Episodes
In a recent interview, David Blackmon spoke with Juan Arteaga, a senior analyst at Enverus Intelligence Research, about a pivotal report on future demand for generation capacity in the U.S. power grids. Arteaga discussed the discrepancy between Enverus's forecast and Ercot's projections, revealing that their analysis predicts a more modest increase in peak load demand compared to Ercot. Arteaga explained that their approach involves detailed modeling of various load drivers, including...
Published 08/16/24
In this engaging discussion, David Blackmon, Stu Turley, and special guest Larry Schweikert delve into a variety of topics ranging from recent historical events to the intricacies of the 2024 election. The conversation begins with a nostalgic reunion between David and Larry, touching on their shared belief in Trump's 2016 victory. Larry, praised as "America's history teacher," provides insights into the X-30 hypersonic jet simulator, the dynamics of the Democratic Party, and the significance...
Published 08/09/24
Angela Wilkinson, Secretary General of the World Energy Council, emphasized the importance of a systems thinking approach, noting that these transitions are multifaceted and involve significant societal changes. She highlighted the necessity of collaboration and practical action, pointing out the differing approaches between the U.S. and Europe in addressing energy challenges. Dr. Wilkinson stressed that energy transitions are not merely about replacing technologies but require a deep...
Published 08/05/24
A seasoned expert in the oil and gas industry, Armando Cavanha, discusses Brazil's energy landscape, the impact of political tensions on energy projects, and the challenges of attracting foreign investment. The conversation highlights Petrobras's pivotal role in offshore ventures and explores the complexities of the energy transition, emphasizing the indispensable role of oil alongside renewable energy sources.The discussion extends to Brazil's natural gas needs, the significance of...
Published 07/30/24
In this episode of The Energy Question, David Blackmon talks with Iowa Congressman Zach Nunn about the state of play related to this year's elections, along with national security and energy policy in the nation's capital. A sixth generation Iowan, Cong. Nunn was raised in a family of public school teachers, nurses, and farmers. While growing up, Zach helped out on his family’s Century family farm raising sheep, poultry and growing row crop. He was raised on Des Moines’ east side and went to...
Published 07/10/24
In this episode of The Energy Question, David Blackmon interviews the visionary former CEO of Burlington Resources, Bobby Shackouls. Bobby took over as CEO of BR in the mid-1990s, assuming command of a large independent producer that had struggled financially the previous two years. By 2005, Shackouls and his team had built BR into a $32 billion enterprise whose management philosophy related to cost control and capital discipline remains one of the dominant models in the industry today. That...
Published 07/09/24
In Episode 103 of" The Energy Question" David Blackmon interviews Jerry Greenwich about the hidden mechanisms of innovation and their implications for the energy sector. They discuss how current advancements often involve refining old technologies rather than groundbreaking inventions, with examples like electric vehicles and renewable energy sources. Jerry emphasizes the need for deep, sustained thinking and experimentation—what he calls the forward plane—to achieve true innovation in energy...
Published 06/03/24
The Energy Question: Episode 102 - Kathleen Sgamma, President of Western Energy AllianceIn Episode 102 of " The Energy Question" The Kurdistan Workers' Party, commonly known as the PKK, is officially designated as a terrorist organization by several countries and international organizations. This includes the United States, the European Union, Turkey, and NATO, among others. The PKK has been involved in an armed struggle against the Turkish government, seeking greater autonomy and rights for...
Published 05/20/24
In Episode 101 of " The Energy Question" South African energy expert Hugo Kruger is back for a return engagement. In this episode David Blackmon interviews Hugo about current energy happenings in South Africa and across the Global South. Enjoy!Higlights of the Podcast00:40 - A wealth of information 01:15 - The second largest circulation in the country 03:34 - The government is choosing who's going to win 05:06 - The flagship companies for these countries 08:14 - The insurance costs on to the...
Published 05/13/24
In Episode 100 of " The Energy Question" Michelle Manook, CEO of FutureCoal, discusses the organization's mission to represent all aspects of the coal value chain and the need for responsible energy policies. The conversation covers topics like the importance of baseload power, the impact of shipping disruptions on the coal industry, and the challenges of transitioning to renewable energy sources. Manook emphasizes the importance of factual, non-emotional discourse in shaping energy policy...
Published 05/06/24
In Episode 99 of "The Energy Question" David Blackmon interviews the great Tom Nelson, one of the finest debunkers of climate-related disinformation working today, and co-producer of Climate: The Movie.Highlights of the Podcast00:26 - Climate The Movie 05:09 - Bad weather 06:09 - CO207:05 - Climate change08:28 - Clean Power Plan 11:27 - Whole idea in California 12:33 - The electric vehicles industry15:47 - Goal of the climate alarm movement 19:54 - The climate scam 20:44 - Unabated coal fired...
Published 05/02/24
In Episode 98 of "The Energy Question" Gifford Briggs the Gulf Coast Regional Director for the American Petroleum Institute (API). David Blackmon discuss various topics including Briggs' role at API, the oil and gas industry in the Gulf Coast region, carbon capture and sequestration initiatives in Louisiana, offshore leasing challenges, state-specific issues, and hurricane preparedness. Briggs highlights API's coordination efforts with emergency management officials and the industry's...
