iceland Example27:44 – Lee Zeldin Clip on New York Policies32:49 – Grid Reliability & Pricing36:36 - BP defies Ed Miliband to reopen a North Sea oil field37:43 - Jack Mintz: Is Canada the most European non-EU country? Let’s hope not!42:00 - UN report finds United Nations reports are not widely read45:29 - German offshore wind auctions draw no bids50:38 - The global struggle to meet renewable energy goals51:49 - UK heat wave cuts wind output, exposing power supply gaps52:42 – Peace in Ukraine & Defense Spending56:39 – Looking Ahead
You won't want to miss this episode of the Energy Realities Podcast with David Blackmon, Stu Turley, Irina Slav, and Tammy Nemeth with their special guest Robert Bryce. Robert has a new mini-documentary out, and it is about the global push to save farmlands from large-scale solar development. This is one of the most significant issues imaginable.There were lots of key points in the podcast. Green energy is not sustainable, and the key points around the solar land reclamation and what to do with the toxic solar panels. Right now they are being shipped off to landfills and toxic waste.As subsidies fail worldwide, Robert has been monitoring the number of canceled wind and solar projects globally. Furthermore, wind and solar land reclamation projects are expected to incur significant costs.Also, hats off to the Trump adminstration for taking up the charge to save the eagles and raptors from the wind turbine problems.Highlights of the Podcast00:01 – Introduction & New Documentary02:15 – Scope of the Problem in Texas06:37 – Corporate Greenwashing & Tax Incentives11:05 – Efficiency & Scale Issues14:29 – Ecological Impacts21:13 – Limited Viability of Agrovoltaics & Land Reclamation Concerns25:21 – Climatism vs. Environmentalism32:39 – Local Opposition & Rooftop Alternatives37:30 – Economics & Absentee Landowners43:38 – Waste & Recycling Challenges51:34 – Signs of Optimism57:39 – Closing Remarks
We are seeing a global energy realization that "renewable and sustainable" do not include subsidies. The financial crisis and the reliability of current wind and solar technologies are starting to have a global energy impact, and coupled with Net Zero policies that impose crippling energy restrictions, you have the makings for a significant discussion. You will want to start your week off with David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley as we delve into these significant topics.Highlights of the Podcast00:01 - Introductions and Power Outage Humor04:07 - Trump’s Energy Comments Spark Debate05:36 - EPA and the Endangerment Finding10:14 - EU’s Net-Zero Policy Pushback15:28 - Paris Agreement Legality in Question17:26 - U.S. Regulatory Rollbacks and Nuclear Future21:03 - UK's Costly Nuclear Projects25:06 - Bureaucracy vs Innovation29:44 - EU to Tax Airline Water Vapor33:11 - Satirical Video on Climate Activism35:27 - Regulation Driving Business Out of Canada37:35 - Consulting Firms and Green Misdirection39:25 - Global Bifurcation of Energy Strategies43:48 - Nano Nuclear Energy’s Breakthrough in Microreactor Technology | Future of Clean Power45:01 - China's solar giants quietly shed a third of their workforces last year46:39 - Why Europe's Green Deal rail dream isn't turning into reality 49:16 - DAVID BLACKMON: Whales, Fishermen Heave Sighs Of Relief As Doug Burgum Cancels Offshore Wind50:06 Dumbest E-Mail of the Week Right Here, From Something Called 350.org52:24 - New Zealand Ends Ardern-Era Ban on Oil and Gas Exploration 53:19 - CASE TO BE MADE: Tourmaline and Uniper sign eight-year natural gas deal for European supply
How in the world do you make "Economic Sense of Wind and Solar"? Is the question for the day? We have been told for years that wind and solar energy are cheaper and should replace all traditional power sources. Even Elon has been recently saying that all power comes from the Sun.You won't want to miss this podcast featuring Irina Slav, David Blackmon, Tammy Nemeth, and Stu Turley as we explore the global market for wind and solar.There were some critical points that came out of today’s broadcast. One of those was the segment on President Trump discussing wind farms, which he claimed only last 8 years rather than the 25 to 30 years people advertise, and his views on wind farms in front of world leaders.Highlights of the Podcast00:01 - Opening Commentary and Global Conditions02:00 - Trump’s Critique of Wind Power & European Response07:00 - Subsidies: The Foundation of Wind and Solar10:13 - The Problem with Repeating Truths About Energy11:25 - Subsidy Withdrawal and Its Economic Impact16:20 - Wind Farm Lifespan Myth18:09 - China's Strategic Energy Role & Kill Switch Fears20:21 - European Policy Blindness & IMF Bailout Fears24:26 - Trade Agreements, Emissions Barriers, and Sovereignty29:15 - California as a Regulatory Backdoor32:45 - Joint EU-China press statement on climate34:42 - ICJ Advisory Opinion on Climate Change37:53 - Zeldin, Trump, Prepare Assault on EPA Endangerment Finding41:00 - Energy Absurdity: Buttigieg’s EV Charger Folly Collides With Reality44:49 - End bets on energy transition profits to match oil and gas by 203547:47 - Qatar threatened to cut EU LNG supplies over sustainability law, letter shows53:06 - US Green Project Cancelations Hit $22 billion in First Half54:53 - As the EU and U.S. Reach Historic Agreement, Oil Prices Climb58:28 - Wind Turbine Lifespan: A U.S.-Only Problem?01:00:18 - Closing Remarks
