The Energy Show

Gasoline analyst Patrick De Haan joins Mike to discuss the Iran war's impact on gas prices. Discover how long consumers will tolerate elevated prices, and what options are available to reverse the energy crisis. SHOW NOTES: 1:18: How Do Consumers React When Gas Reaches $4 per Gallon? 5:12: How Much Have Elevated Gas Prices Cost The American Economy? 5:54: Can American Oil Producers Set Their Own Prices? 6:49: Do Gas Stations Set Their Own Prices? 8:28: How Do Gas Stations Buy Gas? 9:24: How Impactful Is The Strait Of Hormuz To Global Oil Prices? 10:35: How Has Russian Oil Benefitted From The Iran War? 11:21: How Will Oil Prices React If Iran's Oil Sector Is Bombed? 12:51: What Conditions Do Tankers Need To Feel Secure Traveling Through The Strait Of Hormuz? For more information visit: https://www.reienergy.com/home.php

Discover how the Iran war is impacting China's economy. With Iranian oil exports stifled, and Venezuela's oil under American control, can Russia supply China? Ken Medlock, energy economist from Rice University, joins Mike. SHOW NOTES: 2:06: How Is The Iran War Impacting China's Economy? 6:34: How Is Russia Benefitting From The Iran War? 9:07: Can The U.S. Guarantee Safe Passage In The Strait Of Hormuz? 12:46: How Many Countries Are Dependent On The Strait Of Hormuz? 16:34: When the War Ends, How Long Will It Take For Oil & Gas To Return To Normal? 18:52: How Are American Producers Positioned For This Energy Crisis?

Discover how the Iran war is impacting oil and gas prices and production, and if we're heading for an energy emergency. Ellen Wald, author of "Saudi Inc.," joins Mike to discuss the short and long-term impact of this war on global energy. SHOW NOTES: 1:00: How Is Saudi ARAMCO Reacting To The Iran War? 3:56: How Long Can the Straight Of Hormuz Remain Paralyzed? 6:55: How Are Asia and Europe Going To Most Impacted By Any Energy Crisis? 9:50: Can Russia Supply China With Enough Oil In The Absence of Iran and Venezuela? 12:58: What Factors Might Spike Oil Prices To $100/barrel? 14:32: How Will OPEC Change If Iran's Government Falls? 17:21: Where Are The Best Oil Reserves In The Middle East?

Russia, Iran and Venezuela have built a shadow fleet of tankers to secretly move oil and gas around the globe. Today you will discover why the shadow fleet is growing, and if Trump's attempts to disrupt it are working. Tomer Raanan from Lloyd's List joins Mike. SHOW NOTES: 00:58: What Is The Shadow Fleet? 2:04: How Many Tankers Comprise The Shadow Fleet? 2:53: How Does The Shadow Fleet Evade Detection? 4:53: What Dangers Does The Shadow Fleet Create For Legitimate Tankers? 5:40: What Does Oil Cost When Obtained From The Shadow Fleet? 7:32: Is Trump's Plan To Disrupt The Shadow Fleet Working? 8:40: Who Owns The Shadow Fleet? 10:28: When A Shadow Tanker Is Commandeered, Who Owns The Cargo? 11:57: Is Trump Using The Shadow Fleet To Change Cuba's Government? 13:05: What Countries Are Actively Disrupting The Shadow Fleet?

Discover how Trump's latest deregulation is the most significant deregulation in the history of the U.S., and has far-reaching economic effects for the oil and gas sector and beyond. Myron Ebell joins Mike. SHOW NOTES: 1:44: What Is The "Endangerment Finding"? 5:05: How Will Trump's EPA Deregulation Be Challenged In Court? 5:46: Will Car Prices Drop With This Deregulation? 8:32: How Could This Deregulation Lower Prices? 9:49: Is The New Green Deal Dead? 13:38: How Is The EPA Attempting To Eliminate Over-Regulation? 16:32: How Soon Will We See Economic Changes From This Deregulation?

