You won't want to miss this episode of the Energy Realities Podcast with David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley as they dive into the major shifts shaping today’s global energy landscape. From geopolitical tensions and critical mineral shortages to the ongoing tug-of-war between renewable ambitions and oil and gas realities, the hosts unpack how policy, production, and politics are redefining the future of energy.

As markets react to new trade deals, environmental directives, and economic divides, the team breaks down what these changes mean for consumers, investors, and nations alike. This episode brings powerful insight and candid analysis on the forces driving the world’s transition and why understanding them has never been more important.

Highlights of the Podcast

00:01 – Introductions

03:32 - Promises Made, Promises Kept: Trump Keeps Another One in ANWR

12:06 - The momentum on trade is with the United States

22:23 - Greenpeace and the Net Zero Followers are Wrong - The World is Bifurcating into New Trading Blocs

29:49 - Europe Faces an Economic Reality Check on Its Climate Agenda

31:47 - Europe struggles to catch up in race to stockpile critical minerals

38:54 - U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations

45:44 - Household electric bills to change with the weather

54:22 - Spain Reconsiders Its Nuclear Phaseout as Utilities Seek Almaraz Extension

55:53 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals - What is the timeline?

01:00:00 – Closing Thoughts and Takeaways