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 behind-the-meter solar and data centers, to provide a more accurate and transparent forecast.

    The conversation also touched on the implications for Texas’s energy mix, highlighting a continued reliance on solar, batteries, and natural gas to meet future demand. Arteaga emphasized that their machine learning models forecast significant growth in solar and battery capacity but acknowledge that natural gas will still play a crucial role due to its reliability and dispatchability. The interview concluded with a discussion on the importance of these insights for policymakers and the potential for future engagement to ensure accurate planning and decision-making in the energy sector.

    Highlights of the Podcast

    00:16 – Juan Arteaga’s Background

    01:01 – Overview of the Report

    05:15 – Ercot's Demand Forecast vs. Enverus Analysis

    08:47 – Explanation of Behind-the-Meter Solar

    10:53 – Data Centers and Power Generation

    13:30 – Future Energy Mix for Ercot

    14:10 – Machine Learning Model for Project Viability

    17:17 – Importance of the Report for Policymakers

    21:41 – Closing Remarks

  • 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 of voter registration trends. They also explore the potential implications of Kamala Harris’s vice presidential candidacy and the challenges of switching candidates.

    As the discussion progresses, the focus shifts to more technical and political issues, including election logistics, media bias, and the financial impact of college sports on universities. Larry and David touch on the future of energy, with Larry expressing skepticism about green energy's immediate economic effects and predicting potential actions by Trump if re-elected. They conclude with a look at Europe's energy future, battery technology, and the impact of Elon Musk’s acquisition of Twitter on free speech. The conversation is rich with historical perspective, current affairs, and personal anecdotes, making for a thought-provoking dialogue.

    Highlights of the Podcast

    00:39 - Background on Larry Schweikert and his books.

    01:38 - Historical context and recent events.

    02:49 - Discussion on Joe Biden's presidency

    04:40 - X-30 research plane experience.

    06:02 - Electoral Insights and Predictions

    08:44 - Shifting Electoral Dynamics

    13:45 - Voter Registration Trends

    19:12 - Challenges with printing ballots and logistical issues.

    20:46 - Implications of early voting and deadlines.

    21:50 - Hypothetical scenarios with Biden and Harris.

    23:06 - Media and election structures.

    28:07 - Impact of journalism schools.

    29:50 - Journalistic standards over time.

    32:02 - Media's role in historical events.

    33:45 - University influence on media and society.

    35:30 - Sports trivia and Larry's academic experiences at ASU.

    37:39 - Issues faced by student-athletes and financial instability.

    39:01 - Political predictions and energy policies.

    44:15 - Elon Musk and the impact on free speech.

    45:18 - Europe's energy future and green energy debates.

    46:30 - Future of the automotive industry and fuel alternatives.

    48:36 - Personal car stories and nostalgia for muscle cars.

    50:55 - Closing remarks and plans for future discussions.

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  • 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 understanding of socio-economic contexts and overcoming social opposition to achieve progress.

    Concerns were raised about the feasibility of energy transitions within democratic societies, with critiques of certain energy policies as authoritarian and calls for nuclear energy as a sustainable solution. Dr. Wilkinson responded by advocating for an inclusive approach considering diverse regional needs and the importance of managing energy transitions across generations. Using the metaphor of the "Energy Olympics," she illustrated the need for sustained, intergenerational effort and diverse capabilities to achieve successful energy transitions.

    Highlights of the Podcast

    00:47 - Purpose of the World Energy Council

    04:01 - Challenges in Energy Transition

    08:06 - Role of the International Energy Agency (IEA)

    13:01 - System Costs and Social Challenges in Energy Transition

    16:17 - Realism of Energy Transition

    18:15 - Future Projections and Practical Action

    19:04 - Oil and Gas Decarbonization

    20:20 - Energy Transition Challenges in Democratic Societies

    22:42 - Comparing US and European Approaches

    24:20 - Licensing Delays and Property Rights

    25:12 - Adapting to Climate Change Realities

    28:03 - Energy Transition as an Olympic Pentathlon Relay

    29:34 - Closing Remarks

  • 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 hydropower, and the burgeoning electric vehicle market influenced by Chinese imports. Armando also sheds light on Brazil's ethanol and biofuel programs, underscoring their importance in the nation's energy mix. The episode delves into the global trade implications, the environmental impact of exporting polluting industries, and the current political climate in the United States, revealing the critical intersection of energy policies and geopolitical developments. This thought-provoking dialogue offers a comprehensive look at the future of energy in Brazil and beyond.

