Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets.

1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme.

2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years.

3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected.

4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals.

5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term.

00:00 Intro Return to Tangibles

01:11 ETF LENS is by Sarmaya Partners

03:35 Is the world oversupplied with oil

06:10 Geopolitical Risk to Oil

07:09 Shale Boom and Break-even for Oil

10:06 Companies looking for exploration locations

11:38 Policy impacting prices

16:58 Market Cycles

20:21 Markets like Copper

23:42 Global Markets and deindustrialization

27:15 Grid complexities of AC vs DC

28:56 Renewables impact on Energy

37:30 Investing and day trading

41:45 Recycling and Copper

48:20 Nuclear and AI

Follow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/

Check out https://sarmayapartners.com/

Check out the Substack: https://sarmayakar.substack.com/

Check everything David Blackmon on Blackmon.substack.com

Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets.

0:00 Intro Doomberg

01:56 Doomberg on the UK and energy crisis

06:28 Doomberg on the Labor Party

12:01 Doomberg on the Russian-Ukrainian War

14:37 Zelensky won the election, but may not be viable in peace talks

25:39 California and Gov Newsom Energy Crisis

31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.

38:14 US Dollar financial system and the petro dollar

43:13 Global debt

45:54 Secretary Chris Wright

53:41 Doomberg on data centers sitting on top of power sources

A special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/

In this episode of Energy Impacts, host David Blackmon sits down with David Malpass, former head of the World Bank Group, for an insightful discussion on U.S.–China trade relations, rare earth supply chains, and the global energy landscape. Malpass shares his perspective on rebuilding American manufacturing, the real costs of climate policies, and how energy independence will shape future economic growth. From Bill Gates’ shift on climate strategy to the critical role of nuclear power and data centers, this conversation dives deep into the policies and innovations driving the world’s energy future.

Highlights of the Podcast

00:01 - Introduction

01:54 - David Malpass’ Career Journey

04:18 - Trump-Xi Trade Agreement on Rare Earths

08:02 - Agricultural Trade and U.S. Competitiveness

10:54 - Contrasting the Trump and Biden Administrations

14:14 - The U.S. Rare Earth Supply Chain Challenge

19:41 - China’s Strategic Dominance in Manufacturing

23:19 - Bill Gates’ Shift on Climate Change

28:16 - The Real Cost of Climate Policies

32:53 - Electric Vehicle Industry Pitfalls

36:51 - Building U.S. Energy Independence

42:22 - Competing with China’s Scale and Control

45:28 - ESG Investing and Policy Shifts

46:34 - The Role of Nuclear Power in Energy Security

50:17 - Data Centers Driving Energy Demand

53:47 - Closing Thoughts

Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg lays out the massive topic of trade wars with China, and the global impact on the fiancial markets. What are investors and consumers thinking?

Highlights of the Podcast

00:01 – Introduction

01:43 – China’s Rare Earth Monopoly and Trade War Signals

07:17 – U.S. Response and Administrative Inaction

10:40 – Reactions to Global Trade Developments

14:17 – U.S. Efforts to Break Rare Earth Dependence

15:53 – U.S. Manhattan Project for Supply Chains

20:13 – Regulatory Hurdles and Mining Challenges

22:40 – Global Bifurcation and Emerging Trade Blocks

25:24 – Russia, Ukraine, and the Changing Global Order

34:13 – Media Narratives and Propaganda

38:31 – Drone Warfare and Shifting Military Power

42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry

46:08 – Europe’s Energy Crisis and Deindustrialization

53:17 – Alaska, Energy Development, and Infrastructure Delays

55:05 – Closing Thoughts and New Project Plug

Josh Young from Bision Interests stops by, and we discuss with David Blackmon and Stu Turley. Numerous changes are currently occurring in the energy markets, and we sit down to discuss the political, geopolitical, and other significant developments that the investment community needs to be aware of.

Highlights of the Podcast

00:01 – Introduction

00:44 – Josh introduces Bison Interests and Bison Insights

06:00 – Discussion on new oil sanctions and market effects

11:30 – Trade and tariffs – U.S., Canada, Japan relations

19:00 – Rare earths and China’s leverage

25:30 – Economic deregulation and energy demand

31:54 – OPEC, Saudi production, and spare capacity

37:00 – Russia, Venezuela, and Middle East relations

46:30 – U.S. defense, alliances, and America First debate

52:00 – Europe’s natural gas dilemma and net zero failure

59:30 – Japan’s JERA gas deal and corporate strategy

1:04:30 – Energy companies shifting away from renewables

1:07:00 – Canada, UK, and future of Western trade

1:15:30 – Tech firms buying into gas assets and energy security

1:35:33 – Episode wrap-up

Mike Umbro stops by the Energy News Beat Podcast and the Energy Impacts Podcasts with Stu Turley and David Blackmon co-hosting. This is a huge issue in California for National Security. Is opening Kern County going to be enough to keep gas prices down? Is the sudden turn from Gavin Newsom enough to save the California consumer?

