The Energy Impacts with David Blackmon

This is a fun discussion with John Calce, Founder and Chairman of Element Fuels and America First Refining. This podcast is hosted by Stu Turley, Energy News Beat Host, and David Blackmon is the host of the Energy Impacts Podcast.

Don't kid yourself, with the geopolitical issues around the world right now, this story is HUGE. A new refinery in the United States was built to refine the light, sweet crude oil from the Permian Basin. This is a gigantic win for Energy Security.

As the title says, "Texas...

Doomberg stops by the Energy Impacts and Energy News Beat podcasts to talk about the Global Oil and Gas Markets Update. Hosted by David Blackmon and Stu Turley, they have a rich history of having way too much fun talking about the energy, oil, and gas markets.

1. Geopolitical Tensions & Iran-US Conflict

The transcript extensively covers the tensions in the Strait of Hormuz and the broader Iran-US conflict, examining how these tensions could disrupt global oil and gas supplies and reshape international relations.

2. Global Energy Markets & Supply Disruption<...

Tim Stewart stops by the Energy News Beat and Energy Impacts Podcasts

David Blackmon kicks off this joint podcast with Tim Stewart, President of the US Oil & Gas Association, and we have a wild discussion.

1. Oil and Gas Industry Volatility The speakers examine the current unstable state of the oil and gas sector, focusing on fluctuating oil prices and their impact on companies and workers. They note how the industry is adapting differently than it did during the 1970s oil crisis.

2. Middle East Geopolitical Tensions A significant portion of the...

The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. This podcast is pushed out on both platforms.

What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean.

1. Cutter's LNG Shutdown...

This was a wild discussion of the current global oil and gas markets with David Blackmon and Stu Turley. We covered stories from Energy News Beat and David's Substack.

If you only have time for one podcast, this may be it, as we cover the markets and critical issues on how long this may last.

The repeal of the Climate Power Grab by the Trump Administration brings up a lot of questions, and we cover a lot of them today. This podcast went out live on X, YouTube, and LinkedIn on both the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon hosting.

Dr. Matthew Wielcki has a large X reach, and his substack is fantastic; we highly recommend subscribing.

The main topics discussed in this Podcast are:

Throughout the conversation, the overarching theme is...

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedIn

The main topics and themes discussed in this podcast are:

1. The energy crisis in California:

- The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have...

You will not want to miss this episode of the Energy Impacts Podcast with David Blackmon and his special guest, Tom Holm, Executive Director for the Energy Defense Council. We will be covering significant changes underway in the nuclear industry and how they will be implemented.

The main topics discussed in this Podcast are:

1. The role and work of the Energy Defense Council (EDC), an organization focused on improving energy resilience and energy dominance for the U.S. military. Tom Holm, the executive...

You won't want to miss this episode of the Energy Impacts podcast with Jim Welty, President of the Marcellus Shale Coalition, as we gear up to talk about the global Natural Gas markets. We are covering the impact on the US consumers and manufacturing growth. We will be live on LinkedIn, X, and YouTube.

The main topics discussed in this Podcast are:

1. The importance of natural gas in providing reliable energy during extreme winter weather conditions, particularly in the Marcellus Shale region and the PJM grid.

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As we roll into the midterms, the Democrats are already rolling out "Affordability" as a key battle cry. Well, the facts show that the average blue state pays an estimated 37% more for electricity than the average red state.

This podcast went out on the Energy Impacts Podcast with David Blackmon and the Energy News Beat Podcast with Stu Turley. Tom Pyle, the CEO of the Institute for Energy Research, lays out the article linked below, and it is very clear. Energy Policies account for the greatest increases in energy costs.

Time Stamps:

01:57 Doomberg: Where is the oil glut

06:05 China is buying oil, and are they preparing for war?

12:50 Venezuela and the oil impact

26:11 Canada and great subscribers

41:58 Doomberg's methodology

This was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show.

Doomberg does not hold...

Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, 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.

1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme.

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Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets.

0:00 Intro Doomberg

01:56 Doomberg on the UK and energy crisis

06:28 Doomberg on the Labor Party

12:01 Doomberg on the Russian-Ukrainian War

14:37 Zelensky won the election, but may not be viable in peace talks

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.

High...

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 Podcast

00:01 – Introduction

01:43 – China’s Rare Earth Monopoly and Trade War Signals

07:17 – U.S. Response and Administrative Inaction

10:40 – Reactions to Global Trade Developments

14:17 – U.S. Efforts to Break Rare Earth Dependence

15:53 – U.S. Manhattan Project for Supply Cha...

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 Podcast

00:01 – Introduction

00:44 – Josh introduces Bison Interests and Bison Insights

06:00 – Discussion on new oil sanctions and market effects

11:30 – Trade and tariffs – U.S., Canada, Japan relations

19:00 – Rare earths and China’s leverage

25:30 – E...