    Highlights of the Podcast

    00:09 - Introduction and Guest Background

    01:14 - Political Tensions Impacting Energy Projects

    02:03 - Brazil's Natural Gas Needs and Sources

    03:40 - Challenges of Investment in Brazil

    06:21 - Success of Petrobras in Offshore Investments

    08:25 - Energy Transition and Irreplaceable Oil

    08:37 - Main Uses of Natural Gas in Brazil

    12:35 - BRICs Alliance and China's Influence

    15:28 - Electric Vehicle Market in Brazil

    17:00 - Ethanol and Biofuels in Brazil

    18:21 - Global Trade and Emissions

    19:38 - US Political Climate and Energy Policies

    26:12 - Conclusion and Future Discussions

  • 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 Southeast Polk High School before attending Drake University. He went on to get master’s degrees from the Air Command and Staff College and the University of Cambridge.

    Zach served our country for almost two decades in the United States Air Force. As an airborne intelligence officer, Zach flew recon missions off the coasts of Russia and China. After 9/11, he deployed three times to the Middle East and flew over 700 combat hours. He served as Director of Cybersecurity at the White House’s National Security Council combating cyber-attacks from foreign adversaries. Zach currently serves as a Colonel in the U.S. Air Force Reserve.

    Following his active duty military service, Zach served in the Iowa House of Representatives and the Iowa Senate. While working in the state legislature, he helped pass the state’s largest tax cuts three times over, growing Iowa’s economy and putting more money back into the pockets of Iowans.

    In Congress, Zach continues to be a pragmatic problem-solver pushing common-sense policies to benefit Iowans in all 21 counties he has the honor of representing. He serves on the House Financial Services Committee and the House Agriculture Committee where he is bringing Iowa’s big voice in the insurance industry and agricultural industry to our nation’s capital. Nunn also serves on the General Farm Commodities, Risk Management and Credit subcommittee and the Commodity Markets, Digital Assets and Rural development subcommittee.

    Zach is honored to call Bondurant his home and is happily married to wife Kelly and dad of six kids, two of which are adopted.

    Enjoy!

    Highlights of the Podcast

    00:30 - Congressman's Background and Greeting

    00:59 - Congressman's Roles and Responsibilities

    02:18 - Cybersecurity Threats and National Defense

    03:22 - Legislation and Bipartisan Support

    05:31 - Daily Briefing at the White House

    08:22 - Supply Chain and Critical Infrastructure

    10:40 - China's Influence and Rare Earth Minerals

    13:57 - Rare Earth Resource Discoveries

    14:43 - China's Market Manipulation

    16:38 - LNG Infrastructure and Russia

    20:08 - Iowa's Political Landscape

    23:10 - Impact of California and New York Residents Moving to Iowa

  • 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 list notably includes Travis Stice, the current CEO at Permian Basin giant Diamondback Energy.

    David worked for Shackouls and BR through the duration of his time as CEO, until the company was bought by ConocoPhillips in a deal that closed in May, 2006.

    Since retiring from BR, Shackouls has maintained a keen interest in current events and continues to advocate as a voice of sanity on energy policy and climate alarmism.

    Enjoy this discussion.

    Highlights of the Podcast

    00:09 - Introduction and Background

    02:15 - Transition to ConocoPhillips

    04:03 - Leadership and Management Philosophy

    06:36 - Challenges in the Energy Industry

    09:40 - Capital Discipline and Industry Evolution

    11:57 - Oil Industry Health

    13:29 - Climate Change Concerns

    14:56 - Global Energy Usage

    17:18 - Vehicle Preferences

    19:00 - Political Knowledge

    21:48 - Regulatory Impact

    23:25 - Generational Views

  • 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 generation, storage, and distribution.

    Jerry also highlights the importance of recognizing the moral and ideological dimensions influencing energy policy and innovation. His book, "First Invisible, Then Obvious," offers a framework for fostering creativity and long-term investment to tackle complex problems in energy and beyond. This conversation sheds light on how we can cultivate these abilities to drive meaningful progress.

    For a thought-provoking discussion on technology, energy, and policy, tune in to hear Jerry's insights and expertise.

