The Energy Impacts with David Blackmon

In this episode of Energy Impacts, host David Blackmon sits down with David Malpass, former head of the World Bank Group, for an insightful discussion on U.S.–China trade relations, rare earth supply chains, and the global energy landscape. Malpass shares his perspective on rebuilding American manufacturing, the real costs of climate policies, and how energy independence will shape future economic growth. From Bill Gates’ shift on climate strategy to the critical role of nuclear power and data centers, this conversation dives deep into the policies and innovations driving the world’s energy future.Highlights of the Podcast00:01 - Introduction01:54 - David Malpass’ Career Journey04:18 - Trump-Xi Trade Agreement on Rare Earths08:02 - Agricultural Trade and U.S. Competitiveness10:54 - Contrasting the Trump and Biden Administrations14:14 - The U.S. Rare Earth Supply Chain Challenge19:41 - China’s Strategic Dominance in Manufacturing23:19 - Bill Gates’ Shift on Climate Change28:16 - The Real Cost of Climate Policies32:53 - Electric Vehicle Industry Pitfalls36:51 - Building U.S. Energy Independence42:22 - Competing with China’s Scale and Control45:28 - ESG Investing and Policy Shifts46:34 - The Role of Nuclear Power in Energy Security50:17 - Data Centers Driving Energy Demand53:47 - Closing Thoughts

Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg lays out the massive topic of trade wars with China, and the global impact on the fiancial markets. What are investors and consumers thinking? Highlights of the Podcast00:01 – Introduction01:43 – China’s Rare Earth Monopoly and Trade War Signals07:17 – U.S. Response and Administrative Inaction10:40 – Reactions to Global Trade Developments14:17 – U.S. Efforts to Break Rare Earth Dependence15:53 – U.S. Manhattan Project for Supply Chains20:13 – Regulatory Hurdles and Mining Challenges22:40 – Global Bifurcation and Emerging Trade Blocks25:24 – Russia, Ukraine, and the Changing Global Order34:13 – Media Narratives and Propaganda38:31 – Drone Warfare and Shifting Military Power42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry46:08 – Europe’s Energy Crisis and Deindustrialization53:17 – Alaska, Energy Development, and Infrastructure Delays55:05 – Closing Thoughts and New Project Plug

Josh Young from Bision Interests stops by, and we discuss with David Blackmon and Stu Turley. Numerous changes are currently occurring in the energy markets, and we sit down to discuss the political, geopolitical, and other significant developments that the investment community needs to be aware of.Highlights of the Podcast00:01 – Introduction 00:44 – Josh introduces Bison Interests and Bison Insights06:00 – Discussion on new oil sanctions and market effects11:30 – Trade and tariffs – U.S., Canada, Japan relations19:00 – Rare earths and China’s leverage25:30 – Economic deregulation and energy demand31:54 – OPEC, Saudi production, and spare capacity37:00 – Russia, Venezuela, and Middle East relations46:30 – U.S. defense, alliances, and America First debate52:00 – Europe’s natural gas dilemma and net zero failure59:30 – Japan’s JERA gas deal and corporate strategy1:04:30 – Energy companies shifting away from renewables1:07:00 – Canada, UK, and future of Western trade1:15:30 – Tech firms buying into gas assets and energy security1:35:33 – Episode wrap-up

Mike Umbro stops by the Energy News Beat Podcast and the Energy Impacts Podcasts with Stu Turley and David Blackmon co-hosting. This is a huge issue in California for National Security. Is opening Kern County going to be enough to keep gas prices down? Is the sudden turn from Gavin Newsom enough to save the California consumer?Highlights of the Podcast00:01 - Introduction02:25 - California’s Policy Failures Under Newsom03:41 - Drilling Permits and Production Challenges05:16 - Regulatory Red Tape and Permitting Delays07:10 - California’s Pipeline Crisis09:28 - Oil Seeps and Environmental Misconceptions11:37 - Refinery Closures and National Security Risks15:38 - Import Dependence and Foreign Control16:44 - The Best Rock, the Worst Policy17:36 - Ignoring Science for Political Agendas19:58 - Political Landscape22:02 - Shutting Down Productive Oil Fields24:58 - Hope for Change and Leadership26:31 - Mike’s Encounter with Governor Doug Burgum31:18 - The Root of California’s Crisis: Activist Control33:44 - Reforming the System: IRS and Nonprofit Abuse35:46 - The Need for Transparency and True Innovation39:04 - America’s Energy Independence vs. China’s Influence42:18 - California’s Solar Subsidy Myth45:10 - Wind and Solar: Hidden Environmental Liabilities45:59 - Lithium Battery Hazards and Waste Mismanagement47:49 - Closing Thoughts and Call to Action

