You won't want to miss this wild discussion of the Shanghai Cooperation Organisation (SCO) summit, and the natural gas pipeline deal between China and Russia, just approved. The Power of Siberia 2 pipeline is set to reshape global energy markets, with President Putin announcing that all natural gas once destined for the EU will now flow to Asia.

In this episode, David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley unpack what this means for Europe’s energy future, U.S. LNG exports, and the broader geopolitical balance. From energy security and sanctions to shifting alliances, the panel dives into the forces driving today’s energy realities.

Highlights of the Podcast

00:12 - Introductions

02:13 - SCO Meeting Insights

05:13 - Competing with IMF & World Bank

05:54 - Oil Market Debate

09:47 - Europe’s Energy Challenges

13:28 - Sanctions & China’s Strategy

15:06 - Europe’s Social Strains

18:21 - U.S. Strategic Petroleum Reserve (SPR)

21:47 - OPEC, Trump, and Oil Prices

22:19 - SCO vs BRICS

24:18 - New Development Bank Implications

27:55 - Transactional Geopolitics

30:13 - Fermeuse Energy Announces LNG Export Development in Newfoundland and Labrador Canada

32:59- AI Isn't Free. The first costs are on your bill, and more are coming 

37:54 - Red State to house ‘First-Of-Its-Kind’ recycling center for used nuclear fuel 

38:43 - US power capacity set for a big jump as renewable growth slows

43:25 - A China-Russia sweetheart gas deal could upset US energy exporters

46:47 - Why is China pouring billions into Brazil’s Energy and oil

52:27 - UK’s Fiscal & Energy Missteps

57:28 - Conservative Party Contradictions