Trump has removed the U.S. from the U.N.'s core climate-change treaty. Today you will discover why Trump did this, and how it affects Americans. Marlo Lewis joins Mike with analysis. SHOW NOTES: 4:52: What Is The U.N. Climate Treaty That Trump Has Withdrawn From? 10:42: How Does The U.S. Contribute More Than Any Other Nation To U.N. Climate Treaties? 13:39: What Are The Risks The U.S. Faces Under The U.N. Climate Agenda? 16:06: Could The Next U.S. President Reverse Trump's Withdrawal? 25:47: How Will U.S. Oil Producers Be Impacted By Trump's Climate Withdrawal?

Discover how electricity prices are determined, and why certain states charge more than others. Isaac Orr joins Mike to discuss the price of electricity, and if AI data centers will drive prices even higher. SHOW NOTES: 1:54: How Do States Determine Electricity Prices? 3:57: How Much Electricity Do States Produce? 6:50: How Do Blue States Have The Highest Electricity Prices? 11:54: How Does Nuclear Energy Impact Electricity? 13:11: How Does The Current State Of The Grid Impact Electricity Prices? 14:03: How Do AI Data Centers Really Impact Electricity Prices?

Discover how oil is integral to Trump's narco war against Venezuela. Venezuelan economist Francisco Rodriguez joins Mike to discuss how the world's largest oil reserves are at stake in the outcome of this war. SHOW NOTES: 2:39: Does Trump Want Venezuela's Oil? 4:32: How Are China, Russia and Iran Involved In Venezuela's Oil Sector? 8:34: What Type Of Domestic Support Does Maduro Have? 12:04: How Is Chevron Able To Operate In Venezuela? 14:32: How Will Venezuela's Oil Sector Change If Maduro Is Ousted? 16:56: How Are America's Relations With Venezuela's Neighbors Impacting The War?

Discover how America must recapture a healthy relationship with energy to secure its future. Ron Stein joins Mike to discuss how energy became an extreme political issue detached from the realities of modern life, and what steps can be taken to bring back energy sanity. SHOW NOTES: 00:47: How Are The Media Complicit In Energy Lunacy? 4:43: How Is California Tilting Towards Energy Wisdom? 8:43: How Is Nuclear Energy Poised To Flourish? 11:03: What Are The Realities Of Wind & Solar Subsidies? 13:57: How Will AI Impact Demand For Fossil Fuels?

Discover how Trump's attempts to de-regulate oil and gas are proceeding, and if "Drill, baby, drill" is a realistic goal for the American economy. Economist James Broughel joins Mike. SHOW NOTES: 1:56: How Has Trump Changed Permitting? 4:10: How Does Trump's Permitting Differ From Biden's? 6:24: How Does Permitting Differ On Public vs. Private Land? 7:49: How Has N. Dakota Successfully Executed Permitting? 14:49: Are Rare-Earth Permits Increasing? 17:56: How Are Some Democratic States Enticing Permitting For Oil and Gas? 21:44: How Is AI Loosening Permitting For Oil and Gas?

Discover how Trump's Middle East peace deal is impacting oil and gas. From OPEC to China to the Ukraine war, Trump has set in motion historic actions that effect the world's biggest energy producers and consumers. Rod Martin joins Mike with analysis of the historic changes underway. SHOW NOTES: 2:06: How is Iran The Biggest Loser In Gaza War? 4:19: How Is OPEC Changed By Trump's Peace Deal? 6:55: How Does The Gaza Peace Deal Impact Russia? 9:28: How Is The Gaza Peace Deal Impacting The China-Russia Alliance? 11:58: How Much Support Does Xi Jinping Have Inside China? 13:29: How Does Trump's Peace Deal Impact His Trade War With China? 18:47: Will The Gaza Peace Deal Expand The Abraham Accords?

China weaponizes rare earth minerals in its trade war with Trump. Discover how valuable rare earths are to America's national security, and what leverage Trump has to respond to China. Chris Berry, a rare earth analyst, joins Mike. SHOW NOTES: 2:08: How Is China Using Rare Earth Minerals To Gain Leverage In The Trade War? 3:42: How Important Are Rare Earths To America? 5:08: How Did China Gain Market Dominance In Rare Earths? 5:54: Can America Produce Its Own Rare Earths? 8:47: Why Has America Ignored Chinese Dominance In Rare Earths? 9:43: How Long Will It Take For The U.S. To Equal China In Rare Earths? 10:54: What Leverage Does Trump Have In The Current Trade War With China?

