You won't want to miss this special episode of the Energy Impacts podcast with David Blackmon. Emily Domeech is the Chairperson for the Federal Permitting Improvement Steering Council in the Trump Administration. With the push for the United States to become not energy independent, but rather Energy Dominant, her role is critical to the success of the United States energy system. And subsequently, a key factor in the success of the entire United States economy.

Highlights of the Podcast

00:01 - Introduction

01:21 - Emily Domenech’s Background

03:27 - Outdated Environmental Laws and Delays

05:45 - NEPA Reform Progress

08:01 - Competing with China through Domestic Energy Projects

10:33 - Revitalizing Nuclear Energy

13:22 - Environmental Laws Should Guide, Not Block

15:55 - Abuse of the Endangered Species Act

19:04 - Radical Activism vs. Practical Conservation

20:54 - Chevron Deference and Congressional Clarity

22:27 - Legislative Challenges to Reform

25:13 - State and Local Government Coordination

27:58 - Call to Action for Project Developers

Stu Turley, David Blackmon, Doomberg, and Mike Umbro break down how California’s energy policies are fueling a national crisis. From refinery shutdowns and permit restrictions to rising fuel costs and flawed EV mandates, they expose the political choices putting America’s energy security and economy at risk. With firsthand insights and hard-hitting facts, this episode delivers a clear warning: what starts in California won’t stay there.

Highlights of the Podcast

00:08 - Introduction of Panel

02:02 - California’s Policy Impact

05:38 - Permitting Crisis

09:21 - Refinery Closures

10:50 - Newsom’s Three-Point Plan

13:29 - Regulatory Blind Spots

16:50 - Fuel Inflation as a National Risk

19:25 - EV Mandates and Trucking Impact

21:04 - 2028 Election and Newsom’s Ambitions

25:59 - Lack of Pipelines Between NorCal and SoCal

29:15 - Chevron’s Position in California

31:10 - Final Thoughts

In this insightful episode of the Energy Impacts podcast, David Blackmon sits down with renowned energy expert and author Dan Yergin to explore the evolving landscape of global energy. Yergin’s best-selling books include “The New Map,” “The Quest,” and “The Prize.”

In the fast moving 30-minute interview, Daniel and David unpack key takeaways from the recent CERAWeek conference, including the rising demand for electricity driven by AI and data centers, the U.S.'s growing influence in global LNG markets, and the strategic implications of rare earth mineral supply chains dominated by China.

Yergin also discusses the urgent need for infrastructure reform, the long timelines for mining and nuclear deployment, and why the energy transition may be more of an “energy addition.” From geopolitical tensions to copper shortages, this conversation provides a comprehensive look at the forces reshaping energy policy, markets, and global power dynamics.

Foreign Affairs “The Energy Transition Needs a Reality Check” op/ed by Yergin: https://www.ceraweek.com/en/news/press-releases/foreign-affairs-the-energy-transition-needs-a-reality-check

Books by Daniel Yergin: https://www.amazon.com/Prize-Daniel-Yergin/dp/1847376460?adgrpid=186996878628&hvpone=&hvptwo=&hvadid=748008426888&hvpos=&hvnetw=g&hvrand=14490381126824490089&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9191716&hvtargid=dsa-2414841787166&hydadcr=&mcid=&hvocijid=14490381126824490089--&hvexpln=67&tag=googhydr-20&hvsb=Healthmedia_d&hvcampaign=dsadesk

CERAWeek Home Page: https://www.ceraweek.com/en

S&P Global Study on The Future of Copper: https://cdn.ihsmarkit.com/www/pdf/0722/The-Future-of-Copper_Full-Report_14July2022.pdf

S&P Global Report on Chinese Control of Supply Chains: https://www.spglobal.com/market-intelligence/en/news-insights/research/critical-minerals-sourcing-rises-trade-troubles

Highlights of the Podcast

00:01 - Introduction

01:21 - CERAweek Themes

03:43 - U.S. LNG as a Geopolitical Power

05:20 - Pipeline Infrastructure & U.S. Gas Abundance

07:26 - Strait of Hormuz & Geopolitical Stakes

09:16 - U.S. Global Energy Role Post-WWII

11:14 - Rare Earths & Mineral Security

13:33 - Copper Shortage: “Copper in the Age of AI”

15:21 - U.S. Permitting Crisis

18:00 - Grid Strain & Nuclear Outlook

20:33 - Solar & Wind Investment Timeline

22:19 - Crypto and Industrial Power Demand

23:46 - Ukraine War & NATO Shifts

25:42 - Defense Spending vs. Energy Transition

27:07 - Energy Transition: Reality vs. Aspirations

29:15 - Looking Ahead

Dan Goodwin and Steve Everley of FTI Consulting authored an outstanding report on the Big Beautiful Bill and its impact on the energy sector. We had to get them involved in the joint production of the Energy Impacts and Energy News Beat podcasts with David Blackmon and Stu Turley. You won't want to miss this update and the impact on the energy markets.