Josh Young, Portfolio Manager at Bison Interests, stops by the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon for an in-depth look at the global oil and gas financial markets. In this powerful discussion, the trio dives into the latest developments shaping the energy landscape, from OPEC+ production strategies and Russia’s role in global supply, to California’s refinery challenges and the growing demand for natural gas driven by AI and data centers.Josh also shares valuable insights from his work at Bison Interests and Bison Insights Substack, exploring investment trends, ESG’s real impact on the energy sector, and what the future could hold for oil and gas prices. Whether you’re an investor, energy professional, or just someone wanting to understand the forces behind the markets, this episode offers a sharp, candid look at what’s next for the global energy economy.Highlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia’s Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic Insights

This episode takes a closer look at what’s really behind today’s energy transition. David Blackmon talks with energy analyst Ronald Stein about why oil and refineries still matter so much from powering transportation and hospitals to producing the products we use every day. They discuss how wind and solar create electricity but can’t yet replace the thousands of items built from oil derivatives.They also touch on California’s refinery closures, the shift of energy companies to other states, and what these changes could mean for the economy and national security. With a global perspective on refining and “net zero” goals, the conversation offers a grounded look at the challenges and trade-offs of moving to renewable energy.Highlights of the Podcast00:00 – Introduction & Background01:30 – Energy Literacy & Products from Oil05:40 – Refinery Closures & National Security Concerns08:30 – Newsom Policies & Lack of Backup Plans12:55 – Industry Migration & Economic Impact17:30 – Aging Refineries & Offshoring21:46 – Global Refining & Misunderstood Net Zero Goals27:43 – Closing Thoughts & Call for Conversations

Dark Money of NGOs pouring millions into climate alarm propaganda, and how are they impacting energy policy? You will not want to miss this episode of Energy Impacts with David Blackmon, as he sits down with Jason Isaac, Founder and CEO of the American Energy Institute, to discuss the substantial amount of money and its impact on consumers.Highlights of the Podcast00:11 – Introduction01:58 – Jason Isaac’s Background05:30 – Industry Leadership & Chris Wright07:02 – Dark Money in NGOs09:15 – Ceres & Energy Foundation China10:55 – Climate Judiciary Project12:17 – Biased Lawsuits12:51 – Media Propaganda Funding14:05 – UN, World Bank, and Financial Controls14:41 – Limits of Renewables & Battery Storage16:56 – Texas Grid Concerns20:51 – Industry Timidity22:42 – Pushback Against Net Zero & ESG26:15 – China Opposes Endangerment Finding Rescission27:19 – Closing & Call to Action

David Blackmon sits down with Matt Whitlock, creator of The 10-Minute Drill, to talk about making sense of today’s fast-moving news cycle. They cover topics like dark money in politics, climate-related lawsuits, foreign influence on U.S. energy, and how the media often misreads Trump. The conversation also touches on Congress, Orrin Hatch’s legacy, and what Whitlock aims to do with his daily news updates.Highlights of the Podcast00:00 - Introduction01:34 - Creating the 10-Minute Drill04:22 - Trump, Media, and Misunderstanding08:32 - The Web of Dark Money11:45 - Climate Judiciary Project16:43 - Honolulu Case & Lawfare Strategy18:39 - Foreign Influence on U.S. Energy Policy20:32 - Rumors About Trump’s Health23:11 - Congress Back in Session26:52 - Right Track/Wrong Track Numbers29:09 - Closing & Where to Find 10-Minute Drill

Critical policy and legislative action in Oil and Gas from the Independent Petroleum Association of America stops by the Energy Impacts and the Energy News Beat Podcasts with David Blackmon and Stu Turley. We have Dan Naatz and Mallori Miller from the IPAA to cover everything that is going on in the oil and gas industry, and what they are seeing rolling out, impacting investors, operators, and consumers.Highlights of the Podcast00:10 - Introduction01:35 - About IPAA05:19 - Policy Shifts Under Trump Administration 2.007:50 - Methane Tax Fight09:07 - New Leadership in Key Agencies12:03 - Senate Gridlock & Appointments14:44 - Permitting Council & Reform19:06 - EPA & Regulatory Issues21:36 - Federal vs. State Relations24:43 - Possible Reconciliation Bill26:33 - Budget Battles & Permitting Reform27:34 - Gas vs. Oil Drilling Trends29:16 - Denver Data Center Example31:12 - Scale of the Energy Challenge32:07 - Closing Remarks

