The Energy Question

In a recent interview, David Blackmon spoke with Juan Arteaga, a senior analyst at Enverus Intelligence Research, about a pivotal report on future demand for generation capacity in the U.S. power grids. Arteaga discussed the discrepancy between Enverus's forecast and Ercot's projections, revealing that their analysis predicts a more modest increase in peak load demand compared to Ercot. Arteaga explained that their approach involves detailed modeling of various load drivers, including behind-the-meter solar and data centers, to provide a more accurate and transparent forecast.

The conversation also touched on the implications for Texas’s energy mix, highlighting a continued reliance on solar, batteries, and natural gas to meet future demand. Arteaga emphasized that their machine learning models forecast significant growth in solar and battery capacity but acknowledge that natural gas will still play a crucial role due to its reliability and dispatchability. The interview concluded with a discussion on the importance of these insights for policymakers and the potential for future engagement to ensure accurate planning and decision-making in the energy sector.

Highlights of the Podcast

00:16 – Juan Arteaga’s Background

01:01 – Overview of the Report

05:15 – Ercot's Demand Forecast vs. Enverus Analysis

08:47 – Explanation of Behind-the-Meter Solar

10:53 – Data Centers and Power Generation

13:30 – Future Energy Mix for Ercot

14:10 – Machine Learning Model for Project Viability

17:17 – Importance of the Report for Policymakers

21:41 – Closing Remarks

In this engaging discussion, David Blackmon, Stu Turley, and special guest Larry Schweikert delve into a variety of topics ranging from recent historical events to the intricacies of the 2024 election. The conversation begins with a nostalgic reunion between David and Larry, touching on their shared belief in Trump's 2016 victory. Larry, praised as "America's history teacher," provides insights into the X-30 hypersonic jet simulator, the dynamics of the Democratic Party, and the significance of voter registration trends. They also explore the potential implications of Kamala Harris’s vice presidential candidacy and the challenges of switching candidates.

As the discussion progresses, the focus shifts to more technical and political issues, including election logistics, media bias, and the financial impact of college sports on universities. Larry and David touch on the future of energy, with Larry expressing skepticism about green energy's immediate economic effects and predicting potential actions by Trump if re-elected. They conclude with a look at Europe's energy future, battery technology, and the impact of Elon Musk’s acquisition of Twitter on free speech. The conversation is rich with historical perspective, current affairs, and personal anecdotes, making for a thought-provoking dialogue.

Highlights of the Podcast

00:39 - Background on Larry Schweikert and his books.

01:38 - Historical context and recent events.

02:49 - Discussion on Joe Biden's presidency

04:40 - X-30 research plane experience.

06:02 - Electoral Insights and Predictions

08:44 - Shifting Electoral Dynamics

13:45 - Voter Registration Trends

19:12 - Challenges with printing ballots and logistical issues.

20:46 - Implications of early voting and deadlines.

21:50 - Hypothetical scenarios with Biden and Harris.

23:06 - Media and election structures.

28:07 - Impact of journalism schools.

29:50 - Journalistic standards over time.

32:02 - Media's role in historical events.

33:45 - University influence on media and society.

35:30 - Sports trivia and Larry's academic experiences at ASU.

37:39 - Issues faced by student-athletes and financial instability.

39:01 - Political predictions and energy policies.

44:15 - Elon Musk and the impact on free speech.

45:18 - Europe's energy future and green energy debates.

46:30 - Future of the automotive industry and fuel alternatives.

48:36 - Personal car stories and nostalgia for muscle cars.

50:55 - Closing remarks and plans for future discussions.

Angela Wilkinson, Secretary General of the World Energy Council, emphasized the importance of a systems thinking approach, noting that these transitions are multifaceted and involve significant societal changes. She highlighted the necessity of collaboration and practical action, pointing out the differing approaches between the U.S. and Europe in addressing energy challenges. Dr. Wilkinson stressed that energy transitions are not merely about replacing technologies but require a deep understanding of socio-economic contexts and overcoming social opposition to achieve progress.

Concerns were raised about the feasibility of energy transitions within democratic societies, with critiques of certain energy policies as authoritarian and calls for nuclear energy as a sustainable solution. Dr. Wilkinson responded by advocating for an inclusive approach considering diverse regional needs and the importance of managing energy transitions across generations. Using the metaphor of the "Energy Olympics," she illustrated the need for sustained, intergenerational effort and diverse capabilities to achieve successful energy transitions.

Highlights of the Podcast

00:47 - Purpose of the World Energy Council

04:01 - Challenges in Energy Transition

08:06 - Role of the International Energy Agency (IEA)

13:01 - System Costs and Social Challenges in Energy Transition

16:17 - Realism of Energy Transition

18:15 - Future Projections and Practical Action

19:04 - Oil and Gas Decarbonization

20:20 - Energy Transition Challenges in Democratic Societies

22:42 - Comparing US and European Approaches

24:20 - Licensing Delays and Property Rights

25:12 - Adapting to Climate Change Realities

28:03 - Energy Transition as an Olympic Pentathlon Relay

29:34 - Closing Remarks

 A seasoned expert in the oil and gas industry, Armando Cavanha, discusses Brazil's energy landscape, the impact of political tensions on energy projects, and the challenges of attracting foreign investment. The conversation highlights Petrobras's pivotal role in offshore ventures and explores the complexities of the energy transition, emphasizing the indispensable role of oil alongside renewable energy sources.

