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 Podcast

00:11 – Opening & Intros

01:43 –Geopolitics, NATO, and Energy Security

04:33 – NATO Spending & Critical Minerals

08:32 – Energy Economics & Geopolitical Alliances

14:56 – Supply Chain Vulnerabilities & China's Role

23:17– Environmental Activism & Policy Barriers

30:31 – DEI Requirements & Economic Dysfunction

41:29 – Inflation, Unemployment & Energy Costs

45:36 - UK Pulls Plug on £24 Billion Desert Power Fantasy

49:24 - Senate adopts Carney's fast-tracked major projects bill - well before Canada Day deadline

52:57 - 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 Stream

56:19 - California should raise fuel imports, pause margin cap, regulator says

57:43 - California is a U.S. National Security Risk, and the Gas and Diesel Crisis Was Manufactured

58:15 - UK Car Output Hits 76-year Low: Green Energy Policies, Not just Trump Tariffs, Drive Deindustrialization