Highlights of the Podcast

00:01 – Introductions and Overview

02:18 – FTI Consulting Roles and Background

05:10 – Modeling the Energy Impacts

08:50 – Natural Gas as a Big Winner

10:39 – Supply Chain Constraints

16:38 – Rise of Microgrids and Behind-the-Meter Power

19:31 – Wind and Solar Take a Hit

26:56 – Nuclear Outlook

29:19 – Battery Storage Growth

31:30 – Challenges with Battery and Solar Supply Chains

34:54 – Natural Gas: From ‘Bridge Fuel’ to Cornerstone

39:30 – Future Outlook and Closing Thoughts

Tim Stewart, President, US Oil & Gas Association, Stops by the Energy Impacts Podcast with David Blackmon, to unpack the sweeping effects of the “One Big Beautiful Bill.” From restoring federal lease sales and repealing burdensome methane fees, to spotlighting natural gas as the backbone of a growing AI-powered economy, the conversation explores how the bill resets U.S. energy policy, reshapes investment trends, and repositions oil and gas as essential to America’s future energy landscape.

Highlights of the Podcast

00:01 - Introduction

02:34 - A Return to Normal Energy Policy

04:31 - Stability Through Statutory Measures

05:38 - Permitting Reform & Renewable Pressure

08:19 - Capital Flight from Renewables?

10:57 - Natural Gas and AI Demand Surge

12:00 - VoltaGrid: Natural Gas Microgrid Innovation

14:35 - The Myth of Limited Gas Supply

17:19 - Repeal of Methane Fee from IRA

21:15 - Impact on Offshore Leasing and Investment Certainty

22:54 - Decline of ESG and Sustainability Reporting

25:59 - Rejection of Appeasement Strategy

28:52 - Looking Toward 2028 and Beyond

This will be a fascinating discussion of the global financial markets and energy, as the current geopolitical landscape influences commodities and energy. Wasif Latif, Co-Founder, President & Chief Investment Officer, at Sarmaya Partners, stops by the Energy Impacts live podcast. You won't want to miss this discussion.

Highlights of the Podcast

00:00 – Introduction

01:14 – Sarmaya Partners and the Commodity Supercycle

03:34 – Why Lithium and Rare Earths Are Not Prioritized

04:55 – The Nuclear Renaissance

10:28 – U.S. vs. Global Nuclear Expansion

12:29 – Natural Gas as the Interim Energy Solution

14:56 – Copper: The Foundation of Energy Transition

18:01 – India's Rising Energy Needs

22:16 – Africa's Future in the Energy Story

25:06 – Policy's Dominance in Investment Strategy

32:01 – Undervalued Energy Sector vs. Overvalued Tech

36:16 – The Coming Oil Supply Gap

39:54 – Price as the Ultimate Adjuster

41:29 – Final Thoughts & Where to Find More

In this episode of Energy Impacts, David Blackmon sits down with Chevron land manager Kelly Coppins to talk about the real-life role of a landman and how it compares to the version seen in the TV series Landman. Kelly shares insights into her work in the Permian Basin, from negotiating with landowners to managing complex surface and subsurface operations. They also discuss how much the industry has evolved, especially in safety and environmental practices, and how public perception often misses the full picture. It’s a down-to-earth conversation that sheds light on the people and processes behind America’s energy production.

Whether you’re in the oil and gas industry or just curious about how energy really works, this is an episode you don’t want to miss.

