Always Be Building

This episode’s guest is Tom Masiero the founder of Standard Bitcoin. A Bitcoin mining company that focuses on a blend of off-grid and on-grid hosting solutions for their clients. 

Tom is someone I have learned a lot from in the Bitcoin space. He drops a ton of knowledge in this episode around the current state of the mining industry. 

We discuss the apparent capitulation happening with Bitcoin miners as they struggle with the historically low hash price environment. We talk about the lessons learned over the years mining under different set ups. We get into the FTX scandal and other crypto scams that have unfolded this year. Lastly, we talk about the opportunities ahead in Bitcoin mining. 

Hope you enjoy the show!

Standard Bitcoin's Twitter: https://twitter.com/TheStandardBTC 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode’s guest is Jamie Heard, the Manager of Capital Markets at Tourmaline Oil Corporation. Jamie is also a great follow on Twitter where he regularly provides quality content and insight into the oil and gas markets. 

 This episode we discuss investing in energy right now and what Jamie paying attention to in the oil & gas equities space. We talk natural gas fundamentals and the future views on supply and demand growth. We get into how the recent increases in the cost of capital will impact infrastructure investments. Lastly, we riff on gas’s role in the electric grid and how the energy landscape is changing. 

Hope you enjoy the show! 

Jamie's Twitter: https://twitter.com/JamieHeard5

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode’s guest is Austin Mitchell, the CEO of Synota, where he is using the power of the Bitcoin lightening network to change the way that energy payments are made. 

Austin has a background in the traditional energy world and has worked for a variety of energy companies during his career. From the experience he gained working in the utility sector, he saw how the Bitcoin network had the potential to change the financial side of how energy is monetized. 

This episode we discuss the power of proof-of-work, and how it ties the physical world to the financial world. We discuss how Bitcoin is changing the energy landscape and how the Bitcoin network is a base layer that developers can build on to create second and third layer payment solutions for energy companies. 

Lastly, we talk about the future of monetizing energy, and how in a not too distant future, using the lightning network will feel as obvious as using the internet does today. 

Hope you enjoy the show! 

Synota Website: https://www.synota.io/team/index.html 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode’s guest is Isaac Orr. Isaac is a Policy Fellow at the Center of the American Experiment. I came across his work by reading a recent white paper he co-authored titled “The High Cost of 100% Carbon-Free Electricity by 2040.”

A few weeks ago I put out a tweet with a chart from his report showing that the LOCE of new solar and wind project’s is significantly higher than the existing energy sources. The tweet ended up going viral and there were a lot of people in the replies with push back to the chart. 

Instead of arguing on Twitter I decided to have the author of the report on the show. 

This episode we talk about the methodologies of calculating the levelized cost of energy, and how there are various ways to distort the results. We dive into the politics of energy sources what specifically what Isaac’s state Minnesota is proposing. Lastly, we look under the hood of how the value of energy is calculated and try to better understand the true cost of energy. 

Hope you enjoy the show! 

The High Cost of 100% Carbon-Free Electricity by 2040: https://files.americanexperiment.org/wp-content/uploads/2022/09/The-High-Cost-of-100-Percent-Carbon-Free-Electricity-by-2040-in-Minnesota.pdf 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode’s guest is Margot Paez.  Margot is a PhD candidate in the civil engineering department at Georgia Institute of Technology. She has an MS in physics from GT and works on climate change statistical-based modeling, primarily in relation to water resources. 

Margot is also a passionate Bitcoiner that comes to the space from a progressive viewpoint. Recently she challenged Alex Epstein to a debate on his stance around Fossil Fuels and they are currently looking for a venue to host the debate. 

This episode we discuss the challenges of modeling climate and I let Margot respond to some of the common criticisms to climate science. We talk about the common misconceptions around Bitcoin mining and how it can have a positive impact on reducing CO2 emissions. Lastly, we try to find common ground in the energy debate and possible solutions to avoiding a more chaotic climate future. 

Hope you enjoy the show! 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode’s guest is Dr. Chris Keefer, the host of the Decouple Podcast and President of Canadians for Nuclear Energy. 

Chris got into the energy podcasting space about 2 years ago and has a catalog of over 180 episodes. He has had some great guests and I suggest everyone go check it out and subscribe to his channel. 

