We had a great discussion with David Blackmon, Irina Slav, and Tammy Nemeth, who tried to join in but had a little spotty connection.

01:19 2026 Predictions

03:24 Dark Fleet Tankers filling up in Venezuela

04:48 Naval Assets in the Caribbean Sea and Panama

21:43 ExxonMobil cutting investments in low-carbon solutions

26:51 The world is healing

The main topics discussed in this podcast are:

1. Sanctions and their effectiveness (or lack thereof): The discussion covers how sanctions, particularly those imposed on Russia and Venezuela, have not had the intended impact on the oil and gas markets.

2. The energy transition and its challenges: The Energy Realities team analyzes the failures and "dead ends" of various clean energy technologies and initiatives, such as fuel cells, green hydrogen, and sustainable aviation/shipping fuels.

3. Geopolitics and trade blocs: There is discussion about the shifting global trade dynamics, with mentions of the potential for the U.S. to align more with India, China, Russia, and Japan, rather than the G7 countries.

4. The oil and gas industry: The gang analyzes trends in the oil and gas sector, including the pivot of major oil companies away from renewable investments and towards data centers, the potential for regime change in Venezuela, and the impact of subsidies on the solar and wind industries.

5. The economic and political landscape: Topics include the state of the U.S. economy, the popularity of the Trump administration, and the challenges faced by the EU in addressing the energy crisis.

Check out the full transcript https://theenergynewsbeat.substack.com/

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