In this episode of Energy Impacts, David Blackmon speaks with energy expert Robert Bryce and South Carolina resident Cheryl Lane, who is fighting a 4,300-acre solar project being built behind her home. Cheryl shares how she uncovered the project’s scope, challenged permits, and launched multiple legal battles to protect her land, community, and local wildlife from environmental harm. They discuss how large-scale solar developments often target low-income rural areas, bypass environmental reviews, strain infrastructure, and displace wildlife—all while being promoted as “green.”Highlights of the Podcast00:00 – Introduction01:24 – Cheryl’s Battle Against a Massive Solar Farm04:24 – Targeting Low-Income Rural Areas06:56 – Avoiding Environmental Review07:42 – Delaying the Project09:26 – Parallel Stories Across the Country13:47 – Legal Battles on Multiple Fronts18:38 – Limited Financial Resources20:03 – Wildlife & Environmental Concerns25:09 – Cultural & Historical Preservation Issues27:09 – Lessons from Fighting Other Projects29:52 – Infrastructure Ill-Prepared for Construction Impact31:43 – Destruction of Forest and Endangered Species33:27 – Robert Confirms Developer’s Background35:08 – Double Standards in Environmental Activism37:18 – Hidden Project Components39:54 – Final Encouragement & Advice42:10 – Closing Remarks

In this episode of Energy Impacts, David Blackmon talks with Dustin Van Liew, Senior VP of Global Policy at Energeo Alliance, about how geoscience supports offshore energy projects and the policy hurdles that come with it. Van Liew explains the importance of seismic surveys for oil, gas, and offshore wind, addresses common misconceptions about their impact on marine life, and shares his thoughts on Representative Nick Begich’s effort to modernize the Marine Mammal Protection Act. The discussion centers on making the permitting process more efficient, cutting through overlapping regulations, and ensuring environmental safeguards are upheld while allowing responsible energy development to move forward.Highlights of the Podcast00:08 - Introduction00:39 - About Energeo Alliance02:00 - Membership Composition03:24 - Offshore Wind & Geoscience04:09 - Marine Mammal Concerns & Misinformation05:17 - Modernizing the Marine Mammal Protection Act (MMPA)09:46 - Overly Broad “Harassment” Definition11:20 - “Small Numbers” Clause14:13 - Science-Based Decision Making15:49 - MMPA & ESA Duplication20:11 - Administrative vs. Legislative Fixes22:53 - Next Steps for Begich’s Bill27:35 - Closing#OffshoreEnergy #EnergyPolicy #MarineConservation

Jim Welty, President of the Marcellus Shale Coalition, joins David Blackmon to explore how Appalachian natural gas is driving energy innovation, powering the AI revolution, and reshaping U.S. infrastructure and global exports. From pipeline challenges to record-breaking investments in Pennsylvania, they discuss the critical role of domestic energy in ensuring economic growth, environmental gains, and national security.Highlights of the Podcast00:01 - Introduction02:03 - Jim Welty's Background05:23 - Pipeline Infrastructure and Energy Costs07:32 - $92 Billion AI & Energy Project in Pittsburgh10:28 - In-Basin Energy Utilization vs Pipeline Challenges12:04 - LNG Export Reality13:45 - The Myth of “End of Cheap Gas”15:31 - Vast Natural Gas Reserves17:31 - Declining Rig Count ≠ Declining Production19:30 - AI's Impact on Energy Sector21:38 - U.S. Natural Gas: A Global Advantage23:58 - Industry Leaders Taking the Mic27:23 - Closing Remarks

You will not want to miss this interview with Michelle Manook, CEO of FutureCoal, who stops by the Energy Impacts podcast with David Blackmon. This is a significant interview, as there are major changes in the grid and energy demand underway, and Michelle will be able to break down how coal is poised to face the challenges ahead.Highlights of the Podcast00:01 – Introduction01:26 – What is Future Coal?03:49 – Governments, Industry, and Finance Must Unite04:55 – Australian Coal Reality Check (Video Clip)05:47 – The Reality of Coal Demand09:16 – The Shift in Public and Media Tone10:19 – Coal’s Reputation and Finance Industry Retreat13:18 – Open Letter: Fund Fair, Fund Equal16:59 – Sustainable Coal Stewardship19:37 – Energy Poverty in Europe22:46 – Repercussions of the Green Energy Rush25:17 – Why Future Coal is Expanding in Southern Africa29:19 – Will the U.S. Return to Coal Plants?32:53 – Energy Mix: Focus on What Works33:22 – Closing Remarks

