On the heels of President Trump’s tour through the Middle East, we’re seeing a HUGE shift in the global energy landscape. You won't want to miss the discussion from the Energy Realities team from Bulgaria, the UK, and Texas as we cover the trip that was a celebration and not a fist bump.

Stuart Turley, Irina Slav, Tammy Nemeth, and David Blackmon dig into the implications of a possible U.S.-OPEC+ relationship, energy diplomacy, the Syria pipeline question, turbine shortages, and why Canada and the UK might be getting energy policy all wrong.

Transcripts available on Substack.

Highlights of the Podcast

00:01 - Introduction

02:00 - The "New" U.S. Foreign Policy Doctrine

08:00 - A Seismic Shift: America’s Energy Diplomacy

14:00 - Syria, Sanctions & Pipelines

18:00 - Middle East Trading Bloc & U.S. Tech Influence

22:00 - Religious Realities vs. Business Idealism

27:00 - U.S. Joining OPEC+?

30:00 - Energy Demands of AI & Grid Limitations

32:50 - Gilbeault throws cold water on new pipeline, says we have enough already

35:41 - Bill to create ‘Britain’s Orsted’ GB Energy passes parliament

41:09 - Doug Sheridan: A Texas-Sized Circus omnibus the ERCOT Grid

43:37 - David Blackmon: House Republicans look to end some of Biden's madness

45:57 - Despite surging power demand, gas-fired power faces manufacturing constraints that could limit near-term growth

47:33 - Can Britain's neighbors help it keep the lights on?

52:12 - The UK’s Green Energy Transition Faces Critical Slowdown Amid Growing

53:45 - Republicans have one last chance to kill the “Green New Scam” subsudies forever

55:00 – Global Turbine Shortages & GE Vernova Monopoly

57:00 – Final Thoughts

Mounting speculation surrounds a potential BP-Shell mega merger and the growing likelihood that one or both oil giants may relocate to the U.S. amid hostile UK energy policies. With the UK conducting an oil war like California's Gavin Newsom, will BP and Shell merge? Or will they both move to the United States? This is a huge national security issue for the UK, and could potentially be a win for the U.S.

You won't want to miss this conversation with David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley.

Highlights of the Podcast

00:00 - Introductions

01:40 - BP-Shell Merger Rumors

06:43 - Strategic Value & Potential Relocation

09:35 - Potential U.S. Buyers & Synergies

14:30 - BP’s History of Setbacks

20:49 - Would BP Move HQ to the U.S.?

25:52 - Wrap-Up on Mergers

29:03 - Quebec ‘will not invest in Lion Electric,’ announces Minister Frechette

33:05 - US opposes ‘dangerous’ anti-fossil fuel policies at global summit

35:59 - Study: Extended Interconnection Queue Times Plague Wind, Solar

38:14 - One of Warren Buffett's Last Big Bets Is Souring

41:02 - Oil prices post weekly gains on US-China trade talk optimism

42:54 - UK government okays solar PV farm in East Yorkshire

44:06 - TikTok vs defence: Europe faces a reckoning over the allocation of energy

47:04 - China approved 10 new nuclear reactors bringing their grid to 68 upon completion

48:57 - Can the UK avoid the Spain blackouts? or are they doomed?

54:00 - Final Thoughts & Humor

In this episode of Energy Realities, energy expert Kathryn Porter of Watt-Logic joins David Blackmon, Tammy Nemeth, and Stu Turley to break down the Spain and Portugal blackout and what it reveals about the vulnerabilities in Europe’s power grid. From root causes to policy missteps, the panel explores how the push for Net Zero may be impacting grid stability and what needs to change. Don’t miss this episode it’s a must-watch for anyone concerned about the future of energy and grid reliability.

Highlights of the Podcast

00:00 - Introduction

03:15 - What Happened in Spain?

07:50 - Grid Design Problems

12:00 - Cross-Border Dependencies

18:30 - Misaligned Policies vs. Engineering Reality

23:40 - Gas and Dispatchable Power Still Needed

28:30 - Demand-Side Measures and Smart Grids

33:50 - Media Misunderstanding and Energy Illiteracy

38:10 - The Cost of Poor Planning

43:15 - Insights on Resilience Planning

48:50 - Energy Market Design and Capacity Markets

55:40 - Final Thoughts on Net Zero and Realism

01:01:30 - Wrap-Up