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 Podcast00:01- Introduction02:19 - BP Exits U.S. Onshore Wind Business04:17 - UK Drops Locational Energy Pricing—For Now07:32 - EU Sanctions Russia—Again14:34 - AI Project in Pittsburgh16:25 - China’s New Mega Hydro Project Sparks Concern18:00 - U.S. Grid Reliability Concerns Escalate22:29 - UK and Canada Consider Lowering Voting Age28:23 - California's ESG Push Could Backfire34:35 - German Greens Want Ice Cream Price Controls36:39 - U.S. Considers Withdrawing from the IEA43:04 - Real Reform After Texas’ 2021 Blackout45:11 - 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 Nuclear52:48 - WATCH/READ: Mike Rowe Lays America’s Jobs Crisis Out For All To See56:55 - China Will Make Almost a Third of the World’s Cars by 203000:15 - 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 (https://open.substack.com/users/32183373-tom-nelson?utm_source=mentions). 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 (https://energynewsbeat.co/wp-content/uploads/2025/07/DOE-Final-EO-Report-FINAL-JULY-7_0.pdf)Highlights of the Podcast00:01 – Intro and Guest Introduction02:14 – CNN Poll on Climate Fear06:30 – Climate Sentiment in UK and Canada12:13 – Tom Nelson’s “Climate Scam Collapse” List15:02 – Renewables vs. Reliable Energy16:53 – Future U.S. Energy Policy Direction21:23 – ESG and Larry Fink Reversal25:37 – Tom on Information Sources & Free Speech29:56 – Cultural Shift Against Climate Alarmism33:39 – The Role of Modular Nuclear Reactors37:48 – Nuclear Waste and Overcoming Fear40:19 – Modular Reactor Development Pace47:12 – AI’s Role in Grid Demand and Solutions52:59 – Projections on AI-Driven Power Demand55:36 – Public vs. Private Generation Competition56:31 – Final Thoughts on Renewables and Storage59:35 – Wrap-Up & Where to Find the HostsFor the full transcript: https://theenergynewsbeat.substack.com/p/americans-are-not-afraid-of-climate (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 Podcast00:01 - Introduction02:35 - EU-China 50th Anniversary & Partnership Talks05:32 - EU Hypocrisy on China09:54 - Searching for a “New Sugar Daddy”17:52 - BRICS and Geopolitical Realignment24:43 - Desperation or Strategy? EU's China Dependency33:24 - Climate Policy Zealotry and Militarization38:24 - EU Methane Monitoring Rules42:31 - Supply Chains, Trump, and Global Security48:51 - Wind, Solar, and the End of a Green Illusion50:48 - Germany’s North Sea Drilling & Green Virtue Signaling54:12 - Floating Solar Panels on UK Lakes56:20 - Solar in the Arctic: Canada’s Futile Subsidies58:11 - 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 Podcast00:11 – Opening & Intros01:43 –Geopolitics, NATO, and Energy Security04:33 – NATO Spending & Critical Minerals08:32 – Energy Economics & Geopolitical Alliances14:56 – Supply Chain Vulnerabilities & China's Role23:17– Environmental Activism & Policy Barriers30:31 – DEI Requirements & Economic Dysfunction41:29 – Inflation, Unemployment & Energy Costs45:36 - UK Pulls Plug on £24 Billion Desert Power Fantasy49:24 - Senate adopts Carney's fast-tracked major projects bill - well before Canada Day deadline52:57 - 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 Stream56:19 - California should raise fuel imports, pause margin cap, regulator says57:43 - California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured58:15 - 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 Podcast00:01 - Introduction02:00 – Iranian Tensions & Strait of Hormuz Threat09:00 – Market Reaction to Geopolitical Risk12:00 – Strategic Tanker Movements & Sanctions Workarounds16:00 – Oil Economics & Regime Stability20:00 – Potential Global Impacts & China’s Role23:00 – OPEC+ & Global Oil Supply Questions25:00 – North American Energy Security Gaps28:00 – Price Prediction Roundtable36:22 - BREAKING: Saskatchewan to rebuild its coal fleets, despite federal regulations calling for its demise40:22 - ArcelorMittal drops their plans for green steel in Germany due to high energy costs 43:01 - The Senate Caves on IRA Wind and Solar Subsidies45:05 - Supreme Court Wades Into Louisiana's Coastal Erosion Lawsuit Issue48:17 - Global Banks Increase Fossil-Fuel Funding as Climate Pledges Crumble50:49 - UK issues tougher environmental rules for new North Sea oil and gas drilling53:12 - 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
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/ @STUARTTURLEY16