The Energy Show

Trump says the Strait of Hormuz is open but tankers and insurers tell a different story. Steve Swedberg joins Mike to discuss the latest data from Hormuz and what it tells us about future gas prices. SHOW NOTES: 1:06: Why Do Lower Oil Prices Not Guarantee That Hormuz Will Stay Open? 3:20: How Are Gulf Producers Already Turning Away From Hormuz? 4:13: How Do Tankers Still Operate Under High Risk In...

Discover how the Hormuz crisis is permanently changing the way oil and gas is produced and transported. Morgan Downey joins Mike to discuss how the Iran war is a seismic event for global energy that will have lasting effects on the U.S-China power struggle. SHOW NOTES: 5:53: How Is The Hormuz Crisis Lifting Oil Prices For Years To Come? 9:30: How Will The Hormuz Strait Soon Become Irrelevant For O...

Discover what options Trump has to open the Strait of Hormuz and defeat Iran. How will oil prices respond to an American win or loss? Frank Galgano, military veteran and current professor at Villanova University joins Mike. SHOW NOTES: 1:24: Why Is Control Of Kharg Island Still In Play? 2:57: How Is Control Of Kharg Island Trump's Best Leverage? 5:07: How Is Time Working Against Trump? 8:37: How C...

The UAE exits OPEC as the Iran war lingers on. Will other OPEC members follow? How does this OPEC shakeup impact American producers? Will energy prices rise or fall? Randall Holcombe, and economist from Florida St. University, joins Mike. SHOW NOTES: 1:03: How Does OPEC Operate As A Cartel? 3:31: Why Do Cartels Breakup? 3:54: How Will UAE's Exit Influence Other OPEC Members? 4:44: How Will The Ame...

Discover how decades of green policy contributed to the current energy crisis in the Middle East. How will the war in Iran change oil and gas production and transport? Brenda Shaffer from The U.S. Naval Postgraduate School joins Mike. SHOW NOTES: 1:36: How Does Energy Shape Global Policy? 2:33 How Does Green Policy Increase Global Security Risk? 9:58: How Is Trump's Foreign Policy Targeting China'...

Gasoline analyst Patrick De Haan joins Mike to discuss the Iran war's impact on gas prices. Discover how long consumers will tolerate elevated prices, and what options are available to reverse the energy crisis. SHOW NOTES: 1:18: How Do Consumers React When Gas Reaches $4 per Gallon? 5:12: How Much Have Elevated Gas Prices Cost The American Economy? 5:54: Can American Oil Producers Set Their Own P...

Discover how the Iran war is impacting China's economy. With Iranian oil exports stifled, and Venezuela's oil under American control, can Russia supply China? Ken Medlock, energy economist from Rice University, joins Mike. SHOW NOTES: 2:06: How Is The Iran War Impacting China's Economy? 6:34: How Is Russia Benefitting From The Iran War?   9:07: Can The U.S. Guarantee Safe Passage In The Strait Of...

Discover how the Iran war is impacting oil and gas prices and production, and if we're heading for an energy emergency. Ellen Wald, author of "Saudi Inc.," joins Mike to discuss the short and long-term impact of this war on global energy. SHOW NOTES: 1:00: How Is Saudi ARAMCO Reacting To The Iran War? 3:56: How Long Can the Straight Of Hormuz Remain Paralyzed? 6:55: How Are Asia and Europe Going T...

Russia, Iran and Venezuela have built a shadow fleet of tankers to secretly move oil and gas around the globe. Today you will discover why the shadow fleet is growing, and if Trump's attempts to disrupt it are working. Tomer Raanan from Lloyd's List joins Mike. SHOW NOTES: 00:58: What Is The Shadow Fleet? 2:04: How Many Tankers Comprise The Shadow Fleet? 2:53: How Does The Shadow Fleet Evade Detec...

Discover how Trump's latest deregulation is the most significant deregulation in the history of the U.S., and has far-reaching economic effects for the oil and gas sector and beyond. Myron Ebell joins Mike. SHOW NOTES: 1:44: What Is The "Endangerment Finding"? 5:05: How Will Trump's EPA Deregulation Be Challenged In Court? 5:46: Will Car Prices Drop With This Deregulation? 8:32: How Could This Der...

Trump has removed the U.S. from the U.N.'s core climate-change treaty. Today you will discover why Trump did this, and how it affects Americans. Marlo Lewis joins Mike with analysis. SHOW NOTES: 4:52: What Is The U.N. Climate Treaty That Trump Has Withdrawn From? 10:42: How Does The U.S. Contribute More Than Any Other Nation To U.N. Climate Treaties? 13:39: What Are The Risks The U.S. Faces Under...

Discover how electricity prices are determined, and why certain states charge more than others. Isaac Orr joins Mike to discuss the price of electricity, and if AI data centers will drive prices even higher. SHOW NOTES: 1:54: How Do States Determine Electricity Prices? 3:57: How Much Electricity Do States Produce? 6:50: How Do Blue States Have The Highest Electricity Prices? 11:54: How Does Nuclea...