Highlights of the Podcast

00:01 – Introduction

01:10 – What a Real Landman Does

02:50 – Growth of the Permian Basin

03:45 – Comparing Reality vs. TV

05:38 – The Wild Opening Scene

07:07 – The Landman’s Son Theory

08:30 – Safety in the Permian

10:53 – Evolution of Safety Standards

13:38 – Profit Motive Behind Safety

15:47 – Honest Portrayal of West Texas Life

18:22 – Breaking Stereotypes

19:08 – Chevron's Presence in Midland

20:54 – Texas vs. New Mexico Land Work

22:54 – Policy Changes and Project Planning

24:44 – Importance of Regulatory Consistency

25:27 – Closing Remarks

Wayne Christian, Texas Railroad Commissioner, stops by the Energy Impacts podcast, and we will cover all of the critical oil, gas, and regulatory updates from the Texas Railroad Commissioner.

In this fast-paced and candid conversation, Commissioner Christian shares powerful insights on Texas’s dominant role in U.S. energy production, the fragile future of the electric grid, the real costs of wind and solar, and why misguided climate policies are putting reliability and taxpayers at risk. From the Permian Basin’s future to legislative battles over energy equity, this episode is a must-listen for anyone tracking the crossroads of policy, energy, and economics.

This is a critical time, and this update you won't want to miss.

Highlights of the Podcast

00:00 – Introduction and Commissioner Wayne Christian’s background

01:36 – History of the Railroad Commission as an environmental agency

04:54 – Importance of oil & gas to economy and modern life

07:02 – Grid stability post-Winter Storm Uri

08:16 – The risk of over-reliance on renewables in Texas

10:31 – IRA subsidies, failed legislation, and unfair energy market rules

13:36 – Commission funding and orphan well challenges

16:50 – Environmentalism as “religion” and conflicts with human benefit

18:36 – Wind/solar decommissioning costs and environmental damage

21:38 – Carbon capture criticism and taxpayer impact

26:08 – Deregulation, shareholder control, and lobby influence

29:47 – Consolidation in Permian Basin and economic disincentives

33:29 – Remaining reserves, oil efficiency, and regulatory contradiction

36:41 – Closing remarks and final thanks

Meghan Lapp is leading the charge to save the commercial fishing industry and bringing up a national security risk. 

How, you might ask, are offshore wind farms a huge problem?

The Empire Wind Project, a controversial offshore wind farm near New York, has raised national security and environmental concerns due to its location near JFK flight paths, potential radar interference, and disruption of vital fishing grounds. Meghan Lapp, a fisheries expert, warns that the project—partly owned by Norway’s state was rushed through permitting without proper oversight, may obstruct air defense capabilities, and could endanger marine life and navigation. Despite a brief halt by the Trump administration, the project resumed amid speculation of a pipeline deal, drawing scrutiny over regulatory failures and political motivations.

Highlights of the Podcast

00:00 – Introduction

03:13 – Empire Wind Project Controversy

05:28 – Alleged Pipeline Deal & Foreign Ownership

08:15 – Radar Interference and JFK Airport Risks

11:19 – DOD and FAA Inter-agency Failures

14:24 – Deceptive Status Claims and Construction Reality

17:09 – Maritime Safety and Historic Collisions

20:01 – Tower Size and Ecological Blind Spots

23:26 – Vineyard Wind and Tax Loopholes

27:17 – Falsified Safety Data and National Security Concerns

30:44 – Trump Admin Review and Industry Hope

33:58 – Structural Governance Problems

36:41 – Disparity in Regulation Between Oil/Gas and Wind

39:20 – Microplastics and Blade Deterioration

42:05 – Reclamation Costs and Industry Burden

44:13 – Final Plea for Government Attention

46:36 – Conclusion and Call to Action

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.

This podcast is also going out on David Blackmon’s Substack and podcast channels, and he had some fantastic points and questions for Doomberg.

Thank you both for your energy, leadership, and your time – Stu

Check out Doomberg on his Substack at https://newsletter.doomberg.com/

Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-markets

Highlights of the Podcast

00:00 – Introduction

03:00 – California’s Refining Crisis

08:30 – California Politics & Oil

13:20 – Trump’s Energy Team

17:40 – OPEC’s Decline & Co-Product Economics

23:00 – Oil Price Volatility & Strategy

26:30 – NGLs & Changing Energy Definitions

33:00 – Permian, Consolidation & Costs

36:00 – Breakevens and Co-Product Economics

39:00 – LNG, Natural Gas, and Arbitrage

45:00 – LNG Tankers, Jones Act, and Energy Exports

49:00 – $50 Oil as Geopolitical Strategy

53:00 – Russia, NATO & War Risks

57:00 – Canada, Trump, and Final Thoughts