John Shively, CEO of Pebble Partnership, and operator of the Alaska Pebble Mine Project. With a focus on Energy Dominance.John Shively joins the Energy Impacts Podcast to talk about the decades-long effort to permit the Pebble Mine in Alaska. He shares insights on the mine's massive copper and mineral potential, environmental concerns around Bristol Bay’s salmon fishery, and how federal permitting delays and reliance on foreign processing especially from China impact U.S. energy security. Shively also discusses what makes Alaska so uniquely valuable and why permitting reform is key to unlocking its resources.Highlights of the Podcast00:01 - Intro and Background03:10 - Why Pebble Mine Matters05:57 - Mineral Resources at Pebble09:14 - China’s Grip on Mineral Processing14:08 - Environmental Concerns and Salmon19:12 - Permitting, Courts, and Political Barriers25:23 - Alaska’s Potential or Decline28:26 - Closing Thoughts

You won't want to miss this special episode of the Energy Impacts podcast with David Blackmon. Emily Domeech is the Chairperson for the Federal Permitting Improvement Steering Council in the Trump Administration. With the push for the United States to become not energy independent, but rather Energy Dominant, her role is critical to the success of the United States energy system. And subsequently, a key factor in the success of the entire United States economy.Highlights of the Podcast00:01 - Introduction01:21 - Emily Domenech’s Background03:27 - Outdated Environmental Laws and Delays05:45 - NEPA Reform Progress08:01 - Competing with China through Domestic Energy Projects10:33 - Revitalizing Nuclear Energy13:22 - Environmental Laws Should Guide, Not Block15:55 - Abuse of the Endangered Species Act19:04 - Radical Activism vs. Practical Conservation20:54 - Chevron Deference and Congressional Clarity22:27 - Legislative Challenges to Reform25:13 - State and Local Government Coordination27:58 - Call to Action for Project Developers

Stu Turley, David Blackmon, Doomberg, and Mike Umbro break down how California’s energy policies are fueling a national crisis. From refinery shutdowns and permit restrictions to rising fuel costs and flawed EV mandates, they expose the political choices putting America’s energy security and economy at risk. With firsthand insights and hard-hitting facts, this episode delivers a clear warning: what starts in California won’t stay there.Highlights of the Podcast00:08 - Introduction of Panel02:02 - California’s Policy Impact05:38 - Permitting Crisis09:21 - Refinery Closures10:50 - Newsom’s Three-Point Plan13:29 - Regulatory Blind Spots16:50 - Fuel Inflation as a National Risk19:25 - EV Mandates and Trucking Impact21:04 - 2028 Election and Newsom’s Ambitions25:59 - Lack of Pipelines Between NorCal and SoCal29:15 - Chevron’s Position in California31:10 - Final Thoughts