Discover how oil is integral to Trump's narco war against Venezuela. Venezuelan economist Francisco Rodriguez joins Mike to discuss how the world's largest oil reserves are at stake in the outcome of this war. SHOW NOTES: 2:39: Does Trump Want Venezuela's Oil? 4:32: How Are China, Russia and Iran Involved In Venezuela's Oil Sector? 8:34: What Type Of Domestic Support Does Maduro Have? 12:04: How I...

Discover how America must recapture a healthy relationship with energy to secure its future. Ron Stein joins Mike to discuss how energy became an extreme political issue detached from the realities of modern life, and what steps can be taken to bring back energy sanity.   SHOW NOTES: 00:47: How Are The Media Complicit In Energy Lunacy? 4:43: How Is California Tilting Towards Energy Wisdom? 8:43: H...

Discover how Trump's attempts to de-regulate oil and gas are proceeding, and if "Drill, baby, drill" is a realistic goal for the American economy. Economist James Broughel joins Mike. SHOW NOTES: 1:56: How Has Trump Changed Permitting? 4:10: How Does Trump's Permitting Differ From Biden's? 6:24: How Does Permitting Differ On Public vs. Private Land? 7:49: How Has N. Dakota Successfully Executed Pe...

Discover how Trump's Middle East peace deal is impacting oil and gas. From OPEC to China to the Ukraine war, Trump has set in motion historic actions that effect the world's biggest energy producers and consumers. Rod Martin joins Mike with analysis of the historic changes underway. SHOW NOTES: 2:06: How is Iran The Biggest Loser In Gaza War? 4:19: How Is OPEC Changed By Trump's Peace Deal? 6:55:...

China weaponizes rare earth minerals in its trade war with Trump. Discover how valuable rare earths are to America's national security, and what leverage Trump has to respond to China. Chris Berry, a rare earth analyst, joins Mike. SHOW NOTES: 2:08: How Is China Using Rare Earth Minerals To Gain Leverage In The Trade War? 3:42: How Important Are Rare Earths To America? 5:08: How Did China Gain Mar...

Discover how California suddenly flip-flopped on oil and gas. The most anti-fossil fuel state has signed new laws to allow oil and gas drilling. Dave Noerr, mayor of Taft, CA., joins Mike to discuss how California finally embraced energy reality. SHOW NOTES: 1:01: What Are The New Energy Bills Signed Into Law In California? 3:14: How Did California Go From The Top Oil Producing State To The Most A...

The U.S. and China are competing for A.I. dominance, and the winner may control the global economy and security. Gabriel Collins joins Mike to discuss how energy is the cornerstone for A.I. superiority. SHOW NOTES: 2:20: How Is The Permian Basin Uniquely Suited To Power A.I.? 5:34: Who Is Competing To Power American A.I.? 6:45: How Are Bitcoin Miners Impacted By A.I.? 8:23: What Role Will Nuclear...

A new climate report commissioned by The Energy Department and written by credentialed scientists challenges much of the green energy dogma. Steve Koonin, one of the report's authors, joins Mike to discuss the report, and how it may impact energy policy in the U.S. and around the world. SHOW NOTES: 1:18: How Do Government Grants Create Bias In Scientific Reporting? 2:48: Why Do So Many Climate Sci...

Oil and gas are the backbone of Trump's trade deal with the EU. Can American producers deliver $750 billion of product over the next 3 years? What do investors need to know about new opportunities this deal presents? Energy analyst Paige Lambermont joins Mike to discuss Trump's massive energy deal. SHOW NOTES: 1:01: Can American producers deliver $750 billion of product to Europe? 3:23: How Does T...

Discover how The Big, Beautiful Bill impacts all energy sectors. Who wins and who loses? What should investors know about the future of oil and gas? Can green energy survive without taxpayer subsidies? Mark Mills joins Mike with cutting-edge analysis of the new laws. SHOW NOTES: 1:16: How Does The Big Beautiful Bill Impact Oil & Gas? 8:27: Where Will New Drilling Permits Be Most Attractive? 12:15:...

Discover how oil and gas will be at the heart of any peace deal between Iran and Israel. Energy issues will also be critical to any expansion of Trump's Abraham Accords. Ellen Wald, author of "Saudi, Inc.," joins Mike with analysis of a region that is on the brink of massive change. SHOW NOTES: 3:56: How Did The U.S. Help Saudi Arabia Become The Leader of OPEC? 7:13: How Is Saudi Arabia's Attempt...

Discover how Trump's attack on Iran has brought oil and gas to the forefront of this global conflict. Energy economist Skip York joins Mike to discuss how energy is used as a weapon, how gas prices in your hometown will be impacted, and if American frackers can insulate geopolitical turmoil. SHOW NOTES: 1:04: How Did An Attack on Iran Lower Oil Prices? 1:58: How Badly Damaged Is Iran's Oil Infrast...

Discover how Israel's attacks on Iran's oil infrastructure will impact global energy prices. How will OPEC members react? What role should the U.S. play in this war? Hooshang Amirahmadi, a former presidential candidate in Iran, joins Mike for this important conversation. SHOW NOTES: 1:10: What Happens To Global Prices, If Iran's Energy Sector Is Destroyed? 5:41: If Iran's Government Falls, What Wi...