The discussion extends to Brazil's natural gas needs, the significance of hydropower, and the burgeoning electric vehicle market influenced by Chinese imports. Armando also sheds light on Brazil's ethanol and biofuel programs, underscoring their importance in the nation's energy mix. The episode delves into the global trade implications, the environmental impact of exporting polluting industries, and the current political climate in the United States, revealing the critical intersection of energy policies and geopolitical developments. This thought-provoking dialogue offers a comprehensive look at the future of energy in Brazil and beyond.

Highlights of the Podcast

00:09 - Introduction and Guest Background

01:14 - Political Tensions Impacting Energy Projects

02:03 - Brazil's Natural Gas Needs and Sources

03:40 - Challenges of Investment in Brazil

06:21 - Success of Petrobras in Offshore Investments

08:25 - Energy Transition and Irreplaceable Oil

08:37 - Main Uses of Natural Gas in Brazil

12:35 - BRICs Alliance and China's Influence

15:28 - Electric Vehicle Market in Brazil

17:00 - Ethanol and Biofuels in Brazil

18:21 - Global Trade and Emissions

19:38 - US Political Climate and Energy Policies

26:12 - Conclusion and Future Discussions

In this episode of The Energy Question, David Blackmon talks with Iowa Congressman Zach Nunn about the state of play related to this year's elections, along with national security and energy policy in the nation's capital. 

A sixth generation Iowan, Cong. Nunn was raised in a family of public school teachers, nurses, and farmers. While growing up, Zach helped out on his family’s Century family farm raising sheep, poultry and growing row crop. He was raised on Des Moines’ east side and went to Southeast Polk High School before attending Drake University. He went on to get master’s degrees from the Air Command and Staff College and the University of Cambridge.

Zach served our country for almost two decades in the United States Air Force. As an airborne intelligence officer, Zach flew recon missions off the coasts of Russia and China. After 9/11, he deployed three times to the Middle East and flew over 700 combat hours. He served as Director of Cybersecurity at the White House’s National Security Council combating cyber-attacks from foreign adversaries. Zach currently serves as a Colonel in the U.S. Air Force Reserve.

Following his active duty military service, Zach served in the Iowa House of Representatives and the Iowa Senate. While working in the state legislature, he helped pass the state’s largest tax cuts three times over, growing Iowa’s economy and putting more money back into the pockets of Iowans.  

In Congress, Zach continues to be a pragmatic problem-solver pushing common-sense policies to benefit Iowans in all 21 counties he has the honor of representing. He serves on the House Financial Services Committee and the House Agriculture Committee where he is bringing Iowa’s big voice in the insurance industry and agricultural industry to our nation’s capital. Nunn also serves on the General Farm Commodities, Risk Management and Credit subcommittee and the Commodity Markets, Digital Assets and Rural development subcommittee.  

Zach is honored to call Bondurant his home and is happily married to wife Kelly and dad of six kids, two of which are adopted.

Enjoy!

Highlights of the Podcast

00:30 - Congressman's Background and Greeting

00:59 - Congressman's Roles and Responsibilities

02:18 - Cybersecurity Threats and National Defense

03:22 - Legislation and Bipartisan Support

05:31 - Daily Briefing at the White House

08:22 - Supply Chain and Critical Infrastructure

10:40 - China's Influence and Rare Earth Minerals

13:57 - Rare Earth Resource Discoveries

14:43 - China's Market Manipulation

16:38 - LNG Infrastructure and Russia

20:08 - Iowa's Political Landscape

23:10 - Impact of California and New York Residents Moving to Iowa

In this episode of The Energy Question, David Blackmon interviews the visionary former CEO of Burlington Resources, Bobby Shackouls. Bobby took over as CEO of BR in the mid-1990s, assuming command of a large independent producer that had struggled financially the previous two years. 

By 2005, Shackouls and his team had built BR into a $32 billion enterprise whose management philosophy related to cost control and capital discipline remains one of the dominant models in the industry today. That list notably includes Travis Stice, the current CEO at Permian Basin giant Diamondback Energy.

David worked for Shackouls and BR through the duration of his time as CEO, until the company was bought by ConocoPhillips in a deal that closed in May, 2006. 

Since retiring from BR, Shackouls has maintained a keen interest in current events and continues to advocate as a voice of sanity on energy policy and climate alarmism.

Enjoy this discussion.

