Join us at Charged Conversations as we unravel Europe's journey from commitment to urgency in securing US liquefied natural gas (LNG) amidst the turmoil of Russia's invasion of Ukraine. Featuring insights from Brigham McCown, we'll explore the origins of this energy pact dating back to 2018, when Donald Trump and Jean-Claude Juncker aimed to ease tariff tensions through enhanced LNG trade. As we fast forward to today's landscape, our analysis reveals the intricate mechanics of energy procurement in Europe, where decentralized decision-making and private companies like Shell and Total Energies hold the reins.

Dive into the challenges facing the US as it strives to meet Europe's soaring energy needs. While American gas production thrives, the hurdles lie in the infrastructure and regulatory landscape, with US LNG terminals stretched to their limits. We'll touch on the Biden administration's policy shifts that have introduced uncertainties, setting back progress on expanding LNG export capacities. This episode offers a comprehensive exploration of the intricate dance between political ambition, commercial execution, and the infrastructural realities that define the future of US-European energy relations. Join us for a thought-provoking discussion on what's needed to fulfill the transatlantic energy promise.

This episode is structured around five critical pillars that are framing the natural gas narrative in 2025 and beyond. We'll take a closer look at the significant capacity-building efforts with numerous US LNG terminals under construction, and why reliability is non-negotiable amidst rising AI-induced power demands. Witness how US LNG is wielded as energy diplomacy, offering a lifeline to allies while maintaining a strategic edge globally. Finally, we tackle the crucial need for permitting reform continuity, ensuring predictable and consistent development in the energy sector. This is more than just an episode—it's a roadmap for understanding the essential elements shaping the energy landscape for years to come.

America has an abundance of natural gas—and it’s fueling both domestic prosperity and international stability. This episode explains why natural gas is critical to U.S. energy security, job creation, and our global competitive edge.

Talking Points·

America’s vast natural gas reserves and infrastructure.·



Environmental benefits of natural gas.·

Exporting LNG to allies in Europe and Asia.·

The role of natural gas in a reliable energy mix.·

Alaskan LNG (I just got back from there with 3 cabinet officials and had a fireside chat with Alaskan Governor Dunleavy opening an Alaskan Energy conference before 1,000 attendees, many from abroad.·

Policy threats and regulatory uncertainty.

From data privacy to carbon markets, the EU sees itself as the world's regulator. This episode explores Brussels' environmental rulemaking, global consequences for trade, and whether its heavy-handed approach helps or harms global cooperation.

Talking Points·

Brussels wants to regulate the world’s carbon emissions.·

Even if you’re not in Europe. Pushing an agenda, a tariff on everyone else.·

Blindness to China· • Benefits vs. burdens:

Compliance costs, consumer prices, sovereignty concerns.· •

Will the world follow Europe’s climate path—or push back?

Civilian nuclear reactors use just 3–5% enriched uranium—so why is Iran enriching to 60%? The larger question is why would anyone continue to say it’s not clear Iran is enriching to make Bombs?

Talking Points· Subject of our latest podcast.·

Natural Uranium 0.7% U-235·

Nuclear fission basics and reactor design.

Civilian Use 3-5%· Up to 20-25% for research reactors. > 20% is HEU· •

Iran's 60% enrichment and proximity to weapons-grade uranium.· •

Role of UN IAEA and global nonproliferation treaties (Joke).

Brigham McCown embarks on a journey through President Trump's strategic maneuvers in the Middle East, highlighting his bold initiatives aimed at bolstering energy security and countering Iran's influence. With an eye on global energy market stability, we dissect the diplomatic efforts and essential partnerships that aim to transform the regional landscape. Dive into the complexities of Iran's nuclear ambitions and their far-reaching implications for regional and global security.

Switching gears to Europe, we explore the dramatic events of the Iberian energy crisis, where a sudden blackout exposed critical vulnerabilities within Spain and Portugal's power grid. Discover the pivotal role of France's nuclear energy prowess, which not only sustains its national energy needs but also provided crucial support to Spain during the crisis. We examine the cyber vulnerabilities that may have played a part and emphasize the urgent need for robust grid infrastructure and a balanced energy mix as countries transition to renewable sources. Our discussion offers invaluable insights into the balance of ambition and realism in pursuing sustainable energy futures. Tune in to understand how these global events shape the path ahead.

Canada's new Prime Minister, Mark Carney, is about to shake things up with an energy and sustainability agenda that might just change the landscape as we know it. Transitioning from his role as the former governor of the Bank of England to steering one of the world's largest economies, Carney is pushing for a bold shift towards renewable energy and sustainable finance. This isn't just about saving the planet—he sees it as a massive economic opportunity. But with Canada heavily reliant on its oil and gas sector, the big question is whether this agenda is visionary leadership or pie-in-the-sky thinking.

