Energy News Beat Podcast
ENB 271 - Weekly Recap: Unraveling Geopolitical Dynamics, Investment Hypocrisy, and Technological Breakthroughs in the Ever-Evolving Energy Landscape
In this episode of the Energy News Beat Daily Standup - Weekly Recap, hosts Michael Tanner and Stuart Turley discuss various topics from the energy sector. They cover issues such as the shadow fleet of old tankers, the COP 28 conference, the challenges of OPEC and OPEC+ members exceeding production quotas, and the energy investing hypocrisy of BlackRock and Bill Gates. They also touch on the potential grid reliability issues resulting from the shutdown of the Brandon Shores coal plant in Maryland and the geopolitical tensions around the U.S., German, Russo-Japanese connections. Other topics include Chevron's optimism and caution in the Venezuelan-Guyanese border dispute and a breakthrough in oil sands technology by Terry Etam that could triple value and reduce emissions. The hosts express concerns about the lack of investment in such promising technologies and advocate for a more comprehensive approach to energy solutions.
Highlights of the Podcast
00:00 – Intro
01:40 - Russia’s Shadow Fleet – 24 min Bloomberg Video – “Ships acquired by “We don’t know who; and insured by who knows?”
04:16 - We no longer need the Cop circus – technology and markets are already solving the climate crisis
06:35 - Major grid operator warns legal agreement to shutter coal plant will devastate electric reliability
11:16 - The Geopolitical Problem of the US—a German-Russo-Japanese Connection
13:14 - Chevron CEO cautiously optimistic on Venezuelan-Guyanese border dispute, downplays military conflict risks
17:00 - Bitumen beyond combustion: how to triple oil sands value, reduce emissions, and create an advanced material industry for 2% of a battery plant’s subsidies
20:00 - Outro
Please see the links below for articles that we discuss in the podcast.
Russia’s Shadow Fleet – 24 min Bloomberg Video – “Ships aquired by “We don’t know who; and insured by who knows?”
ENB Pub Note: Michael and I have talked about the “Shadow Fleet” for several years. Iran had been ahead of Russia in avoiding sanctions, but both have successfully made the United States irrelevant after the […]
We no longer need the Cop circus – technology and markets are already solving the climate crisis
ENB Pug Note: The author from the Telegraph raises some interesting points about the COP Circus. I agree that the baton has been passed to big oil and that money is now available for green […]
Major grid operator warns legal agreement to shutter coal plant will devastate electric reliability
A major power grid operator that oversees electricity supplies across the mid-Atlantic repeated its warning that the looming shutdown of a coal-fired power plant in Baltimore will threaten the region’s grid reliability and may have devastating impacts […]
The Geopolitical Problem of the US—a German-Russo-Japanese Connection
ENB Pub Note: George McMillan III, ENB Contributor, and geopolitical energy expert, wrote this article. He was on an earlier podcast where we covered a fantastic global overview, and are tracking around the world in […]
Chevron CEO cautiously optimistic on Venezuelan-Guyanese border dispute, downplays military conflict risks
(Bloomberg) — The border dispute between Venezuela and Guyana is unlikely to escalate into a military conflict despite the growing hostile rhetoric between the South American nations, says Chevron Corp.’s top executive. “These things are […]
Bitumen beyond combustion: how to triple oil sands value, reduce emissions, and create an advanced material industry for 2% of a battery plant’s subsidies
What if some phenomenally large energy/materials breakthroughs were right here in front of us, vastly more accessible than experimental aspirations, but held back by an image problem? To help ponder that question, it is necessary […]
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