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 Podcast

00:01 - Introduction

02:25 - California’s Policy Failures Under Newsom

03:41 - Drilling Permits and Production Challenges

05:16 - Regulatory Red Tape and Permitting Delays

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, expl...

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 g...

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 Podcast

00:11 – Introduction

01:58 – Jason Isaac’s Background

05:30 – Industry Leadership & Chris Wright

07:02 – Dark Money in NGOs

09:15 – Ceres & Energy Foundation China

10:55 – Climate Judici...

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 Podcast

00:00 - Introduction

01:34 - Creating the 10-Minute Drill

04:22 - Trump, Media, and Misunderstanding

08:32 - Th...

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 Podcast

00:10 - Introduction

01:35 - About IPAA

05:19 - Policy Shifts Under Trump Administration 2.0

07:50...

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 Podcast

00:00 – Introduction

01:24...

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 en...

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 Podcast

00:01 - Introduction

02:03 - Jim Welty's Background

05:23 - Pipeline Infrastructure and Energy Costs

07:32 - $92 Billion AI & Energy Project in Pittsburgh

10:28...

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 Podcast

00:01 – Introduction

01:26 – What is Future Coal?

03:49 – Governments, Industry, and Finance Must Unite

04:55 – Australian Coal Reality Check (Video Clip)

05:47 – The Reality of Coal De...

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 it...

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 Podcast

00:01 - Introduction

01:21 - Emily Domenech’s Background

...

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 Podcast

00:08 - Introduction of Panel

02:02 - California’s Policy Impact

05:38 - Permitting Crisis

09:21...

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.

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 Podcast

00:01 – Introductions and Overview

02:18 – FTI Consulting Roles and Background

05:10 – Modeling the Energy Impacts

08:50 – Natural Gas as a Big Winn...

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 Podcast

00:01 - Introduction

02:34 - A Return to Normal Energy...

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 Podcast

00:00 – Introduction

01:14 – Sarmaya Partners and the Commodity Supercycle

03:34 – Why Lithium and Rare Earths Are Not Prioritized

04:55 – The Nuclear Renaissance

10:28 – U.S. vs. Global Nuclear Expansion

12:29 – Natural Gas as the Interim Energy Solut...

In this episode of Energy Impacts, David Blackmon sits down with Chevron land manager Kelly Coppins to talk about the real-life role of a landman and how it compares to the version seen in the TV series Landman. Kelly shares insights into her work in the Permian Basin, from negotiating with landowners to managing complex surface and subsurface operations. They also discuss how much the industry has evolved, especially in safety and environmental practices, and how public perception often misses the full picture. It’s a down-to-earth conversation that sheds light on the people and processes behind America’s ener...

Wayne Christian, Texas Railroad Commissioner, stops by the Energy Impacts podcast, and we will cover all of the critical oil, gas, and regulatory updates from the Texas Railroad Commissioner.

In this fast-paced and candid conversation, Commissioner Christian shares powerful insights on Texas’s dominant role in U.S. energy production, the fragile future of the electric grid, the real costs of wind and solar, and why misguided climate policies are putting reliability and taxpayers at risk. From the Permian Basin’s future to legislative battles over energy equity, this episode is a must-listen for anyo...

Meghan Lapp is leading the charge to save the commercial fishing industry and bringing up a national security risk. 

How, you might ask, are offshore wind farms a huge problem?

The Empire Wind Project, a controversial offshore wind farm near New York, has raised national security and environmental concerns due to its location near JFK flight paths, potential radar interference, and disruption of vital fishing grounds. Meghan Lapp, a fisheries expert, warns that the project—partly owned by Norway’s state was rushed through permitting without proper oversight, may obstr...

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.

This podcast is also going out on David Blackmon’s Substack and podcast channels, and he had some fantastic points and questions for Doomberg.

Thank you both for your energy, leadership, and your time – Stu

Check out Doomberg on his Substack at https://newsletter.doom...

Join David Blackmon as he interviews Lewis Black, CEO of Almonty Resources, in a compelling discussion on the global importance of tungsten, the challenges of building critical mineral supply chains in democratic nations, and why Almonty is relocating to the U.S. to support national defense. From China's dominance in raw materials to the strategic future of Western industry, this short but powerful conversation explores the intersection of geopolitics, mining, and innovation.

Highlights of the Podcast

01:00 - Introduction & Almonty Overview

03:09 - Tungsten's Strategic Importance

04:39...

In this episode of Energy Impacts with David Blackmon, David Blackmon speaks with Philip Goldberg of the Manufacturers Accountability Project about the growing wave of climate lawsuits against energy companies. They discuss the legal and economic implications, the role of federal vs. state regulations, and how these lawsuits could impact manufacturing, jobs, and consumer costs. Tune in to understand why both sides of the political aisle see fundamental flaws in this litigation strategy.

Highlights of the Podcast

00:14 – Podcast Relaunch & Guest Introduction

01:42 – The Rise of Climate Lawfare

02...

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...