In this insightful episode of the Energy Impacts podcast, David Blackmon sits down with renowned energy expert and author Dan Yergin to explore the evolving landscape of global energy. Yergin’s best-selling books include “The New Map,” “The Quest,” and “The Prize.”In the fast moving 30-minute interview, Daniel and David unpack key takeaways from the recent CERAWeek conference, including the rising demand for electricity driven by AI and data centers, the U.S.'s growing influence in global LNG markets, and the strategic implications of rare earth mineral supply chains dominated by China.Yergin also discusses the urgent need for infrastructure reform, the long timelines for mining and nuclear deployment, and why the energy transition may be more of an “energy addition.” From geopolitical tensions to copper shortages, this conversation provides a comprehensive look at the forces reshaping energy policy, markets, and global power dynamics.Foreign Affairs “The Energy Transition Needs a Reality Check” op/ed by Yergin: https://www.ceraweek.com/en/news/press-releases/foreign-affairs-the-energy-transition-needs-a-reality-checkBooks by Daniel Yergin: https://www.amazon.com/Prize-Daniel-Yergin/dp/1847376460?adgrpid=186996878628&hvpone=&hvptwo=&hvadid=748008426888&hvpos=&hvnetw=g&hvrand=14490381126824490089&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9191716&hvtargid=dsa-2414841787166&hydadcr=&mcid=&hvocijid=14490381126824490089--&hvexpln=67&tag=googhydr-20&hvsb=Healthmedia_d&hvcampaign=dsadeskCERAWeek Home Page: https://www.ceraweek.com/enS&P Global Study on The Future of Copper: https://cdn.ihsmarkit.com/www/pdf/0722/The-Future-of-Copper_Full-Report_14July2022.pdfS&P Global Report on Chinese Control of Supply Chains: https://www.spglobal.com/market-intelligence/en/news-insights/research/critical-minerals-sourcing-rises-trade-troublesHighlights of the Podcast00:01 - Introduction01:21 - CERAweek Themes03:43 - U.S. LNG as a Geopolitical Power05:20 - Pipeline Infrastructure & U.S. Gas Abundance07:26 - Strait of Hormuz & Geopolitical Stakes09:16 - U.S. Global Energy Role Post-WWII11:14 - Rare Earths & Mineral Security13:33 - Copper Shortage: “Copper in the Age of AI”15:21 - U.S. Permitting Crisis18:00 - Grid Strain & Nuclear Outlook20:33 - Solar & Wind Investment Timeline22:19 - Crypto and Industrial Power Demand23:46 - Ukraine War & NATO Shifts25:42 - Defense Spending vs. Energy Transition27:07 - Energy Transition: Reality vs. Aspirations29:15 - Looking Ahead

Dan Goodwin and Steve Everley of FTI Consulting authored an outstanding report on the Big Beautiful Bill and its impact on the energy sector. We had to get them involved in the joint production of the Energy Impacts and Energy News Beat podcasts with David Blackmon and Stu Turley. You won't want to miss this update and the impact on the energy markets.Highlights of the Podcast00:01 – Introductions and Overview02:18 – FTI Consulting Roles and Background05:10 – Modeling the Energy Impacts08:50 – Natural Gas as a Big Winner10:39 – Supply Chain Constraints16:38 – Rise of Microgrids and Behind-the-Meter Power19:31 – Wind and Solar Take a Hit26:56 – Nuclear Outlook29:19 – Battery Storage Growth31:30 – Challenges with Battery and Solar Supply Chains34:54 – Natural Gas: From ‘Bridge Fuel’ to Cornerstone39:30 – Future Outlook and Closing Thoughts

Tim Stewart, President, US Oil & Gas Association, Stops by the Energy Impacts Podcast with David Blackmon, to unpack the sweeping effects of the “One Big Beautiful Bill.” From restoring federal lease sales and repealing burdensome methane fees, to spotlighting natural gas as the backbone of a growing AI-powered economy, the conversation explores how the bill resets U.S. energy policy, reshapes investment trends, and repositions oil and gas as essential to America’s future energy landscape.Highlights of the Podcast00:01 - Introduction02:34 - A Return to Normal Energy Policy04:31 - Stability Through Statutory Measures05:38 - Permitting Reform & Renewable Pressure08:19 - Capital Flight from Renewables?10:57 - Natural Gas and AI Demand Surge12:00 - VoltaGrid: Natural Gas Microgrid Innovation14:35 - The Myth of Limited Gas Supply17:19 - Repeal of Methane Fee from IRA21:15 - Impact on Offshore Leasing and Investment Certainty22:54 - Decline of ESG and Sustainability Reporting25:59 - Rejection of Appeasement Strategy28:52 - Looking Toward 2028 and Beyond

This will be a fascinating discussion of the global financial markets and energy, as the current geopolitical landscape influences commodities and energy. Wasif Latif, Co-Founder, President & Chief Investment Officer, at Sarmaya Partners, stops by the Energy Impacts live podcast. You won't want to miss this discussion.Highlights of the Podcast00:00 – Introduction01:14 – Sarmaya Partners and the Commodity Supercycle03:34 – Why Lithium and Rare Earths Are Not Prioritized04:55 – The Nuclear Renaissance10:28 – U.S. vs. Global Nuclear Expansion12:29 – Natural Gas as the Interim Energy Solution14:56 – Copper: The Foundation of Energy Transition18:01 – India's Rising Energy Needs22:16 – Africa's Future in the Energy Story25:06 – Policy's Dominance in Investment Strategy32:01 – Undervalued Energy Sector vs. Overvalued Tech36:16 – The Coming Oil Supply Gap39:54 – Price as the Ultimate Adjuster41:29 – Final Thoughts & Where to Find More