Discover how California suddenly flip-flopped on oil and gas. The most anti-fossil fuel state has signed new laws to allow oil and gas drilling. Dave Noerr, mayor of Taft, CA., joins Mike to discuss how California finally embraced energy reality. SHOW NOTES: 1:01: What Are The New Energy Bills Signed Into Law In California? 3:14: How Did California Go From The Top Oil Producing State To The Most Anti-Oil State? 5:51: How Will EPA Regulations Be Impacted By California's New Energy Laws? 9:11: How Are Taxes Impacting Energy Decisions In California? 13:30: Are EVs Still Mandated Under California Law? 16:40: How Are Oil Producers Reacting To California's New Energy Laws? 22:35: How Did Oil Refiners Scare Gavin Newsom?

The U.S. and China are competing for A.I. dominance, and the winner may control the global economy and security. Gabriel Collins joins Mike to discuss how energy is the cornerstone for A.I. superiority. SHOW NOTES: 2:20: How Is The Permian Basin Uniquely Suited To Power A.I.? 5:34: Who Is Competing To Power American A.I.? 6:45: How Are Bitcoin Miners Impacted By A.I.? 8:23: What Role Will Nuclear Power Play in A.I.? 9:14: How Will The Grid Be Impacted By A.I. Power Demands? 11:36: How Will LNG Prices Be Impacted By A.I.? 13:37: How Will Foreign Demand For American Energy Impact A.I.'s Power Needs?

A new climate report commissioned by The Energy Department and written by credentialed scientists challenges much of the green energy dogma. Steve Koonin, one of the report's authors, joins Mike to discuss the report, and how it may impact energy policy in the U.S. and around the world. SHOW NOTES: 1:18: How Do Government Grants Create Bias In Scientific Reporting? 2:48: Why Do So Many Climate Scientists Disagree With The New Climate Report? 3:32: How Is CO2 The Boogeyman Of Green Energy? 7:53: How Is Demand For Electricity Increasing? 10:35: What Is The Purpose Of The New Climate Report? 11:50 How Could The New Climate Report Challenge The Endangerment Finding?

Oil and gas are the backbone of Trump's trade deal with the EU. Can American producers deliver $750 billion of product over the next 3 years? What do investors need to know about new opportunities this deal presents? Energy analyst Paige Lambermont joins Mike to discuss Trump's massive energy deal. SHOW NOTES: 1:01: Can American producers deliver $750 billion of product to Europe? 3:23: How Does Trump's Deal Benefit Producers and Investors? 4:57: Is Europe's Biggest Demand for LNG? 7:40: How Did Germany's Crazy Energy Policy Lead To Trump's Deal? 11:49: Is Nuclear Energy Part of Trump's Deal? 13:31: How Is Russia Impacted By Trump's Deal?

Discover how The Big, Beautiful Bill impacts all energy sectors. Who wins and who loses? What should investors know about the future of oil and gas? Can green energy survive without taxpayer subsidies? Mark Mills joins Mike with cutting-edge analysis of the new laws. SHOW NOTES: 1:16: How Does The Big Beautiful Bill Impact Oil & Gas? 8:27: Where Will New Drilling Permits Be Most Attractive? 12:15: Can Green Energy Survive Without Taxpayer Subsidies? 17:17: What's Wrong With Government Incentivizing All Forms Of Energy? 20:12: Why Should We Expect More Nuclear Energy? 22:41: How Does LNG Solve the "Goldilocks Problem?"

Discover how oil and gas will be at the heart of any peace deal between Iran and Israel. Energy issues will also be critical to any expansion of Trump's Abraham Accords. Ellen Wald, author of "Saudi, Inc.," joins Mike with analysis of a region that is on the brink of massive change. SHOW NOTES: 3:56: How Did The U.S. Help Saudi Arabia Become The Leader of OPEC? 7:13: How Is Saudi Arabia's Attempt To Diversify Its Economy Going? 11:43: Is The Time Right For Trump To Expand The Abraham Accords? 16:51: What Are The Chances Of Another Revolution In Iran? 22:39: How Is Syria's Oil Sector Attractive to Many Regional Actors?