Join me, Brigham McCown, in this episode of Charged Conversations, where we take a comprehensive look at Carney's strategy, its potential impact on Canada's economy, and the possibility of a North American energy union. As we dissect the nation's economic challenges, including high inflation and job scarcity, we weigh the likelihood of Carney's vision becoming a reality. Can Canada pivot from its resource-driven economy to leading innovation in renewable energy? Tune in to explore this pivotal moment in Canada's energy landscape and its ramifications for North America.

In this episode of Charged Conversations, host Brigham McCown delves into the potential of hydrogen as a key player in the clean energy transition. Brigham interviews Mothusi Pahl, Vice President of Business Development and Government Affairs at Modern Hydrogen. They discuss the company's focus on decentralized (or distributed) hydrogen production through methane pyrolysis. 

This process, which cracks natural gas into hydrogen and solid carbon, offers economic and environmental benefits, including enhanced asphalt production and reduced CO2 footprints for industrial operators. Mothusi Pahl  emphasizes leveraging existing natural gas infrastructure to make energy more economical and reduce dependency on the electrical grid. The conversation also touches on responsible natural gas production and the importance of decarbonizing natural gas to meet commercial and industrial needs. The episode highlights the alignment of this technology with national security, economic benefits, and environmental goals.

Chapter 1
America First


This chapter explores the Trump energy plan by examining the mindset of Trump supporters and their views on energy policy. We look at the historical context of energy dependency in the United States, highlighting the shift from energy poverty during the early 2000s shale boom to a desire for energy independence. The discussion touches on the American psyche, which equates dependency with weakness, referencing historical events like the Carter administration's energy policies and the 1973 Arab oil embargo. We consider how Trump's America First policy reflects a belief in strength and self-reliance, critiquing alliances perceived as unfair, such as NATO. We discuss how Trump supporters view Europe's reliance on American defense and the desire for fairness in international relationships. Through these lenses, we gain insight into the components of the Trump energy doctrine and its implications for U.S. energy policy.


Chapter 2
European Electricity and Renewable Sources


This chapter focuses on the current state of electricity generation in Germany, France, and the United Kingdom, highlighting the challenges and successes in their energy policies. We examine Germany's reliance on coal and natural gas following the closure of its nuclear power plants, leading to high carbon emissions and expensive electricity despite significant investments in renewables. In contrast, France's energy landscape benefits from a strong nuclear power sector, resulting in low carbon intensity and the ability to export electricity to neighboring countries. The conversation also touches on the UK's recent closure of its last coal-fired power station, noting the rise in electricity costs and carbon emissions as industries face economic pressures. Throughout the discussion, we reflect on the intersection of politics and environmental policies, questioning the broader implications for energy independence and industrial stability.


Chapter 3
Trump's Energy Dominance Strategy


This chapter examines the intricacies of Donald Trump's energy policies and the significance of energy to his supporters. I explore how historical, political, and economic factors shape the belief in an "America First" strategy, emphasizing energy security. The discussion highlights the concept of "energy dominance," where America aims to be the world's leading energy force through technological advancements like fracking and horizontal drilling. I address the Trump administration's approach to bolster the fossil fuel industry, open federal lands, and simplify permitting processes while challenging the Green New Deal and climate change initiatives. We also touch upon the administration's potential strategies to restore America's energy production and address international challenges posed by China. As we conclude, we anticipate exploring further how these policies could impact climate change efforts and environmental quality in the next chapter.

Unlock the secrets of global energy dynamics and discover how the rise of U.S. liquefied natural gas is reshaping the world's energy landscape. Join me, Brigham McCown, as we explore the profound shifts triggered by the significant influx of LNG from the United States, especially in the wake of the 2022 Russian invasion of Ukraine. With energy prices soaring in Europe and America evolving from an energy importer to a major exporter, we unravel the complexities of potential oversupply, economic advantages, and the strategic geopolitical roles of both the U.S. and Qatar. This episode promises to equip you with a comprehensive understanding of the evolving global energy market and the potential challenges ahead.

Amidst the surge in data center demands, particularly in the U.S. and Europe, energy consumption is set to skyrocket. Hear from Matthew Garman, CEO of AWS, who sheds light on the growing energy needs of data centers and the role nuclear power could play in filling the gaps left by wind and solar energy. As AWS invests $35 billion in Virginia's Data Center Alley, we discuss how major players like Microsoft, Ameren, and Google are seeking innovative energy solutions to support their operations. With Europe's green ambitions clashing with rising energy consumption driven by AI and data centers, we reflect on the critical need for stable, affordable power sources to ensure sustainable growth and data center viability.