    Highlights of the Podcast

    01:08 - Jerry Greenwich's background

    03:46 - First invisible Then Obvious

    08:07 - Little thing of fourth plane and generation

    08:36 - Back Plane

    09:50 - Creation of This Forward Plane Type Thing

    10:42 - The experience in my own life

    13:24 - The Forward Plane building activity

    14:34 - Representation, Precedes, Comprehension

    16:42 - The Hungry Don't Get Fed

    17:35 - Creativity and Innovation

    20:22 - What's going on in the energy space

    24:45 - Dumb Data

    28:26 - About Papyrus

    31:16 - The writing system and the writing medium

    33:54 - The initial premise of principle dynamic processes

    35:35 - Social Message

    37:16 - The emotional side of things

    40:12 - The Civil Servants

    43:02 - When you spend money like a Drunken Sailor

    45:09 - The Overton Window

    49:33 - The abiotic story of oil

    52:02 - The ideas in the book

  • The Energy Question: Episode 102 - Kathleen Sgamma, President of Western Energy Alliance

    In 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 Kurds within Turkey. The designation is due to its history of violent activities, including attacks on civilian and military targets.

    Highlights of the Podcast

    01:00 - Little background on its history, membership, and its mission

    02:47 - Federal issues

    05:24 - Natural capital accounting

    06:42 - The Department of Interior

    08:52 - When President Trump came in 2017

    10:57 - Joe Manchin

    14:34 - Disproportionately impact to small producers

    19:57 - Methane regulation

    22:29 - The UK and Europe

    23:57 - The White House, considering declaring a climate emergency

    26:43 - Zero emissions

  • 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 Podcast

    00:40 - 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 poorest households

    10:17 - The U.S. and all these gas

    11:23 - The system is so complex

    13:56 - The U.S. you still have the fluctuating rates

    16:32 - The highest intensity of coal use in CO2

    18:11 - The most flexible meter method

    20:52 - The Cape of Good Hope

    24:21 - A democracy that's doing the right decisions

    25:23 - The Russian supply away from the Germans

    27:03 - The message they sending to Europe

    28:04 - The presidential elections

  • 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 and invites engagement with FutureCoal through its website and LinkedIn page.

    Highlights of the Podcast

    00:48 - FutureCoal: Membership and mission

    02:59 - Demand for coal being driven by developing nations

    03:40 - Energy Security, reliability and affordability are critical

    04:21 - The Energy Trilemma is not solved, contrary to popular belief

    06:49 - The Global South is firmly focused on energy reliability, affordability and security

    08:22 - The enormous cost of the transition

    11:36 - What a new modern coal plant actually does in terms of emissions

    14:49 - The conversation around energy in general

    15:43 - Responsibility in the power generation space

    18:14 - The energy debate lacks facts

    20:48 - Shipping disruptions

    23:02 - The nature of coal players

    24:24 - The future coal platform

    27:52 - Current technology

    29:03 - Challenging the notion of what is responsible policy, investment, etc.: How do we define reposibility?

  • 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 Podcast

    00:26 - Climate The Movie

    05:09 - Bad weather

    06:09 - CO2

    07:05 - Climate change

    08:28 - Clean Power Plan

    11:27 - Whole idea in California

    12:33 - The electric vehicles industry

    15:47 - Goal of the climate alarm movement

    19:54 - The climate scam

    20:44 - Unabated coal fired power plants

    23:17 - Climate crisis

    23:57 - Cloud seeding in Dubai

    25:07 - Hertz

    27:44 - The US was way worse in the 70s than now

  • 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 commitment to safety and energy supply during hurricane season.

    Highlights of the Podcast

    00:45 - The American Petroleum Institute API

    03:13 - The Louisiana oil and gas industry

    04:43 - A tremendous cross-section of what's happening in the industry

    07:06 - A tremendous service industry in south Louisiana that's worked offshore

    13:53 - Oil and natural gas to other sources of energy

    15:43 - The EPA in advance their regulatory and legislative frameworks

    20:58 - The public was demanding electric vehicles right now

    25:45 - The companies and the emergency management people

    27:48 - The efforts of state associations

  • 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 consequences of current energy policies. Wright encourages engagement in public dialogue and provides resources for further exploration of these complex issues.

    Highlights of the Podcast

    01:11 - Liberty Energy

    03:28 - The shale revolution

    05:56 - Great American gifts

    08:07 - Report

    11:03 - An achievable goal

    13:13 - Germany's giant industrial powerhouse

    14:36 - Major energy crisis

    18:21 - The climate crisis

    23:17 - Let's be honest

    26:38 - The shrinkage in exploration spending

  • 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 adoption

    Highlight of the Podcast

    01:10 - Douglass Robinson's background

    04:59 - The Nuclear Regulatory Commission

    07:29 - Best in the nuclear world in the oil and gas

    08:47 - First advanced nuclear reactor facility

    10:16 - The reactor

    13:17 - The safety record of the of the nuclear industry in the US

    17:11 - A request for information

    19:25 - ESG

    22:07 - The Texas Energy Fund

    23:53 - Clean air capture

    25:15 - What would happen with nuclear if Trump wins this election in November?