Highlights of the Podcast

00:09 - Introduction and Background

02:15 - Transition to ConocoPhillips

04:03 - Leadership and Management Philosophy

06:36 - Challenges in the Energy Industry

09:40 - Capital Discipline and Industry Evolution

11:57 - Oil Industry Health

13:29 - Climate Change Concerns

14:56 - Global Energy Usage

17:18 - Vehicle Preferences

19:00 - Political Knowledge

21:48 - Regulatory Impact

23:25 - Generational Views

In Episode 103 of" The Energy Question" David Blackmon interviews Jerry Greenwich about the hidden mechanisms of innovation and their implications for the energy sector. They discuss how current advancements often involve refining old technologies rather than groundbreaking inventions, with examples like electric vehicles and renewable energy sources. Jerry emphasizes the need for deep, sustained thinking and experimentation—what he calls the forward plane—to achieve true innovation in energy generation, storage, and distribution.

Jerry also highlights the importance of recognizing the moral and ideological dimensions influencing energy policy and innovation. His book, "First Invisible, Then Obvious," offers a framework for fostering creativity and long-term investment to tackle complex problems in energy and beyond. This conversation sheds light on how we can cultivate these abilities to drive meaningful progress.

For a thought-provoking discussion on technology, energy, and policy, tune in to hear Jerry's insights and expertise.

Highlights of the Podcast

01:08 - Jerry Greenwich's background

03:46 - First invisible Then Obvious 

08:07 - Little thing of fourth plane and generation 

08:36 - Back Plane

09:50 - Creation of This Forward Plane Type Thing 

10:42 - The experience in my own life

13:24 - The Forward Plane building activity 

14:34 - Representation, Precedes, Comprehension 

16:42 - The Hungry Don't Get Fed 

17:35 - Creativity and Innovation 

20:22 - What's going on in the energy space 

24:45 - Dumb Data

28:26 - About Papyrus 

31:16 - The writing system and the writing medium

33:54 - The initial premise of principle dynamic processes 

35:35 - Social Message

37:16 - The emotional side of things 

40:12 - The Civil Servants

43:02 - When you spend money like a Drunken Sailor

45:09 - The Overton Window

49:33 - The abiotic story of oil

52:02 - The ideas in the book 

The Energy Question: Episode 102 - Kathleen Sgamma, President of Western Energy Alliance

In Episode 102 of " The Energy Question" The Kurdistan Workers' Party, commonly known as the PKK, is officially designated as a terrorist organization by several countries and international organizations. This includes the United States, the European Union, Turkey, and NATO, among others. 

The PKK has been involved in an armed struggle against the Turkish government, seeking greater autonomy and rights for Kurds within Turkey. The designation is due to its history of violent activities, including attacks on civilian and military targets.

Highlights of the Podcast

01:00 - Little background on its history, membership, and its mission

02:47 - Federal issues

05:24 - Natural capital accounting

06:42 - The Department of Interior

08:52 - When President Trump came in 2017

10:57 - Joe Manchin 

14:34 - Disproportionately impact to small producers 

19:57 - Methane regulation

22:29 - The UK and Europe

23:57 - The White House, considering declaring a climate emergency

26:43 - Zero emissions

In Episode 101 of " The Energy Question" South African energy expert Hugo Kruger is back for a return engagement. In this episode David Blackmon interviews Hugo about current energy happenings in South Africa and across the Global South. 

Enjoy!

Higlights of the Podcast

00:40 - A wealth of information 

01:15 - The second largest circulation in the country 

03:34 - The government is choosing who's going to win 

05:06 - The flagship companies for these countries 

08:14 - The insurance costs on to the poorest households 

10:17 - The U.S. and all these gas 

11:23 - The system is so complex

13:56 - The U.S. you still have the fluctuating rates

16:32 - The highest intensity of coal use in CO2

18:11 - The most flexible meter method 

20:52 - The Cape of Good Hope

24:21 - A democracy that's doing the right decisions 

25:23 - The Russian supply away from the Germans

27:03 - The message they sending to Europe 

28:04 - The presidential elections

In Episode 100 of " The Energy Question" Michelle Manook, CEO of FutureCoal, discusses the organization's mission to represent all aspects of the coal value chain and the need for responsible energy policies. The conversation covers topics like the importance of baseload power, the impact of shipping disruptions on the coal industry, and the challenges of transitioning to renewable energy sources. Manook emphasizes the importance of factual, non-emotional discourse in shaping energy policy and invites engagement with FutureCoal through its website and LinkedIn page.

Highlights of the Podcast

00:48 - FutureCoal: Membership and mission

02:59 - Demand for coal being driven by developing nations

03:40 - Energy Security, reliability and affordability are critical

04:21 - The Energy Trilemma is not solved, contrary to popular belief

06:49 - The Global South is firmly focused on energy reliability, affordability and security

08:22 - The enormous cost of the transition

11:36 - What a new modern coal plant actually does in terms of emissions

14:49 - The conversation around energy in general 

15:43 - Responsibility in the power generation space

18:14 - The energy debate lacks facts

20:48 - Shipping disruptions

23:02 - The nature of coal players

24:24 - The future coal platform

27:52 - Current technology

29:03 - Challenging the notion of what is responsible policy, investment, etc.: How do we define reposibility?