This episode we discuss his recent trip to advocate nuclear with top Canadian politicians, including the Prime Minister Justin Trudeau. 

We discuss the brewing scandal around the recent Hydrogen project just announced between Canada and Germany, and why so many economically unviable projects are being favored over reliable energy that we already have available today.  

Lastly, we get Chris’ views on energy broadly and the takeaways he’s had from doing the Decouple podcast. 

Hope you enjoy the show!

Hey everyone come hang out with me at the Fuze Energy Festival in Houston, October 26 & 27th. 

The team at Digital Wildcatters are bringing together the best and brightest minds in all energy verticals: oil and gas, renewables, hydrogen, geothermal, batteries and storage and they’re locking down four blocks in East downtown Houston. 

It’s going to be a big party with a lot of knowledgeable speakers, content, and amazing networking. 

Look forward to catching up with you guys!

Get your tickets to FUZE using promo code "MAX" here: https://digitalwildcatters.com/fuze/ 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode’s guest is Joe Brevetti the founder of Charter Oak Production. Joe is a long-time veteran of the oil and gas industry and spent the early part of his career working for Schlumberger and later went on to form his own exploration and production company, Charter Oak Production.

This episode we discuss Joe’s career in oil and gas and the lessons he learned that gave him the skillset to start his own company. We talk about taking the leap and becoming an entrepreneur, dealing with uncertainty, and understanding how to adapt in the volatile commodity business. Lastly, we discuss current the current events unfolding around the world’s energy markets. 

Hope you enjoy the show!

Hey everyone come hang out with me at the Fuze Energy Festival in Houston, October 26 & 27th. 

The team at Digital Wildcatters are bringing together the best and brightest minds in all energy verticals: oil and gas, renewables, hydrogen, geothermal, batteries and storage and they’re locking down four blocks in East downtown Houston. 

It’s going to be a big party with a lot of knowledgeable speakers, content, and amazing networking. 

Look forward to catching up with you guys!

Get your tickets to FUZE using promo code "MAX" here: https://digitalwildcatters.com/fuze/ 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode's guest is Collin McLelland the co-founder of Digital Wildcatters. Collin was early to the energy industry content creation space and he is someone I have looked to for advice during the Talk Energy journey. 

We discuss the upcoming FUZE conference and how DW is trying to bring together all worlds in the energy industry for a single conference. We dive into the struggles of being an entrepreneur and how Collin has forged the path of his career by playing by his own rules. Lastly, we talk about the dichotomy of traditional energy (oil & gas) and the upstarts of the "energy transition."

Hope you enjoy the show!

Get your tickets to FUZE using promo code "MAX" here: https://digitalwildcatters.com/fuze/ 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode’s guest is Mark Mills. Mark is a senior fellow at the Manhattan Institute and a strategic partner with Montrose Lane (an energy-tech venture fund). 

Mark also served in the White House Science Office under President Reagan. 

This episode we discuss the issue energy misinformation that is being spread in the media and by politicians. We talk about the limitations of the energy transition and what is actually working and what is science fiction. We dive into the issues facing renewables and electric vehicles. Lastly, we discuss why when it comes to energy, the narratives dominate, but ultimately the facts matter. 

Hope you enjoy the show! 

Get your tickets to FUZE using promo code "MAX" here: https://digitalwildcatters.com/fuze/ 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

This episode’s guest is Zion Lights, the founder of Emergency React.  Zion is a climate activist and was once a member of Extinction Rebellion. 

I have been accused of having a bit of an echo chamber on the podcast, which is probably fair criticism, so I wanted to have Zion on the pod to get her perspective on Energy and climate. 

This episode we discuss Zion’s past working with climate activists and how she got turned off by their refusal to embrace anything but wind and solar. 

We talk about her time spent working with Michael Shellenberger and how she eventually got comfortable with backing Nuclear energy as a way to reduce carbon emissions. 

Lastly, we find common ground in the energy debate and talk about practical solutions that can lift humanity up rather than continuing down a green path to nowhere. 

Hope you enjoy the show! 

Zion's Twitter: https://twitter.com/ziontree 

Ancova Energy Newsletter: https://ancova.substack.com/ 

Talk.Energy Podcast: https://talk.energy/
 
Twitter: https://twitter.com/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast