This ain’t your Cats and Dogs living with each other, this is a full-blown apocalypse about to happen. 

This is a follow-up podcast to the one I had with Mike Ariza, and this time, David Blackmon and Professor Mike Mische are here to discuss the potential 7 Executive Orders that President Trump must enact to literally save the country.

This is an eye-opening discussion from Professor Mische and Mike Ariza, with real boots-on-the-ground information.

The discussion centers on a critical fuel shortage affecting California, including gasoline, diesel, and jet fuel. This is driven by the shutdown of major refineries in the state, creating concerns about price spikes, supply disruptions, and impacts on transportation, agriculture, and military operations.

Experts have drafted seven executive orders that could be invoked under the Defense Production Act to address the crisis. These orders aim to:

• Increase domestic oil and gas production
• Reopen and support refineries
• Override California’s regulatory authority for faster response
• The discussion suggests these would likely withstand legal challenges

The conversation emphasizes broader security concerns, noting that California has historically been a major fuel supplier for the U.S. military and economy. The loss of refining capacity and increasing reliance on imports pose serious risks, especially in potential conflicts or global supply chain disruptions.

The podcast discussion suggests California’s government has been unwilling or unable to address the crisis due to ideological priorities—particularly climate change policies—which have been prioritized over ensuring reliable and affordable energy supplies.

Experts emphasize the critical need for immediate intervention, warning of severe consequences, including fuel shortages, price spikes, economic disruption, and national security risks if action isn’t taken.

Connect with Professor Mische on his LinkedIn here: https://www.linkedin.com/in/michael-a-mische-987b30a/

Connect with Mike Ariza on X https://x.com/MikeAriza4531

Important Story Links: California will be a national security risk for the entire country!

California Gasoline Supply Outlook: A Disaster in the Making  https://californiaglobe.com/fr/california-gasoline-supply-outlook-a-disaster-in-the-making/

California’s Oil and Gas Crisis: From Military Threat to Mass Starvation

https://californiaglobe.com/fr/from-military-threat-to-mass-starvation/

EXCLUSIVE: Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security

https://californiaglobe.com/fr/executive-orders-for-president-trump-ensuring-that-us-has-necessary-fuels-from-california-to-provide-us-national-security/

You can also find all of the stories on https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

Net Zero has hit a wall, and energy security is taking center stage.

The conversation explores how investment patterns in the energy industry are changing, with capital moving toward pipeline infrastructure and away from traditional routes like the Strait of Hormuz. This reflects broader concerns about energy security and the need for self-sufficient energy systems.

A significant theme is the unexpected comeback of coal as an energy source. Despite previous commitments to phase out coal, demand is increasing in Europe and Asia, with coal plants being restarted or kept operational. This challenges the "net zero" movement and highlights the continued reliance on fossil fuels.

The transcript discusses how geopolitical tensions, particularly involving Iran, create vulnerabilities in global oil supply chains. The Strait of Hormuz is a critical chokepoint, and disruptions there could cause significant price spikes and market volatility.

There's emphasis on the U.S. position as a major energy exporter—including coal, oil, and gas. The discussion highlights how U.S. energy production could help offset global supply disruptions and strengthen America's geopolitical position.

The transcript includes stock market analysis and investment opportunities, focusing on energy companies like Peabody Energy, Exxon, and Chevron, suggesting potential gains in the sector.

References to upcoming episodes and expert guests indicate this is part of a broader series examining the energy crisis and its implications.

1.A Structural Shift in Capital Allocation in the Energy Sector is Underway Due to the Iran Conflict

2.U.S. Oil Blockade Is Set to Boost American Exports, and Impact Consumers

3.Coal Is Back in Play Around the World

4.President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities

5.Dallas Fed Impact Study of the 2026 Iran War on U.S. Inflation: A Scenario Analysis

6.Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security

7.US is quickly lining up Tankers in the Gulf of America

8.Peabody Energy May Be the Only Winner of the Strait of Hormuz Blockade

9.The Oilfield Service Crunch Is Here

You can also find all of the stories on https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

●

• "Paper vs. Physical: The Fractured Oil Market"
• "When Energy Meets Geopolitics: A Perfect Storm"
• "The Hidden Risks in America's Power Infrastructure"

The discussion delves into the complexities of oil pricing, distinguishing between paper oil prices (futures contracts) and physical delivery prices. There's significant focus on tanker traffic, oil flows to the U.S. and California, and analysis of energy-related ETFs and stock performance in the sector.

A major theme is the situation surrounding the Strait of Hormuz, a critical chokepoint for global oil supply. The conversation includes concerns about potential closure, Iran's alleged inability to fully reopen it due to lost mine maps, and the potential involvement of U.S. military intervention. These geopolitical issues directly impact global energy markets and supply chains.

The transcript highlights serious vulnerabilities in America's aging power grid, with a significant portion of transformers operating beyond their expected lifespan. There's particular concern about the vulnerability of the 18 major grid interconnects to potential sabotage or cyberattacks.

Discussion includes the need to redefine how we calculate the levelized cost of energy, particularly to better account for renewable energy sources. There are also mentions of potential policy actions by the Trump administration regarding energy issues.

The transcript covers stock performance and investment opportunities in the energy sector, including major companies like Chevron and ExxonMobil, as well as how climate-focused and ESG investors are navigating market volatility.

1.The Paper Price of Oil is About to Get Hit with Reality and Converge with the Delivery Price of Oil

2.NYT Writes Iran Can’t Open the Mines Because they Can’t Find Them: What This Means for the World’s Oil Crisis

3.U.S. Begins Clearing the Strait of Hormuz with Military Ships Passing Through

4.$2B Investment Drives Expansion of U.S.-Canada Oil Flows

5.TAL Pipeline Connecting Germany and Italy May Have Been Sabotaged

6.Iran War Fuels Rush to Energy ETFs and Oil Stocks. Climate Investors See No Reason to Chase Returns

7.Europe’s Gas Market is under Stress During Refill Season

8.The US Grid Transformers are a Critical Junction and Is A National Security Risk

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

Energy Security Starts at home, and Jason hits Energy Dominance through Service out of the park. 

You have heard me say, “Energy Security starts at home, and Energy Dominance comes through your exports”. Well, Jason is a great example of how Energy Dominance can’t happen without exporting our great oilfield services to countries that need to get stranded gas or the know-how rolling.

Jason Arsenault discusses his company’s presence across 16-17 countries, specializing in designing, selling, and renting equipment for gas processing and energy production. The company focuses on stranded gas monetization, NGL creation, and power generation from underutilized gas resources, with a diverse portfolio of new, reconditioned, and recycled equipment.

A significant portion of the discussion centers on Venezuela’s energy sector challenges, particularly the decline of state-owned PDVSA. Given Jason’s personal connections (his wife is Venezuelan), he explores potential opportunities for ARC Energy to help restore production and stabilize the country’s energy industry, with references to U.S. government involvement through Secretary of Energy Chris Wright.

The transcript covers the growing development of shale and unconventional plays in countries like Turkey, Bahrain, and Saudi Arabia. There’s emphasis on how American service companies and technologies can capitalize on these opportunities by providing specialized skills and equipment needed for unconventional reservoir production.

A key theme is the contrast between regulatory environments—particularly highlighting the difficulty of obtaining permits in California versus the relative ease in other countries. This underscores the importance of local partnerships and understanding regional regulatory and political landscapes.

The discussion emphasizes natural gas as a cleaner energy source, focusing on reducing flaring and methane emissions through capturing and monetizing stranded gas resources while minimizing environmental impact.

Connect with Jason on his LinkedIn: https://www.linkedin.com/in/arcenergyequipment/

Check out ARC Energy: https://www.arcenergy.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

The Strait of Hormuz is still closed, and we have 9 huge stories to cover on today's Energy News Beat Stand Up. I am calculating that $82 will be the new floor after we get the tankers rolled out of the Persian Gulf and refilled. I go through all of that and how I came up with that number.

The conversation extensively covers the energy market, including:

• Potential impacts of Strait of Hormuz closure on oil pricing (predictions of $82 floor and $100 as a possibility)
• Global supply disruptions from Middle East production shutdowns
• Refining capacity constraints in the Gulf region due to physical attacks
• OPEC production trends and market implications

A significant focus on how international conflicts affect energy markets:

• U.S./Israel-Iran conflict and its ripple effects on global energy supply
• Analysis of how major oil corporations (Exxon Mobil, Chevron) are positioned amid tensions
• Potential peace scenarios linked to Venezuela sanctions

Discussion of rapid infrastructure growth in the U.S.:

• Explosive expansion of data centers, particularly in Texas
• Strain on state power grids from this growth
• Comparative analysis of data center development across Texas, Virginia, and Georgia

Critical examination of renewable energy economics:

• Long-standing wind farm subsidies and their effectiveness
• Challenges of pricing energy while accounting for externalities
• Feasibility of meeting 100% energy demand through wind and solar

1.It Will Take Months for the Oil, Gas and LNG Markets to Stabilize, and the New Floor Is Around $82

2.The Saudi East-West Pipeline has been attacked. Still functional, and damage assessment is underway.

3.ExxonMobil Sees 6% of Global Output Impacted by Iran War, But What Does This Mean for Q1 and Q2?

4.Goldman Says Another Month Means Over $100 Brent Through 2026

5.JP Morgan’s Letter to Investors: Implications and Actions

6.How will the global oil and gas markets look post Iran War

7.Chevron Faces Smaller Mideast Disruptions Than ExxonMobil Amid Iran War – A Side-by-Side Comparison

8.Texas is leading in AI and Data Centers, but at what cost?

9.Wind Farms Have Had 50 Years of Subsidies: Should We Rethink How Energy Is Priced?

We have Jon Brewton, with Data2, next week, and on the California Crisis, Professor Mische, David Blackmon, and Mike Areiz.

Tomorrow, we are releasing Jason Arceneaux, President and Chairman of the Board for Arc Energy, and we will cover the global oil markets.

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Also, a shout-out to our great Sponsors:

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

We also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/

" Net zero states have higher energy costs, but we will also hit $150 oil to find out next on the Energy Newsbeat standup. "

Stu Turley, Energy News Beat Podcast Host

1. Energy Costs & Affordability

The discussion examines how different U.S. states rank in terms of electricity affordability, with particular attention to how renewable portfolio standards (RPS) and cap-and-trade programs correlate with higher energy costs. States with net-zero emissions targets are highlighted as having notably higher energy expenses.

2. Oil Price Volatility & Geopolitical Risks

The podcast explores the potential for oil prices to spike dramatically (potentially to $149 or higher), driven by geopolitical tensions and supply disruptions. This includes commentary on statements about military intervention in the Middle East and its implications for oil markets.

3. Energy Infrastructure Damage & Supply Chain Disruptions

There's significant discussion about damage to energy assets worldwide (particularly in Ukraine), and disruptions to global oil and refined product shipping, including declining flows through critical chokepoints like the Strait of Hormuz.

4. Renewable Energy & Green Policy Challenges

The podcast critically examines whether renewable energy policies and the "green new deal" can adequately address current energy crises, questioning the viability of wind and solar without substantial investments in storage and grid infrastructure.

5. Government Policy Criticism

There's notable criticism of government policies (especially in California) and the Federal Reserve's effectiveness in addressing the emerging financial and energy crisis.

6. Specific Energy Projects

Discussion of particular developments, such as a proposed 300-375 MW solar farm project in Wisconsin and the challenges it faces in the current energy market.

1.Net Zero Energy Policies Equate to Higher Energy Costs

2.Is Oil Set to Open Tomorrow at $149 or Higher?

3.President Trump Says Open the Strait, or We Will Bomb You to the Stone Age

4.Goldman Sachs Says Oil Price Shocks Are Looming: Global Diesel, Gasoline, and Refined Products Crisis Unfolds with Rationing Timelines by Region

5.JP Morgan Says Oil Goes to $150 if Strait Not Opened Till May

6.Big Solar Comes for My Home County

7.The California Refinery Crisis is a national security risk for America

●

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Also, a shout-out to our great Sponsors:

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

We also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/

This was a hard-hitting discussion by Mike Ariza, Downstream Expert, fresh off last night's Town Hall with Professor Mische and a host of other key people discussing the horrific National Security Crisis in California and how the Strait of Hormuz is about to impact the entire half of the United States. Yes, you heard that correctly.

" If you can't move food, I mean, you can, if the Port of Los Angeles shuts down, the Porta Long Beach shuts down. And if you can move food people are going to starve in California and Reno and Vegas and Arizona. And that's just, it's a simple fact. If you don't have the fuel, you don't have the logistics. "

Mike Ariza, Downstream Energy Expert

Thank you, Mike, and we look forward to seeing you and the Professor with David Blackmon on the next Energy News Beat Panel on California National Security Crisis Unfolding.

The Podcast focuses heavily on California's declining refinery capacity (down to just 7 refineries) and the state's growing dependence on imported fuel—40-60% of gasoline, diesel, and jet fuel now comes from outside the state. This has created infrastructure bottlenecks and supply constraints, leading to price spikes.

• Agriculture: Farmers face bankruptcy due to skyrocketing diesel and fertilizer costs
• Fishing: Small fishermen struggle with increased regulations and monitoring costs
• Broader economy: Risk of food shortages and potential civil unrest if fuel supply is disrupted

The discussion critiques several state policies:

• The "cap and invest" program, characterized as ineffective and benefiting certain groups
• Reluctance to approve new oil and gas permits despite available resources
• A perceived disconnect between environmental policies and practical energy security needs

There's an emphasis on the need for federal intervention, particularly invoking the Defense Production Act to stabilize the energy market and keep refineries operational.

We cover the alternatives, including:

• The Sable offshore project for increased domestic production
• Renewable diesel options, though, with concerns about high energy consumption and costs

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Also, a shout-out to our great Sponsors:

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/

What a wild day, and last night's President Trump speech left people scratching their heads. If you are a country pursuing Net Zero, you hear “Go Get Your Own Oil.” There is only one problem. None of them has any military capability to keep the Strait open.

So the world is facing a huge split in the road. The countries that will follow Net Zero and double down on wind and solar, or you will see others turning on coal, nuclear, and natural gas, and not turning off their refineries. Half the US is ok, and the other half is in trouble. California is approaching a National disaster, and we have more on that later. 

The transcript extensively covers Iran's de facto closure of the Strait of Hormuz and its cascading effects on global energy markets. This disruption affects the flow of oil, liquefied natural gas, fertilizers, and other critical commodities worldwide, causing price spikes and supply shortages. The discussion includes impacts on Asia, Europe, and the Philippines, as well as commentary on U.S. policy responses.

The EU's energy policies are examined, particularly initiatives like "RePower EU" and the "Clean Industrial Deal." The transcript questions the feasibility of these plans given Europe's reliance on fossil fuels and challenges in transitioning to renewables. There's concern about an "energy lockdown" resulting from the Gulf-Iran conflict.

California's energy landscape faces multiple challenges including refinery shutdowns, grid instability, renewable energy integration difficulties, and high electricity prices. The transcript raises questions about the state's energy management and potential national security implications.

The discussion highlights the need to recalculate LCOE metrics to accurately reflect the true costs of renewable energy integration, including storage and grid resilience—suggesting current calculations underestimate transition costs.

The transcript covers current energy sector stock performance, with oil, gas, and refinery companies outperforming broader markets, and discusses investment strategies like covered calls.

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor, and we will be getting their information next week. Thank you all again, and remember why we celebrate Easter. The resurrection story is the most important part of our lives. https://welldatabase.com/

" Did you know that a singular ChatGPT search is equivalent to leaving your light bulb on for 20 minutes? "

Mark Mukhija, Eagle Nuclear Energy Corp, NUCL

I learned a lot from Mark, and this was an absolute blast to find out how much uranium we need just to update our nuclear fleet, and how much we still buy from other countries.

If you have listened to the Energy News Beat Podcast, you have heard me say that Energy Security Starts at Home, and Energy Dominance comes through your Exports. Well, Mark and the team at Eagle Nuclear Energy Corp, NUCL, are on top of the largest Uranium deposit in the US, and this is critical. Let's look at their shovel-ready combination and get some permits moving today. Their deposits are on Federal Land, so this should be a Trump dance waiting to happen. I can hear the band staring up as President Trump gets Lee Zeldin to sign the EPA approvals to get the mine moving in months, not years. The average time to open a mine is 20 years, and we will be tracking this one as it is mission-critical.

The transcript emphasizes that nuclear energy is critical for powering emerging technologies like AI, data centers, and quantum computing. The U.S. currently operates around 94 nuclear reactors but will need approximately 180 more in the near future to meet growing power demands.

Eagle Nuclear Energy is positioned as an integrated nuclear fuel supply chain company, focusing on:

• Uranium mining operations
• Small modular reactor (SMR) technology development
• Ownership of one of the largest uranium deposits in the U.S. (in the measured and indicated category)

Key challenges include:

• Lengthy permitting and approval processes for nuclear projects
• Need for significant capital investment and project acceleration
• Importance of domestic uranium production for national security and energy independence

• The company has $31 million in current funding for exploration and pre-feasibility work
• Focus on executing key milestones to build investor confidence and secure additional funding
• Plans for potential partnerships to address different aspects of the nuclear fuel cycle

Also, a shout-out to our great Sponsors:

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/

The transcript extensively covers critical disruptions to global energy supplies, particularly:

• The Strait of Hormuz closure affecting 20% of global oil and LNG trade
• Chevron's Wheatstone LNG facility shutdown in Australia due to storm damage
• Iranian missile strikes on Qatar's LNG infrastructure
• Collective reduction of global LNG supply by up to 35 million tons

• U.S.-Israel conflict creating energy market instability
• India escorting its own LNG tankers through the Strait
• Saudi Arabia's strategic pipeline bypassing the Strait (7 million barrels/day capacity)
• Regional tensions affecting energy infrastructure

• California: Facing severe energy crisis with refineries targeted for closure under CARB regulations
• Venezuela: U.S. efforts to restore electricity infrastructure by removing China from El Guri hydroelectric dam

• U.S. oil majors prioritizing fiscal discipline and core oil/gas growth over low-carbon investments
• European companies taking more aggressive low-carbon transition approaches
• Nations like Japan reversing coal phase-outs and restarting coal plants for energy security

• Wind energy supply chain issues (balsa wood sourcing linked to Amazon deforestation and organized crime)
• Non-recyclable wind turbine blade disposal challenges

1.What are the potential timelines for energy disruptions from the Strait of Hormuz

2.Saudi Pipeline Hits 7 Million BPD Goal Bypassing the Strait of Hormuz

3.Chevron’s Wheatstone Gas and LNG Export Facility in Australia Shut Down Due to Storm Damage

4.US Removes China from El Guri Hydro Dam in Venezuela

5.California’s Oil and Gas Crisis: Expert Warns of Full Scope of the Potential Danger

6.US Oil Majors Leading the Way on Fiscal Responsibility

7.Countries Like Japan Are Removing Barriers to Ramp Up Coal Plants Amid Global LNG Crisis

8.Wind Energy is Not as Eco Friendly as They Say

9.Global Energy Domino is Separating Countries Into Those Who Survive Or Not

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/