Published 04/29/24
In Episode 97 of "The Energy Question" Chris Wright, CEO of Liberty Energy, discussing the role of energy in society, the challenges of the energy transition, and the implications of climate policies. Wright shares insights from his company's "Bettering Human Lives" report, challenging conventional narratives on climate change and advocating for a fact-based approach to energy discourse. The conversation touches on topics like the shale revolution, property rights, and the potential...
Published 04/22/24
In Episode 96 of "The Energy Question" David and Doug delve into the future of nuclear energy, exploring its potential to meet growing power demands while addressing climate concerns. They discuss the industry's challenges and opportunities, emphasizing the need for policy support and public perception shifts to drive its adoptionHighlight of the Podcast01:10 - Douglass Robinson's background04:59 - The Nuclear Regulatory Commission07:29 - Best in the nuclear world in the oil and gas08:47 -...
Published 04/15/24
In Episode 95 of "The Energy Question" Interviews Rye Barcott Marine Captain and founder of With Honor Action, a group aiming to promote bipartisanship in Congress. They discuss the decline of veteran representation in politics, the impact of polarization on governance, and strategies for fostering cooperation across party lines. Barcott highlights the importance of trust-building activities and the need for bipartisan approaches to address critical issues facing the nation.Highlights of the...
Published 04/09/24
In Episode 94 of "The Energy Question" podcasts the oil and gas industry, featuring guests like Karr Ingham from the Texas Alliance of Energy Producers. In a recent episode, they explored the Texas Petro Index, economic impacts, and technology advancements. They emphasized the industry's significance in Texas, and discussed regulatory challenges, government policies, and concerns about initiatives like the Green New Deal.Highlights of the Podcast01:18 - The purpose of the Texas Petro...
Published 04/01/24
In Episode 93 of "The Energy Question" podcast, David Blackmon interviews Dan Naatz, the Chief Operating Officer of the Independent Petroleum Association of America (IPAA), and Mallori Miller, the Vice President of Government Relations at BP. They discuss the challenges faced by the domestic oil and natural gas industry, including regulatory issues, the impact of federal policies on small producers, and the importance of advocacy. Knotts and Miller emphasize the need for regulatory certainty...
Published 03/29/24
In episode 92 of "The Energy Question," Stuart Turley and Doug Sandridge discuss the importance of nuclear energy in addressing global energy needs and climate change. They highlight the support from oil and gas executives for nuclear energy and share experiences advocating for it. The conversation emphasizes the necessity of diverse energy sources to meet growing demand and ensure sustainability. The episode concludes with a call to action for listeners to engage politically and financially...
Published 03/29/24
In Episode 91 of The Energy Question, David Blackmon talks with Dr. Robert Brooks, the CEO of RBAC. RBAC is the market leading supplier of global and regional gas and LNG market simulation systems. These systems provide industry analysts powerful tools for supporting investment and M&A strategy, environmental and sustainability goals, credible risk analysis, trading strategy and policy development and assessment. RBAC's products and expertise help companies go beyond the narratives and...
Published 03/29/24
In episode 90 of The Energy Question Podcast, David Blackmon catches up with Genevieve Collins, Texas State Director at Americans for Prosperity.Highlights of the Podcast00:55 - The Texas legislative session03:25 - Americans for prosperity05:06 - Unleashing American Energy07:34 - The permitting process11:27 - Real opportunity for innovation15:06 - The problem for nuclear17:23 - When Texas is energy dominant, America's energy abundant17:42 - Genevieve Collins' outlook on this election this...
Published 03/28/24
In Episode 89 of The Energy Question, David Blackmon talks with S&P Global Vice Chairman Daniel Yergin, author of "The New Map," "The Quest," and "The Prize."Highlights of the Podcast01:06 - Ceraweek this year01:27 - The energy industry03:50 - The Return of Energy Security06:13 - Russia's invasion of Ukraine07:15 - The world's largest exporter of LNG09:37 - Russian gas had a competitor11:29 - Prime Minister Modi of India14:17 - EVs in the United States15:20 - The whole energy transition...
Published 03/27/24
In Episode 88 of The Energy Question, David Blackmon interviews energy expert Dr. Tammy Nemeth, who writes and talks about energy issues from her dual homes in Canada and the UK. Tammy and David are also podcasting partners on the Energy Realities Podcast, along with Stu Turley and Irina Slav. Highlights of the Podcast3:00 - the Wind Industry's ongoing grift in the UK6:00 - the UK Labor Party's plans to nationalize the power grid7:30 - David goes on a rant about the Texas grid8:30 - Tammy...
Published 03/27/24
In Episode 87 of The Energy Question, David Blackmon is joined by Stu Turley in a live interview from the floor of the NAPE conference with the great green chicken we all know and love as Doomberg for discussion about current events in the energy space.Highlights of the Podcast2:00 - Cogent Analysis review. Doomberg looks back at reasons why the US hasn't entered into a recession.5:30 - Doomberg talks about the importance of regulatory and legal certainty for energy investors.7:30 - US has...
Published 03/27/24
In Episode #86 of The Energy Question Podcast, David Blackmon interviews acerbic, brilliant energy analyst and writer Irina Slav. In this episode, David and Irina talk about the current state of the ESG movement and relate that to its impacts on the progress of the energy transition.Irina's Substack: irinaslav.substack.comIrina at OilPrice.com: https://oilprice.com/search/tab/artic...Enjoy!Sponsorships are available or get your own corporate brand produced by Sandstone Media. David Blackmon...
Published 02/13/24