Highlights of the Podcast

00:01 - Introduction

02:25 - California’s Policy Failures Under Newsom

03:41 - Drilling Permits and Production Challenges

05:16 - Regulatory Red Tape and Permitting Delays

07:10 - California’s Pipeline Crisis

09:28 - Oil Seeps and Environmental Misconceptions

11:37 - Refinery Closures and National Security Risks

15:38 - Import Dependence and Foreign Control

16:44 - The Best Rock, the Worst Policy

17:36 - Ignoring Science for Political Agendas

19:58 - Political Landscape

22:02 - Shutting Down Productive Oil Fields

24:58 - Hope for Change and Leadership

26:31 - Mike’s Encounter with Governor Doug Burgum

31:18 - The Root of California’s Crisis: Activist Control

33:44 - Reforming the System: IRS and Nonprofit Abuse

35:46 - The Need for Transparency and True Innovation

39:04 - America’s Energy Independence vs. China’s Influence

42:18 - California’s Solar Subsidy Myth

45:10 - Wind and Solar: Hidden Environmental Liabilities

45:59 - Lithium Battery Hazards and Waste Mismanagement

47:49 - Closing Thoughts and Call to Action

Josh Young, Portfolio Manager at Bison Interests, stops by the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon for an in-depth look at the global oil and gas financial markets. In this powerful discussion, the trio dives into the latest developments shaping the energy landscape, from OPEC+ production strategies and Russia’s role in global supply, to California’s refinery challenges and the growing demand for natural gas driven by AI and data centers.

Josh also shares valuable insights from his work at Bison Interests and Bison Insights Substack, exploring investment trends, ESG’s real impact on the energy sector, and what the future could hold for oil and gas prices. Whether you’re an investor, energy professional, or just someone wanting to understand the forces behind the markets, this episode offers a sharp, candid look at what’s next for the global energy economy.

Highlights of the Podcast

00:00 – Opening & Introductions

04:08 – Bison Interests & Building Bison Insights

08:04 – Global Oil Markets & Russia’s Influence

13:14 – OPEC+ Spare Capacity Debate

20:49 – California Energy Policy & Refinery Fires

33:08 – ESG, Corporate Governance & Oil Majors

41:35 – Layoffs at Imperial Oil & Corporate Culture

44:57 – U.S. Industry Leadership & Historical Parallels

47:17 – Methane Leakage, NGOs & Policy Critique

55:01 – AI, Data Centers & Natural Gas Demand

01:02:47 – Power Generation & Gas Turbine Shortages

01:05:26 – Government Shutdown Impacts

01:10:52 – Nuclear Energy Stocks & Market Bubble

01:15:34 – Market Rally & Economic Insights

This episode takes a closer look at what’s really behind today’s energy transition. David Blackmon talks with energy analyst Ronald Stein about why oil and refineries still matter so much from powering transportation and hospitals to producing the products we use every day. They discuss how wind and solar create electricity but can’t yet replace the thousands of items built from oil derivatives.

They also touch on California’s refinery closures, the shift of energy companies to other states, and what these changes could mean for the economy and national security. With a global perspective on refining and “net zero” goals, the conversation offers a grounded look at the challenges and trade-offs of moving to renewable energy.

Highlights of the Podcast

00:00 – Introduction & Background

01:30 – Energy Literacy & Products from Oil

05:40 – Refinery Closures & National Security Concerns

08:30 – Newsom Policies & Lack of Backup Plans

12:55 – Industry Migration & Economic Impact

17:30 – Aging Refineries & Offshoring

21:46 – Global Refining & Misunderstood Net Zero Goals

27:43 – Closing Thoughts & Call for Conversations

Dark Money of NGOs pouring millions into climate alarm propaganda, and how are they impacting energy policy? You will not want to miss this episode of Energy Impacts with David Blackmon, as he sits down with Jason Isaac, Founder and CEO of the American Energy Institute, to discuss the substantial amount of money and its impact on consumers.

Highlights of the Podcast

00:11 – Introduction

01:58 – Jason Isaac’s Background

05:30 – Industry Leadership & Chris Wright

07:02 – Dark Money in NGOs

09:15 – Ceres & Energy Foundation China

10:55 – Climate Judiciary Project

12:17 – Biased Lawsuits

12:51 – Media Propaganda Funding

14:05 – UN, World Bank, and Financial Controls

14:41 – Limits of Renewables & Battery Storage

16:56 – Texas Grid Concerns

20:51 – Industry Timidity

22:42 – Pushback Against Net Zero & ESG

26:15 – China Opposes Endangerment Finding Rescission

27:19 – Closing & Call to Action

David Blackmon sits down with Matt Whitlock, creator of The 10-Minute Drill, to talk about making sense of today’s fast-moving news cycle. They cover topics like dark money in politics, climate-related lawsuits, foreign influence on U.S. energy, and how the media often misreads Trump. The conversation also touches on Congress, Orrin Hatch’s legacy, and what Whitlock aims to do with his daily news updates.

Highlights of the Podcast

00:00 - Introduction

01:34 - Creating the 10-Minute Drill

04:22 - Trump, Media, and Misunderstanding

08:32 - The Web of Dark Money

11:45 - Climate Judiciary Project

16:43 - Honolulu Case & Lawfare Strategy

18:39 - Foreign Influence on U.S. Energy Policy

20:32 - Rumors About Trump’s Health

23:11 - Congress Back in Session

26:52 - Right Track/Wrong Track Numbers

29:09 - Closing & Where to Find 10-Minute Drill