    30:17 - Three things happening

  • 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 Podcast

    01:29 - Bipartisanship in the US Congress

    03:39 - For Country Caucus

    05:01 - Background in military service

    06:31 - About their organization

    09:45 - Simple kind of fact in human nature

    10:44 - One of the things that has happened in Congress

    11:26 - One of the reasons why we focus on veterans

    14:05 - Real impact in the ability of members of the Congress

    16:42 - Major world issues

    19:21 - The Ukrainian frontline units

    21:38 - The right type of people in office

  • 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 Podcast

    01:18 - The purpose of the Texas Petro Index

    04:59 - State revenue taxes from the oil and gas industry

    08:22 - The global LNG powers

    08:48 - Where the index stands right now

    09:52 - The all time high of the Texas Petro

    11:35 - Ne all time production records

    13:38 - T benefit of the American people

    15:37 - One of the key reasons for Texas success

    17:22 - What's happening at the Alliance

    20:30 - The Eagle Ford

    22:21 - One of the very most effective voices for our industry in Texas

    23:23 - The only Texans organization that directly plays in DC.

    27:19 - Pieces of legislation from decades ago

    29:23 - About the extraordinary economic impact of the industry in Texas

    34:53 - The Texas Alliance of Energy Producers

    35:53 - The great doctor Walter Williams

    37:26 - The essence of trade and free trade and energy trade

    38:47 - The Green New Deal

  • 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 and encourage energy voters to stay informed about industry-related issues.

    Highlights of the Podcast

    02:13 - The big independent producers in the United States

    03:19 - About the fact that IPAA is in a large way

    05:30 - Part of the challenge in Washington

    07:01 - The industry in Washington

    09:57 - A big piece of the advocacy in IPAA

    11:31 - The mature in Wyoming

    14:08 - How many legislative days are left on the congressional calendar as it is today?

    16:09 - The industry's independent producers

    18:19 - The Washington Post Editorial

    19:29 - The administration that's a frustration

    21:23 - The impact on local economies

  • 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 in supporting energy solutions like nuclear power.

    Highlights of the Podcast

    02:29 -The Declaration of Oil and Gas executives

    03:14 - The policy positions of all of the Democrat candidates for president

    04:12 - The hurdles to net zero carbon emissions

    05:07 - The Indian Point nuclear power plant in New York

    06:01 - One of the foremost nuclear advocates in the country

    07:44 - Spain just announced they're going to shut down the rest of their nuclear power plants

    08:05 - Interviewed Grace Stanke

    10:46 - The biggest funders of the Democratic Party

    10:55 - The good news

    11:39 - Nuclear folks in California

    13:13 - The Wall Street Journal

    16:06 - Germany to protest nuclear war

    17:07 - Oil and gas executives

    20:27 - Texas nuclear is a solid

    22:34 - The EV charging hospital

    23:35 - The United States

  • 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 hype to identify the opportunities and define the risks inherent in the uncertainties of energy transition using reality and fact-based fundamentals and analysis.

    Enjoy.

    RBAC Website: www.rbac.com

    Highlights of the Podcast

    02:34 - Energy market simulation systems

    05:14 - The company provides software products to the energy industry

    07:47 - G2M2 Global gas market model

    09:19 - The global LNG markets

    15:22 - The transit agreement on Russian gas pipelines across Ukraine

    18:35 - The resilience of the market

    20:58 - Real major impact on the industry

    24:07 - Southeast Asia could grow

    27:39 - The U.S. domestic delivery system for natural gas

  • 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 Podcast

    00:55 - The Texas legislative session

    03:25 - Americans for prosperity

    05:06 - Unleashing American Energy

    07:34 - The permitting process

    11:27 - Real opportunity for innovation

    15:06 - The problem for nuclear

    17:23 - When Texas is energy dominant, America's energy abundant

    17:42 - Genevieve Collins' outlook on this election this year?

    22:52 - The illegal immigration situation at the border

    27:47 - The story in the promise of Texas

    In this episode, Genevieve gives us an update on her organization's current activities, including a new initiative it calls "Unleashing American Energy."

    Enjoy.