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