The legendary Doomberg stops by the Energy News Beat and the Energy Impacts podcasts on a live episode with Stu Turley and David Blackmon co-hosting. We will be taking live questions, and the last time we did a Live episode, people lined up to meet Doomberg!
We will cover the latest global oil and gas market trends and answer your questions.
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
#opec
#crudeoil
#naturalgas