The Energy Show

Trump says his oil deal with Venezuela is the biggest ever. Discover the details of this deal, and the risks and rewards. Can Americans expect lower gas prices soon? Orlando Perez, from The Univ. of North Texas, joins Mike.

SHOW NOTES:

1:44: Is This The Biggest Oil Deal Ever?

3:04: How reliable is Delcy Rodriguez?

6:06: How Reliable Is Alejandro Betancourt, Trump's Man in Caracas?

12:50: How Confident Are American Producers With Trump's Deal?

23:45: Is Venezuela Capable Today Of Having Fair Elections?

28:21: Does Trump Want Elections In Venezuela?

Discover how oil and gas investing offers unparalleled tax benefits. Tax expert Tom Wheelwright joins Mike to discuss the latest strategies investors are using to gain tax benefits.

SHOW NOTES:

3:01: What Are The Two Main Tax Benefits Available To Oil Investors?

6:39: What Is The Difference Between A General Partner And Limited Partner?

8:44: What Are The Benefits Of Investing As An LLC, C-Corp, or S-Corp?

10:26: What Is Recapture Tax?

12:03: What Are The Best Exit Strategies?

14:52: How Do Tax Benefits Differ Between Oil and Green Energy?

Trump announces a nuclear deal with Saudi Arabia. How would a nuclear Saudi Arabia change the Middle East and impact OPEC? Will The Saudis join the Abraham Accords as a condition to American nuclear science? Ellen Wald, author of Saudi, Inc., joins Mike with analysis.

SHOW NOTES:

1:11: Why Are The Houthis Attacking Saudi Arabia?

4:17: Can The Saudis Protect Themselves From Iran And Its Proxies?

7:42: How Much Is Iraq's Government Influenced By Iran?

12:51: Is Saudi Arabia Building A Nuclear Program With The Help Of Trump?

20:40: Will The Saudis Join The Abraham Accords?

It takes a lot of energy to power AI data centers. So, who's going to pay for all that electricity? And can the current electric grid even handle AI? Mark McNees from Florida St. University joins Mike to discuss how Big Tech, the utility companies and politicians are hashing out the bill for AI.

SHOW NOTES:

1:43: What Are The Energy Demands For AI Data Centers?

5:05: Can The Grid Handle AI?

7:07: Who Pays For AI's Electricity?

8:51: What Tradeoffs Do AI Data Centers Present To Communities?

10:56: How Do Utility Companies Benefit From AI Data Centers?

13:21: Can Nuclear Power AI?

18:08: How Does Big Tech Justify Not Paying For Their Data Center's Electricity?

23:18: Why Can't Data Centers Function In Outer Space?

Discover how Gulf nations are reshaping the energy supply chain away from Iran. Pipelines, rail and even air transport are under development to lessen dependence on the Strait of Hormuz. Abu Dhabi-based energy analyst Dean Mikkelsen joins Mike with details of the new supply chain.

SHOW NOTES:

1:08: How Has Life Changed In Abu Dhabi Since The Iran War Started?

2:41: How Long Will Hormuz Be A Vital Transport Hub For Energy?

4:22: Will The U.S. Take Kharg Island?

5:21: Does Iran Anticipate Gulf Nations Bypassing Hormuz?

7:26: Have The Houthis Opened A New War Front By Attacking The Saudis?

10:40: Is The Red Sea Closed To Shipping?

13:48: How Are Gulf Nations Using More Rail and Air For Transport?

15:23: What New Pipelines Are Under Construction?

18:27: How Will A Nuclear Deal Between The U.S. And Saudi Arabia Impact The Region?

Location matters for energy investors. Discover how states influence energy production and energy costs. Tom Pyle, president of The Institute for Energy Research, joins Mike to discuss current research that every investor will find valuable.

SHOW NOTES:

4:33: How Do Blue States Drive Up Energy Costs?

9:15: How Do PA and NY Illustrate How Location Matters For Energy Investors?

12:30: How Is CA The Best Example Of Energy Policy Gone Haywire?

17:49: How Are Utility Prices Determined?

19:23: How Are Net Metering Programs Driving Prices Up And Reducing Reliability?

23:38: How Can LNG Lower Electricity Prices In All States?

26:35: How Are America's Land And Real-Estate Laws Beneficial To Investors?

Trump says the Strait of Hormuz is open but tankers and insurers tell a different story. Steve Swedberg joins Mike to discuss the latest data from Hormuz and what it tells us about future gas prices.

SHOW NOTES:

1:06: Why Do Lower Oil Prices Not Guarantee That Hormuz Will Stay Open?

3:20: How Are Gulf Producers Already Turning Away From Hormuz?

4:13: How Do Tankers Still Operate Under High Risk In Hormuz?

5:28: Are Gulf Nations Assuming More Risk To Transport Oil?

6:34: How Is The U.S. Attempting To Lower Risk For Tankers?

10:06: Will Oil Ever Return To "Normal" In The Gulf?

14:00: What Factors Drive Down Oil Prices Since The MOU?

Discover how the Hormuz crisis is permanently changing the way oil and gas is produced and transported. Morgan Downey joins Mike to discuss how the Iran war is a seismic event for global energy that will have lasting effects on the U.S-China power struggle.

SHOW NOTES:

5:53: How Is The Hormuz Crisis Lifting Oil Prices For Years To Come?

9:30: How Will The Hormuz Strait Soon Become Irrelevant For Oil Transport?

12:15: What Is The Future Of Iranian Oil?

15:59: How Is The Iran War Really About The U.S.-China Power Struggle?

18:52: How Is Venezuela's Oil Sector Performing Under U.S. Leadership?

24:35: What Is The Future Of OPEC?

Discover what options Trump has to open the Strait of Hormuz and defeat Iran. How will oil prices respond to an American win or loss? Frank Galgano, military veteran and current professor at Villanova University joins Mike.

SHOW NOTES:

1:24: Why Is Control Of Kharg Island Still In Play?

2:57: How Is Control Of Kharg Island Trump's Best Leverage?

5:07: How Is Time Working Against Trump?

8:37: How Can The U.S. Capture Iran's Nuclear Materials?

10:48: Will The U.S. Try To Control Iranian Oil?

12:59: When Will Iran's Lack Of Oil Become A Problem For China?

16:05: How Is Trump's Iran Strategy Linked To His China Strategy?

The UAE exits OPEC as the Iran war lingers on. Will other OPEC members follow? How does this OPEC shakeup impact American producers? Will energy prices rise or fall? Randall Holcombe, and economist from Florida St. University, joins Mike.

SHOW NOTES:

1:03: How Does OPEC Operate As A Cartel?

3:31: Why Do Cartels Breakup?

3:54: How Will UAE's Exit Influence Other OPEC Members?

4:44: How Will The American Takeover Of Venezuela's Oil Impact OPEC?

8:20: How Is UAE Situated To Thrive Outside Of OPEC?

12:26: How Are OPEC Nations Drawing Closer To The U.S.?